<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Associate Advisor | Wealth Management Firm | San Ramon</strong></p><p> </p><p>Join a <strong>growing, highly regarded wealth management firm</strong> known for high-touch client service and a collaborative, team-oriented culture. This is an excellent opportunity for someone looking to build a <strong>long-term career in financial advising</strong> with strong mentorship, training, and exposure to experienced advisors.</p><p> </p><p>Partner closely with a highly productive Senior Advisor across <strong>financial planning, client meetings, planning analysis, and ongoing relationship management</strong>. You’ll also gain exposure to the firm’s 401(k) practice, supporting participants and trustees and participating in plan review and investment discussions.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Support financial plan preparation and planning analysis</li><li>Prepare for and participate in client review meetings</li><li>Analyze client information and help implement planning recommendations</li><li>Manage follow-up items and ensure timely execution</li><li>Partner with client service, operations, and compliance teams</li><li>Support 401(k) participants and trustees</li><li>Assist with plan review meetings and investment selection discussions</li><li>Deliver a high-touch, detail-oriented client experience</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Launch your accounting career with Robert Half’s Full-Time Engagement Professionals (FTEP) program! As an Accounting Clerk, gain hands-on experience across accounts payable, receivable, billing, collections, and general accounting while supporting diverse client engagements. Enjoy full-time stability, professional growth, and exposure to leading organizations. Candidates should have intermediate Excel skills, strong attention to detail, and a degree in accounting, finance, or a related field.</p><p><br></p><p><strong>For more information, please contact Tawnia Kirshen via LinkedIn and send your resume to my email found there. </strong></p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Support day-to-day accounting operations across accounts payable, accounts receivable, billing, and collections.</li><li>Process invoices, post payments, and assist with vendor and customer account maintenance.</li><li>Generate and distribute invoices, monitor aging reports, and follow up on outstanding balances.</li><li>Reconcile account activity and research discrepancies to support accurate financial records.</li><li>Perform high-volume data entry with speed and accuracy.</li><li>Assist with cash application, payment tracking, and account updates.</li><li>Respond to vendor, customer, and internal inquiries in a timely and professional manner.</li><li>Maintain organized accounting documentation and support month-end close activities as needed.</li><li>Use Excel to prepare reports, track account activity, and support data review and analysis.</li><li>Adapt quickly to new client systems, workflows, and processes while delivering high-quality support.</li></ul>
<p><strong>Anisa is a Direct-Hire</strong> Recruiter with Robert Half <strong>Financial Services, </strong>specializing in roles within<strong> Finance & Accounting </strong>across the<strong> Bay Area. </strong>Happy to connect with professionals in the space, even if you’re just curious about the market.</p><p> </p><p>✨ Business Operations Analyst (Fund Operations)</p><p>📍 Menlo Park, CA (Hybrid)</p><p>🏢 Growing Investment Management Firm</p><p>💰 Competitive Base + Bonus + Great Benefits</p><p><br></p><p>Join a highly respected investment management organization that partners with families, foundations, and institutional investors across public and private markets. The firm is known for its long-term investment approach, collaborative culture, and commitment to innovation, data-driven decision-making, and operational excellence.</p><p><br></p><p>This position supports the coordination and execution of private investment operational workflows, including subscriptions, capital calls, investment documentation, funding coordination, and ongoing investment maintenance. The role also contributes to process improvement initiatives focused on enhancing efficiency, organization, and scalability across the platform. The ideal candidate is highly organized, detail-oriented, proactive, and comfortable managing multiple priorities in a collaborative, fast-paced investment environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Develop a strong understanding of the firm's investment platform, operational infrastructure, and private investment processes.</li><li>Support investment operations, including subscriptions, capital calls, redemptions, and ongoing investment maintenance.</li><li>Coordinate investment documentation, onboarding materials, and operational records.</li><li>Maintain operational trackers, reporting tools, and workflow calendars to ensure timely execution.</li><li>Partner with custodians, fund administrators, external investment managers, and internal teams to support day-to-day operations.</li><li>Assist with funding activities, cash movements, wire coordination, and transaction processing.</li><li>Support operational aspects of investment transactions, including secondary market activities.</li><li>Identify opportunities to improve processes, enhance workflows, and increase operational efficiency.</li><li>Maintain and document operating procedures, controls, and best practices.</li><li>Demonstrate professionalism, accuracy, and strong organizational skills in a fast-paced environment.</li></ul><p><strong>Why This Opportunity?</strong></p><p>✅ Exposure to public and private market investments</p><p>✅ Blend of accounting, reporting, investment operations, and analytics</p><p>✅ Strong mentorship and career growth potential</p><p>✅ Technology-forward environment embracing AI and automation</p><p>✅ High visibility and interaction with investment professionals and leadership</p><p>✅ Competitive compensation, bonus opportunity, and comprehensive benefits package</p><p><br></p><p><strong>For fastest consideration, reach out to <u>Anisa Henry via email or LinkedIn</u>.</strong></p>
We are looking for an Attorney/Lawyer to join a litigation practice serving clients in San Francisco, California. This role is suited for a licensed attorney with a solid background in California civil litigation who can manage insurance-related disputes involving automobile and property claims. The position offers hands-on involvement across the life of a case, from early strategy and written advocacy through discovery, depositions, and trial preparation in both state and federal courts.<br><br>Responsibilities:<br>• Handle a docket of civil litigation matters involving insurance coverage disputes and bad faith allegations tied primarily to personal auto and property claims.<br>• Prepare persuasive motions, briefs, and other court filings that support case strategy in California state courts and federal district courts.<br>• Lead and defend depositions, manage written discovery, and coordinate fact development to strengthen the overall litigation approach.<br>• Oversee case progression from initial evaluation through resolution, ensuring deadlines, pleadings, and litigation tasks are managed effectively.<br>• Partner with clients and internal legal teams to provide updates, assess exposure, and recommend practical next steps on active matters.<br>• Support trial readiness by organizing evidence, preparing witnesses, and assisting with pre-trial filings and hearing preparation.
We are looking for a Marketing Operations Specialist to join a growing team in San Ramon, California on a contract basis with the potential to become permanent. This position supports the day-to-day execution of marketing programs by bringing structure to projects, improving coordination across stakeholders, and ensuring campaigns and events stay on track. The role is ideal for someone who enjoys organizing complex workstreams, maintaining accurate data, and helping marketing efforts move from concept through delivery with consistency and accountability.<br><br>Responsibilities:<br>• Coordinate the full marketing workflow by organizing timelines, deliverables, ownership, and milestones across multiple initiatives.<br>• Maintain centralized visibility into active marketing projects so teams can easily track priorities, progress, dependencies, and upcoming actions.<br>• Partner with marketing leadership to turn business goals and campaign ideas into practical execution plans with clear follow-up and accountability.<br>• Oversee operational planning for meetings, webinars, recruiting activities, client events, and other marketing programs, including logistics, vendor communication, attendee coordination, and materials preparation.<br>• Work closely with creative and content partners to support invitations, branded assets, presentation materials, and event-related communications.<br>• Prepare and maintain recurring reports and dashboards that measure campaign results, event participation, lead activity, and areas for future optimization.<br>• Manage marketing tools, databases, lists, and tracking systems to help ensure accurate segmentation, clean records, and reliable campaign data.<br>• Develop and refine repeatable processes for intake requests, campaign coordination, event execution, and reporting while identifying opportunities to streamline workflows.<br>• Serve as a key point of contact for advisor and internal marketing requests by communicating timelines, status updates, competing priorities, and next steps clearly.
<p>We are looking for an experienced Sr. Accountant to support core accounting operations for a long-term contract opportunity in Modesto, California. This Sr. Accountant role will concentrate on maintaining accurate financial records, managing close activities, and ensuring reliable balance sheet support across fixed assets, leases, prepaid expenses, and cash accounts. The ideal Sr. Accountant candidate brings strong technical accounting knowledge, attention to detail, and the ability to work independently in a fast-paced environment.</p><p><br></p><p>Responsibilities:</p><p>• Lead key month-end close activities by preparing and reviewing financial data to support timely and accurate reporting.</p><p>• Record and maintain journal entries within the general ledger while ensuring transactions are properly supported and classified.</p><p>• Perform detailed account reconciliations for balance sheet accounts and resolve discrepancies through thorough analysis.</p><p>• Manage bank reconciliations and investigate outstanding items to maintain accuracy in cash reporting.</p><p>• Oversee fixed asset subledger activity, including reconciliation to the general ledger and maintenance of depreciation schedules.</p><p>• Administer lease accounting processes in accordance with ASC 842, including tracking balances and preparing related accounting entries.</p><p>• Monitor prepaid expense schedules and validate amortization calculations to ensure expenses are recognized in the correct periods.</p><p>• Support accounting process updates or system-related changes as needed by validating data integrity and maintaining continuity in financial reporting.</p>
<p>Robert Half is seeking an experienced Lead Endpoint Migration Consultant to support a large public-sector IT organization in Martinez, CA. This Lead Endpoint Migration Consultant will serve as the team's primary Microsoft Intune Subject Matter Expert (SME), leading enterprise endpoint management initiatives, modernizing device provisioning, and developing a strategic roadmap for transitioning from legacy management platforms to Microsoft Intune.</p><p>The environment includes more than 1,000 Windows devices, 1,000 iPads/iOS devices, and several hundred Apple computers.</p><p> </p><p>The ideal Lead Endpoint Migration Consultant will have extensive hands-on experience deploying and configuring Microsoft Intune and Windows Autopilot in enterprise environments. This Lead Endpoint Migration Consultant position requires someone who can independently assess the existing infrastructure, develop migration strategies, establish technical standards, and lead implementation efforts. This Lead Endpoint Migration Consultant position is a highly visible, hands-on engineering role requiring both strong technical expertise and the ability to provide strategic guidance on endpoint management initiatives</p><p> </p><p>Key Responsibilities</p><p> </p><p>Microsoft Intune Engineering & Deployment</p><ul><li>Serve as the primary Microsoft Intune SME, providing technical leadership for enterprise endpoint management.</li><li>Lead the design, deployment, configuration, and ongoing administration of Microsoft Intune across Windows, macOS, iOS, and iPadOS devices.</li><li>Implement and optimize Windows Autopilot for automated device provisioning, enrollment, and lifecycle management.</li><li>Configure device compliance policies, security baselines, application deployment, encryption controls, and role-based access controls (RBAC).</li><li>Integrate Microsoft Intune with Microsoft Entra ID (Azure Active Directory) to support identity management and device security.</li></ul><p>Endpoint Migration & Modernization</p><ul><li>Lead initiatives to migrate endpoint management capabilities from Tanium and Jamf to Microsoft Intune.</li><li>Assess the existing endpoint environment and identify technical dependencies, risks, and migration requirements.</li><li>Develop comprehensive migration roadmaps, project timelines, implementation priorities, and deployment strategies.</li><li>Collaborate with internal IT teams and technical stakeholders to ensure successful migration and adoption.</li><li>Support the modernization and consolidation of endpoint management platforms across the organization.</li></ul><p>Security, Identity & Authentication</p><ul><li>Support initiatives involving Microsoft Entra ID, Conditional Access, multifactor authentication (MFA), and endpoint security.</li><li>Assist with the organization's transition toward passkey-based and phishing-resistant authentication.</li><li>Configure and maintain device security policies, compliance requirements, and access controls.</li></ul><p>Technical Leadership & Documentation</p><ul><li>Develop and establish Microsoft Intune implementation standards, governance frameworks, technical guidance, and operational best practices.</li><li>Create technical roadmaps outlining project priorities, dependencies, implementation milestones, and timelines.</li><li>Establish reporting and operational metrics to monitor endpoint compliance, deployment progress, and platform health.</li></ul>
<p>We are looking for an experienced Senior Attorney or Partner to join small law firm in San Francisco, California. This role offers an exciting opportunity for a legal expert with a strong background in family law and civil litigation to advance their career while contributing to the growth and success of our firm. The ideal candidate will have a passion for leadership, client advocacy, and business development.</p><p><br></p><p>Responsibilities:</p><p>• Lead and manage cases in family law, probate, and trust and estate practices, ensuring high-quality representation for clients.</p><p>• Prepare and complete legal documents, conduct client meetings, and represent clients in hearings and depositions.</p><p>• Oversee the filing and service of legal documents, maintaining strict adherence to deadlines and court requirements.</p><p>• Conduct legal research and provide strategic advice to clients and the firm.</p><p>• Mentor and supervise associates, fostering growth and ensuring effective case management.</p><p>• Build and maintain a book of business by cultivating strong client relationships and networking within the legal community.</p><p>• Stay updated on developments in family law and related areas to provide cutting-edge legal strategies.</p><p>• Assist with transactional work, including drafting and reviewing contracts and other documentation.</p><p>• Contribute to administrative functions and support the overall operations of the firm.</p>
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Client Service Associate | Wealth Management Firm | REMOTE</strong></p><p> </p><p>Join a <strong>growing, independent wealth management firm</strong> with a loyal client base, strong reputation, and long track record of success. This is an excellent opportunity for someone who enjoys the <strong>client service and operational side of wealth management</strong> and wants to build a long-term career without pursuing the traditional advisor or sales path.</p><p> </p><p>The role is offers <strong>strong work-life balance</strong>, meaningful client interaction, and the opportunity to work closely with experienced advisors. You'll join a stable, collaborative team where you can make an immediate impact while continuing to grow your wealth management expertise.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Manage <strong>new account openings</strong>, account maintenance, and client paperwork</li><li>Process money movements, beneficiary changes, and other account transactions</li><li>Communicate directly with clients to gather information and resolve requests</li><li>Coordinate with custodians and internal teams to ensure timely processing</li><li>Support insurance paperwork and client documentation</li><li>Partner with advisors on day-to-day <strong>client service and operations </strong></li><li>Maintain accurate client records and support special projects</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>We are looking for an Accounting Assistant to join a team in Modesto, California and contribute to both accounting support and day-to-day office coordination. This contract opportunity with potential for a permanent role is well suited for someone who is organized, adaptable, and comfortable handling a mix of financial and administrative responsibilities in a fast-paced setting. The ideal candidate brings a strong grasp of core accounting tasks, enjoys keeping records accurate, and can step in across functions as priorities shift.</p><p><br></p><p>Responsibilities:</p><p>• Manage incoming payments and support accounts receivable activities by maintaining accurate documentation and updating financial records.</p><p>• Prepare check deposits, record transactions in the appropriate systems, and help ensure timely processing of daily cash activity.</p><p>• Complete routine account reconciliations to verify accuracy, resolve discrepancies, and maintain dependable financial data.</p><p>• Assist with payroll-related activities, including gathering information, reviewing entries, and supporting processing as needed.</p><p>• Maintain orderly accounting files and administrative records to support compliance, reporting, and efficient office operations.</p><p>• Use Microsoft Excel to track financial information, build supporting spreadsheets, and assist with reporting and data review.</p><p>• Provide general office support, including organizing materials, assisting with operational cleanup efforts, and helping improve day-to-day workflow.</p><p><br></p><p>For immediate consideration contact Robert half at 209-232-1991.</p>
<p>We are looking for an Employment Staff Attorney to provide high-quality legal representation and advocacy for low-income workers in San Rafael, California. </p><p><br></p><p>Responsibilities:</p><p>• Conduct intake meetings, assess facts, analyze legal issues, and perform thorough research to support case strategy and advice.</p><p>• Lead community presentations and participate in outreach activities that increase awareness of workplace rights and available legal resources.</p><p>• Negotiate with employers and opposing counsel to pursue favorable resolutions through settlement when appropriate.</p><p>• Advocate for clients in administrative proceedings and court matters, including support for broader litigation efforts aligned with organizational priorities.</p><p>• Provide direction, mentoring, and training to legal support staff, interns, and volunteers as needed.</p><p>• Partner with internal staff to maintain strong service delivery, track case progress, and uphold high standards of representation.</p><p>• Maintain accurate case files, time records, and outcome data to support compliance, reporting, fundraising, and program evaluation.</p>
We are looking for a Financial Planning Analyst to join our team in San Ramon, California. In this role, you will help shape budgets, forecasts, and performance reporting while partnering with leaders across the business to turn operational plans into clear financial insight. This position is ideal for someone who enjoys working with data, building models, and supporting decision-making in a dynamic, growth-oriented environment.<br><br>Responsibilities:<br>• Develop and maintain budgets, quarterly forecasts, and updated financial outlooks across revenue, operating costs, headcount, and cash flow.<br>• Collaborate with department leaders to translate hiring plans, spending needs, and business objectives into practical financial plans.<br>• Compare actual results against budget and forecast expectations, then highlight performance drivers, emerging risks, and potential opportunities.<br>• Create recurring reporting packages, dashboards, and key performance indicators to support leadership review and business planning.<br>• Build financial models that inform investment choices, resource allocation, pricing considerations, and broader strategic initiatives.<br>• Analyze trends in revenue, margins, operating expenses, workforce costs, and other operating metrics to support business decisions.<br>• Contribute to month-end and periodic reporting deliverables, including materials prepared for executives and external stakeholders.<br>• Maintain workforce planning assumptions by modeling compensation, benefits, and staffing changes over time.<br>• Identify ways to streamline analysis and reporting through automation, AI-enabled tools, and continuous process improvements while protecting sensitive data.
<p><strong>Anisa is a Direct-Hire</strong> Recruiter with Robert Half <strong>Financial Services, </strong>specializing in roles within<strong> Finance & Accounting </strong>across the<strong> Bay Area. </strong>Happy to connect with professionals in the space, even if you’re just curious about the market.</p><p> </p><p>✨ Client Advisor</p><p>📍 San Francisco, CA (Hybrid)</p><p>🏢 Collaborative Wealth Management Firm</p><p>💰 Competitive Base + Bonus + Great Benefits</p><p><br></p><p>Anisa is partnering with a highly respected wealth management firm is seeking a <strong>Client Advisor</strong> to join its close-knit Bay Area team. This is an exceptional opportunity for a financial planning professional who enjoys partnering with clients on complex financial decisions while working alongside experienced investment professionals in a highly collaborative environment. This team embraces a shared-client philosophy. Advisors, planners, portfolio managers, and support staff work together to deliver an outstanding client experience while supporting one another's growth and success.</p><p><br></p><p><strong>What You'll Be Doing</strong></p><ul><li>Develop comprehensive financial plans tailored to the evolving needs of high-net-worth individuals and families</li><li>Partner closely with investment professionals to deliver holistic wealth management solutions</li><li>Guide clients through retirement, tax, estate, cash flow, charitable giving, and other planning considerations</li><li>Present planning strategies and recommendations in a clear, client-friendly manner</li><li>Participate in client meetings and serve as a trusted resource throughout the planning process</li><li>Help monitor and update financial plans as circumstances and goals evolve</li><li>Build strong relationships through proactive service and thoughtful advice</li><li>Support business development efforts through referrals, networking opportunities, and prospect meetings</li></ul><p>If you're a planning-focused wealth management professional seeking a highly collaborative environment with strong growth potential, we'd love to connect.</p><p><br></p><p><strong>For fastest consideration, reach out to <u>Anisa Henry via email or LinkedIn</u>.</strong></p><p><br></p><p><br></p><p><br></p><p><br></p>
<p><strong>Overview:</strong></p><p>Join our team as a Cost Accountant, supporting financial management and project cost analysis for our growing construction company. This position is responsible for ensuring accurate tracking of project expenditures, supporting effective budgeting, and facilitating transparent financial reporting to stakeholders.</p><p> </p><p><strong>Responsibilities:</strong></p><ul><li>Prepare and analyze cost reports for multiple construction projects</li><li>Review project budgets and track actual costs against estimates</li><li>Monitor job cost allocations and variance explanations</li><li>Collaborate with project managers to verify purchase orders, invoices, and expenses</li><li>Review labor, material, equipment, and subcontractor costs for accuracy and documentation</li><li>Evaluate change orders and their financial impact</li><li>Support month-end and year-end close related to project accounting</li><li>Maintain cost accounting records and construction project files</li><li>Assist with forecasting and identifying areas for cost improvement</li><li>Provide financial summaries to management and support strategic business decisions</li></ul><p><br></p>
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Senior Finance Associate | Venture Capital Firm | San Francisco ; Hybrid | Strong Comp (Base + Bonus + Carry!)</strong></p><p> </p><p>Join a <strong>highly regarded venture capital firm with billions in assets under management</strong>, backing innovative companies across automation, AI, and real-world industries. This is a <strong>high-impact opportunity within a lean, high-performing finance team</strong>, with broad exposure across fund accounting, reporting, valuation, transactions, and finance operations.</p><p> </p><p>Ideal for someone who enjoys <strong>process improvement, systems, AI, and automation</strong> and wants meaningful ownership as the platform grows. <strong>Competitive compensation, bonus, carry participation, flexible hybrid schedule, extended seasonal office closures, and strong long-term growth potential.</strong></p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Manage monthly and quarterly close and reconciliations across funds and SPVs</li><li>Prepare NAV, capital accounts, allocations, and shadow-book schedules</li><li>Coordinate with fund administrators, audit, and tax providers</li><li>Prepare LP reporting and supporting schedules</li><li>Support valuations, comparable company analysis, and quarterly performance reporting</li><li>Prepare transaction wire packages and supporting documentation</li><li>Maintain cash, investment, portfolio, and operational trackers</li><li>Support regulatory filing processes</li><li>Improve finance systems and processes</li><li>Identify opportunities to leverage <strong>AI and automation</strong> across the finance function</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Looking for a skilled litigation attorney for a growing law firm based in San Francisco, handling high-stakes and impactful complex litigation cases.</p><p><br></p><p>Responsibilities:</p><p>• Handle complex litigation cases with professionalism and precision</p><p>• Draft complaints, motions, pleadings, and discovery documents as required</p><p>• Take and defend depositions effectively and thoroughly</p><p>• Argue motions in court</p>
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Finance Manager | Private Equity Firm | San Jose| Hybrid | Strong Compensation!!</strong></p><p> </p><p>A leading global investment firm focused on technology investing is growing its finance team. Known for its sophisticated investment platform, strong performance track record, and high-caliber culture, the firm offers the opportunity to work alongside top talent within a highly respected private markets environment.</p><p> </p><p>This is an exciting opportunity to gain deep exposure to complex private equity fund structures while working closely with a lean, highly technical team. The role offers a mix of fund accounting and tax exposure, strong visibility, technical depth, excellent compensation and benefits, and long-term growth potential within a premier investment platform.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Support fund accounting across complex private equity fund structures</li><li>Manage quarterly closes, reconciliations, capital calls, and distributions</li><li>Assist with annual financial statements and audit coordination</li><li>Partner with internal teams and external fund administrators on reporting and operations</li><li>Support accounting and tax-related workstreams across the platform</li><li>Contribute to technical accounting analysis and process improvement initiatives</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing. </p><p><br></p><p><strong>Controller | Family Office | San Francisco | Base + Bonus + Great Perks!</strong></p><p> </p><p>A well-established family office overseeing a diversified portfolio spanning real estate, hospitality, and specialty agriculture. The team is known for its stability, collaborative culture, and commitment to excellence, offering an environment where each professional’s contributions are valued.</p><p> </p><p>This position provides competitive compensation, comprehensive benefits (medical, dental, vision, life, FSAs, 401(k) match, commuter benefits), a hybrid schedule, and minimal overtime. The role offers exposure to varied industries, professional development opportunities, and the ability to work in a supportive, low-turnover environment.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Manage the full accounting cycle, including accounts payable, general ledger, reconciliations, and financial reporting</li><li>Review and analyze financial statements prior to submission to external CPAs</li><li>Support tax compliance and planning, including reviewing returns prepared externally</li><li>Collaborate with internal stakeholders to address the financial and operational needs of multiple entities</li><li>Oversee accounting for specialized portfolio industries, including real estate and niche operations</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Finance Associate | Venture Capital Firm | San Francisco; Hybrid (3 days onsite) | Strong Comp (Base + Bonus + Carry!)</strong></p><p> </p><p>Join a <strong>leading venture capital </strong>firm investing in innovative companies across AI, automation, and other transformative sectors. The firm offers a collaborative, entrepreneurial culture and the opportunity to work closely with both finance and investment teams.</p><p><br></p><p>This is a <strong>high-visibility role on a lean finance team</strong>, providing exposure to <strong>fund accounting, valuations, investor reporting, transactions, and fund operations</strong>. Ideal for someone who enjoys <strong>AI, automation, process improvement, and taking ownership</strong> in a fast-growing platform. Competitive compensation, bonus potential, carry participation, schedule flexibility, and strong long-term growth opportunities.</p><p><br></p><p>Responsibilities</p><ul><li>Manage monthly and quarterly close processes across funds and SPVs</li><li>Prepare NAV calculations, capital account activity, allocations, and reporting schedules</li><li>Coordinate with fund administrators, auditors, and tax providers</li><li>Support LP reporting and investor communications</li><li>Assist with <strong>valuations, portfolio analysis, and performance reporting</strong></li><li>Support investment transactions and cash movement activity</li><li>Maintain fund and operational reporting trackers</li><li>Drive <strong>process improvements, systems enhancements, and automation initiatives</strong></li><li>Identify opportunities to leverage <strong>AI across finance operations</strong></li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>We are looking for an experienced Accounting Manager/Supervisor to lead core accounting operations for a SaaS or technology-focused organization in San Francisco, California. This role will oversee the close process, maintain accurate financial records, and support audit readiness across the business. The ideal candidate brings a strong background in both public and private accounting environments, along with hands-on experience using NetSuite.</p><p><br></p><p>Responsibilities:</p><ul><li>Direct monthly, quarterly, and annual close activities to ensure timely and accurate financial reporting.</li><li>Manage general ledger integrity by reviewing journal entries, account activity, and supporting documentation.</li><li>Perform and oversee bank and balance sheet reconciliations, resolving discrepancies efficiently.</li><li>Prepare financial data and schedules required for external and internal audit activities.</li><li> Partner with cross-functional stakeholders to strengthen accounting processes and maintain compliance with established standards.</li><li> Supervise day-to-day accounting operations and provide guidance to team members on reporting and close requirements.</li><li>Use NetSuite to monitor transactions, maintain financial records, and improve reporting accuracy.</li><li> Support special accounting initiatives and process improvements as business needs evolve.</li></ul>
<p>We are looking for a detail-oriented Legal Secretary to support litigation matters in Redwood City, California. This role focuses on preparing court-ready documents, coordinating filings, and maintaining organized case materials while working closely with attorneys, paralegals, and litigation support colleagues. The ideal candidate brings strong knowledge of filing procedures, excellent document formatting skills, and the ability to manage deadlines in a fast-paced legal environment.</p><p><br></p><p>Responsibilities:</p><p>• Draft, revise, proofread, and finalize litigation documents such as motions, briefs, and related court submissions before filing.</p><p>• Produce accurate tables of contents and tables of authorities, and apply advanced formatting tools to ensure consistency across legal documents.</p><p>• Prepare final filing sets in PDF format, including bookmarking, pagination, and layout adjustments that meet court submission requirements.</p><p>• Partner with paralegals and legal team members to assemble exhibits, appendices, and supporting records for filings and case materials.</p><p>• Monitor applicable court rules, filing procedures, and judge-specific requirements to help maintain compliance across matters.</p><p>• Keep case information records current by updating deadlines, court details, captions, and service lists with accuracy.</p><p>• Manage the storage and organization of draft and final documents within litigation document management systems while preserving accessibility and security.</p><p>• Support shared litigation workflows by responding to team assignments, assisting with filing requests, and helping coordinate coverage for urgent or after-hours submissions.</p><p>• Follow established litigation support procedures and practice guidelines to promote consistency, quality, and compliance in daily work.</p>
Senior SEC Reporting Manager<br>We are seeking an experienced Senior SEC Reporting Manager to lead all aspects of external financial reporting and regulatory compliance. This role is responsible for the preparation and integrity of SEC filings, technical accounting, equity and stock-based compensation accounting, SOX compliance, and cross-functional coordination with auditors, legal counsel, FP&A, and executive leadership.<br><br>The ideal candidate brings deep public-company reporting experience, strong technical expertise, and the ability to operate hands-on in a fast-paced, deadline-driven environment.<br><br>Key Responsibilities:<br>External Reporting & Filings<br>• Lead preparation and filing of all SEC reports, including 10–K, 10–Q, 8–K, proxy statements, and annual reports<br>• Oversee the preparation and review of quarterly and annual financial statements, including footnotes, EPS calculations, equity rollforwards, and non-GAAP/aEBITDA disclosures<br>• Ensure accuracy, completeness, and integrity of XBRL tagging and SEC filings<br>• Monitor emerging SEC regulations and disclosure requirements and assess impact<br><br>Technical Accounting & Equity<br>• Manage all aspects of stock-based compensation accounting, including equity reconciliations, PSU tracking, and related audit and tax support<br>• Prepare and review capitalized software accounting, including R&D labor deferrals and related journal entries<br>• Conduct technical accounting research and prepare position memos (approximately 4–6 per quarter)<br>• Evaluate investments, equity transactions, and complex financial activities for accounting and disclosure implications<br><br>Audit, Governance & Controls<br>• Lead quarterly review and annual audit processes in coordination with external auditors<br>• Partner with internal and external legal counsel on proxy filings, disclosures, and corporate governance matters<br>• Support domestic and international statutory audits (including UK statutory audit)<br>• Lead quarterly Disclosure Committee meetings and prepare materials for Audit Committee and CFO<br>• Oversee SOX compliance and internal controls related to SEC reporting and collaborate with external SOX partners<br>Corporate Finance & Operations<br>• Oversee cash-related corporate activities, including stock repurchases, dividends, and related filings<br>• Prepare Excise Tax filings and other required corporate filings<br>• Partner with FP&A on quarterly results and earnings support<br>• Lead or contribute to cross-functional accounting and regulatory initiatives<br>Qualifications:<br>• Bachelor’s degree in Accounting, Finance, or related field<br>• 15+ years of progressive accounting experience, including Big 4 and publicly traded company SEC reporting experience<br>• Proficiency with Workiva, Equity Edge Online, and XBRL<br>• Deep knowledge of U.S. GAAP, SEC regulations, and technical accounting standards<br>• Proven ability to manage multiple deadlines and operate effectively in a hands-on capacity<br>• Strong written and verbal communication skills, with experience presenting to executive leadership and audit committees<br>• Advanced Excel and financial reporting systems expertise<br>• Ability and willingness to “roll up sleeves” and consistently meet tight deadlines
We are looking for a skilled Litigation Associate to join our team in San Jose, California. This role focuses on handling real estate disputes and litigation while providing support for other practice areas within the firm. The ideal candidate will bring expertise in civil litigation, a strong understanding of California law, and a commitment to delivering excellent legal services.<br><br>Responsibilities:<br>• Conduct in-depth legal research and analysis to develop effective case strategies.<br>• Draft legal documents, including pleadings, motions, and discovery requests, with accuracy and attention to detail.<br>• Represent clients in settlement negotiations, hearings, and trials to secure favorable outcomes.<br>• Collaborate with colleagues to address complex legal matters and provide strategic guidance.<br>• Review and interpret California civil procedure and evidence codes to ensure compliance in litigation processes.<br>• Manage client matters with professionalism and maintain strong communication throughout the case lifecycle.<br>• Prepare for and participate in depositions, mediations, and other litigation proceedings.<br>• Maintain a high standard of ethical conduct and professionalism while advocating for clients.<br>• Stay informed about legal developments and changes in real estate law to provide informed counsel.<br>• Support the firm's broader litigation practices as needed, contributing to a collaborative team environment.
<p>Midsize litigation firm is seeking an Associate Attorney to support its busy defense litigation practice. This role offers the opportunity to work on a full lifecycle caseload, from initial case assessment through resolution, in a collaborative and fast-paced environment. This position can be remote or on-site, depending on your work preferences and location. The ideal candidate will have an active CA Bar license and at least 2-3+ years of CA-based civil litigation experience. </p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Manage and support all phases of defense litigation matters from inception through trial preparation, settlement, and resolution. </li><li>Draft, review, and file pleadings, motions, discovery requests and responses, and other litigation-related documents.</li><li>Conduct legal research and prepare memoranda on case strategy, liability, damages, and procedural issues. </li><li>Handle discovery, including document review, analysis, and coordination of eDiscovery materials.</li><li>Assist with trial preparation, including witness preparation, exhibit organization, and pretrial filings. </li><li>Communicate regularly with clients, opposing counsel, experts, and internal team members regarding case status and strategy. </li><li>Maintain case files and ensure compliance with court deadlines and procedural requirements. </li></ul><p><br></p>
We are looking for a skilled Staff Accountant to support core accounting operations for a multi-entity organization in San Jose, California. This role centers on accounts payable, reconciliations, journal entries, and close support while helping maintain accurate financial records and dependable reporting. The position is well suited for someone who can handle a high volume of transactions, stay organized under competing deadlines, and work effectively with both finance and operational teams.<br><br>Responsibilities:<br>• Manage full-cycle accounts payable activities, including reviewing invoices, verifying approvals, assigning accurate coding, and coordinating timely disbursements.<br>• Prepare journal entries and maintain general ledger activity to ensure accounting records are complete, accurate, and properly supported.<br>• Reconcile bank accounts, credit cards, and other balance sheet accounts, researching variances and resolving discrepancies promptly.<br>• Assist with month-end and year-end close tasks by organizing supporting schedules, reviewing account activity, and helping finalize reporting packages.<br>• Maintain vendor records, respond to payment-related questions, and work with internal teams to address invoice or documentation issues.<br>• Monitor cash transactions and keep clear documentation for receipts, payments, and related banking activity.<br>• Support audit requests, tax-related documentation, and annual reporting requirements by gathering and organizing financial information.<br>• Contribute to process improvements that strengthen internal controls, increase efficiency, and support reliable accounting workflows.<br>• Partner with cross-functional stakeholders on budgeting, forecasting, and special accounting projects as business needs arise.