<p><strong>Overview</strong></p><p>A nonprofit organization is seeking a Grants Administrator to support the full grant lifecycle, from research through reporting. This role is ideal for someone with early-to-mid level experience who is detail-oriented, organized, and eager to grow within a mission-driven environment. </p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Research and identify federal, state, corporate, and foundation grant opportunities</li><li>Assist with preparing and submitting grant applications and proposals</li><li>Track submission deadlines and maintain grant calendars</li><li>Support grant reporting by compiling data and drafting progress reports</li><li>Maintain accurate grant records, files, and compliance documentation</li><li>Coordinate with internal teams to gather program and financial information</li><li>Monitor awarded grants to ensure adherence to guidelines and deadlines</li></ul><p><br></p>
<p>Colleen McAuliffe at Robert Half is looking for an experienced Senior Financial Analyst to provide planning, reporting, and performance insight for a broad manufacturing operation based in the greater Northern California area with offices in San Jose. </p><p><br></p><p>This role is 100% onsite, and will require up to 10% travel to the various plant locations </p><p><br></p><p>This position works closely with plant leaders and corporate finance partners to guide budgeting, forecasting, and financial decision-making across multiple sites. The ideal candidate is comfortable interpreting complex cost and inventory data, building practical models, and turning analysis into recommendations that improve business results.</p><p><br></p><p>Responsibilities:</p><p>• Direct the annual budget cycle and ongoing forecast updates for a large network of manufacturing locations, ensuring accurate and timely financial plans.</p><p>• Evaluate regional profit and loss results by identifying key performance trends, highlighting financial risks, and surfacing areas for improvement.</p><p>• Collaborate with plant management and operations stakeholders to increase cost transparency and support stronger financial performance.</p><p>• Perform inventory-related financial analysis, including reconciliations, reserve monitoring, and investigation of variances affecting plant results.</p><p>• Contribute to month-end close activities tied to inventory balances, cost of goods sold, and site-level financial reporting.</p><p>• Build and refine financial models that support long-range planning, scenario analysis, and operational decision support.</p><p>• Deliver on-demand analysis for leadership to support special projects, strategic priorities, and business initiatives.</p><p>• Improve financial processes, internal controls, and reporting alignment across sites to promote consistency and reliability.</p><p>• Support SAP-related reporting and compliance activities, including work connected to J-SOX requirements when needed.</p>
<p><strong>*Reach out to Ren Friedman<u> via LinkedIn or email (ren.friedman at roberthalf)</u> for immediate consideration and additional info. </strong></p><p><br></p><p><strong>This is an exciting opportunity for someone eager to transition from Audit to Financial Due Diligence.</strong> Join a fast-growing boutique advisory firm specializing in complex M&A transactions. This role offers hands-on experience in financial due diligence within a collaborative environment. The firm provides strong career growth opportunities, excellent benefits, commuter support, and a culture that promotes both professional and personal development.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Analyze financial statements, cash flows, and overall financial health of target companies.</li><li>Work closely with both junior and senior team members to manage projects.</li><li>Build financial models and prepare deliverables using Excel.</li><li>Handle multiple projects simultaneously and adapt to new challenges.</li><li>Provide clear financial insights and prepare presentations for clients.</li></ul><p><strong>*Reach out to Ren Friedman<u> via LinkedIn or email (ren.friedman at roberthalf)</u> for immediate consideration and additional info. </strong></p>
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Vice President, Investment Management, Private Equity | San Francisco | Hybrid; 2 days onsite</strong></p><p> </p><p>Our client is a <strong>well-established investment firm</strong> with a strong track record of partnering with high-growth companies. With significant capital under management and a collaborative, hands-on approach, the firm continues to expand and invest in innovative businesses across the technology sector.</p><p> </p><p>This is a <strong>high-impact leadership opportunity</strong> within a growing team. The role offers strong visibility with senior leadership, the chance to mentor and develop a team, and a flexible hybrid schedule.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Lead and develop a team within the fund accounting function</li><li>Oversee financial reporting and core accounting processes across multiple investment vehicles</li><li>Manage audit and tax coordination with external partners</li><li>Oversee capital activity, investor reporting, and cash management</li><li>Support transaction closings and cross-functional initiatives</li><li>Partner with leadership to improve and streamline reporting processes</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
We are looking for a detail-oriented Payroll Clerk to support payroll operations for a non-profit organization in Morgan Hill, California. This Long-term Contract position is ideal for someone who can manage payroll activities accurately and consistently in a multi-employee environment while maintaining compliance with applicable policies and regulations. The role will focus on end-to-end payroll processing, employee pay adjustments, and timely resolution of payroll-related issues.<br><br>Responsibilities:<br>• Process full-cycle payroll for a workforce of approximately 101 to 500 employees, ensuring accuracy and timeliness for each pay period.<br>• Review timesheets, earnings, deductions, and pay changes to confirm all payroll data is complete and correctly entered before processing.<br>• Administer payroll garnishments and other withholdings in accordance with court orders, company policies, and legal requirements.<br>• Investigate and resolve payroll discrepancies, responding to employee questions about pay, deductions, and payroll records.<br>• Maintain organized payroll documentation and update employee records to support accurate reporting and audit readiness.<br>• Reconcile payroll totals and verify payroll registers to ensure payments, taxes, and deductions are properly calculated.<br>• Coordinate with internal teams to gather payroll inputs such as new hires, terminations, rate updates, and benefit deductions.<br>• Support payroll-related compliance activities by helping prepare reports and ensuring payroll practices align with applicable regulations.
<p>Overview:</p><p>The Staff Accountant is responsible for supporting daily accounting operations and financial reporting processes using Microsoft Dynamics 365. This position ensures the accuracy of financial data, maintains general ledger activities, and contributes to both month-end and year-end close. The Staff Accountant collaborates with multiple departments to deliver timely financial information and maintains compliance with company policies and accounting standards.</p><p>Key Responsibilities:</p><ul><li>Prepare and post journal entries in Microsoft Dynamics for routine and non-routine financial transactions.</li><li>Reconcile general ledger accounts, bank statements, and other financial accounts within Dynamics.</li><li>Assist with month-end and year-end close processes, including reconciliations, supporting schedules, and financial reports.</li><li>Review and process AP and AR transactions, ensuring proper coding and documentation.</li><li>Maintain and update fixed asset registers and support depreciation calculations.</li><li>Support internal and external audits by providing requested documentation from Microsoft Dynamics.</li><li>Identify and implement process improvements for greater efficiency and accuracy.</li><li>Collaborate with other finance team members on budgeting, forecasting, and variance analysis.</li><li>Uphold internal controls and ensure compliance with company policies and GAAP.</li></ul>
<p><br></p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Manage calendars, meetings, and travel arrangements for leadership</li><li>Handle correspondence, including emails, calls, and internal communications</li><li>Prepare reports, presentations, and maintain accurate records</li><li>Coordinate office logistics, supplies, and vendor interactions</li><li>Support special projects and team initiatives as needed</li></ul>
<p><strong>Key Responsibilities:</strong></p><ul><li>Respond to customer inquiries via phone, email, or chat in a timely manner</li><li>Resolve issues, complaints, and requests with professionalism and accuracy</li><li>Maintain detailed records of interactions and follow-up actions</li><li>Collaborate with internal teams to address customer needs</li><li>Identify opportunities to improve customer experience and processes</li></ul>
<p>Overview:</p><p>The Accounts Receivable (AR) Specialist is responsible for managing and optimizing the company’s receivables process using Oracle NetSuite. This role focuses on ensuring timely and accurate invoicing, payment collection, account reconciliation, and supporting overall cash flow and financial reporting. The Accounts Receivable Specialist collaborates across departments to resolve discrepancies and deliver exceptional service to clients and internal stakeholders.</p><p>Key Responsibilities:</p><ul><li>Generate, issue, and track customer invoices within NetSuite, ensuring accurate coding and compliance with company procedures.</li><li>Monitor receivable balances, follow up on outstanding payments, and maintain regular communication with clients regarding account status.</li><li>Process incoming payments (ACH, wire, check, credit card) and record transactions accurately in NetSuite.</li><li>Reconcile accounts receivable ledger and resolve discrepancies, ensuring accounts are current and properly documented.</li><li>Prepare aging reports and assist with cash forecasting by analyzing receivables trends and outstanding balances.</li><li>Maintain and update customer records in NetSuite, ensuring data accuracy.</li><li>Support month-end close processes related to AR, including reconciliations and reporting.</li><li>Collaborate with sales, operations, and finance teams to resolve invoicing or payment issues.</li><li>Assist with audit requests and provide necessary documentation related to AR activities.</li></ul>
<p>Overview:</p><p>The Accounts Payable Specialist is responsible for efficiently managing the organization’s accounts payable operations using the Bill.com platform. This role focuses on processing invoices, ensuring payment accuracy, compliance, and maintaining effective relationships with vendors and internal departments.</p><p>Key Responsibilities:</p><ul><li>Process, review, and enter invoices into Bill.com, ensuring proper coding, approvals, and timely payment scheduling.</li><li>Monitor and reconcile vendor statements, promptly resolve discrepancies, and respond to vendor inquiries.</li><li>Execute weekly and monthly payment runs across ACH, wires, and check payments through Bill.com, maintaining audit trails and payment records.</li><li>Assist with month-end close activities, including accounts payable accruals and account reconciliations.</li><li>Maintain and update vendor information in Bill.com, ensuring data accuracy and compliance with company policies.</li><li>Enforce internal controls and accounting policies in AP processing.</li><li>Support internal and external audits related to AP documentation and records.</li><li>Collaborate with purchasing, operations, and accounting teams to address invoice and payment-related issues.</li></ul>
<p>We are looking for a detail-oriented Operations Manager. This role requires strong organizational skills, a focus on accuracy, and the ability to manage risk effectively. Located in Richmond, California, this role leads warehouse operations with full responsibility for safety, regulatory standards, inventory control, operational output, and workforce effectiveness.</p><p><br></p><p>Responsibilities:</p><ul><li>Turn warehouse data into clear actions and forward-looking decisions</li><li>Use KPIs and trends to spot risks early and prevent disruptions</li><li>Align warehouse operations with inventory planning and business goals</li><li>Run daily receiving, storage, picking, shipping, and container movement</li><li>Keep SOPs consistent across shifts while managing flow and capacity</li><li>Find and fix bottlenecks to meet volume and throughput needs</li><li>Lead food safety, compliance, audits, and accurate documentation</li><li>Ensure teams are trained, certified, and follow procedures every time</li><li>Coach and develop employees with fair accountability and trust</li><li>Drive change calmly, address resistance, and uphold standards</li></ul>
<p>We are looking for an experienced Bookkeeper to join our team. This position offers an opportunity to manage a wide range of financial and administrative tasks while contributing to the smooth operation of our business. The ideal candidate will bring a strong background in bookkeeping and a proactive approach to managing finances and supporting office functions.</p><p><br></p><p>Responsibilities:</p><p>• Handle accounts payable and receivable tasks, including entering bills, processing payments, and categorizing transactions.</p><p>• Prepare and issue invoices, monitor overdue accounts, and follow up with clients as needed.</p><p>• Reconcile bank accounts on a monthly basis to ensure financial accuracy.</p><p>• Manage payroll processes, including data entry and coordination with payroll providers.</p><p>• Generate and review financial statements to provide insights into company performance.</p><p>• Complete payroll and census-related paperwork and assist with tax preparation in collaboration with external tax professionals.</p><p>• Maintain organized electronic and paper filing systems for financial and administrative records.</p><p>• Communicate effectively with clients and vendors to address inquiries and resolve discrepancies.</p><p>• Record financial transactions accurately using QuickBooks and support property management financial activities.</p><p>• Oversee office management tasks, such as ordering supplies, scheduling, and general administrative duties.</p>
<p>We are looking for an experienced and resourceful Executive Assistant to provide senior-level support in Walnut Creek, CA. This fully on-site opportunity is a Contract to permanent position with a nonprofit organization that values professionalism, sound judgment, and strong follow-through. The right candidate will bring a high level of organization, technical confidence, and the ability to stay ahead of shifting priorities in a fast-moving environment.</p><p><br></p><p>Executive Assistant Responsibilities:</p><p>• Oversee a demanding executive calendar by arranging appointments, coordinating meeting schedules, and adjusting priorities as business needs change.</p><p>• Organize donor-facing meetings from start to finish, including preparing materials, managing logistics, and handling timely follow-up communication.</p><p>• Create and edit business documents, reports, presentations, and correspondence using Microsoft Office tools with accuracy and professionalism.</p><p>• Support in-person meetings and office events by arranging meals, confirming details, and ensuring spaces are prepared in advance.</p><p>• Anticipate executive needs by identifying potential conflicts, solving administrative issues early, and keeping daily operations running smoothly.</p><p>• Manage a mix of business and personal support tasks with a high degree of discretion, confidentiality, and attention to detail.</p><p>• Serve as a dependable point of coordination for communications, inquiries, and requests requiring executive awareness or action.</p><p>• Take on additional administrative duties as needed while maintaining a positive, flexible, and service-oriented approach.</p><p><br></p><p>If you are interested in this Executive Assistant role, please submit your resume today!</p>
<p>We are looking for a dependable Receptionist to support a small law firm. This permanent, in-office position is well suited to someone who enjoys creating a welcoming environment while keeping daily office operations organized and on track. The ideal candidate brings strong judgment and a hands-on approach to administrative support in a fast-paced legal setting.</p><p><br></p><p>Responsibilities:</p><p>• Welcome clients, guests, and service providers with a courteous and attentive presence at the front desk.</p><p>• Manage a multi-line phone system, screen incoming calls, and route messages to the appropriate team members promptly.</p><p>• Sort incoming mail, accept deliveries, and distribute correspondence to maintain smooth daily office flow.</p><p>• Keep the reception area and shared office spaces neat, presentable, and ready for visitors throughout the day.</p><p>• Provide refreshments and general hosting support to help create a positive experience for clients and guests.</p><p>• Assist with administrative duties such as filing, document organization, tracking assignments, and completing routine office tasks.</p><p>• Support attorneys and office staff with day-to-day operational needs and special projects as priorities arise.</p><p>• Help handle legal and procedural administrative work, including navigating court-related systems and processing documents accurately.</p>
We are looking for an Accounts Receivable Clerk to join a manufacturing organization in Watsonville, California. This Long-term Contract opportunity is ideal for an accounting specialist who can manage invoicing, collections, cash activity, and account reconciliation in a fast-paced environment. The role works closely with customers and internal teams to resolve payment issues, maintain accurate records, and support timely month-end and audit activities.<br><br>Responsibilities:<br>• Manage day-to-day receivables activities, including billing, cash application, and account follow-up to keep records accurate and current.<br>• Record daily banking activity and ensure incoming payments are posted correctly within established timelines.<br>• Review payment discrepancies, open claims in Salesforce, and coordinate resolution with internal partners and customers.<br>• Prepare invoices for product lines such as fruit, plants, and packaging while confirming supporting details are complete and accurate.<br>• Assist with month-end close by reconciling outstanding balances, researching variances, and analyzing account activity.<br>• Support collection efforts on overdue invoices by gathering documentation, communicating with customers, and reducing delinquent balances.<br>• Create journal entries related to invoice corrections and account adjustments in accordance with accounting procedures.<br>• Contribute to process improvement initiatives, including work connected to Oracle-related enhancements and internal controls.<br>• Maintain strong working relationships across departments and provide documentation needed for annual audit requests.
<p>We are seeking a strong Senior Accountant to join a growing local team. This role will play a key part in accurate financial reporting, compliance, and enhancing accounting processes as the organization continues to grow. This opportunity is ideal for an experienced accountant who enjoys taking ownership, partnering cross‑functionally, and contributing to meaningful process improvements in a dynamic environment.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Own and maintain the general ledger, ensuring accuracy, completeness, and compliance with GAAP</li><li>Lead monthly and year‑end close processes including journal entries, accruals, and balance sheet reconciliations</li><li>Prepare and analyze financial statements and management reports including income statements, balance sheets, and cash flow analyses</li><li>Perform variance analysis and investigate root causes, partnering with leadership to explain results and trends</li><li>Assist in developing and enhancing accounting policies, procedures, and documentation as the organization grows</li><li>Support internal and external audits by preparing schedules, providing documentation, and responding to inquiries</li><li>Ensure compliance with local, state, and federal requirements, including tax filings and regulatory reporting</li><li>Drive process improvements to strengthen controls, improve efficiency, and optimize accounting systems and workflows</li></ul>
<p>We are looking for an experienced Human Resources (HR) Manager to lead our HR clients' operations in San Jose, California. This role requires a strategic thinker who can design and implement initiatives that foster employee engagement, ensure compliance with labor laws, and support career development. The ideal candidate will bring a strong background in HR management, a passion for organizational growth, and a collaborative approach to partnering with leadership.</p><p><br></p><p>Responsibilities:</p><p>• Develop and execute HR strategies that align with organizational goals and promote employee satisfaction.</p><p>• Oversee payroll operations and ensure accurate reporting and compliance with federal and state regulations.</p><p>• Manage benefits programs, including equitable compensation, competitive benefits packages, and related analyses.</p><p>• Collaborate with leadership to support employee career development and initiatives focused on attention to detail and growth.</p><p>• Update, communicate, and enforce HR policies and procedures to maintain a consistent and compliant workplace.</p><p>• Provide guidance on employee relations, fostering a positive and inclusive work environment.</p><p>• Ensure compliance with federal and state employment laws and regulations.</p><p>• Utilize HRIS systems to streamline processes and improve data management.</p><p>• Support onboarding efforts to ensure a seamless integration of new employees into the organization.</p><p>• Monitor and analyze HR metrics to identify trends and recommend improvements</p>
We are looking for an experienced Legal Secretary to support a busy commercial litigation practice. This role is well suited for a confident, detail-oriented individual who can manage competing priorities, maintain accuracy under pressure, and contribute effectively in a high-volume, partner-driven environment. The ideal candidate brings strong litigation support experience, takes initiative without constant direction, and is ready to assume ownership of daily responsibilities from the start.<br><br>Responsibilities:<br>• Prepare, review, and submit court filings in state and federal courts, ensuring all documents meet procedural rules and deadlines.<br>• Maintain complex litigation calendars by tracking hearings, filing dates, court appearances, and other case-related milestones.<br>• Support attorneys with document preparation, revisions, formatting, and transcription from dictated material as needed.<br>• Coordinate case materials, correspondence, and legal records so files remain organized, current, and readily accessible.<br>• Monitor multiple active matters at once and adjust priorities quickly to meet urgent deadlines in a fast-paced practice.<br>• Communicate with attorneys, court personnel, and internal teams to facilitate efficient handling of litigation matters.<br>• Take ownership of assigned work by anticipating needs, following through on deliverables, and helping keep matters on schedule.
We are looking for an experienced Accounting Manager to support the finance function for a long-term contract assignment based in San Francisco, California. This role will guide core accounting activities, help maintain accurate financial records, and contribute to a smooth monthly close cycle in a hybrid work environment. The position is well suited for a hands-on leader who can balance day-to-day accounting oversight with strong review, reconciliation, and audit support responsibilities.<br><br>Responsibilities:<br>• Lead the monthly close process by coordinating deadlines, reviewing completed work, and ensuring financial results are finalized accurately and on schedule.<br>• Oversee daily general ledger activity and maintain the integrity of accounting records across key balance sheet and income statement accounts.<br>• Prepare and review journal entries, account reconciliations, and supporting schedules for areas such as cash, investments, revenue, prepaid expenses, fixed assets, payables, and accrued liabilities.<br>• Supervise and support accounting staff, providing direction on priorities, quality standards, and timely completion of assigned tasks.<br>• Partner with finance colleagues and internal teams to respond to accounting-related questions, reporting needs, and ad hoc analysis requests.<br>• Assist with financial statement audit preparation by organizing documentation, validating account support, and addressing auditor inquiries.<br>• Monitor accounting workflows and identify opportunities to improve efficiency through effective use of financial systems and related business applications.
We are looking for a skilled Attorney with extensive experience in civil litigation to join our team in San Mateo, California. The ideal candidate will have a strong background in construction litigation and be capable of managing cases from inception to resolution. This role offers an exciting opportunity to contribute to complex legal matters within the construction industry.<br><br>Responsibilities:<br>• Handle construction litigation cases, ensuring thorough preparation and strategic case management.<br>• Draft and file motions and briefs that effectively support client positions.<br>• Conduct comprehensive discovery processes, including depositions, interrogatories, and document reviews.<br>• Represent clients in court proceedings, mediations, and negotiations.<br>• Provide legal advice and guidance on matters related to construction disputes.<br>• Collaborate with clients and internal teams to develop case strategies and solutions.<br>• Stay updated on legal developments and industry trends relevant to construction litigation.<br>• Manage multiple cases simultaneously while maintaining attention to detail and deadlines.<br>• Work with external experts and consultants to strengthen case arguments.
<p>Successful Construction firm is looking for an experienced Division Controller to oversee the financial operations of our construction division in Palo Alto, California. This leadership role requires an experienced and detail-oriented individual who can manage financial reporting, optimize accounting processes, and provide strategic insights to drive operational success. The ideal candidate will bring a deep understanding of construction industry accounting and revenue recognition standards.</p><p><br></p><p>Responsibilities:</p><p>• Lead and manage all accounting and financial functions for the division, ensuring operational efficiency and accuracy.</p><p>• Oversee the month-end close process, delivering timely and accurate financial results along with detailed variance analyses.</p><p>• Prepare and submit financial reports to the parent company, ensuring compliance with corporate standards and deadlines.</p><p>• Supervise cash flow management, including forecasting, collections, payments, and banking activities.</p><p>• Validate revenue recognition based on work-in-progress data, aligning with forecasts and documentation.</p><p>• Implement process improvements to enhance efficiency and reduce manual tasks across accounting workflows.</p><p>• Stay updated on technical accounting standards, particularly those relevant to construction revenue recognition, change orders, and claims.</p><p>• Provide executive leadership with actionable financial analyses and recommendations to support strategic decision-making.</p>
<p>Colleen McAuliffe from Robert Half is looking for an experienced Controller to lead core accounting and financial management activities for a nonprofit organization in San Jose, California. This position will guide financial reporting, regulatory compliance, and internal control practices in a federally funded environment while serving as a trusted advisor to executive leadership. The ideal candidate brings strong expertise in government-funded programs, cost-based accounting, and financial planning, along with the ability to strengthen processes and support sound operational decisions.</p><p><br></p><p>Responsibilities:</p><p>• Direct daily finance and accounting activities, including payables, receivables, payroll oversight, general ledger management, reconciliations, cash administration, fixed asset tracking, billing, and purchasing controls.</p><p>• Produce and review monthly, quarterly, and annual financial reports, ensuring accuracy, completeness, and timely delivery of supporting schedules.</p><p>• Maintain compliance with federal funding requirements by overseeing financial practices related to grants, contracts, cooperative agreements, and cost-reimbursable programs.</p><p>• Prepare required financial submissions, tax-related filings, and documentation for multiple entities while preserving accurate records for restricted and unrestricted funds.</p><p>• Act as the primary point of contact for external auditors and government reviewers, coordinating audit support and promoting ongoing audit readiness.</p><p>• Oversee indirect cost methodologies, including fringe, overhead, and administrative allocations, and support the development of billing rates, pricing models, and cost proposals.</p><p>• Partner with program and operational leaders to build budgets, monitor spending, analyze financial variances, and improve forecasting and cash planning.</p><p>• Strengthen financial policies, internal controls, procurement documentation, and subcontractor compliance practices to reduce risk and improve accountability.</p><p>• Lead, coach, and develop accounting staff while presenting financial insights, compliance updates, and performance recommendations to senior leadership.</p><p>• Manage financial systems and related process improvement efforts to enhance reporting quality, efficiency, and decision support.</p>
<p>We are looking for an experienced Accountant to support core accounting operations for a mission-driven non-profit organization in California. This role will play a key part in maintaining accurate financial records, coordinating the monthly close, and strengthening day-to-day accounting workflows. The ideal candidate brings sound general ledger knowledge, strong analytical skills, and the ability to provide guidance to entry-level team members while working independently on detailed financial processes.</p><p><br></p><p>Responsibilities:</p><p>• Record and post recurring and ad hoc journal entries, including payroll-related entries, with a high degree of accuracy.</p><p>• Reconcile bank activity and balance sheet accounts regularly, investigating variances and resolving discrepancies in a timely manner.</p><p>• Organize and maintain supporting schedules, workpapers, and documentation to ensure completeness and audit readiness.</p><p>• Oversee the monthly closing cycle by coordinating deadlines, reviewing entries, and helping ensure financial data is finalized on schedule.</p><p>• Respond to audit inquiries by preparing requested materials, clarifying account activity, and following through on outstanding items.</p><p>• Review accounts payable postings to confirm correct general ledger classification and accurate financial treatment.</p><p>• Support accounts receivable accounting activity by preparing or assisting with related journal entries when needed.</p><p>• Monitor endowed and designated fund balances, maintain detailed tracking schedules, and complete related reconciliations and entries.</p><p>• Provide day-to-day direction and informal mentorship to two entry-level accounting team members while helping improve consistency across processes.</p><p>• Evaluate existing accounting procedures, document workflows, and recommend practical improvements that create greater structure and efficiency.</p>
We are looking for a dependable Office Assistant to support daily administrative and front desk operations for a Financial Services team. This Long-term Contract position offers a flexible schedule of 10-15 hours per week and can be performed onsite or remotely based on business needs. The ideal candidate will bring strong organizational skills, clear phone communication, and the ability to keep routine office tasks moving efficiently.<br><br>Responsibilities:<br>• Manage incoming calls, direct inquiries appropriately, and provide an attentive first point of contact for clients and business partners.<br>• Coordinate scheduling activities by arranging appointments, confirming availability, and updating calendars as needed.<br>• Digitize and organize paperwork by scanning documents and maintaining accurate electronic records.<br>• Perform a range of administrative support tasks, including filing, data entry, and other general clerical work.<br>• Prepare and process light documentation to help maintain orderly day-to-day office operations.<br>• Follow up on open business cases to gather updates, track progress, and support timely resolution.<br>• Assist with reception-related duties to ensure smooth communication and office coverage during assigned hours.
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Lead Financial Planner | Thriving RIA | Mountain View | Hybrid | Base + Bonus + Profit Sharing</strong></p><p><br></p><p>They're dedicated to empowering clients, community, associates, and families to achieve wealthier lives through compassionate advisory services. Experience an incredible work culture with minimal turnover and a clear career path to becoming a Lead Advisor. Enjoy bonuses and a lucrative Profit Sharing program.</p><p><br></p><p><strong>Some Responsibilities:</strong></p><ul><li>Partner with Lead Advisors: Attend meetings, gather data, create and present financial plans.</li><li>Collect and analyze client financial information.</li><li>Develop financial plans, investment policies, and portfolio reports.</li><li>Implement and monitor plans, coordinating with external advisors.</li><li>Prepare client communications and presentations.</li><li>Maintain client and prospect databases.</li><li>Assist with technology integration and document management.</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>