<p>Robert Half is seeking an experienced Senior Program and Project Manager to join a Product Marketing Operations team for our client. In this role, you will support business growth by creating and scaling efficient processes across Ads Product Marketing and related teams. If you thrive in a fast-paced </p><p>environment and excel at leading operational improvements, implementing new systems, and collaborating with cross-functional teams, we’d love to hear from you!</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Manage multiple initiatives aimed at enabling the Ads Product Marketing team to work efficiently.</li><li>Lead both go-to-market and voice-of-customer projects, translating customer insights into actionable roadmap priorities and scaling solutions for market success.</li><li>Champion best practices within Ads Product Marketing and drive operational efficiency across teams.</li><li>Develop and deliver training materials to geographically dispersed teams, fostering collaboration and streamlined operations.</li><li>Pilot and scale new programs that utilize systems to accelerate team productivity.</li><li>Identify, analyze, and document existing workflows; propose and implement process improvements based on identified gaps and opportunities.</li><li>Lead and juggle multiple projects with aggressive timelines, demonstrating agility in responding to new initiatives.</li><li>Develop and enhance reporting frameworks to track progress and improve operational transparency.</li><li>Establish and coordinate feedback mechanisms—both internal and external—to ensure advertiser needs are captured and prioritized.</li><li>Partner with Ads Product Marketing and cross-functional teams to ensure the customer perspective is represented during annual planning and product development cycles.</li></ul><p><br></p>
We are looking for a dedicated and creative Sales/Marketing Coordinator to join our nonprofit organization based in San Rafael, California. This long-term contract position focuses on enhancing the visibility of our programs and initiatives to drive community engagement and support. The ideal candidate will have a passion for making a positive impact and a strong background in marketing and administrative coordination.<br><br>Responsibilities:<br>• Develop and implement marketing strategies to increase public awareness and engagement with the organization’s services and events.<br>• Create and manage a variety of marketing materials, including brochures, newsletters, press releases, and social media posts, ensuring alignment with branding guidelines.<br>• Plan and coordinate logistics for outreach activities, fundraising events, and partnership initiatives, including volunteer communications and event promotions.<br>• Work closely with program managers to collect and utilize success stories, testimonials, and impact data for marketing and fundraising purposes.<br>• Manage and update the organization’s website and social media channels with fresh and engaging content.<br>• Monitor and analyze the performance of marketing and fundraising campaigns to identify areas for improvement and inform future strategies.<br>• Conduct research to identify potential funding sources, sponsors, and partnership opportunities to support organizational growth.<br>• Assist with the preparation of grant proposals and donor communications to support development goals.<br>• Provide administrative support for sales and marketing activities, ensuring smooth coordination of tasks and projects.
<p>You’ll be responsible for telling the brand story in exciting and creative ways. Crafting copy for social media posts, ads, email marketing, newsletters, movie scripts, campaigns, landing pages, webinars, event abstracts and more is your passion. And it’s what we need to take our message into the world at the highest level. You’ll collaborate with a range of stakeholders in marketing and other departments like the design studio, demand generation manager and more to drive your messages across the world of software.</p><p> </p><p><strong>Responsibilities:</strong></p><ul><li>Develop and deliver content and creative copy across multiple product lines and company initiatives that captivates readers and drives them to action </li><li>Develop targeted messaging that resonates with different personas and industry verticals </li><li>Think creatively about programs that deliver new ways to reach target audiences </li><li>Draft content across multiple mediums, such as blogs, emails, papers, eBooks, internal communications, web, etc. </li><li>Contribute to high-profile content, including videos, web properties, human resources and more </li><li>Leverage the unique power of different media to maximize impact </li><li>Be the go-to person for killer copy </li><li>Collaborate with content strategy and marketing departments to make data-driven decisions on content management </li><li>Track and measure the success of content generation efforts</li></ul><p><br></p>
<p>Our client in Concord is seeking an experienced Tax Manager for a 2+ month engagement in support of the Tax Director . This role offers the flexibility of remote work and requires a strong background in corporate tax, including both income and indirect tax. You will play a vital role in managing tax provisions, ensuring compliance, and supporting various tax-related activities for a multi-entity organization. Pay is expected to be $80-$100/hr. DOE and location.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and review annual income tax provisions in compliance with ASC 740 standards</p><p>• Conduct detailed reviews of supporting workpapers to ensure accuracy and completeness</p><p>• Manage corporate tax returns, including filing extensions and final submissions</p><p>• Oversee indirect tax processes, such as sales and use tax, while coordinating with controllers of smaller subsidiaries</p><p>• Collaborate with external CPA firms to provide necessary tax adjustments and financial information</p><p>• Utilize OneSource software for tax provision preparation and reporting</p><p>• Analyze and explain findings from tax workpapers to senior management</p><p>• Ensure timely preparation and review of tax-related financials, including provisions and adjustments</p><p>• Support the VP of Finance in tax-related decision-making and reporting processes</p><p>• Maintain compliance with all relevant federal, state, and local tax regulations</p>
<p>We are looking for an experienced Senior Financial Analyst to join our team in Larkspur, California. This role will focus on supporting Commercial Finance functions, including Sales and Marketing, by delivering insights that drive profitable growth. If you are passionate about financial analysis, eager to learn, and thrive in a collaborative environment, this is a great opportunity to advance your career while contributing to a dynamic organization.</p><p><br></p><p>Responsibilities:</p><p>• Collaborate with Sales, Marketing, and other teams to provide actionable insights that support profitable business growth.</p><p>• Prepare monthly variance analyses for key metrics such as Sales, Trade Spend, and Gross Margin, identifying trends and opportunities.</p><p>• Evaluate performance drivers and recommend corrective actions to ensure financial targets are met.</p><p>• Lead or assist in Trade Effectiveness Reviews to enhance promotional spending efficiency and adherence to processes.</p><p>• Manage Net Sales planning and forecasting models, contributing to annual plans and ongoing forecast updates.</p><p>• Oversee the Marketing Budget process, tracking expenditures and assessing investment effectiveness.</p><p>• Participate in efforts to improve tools, processes, and reporting systems to streamline data flows and modernize operations.</p><p>• Provide ad hoc financial analysis and support strategic planning initiatives alongside the Director of Commercial Finance.</p><p>• Contribute to cross-functional projects aimed at refining business strategies and achieving organizational goals.</p>
<p>We are seeking a Tax Manager - Public to join our team located in Marin County, California. The Tax Manager will play a critical role in managing and facilitating the accurate preparation and filing of our company’s state and federal tax forms. The role will also involve recommending effective tax strategies that align with the company's business needs and comply with laws, promoting our company’s financial well-being.</p><p><br></p><p>Responsibilities:</p><p>• Create and utilize financial and logistical reports to prepare and file federal, state, and local tax documents accurately.</p><p>• Develop and implement tax strategies that align with the company's business goals.</p><p>• Conduct research to develop tax-saving strategies and identify tax savings in prospective and recurring business deals.</p><p>• Maintain and update the company's tax database regularly.</p><p>• Assess and research complex tax issues using internal revenue code, tax regulations and relevant case law.</p><p>• Prepare for audits and collaborate with auditors to reach an agreement on contested issues or deficiencies.</p><p>• Consult with executives regarding the tax implications of various corporate strategies.</p><p>• Ensure all legal requirements are met in assessing the tax impact on company’s financial planning.</p><p>• Perform audits and negotiate tax resolutions with taxing authorities.</p><p>• Use accounting software systems, ADP - Financial Services, CaseWare, CCH ProSystem Fx, CCH Sales Tax, and other accounting functions to perform annual income tax provision and auditing.</p>
<p>We are looking for an experienced Senior Director of Tax to oversee and manage all aspects of corporate tax compliance and planning for our retail organization. This role requires a strategic leader who can ensure adherence to tax regulations while optimizing processes to meet organizational goals. Based in Oakland, California, you will play a key role in shaping the company's tax strategies and ensuring timely and accurate compliance.</p><p><br></p><p>Responsibilities:</p><p>• Lead federal, state, income, and sales tax compliance, including estimates, filings, K-1/K-3s, sales tax returns, audits, and payments.</p><p> • Model waterfall distributions and calculate owner tax distributions.</p><p> • Oversee gross receipts and unclaimed property filings.</p><p> • Serve as primary tax advisor for operational initiatives and bank audits.</p><p> • Manage tax department budget, costs, vendors, and external advisors.</p><p> • Establish compliant, well-documented tax processes and audit readiness.</p><p> • Mentor tax managers and support team development.</p><p> • Partner with accounting, finance/treasury, and legal teams on tax reporting, cash forecasting, and documentation.</p>
<p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE DETAILS</strong></p><p><br></p><p><strong>Sr. Accountant/Sr. Financial Analyst</strong></p><p><br></p><p>Exciting opportunity to join a publicly traded biotech company with over 1B in revenue! Position will be a hybrid of Finance and Accounting functions to support their Sales/Marketing Team. This is an excellent opportunity for a CPA Accountant looking for transition to FP& A (hiring manager willing to train).</p><p><br></p><p><u>Summary:</u></p><p>The Senior Financial Analyst will support the S& M functional leaders during the budgeting, forecasting, and long-range planning processes, delivery of timely, accurate and relevant financial information and insights to management, & will be responsible for core finance functions including journal entries, account reconciliations, and variance analysis.</p><p><br></p><p>Responsibilities</p><p>Support the Sales & Marketing Finance team, including:</p><ul><li>Prepare monthly journal entries, account reconciliations, and support the management of monthly financial cost center tracking files.</li><li>Analyze variances between actual results, prior year, and budget/forecast, and prepare monthly financial reports for leadership.</li><li>Assist in preparing and importing data for annual budgets, quarterly forecasts & landings, and long-range financial planning with insights into senior leadership on financial performance and trends.</li><li>Support the approval process for contracts, purchase requisitions, and position requests, ensuring compliance and proper documentation.</li><li>Collaborate with various teams to provide data-driven insights and support business decision-making.</li><li>Prepare data for ad-hoc reporting and participate in meetings with senior leadership to discuss financial results and business performance.</li><li>Perform other duties as assigned.</li></ul><p><br></p><p>Qualifications</p><ul><li>Bachelor’s degree in finance, accounting or closely related field</li><li>3-5+ years of experience including accounting, financial analysis, or financial planning/budgeting. Pharmaceutical industry related experience preferred</li><li>Biotech industry preferred</li><li>Highly proficient with MS Office applications (Excel, Word, PowerPoint)</li><li>OneStream Software experience a plus</li><li>Excellent verbal and written communication skills</li></ul><p><br></p>
Key Responsibilities:<br>Manage and review individual, corporate, partnership, and fiduciary tax returns<br><br>Oversee tax planning and compliance for a variety of clients across industries<br><br>Serve as the primary point of contact for clients, building and maintaining strong relationships<br><br>Research complex tax issues and provide clear, actionable recommendations<br><br>Review work prepared by staff and seniors, ensuring accuracy and compliance with tax laws<br><br>Mentor and train staff accountants and senior tax associates<br><br>Coordinate and manage multiple engagements and deadlines simultaneously<br><br>Ensure adherence to firm policies, procedures, and professional standards<br><br>Qualifications:<br>Bachelor’s degree in Accounting or related field (Master’s in Taxation a plus)<br><br>CPA license required<br><br>5–8+ years of public accounting experience, with at least 2 years in a supervisory role<br><br>In-depth knowledge of federal, state, and local tax regulations<br><br>Strong leadership, analytical, and organizational skills<br><br>Excellent communication and client service abilities<br><br>Proficiency in tax software (e.g., CCH Axcess, ProSystem fx, or similar) and Microsoft Office Suite
<p>Corporate Staff Tax Accountant opportunity, contract to full time. Responsible to prepare, examine, and file company tax records while ensuring compliance with federal, state, and local regulations. Key responsibilities include preparing corporate income tax returns, multi-state sales and use tax returns, and working on tax provisions. Additionally, responsible for performing tax reconciliations and adjustments.</p><p> Duties: </p><p>● Manage all sales and use tax matters. </p><p>● Manage multi-state sales and use tax, franchise tax, and other local tax obligations for all Subsidiaries</p><p>● Maintain records of all tax filings, payments, and correspondence</p><p>● Assist in the preparation and filing of federal and state income tax returns (30+ states) as well as supporting the Tax Manager in the preparation of the income tax provision for financial statement purposes</p><p>● Prepare various schedules regarding tax planning including projected effective tax rates and other forecasting with the Tax Manager</p><p>● Comply with evolving tax laws</p><p>● Interface with various tax authorities including handling tax audits </p><p>● Stay current with any current or future pronouncements regarding tax policy changes</p><p>● Identify opportunities to improve and otherwise streamline tax function, including optimizing current processes</p><p>● Act as a knowledge base for state and local tax regulations for project or financial managers, which may include new research tasks</p><p>● Support clarity regarding tax considerations to a non-tax audience </p><p><br></p>
<p>We are looking for an experienced Creative Director to lead a talented team in developing impactful marketing and brand assets. In this long-term contract position, you will play a pivotal role in driving creative strategies, optimizing processes, and ensuring alignment with organizational goals. Located in the San Francisco Bay Area, California, this opportunity offers a chance to work in a dynamic environment that values innovation and collaboration.</p><p><br></p><p>Responsibilities:</p><p>• Direct and manage daily creative operations, ensuring smooth workflows and meeting project deadlines.</p><p>• Guide the brand design process, overseeing the creation and delivery of high-quality marketing materials.</p><p>• Lead and inspire a small creative team, fostering a culture of collaboration, accountability, and innovation.</p><p>• Develop and implement effective processes to enhance production efficiency and quality.</p><p>• Collaborate with leadership to align creative strategies with organizational objectives while addressing tactical needs.</p><p>• Utilize AI tools and emerging technologies to optimize workflows and drive creative innovation.</p><p>• Provide stability and leadership during transitional periods, maintaining continuity and excellence in deliverables.</p><p>• Champion disruptive approaches to traditional processes, encouraging fresh ideas and solutions.</p>
We are looking for a skilled Property Manager to oversee daily operations and tenant relations at a residential property in Hayward, California. This is a Contract position, ideal for someone with strong organizational skills and experience in property management. The role requires fluency in Spanish and the ability to ensure smooth property operations while maintaining compliance with relevant regulations.<br><br>Responsibilities:<br>• Manage all aspects of property operations, including tenant communications and lease agreements.<br>• Ensure compliance with HUD regulations and other applicable standards.<br>• Oversee maintenance requests and coordinate timely repairs with service providers.<br>• Monitor financial performance by preparing budgets and tracking expenses.<br>• Handle rent collection, payment processing, and delinquency management.<br>• Conduct property inspections to ensure safety and upkeep of the premises.<br>• Respond to tenant inquiries and resolve issues to maintain positive relationships.<br>• Assist with marketing efforts to attract new tenants and fill vacancies.<br>• Maintain accurate records of property activities and generate reports as needed.<br>• Collaborate with contractors and vendors to ensure high-quality services.
<p>Our client is building the next generation of intelligent, scalable enterprise applications at the intersection of Salesforce, AI, and automation. Their high-performing Marketing Applications team delivers mission-critical solutions that power large-scale operations, optimize business processes, and embed AI-driven insights across the organization.</p><p><br></p><p>They are seeking a <strong>Software Engineer III </strong>to independently design and deliver complex technical solutions while developing deep expertise across Salesforce, AI-enabled workflows, and enterprise integrations. This role is ideal for a proven engineer who enjoys architectural ownership, mentoring others, and working across a sophisticated technology ecosystem. Candidates from outside the Salesforce ecosystem are encouraged to apply if interested in specializing in these technologies.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Independently design, develop, and deliver complex, scalable Salesforce applications and integrations using advanced Apex, Lightning Web Components (LWC), and declarative tools</li><li>Design and maintain back-end services, APIs, and automation workflows using Node.js, Python, and cloud platforms (Azure or AWS)</li><li>Build and manage data pipelines and ETL processes across Salesforce and cloud-based data platforms</li><li>Own integrations between Salesforce and enterprise systems, defining data contracts using REST/SOAP APIs and event-driven architectures</li><li>Customize and extend agent-based capabilities to deliver context-aware, high-performance employee experiences</li><li>Drive adoption of AI capabilities, including predictive analytics, copilots, and generative AI within marketing and sales workflows</li><li>Contribute to AI and ML initiatives, including the secure integration of large language models into enterprise processes</li><li>Develop and optimize modern front-end applications using advanced JavaScript frameworks such as React.js or Next.js</li><li>Serve as a key contributor in Agile teams, influencing technical direction, roadmap planning, and conducting peer code reviews</li><li>Mentor junior engineers and promote engineering best practices and technical excellence</li><li>Collaborate closely with product managers, data science teams, and business stakeholders to translate requirements into scalable solutions</li></ul>
<p>We are looking for a detail-oriented Staff Accountant to join our team in San Francisco, California. In this role, you will handle a variety of accounting functions, including accounts payable, financial reporting, and inventory accounting. This is an excellent opportunity for a motivated individual to contribute to a dynamic organization and grow professionally. <strong>For immediate consideration, please contact Daniel Mok directly via Linked-In.</strong></p><p><br></p><p><strong><u>Responsibilities:</u></strong></p><p><strong>Full-Cycle Accounting:</strong> Oversee daily accounting tasks including journal entries, reconciliations, and month-end closing processes.</p><p><strong>Financial Reporting:</strong> Support the Finance Director in creating and reviewing financial statements for GAAP compliance and accuracy.</p><p><strong>Bank Reconciliations:</strong> Complete monthly reconciliations for all bank and credit card accounts.</p><p><strong>Inventory Management:</strong> Work with operations and sales to maintain accurate merchandise inventory records and cost reporting.</p><p><strong>Revenue Recognition:</strong> Accurately record sales, refunds, and adjustments related to merchandise.</p><p><strong>Tax Support:</strong> Assist in tax preparation by gathering documentation and supporting the Finance Director with filings.</p><p><strong>Compliance & Audits:</strong> Contribute to compliance reporting and support external audits and regulatory filings.</p><p><strong>Process Optimization:</strong> Recommend and implement improvements to financial workflows and accounts payable procedures.</p><p><strong>Accounts Payable (AP) Management:</strong></p><ul><li>Process vendor invoices accurately and on time.</li><li>Handle invoice approvals and various payment methods (ACH, wire, credit card, checks).</li><li>Ensure accurate coding of invoices to appropriate accounts and departments.</li><li>Reconcile AP accounts and resolve discrepancies.</li><li>Maintain vendor information and address payment-related inquiries.</li></ul>
<p>We are looking for a Store Manager to join our team in Fairfield, California. This is a contract-to-permanent position within the wholesale distribution industry. The ideal candidate will oversee customer service operations, ensuring excellent service delivery and maintaining high standards of customer satisfaction. This role requires strong leadership and organizational skills to effectively manage teams, address customer needs, and contribute to the company’s success.</p><p><br></p><p>Responsibilities:</p><p>• Lead and manage customer service teams to ensure consistent, high-quality customer interactions.</p><p>• Develop and implement strategies to improve customer satisfaction and resolve complaints effectively.</p><p>• Manage scheduling and staffing decisions to ensure adequate coverage and optimal service levels.</p><p>• Conduct regular training sessions to enhance team performance and ensure compliance with company policies.</p><p>• Oversee inventory management and ensure accurate tracking and replenishment of products.</p><p>• Monitor compliance with safety and security protocols, addressing any discrepancies promptly.</p><p>• Conduct market research to identify opportunities for improving customer service and understand competitor practices.</p><p>• Collaborate with loss prevention teams to safeguard company assets and reduce risks.</p><p>• Supervise merchandising efforts to maximize sales and ensure displays meet company standards.</p><p>• Address operational challenges by stepping into various roles as needed during peak times or staffing shortages.</p>
<p>Robert Half is working with a large, reputable Property Management company in need of a Property Administrator. This is a Full-Time opening. The Assistant Property Manager is going on leave and we are looking for someone who can "hold down the fort". Please find the description below and if interested, apply now. Do not wait! We are looking to get someone started ASAP.</p><p><br></p><p>We are seeking a dynamic and organized <strong>Commercial Property Administrator</strong> to join our property management team. The ideal candidate will be responsible for managing day-to-day administrative functions of our commercial properties, while also conducting property tours for prospective tenants, clients, and partners. This is an exciting opportunity for an individual who excels in customer service, organization, and enjoys engaging with clients in a professional yet approachable manner.</p><p><strong> </strong></p><p><strong>Key Responsibilities:</strong></p><ul><li>Oversee general administrative tasks for the property, including but not limited to managing correspondence, maintaining files, processing leases, coordinating repairs and maintenance, and preparing reports for property managers and owners</li><li>Liaise with tenants, contractors, and vendors to ensure smooth operations and prompt issue resolution</li><li>Track and monitor rent collections, service charges, and other financial transactions related to the property</li><li>Ensure compliance with all regulatory and legal requirements related to property management.</li><li>Assist with lease renewals, tenant inquiries, and resolving tenant concerns in a timely manner.</li><li>Conduct property tours for prospective tenants, clients, and other stakeholders, showcasing the property’s features, available spaces, amenities, and surrounding area.</li><li>Tailor property tours to the specific needs of potential clients and provide insights into how the space could meet their business requirements.</li><li>Answer questions about the property, leasing terms, building amenities, and neighborhood offerings in a professional and knowledgeable manner.</li><li>Provide detailed information and assist in the leasing process by helping prospective tenants understand all property-related documentation and procedures.</li><li>Build and maintain strong relationships with tenants, vendors, and potential clients, ensuring their needs and expectations are met promptly.</li><li>Respond to tenant concerns or issues and escalate matters as needed to property managers.</li><li>Provide excellent customer service, ensuring an exceptional experience for all visitors and tenants.</li><li>Assist with the preparation and distribution of marketing materials, including brochures, digital content, and website updates.</li><li>Support leasing efforts by maintaining current knowledge of available spaces and market trends.</li></ul>
<p><strong>Please contact Andrew Castillo (Practice Director) at Robert Half, for more information on this opportunity. </strong></p><p><br></p><p>Our Client is a nonprofit community organization that serves over 90,000 children, teens, and adults in Alameda and Contra Costa Counties through our early childhood education, after-school programs, and fitness branches. They are looking for a detail-oriented Staff Accountant to join their team in Richmond, California. This role is essential in providing accounts payable support and ensuring accurate financial record-keeping for their organization. The ideal candidate will play a key role in Accounts Payable, handling journal entries, account reconciliations, and supporting various administrative finance tasks.</p><p><br></p><p><strong>Responsibilities:</strong></p><p>• Process purchase orders and accounts payable transactions, ensuring accuracy and resolving vendor discrepancies.</p><p>• Record journal entries and perform reconciliations for general ledger accounts.</p><p>• Collaborate with the Controller and team members to update and maintain lease records in specialized software.</p><p>• Prepare and submit sales and use tax reports in compliance with regulations.</p><p>• Deposit checks and manage documentation in alignment with organizational policies.</p><p>• Maintain organized filing systems and oversee records management.</p><p>• Sort and distribute incoming mail efficiently.</p><p>• Support audits by providing accurate financial data and documentation.</p><p>• Handle business license renewals and perform other administrative tasks as needed.</p>
<p>We are looking for a highly organized and proactive Business Development Specialist to join our team in Stockton, California. In this long-term contract role, you will provide vital administrative support to the Business Development and Recruitment department, ensuring seamless coordination in recruitment and growth initiatives. This position offers an exciting opportunity to contribute to the expansion of our healthcare network by supporting diverse projects and fostering strong relationships across the organization.</p><p><br></p><p>Responsibilities:</p><p>• Coordinate and schedule meetings, physician visits, and travel arrangements to facilitate effective recruitment and development efforts.</p><p>• Maintain accurate and organized records for all physician searches and recruitment activities.</p><p>• Support resident retention and recruitment initiatives by planning and executing events, presentations, and meetings.</p><p>• Collaborate with team members to manage multiple priorities and ensure the smooth execution of ongoing projects.</p><p>• Serve as a key point of contact for administrative tasks within the Business Development and Physician Recruitment department.</p><p>• Utilize advanced skills in Microsoft Office and Google applications to enhance efficiency and productivity.</p><p>• Contribute to the development of strategies aimed at expanding the medical network and improving physician engagement.</p><p>• Assist with financial and accounting tasks related to recruitment and business development activities.</p><p>• Drive diversity recruitment efforts to support the organization’s commitment to inclusivity and excellence.</p><p>• Provide performance management and employee relations support to ensure a collaborative and effective work environment.</p>
<p>We are looking for a dedicated Controller to lead financial operations and provide strategic guidance for our clients organization in the Stanislaus County. This role requires expertise in accounting, budgeting, compliance, and leadership to ensure the company’s financial health and efficiency. The ideal candidate will drive financial reporting accuracy, uphold internal controls, and contribute to long-term business strategies. Contact Edgar Gonzalez if interested 209.395.2259</p><p><br></p><p>Responsibilities:</p><p>• Oversee daily accounting activities, including general ledger, accounts payable, accounts receivable, and payroll management.</p><p>• Prepare and analyze monthly, quarterly, and yearly financial statements to ensure accuracy and compliance.</p><p>• Lead the annual budgeting process in collaboration with the executive team and monitor budget performance.</p><p>• Develop and maintain robust internal controls to safeguard company assets and ensure compliance with policies and regulations.</p><p>• Mentor and manage the accounting team, fostering growth and accountability.</p><p>• Provide financial insights and analysis to support decision-making across operations, sales, and credit functions.</p><p>• Monitor cash flow, working capital, and oversee customer credit approvals and collections.</p><p>• Maintain strong banking relationships and support financing activities as needed.</p><p>• Partner with senior leadership to align financial strategies with organizational goals.</p><p>• Identify opportunities to enhance profitability and operational efficiency through strategic initiatives.</p>
<p><strong>Interested?</strong> Apply today and send your resume via LinkedIn to <strong>JC del Rosario</strong> — I’d love to connect.</p><p><br></p><p><strong>Senior Advice Strategist (CFP® or Series 65)</strong></p><p><strong>About the Role</strong></p><p>Join a client‑focused advisory team delivering sophisticated, fully integrated financial plans across tax, estate, insurance, and investments. You’ll partner closely with advisors and cross‑functional teams to design strategies, present recommendations, and support a high‑touch client experience in a fast‑paced, growth‑oriented environment.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Collaborate with advisors to produce client‑ready advice and planning materials.</li><li>Lead complex plan development (cash flow, tax, insurance, estate).</li><li>Present planning strategies and recommendations directly to clients.</li><li>Enhance planning tools, software, and workflow efficiency.</li></ul><p><strong>Why This Opportunity</strong></p><ul><li>A people‑first culture with exceptional training and career development.</li><li>Boutique, high‑touch client experience backed by strong resources and clear leadership vision.</li><li>Expanding West/Midwest presence and the ability to make a meaningful impact on clients’ financial lives.</li></ul>
