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19 results for Learning And Development Manager in Davis, CA

HR Director
  • Sacramento, CA
  • remote
  • Contract / Temporary to Hire
  • 55.00 - 75.00 USD / Hourly
  • <p>About the Opportunity</p><p>We are seeking a strategic <strong>Director of Human Resources</strong> with proven leadership experience in the <strong>education industry</strong> to join our organization. This contract-to-permanent role offers the chance to lead HR strategy, drive organizational development, and ensure full compliance in a dynamic education environment.</p><p>The ideal candidate brings deep expertise in educational workforce dynamics, union relations, educator talent acquisition/retention, and navigating the unique regulatory landscape of the education sector.</p><p>Key Responsibilities:</p><ul><li>Develop and execute comprehensive HR strategies that align with the organization’s mission, goals, and priorities in the education sector.</li><li>Lead all aspects of employee relations, fostering a positive, inclusive, and high-performing work culture tailored to educators, administrators, and support staff.</li><li>Design, implement, and manage competitive compensation and benefits programs to attract, retain, and motivate top talent in a competitive education talent market.</li><li>Ensure full compliance with federal, state (California), and local employment laws, as well as education-specific regulations, including those related to credentialing, funding programs, and government contracts.</li><li>Collaborate with state government agencies, education departments, and relevant programs to maintain adherence to standards and resolve any compliance matters.</li><li>Oversee HR compliance, risk management, and policy development with a focus on education industry nuances.</li><li>Provide strategic guidance and leadership to the HR team while serving as a trusted advisor to senior leadership.</li><li>Monitor HR metrics and workforce analytics to drive data-informed decisions and continuous improvement.</li><li>Lead organizational development initiatives to enhance employee engagement, performance management, and professional development for education professionals.</li><li>Act as a key liaison between the organization and state/local government entities, education boards, or regulatory bodies as needed.</li></ul><p><br></p>
  • 2026-04-06T18:03:54Z
Human Resource Business Partner
  • Lodi, CA
  • onsite
  • Permanent
  • 90000.00 - 110000.00 USD / Yearly
  • The Human Resources Business Partner (HRBP) provides hands-on HR support across multiple locations in a grocery retail environment, ensuring compliance with California labor laws. The role blends daily HR operations with strategic partnership to align people practices with business goals.<br><br>Key responsibilities include managing employee relations (performance issues, investigations, terminations), supporting recruitment and onboarding, assisting with benefits and leave management, and ensuring compliance with labor regulations. The HRBP also supports performance management, training and development, and change initiatives.<br><br>Additionally, the role involves analyzing HR data, maintaining records, and driving employee engagement by working closely with leaders to improve workplace satisfaction and foster a high-performance culture.<br><br>Most important keys: <br> · This HRBP will cover primarily Stockton and Lodi as far south as Manteca and as far west as Fairfield- comfortable to travel <br> · Very strong time manager and prioritizing task coming their way- have to be able to manage and budget their day- have a level of autonomy <br> · CA employment law knowledge (federal, state, and labor laws)<br> · Experienced HRBP in CA (Employee investigations, Interactive processes for ADA accommodations, exempt vs nonexempt, meal penalty, Etc.)<br> · There will be collaboration and support but need foundational knowledge<br> · Software- Workday, Day force- just a preference, comfortable working in an HR system- required <br> · Bachelors, strongly preferred or strong working experience <br>HR Certifications – all are a preference
  • 2026-04-06T16:59:04Z
HR Generalist
  • West Sacramento, CA
  • onsite
  • Temporary
  • 26.13 - 30.25 USD / Hourly
  • <p>We are looking for a skilled HR Generalist to join our team on a contract to hire opportunity in West Sacramento, California. In this role, you will play a key part in managing various human resources functions, including employee relations, benefits administration, and onboarding processes. This position provides an excellent opportunity to support organizational goals while ensuring a positive employee experience.</p><p><br></p><p>Responsibilities:</p><p>• Manage employee relations by addressing workplace concerns and fostering a positive organizational culture.</p><p>• Coordinate onboarding processes to ensure new hires have a seamless transition into the company.</p><p>• Administer employee benefits programs, including enrollment, updates, and addressing inquiries.</p><p>• Oversee daily HR administrative tasks to maintain efficient departmental operations.</p><p>• Utilize HRIS systems to manage employee data and generate accurate reports.</p><p>• Develop and implement HR policies and procedures to ensure compliance with legal and organizational standards.</p><p>• Provide guidance to employees and managers regarding HR-related inquiries.</p><p>• Collaborate with management to support workforce planning and talent retention strategies.</p><p>• Conduct training sessions and workshops to enhance employee skills and knowledge.</p><p>• Assist in performance management processes, including evaluations and feedback sessions.</p>
  • 2026-03-26T22:03:44Z
Fund Accounting Manager - Private Equity
  • Oakland, CA
  • remote
  • Permanent
  • 155000.00 - 180000.00 USD / Yearly
  • <p><strong>Fund Accounting Manager – Real Estate Private Equity</strong></p><p><strong>Jennifer Fukumae with Robert Half Finance & Accounting</strong> is partnering with a <strong>private equity real estate investment firm</strong> seeking a <strong>Fund Accounting Manager</strong> to join their team. This is an excellent opportunity to work alongside a highly experienced group in a collaborative environment that values professional development.</p><p>The Fund Accounting Manager will oversee accounting, reporting, and investor deliverables for multiple real estate investment vehicles, including value-add funds and joint ventures. This role works closely with finance, asset management, operations, and investor relations teams and requires both strong technical accounting skills and experience with fund structures.</p><p><strong>Key Responsibilities</strong></p><ul><li>Oversee fund-level accounting and coordinate closely with the third-party fund administrator</li><li>Manage the audit process and serve as the primary contact for external auditors and tax advisors</li><li>Review and support preparation of investor reporting packages, including financial statements and capital account reporting</li><li>Assist with investor requests, due diligence materials, and historical fund performance reporting</li><li>Ensure compliance with partnership agreements, fund governing documents, and internal controls</li><li>Collaborate with asset management and property accounting teams to ensure accurate reporting across underlying investments</li><li>Monitor fund liquidity, debt compliance, and distribution activity</li><li>Work cross-functionally across departments to support financial operations and reporting</li></ul><p><br></p>
  • 2026-04-04T04:23:46Z
Accounting Manager/Supervisor
  • Sacramento, CA
  • onsite
  • Permanent
  • 95000.00 - 105000.00 USD / Yearly
  • We are looking for an experienced Accounting Manager to oversee and streamline key financial operations in our organization based in Sacramento, California. This role involves managing accounts payable, accounts receivable, payroll, and other essential accounting functions while ensuring compliance with regulations and internal standards. The ideal candidate will excel in maintaining accuracy, timeliness, and professionalism, while fostering collaborative relationships with staff and external partners.<br><br>Responsibilities:<br>• Supervise and mentor accounting staff, including recruitment, training, performance reviews, and disciplinary actions.<br>• Oversee payroll operations, ensuring timely funding, troubleshooting system issues, and reviewing payroll processes.<br>• Manage accounts receivable by monitoring data entry, overseeing collections, and ensuring accuracy in receipt tracking.<br>• Review accounts payable transactions, approve payments, analyze aging reports, and ensure proper credit card statement management.<br>• Monitor contract billing and revenue tracking, providing guidance to program teams regarding budget spending and compliance.<br>• Handle banking operations such as positive pay exceptions and credit card management, including user setup and limits.<br>• Collaborate with senior accountants to address posting errors, perform general ledger analysis, and manage reclassifications.<br>• Ensure internal reporting deliverables are completed accurately and documented, providing backup support for payroll and other accounting areas as needed.<br>• Assist with audit preparations, data support, and compliance with organizational policies and confidentiality standards.<br>• Identify workflow issues, recommend solutions, and support ongoing staff training and development initiatives.
  • 2026-03-20T13:28:42Z
Operations Specialist
  • Yuba City, CA
  • onsite
  • Temporary
  • 55.00 - 75.00 USD / Hourly
  • <p>Position Summary</p><p>Our client is expanding their farming operations by constructing a new rice milling plant dedicated to producing high-quality rice flour. They are seeking an experienced and hands-on <strong>Plant Manager</strong> to lead the full launch and ongoing operations of the milling facility.</p><p>The Plant Manager will be responsible for overseeing daily production, managing a team of 20–30 employees, driving operational efficiency, and ensuring the plant meets quality, safety, and financial targets. This role combines strong operational leadership with sales and accounting responsibilities, making it ideal for a well-rounded manager who can grow the business from the ground up. Experience in grain or food milling is a significant plus.</p><p>Key Responsibilities</p><ul><li><strong>Operations & Production Leadership</strong></li><li>Oversee all aspects of the rice milling plant, including receiving paddy rice, milling, processing into rice flour, packaging, and shipping.</li><li>Develop and implement production schedules to meet customer demand while maximizing throughput and minimizing downtime.</li><li>Manage equipment maintenance, process improvements, and continuous efficiency initiatives.</li><li><strong>Team Management</strong></li><li>Directly supervise, hire, train, and develop a team of 20–30 employees (operators, technicians, quality assurance, and support staff).</li><li>Foster a culture of safety, accountability, and continuous improvement.</li><li>Conduct performance reviews, address disciplinary issues, and promote professional growth.</li><li><strong>Sales & Business Development</strong></li><li>Lead sales efforts for rice flour products, including identifying new customers (food manufacturers, distributors, bakeries, etc.), negotiating contracts, and managing key accounts.</li><li>Collaborate with the farming division to align supply with market demand.</li><li><strong>Accounting & Financial Oversight</strong></li><li>Manage plant-level budgeting, cost control, inventory valuation, and profitability tracking.</li><li>Prepare monthly financial reports, variance analysis, and forecasts for executive leadership.</li><li>Oversee raw material costing, yield tracking, and pricing strategies.</li><li><strong>Quality, Safety & Compliance</strong></li><li>Ensure full compliance with food safety standards (HACCP, FDA, FSMA, etc.) and maintain certifications.</li><li>Implement and enforce all workplace safety policies and environmental regulations.</li><li>Monitor product quality and implement corrective actions as needed.</li><li><strong>Additional Duties</strong></li><li>Coordinate with the upstream farming operations for timely and consistent raw rice supply.</li><li>Manage inventory of finished goods, packaging materials, and spare parts.</li><li>Prepare the plant for future expansion and process upgrades.</li></ul><p><br></p>
  • 2026-04-06T18:28:45Z
Human Resources Generalist
  • Sacramento, CA
  • onsite
  • Permanent
  • 60000.00 - 75000.00 USD / Yearly
  • <p>We are seeking a detail-oriented and collaborative <strong>Human Resources Generalist</strong> to support day-to-day HR operations and partner closely with leadership across multiple locations in the Greater Sacramento and Central California region. This is an <strong>on-site role</strong> in Sacramento that requires strong teamwork with managers and field operations.</p><p><br></p><p>For immediate consideration, please contact Shantel Poole via LinkedIn or call 916-649-0832.</p><p><br></p><p><strong>What You’ll Do:</strong></p><ul><li>Support recruiting, interviewing, and onboarding efforts</li><li>Assist with employee relations, performance management, and HR compliance</li><li>Help administer HR programs including benefits, leave, training, and employee engagement initiatives</li><li>Maintain accurate employee records and HR documentation</li><li>Support payroll-related processes and HRIS data entry</li><li>Assist with open enrollment and benefits communication</li><li>Partner with leadership to ensure consistent policy implementation</li></ul><p><strong>What We’re Looking For:</strong></p><ul><li>Strong communication and interpersonal skills</li><li>Excellent organization, time management, and attention to detail</li><li>Ability to manage multiple priorities and meet deadlines</li><li>Working knowledge of employment laws and HR best practices</li><li>Proficiency in Microsoft Office; experience with HRIS systems is a plus</li></ul><p><br></p>
  • 2026-03-26T17:18:44Z
Staff Accountant
  • Rancho Cordova, CA
  • remote
  • Temporary
  • 30.00 - 35.00 USD / Hourly
  • <p>Robert Half Contracts Finance and Accounting Division is seeking a Staff Accountant to join a great company in the Rancho Cordova area! This Staff Accountant would play an essential role in the company dynamics. The Staff Accountant would need to have 3-5 years of accounting experience and be able to work on site.</p><p><br></p><ul><li>Month-End Close: Execute month-end closing procedures, including preparing and posting journal entries, reviewing account reconciliations, and ensuring timely completion of all related tasks.</li><li>Reconciliation: Perform detailed account reconciliations, identify discrepancies, and resolve issues to maintain accurate financial statements.</li><li>QuickBooks Management: Utilize QuickBooks for daily accounting functions, including accounts payable/receivable, general ledger entries, and payroll.</li><li>Weekly Check Run: Prepare and process weekly check runs to ensure accurate and timely payments to vendors and other payees.</li><li>Semi-Monthly Payroll: Assist in the preparation and processing of semi-monthly payroll, including verification of hours, deductions, and benefits.</li></ul><p>Skills:</p><ul><li>Experience: Minimum of 3 years of hands-on experience with QuickBooks, month-end close, and reconciliation.</li><li>Education: Some college coursework in accounting or finance, and/or professional training in accounting, or equivalent combination of education and experience.</li><li>Skills: Strong proficiency in QuickBooks, G-Suite, Microsoft Excel; excellent analytical and problem-solving skills.</li><li>Attention to Detail: High level of accuracy and meticulousness in financial reporting and reconciliation tasks.</li><li>Communication: Effective written and verbal communication skills, with the ability to interact professionally with team members and other departments.</li><li>Organization: Ability to prioritize tasks and work efficiently under tight deadlines.</li></ul><p><br></p><p>If you feel this is the job is for you, apply today!</p>
  • 2026-04-08T20:33:46Z
Construction Contracts Manager
  • Rocklin, CA
  • remote
  • Permanent
  • 104000.00 - 115000.00 USD / Yearly
  • We are looking for a skilled Construction Contracts Manager to join our team in Rocklin, California. This role requires a dynamic and detail-oriented individual who can manage contract processes, provide strategic guidance, and ensure risk mitigation throughout project lifecycles. If you have expertise in contract negotiation, administration, and construction law, we invite you to bring your knowledge and leadership to this position.<br><br>Responsibilities:<br>• Collaborate with the sales team to develop effective strategies for pursuing and securing business opportunities, including profitability analysis.<br>• Oversee the contracting process from bid phase to project execution, ensuring proper documentation, training, and tracking of key contract terms.<br>• Maintain organized drafts and archives of contracts, ensuring accessibility and compliance.<br>• Offer strategic guidance to internal teams on contract-related initiatives and objectives.<br>• Lead negotiations by developing strategies and coordinating with teams on complex contractual matters.<br>• Assist in creating and implementing new contract templates, policies, and streamlined processes.<br>• Prepare detailed reports and documentation to support decision-making by senior management.<br>• Participate in project reviews, supporting execution, profitability, and compliance with contract obligations.<br>• Identify, manage, and mitigate risks while developing strategies to address potential challenges.<br>• Provide expert advice on risk management and contribute to the development of lessons learned to improve future project outcomes.
  • 2026-04-02T15:28:45Z
Sr. Accountant
  • Fair Oaks, CA
  • remote
  • Temporary
  • 40.00 - 46.00 USD / Hourly
  • <p>Robert Half Contracts Finance divisions is seeking a Sr Accountant to join a great organization in Sacramento!</p><p><br></p><p>This Sr Accountant would report directly into the Accounting Manager and would handle tasks such as:</p><p><br></p><p><strong>ESSENTIAL FUNCTIONS:</strong></p><p>· Perform and/or review monthly bank reconciliation across multiple bank accounts, ensuring completeness and accuracy of account balances.</p><p>· Prepare journal entries as needed to ensure accurate monthly, quarterly and annual financial reporting.</p><p>· Review and approve entries prepared by Staff Accountant to ensure compliance, accuracy and integrity.</p><p>· Record transactions involving real estate acquisitions/disposals/entity changes/lot line adjustments, understand the overall goal to determine how to setup and book journal entries that are in compliance with generally accepted accounting principles (GAAP) and properly reflect business needs</p><p>· Prepare and review monthly workpapers and reconcile general ledger accounts to subsidiary ledgers.</p><p>· Prepare and review consolidated financial statements (balance sheet, income statement, cash flow) in accordance with GAAP for individual and consolidated entities.</p><p>· Maintain entity level capital calls, income distribution and ensure proper calculation of internal rate of return for assigned entities.</p><p>· Support the audit process by gathering and reviewing supporting documentation, addressing inquiries, and collaborating with the external audit team to ensure a smooth and efficient audit.</p><p>· Prepare quarterly lender reports with variance explanations for loan covenant reporting.</p><p>· Improve accounting procedures and workflows to enhance efficiency.</p><p>· Assist with special tasks as needed.</p><p><br></p><p><br></p><p><strong>Other duties as assigned:</strong></p><p>· Create or update documentation for accounting processes and procedures.</p><p>· Research accounting regulations as needed to ensure transactions recorded are in compliance with GAAP.</p><p>· Cross training and documentation.</p><p>· Participate in continuing education opportunities</p><p>· Provide guidance and mentorship to Staff Accountants.</p><p>· Ensure adherence to internal controls and recommend improvements where needed.</p><p><br></p><p>This position is 100% onsite and would start right away! If you feel this is the job for you apply today!</p>
  • 2026-04-08T20:53:45Z
Medical Collections
  • Sacramento, CA
  • onsite
  • Temporary
  • 25.00 - 30.00 USD / Hourly
  • <p>Robert Half is seeking a detail-oriented Medical Collections Specialist to join our healthcare team. This role plays a critical part in ensuring timely and accurate collection of outstanding medical payments, supporting revenue cycle management, and maintaining high standards of patient communication and confidentiality.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Manage and collect payments from patients, insurance companies, and other payers.</li><li>Review accounts, research discrepancies, and resolve billing issues efficiently.</li><li>Apply knowledge of revenue cycle management processes to achieve outstanding recovery rates.</li><li>Maintain accurate patient records in accordance with HIPAA and internal compliance guidelines.</li><li>Utilize electronic health record (EHR) systems (e.g., Epic) for payment tracking and documentation.</li><li>Partner with internal departments to support month-end close and reporting.</li><li>Communicate with patients regarding billing questions and payment arrangements.</li><li>Coordinate with patient access and scheduling teams to resolve insurance or eligibility challenges.</li><li>Uphold a high level of customer service and professionalism with all parties.</li></ul><p><br></p>
  • 2026-04-03T21:08:45Z
Student Services Coordinator
  • Sacramento, CA
  • remote
  • Temporary
  • 20.00 - 28.00 USD / Hourly
  • <p>Position Summary</p><p>The <strong>Student Services Coordinator</strong> serves as the <strong>first point of contact</strong> for students seeking information, support, and access to university resources. This role is critical in creating a welcoming, supportive, and efficient experience for all students by connecting them to academic support, wellness services, financial aid, housing, career services, and other essential campus resources. The Coordinator plays a key role in promoting student success, retention, and a strong sense of belonging at the university.</p><p>Key Responsibilities</p><ul><li>Act as the primary front-line representative for student services, greeting students in-person, via phone, email, and virtual platforms with professionalism and empathy.</li><li>Provide accurate information and guidance on a wide range of university resources, including academic advising, counseling and wellness services, disability accommodations, financial aid, housing, food insecurity programs, career development, and extracurricular opportunities.</li><li>Assess student needs through initial consultations and make appropriate referrals to specialized departments or campus partners.</li><li>Maintain up-to-date knowledge of all student support programs, policies, procedures, and campus events.</li><li>Assist students with navigating university systems (e.g., student portal, registration, forms, and online resources).</li><li>Coordinate and facilitate student success workshops, information sessions, and resource fairs.</li><li>Track and document student interactions using the university’s case management or CRM system to ensure follow-up and continuity of support.</li><li>Collaborate with faculty, staff, and other student services teams to support holistic student development.</li><li>Respond promptly to student inquiries and escalate complex issues to senior staff or appropriate departments as needed.</li><li>Support the planning and execution of new student orientation and ongoing student engagement initiatives.</li><li>Contribute to data collection and reporting on student usage of services to help identify trends and improve programs.</li></ul><p><br></p>
  • 2026-04-08T23:04:19Z
Fund Accountant - SF; ~1 day onsite
  • San Francisco, CA
  • remote
  • Permanent
  • 100000.00 - 120000.00 USD / Yearly
  • <p>Reach out to Jennifer Fukumae with Robert Half’s Finance and Accounting division to learn more about a San Francisco–based investment firm deploying disciplined strategies in the public markets.</p><p>They are looking to add a Fund Accountant to their highly collaborative team in San Francisco. This role offers strong visibility, exposure to the full lifecycle of fund operations, and the opportunity to work closely with a team that prioritizes mentorship and professional growth.</p><p> </p><p><strong>Responsibilities</strong></p><p><strong>Fund Accounting</strong></p><ul><li>Maintain the <strong>general ledger</strong> for multiple investment funds (PE/VC/HF structures) </li><li>Prepare and review <strong>monthly/quarterly NAV packages</strong>, including partner capital allocations </li><li>Calculate and reconcile <strong>management fees, carried interest, and incentive allocations </strong></li><li>Record and reconcile <strong>investment activity</strong> (purchases, sales, realized/unrealized gains/losses) </li><li>Prepare <strong>capital calls and distribution notices</strong> for LPs </li><li>Perform <strong>cash, portfolio, and capital account reconciliations </strong></li><li>Support <strong>quarter-end and year-end closes</strong>, including financial statement preparation </li><li>Coordinate with <strong>fund administrators, auditors, and tax advisors</strong> to support audits and filings </li></ul><p><strong>Management Company Accounting</strong></p><ul><li>Maintain <strong>management company GL</strong> and oversee month-end close </li><li>Prepare <strong>financial statements</strong> (P& L, balance sheet, cash flow) for the management entity </li><li>Track and analyze <strong>operating expenses, budgets, and variance reporting </strong></li><li>Process <strong>AP/AR, payroll entries, and expense allocations</strong> across funds/entities </li><li>Assist with <strong>budgeting and forecasting</strong> for the management company </li></ul><p> </p>
  • 2026-03-31T04:58:44Z
Director of Accounting Services (Controller)
  • Stockton, CA
  • onsite
  • Permanent
  • 120000.00 - 170000.00 USD / Yearly
  • Key Responsibilities<br>• Serve as the primary accounting contact and advisor for an assigned portfolio of client accounts.<br>• Manage full-cycle accounting for multiple clients, including general ledger, accounts payable, accounts receivable, payroll coordination, and month-end close.<br>• Set up, maintain, and optimize QuickBooks Online files, including chart of accounts, classes, locations, and integrations.<br>• Prepare and/or review monthly, quarterly, and annual financial statements and management reports for clients.<br>• Ensure timely and accurate reconciliations of bank, credit card, and other key balance sheet accounts.<br>• Develop and monitor client-specific accounting policies, procedures, and internal controls.<br>• Oversee budgeting, forecasting, and cash flow analysis for clients; provide insights and recommendations.<br>• Review work performed by staff/accounting specialists, providing direction, training, and performance feedback.<br>• Coordinate with tax and assurance teams to support year-end engagements and information requests.<br>• Identify process improvement opportunities and implement technology and workflow enhancements for clients.<br>• Assist with onboarding new clients, including needs assessment, engagement scoping, and system setup.<br>• Manage engagement deadlines and priorities across multiple clients, communicating proactively with internal teams and client management.<br>Qualifications<br>• Bachelor’s degree in accounting, finance, or related field required.<br>• CPA license preferred but not required.<br>• Minimum of 8–10 years of progressive accounting experience, including prior supervisor/manager responsibilities.<br>• Prior experience in a CPA firm or client accounting services environment strongly preferred.<br>• Expert-level proficiency with QuickBooks Online, including advanced features and third-party app integrations.<br>• Strong understanding of U.S. GAAP for small to mid-sized businesses.<br>• Experience with non-profit organizations and various reporting requirements related to non-profits.<br>• Proven ability to manage multiple client relationships and competing priorities.<br>• Demonstrated leadership skills, including staff supervision, coaching, and delegation.<br>• High level of comfort working in cloud-based and paperless environments.<br>• Excellent communication and client service skills.<br>• Strong organizational skills, attention to detail, and ability to meet deadlines.
  • 2026-03-20T13:33:43Z
Lead Financial Planner- RIA Firm - Mountain View
  • Mountain House, CA
  • remote
  • Permanent
  • 120000.00 - 150000.00 USD / Yearly
  • <p><strong>Jennifer Fukumae</strong> is seeking a talented financial planning professionals to join a <strong>team-based wealth advisory environment</strong>. The firm manages a high-net-worth client base, providing comprehensive financial planning and investment management services. With a one-team approach, all planners work closely with Lead Advisors to gain exposure to diverse planning styles and develop expertise across all aspects of wealth management.</p><p>This is an excellent opportunity for candidates looking to <strong>grow their careers in financial planning</strong>, gain hands-on experience with high-net-worth clients, and participate in every step of the planning and investment process—from gathering client data to presenting custom financial plans.</p><p><strong>Responsibilities</strong></p><ul><li>Participate in client meetings alongside Lead Advisors, collecting and analyzing client data.</li><li>Assist in creating and presenting financial plans using a structured planning process.</li><li>Work closely with advisory, investment, and client services teams to gain exposure to all aspects of wealth management.</li><li>Review and ensure completion of client financial documents, including balance sheets, cash flow analyses, family strategic plans, estate maps, and portfolio reports.</li><li>Develop and deepen client relationships through regular communication and proactive service.</li><li>Coordinate with internal advisors and external professionals (CPAs, attorneys, insurance specialists) to execute comprehensive financial plans.</li><li>Prepare client and prospect presentations, correspondence, and meeting materials.</li><li>Assist with the implementation and monitoring of client financial plans, including investment policy statements, portfolio rebalancing, and ongoing planning updates.</li><li>Maintain and expand client, advisor, and prospect databases.</li><li>Support technology integration and document management initiatives to streamline planning processes.</li></ul><p><br></p>
  • 2026-03-31T04:48:45Z
Bookkeeper
  • Walnut Creek, CA
  • remote
  • Temporary
  • 30.00 - 40.00 USD / Hourly
  • <p>Our client is seeking an organized and detail-oriented Bookkeeper for an ongoing temp-to-hire opportunity. If you’re eager to gain valuable experience in the finance and accounting field, this role is a great way to start or advance your career. You will support the daily accounting functions and help keep operations running smoothly.</p><p><br></p><p>Key Responsibilities:</p><ul><li>Record day-to-day financial transactions and ensure accuracy in the general ledger</li><li>Process accounts payable (AP) and accounts receivable (AR)</li><li>Reconcile bank statements and credit card accounts</li><li>Assist with payroll processing and reporting</li><li>Maintain financial records and prepare basic reports for management</li><li>Support month-end and year-end close procedures</li><li>Handle confidential information with professionalism</li><li>Perform additional accounting and administrative duties as assigned</li></ul><p><br></p>
  • 2026-04-07T20:59:03Z
Business Systems Analyst
  • American Canyon, CA
  • onsite
  • Permanent
  • 12000.00 - 140000.00 USD / Yearly
  • <p>We are looking for a dedicated Business Systems Analyst to join our team near Benicia, CA. This position plays a vital role in bridging the gap between business objectives and IT solutions, ensuring enterprise applications align with organizational goals and operate efficiently. The ideal candidate will bring experience in IFS EERP, IFS Cloud is highly desirable. This is 4 days onsite.</p><p><br></p><p>Responsibilities:</p><p>• Manage and optimize enterprise applications, focusing on functionality across departments such as Finance, Supply Chain, and Manufacturing.</p><p>• Analyze business needs and translate them into effective system configurations, enhancements, and integrations.</p><p>• Lead cross-functional projects from requirements gathering through implementation and post-launch support.</p><p>• Collaborate with stakeholders to improve processes, enhance data integrity, and ensure system usability.</p><p>• Adapt to evolving priorities while maintaining alignment with the organization's strategic roadmap.</p><p>• Facilitate user adoption and standardize processes within the enterprise application ecosystem.</p><p>• Serve as a trusted advisor to business users and IT teams, offering insights into system capabilities and best practices.</p><p>• Work closely with developers, consultants, and vendors to deliver system enhancements and integrations.</p><p>• Ensure seamless data flow and alignment between enterprise systems and legacy applications.</p><p>• Document processes, workflows, and system configurations, and develop training materials for end-users.</p>
  • 2026-03-18T16:04:21Z
Case Manager
  • Sacramento, CA
  • onsite
  • Permanent
  • 60000.00 - 80000.00 USD / Yearly
  • We are looking for a dedicated and organized Paralegal to join our team in Sacramento, California. In this role, you will manage legal cases, ensuring smooth communication and coordination between clients, neutrals, and internal teams. Your expertise will contribute to the efficient handling of mediation, arbitration, and private judging cases from initiation to resolution.<br><br>Responsibilities:<br>• Oversee case files for mediation, arbitration, and private judging, ensuring timely progress and resolution.<br>• Coordinate schedules and communication with neutrals to facilitate smooth legal proceedings.<br>• Apply legal terminology and processes effectively to maintain accuracy and compliance.<br>• Handle billing, retainer assessments, and client communications with attention to detail.<br>• Identify and resolve issues as they arise, collaborating with team leaders and consultants.<br>• Uphold internal service standards and best practices in all case management activities.<br>• Participate in team training sessions, check-ins, and meetings to stay informed and aligned with organizational goals.
  • 2026-04-02T15:33:43Z
Inventory Control Specialist
  • Stockton, CA
  • onsite
  • Permanent
  • 55000.00 - 70000.00 USD / Yearly
  • RESPONSIBILITIES <br>Financial Reconciliation & Reporting<br>• Validate that all inventory related transactions (receipts, issues, transfers, adjustments, scrap, returns) are accurately recorded in Parity (inventory system) by the Operations team daily.<br>• Post Inventory transactions in Great Plains (accounting system)<br>• Reconcile inventory between GP and Parity<br>• Reconcile outside warehouse inventory to GP. <br>• Process inventory transactions for sales from outside warehouses to move finished goods from PB to PFFI within GP to support sales order fulfillment.<br>• Investigate and resolve discrepancies related to inventory quantities, units of measure, and transaction timing.<br>• Validate monthly transactions in financial reporting systems. <br>Transaction Validation & Compliance<br>• Review transactions entered by operations, procurement, and warehouse teams to ensure accuracy, completeness, and compliance with company policies.<br>• Identify incorrect or missing transactions and follow up with responsible teams to correct them.<br>• Monitor open POs, unmatched receipts, and unposted transactions to ensure timely resolution.<br>• Validate BOM accuracy, production reporting, and WIP movements as needed.<br>Process Monitoring & Issue Resolution<br>• Track recurring errors or process gaps and escalate systemic issues to management.<br>• Collaborate with cross functional teams to correct root causes of inventory inaccuracies.<br>• Support cycle count and physical inventory processes by validating results and ensuring proper adjustments are recorded.<br>• Maintain documentation of reconciliation procedures and transaction workflows.<br>• Maintain standardized reports and dashboards for monitoring inventory accuracy<br><br>Most important keys: <br>• Bachelors is a must <br>• Needs to be a thinker, who is willing to be trained<br>• Heavy reconciliations of data between different systems and resolving discrepancies with operating and accounting teams (standard month end, journal entries, etc)<br>• 1+ years experience would be ideal, open to college grad at lower comp<br>• Communicating issues to leadership and operations (corporate and onsite) and begin able to identify them- will need to be meticulous and detail oriented- great communicator to leadership at the plant onsite with them<br>• Training included<br>• Willing to evolve into an accounting role<br>• Software- Great Plains (Accounting System), and Parity (Inventory System)
  • 2026-03-30T18:48:42Z