<p>Colleen McAuliffe at Robert Half is looking for a detail-oriented real estate operations specialist to support a growing North American portfolio from California. This position focuses on lease administration, portfolio oversight, and coordination with internal partners and external landlords to keep real estate activities organized, compliant, and efficient. The role also contributes to process design and reporting improvements that strengthen portfolio governance and support future global growth.</p><p><br></p><p>Responsibilities:</p><p>• Oversee lease activity from execution through renewal or closeout, tracking key terms, dates, obligations, and required actions across the portfolio.</p><p>• Maintain complete and accurate lease records, abstracts, and supporting files so documentation remains current and audit-ready.</p><p>• Manage lease management system data and reporting, resolving discrepancies and ensuring reliable portfolio information for business use.</p><p>• Coordinate communications with landlords and internal teams regarding notices, certificates, amendments, and other lease-related documentation.</p><p>• Partner with Legal, Finance, Workplace Operations, and business stakeholders to support lease reviews, approvals, and operational decisions.</p><p>• Assist with negotiations and transaction support by organizing materials, aligning stakeholders, and following through on action items.</p><p>• Identify opportunities to improve space usage, portfolio performance, and operational consistency across multiple locations.</p><p>• Support office moves, expansions, consolidations, subleases, and other real estate projects while monitoring compliance with lease terms.</p><p>• Develop standardized procedures, templates, and controls that improve administration, reporting, and scalability across regions.</p><p>• Prepare summaries, analyses, and presentations for leadership and contribute to broader corporate real estate initiatives.</p>
<p>Our client, a San Francisco-based healthcare AI company, is seeking a temporary Legal Operations Specialist to support the buildout of its legal function as the company continues to expand internationally.</p><p>This contractor will partner closely with the internal team to establish foundational legal operations infrastructure, with an initial focus on building and organizing the company's core legal folder system and developing practical workflows for managing legal documents and processes. The role is well suited for a paralegal or legal operations professional who has experience creating structure within a growing legal function and can independently organize information, establish repeatable processes, and help build systems that can scale with the business.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Partner with internal stakeholders to build and organize the company's core legal folder and document management structure</li><li>Review and organize existing legal documents, agreements, corporate records, and other legal materials into a consistent and accessible filing system</li><li>Develop file naming conventions, folder structures, document categorization standards, and related organizational protocols</li><li>Establish and document legal operations workflows for the intake, organization, tracking, and maintenance of legal matters and documents</li><li>Create trackers, templates, checklists, and other tools to improve visibility into legal work and support consistent processes</li><li>Assist with organizing contracts and maintaining key agreement information, deadlines, renewal dates, and related records as needed</li><li>Identify gaps or inefficiencies in existing legal administrative processes and help implement practical solutions appropriate for a growing company</li><li>Coordinate with business stakeholders to gather legal documents and information and ensure materials are appropriately maintained</li><li>Document newly established processes to support ongoing use by the company's legal and business teams</li><li>Provide additional paralegal and legal operations support as the legal function develops and priorities evolve</li></ul><p><br></p>
<p>We are seeking a detail-oriented and analytical Financial Analyst with proven experience utilizing Oracle financial systems. In this role, you will be responsible for data analysis, budgeting, forecasting, and preparing financial reports to support management decision-making. This position is ideal for a finance professional who enjoys leveraging technology to drive process improvements and deliver actionable insights.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Analyze financial data and trends to provide actionable insights and recommendations</li><li>Develop, maintain, and improve budgeting and forecasting models</li><li>Prepare monthly, quarterly, and annual financial reports</li><li>Partner with department leaders to develop and monitor budgets</li><li>Conduct variance analysis and investigate discrepancies</li><li>Utilize Oracle ERP and financial modules for data extraction, reporting, and process automation</li><li>Assist with month-end and year-end close activities, ensuring accuracy and compliance</li><li>Identify process improvement opportunities and help implement best practices</li></ul><p><br></p>
<p><strong>LOCAL BAY AREA CANDIDATES ONLY</strong></p><p><br></p><p><strong>FINANCIAL ANALYST FOR TECH MANUFACTURE COMPANY</strong></p><p><br></p><p>As a key member of the finance team, the Financial Analyst provides strategic financial support to business leaders through analysis, forecasting, and process optimization. This position offers hands-on experience across financial planning, operational finance, and accounting functions in a manufacturing setting.</p><p><br></p><p><strong>Responsibilities:</strong></p><p>Partner with business leaders to provide financial analysis and support decision-making.</p><p>Build financial models for forecasting, pricing, profitability, and investments.</p><p>Analyze monthly results, identify variances, and recommend improvements.</p><p>Support budgeting, forecasting, and long-range planning.</p><p>Standardize and improve financial processes, reporting, and analytics.</p><p>Automate reporting and enhance data quality through continuous improvement.</p><p>Prepare KPI dashboards, management reports, and executive presentations.</p><p>Collaborate with operations, engineering, supply chain, and accounting teams.</p><p>Support audits, compliance, and internal controls.</p><p>Assist with month-end close, journal entries, reconciliations, and balance sheet reviews.</p><p>Develop a strong understanding of manufacturing operations and financial drivers.</p><p><br></p><p><br></p>
<p>We are looking for a Financial Analyst to join a fast-moving healthcare finance team. This Long-term Contract position is suited for a highly analytical, detail-oriented individual who can step in quickly, work independently, and translate complex financial results into clear insights for leadership. The role focuses on operating expense support while also requiring strong knowledge of healthcare revenue dynamics, including Medicare, Medi-Cal, and Managed Care. Success in this position requires strong Excel capability, sound business judgment, and confidence presenting financial narratives to executive stakeholders.</p><p><br></p><p>Responsibilities:</p><p>• Analyze operating expenses, revenue trends, and budget performance to identify key drivers behind financial results.</p><p>• Build forecasts, budgeting models, and ad hoc analyses that support planning and operational decision-making.</p><p>• Investigate variances between actuals, budget, and forecast, then explain findings through clear financial narratives and supporting detail.</p><p>• Prepare presentation materials and executive-ready summaries for leadership, including occasional interaction with senior stakeholders.</p><p>• Work with large datasets using advanced Excel functions to organize information, uncover trends, and improve reporting accuracy.</p><p>• Provide transparent backup documentation and walk leadership through workbooks, assumptions, and analytical conclusions when requested.</p><p>• Contribute quickly in a high-tempo environment, taking ownership of assignments with minimal day-to-day direction.</p>
<p>We are looking for a Business Systems Administrator to support and enhance the technology platforms that power a growing investment advisory firm in the East Bay. This role centers on administering Salesforce and a portfolio of business applications while partnering with teams across the organization to improve workflows, strengthen system controls, and resolve day-to-day technology issues. The ideal candidate brings hands-on experience managing SaaS platforms, a practical approach to automation, and the ability to turn business needs into reliable, user-friendly solutions.</p><p><br></p><p>Responsibilities:</p><p>• Oversee daily administration of Salesforce, including configuration of objects, fields, user roles, permissions, reports, dashboards, and workflow automation.</p><p>• Provide timely troubleshooting and user support for Salesforce and other firm applications, ensuring employees can work efficiently across departments.</p><p>• Maintain and support key business platforms such as Orion, DocuSign, Box, Jump AI, Schwab Advisor Center, Fidelity Wealthscape, Calendly, and related tools.</p><p>• Manage user provisioning, security settings, application access, and routine system upkeep to maintain stable and compliant operations.</p><p>• Partner with software vendors and external IT resources to investigate issues, coordinate resolutions, and improve platform performance.</p><p>• Analyze current business processes, identify inefficiencies, and implement technology-driven improvements that reduce manual effort.</p><p>• Build, test, and maintain Salesforce Flows and other automations to streamline operations and support scalable business processes.</p><p>• Assist with system integrations, data transfers, upgrades, testing efforts, and broader technology initiatives across the firm.</p><p>• Create and maintain clear documentation for systems, procedures, integrations, and recurring administrative tasks while supporting onboarding, offboarding, access reviews, and security-related activities.</p>
<p>We are looking for a Business Systems Analyst to support operational improvements and business process clarity for a customer-focused environment in Oakland, California. This role partners with stakeholders to evaluate current workflows, define practical solutions, and translate business needs into clear documentation for delivery teams. The ideal candidate brings strong analytical thinking, experience working in service-driven settings, and the ability to contribute effectively within Agile Scrum teams.</p><p><br></p><p>Responsibilities:</p><ul><li>Partner with business teams, IT, and vendors to deliver application solutions from planning through launch.</li><li>Develop deep knowledge of assigned systems and business processes.</li><li>Analyze needs, identify solutions, and provide strategic recommendations.</li><li>Advocate for user needs to ensure successful product outcomes.</li><li>Lead requirements gathering, documentation, and stakeholder collaboration.</li><li>Coordinate with technical teams on integrations and system functionality.</li><li>Configure, maintain, and support enterprise applications.</li><li>Manage testing, deployments, upgrades, and migrations.</li><li>Serve as a key liaison between business, IT, leadership, and vendors.</li><li>Foster teamwork, collaboration, and continuous product improvement.</li></ul>
<p>We are looking for a Procurement Analyst to support strategic purchasing and supply planning for a food-focused operation in the East Bay,California. This role is ideal for someone who can balance cost control, supplier performance, and product availability while working in a fast-paced environment. Experience connected to the food sector is highly valued, and familiarity with school meal programs would be especially beneficial.</p><p><br></p><p>Responsibilities:</p><p>• Analyze purchasing activity, pricing trends, and supplier performance to identify savings opportunities and strengthen procurement decisions.</p><p>• Coordinate with internal teams to maintain steady product availability, align purchasing plans with operational demand, and reduce supply disruptions.</p><p>• Support sourcing initiatives by gathering quotes, comparing vendor proposals, and contributing to commercial negotiations.</p><p>• Review contracts, purchase terms, and supplier commitments to help ensure favorable pricing, service levels, and compliance standards.</p><p>• Monitor inventory movement and logistics patterns to improve replenishment timing and overall supply chain efficiency.</p><p>• Prepare reports and recommendations for stakeholders on spend patterns, vendor results, and procurement performance metrics.</p><p>• Build and maintain productive relationships with suppliers to improve communication, service reliability, and issue resolution.</p><p>• Assist with procurement process updates, including operational changes or system-related transitions, to support continuity and accuracy in purchasing activities.</p>
<p>We are looking for an AML/KYC Analyst to join a financial crimes compliance team in California. This long-term contract position is suited for a detail-focused individual who can assess transactional alerts, evaluate potential risk, and document findings with precision. The role offers the opportunity to contribute to anti-money laundering and know-your-customer efforts by supporting investigations and helping maintain compliance with applicable regulatory standards.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Conduct initial reviews of alerts to identify unusual activity and assess whether additional investigation is warranted.</p><p>• Evaluate transaction patterns and customer information to determine when matters should be referred for deeper examination.</p><p>• Support the identification of cases that may lead to suspicious activity reporting by summarizing relevant risk indicators.</p><p>• Research account activity and related data sources to build well-supported investigative findings.</p><p>• Prepare clear, organized documentation that explains review outcomes, supporting evidence, and recommended next steps.</p><p>• Apply AML, KYC, and Bank Secrecy Act standards while performing daily compliance-related analysis.</p><p>• Use spreadsheets and other data analysis methods to interpret information efficiently and accurately.</p>
<p>Jennifer Fukumae with Robert Half is partnering with a fast-growing private markets platform seeking a <strong>Fund Operations Associate</strong> to join its team.</p><p> </p><p>This is an opportunity to sit at the center of the firm's fund operations and treasury infrastructure, supporting the lifecycle of a rapidly growing portfolio of funds. The ideal candidate will bring a strong foundation in fund accounting or fund operations but is also someone who is proactive, takes ownership, and enjoys solving problems in a fast-paced environment.</p><p> </p><p><strong>What You'll Do</strong></p><ul><li>Support the day-to-day operations of a large and growing portfolio of private market funds.</li><li>Coordinate and execute capital calls, distributions, wires, and other fund-related transactions.</li><li>Support treasury operations, including banking activity and lines of credit.</li><li>Maintain accurate investor and fund data across internal systems and platforms.</li><li>Partner closely with internal teams, fund administrators, banks, and other external counterparties.</li><li>Help ensure the accuracy, timeliness, and overall operational health of the funds.</li><li>Identify issues and take ownership of finding solutions rather than simply escalating problems.</li><li>Collaborate across a growing organization with teams located in multiple offices.</li><li>Contribute to process improvement, automation, and technology initiatives as the platform continues to scale.</li></ul><p><br></p>
We are looking for an Access Ops Associate to support patient registration and appointment access services for a healthcare organization in Newark, California. This Long-term Contract position plays an important role in helping patients, providers, and community partners navigate scheduling, registration, and related administrative processes with accuracy and professionalism. The ideal candidate brings strong customer service skills, sound judgment, and the ability to manage high-volume communications while maintaining compliance and a patient-centered approach.<br><br>Responsibilities:<br>• Guide patients through registration activities, appointment scheduling, rescheduling, and cancellations across multiple clinics and service lines.<br>• Respond to inbound and outbound calls, record relevant details accurately, and direct requests to the appropriate teams for timely follow-up.<br>• Maintain current and accurate patient records by reviewing demographic, coverage, and other required information within medical record systems.<br>• Recognize urgent patient concerns or workflow issues and elevate them promptly to the appropriate department or leadership contacts.<br>• Verify insurance-related requirements, support authorization steps when needed, and keep patients informed about the status of their access needs.<br>• Coordinate outpatient visits and related services to help create a seamless experience across departments and specialty areas.<br>• Support referring and community physicians by facilitating connection points for consultation requests and access to the appropriate providers.<br>• Provide care coordination support when applicable to help ensure patient needs are addressed efficiently and in alignment with established protocols.<br>• Follow hospital standards, regulatory expectations, and patient safety practices while contributing to a respectful, secure, and service-focused environment.
<p>We are looking for an experienced VP Credit Risk to support a financial services institution through a Long-term Contract engagement. This position focuses on strengthening credit risk governance, shaping policy direction, and providing senior-level guidance across lending and risk functions. The ideal candidate brings deep expertise in financial services risk oversight and is comfortable engaging with regulatory bodies while helping the organization maintain a sound and effective risk framework.</p><p><br></p><p>Responsibilities:</p><p>• Lead the review and enhancement of credit risk policies to ensure they align with business objectives, regulatory expectations, and prudent lending practices.</p><p>• Provide strategic advice to senior stakeholders on credit exposure, portfolio trends, and emerging risk concerns across lending activities.</p><p>• Evaluate existing credit risk controls and recommend improvements that reinforce governance, accountability, and consistent decision-making.</p><p>• Partner with compliance and operational teams to support due diligence efforts and strengthen alignment between credit risk and AML-related considerations.</p><p>• Oversee the development and validation of credit risk methodologies and models used to assess portfolio performance and potential loss exposure.</p><p>• Prepare clear risk insights, reporting materials, and recommendations for executive leadership and relevant oversight committees.</p><p>• Engage with financial services regulators and assist in responding to reviews, inquiries, and examination-related requests.</p><p>• Contribute to broader risk management strategies by identifying vulnerabilities, monitoring key indicators, and promoting effective mitigation plans.</p>
<p><strong>Anisa is a Direct-Hire</strong> Recruiter with Robert Half <strong>Financial Services, </strong>specializing in roles within<strong> Finance & Accounting </strong>across the<strong> Bay Area. </strong>Happy to connect with professionals in the space, even if you’re just curious about the market.</p><p> </p><p>✨ Operations Associate</p><p>📍 San Ramon, CA (On-Site)</p><p>🏢 Established Wealth Management Firm</p><p>💰 Competitive Base + Bonus + 401K</p><p><br></p><p>Anisa is partnered with a well-established and rapidly growing independent wealth management firm with over <strong>$2B in AUM</strong> is seeking an <strong>Operations Manager</strong> to join its leadership team. This unique opportunity is part of a planned succession strategy, offering extensive mentorship, hands-on training, and direct partnership with senior leadership as you grow into a broader operational leadership role.</p><p><br></p><p>This position is ideal for a solutions-oriented professional who thrives on improving processes, leading projects, and serving as the connective tissue across an organization. You'll work closely with executive leadership, oversee key operational initiatives, support HR and compliance functions, and play an integral role in helping a collaborative, client-focused firm continue its growth trajectory.</p><p><br></p><p><strong>Who We're Looking For</strong></p><p>You may be an operations professional, office manager, HR coordinator, project manager, or business administrator within financial services who enjoys wearing multiple hats and improving how organizations operate.</p>