We are looking for an experienced Senior Accountant to join our team in Fremont, California. This is a long-term contract position where you will play a key role in managing financial reporting, data analysis, and reconciliation tasks. The ideal candidate will bring a proactive attitude and advanced Excel skills to ensure accuracy and efficiency in handling complex data.<br><br>Responsibilities:<br>• Conduct detailed account reconciliations and ensure accurate reporting during month-end close.<br>• Review and analyze large datasets, utilizing advanced Excel functions such as pivot tables to manipulate and interpret data.<br>• Prepare journal entries and maintain the general ledger for financial accuracy.<br>• Pull and audit reports from internal systems to support profit-sharing, payroll reporting, and other financial processes.<br>• Collaborate with a team of nine, contributing to seamless workflows and supporting various accounting tasks.<br>• Perform manual data manipulation to verify and streamline thousands of data entries.<br>• Assist in auditing processes to ensure compliance and identify discrepancies.<br>• Occasionally work weekends to meet critical deadlines or project requirements.<br>• Communicate effectively with the controller and team members during interviews and ongoing operations.
<p><strong>Jennifer Fukumae</strong> is partnering with a boutique, ultra-high-touch wealth management firm supporting some of the world’s most sophisticated families seeking a Senior Client Service Associate to deliver exceptional support across investment operations, client onboarding, and financial administration for a curated group of ultra-high-net-worth clients.</p><p><br></p><p><strong>Client Service Associate</strong></p><p><strong>$90,000–$110,000 base + 15–30% discretionary bonus</strong></p><p><strong>100% Remote (Optional SF Office Access)</strong></p><p> </p><p>📩 Interested? Let’s connect. Reach out to <strong>Jennifer Fukumae</strong> on LinkedIn to explore this role or other finance leadership opportunities in my network.</p><p> </p><p><strong>What You’ll Do:</strong></p><ul><li>Be the client’s operational quarterback—owning onboarding, money movement, and reporting workflows</li><li>Coordinate wires, capital calls, tax document tracking, and alt investment subscriptions</li><li>Support philanthropic entities and family office operations with precision</li><li>Liaise with custodians, advisors, and internal stakeholders to maintain a seamless client experience</li><li>Review and finalize investment reports and performance data (no data entry)</li></ul>
We are looking for a dedicated Sales Assistant to join our team in Modesto, California. In this Contract-to-Permanent position, you will play a vital role in supporting the sales team by managing leads, maintaining customer records, and ensuring seamless communication with clients. This role is ideal for individuals who are detail-oriented, customer-focused, and thrive in a fast-paced environment.<br><br>Responsibilities:<br>• Respond promptly and professionally to incoming leads, ensuring excellent customer engagement.<br>• Clearly communicate details about services, pricing, and scheduling options to prospective clients.<br>• Prepare accurate quotes and proposals using the company's software tools, with SmartMoving experience being a plus.<br>• Maintain up-to-date records for leads and customers within the organization's CRM system.<br>• Assist the sales team with scheduling appointments, confirming bookings, and handling client communication.<br>• Ensure a customer-first attitude in all interactions, fostering positive relationships with clients.<br>• Collaborate with team members to support sales initiatives and achieve organizational goals.
We are looking for a skilled and detail-oriented Sr. Accountant to join our team in San Francisco, California. This is a Contract position where you will play a key role in managing essential accounting functions, including reconciliations, payroll processing, and asset management. The ideal candidate will have strong technical expertise and a collaborative mindset to support both internal operations and external interactions with customers and vendors.<br><br>Responsibilities:<br>• Process accounts payable invoices on a weekly basis, ensuring accuracy and timeliness.<br>• Perform monthly bank reconciliations to maintain financial integrity.<br>• Execute balance sheet reconciliations and post accrued expenses during month-end close.<br>• Oversee the management of fixed assets, intangible assets, and lease obligations.<br>• Respond to inquiries related to accounts receivable through Zendesk and provide AR operational support.<br>• Engage with customers and vendors to address financial matters and build effective relationships.<br>• Administer semi-monthly payroll for employees, ensuring compliance and accuracy.<br>• Utilize accounting expertise in areas such as journal entries, general ledger maintenance, and revenue recognition.<br>• Leverage tools like NetSuite and Microsoft Excel to streamline processes and enhance reporting capabilities.<br>• Support month-end close activities to ensure timely and accurate financial reporting.
<p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE DETAILS</strong></p><p><br></p><p><strong>STAFF ACCOUNTANT/PROPERTY ACCOUNTANT</strong></p><p><br></p><p>We are looking for an experienced Property Accountant to join a large well established real estate investment company in downtown San Francisco. In this role, you will manage financial operations for multiple properties, ensuring accuracy, compliance, and efficiency across various accounting processes. This position offers an opportunity to work collaboratively with property managers and other stakeholders while contributing to the organization's financial success.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and analyze financial statements and accounting reports, ensuring data accuracy and completeness.</p><p>• Record journal entries in the general ledger, verifying calculations and reconciling discrepancies.</p><p>• Conduct bank reconciliations, process wire transfers, and monitor mortgage payments and distributions.</p><p>• Review budgets, expenses, payroll, and invoices, resolving inconsistencies and maintaining financial control.</p><p>• Evaluate financial trends and recommend budget adjustments to optimize resource allocation.</p><p>• Support property transactions, including acquisitions and dispositions, by assessing financial resources and aligning them with organizational goals.</p><p>• Collaborate with auditors, providing documentation and explanations to facilitate internal and external audits.</p><p>• Ensure compliance with regulatory standards, internal policies, and industry best practices.</p><p>• Partner with property managers to assist with financial close activities and address inquiries.</p><p>• Identify and implement process improvements to enhance efficiency and accuracy in accounting operations.</p>
We are looking for an experienced Accounts Receivable Clerk to join our team on a contract basis in Benicia, California. This role focuses on managing a large-scale onboarding project involving over 2,500 new customer and supplier accounts. If you thrive in a collaborative environment and enjoy contributing to efficient processes, this opportunity offers hybrid flexibility with remote work options after initial training.<br><br>Responsibilities:<br>• Facilitate the onboarding of over 2,500 new customer and supplier accounts, ensuring accuracy and completeness of applications.<br>• Verify and process account setup documents, including both DocuSign and paper-based submissions.<br>• Update and maintain detailed account information using the Apprise system.<br>• Collaborate with Sales and Transportation teams to coordinate account setup and delivery routing.<br>• Perform end-to-end account setup processes, including data cleanup, resolving missing information, and conducting follow-ups.<br>• Monitor new account activity and assist with the integration of Fintech payment applications.<br>• Support team efficiency by cross-training in cash application processes as needed.
<p><strong>Michelle Espejo with Robert Half Financial Services </strong>is recruiting for a <strong>Senior Wealth Advisor </strong>at a <strong>RIA</strong>. This is a full-time permanent role based in <strong>Marin County</strong> with a <strong>Hybrid</strong> schedule.</p><p><br></p><p>Our client is a client-first financial services firm dedicated to delivering comprehensive wealth management and financial planning. They support individuals and families in achieving long-term financial success and personal well-being. This is an excellent opportunity to lead high-net-worth client relationships and contribute to the firm’s continued growth. You'll develop tailored financial strategies, work in a collaborative, forward-thinking environment, and benefit from strong career development, leadership pathways, and competitive perks.</p><p> </p><p><strong>Responsibilities: </strong></p><ul><li>Advise Clients: Act as the lead advisor for high-net-worth individuals and families, delivering tailored financial and investment strategies.</li><li>Manage Financial Plans: Develop and adjust comprehensive plans covering retirement, tax, estate, investment, and risk management.</li><li>Mentor & Lead: Support junior advisors and contribute to a strong team culture.</li><li>Grow the Business: Build relationships, secure referrals, and participate in networking events.</li><li>Shape the Firm’s Future: Collaborate with leadership on strategic growth initiatives.</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p><strong>Job Posting: Tax Associate (In-Person Role)</strong></p><p>A growing financial services firm is seeking an experienced and motivated <strong>Tax Associate</strong> to join its collaborative team. This full-time, in-office position offers schedule flexibility, competitive compensation, and the opportunity to make a meaningful impact while working alongside seasoned professionals in a supportive and growth-oriented environment.</p><p><br></p><p><strong>About the Role:</strong></p><p>The Tax Associate will be responsible for preparing and reviewing a wide range of tax filings, managing client engagements, and representing clients before tax authorities. The ideal candidate is a credentialed tax professional with strong technical skills, a commitment to excellence, and a collaborative mindset.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Prepare and review individual and business tax returns, including 1040s, S-Corps, C-Corps, Partnerships, Fiduciary, and Non-Profit filings.</li><li>Provide high-quality, personalized service to clients.</li><li>Manage client engagements with professionalism and responsiveness.</li><li>Represent clients before the IRS and state tax agencies for audits, collections, and correspondence.</li><li>Conduct tax research and provide strategic guidance.</li><li>Maintain compliance with all relevant tax laws and regulations.</li><li>Contribute to process improvements and internal system enhancements.</li><li>Maintain organized and accurate records of client documents and communications.</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
<p>We are looking for a meticulous and detail-oriented Payroll Administrator to join our client on a contract basis in San Ramon, California. This role involves managing payroll processes for both certified and non-certified employees, ensuring accuracy and compliance with all regulations. The position requires strong organizational skills, the ability to work independently, and a commitment to delivering reliable results.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Verify payroll entries for accuracy and address discrepancies promptly.</p><p>• Maintain compliance with multi-state payroll regulations and certified payroll requirements.</p><p>• Collaborate with team members to resolve payroll-related queries and improve processes.</p><p>• Generate reports and documentation to support payroll audits and internal reviews.</p><p>• Adhere to tight deadlines while maintaining high standards of reliability and precision.</p><p>• Provide support for timekeeping system updates and integrations.</p><p>• Ensure confidentiality of payroll data and sensitive information.</p>
<p><strong>Controller – Venture Capital</strong></p><p>📍 Palo Alto, CA | Hybrid (3 days in-office, some remote flexibility)</p><p>💼 $150,000 – $200,000 base + Bonus</p><p> </p><p><strong>Jennifer Fukumae</strong> is partnering with a<strong>n </strong>early-stage venture capital firm investing in Pre-Seed, Seed, and Series A companies in the US. They are seeking a Controller as the firm scales into its next phase of growth. This is a unique opportunity to join a lean, startup-style finance team alongside some of the sharpest minds in venture, with a clear path to grow into a future CFO role.</p><p> </p><p><strong>About the Role</strong></p><p>This isn’t a back-office role — it’s a chance to sit at the table with partners and founders while building the financial backbone of a top-tier VC. The Controller will take ownership of fund and management company accounting, streamline processes, and partner directly with leadership on fundraising, valuations, and strategic initiatives. If you’re looking for impact, visibility, and long-term growth, this role delivers.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Oversee <strong>fund and management company accounting</strong> across entities.</li><li>Lead <strong>audits and tax filings</strong>, working with top-tier external providers.</li><li>Manage <strong>LP reporting</strong>, including capital calls, distributions, and investor dashboards.</li><li>Monitor <strong>cash flow</strong> and support capital planning.</li><li>Build and refine <strong>financial controls, processes, and systems</strong> to scale with the firm.</li><li>Assist with <strong>fund modeling, valuations, and fundraising prep</strong>.</li><li>Partner closely with the <strong>Founder and senior leadership</strong> on strategic finance projects.</li></ul><p> </p>
<p>We are seeking an attorney with federal litigation experience to join a congenial remote firm. The successful candidate will be responsible for a variety of tasks, including research, analysis, and writing, and will have the opportunity to engage with clients and other service providers.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Draft and argue motions in federal court. </p><p>• Make appearances and litigate withdrawal liability matters. </p><p>• Prepare and review legal documents, including plan documents and amendments, SPDs, notices, policies, and forms.</p><p>• Handle matters related to the Affordable Care Act, Pension Protection Act, and American Rescue Plan Act.</p><p>• Stay updated on DOL regulations and other guidance, implementing necessary changes to ensure compliance.</p><p>• Manage investment contracts and QDROs, providing legal advice as needed.</p><p>• Engage effectively with clients and other service providers, ensuring clear communication and mutual understanding.</p><p>• Handle issues related to labor and employment laws, providing legal advice and support.</p><p>• Maintain strong analytical skills, aiding in the identification and resolution of complex legal issues.</p><p>• Utilize strong writing skills to prepare clear and concise legal documents and correspondence.</p><p>• Use interpersonal skills to effectively engage and communicate with clients.</p>
We are looking for an experienced Controller to lead and manage the accounting operations of our company in San Rafael, California. This role is pivotal in ensuring accurate financial reporting, maintaining data integrity, and implementing effective internal controls. The ideal candidate will bring strong leadership skills and financial expertise to support organizational growth and strategic decision-making.<br><br>Responsibilities:<br>• Oversee the accounting department’s daily operations, including data entry, reconciliation, and financial reporting across income statements, balance sheets, and cash flow.<br>• Develop and maintain documented accounting policies and procedures, while implementing controls to mitigate risks such as credit, treasury, and inventory.<br>• Evaluate current accounting systems and lead the selection and implementation of improved systems when necessary.<br>• Manage the preparation of financial reports, ensuring compliance with generally accepted accounting principles and alignment with budget guidelines.<br>• Establish and analyze benchmarks to measure company performance, focusing on inventory, revenue, and profitability metrics.<br>• Lead the creation of annual budgets and forecasts, providing regular updates to management on budget variances.<br>• Conduct financial analysis with a focus on inventory, cash flow, treasury management, and profitability.<br>• Collaborate with external auditors by providing necessary documentation and information for annual audits and tax reviews.<br>• Present comprehensive financial reviews and insights to management and board members to aid strategic decision-making.<br>• Ensure compliance with local, state, and federal government regulations.
<p>We are seeking a <strong>Patient Account Representative</strong> to join a fast-paced and collaborative Patient Financial Services (PFS) team. The <strong>Patient Account Representative</strong> is responsible for accurate and timely billing, collections, payment processing, and account resolution for patient accounts. The <strong>Patient Account Representative </strong>will work under close supervision to perform routine and repetitive duties, but must be detail-oriented and proactive in handling account discrepancies and payer communications.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Follow up on unpaid accounts through payer websites or phone communication.</li><li>Investigate and resolve underpayments; file appeals when necessary.</li><li>Review and resolve claim denials and rejections.</li><li>Process bad debt transfers, adjustments, and contractual write-offs.</li><li>Review worklists in EPIC and resolve claim edits.</li><li>Rebill claims based on denial follow-ups.</li><li>Post payments and adjustments; manage undistributed payment worklists.</li><li>Process refunds and payment transfers between billing systems.</li><li>Enter charges and resolve charge issues; perform charge corrections.</li><li>Maintain professional communication with internal teams, payers, physicians, and patients.</li><li>Meet weekly productivity goals set by team leadership.</li><li>Support charity application processing and patient advocacy functions.</li><li>Handle incoming mail and assist with backlog organization.</li><li>Perform account lookups and EPIC navigation.</li><li>Review correspondence and determine appropriate next steps.</li></ul>
<p>Established San Francisco law firm is seeking an Intellectual Property Litigation Secretary to support their growing practice. This role requires an experienced individual with a deep understanding of litigation processes and filing procedures across multiple patent venues. Join a dynamic team that values precision, efficiency, and collaboration.</p><p><br></p><p>Responsibilities:</p><p>• Provide administrative and legal support to attorneys specializing in Intellectual Property litigation.</p><p>• Prepare, edit, and proofread legal documents, including correspondence, pleadings, and patent filings.</p><p>• File legal documents in various patent venues, such as NDCal, CDCal, WDTex, EDTex, and DDel, ensuring accuracy and compliance.</p><p>• Manage attorney calendars, schedule meetings, and coordinate travel arrangements.</p><p>• Maintain organized case files and track deadlines to ensure timely submissions.</p><p>• Handle time entries and billing processes with attention to detail.</p><p>• Liaise with clients and external parties to facilitate communication and case progress.</p><p>• Conduct research and gather information relevant to ongoing cases.</p><p>• Assist with administrative tasks, including notary public services and document management.</p><p>• Support partners in building and expanding their Intellectual Property practice.</p>
<p>We are looking for a detail-oriented Bookkeeper to join our client in Livermore, California. This Contract-to-Permanent position offers the opportunity to contribute to essential financial operations, including accounts receivable, accounts payable, and payroll support. The ideal candidate will thrive in a fast-paced environment and demonstrate a commitment to accuracy, confidentiality, and organizational excellence.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Process daily donations and other income, ensuring accurate recording.</p><p>• Maintain donor records, issue communications, and assist with monthly income reconciliation and audit preparations.</p><p>• Handle accounts payable by entering invoices, managing vendor files, and processing payments and credit card transactions.</p><p>• Reconcile credit card accounts and key financial statements on a monthly basis.</p><p>• File and pay sales taxes, prepare year-end reports, and issue required forms such as 1099s and 1096.</p><p>• Support payroll tasks, including employee onboarding, file audits, and benefits administration.</p><p>• Execute journal entries, prepaid expenses, petty cash reconciliations, and other monthly financial activities.</p><p>• Provide quarterly and annual support for tax reporting, audits, and year-end financial processes.</p>
<p>Robert Half's Healthcare client is in need of a contract to permanent Executive Assistant to support the CEO in San Ramon.</p><p><br></p><p>Duties:</p><ul><li>Providing administrative support to the Chief Executive Officer and members of the Administration team. This includes handling of correspondence, communication and interactions in a prompt and professional manner, providing assistance and resolution of issues.</li><li>Supervise administrative support staff.</li><li>Provides timely performance reviews, coaching and advising as needed.</li><li>Attends and prepares material for JV Board and Hospital Governing Board and committee meetings, composes minutes, reports, legal documents, correspondence</li><li>Track Governing Board Terms and process yearly renewals, complete and submit RFAs and compliance paperwork all required before new term starts.</li><li>Help CEO with Annual AHA hospital survey by gathering reports from various departments and submitting electronic survey paperwork.</li><li>Attends and writes minutes for other hospital leadership meetings including Environment of Care, Nursing Leadership, Hospital Administrative Leadership meetings.</li><li>Collects appropriate information and develops monthly corporate legal compliance report, and the monthly and quarterly hospital operations reports for transmitting to Corporate.</li><li>Maintains appropriate and adequate levels of department/office supplies and materials, overseeing cost containment measures to reduce departmental expense.</li><li>Review of invoices/bills, routing for appropriate approvals, and develops approval documentation (physician directorship logs) for signatures.</li><li>Coordinates schedules with other administrative team support staff to assure adequate coverage of administrative needs.</li><li>Responsible for verifying department payroll, submitting MTO requests and distributing payroll to department members.</li><li>Attends educational programs/seminars/inservices appropriate to position and scope of services provided to the organization.</li><li>Provides Notary Public service as a commissioned Notary Public on behalf of the hospital, ensuring compliance with State regulations.</li><li>Physician Management Database and Physician Expense Allocation Log report via eTenet. Reconcile, key entry and tracking of all non-monetary compensation and monetary value of gifts for each physician on staff (business meals, holiday events, etc,) paid by the hospital.</li><li>Patient satisfaction and patient complaints. Act as hospital representative and liaison in receiving complaints and commendations by patients and family members; document and monitor follow-up with appropriate staff and departments to ensure resolution.</li><li>Renew general acute care licenses with CDPH and business licenses with the city on an annual basis.</li><li>Manages hospital campus Mail Room Department overseeing courier services, courier car registration, mail distribution, staff coverage, develop new programs and systems and ensure cost containment.</li><li>Submits expenses, tracking, collecting and submitting for Executive Staff twice a month</li><li>Assist with planning hospital-wide and administrative events</li><li>Maintain multiple daily calendars for the Executive Team and prioritize appropriately</li><li>Greets incoming patients, guests, physicians, staff members in a friendly and professional manner.</li><li>Coordinate and manage hotel and travel arrangements for members of the Executive team, department Directors and job candidates as needed</li></ul>
<p>We are actively searching for a Controller with a focus on Real Estate & Property. Based in San Ramon, California, this role involves overseeing accounting functions, leading a team, and demonstrating strong business acumen. </p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Manage and lead staff within the Accounting and Finance Department.</li><li>Supervise all accounting functions, including monthly and yearly financial close processes.</li><li>Review financial reports and reconciliations for semi-annual reporting.</li><li>Lead the annual budget planning and reforecasting, ensuring timely communication and coordination.</li><li>Analyze and review monthly cash flow models.</li><li>Continuously assess and improve accounting procedures for greater efficiency.</li><li>Ensure compliance with technical accounting standards through research and documentation.</li><li>Act as the main contact for external auditors and manage audit procedures.</li><li>Maintain and update payroll budgeting, forecasting, and allocations.</li><li>Oversee banking operations, such as wire transfers, account setups, credit cards, and compliance.</li><li>Evaluate operational aspects of lender and cash management agreements.</li><li>Collaborate effectively with cross-functional teams and departments.</li><li>Define, implement, and refine departmental policies and performance expectations.</li></ul>
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for a <strong>Senior Corporate Accountant </strong>at a <strong>Leading Investment Firm</strong>. This is a full-time permanent role based in <strong>San Francisco</strong> with a <strong>Hybrid</strong> schedule.</p><p> </p><p>This team is known for its forward-thinking approach and commitment to integrity. The culture is collaborative, growth-oriented, and built on teamwork and excellence. You’ll be part of an award-winning workplace that values both achievement and balance. Perks include competitive pay with annual bonuses, 100% employer-paid medical, dental, and vision for you and your family, generous commuter benefits and more. You’ll also find strong leadership support and opportunities for professional growth.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Handle month-end close tasks across AP/AR, expenses, fixed assets, and cash accounts</li><li>Prepare reconciliations and ensure accurate general ledger reporting</li><li>Maintain SOX compliance and document internal controls</li><li>Enforce expense and capitalization policies</li><li>Drive process improvements to strengthen operations</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p>We are looking for a skilled Staff Accountant to join our team in Hayward, California. In this long-term contract role, you will play a pivotal part in supported month end close functions and providing accurate financial data to support informed decision-making. This position offers the opportunity to work collaboratively across departments while driving key financial initiatives and ensuring compliance.</p><p><br></p><p>Responsibilities:</p><p>Process daily accounting transactions</p><p>Support audits by providing necessary documentation and explanation for records.</p><p>Collaborate with departments to ensure proper financial reporting and budgeting processes.</p><ul><li>Seek opportunities to streamline accounting procedures and increase efficiency.</li><li>Compiling Freight, Tariff, and Royalty calculations</li><li>Analyzing inventory valuations</li><li>Analyzing inventory adjustments and cycle counts</li><li>Overseeing annual physical inventory</li><li>Performing month-end close duties</li><li>Help with quarterly and year-end financial audit activities and the annual corporate financial controls audit</li><li>Assess current practices and procedures, and make recommendations for improvements</li><li>Prepare, review, and analysis of cost projections</li><li>Maintain records of current cost trends</li></ul><p><br></p><p>Perform ad hoc analysis and projects as requested</p>
<p><strong>Job Posting: Assistant Controller</strong></p><p>A privately held investment firm with a national footprint is seeking an experienced and detail-oriented <strong>Assistant Controller</strong> to join its finance and accounting team. Specializing in real estate investment—with a focus on affordable and workforce housing—the firm manages over $1 billion in assets across multiple states. It is committed to delivering strong financial performance alongside meaningful social impact.</p><p><br></p><p><strong>Position Overview:</strong></p><p>The Assistant Controller will support the Corporate Controller and Chief Financial Officer in driving financial reporting accuracy, regulatory compliance, and operational efficiency. This role involves close collaboration with internal teams and external partners to ensure timely reporting, effective cash management, and continuous improvement of financial systems and processes.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Review quarterly fund and property-level financials, including waterfalls and asset management fees</li><li>Ensure compliance with fund agreements and investor reporting requirements</li><li>Support quarterly reporting for limited partners, joint venture partners, and internal stakeholders</li><li>Assist with cash flow forecasting and liquidity planning across funds and the management company</li><li>Collaborate with fund administrators and property managers to ensure accurate financial data and post-closing prorations</li><li>Lead or support financial system implementations and process improvement initiatives</li><li>Manage treasury functions, including bank account setup and cash management</li><li>Document and enhance financial policies and procedures</li><li>Participate in onboarding of new property managers and operational partners</li></ul><p><strong>What the Firm Offers:</strong></p><ul><li>Competitive compensation and benefits</li><li>Opportunities for professional development and career advancement</li><li>A collaborative, mission-driven work culture</li><li>In-office environment located in a major financial district, with a hybrid schedule (4 days in office)</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
<p>We are looking for a Client Accounts Specialist to join our team in San Francisco, California. This role involves managing billing processes and client accounts while ensuring exceptional service delivery. The ideal candidate will bring expertise in accounting software systems and customer service to streamline operations and improve client satisfaction. <strong>For immediate consideration, please contact Leon Chang directly via Linked-In.</strong></p><p><br></p><p><strong><u>Responsibilities:</u></strong></p><p><strong>Invoice Management:</strong> Prepares and posts client invoices per attorney revisions and client guidelines.</p><p><strong>Cash Application:</strong> Reconciles and applies payments (checks, wires, ACH, credit cards); processes refunds as needed.</p><p><strong>Bank Deposits:</strong> Organizes and deposits checks into correct accounts.</p><p><strong>Trust Accounts:</strong> Records deposits, transfers, and withdrawals for client and state bar trust accounts.</p><p><strong>Recordkeeping:</strong> Maintains accurate electronic files for invoices, cash receipts, disbursements, overpayments, refunds, wires, transfers, write-offs, and unapplied cash.</p><p><strong>Reporting:</strong> Provides accrual, budget, and rate data to attorneys/clients as requested.</p><p><strong>Expense Processing:</strong> Records third-party expenses and disbursements in expense systems.</p><p><strong>Account Management:</strong> Monitors unapplied cash, reallocates payments when bills are revised, and ensures trust funds are used appropriately.</p><p><strong>Collections Support:</strong> Assists with collection efforts when needed.</p>
We are looking for a detail-oriented Vendor Master Specialist to join our team in Emeryville, California. In this long-term contract role, you will play a key part in maintaining accurate vendor data and ensuring seamless onboarding processes for suppliers. This position requires a high level of accuracy, independent judgment, and excellent communication skills to manage vendor-related inquiries and resolve issues efficiently.<br><br>Responsibilities:<br>• Ensure timely and accurate completion of vendor requests, verifying all supporting documentation and compliance with company policies.<br>• Conduct regular audits and data integrity checks to uphold the quality of vendor master data.<br>• Collaborate with internal teams and external suppliers to maintain vendor information such as business names, addresses, banking details, and classifications.<br>• Address vendor-related inquiries, troubleshoot issues, and resolve payment-related discrepancies.<br>• Assist with 1099 reporting and other vendor master data-related tasks.<br>• Generate and review master data reports for accuracy and completeness.<br>• Verify sensitive data verbally to ensure security and compliance.<br>• Manage multiple tasks and prioritize workflows to meet deadlines effectively.<br>• Provide exceptional customer service to internal departments and external stakeholders.
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for a <strong>Client Service Associate </strong>at a <strong>Boutique RIA</strong>. This is a full-time permanent role based in <strong>Walnut Creek</strong> with a <strong>Hybrid</strong> schedule.</p><p> </p><p>Join a collaborative, client-focused team where your work directly impacts clients’ financial journeys. The culture emphasizes curiosity, teamwork, and adaptability, offering opportunities to grow your skills, deepen expertise, and advance your career.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Assist clients with account updates, beneficiary changes, and transactions</li><li>Process wire transfers and rollover requests efficiently and securely</li><li>Respond to client inquiries and deliver personalized support</li><li>Manage client onboarding and maintain CRM records</li><li>Collaborate with advisors to align actions with client plans</li><li>Support the team with reports, presentations, and client materials</li><li>Uphold confidentiality and best practices for client information</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p>We are looking for an experienced Senior Internal Auditor to join our team on a contract basis in San Francisco. This role involves conducting detailed audits and ensuring compliance with collective bargaining agreements, focusing on pension obligations. If you have a strong background in internal auditing and enjoy working with data and calculations, this position offers an excellent opportunity to contribute to organizational integrity.</p><p><br></p><p>Responsibilities:</p><p>• Conduct audits to ensure compliance with collective bargaining agreements, including pension obligations.</p><p>• Develop representative samples for calculations and analysis.</p><p>• Reperform calculations to verify accuracy and adherence to agreements.</p><p>• Collaborate with the internal audit team to identify and address discrepancies.</p><p>• Prepare comprehensive reports detailing audit findings and recommendations.</p><p>• Support the creation and execution of audit plans aligned with organizational goals.</p><p>• Ensure audit programs are implemented effectively and consistently.</p><p>• Analyze data to uncover trends and potential risks.</p><p>• Provide insights to improve compliance processes and internal controls.</p>
<p><strong>Jennifer Fukumae</strong> is partnering with a highly respected venture capital firm in Menlo Park to identify a <strong>Fund Accountant</strong> who will play a critical role in valuations, fund operations, and investor reporting. This is an opportunity to work alongside an elite finance team in a collaborative environment where your work directly supports founders building transformative companies.</p><p><br></p><p><strong>Fund Accountant – Valuations & Fund Operations</strong></p><p>📍 Menlo Park, CA | Hybrid (2–3 days onsite)</p><p>💼 $125k–$150k base + Bonus + Phantom Equity + Unlimited PTO</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Lead quarterly portfolio valuations in line with ASC 820.</li><li>Build and refine valuation models with strong, defensible data.</li><li>Support fund financials, quarterly closes, audits, and LP reporting.</li><li>Review capital calls, distributions, and cash management across multiple funds.</li><li>Provide accurate fund data for board materials and investor presentations.</li><li>Mentor junior team members and help scale finance processes as the firm grows.</li></ul>
