<p>We are looking for an experienced SBA Underwriter to support loan evaluation and credit review activities for a remote Contract position. This role focuses on assessing SBA 7(a) loan opportunities, reviewing borrower financials, and producing clear credit recommendations that align with established lending standards. The ideal candidate brings strong analytical judgment, effective communication skills, and the ability to work closely with processing and closing partners to move transactions forward efficiently.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Review SBA 7(a) loan files and perform thorough credit analysis to determine overall transaction quality and lending viability.</p><p>• Examine and spread applicant financial statements, tax records, and supporting business documentation to assess repayment capacity and risk exposure.</p><p>• Request third-party due diligence items, such as appraisals, environmental reports, and business valuations, after obtaining appropriate internal approval.</p><p>• Develop well-structured credit memoranda that clearly summarize borrower qualifications, key risks, and underwriting recommendations.</p><p>• Present informed credit decisions and recommendations using independent judgment for management or committee review.</p><p>• Partner with loan processing staff to help advance approved transactions in a timely manner while maintaining compliance with internal lending guidelines.</p><p>• Work closely with the closing team to support smooth execution and completion of loan transactions.</p><p>• Identify potential credit concerns early and recommend practical solutions or mitigating factors to strengthen decision-making.</p>
<p>We are looking for a Help Desk Analyst to deliver on-site tier one technical assistance and dependable end-user support for a busy architecture environment in San Francisco, California. This is a contract position is ideal for someone who enjoys solving day-to-day IT issues, maintaining smooth office technology operations, and providing a high level of service in a fast-moving workplace. The role requires a hands-on, detail-oriented individual who can communicate clearly, manage competing priorities, and contribute to a positive support experience for employees and teams.</p><p><br></p><p>This contract requires on-site between both the Oakland and San Francisco offices.</p><p><br></p><p>Responsibilities:</p><p>• Provide first-level technical support for hardware, software, and workplace technology issues, resolving incidents efficiently and escalating complex problems when needed.</p><p>• Manage service desk requests from intake through closure, ensuring timely follow-up, accurate updates, and strong customer service throughout the support process.</p><p>• Support Windows and Mac-based desktops and laptops by diagnosing user issues, performing basic troubleshooting, and restoring functionality with minimal disruption.</p><p>• Maintain user accounts and access within Active Directory, including routine updates, permissions support, and account-related assistance.</p><p>• Deliver on-site audio-visual and meeting room support to help presentations, conferences, and daily collaboration tools run smoothly.</p><p>• Assist with office technology operations across assigned work locations and provide remote support to additional teams when required.</p><p>• Coordinate device setup, workstation readiness, and general technical onboarding support for employees and contractors.</p><p>• Contribute to operational continuity by documenting recurring issues, tracking solutions, and helping improve support processes over time.tie</p>
<p>We are looking for an experienced accounting leader to guide core financial operations and strengthen the accuracy, timeliness, and integrity of reporting for our organization in San Francisco, California. This role oversees critical accounting activities, supports audit readiness, and helps build effective close processes and internal controls. <strong>For immediate consideration, please contact Leon Chang directly via Linked-In.</strong></p><p> </p><p>Responsibilities:</p><ul><li>Oversee and guide department leaders, providing coaching to support growth and performance</li><li>Lead monthly manager meetings, set priorities, and align leadership goals</li><li>Partner with leadership to plan programs, define goals, and track results</li><li>Improve and manage reporting tools, including program and fundraising data in Salesforce</li><li>Promote a positive, team-focused culture through staff events, wellness initiatives, and retreats</li><li>Help develop and enforce internal policies with executive and finance leadership</li><li>Ensure staff follow established procedures and complete required trainings (e.g., mandated reporting)</li><li>Support employee engagement through affinity groups and cross-team collaboration</li><li>Assist with grant writing, reporting, and fundraising efforts</li><li>Represent the organization with partners, stakeholders, and funders</li><li>Act as key contact for school district partnerships and agreements </li><li>Serve as a liaison between leadership and the board of directors</li><li>Coordinate board-related activities including scheduling, agendas, and communications</li><li>Ensure clear communication of programs and initiatives to board members</li></ul>
<p>We are looking for an experienced Property Accountant to support a commercial real estate portfolio. This Long-term Contract opportunity is ideal for a detail-oriented finance specialist who brings strong technical accounting knowledge, thrives in a deadline-driven environment, and can deliver reliable reporting across multiple properties. The role calls for someone who can evaluate financial results, resolve discrepancies, and contribute to a well-organized accounting operation while collaborating with management and property teams.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Prepare and finalize monthly financial statements for assigned properties, ensuring accuracy, completeness, and timely submission.</p><p>• Support audit activities by organizing schedules, responding to documentation requests, and assisting the Accounting Manager throughout review cycles.</p><p>• Manage the accounting onboarding process for newly assigned properties, including setup, balance validation, and coordination with internal stakeholders.</p><p>• Monitor day-to-day property accounting activity to maintain dependable financial records and consistent operational output.</p><p>• Review general ledger activity, accruals, and reconciliations to identify variances, investigate issues, and recommend corrective action.</p><p>• Oversee scheduled payment processing and confirm that reporting deliverables and disbursement deadlines are met without exception.</p><p>• Perform bank reconciliations and month-end close tasks while maintaining compliance with established accounting procedures.</p><p>• Share subject matter knowledge with less experienced team members and assist with training efforts for new accounting staff.</p>
<p><strong>Step Into a Lead Planner Role — Real Client Exposure, Real Growth</strong></p><p>Jennifer Fukumae with Robert Half is working with a high-performing, independent Registered Investment Advisor managing over $1B+ for a concentrated group of high-net-worth families. With strong recent growth and a collaborative team model, <strong>this is an ideal seat for someone ready to take ownership in the planning process and move toward a Lead Advisor path.</strong></p><p> </p><p>If you’re interested in this Wealth Advisor opportunity, reach out to Jennifer Fukumae on LinkedIn to begin the conversation.</p><p> </p><p><strong>What You’ll Own</strong></p><ul><li>Partner directly with senior advisors in client meetings and relationship management</li><li>Translate client goals and financial data into comprehensive planning strategies</li><li>Build and refine financial plans, investment frameworks, and client deliverables</li><li>Collaborate across investments, planning, and client service teams to execute strategies</li><li>Support implementation—working alongside CPAs, attorneys, and other external partners</li><li>Prepare polished presentations and communications for clients and prospects</li><li>Help enhance internal systems, workflows, and planning tools</li></ul>
<p>Please apply here and message me in LinkedIn for immediate consideration - Jeffrey Abrams</p><p><br></p><p>An established and highly respected private wealth management firm is seeking a Client Associate or Senior Client Associate to join a growing advisory team serving successful individuals, families, executives, and business owners. This is more than a traditional client service role. It is an opportunity to gain hands-on exposure to sophisticated wealth management, work alongside experienced advisors managing complex client relationships, and build the foundation for a long-term career in the advisory profession.</p><p><br></p><p>If you're passionate about financial planning, investments, client relationships, and professional growth, you'll find this environment encourages continuous learning, mentorship, and advancement.</p><p><br></p><ul><li>Direct exposure to high-net-worth and ultra-high-net-worth clients</li><li>Opportunity to work closely with experienced Wealth Advisors and Portfolio Managers</li><li>Clear professional development path with increasing responsibility</li><li>Collaborative, team-oriented culture with strong mentorship</li><li>Significant investment in employee growth and education</li><li>Outstanding retirement program and comprehensive benefits package</li><li>Beautiful San Francisco office and flexible hybrid work environment</li></ul><p>As a Client Associate, you'll serve as a trusted partner to both clients and advisors, helping deliver an exceptional client experience while developing a deep understanding of wealth management operations, investment administration, and relationship management.</p><p>You'll become a key contributor to the advisory team, supporting client relationships, coordinating account activity, solving client needs, and ensuring operational excellence across a diverse range of financial planning and investment matters.</p><p>This role is ideal for someone who enjoys working directly with clients, thrives in a fast-paced environment, and aspires to grow into broader advisory responsibilities over time.</p>
We are looking for an experienced Accountant to join a growing organization in California. This contract opportunity has the potential to become permanent and is ideal for a detail-oriented accounting specialist who can support day-to-day financial operations while contributing to accurate reporting and stronger fiscal controls. The role offers the chance to work across core accounting functions, partner with internal teams, and help guide sound financial decision-making.<br><br>Responsibilities:<br>• Manage day-to-day accounting activities by recording financial transactions, maintaining ledger accuracy, and supporting both payables and receivables processes.<br>• Contribute to monthly and annual close activities by preparing supporting schedules, reviewing account balances, and helping ensure timely reporting.<br>• Perform account and bank reconciliations, investigate variances, and help maintain visibility into cash position and transaction accuracy.<br>• Process invoices, employee reimbursements, and vendor payments with close attention to timing, completeness, and policy compliance.<br>• Assist with budgeting and forecasting efforts by compiling financial data, tracking performance against plans, and highlighting meaningful deviations.<br>• Evaluate cost data such as labor-related metrics and overhead allocation to support efficiency improvements across business functions.<br>• Support payroll-related accounting tasks and help verify that payroll records are accurate and aligned with internal guidelines and regulatory requirements.<br>• Maintain fixed asset records, calculate depreciation, prepare tax-related filings such as sales tax submissions, and provide documentation for audit requests.<br>• Partner with accounting leadership to prepare financial statements, develop reporting insights for management, and strengthen internal accounting procedures.<br>• Handle additional accounting assignments and special projects as business needs evolve while maintaining confidentiality of sensitive financial information.
<p>We are looking for an experienced Sales Assistant to join a healthcare organization in San Francisco, California on a Contract basis. This onsite opportunity is designed to provide short-term coverage for a vacant role while supporting daily sales operations in a fast-moving, detail-oriented environment. The position works closely with sales leadership and plays an important part in coordinating outreach, visitor scheduling, and administrative support. Candidates who communicate confidently, stay organized under pressure, and deliver strong client-facing service will be well suited for this assignment.</p><p><br></p><p>Responsibilities:</p><p>• Coordinate calendars, appointments, and site visits for sales leadership while helping maintain consistent follow-up with prospective clients and partners.</p><p>• Prepare and organize admissions documents, marketing packets, printed collateral, and outgoing correspondence to support day-to-day sales activity.</p><p>• Assist with presentations, events, and community engagement efforts by managing logistics, materials, and communication with participants.</p><p>• Support move-in coordination by tracking timelines, confirming required details, and helping ensure a smooth experience for incoming residents and families.</p><p>• Maintain accurate sales-related records, updates, and activity tracking to help the team stay informed and organized.</p><p>• Provide administrative and operational assistance to sales and marketing leadership, adjusting priorities as business needs shift.</p><p>• Respond effectively to inquiries and interact well with employees, visitors, and senior leaders across the organization.</p><p>• Contribute to broader sales support tasks as needed to help maintain continuity during this contract coverage period.</p><p><br></p><p>** If you're interested in this position, please apply to this position and contact Georgia Cienkus at georgia.cienkus - at - roberthalf - .com with your word resume and reference job ID#00410-0013445686**</p><p><br></p>
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Senior Financial Planner | Wealth Management Firm| Berkeley| Hybrid | Base + Strong Bonus</strong></p><p> </p><p>A well-established boutique wealth management firm is seeking an experienced advisor to join its growing team. The firm is known for its personalized, relationship-driven approach and strong reputation for serving high-net-worth clients. The organization has maintained a collaborative, client-first culture that values mentorship, professional development, and long-term career growth.</p><p> </p><p>This is an exciting opportunity to work closely with senior advisors while gradually transitioning into ownership of an established client book from a retiring advisor. The firm offers excellent benefits, employee ownership opportunities, and a flexible hybrid work environment.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Partner with advisors and client service teams to deliver a high-touch client experience</li><li>Support financial planning, portfolio reviews, meeting preparation, and ongoing client communication</li><li>Build and maintain strong client relationships through proactive service and responsiveness</li><li>Coordinate with internal teams and outside professionals to support client needs and resolve requests</li><li>Participate in client meetings and support business development initiatives</li><li>Track client activity, maintain CRM records, and ensure timely follow-up</li><li>Assist with operational improvements and special projects as needed</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
We are looking for a Recruiting Coordinator to support hiring operations for a Contract position based in San Francisco, California. This role will help create a smooth and organized experience for candidates, interviewers, and hiring teams by coordinating recruiting activities and keeping processes on track. The ideal candidate brings strong attention to detail, confidence working within applicant tracking systems, and the ability to manage multiple priorities in a fast-paced corporate recruiting environment.<br><br>Responsibilities:<br>• Coordinate interview scheduling across candidates, hiring managers, and panel participants to ensure a seamless hiring process.<br>• Maintain accurate and up-to-date candidate records, interview notes, and workflow statuses within the applicant tracking system.<br>• Support recruiters throughout the hiring lifecycle by assisting with job postings, candidate movement, and communication logistics.<br>• Partner with internal stakeholders to confirm interview availability, distribute scheduling details, and resolve calendar conflicts efficiently.<br>• Help deliver a positive candidate experience by providing timely updates, clear communication, and consistent follow-through.<br>• Assist with onboarding coordination by preparing pre-employment steps and ensuring required documentation is completed on time.<br>• Track recruiting activity and hiring progress to help teams stay aligned on open roles and next steps.
<p>We are looking for an experienced accounting specialist to support core financial operations for client accounts in California. This role focuses on maintaining accurate records, managing close activities, and ensuring balance sheet integrity through careful analysis and reconciliation. The ideal candidate brings strong technical accounting knowledge, attention to detail, and the ability to work effectively in a deadline-driven environment. <strong>For immediate consideration, please contact Leon Chang directly via Linked-In.</strong></p><p> </p><p><br></p><p>Responsibilities:</p><p>• Lead recurring close activities by preparing and reviewing financial data to ensure timely and accurate month-end reporting.</p><p>• Maintain the general ledger by recording accounting activity correctly and verifying that transactions align with established standards.</p><p>• Prepare and post journal entries with appropriate support, ensuring completeness and accuracy across reporting periods.</p><p>• Perform detailed reconciliations for balance sheet accounts and investigate variances to resolve discrepancies promptly.</p><p>• Review bank activity and complete cash reconciliations to confirm that recorded balances match supporting documentation.</p><p>• Analyze financial information for assigned accounts, identify irregularities, and recommend corrective actions when needed.</p><p>• Collaborate with internal stakeholders and client contacts to gather required documentation and clarify accounting issues.</p><p>• Support continuous improvement in accounting processes, including updates tied to operational or system-related changes when applicable.</p>
<p>Boutique Wealth Management Firm | <em>2 days on-site / 3 days from home!</em></p><p><br></p><p>A growing boutique wealth management firm with family values, excellent tenures, and an outstanding client retention record is seeking a Client Service Associate or Senior Associate to support they high-net-worth individuals and family clients. This firm delivers customized investment management and financial planning with a strong fiduciary, relationship-driven approach.</p><p><br></p><p>This is an excellent opportunity for someone who thrives in a high-touch advisory environment and enjoys owning client experience from onboarding through ongoing support. This role has room to grow into greater responsibilities over time and fosters long-term career opportunities and trajectory.</p><p><br></p><p>Key Responsibilities</p><ul><li>Serve as a primary point of contact for high-net-worth clients</li><li>Manage new client onboarding and account setup</li><li>Prepare materials for client meetings and handle follow-up</li><li>Support financial planning and portfolio servicing processes</li><li>Coordinate with custodians, accountants, and attorneys</li><li>Process account maintenance, cash movements, and service requests</li><li>Maintain accurate client records in CRM and custodial platforms</li><li>Assist clients with online access and platform navigation</li><li>Proactively anticipate client needs and deliver thoughtful solutions</li></ul><p><br></p>
<p>AI legal start up is looking for an experienced Senior Plaintiff Associate/ Legal Counsel to join the team on a REMOTE basis. </p><p><br></p><p>Responsibilities:</p><p>• Assess the viability of mass tort and class action cases while enhancing the functionality of the case assessment system.</p><p>• Build and maintain strategic partnerships with plaintiff firms to generate new revenue opportunities.</p><p>• Convert market insights into actionable product requirements for litigation-focused tools.</p><p>• Conduct in-depth research on liability theories, damages calculations, and procedural strategies.</p><p>• Allocate time across business development for case sourcing, case intelligence engine development, and auditing case assessments, with a gradual emphasis on business development and product innovation.</p><p>• Collaborate with product and engineering teams to refine legal tech solutions.</p><p>• Provide expert guidance on complex legal issues to internal teams.</p><p>• Contribute to achieving organizational goals through impactful litigation strategies.</p><p>• Stay informed about trends in legal technology and mass tort litigation to enhance organizational capabilities.</p>
<p>Overview:</p><p>The Senior FP&A Analyst specializing in automation and AI plays a vital role in elevating financial strategy and operations by leveraging advanced analytics, automation tools, and artificial intelligence. This position is responsible for enhancing forecasting accuracy, streamlining reporting processes, and delivering actionable business insights. The Senior FP&A Analyst partners with cross-functional teams to identify opportunities for automation, optimize financial workflows, and support strategic decision-making.</p><p>Key Responsibilities:</p><ul><li>Lead the integration and utilization of automation and AI tools within the FP&A function to improve efficiency and data accuracy.</li><li>Build and maintain advanced financial models, leveraging AI-powered analytics and automation for scenario analysis, forecasting, and budgeting.</li><li>Produce and automate monthly, quarterly, and annual management reporting packages for leadership.</li><li>Analyze financial and operational results, using AI tools to uncover trends, variances, and risks.</li><li>Collaborate with IT and business units to implement automated solutions and enhance financial data pipelines.</li><li>Identify and recommend process improvements, focusing on technology-driven solutions to reduce manual work and mitigate error.</li><li>Drive adoption of new digital tools and train finance team members on automation and AI best practices.</li><li>Support board presentations, strategic projects, and ad hoc analysis with AI-enabled insights.</li></ul>
<p><strong>Accounts Payable Clerk</strong></p><p><strong>Employment Type:</strong> Contract to perm / Contract </p><p> </p><p><strong>About the Role</strong></p><p>Are you detail-oriented, organized, and experienced in managing accounts payable processes? Robert Half is seeking an <strong>Accounts Payable Clerk</strong> with proficiency in <strong>QuickBooks</strong> and/or <strong>Sage</strong> to join our client’s accounting team.</p><p>In this role, you will be responsible for ensuring accurate and timely processing of vendor invoices and payments while supporting the smooth operations of the accounting department.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Manage accounts payable transactions, including processing invoices and verifying supporting documentation.</li><li>Complete weekly payment runs (check, ACH, and wire payments).</li><li>Reconcile vendor accounts and resolve discrepancies in a timely manner.</li><li>Enter and maintain accurate records in QuickBooks and/or Sage accounting software.</li><li>Monitor and follow up on any outstanding accounts payable issues or unpaid invoices.</li><li>Assist in maintaining proper documentation by filing invoices, approval forms, and payment records.</li><li>Ensure compliance with company policies, procedures, and relevant regulations related to accounts payable.</li><li>Assist with month-end closing processes, including accounts reconciliation.</li><li>Respond to vendor inquiries and build strong relationships with suppliers.</li></ul><p><br></p>
We are looking for a welcoming and detail-oriented Front Desk / Ticketing team member to support daily guest services in Mountain View, California. This Contract position is ideal for someone who enjoys assisting visitors, handling ticket transactions accurately, and keeping front desk records organized. The role combines customer-facing responsibilities with administrative support, requiring strong communication skills, careful data entry, and confidence using Microsoft Office tools.<br><br>Responsibilities:<br>• Greet visitors courteously, answer general questions, and create a positive first impression at the front desk.<br>• Process ticket sales, admissions, and related transactions with a high level of accuracy and efficiency.<br>• Enter numeric and alphanumeric information into internal records while maintaining consistent data quality.<br>• Organize, review, and manage documents to support orderly recordkeeping and daily administrative operations.<br>• Assist with customer service inquiries in person and through standard communication channels, resolving routine issues promptly.<br>• Use Microsoft Word and Excel to prepare reports, update logs, and maintain operational documents.<br>• Handle documentation associated with materials, shipments, or related records when needed, ensuring information is complete and properly filed.
<p>If you’ve mastered <strong>private equity fund accounting</strong> and are ready to step into a role with <strong>real influence, visibility, and upside</strong>—this one is worth your attention.</p><p>We’re partnering with a premier growth equity firm with nearly <strong>$4B in committed capital</strong>, investing in founder-led B2B software businesses and helping them scale into category leaders.</p><p>This is <strong>not</strong> a back-office fund accounting seat.</p><p>You’ll sit at the center of the platform—leading fund reporting, partnering cross-functionally with deal teams, tax, compliance, and leadership, while helping shape the future of the finance function as the firm continues to scale.</p><p><br></p><p> <strong>Why This Role Stands Out</strong></p><p>✔️ <strong>$300K–$350K+ total compensation</strong> (base + bonus) <strong>plus carry participation</strong></p><p> ✔️ <strong>100% remote in July & August</strong></p><p> ✔️ Hybrid flexibility (only <strong>2 days onsite</strong>)</p><p> ✔️ <strong>100% healthcare premiums covered</strong> for employees <strong>and families</strong></p><p> ✔️ Covered parking, catered meals, lunch stipends & firm retreats</p><p> ✔️ Opportunity to <strong>build, improve, and scale</strong> the fund accounting infrastructure as new funds are raised</p><p><br></p><p><strong> What You’ll Own</strong></p><ul><li>Lead and mentor the <strong>Fund Accounting team</strong></li><li>Oversee the <strong>full accounting and reporting lifecycle</strong> for investment funds and GP entities</li><li>Manage <strong>capital calls, distributions, management fees, liquidity, and fund cash forecasting</strong></li><li>Drive the <strong>audit and tax process</strong>, including K-1s and tax reporting</li><li>Partner closely with deal teams on <strong>investment closings, fund flows, and reporting</strong></li><li>Improve systems, workflows, and operational efficiency as the platform grows</li><li>Support fundraising and investor reporting initiatives</li></ul><p><br></p>
<p>Overview:</p><p>The Payroll Specialist – Workday is responsible for administering and processing payroll activities using Workday software. This role ensures timely and accurate payroll cycles, maintains compliance with legal and company policies, and provides payroll support to employees and internal partners. The Payroll Specialist works closely with HR and finance teams to address payroll issues, improve processes, and uphold data integrity.</p><p>Key Responsibilities:</p><ul><li>Process multi-state or multi-country payrolls using Workday, ensuring all transactions are accurate and compliant with applicable regulations.</li><li>Audit, verify, and reconcile payroll data, and resolve any discrepancies or errors within Workday.</li><li>Maintain payroll records, process adjustments, and update employee payroll information in the system.</li><li>Prepare and distribute payroll reports, tax filings, and year-end documents (such as W-2s or T4s) utilizing Workday reporting tools.</li><li>Serve as a primary point of contact for payroll-related inquiries from employees, ensuring excellent customer service.</li><li>Collaborate with HR and Finance to support integrations, benefits, and compensation changes impacting payroll.</li><li>Ensure payroll practices are compliant with federal, state, and local laws, as well as company policies.</li><li>Identify process improvement opportunities and assist with streamlining payroll workflow leveraging Workday automation features.</li><li>Support audits and provide timely payroll documentation as necessary.</li></ul><p><br></p>
<p>Our client in Hayward is seeking an interim Assistant Controller for a 6+ month engagement (possible contract-to-hire). This role will support core accounting operations by contributing to the monthly close, reconciling key accounts, assisting with billing and vendor review, and helping prepare audit-ready financial documentation. The position is well suited for an experienced, detail-oriented accounting specialist who is comfortable working across departments, managing detailed financial support, and using NetSuite and Excel to drive accurate reporting. The role requires onsite work in Hayward and will likely pay between $70-$80/hr. DOE.</p><p><br></p><p>Responsibilities:</p><p>• Partner with the Controller and Regional Controller to complete monthly close activities, including preparing journal entries, accruals, reclassifications, and related accounting adjustments</p><p>• Build and maintain balance sheet reconciliations, investigate discrepancies, and resolve outstanding items across cash, receivables, payables, prepaid expenses, accrued liabilities, payroll accounts, and other general ledger balances</p><p>• Support billing operations by reviewing customer invoices, labor records, timesheets, rate details, and related backup to help ensure accurate and timely invoicing</p><p>• Examine vendor and staffing invoice documentation, prepare month-end estimates for unbilled revenue and uninvoiced costs, and align labor activity with billing support as needed</p><p>• Organize and respond to external audit requests by gathering documentation, reviewing materials for completeness, monitoring open items, and maintaining well-structured support files</p><p>• Assist with financial reporting deliverables by preparing schedules and supporting documentation for audit requirements and public company reporting needs</p><p>• Maintain orderly accounting records, including contracts, rate schedules, invoices, reconciliations, and audit support, while helping strengthen documentation practices</p><p>• Contribute to process improvements by supporting standardized procedures for close, reconciliation, billing, and audit preparation activities</p><p>• Use NetSuite and Excel to analyze account activity, run reports, prepare schedules, fulfill reporting requests, and assist with testing, validation, and other system-related improvement projects</p>
<p>We are looking for an experienced Accounting Lead to join our client in Hayward, California in a contract-to-permanent capacity. This role is ideal for a hands-on accounting specialist who can guide day-to-day financial activities, maintain strong operational controls, and support an organized office environment. The position will work closely with internal teams to keep billing, reconciliations, reporting, and administrative processes accurate, timely, and well managed.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Act as the final reviewer for accounts payable activity, payment processing, and customer billing records to help ensure accuracy before transactions are completed.</p><p>• Monitor incoming revenue, track outstanding receivables, and follow up on collection items to keep account balances current and properly documented.</p><p>• Complete and evaluate bank and general account reconciliations, investigate variances, and address issues ahead of period-end close.</p><p>• Assist with payroll coordination by confirming required records are in place and supporting timely processing in line with established deadlines.</p><p>• Develop, maintain, and reinforce office standard operating procedures so workflows remain consistent, documented, and easy for staff to follow.</p><p>• Provide day-to-day direction to office and accounting support staff, review completed work, and help maintain quality and productivity standards.</p><p>• Participate in employee onboarding and training for office and accounting team members, while offering ongoing coaching and performance feedback.</p><p>• Prepare recurring internal reports covering receivables aging, expense activity, and reconciliation progress for leadership review.</p><p>• Partner with operations teams to confirm billing details, validate supporting job documentation, and assist with job cost-related questions.</p><p>• Identify process breakdowns, unusual transactions, or reporting concerns and raise them to leadership with practical recommendations for improvement.</p><p><br></p><p>Please reach out to John Miller for immediate consideration. </p>
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>VP of Finance | Venture Capital Firm | San Francisco Bay Area | Hybrid | Base + Carry!</strong></p><p> </p><p>Join a fast-growing venture capital firm backing <strong>early-stage, high-growth companies</strong> and partnering closely with founders as they scale. The firm is built by operators and takes a <strong>hands-on, strategic investing approach</strong> within a <strong>collaborative, high-ownership culture</strong>.</p><p>With <strong>strong fundraising momentum, multiple funds, and continued expansion</strong>, this is a chance to join at a key growth stage.</p><p> </p><p>This is a <strong>high-visibility, cross-functional role</strong> working directly with senior leadership across <strong>finance, accounting, and operations</strong>. It goes beyond traditional accounting with exposure to <strong>valuations, fundraising, portfolio strategy, and process/build initiatives</strong>. Offers <strong>flexible remote work, strong benefits, unlimited PTO, and real growth into broader leadership</strong>.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Partner with senior leadership on fund finance and operations </li><li>Oversee fund administrator, auditors, and tax providers </li><li>Manage <strong>investor reporting, capital calls, distributions, and valuations </strong></li><li>Support fundraising and new fund launches </li><li>Track portfolio performance and assist with valuation updates </li><li>Improve <strong>systems, workflows, and processes </strong></li><li>Draft investor updates and support key communications </li><li>Assist with select operational and people-related initiatives </li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
We are looking for an experienced Legal Assistant/Legal Secretary to support a busy civil litigation practice in California. This permanent, office-based opportunity is ideal for a detail-oriented candidate who is comfortable managing litigation support tasks, coordinating deadlines, and handling court-related documentation with accuracy. The role offers the chance to work alongside a collaborative legal team in a fast-paced law firm environment.<br><br>Responsibilities:<br>• Coordinate litigation calendars by tracking court deadlines, hearings, filings, and case milestones to help attorneys stay on schedule.<br>• Prepare, format, revise, and proofread legal correspondence, pleadings, discovery materials, and other case documents for accuracy and consistency.<br>• Manage electronic filing submissions in state and federal courts while ensuring compliance with procedural and formatting requirements.<br>• Maintain organized physical and digital case files, including document storage, retrieval, and version control within document management systems.<br>• Assist with discovery-related workflows by organizing records, compiling materials, and supporting e-discovery processes as needed.<br>• Communicate with attorneys, court personnel, clients, and outside parties in a thorough and courteous manner to facilitate case progress and administrative follow-up.<br>• Support day-to-day legal administrative functions, including scheduling, document coordination, and general litigation assistance for the assigned team.
<p>A reputable San Francisco law firm is seeking a highly organized and detail-oriented Corporate Paralegal to support attorneys in a busy corporate and transactional practice. This is a contract-to-hire opportunity ideal for a proactive professional who thrives in a fast-paced environment, enjoys managing complex corporate matters, and can effectively support transactions from inception through closing. The paralegal will play a critical role in maintaining corporate records, managing filings, and assisting attorneys with delivering efficient and accurate client service.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Support attorneys with corporate transactions, including entity formations, mergers and acquisitions, financings, and corporate governance matters</li><li>Prepare and file formation and qualification documents for corporations, LLCs, and partnerships across multiple jurisdictions</li><li>Draft and maintain corporate records, including bylaws, operating agreements, resolutions, and minutes</li><li>Manage and maintain corporate minute books and capitalization tables</li><li>Assist with due diligence efforts, including document review, data room management, and organization of transaction materials</li><li>Prepare closing checklists, signature packets, and closing binders for transactions</li><li>Coordinate with clients, outside counsel, and government agencies regarding filings and corporate compliance matters</li><li>Track deadlines related to annual filings, statements of information, and other compliance requirements</li><li>File documents with state agencies, including Secretary of State offices, and support UCC filings as needed</li><li>Maintain accurate records in document management and case management systems and update attorneys on project status</li></ul>
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Financial Planner | Thriving Wealth Management Firm| San Ramon | Hybrid; 2 Days Onsite</strong></p><p> </p><p>A highly regarded, relationship-focused wealth management firm known for its collaborative culture, thoughtful planning approach, and strong leadership. They work closely with individuals and families to deliver personalized financial guidance and are seeking someone eager to grow long-term within the advisory space.</p><p> </p><p>This is a great opportunity for someone who enjoys the analytical side of wealth management and wants hands-on exposure to financial planning in a supportive, women-led environment. The role is primarily planning-focused, with strong mentorship, meaningful growth potential, and the chance to work alongside an impressive advisor and team.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Support financial planning strategies, analyses, and client recommendations</li><li>Build and maintain cash flow projections and planning models</li><li>Review and organize client financial documents and account information</li><li>Manage data within financial planning software, including eMoney</li><li>Prepare meeting materials, investment reviews, agendas, and follow-up items</li><li>Assist with account openings, transfers, money movement, and maintenance requests</li><li>Track client workflows and coordinate with custodians and external partners</li><li>Support ongoing client service and planning initiatives</li><li>Participate in client meetings for development and exposure as needed</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p><strong>Tax Preparer</strong></p><p>We are seeking a detail-oriented Tax Preparer to support a variety of tax engagements in a public accounting environment. This role is responsible for preparing tax returns, conducting tax research, supporting tax planning initiatives, and assisting with tax compliance matters. The ideal candidate can work independently, manage multiple priorities, and maintain a high level of accuracy.</p><p><strong>Responsibilities:</strong></p><ul><li>Prepare and file individual, corporate, partnership, trust, and other tax returns.</li><li>Conduct federal and state tax research and document findings.</li><li>Prepare, reconcile, and review tax workpapers for accuracy and completeness.</li><li>Assist with tax planning projects and client engagements.</li><li>Monitor tax law changes and evaluate their impact on tax filings and compliance.</li><li>Support responses to tax notices, audits, and examinations.</li><li>Collaborate with team members on special projects and provide technical support as needed.</li><li>Participate in business development and professional networking activities.</li><li>Maintain firm standards and meet annual billable hour expectations.</li></ul>