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6 results for Portfolio Manager in Manteca, CA
- San Jose, CA
- remote
- Temporary / Contract
- 55 - 70 USD / Hourly
- <p>Growing software company is seeking an experienced Contracts Manager to lead the drafting, review, negotiation, and management of a wide range of commercial agreements. This role will support both sales contracting and procurement/vendor contracting, with a strong emphasis on SaaS-related terms, risk mitigation, and cross-functional collaboration. As a Contracts Manager with this organization, you'll join the legal team and report to the Commercial Counsel. The ideal candidate will be able to work on-site on a hybrid basis and have at least 5-10+ years of experience in contract management. </p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Draft, review, negotiate, and manage a high volume of SaaS-related agreements, including customer contracts, MSAs, SaaS subscription agreements, order forms, NDAs, DPAs, SOWs, amendments, and vendor/procurement contracts. </li><li>Partner closely with Sales, Procurement, Legal, Finance, Security, and Product teams to support contract execution and business objectives. .</li><li>Lead contract negotiations for both revenue-generating customer deals and third-party/vendor engagements. </li><li>Identify legal and commercial risks in contract terms and propose practical solutions that align with company policies. </li><li>Support and improve contract lifecycle management processes, templates, playbooks, and approval workflows. </li><li>Ensure contract terms address key SaaS issues such as data privacy, security, service levels, licensing, usage rights, limitation of liability, indemnification, and termination rights. </li><li>Track contract obligations, key dates, renewals, and compliance requirements. </li><li>Collaborate with internal stakeholders to standardize contracting practices and shorten deal cycle times. .</li></ul><p><br></p>
- 2026-10-30T00:00:00Z
- San Jose, CA
- onsite
- Permanent / Full Time
- 90000 - 140000 USD / Yearly
- <p>We are seeking an experienced Contracts Manager to support a fast-growing AI storage and infrastructure environment. This role is ideal for someone with strong experience in DFARS-compliant contracting, IT hardware procurement, and commercial agreement negotiation. The right candidate will be comfortable managing supplier-facing contracts, statements of work, NDAs, intellectual property terms, and contract governance in a highly cross-functional, regulated environment.</p><p><br></p><p>Key Responsibilities:</p><ul><li>Draft, review, and negotiate SOWs, NDAs, supplier agreements, and procurement-related contracts.</li><li>Manage contract terms related to intellectual property, risk, compliance, and supplier obligations.</li><li>Support hardware and infrastructure procurement by partnering with procurement, legal, operations, and business teams.</li><li>Oversee the full contract lifecycle: intake, redlining, execution, amendments, renewals, and closeout.</li><li>Maintain strong contract governance, including approval workflows, document control, and record retention.</li><li>Advise stakeholders on contract administration, deliverables, performance issues, and compliance requirements.</li><li>Handle sensitive and controlled information with discretion in support of regulated business operations.</li><li>Coordinate across global teams and time zones to move agreements forward efficiently.</li></ul>
- 2026-11-06T00:00:00Z
- Fremont, CA
- onsite
- Permanent / Full Time
- 80000 - 100000 USD / Yearly
- We are looking for a detail-oriented Project Accountant to support the financial administration of projects in Fremont, California. This role works closely with operations and project teams to maintain accurate project records, support contract compliance, and help ensure reliable revenue and cost reporting. The ideal candidate brings strong accounting knowledge, sound judgment, and the ability to manage project-related financial activity in a fast-paced environment.<br><br>Responsibilities:<br>• Set up new projects, revisions, and approved scope changes in accounting and project management systems, ensuring budgets and values are recorded accurately.<br>• Review project documentation for completeness and compliance, verify account structures, and prevent incorrect or incomplete bookings from moving forward.<br>• Update cost estimates for ongoing work in a timely manner so active projects reflect current financial expectations.<br>• Prepare and manage owner notice documentation, including lien-related filings and releases, while coordinating supporting materials when required.<br>• Monitor projects through completion and finalize closeout activities within the accounting system once contractual work is finished.<br>• Support post-payroll reporting by assisting with financial analysis tied to labor activity and project performance.<br>• Examine monthly project charges, identify inconsistencies, and work with stakeholders to resolve billing or cost allocation issues.<br>• Verify labor hours charged to jobs against weekly timesheet submissions to help maintain accurate project costing.<br>• Evaluate work-in-progress and overall project results, offering insights that can strengthen profitability and improve cash flow management.<br>• Contribute to month-end close activities and assist with additional accounting initiatives or department projects as assigned.
- 2026-11-05T00:00:00Z
- Pleasanton, CA
- onsite
- Temporary / Contract
- 32 - 38 USD / Hourly
- We are looking for a Project Accountant to join a collaborative accounting team in Pleasanton, California on a Contract basis. In this role, you will support the financial management of multiple projects, working closely with project managers and leadership to keep billing, reporting, and cost tracking accurate and on schedule. This opportunity is well suited for someone who is organized, analytical, and comfortable balancing day-to-day accounting work in a fast-moving environment.<br><br>Responsibilities:<br>• Oversee project-related accounting activities across the full project lifecycle, from initial setup through final closeout<br>• Create and issue client invoices, verifying billing accuracy and ensuring timely distribution<br>• Work closely with project managers to align billing details, monitor budgets, and maintain visibility into project financial status<br>• Review unbilled labor, project expenses, and work-in-progress data to identify issues and support accurate reporting<br>• Communicate with clients regarding past-due balances, payment questions, and invoice follow-up<br>• Assist with accounts payable and accounts receivable tasks to support smooth daily accounting operations<br>• Contribute to payroll support activities, including reconciliations and related financial checks<br>• Prepare project financial reports and evaluate performance trends to help inform business decisions<br>• Maintain complete and accurate accounting and project records within project accounting systems<br>• Support month-end and year-end close processes and take on additional accounting assignments as needed
- 2026-11-07T00:00:00Z
- Walnut Creek, CA
- onsite
- Permanent / Full Time
- 120000 - 160000 USD / Yearly
- <p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Financial Planner | Wealth Management Firm | Walnut Creek; Hybrid (1 Day Onsite)</strong></p><p> </p><p>Join a boutique wealth management firm serving high-net-worth individuals, families, and institutional clients. The firm is known for its planning-focused approach, strong culture, and commitment to delivering highly personalized advice.</p><p> </p><p>This is an excellent opportunity for a financial planner who wants to focus on what they do best: solving complex planning challenges and influencing client outcomes. You'll work closely with advisors and clients on sophisticated planning matters, serving as the firm's go-to resource for tax, estate, retirement, equity compensation, and wealth transfer strategies. The role offers significant visibility, intellectual variety, and the opportunity to help shape planning best practices across the organization.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Lead the development and analysis of comprehensive financial plans</li><li>Partner with advisors on complex client planning engagements</li><li>Present recommendations and planning strategies to clients</li><li>Develop solutions across tax, estate, retirement, cash flow, Social Security, and equity compensation planning</li><li>Research advanced planning concepts and regulatory changes</li><li>Serve as an internal resource on financial planning best practices</li><li>Help improve planning processes, workflows, and planning deliverables</li><li>Monitor industry developments and educate the advisory team on emerging planning opportunities</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
- 2026-11-06T00:00:00Z
- Dublin, CA
- onsite
- Temporary / Contract
- 66.5 - 77 USD / Hourly
- We are looking for an experienced Project Manager - Operations to support a credit union in Dublin, California through a Long-term Contract engagement. In this role, you will provide financial leadership for a major platform modernization effort by guiding business case planning, budget oversight, and performance reporting. You will work closely with finance, accounting, technology, and project stakeholders to keep spending, forecasting, and financial controls aligned with organizational goals.<br><br>Responsibilities:<br>• Build and manage a multi-year financial business case that outlines projected costs, anticipated benefits, cash flow impacts, and expected return on investment.<br>• Track project expenses, open commitments, forecast updates, and budget performance while identifying variances and recommending corrective actions.<br>• Coordinate with accounting partners to support capitalization decisions, confirm appropriate financial treatment, and maintain required documentation.<br>• Partner with technology leaders and project stakeholders to review assumptions, validate forecasts, and evaluate overall financial performance.<br>• Create financial models that support scenario planning, sensitivity reviews, and risk assessment for project decision-making.<br>• Prepare clear reports, dashboards, and leadership updates that summarize financial status, key trends, and emerging risks.<br>• Maintain strong governance practices and internal controls to ensure accurate, audit-ready project financial management.<br>• Support financial oversight for large-scale transformation initiatives, including platform modernization or system-related operational changes when applicable.
- 2026-11-05T00:00:00Z