Add your latest resume to match with open positions.

79 results for Office Services Specialist in Modesto, CA

Front Desk Coordinator

Walnut Creek, CA
onsite
Temporary / Contract
25.00 - 27.00 USD / Hourly
Robert Half client is looking for an experienced Front Desk Coordinator to serve as the first point of contact for guests, clients, and employees. This long-term contract position is ideal for someone who enjoys creating a welcoming office environment while keeping front desk operations organized and efficient. The role combines reception support, visitor assistance, phone coverage, and coordination of meeting space and hospitality services to help the workplace run smoothly each day. Front Desk Coordinator Duties:• Welcome visitors and provide a detail-oriented, friendly arrival experience while directing guests to the appropriate contacts or meeting areas.• Manage a multi-line phone system, respond to incoming calls promptly, and route messages accurately to internal team members.• Oversee front desk activities to ensure daily operations remain orderly, responsive, and aligned with office standards.• Coordinate conference room scheduling and preparation so meetings are set up efficiently and spaces are ready for use.• Arrange food service and refreshment support for meetings, including snack stocking and catering coordination as needed.• Assist guests, employees, and vendors with general inquiries and onsite needs, offering concierge-style support when appropriate.• Maintain reception and common areas in a neat, presentable condition to support a positive workplace experience.• Track and communicate visitor-related information and front desk updates to help internal teams stay informed. If you are interested in this Front Desk Coordinator position, please submit your resume today!
2026-08-07T16:58:43Z

Front Desk Coordinator

Mountain View, CA
onsite
Temporary to Hire
20.90 - 24.20 USD / Hourly
We are looking for an experienced Front Desk Coordinator to support daily office operations in Mountain View, California. This onsite role is a Contract to Permanent opportunity for someone who enjoys creating a welcoming experience for visitors, managing front office activity, and keeping administrative tasks organized. The ideal candidate brings strong communication skills, a strong work ethic, and the ability to learn quickly in a fast-paced corporate environment. Responsibilities: • Welcome guests, clients, and vendors with a detail-oriented approach while ensuring the front office runs smoothly throughout the day. • Manage a multi-line phone system, direct incoming calls appropriately, and respond to general inquiries with accuracy and courtesy. • Coordinate day-to-day reception activities, including visitor check-in, message handling, and general office support. • Maintain organized front desk processes and assist with administrative duties such as scheduling, document preparation, and data entry using Microsoft Office tools. • Provide high-quality customer service by addressing requests promptly and creating a positive experience for internal and external contacts. • Support additional assignments as you become established in the role, with opportunities to contribute to projects across marketing, operations, project coordination, or sales. • Help uphold a detail-oriented office environment by following business etiquette, appearance standards, and workplace procedures.
2026-08-04T00:14:14Z

Payroll Specialist

Modesto, CA
onsite
Temporary / Contract
27.55 - 29.00 USD / Hourly
We are looking for a Payroll Specialist to support weekly payroll operations for an organization in Modesto, California. This Contract position is ideal for someone who is comfortable handling detailed payroll records, certified payroll reporting, and prevailing wage requirements in a fast-paced environment. The person in this role will work closely with internal teams to help ensure timely and accurate pay processing while maintaining compliance with required reporting and documentation standards. Responsibilities:• Process weekly payroll accurately and prepare both employee paychecks and direct deposit statements for distribution.• Coordinate the release of payroll payments by providing completed checks to department leaders for internal distribution.• Assemble and complete payroll-related forms and supporting documentation in accordance with company and regulatory requirements.• Review and compile payroll inputs such as garnishments, paid time off, insurance deductions, and other mandatory withholdings before each payroll cycle.• Prepare and submit weekly certified payroll reports along with required electronic payroll reporting.• Monitor payroll activities for alignment with prevailing wage and labor compliance program requirements, including applicable regulatory tracking processes.• Maintain organized payroll records and follow established office procedures related to payroll administration and documentation.• Create, upload, and post hourly and monthly equipment usage files within ERP software.• Set up job and phase information in Kronos and establish prevailing wage job records in ERP software as needed.
2026-08-04T21:48:47Z

Marketing and Office Assistant

Walnut Creek, CA
onsite
Temporary to Hire
27.00 - 37.00 USD / Hourly
Robert Half's construction client is looking for a Marketing Assistant to join a construction industry team in Walnut Creek, CA. This contract-to-permanent opportunity is ideal for someone who enjoys balancing marketing coordination with administrative support in a fast-paced office setting. In this role, you will contribute to proposals, promotional materials, social media activity, event planning, and day-to-day executive support while gaining the opportunity to grow within a dynamic work environment. Marketing Assistant Responsibilities:• Develop and format proposals, presentation decks, qualification packages, and other branded materials with a strong eye for accuracy and visual consistency.• Refresh and organize marketing content such as staff bios, project summaries, case studies, and collateral used for business development efforts.• Support content development by researching information, editing copy, and preparing materials needed for client-facing submissions and campaigns.• Coordinate social media activity by preparing posts, managing publishing schedules, and helping maintain an active presence across key platforms.• Maintain marketing and sales support resources, track ongoing initiatives, and assist with reporting related to engagement and campaign performance.• Help organize corporate events, industry conferences, sponsorships, and networking activities by handling logistics, communications, and execution details.• Provide administrative assistance to leadership through calendar coordination, meeting scheduling, travel planning, and related office support tasks.• Assist with general office operations, respond to correspondence and inbound inquiries, and contribute to special projects as needed.• Use business development, CRM, and AI-enabled tools to support marketing workflows, content preparation, and operational efficiency where appropriate. If you are interested in this Marketing Assistant position, please submit your resume today!
2026-08-10T16:53:40Z

Workplace Specialist

Mountain View, CA
onsite
Temporary to Hire
43.54 - 50.41 USD / Hourly
Onboarding & New Hire Experience<ul><li>Own and continuously improve the U.S. onboarding program from offer acceptance through the first 90 days of employment.</li><li>Design and execute a best-in-class new hire experience that promotes engagement, productivity, and connection to company culture.</li><li>Coordinate onboarding logistics across departments, including IT, Facilities, Security, People Operations, and Hiring Managers.</li><li>Facilitate new hire orientations and onboarding sessions, ensuring employees have the tools and resources needed for success.</li><li>Develop onboarding materials, resources, and communications that create a consistent and scalable experience.</li><li>Manage onboarding surveys and employee feedback programs to identify opportunities for continuous improvement.</li><li>Track onboarding metrics and provide recommendations to enhance employee engagement and retention.</li></ul>Workplace Experience & Office Operations<ul><li>Serve as the primary owner of the Mountain View headquarters workplace experience.</li><li>Oversee daily office operations, ensuring the workplace remains welcoming, efficient, and aligned with company culture.</li><li>Manage office vendors, building relationships and service agreements to maintain a high-quality office environment.</li><li>Coordinate workplace events, employee engagement initiatives, and in-office programming.</li><li>Partner with Facilities and leadership teams on office planning, space utilization, and workplace enhancements.</li><li>Ensure meeting spaces, common areas, and employee amenities support collaboration and productivity.</li><li>Manage office budgets, supplies, and resources as needed.</li></ul>Employee Experience & Culture<ul><li>Create programs and initiatives that enhance employee engagement and foster a strong sense of community.</li><li>Identify opportunities to improve workplace processes and employee touchpoints throughout the employee lifecycle.</li><li>Partner with cross-functional teams to support company events, leadership visits, cultural initiatives, and employee recognition programs.</li><li>Act as a workplace ambassador, helping to cultivate a positive and inclusive employee experience.</li></ul>
2026-07-27T16:43:46Z

Receptionist

Los Gatos, CA
onsite
Temporary / Contract
27.63 - 31.99 USD / Hourly
We are looking for a detail-oriented Receptionist to support daily front-desk and administrative operations for a contract position based in California. This role serves as the first point of contact for visitors and callers, helping create a welcoming and organized office environment. The ideal candidate is courteous, dependable, and comfortable managing multiple tasks while providing strong customer service. Responsibilities: • Welcome guests and direct them to the appropriate staff members or meeting areas in a friendly and attentive manner. • Manage incoming phone calls, route inquiries accurately, and take clear messages when needed. • Coordinate the preparation and scheduling of conference rooms to support meetings and office activities. • Perform a range of clerical and administrative tasks that help keep the office running smoothly each day. • Maintain a tidy and presentable reception area to ensure a positive experience for visitors and employees. • Assist with general office support such as handling correspondence, organizing documents, and responding to routine requests.
2026-08-03T22:53:45Z

Campus Specialist

Santa Clara, CA
onsite
Temporary / Contract
28.50 - 33.00 USD / Hourly
We are looking for a Campus Specialist to help strengthen university partnerships and support early-career hiring initiatives for a leading engineering organization in California. This long-term contract position is ideal for an HR specialist who enjoys building relationships with students, collaborating with hiring teams, and contributing to a positive experience for new graduate hires. The role works closely with campus contacts and internal stakeholders to maintain a strong employer presence, coordinate recruiting activity, and assist with onboarding and integration efforts as business needs evolve. Responsibilities: • Build and maintain productive relationships with universities, faculty contacts, and student communities to support long-term campus engagement. • Coordinate campus recruiting activities from job posting through resume review, candidate screening, interview support, and hiring follow-up. • Partner with hiring teams and cross-functional stakeholders to understand workforce needs and support timely recruitment campaigns for student and graduate talent. • Represent the organization in university programs, outreach events, and branding initiatives to increase visibility and attract strong early-career candidates. • Keep candidates engaged throughout the pre-joining period by providing communication, guidance, and a positive recruitment experience. • Work alongside onboarding and integration teams to help new graduate and trainee hires transition smoothly into the organization. • Serve as a connection point between internal business partners and external campus stakeholders to align outreach efforts with hiring goals. • Travel to universities on a regular basis, typically two to three visits each month, to support relationship-building and recruiting activities.
2026-07-31T16:58:49Z

Administrative Assistant

Lathrop, CA
onsite
Temporary / Contract
23.75 - 27.50 USD / Hourly
We are looking for a detail-oriented Administrative Assistant to support daily office operations for a non-profit organization in Lathrop, California. This Long-term Contract position is ideal for someone who is organized, responsive, and comfortable handling a mix of clerical, records management, and front-office responsibilities. The role will involve document preparation, permit and application coordination, and report support while helping maintain efficient administrative workflows. Responsibilities: • Coordinate the processing and monitoring of various applications and permits, including documentation related to building and transportation requests. • Organize, update, and maintain department records to ensure documents are accurately stored and easy to retrieve. • Prepare correspondence, forms, and other business documents based on verbal direction and brief written notes. • Compile administrative information and produce routine reports to support departmental activities and tracking needs. • Provide front-desk and general office support, including answering inbound calls and assisting visitors professionally. • Perform data entry tasks with accuracy and timeliness while keeping office information current. • Support day-to-day administrative operations by managing files, routing paperwork, and assisting with office coordination.
2026-07-27T15:58:48Z

Accounts Payable Specialist

Modesto, CA
onsite
Temporary to Hire
25.00 - 30.00 USD / Hourly
We are looking for a meticulous and adaptable Accounts Payable Specialist to join our team in Modesto, California. This potential Contract to permanent opportunity offers an exciting chance to manage advanced AP functions while cross-training in Accounts Receivable processes. The role requires a strong aptitude for systems, attention to detail, and a collaborative approach to support financial operations efficiently. Responsibilities:• Process and manage accounts payable transactions, including invoice verification, coding, approvals, and reconciliation.• Collaborate with internal teams, vendors, and third-party processors to ensure accurate and timely AP and AR operations.• Support accounts receivable tasks such as invoice preparation, payment tracking, and resolving discrepancies as needed.• Research and resolve complex financial discrepancies by analyzing data and collaborating with relevant stakeholders.• Utilize systems to extract, interpret, and analyze financial data for accuracy and process improvement.• Maintain large and detailed spreadsheets, ensuring data integrity and efficiency in financial reporting.• Communicate effectively with internal and external partners to address inquiries and provide timely updates.• Uphold confidentiality and accuracy when handling sensitive financial information.• Contribute to a positive team environment by balancing independent work with collaborative efforts. For immediate consideration, contact Robert Half at 209-232-1991.
2026-08-10T15:28:41Z

Receptionist

Livermore, CA
onsite
Temporary / Contract
22.00 - 23.00 USD / Hourly
We are looking for a welcoming and organized Receptionist to support daily front-desk operations for a non-profit organization in Livermore, California. This Long-term Contract position is ideal for someone who enjoys being the first point of contact for visitors and callers while helping create a detail-oriented and friendly environment. The person in this role will manage incoming communications, greet guests, and provide dependable administrative support that keeps the office running smoothly. Receptionist Responsibilities:• Welcome visitors in a courteous and detail-oriented manner and direct them to the appropriate staff or department.• Manage a multi-line phone system by answering incoming calls promptly, routing messages accurately, and handling general inquiries.• Maintain an orderly reception area that reflects a positive and detail-oriented image of the organization.• Provide front-desk assistance with routine administrative tasks such as taking messages, coordinating basic office communication, and supporting day-to-day operations.• Monitor visitor flow and ensure guests are signed in or assisted according to office procedures.• Respond to general questions from callers and visitors while delivering excellent customer service.• Support internal teams by sharing information efficiently and helping with office coordination as needed. If you feel like you are a good fit for the Receptionist role, please apply today!
2026-08-11T22:13:38Z

Accounts Payable Specialist

San Jose, CA
onsite
Temporary / Contract
31.66 - 36.66 USD / Hourly
We are looking for an Accounts Payable Specialist to support day-to-day payables operations for a long-term contract opportunity based in San Jose, California. This role is ideal for someone who brings strong accuracy, sound judgment, and a disciplined approach to invoice processing and payment execution. The specialist will help maintain timely vendor payments, organized financial records, and consistent adherence to accounting procedures. Responsibilities: • Process vendor invoices accurately and efficiently, ensuring charges are assigned to the correct accounts and cost categories. • Review and code incoming invoices, verify supporting documentation, and resolve discrepancies before payment approval. • Manage payment activities through ACH and check runs while maintaining compliance with internal controls and payment schedules. • Reconcile accounts payable records and investigate variances to support clean and accurate financial reporting. • Communicate with vendors and internal stakeholders to address payment questions, invoice issues, and account status updates. • Maintain organized AP files and documentation to support audits, reporting needs, and ongoing record retention standards.
2026-08-03T17:58:46Z

Certified Payroll Specialist

Concord, CA
onsite
Temporary / Contract
30.00 - 40.00 USD / Hourly
Certified Payroll SpecialistPay: $30 - $40 hourly Employment Type: Contract to hire Position Summary:The Certified Payroll Specialist is responsible for processing payroll accurately and on time, maintaining payroll records, ensuring compliance with federal, state, and local wage and hour laws, and supporting audits, reporting, and employee payroll inquiries. This role typically requires strong knowledge of payroll systems, tax withholding, garnishments, benefits deductions, and certified payroll reporting requirements. Key Responsibilities:<ul><li>Process weekly, biweekly, semimonthly, or monthly payroll for employees</li><li>Prepare and submit certified payroll reports as required</li><li>Maintain payroll records, earnings, deductions, taxes, and direct deposit information</li><li>Ensure compliance with prevailing wage, union, and government contract payroll requirements</li><li>Reconcile payroll reports, general ledger entries, and tax filings</li><li>Administer wage garnishments, benefit deductions, and payroll adjustments</li><li>Respond to employee questions regarding pay, taxes, and deductions</li><li>Support payroll audits and year-end processing, including W-2 preparation</li><li>Partner with HR, finance, and project teams to validate employee and labor data</li><li>Monitor changes in payroll laws and regulations to maintain compliance</li></ul>
2026-07-24T23:28:42Z

Front Office Coordinator

Mountain View, CA
onsite
Temporary / Contract
22.00 - 28.00 USD / Hourly
Key Responsibilities<ul><li>Greet visitors and manage front desk reception.</li><li>Answer and direct phone calls, emails, and inquiries.</li><li>Schedule appointments and meeting rooms.</li><li>Manage incoming and outgoing mail and deliveries.</li><li>Maintain office supplies and ensure common areas are organized.</li><li>Provide administrative support to staff and assist with special projects as needed.</li></ul>
2026-07-30T17:28:50Z

Accounts Receivable Specialist

Concord, CA
onsite
Permanent / Full Time
25.50 - 32.50 USD / Hourly
Robert Half is seeking an Accounts Receivable Clerk with some Accounts Payable experience to join our Full-Time Engagement Professionals team. In this role, you will support client projects by handling invoicing, cash applications, collections, payment processing, vendor invoices, and other day-to-day accounting operations. This opportunity offers the stability of full-time employment, exposure to a variety of client environments, and the chance to contribute to critical projects and interim needs. For more information, please contact Tawnia Kirshen via LinkedIn and send your resume to my email found there. Key Responsibilities:<ul><li>Process customer invoices, post payments, and apply cash accurately</li><li>Monitor aging reports and assist with collections follow-up</li><li>Reconcile accounts receivable transactions and resolve discrepancies</li><li>Support accounts payable functions, including invoice processing and vendor payments</li><li>Maintain accurate financial records and assist with month-end close activities</li><li>Provide general accounting and administrative support for client engagements</li></ul>
2026-08-05T15:48:49Z

Accounts Receivable Specialist

Pleasanton, CA
onsite
Permanent / Full Time
25.50 - 30.50 USD / Hourly
Robert Half is seeking an Accounts Receivable Clerk who also has experience in A/P to join our Full-Time Engagement Professionals team. In this role, you will support client projects by handling invoicing, cash applications, collections, payment processing, vendor invoices, and other day-to-day accounting operations. This opportunity offers the stability of full-time employment, exposure to a variety of client environments, and the chance to contribute to critical projects and interim needs. For more information, please contact Tawnia Kirshen via LinkedIn and send your resume to my email found there. Key Responsibilities:<ul><li>Process customer invoices, post payments, and apply cash accurately</li><li>Monitor aging reports and assist with collections follow-up</li><li>Reconcile accounts receivable transactions and resolve discrepancies</li><li>Support accounts payable functions, including invoice processing and vendor payments</li><li>Maintain accurate financial records and assist with month-end close activities</li><li>Provide general accounting and administrative support for client engagements</li></ul>
2026-07-31T17:34:14Z

Billing Specialist

Rancho Murieta, CA
onsite
Temporary / Contract
33.00 - 37.00 USD / Hourly
We are looking for a Billing Specialist to join a contract assignment supporting utility billing operations in California. This onsite contract position is ideal for someone who can combine accurate financial processing with responsive customer support in a public-facing environment. The person in this role will manage billing-related activities, assist customers with account questions, and help maintain reliable records and payment tracking from day one. Responsibilities: • Manage utility billing activities by preparing charges, reviewing account details, and ensuring customer statements are processed accurately and on time. • Provide in-person and front-counter service by accepting payments, completing service-related forms, and explaining billing information clearly to customers. • Respond to customer inquiries regarding account balances, usage activity, and service requests through clear and timely communication. • Investigate account issues and transaction discrepancies, then take appropriate steps to resolve concerns or recommend corrective action. • Generate and review billing, payment, and account reports to support daily reconciliation and accurate financial recordkeeping. • Maintain organized financial and statistical records related to cashiering, receivables, customer accounts, and utility billing transactions. • Receive, balance, and post cash and check payments while helping ensure daily receipts are properly documented and reconciled. • Support collection efforts by coordinating follow-up on outstanding balances and assisting with payment arrangement processes. • Prepare write-off documentation and related account adjustments in accordance with established procedures.
2026-08-06T19:18:42Z

Administrative Assistant

Fremont, CA
onsite
Temporary / Contract
23.75 - 27.50 USD / Hourly
We are looking for an Administrative Assistant to support daily office operations in Fremont, California. This Long-term Contract position is ideal for someone who is organized, detail oriented, and comfortable managing front-desk activities while keeping administrative processes running smoothly. The role involves communication support, record maintenance, and general coordination across routine office functions. Responsibilities: • Manage day-to-day administrative tasks to help maintain an efficient and organized office environment. • Serve as the first point of contact by greeting visitors and handling incoming phone calls in a courteous manner. • Enter, update, and maintain records with accuracy to support reporting and documentation needs. • Coordinate general front-desk and receptionist activities, including message taking and directing inquiries to the appropriate contacts. • Assist with office correspondence, scheduling, filing, and other routine clerical duties as needed. • Support administrative workflows by preparing documents and ensuring information is properly organized and accessible.
2026-08-07T16:48:46Z

Front Desk Coordinator

Pleasanton, CA
onsite
Temporary / Contract
21.00 - 22.00 USD / Hourly
Temporary Front Desk CoordinatorLocation: Pleasanton, CAEstimated Duration: 3-4 weeks Robert Half's client in Pleasanton is seeking a professional and customer-focused Front Desk Coordinator to provide temporary coverage during an employee leave of absence. This role will serve as the first point of contact for visitors, clients, and employees while supporting daily front office operations and administrative functions. Key Responsibilities:<ul><li>Answer, screen, and direct incoming phone calls in a professional and courteous manner.</li><li>Greet and welcome visitors, assist with registration and badge assignments, and direct guests to the appropriate staff members.</li><li>Provide accurate information to visitors and callers via phone, email, and in person.</li><li>Maintain a professional, organized, and welcoming reception area at all times.</li><li>Follow company safety procedures and assist with office security protocols.</li><li>Sort and distribute incoming mail and process outgoing packages, including UPS deliveries and shipments.</li><li>Perform general administrative duties including typing correspondence, photocopying, filing, and data entry.</li><li>Support office operations and assist with additional projects and administrative tasks as assigned by management.</li></ul>Qualifications:<ul><li>Previous receptionist, front desk, customer service, or administrative experience preferred.</li><li>Strong verbal and written communication skills.</li><li>Excellent customer service and interpersonal skills.</li><li>Ability to multitask and manage priorities.</li><li>Professional demeanor with strong attention to detail and organizational skills.</li></ul>If you are interested in this Front Desk Coordinator position, please apply today!
2026-08-06T16:14:11Z

Financial Planner at RIA

Walnut Creek, CA
remote
Permanent / Full Time
90000.00 - 150000.00 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Financial Planner | Wealth Management Firm | Walnut Creek| Hybrid; 1 day onsite Join a top-tier, fee-based wealth management firm known for rigorous investment research, disciplined portfolio management, and truly comprehensive financial planning. This is a chance to work alongside seasoned advisors and play a key role in delivering thoughtful, holistic advice to a diverse client base. You’ll be part of a collaborative, high-performing team with a clear path to Lead Advisor. The firm offers strong work-life balance, three weeks of PTO, fully paid medical, dental, and vision, a generous 401(k) match, and meaningful long-term growth. Responsibilities<ul><li>Analyze client data and develop tailored financial planning recommendations</li><li>Attend meetings as the planning specialist and support advisors directly</li><li>Build and help implement complex financial plans</li><li>Provide guidance on estate, tax, retirement, cash flow, Social Security, pensions, and equity compensation</li><li>Maintain planning data across platforms and improve internal processes</li><li>Share planning updates and best practices with advisor teams</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-07-28T21:58:48Z

Accounts Receivable Specialist

Mountain View, CA
onsite
Temporary / Contract
32.00 - 42.00 USD / Hourly
The Accounts Receivable Specialist is responsible for managing incoming payments, invoicing, collections, and account reconciliation activities to help ensure accurate and timely cash application. In a mid-sized company, this role often works closely with customers, sales teams, and accounting staff to maintain accurate receivables records and support healthy cash flow. Based on general knowledge.Key Responsibilities<ul><li>Prepare and issue customer invoices accurately and on time. Based on general knowledge.</li><li>Post payments received by check, ACH, wire, credit card, or other methods. Based on general knowledge.</li><li>Reconcile customer accounts and investigate payment discrepancies. Based on general knowledge.</li><li>Monitor aging reports and follow up on past-due balances. Based on general knowledge.</li><li>Communicate with customers regarding billing questions, account status, and payment arrangements. Based on general knowledge.</li><li>Maintain accurate customer records, credit information, and supporting documentation. Based on general knowledge.</li><li>Assist with cash application, account adjustments, and month-end closing activities. Based on general knowledge.</li><li>Support reporting, audit requests, and process improvement efforts related to accounts receivable. Based on general knowledge.</li></ul>
2026-08-03T22:28:46Z

Director of Accounting Services (Controller)

Stockton, CA
onsite
Permanent / Full Time
120000.00 - 170000.00 USD / Yearly
Key Responsibilities • Serve as the primary accounting contact and advisor for an assigned portfolio of client accounts. • Manage full-cycle accounting for multiple clients, including general ledger, accounts payable, accounts receivable, payroll coordination, and month-end close. • Set up, maintain, and optimize QuickBooks Online files, including chart of accounts, classes, locations, and integrations. • Prepare and/or review monthly, quarterly, and annual financial statements and management reports for clients. • Ensure timely and accurate reconciliations of bank, credit card, and other key balance sheet accounts. • Develop and monitor client-specific accounting policies, procedures, and internal controls. • Oversee budgeting, forecasting, and cash flow analysis for clients; provide insights and recommendations. • Review work performed by staff/accounting specialists, providing direction, training, and performance feedback. • Coordinate with tax and assurance teams to support year-end engagements and information requests. • Identify process improvement opportunities and implement technology and workflow enhancements for clients. • Assist with onboarding new clients, including needs assessment, engagement scoping, and system setup. • Manage engagement deadlines and priorities across multiple clients, communicating proactively with internal teams and client management. Qualifications • Bachelor’s degree in accounting, finance, or related field required. • CPA license preferred but not required. • Minimum of 8–10 years of progressive accounting experience, including prior supervisor/manager responsibilities. • Prior experience in a CPA firm or client accounting services environment strongly preferred. • Expert-level proficiency with QuickBooks Online, including advanced features and third-party app integrations. • Strong understanding of U.S. GAAP for small to mid-sized businesses. • Experience with non-profit organizations and various reporting requirements related to non-profits. • Proven ability to manage multiple client relationships and competing priorities. • Demonstrated leadership skills, including staff supervision, coaching, and delegation. • High level of comfort working in cloud-based and paperless environments. • Excellent communication and client service skills. • Strong organizational skills, attention to detail, and ability to meet deadlines.
2026-07-31T18:33:51Z

Financial Planner

Walnut Creek, CA
remote
Permanent / Full Time
90000.00 - 140000.00 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Financial Planner | Wealth Management Firm | Walnut Creek| Hybrid; 1 day onsite Join a top-tier, fee-based wealth management firm known for rigorous investment research, disciplined portfolio management, and truly comprehensive financial planning. This is a chance to work alongside seasoned advisors and play a key role in delivering thoughtful, holistic advice to a diverse client base. You’ll be part of a collaborative, high-performing team with a clear path to Lead Advisor. The firm offers strong work-life balance, three weeks of PTO, fully paid medical, dental, and vision, a generous 401(k) match, and meaningful long-term growth. Responsibilities<ul><li>Analyze client data and develop tailored financial planning recommendations</li><li>Attend meetings as the planning specialist and support advisors directly</li><li>Build and help implement complex financial plans</li><li>Provide guidance on estate, tax, retirement, cash flow, Social Security, pensions, and equity compensation</li><li>Maintain planning data across platforms and improve internal processes</li><li>Share planning updates and best practices with advisor teams</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-07-28T21:58:48Z

Administrative Assistant

Santa Clara, CA
onsite
Permanent / Full Time
48000.00 - 50000.00 USD / Yearly
We are looking for a detail-oriented Administrative Assistant to support billing operations in a fast-paced healthcare environment. This role is based in Santa Clara, California, and offers an excellent opportunity for individuals eager to grow their administrative and financial skills. The ideal candidate will assist with invoicing, purchase order matching, and other bookkeeping tasks while collaborating closely with the sales and management teams. Responsibilities: • Prepare and send invoices accurately and in a timely manner. • Match purchase orders to invoices to ensure proper documentation and billing. • Collaborate with the sales and management teams to support billing-related processes. • Assist with bookkeeping tasks and maintain organized financial records. • Manage customer billing inquiries and provide resolution promptly. • Use QuickBooks or similar software for billing and record-keeping purposes. • Generate billing statements and ensure all payments are recorded properly. • Participate in training to learn additional responsibilities and enhance skills. • Maintain administrative records and provide general office support as needed.
2026-08-06T23:58:40Z

Accounts Payable Specialist

Fremont, CA
onsite
Temporary to Hire
27.71 - 32.09 USD / Hourly
We are looking for an Accounts Payable Specialist to join a healthcare organization in Fremont, California on a contract basis with the potential for a permanent position. This position is ideal for someone who is comfortable managing a large invoice volume in a hands-on environment and takes pride in accuracy, organization, and dependable follow-through. The role will support core payment operations, vendor communication, and month-end activities while helping keep accounts payable records current and well maintained. Responsibilities: • Handle the end-to-end processing of a high monthly volume of invoices, ensuring entries are completed accurately and within established timelines. • Review invoices for proper support, assign appropriate accounting codes, and enter payment details into the financial system. • Investigate billing issues, respond to supplier questions, and work with internal teams to correct discrepancies promptly. • Coordinate weekly payment activity, including printed checks and ACH or other electronic disbursements. • Compare vendor statements against internal records and resolve outstanding items to keep accounts current. • Contribute to month-end close by preparing accounts payable support and completing assigned reconciliations. • Maintain organized digital and physical documentation for invoices, approvals, and vendor records. • Monitor vendor information for completeness and accuracy, updating files as needed to support smooth payment processing.
2026-08-05T18:05:10Z

AP Specialist

Mountain View, CA
onsite
Temporary / Contract
32.00 - 42.00 USD / Hourly
The Accounts Payable Specialist is responsible for processing invoices, maintaining vendor records, and supporting timely payments while using NetSuite to manage daily accounts payable activities. In a mid-sized company, this role often works closely with procurement, accounting, and operations teams to ensure accurate coding, approvals, and reporting. Knowledge of systems such as Oracle NetSuite is commonly valued for finance and accounting professionals. Key Responsibilities<ul><li>Review, code, and enter vendor invoices into NetSuite in an accurate and timely manner. Based on general knowledge.</li><li>Match invoices to purchase orders, receipts, and other supporting documents. Based on general knowledge.</li><li>Prepare and process payments, including checks, ACH, and wire transfers. Based on general knowledge.</li><li>Reconcile vendor statements and resolve discrepancies with suppliers and internal teams. Based on general knowledge.</li><li>Maintain vendor files, payment terms, and tax documentation. Based on general knowledge.</li><li>Assist with month-end close, AP aging, accruals, and reporting. Based on general knowledge.</li><li>Support internal controls and audit requests related to accounts payable transactions. Based on general knowledge.</li><li>Identify opportunities to improve NetSuite AP workflows and processing efficiency. Based on general knowledge.</li></ul>
2026-08-03T22:13:46Z