<p><strong>Jennifer Fukumae</strong> is seeking a talented financial planning professionals to join a <strong>team-based wealth advisory environment</strong>. The firm manages a high-net-worth client base, providing comprehensive financial planning and investment management services. With a one-team approach, all planners work closely with Lead Advisors to gain exposure to diverse planning styles and develop expertise across all aspects of wealth management.</p><p>This is an excellent opportunity for candidates looking to <strong>grow their careers in financial planning</strong>, gain hands-on experience with high-net-worth clients, and participate in every step of the planning and investment process—from gathering client data to presenting custom financial plans.</p><p><strong>Responsibilities</strong></p><ul><li>Participate in client meetings alongside Lead Advisors, collecting and analyzing client data.</li><li>Assist in creating and presenting financial plans using a structured planning process.</li><li>Work closely with advisory, investment, and client services teams to gain exposure to all aspects of wealth management.</li><li>Review and ensure completion of client financial documents, including balance sheets, cash flow analyses, family strategic plans, estate maps, and portfolio reports.</li><li>Develop and deepen client relationships through regular communication and proactive service.</li><li>Coordinate with internal advisors and external professionals (CPAs, attorneys, insurance specialists) to execute comprehensive financial plans.</li><li>Prepare client and prospect presentations, correspondence, and meeting materials.</li><li>Assist with the implementation and monitoring of client financial plans, including investment policy statements, portfolio rebalancing, and ongoing planning updates.</li><li>Maintain and expand client, advisor, and prospect databases.</li><li>Support technology integration and document management initiatives to streamline planning processes.</li></ul><p><br></p>
<p><strong>Jennifer Fukumae with Robert Half Finance & Accounting is partnering with a tech-forward investment firm seeking a sharp, motivated Fund Accountant</strong> to join their expanding team. This firm has spent nearly two decades building a multi-billion-dollar platform powered by advanced machine learning and quantitative research—making it a destination for those who enjoy solving complex problems in a modern investment environment.</p><p><strong>The Opportunity</strong></p><p>This role sits at the core of the firm’s investment operations. You’ll be responsible for the day-to-day accounting and reporting across multiple strategies while working shoulder-to-shoulder with leaders in finance, operations, and technology. It’s a strong fit for someone who thrives in a detail-driven role and enjoys collaborating in an intellectually curious, research-oriented setting.</p>
<p>Jennifer Fukumae with <strong>Robert Half Finance & Accounting</strong> is partnering with a <strong>rapidly growing venture capital firm</strong> focused on investing in technology-driven companies that are transforming traditional industries. With over $1.5 billion in assets under management and a top-tier LP base, the firm is scaling rapidly and building a world-class platform.</p><p><strong>About the Firm</strong></p><p>Founded in 2017, this VC firm has built a reputation for <strong>rigor, creativity, and operational excellence</strong>, helping innovative companies leverage software and automation to transform real-world industries. With strong early fund performance and a growing team, the firm is now focused on <strong>institutionalizing its finance and operations functions</strong> while supporting the next phase of growth.</p><p><strong>The Opportunity</strong></p><p>This is a <strong>hands-on leadership role</strong> with a clear path to <strong>CFO-level responsibilities</strong>. The Head of Finance & Operations will take full ownership of the firm’s finance, accounting, and operational infrastructure while partnering closely with senior leadership, investors, and the investment team. This is ideal for a strategic yet execution-oriented finance professional ready to <strong>scale a high-growth platform</strong> and take on a long-term leadership role.</p><p><strong>Key Responsibilities</strong></p><ul><li>Oversee all <strong>fund and management company finance, accounting, and reporting</strong>.</li><li>Partner with <strong>Investor Relations and Capital Formation</strong> on fund structures, investor reporting, and LP communications.</li><li>Collaborate with the <strong>investment team</strong> on deal execution, legal coordination, and operational due diligence.</li><li>Maintain and enhance <strong>firmwide operations, compliance, and internal controls</strong>.</li><li>Partner with <strong>Technology and Data teams</strong> to leverage automation and improve workflow efficiency.</li><li>Lead, mentor, and grow the <strong>finance and operations team</strong>, building scalable processes for the firm’s continued growth.</li></ul><p><br></p>
We are looking for an experienced Senior Recruiter to join our team on a long-term contract basis in San Francisco, California. In this role, you will drive impactful hiring initiatives and optimize recruitment strategies across technical and field operations roles. This is an opportunity to contribute to scalable and efficient hiring processes while providing an excellent candidate experience.<br><br>Responsibilities:<br>• Design and refine comprehensive recruiting workflows and systems to ensure efficient and high-quality hiring processes.<br>• Uphold accuracy and compliance standards across recruitment tools, including templates, documentation, background checks, and reporting.<br>• Build and maintain dashboards and scorecards to monitor key metrics such as pipeline health, time-to-fill, source performance, diversity, and candidate satisfaction.<br>• Lead initiatives to enhance recruiter effectiveness and improve candidate experience, including organizing technical recruiting events and conferences.<br>• Collaborate with hiring managers to understand staffing needs and develop tailored sourcing strategies.<br>• Utilize tools like Greenhouse and Sequoia to streamline recruitment operations and maintain data integrity.<br>• Provide guidance on sourcing strategies for specialized roles, including engineering and field operations.<br>• Ensure adherence to organizational standards and best practices throughout the recruitment lifecycle.<br>• Identify opportunities for process automation to improve scalability and efficiency.<br>• Partner with cross-functional teams to align recruitment efforts with business goals.
We are looking for an experienced HR Business Partner to join our team on a long-term contract basis in Emeryville, California. This role is essential in driving key human resource initiatives, fostering a positive employee experience, and ensuring compliance with organizational policies. The ideal candidate will bring strong expertise in HR practices, a collaborative approach, and the ability to manage multiple priorities effectively.<br><br>Responsibilities:<br>• Facilitate and oversee critical HR programs, including performance evaluations, goal-setting initiatives, engagement strategies, compensation reviews, and talent management processes.<br>• Monitor the progress of HR activities, maintain comprehensive dashboards and documentation, identify potential risks, and ensure timely completion of all deliverables.<br>• Collaborate with managers and employees to address HR-related inquiries, provide guidance on workplace matters, and promote adherence to organizational policies.<br>• Drive employee engagement and cultural initiatives by managing communications, collecting feedback, resolving conflicts, and supporting team-building activities.<br>• Maintain confidentiality while handling sensitive matters, ensuring fairness and professionalism in all interactions.<br>• Prepare materials and coordinate logistics for HR projects, ensuring smooth execution and effective collaboration across departments.<br>• Conduct research to support HR initiatives and provide actionable insights for organizational improvement.<br>• Act as a trusted advisor to stakeholders, aligning HR practices with business goals and operational needs.<br>• Support investigations and resolutions for employee relations issues, ensuring compliance with legal and ethical standards.<br>• Manage and enhance performance management processes to align employee objectives with organizational goals.
We are looking for an organized and customer-focused Workplace Coordinator to support daily building operations and enhance the experience for employees and visitors. This role blends reception responsibilities, facilities coordination, and event logistics to ensure a smooth and detail-oriented workplace environment. As a Contract to permanent position, this opportunity offers the chance to grow and contribute to a dynamic team in Santa Clara, California.<br><br>Responsibilities:<br>• Greet and assist visitors, manage check-in procedures, issue security badges, and uphold visitor protocols.<br>• Plan, coordinate, and execute on-site events, including meetings, conferences, and corporate gatherings, ensuring room setups, AV equipment, catering, and signage are handled effectively.<br>• Monitor common areas and meeting rooms for cleanliness and functionality, promptly submitting maintenance requests when needed.<br>• Work with vendors to arrange cleaning, catering, and other services to support workplace operations and events.<br>• Deliver exceptional hospitality and service to employees and guests, ensuring public spaces remain welcoming and detail-oriented.<br>• Organize calendars for meeting spaces and events, ensuring efficient scheduling and room availability.<br>• Maintain inventory levels for office and event supplies, restocking as needed to meet operational demands.<br>• Generate reports and documentation related to facilities and events, ensuring accurate and timely record-keeping.<br>• Support workplace operations by addressing incoming calls, dispatching tasks, and coordinating schedules as required.<br>• Serve as a point of contact for building-related inquiries, fostering effective communication across teams.
<p> A Front Desk Coordinator serves as the first point of contact for guests, clients, and employees, providing exceptional customer service and administrative support in a professional office environment. This role is key to ensuring the front office operates smoothly and efficiently, handling various tasks that create a welcoming and organized atmosphere.</p>
<p>We are looking for a Research Operations Recruiting Coordinator to join our team on a 3 month contract. This role is ideal for someone who thrives in an administrative environment, enjoys managing multiple tasks, and has a keen eye for detail. </p><p><br></p><p>Responsibilities:</p><ul><li>1+ year as a Research Recruiting Coordinator at a B2B SaaS company.</li><li>Must have recent direct experience of recruiting coordination for research.</li><li>Must have experience working within a system doing this work (Outreach tool ie. <strong>Rally</strong>, Salesforce, Ethnio, User Interviews) not manually doing via Gmail and spreadsheets.</li><li>Proficient in GoogleSheets/Excel.</li><li>Someone that can follow clear instructions, is reliable, well organized, high attention to detail, is a clear communicator, can balance multiple projects at once and is able to understand the concept of a research study. </li><li>Comfortable being in an administrative role.</li></ul>
<ul><li>Greet visitors, guests, and employees in a courteous and professional manner</li><li>Manage multi-line phone systems: answer calls, route inquiries, and take messages</li><li>Maintain the reception area and conference rooms to ensure cleanliness and readiness</li><li>Receive and distribute mail, packages, and other correspondence</li><li>Support scheduling and coordination of meetings, appointments, and travel as needed</li><li>Maintain and update records, files, and databases with high accuracy</li><li>Handle general administrative tasks including data entry, copying, scanning, and filing</li><li>Assist with onboarding procedures for new staff or visitors</li><li>Collaborate with other departments to support administrative needs and projects</li></ul><p><br></p>
