<p><strong>Senior Project Manager – Information Technology</strong></p><p>We are seeking an experienced Senior Project Manager to lead strategic IT initiatives in a fast‑moving, complex environment. This role requires a seasoned Project Manager with a strong track record delivering large‑scale technology projects from concept through deployment while aligning outcomes with organizational and executive priorities. You will oversee major enterprise rollouts including ERP, BI/Analytics, SaaS platforms, and custom applications supporting 2k+ users. The Senior Project Manager works closely with technical teams, business stakeholders, and senior leadership to ensure clarity, alignment, and successful execution.</p><p> </p><p>Open to 100% remote for candidates in PST, MST and CST. Will need to work PST hours</p><p><br></p><p><strong>Functions </strong></p><ul><li>Lead end‑to‑end lifecycle management for complex IT development and deployment initiatives.</li><li>Oversee enterprise‑scale implementations across ERP, analytics, SaaS, and custom applications.</li><li>Align technical teams, business units, and executive leadership to ensure successful delivery.</li><li>Manage scope, resources, schedules, budgets, and risks across multiple concurrent projects.</li><li>Track, optimize, and report on IT performance metrics while driving continuous service‑delivery improvements.</li><li>Serve as the communication bridge between technical and non‑technical stakeholders.</li><li>Validate all deliverables for business requirements, regulatory compliance, and operational readiness.</li><li>Support transformation initiatives that mature IT operations and enhance delivery capabilities.</li><li>Perform adhoc as needed</li></ul><p> </p><p> </p><p><br></p><p><br></p>
<p>We are seeking a hands-on Workday Project Manager/Consultant with proven public sector Workday experience. This individual will actively support testing cycles and go‑live preparation, partnering directly with internal teams to keep the implementation moving forward.</p><p>This role will be a 4–5-month contract.</p><p><br></p><p>Responsibilities</p><ul><li>Lead daily project management activities across unit testing, end‑to‑end testing, and transition-to-go-live efforts.</li><li>Participate in cross-functional meetings and drive issue resolution across Finance, Payroll, and related workstreams.</li><li>Track and manage all dependencies between Finance and Payroll to maintain alignment and prevent delays.</li><li>Provide functional, hands-on Workday Finance support in areas such as:</li><li>Financial Accounting</li><li>Projects</li><li>Grants</li><li>Procurement</li><li>Workday Strategic Sourcing</li><li>Collaborate with SMEs to manage tasks, identify risks, track decisions, and follow through on action items.</li><li>Support validation of integrations, security, cashiering, and customer account processes.</li><li>Contribute to testing documentation, job aids, and knowledge-transfer materials.</li><li>Communicate with consistency and professionalism, remaining steady and collaborative under pressure.</li></ul><p><br></p>
<p>Robert Half Management Resources is looking for an experienced Workday Financials Project Manager to lead a critical implementation for one of our clients on an interim basis. This long-term contract position offers the opportunity to shape key financial systems and processes, utilizing your expertise in Workday ERP solutions. Located in San Ramon, California, this role involves collaboration with cross-functional teams and stakeholders to deliver impactful results.</p><p><br></p><p><u>Responsibilities:</u></p><p>• Oversee the design, configuration, and testing of Workday Financials modules, including General Ledger, Accounts Payable, Accounts Receivable, and Asset Management.</p><p>• Partner with stakeholders to analyze business needs and translate them into optimized Workday financial processes.</p><p>• Manage all phases of the implementation lifecycle, from planning and data conversion to testing and post-production support.</p><p>• Provide strategic guidance and recommend best practices to ensure successful deployment and avoid common challenges.</p><p>• Collaborate with integration and reporting teams to align functional designs with technical requirements.</p><p>• Lead functional workstreams to ensure timely and accurate execution of project goals.</p><p>• Develop and implement solutions that enhance financial operations and ensure compliance with organizational standards.</p><p>• Facilitate cross-departmental communication to ensure seamless integration of Workday Financials with existing systems.</p><p>• Identify risks and develop mitigation strategies to ensure project success.</p><p>• Deliver training and support to end-users, ensuring smooth adoption of new systems.</p>
<p>Proofreader (English & Malay) – Short-Term Remote Contract</p><p><br></p><p>Our company is seeking a detail-oriented Proofreader for a 1–3 day remote contract assignment. The successful candidate will review documents in both English and Malay for grammatical accuracy, clarity, and consistency. This role requires proficiency in Microsoft Word and the ability to access and review online content.</p><p><br></p><p>Responsibilities:</p><ul><li>Proofread and edit documents in English and Malay, ensuring accuracy and consistency.</li><li>Review content for grammar, punctuation, spelling, and formatting errors.</li><li>Provide feedback and corrections directly in Word Documents.</li><li>Access websites to verify and cross-reference information as needed.</li><li>Meet tight deadlines while maintaining high attention to detail.</li></ul><p><br></p>
<p><strong>About the Project</strong></p><p>Our client, a mission-driven organization in the nonprofit sector, is seeking an experienced IT Project Manager to lead several high‑impact technology initiatives focused on modernizing our infrastructure, improving security, and supporting agency‑wide digital transformation. This individual will play a critical role in driving cross‑functional coordination, ensuring successful deployment of new systems, and supporting end‑users throughout each implementation. The ideal candidate is detail‑oriented, highly organized, and skilled at working directly with business stakeholders, technical teams, and end users across multiple locations.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>The Project Manager will lead key technology initiatives focused on system cleanup, security enhancements, and implementing Single Sign-On (SSO) across critical applications.</li><li>This role requires strong coordination with technical teams, business stakeholders, and end users to ensure smooth deployment, clear communication, and effective adoption of updated systems and security standards.</li><li>Primary responsibilities include managing two major projects: the migration of all agency locations from the Comcast phone system to Microsoft Teams Voice, and partnering with Finance leadership to implement a new budgeting SaaS tool.</li><li>The Project Manager will oversee timelines, user engagement, vendor coordination, and rollout activities for both initiatives, working closely with the new CFO and Director IT to ensure successful delivery and transition.</li></ul>
<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 highly organized and proactive Business Development Specialist to join our team in Stockton, California. In this long-term contract role, you will provide vital administrative support to the Business Development and Recruitment department, ensuring seamless coordination in recruitment and growth initiatives. This position offers an exciting opportunity to contribute to the expansion of our healthcare network by supporting diverse projects and fostering strong relationships across the organization.</p><p><br></p><p>Responsibilities:</p><p>• Coordinate and schedule meetings, physician visits, and travel arrangements to facilitate effective recruitment and development efforts.</p><p>• Maintain accurate and organized records for all physician searches and recruitment activities.</p><p>• Support resident retention and recruitment initiatives by planning and executing events, presentations, and meetings.</p><p>• Collaborate with team members to manage multiple priorities and ensure the smooth execution of ongoing projects.</p><p>• Serve as a key point of contact for administrative tasks within the Business Development and Physician Recruitment department.</p><p>• Utilize advanced skills in Microsoft Office and Google applications to enhance efficiency and productivity.</p><p>• Contribute to the development of strategies aimed at expanding the medical network and improving physician engagement.</p><p>• Assist with financial and accounting tasks related to recruitment and business development activities.</p><p>• Drive diversity recruitment efforts to support the organization’s commitment to inclusivity and excellence.</p><p>• Provide performance management and employee relations support to ensure a collaborative and effective work environment.</p>
<p>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE INFORMATION</p><p><br></p><p>PROJECT ACCOUNTANT</p><p>100K-120K+BONUS+BONUS SHARING+FULLLY PAID BENEFITS</p><p><br></p><p>Project Accountant for a growing/stable company with excellent benefits and good work/life balance. This position will have an opportunity to learn (Controller will train) GL, Month-end Close, Financial Analysis. This company also offers excellent benefits: competitive salary plus bonus, profit sharing, fully paid benefits and 100% 401k match.</p><p><br></p><p>Position Overview</p><p>The Project Accountant is responsible for the financial processing of our projects. This includes managing AIA contract progress billings, tracking incoming invoices, and ensuring all payments are paid timely and posted accurately. As the Project Accountant you will communicate with clients, vendors, subcontractors, and our project management team to ensure the project’s financial procedures are on track from start to finish.</p><p>Job Responsibilities</p><ul><li>Process AIA billings and change orders, ensuring accuracy and timely submission.</li><li>Review and analyze job cost reports, making necessary corrections to maintain financial accuracy.</li><li>Process subcontractor and supplier lien releases in compliance with contract terms.</li><li>Release subcontractor invoices for payment after verifying approvals and supporting documentation.</li><li>Set up and maintain job accounting files for assigned projects, ensuring proper documentation and organization.</li><li>Track insurance and bond information for all subcontractors.</li><li>Process labor and expense transfers as necessary</li><li>Set up and maintain projects in Spectrum in accordance with contract requirements; read and interpret contracts for accounting and invoicing implications</li><li>Prepare and distribute monthly billing report to Project Managers</li><li>Ensure labor and expenses posted to project comply with the contract</li><li>Ensure that accurate and complete invoice packages are submitted to the client in a timely manner including all applicable back-up required by the client</li><li>Respond to internal and external clients promptly in a confident and professional manner; investigate issues, problem solve, and communicate resolution clearly and articulately</li><li>Follow-up with clients to confirm receipt of invoices and regarding payment status of open invoices; partner with Project Manager to resolve collection issues</li><li>Maintain communication with in-house project teams for percentages of base contract and change order work when preparing AIA billings.</li><li>Record payments and EFT transactions into accounting system.</li><li>General Accounting duties as required (assist in month end closing, general ledger entries and Balance Sheet reconciliations.)</li></ul><p><br></p><ul><li><br></li></ul><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>We are looking for a dedicated Property Manager to oversee the efficient operation and management of commercial real estate properties in San Francisco, California. In this contract position, you will be responsible for maintaining high standards of tenant satisfaction, managing budgets, and ensuring compliance with all operational procedures. This role is ideal for someone who is detail oriented, possesses strong organizational skills, and has expertise in commercial property management.</p><p><br></p><p>Responsibilities:</p><p>• Supervise onsite staff and external vendors to ensure operations run smoothly and efficiently.</p><p>• Oversee property inspections and coordinate maintenance tasks while monitoring vendor performance.</p><p>• Develop and manage budgets, including variance reporting, accruals, and reconciliations.</p><p>• Build strong tenant relationships by conducting meetings, addressing concerns, and ensuring satisfaction.</p><p>• Lead and mentor team members, providing guidance and cross-training to enhance their skills.</p><p>• Monitor lease compliance and maintain accurate documentation for contracts and tenant records.</p><p>• Implement emergency preparedness plans, conduct drills, and manage incident reporting.</p><p>• Coordinate tenant improvements and assist with project management initiatives.</p><p>• Prepare operational reports, reforecasts, and annual budgets to support financial planning.</p><p>• Ensure compliance with insurance requirements for tenants and vendors.</p><p><br></p><p><br></p><p><br></p><p>** If you're interested in this position, please apply to this position and contact Julia Henderson at julia.henderson - at - roberthalf - .com with your word resume and reference job ID# 00410-0013370298 **</p><p><br></p>
<p>Michelle Espejo with Robert Half Financial Services is recruiting for an <strong>Accounting Manager </strong>at a Well-Established <strong>Real Estate firm</strong>. This is a full-time permanent role based in <strong>Berkeley </strong>with a <strong>Hybrid</strong> schedule.</p><p> </p><p>This is your chance to step into a <strong>high-impact role </strong>at a company known for turning complex sites into vibrant, mixed-use communities. Every project is different, offering variety, visibility, and the opportunity to shape real change. You’ll own the numbers on major developments, work alongside sharp, collaborative teams, and play a key role in driving process improvements. If you're looking for <strong>stability, and the chance to grow with a team that truly values your ideas, this is it.</strong></p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Manage job cost accounting and enforce budget controls</li><li>Lead monthly cost meetings and support project cash flow planning</li><li>Collaborate with project teams to forecast funding needs and manage closeouts</li><li>Review contracts and ensure compliance with internal policies</li><li>Drive process improvements and improve reporting tools</li><li>Prepare audit materials and support annual budgets and forecasts</li><li>Handle vendor setup, accruals, and cost reallocations</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 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>BOOKKEEPER/OFFICE MANAGER</strong></p><p><strong>85K-100K + benefits</strong></p><p><br></p><p>Real estate investment/property management company is seeking a Bookkeeper/Office Manager to join their team. Ideally candidate would come from a small company where he/she can wear multiple hats, handle all office administrative but can also help with some accounting and HR functions. </p><p>Responsibilities:</p><p>•Oversees and manages the daily activities of office to ensure efficient operations, service delivery and expense control</p><p>•Manages record-keeping, databases and archives of relevant records, document preparation, mail distribution, reception, bill or invoice processing, maintenance services, technical support, project coordination/ scheduling, and other related internal operations</p><p>•Oversees the selection of and management of vendor and supplier relationships, purchase of products and services to ensure that they efficiently and effectively provide needed resources within budgetary limits</p><p>•Performs AR/AP tasks while tracking costs and monitoring budget</p><p>•Provides day-to-day oversight and assistance with carrying out various HR functions critical to company, including recruiting, onboarding, leave and attendance tracking, evaluation, employee relations, health and safety, compensation, benefits, coaching, training, diversity, employee engagement, payroll and employee records</p><p>•Provides administrative and clerical support, including word processing, spreadsheets, maintenance of office supply inventory and equipment maintenance, etc.</p><p><br></p>
<p>We are looking for a detail-oriented Accounting and Compliance Coordinator to join our team in Oakland, California. In this role, you will manage essential accounting tasks, ensuring accuracy in financial transactions and compliance with organizational policies. The ideal candidate will have strong organizational skills and experience in accounts payable, accounts receivable, and data entry.</p><p><br></p><p>Responsibilities:</p><ul><li>Process invoices by collecting PODs/receipts, obtaining field approvals, verifying contract compliance and project completion, coding invoices, and routing for final approval and payment.</li><li>Maintain vendor records, including credit status, authorized purchasers, contacts, and required shipping documentation.</li><li>Prepare and manage contract packages, ensure required compliance documents are current, coordinate with consultants, track pre-liens, and prepare and execute change orders.</li><li>Enter and review all construction transactions in the CCR database with Construction staff.</li><li>Track, value, and record construction-related Gifts in Kind and warehouse inventory, and prepare annual inventory and valuation reports for Finance.</li></ul>
<p>Property Manager</p><p><br></p><p>Full-time/Direct Hire</p><p>Come join a long standing Real Estate property management company. Responsibilities include: Phone presence and speaking with tenants and owners, promotions at properties, Draft Contracts, Records Management, Vendor Relations, Lease agreements & renewals, Tenant correspondence, Legal Documentation, work with vendors for any renovations, property inspections etc. , Administrative Tasks, Photocopying/Scanning documents, Microsoft Excel</p>
<p>We are looking for a dedicated Staff Accountant to join our team in Solano County, California. This role is ideal for someone who is detail-oriented, thrives in a dynamic environment, and enjoys contributing to accurate financial reporting and process improvement. The successful candidate will manage various accounting functions, including reconciliations, audits, and month-end close activities, while supporting project and administrative tasks.</p><p><br></p><p>Responsibilities:</p><p>• Handle comprehensive accounting tasks such as maintaining the general ledger, preparing journal entries, and performing account reconciliations.</p><p>• Execute month-end and year-end closing procedures to ensure accurate financial statements.</p><p>• Assist in documenting and monitoring internal controls to support compliance and efficiency.</p><p>• Conduct audits of financial accounts and reports, providing necessary information for external and internal reviews.</p><p>• Manage Accounts Payable and Accounts Receivable processes, including invoice handling, vendor coordination, and collections.</p><p>• Track and maintain project costs, ensuring proper documentation for construction-related initiatives.</p><p>• Support project management activities by organizing files, tracking change orders, and coordinating with vendors or subcontractors.</p><p>• Collaborate with team members to ensure financial processes align with organizational goals.</p><p>• Utilize accounting software, such as Sage 300, to streamline reporting and data management.</p>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Relationship Manager | 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>Position Summary</p><p><br></p><p>Colleen McAuliffe from Robert Half is seeking an Office Coordinator/ Administrator for a Consumer Products business </p><p><br></p><p>The Office Coordinator plays a key role in ensuring smooth day-to-day office operations while providing critical administrative and sales support. This position serves as a central point of coordination between internal teams, new hires, and the sales organization. The ideal candidate is highly organized, proactive, and thrives in a fast-paced, collaborative environment.</p><p><br></p><p>Key Responsibilities</p><p><strong>Office & Administrative Operations</strong></p><ul><li>Manage front office operations, including phones, mail, office supplies, and vendor coordination</li><li>Maintain organized digital and physical filing systems</li><li>Support leadership with scheduling, meeting coordination, and general administrative tasks</li><li>Assist with internal communications and office-wide initiatives</li></ul><p><strong>Sales & Internal Support</strong></p><ul><li>Provide administrative support to the sales team, including order processing, documentation, and CRM updates</li><li>Prepare sales materials, presentations, proposals, and internal reports</li><li>Act as a liaison between sales, operations, and customer service to ensure timely follow-up and execution</li><li>Track sales requests and ensure deadlines are met</li></ul><p><strong>Sample Program Management</strong></p><ul><li>Manage the company’s sample inventory, including tracking, replenishment, and organization</li><li>Coordinate sample requests, shipments, returns, and documentation</li><li>Maintain accurate records of sample usage and availability</li><li>Partner with sales and operations to ensure samples are delivered on time and in alignment with sales priorities</li></ul><p><strong>New Employee Onboarding</strong></p><ul><li>Coordinate onboarding logistics for new hires, including workspace setup, equipment, system access, and welcome materials</li><li>Partner with HR and hiring managers to ensure a smooth and consistent onboarding experience</li><li>Serve as a point of contact for new employees during their first weeks</li></ul>
<p><strong>Executive Assistant </strong></p><p>The trusted partner to leadership — managing complex schedules, driving organization, and ensuring seamless communication across the executive team. This role anticipates needs, supports high‑impact priorities, and keeps operations running with precision and professionalism.</p><p><br></p><p><strong>Top 4 Skills</strong></p><ul><li><strong>Executive Calendar & Prioritization</strong> — Manages complex schedules, shifting priorities, and high‑volume meeting coordination.</li><li><strong>Communication & Stakeholder Liaison</strong> — Interfaces with internal teams, clients, and external partners with clarity and executive presence.</li><li><strong>Project & Deadline Management</strong> — Tracks initiatives, prepares materials, and ensures timely follow‑through on key deliverables.</li><li><strong>Problem‑Solving & Anticipation</strong> — Identifies needs ahead of time, resolves issues quickly, and supports executives proactively.</li></ul><p><br></p>
<p><strong>Workplace Manager — Startup Environment (Bilingual Portuguese Required)</strong></p><p><strong>Daily Duties</strong></p><ul><li>Oversee daily office operations, including facilities coordination, vendor management, and ensuring a seamless workplace experience in a fast‑paced startup environment.</li><li>Manage space planning, office moves, onboarding logistics, security access, and health/safety protocols.</li><li>Serve as the primary point of contact for employees and leadership, resolving issues quickly and maintaining a high‑functioning workspace.</li><li>Support cross‑functional teams by streamlining processes, improving operational efficiency, and implementing scalable workplace programs.</li></ul><p><br></p>
<p><strong>Executive Assistant </strong></p><p>The trusted partner to leadership — managing complex schedules, driving organization, and ensuring seamless communication across the executive team. This role anticipates needs, supports high‑impact priorities, and keeps operations running with precision and professionalism.</p><p><br></p><p><strong>Top 4 Skills</strong></p><ul><li><strong>Executive Calendar & Prioritization</strong> — Manages complex schedules, shifting priorities, and high‑volume meeting coordination.</li><li><strong>Communication & Stakeholder Liaison</strong> — Interfaces with internal teams, clients, and external partners with clarity and executive presence.</li><li><strong>Project & Deadline Management</strong> — Tracks initiatives, prepares materials, and ensures timely follow‑through on key deliverables.</li><li><strong>Problem‑Solving & Anticipation</strong> — Identifies needs ahead of time, resolves issues quickly, and supports executives proactively.</li></ul><p><br></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>We are looking for a detail-oriented Accountant to join our team in the Contra Costa County. In this Contract to permanent role, you will play a key part in managing financial aspects of client projects, including billing, reporting, and collaborating with project managers across multiple offices. This position offers an opportunity to work in a dynamic and collaborative environment that values growth and teamwork.</p><p><br></p><p>Responsibilities:</p><p>• Oversee client billing processes, ensuring compliance with contractual terms and timely updates within the system.</p><p>• Conduct regular project reviews and generate detailed financial reports according to established schedules.</p><p>• Collaborate with project managers and coordinators across offices to ensure financial accuracy and alignment.</p><p>• Review and manage contractual billing terms, making necessary adjustments to maintain accuracy.</p><p>• Utilize advanced Excel functions, such as formulas, pivot tables, and V-lookups, to analyze financial data.</p><p>• Support monthly billing cycles and financial reporting tasks, maintaining accuracy and timeliness.</p><p>• Assist with account reconciliations and ensure adherence to financial procedures.</p><p>• Provide insights and recommendations to improve project accounting processes.</p><p>• Ensure compliance with organizational and industry standards in all financial activities.</p>
<p><strong>Natalie Lue with Robert Half is recruiting for an HR Manager . This is a full-time permanent role based in San Francisco with a hybrid/onsite schedule.</strong></p><p> </p><p>About the Role</p><p>This role encompasses HR functions that are critical to the smooth operation of our firm, from maintaining compliance to employee relations and performance management. You'll thrive on building strong relationships with staff, ensuring their well-being, and supporting strategic HR functions tailored to a legal-services environment.</p><p> </p><p>Responsibilities</p><p><em> </em></p><p><em>Employee Relations and Well-Being</em></p><ul><li>Actively check in with staff, fostering a supportive environment to ensure team members feel heard and valued.</li><li>Maintain positive employee relationships and resolve issues promptly to support workplace satisfaction and retention</li></ul><p><em> </em></p><p><em>Policy and Handbook Management</em></p><ul><li>Manage, update, and enforce the firm’s Employee Handbook to ensure alignment with best practices, current employment laws, and established firm policies.</li><li>Collaborate with the Management Committee and other stakeholders for policy updates and approvals.</li><li>Ensure accessibility and usability of the handbook for all employees.</li></ul><p><em> </em></p><p><em>Performance Evaluation Program</em></p><ul><li>Maintain and actively manage performance evaluation processes tailored to attorneys, staff, and partners.</li><li>Manage systems like Microsoft Forms to ensure seamless execution of reviews.</li></ul><p> </p><p><em>HR Administration and Compliance</em></p><ul><li>Oversee HR functions specific to legal firms, ensuring adherence to industry-standard policies and procedures.</li><li>Build and maintain strong collaborations with the firm’s Hiring Committees in talent acquisition processes.</li></ul><p> </p><p><em>Benefits Administration</em></p><ul><li>Liaise with the Benefits Broker to ensure comprehensive employee benefits administration.</li></ul><p> </p><p><strong>*Contact <u>Natalie Lue via LinkedIn or email</u> for additional info and immediate consideration. </strong></p><p> </p>
<p>Jeff Abrams with Robert Half is looking for an experienced Financial Reporting Manager to join his client team. This role is integral to ensuring the accuracy and timeliness of financial reporting, compliance, and operations for specialized funds, including private equity and royalty income funds. The ideal candidate will bring expertise in fund accounting and a proactive approach to managing complex financial processes.</p><p><br></p><p>Responsibilities:</p><p>• Oversee the activities of external fund administrators, ensuring accurate accounting and investor reporting.</p><p>• Lead the preparation and review of quarterly financial statements and coordinate external audits with auditors.</p><p>• Manage regulatory filings across various jurisdictions, ensuring compliance with applicable laws and standards.</p><p>• Analyze complex equity accounting processes and provide detailed reviews to support financial accuracy.</p><p>• Assist the Fund Controller in developing and maintaining financial planning and analysis for the funds.</p><p>• Supervise operational tasks such as capital calls, distributions, income allocations, expense management, and cash forecasting.</p><p>• Collaborate with Treasury teams to handle investment funding, portfolio collections, expense allocations, and fair valuations.</p><p>• Review and maintain documentation for investment cost measurement, royalty income recognition, and cost relief calculations.</p><p><br></p><p>If you're interested in this opportunity, please reach out to Jeff Abrams via LinkedIn </p>
