<p>Looking to grow your accounting career with greater variety and opportunity? Join Robert Half’s Full-Time Engagement Professionals (FTEP) program as an Accounting Clerk. Enjoy the stability of full-time employment while gaining hands-on experience across diverse client projects, expanding your skill set, and accelerating your professional growth.</p><p><br></p><p>For more information, please contact Tawnia Kirshen via LinkedIn and send your resume to my email found there. </p><p><br></p><p>Key Responsibilities</p><ul><li>Support day-to-day accounting operations across accounts payable, accounts receivable, billing, and collections.</li><li>Process invoices, post payments, and assist with vendor and customer account maintenance.</li><li>Generate and distribute invoices, monitor aging reports, and follow up on outstanding balances.</li><li>Reconcile account activity and research discrepancies to support accurate financial records.</li><li>Perform high-volume data entry with speed and accuracy.</li><li>Assist with cash application, payment tracking, and account updates.</li><li>Respond to vendor, customer, and internal inquiries in a timely and professional manner.</li><li>Maintain organized accounting documentation and support month-end close activities as needed.</li><li>Use Excel to prepare reports, track account activity, and support data review and analysis.</li><li>Adapt quickly to new client systems, workflows, and processes while delivering high-quality support.</li></ul>
<p>Join Robert Half’s Full-Time Engagement Professionals (FTEP) practice as an Accounting Clerk and gain hands-on experience supporting a variety of client projects. You’ll contribute across key accounting functions, including accounts payable, accounts receivable, billing, collections, and general accounting. We’re looking for detail-oriented candidates with intermediate Excel skills and a strong foundation in accounting or finance. A degree in Accounting, Finance, or a related field is preferred.</p><p><br></p><p>For more information, please contact Tawnia Kirshen via LinkedIn and send your resume to my email found there. </p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Support AP, AR, billing, collections, and daily accounting operations.</li><li>Process invoices, post payments, and maintain vendor and customer accounts.</li><li>Generate invoices, review aging reports, and follow up on past-due balances.</li><li>Reconcile accounts, research discrepancies, and maintain accurate records.</li><li>Perform high-volume data entry with accuracy and efficiency.</li><li>Assist with cash application, payment tracking, and account updates.</li><li>Respond to vendor, customer, and internal inquiries professionally.</li><li>Maintain documentation, support month-end close, and use Excel for reporting and analysis.</li><li>Adapt quickly to new client systems and processes while providing quality support.</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>Paraplanner | Wealth Management Firm | Walnut Creek</strong></p><p> </p><p>Join a <strong>growing wealth management firm</strong> known for thoughtful financial planning, personalized client service, and a collaborative culture. As the <strong>first dedicated Financial Planning Analyst</strong>, you'll have the opportunity to help shape the function while working directly with experienced advisors.</p><p>This is an excellent opportunity for an early-career professional passionate about <strong>personal finance, markets, and investment research</strong>.</p><p> </p><p>You'll gain broad exposure across <strong>financial planning, portfolio analysis, and client strategy</strong>, with strong mentorship, licensing support, and a clear path toward <strong>senior planning or advisory roles</strong>. The firm also offers company-paid health and dental coverage, retirement contributions, PTO, and strong professional development support.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Support advisors in preparing and updating <strong>comprehensive financial plans </strong></li><li>Gather and analyze client financial information </li><li>Conduct <strong>investment, market, and economic research </strong></li><li>Analyze portfolios, <strong>asset allocation, and performance </strong></li><li>Research client-specific planning questions and prepare recommendations </li><li>Prepare materials and analysis for advisor and client meetings </li><li>Maintain accurate client data within planning software and CRM systems </li><li>Monitor market and regulatory developments </li><li>Support special projects across financial planning and investments </li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Join Robert Half's Full-Time Engagement Professionals (FTEP) practice as an Accounting Clerk. Build your experience by supporting diverse client projects across accounts payable, accounts receivable, billing, collections, and general accounting. We're seeking candidates with intermediate Excel skills, strong attention to detail, and a degree in accounting, finance, or a related field.</p><p><br></p><p>For more information, please contact Tawnia Kirshen via LinkedIn and send your resume to my email found there. </p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Support AP, AR, billing, collections, and daily accounting operations.</li><li>Process invoices, post payments, and maintain vendor and customer accounts.</li><li>Generate invoices, review aging reports, and follow up on past-due balances.</li><li>Reconcile accounts, research discrepancies, and maintain accurate records.</li><li>Perform high-volume data entry with accuracy and efficiency.</li><li>Assist with cash application, payment tracking, and account updates.</li><li>Respond to vendor, customer, and internal inquiries professionally.</li><li>Maintain documentation, support month-end close, and use Excel for reporting and analysis.</li><li>Adapt quickly to new client systems and processes while providing quality support.</li></ul><p><br></p>
<p>Our client is seeking a detail-oriented Bookkeeper for a conract-to-hire opportunity. This role is ideal for a professional with 2–3 years of bookkeeping experience supporting businesses across multiple industries. The Bookkeeper will handle day-to-day accounting functions, maintain accurate financial records, and help support overall financial operations.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Maintain and reconcile general ledger accounts</li><li>Process accounts payable and accounts receivable transactions</li><li>Manage bank and credit card reconciliations</li><li>Prepare and post journal entries</li><li>Assist with month-end and year-end close activities</li><li>Process payroll or support payroll functions as needed</li><li>Maintain accurate financial records, reports, and supporting documentation</li><li>Assist with account analysis and resolve discrepancies</li><li>Support accounting operations in fast-paced environments across various industries</li></ul>
<p><strong>Jennifer Fukumae</strong> is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. <u>Reach out via LinkedIn or email to start a conversation.</u></p><p> </p><p> </p><p><strong>East Bay | 4 Days Onsite</strong></p><p><strong>$120,000–$140,000 Base Salary (Stretch) + Bonus</strong></p><p> </p><p>Robert Half Financial Services is partnering with a <strong>highly respected and rapidly growing investment firm in the East Bay</strong> on a Senior Fund Accountant opportunity.</p><p> </p><p>This is a great opportunity for someone coming from <strong>hedge fund, private equity, venture capital, fund accounting, tax, finance, or investment operations</strong> who enjoys working in a hands-on environment and wants a role with broad exposure across the investment platform.</p><p> </p><p><strong>The Opportunity</strong></p><p>This is a highly visible role with significant variety, autonomy, and opportunity to make an impact. The responsibilities can evolve based on your experience and strengths, giving you the opportunity to take ownership of increasingly complex operational, financial, and project-based initiatives.</p><p>You’ll work closely with internal teams and external partners and have exposure to multiple investment structures, including open-ended funds and venture capital funds.</p><p> </p><p><strong>What You’ll Do</strong></p><ul><li>Support day-to-day <strong>investment and fund operations</strong> for open-ended investment funds.</li><li>Reconcile trades, positions, cash, and other investment activity between internal records and external service providers.</li><li>Partner with fund administrators, custodians, brokers, and other external partners to resolve discrepancies and ensure accurate and timely processing.</li><li>Support the full trade lifecycle, including settlements, corporate actions, cash movements, and related operational activities.</li><li>Assist with operational and financial processes across additional fund structures, including venture capital funds.</li><li>Help identify opportunities to improve processes, controls, and operational efficiency.</li><li>Take ownership of ad hoc projects and special initiatives across the firm.</li><li>Work independently while collaborating closely with a highly experienced and knowledgeable team.</li><li>Grow the scope of the role based on your background, interests, and ability to take on new challenges.</li></ul><p><br></p>
<p><strong>Jennifer Fukumae</strong> is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. <u>Reach out via LinkedIn or email to start a conversation.</u></p><p> </p><p><strong>East Bay | 4 Days Onsite</strong></p><p><strong>$140,000–$160,000 Base Salary (Stretch) + Bonus</strong></p><p> </p><p>Robert Half Financial Services is partnering with a <strong>highly respected and rapidly growing investment firm in the East Bay</strong> on a Senior Fund Manager opportunity.</p><p> </p><p>This is a great opportunity for someone coming from <strong>hedge fund, private equity, venture capital, fund accounting, tax, finance, or investment operations</strong> who enjoys working in a hands-on environment and wants a role with broad exposure across the investment platform.</p><p> </p><p><strong>The Opportunity</strong></p><p>This is a highly visible role with significant variety, autonomy, and opportunity to make an impact. The responsibilities can evolve based on your experience and strengths, giving you the opportunity to take ownership of increasingly complex operational, financial, and project-based initiatives.</p><p>You’ll work closely with internal teams and external partners and have exposure to multiple investment structures, including open-ended funds and venture capital funds.</p><p> </p><p><strong>What You’ll Do</strong></p><ul><li>Support day-to-day <strong>investment and fund operations</strong> for open-ended investment funds.</li><li>Reconcile trades, positions, cash, and other investment activity between internal records and external service providers.</li><li>Partner with fund administrators, custodians, brokers, and other external partners to resolve discrepancies and ensure accurate and timely processing.</li><li>Support the full trade lifecycle, including settlements, corporate actions, cash movements, and related operational activities.</li><li>Assist with operational and financial processes across additional fund structures, including venture capital funds.</li><li>Help identify opportunities to improve processes, controls, and operational efficiency.</li><li>Take ownership of ad hoc projects and special initiatives across the firm.</li><li>Work independently while collaborating closely with a highly experienced and knowledgeable team.</li><li>Grow the scope of the role based on your background, interests, and ability to take on new challenges.</li></ul><p><br></p>
<p>Our client is seeking a Temporary Senior Accountant for a 3-month contract to support accounting operations within a fast-paced homebuilding environment. This role will focus on job cost accounting, construction accounting, month-end close, financial reporting, and inventory/land development accounting. The ideal candidate will have strong general ledger experience and a background in homebuilding or construction accounting.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><p><strong>Job Cost & Construction Accounting</strong></p><ul><li>Maintain and reconcile job cost ledgers by community, phase, lot, and cost code.</li><li>Analyze budget-to-actual variances and communicate findings to project and operations teams.</li><li>Process and reconcile construction draws, retention schedules, and lien waiver documentation.</li><li>Review subcontractor invoices, change orders, and commitments for accuracy and proper coding.</li><li>Support project managers with cost tracking and reporting.</li></ul><p><strong>Month-End Close & Financial Reporting</strong></p><ul><li>Prepare journal entries, accruals, and account reconciliations.</li><li>Assist with month-end, quarter-end, and year-end close processes.</li><li>Prepare financial statements and supporting schedules for management reporting.</li><li>Record home closings, including revenue recognition, cost of sales, and escrow reconciliations.</li><li>Assist with lender, investor, and internal reporting requirements.</li></ul><p><strong>Inventory, Land & Development Accounting</strong></p><ul><li>Track and reconcile work-in-progress (WIP), inventory, and land development costs.</li><li>Calculate and apply capitalized interest, indirect costs, and warranty reserves.</li><li>Assist with inventory valuation and cost-to-complete analyses.</li></ul><p><strong>Compliance & Process Improvement</strong></p><ul><li>Support external audits, tax filings, and lender compliance requirements.</li><li>Assist with sales tax, use tax, and 1099 reporting.</li><li>Strengthen accounting processes, documentation, and internal controls.</li><li>Provide guidance and support to junior accounting staff as needed.</li></ul><p><br></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>✨ Associate Financial Advisor</p><p>📍 Walnut Creek, CA (In-Office)</p><p>🏢 Relationship Driven Wealth Management Firm</p><p>💰 Competitive Base + Bonus </p><p><br></p><p>Anisa is partnered with a respected, independent wealth management firm with a long-standing reputation for delivering sophisticated financial guidance and exceptional client service. Backed by a stable and growing platform, the firm has built its success on trust, collaboration, and lasting client relationships that span generations. This is an outstanding opportunity for an experienced <strong>Associate Financial Advisor</strong> to step into an established client base, work alongside seasoned advisors, and play an integral role in helping individuals and families achieve their financial goals.</p><p><br></p><p>As an Associate Financial Advisor, you'll partner closely with senior advisors to support an established client base while delivering comprehensive financial planning and investment guidance.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Manage and support a substantial portfolio of client relationships in partnership with senior advisory professionals.</li><li>Develop personalized financial planning recommendations tailored to each client's goals, risk tolerance, and long-term objectives.</li><li>Conduct client meetings and portfolio reviews, providing proactive guidance and advice.</li><li>Assist in creating comprehensive wealth management strategies, including retirement, investment, estate, and risk-planning considerations.</li><li>Build trusted relationships with clients and become a valued resource throughout their financial journey.</li><li>Prepare financial analyses, recommendations, and planning presentations.</li><li>Collaborate with internal team members to deliver a seamless, high-touch client experience.</li><li>Maintain compliance with all regulatory requirements, policies, and industry standards.</li><li>Contribute to business growth initiatives and participate in relationship-development activities.</li></ul><p><strong>For fastest consideration, please reach out to Anisa Henry via email or LinkedIn.</strong></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>✨ Client Service Associate</p><p>📍 Walnut Creek, CA (In-Office)</p><p>🏢 Relationship Driven Wealth Management Firm</p><p>💰 Competitive Base + Bonus</p><p><br></p><p>Our client, a highly respected independent wealth management firm, is seeking a <strong>Client Service Associate</strong> to join a collaborative and client-focused team. This is an opportunity to become a key contributor within a sophisticated advisory environment where client relationships come first and exceptional service is the standard. Working alongside experienced advisors and operations professionals, you'll play a pivotal role in helping clients navigate their financial lives while supporting a growing and established wealth management practice.</p><p><br></p><p>As a <strong>Client Service Associate</strong>, you'll serve as a critical link between clients, financial advisors, and internal operations teams. You will help manage client relationships, facilitate account activity, coordinate service requests, and ensure every interaction reflects the firm's commitment to excellence.</p><p>This role is ideal for a detail-oriented professional who enjoys balancing relationship management, problem-solving, and operational execution within a fast-paced wealth management environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as a primary point of contact for clients, delivering responsive, high-touch service and helping build lasting relationships.</li><li>Support account onboarding, maintenance, transfers, money movements, and other client service requests while ensuring accuracy and compliance.</li><li>Partner closely with financial advisors to prepare for client meetings, manage documentation, coordinate follow-up, and support day-to-day operations.</li><li>Process account transactions, maintain detailed records, and monitor requests through completion to ensure a seamless client experience.</li><li>Collaborate across advisory, operations, and client service teams to drive efficiency, resolve issues, and uphold the highest standards of service excellence.</li></ul><p><strong>For fastest consideration, reach out to <u>Anisa Henry via email or LinkedIn</u>.</strong></p>
<p>We are looking for an experienced Payroll Manager to lead accurate and timely payroll operations for a large, multi-state workforce in Novato, California. This position oversees the complete payroll cycle, ensures compliance with applicable wage and tax regulations, and supports smooth processing for bi-monthly payroll runs. The ideal candidate brings strong operational leadership, deep payroll expertise, and hands-on experience in a high-volume environment.</p><p><br></p><p>Responsibilities:</p><ul><li>Lead and develop the payroll team, ensuring accurate, timely processing and excellent employee support.</li><li>Oversee multi-state payroll operations, including pay calculations, deductions, taxes, timekeeping, and payroll records.</li><li>Review payroll data, resolve discrepancies, and manage special payments, corrections, and employee changes.</li><li>Ensure compliance with payroll laws, tax regulations, audits, and company policies.</li><li>Partner with HR, Finance, and benefits teams to support payroll accuracy, reporting, and reconciliations.</li><li>Prepare payroll reports, maintain documentation, and safeguard confidential employee information.</li><li>Improve payroll processes, controls, systems, and workflows to enhance efficiency and service quality.</li><li>Serve as the primary resource for payroll issues and support payroll-related projects and system initiatives.</li></ul>
<p><strong>Jennifer Fukumae</strong> is a direct-hire recruiter specializing in Wealth Management, partnering with firms and professionals to connect top talent with the right opportunities. <u>Reach out via LinkedIn or email to start a conversation.</u></p><p> </p><p><strong>Registered Investment Advisor (RIA) | Walnut Creek, CA | Hybrid (1 Day In-Office)</strong></p><p><strong>Compensation: $115,000–$140,000 DOE</strong></p><p>A respected, client-focused <strong>Registered Investment Advisor (RIA) in Walnut Creek</strong> is seeking an <strong>Associate Advisor</strong> to join its collaborative team. This is an excellent opportunity for an experienced wealth management professional who enjoys working directly with clients and delivering comprehensive financial planning services in a boutique environment.</p><p>The Associate Advisor will partner closely with senior advisors to support client relationships, participate in client meetings, develop financial plans, and assist with investment and account management activities. This role offers strong exposure to all aspects of the advisory process while maintaining an exceptional work-life balance through a flexible hybrid schedule of <strong>only one day per week in the office</strong>.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Serve as a trusted point of contact for clients and provide a high level of ongoing service </li><li>Prepare for and participate in client meetings, ensuring timely follow-up and execution of action items </li><li>Develop and update comprehensive financial plans covering retirement, tax, estate, education, insurance, and cash flow planning </li><li>Support investment portfolio implementation and ongoing monitoring </li><li>Coordinate account openings, transfers, distributions, and other client requests </li><li>Maintain accurate CRM records and ensure operational excellence </li><li>Collaborate closely with advisors and internal team members in a small, team-oriented environment </li><li>Contribute to firm initiatives and support a positive, client-first culture </li></ul><p><br></p>
<p>Advance your accounting career with Robert Half’s Full-Time Engagement Professionals (FTEP) program as a Staff Accountant. Enjoy the stability of full-time employment while expanding your experience through diverse, high-impact client assignments across the East Bay, building skills that accelerate your professional growth.</p><p><br></p><p>To apply, Connect with me on <strong>LinkedIn</strong> (Tawnia Kirshen) and send your resume directly. I look forward to connecting!</p><p><br></p><p><br></p><p><strong>Key Responsibilities:</strong></p><p>· Perform month-end closings, reconciliations, and financial reporting.</p><p>· Support accounts payable, accounts receivable, and general ledger functions.</p><p>· Ensure compliance with accounting standards and company policies.</p><p>· Assist with audits and special accounting projects as needed.</p><p>· Collaborate with teams across various departments to meet deadlines and objectives effectively.</p>
<p>For additional information or questions about this opportunity, feel free to reach out to <u>Jennifer Fukumae via email or LinkedIn</u>.</p><p> </p><p><strong>Location:</strong> Walnut Creek, CA</p><p><strong>Salary:</strong> $85,000 - $100,000</p><p><strong>Schedule:</strong> Onsite | Monday-Friday | 8:00 AM - 5:00 PM</p><p> </p><p>We are partnering with a well-established boutique Wealth Management firm in Walnut Creek managing approximately <strong>$1B in assets under management</strong>. Known for its long-tenured team, organic growth, and white-glove client service, the firm is seeking a <strong>Client Service Associate</strong> to support two experienced Wealth Advisors and play a key role in delivering an exceptional client experience.</p><p> </p><p>This is an excellent opportunity for someone who enjoys building relationships, thrives in a collaborative environment, and wants to be part of a stable, client-focused RIA.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Provide day-to-day administrative and operational support to two Wealth Advisors.</li><li>Serve as a primary point of contact for client service requests, ensuring timely and professional communication.</li><li>Prepare, process, and track new account openings, account maintenance, money movements, transfers, and beneficiary updates.</li><li>Coordinate and follow up on client paperwork while ensuring accuracy and completeness.</li><li>Assist with meeting preparation, client reviews, and follow-up items.</li><li>Maintain accurate client records and documentation within the CRM.</li><li>Work closely with <strong>Charles Schwab</strong> to process client requests and resolve account-related inquiries.</li><li>Monitor outstanding service requests and proactively communicate updates to clients and advisors.</li><li>Coordinate with custodians and other third-party providers to ensure a seamless client experience.</li><li>Support ongoing operational projects and contribute to process improvements as needed.</li></ul><p><br></p>
<p>Advance your accounting career with Robert Half’s Full-Time Engagement Professionals (FTEP) program as a Staff Accountant. Enjoy the stability of full-time employment while expanding your experience through diverse, high-impact client assignments across the East Bay, building skills that accelerate your professional growth.</p><p><br></p><p>To apply, Connect with me on <strong>LinkedIn</strong> (Tawnia Kirshen) and send your resume directly. I look forward to connecting!</p><p><br></p><p><strong>Staff Accountant Key Responsibilities:</strong></p><p>· Perform month-end closings, reconciliations, and financial reporting.</p><p>· Support accounts payable, accounts receivable, and general ledger functions.</p><p>· Ensure compliance with accounting standards and company policies.</p><p>· Assist with audits and special accounting projects as needed.</p><p>· Collaborate with teams across various departments to meet deadlines and objectives effectively.</p>
<p>Put your accounting skills to work with Robert Half’s Full-Time Engagement Professionals (FTEP) practice as an Accounts Payable Specialist. Support diverse client projects, manage daily AP/AR activities, maintain accurate financial records, and ensure timely vendor payments—all while gaining experience across different business environments.</p><p><br></p><p><strong>For more information, please contact Tawnia Kirshen via LinkedIn and send your resume to my email found there. </strong></p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Process a high volume of vendor invoices accurately and in a timely manner.</li><li>Review invoices for proper approval, coding, and supporting documentation.</li><li>Prepare and assist with weekly and monthly payment runs, including checks, ACH, and wire payments.</li><li>Reconcile vendor statements and resolve invoice, purchase order, and payment discrepancies.</li><li>Maintain vendor records, including W-9s, payment instructions, and account updates.</li><li>Respond to vendor and internal stakeholder inquiries in a professional and timely manner.</li><li>Support month-end close by preparing AP accruals, reconciliations, and related reports.</li><li>Assist with process improvement initiatives, audit support, and special accounting projects as needed.</li><li>Adapt quickly to new client environments, systems, and workflows while maintaining high service levels.</li></ul><p><br></p>
We are looking for a Staff Accountant to join a busy team on a contract basis for a 3-5 month assignment. This on-site opportunity offers a flexible part-time schedule of about 20 hours per week, with up to three working days available. The role is ideal for an accounting specialist who is comfortable handling day-to-day financial activities, monitoring spending, and supporting purchasing-related processes with a high degree of accuracy and independence.<br><br>Responsibilities:<br>• Manage a steady flow of vendor invoices by reviewing details, confirming supporting records, and preparing items for timely processing.<br>• Examine account assignments and budget allocations to ensure charges are recorded correctly and aligned with approved spending.<br>• Investigate billing inconsistencies, follow up on missing information, and resolve coding or documentation issues with accuracy.<br>• Create journal entries to address posting errors and maintain reliable general ledger records.<br>• Monitor department spending in Excel, keeping budget and expense information organized and up to date.<br>• Provide support for purchasing activity by assisting with purchase orders, vendor agreements, and related administrative documentation.<br>• Work with internal teams to confirm that planned expenses fit within approved budgets before procurement moves forward.<br>• Maintain complete and well-organized financial files to support accounting accuracy and audit readiness.<br>• Contribute to additional accounting and procurement projects as business needs arise, including work within the organization's accounting platform.<br>• Partner with accounting team members and department stakeholders to address financial questions and support operational needs.
<p>We are looking for an HR Generalist to support core people operations and help create a positive, well-organized employee experience in Stockton, California. This role will partner with employees, managers, and HR leadership across day-to-day HR activities, including employee support, onboarding, performance processes, and administrative coordination. The ideal candidate brings sound judgment, strong organization, and the ability to manage sensitive matters with professionalism and accuracy.</p><p><br></p><p>For immediate consideration please contact Nikhil Anand via LinkedIn or call (209) 227-1478.</p><p><br></p><p>Responsibilities:</p><p>• Address routine employee concerns, document relevant details, and resolve issues within established HR guidelines while referring higher-risk situations to senior HR leaders.</p><p>• Advise employees and supervisors on company policies, standard procedures, and everyday HR practices to promote consistent application across teams.</p><p>• Organize performance management activities by supporting goal-setting cycles, review timelines, manager documentation, and follow-through on required steps.</p><p>• Assist with engagement efforts by helping administer surveys, collecting feedback, monitoring action items, and supporting internal communication initiatives.</p><p>• Coordinate onboarding activities for new team members, including paperwork, scheduling, and orientation support, to deliver a smooth and consistent introduction to the organization.</p><p>• Oversee offboarding administration by preparing documentation, coordinating departures, and helping ensure compliance with company requirements.</p><p>• Provide operational HR support in areas such as benefits questions, open enrollment coordination, leave administration, retirement plan inquiries, and upkeep of employee records in HR systems.</p><p>• Arrange training sessions and support HR communications and educational programs that strengthen employee understanding of workplace practices and culture.</p><p>• Monitor HR workflows, reports, and administrative processes while identifying opportunities to improve efficiency, consistency, and standardization across operations.</p>
<p><strong>Jennifer Fukumae</strong> is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. <u>Reach out via LinkedIn or email to start a conversation.</u></p><p><br></p><p>We have an excellent opportunity for a <strong>Big 4 public accountant with experience auditing private equity, venture capital, or hedge fund clients</strong> who is interested in transitioning into an <strong>industry role.</strong></p><p> We are partnering with a <strong>growing investment management firm in San Francisco</strong> that is looking to add a <strong>Senior Accountant</strong> to their team. The firm offers a <strong>collaborative environment, early market hours for those who prefer to start their day earlier, and a flexible hybrid schedule.</strong></p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Prepare performance summaries and risk metric reports for distribution to clients and investors</li><li>Review client NAVs on a monthly or quarterly basis, including investor allocations, waterfall calculations, and capital statements</li><li>Research corporate actions and reconcile against prime broker records</li><li>Assist with client valuation and expense policies</li><li>Coordinate and prepare payments to vendors across client funds and management companies</li><li>Utilize Bloomberg Terminal to revalue client holdings</li><li>Support internal projects and administrative initiatives across the team</li><li>Assist with year-end audit and tax deliverables</li></ul>
<p>We are looking for a detail-oriented Medical Billing Specialist to join our healthcare team in French Camp, California. This Contract to permanent position requires expertise in managing complex billing processes, interpreting healthcare policies, and providing exceptional customer service to patients and clients. The ideal candidate will bring advanced knowledge of billing systems, claim administration, and financial operations to ensure accuracy and efficiency in all tasks.</p><p><br></p><p>Responsibilities:</p><p>• Handle specialized and intricate billing processes, including accounts receivable and appeals management.</p><p>• Research and apply healthcare policies, regulations, and procedures to support accurate claim administration.</p><p>• Compile, maintain, and process financial data for billing, reimbursement, and reporting purposes.</p><p>• Utilize advanced systems and software such as Allscripts, Cerner Technologies, and EHR systems to manage patient information and billing records.</p><p>• Conduct in-depth reviews of legal, custody, and medical records to ensure compliance with reimbursement requirements.</p><p>• Provide clear and effective communication with patients, clients, and external agencies to address inquiries and resolve billing issues.</p><p>• Develop and maintain spreadsheets or databases to track financial operations and generate detailed reports.</p><p>• Prepare and review complex documents, including insurance claims, treatment authorization forms, and subpoenas.</p><p>• Train or oversee clerical staff as needed, ensuring adherence to office practices and procedures.</p><p>• Assist in coordinating administrative functions, such as payroll, purchasing, and inventory management.</p><p>For immediate consideration please contact Cortney at 209-225-2014</p>
<p><strong>Bookkeeper</strong></p><p><strong>Employment Type:</strong> Contract and Contract to Hire </p><p> </p><p><strong>About the Role:</strong></p><p>Are you detail-oriented, organized, and skilled in managing financial records? Robert Half is actively seeking experienced <strong>Bookkeepers</strong> to support the operations of various businesses. Working with our clients, you’ll play a key role in maintaining accurate and up-to-date financial systems while contributing to their success.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Record day-to-day financial transactions, ensuring accurate and timely entry.</li><li>Process accounts payable and accounts receivable, including invoices, payments, and reconciliations.</li><li>Balance and maintain general ledgers; reconcile bank and credit card statements regularly.</li><li>Generate and prepare financial statements, including profit-and-loss reports and balance sheets.</li><li>Resolve discrepancies in financial records and inquiries from vendors or clients.</li><li>Assist with month-end and year-end financial processes.</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>Client Services Manager | Wealth Management Firm | Walnut Creek </strong></p><p> </p><p>Join a <strong>growing wealth management firm</strong> in a highly visible leadership role with the opportunity to make a meaningful impact as the business continues to scale. You'll lead the <strong>Client Service team</strong>, partner closely with advisors and firm leadership, and help build the operational infrastructure needed for continued growth.</p><p> </p><p>This is an ideal opportunity for someone who enjoys <strong>leading and developing people while staying hands-on</strong>. You'll have ownership over <strong>client service, onboarding, workflows, technology, and process improvement</strong>, with the opportunity to introduce greater automation and efficiency across the firm. The company also offers <strong>strong compensation + bonus potential</strong>, company-paid health and dental coverage, 401(k) contributions, PTO, and professional development support.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Lead, mentor, and develop the <strong>Client Service Associate team </strong></li><li>Oversee day-to-day <strong>client service and operational workflows </strong></li><li>Manage client onboarding, account openings, transfers, and ongoing account administration </li><li>Serve as the escalation point for complex client service matters </li><li>Build and improve <strong>scalable processes, procedures, and controls </strong></li><li>Partner with advisors, compliance, and leadership across firm-wide initiatives </li><li>Oversee operational technology, including <strong>CRM, reporting, and workflow platforms </strong></li><li>Drive <strong>automation, systems improvements, and AI-enabled initiatives </strong></li><li>Help build the operational infrastructure to support continued firm growth </li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Our client, a well-established Fortune 500 organization, is seeking a Legal Bill Analyst to join its legal operations team for a 3-month contract period with possibily for extension. This role is ideal for a legal billing professional, legal bill reviewer, or workers' compensation defense legal support professional with strong analytical skills and experience evaluating legal invoices.</p><p><br></p><p>The Legal Bill Analyst will primarily be responsible for reviewing and analyzing outside counsel invoices through CounselLink, ensuring billing practices align with company guidelines and determining whether charges are reasonable and appropriate. This position does not involve direct case handling but does require a solid understanding of workers' compensation defense matters to effectively evaluate billing activity and related documentation.</p><p><br></p><p>This is a hybrid role with candidates expected to report on-site to the Walnut Creek office 3 days a week and work remotely 2 days a week.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Review and analyze legal invoices submitted through CounselLink.</li><li>Evaluate billing entries for accuracy, reasonableness, and compliance with established billing guidelines.</li><li>Identify billing discrepancies, questionable charges, and guideline exceptions.</li><li>Communicate with internal stakeholders regarding invoice review findings and billing-related questions.</li><li>Review documents, correspondence, and claim-related information within the claims management system as needed to support invoice evaluations.</li><li>Apply knowledge of workers' compensation defense practices to assess the appropriateness of legal services billed.</li><li>Maintain accurate records and documentation of invoice review decisions.</li><li>Support legal operations and claims teams with additional billing and reporting-related projects as assigned.</li></ul><p><br></p>
<p>Steven Lahey with Robert Half is hiring on behalf of our client and are looking for a Senior Accountant - Cost/Manufacturing to support core accounting and cost analysis activities within a food & beverage manufacturing setting in Stockton, California. This role works closely with Finance, Operations, Supply Chain, and Procurement to deliver accurate inventory valuation, timely reporting, and meaningful insights into production costs. The position is well suited for someone who thrives in a fast-moving environment, enjoys solving complex accounting issues, and can help strengthen reporting, controls, and process efficiency. For immediate consideration, please reach out to (916) 649-0832</p><p><br></p><p>Responsibilities:</p><p>• Manage accounting activities related to inventory reserves, including evaluating excess and slow-moving stock in partnership with finance and operational teams.</p><p>• Review inventory transactions, cost adjustments, and account activity to confirm proper recording and accurate financial treatment.</p><p>• Work with cross-functional partners to interpret manufacturing cost activity and support period-end costing updates and analysis.</p><p>• Examine cost variances across materials, labor, overhead, yield, and production performance, then explain key drivers to business leaders.</p><p>• Research unusual cost or inventory fluctuations, identify root causes, and recommend corrective actions to improve financial accuracy.</p><p>• Coordinate with Operations, Supply Chain, Procurement, and external manufacturing partners to monitor inventory movement and understand cost inputs.</p><p>• Support financial oversight of outsourced and co-manufacturing arrangements, including review of related inventory and production costs.</p><p>• Contribute to month-end and quarter-end close by preparing journal entries, reconciling general ledger accounts, and producing inventory and spend reporting.</p><p>• Assist with financial reporting and management analysis by preparing schedules, summaries, and commentary for recurring reporting cycles.</p><p>• Enhance accounting processes, reporting tools, and system-based workflows through analysis, testing, and ongoing support for inventory and valuation functionality.</p>
<p><strong>Payroll Specialist</strong></p><p><strong>Contract-to-Hire Opportunity</strong></p><p><strong>About the Role</strong></p><p>Robert Half is partnering with a well-established construction company seeking a Payroll Specialist to join their team. This role will be responsible for processing payroll for field and office employees while ensuring accuracy, compliance, and timely payment. The ideal candidate will have experience handling high-volume payroll in a construction or project-based environment and be comfortable working with multiple pay rates, certified payroll, prevailing wage requirements, and union payroll where applicable.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Process weekly and biweekly payroll for field and office employees accurately and on time.</li><li>Maintain payroll records, including new hires, terminations, wage changes, deductions, garnishments, and benefit elections.</li><li>Review and reconcile payroll registers, labor reports, and payroll-related general ledger accounts.</li><li>Ensure compliance with federal, state, and local payroll regulations, including prevailing wage and certified payroll requirements when applicable.</li><li>Process and audit employee timecards and labor allocations for job costing purposes.</li><li>Prepare certified payroll reports and supporting documentation for public works projects.</li><li>Coordinate with HR and project teams to ensure accurate employee and project information is reflected in payroll.</li><li>Assist with payroll tax reporting, year-end processing, W-2s, and other payroll-related filings.</li><li>Respond to employee questions regarding pay, deductions, benefits, and payroll discrepancies.</li><li>Support payroll audits and maintain accurate payroll documentation.</li></ul><p><br></p>