We are looking for a skilled Accountant to join our team on a contract basis in Stockton, California. The ideal candidate will bring expertise in managing financial processes, including journal entries, bank reconciliations, and preparing financial statements. This position offers an opportunity to contribute to the accurate and efficient handling of accounting tasks while ensuring compliance with financial standards.<br><br>Responsibilities:<br>• Prepare and post accurate journal entries to maintain the integrity of financial records.<br>• Perform timely bank reconciliations to ensure alignment between bank statements and company accounts.<br>• Manage accounts payable and accounts receivable processes to facilitate smooth financial operations.<br>• Generate and analyze financial statements to provide insights into company performance.<br>• Maintain the general ledger, ensuring all transactions are properly recorded.<br>• Assist in accrual accounting procedures to align expenses and revenues with the correct accounting periods.<br>• Collaborate with team members to troubleshoot and resolve discrepancies in financial records.<br>• Support audits by providing necessary documentation and explanations.<br>• Ensure compliance with accounting standards and regulations in all financial activities.
Key Responsibilities:<br>• Maintain accurate accounting records for multiple entities with different year-ends.<br>• Manage financials for both government contracts (milestone-based billing, compliance-driven) and commercial operations (manufacturing cost accounting).<br>• Prepare intercompany reconciliations and consolidated financial reporting.<br>• Support implementation of Epicor ERP upgrade and help migrate accounting processes from QuickBooks to Epicor for government and commercial divisions.<br>• Develop and maintain customized financial and forecasting reports to support leadership decision-making.<br>• Monitor milestone-based payments and ensure accurate job costing.<br>• Collaborate with management to identify inefficiencies and implement creative accounting solutions.<br>• Ensure compliance with applicable accounting standards, DCAA (if applicable), and tax reporting requirements.<br>• Support audits, tax filings, and government reporting.<br>________________________________________<br>Qualifications:<br>• Proven bookkeeping/accounting experience with multi-entity organizations (S-Corp, C-Corp, LLCs).<br>• Experience with ERP systems (Epicor preferred) and/or prior ERP implementation.<br>• Proficiency in QuickBooks and transition experience to larger ERP systems.<br>• Strong knowledge of manufacturing cost accounting (job costing, overhead allocation, WIP tracking).<br>• Understanding of government contract accounting requirements (FAR/DCAA compliance a plus).<br>• Excellent problem-solving and investigative skills — ability to design and build custom reporting tools (Excel, BI tools, or ERP reports).<br>• Strong forecasting and budgeting experience.<br>• Ability to adapt to a fast-paced, growing environment with multiple stakeholders.<br>________________________________________<br>Preferred Traits:<br>• Creative thinker with a “solutions first” mindset.<br>• Comfortable working across both high-compliance government contracts and dynamic commercial manufacturing.<br>• Strong communicator who can work cross-functionally with leadership, production, and compliance teams.<br>• Detail-oriented but capable of big-picture financial analysis.<br>________________________________________
<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>We are looking for a skilled Commercial Litigation Attorney to join our team in San Jose, California. The ideal candidate will have 5+ years of experience handling complex commercial litigation cases and possess a strong ability to navigate all phases of the litigation process. This role requires excellent communication skills, attention to detail, and the ability to work closely with clients and colleagues in a dynamic environment.</p><p><br></p><p>Responsibilities:</p><p>• Conduct in-depth legal research and analysis to support commercial litigation cases.</p><p>• Draft high-quality pleadings, motions, and briefs with precision and clarity.</p><p>• Represent clients in court proceedings, including motions, depositions, mediations, and arbitrations.</p><p>• Collaborate with partners and other team members to develop case strategies and plans.</p><p>• Manage a diverse caseload effectively while maintaining attention to deadlines and priorities.</p><p>• Communicate professionally with clients, opposing counsel, judges, and mediators to ensure effective case management.</p><p>• Take a leading role in fact investigations and discovery processes, including drafting requests and responses.</p><p>• Participate in settlement negotiations and mediation sessions to achieve favorable outcomes for clients.</p><p>• Stay up-to-date on relevant legal developments and apply them to case strategies.</p>
<p>We are looking for an experienced Accounts Receivable Specialist to join our team on a contract basis in Modesto, California. This position is ideal for professionals with a strong background in AR and collections, who are ready to contribute their expertise to ensure accurate financial processes and efficient collections. If you have a keen eye for detail and enjoy maintaining organized financial records, this role is for you.</p><p><br></p><p>Responsibilities:</p><p>• Manage incoming mail by sorting and distributing it according to established departmental protocols.</p><p>• Print, distribute, and scan invoices to ensure timely delivery and accurate record-keeping.</p><p>• Apply payments to customer accounts, ensuring accuracy and resolving any discrepancies promptly.</p><p>• Process checks by logging payment details and verifying alignment with account information.</p><p>• Monitor and apply credit transactions to appropriate accounts while addressing any inconsistencies.</p><p>• Conduct follow-ups on overdue accounts to facilitate collections and maintain positive client relationships.</p><p>• Provide general support to the accounts receivable and collections team during busy periods or departmental changes.</p><p>• Assist with ad hoc tasks and special projects as needed to support team operations.</p><p><br></p><p>For immediate consideration, contact Robert Half at 209-232-1991. </p>
<p>We are seeking a Legal Assistant to join our team based in Campbell, California. In this role, you will be using your extensive legal knowledge to perform a variety of tasks, including the management of legal documents, client communication, and the use of case management software. This role operates within the legal industry and provides an exciting opportunity to be part of a dynamic workplace. </p><p><br></p><p>Responsibilities:</p><p>• Utilize various legal software to manage client information and legal procedures.</p><p>• Manage the e-Filing of documents in state and federal courts.</p><p>• Maintain a clear understanding and application of civil procedures and litigation.</p><p>• Prepare legal documents, pleadings, and discovery.</p><p>• Use Case Management Software (CMS) and Clio to track deadlines and manage tasks.</p><p>• Maintain high attention to detail when dealing with client relations and claim administration.</p><p>• Exhibit effective communication skills in liaising with clients and team members.</p><p>• Handle billing functions and calendar management efficiently.</p><p>• Foster a positive environment through good interpersonal skills.</p>
<p>This role is 100% onsite in Mountain View </p><p><br></p><p>We are in search of a Payroll Supervisor/Manager/Director to join our team located in Mountain View, California. In this role, you will be tasked with overseeing a high volume, multi-state payroll environment utilizing UKG. This position is within a rapidly developing company and will involve managing a team of four, dealing with a large non-exempt employee population.</p><p><br></p><p>Responsibilities:</p><p>• Oversee and manage a team of 4 in the payroll department</p><p>• Handle a high volume, multi-state payroll environment using ADP Workforce Now</p><p>• Manage payroll for a large non-exempt employee population</p><p>• Ensure the accuracy and efficiency of processing customer credit applications</p><p>• Maintain accurate customer credit records</p><p>• Effectively handle additions and terminations each bi-weekly pay period</p><p>• Manage a workforce of over 1000 employees across multiple states</p><p>• Handle complex commissions</p><p>• Apply effective payroll management strategies.</p>
<p>Are you detail-oriented, organized, and experienced in handling financial data? We’re seeking a dedicated Accounting Clerk who will be responsible for matching invoices with purchase orders and performing data entry tasks, primarily using QuickBooks software.</p><ul><li>Review, match, and verify invoices against purchase orders to ensure accuracy and compliance with company policies.</li><li>Accurately input financial transactions into QuickBooks and maintain up-to-date records.</li><li>Identify and resolve discrepancies between invoices and purchase orders. Communicate with vendors or internal teams as needed.</li><li>Organize and maintain physical and digital records of invoices, purchase orders, and related documentation.</li><li>Assist with other general accounting and clerical tasks as needed, such as account reconciliations and report generation.</li></ul><p><br></p>
<p>We are looking for a skilled and detail-driven Accountant to join our client in Modesto, California. This long-term contract role offers a dynamic opportunity to contribute to financial operations, ensuring the accuracy and integrity of accounting processes. The ideal candidate will bring a strong background in general ledger management, reconciliations, and financial analysis, along with the ability to support decision-making through actionable insights.</p><p><br></p><p>Responsibilities:</p><p>• Process daily financial transactions accurately and in compliance with organizational policies.</p><p>• Prepare detailed financial reports and documentation to support strategic objectives.</p><p>• Conduct thorough analyses of financial data to guide management decisions and improve operational outcomes.</p><p>• Perform account and bank reconciliations regularly, ensuring proper documentation and timely resolution of discrepancies.</p><p>• Maintain and oversee the general ledger, ensuring accuracy and completeness of financial records.</p><p>• Assist with month-end and year-end closing activities, adhering to set deadlines.</p><p>• Manage accounts payable processes, including vendor payments and invoice approvals.</p><p>• Oversee accounts receivable functions, ensuring timely billing, collections, and revenue reporting.</p><p>• Implement strategies to enhance cash flow and strengthen financial controls.</p><p>• Collaborate with auditors during financial reviews, providing required documentation and insights.</p><p><br></p><p>For immediate consideration, reach out to 209-232-1991. </p>
We are looking for an experienced Trust and Estate Of Counsel to join our team in San Ramon, California. In this role, you will provide expert guidance to high-net-worth clients, focusing on estate planning, trust administration, and business succession strategies. The ideal candidate will be passionate about delivering exceptional service and have a strong commitment to precision and integrity.<br><br>Responsibilities:<br>• Provide strategic advice on estate planning, trust administration, and succession planning for high-net-worth individuals.<br>• Draft and analyze complex estate planning documents to ensure accuracy and compliance.<br>• Facilitate entity formation and structure real estate transactions to meet client needs.<br>• Collaborate closely with financial advisors, CPAs, and insurance professionals to deliver integrated solutions.<br>• Adapt to and utilize firm systems and workflows efficiently.<br>• Build and maintain strong client relationships, gradually taking on leadership roles within the firm.
<p>We’re excited to offer a fantastic opportunity for an Attorney to join our dynamic team in Fresno, California! In this key role, you’ll handle litigation cases, draft and review essential legal documents, and ensure compliance with professional standards. If you’re ready to make a meaningful impact and grow your legal career in a collaborative environment, we’d love to hear from you!</p><p><br></p><p>Responsibilities:</p><p>• Managing a caseload of litigation files from their inception through to trial</p><p>• Drafting, preparing, and responding to various legal documents such as pleadings, discovery, and motions</p><p>• Ensuring superior awareness and compliance with all applicable rules of detail-oriented conduct</p><p>• Utilizing comprehensive legal knowledge to promote high standards of detail-oriented practice</p><p>• Handling litigation and other legal assignments as required</p><p>• Applying strong research and writing skills to all tasks</p><p>• Engaging in civil litigation, specifically insurance defense litigation, including involvement in jury trials</p><p>• Maintaining accurate and detailed reports for file analysis.</p>
<p>We are seeking a <strong>HIM Assistant Manager</strong> for a <strong>temporary</strong> role with a strong background in Health Information Management. The ideal <strong>HIM Assistant Manager</strong> will supervise and coordinate daily HIM operations, ensuring accuracy, compliance, and productivity across the department. The <strong>HIM Assistant Manager</strong> will be responsible for leading a team of Health Information Coordinators and ensuring timely, accurate, and complete medical record processing in accordance with hospital policies and regulatory standards.</p><p>*<strong>Responsibilities</strong></p><ul><li>Supervise daily operations of Health Information Coordinators, including chart retrieval, breakdown, prepping, scanning, QA, and deficiency assignment.</li><li>Monitor staff productivity and report variances to HIM Manager.</li><li>Coordinate staffing needs and recommend scheduling adjustments or additional coverage.</li><li>Assist in interviewing, onboarding, and evaluating HIM Coordinators.</li><li>Identify and report employee performance issues.</li><li>Monitor compliance with action plans and HIM standards.</li><li>Analyze medical record discharge types for completeness and timely processing.</li><li>Assign and track deficiencies by physician in the hospital system.</li><li>Manage physician incomplete medical record process, including weekly fines.</li><li>Maintain documentation and audit trails for fines and physician notifications.</li><li>Route charts for physician completion and permanent medical storage.</li><li>Update and maintain hospital systems for deficiency tracking and chart location.</li><li>Generate HIM statistics and reports for committee and regulatory review.</li><li>Conduct QA on scanned documents and record analysis.</li><li>Assist in training new HIM staff and orienting new physicians to EMR processes.</li><li>Attend and contribute to relevant committee meetings.</li><li>Provide exceptional customer service and support cross-departmental needs.</li><li>Participate in weekend and holiday coverage rotations.</li><li>Perform additional duties as assigned by the HIM Manager.</li></ul>
<p>Well-known California firm is seeking a skilled litigation attorney to join their team. The ideal candidate will have experience managing complex legal cases and a proven ability to independently handle litigation matters. This role offers an excellent opportunity to work in a dynamic environment, with a hybrid flexible schedule and competitive compensation.</p><p><br></p><p>Responsibilities:</p><p>• Represent clients in complex litigation cases, ensuring their interests are effectively advocated.</p><p>• Prepare and draft legal documents, including motions, briefs, and discovery materials.</p><p>• Conduct thorough legal research to support case strategies and arguments.</p><p>• Collaborate with colleagues and clients to develop and execute litigation plans.</p><p>• Analyze and interpret real estate law and other relevant legal frameworks.</p><p>• Attend court hearings and proceedings, presenting cases with confidence and professionalism.</p><p>• Manage case files, ensuring all documentation is accurate and organized.</p><p>• Provide mentorship and guidance to attorneys with less experience as needed.</p><p>• Maintain up-to-date knowledge of legal trends and changes in relevant practice areas.</p>
<p>Lisa Cole with Robert Half is partnering with a dynamic and growing corporation committed to excellence in financial integrity, operational efficiency, and strategic growth. They are seeking a <strong>Senior Accountant</strong> to join our accounting team. This Senior Accountant is ideal for an individual with public accounting audit experience who is ready to<strong> </strong>transition into a corporate accounting role or for someone who began their career in public accounting and has since gained experience in corporate accounting. </p><p>This position is hybrid with great flexibility. </p><p>For more information about this position, please reach out to Lisa Cole at 916-649-0832. </p><p><br></p><p><strong>Position Summary</strong></p><p>The <strong>Senior Accountant</strong> will play a key role in maintaining accurate financial records, performing month-end close activities, and supporting internal and external audits. The ideal candidate has a strong foundation in GAAP, audit procedures, and financial reporting, with the ability to analyze data, streamline processes, and ensure compliance across multiple entities.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Prepare and review journal entries, account reconciliations, and financial statements in accordance with GAAP.</li><li>Support month-end, quarter-end, and year-end close processes to ensure timely and accurate financial reporting.</li><li>Assist with annual financial statement audits and liaise with external auditors to provide required documentation and analysis.</li><li>Perform variance and trend analyses, providing insight into key business drivers and operational results.</li><li>Maintain general ledger integrity and ensure compliance with internal controls and accounting policies.</li><li>Participate in process improvement initiatives to enhance efficiency and accuracy of financial operations.</li><li>Assist in budgeting, forecasting, and ad hoc financial analysis as needed.</li><li>Support multi-entity consolidations and intercompany accounting.</li></ul><p><br></p>
We seek an experienced controller to oversee our accounting staff of five. The ideal candidate will have significant Accounting and Costing experience in the manufacturing industry. You will be responsible for all accounting and reporting, decision support analysis, cash management, budgeting and forecasting. Must be a strong communicator and skilled financial analyst. This person will have responsibility for creating and maintaining our budgeting, payroll, and financial reporting processes along with internal control and reporting systems. Oversee and monitor cost accounting system and provide recommendations and guidance to management and help improve our operational efficiency and aid in our continued growth. <br> In essence, the Financial Controller is a key leader within the finance team, responsible for ensuring the financial health and stability of the organization while also contributing to its strategic direction. <br> Responsibilities include: • Manage daily accounting operations • Prepare Monthly Financial Statements, including Balance Sheet, Income Statement, Cash Flows, Management Recommendations and Forecasts. • Advise Management of Recommendations and Financial Analysis • Implement Procedures and internal controls as the company grows. • Provide Strategic Planning • Financial Reporting and Analysis: Preparing and presenting financial statements, reports, and analysis. • Compliance and Risk Management: Ensuring compliance with financial regulations, accounting standards, and internal policies. • Cash Flow Management: Monitoring and managing cash flow, including accounts receivable and payable. • Payroll: Responsible for completing the Salary Payroll process. • Team Leadership: Leading and mentoring a team of finance professionals.
We are looking for a skilled Network Engineer with expertise in cloud networking and security to join our team in Lathrop, California. This Contract-to-Permanent position is ideal for professionals with a strong background in Cisco technologies, cloud platforms, and cybersecurity frameworks who thrive in dynamic environments. The role offers the opportunity to design, implement, and manage secure, scalable network infrastructures while collaborating across teams to ensure optimal performance and compliance.<br><br>Responsibilities:<br>• Design and manage Cisco-based network infrastructures, including routers, switches, firewalls, and wireless systems.<br>• Implement scalable solutions to optimize performance in hybrid and cloud environments.<br>• Integrate secure networking practices across cloud platforms such as Azure or Google Cloud.<br>• Administer and troubleshoot Cisco security devices, including firewalls, VPNs, and intrusion detection systems.<br>• Identify and resolve vulnerabilities in network configurations to maintain robust security.<br>• Monitor network performance using tools like Cisco Prime Infrastructure and SolarWinds.<br>• Troubleshoot network, cloud, and security issues to ensure high availability and reliability.<br>• Document network designs, configurations, and incident response procedures.<br>• Collaborate with IT teams and vendors on network projects and problem resolution.<br>• Apply cybersecurity best practices to ensure compliance and data protection.
<p>Colleen McAuliffe at Robert Half is looking for a detail-oriented Bookkeeper to manage daily financial transactions and ensure accuracy in accounting records for our valued long-term client. In this role, you will collaborate with store managers and vendors to maintain seamless financial operations.</p><p><br></p><p>Responsibilities:</p><p>• Record invoices and daily bookkeeping entries using accounting software </p><p>• Maintain clear communication with store managers to address financial inquiries and updates.</p><p>• Follow up with vendors regarding invoices, pricing, and promotional details to ensure accurate records.</p><p>• Reconcile accounts regularly to identify and resolve discrepancies.</p><p>• Prepare financial reports to assist in decision-making and budgeting processes.</p><p>• Monitor and manage accounts payable and accounts receivable.</p><p>• Ensure compliance with company policies and regulatory standards in all financial practices.</p><p>• Support audits by organizing and providing accurate financial documentation.</p><p>• Identify opportunities to improve bookkeeping processes for greater efficiency.</p><p>• Assist in managing payroll and employee expense tracking.</p>
<p>We are looking for an experienced Bookkeeper to join our client's team in the San Joaquin County. This role requires a detail-oriented individual with a strong background in accounting, payroll processing, and budget preparation, particularly within non-profit organizations. The ideal candidate will play a key role in managing financial records, ensuring compliance with federal and state regulations, and supporting the organization's financial integrity. If interested call or text Edgar Gonzalez 209.395.2259 </p><p><br></p><p>Responsibilities:</p><p>• Oversee and approve the timely payment of bills and related taxes to maintain good credit standing and avoid late fees.</p><p>• Collaborate with the Artistic Director to establish purchasing guidelines and ensure accurate account allocations for materials and services.</p><p>• Reconcile all bank accounts and deposits to maintain accurate financial records.</p><p>• Process bi-weekly payroll, ensuring all applicable taxes and fees are properly handled.</p><p>• Monitor production budgets, ensuring alignment with financial goals.</p><p>• Assist the Artistic Director in preparing and reviewing the annual budget with the VP of Finance and Finance Committee before presenting it to the Board.</p><p>• Manage relationships with insurance agents, ensuring compliance with policy requirements and assisting with claims as needed.</p><p>• Maintain the security and organization of financial records and files.</p><p>• Coordinate building and property maintenance, including plumbing and electrical systems.</p><p>• Enforce rental contracts and work with community agencies to utilize resources effectively.</p>
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for a <strong>Financial Advisor </strong>at a fiduciary-focused wealth management firm. This is a full-time permanent role based in <strong>San Ramon</strong>.</p><p> </p><p>This firm helps individuals and families grow, protect, and transfer their wealth. Known for its personalized approach, you’ll have the opportunity to work with an established client base while advancing your advisory career.</p><p>The role offers autonomy, mentorship, and excellent benefits including profit-sharing, 401(k) matching, quarterly bonuses, and health coverage. Join a supportive, high-integrity team and build lasting relationships while making a real impact on clients’ financial futures.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Provide strategic financial advice across investments, retirement, debt, and insurance</li><li>Create tailored plans to help clients reach their goals</li><li>Build and nurture strong, long-term client relationships</li><li>Monitor portfolios and market trends, making proactive recommendations</li><li>Ensure compliance with regulations and firm policies</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p>We are looking for a detail-oriented Project Accountant to join our team in Pleasant Hill, California. The ideal candidate will oversee financial processes related to project accounting, ensuring accuracy and compliance with company standards. This role requires a proactive individual with expertise in account reconciliation, billing, and financial reporting.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Process day-to-day accounting tasks, including accounts receivable/payable, job costing, banking, and PO/subcontract management.</li><li>Submit payroll to third-party provider; manage retirement and union payments, and update payroll-related records.</li><li>Enter invoices, issue AP checks, and handle 1099 preparation.</li><li>Oversee subcontractor billing and ensure up-to-date Certificates of Insurance (COIs).</li><li>Reconcile bank accounts monthly.</li><li>Maintain job cost accounting; prepare budgets, change orders, and Work-In-Progress (WIP) reports.</li><li>Track and record prepaid expenses (e.g., property taxes, insurance).</li><li>Support timely and accurate financial reporting on a monthly, quarterly, and annual basis; collaborate with CPA on required schedules.</li><li>Conduct monthly analysis of key financial metrics and implement improved reporting processes.</li><li>Provide financial insights and advice to ownership and management for process improvements.</li><li>Manage company cash flow and forecasting, reporting regularly to ownership.</li><li>Create annual budgets, rolling forecasts, and perform budget vs. actual variance analysis.</li><li>Assist with state business registrations, licenses, and various tax matters.</li><li>Coordinate with CPA firm for annual financial statement review and tax preparation.</li><li>Liaise with external parties including banks, bonding companies, insurance providers, and brokers.</li></ul><p><br></p>
<p><strong>Jennifer Fukumae</strong> is partnering with a boutique RIA in Walnut Creek that is actively seeking a <strong>Client Experience </strong>to serve as the first point of contact for our clients and visitors. This role is critical in creating a professional, welcoming, and organized environment while providing outstanding customer service. The ideal candidate is highly organized, proactive, and possesses excellent communication skills, ensuring both clients and team members receive exceptional support.</p><p> </p><p><strong>Reception & Office Administration</strong></p><ul><li>Greet and welcome clients, visitors, and guests in a professional and friendly manner.</li><li>Answer and direct incoming calls promptly and courteously.</li><li>Manage the office calendar, scheduling and coordinating client and internal appointments.</li><li>Maintain a clean, organized, and professional front office environment.</li><li>Handle incoming/outgoing mail and packages; manage office supply inventory.</li><li>Prepare client refreshments and meeting spaces to create a welcoming atmosphere.</li><li>Support the team with general administrative tasks, including filing, copying, scanning, and data entry.</li></ul><p><strong>Client Service Associate Support</strong></p><ul><li>Assist with client onboarding, coordinating paperwork and preparing welcome materials.</li><li>Update and maintain accurate client records in the CRM system.</li><li>Provide support for account service requests, such as:</li><li>Processing beneficiary updates</li><li>Assisting with wire transfer documentation</li><li>Supporting rollover coordination with custodians</li><li>Prepare client-facing materials, reports, and correspondence for advisor meetings.</li><li>Follow up with clients on pending requests to ensure timely resolution.</li><li>Maintain confidentiality and adhere to compliance requirements in all client interactions.</li></ul>
<p><strong>About the Company</strong></p><p>We are a leading services provider committed to delivering exceptional solutions to our clients while fostering a culture of innovation, collaboration, and professional growth. Our dynamic team is seeking a dedicated and detail-oriented Accounts Payable (AP) Accountant to join us in an onsite role in Hayward.</p><p><br></p><p><strong>Position Summary</strong></p><p>As an Accounts Payable Accountant, you will manage and oversee the company’s payables and ensure all accounting processes are compliant with corporate policies and regulations. You will play a critical role in supporting our financial operations and ensuring vendor payments are accurate and timely. This role is ideal for a highly organized professional who thrives in fast-paced environments, demonstrates strong problem-solving abilities, and possesses excellent communication skills.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li><strong>Accounts Payable Process Management</strong>: Process vendor invoices in a timely and accurate manner, including coding, matching, and data entry.</li><li><strong>Payment Execution</strong>: Prepare checks, ACH payments, wire transfers, and resolve payment discrepancies promptly.</li><li><strong>Vendor Relations</strong>: Build and maintain positive relationships with suppliers and vendors, ensuring proper record management and responding to inquiries regarding payment statuses.</li><li><strong>Reconciliation</strong>: Perform regular reconciliations of vendor accounts, credit card statements, and AP ledger to ensure accuracy and resolve discrepancies.</li><li><strong>Compliance</strong>: Ensure compliance with company policies, procedures, and regulatory requirements, including proper handling of sensitive financial data.</li><li><strong>Reporting</strong>: Assist with generating reports on expense trends, AP aging, cash flow forecasts, and other financial metrics required by management.</li><li><strong>Support Month-End Close</strong>: Collaborate with other teams to support month-end and year-end closing activities, including journal entries and accruals related to AP.</li><li><strong>Process Improvement</strong>: Identify opportunities to streamline and enhance AP procedures for greater efficiency and accuracy.</li></ul>
<p>We are looking for an experienced and detail-oriented Controller and or Senior Accounting Manager to oversee key financial operations and ensure the accuracy of accounting processes. Based in San Francisco Bay Area this position offers a hybrid work schedule, requiring three days onsite each week. The ideal candidate will bring a strong background in accounting, payroll management, and financial reporting, while collaborating closely with executive leadership and external partners.</p><p><br></p><p>Responsibilities:</p><p>• Manage comprehensive accounting functions, including payroll processing, month-end close, and cash accounting.</p><p>• Ensure timely and accurate billing processes using timekeeping and billing systems.</p><p>• Utilize QuickBooks and Excel to maintain financial records and support reporting requirements.</p><p>• Collaborate with external accounting firms to handle tax filings and compliance tasks.</p><p>• Oversee 401(k) submissions and ensure adherence to company match processes.</p><p>• Maintain and analyze timekeeping data to support accurate financial documentation.</p><p>• Support Subchapter S corporation compliance and reporting obligations.</p><p>• Communicate effectively with internal teams via Slack and other tools to ensure smooth financial operations.</p><p>• Implement and oversee document control processes to maintain organized records.</p><p>• Manage expense accounts and ensure timely bill payments using platforms such as bill.com</p>
<p>Jackie Meza with Robert Half is looking for a Controller. The Controller will be responsible for managing and performing various accounting functions for multiple client accounts, ensuring accuracy and compliance with accounting principles and regulations. This role is essential in maintaining accurate financial records, analyzing financial data, and guiding junior accounting staff. Contact Jackie Meza at 209.227.6563 for consideration on this role. </p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Oversee and manage accounting functions for multiple client accounts to ensure accuracy and compliance with accounting principles and regulations.</p><p>• Record and reconcile financial transactions, including bank accounts, accounts payable, accounts receivable, and general ledger entries.</p><p>• Execute month-end and year-end closing procedures, producing accurate financial statements and reports.</p><p>• Collaborate with clients to gather necessary financial information and provide expert guidance on accounting practices and financial best practices.</p><p>• Manage payroll processing, tax filings, and compliance to ensure timely and accurate execution.</p><p>• Analyze financial data, identifying trends, discrepancies, and opportunities for improvement, and present findings to management and clients.</p><p>• Assist in budgeting, forecasting, and financial planning processes to support clients' strategic decision-making.</p><p>• Stay abreast with accounting and industry regulations, and software to enhance efficiency and effectiveness.</p><p>• Mentor and guide junior accounting staff, providing training and support to foster professional growth.</p><p>• Utilize GAAP Accounting knowledge and QuickBooks software to manage and analyze financial data effectively.</p>
<p><strong>Lead Financial Advisor – Strategic Partner in Wealth Management</strong></p><p>Join a growing, client-focused wealth management firm with over $600M in assets under management and an average client size of $1.5M. The firm helps successful individuals, families, and businesses gain clarity, direction, and confidence in their financial lives—offering more than just incremental returns.</p><p><br></p><p><strong>The Role</strong></p><p>As Lead Advisor, you’ll support senior advisors in delivering personalized financial planning and investment strategies. You’ll manage client communications, assist with onboarding, and help build tailored plans—all while gaining exposure to every dimension of wealth management.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Support senior advisors in meetings and follow-ups</li><li>Build financial plans and manage planning software</li><li>Handle client onboarding and communications</li><li>Assist with insurance proposals and investment reviews</li><li>Manage CRM, paperwork, and meeting prep</li></ul><p><strong>Why Join</strong></p><ul><li>Broad exposure to wealth management</li><li>Strong work-life balance</li><li>Supportive, down-to-earth leadership</li><li>Company-sponsored FINRA exams and CFP® support</li><li>Collaborative, growth-oriented team culture</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
