We are looking for a Desktop Support Analyst to provide hands-on technical support for end users in Palo Alto, California. This Long-term Contract opportunity is ideal for someone who communicates clearly, resolves desktop issues efficiently, and delivers a reliable support experience across hardware and Mac-based environments. The role begins on a part-time basis and may expand over time based on business needs.<br><br>Responsibilities:<br>• Deliver front-line desktop support by diagnosing and resolving issues related to workstations, peripherals, and end-user technology<br>• Support Mac OS environments, including troubleshooting operating system, software, and device-related problems<br>• Respond to user requests in a detail-oriented and timely manner while providing clear technical guidance<br>• Set up, configure, and maintain computer hardware and related equipment for employees and teams<br>• Track support activity, document resolutions, and escalate more complex issues when needed<br>• Assist with onboarding, equipment deployment, and general desk-side support to ensure smooth day-to-day operations
<p>We are looking for a Project Coordinator to support departmental initiatives and help keep projects organized, on schedule, and well documented in Palo Alto, California. This Long-term Contract position will work closely with leadership, internal teams, and external partners to coordinate daily operations, maintain administrative workflows, and assist with project reporting and resource tracking. The role is ideal for someone who can balance multiple priorities, communicate effectively, and contribute to a well-run healthcare or clinical environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Coordinate complex scheduling and calendar management activities.</li><li>Plan and organize onsite meetings, events, and team gatherings.</li><li>Prepare detailed meeting agendas, itineraries, and supporting materials.</li><li>Collaborate closely with administrative partners, business teams, and stakeholders across departments.</li><li>Create, edit, and maintain professional documents, reports, spreadsheets, and presentations.</li><li>Track action items, deadlines, and project deliverables.</li><li>Support project planning and coordination efforts to ensure timely completion of objectives.</li><li>Maintain accurate records and documentation.</li><li>Provide high-quality customer service and support to executives, leadership teams, and stakeholders.</li><li>Assist with special projects and administrative initiatives as assigned.</li></ul>
We are looking for a Buyer to join our team in Palo Alto, California on a Contract basis. This role focuses on managing purchasing activities, coordinating with suppliers and internal teams, and helping maintain consistent sourcing practices across the organization. The ideal candidate will be comfortable handling purchase orders, resolving vendor and billing issues, and supporting compliance with pricing and service expectations.<br><br>Responsibilities:<br>• Manage the creation, submission, and follow-up of purchase orders to help ensure materials and services arrive on schedule.<br>• Communicate with suppliers and internal departments to confirm pricing, delivery timelines, and any required order updates.<br>• Review incoming requisitions for completeness, verify approvals, and process requests according to departmental needs and purchasing guidelines.<br>• Maintain accurate purchasing data within system records and support information flow between procurement tools and accounts payable.<br>• Monitor supplier performance, support adherence to contracted pricing and service standards, and share concerns with purchasing leadership when needed.<br>• Work with vendors and finance partners to investigate invoice discrepancies, credit issues, and payment holds, driving issues through resolution.<br>• Assist with organization-wide efforts to improve consistency in sourcing and encourage consolidation of goods and services where appropriate.<br>• Escalate complex contract, vendor, or fulfillment concerns to senior purchasing team members or department management as necessary.
We are looking for a Patient Admin Specialist (PAS) to support front-office operations in an outpatient setting in Redwood City, California. This Long-term Contract position focuses on creating a smooth patient experience by coordinating appointments, assisting with registration activities, and handling a variety of administrative duties that keep the clinic running efficiently. The ideal candidate brings strong communication skills, a service-minded approach, and the ability to stay organized while managing multiple priorities in a fast-paced healthcare environment.<br><br>Responsibilities:<br>• Welcome patients upon arrival, guide them through check-in and check-out steps, and address general questions related to visits, timing, and billing processes.<br>• Coordinate appointment activity, including surgery-related scheduling, while working closely with providers to align calendars and address urgent patient needs when they arise.<br>• Respond to non-clinical patient inquiries through phone, messaging, and CRM channels, and route more complex matters to the appropriate team members.<br>• Support provider and patient interactions by using approved reference materials, office tools, and established clinic procedures.<br>• Maintain accurate administrative records by updating databases, processing internal documentation, and organizing clinic files in a timely manner.<br>• Manage incoming and outgoing office communications, including faxes, mail distribution, paging information, and other department correspondence.<br>• Process routine front-desk transactions such as payment-related support and general registration tasks with attention to accuracy and service quality.<br>• Contribute to daily clinic operations by balancing multiple administrative assignments while meeting departmental expectations for responsiveness and professionalism.
<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>Controller | Real Estate, Private Equity | San Francisco Bay Area | Hybrid, Very flexible</strong></p><p> </p><p>A highly regarded<strong> global real estate investment firm</strong> is seeking a senior finance leader to oversee fund accounting across a sophisticated investment platform. This is a high-impact opportunity to join a collaborative, entrepreneurial team, drive operational improvements, and help build scalable infrastructure with a <strong>clear path to CFO</strong>. Competitive compensation package included.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Lead fund and corporate accounting across multiple entities</li><li>Oversee quarterly financials, audits, technical accounting, and reporting under GAAP and IFRS</li><li>Manage cash operations, capital activity, debt compliance, and waterfall calculations</li><li>Partner closely with investment, asset management, and investor relations teams</li><li>Oversee outsourced accounting teams and improve processes, controls, and scalability</li><li>Support acquisitions, financings, valuations, and other complex transactions</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
We are looking for an experienced Sr. Accountant to join a team in Santa Clara, California for a Contract assignment supporting fiscal year-end activities. This contract opportunity is focused on strengthening close processes, resolving reconciliation backlogs, and maintaining accuracy across core accounting tasks. The ideal candidate can step into established workflows quickly, work independently with complex financial data, and help keep critical deadlines on track.<br><br>Responsibilities:<br>• Complete account reconciliations related to fiscal year-end close and ensure supporting records are accurate and current.<br>• Review established Excel-based schedules, update them for the current period, and preserve consistency with prior reporting methods.<br>• Examine transaction activity to identify mismatches, unusual variances, and areas that require follow-up or correction.<br>• Assist with clearing outstanding accounting items and reducing backlog tied to year-end priorities.<br>• Work through large and detailed spreadsheets independently to confirm data reliability and support financial reporting needs.<br>• Coordinate with internal business partners to gather information, resolve issues, and keep reconciliation deliverables moving on schedule.<br>• Prepare and maintain clear documentation for accounting work performed, ensuring completeness and audit readiness.<br>• Support core accounting operations such as general ledger activity, journal entries, and bank reconciliation tasks as needed.
<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>Fund and Financial Operations | Investment Manager | Menlo Park | Hybrid; 3 Days Onsite | Competitive Compensation with Top Perks</strong></p><p> </p><p>A highly regarded investment management firm with a strong reputation across alternative investments is seeking a Finance professional to join its collaborative and highly organized team. Known for offering top-tier benefits and a culture that genuinely prioritizes work-life balance, the firm provides a rare combination of sophistication, stability, and long-term growth within investment operations.</p><p> </p><p>The team operates in a well-structured environment with strong processes already in place. This role will focus heavily on reviewing outsourced work from fund administrators, overseeing operations across multiple alternative investment products, and partnering cross-functionally with internal teams in a high-impact oversight capacity.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Review NAV packages and outsourced accounting work from fund administrators </li><li>Oversee financial operations across alternative investment products </li><li>Support investor reporting, compliance filings, and annual audits </li><li>Review expense allocations and monitor managed accounts </li><li>Partner with finance, legal, investments, and client service teams </li><li>Assist with operational improvements and oversight processes </li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>**This position is a 100% Contract role - On-site**</p><p><br></p><p>We are looking for a Contract Recruiter to support hiring efforts for property operations roles in Hayward, California. This position will manage active recruitment needs for positions such as janitorial, maintenance, and assistant property management staff, while keeping the hiring process organized and responsive. The ideal candidate brings hands-on full-cycle recruiting experience, can begin quickly, and is comfortable working across applicant tracking systems and standard office tools.</p><p><br></p><p>Responsibilities:</p><p>• Lead recruitment activities for property-based openings, including janitorial staff, maintenance personnel, and Assistant Property Manager positions.</p><p>• Screen resumes and submitted applications to determine alignment with role expectations and hiring criteria.</p><p>• Coordinate candidate communication by sending interview schedules, reminders, and relevant preparation details.</p><p>• Keep applicant information current and well-documented within the applicant tracking system.</p><p>• Partner with hiring stakeholders to move candidates efficiently through each stage of the selection process.</p><p>• Source talent with relevant experience and maintain an active pipeline for current and upcoming staffing needs.</p><p>• Support a smooth hiring workflow by prioritizing urgent openings and responding quickly to recruiting demands.</p>
We are looking for a Risk and Insurance Assistant to support administrative and coordination activities across risk, compliance, and insurance programs in Santa Clara, California. This Long-term Contract position is ideal for someone who can manage multiple processes, maintain accurate records, and work closely with campus partners, insurance representatives, and internal leadership. The role focuses on keeping key programs organized, compliant, and responsive while helping the Risk Management Office operate efficiently.<br><br>Responsibilities:<br>• Administer daily activities for operational risk programs, including support for driver eligibility reviews and youth protection compliance processes.<br>• Review and process program requests, maintain documentation, and monitor completion of certifications, renewals, and related compliance requirements.<br>• Coordinate training schedules, background screening steps, and required records with internal departments to ensure timely program participation.<br>• Track outstanding compliance items, follow up with stakeholders, and bring policy or eligibility concerns to the attention of risk management leadership.<br>• Manage claims-related administration by organizing intake details, maintaining case documentation, and monitoring status updates across insurance matters.<br>• Act as a point of coordination between campus teams, insurance carriers, and third-party administrators to support clear communication and timely issue resolution.<br>• Assist with insurance program administration by collecting renewal information, preparing supporting materials, and maintaining policy and coverage records.<br>• Help oversee office operations by supporting certificate requests, routing risk-related inquiries, maintaining program files, and guiding student assistants as needed.<br>• Contribute to risk management projects, resource development, and departmental efforts to strengthen procedures and reduce operational exposure.
<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 | Thriving Wealth Management Firm| San Ramon | Hybrid; 2 Days Onsite</strong></p><p> </p><p>A highly regarded, relationship-focused wealth management firm known for its collaborative culture, thoughtful planning approach, and strong leadership. They work closely with individuals and families to deliver personalized financial guidance and are seeking someone eager to grow long-term within the advisory space.</p><p> </p><p>This is a great opportunity for someone who enjoys the analytical side of wealth management and wants hands-on exposure to financial planning in a supportive, women-led environment. The role is primarily planning-focused, with strong mentorship, meaningful growth potential, and the chance to work alongside an impressive advisor and team.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Support financial planning strategies, analyses, and client recommendations </li><li>Build and maintain cash flow projections and planning models </li><li>Review and organize client financial documents and account information </li><li>Manage data within financial planning software, including eMoney </li><li>Prepare meeting materials, investment reviews, agendas, and follow-up items </li><li>Assist with account openings, transfers, money movement, and maintenance requests </li><li>Track client workflows and coordinate with custodians and external partners </li><li>Support ongoing client service and planning initiatives </li><li>Participate in client meetings for development and exposure as needed </li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>We are looking for a reliable Warehouse Associate to join a busy operations team in California. This contract opportunity with permanent potential is ideal for someone at the beginning of their career who wants to build hands-on experience in warehouse support. The position offers a fast-moving environment where consistency, teamwork, and a strong willingness to learn are highly valued.</p><p><br></p><p>Responsibilities:</p><p>• Process incoming deliveries by checking, sorting, and placing materials in the appropriate storage areas.</p><p>• Prepare outbound shipments by selecting items accurately, packaging them securely, and staging them for dispatch.</p><p>• Support dock activity by helping move materials on and off trucks in a safe and efficient manner.</p><p>• Keep the warehouse orderly by maintaining clean workspaces and following established safety practices throughout the shift.</p><p>• Assist with routine stock checks and communicate any quantity issues or inventory irregularities to the appropriate team members.</p><p>• Follow operational procedures and workplace guidelines to help ensure accurate and timely warehouse flow.</p><p>• Contribute to general warehouse operations as needed, including tasks that support logistics and distribution activities.</p>
We are looking for a highly driven Financial Planning & Analysis Manager to play a critical role in supporting financial operations and delivering insightful analysis. In this individual contributor role, you will collaborate across departments to refine financial plans, improve reporting systems, and drive data-driven decision-making. Based in Sausalito, California, this position offers the opportunity to influence key business strategies and enhance organizational profitability.<br><br>Responsibilities:<br>• Lead the annual budgeting process by developing templates, coordinating with department heads, and preparing detailed budget presentations.<br>• Conduct quarterly forecasting exercises, providing actionable insights to senior management.<br>• Ensure data accuracy and integrity while preparing monthly financial reports and developing new reporting tools.<br>• Analyze variances against budgets and prior year results to identify trends and areas for improvement.<br>• Support executive management by assisting in the preparation of board presentations and delivering ad hoc analyses.<br>• Create and maintain data models to design performance metrics and support financial systems.<br>• Evaluate product profitability by analyzing supply chain costs, pricing structures, and brand expenditures.<br>• Provide inventory analysis to identify trends related to expiration, sales forecasting, and margin implications.<br>• Collaborate with sales and marketing teams to develop sales forecasts, monitor performance metrics, and validate regional trends.<br>• Assist in pricing administration and conduct brand spend analysis to optimize market strategies.
We are looking for an accomplished finance executive to lead the accounting and financial direction of a growing wine business in St Helena, California. This position serves as the senior leader for finance, guiding fiscal strategy, strengthening operational performance, and delivering insights that support executive decision-making. The role combines high-level planning with day-to-day leadership across accounting, forecasting, cash management, compliance, and process improvement.<br><br>Responsibilities:<br>• Partner with the President and leadership team to shape financial strategy, evaluate growth opportunities, and support pricing and performance decisions.<br>• Direct core accounting functions, including the general ledger, payables, receivables, inventory valuation, costing, and month-end close activities.<br>• Lead budgeting, forecasting, long-range planning, and scenario analysis to help the business make informed strategic choices.<br>• Deliver meaningful financial analysis to teams across operations, sales, marketing, and hospitality to improve business results.<br>• Oversee cash flow planning, liquidity management, and capital deployment to align resources with company priorities.<br>• Maintain a strong control environment by advancing financial policies, governance practices, and risk management processes.<br>• Manage accurate and timely financial reporting while coordinating effectively with external auditors, tax partners, and regulatory bodies.<br>• Ensure adherence to applicable financial regulations and industry compliance requirements relevant to the wine sector.<br>• Review cost structures and profitability across production, vineyard activities, and sales channels to identify efficiency and margin improvement opportunities.<br>• Lead the finance organization, develop team capability, and evaluate financial systems and technology that improve reporting and operational effectiveness.
We are looking for a skilled Staff Accountant to join a finance team in Sunnyvale, California on a Long-term Contract assignment. This position will play a key role in maintaining accurate general ledger activity, supporting close cycles, and ensuring financial records are complete and well-documented. The ideal candidate brings strong accounting judgment, a careful approach to reconciliations, and the ability to manage recurring deadlines in a fast-moving environment.<br><br>Responsibilities:<br>• Record treasury and cash activity by preparing entries for receipts, transfers, bank charges, interest, and related transactions.<br>• Reconcile monthly bank activity across multiple legal entities, investigate outstanding items, and drive timely resolution of discrepancies.<br>• Create and maintain journal entries and supporting schedules tied to intangible assets and other assigned accounts.<br>• Prepare balance sheet reconciliations and rollforward analyses to support accurate month-end and quarter-end reporting.<br>• Process lease accounting entries and related reconciliations in alignment with internal policy and applicable accounting guidance.<br>• Analyze monthly and quarterly account fluctuations, highlighting notable variances across balance sheet and income statement accounts.<br>• Prepare and upload accruals and other close-related entries while meeting established reporting deadlines.<br>• Assist with internal and external audit requests by organizing schedules, compiling documentation, and responding to follow-up questions.<br>• Contribute to open purchase order reviews, insurance-related accounting activity, and additional projects focused on process improvement.
<p>We are looking for a Facilities Call Center Specialist to support critical service coordination in Menlo Park, California. This Long-term Contract position is ideal for someone who can manage emergency and routine calls with accuracy, sound judgment, and a calm, detail-oriented approach. The role serves as a central point of communication for facilities and security-related requests, ensuring timely dispatch, clear documentation, and consistent shift-to-shift coordination.</p><p><br></p><p>Responsibilities:</p><p>• Monitor incoming radio and phone communications, assess urgency, and coordinate the appropriate response when safety or operational issues arise.</p><p>• Gather complete details from callers, including location, incident type, and relevant conditions, and document the information accurately in the designated work order system.</p><p>• Dispatch facilities, security, or other response teams based on the nature of each request and follow through to support timely resolution.</p><p>• Maintain precise service records, log updates, and work order notes to ensure all activity is tracked clearly and consistently.</p><p>• Review active workflows throughout the shift to confirm that emergency and non-emergency requests are handled efficiently and according to established procedures.</p><p>• Prepare routine operational reports using standard office software such as Microsoft Word and Excel.</p><p>• Communicate important updates, unresolved issues, and emerging concerns to incoming team members during shift handoff.</p><p>• Work closely with supervisors, responders, and partner departments to support coordinated action and effective communication across operations.</p>
<p>We are looking for a Patient Access Rep to support front-end registration and admission activities for a healthcare setting in Palo Alto, California. This Long-term Contract opportunity is well suited for someone who enjoys helping patients, managing administrative details accurately, and delivering strong service in a fast-paced environment. In this role, you will assist with intake documentation, payment collection, insurance verification support, and routine patient questions while maintaining compliance and productivity standards.</p><p><br></p><p>Responsibilities:</p><p>• Complete patient registration and admission tasks with accuracy, ensuring records and supporting documents are properly entered and maintained.</p><p>• Collect point-of-service payments securely and document transactions in accordance with billing and compliance expectations.</p><p>• Review available insurance information and other financial resources to help support appropriate coverage and payment processing.</p><p>• Respond to routine patient questions and concerns with professionalism, resolving straightforward issues and escalating complex matters when needed.</p><p>• Prepare and obtain required forms and documentation to support admission, billing, and regulatory requirements.</p><p>• Develop working knowledge of common insurance plans, coverage guidelines, and patient access procedures used in daily operations.</p><p>• Track individual productivity goals and key performance measures while following departmental priorities and service standards.</p><p>• Support patient access operations across assigned functional areas as business needs require during rotating shifts.</p><p><br></p><p><strong><u>This facility is open 24/7 so you will need to be flexible on scheduling</u></strong></p><p>Shifts may vary:</p><p>Morning shifts: 0700-0930</p><p>Afternoon shifts: 1200-1300</p><p>Evening shifts: 1700 - 1900</p><p>And weekend availability is preferred.</p>
We are looking for a Software Engineer to join a collaborative engineering team in Burlingame, California, supporting the design and delivery of modern cloud-based solutions. This Long-term Contract position offers the opportunity to shape scalable services, contribute to architecture decisions, and build reliable integrations between field operations and business systems. The role suits an engineer who enjoys hands-on development, cross-functional collaboration, and creating practical software solutions that can evolve with changing product needs.<br><br>Responsibilities:<br>• Lead the design and implementation of scalable software components across data processing, backend services, and orchestration layers.<br>• Build and enhance cloud-native applications that support the exchange of information between operational platforms and business systems.<br>• Create, document, and maintain APIs and microservices that connect devices, applications, and distributed services.<br>• Develop web-based interfaces and service-to-service workflows by integrating with cloud API endpoints.<br>• Investigate production issues, resolve technical problems, and improve overall platform stability and performance.<br>• Participate in design discussions, code reviews, and testing activities to maintain high engineering standards.<br>• Partner with architects, engineers, and business stakeholders to evaluate feature requests, estimate delivery effort, and validate solutions.<br>• Support field validation efforts by working with cross-functional teams to test and refine software in live construction environments.<br>• Mentor less experienced engineers and promote strong collaboration, sound development practices, and continuous improvement within the team.
We are looking for a Customer Success Specialist to join a wholesale distribution team in Rohnert Park, California. This Long-term Contract position is ideal for someone who enjoys balancing customer communication, shipment coordination, and hands-on administrative support in a fast-moving environment. The role focuses on preparing client materials, keeping distribution activities organized, and ensuring questions from customers are handled promptly and professionally.<br><br>Responsibilities:<br>• Assemble and prepare sample packages for client and prospect requests, making sure each shipment is complete, accurate, and professionally presented.<br>• Coordinate outgoing deliveries by arranging packaging, shipment processing, and tracking activities to support on-time distribution.<br>• Maintain detailed records of orders, shipment activity, and customer interactions so information remains current and easy to access.<br>• Monitor stock levels for sample kit components and request replenishment materials before supplies run low.<br>• Answer inbound customer calls and emails, resolve routine questions, and direct more complex matters to the appropriate team members.<br>• Work closely with internal partners to support smooth fulfillment of requests and a consistent customer experience.<br>• Review shipping and packaging details carefully to reduce errors and support quality service standards.
Robert Half is seeking a Business Systems Analyst IV to support and enhance Workday Financials, HCM, and Payroll, with a strong emphasis on Time Tracking, Absence, AP, AR, and General Ledger. This role will lead cross-functional initiatives, drive system improvements, and support integrations in a 100% remote environment (working 8 AM–5 PM PT; open to PT or MT candidates). <br> Key Responsibilities Serve as a senior SME for Workday across Financials and HCM (Time Tracking, Absence, AP/AR, GL). Lead and support integrations, including troubleshooting, enhancements, and post-production support. Partner with business and IT stakeholders to gather requirements, define solutions, and deliver system improvements. Review and guide functional design, system configuration, and process optimization. Provide reporting and status updates to leadership, including risks, timelines, and outcomes. Translate business needs into detailed specifications, process flows, and test plans. Lead cross-functional teams through SDLC lifecycle activities, including implementation and support. Ensure systems and processes are scalable, efficient, and aligned to business objectives. Mentor entry level analysts and support overall team effectiveness.
<p>Apply here and message me on LinkedIn for immediate consideration - Jeffrey Abrams</p><p><br></p><p>My client is a boutique early-stage venture capital firm based in San Francisco. They make investments in software, AI, infrastructure, fintech, developer tools, healthcare tech, and crypto/blockchain-related companies. They intentionally stay small with ~15 employees and around $1B+ AUM. Very relationship-driven culture rather than institutional “mega fund” bureaucracy. Their portfolio includes recognizable venture-backed companies, some with <strong>recent very successful exits</strong>.</p><p><br></p><p><strong>The Environment and culture is -</strong></p><ul><li>Kind and values based</li><li>Lean team, will report to Director of Finance (an exceptional person to work with - bright, understanding, a true business partner)</li><li>High ownership</li><li>Fast-moving</li><li>Founder focused</li><li>Significant operational breadth - You will work closely with Partners, Fund Admin, Audit & Tax, LP’s for reporting and portfolio analysis and monitoring.</li></ul><p>They will value someone who can handle:</p><ul><li>Capital calls, Distributions, Waterfall allocations, Management fee calculations, Carried interest tracking, Quarterly NAVs, Financial statement review, GP/LP allocations</li><li>SPVs, SAFEs and convertible notes, Valuation support for illiquid investments, Portfolio company financing events, Crypto/digital asset exposure (possibly), Co-invest vehicles</li><li>Process building, automation mindset, vendor management, audit coordination, and improving reporting workflows are all highly valued.</li></ul><p>Career upsides:</p><ul><li>Exposure to top-tier venture ecosystem</li><li>Direct interaction with partners</li><li>Visibility into startup investing and portfolio construction</li><li>Broader responsibility than at a giant asset manager</li><li>Opportunity to modernize finance infrastructure</li><li>Strong compensation upside as the platform keeps growing</li></ul><p><br></p>
We are looking for an experienced Senior Accountant to join a finance team in California. This long-term contract opportunity is ideal for an accounting specialist who can manage core reporting activities, maintain ledger accuracy, and support a timely close process. The role works closely with finance leadership to strengthen reporting quality, uphold accounting standards, and improve day-to-day financial operations.<br><br>Responsibilities:<br>• Drive monthly and year-end close activities by preparing schedules, reviewing results, and helping ensure accurate financial reporting deadlines are met.<br>• Complete detailed reconciliations across balance sheet accounts and major subledgers, including payables, receivables, inventory, fixed assets, and deposit accounts.<br>• Prepare and review journal entries with clear supporting documentation while maintaining proper account classification within the general ledger.<br>• Track accruals, deferrals, and other adjusting entries to support accurate period-end financial results.<br>• Produce recurring internal financial reports as well as special analyses requested by finance leadership.<br>• Partner with accounting, IT, and external consultants to support the rollout of a new ERP platform, including validation of converted financial data and reconciliation of legacy balances.<br>• Participate in testing financial system modules, document issues, and assist with follow-up actions to support a successful implementation and stabilization period.<br>• Work cross-functionally with operations, payroll, AP/AR, project teams, shared services, and warehouse personnel to resolve accounting discrepancies and support inventory count reporting.<br>• Contribute to budgeting, forecasting, process documentation, and continuous improvement of accounting controls and procedures.
<p><strong>Step Into a Lead Planner Role — Real Client Exposure, Real Growth</strong></p><p>Jennifer Fukumae with Robert Half is working with a high-performing, independent Registered Investment Advisor managing over $1B+ for a concentrated group of high-net-worth families. With strong recent growth and a collaborative team model, <strong>this is an ideal seat for someone ready to take ownership in the planning process and move toward a Lead Advisor path.</strong></p><p> </p><p>If you’re interested in this Wealth Advisor opportunity, reach out to Jennifer Fukumae on LinkedIn to begin the conversation.</p><p> </p><p><strong>What You’ll Own</strong></p><ul><li>Partner directly with senior advisors in client meetings and relationship management</li><li>Translate client goals and financial data into comprehensive planning strategies</li><li>Build and refine financial plans, investment frameworks, and client deliverables</li><li>Collaborate across investments, planning, and client service teams to execute strategies</li><li>Support implementation—working alongside CPAs, attorneys, and other external partners</li><li>Prepare polished presentations and communications for clients and prospects</li><li>Help enhance internal systems, workflows, and planning tools</li></ul>
<p>Please apply here and message me in LinkedIn for immediate consideration - Jeffrey Abrams</p><p><br></p><p>An established and highly respected private wealth management firm is seeking a Client Associate or Senior Client Associate to join a growing advisory team serving successful individuals, families, executives, and business owners. This is more than a traditional client service role. It is an opportunity to gain hands-on exposure to sophisticated wealth management, work alongside experienced advisors managing complex client relationships, and build the foundation for a long-term career in the advisory profession.</p><p><br></p><p>If you're passionate about financial planning, investments, client relationships, and professional growth, you'll find this environment encourages continuous learning, mentorship, and advancement.</p><p><br></p><ul><li>Direct exposure to high-net-worth and ultra-high-net-worth clients</li><li>Opportunity to work closely with experienced Wealth Advisors and Portfolio Managers</li><li>Clear professional development path with increasing responsibility</li><li>Collaborative, team-oriented culture with strong mentorship</li><li>Significant investment in employee growth and education</li><li>Outstanding retirement program and comprehensive benefits package</li><li>Beautiful San Francisco office and flexible hybrid work environment</li></ul><p>As a Client Associate, you'll serve as a trusted partner to both clients and advisors, helping deliver an exceptional client experience while developing a deep understanding of wealth management operations, investment administration, and relationship management.</p><p>You'll become a key contributor to the advisory team, supporting client relationships, coordinating account activity, solving client needs, and ensuring operational excellence across a diverse range of financial planning and investment matters.</p><p>This role is ideal for someone who enjoys working directly with clients, thrives in a fast-paced environment, and aspires to grow into broader advisory responsibilities over time.</p>
<p>We are looking for a dynamic and experienced HR Director to join a well-respected organization in Santa Rosa, Ca. This role is integral to providing strategic leadership and overseeing all aspects of human resources operations.</p><p>Contact Robyn directly for more information 707.387.0299 </p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Oversee day-to-day HR operations, ensuring efficiency, consistency, and strong internal support</li><li>Ensure compliance with all employment laws, policies, and proper recordkeeping practices</li><li>Partner closely with Finance and other departments to align on organizational priorities</li><li>Lead employee relations efforts, addressing concerns and resolving issues effectively</li><li>Manage compensation structures and benefits programs to remain competitive and equitable</li><li>Collaborate with payroll to maintain accuracy and integrity of employee data and processing</li><li>Direct talent acquisition efforts, including workforce planning and recruitment strategies</li><li>Drive performance management processes and support employee development initiatives</li><li>Design and implement training and leadership development programs</li><li>Identify opportunities for process improvement and lead continuous improvement efforts</li><li>Act as a strategic advisor to leadership, aligning HR initiatives with overall business objectives</li></ul><p><br></p><p><br></p>
<p>Boutique Wealth Management Firm | <em>2 days on-site / 3 days from home!</em></p><p><br></p><p>A growing boutique wealth management firm with family values, excellent tenures, and an outstanding client retention record is seeking a Client Service Associate or Senior Associate to support they high-net-worth individuals and family clients. This firm delivers customized investment management and financial planning with a strong fiduciary, relationship-driven approach.</p><p><br></p><p>This is an excellent opportunity for someone who thrives in a high-touch advisory environment and enjoys owning client experience from onboarding through ongoing support. This role has room to grow into greater responsibilities over time and fosters long-term career opportunities and trajectory.</p><p><br></p><p>Key Responsibilities</p><ul><li>Serve as a primary point of contact for high-net-worth clients</li><li>Manage new client onboarding and account setup</li><li>Prepare materials for client meetings and handle follow-up</li><li>Support financial planning and portfolio servicing processes</li><li>Coordinate with custodians, accountants, and attorneys</li><li>Process account maintenance, cash movements, and service requests</li><li>Maintain accurate client records in CRM and custodial platforms</li><li>Assist clients with online access and platform navigation</li><li>Proactively anticipate client needs and deliver thoughtful solutions</li></ul><p><br></p>