<p>Jennifer Fukumae with Robert Half Financial Service Group is partnering with a highly regarded independent SEC-Registered Investment Advisor in Mill Valley to identify a <strong>Wealth Manager</strong>. This is a unique opportunity to join a boutique, community-focused firm that blends deep financial expertise with a philosophy of building a true “wealth of life” for its clients — emphasizing well-being, personal fulfillment, and empowerment.</p><p><br></p><p><strong>About the Role</strong></p><p>As a Wealth Manager, you’ll be a central part of the advisory team, managing client relationships, delivering comprehensive financial planning, and supporting firm growth. This role is ideal for advisors with <strong>5+ years of experience</strong> who are ready to step into a client-facing role with greater ownership, career development, and the chance to help clients achieve both financial goals and life aspirations.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Manage and grow client relationships with a planning-first approach.</li><li>Deliver tailored financial plans and investment advice.</li><li>Support business development through client referrals and networking.</li><li>Contribute to team culture and professional development.</li><li>Ensure compliance and maintain accurate client records.</li></ul><p><br></p>
<p><strong>Interested?</strong> Apply today and send your resume via LinkedIn to <strong>JC del Rosario</strong> — I’d love to connect!</p><p><br></p><p><strong>Wealth Manager</strong></p><p><br></p><p><strong>About the Role</strong></p><p>We’re seeking an experienced <strong>Wealth Manager</strong> to join a boutique investment advisory firm dedicated to delivering exceptional service and holistic financial planning. This role is ideal for advisors with 5+ years of experience who want to deepen client relationships, provide comprehensive planning, and contribute to firm growth.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as a trusted advisor for high-net-worth clients, delivering tailored financial planning and investment strategies.</li><li>Manage and grow a book of business through firm referrals and personal efforts.</li><li>Develop and execute plans covering retirement, tax, estate, and risk management.</li><li>Support business development initiatives and participate in community engagement.</li><li>Ensure compliance with regulatory standards and maintain accurate client records.</li></ul><p><strong>Benefits & Perks</strong></p><ul><li>Competitive compensation with performance-based incentives.</li><li>401(k) plan with company match.</li><li>Paid time off and holidays.</li><li>Leadership and professional growth opportunities.</li></ul>
<p>We are looking for an experienced Finance Manager to lead strategic planning, budgeting, and financial analysis efforts. This role is pivotal in driving organizational success through effective financial modeling and decision-making. The ideal candidate will bring expertise in corporate financial planning and a deep understanding of adaptive insights to help shape the company’s financial future. <strong>For immediate consideration, please contact Leon Chang directly via Linked-In.</strong></p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Lead the annual budgeting process and ongoing forecasts, ensuring alignment with organizational goals.</li><li>Consolidate and validate budget requirements; develop multi-year forecasts for revenue, expenses, staffing, and contribution margins.</li><li>Create and maintain KPIs, metrics, and dashboards to monitor performance across departments.</li><li>Prepare detailed variance analyses with insights and actionable recommendations.</li><li>Conduct financial modeling and scenario analyses for key initiatives, programs, and revenue streams.</li><li>Analyze and present complex data clearly using charts, dashboards, and visual reports.</li><li>Develop business plans and financial cases, including ROI, risk, and resource allocation recommendations.</li><li>Deliver concise executive summaries and facilitate data-driven decision-making discussions.</li><li>Act as the primary financial advisor to budget managers, providing proactive guidance and support.</li><li>Develop and lead training sessions to enhance financial literacy and forecasting skills.</li><li>Draft, communicate, and advise on budget policies and financial governance practices.</li><li>Prepare accurate and timely financial reports for senior leadership and the Board of Trustees.</li><li>Produce analytical reports and background materials on institutional finances and resource management.</li><li>Streamline financial data flows and enhance system integration for accurate, centralized reporting.</li><li>Establish data quality standards, perform audits, and maintain consolidated historical data.</li><li>Ensure compliance with institutional policies and applicable laws.</li><li>Participate in community events and organizational initiatives.</li><li>Perform additional duties as assigned.</li></ul>
<p><strong>Accounting Manager</strong></p><p><strong>Location:</strong> Oakland, CA | Hybrid (Parking Provided)</p><p><strong>Schedule:</strong> 2–3 days in office weekly; up to 4 days during initial onboarding</p><p><strong>Compensation:</strong> $135,000–$165,000 base + Discretionary Bonus</p><p> </p><p>Interested? Let’s connect. Reach out to <strong>Jennifer Fukumae</strong> on <strong>LinkedIn</strong> to explore this role or other finance leadership opportunities in my network.</p><p> </p><p><strong>Overview</strong></p><p>A nationally recognized real estate development company is seeking an experienced <strong>Accounting Manager</strong> to oversee financial operations for a portfolio of large-scale, long-term development projects. This role blends technical accounting expertise with hands-on project involvement, making it ideal for someone who enjoys complexity, variety, and working across departments to ensure accurate and timely financial reporting.</p><p> </p><p><strong>Position Summary</strong></p><p>The Accounting Manager will be responsible for end-to-end accounting processes related to multiple development projects, from initial budgeting and cost coding to financial closeout. This includes job cost accounting, percentage-of-completion calculations, acquisition and disposition accounting, and financial reporting. The role requires an ability to interpret construction contracts, manage project cash flows, enforce process controls, and partner closely with both accounting and project management teams.</p>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Accounting Manager| Real Estate Investment Firm| San Mateo| Hybrid | $150-180k base + Bonus</strong></p><p> </p><p>Step into real estate private equity with a dynamic investment firm focused on multifamily housing. This role offers exposure to acquisitions, asset management, and investments in a collaborative, growth-oriented environment where you can make a real impact.</p><p> </p><p>The Accounting Manager position is newly created to support an expanding portfolio and provides the opportunity to co-manage and mentor a senior accountant. Enjoy a hybrid schedule, excellent benefits, and the chance to contribute to high-impact financial operations while developing your career in a nimble, entrepreneurial setting.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Supervise fund administrators in preparing GAAP financial statements</li><li>Analyze transactions and variances, recommending actions to leadership</li><li>Maintain accounting files for property funds, including invoices, depreciation, and journal entries</li><li>Oversee audits and coordinate tax filings</li><li>Monitor cash, perform bank reconciliations, and support financial reporting</li><li>Maintain investor reporting and respond to inquiries</li><li>Ensure compliance with internal controls and tax requirements</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Michelle Espejo with Robert Half Financial Services is recruiting for an <strong>Accounting Manager </strong>at a Well-Established <strong>Real Estate firm</strong>. This is a full-time permanent role based in <strong>Berkeley </strong>with a <strong>Hybrid</strong> schedule.</p><p> </p><p>This is your chance to step into a <strong>high-impact role </strong>at a company known for turning complex sites into vibrant, mixed-use communities. Every project is different, offering variety, visibility, and the opportunity to shape real change. You’ll own the numbers on major developments, work alongside sharp, collaborative teams, and play a key role in driving process improvements. If you're looking for <strong>stability, and the chance to grow with a team that truly values your ideas, this is it.</strong></p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Manage job cost accounting and enforce budget controls</li><li>Lead monthly cost meetings and support project cash flow planning</li><li>Collaborate with project teams to forecast funding needs and manage closeouts</li><li>Review contracts and ensure compliance with internal policies</li><li>Drive process improvements and improve reporting tools</li><li>Prepare audit materials and support annual budgets and forecasts</li><li>Handle vendor setup, accruals, and cost reallocations</li></ul><p> <strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
We are looking for a skilled Property Manager to oversee and maintain operations for residential properties in Oakland, California. This Contract position requires an individual with strong organizational skills and expertise in managing properties within the framework of low-income housing programs. The ideal candidate will bring experience in utilizing property management software and effectively navigating compliance requirements.<br><br>Responsibilities:<br>• Oversee daily operations of residential properties, ensuring tenant satisfaction and property upkeep.<br>• Manage leasing activities, including tenant applications, renewals, and terminations.<br>• Utilize property management software to track and document property performance and tenant interactions.<br>• Ensure compliance with HUD regulations and Low-Income Tax Credit Housing (LITCH) requirements.<br>• Coordinate maintenance activities to keep properties in excellent condition.<br>• Develop and implement efficient processes for tenant communication and issue resolution.<br>• Monitor financial performance, including rent collection and budgeting for property expenses.<br>• Collaborate with internal teams and external vendors to address property needs.<br>• Prepare and review reports to ensure accurate documentation and compliance.<br>• Provide regular updates to stakeholders regarding property status and tenant-related matters.
We are looking for a highly organized and detail-oriented Property Manager to join our team in Oakland, California. In this role, you will play a key part in providing administrative and tenant support to ensure smooth operations within our affordable housing properties. This is a long-term contract position, offering an excellent opportunity to contribute to a mission-driven organization focused on quality housing solutions.<br><br>Responsibilities:<br>• Provide administrative support to property managers and staff, including handling documentation and correspondence efficiently.<br>• Coordinate and process lease agreements, renewals, and compliance forms for affordable housing programs.<br>• Assist tenants during onboarding by explaining lease terms and ensuring compliance with housing requirements.<br>• Manage tenant files, including legal and financial records, while ensuring adherence to local, state, and federal housing regulations.<br>• Prepare detailed monthly reports on occupancy rates, rent collection, delinquencies, and maintenance requests.<br>• Address tenant inquiries professionally, ensuring excellent customer service and timely resolution of issues.<br>• Support property managers in tracking budgets and expenses for effective financial oversight.<br>• Collaborate with maintenance teams to ensure timely completion of repair requests and upkeep of properties.<br>• Utilize property management software, such as Yardi, to maintain accurate records and streamline processes.
<p>Robert Half is working with a top non-profit here on the peninsula that has been a staple for individuals in need. Our client offers a variety of programs and services to its constituents with the hopes they can live healthy lives without worry or panic. </p><p><br></p><p>We are looking for a dedicated Case Manager / Administrative Assistant to join our team in South San Francisco, California. In this long-term contract position, you will play a crucial role in supporting clients through intake coordination, case management, and administrative tasks. This position is ideal for a bilingual, detail oriented individual with strong organizational skills and a passion for assisting underserved populations. The estimated duration is around 4-6 months and requires onsite work in office.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Facilitate client intake processes, conduct thorough assessments, and create tailored case plans to address individual needs.</li><li>Provide guidance and support to clients in achieving their goals, resolving urgent issues such as housing, health, and transportation, and delivering crisis intervention when required.</li><li>Monitor client progress, advocate on their behalf, and assist with administrative tasks like completing forms, translating documents, and drafting letters.</li><li>Maintain well-organized client records in both paper and digital formats, ensuring accurate data entry into relevant databases.</li><li>Assist with front desk operations, compile statistical reports, and analyze case plan effectiveness to improve outcomes.</li><li>Address client concerns promptly, provide support to staff and volunteers, and suggest enhancements to case management procedures.</li><li>Represent the organization with integrity and uphold agency values while participating in case debriefing sessions as needed.</li><li>Adapt to flexible work schedules, including evenings, weekends, and holidays, while adhering to incident reporting protocols.</li><li>Attend relevant training sessions and meetings to stay informed and enhance detail oriented development.</li><li>Perform additional duties as assigned to support the mission of the organization.</li></ul>
<p>We are looking for an experienced Property Administrator to oversee the daily operations of a residential community in San Francisco, California. This contract position requires a strong leader who can ensure compliance with housing regulations, manage financial activities, and foster positive relationships with residents and stakeholders. If you are passionate about delivering exceptional service and creating a supportive work environment, we encourage you to apply.</p><p><br></p><p>Responsibilities:</p><p>• Supervise the daily operations of the residential community to ensure efficient and quality service.</p><p>• Ensure compliance with U.S. Department of Housing and Urban Development, state Housing Finance Agency, and local government regulations.</p><p>• Lead and manage the team, including assigning tasks, evaluating performance, and handling recruitment efforts.</p><p>• Build and maintain strong relationships with residents, team members, and government agencies.</p><p>• Monitor the financial health of the community by preparing budgets, conducting financial analyses, and managing cash flow.</p><p>• Address resident concerns and inquiries to support a positive living experience.</p><p>• Oversee accounts payable, accounts receivable, and billing functions to maintain accurate financial records.</p><p>• Utilize accounting software systems and CRM tools to manage property-related data efficiently.</p><p>• Implement and monitor adherence to organizational policies and procedures.</p><p>• Conduct audits and reviews to ensure operational and financial compliance.</p><p><br></p><p>** If you're interested in this position, please apply to this position and contact Julia Henderson at julia.henderson - at - roberthalf - .com with your word resume and reference job ID# 00410-0013348842 **</p>
We are looking for a dedicated Property Administrator to oversee and support the operations of a 17-unit affordable housing complex in Oakland, California. This Contract to permanent position offers the opportunity to manage tenant relationships, coordinate property maintenance, and handle administrative tasks in a dynamic and rewarding environment. The role is part-time and includes flexible hours, with potential onsite living arrangements available.<br><br>Responsibilities:<br>• Serve as the primary point of contact for tenants, addressing inquiries, resolving concerns, and ensuring satisfaction.<br>• Perform administrative duties such as managing documentation, correspondence, and reports using tools like Microsoft Office.<br>• Maintain strong communication with tenants, including Spanish-speaking residents, to foster positive relationships.<br>• Collaborate with contractors and vendors to oversee property upkeep and handle maintenance requirements.<br>• Assist in the day-to-day operations of the property to ensure efficiency and compliance with housing regulations.<br>• Support the transition of responsibilities from the current Property Manager to ensure seamless property management.<br>• Monitor property conditions and coordinate necessary repairs or improvements.<br>• Ensure adherence to affordable housing standards and guidelines.<br>• Manage tenant onboarding processes, including lease agreements and orientation.<br>• Provide occasional availability for weekend or after-hours needs as required.
<p>We are looking for an experienced Property Administrator to join our team in San Francisco, California. This is a Contract to permanent position offering an exciting opportunity to contribute to property management operations while advancing your career. The ideal candidate will possess strong organizational skills, bilingual proficiency in Spanish and English, and a proven ability to support teams and improve performance.</p><p><br></p><p>Responsibilities:</p><p>• Manage daily administrative tasks related to property operations, ensuring efficiency and adherence to deadlines.</p><p>• Address and resolve issues within the property management process, delivering effective solutions.</p><p>• Provide guidance and coaching to team members or peers to enhance performance and achieve goals.</p><p>• Utilize Yardi software to manage property-related tasks and maintain accurate records.</p><p>• Communicate effectively in both Spanish and English to assist diverse clientele and team members.</p><p>• Oversee leasing and tenant relations, ensuring contracts and agreements are handled appropriately.</p><p>• Support residential and commercial property management activities, maintaining an organized and thorough approach.</p><p>• Adapt to flexible working hours, including occasional extended days, to meet operational demands.</p><p>• Collaborate with other departments to ensure smooth property management processes.</p><p>• Monitor and ensure compliance with property regulations and standards.</p><p><br></p><p>** If you're interested in this position, please apply to this position and contact Julia Henderson at julia.henderson - at - roberthalf - .com with your word resume and reference job ID# 00410-0013350157 **</p>
