<p>Congenial law firm is seeking a REMOTE part-time Legal Assistant to join their Bay Area team. This role requires someone who is detail-oriented, with extensive experience in litigation support and a strong understanding of legal procedures. The ideal candidate will be detail-oriented, organized, and capable of managing critical tasks efficiently. This role will ideally be 20-25 hours/week. The hourly range for this remote position would be $30-45/hr. </p><p><br></p><p>Responsibilities:</p><p>• Prepare and assemble motions, tables of contents, and tables of authorities with precision and accuracy.</p><p>• Handle electronic court filings across various platforms while ensuring compliance with legal requirements.</p><p>• Manage litigation calendars to track important deadlines and court dates effectively.</p><p>• Coordinate and organize court filings to support attorneys in ongoing cases.</p><p>• Maintain detailed documentation and records related to litigation processes.</p><p>• Collaborate with attorneys and other legal staff to ensure seamless workflow and task completion.</p><p>• Provide administrative support in civil litigation matters, including document formatting and proofreading.</p><p>• Monitor and prioritize tasks to meet strict deadlines and deliver high-quality work.</p><p>• Adapt to changing workloads and take on additional hours when necessary.</p>
<p>Our client, a boutique IP practice, is seeking an experienced, fully remote Trademark Paralegal to support an attorney with a growing client base on an ongoing part-time basis (10-20 hours per week). The ideal candidate will have strong trademark experience and be comfortable stepping into a role with minimal ramp-up time. This position will primarily support trademark prosecution, enforcement, and IP litigation-related matters. This is a contract-to-hire opportunity, with the potential to grow into a long-term or full-time opportunity based on performance and skills. </p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Trademark prosecution support from filing through registration and maintenance</li><li>Prepare and manage trademark applications, renewals, and related USPTO filings</li><li>Assist with trademark enforcement matters, including cease-and-desist letters and follow-up correspondence</li><li>Monitor deadlines, docketing, and trademark portfolios</li><li>Support IP litigation matters, particularly trademark and patent litigation cases</li><li>Conduct trademark searches and research</li><li>Assist with client communication and case management</li></ul><p><br></p>
<p>Robert Half is partnering with an established and growing organization seeking a Senior Payroll Specialist to support complex, multi-entity payroll operations. This role is critical in ensuring accurate, timely payroll processing across a high-volume environment while driving compliance and reporting excellence.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Process end-to-end payroll for multi-state, multi-entity organizations (1,000+ employees), ensuring accuracy, timeliness, and compliance</li><li>Manage high-volume payroll cycles (weekly, biweekly, semi-monthly), including earnings, deductions, bonuses, commissions, and adjustments</li><li>Prepare and reconcile payroll reports, including variance analysis, headcount reporting, and GL tie-outs</li><li>Partner with HR, Accounting, and Finance to ensure accurate employee data, benefit deductions, and cost allocations across entities</li><li>Maintain compliance with federal, state, and local payroll regulations, including tax filings and year-end processing (W-2s, 941s, etc.)</li><li>Investigate and resolve payroll discrepancies, escalations, and audit requests with a high level of urgency and accuracy</li><li>Support system implementations, upgrades, or process improvements, identifying opportunities to streamline workflows and reduce risk</li></ul><p><br></p>
<p>Please apply to this posting and <strong>ping me on LinkedIn for additional consideration – Mahmoud Adam, CPA</strong></p><p><br></p><p> <strong>Staff Accountant | Real Estate </strong></p><p>📍 <strong>Emeryville, CA</strong> (Parking Covered | Flexible Hybrid after onboarding)</p><p> 💰 <strong>Great Base + Bonus</strong></p><p><br></p><p>This is an outstanding opportunity to join one of the country's most respected real estate development firms, known for transforming airports, military bases, and urban industrial sites into vibrant mixed-use communities across the U.S.</p><p>You'll join a collaborative accounting team supporting <strong>multi-billion-dollar development projects</strong> while gaining exposure to complex real estate accounting, joint ventures, project accounting, and financial reporting—all within a company that truly invests in its people.</p><p><br></p><p><strong>What You'll Do</strong></p><p>✔ Support accounting across multiple real estate entities and development projects</p><p> ✔ Prepare journal entries, reconciliations, and assist with month-end close</p><p> ✔ Review and code invoices while supporting project and entity accounting</p><p> ✔ Partner with development, accounting, and capital teams on financial reporting</p><p> ✔ Assist with budgets, forecasts, audits, and investor reporting</p><p> ✔ Help improve processes as the company continues investing in new technology and automation</p>
<p><strong>Please apply to this posting and ping me on LinkedIn for additional consideration – Mahmoud Adam, CPA</strong></p><p><br></p><p><strong>Are you a CPA or EA who's ready to move beyond tax compliance and into a more strategic, relationship-driven career?</strong></p><p><br></p><p>This is a unique opportunity to leverage your tax expertise while expanding into <strong>financial planning and wealth management</strong>—without the stress of building a book of business or surviving another endless busy season.</p><p><br></p><p>💰 <strong>Great Base + Bonus</strong></p><p>📍 <strong>San Ramon </strong></p><p><br></p><p>Why this opportunity stands out</p><p><br></p><p>This role is designed for tax professionals who enjoy helping clients make smarter financial decisions—not just preparing returns. You'll work alongside experienced advisors, focus on proactive planning, and have the flexibility to remain a tax planning specialist or grow into a Financial Advisor over time.</p><p><br></p><p><strong>No prospecting. No cold calling.</strong> The firm brings you the clients so you can focus on what you do best.</p><p><br></p><p>What you'll do</p><p>✔ Identify proactive tax planning opportunities by reviewing client tax returns</p><p>✔ Prepare tax projections and multi-year planning strategies</p><p>✔ Analyze Roth conversions, RMDs, charitable giving, IRMAA, and capital gain strategies</p><p>✔ Participate in client meetings alongside advisors</p><p>✔ Build cash flow analyses and financial planning recommendations</p><p>✔ Collaborate with CPAs, EAs, and other client advisors</p>
We are looking for an Accounting Manager to oversee the full finance and accounting function for a multi-entity wine business based in St. Helena, California. This position is ideal for a hands-on individual who can independently manage day-to-day accounting, reporting, compliance, payroll, and operational finance activities across several related entities. The role requires strong ownership, sound judgment, and the ability to balance detailed transactional work with higher-level financial oversight in a complex inventory and production environment.<br><br>Responsibilities:<br>• Lead end-to-end accounting operations for four related entities, including journal entries, reconciliations, accruals, prepaids, fixed assets, and monthly close activities.<br>• Prepare individual and consolidated financial reports each month, ensuring accurate results, timely reporting packages, and support for year-end close and audit readiness.<br>• Manage intercompany accounting, cash activity, bank reconciliations, accounts payable, accounts receivable, collections follow-up, and weekly payment processing across all entities.<br>• Oversee inventory and cost accounting for winery and warehouse operations, including production allocations, vineyard-related cost tracking, finished goods valuation, and reconciliation across multiple storage locations.<br>• Administer wholesale, direct-to-consumer, custom crush, and bulk wine financial transactions by recording sales activity, billing customers, and reconciling related expenses.<br>• Coordinate regulatory and tax compliance requirements such as excise tax, sales and industry-specific filings, annual business renewals, property-related submissions, and support for federal and state income tax preparation.<br>• Process bi-weekly payroll through Paylocity, record payroll activity in the accounting system, maintain leave tracking, and assist with year-end payroll reporting and employee onboarding administration.<br>• Support finance-related operational administration by maintaining key records, organizing permits and compliance documents, and coordinating essential office and facility-related supply needs.<br>• Work with business systems and platforms used for accounting, payroll, compliance, production, sales, distribution, and approval workflows, learning new applications as needed to support accurate financial operations.
We are looking for an experienced Sr. Accountant to join a construction-focused organization in Santa Rosa, California. This position plays a key role in maintaining accurate financial records, supporting project-based accounting activities, and strengthening reporting processes across the business. The ideal candidate brings strong technical accounting knowledge, hands-on experience with construction accounting, and the ability to work effectively with both finance and operational teams.<br><br>Responsibilities:<br>• Lead core monthly close activities by preparing journal entries, completing account reconciliations, and reviewing project-related financial data for accuracy.<br>• Develop and maintain work-in-progress reporting and forecasting to provide clear visibility into project financial performance.<br>• Evaluate budgets, costs, revenue, billings, profit trends, and backlog activity to identify variances and support informed decision-making.<br>• Manage fixed asset records by tracking additions, maintaining supporting documentation, and ensuring information is entered correctly in the accounting system.<br>• Prepare job cost allocations and analytical schedules that support reliable month-end reporting and ongoing financial oversight.<br>• Assist with annual audit preparation by organizing documentation, responding to auditor requests, and helping deliver year-end materials on schedule.<br>• Support insurance-related cost tracking and audit activity connected to contractor-controlled programs and project operations.<br>• Collaborate with cross-functional partners to resolve accounting issues, improve reporting quality, and support monthly billing analysis.<br>• Contribute to process enhancement efforts by identifying opportunities to automate manual tasks and strengthen internal controls across accounting workflows.<br>• Handle special projects and additional accounting assignments as business needs evolve.
<p>Jeffrey Abrams is recruiting for a dynamic and savvy <strong>real estate private equity investment firm</strong> that seeking a <strong>Director of Finance & Accounting</strong> to serve as the senior finance leader beneath the executive team. This is a highly visible, hands-on role with the opportunity to build the finance infrastructure for a rapidly expanding, multi-fund investment platform.</p><p><br></p><p>What You'll Lead</p><ul><li>Oversee treasury, <strong>fund finance, FP&A</strong>, accounting and financial reporting across multiple funds and investment entities.</li><li>Manage and mentor the 3-person accounting team (not including offshore team) while strengthening internal controls and scalable processes.</li><li><strong>Lead treasury strategy, cash flow forecasting, liquidity planning</strong>, capital calls, and distributions.</li><li>Partner with firm leadership on <strong>fund launches, capital planning, joint ventures, institutional partnerships</strong>, and investment analysis.</li><li>Oversee audits, tax advisors, fund reporting, and investor financial information.</li><li><strong>Develop financial models</strong> and reporting that connect accounting results with investment performance metrics.</li></ul><p>Why Consider This Role?</p><ul><li>Executive-level visibility and influence on firm strategy.</li><li>Broad leadership scope spanning accounting, finance, treasury, fund operations, and FP&A.</li><li>Opportunity to help build the financial foundation of a growing investment platform.</li><li>Competitive compensation with bonus and potential carried interest.</li></ul>
<p><strong>Please apply to this posting and ping me on LinkedIn for additional consideration – Mahmoud Adam, CPA</strong></p><p><br></p><p>If you're a <strong>CPA with private equity fund accounting experience</strong> looking for a role that will truly accelerate your career, this is one of the strongest opportunities I've come across.</p><p><br></p><p>You'll join one of the world's premier technology investment firms, working on a <strong>highly sophisticated $7B evergreen private equity fund</strong> alongside an exceptional finance team. This isn't a routine accounting position—it's a role that combines technical accounting, fund operations, audit coordination, capital activity, and exposure to complex fund structures that will challenge and grow your expertise.</p><p><br></p><p>Why This Opportunity Stands Out</p><ul><li>Work for one of the most respected technology investment firms globally, managing <strong>$50B+ in assets</strong></li><li>Join a growing team supporting a newly launched, highly complex evergreen fund</li><li>Gain exposure to both <strong>fund accounting and tax</strong></li><li>Outstanding long-term career growth within a world-class investment platform</li><li>Highly competitive compensation, bonus, and equity/profit-sharing program</li><li><strong>100% employer-paid healthcare</strong></li><li>Catered breakfast and lunch, gym reimbursement, and exceptional employee perks</li><li>Collaborative, high-performance culture surrounded by top talent</li></ul><p> What You'll Do</p><ul><li>Own quarterly closes, reconciliations, and financial reporting for complex private equity funds</li><li>Oversee capital calls, distributions, audits, and annual financial statements</li><li>Partner closely with external fund administrators while serving as the internal technical accounting expert</li><li>Support fund operations across sophisticated investment structures</li><li>Help improve processes while working alongside experienced investment finance professionals</li></ul><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>Real Estate Accountant (Fund & Property) | Reputable Investment Firm | San Francisco; Hybrid | TOP TIER BENEFITS</strong></p><p> </p><p>A globally recognized private investment firm with a diversified platform across public and private markets, including real estate. The environment is sophisticated and collaborative, with close interaction across investment, operations, and leadership teams.</p><p> </p><p>This is a great opportunity to build broad exposure across both fund and property accounting. You’ll be involved in reporting, transactions, valuations, and investor support, while contributing to ongoing process improvements and tech-driven initiatives.</p><p> </p><p>Outstanding benefits include fully covered healthcare, profit sharing, generous PTO, and strong wellness and learning support.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Prepare monthly NAV packages and support financial reporting</li><li>Assist with property-level reporting and audits</li><li>Calculate investor allocations, capital calls, distributions, and performance metrics</li><li>Track fund liquidity, commitments, and capital activity</li><li>Support investor reporting, lender packages, and ad hoc requests</li><li>Partner cross-functionally with IR, tax, legal, and operations</li><li>Review property financials and transaction reporting</li><li>Respond to investor, auditor, and internal inquiries</li><li>Support valuation reviews with investment teams</li><li>Contribute to process improvements and system enhancements</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></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>Assistant Fund Controller | Investment Management | San Francisco | Hybrid | Strong Base + Generous Bonus + Carry!!</strong></p><p><br></p><p>A rapidly growing investment management firm focused on <strong>private markets and alternative investments</strong> is expanding its finance team following a period of strong success and continued scale.</p><p><br></p><p>This is a high-visibility role within a smart, high-performing team where you’ll have real ownership and the opportunity to build, improve, and shape how things are done. The environment is fast-moving, and the team is known for being sharp, collaborative, and execution-focused.</p><p><br></p><p>You’ll work closely with leadership across <strong>complex fund structures, institutional investors, and full-cycle fund operations</strong>, gaining exposure well beyond traditional fund accounting. The role offers meaningful responsibility, strong long-term growth, and the chance to step into a platform that is actively expanding.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Lead fund accounting and financial reporting across alternative investment structures</li><li>Oversee NAV reporting, capital activity, allocations, and investor reporting</li><li>Coordinate audits, K-1 processes, and fund-level reporting</li><li>Partner with fund administrators and external providers to ensure accurate reporting</li><li>Support accounting across complex multi-entity structures</li><li>Improve reporting processes, controls, and workflows</li><li>Collaborate with finance, legal, operations, and investment teams</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></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>Assistant Fund Controller | Investment Management | San Francisco | Hybrid | Strong Base + Generous Bonus + Carry!!</strong></p><p><br></p><p>A rapidly growing investment management firm focused on <strong>private markets and alternative investments</strong> is expanding its finance team following a period of strong success and continued scale.</p><p><br></p><p>This is a high-visibility role within a smart, high-performing team where you’ll have real ownership and the opportunity to build, improve, and shape how things are done. The environment is fast-moving, and the team is known for being sharp, collaborative, and execution-focused.</p><p><br></p><p>You’ll work closely with leadership across <strong>complex fund structures, institutional investors, and full-cycle fund operations</strong>, gaining exposure well beyond traditional fund accounting. The role offers meaningful responsibility, strong long-term growth, and the chance to step into a platform that is actively expanding.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Lead fund accounting and financial reporting across alternative investment structures</li><li>Oversee NAV reporting, capital activity, allocations, and investor reporting</li><li>Coordinate audits, K-1 processes, and fund-level reporting</li><li>Partner with fund administrators and external providers to ensure accurate reporting</li><li>Support accounting across complex multi-entity structures</li><li>Improve reporting processes, controls, and workflows</li><li>Collaborate with finance, legal, operations, and investment teams</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>We are looking for an experienced Sr. Credit Policy Analyst to support credit strategy and policy governance in Solano County, California. This role focuses on shaping lending guidelines through data-driven analysis, regulatory awareness, and a strong understanding of portfolio risk. The ideal candidate brings sound judgment, strong quantitative skills, and the ability to partner across business functions to improve credit performance and policy effectiveness.</p><p><br></p><p>Responsibilities:</p><p>• Develop, refine, and maintain credit policies that support responsible lending decisions, regulatory adherence, and sustainable portfolio performance.</p><p>• Evaluate current and proposed policy changes by analyzing their effect on credit risk, loss exposure, and overall business results.</p><p>• Review lending practices to confirm alignment with internal standards as well as applicable external compliance requirements.</p><p>• Measure the performance of credit policies using portfolio trends, key metrics, and analytical findings, then recommend practical improvements.</p><p>• Research economic conditions, industry developments, and competitor activity to identify factors that may influence credit strategy.</p><p>• Partner with stakeholders across finance, risk, and operations to roll out policy updates and promote consistent execution.</p><p>• Build and interpret credit risk models, portfolio analysis, and reporting that support policy recommendations and decision-making.</p><p>• Prepare clear presentations and visual reports for leadership to explain policy rationale, risk insights, and performance outcomes.</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 Finance Manager | Private Equity Firm | San Jose| Hybrid | Strong Compensation </strong></p><p> </p><p>A leading global investment firm focused on technology investing is growing its finance team. Known for its sophisticated investment platform, strong performance track record, and high-caliber culture, the firm offers the opportunity to work alongside top talent within a highly respected private markets environment.</p><p> </p><p>This is an exciting opportunity to gain deep exposure to complex private equity fund structures while working closely with a lean, highly technical team. The role offers a mix of fund accounting and tax exposure, strong visibility, technical depth, excellent compensation and benefits, and long-term growth potential within a premier investment platform.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Support fund accounting across complex private equity fund structures</li><li>Manage quarterly closes, reconciliations, capital calls, and distributions</li><li>Assist with annual financial statements and audit coordination</li><li>Partner with internal teams and external fund administrators on reporting and operations</li><li>Support accounting and tax-related workstreams across the platform</li><li>Contribute to technical accounting analysis and process improvement initiatives</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></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>Lead Financial Planner | Thriving RIA | Mountain View | Hybrid | Base + Bonus + Profit Sharing</strong></p><p><br></p><p>They're dedicated to empowering clients, community, associates, and families to achieve wealthier lives through compassionate advisory services. Experience an incredible work culture with minimal turnover and a clear career path to becoming a Lead Advisor. Enjoy bonuses and a lucrative Profit Sharing program.</p><p><br></p><p><strong>Some Responsibilities:</strong></p><ul><li>Partner with Lead Advisors: Attend meetings, gather data, create and present financial plans.</li><li>Collect and analyze client financial information.</li><li>Develop financial plans, investment policies, and portfolio reports.</li><li>Implement and monitor plans, coordinating with external advisors.</li><li>Prepare client communications and presentations.</li><li>Maintain client and prospect databases.</li><li>Assist with technology integration and document management.</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p><strong>Please apply to this posting and ping me on LinkedIn for additional consideration – Mahmoud Adam, CPA</strong></p><p><br></p><p>If you're looking to transition from public accounting into private equity—or you're already in fund accounting and want to join one of the industry's most respected investment firms—this is an outstanding opportunity.</p><p><br></p><p>We're hiring a <strong>Senior Fund Accountant</strong> to join the finance team of a leading private equity firm managing <strong>over $10B in AUM</strong>. This is a high-visibility role offering direct exposure to complex fund structures, investor reporting, fund operations, and senior finance leadership, all within a collaborative team that genuinely invests in developing its people.</p><p><br></p><p><strong>What You'll Do</strong></p><p>• Prepare quarterly and annual fund financial statements (audited & unaudited)</p><p>• Support fund close, capital calls, distributions, and investor allocations</p><p>• Maintain reconciliations and partner with external auditors during annual audits</p><p>• Analyze cash activity, investment transactions, and fund performance reporting</p><p>• Assist with SEC reporting, process improvements, and AI-driven initiatives</p><p>• Work closely with senior finance leadership on high-impact projects</p><p><br></p><p><strong>Why You'll Want to Consider This Opportunity</strong></p><p>• Join a highly respected private equity platform with <strong>$10B+ in AUM</strong></p><p>• Excellent opportunity for professionals coming directly from public accounting</p><p>• Strong mentorship from experienced finance leaders</p><p>• Hybrid schedule (2 days onsite in San Francisco)</p><p>• Competitive compensation, annual bonus, and comprehensive benefits</p><p>• Meaningful exposure to sophisticated investment structures and fund operations</p>
<p>Colleen McAuliffe from Robert Half is looking for an experienced Controller to lead core accounting and financial management activities for a nonprofit organization in San Jose, California. This position will guide financial reporting, regulatory compliance, and internal control practices in a federally funded environment while serving as a trusted advisor to executive leadership. The ideal candidate brings strong expertise in government-funded programs, cost-based accounting, and financial planning, along with the ability to strengthen processes and support sound operational decisions.</p><p><br></p><p>Responsibilities:</p><p>• Direct daily finance and accounting activities, including payables, receivables, payroll oversight, general ledger management, reconciliations, cash administration, fixed asset tracking, billing, and purchasing controls.</p><p>• Produce and review monthly, quarterly, and annual financial reports, ensuring accuracy, completeness, and timely delivery of supporting schedules.</p><p>• Maintain compliance with federal funding requirements by overseeing financial practices related to grants, contracts, cooperative agreements, and cost-reimbursable programs.</p><p>• Prepare required financial submissions, tax-related filings, and documentation for multiple entities while preserving accurate records for restricted and unrestricted funds.</p><p>• Act as the primary point of contact for external auditors and government reviewers, coordinating audit support and promoting ongoing audit readiness.</p><p>• Oversee indirect cost methodologies, including fringe, overhead, and administrative allocations, and support the development of billing rates, pricing models, and cost proposals.</p><p>• Partner with program and operational leaders to build budgets, monitor spending, analyze financial variances, and improve forecasting and cash planning.</p><p>• Strengthen financial policies, internal controls, procurement documentation, and subcontractor compliance practices to reduce risk and improve accountability.</p><p>• Lead, coach, and develop accounting staff while presenting financial insights, compliance updates, and performance recommendations to senior leadership.</p><p>• Manage financial systems and related process improvement efforts to enhance reporting quality, efficiency, and decision support.</p>
<p><strong>Please apply to this posting and ping me on LinkedIn for additional consideration – Mahmoud Adam, CPA</strong></p><p><br></p><p>If you're looking to transition from public accounting into private equity—or you're already in fund accounting and want to join one of the industry's most respected investment firms—this is an outstanding opportunity.</p><p><br></p><p>We're hiring a <strong>Senior Fund Accountant</strong> to join the finance team of a leading private equity firm managing <strong>over $10B in AUM</strong>. This is a high-visibility role offering direct exposure to complex fund structures, investor reporting, fund operations, and senior finance leadership, all within a collaborative team that genuinely invests in developing its people.</p><p><br></p><p><strong>What You'll Do</strong></p><p>• Prepare quarterly and annual fund financial statements (audited & unaudited)</p><p>• Support fund close, capital calls, distributions, and investor allocations</p><p>• Maintain reconciliations and partner with external auditors during annual audits</p><p>• Analyze cash activity, investment transactions, and fund performance reporting</p><p>• Assist with SEC reporting, process improvements, and AI-driven initiatives</p><p>• Work closely with senior finance leadership on high-impact projects</p><p><br></p><p><strong>Why You'll Want to Consider This Opportunity</strong></p><p>• Join a highly respected private equity platform with <strong>$10B+ in AUM</strong></p><p>• Excellent opportunity for professionals coming directly from public accounting</p><p>• Strong mentorship from experienced finance leaders</p><p>• Hybrid schedule (2 days onsite in San Francisco)</p><p>• Competitive compensation, annual bonus, and comprehensive benefits</p><p>• Meaningful exposure to sophisticated investment structures and fund operations</p>
We are looking for a Finance Manager to support planning, reporting, and analysis activities for a team based in San Francisco, California. This Long-term Contract opportunity is ideal for a detail-oriented finance specialist who can provide strong insight into business performance through accurate forecasting, thoughtful modeling, and dependable monthly close support. The role will contribute to financial visibility and decision-making by translating data into clear recommendations for stakeholders.<br><br>Responsibilities:<br>• Lead monthly close activities by reviewing financial results, resolving variances, and helping ensure timely and accurate reporting.<br>• Build and maintain financial models that support budgeting, scenario planning, and strategic decision-making.<br>• Prepare recurring and ad hoc financial reports that highlight trends, risks, and performance drivers.<br>• Analyze operating results against forecasts and budgets, identifying key variances and explaining underlying causes.<br>• Develop forward-looking projections to support planning cycles and business performance reviews.<br>• Partner with cross-functional stakeholders to gather inputs, validate assumptions, and improve the quality of financial analysis.<br>• Present concise financial insights and recommendations that help leadership make informed decisions.
We are looking for an Accounts Payable Clerk to join our team in Hayward, California in a contract capacity with the potential for a permanent position. This position is ideal for someone who is confident managing a busy accounts payable workload, works accurately under pressure, and can operate with limited day-to-day direction. The role offers the opportunity to support ongoing accounting operations by handling invoice activity, maintaining organized financial records, and contributing to timely payment processes.<br><br>Responsibilities:<br>• Process a high volume of vendor invoices with accuracy, ensuring proper entry, account coding, and supporting documentation.<br>• Review and match invoices to purchase orders, receipts, or other backup materials before payment approval.<br>• Apply the correct general ledger codes and cost center allocations within a detailed chart of accounts.<br>• Prepare and assist with check runs and other scheduled payment activities to support timely vendor disbursements.<br>• Monitor daily accounts payable activity, resolve discrepancies, and follow up on outstanding items to keep transactions moving efficiently.<br>• Maintain organized invoice and payment records while supporting audit readiness and internal documentation standards.<br>• Work independently in a fast-paced setting, managing deadlines and prioritizing tasks with minimal supervision.<br>• Use QuickBooks or a comparable ERP system to complete accounts payable transactions and maintain accurate financial data.
<p>We are hiring an <strong>Accounts Payable Specialist</strong> with hands-on experience in <strong>full-cycle AP</strong>. This role will support invoice processing, payment runs, vendor communication, reconciliations, and month-end AP activities.</p><p>Key Duties:</p><ul><li>Process and code invoices</li><li>Handle 2-way/3-way matching</li><li>Reconcile vendor accounts and statements</li><li>Prepare check runs, ACH, and wire payments</li><li>Resolve invoice and payment discrepancies</li><li>Maintain vendor records</li><li>Assist with month-end close and reporting</li></ul><p><br></p>
<p><strong>Please apply to this posting and ping me on LinkedIn for additional consideration – Mahmoud Adam, CPA</strong></p><p><br></p><p> <strong>Compensation:</strong> Up to <strong>$120K</strong> + Bonus (up to 20%) + Profit Sharing</p><p> <strong>Location:</strong> San Francisco Financial District (Hybrid – 2 days/week)</p><p><br></p><p>If you're looking for a role that goes <strong>far beyond spreadsheets and support work</strong>, this could be the career move you've been waiting for.</p><p><br></p><p>Join a highly respected wealth management firm that advises <strong>ultra-high-net-worth individuals and multi-generational families</strong>, where you'll work directly alongside experienced Wealth Managers and gain meaningful exposure to investment management, portfolio strategy, and comprehensive financial planning.</p><p><br></p><p>This is an exceptional opportunity for someone who wants to become a trusted advisor—not just another analyst.</p><p><strong> What You'll Do</strong></p><p>✔ Build and refine comprehensive financial plans</p><p> ✔ Analyze investment portfolios and prepare client recommendations</p><p> ✔ Create portfolio models and performance reports</p><p> ✔ Prepare materials for client meetings and participate in client discussions</p><p> ✔ Partner closely with Wealth Managers on sophisticated planning and investment strategies</p>
<p>Robert Half client is looking for a motivated Inside Sales Representative to join a healthcare-focused organization in Concord, California. This contract opportunity with potential for a permanent role is ideal for someone early in their sales career who enjoys speaking with people, understanding their needs, and helping them make informed decisions. In this role, you will connect with warm inbound and marketing-generated leads, build trust with seniors and their families, and turn interest into long-term customer relationships through thoughtful, consultative conversations.</p><p><br></p><p>Inside Sales Representative Responsibilities:</p><p>• Engage with inbound and marketing-sourced prospects to understand their situations and recommend suitable products, pricing, and service options.</p><p>• Lead consultative sales conversations that address customer questions, ease concerns, and highlight the value of available solutions.</p><p>• Build strong connections with seniors, caregivers, and family members by communicating with empathy, clarity, and professionalism.</p><p>• Maintain consistent follow-up with prospective customers to keep opportunities moving forward and improve conversion outcomes.</p><p>• Record customer interactions, lead updates, and sales activity accurately in company systems to support pipeline visibility and reporting.</p><p>• Work toward daily performance expectations related to outreach, conversions, and revenue generation.</p><p>• Partner with colleagues and leadership to share feedback on customer objections, lead quality, and market patterns.</p><p>• Use persuasive and timely communication to help interested prospects make confident purchasing decisions.</p><p><br></p><p>If you are interested in this Inside Sales Representative, please submit your resume today!</p>
<p><strong>Please apply to this posting and ping me on LinkedIn for additional consideration – Mahmoud Adam, CPA</strong></p><p><br></p><p> <strong>Compensation:</strong> Up to <strong>$120K</strong> + Bonus (up to 20%) + Profit Sharing</p><p> <strong>Location:</strong> San Francisco Financial District (Hybrid – 2 days/week)</p><p><br></p><p>If you're looking for a role that goes <strong>far beyond spreadsheets and support work</strong>, this could be the career move you've been waiting for.</p><p><br></p><p>Join a highly respected wealth management firm that advises <strong>ultra-high-net-worth individuals and multi-generational families</strong>, where you'll work directly alongside experienced Wealth Managers and gain meaningful exposure to investment management, portfolio strategy, and comprehensive financial planning.</p><p><br></p><p>This is an exceptional opportunity for someone who wants to become a trusted advisor—not just another analyst.</p><p><strong> What You'll Do</strong></p><p>✔ Build and refine comprehensive financial plans</p><p> ✔ Analyze investment portfolios and prepare client recommendations</p><p> ✔ Create portfolio models and performance reports</p><p> ✔ Prepare materials for client meetings and participate in client discussions</p><p> ✔ Partner closely with Wealth Managers on sophisticated planning and investment strategies</p>
<p>We are looking for a Supply Chain Analyst to join a fast-growing wholesale distribution organization in the east bay. This contract opportunity with potential for a permanent role is ideal for someone who enjoys turning data into actionable inventory and purchasing decisions while partnering across planning, logistics, and brand teams. The person in this role will help maintain strong product availability, improve forecast accuracy, and support efficient inventory flow in a dynamic environment.</p><p><br></p><p>Responsibilities:</p><p>• Oversee inventory planning, demand forecasting, and purchasing activities to maintain service expectations and support target stock positions.</p><p>• Update and manage key planning data within supply chain systems, including lead times, service targets, inventory settings, and product life cycle information.</p><p>• Analyze historical demand, supplier performance, and changing lead times to recommend appropriate adjustments to reorder points and inventory levels.</p><p>• Work closely with Brand Management to reflect promotional activity, category direction, and market conditions in forecast assumptions and replenishment plans.</p><p>• Partner with logistics and operations teams to support timely, cost-conscious movement of goods across the supply chain.</p><p>• Provide reporting and analytical input that helps Brand Management shape and execute product and inventory strategies.</p><p>• Assist with additional projects and cross-functional assignments related to planning, procurement, and supply chain performance as needed.</p>