<p>Job title: Office Coordinator</p><p>Duration: 2 weeks</p><p>Start date: Thursday 11/20 or Friday 11/21 (2 hours for training), then Monday 11/24 - Friday 12/5 (OFF 11/27 & 11/28)</p><p>Location: On-site</p><p>Hours: 10a-3p (Part-time)</p><p><br></p><p>Position Description</p><p><br></p><p>The Office Coordinator serves as a critical role within the organization, acting as the first point of contact and the "face of the company" for Customers, Suppliers, Vendors, and Candidates. This position also interfaces with the team company-wide, contributing to the development of a strong and cohesive company culture. Additionally, the Office Coordinator manages administrative responsibilities, including supporting the executive team. This role demands a proactive, highly organized team player with a passion for learning and the ability to multitask effectively and efficiently.</p><p><br></p><p>Job Duties</p><p>• Welcome visitors, direct them to appropriate departments, and manage the reception area to ensure professional communications.</p><p>• Coordinate mail delivery, courier shipments, and logistics while creating and managing Federal Express labels.</p><p>• Stock and replenish office and kitchen supplies; maintain cleanliness and organization in common areas, including the pantry and coffee machines.</p><p>• Perform desk research to identify healthy snack options, team-building ideas, and other innovative improvements.</p><p>• Provide administrative support to the team and assist with special projects or urgent tasks as needed, including liaising with property management for emergencies.</p><p><br></p><p><br></p>
<p><strong>Senior Property Accountant – Commercial Real Estate</strong></p><p><br></p><p><strong>About the Firm</strong></p><p>A well-established private real estate investment firm with deep expertise in hospitality and commercial office assets is seeking a <strong>Senior Property Accountant</strong> to join its San Francisco team. With a diverse portfolio spanning premium-branded hotels and luxury resorts across the U.S. and Mexico, the firm also operates one of the largest restaurant franchise groups in the country.</p><p><br></p><p><strong>The Opportunity</strong></p><p>This is a high-impact role supporting a two-building commercial property in San Francisco’s Market Center, currently undergoing significant renovations and amenity upgrades. You’ll take full ownership of day-to-day property accounting while contributing to lease administration, lender reporting, and project-related financial support. The position offers a dynamic environment and the chance to work alongside a collaborative, long-tenured property management team that values teamwork, transparency, and a fun office culture (yes—dogs included!).</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Manage all aspects of property accounting, including journal entries, accruals, reconciliations, and financial reporting</li><li>Support lease administration by setting up new and renewal leases in MRI/PMX</li><li>Prepare construction draw packages for lenders and track project-related expenditures</li><li>Assist with accounting for leasing commissions, tenant improvements, and capital projects</li><li>Partner with property management on ad hoc initiatives, including lease setups and renovations</li><li>Develop and maintain accounting checklists and Smartsheets to streamline workflows</li><li>Collaborate with management to support property operations and financial planning</li><li>Potential to expand responsibilities as the firm grows its San Francisco portfolio</li></ul><p><strong>Why Join</strong></p><ul><li>Work closely with an experienced General Manager and a supportive, high-performing property management team</li><li>Gain exposure to construction, leasing, and renovation accounting</li><li>Opportunity for growth as the firm expands its commercial real estate footprint in San Francisco</li><li>Enjoy a professional yet relaxed office culture where your contributions make a direct impact</li></ul><p><strong>Interested in Learning More?</strong></p><p>If this opportunity aligns with your background and career goals, I’d love to connect. Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — let’s explore how this role could be the next exciting step in your career.</p>
<p><strong>Jennifer Fukumae </strong>with <strong>Robert Half Finance & Accounting</strong> is partnering with a growing, privately held real estate investment firm in San Francisco to hire a Senior Accountant. This is a fantastic opportunity for someone with real estate investment accounting experience who wants to step into a high-impact role and grow their career in a fast-moving, dynamic environment.</p><p><br></p><p>Founded by a seasoned real estate investor, the firm manages <strong>$700M–$1B in assets</strong> across multiple active funds. Their investors include <strong>institutional investors, family offices, and ultra-high-net-worth individuals</strong>. With a diverse portfolio spanning opportunistic, value-add, debt, and long-term assets, the team is known for tackling complex deals with creativity, speed, and certainty.</p><p><br></p><p><strong>The Role</strong></p><p>As a Senior Accountant, you’ll be at the center of <strong>fund operations, investor reporting, and financial analysis</strong>. You’ll have the opportunity to work closely with fund administrators, operating partners, and investors while developing skills that can propel you toward a long-term career in real estate finance.</p><p><br></p><p><strong>What You’ll Do:</strong></p><ul><li>Review monthly property operating reports, budgets, and cash flows.</li><li>Partner with fund administrators on quarterly investor reporting, allocations, and waterfall calculations.</li><li>Prepare and analyze fund- and property-level performance metrics; support financial modeling and projections.</li><li>Assist with quarterly valuations, year-end audits, tax returns, and SEC compliance filings.</li><li>Oversee capital calls, distributions, and co-investment activity.</li><li>Interface with operating partners, investors, and service providers to support reporting and due diligence requests.</li></ul>
We are looking for a dedicated Office Clerk to join our team in Scotts Valley, California. In this role, you will play a crucial part in ensuring smooth administrative operations, supporting billing processes, and maintaining excellent client relationships. If you are detail-oriented, organized, and thrive in a dynamic environment, this opportunity is perfect for you.<br><br>Responsibilities:<br>• Coordinate and schedule meetings with clients, ensuring timely follow-ups and project updates.<br>• Maintain accurate records of client communications and project details in the company's system.<br>• Oversee daily office operations, including managing inventory, ordering supplies, and ensuring proper functioning of office equipment.<br>• Organize and update files to ensure all documentation is easily accessible and current.<br>• Assist with team scheduling, meeting coordination, and the preparation of agendas.<br>• Support billing processes, expense tracking, and other administrative tasks as required.<br>• Provide clients and customers with information about company services and ongoing projects.<br>• Address client inquiries and concerns promptly, escalating complex issues when necessary.<br>• Ensure a welcoming and organized environment for both clients and team members.
<p>Semiconductor company has an immediate opening for a skilled and detail-oriented <strong>Patent Prosecution Paralegal</strong> to join our legal team. This position is ideal for a candidate with at least two years of experience in patent prosecution, including hands-on knowledge of U.S. patent regulations and procedures. The paralegal will be responsible for assisting attorneys in preparing, managing, and filing patent-related documents, ensuring compliance with USPTO (U.S. Patent and Trademark Office) requirements, and maintaining accurate records throughout the patent lifecycle. This is a fantastic opportunity to contribute to a growing organization's intellectual property (IP) portfolio while utilizing your highly specialized skills.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><p> </p><p><strong>U.S. Patent Prosecution Support</strong></p><ul><li>Filing with USPTO: Prepare and file patent applications, office action responses, information disclosure statements, and other related USPTO filings.</li><li>Docketing Management: Review and docket incoming USPTO correspondence and deadlines, ensuring all actions are tracked and completed in a timely manner.</li><li>Recording Assignments and Power of Attorneys (POAs): Prepare, file, and manage recording of patent assignments and Power of Attorney documents with the USPTO.</li></ul><p><strong>Administrative Duties</strong></p><ul><li>Maintain and update case files, ensuring all documentation is current and easily accessible.</li><li>Collaborate with attorneys and inventors to gather required documentation and information for filings.</li><li>Monitor and process routine patent file updates, including status reports and reminders for due dates.</li></ul><p><strong>Patent Portfolio Management</strong></p><ul><li>Assist in maintaining accurate records in patent portfolio management databases.</li><li>Track the status of patent applications throughout their lifecycle, including prosecution, maintenance, and renewals (as applicable).</li></ul><p><br></p>
<p><strong>Job Posting: Accounts Payable Specialist </strong></p><p><strong>Employment Type:</strong> Contract</p><p><strong>Pay Rate:</strong> $24 - $ 30 hourly</p><p><br></p><p><strong>About the Role:</strong></p><p>Are you detail-oriented, organized, and experienced in managing accounts payable processes? Robert Half is seeking an experienced <strong>Accounts Payable Clerk</strong> with proficiency in <strong>QuickBooks</strong> and/or <strong>Sage</strong> to join our client's accounting team. In this role, you will be responsible for ensuring accurate and timely processing of vendor invoices and payments while supporting the smooth operations of the accounting department.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Manage accounts payable transactions, including processing invoices and verifying supporting documentation.</li><li>Complete weekly payment runs (check, ACH, and wire payments).</li><li>Reconcile vendor accounts and resolve discrepancies in a timely manner.</li><li>Enter and maintain accurate records in <strong>QuickBooks</strong> and/or <strong>Sage</strong> accounting software.</li><li>Monitor and follow up on any outstanding accounts payable issues or unpaid invoices.</li><li>Assist in maintaining proper documentation by filing invoices, approval forms, and payment records.</li><li>Ensure compliance with company policies, procedures, and relevant regulations related to accounts payable.</li><li>Assist with month-end closing processes, including accounts reconciliation.</li><li>Respond to vendor inquiries and build strong relationships with suppliers.</li></ul><p><br></p>
<p><strong>Job Posting: Senior Accountant</strong></p><p><strong>Employment Type:</strong> Contract </p><p><strong>Compensation:</strong> $38 - $50 hourly </p><p> </p><p><strong>About the Role</strong></p><p>Robert Half is partnering with a dynamic and growing organization to fill their <strong>Senior Accountant</strong> position. This is a fantastic opportunity to take your accounting career to the next level while working with a collaborative team that values efficiency, innovation, and professional development. As a Senior Accountant, you will play a pivotal role in managing accounting operations and serving as a leader within the finance team.</p><p> </p><p><strong>Key Responsibilities</strong></p><p><strong>As a Senior Accountant, you will:</strong></p><ul><li>Prepare and analyze financial statements in compliance with GAAP and other accounting standards.</li><li>Ensure timely and accurate month-end, quarter-end, and year-end closings.</li><li>Maintain and reconcile general ledger accounts, including complex journal entries.</li><li>Prepare budgets, forecasts, and variance analyses, while providing insight to key stakeholders.</li><li>Manage tax filings and regulatory compliance requirements.</li><li>Participate in audit preparation and liaise with external auditors.</li><li>Assist in the implementation and improvement of ERP systems and accounting processes.</li><li>Mentor and supervise junior accounting staff, offering guidance to ensure development and accuracy.</li><li>Analyze financial data to support strategic business decisions.</li></ul><p><br></p>
<p><strong>Job Posting: Senior Accountant</strong></p><p><strong>Employment Type:</strong> Contract </p><p><strong>Compensation:</strong> $38 - $50 hourly </p><p> </p><p><strong>About the Role</strong></p><p>Robert Half is partnering with a dynamic and growing organization to fill their <strong>Senior Accountant</strong> position. This is a fantastic opportunity to take your accounting career to the next level while working with a collaborative team that values efficiency, innovation, and professional development. As a Senior Accountant, you will play a pivotal role in managing accounting operations and serving as a leader within the finance team.</p><p> </p><p><strong>Key Responsibilities</strong></p><p><strong>As a Senior Accountant, you will:</strong></p><ul><li>Prepare and analyze financial statements in compliance with GAAP and other accounting standards.</li><li>Ensure timely and accurate month-end, quarter-end, and year-end closings.</li><li>Maintain and reconcile general ledger accounts, including complex journal entries.</li><li>Prepare budgets, forecasts, and variance analyses, while providing insight to key stakeholders.</li><li>Manage tax filings and regulatory compliance requirements.</li><li>Participate in audit preparation and liaise with external auditors.</li><li>Assist in the implementation and improvement of ERP systems and accounting processes.</li><li>Mentor and supervise junior accounting staff, offering guidance to ensure development and accuracy.</li><li>Analyze financial data to support strategic business decisions.</li></ul><p><br></p>
<p><strong>Job Posting: Accounts Payable Specialist</strong></p><p><strong>Employment Type:</strong> Contract</p><p><strong>Pay Rate:</strong> $24 - $ 30 hourly</p><p> </p><p><strong>About the Role:</strong></p><p>Are you detail-oriented, organized, and experienced in managing accounts payable processes? Robert Half is seeking an experienced <strong>Accounts Payable Clerk</strong> with proficiency in <strong>QuickBooks</strong> and/or <strong>Sage</strong> to join our client's accounting team. In this role, you will be responsible for ensuring accurate and timely processing of vendor invoices and payments while supporting the smooth operations of the accounting department.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Manage accounts payable transactions, including processing invoices and verifying supporting documentation.</li><li>Complete weekly payment runs (check, ACH, and wire payments).</li><li>Reconcile vendor accounts and resolve discrepancies in a timely manner.</li><li>Enter and maintain accurate records in <strong>QuickBooks</strong> and/or <strong>Sage</strong> accounting software.</li><li>Monitor and follow up on any outstanding accounts payable issues or unpaid invoices.</li><li>Assist in maintaining proper documentation by filing invoices, approval forms, and payment records.</li><li>Ensure compliance with company policies, procedures, and relevant regulations related to accounts payable.</li><li>Assist with month-end closing processes, including accounts reconciliation.</li><li>Respond to vendor inquiries and build strong relationships with suppliers.</li></ul><p><br></p>
<p>A reputable Bay Area law firm is in search of Litigation Legal Assistant based in our San Jose office. The role primarily involves providing comprehensive administrative and secretarial support to attorneys and paralegals. The industry involved is legal, and the successful candidate will be expected to handle multiple functions such as document preparation, scheduling, client communication, and file management.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Drafting, formatting, and editing various legal documents and administrative correspondence.</p><p>• Organizing and maintaining attorney calendars; scheduling conferences, meetings, court appearance dates, and discovery deadlines.</p><p>• Communicating effectively with clients, courts, opposing counsel, and other parties through phone, electronic communication, and written correspondence.</p><p>• Handling the creation, formatting, and filing of legal documents including Table of Contents and Table of Authorities in State, Federal, and Appellate Courts.</p><p>• Processing and reviewing invoices.</p><p>• Assisting in the organization of exhibits, documents, evidence, briefs, and appendices.</p><p>• Promptly opening and closing matters in accordance with firm policies and procedures.</p><p>• Maintaining client and administrative files in line with firm policies and procedures.</p><p>• Providing backup support to assigned team members and performing other duties as assigned.</p><p>• Utilizing strong skills in Microsoft Word, Outlook, and Excel, as well as proficiency in e-filing in State, Federal, and Appellate Courts.</p>
<p>Burlingame CPA firm is looking for an Assistant Tax/Bookkeeper to join a solid, long-standing company. If you have good administrative skills from working in a CPA firm and you are interested in learning bookkeeping, apply for consideration! Salary is $60k - $70k</p><p><br></p><p>Burlingame, CA</p><p>Tax Administrative;</p><p>5 days a week in-office to greet any clients during tax season;</p><p>Able to work remotely in off season;</p><p>Bookkeeping; </p><p>Lacerte software but not mandatory;</p><p>Need someone with administrative side and willing to learn bookkeeping</p><p>40 hours per week no overtime;</p><p>Hours: 8am-5pm</p><p><br></p><p>• Order office and tax return supplies; worked with office vendors</p><p>• Reception- phones & front desk </p><p>• E-mails - answer client inquiries; receive incoming tax documents, schedule appts</p><p>• Scheduled appointments/scheduled video/conference calls</p><p>• Sort incoming mail and post outgoing mail with postage meter</p><p>• Help format and print tax organizers for next season, draft Power of Attorney forms</p><p>• Scan tax documents to electronic file cabinet</p><p>• Prepare client paper copy of tax return and/or e-mail tax returns to clients </p><p>• Send signature forms via DocuSign; retrieve and track forms</p><p>• Data entry into Excel -usually in formatted sheets </p><p>• QuickBooks- enter client’s transactions & do bank reconciliations; print reports from QB as directed</p><p>• Bill pay for clients through QuickBooks</p><p>• Office deposits</p><p>Company does not offer health care;</p>
<p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF</strong></p><p><br></p><p>Robert Half has an exciting opportunity for an experienced Senior Accountant to join a reputable Real Estate & Property company. You will use your knowledge and skills to prepare and consolidate financial statements, analyze and reconcile accounts, analyze cash flow, build budgets and forecasts, prepare audits, and manage internal control maintenance and regulatory reporting. The challenging, fast-paced work environment requires top-notch analytical skills. The company boasts excellent compensation and benefits and offers potential for advancement.</p><p><br></p><p><strong>Primary Duties & Responsibilities:</strong></p><ul><li> Monthly close:</li><li>Preparation of monthly reporting packages for the assigned properties, including the following:</li><li> Bank Reconciliations for each of the bank accounts</li><li> Cash Balance Reports, Accruals schedule, Management Fee Calculations</li><li> Roll Forwards and Closing Support schedules for each Account with activity and balances on the balance sheet of the properties</li><li> Revenue, Straight line rent calculations, Percentage rent, and other income</li><li> Trial Balance and Flux analysis</li><li> Closing Yardi Entries, and elimination entries</li><li>Monthly investor reporting: cash reporting, hotel operations financial reporting (as required)</li><li>Quarterly investor reporting, including preparation of financial reporting templates, debt reporting templates, and Asset Management reporting.</li><li>Monthly, quarterly, annual lender reporting, Annual audit</li><li>Provide PBC items to auditors and assist in answering any questions</li><li>Financial statement preparation</li><li> Annual budgeting process, analyze budget, review budgets prepared by Asset Management & Property Management teams</li><li>Cash projection for quarterly distributions / monthly capital calls</li><li>Discuss with Construction Accounting upcoming cash needs, and recommend properties that will require capital call</li><li>Prepare journal entries to record capital call funding</li></ul><p><br></p><p><br></p><p><br></p>
<p>Our client is seeking a dedicated Project Manager to join their team. In this Contract-to-Permanent position, you will oversee the planning, execution, and delivery of various programs and client projects aligned with organizational goals. This role requires exceptional organizational skills, proactive problem-solving abilities, and the capacity to manage both strategic initiatives and detailed project tasks.</p><p><br></p><p>This is a 100% remote role with some annual travel to events. Hourly pay range is expected to be $25-$31/hr DOE and location.</p><p><br></p><p>Responsibilities:</p><p>• Create and implement comprehensive project plans, including timelines, budgets, and deliverables</p><p>• Identify and mitigate risks to ensure successful project outcomes</p><p>• Coordinate with staff, consultants, and volunteers to drive project objectives</p><p>• Organize and lead meetings, preparing agendas and documenting follow-ups</p><p>• Manage budgets for assigned programs and ensure financial accountability</p><p>• Develop and deliver reports, proposals, and other project-related documentation</p><p>• Manage several annual events we host both in person and on line</p><p>• Build and maintain effective communication with internal and external stakeholders</p><p>• Occasionally travel to attend meetings and events as required</p><p>• Align project initiatives with organizational strategies and goals</p>
<p><strong>Job Title: Senior Project/Program Manager – AI/ML Innovation </strong></p><p> <strong>Location:</strong> Santa Clara, CA (Hybrid – 3 days onsite per week)</p><p> <strong>Contract Duration:</strong> 12 months (with potential for extension or conversion)</p><p><strong>Overview:</strong></p><p> We are seeking a seasoned and results-driven Senior Project/Program Manager to support initiatives within a cutting-edge Generative AI (GenAI) innovation center. This role will lead the coordination and execution of complex AI/ML projects, leveraging cloud technologies to drive innovation and operational excellence.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Manage end-to-end delivery of AI/ML-focused projects and programs.</li><li>Define project scope, set timelines, allocate resources, and track progress.</li><li>Collaborate with cross-functional teams to ensure alignment and execution.</li><li>Prepare and present detailed status reports to senior leadership.</li><li>Lead and mentor team members, fostering a collaborative and high-performance culture.</li><li>Apply strategic thinking and problem-solving to overcome project challenges.</li></ul><p><br></p>
<p>Are you a detail-oriented accounting professional looking to take your career to the next level? We are seeking a <strong>Senior Accountant</strong> for an exciting opportunity in a growing organization. This position offers hands-on responsibility across the full spectrum of accounting processes, empowering you to drive efficient and accurate reporting. As a key contributor, you’ll work closely with leadership and play an instrumental role in ensuring seamless financial operations.</p><p><br></p><p><strong>About the Role</strong></p><p>As the Senior Accountant, you will oversee a variety of accounting functions, including general ledger management, financial reconciliations, and month-end close processes. Supporting the VP of Finance & Accounting, you will influence key decision-making and occasionally act as a point of contact for the Executive Leadership Team during their absence. You’ll need a keen eye for precision, an aptitude for data analysis, and a strong commitment to process improvement and compliance.</p><p><br></p><p><strong>What You’ll Do</strong></p><p>Your core responsibilities will include:</p><ul><li>Managing general ledger <strong>activities</strong> and ensuring proper reconciliation and accuracy in line with established accounting standards (GAAP).</li><li>Driving the <strong>month-end close process</strong> to deliver timely and accurate reporting.</li><li>Preparing trial balances, performing detailed account <strong>reconciliations</strong>, and reporting any discrepancies or variances.</li><li>Reviewing and processing essential <strong>transaction entries</strong> and journal entries, including EOY adjustments from external auditors.</li><li>Serving as a liaison for <strong>accounts payable/receivable (AP/AR)</strong> to resolve issues, analyze variances, and provide transactional support.</li><li>Supporting financial planning activities such as the <strong>annual budgeting process</strong> and year-end financial reviews.</li><li>Reviewing time card submissions while ensuring internal processes and procedures are followed.</li><li>Assisting with specialized <strong>accounting projects</strong> related to operations, including harvest accounting.</li><li>Developing and documenting <strong>internal processes and policies</strong> while maintaining robust internal controls.</li><li>Performing additional accounting and finance duties as assigned.</li></ul><p><br></p><p><br></p>
<p>Our client is seeking a strategic <strong>Manager, Business Systems Analysts</strong> to lead, develop, and inspire a high-performing team of BSAs. This leader will oversee efforts to analyze, document, and enhance complex business processes and systems that support core operational objectives. The ideal candidate is a proactive and collaborative leader with a proven track record of building impactful teams, driving cross-functional alignment, and delivering scalable solutions.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Team Leadership & Development</strong></p><ul><li>Lead, mentor, and empower a team of Business Systems Analysts to achieve high performance and collaboration.</li><li>Define team goals and KPIs aligned with organizational priorities.</li><li>Provide continuous coaching, feedback, and professional development opportunities.</li><li>Promote knowledge sharing, cross-training, and role coverage to strengthen team agility and resilience.</li></ul><p><strong>Strategic Planning & Execution</strong></p><ul><li>Oversee resource planning, project prioritization, and workload management to ensure timely delivery.</li><li>Establish and uphold best practices, tools, and documentation standards for business analysis.</li><li>Collaborate with business stakeholders to define actionable requirements that align with strategic goals.</li><li>Contribute to roadmap development and planning for business systems and technology initiatives.</li></ul><p><strong>Stakeholder Collaboration</strong></p><ul><li>Serve as a trusted partner to business, engineering, QA, and PMO teams.</li><li>Ensure BSAs maintain strong communication and collaboration with internal and external partners.</li><li>Act as a liaison between business and technical teams, translating business needs into scalable solutions.</li></ul><p><strong>Operational Excellence & Governance</strong></p><ul><li>Drive continuous improvement in processes, documentation, and stakeholder satisfaction.</li><li>Ensure all business requirements, workflows, and system documentation are accurate and up to date.</li><li>Enforce compliance with internal policies, methodologies, and best practices.</li><li>Recommend and influence process or policy changes to enhance efficiency and team effectiveness.</li></ul><p><strong>Team Enablement & Accountability</strong></p><ul><li>Equip BSAs to serve as subject matter experts in their respective domains.</li><li>Set clear expectations, monitor progress, and ensure accountability for deadlines and quality standards.</li><li>Recognize and reward contributions while addressing performance challenges promptly.</li><li>Lead the hiring and onboarding of new team members.</li></ul><p><br></p>
<p><strong>Associate or Vice President, Data Governance</strong></p><p><strong>Location:</strong> San Francisco, CA</p><p><strong>Compensation:</strong></p><ul><li><strong>Associate:</strong> $130K–$160K + Bonus + Outstanding Benefits</li><li><strong>Vice President:</strong> $160K–$190K + Bonus + Outstanding Benefits</li></ul><p><strong>About the Firm</strong></p><p>Join a highly respected investment and advisory firm based in San Francisco, managing significant multigenerational wealth across a broad range of asset classes. Guided by core values of <strong>excellence, partnership, and integrity</strong>, the firm is known for building enduring relationships rooted in trust.</p><p>With a team of over 150 professionals, the firm offers a full spectrum of services—including investment management, financial planning, tax strategy, and philanthropic advisory. You’ll be part of a collaborative, growth-oriented culture where meaningful impact is at the heart of everything we do.</p><p><br></p><p><strong>The Opportunity</strong></p><p>This newly created role within the <strong>Business Technology Integration (BTI)</strong> team offers a unique chance to shape and lead the firm’s data governance strategy. You’ll work cross-functionally with business, legal, and technology leaders to establish frameworks that ensure data integrity, security, and usability—ultimately strengthening organizational trust and operational excellence.</p><p>If you thrive on bringing clarity to complexity, championing data stewardship, and driving thoughtful innovation, this role is for you.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li><strong>Design & Implement Governance Frameworks:</strong> Develop scalable, enterprise-wide data governance programs across Microsoft 365 and key SaaS platforms.</li><li><strong>Data Protection & Classification:</strong> Define and enforce policies for data classification, retention, and access control.</li><li><strong>Cross-Functional Collaboration:</strong> Partner with legal, technology, and operations teams to embed governance into daily workflows.</li><li><strong>Monitoring & Risk Mitigation:</strong> Create dashboards and conduct audits to ensure compliance and reduce data-related risks.</li><li><strong>Education & Enablement:</strong> Lead training initiatives and develop documentation to foster a culture of data responsibility and awareness.</li></ul><p><strong>Why You’ll Love Working Here</strong></p><ul><li>A collaborative, kind, and intellectually curious team</li><li>Exceptional benefits, including:</li><li>100% employer-paid medical, dental, and vision for employees and dependents</li><li>2% profit share + 5% 401(k) match</li><li>Unlimited PTO (with two consecutive weeks required annually)</li><li>Flexible “work anywhere” weeks during Thanksgiving and Christmas</li></ul><p><strong>Interested in learning more?</strong></p><p>Send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect and explore whether this opportunity aligns with your next career move.</p>
