<p>Colleen McAuliffe is seeking an experienced Senior Accountant to join our team in San Jose, California. In this role, you will leverage your expertise to oversee accounting operations, ensure compliance with industry standards, and contribute to the financial integrity of our organization. This position is ideal for an individual with a strong background in construction accounting and a proactive approach to managing complex financial tasks.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and analyze monthly journal entries, account reconciliations, and financial reports to ensure accuracy.</p><p>• Lead month-end and year-end closing processes, delivering timely and precise financial statements.</p><p>• Maintain and reconcile general ledger accounts, with a focus on construction job cost accounting.</p><p>• Manage accounts payable, accounts receivable, and payroll processes, ensuring operational accuracy.</p><p>• Collaborate closely with project managers to track job costing, work-in-progress schedules, and conduct variance analyses.</p><p>• Support budgeting and forecasting initiatives, providing critical financial insights.</p><p>• Ensure adherence to industry standards and internal controls to maintain regulatory compliance.</p><p>• Assist in preparing documentation and schedules for internal and external audits.</p><p>• Drive process improvements to enhance efficiency and accuracy across accounting functions.</p><p>• Provide mentorship and guidance to entry-level accounting staff to foster team development.</p>
<p>Our company is seeking a Senior Accountant with proven experience using NetSuite to manage our core accounting functions. In this role, you will be responsible for overseeing daily financial activities, ensuring the accuracy of ledger entries, supporting month-end and year-end close processes, and driving process improvements within NetSuite. You will collaborate cross-functionally with finance and operational teams and serve as a resource for complex accounting issues.</p><p>Key Responsibilities:</p><ul><li>Lead month-end and year-end close activities, including preparing and reviewing journal entries, account reconciliations, and financial reports in NetSuite.</li><li>Maintain and analyze the general ledger to ensure all transactions are properly recorded and compliant with GAAP.</li><li>Support accounts payable, accounts receivable, and payroll functions as they relate to NetSuite processes.</li><li>Assist with tax compliance, audit preparation, and respond to auditor inquiries.</li><li>Review processes and recommend improvements to optimize financial workflows within NetSuite.</li><li>Partner with cross-functional teams to resolve discrepancies, interpret financial information, and support strategic initiatives.</li><li>Prepare and present detailed financial analyses and variance reports for management.</li><li>Mentor junior accounting staff and serve as a NetSuite resource for the team.</li></ul><p><br></p>
<p><strong>Responsibilities:</strong></p><ul><li>Oversee daily office operations and support team efficiency</li><li>Manage office supplies, equipment, and vendor relationships</li><li>Coordinate schedules, meetings, and travel arrangements</li><li>Support HR processes such as onboarding and recordkeeping</li><li>Assist with basic bookkeeping and expense tracking</li><li>Implement and improve office procedures and policies</li><li>Maintain a positive and organized workplace environment</li></ul><p><br></p>
<p>Well established and stable company is seeking an HR Generalist/HR Manager to oversee a combination of payroll operations and broader HR functions. This role requires a deep understanding of CA labor laws along with the ability to manage employee relations and administrative tasks efficiently. </p><p><br></p><p>Responsibilities:</p><p>• Review and process new hires, terminations, pay changes, and special payroll adjustments. </p><p>• Ensure compliance with California payroll regulations, including final pay requirements.</p><p> • Maintain payroll records, audits, and reporting as required. </p><p> • Coordinate with finance/accounting on payroll reconciliations. Human Resources (50%) </p><p>• Support onboarding and offboarding processes; prepare new hire packets and conduct orientations</p><p>• Maintain employee files and HRIS data integrity. </p><p>• Assist with benefits administration, including enrollments, changes, COBRA notices, and open enrollment support.</p><p> • Assist with employee relations matters by documenting conversations, scheduling meetings, and supporting investigations.</p><p> • Support recruitment activities such as posting jobs, screening applicants, and coordinating interviews. </p><p>• Maintain compliance with federal, state, and local employment regulations (California-specific compliance required). </p><p>• Assist with safety programs, leave of absence tracking (FMLA/CFRA/PDL), and workers’ compensation claims.</p><p> • Support HR projects, including handbook updates, training initiatives, and HR audits. </p><p>• Duties include but are not limited to the above. Education and/or Experience</p><p><br></p><p><br></p>
<p>We are seeking a detail-oriented Accounts Payable Specialist for a temp-to-hire opportunity with a growing company in Livermore, CA. This role will support day-to-day AP operations while partnering closely with accounting and operations teams. The ideal candidate is organized, deadline-driven, and comfortable working in a fast-paced environment.</p><p><br></p><p>Key Responsibilities</p><p><br></p><ul><li>Process high-volume vendor invoices accurately and timely</li><li>Perform 2-way and 3-way invoice matching</li><li>Code invoices to the general ledger and appropriate cost centers</li><li>Manage vendor setup, maintenance, and W-9 collection</li><li>Prepare and process weekly check runs and ACH payments</li><li>Reconcile vendor statements and resolve discrepancies</li><li>Respond to vendor inquiries professionally and promptly</li><li>Assist with month-end close and AP accruals</li><li>Maintain AP files and ensure compliance with company policies</li></ul><p><br></p>
We are looking for a highly skilled Staff Software Engineer to join our Growth team in San Francisco, California. In this role, you will play a key part in enhancing our product's impact by developing and optimizing systems that drive user acquisition, engagement, retention, and monetization. You will collaborate closely with cross-functional teams, including engineering, product, design, and data, to deliver innovative solutions that significantly influence the company's growth.<br><br>Responsibilities:<br>Design and implement features across the full technology stack to enhance user acquisition, engagement, and retention.<br>Develop and optimize server-side event forwarding and maintain a clean, consistent event schema across platforms.<br>Ensure robust identity and attribution systems, enabling seamless tracking and data governance across web and app platforms.<br>Collaborate with designers to create and refine high-performance landing pages and micro-tools that improve conversion rates.<br>Work with cross-functional teams to identify impactful opportunities and conduct A/B testing to validate and implement growth strategies.<br>Enhance data pipelines to ensure accurate and reliable measurement for growth experiments and attribution.<br>Maintain and improve backend systems, including APIs and authentication processes.<br>Leverage technical expertise to automate processes and streamline data quality assurance tasks.
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Controller | Venture Capital Firm| Menlo Park| Hybrid (2days/week) | $Base + Generous Bonus + Carry!</strong></p><p> </p><p>Our client is a fast-growing, early-stage investment firm backing tech founders. With over Billions in AUM and a strong history of top-tier returns, the firm is actively scaling and investing from its latest fund.</p><p> </p><p>This is a true right-hand role to the CFO on a lean, high-performing team. You’ll own core fund and management company finance, drive scalable processes, and gain exposure to investor relations, portfolio analytics, and strategic initiatives. <strong>High visibility, real ownership, and meaningful impact.</strong></p><p> </p><p><strong>Competitive compensation</strong> includes <strong>carried interest</strong>, <strong>unlimited PTO</strong>,<strong> top benefits</strong>, 401(k) match, and a monthly cell phone stipend.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Manage and oversee fund administrators, consultants, auditors, and tax providers</li><li>Lead audits, tax filings, and investor reporting</li><li>Strengthen internal controls and accounting processes to support scaling fund operations.</li><li>Support fundraising, new fund launches, and process improvements</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p><strong>Wealth Management Associate</strong></p><p><strong>Client‑Focused | Analytical | Growing Firm Environment</strong></p><p><br></p><p><strong>About the Firm</strong></p><p>A relationship‑driven wealth management firm is seeking a Wealth Management Associate to join its collaborative, growth‑minded team. The firm partners with individuals, families, and business owners to clarify their goals, build meaningful financial strategies, and create impact beyond traditional returns. With an average client size of approximately $1.5M, the firm delivers high‑touch planning and exceptional client service through a thoughtful, people‑first approach.</p><p>This role provides the opportunity to work closely with senior leadership, engage in sophisticated planning, and develop into a trusted advisor over time.</p><p><br></p><p><strong>About the Role</strong></p><p>As a <strong>Wealth Management Associate</strong>, you will support Senior Advisors across financial planning, client relationship management, and daily operational needs. You will act as a strategic partner—helping manage planning workflows, joining client meetings, and ensuring follow‑through on critical action items.</p><p>Success requires strong analytical ability, solid judgment, exceptional attention to detail, and the ability to manage multiple priorities in a dynamic environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Client & Advisor Support</strong></p><ul><li>Join client meetings, take notes, and manage follow‑up action items</li><li>Provide high‑level client communication and relationship support</li><li>Support onboarding of new clients and ongoing relationship development</li><li>Act as a project manager to help Senior Advisors execute on business‑unit priorities</li></ul><p><strong>Operations & Client Service</strong></p><ul><li>Manage CRM workflows, updates, and task tracking</li><li>Handle account paperwork, transfers, updates, and custodian communication</li><li>Coordinate with broker‑dealers and external partners</li><li>Prepare meeting agendas, client presentations, and supporting documents</li></ul><p><strong>Financial Planning & Investment Support</strong></p><ul><li>Collect and review client financial documents for planning accuracy</li><li>Track planning‑related tasks and update workflows as needed</li><li>Identify opportunities to improve financial planning processes</li><li>Assist with insurance proposals (life, disability, long‑term care)</li></ul><p><strong>Who Thrives Here</strong></p><ul><li>Analytical thinkers who enjoy solving complex problems</li><li>Individuals who take ownership and “lean in” to challenges</li><li>Professionals who value accuracy, high standards, and operational excellence</li><li>Team‑oriented communicators who appreciate a supportive and growing environment</li></ul><p><strong>What This Role Offers</strong></p><ul><li>Broad exposure to the full wealth‑management process</li><li>Future opportunities to work directly with clients as an advisor</li><li>Strong emphasis on work‑life balance</li><li>Support for FINRA licensing and CFP® coursework</li></ul>
<p>Corporate Staff Tax Accountant opportunity, contract to full time. Responsible to prepare, examine, and file company tax records while ensuring compliance with federal, state, and local regulations. Key responsibilities include preparing corporate income tax returns, multi-state sales and use tax returns, and working on tax provisions. Additionally, responsible for performing tax reconciliations and adjustments.</p><p> Duties: </p><p>● Manage all sales and use tax matters. </p><p>● Manage multi-state sales and use tax, franchise tax, and other local tax obligations for all Subsidiaries</p><p>● Maintain records of all tax filings, payments, and correspondence</p><p>● Assist in the preparation and filing of federal and state income tax returns (30+ states) as well as supporting the Tax Manager in the preparation of the income tax provision for financial statement purposes</p><p>● Prepare various schedules regarding tax planning including projected effective tax rates and other forecasting with the Tax Manager</p><p>● Comply with evolving tax laws</p><p>● Interface with various tax authorities including handling tax audits </p><p>● Stay current with any current or future pronouncements regarding tax policy changes</p><p>● Identify opportunities to improve and otherwise streamline tax function, including optimizing current processes</p><p>● Act as a knowledge base for state and local tax regulations for project or financial managers, which may include new research tasks</p><p>● Support clarity regarding tax considerations to a non-tax audience </p><p><br></p>
<p>Legal non-profit based in the San Francisco Bay Area has an immediate opening for an Attorney! This Attorney will work on the Housing team to defend tenants against eviction, enforce existing tenant protections, and advocate for just and legal outcomes for tenants. The Housing team includes attorneys, project coordinators, and a project manager who work collaboratively on all aspects of the program. This position offers an opportunity to handle a high volume of cases, engage in client advocacy, and contribute to equitable housing outcomes. If you're passionate about making San Mateo County a more just and equitable place to live and work, this is the position for you! This is a hybrid role, requiring occasional on-site work in Redwood City with a flexible in-office schedule. Attorneys from all backgrounds and tenures are encouraged to apply! Must hold an active CA Bar license for consideration. </p><p><br></p><p><strong><u>Responsibilities:</u></strong></p><p>• Conduct client intake and interviews to assess legal needs and identify case issues.</p><p>• Prepare and file legal pleadings, including judicial council forms, in response to unlawful detainer actions.</p><p>• Provide legal counsel to tenants, guiding them through the eviction process and their rights under housing laws.</p><p>• Collaborate with team members and supervising attorneys to develop case strategies and ensure effective representation.</p><p>• Perform legal research and apply fair housing laws to support tenant advocacy efforts.</p><p>• Coordinate with program managers and project coordinators to manage case progress and deadlines.</p><p>• Draft and review legal documents, ensuring accuracy and compliance with applicable laws.</p><p>• Maintain clear communication with clients, addressing their concerns and managing expectations.</p><p>• Participate in team meetings and contribute to ongoing efforts to improve housing justice.</p>
<p>We are seeking an attorney with federal litigation experience to join a congenial remote firm. The successful candidate will be responsible for a variety of tasks, including research, analysis, and writing, and will have the opportunity to engage with clients and other service providers.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Draft and argue motions in federal court. </p><p>• Make appearances and litigate withdrawal liability matters. </p><p>• Prepare and review legal documents, including plan documents and amendments, SPDs, notices, policies, and forms.</p><p>• Handle matters related to the Affordable Care Act, Pension Protection Act, and American Rescue Plan Act.</p><p>• Stay updated on DOL regulations and other guidance, implementing necessary changes to ensure compliance.</p><p>• Manage investment contracts and QDROs, providing legal advice as needed.</p><p>• Engage effectively with clients and other service providers, ensuring clear communication and mutual understanding.</p><p>• Handle issues related to labor and employment laws, providing legal advice and support.</p><p>• Maintain strong analytical skills, aiding in the identification and resolution of complex legal issues.</p><p>• Utilize strong writing skills to prepare clear and concise legal documents and correspondence.</p><p>• Use interpersonal skills to effectively engage and communicate with clients.</p>
We are looking for a skilled Workday Integration Consultant to join our team on a long-term contract basis in San Francisco, California. This role involves supporting the implementation and optimization of Workday systems, with a focus on integrations, data management, and configuration. The ideal candidate will collaborate with internal teams and external partners to ensure seamless integration between Workday and other systems.<br><br>Responsibilities:<br>• Design and implement both standard and custom integrations between Workday and external systems.<br>• Utilize tools such as Workday Studio, APIs, RaaS reports, and file feeds to develop and maintain integrations.<br>• Lead integration efforts across payroll, benefits, finance, and time tracking systems.<br>• Manage and execute EIBs, data workbooks, and configuration tasks during system implementation.<br>• Partner with finance teams to facilitate bi-directional data flows for demographic and time-tracking data.<br>• Support benefits integrations using the Workday Benefits Connector tool.<br>• Collaborate on integrations for recruiting, performance, and payroll systems, ensuring accurate data handling and reporting.<br>• Oversee testing, troubleshooting, and documentation for integrations, ensuring system stability post-go-live.<br>• Provide ongoing support for open enrollment processes and post-implementation activities.<br>• Ensure compliance, accuracy, and efficiency in all integration processes and workflows.
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Client Services Associate | Wealth Management Firm | San Jose</strong></p><p><br></p><p>Join a thriving wealth management firm known for its rapid growth, exceptional service, and innovative technology. The firm offers great career development opportunities, competitive compensation, and a supportive, team-oriented environment.</p><p><br></p><p><strong>Responsibilities</strong>:</p><ul><li>Providing excellent service to clients.</li><li>Helping out in client meetings.</li><li>Keeping up-to-date with client documentation.</li><li>Adhering to regulatory rules.</li><li>Processing client transactions accurately and punctually.</li><li>Assisting in web calls and international banking support.</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p>Our company is seeking an Accounts Receivable Analyst for a temp-to-hire opportunity. The ideal candidate will have strong experience managing large data sets in MS Excel and possess a solid educational foundation in accounting, finance, business, or a related field. This position offers recent graduates who have completed relevant internships the chance to transition into a full-time role. Please note we are not considering candidates with master’s degrees for this opportunity.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Reconcile AR accounts and manage high-volume billing and collections processes.</li><li>Track outstanding accounts, resolve discrepancies, and conduct account research.</li><li>Analyze large and complex data sets using advanced Excel functions (pivot tables, VLOOKUP, formulas).</li><li>Generate periodic reports to support finance leadership.</li><li>Collaborate with internal teams and external clients on AR-related issues.</li><li>Support process improvements for AR efficiency and accuracy.</li></ul><p><br></p>
<p>We are looking for an Inventory Control Coordinator to join our team in Palo Alto, California. This contract Inventory Control Coordinator is focused on overseeing inventory operations, ensuring data accuracy, and training staff on best practices for inventory management systems. The role requires a proactive approach to maintaining supply chain efficiency and implementing improvements to minimize costs while meeting organizational standards. Apply to become an Inventory Control Coordinator today!</p><p><br></p><p>Responsibilities:</p><p>• Maintain and update inventory data within the Lawson system to ensure accurate and efficient records at all times.</p><p>• Use analytics from Lawson to manage inventory levels, assess demand patterns, and perform root cause analyses.</p><p>• Develop and implement standard operating procedures for inventory management processes and system usage.</p><p>• Evaluate inventory turnover and days-on-hand metrics to optimize stock levels and expense management.</p><p>• Assist in setting up new inventory locations, ensuring alignment with system data and operational needs.</p><p>• Create reports on inventory utilization and metrics for daily, weekly, and monthly reviews.</p><p>• Oversee daily cycle counts, perform audits, and address discrepancies through detailed root cause analysis.</p><p>• Implement improvement initiatives to reduce inventory costs and enhance supply chain efficiency.</p><p>• Ensure compliance with safety and infection prevention policies, maintaining a clean and organized work environment.</p>
<p>We are looking for a Strategic Finance Manager to lead key financial initiatives and provide insightful analysis that drives business decisions. This role focuses on optimizing financial processes, forecasting, and strategic planning to support organizational goals. The ideal candidate thrives in a dynamic environment and is adept at delivering accurate financial insights.</p><p><br></p><p>Responsibilities:</p><ul><li>Lead the annual budget cycle, financial modeling, and monthly reporting with cross-functional alignment</li><li>Deliver strategic financial analysis and updates to executives, Board, and investors</li><li>Partner with the CFO on capital markets activities and lead financing diligence</li><li>Collaborate cross-functionally to evaluate product launches, unit economics, partnerships, and resource allocation</li><li>Build dashboards and reporting to track key financial and operational metrics</li><li>Provide clear, actionable financial insights and support ad hoc strategic initiatives with high executive exposure</li></ul>
<p>Reputable California firm is seeking a litigation attorney to join their Northern California team. As a Trial Attorney, you will be handling litigation matters and playing a key role in their real estate group. You will be responsible for drafting legal notices and letters, managing discovery processes, and attending trials or hearings. This role can be mostly remote, but the person will be residing in Northern California.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Handle litigation cases and employment law matters for clients</p><p>• Draft legal notices and letters</p><p>• Conduct discovery for various cases</p><p>• Prepare and file motions, utilizing available templates</p><p>• Attend trials and hearings, both virtually and in-person</p><p>• Maintain regular contact with prospective and current clients, possibly answering inquiries about our services</p>
<p><strong>Ready to Take the Next Step? Let’s Connect!</strong></p><p>If this opportunity feels like the right fit, apply today and send your resume to JC del Rosario via LinkedIn—I’d love to connect and learn more about you!</p><p><br></p><p><strong>Operations Associate</strong></p><p><em>Boutique Wealth Management | UHNW Clients | High‑Standards Environment</em></p><p><br></p><p><strong>About the Firm</strong></p><p>A boutique wealth management firm serving ultra‑high‑net‑worth families and private foundations is seeking an Operations Associate to join its highly professional and growing team. With a selective client base and an institutional‑quality service model, the firm places a strong emphasis on precision, polish, and an exceptional client experience.</p><p><br></p><p>You’ll be joining a small, collaborative team that values integrity, meticulous work, and a personal approach to client service.</p><p><br></p><p><strong>Position Overview</strong></p><p>The <strong>Operations Associate</strong> supports key operational functions across trading, reporting, data integrity, and account management. You’ll work directly with the leadership team to ensure smooth daily operations, accurate client reporting, and a consistent high‑quality experience for both advisors and clients.</p><p><br></p><p>This role is ideal for someone who enjoys problem‑solving, process improvement, and working in a boutique, high‑touch environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Trading & Investment Operations</strong></p><ul><li>Execute trades across custodial and trading platforms</li><li>Monitor and resolve trade issues; ensure timely and accurate settlement</li></ul><p><strong>Data Management & Reconciliation</strong></p><ul><li>Maintain accurate data across portfolio reporting systems, CRM, and custodial platforms</li><li>Reconcile transactions, cost basis, and holdings across all client accounts</li></ul><p><strong>Account Administration</strong></p><ul><li>Support account setup, transfers, and data feed management</li><li>Ensure accounts are correctly linked and updated across systems</li></ul><p><strong>Reporting & Internal Support</strong></p><ul><li>Prepare and distribute quarterly performance reports</li><li>Support advisors and internal teams with ad‑hoc operational projects</li><li>Work with compliance resources to maintain required documentation and operational standards</li></ul><p><strong>Process Improvement</strong></p><ul><li>Identify and implement improvements to enhance operational efficiency and accuracy</li><li>Contribute to refining the firm’s operational infrastructure as the organization grows</li></ul><p><strong>Who Will Thrive Here</strong></p><ul><li>Operations professionals who value precision and high‑quality work</li><li>Individuals who enjoy being central to a firm’s daily workflow and client infrastructure</li><li>Those who excel in small‑team, high‑standards environments</li><li>Candidates who take ownership, think proactively, and enjoy improving processes</li></ul>
<p><strong>Administrative Assistant – Job Description</strong></p><p>The Administrative Assistant provides day-to-day office support by managing communications, scheduling, preparing documents, and maintaining organized records to ensure smooth business operations.</p><p><strong>Responsibilities:</strong></p><ul><li>Answer phones, emails, and greet visitors</li><li>Schedule meetings and manage calendars</li><li>Prepare documents, reports, and correspondence</li><li>Assist staff with general administrative tasks</li></ul>
We are looking for a skilled HR Generalist to join our team in Mountain View, California. In this role, you will play a key part in managing and enhancing HR operations, ensuring compliance with policies, and driving efficiency through automation and process improvement. This is a long-term contract position that requires a proactive, detail-oriented individual who thrives in a fast-paced, collaborative environment.<br><br>Responsibilities:<br>• Develop and implement HR policies and processes by collaborating with cross-functional teams, including Legal, Finance, and Operations.<br>• Oversee the entire employee lifecycle, ensuring accurate documentation for hiring, promotions, status changes, and exits.<br>• Manage compensation operations, including payroll execution and administration of bonus plans, merit adjustments, and promotions.<br>• Administer time-off policies and ensure compliance with leave programs, handling payroll adjustments and legal requirements.<br>• Audit and redesign HR workflows for scalability, leveraging automation to streamline routine processes.<br>• Act as the subject matter expert for immigration-related matters, managing work authorization processes and ensuring compliance with deadlines.<br>• Ensure adherence to labor laws and company policies by conducting audits and maintaining regulatory documentation.<br>• Coordinate workplace operations by managing vendor relationships and maintaining a high-performance office environment.
We are looking for an experienced and strategic leader to join our team as the Vice President of IT Operations. In this role, you will oversee the planning, execution, and optimization of core IT functions, including infrastructure, networks, service desk operations, and store technologies. Your leadership will ensure seamless technology services that support the company’s retail stores, warehouses, and corporate teams while driving innovation and operational excellence. This is a high-impact opportunity to shape the future of IT operations and contribute to the success of our growing organization.<br><br>Responsibilities:<br>• Develop and implement a comprehensive IT operations strategy aligned with the company’s long-term goals.<br>• Create detailed roadmaps for infrastructure, service management, and store systems to support organizational objectives.<br>• Collaborate with executive leaders to ensure IT readiness for business growth and expansion.<br>• Oversee the management of enterprise-wide infrastructure services, including cloud platforms, data centers, networks, and retail systems.<br>• Ensure consistent uptime and performance across all production environments, particularly during peak retail periods.<br>• Drive the adoption of service management frameworks to enhance incident, change, and problem resolution processes.<br>• Lead the transformation of service desk operations, incorporating automation and self-service capabilities.<br>• Build and mentor a high-performing team, fostering skill development in areas such as cloud operations, automation, and field support.<br>• Manage vendor relationships and ensure service level agreements are met to deliver measurable outcomes.<br>• Optimize operational budgets, balancing capital and operational expenses while driving efficiency across IT operations.
We are looking for a skilled Attorney with a strong background in transactional law to join our team in Pleasanton, California. This role involves working with a diverse client base, including public agencies and multinational developers, to deliver exceptional legal services. The ideal candidate will have a proactive approach, excellent attention to detail, and the ability to balance strategic thinking with practical execution.<br><br>Responsibilities:<br>• Provide expert legal counsel and guidance on transactional matters, with a focus on real estate transactions.<br>• Draft, review, and negotiate contracts, agreements, and other legal documents to ensure compliance and protect client interests.<br>• Represent clients effectively in civil litigation cases, including drafting motions, conducting discovery, and preparing briefs.<br>• Collaborate with clients to anticipate challenges, develop strategies, and ensure successful outcomes.<br>• Conduct thorough legal research and analysis to support case preparation and decision-making.<br>• Maintain a high standard of excellence in all work products and client interactions.<br>• Build and nurture relationships with clients to understand their needs and deliver tailored legal solutions.<br>• Stay current on legal developments and industry trends to provide informed counsel.<br>• Contribute to the growth and dynamic culture of the firm, fostering both personal and detail-oriented development.
<p>We are looking for a Bilingual Chinese Administrative Assistant who can facilitate smooth office operations and effective communication between Chinese- and English-speaking stakeholders.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Greet and assist clients and visitors in both Mandarin and English</li><li>Translate and interpret communications, documents, and reports</li><li>Maintain digital and physical filing systems</li><li>Manage calendars, meeting invites, and travel arrangements</li><li>Support teams with data entry and administrative projects</li><li>Liaise with vendors and prepare purchase orders as needed</li></ul>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Senior Financial Planner| Wealth Management Firm| Berkeley| Hybrid; 3 days</strong></p><p> </p><p>Join a growing financial services firm known for delivering high-touch, personalized advice. The team emphasizes professional development, mentorship, and meaningful client impact, offering strong benefits including a company-funded ESOP, retirement plans, tuition reimbursement, comprehensive healthcare, and generous PTO.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Partner with advisors to prepare client meetings and follow-up materials, sometimes acting as Client Relationship Manager</li><li>Develop and present sophisticated financial plans covering cash flow, tax, insurance, retirement, and estate planning</li><li>Advise clients directly and collaborate with attorneys, CPAs, and investment professionals</li><li>Lead financial planning technology integration and process improvements</li><li>Mentor junior team members and support growth of the Advice Strategy function</li><li>Manage complex plan implementations and maintain compliance standards</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>The Revenue Operations Analyst is responsible for supporting organizational forecasting, pipeline analytics, and margin analysis to drive strategic business decisions. This role works collaboratively with cross-functional teams and utilizes CRM and ERP systems such as NetSuite, SAP, and Salesforce to collect, analyze, and report on revenue-related data. The ideal candidate brings strong analytical skills, technical proficiency across enterprise platforms, and a proactive approach to process improvement.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Prepare and analyze forecasts to support strategic planning and business growth initiatives.</li><li>Conduct pipeline analytics to identify sales trends, opportunities, and risks.</li><li>Perform margin analysis and present actionable insights to management.</li><li>Gather, interpret, and report data using CRM and ERP tools (NetSuite, SAP, Salesforce).</li><li>Partner with sales, finance, and operations teams to ensure data accuracy and reporting consistency.</li><li>Develop and maintain dashboards and reporting tools to enhance transparency and decision-making.</li><li>Participate in process improvement initiatives aimed at increasing operational efficiency.</li><li>Support month-end, quarter-end, and year-end revenue close processes.</li></ul><p><br></p>
