<p>We are looking for a dedicated Health & Safety Manager to lead and enhance our Environmental Health & Safety initiatives in Milpitas, California. This role requires a proactive leader who is committed to ensuring regulatory compliance and implementing effective safety policies and procedures across all facilities. The ideal candidate will bring their expertise in manufacturing operations and safety management to drive organizational success.</p><p><br></p><p>Responsibilities:</p><p>• Oversee the implementation of Environmental Health & Safety programs, ensuring adherence to federal, state, and local regulations.</p><p>• Develop and refine organizational policies and procedures to foster a safe and efficient work environment.</p><p>• Conduct regular audits and inspections to assess compliance with Occupational Safety and Health Administration (OSHA) standards.</p><p>• Lead initiatives to enhance safety culture and minimize risks across manufacturing operations.</p><p>• Collaborate with cross-functional teams to ensure environmental and safety goals align with overall business objectives.</p><p>• Manage and mentor staff to promote growth and operational excellence.</p><p>• Analyze operational processes and recommend improvements for efficiency and compliance.</p><p>• Stay updated on industry trends and regulatory changes to maintain best practices.</p><p>• Prepare detailed reports and documentation related to safety programs and compliance efforts.</p><p>• Respond to incidents promptly and implement corrective actions to prevent future occurrences</p>
<p>We are looking for an experienced Senior Product Manager to join our client's team in San Francisco, California. In this role, you will focus on driving growth and engagement initiatives for credit card products, leveraging your expertise in payments and credit card strategies. This is a Long-term Contract position offering the opportunity to work in a dynamic Agile environment and collaborate with cross-functional teams to deliver impactful results.</p><p><br></p><p>Responsibilities:</p><p>• Lead comprehensive product initiatives, including discovery, roadmap planning, launch execution, and iterative improvements.</p><p>• Analyze and identify growth opportunities for account acquisition and cardholder engagement.</p><p>• Collaborate with analytics teams to monitor key performance indicators, run experiments, and refine strategies for optimal outcomes.</p><p>• Develop and implement measures to enhance activation rates, spending patterns, autopay adoption, and delinquency prevention.</p><p>• Design customer-centric enhancements that align with revenue and retention objectives.</p><p>• Work closely with engineering, credit risk, design, marketing, legal, and operations teams to ensure seamless execution of product initiatives.</p><p>• Operate within Agile frameworks, managing tasks in two-week sprints using tools such as Jira and Confluence.</p><p>• Utilize Figma to create and refine product designs that meet user needs.</p>
We are looking for an experienced Sr. HR Business Operations Manager to join our team on a contract basis in Sausalito, California. In this role, you will take on a critical position that combines operational support, HR management, and administrative expertise. You will work closely with leadership and external partners to streamline processes, ensure compliance, and drive efficiency across multiple business functions.<br><br>Responsibilities:<br>• Provide comprehensive operational and administrative support to organizational leaders, fostering trust and efficiency in day-to-day activities.<br>• Develop, document, and maintain standard operating procedures for business operations, systems, and internal workflows.<br>• Create and standardize investor pitch decks and materials, while coordinating efforts for Series A fundraising.<br>• Collaborate with legal teams, investors, accountants, and tax professionals to ensure smooth business operations.<br>• Lead recruitment initiatives, including sourcing candidates and conducting initial interviews, as well as managing onboarding and offboarding processes.<br>• Administer and oversee tools such as Gusto, Workable, Mineral, Carta, QuickBooks Online, Microsoft, and DocuSign, ensuring optimal use.<br>• Ensure compliance with HR regulations, manage California benefits administration, and oversee equity-related processes including 1099s and 409A.<br>• Provide basic IT and systems support, and liaise with external developers and vendors as needed.<br>• Utilize AI and modern software solutions to enhance efficiency and improve documentation practices.
We are looking for an experienced HR Program Operations Manager to join our team in Menlo Park, California. This position is ideal for someone who is detail oriented, with a strong background in managing HR programs and systems while delivering exceptional operational support. As this is a long-term contract role, the ideal candidate will have the opportunity to drive impactful employee initiatives and partner closely with stakeholders to ensure seamless program execution.<br><br>Responsibilities:<br>• Oversee and manage multiple HR programs, ensuring timely delivery and alignment with organizational priorities.<br>• Serve as the system administrator for HR platforms, configuring templates, managing workflows, and ensuring accurate setup.<br>• Coordinate performance management cycles, including template assignment, communication planning, and tracking participation to ensure completion.<br>• Execute employee surveys such as engagement, exit, onboarding, and candidate surveys, handling backend setup, distribution, and reporting.<br>• Prepare and analyze survey data, providing insights and trends to stakeholders through detailed reporting.<br>• Partner with organizational leaders to support operations, programming, and initiatives, including budgeting, event coordination, and timeline management.<br>• Collaborate with IT and core systems teams to ensure system integrations, data quality, and functionality for HR program cycles.<br>• Draft and manage communications for HR programs, including launch announcements and reminders.<br>• Provide detailed program support by pulling reports, tracking outcomes, and surfacing insights.<br>• Maintain a high level of accuracy and consistency across program operations and HR systems.
We are looking for a Cost Accounting Manager to oversee and refine the costing processes for our co-manufactured products. In this role, you will play a key part in ensuring accurate cost analysis, driving operational efficiency, and supporting strategic decision-making. This position offers an exciting opportunity to contribute to the financial success of a dynamic, fast-paced organization.<br><br>Responsibilities:<br>• Develop and manage standard costing methodologies for all co-manufactured products.<br>• Conduct detailed variance analysis and provide insights into product-level margins.<br>• Review and audit co-manufacturer invoices to ensure compliance with contractual agreements and cost accuracy.<br>• Provide costing inputs for budgeting, forecasting, and financial scenario modeling.<br>• Collaborate with Procurement, Operations, FP& A, and Sales Operations teams to optimize cost strategies.<br>• Lead the month-end costing close process, including inventory reconciliations and reporting.<br>• Ensure the integrity of costing data and identify opportunities for process improvements.<br>• Analyze cost structures and provide recommendations to enhance operational and financial outcomes.<br>• Support strategic pricing and margin optimization efforts through detailed cost analysis.<br>• Partner with external co-manufacturers to streamline costing processes and maintain accuracy.
<p><strong>Project Manager (Administrative/Operations)</strong></p><p><strong>Description:</strong></p><p>Plan, execute, and oversee office projects, ensuring goals are met and teams are well-coordinated.</p><p><strong>Responsibilities:</strong></p><ul><li>Plan and oversee administrative projects</li><li>Track progress and ensure deadlines are met</li><li>Coordinate team members and resources</li><li>Prepare project reports and documentation</li><li>Identify and resolve project issues</li></ul>
<p>We are looking for a dedicated Assistant Food and Beverage Manager to join our team in Berkeley, California. This is a Contract position within the hospitality industry, where you will play a key role in overseeing office operations and ensuring seamless coordination within the property. The ideal candidate will bring a blend of administrative expertise and hospitality management experience to support the team and deliver exceptional service.</p><p><br></p><p>Responsibilities:</p><p>• Oversee daily office operations to ensure efficiency and compliance with company standards.</p><p>• Manage and coordinate food and beverage operations to maintain high-quality service.</p><p>• Lead and supervise the team, fostering a positive and productive work environment.</p><p>• Collaborate with union representatives and navigate union-specific requirements effectively.</p><p>• Develop and implement schedules, ensuring proper coverage for morning, swing, and weekend shifts.</p><p>• Handle administrative tasks, including hotel reservations and operational planning.</p><p>• Ensure all associates comply with parking registration requirements and related logistics.</p><p>• Monitor and maintain office supplies, equipment, and facilities.</p><p>• Assist in resolving operational challenges and improving processes to enhance overall productivity.</p><p>• Communicate with management and staff to ensure alignment with organizational goals.</p>
<p>Job Summary</p><p>Permanent Hire Opportunity</p><p>This position supports customer service, dispatch, and inside sales departments. It manages personnel and serves as the main contact for high-volume retail partners, specialized distributors, and contractors regarding inquiries, issues, order processing, and delivery scheduling. The ideal candidate ensures high-volume retail inventory remains in-stock, handles complex logistics, and resolves order discrepancies efficiently. This role is responsible for supporting and demonstrating core values such as integrity, safety, respect, customer focus, quality, innovation, and financial success.</p><ul><li><strong>Sales Partner Management</strong>: Manage the end-to-end order process for large, high-volume customers, utilizing electronic data interchange systems, vendor portals, and direct communication to ensure seamless order processing and compliance with customer requirements.</li><li>Oversee the entry, tracking, and fulfillment of high-volume orders. Coordinate with production and logistics teams to prioritize production and manage shipping schedules to meet scheduled delivery dates.</li><li>Proactively monitor inventory levels and work with sales/production teams to avoid stockouts at customer locations and job sites. Communicate potential delays or shortages immediately to customers, peers, and senior management.</li><li>Review and manage delivery notes to reflect loading changes and inventory shortages.</li><li>Manage, research, and resolve inquiries or complaints on products, orders, invoicing, and pricing.</li><li>Work with sales teams to coordinate customer requests and provide superior customer service.</li><li>Maintain customer complaints and regularly log information into customer relationship management systems.</li><li>Responsible for accurate setup and processing of customer rebates and royalties on a monthly, quarterly, and annual basis.</li><li>Assist with preparing pricing materials and managing location pricing structure with sales teams.</li><li>Prepare and enter yearly and off-cycle pricing increases into enterprise systems.</li><li>Maintain positive, long-term relationships with buyers and branch managers.</li><li>Assist in managing all processes including sales orders and change-orders received from customers, inside sales coordinators, and sales representatives.</li><li>Assist in setting up sales orders, terms, payers, and preliminary lien data in enterprise systems for initial orders.</li><li>Hire, train, and mentor a team of customer service representatives to handle high-volume inquiries, order entry, and customer complaints.</li><li>Set expectations, coach, train, instruct, discipline, hold accountable, and offer guidance to all direct reports.</li><li>Manage customer service, dispatch, and inside sales personnel across multiple locations.</li><li>Analyze, record, and assess customer service metrics (e.g., on-time in-full rates, order accuracy). Prepare weekly and monthly reports on performance to identify areas for improvement.</li><li>Conduct performance reviews for direct reports and advise on year-end performance reviews for all personnel via human resources information systems.</li><li>Monitor and approve employee actions in human resources systems in a timely manner.</li><li>Responsible for running time data audit reports of recorded time and errors, and track attendance via payroll systems.</li><li>Complete monthly audit packages for customer service.</li></ul>
<p>We are looking for a detail-oriented Accounting Manager consultant to join a manufacturing company in Fremont, California. This long-term contract position requires a hands-on individual with expertise in construction accounting to oversee financial operations, ensure compliance, and provide guidance to internal staff. The role will involve maintaining accurate financial records while supporting organizational goals and fostering operational stability.</p><p><br></p><p>This role will begin as a full-time, onsite engagement to establish structure and reliability within the accounting function, with the opportunity to evolve into a longer-term fractional advisory role once systems and processes are stabilized.</p><p><br></p><p>•Key Objectives</p><p>Operational Stabilization</p><ul><li>Ensure seamless payroll processing, including union and certified payroll</li><li>Strengthen oversight of day-to-day accounting activities</li><li>Improve month-end close timelines and reporting accuracy</li><li>Provide direct supervision and guidance to accounting support staff</li><li>Perform balance sheet reconciliation and account cleanup</li><li>Support year-end close and CPA review process</li><li>Prepare accurate financial statements and supporting schedules</li><li>Assist with audit preparation (union, workers’ comp, and general liability)</li><li>Manage AIA progress billings and large project invoicing</li><li>Oversee job costing and monthly WIP reporting</li><li>Prepare lien releases and support general contractor prequalification packages</li><li>Ensure compliance with union agreements and certified payroll requirements</li><li>Document and standardize accounting workflows</li><li>Train internal team members on construction accounting fundamentals</li><li>Provide guidance on system utilization and reporting best practices</li><li>Weekly payroll processing (union and certified payroll)</li><li>Union reporting and audit preparation</li><li>A/R management, including project-based billings</li><li>Monthly WIP reporting and job cost analysis</li><li>Bank reconciliations and general ledger balancing</li><li>Cash flow forecasting as needed</li><li>Preparation of monthly and year-end financial statements</li><li>Workers’ compensation and GL audit coordination</li><li>Weekly reporting updates to leadership outlining A/R, A/P, payroll, and risk items</li><li>Ongoing coaching and oversight of accounting support staff</li><li>Compliance monitoring across payroll, union, and construction-specific requirements</li></ul>
<p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE DETAILS</strong></p><p><br></p><p><strong>PROPERTY ACCOUNTING MANAGER</strong></p><p>Responsibilities:</p><p>-Oversee the financial close process for all entities including review and reconciliation of property intercompany eliminations and reporting financial results to management.</p><p>-Work closely with the external auditors and Accounting Leadership to ensure thorough and accurate audits.</p><p>-Serve as the primary liaison between our internal accounting team and external (outsourced) accounting partners.</p><p>-Manage and produce monthly financials for timely and accurate reporting</p><p>-Manage daily operations of the property accounting function, ensuring accurate and timely financial reporting for assigned properties</p><p>-Responsible for reviewing work of staff including, but not limited to monthly account reconciliations, tax returns, and financial statements</p><p>-Present financial information and appropriately research and answer accounting questions to management</p><p>-Review audit schedules and work papers prepared by staff accountant</p><p>-Review or prepare footnotes to the financial statements</p><p>-Assist with the review of the audit reports to ensure audit adjustments are recorded properly and analysis/documentation is completed</p><p>-Collaborate with internal stakeholders to develop and implement process improvements to enhance efficiency and accuracy in property accounting operations</p><p><br></p>
<p>We are looking for an experienced Treasury Manager to assist our client in San Francisco. This position is ideal for someone with a strong background in corporate treasury and financial operations and will play a vital role in managing cash flow, optimizing financial procedures, and ensuring compliance with investment policies. This is a long-term contract opportunity.</p><p><br></p><p>Responsibilities:</p><p>• Manage daily cash operations, including cash positioning, forecasting, and intercompany transactions.</p><p>• Develop and distribute treasury-based cash forecast models to improve financial planning.</p><p>• Collaborate with engineering and product teams to support projects such as new payment methods, currency launches, and local payment integrations.</p><p>• Oversee banking relationships and payment service provider systems, ensuring secure access management.</p><p>• Evaluate fees and costs across service providers, identifying opportunities for optimization.</p><p>• Implement risk management strategies, including foreign exchange hedging.</p><p>• Monitor the investment portfolio to ensure compliance with established policies and provide necessary support to stakeholders.</p><p>• Work closely with internal audit teams to document and execute controls over treasury processes, ensuring organizational compliance.</p><p>• Recommend and implement improvements to treasury procedures, including the development of standard operating procedures.</p><p>• Lead and oversee implementation projects related to treasury operations.</p>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Associate Advisor | Thriving Wealth Management Firm | Danville| Hybrid </strong></p><p> </p><p>This firm manages hundreds of millions in AUM and partners with <strong>high-net-worth clients to deliver strategies </strong>that truly make an impact.</p><p><br></p><p>In this role you will support Senior Advisors in all aspects of financial planning and wealth management. This role requires a proficient knowledge of financial planning principles, a history of client relationship management, and a capacity to multitask in a busy environment. To fit in this role,<strong> we are looking for someone who can demonstrate critical thinking, problem-solving, and decision-making abilities. </strong></p><p><br></p><p>The firm actively supports your professional development with FINRA sponsorships and CFP study programs, while also <strong>offering mentorship, a collaborative culture</strong>, and a strong commitment to<strong> work-life balance</strong>.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Act as a high-level project manager and strategic partner</li><li>Join client meetings, take notes, and follow up on action items.</li><li>Manage client communication and provide high-level support.</li><li>Help onboard new clients and strengthen relationships</li><li>Engage directly with clients — no investment recommendations at first, but you’ll be a trusted contact.</li><li>Manage the CRM and track client interactions.</li><li>Communicate with custodians, Broker-Dealers, and partners.</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>You are a product marketing professional who excels at turning insights into measurable consumer impact. You’re comfortable navigating the full product marketing lifecycle—starting with research and positioning, through to storytelling, launch execution, and ongoing optimization. You thrive in collaborative, cross-functional environments, working closely with product and marketing teams to bring consumer offerings to market. Your focus is on delivering value and fostering long-term consumer engagement, skillfully blending strategic thinking with hands-on execution.</p><p> </p><p><strong>About This Role</strong></p><p>The Consumer Product Marketing Manager sits within our Consumer Business Unit and is responsible for supporting growth and engagement across a range of consumer-facing experiences. Grounded in strong product marketing fundamentals, this role emphasizes positioning, go-to-market strategy, and execution for consumer learning offerings—including subscription-based and AI-powered products. You’ll help shape how consumers discover these experiences, understand their value, and remain engaged via guided career development and clear skill outcomes.</p><p> </p><p>You’ll also play a key part in launching and expanding consumer partnerships, collaborating across the organization to bring new partner-driven experiences to market that expand reach, bolster credibility, and contribute to overall consumer growth.</p><p> </p><p> <strong>What You’ll Do</strong></p><ul><li> Develop clear positioning, messaging, and value propositions that connect learning experiences to tangible skill and career outcomes.</li><li> Plan, execute, and coordinate go-to-market strategies for priority consumer initiatives, driving launches, adoption, and engagement for AI-driven features.</li><li> Collaborate with cross-functional partners to define and deliver go-to-market plans, including audience targeting, messaging narrative, channel strategy, and launch milestones.</li><li> Support the launch and scale-up of consumer partnerships that broaden reach and enhance market credibility.</li><li> Turn consumer research, competitive insights, and product analytics into actionable marketing strategies and provide roadmapping feedback.</li><li> Create and manage core messaging frameworks and high-impact assets to support launches and ongoing product adoption.</li><li> Work closely with owned and paid channel teams to consistently translate product positioning into impactful multi-channel messaging and creative.</li></ul>
<p>We are seeking a highly motivated and detail-oriented <strong>Accounting Manager</strong> to join our growing team. This stand-alone position is ideal for an experienced accounting professional who thrives in a dynamic startup environment and is eager to own the accounting function. The Accounting Manager will work closely with the CFO and play a critical role in establishing and managing the company’s financial processes, ensuring accurate reporting and compliance, and driving operational efficiency.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li><strong>Accounting Operations:</strong></li><li>Manage and oversee all aspects of daily accounting operations, including accounts payable (AP), accounts receivable (AR), general ledger (GL), fixed assets, and payroll.</li><li>Maintain accurate and up-to-date financial records.</li><li>Ensure timely month-end and year-end close processes.</li><li><strong>Financial Reporting:</strong></li><li>Prepare monthly, quarterly, and annual financial statements in accordance with GAAP to present to the CFO and other stakeholders.</li><li>Generate management reports, dashboards, and key performance indicator (KPI) summaries for leadership review.</li><li><strong>Compliance and Audit:</strong></li><li>Ensure compliance with all applicable local, state, and federal tax regulations.</li><li>Coordinate audits and create audit-ready documentation.</li><li>Manage tax filings in partnership with external consultants as needed.</li><li><strong>Budgeting and Forecasting:</strong></li><li>Work with the CFO to develop and manage budgets, forecasts, and strategic financial plans.</li><li>Monitor variances and propose corrective actions to achieve financial targets.</li><li><strong>Process Improvements:</strong></li><li>Identify gaps in current systems and processes; design and implement accounting and reporting improvements to optimize efficiency.</li><li>Ensure effective use of ERP and financial software platforms.</li><li><strong>Cross-functional Collaboration:</strong></li><li>Partner with business and operations teams to ensure accurate cost accounting and inventory tracking.</li><li>Support teams with financial data and help develop decision-making frameworks.</li></ul>
<p>We are looking for an experienced Billing Supervisor/Manager to oversee the daily operations of student billing and account management at our institution in San Francisco, California. This role is pivotal in ensuring the accurate and timely processing of tuition, fees, and other charges, while maintaining detailed financial records and delivering excellent customer service to students and their families. The ideal candidate will also contribute to compliance with institutional policies and collaborate with various departments to guarantee the accuracy of financial accounts. <strong>For immediate consideration, please contact Tra Nguyen directly via Linked-In.</strong></p><p><br></p><p>Responsibilities:</p><p>• Generate and distribute tuition and fee statements each term.</p><p>• Record charges, adjustments, payments, and credits to student accounts.</p><p>• Administer and monitor student payment plans for compliance.</p><p>• Process refunds in accordance with Title IV and institutional regulations.</p><p>• Respond to billing and payment inquiries from students and families.</p><p>• Send payment reminders and assist with follow-up on past-due accounts.</p><p>• Collaborate with Financial Aid and Registrar offices to ensure account accuracy.</p><p>• Assist with reconciling student accounts to the general ledger and financial aid records.</p><p>• Maintain current knowledge of student billing policies and procedures.</p><p>• Prepare regular reports on account balances, aging, and payment plans.</p><p>• Perform other related duties as assigned.</p>
We are looking for a Senior Cost Accountant to join our team in Pleasanton, California. In this role, you will be responsible for overseeing standard costing systems, analyzing production variances, and providing actionable financial insights to enhance profitability and operational efficiency. You will collaborate closely with plant leadership and cross-functional teams to ensure accurate cost data, inventory management, and compliance with industry regulations.<br><br>Responsibilities:<br>• Analyze and report on production costs, including raw materials, labor, and overhead, to support financial decision-making.<br>• Prepare monthly cost reports and provide insights to plant leadership and finance teams.<br>• Investigate variances between standard and actual costs, offering detailed explanations and recommendations.<br>• Monitor and reconcile inventory balances, ensuring accurate valuation in line with accounting standards.<br>• Maintain and update Bills of Materials (BOMs) in partnership with production teams.<br>• Assist in creating annual budgets and rolling forecasts for manufacturing costs.<br>• Contribute to cost projections for new product launches and trials to support strategic planning.<br>• Identify opportunities for cost-saving and efficiency improvements within production processes.<br>• Ensure compliance with internal controls, industry standards, and company policies.<br>• Support audits related to manufacturing costs and assist in maintaining accurate financial records.
<p>We are looking for an experienced Human Resources (HR) Manager to join our team in the Bay Area, California. In this role, you will lead HR operations, ensuring compliance, effective employee relations, and streamlined HR processes. This position requires a proactive individual with strong attention to detail, leadership skills, and a solid understanding of labor laws and HR systems.</p><p><br></p><p>Responsibilities:</p><p>• Develop, implement, and enforce HR policies to ensure consistency across various business functions, including operations, administration, and logistics.</p><p>• Interpret employment laws and regulations to ensure compliance and mitigate organizational risks.</p><p>• Collaborate with leadership to review workforce structures, labor efficiency, and cost allocation across multiple locations.</p><p>• Design and manage a performance management framework that supports fair compensation and promotion decisions.</p><p>• Analyze workforce trends and productivity metrics to guide strategic workforce planning.</p><p>• Administer payroll processes, including audits, reconciliations, and compliance with tax and wage regulations.</p><p>• Optimize HR systems for reporting, benefits administration, and compliance tracking while maintaining data confidentiality.</p><p>• Coordinate logistics for international employees, such as housing and transportation, in partnership with external vendors.</p><p>• Negotiate and manage contracts with third-party service providers to ensure cost-effective and quality services.</p><p>• Monitor vendor performance and maintain strong relationships with external partners to support operational continuity.</p>
<p>We are looking for an experienced Accounting Manager to join our team in Walnut Creek, California. This role is ideal for someone with a keen attention to detail and a strong background in financial operations and leadership. You will oversee key accounting functions, ensure compliance with financial regulations, and contribute to the accuracy and integrity of financial reporting.</p><p><br></p><p>Responsibilities:</p><ul><li>Lead daily accounting operations across A/R, A/P, GL, and payroll; manage and mentor two accountants.</li><li>Oversee month-end and year-end close, ensuring timely, accurate, GAAP-compliant reporting.</li><li>Prepare and review journal entries, reconciliations, and financial analyses.</li><li>Support budgeting, forecasting, and cash flow management with leadership.</li><li>Maintain strong internal controls and coordinate audits and tax filings with external partners.</li><li>Collaborate with outsourced accounting firms to ensure accuracy and seamless communication.</li><li>Improve systems, workflows, and reporting through automation and scalable, efficient processes.</li></ul>
We are looking for an experienced Finance Manager to join our dynamic team in San Francisco, California. In this long-term contract position, you will play a critical role in corporate financial planning and analysis, working closely with business leaders to deliver actionable insights that drive strategic decisions. This is an excellent opportunity for an experienced financial expert with strong analytical skills and experience in SaaS or tech-based modeling.<br><br>Responsibilities:<br>• Consolidate and manage departmental forecasts across various functions, ensuring accuracy and alignment for senior leadership review.<br>• Develop and maintain advanced financial models to support scenario planning for product launches, pricing strategies, revenue growth, and scalability.<br>• Analyze subscription-based revenue trends, bookings, pipeline data, and consumption metrics to enhance forecasting precision.<br>• Provide actionable financial insights that optimize resource allocation and strengthen overall financial performance.<br>• Create detailed executive-level financial reports and dashboards to support strategic decision-making.<br>• Collaborate with cross-functional teams, including Product, Engineering, Sales, and Marketing, to ensure data consistency and alignment.<br>• Reconcile and manage large datasets to produce accurate financial reporting and analysis.<br>• Participate in month-end close activities, ensuring timely and accurate financial reporting.<br>• Support senior leadership with data-driven recommendations that enhance organizational strategy.<br>• Continuously refine forecasting processes and models to improve accuracy and efficiency.
<p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE INFORMATION</strong></p><p><br></p><p>Stable and well-established company is seeking an Accounting Manager to join their team. This position will manage and oversee accounting operations including AP, AR, Payroll, GL, Month-end Close. </p><p>Responsibilities:</p><p>• Oversee general ledger entries and ensure accuracy</p><p>• Manage the month-end closing process, ensuring timely completion</p><p>• Prepare and analyze financial statements</p><p>• Supervise and review accounts payable, accounts receivable, and payroll functions </p><p>• Conduct budget analyses to support financial decision-making</p><p>• Maintain and manage our Accounting Software Systems</p><p>• Ensure all accounting functions adhere to established standards and regulations</p><p>• Oversee the auditing process to ensure compliance and accuracy</p><p><br></p>
We are looking for an organized and adaptable Office Manager to join our team in Alameda, California. This is a contract position ideal for a motivated individual who thrives in a dynamic environment and can manage a variety of administrative tasks with precision. The role involves supporting day-to-day office operations and requires excellent communication and multitasking skills.<br><br>Responsibilities:<br>• Oversee daily office operations to ensure smooth workflow and efficiency.<br>• Manage vendor relationships, including coordinating purchases and processing invoices.<br>• Organize and schedule corporate meetings and events, ensuring all logistics are handled effectively.<br>• Welcome and assist visitors, while managing deliveries and distributing mail.<br>• Operate and maintain security systems to ensure a safe office environment.<br>• Coordinate conference room bookings and prepare spaces for meetings.<br>• Handle receptionist duties, including routing incoming calls and addressing inquiries.<br>• Order and maintain office supplies to ensure the team has necessary resources.<br>• Provide program support to executives and team members as needed.
<p>Colleen McAuliffe from Robert Half is seeking a SEC Manager who can own the filings process. The role is hybrid with 4 days onsite, 1 day remote. </p><p><br></p><p>Client will only consider candidates local to the San Francisco / Silicon Valley area. </p><p><br></p><p>Coordinate and support the preparation of periodic filings with regulatory authorities, including quarterly and annual reports, current event filings, ownership forms, and proxy-related documentation.</p><p><br></p><p>Draft and review financial statement disclosures, including footnotes and MD& A content, ensuring accuracy, completeness, and alignment with reporting standards.</p><p><br></p><p>Manage detailed financial statement tie-outs, disclosure checklists, and supporting documentation to ensure consistency across internal and external reports.</p><p><br></p><p>Oversee structured data tagging requirements associated with public filings and validate the completeness and accuracy of digital reporting elements.</p><p><br></p><p>Contribute to the evaluation and documentation of complex or non-routine accounting matters.</p><p><br></p><p>Prepare and review lease accounting schedules and related entries, including coordination across domestic and international operations.</p><p><br></p><p>Support quarterly representation processes and internal certification procedures.</p><p><br></p><p>Assist in compiling materials for executive leadership and board-level reporting, including audit committee presentations.</p><p><br></p><p>Partner with internal and external auditors by preparing schedules, analyses, and requested documentation.</p><p><br></p><p>Perform account reconciliations and review selected transactional processes as part of ongoing financial close responsibilities.</p><p><br></p><p>Maintain supporting logs and documentation related to contractual reporting requirements.</p><p><br></p><p>Participate in special projects, process improvements, and other analytical initiatives as needed.</p><p><br></p><p>Collaborate with team members to reinforce compliance with internal policies, external regulations, and reporting best practices.</p>
<p>Jennifer Fukumae with Robert Half's Financial Services division is partnering with a wealth management firm dedicated to helping high-net-worth individuals, families, and businesses gain clarity on their financial future. Their approach goes beyond traditional financial advice, empowering clients to elevate their financial strategy and achieve meaningful growth. With a focus on personalized service and strategic planning, we guide our clients toward their long-term financial goals. Managing $600M in assets, we work with clients whose average portfolio size is $1.5M.</p><p> </p><p><strong>Responsibilities</strong>:</p><ul><li>Act as a high-level project manager and strategic partner </li><li>Join client meetings, take notes, and follow up on action items.</li><li>Manage client communication and provide high-level support.</li><li>Help onboard new clients and strengthen relationships</li><li>Engage directly with clients — no investment recommendations at first, but you’ll be a trusted contact.</li></ul><p><strong>Operations/Client Service</strong></p><ul><li>Manage the CRM and track client interactions.</li><li>Communicate with custodians, Broker-Dealers, and partners.</li><li>Handle client paperwork — from opening accounts to transfers and updates.</li><li>Provide clear, consistent client communication.</li><li>Prepare meeting agendas and client presentations.</li></ul><p><strong>Financial Planning and Investment Process</strong></p><ul><li>Collect and review financial documents (insurance, expenses, earnings) for accuracy.</li><li>Prepare notes and track action items from client meetings.</li><li>Identify and improve financial planning workflows.</li><li>Assist with insurance proposals (life, disability, long-term care).</li></ul><p><strong> </strong></p>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Associate Advisor | Thriving Wealth Management Firm | San Ramon | Hybrid </strong></p><p> </p><p>This firm manages hundreds of millions in AUM and partners with <strong>high-net-worth clients to deliver strategies </strong>that truly make an impact.</p><p><br></p><p>In this role you will support Senior Advisors in all aspects of financial planning and wealth management. This role requires a proficient knowledge of financial planning principles, a history of client relationship management, and a capacity to multitask in a busy environment. To fit in this role,<strong> we are looking for someone who can demonstrate critical thinking, problem-solving, and decision-making abilities. </strong></p><p><br></p><p>The firm actively supports your professional development with FINRA sponsorships and CFP study programs, while also <strong>offering mentorship, a collaborative culture</strong>, and a strong commitment to<strong> work-life balance</strong>.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Act as a high-level project manager and strategic partner</li><li>Join client meetings, take notes, and follow up on action items.</li><li>Manage client communication and provide high-level support.</li><li>Help onboard new clients and strengthen relationships</li><li>Engage directly with clients — no investment recommendations at first, but you’ll be a trusted contact.</li><li>Manage the CRM and track client interactions.</li><li>Communicate with custodians, Broker-Dealers, and partners.</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Reach out to <strong><u>Michelle Espejo via email or LinkedIn</u></strong> for additional information or questions.</p><p> </p><p><strong>Client Service Associate or Senior CSA | Boutique Wealth Management Firm| Mill Valley| Hybrid | $80-150k base (DOE) + Bonus</strong></p><p> </p><p>Our client is a <strong>boutique wealth management firm</strong> known for <strong>white-glove service</strong> and trusted guidance to <strong>ultra-high-net-worth families and private foundations</strong>. The team is collaborative, detail-driven, and focused on delivering an exceptional client experience.</p><p> </p><p>This role is ideal for someone who enjoys being deeply involved in client service and operations while supporting a <strong>high-caliber client base</strong>. You’ll work closely with advisors and internal partners in an<strong> environment that values quality, accountability, and balance.</strong></p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Act as a primary contact for client service requests</li><li>Manage account onboarding, money movement, and account maintenance</li><li>Coordinate client meetings, materials, and follow-ups</li><li>Maintain accurate client records, CRM updates, and documentation</li><li>Work with custodians to process paperwork and resolve issues</li><li>Monitor daily transactions and workflows for accuracy</li><li>Support compliance processes and record retention</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
