<p>We are looking for a skilled Sales Operations Specialist t to join our team in San Francisco, California. This long-term contract position offers an opportunity to leverage your expertise in sales operations, order processing, and quoting within a dynamic environment. The role requires strong attention to detail and a proactive approach to managing sales processes and systems to ensure seamless operations.</p><p><br></p><p>Responsibilities:</p><p>• Manage all aspects of order processing, including quoting, pricing configurations, and ensuring accuracy in sales transactions.</p><p>• Utilize Salesforce CPQ to maintain and update opportunities, accounts, and sales records effectively.</p><p>• Collaborate with internal teams to negotiate pricing and configurations, ensuring alignment with organizational goals.</p><p>• Prepare and manage monthly and quarterly forecasts using tools such as Epic Clarity.</p><p>• Support quarter-end and year-end activities, including overtime work during peak periods to meet booking deadlines.</p><p>• Monitor and maintain sales data in systems like Kugamon, ensuring consistency and reliability.</p><p>• Coordinate with stakeholders to troubleshoot and resolve any issues related to quoting and order management.</p><p>• Ensure compliance with company policies and standards during all sales operations.</p><p>• Participate in holiday work schedules, excluding specific holidays, to meet business demands.</p><p>• Provide insights and recommendations to optimize sales operations and improve workflows.</p>
<p><strong>About the Role:</strong></p><p>We are seeking a <strong>Marketing Operations Manager</strong> to oversee and optimize our video asset workflow, with a strong focus on operational execution, video approvals, legal compliance, and the implementation of a Digital Asset Management (DAM) system.</p><p>In this role, you will serve as the bridge between creative production, legal, and executive teams, ensuring that all video content is managed with precision throughout its lifecycle. You will also play a critical part in the rollout of our DAM system, helping to define the taxonomy, processes, and user experience that support long-term scalability and compliance.</p><p>M<strong>Key Responsibilities:</strong></p><ul><li>Own and manage the weekly prioritization and forecasting of video approvals.</li><li>Coordinate and align video review schedules with executive calendars.</li><li>Lead 90-day re-review cycles for all video assets.</li><li>Manage prompt and thorough executive review approvals and follow-ups via email.</li><li>Maintain and track documentation associated with asset approvals.</li><li>Oversee Airtable-based video library to manage asset statuses, expirations, and approvals.</li><li>Facilitate legal reviews and ensure compliance for video content.</li><li>Serve as the primary contact for managing approved video assets, including uploading, delivery, and quality control.</li><li>Enrich each asset with detailed metadata such as job numbers, tags, usage rights, and supporting notes.</li><li>Ensure proper file naming conventions and categorizations for all downloaded assets.</li><li>Build and maintain a full understanding of the end-to-end asset lifecycle.</li><li>Help define user roles, access levels, metadata standards, and digital asset structures for the DAM system.</li><li>Partner with technical teams to transition from manual workflows to automated DAM processes.</li><li>Ensure a smooth change management experience between old and new systems.</li></ul><p><br></p>
<p>Position: IT Purchasing and Operations Coordinator</p><p>Location: Campbell, CA (On-site, Monday–Friday, 9:00 AM–6:00 PM)</p><p><br></p><p>We’re seeking an experienced IT Purchasing and Operations Coordinator to streamline our client's internal procurement and service coordination processes. The ideal candidate will possess deep familiarity with technical purchasing workflows, vendor engagement, and operational systems. You will interface directly with suppliers, clients, and technical teams to ensure accuracy, compliance, and timely fulfillment within the IT services framework.</p><p><br></p><p><u>Responsibilities:</u></p><ul><li>Execute end-to-end IT procurement: pricing, supplier coordination, PO issuance, and product delivery tracking.</li><li>Generate technical sales quotes and client invoices using standardized systems and data inputs.</li><li>Liaise with hardware/software vendors to identify optimal SKUs and configurations aligned to client specs.</li><li>Manage inbound service requests and help desk ticket triage within IT ticketing platforms.</li><li>Apply escalation logic and route incident or service tickets to correct internal support tiers.</li><li>Produce client-facing operational reports and service delivery metrics at weekly/monthly intervals.</li><li>Compile and submit billing data, payment authorizations, and vendor submissions for reconciliation.</li><li>Maintain accuracy in documentation workflows including approvals (e.g., DocuSign), purchase logs, and client records.</li><li>Support operations managers in refining internal procedures and implementing service improvement initiatives.</li><li>Provide technical onboarding and SOP training for new hires related to purchasing, ticketing, and service delivery tools.</li></ul><p><br></p><p><br></p>
<p>Livermore client is looking for an onsite temp to hire Customer Service Representatives</p><p><br></p><p>In this Customer Service role, you will be responsible for the following:</p><p><br></p><p>Daily interaction with other support departments, including Finance, Sales, Purchasing, Engineering and Product Management.</p><p><br></p><p>• Direct general customer service- for both end-users and distribution partners via lite phones, primarily email.</p><p>• Respond to Sales inquiries, expectations, and delivery management. Attend District Sales Mgr meetings and take notes</p><p>• Prepare quotes in Epicor and submit them directly to the customer or as directed by sales.</p><p>• Process customer Purchase Orders in Epicor upon receipt from customer (email or customer web portal) or when forwarded from sales. Attend daily meetings.</p><p>o Convert existing quotes in Epicor.</p><p>o Identify account based, or transaction based special instructions.</p><p>o Alert sales when customer need by dates or on the PO are not achievable prior to finalizing Sales Order.</p><p>o Audit Sales Order for accuracy – ship to address, need by dates, order price, customer part number, and quantity.</p><p>o Acknowledge directly to the customer that their purchase order has been processed and our commit/promise dates via email. If commit date is not yet available, confirm and update when it becomes available.</p><p>• Order Management- utilize Production Report, Epicor, and order status tools to:</p><p>o Monitor orders daily for on-time ship date or promised delivery. Raise any issues to the corresponding DSM.</p><p>o Communicate with DSM daily to understand priority and manage customer ship/need by dates.</p><p>• Return Management Duties.</p><p>o Create and send out return documents to customers as needed.</p><p>o Track returns through the complete process and ensure credit memos are sent to customers.</p><p>• Awareness and adherence to all documented sales operations processes.</p><p>• Open corrective action cases in Epicor on every opportunity for process improvement.</p><p>• Performs other related duties as assigned by management.</p><p><br></p><p>If you are interested in this customer service rep opportunity, submit your resume today! </p>
We are offering an exciting opportunity for a Tax Director/Manager - Corporate in Santa Clara, California. Our focus is on the corporate tax industry, where you will have the chance to utilize your skills and contribute to our team. The role encompasses a variety of tasks related to tax provision and compliance, with a strong reliance on your abilities in Adobe Acrobat, ATX Tax Software, CCH ProSystem Fx, CCH Sales Tax, and Compliance software. <br><br>Responsibilities:<br><br>• Accurately processing tax provisions<br>• Overseeing corporate tax operations for 5-7+ years<br>• Utilizing Adobe Acrobat, ATX Tax Software, CCH ProSystem Fx, and CCH Sales Tax in daily tasks<br>• Ensuring compliance with tax regulations using Compliance software<br>• Maintaining documentation for auditing purposes<br>• Balancing tasks between Big 4 Public / Private mix operations<br>• Implementing SAP in managing and organizing tax-related activities<br>• Performing various accounting functions to support the corporate tax department<br>• Managing the annual income tax provision process<br>• Addressing and resolving any tax-related issues as they arise
<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 dynamic Service Manager to oversee and optimize logistic and fulfillment operations in Napa, California. This role involves managing purchasing processes, coordinating with vendors, and ensuring the efficient use of resources to meet organizational goals. The ideal candidate will demonstrate strong leadership and organizational skills to maintain high-quality service and effective collaboration across teams.</p><p><br></p><p><strong>Responsibilities:</strong></p><p>• Manage and oversee procurement activities, ensuring alignment with organizational objectives and budgetary constraints.</p><p>• Develop and maintain vendor relationships to secure favorable terms and ensure timely delivery of goods and services.</p><p>• Implement and enforce procurement policies, procedures, and best practices to enhance efficiency.</p><p>• Monitor inventory levels and coordinate with relevant teams to ensure adequate stock availability.</p><p>• Analyze procurement data to identify cost-saving opportunities and improve operational performance.</p><p>• Lead, mentor, and train team members to develop skills and enhance productivity.</p><p>• Collaborate with cross-functional teams to streamline processes and support organizational initiatives.</p><p>• Ensure compliance with legal and regulatory requirements related to procurement activities.</p><p>• Utilize procurement software and tools to track, manage, and report on purchasing activities.</p><p>• Resolve any issues related to orders, invoices, or vendor performance in a timely manner.</p>
We are looking for a detail-oriented Staff Accountant to join our team in Walnut Creek, California. In this role, you will manage critical financial operations, including cash management, property accounting, and general ledger tasks. This position is ideal for individuals with strong organizational skills and a passion for delivering accurate financial reporting.<br><br>Responsibilities:<br>• Monitor and update cash flow for multiple properties, including recording deposits, inter-entity transfers, and accounts payable batch amounts.<br>• Liaise with banks to handle account transfers, resolve balance discrepancies, and set up new accounts.<br>• Establish new property accounts, record tenant charges, and manage rent payments in compliance with lease agreements.<br>• Generate monthly financial reports such as cash journals, reconciliation statements, aging reports, and lease expiration summaries.<br>• Issue rent increase notices, send delinquency letters, and follow up on overdue balances.<br>• Review and process invoices, reconcile check registers, and perform monthly close procedures.<br>• Prepare and record journal entries, track capital expenditures, and maintain depreciation schedules.<br>• Reconcile bank statements and general ledger accounts, ensuring accuracy and completeness.<br>• Compile and deliver monthly financial statements, including balance sheets, income statements, and trial balances.<br>• Assist with budgeting, forecasting, and preparing documentation for audits.
We are looking for an experienced and detail-oriented Bookkeeper to join our team on a contract basis. This position offers flexibility in hours and remote work opportunities but requires candidates to be local to San Jose, California. If you enjoy working in a small, collaborative environment and have a strong background in financial and administrative tasks, this role could be a great fit for you.<br><br>Responsibilities:<br>• Manage accounts payable and accounts receivable processes with accuracy and timeliness.<br>• Handle payroll activities, ensuring compliance with relevant regulations and deadlines.<br>• Maintain financial records and bookkeeping tasks to support the company’s operations.<br>• Assist the sales team with administrative duties, including vendor onboarding and management.<br>• Create and process purchase orders as part of sales support functions.<br>• Collaborate closely with vendors to ensure smooth transactions and relationships.<br>• Provide general administrative assistance to the team as needed.<br>• Support the sales team with day-to-day operational needs, ensuring efficiency and organization.
<p>Our professional services client in San Ramon is seeking an interim Sr. Accounting Manager for a 4+ month engagement. The primary responsibilities will be to guide a 3-person team through month-end close. Our Director of Accounting will also help finalize the audit and the corporate tax return. This role is 100% remote and expected to pay between $75-$80/hr. DOE and location. Some of the key functions of this coverage position include, but are not limited to:</p><p>• Facilitate month-end close transactions in Workday, including the review of various journal entries and account reconciliations</p><p>• Manage / oversee monthly customer invoicing process</p><p>• Review monthly and quarterly flux analyses</p><p>• Analyze revenue, expense trends, and investigate variances, partnering with FP& A</p><p>• Review revenue and expenses by cost center and line of business for completeness and accuracy</p><p>• Facilitate our fiscal year-end audit; coordinate with audit team to answer questions, provide documentation, and meet to discuss certain topics, partnering with internal personnel</p><p>• Prepare periodic sales tax, use tax and property tax filings</p><p>• Facilitate the preparation of our annual corporate tax return by partnering with our third-party tax firm and internal resources</p><p>• Provide support and guidance to accounting team (three direct reports)</p><p>• Review and approve supplier invoices for accuracy and compliance</p><p>• Review and approve weekly settlement runs for both employee expenses and supplier invoice payments</p><p>• Review monthly deferred revenue balance and review percentage of completion revenue recognition on fixed fee/milestone-based contracts</p><p>• Review revenue write-offs and analyze the need for revenue reserve entries</p><p>• Partner cross-functionally with Finance, Sales, Delivery, and Project Managers on various topics that have accounting implications (i.e., contract review, change orders, etc.).</p><p>• Must be confident in public speaking and a clear communicator</p><p>• Maintain corporate tax reporting matrix and keep up to date on required tax payments</p><p>• Continuously evaluate existing processes and identify opportunities for streamlining and automation to enhance efficiency and accuracy</p><p>• Implement improvements to optimize workflow and enhance the overall effectiveness of financial operations</p><p>• Ad hoc reporting and accounting support as needed</p>
We are looking for a detail-oriented and experienced Assistant Controller to join our team in Fairfield, California. This role involves managing financial operations, ensuring accuracy in reporting, and supporting the organization’s fiscal objectives. The ideal candidate will bring strong leadership skills and a deep understanding of accounting principles to oversee financial processes and drive operational efficiency.<br><br>Responsibilities:<br>• Prepare and deliver accurate and timely monthly financial statements and daily cash management reports.<br>• Oversee month-end closings, balance sheet reconciliations, and ensure the accuracy of financial data.<br>• Manage cash flow, including weekly payment selections, international wire transfers, and credit line maintenance.<br>• Generate and analyze monthly gross margin reports and customer profit and loss statements.<br>• Coordinate and support bank audits and year-end reviews to ensure compliance.<br>• Supervise the Accounting Manager while providing indirect oversight of Accounts Receivable and Accounts Payable functions.<br>• File quarterly sales and use tax reports in adherence to regulations.<br>• Maintain and enhance internal controls while following all applicable policies and procedures.<br>• Collaborate with the Controller to address financial issues and propose actionable recommendations.<br>• Assist with the annual budget process and perform additional tasks or reconciliations as needed.
<p><strong>Key Responsibilities</strong></p><p><strong>Financial Reporting & Compliance</strong></p><ul><li>Prepare and oversee timely and accurate financial statements (balance sheet, income statement, cash flow).</li><li>Ensure compliance with <strong>GAAP</strong>, <strong>IFRS</strong>, or other relevant standards.</li><li>Manage month-end and year-end close processes.</li><li>Coordinate external audits and liaise with auditors.</li></ul><p><strong>Accounting Operations</strong></p><ul><li>Supervise general ledger, accounts payable/receivable, payroll, and fixed assets.</li><li>Maintain internal control systems to safeguard company assets.</li><li>Develop and enforce accounting policies and procedures.</li></ul><p><strong>Budgeting & Forecasting</strong></p><ul><li>Lead annual budgeting and long-range financial planning processes.</li><li>Provide variance analysis and cost-saving recommendations.</li><li>Collaborate with department heads to align budgets with strategic goals.</li></ul><p><strong>Leadership & Team Management</strong></p><ul><li>Manage and mentor the accounting team (staff accountants, AP/AR clerks, etc.).</li><li>Hire, train, and evaluate finance staff.</li><li>Foster a culture of accountability and continuous improvement.</li></ul><p> <strong>Treasury & Cash Management</strong></p><ul><li>Monitor cash flow, liquidity, and banking relationships.</li><li>Oversee working capital management and optimize fund utilization.</li></ul><p><strong>Tax & Regulatory</strong></p><ul><li>Coordinate with tax advisors for filings and compliance (sales tax, income tax, etc.).</li><li>Stay informed of changing tax laws and regulations that affect the business.</li></ul><p><br></p>
<p>We are seeking a detail-oriented, high-volume Accounts Payable Accountant to join a well-respected organization in Marin County. In this role, you’ll be responsible for overseeing the full AP cycle, ensuring timely and accurate processing of invoices, maintaining strong vendor relationships, and supporting cross-functional collaboration. This is a great opportunity to join a mission-driven team, contribute to process improvements, and play a vital role in upholding the organization’s financial accuracy and integrity.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Manage the end-to-end accounts payable process, including vendor onboarding, invoice review, coding, and data entry.</li><li>Reconcile corporate credit card transactions, resolving disputes and investigating potential fraud.</li><li>Process employee reimbursements and manage credit card deactivations in a timely manner.</li><li>Allocate invoices and credit card charges across multiple subsidiaries accurately.</li><li>Execute intercompany expense allocations to ensure proper financial reporting.</li><li>Maintain strong vendor relationships and resolve payment discrepancies promptly and thoroughly.</li><li>Lead month-end and year-end AP close activities, including accruals, reconciliations, and journal entries.</li><li>Ensure compliance with tax regulations, internal controls, and vendor agreements; manage 1099 filings.</li><li>Support external audits by providing documentation and responding to auditor requests.</li><li>Assist with ad hoc accounting tasks and special projects to support financial operations.</li></ul><p><br></p>
