We are looking for a dedicated Customer Engagement Administrative Assistant to join our team on a contract basis in Stockton, California. This role will support the transportation department by providing excellent customer service and administrative assistance. The ideal candidate will have a strong background in customer communication, sales transactions, and office support.<br><br>Responsibilities:<br>• Interact with customers to provide detailed information about schedules, trip planning, and transportation services.<br>• Process cash and credit card transactions, ensuring all sales are accurately recorded and reconciled at the end of the day.<br>• Use both online and paper-based resources to provide clear directions and accurate bus schedule information to passengers.<br>• Maintain organized records of customer interactions, transactions, and feedback for reporting and future reference.<br>• Assist with general administrative duties, including filing, data entry, and managing important records.<br>• Support the team by addressing customer inquiries and resolving issues with attention to detail and in a timely manner.<br>• Ensure the office operates efficiently by completing routine tasks and supporting other team members as needed.
<p>We are looking for a dedicated Patient Registration Representative to join our team in French Camp, California, this is a part time position and does require some weekends. In this long-term contract role, you will play a vital part in ensuring accurate and efficient registration of patients while maintaining a high level of professionalism and care. This position is ideal for someone with experience in insurance verification who is committed to delivering excellent service in a healthcare environment.</p><p><br></p><p>Responsibilities:</p><p>• Gather and input patient information into the hospital system by asking pertinent questions of patients or their relatives.</p><p>• Review documentation for accuracy and completeness, ensuring financial codes and account numbers are properly matched.</p><p>• Verify insurance coverage, including Medi-Cal, by checking ID cards, labels, and records.</p><p>• Provide clear explanations of hospital policies, procedures, and regulations related to patient registration.</p><p>• Direct patients to appropriate clinics, offices, or treatment facilities based on their needs.</p><p>• Manage clinic appointment systems to ensure smooth scheduling and coordination.</p><p>• Collaborate with healthcare providers and administrative teams to address patient concerns and streamline registration processes.</p>
<p>We are looking for a detail-oriented Billing Clerk to join our client in Martinez, California. In this Contract-to-permanent position, you will play a key role in managing invoicing, cost control, and productivity reporting for various projects. The ideal candidate will have excellent organizational skills and a strong ability to communicate effectively with both internal teams and external clients.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Prepare comprehensive billing packages with all necessary documentation, including labor reports, material invoices, and subcontractor records, for submission to clients.</p><p>• Review and implement client-specific billing guidelines to ensure compliance.</p><p>• Utilize proprietary software to process invoices and provide constructive feedback to enhance system functionality.</p><p>• Verify weekly electronic time reports for Time & Material (T& M) projects to ensure accuracy before payroll submission.</p><p>• Generate draft invoices and collaborate with project managers for approval prior to client submission.</p><p>• Investigate and resolve discrepancies in invoice data before finalizing submissions.</p><p>• Upload invoice documentation to client portals to facilitate timely payments.</p><p>• Obtain monthly lien releases from subcontractors and vendors in compliance with project requirements.</p><p><br></p><p>Please reach out to John Miller for immediate consideration on this opportunity. </p>
We are looking for a dedicated and detail-oriented Loan Processor to join our team in Sunnyvale, California. In this Contract-to-Permanent role, you will play a pivotal part in ensuring the accurate and efficient processing of real estate loans while maintaining compliance with regulatory standards. This position offers the opportunity to collaborate closely with team members and applicants to deliver an exceptional lending experience.<br><br>Responsibilities:<br>• Review loan applications to ensure all required information and documentation are complete and accurate.<br>• Verify and validate supporting documents such as income statements, credit reports, appraisals, and title work.<br>• Input loan details into the organization's system, ensuring compliance and accuracy.<br>• Communicate proactively with loan officers, underwriters, and applicants to facilitate smooth loan processing.<br>• Address member inquiries and provide clear guidance throughout the loan process.<br>• Ensure all loan files meet organizational policies as well as state and federal regulations.<br>• Collaborate with the lending team to streamline workflows and improve operational efficiency.<br>• Monitor loan progress and provide regular updates to management on application status and key metrics.<br>• Generate detailed reports on loan processing activities, including timelines, volumes, and pending applications.<br>• Participate in training sessions to stay current on compliance requirements and industry practices.
<p>Are you detail-oriented, organized, and experienced in handling financial data? We’re seeking a dedicated Accounting Clerk who will be responsible for matching invoices with purchase orders and performing data entry tasks, primarily using QuickBooks software.</p><ul><li>Review, match, and verify invoices against purchase orders to ensure accuracy and compliance with company policies.</li><li>Accurately input financial transactions into QuickBooks and maintain up-to-date records.</li><li>Identify and resolve discrepancies between invoices and purchase orders. Communicate with vendors or internal teams as needed.</li><li>Organize and maintain physical and digital records of invoices, purchase orders, and related documentation.</li><li>Assist with other general accounting and clerical tasks as needed, such as account reconciliations and report generation.</li></ul><p><br></p>
<p><strong>Jennifer Fukumae</strong> with Robert Half is partnering with a boutique, San Francisco-based multi-family office that provides tailored financial solutions to ultra-high-net-worth individuals and families. This firm delivers a comprehensive range of services, including investment advisory, retirement planning, lending strategies, and customized family office support. The team fosters a collaborative and forward-thinking culture, grounded in long-term client relationships. They value professional excellence, continuous learning, and leveraging technology to enhance the client experience.</p><p> </p><p><strong>Responsibilities</strong>:</p><ul><li>Act as the <strong>primary point of contact</strong> for all service-related client needs, ensuring timely and precise execution across a range of requests</li><li><strong>Collaborate with senior leadership</strong> to implement client-specific strategies and contribute to firm-wide initiatives</li><li>Build deep relationships by <strong>understanding client preferences</strong>, anticipating needs, and exceeding expectations</li><li><strong>Guide and support junior team members</strong>, including Client Service Associates and Analysts, on shared accounts</li><li>Work closely with clients and their external advisors (tax, legal, estate) to <strong>implement complex wealth planning strategies</strong>, including philanthropic and tax-advantaged initiatives</li><li>Foster strong relationships with <strong>clients’ extended professional teams</strong>, such as personal CFOs, executive assistants, and family office staff</li><li>Serve as a <strong>mentor and subject matter resource</strong> for new team members</li><li>Partner with internal investment professionals to assist in <strong>cash deployment and portfolio implementation</strong></li><li>Provide cross-functional support on <strong>internal projects and firm priorities</strong> as needed</li></ul>
<p>This role is 100% onsite in Mountain View </p><p><br></p><p>We are in search of a Payroll Supervisor/Manager/Director to join our team located in Mountain View, California. In this role, you will be tasked with overseeing a high volume, multi-state payroll environment utilizing UKG. This position is within a rapidly developing company and will involve managing a team of four, dealing with a large non-exempt employee population.</p><p><br></p><p>Responsibilities:</p><p>• Oversee and manage a team of 4 in the payroll department</p><p>• Handle a high volume, multi-state payroll environment using ADP Workforce Now</p><p>• Manage payroll for a large non-exempt employee population</p><p>• Ensure the accuracy and efficiency of processing customer credit applications</p><p>• Maintain accurate customer credit records</p><p>• Effectively handle additions and terminations each bi-weekly pay period</p><p>• Manage a workforce of over 1000 employees across multiple states</p><p>• Handle complex commissions</p><p>• Apply effective payroll management strategies.</p>
<p>Reputable law firm is seeking a workers compensation attorney to join their Bay Area team. This role offers remote flexibility and excellent benefits. </p><p><br></p><p>Responsibilities:</p><p>• Litigate workers' compensation cases </p><p>• Make court appearances as required</p><p>• Conduct depositions as part of the litigation process</p><p>• Handle your own caseload, depending on your level of experience</p><p>• Work with a high level of independence, while also collaborating with our team when necessary.</p>
<p>Established mid sized law firm is seeking an experienced Litigation Attorney to join their team. As part of a mission-driven law firm, you will have the opportunity to work on diverse and meaningful litigation matters, primarily focused on real estate and public entity law. This role offers a hybrid work schedule, combining in-office collaboration with flexible remote options.</p><p><br></p><p>Responsibilities:</p><p>• Handle complex litigation cases for clients.</p><p>• Manage cases from inception to resolution, including pretrial litigation, discovery, and trial preparation.</p><p>• Draft and present motions, briefs, and other legal documents with precision and clarity.</p><p>• Conduct in-depth legal research and provide strategic advice to clients.</p><p>• Represent clients during oral arguments, hearings, and trials.</p><p>• Collaborate with colleagues to ensure high-quality legal services and successful case outcomes.</p><p>• Negotiate settlements and agreements effectively with opposing parties.</p><p>• Provide mentorship and leadership to less experienced attorneys and legal staff.</p><p>• Maintain up-to-date knowledge of California law and legal practices.</p><p>• Work seamlessly in a hybrid environment, balancing in-office and remote work commitments.</p>
<p>We are looking for a dedicated Case Manager Admin to join our team in San Francisco, California, on a contract basis. In this role, you will provide comprehensive case management services to a diverse population of formerly homeless adults, many of whom face challenges related to mental health, substance use, or medical issues. This position requires strong organizational skills, compassion, and the ability to collaborate with tenants and various stakeholders to promote housing stability and community engagement.</p><p><br></p><p>Responsibilities:</p><p>• Conduct initial and ongoing needs assessments, outreach visits, and follow-ups to ensure tenants receive appropriate services.</p><p>• Build rapport with tenants and intervene effectively to address housing and life challenges.</p><p>• Assist tenants with securing and maintaining benefits and meeting rent payment obligations.</p><p>• Address unit habitability concerns and collaborate with hotel staff during inspections and pest control visits.</p><p>• Organize community-building events, tenant groups, and social activities to foster a supportive environment.</p><p>• Refer tenants to suitable job placement programs and other resources based on individual needs.</p><p>• Respond to tenant crises, offering de-escalation support and working with relevant departments and providers.</p><p>• Maintain accurate and organized tenant case files, ensuring confidentiality and compliance with regulations.</p><p>• Participate in agency-wide initiatives, such as energy program and income recertification efforts.</p><p><br></p><p>** If you're interested in this position, please apply to this position and contact Allison Jacques at Allison.jacques - at - roberthalf - .com with your word resume and reference job ID#*00410-0013301322*</p>
<p>We are looking for an experienced Accounting Manager to oversee and optimize financial operations within our organization. The ideal candidate will bring expertise in accounting systems, financial reporting, and compliance, ensuring all processes align with industry standards. This role is based in San Francisco, California, and offers the opportunity to lead a dynamic team.</p><p><br></p><p><strong><u>Responsibilities:</u></strong></p><ul><li>Analyze and report production costs to ensure accurate tracking of manufacturing expenses.</li><li>Partner with operations to set and maintain cost standards, focusing on efficiency and cost control.</li><li>Manage the general ledger with timely, accurate recording of financial transactions.</li><li>Perform regular account reconciliations to ensure financial data integrity.</li><li>Oversee accounts payable and receivable processes, ensuring accurate and timely transactions.</li><li>Troubleshoot discrepancies and improve payment processes in collaboration with the team.</li><li>Lead the monthly financial close to deliver accurate financial statements on time.</li><li>Analyze results and provide insights on performance and variances.</li><li>Supervise and mentor a junior accountant, promoting a collaborative, high-performing team culture.</li><li>Offer guidance on accounting policies, procedures, and best practices.</li><li>Serve as a financial advisor to the CEO, providing data-driven insights for decision-making.</li><li>Collaborate with departments to develop financial strategies aligned with company goals.</li></ul><p><br></p>
<p>We are offering an exciting remote opportunity for an experienced Attorney. This role revolves around handling complex commercial litigation matters, including insurance bad faith and coverage. The work environment is dynamic with interesting clients, and involves substantial research and motion writing. </p><p><br></p><p>Responsibilities:</p><p>• Conduct extensive legal research related to complex commercial litigation</p><p>• Prepare and defend depositions </p><p>• Handle insurance coverage cases efficiently</p><p>• Engage in motion practice for ongoing cases</p><p>• Attend court hearings as per case requirements</p><p>• Prepare for trials and attend them as needed</p><p>• Maintain strong communication skills to articulate case progress and outcomes</p>
<p>We are looking for an organized and detail-oriented Receptionist to join our well-established firm and collegial team in either our East Bay or Peninsula location. In this role, you will serve as the first point of contact for visitors and clients, ensuring smooth communication and efficient administrative support. If you have strong interpersonal skills and a knack for multitasking, we encourage you to apply. This is a hybrid position with excellent benefits and stellar long term growth opportunities! </p><p><br></p><p>Responsibilities:</p><p>• Greet visitors and clients warmly, providing a welcoming and organized environment.</p><p>• Answer and manage a multi-line phone system, directing calls to the appropriate departments.</p><p>• Handle email correspondence promptly and professionally, ensuring clear communication.</p><p>• Perform accurate data entry tasks to maintain updated records and databases.</p><p>• Schedule appointments and manage calendars to ensure efficient time management.</p><p>• Organize and maintain files for easy access and retrieval of important information.</p><p>• Coordinate with team members to support daily office operations.</p><p>• Utilize Microsoft Word, Excel, and Outlook to prepare documents and manage communications.</p><p>• Assist in general office tasks to ensure smooth workflow and productivity.</p><p>• Provide exceptional customer service to address inquiries and resolve issues.</p>
<p>A Finance team is seeking an experienced Project Manager to support cross-functional system improvements and initiatives within the Order to Cash Accounting and Operations space. This collaborative role interfaces with core stakeholders. This is a long term contract that is 100% remote. Prefer someone who can work East Coast hours.</p><p><br></p><p>What You'll Do:</p><ul><li>Plan, lead, and deliver multiple cross-functional system projects, typically small to medium in scale (1–6 months end-to-end).</li><li>Represent the Revenue Controllership business function across initiatives impacting Order to Cash systems and operations, with occasional overlap into Tax and General Ledger Accounting.</li><li>Manage all aspects of the project lifecycle, including intake, ideation, planning, documentation, and execution.</li><li>Produce comprehensive project documentation such as business requirements, timelines, user acceptance testing plans, and change management materials.</li><li>Present requirements to technical teams and partner closely with IT to ensure alignment and clarity on timelines and solution design.</li><li>Coordinate and manage solution testing efforts.</li><li>Collaborate with stakeholders to develop and deliver change management and training materials.</li><li>Develop subject matter expertise in systems and operations relevant to each project—this is not a generalist PM role.</li><li>Track milestones, escalate risks/issues, and provide regular status updates.</li><li>Lead retrospectives and reporting for system defects impacting the Revenue Controllership function.</li></ul>
We are looking for an experienced Trust and Estate Of Counsel to join our team in San Ramon, California. In this role, you will provide expert guidance to high-net-worth clients, focusing on estate planning, trust administration, and business succession strategies. The ideal candidate will be passionate about delivering exceptional service and have a strong commitment to precision and integrity.<br><br>Responsibilities:<br>• Provide strategic advice on estate planning, trust administration, and succession planning for high-net-worth individuals.<br>• Draft and analyze complex estate planning documents to ensure accuracy and compliance.<br>• Facilitate entity formation and structure real estate transactions to meet client needs.<br>• Collaborate closely with financial advisors, CPAs, and insurance professionals to deliver integrated solutions.<br>• Adapt to and utilize firm systems and workflows efficiently.<br>• Build and maintain strong client relationships, gradually taking on leadership roles within the firm.
<p>We are looking for a skilled Commercial Litigation Attorney to join our team in San Jose, California. The ideal candidate will have 5+ years of experience handling complex commercial litigation cases and possess a strong ability to navigate all phases of the litigation process. This role requires excellent communication skills, attention to detail, and the ability to work closely with clients and colleagues in a dynamic environment.</p><p><br></p><p>Responsibilities:</p><p>• Conduct in-depth legal research and analysis to support commercial litigation cases.</p><p>• Draft high-quality pleadings, motions, and briefs with precision and clarity.</p><p>• Represent clients in court proceedings, including motions, depositions, mediations, and arbitrations.</p><p>• Collaborate with partners and other team members to develop case strategies and plans.</p><p>• Manage a diverse caseload effectively while maintaining attention to deadlines and priorities.</p><p>• Communicate professionally with clients, opposing counsel, judges, and mediators to ensure effective case management.</p><p>• Take a leading role in fact investigations and discovery processes, including drafting requests and responses.</p><p>• Participate in settlement negotiations and mediation sessions to achieve favorable outcomes for clients.</p><p>• Stay up-to-date on relevant legal developments and apply them to case strategies.</p>
<p>San Francisco Civil Litigation Firm Seeks Associate Attorney</p><p><br></p><p>We are a civil litigation firm seeking a motivated and detail-oriented attorney to join our team. We offer a diverse caseload with opportunities to gain experience in various areas of civil litigation, including public entity defense and construction defect. </p><p><br></p><p>Responsibilities:</p><ul><li>Handle all aspects of assigned cases, including drafting pleadings, conducting and defending depositions, managing discovery, and attending court hearings.</li><li>Provide timely and accurate advice and counsel to clients.</li><li>Work independently and collaboratively with senior attorneys and support staff.</li><li>Maintain a high level of organization and efficiency while managing a diverse caseload.</li><li>Additional responsibilities may include document review, legal research, and motion practice.</li></ul><p><br></p>
<p>Our client is seeking a motivated and detail-oriented HR Generalist to join their team. The HR Generalist will play a crucial role in managing day-to-day human resources functions, ensuring compliance, supporting employee relations, and driving HR initiatives that align with the organization’s goals. This is an exciting opportunity for an individual who thrives in a dynamic environment, enjoys working with people, and has a strong grasp of HR processes and best practices.</p><p><strong>Key Responsibilities:</strong></p><ul><li><strong>Recruitment & Onboarding:</strong> Coordinate hiring processes, including posting job openings, screening candidates, scheduling interviews, and onboarding new employees to ensure a smooth transition into the organization.</li><li><strong>Employee Relations:</strong> Act as a point of contact for employees and managers to address questions, concerns, and workplace issues, fostering a positive and supportive work environment.</li><li><strong>Benefits Administration:</strong> Oversee employee benefits programs, assist staff with enrollment, and address concerns related to coverage, claims, or changes.</li><li><strong>Compliance:</strong> Ensure the organization adheres to federal, state, and local labor laws and regulations, including maintaining accurate employee records and updating HR policies as needed.</li><li><strong>Performance Management:</strong> Support performance review processes by providing guidance to managers, assisting with performance evaluations, and identifying training opportunities for employee development.</li><li><strong>Training & Development:</strong> Plan and execute training programs to promote employee development and compliance with regulations, such as harassment prevention or safety guidelines.</li><li><strong>HR Reporting:</strong> Maintain HR metrics and employee data in HR systems while generating reports and analyzing trends to make informed recommendations.</li><li><strong>Payroll Support:</strong> Collaborate with payroll teams to ensure accurate and timely submission of employee records, compensation adjustments, and paycheck queries.</li><li><strong>Policy Implementation:</strong> Assist in developing and rolling out HR policies tailored to the organization’s culture and operational goals.</li></ul><p><br></p>
<p>Position Overview</p><p>We are hiring for multiple Litigation Secretary roles in the Sacramento area. These positions are offered on both contract and contract-to-hire bases. We are looking for candidates with extensive expertise in litigation support, calendaring, and running a legal desk while supporting several attorneys. The role demands attention to detail, excellent organizational abilities, and the capacity to excel in a fast-paced setting.</p><p><br></p><p>Key Responsibilities</p><ul><li><strong>Litigation Support</strong>: Assist attorneys with all phases of litigation, including drafting, formatting, and filing legal documents such as pleadings, motions, and discovery materials.</li><li><strong>Calendaring</strong>: Manage complex attorney schedules, including court appearances, depositions, hearings, and deadlines, ensuring accurate and timely calendar updates.</li><li><strong>Legal Desk Management</strong>: Oversee the administrative operations of a legal desk, including document management, case file organization, and correspondence.</li><li><strong>Attorney Support</strong>: Provide comprehensive administrative support to multiple attorneys, including scheduling meetings, coordinating travel, and handling client communications.</li><li><strong>Document Preparation</strong>: Prepare, proofread, and finalize legal documents, ensuring compliance with court rules and firm standards.</li><li><strong>Client Interaction</strong>: Serve as a point of contact for clients, maintaining professionalism and confidentiality in all communications.</li><li><strong>Case Management</strong>: Track case progress, maintain case files, and ensure all deadlines are met in accordance with court and firm requirements.</li><li><strong>Technology Proficiency</strong>: Utilize legal software (e.g., case management systems, e-filing platforms) and Microsoft Office Suite to streamline workflows.</li><li><strong>E-Filing</strong>: Handle electronic filing of legal documents with state and local courts, ensuring compliance with specific court requirements and deadlines.</li></ul><p><br></p>
<p>We are looking for a meticulous Human Resource Coordinator to join our team on a contract basis in Berkeley, California. In this role, you will provide essential administrative and HR support, ensuring smooth day-to-day operations. This is an excellent opportunity to contribute to a dynamic environment while utilizing your organizational and communication skills.</p><p><br></p><p>Responsibilities:</p><p>• Handle inbound and outbound calls with care to address inquiries and provide timely assistance.</p><p>• Manage appointment scheduling and maintain accurate calendars for HR-related activities.</p><p>• Perform data entry tasks with precision, ensuring all records are up-to-date and error-free.</p><p>• Respond to email correspondence promptly, maintaining clear and thoughtful communication.</p><p>• Support various HR functions using tools such as BambooHR and Microsoft Office applications.</p><p>• Prepare and format documents in Microsoft Word, Excel, and PowerPoint as needed.</p><p>• Assist with customer service tasks, addressing employee and candidate concerns effectively.</p><p>• Coordinate and track multiple tasks to ensure deadlines are met and priorities are managed.</p><p>• Maintain organized records and files to support HR processes and compliance requirements.</p><p>If you are interested in this role, please apply now and immediately call us at (510) 470-7450</p>
<p><strong>Senior Accountant (Hybrid) – Full Time</strong></p><p>📍 <em>San Mateo, CA</em> | 🕒 <em>Full-Time</em> | 🔄 <em>Hybrid (3 days onsite / 2 days remote)</em></p><p><strong>Company Overview</strong></p><p> We are a dynamic and growing company based in San Mateo, CA, seeking a highly skilled and detail-oriented <strong>Senior Accountant</strong> to join our finance team. This is an exciting opportunity to play a key role in maintaining the integrity of our financial reporting and supporting business operations in a collaborative and fast-paced environment.</p><p>If you are a hands-on accounting professional who thrives on accuracy, efficiency, and continuous improvement, we’d love to hear from you!</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Prepare and maintain accurate general ledger entries, accruals, and account reconciliations</li><li>Lead month-end, quarter-end, and year-end close processes</li><li>Assist with preparation of financial statements in compliance with GAAP</li><li>Analyze financial data and present insights to leadership for strategic decision-making</li><li>Manage fixed assets and depreciation schedules</li><li>Support budgeting, forecasting, and variance analysis activities</li><li>Prepare and review journal entries, account reconciliations, and supporting documentation</li><li>Coordinate with external auditors and assist with annual audits</li><li>Ensure compliance with internal controls, accounting policies, and procedures</li><li>Collaborate with cross-functional teams including AP, AR, Payroll, and FP& A</li></ul><p><br></p><p><br></p>
<p>We are seeking a senior litigation attorney for a General Counsel position in Sacramento, California. This role is situated in the legal industry and involves initiating and directing the implementation of policies and procedures, overseeing liability insurance policies, and coordinating with outside counsel on any claims. </p><p><br></p><p>Responsibilities</p><p>• Initiate and direct the implementation of best practices for our detail-oriented services</p><p>• Collaborate with the others to develop and direct all supporting services in an efficient and cost-effective manner</p><p>• Oversee liability insurance policies and manage coverage issues</p><p>• Act as the primary contact for outside counsel regarding any claims </p><p>• Provide the management and personnel teams with recruiting statistics</p><p>• Conduct in-house MCLE seminars </p><p>• Track and share State Bar opinions and guidance concerning legal ethics</p>
<p><strong>Job Opportunity: Asset Management Analyst | San Francisco | $95,000–$115,000 DOE</strong></p><p>A private investment firm based in San Francisco is seeking a highly motivated <strong>Analyst</strong> to join their Asset Management team. This is a unique opportunity to play a key role in maximizing performance across a diverse multifamily real estate portfolio. Ideal candidates will bring strong analytical capabilities, business acumen, and a collaborative mindset.</p><p><strong>Compensation:</strong> $95,000–$115,000, depending on experience </p><p><strong>Location:</strong> San Francisco, CA (hybrid/3 days in office)</p><p> </p><p><strong>Responsibilities</strong>:</p><p><strong>Financial & Operational Analysis:</strong></p><ul><li>Evaluate capital improvement initiatives by analyzing projected financial outcomes and returns</li><li>Partner with the utilities team to identify cost-saving opportunities and reduce operating expenditures</li><li>Deliver thoughtful, data-driven analysis to support decision-making on expense optimization</li><li>Run scenario modeling to measure the impact of different variables on asset performance</li><li>Track key operational indicators, investigate performance deviations, and offer strategic recommendations</li><li>Work cross-functionally to ensure consistency and alignment across financial and operational initiatives</li></ul><p><strong>Investor Reporting & Communication:</strong></p><ul><li>Maintain and provide visibility into asset performance</li><li>Assist with investor presentation materials and performance updates</li><li>Participate in investor calls and meetings by providing data support and strategic insight</li></ul><p><br></p>
<p>The Bookkeeper is responsible for:</p><p> </p><ul><li>Managing daily transactions, oversight of accounts and answers questions for the client. </li><li>This includes data input, vendor payments and ensuring accuracy of invoices or credits, client -family misc. payments of bills and expenses</li><li>Review of bank accounts and transactions/postings/credits/deposits and transfers, GL review, entries, reconciling accounts, credit card reconciliations, property taxes, review and oversight of budgets and monthly reports for client. </li><li>Providing information to client on transactions, transferring funds, communication with vendors and providing information as requested or to resolve discrepancies. </li><li>Proficiency with and use of QuickBooks and Excel is Required. </li></ul><p><br></p>
<p>We are seeking a Legal Assistant to join our team based in Campbell, California. In this role, you will be using your extensive legal knowledge to perform a variety of tasks, including the management of legal documents, client communication, and the use of case management software. This role operates within the legal industry and provides an exciting opportunity to be part of a dynamic workplace. </p><p><br></p><p>Responsibilities:</p><p>• Utilize various legal software to manage client information and legal procedures.</p><p>• Manage the e-Filing of documents in state and federal courts.</p><p>• Maintain a clear understanding and application of civil procedures and litigation.</p><p>• Prepare legal documents, pleadings, and discovery.</p><p>• Use Case Management Software (CMS) and Clio to track deadlines and manage tasks.</p><p>• Maintain high attention to detail when dealing with client relations and claim administration.</p><p>• Exhibit effective communication skills in liaising with clients and team members.</p><p>• Handle billing functions and calendar management efficiently.</p><p>• Foster a positive environment through good interpersonal skills.</p>
