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121 results for Program Manager in Pleasanton, CA

Tax Director/Manager - Corporate
  • Oakland, CA
  • onsite
  • Permanent
  • 200000.00 - 220000.00 USD / Yearly
  • <p>We are looking for a skilled and detail-oriented Tax Director/Manager to join our team in Oakland, California. In this role, you will provide leadership and expertise in corporate tax compliance, income tax provisions, and related processes. Working within a collaborative and dynamic environment, you’ll play a vital role in ensuring the organization’s tax operations are efficient and fully compliant with regulatory standards. <strong>For immediate consideration, please contact Tra Nguyen directly via Linked-In.</strong></p><p><br></p><p>Responsibilities:</p><ul><li>Maintain integrity and accessibility of tax-sensitive data throughout the entire tax lifecycle</li><li>Conduct in-depth reviews of key tax processes to identify and implement optimal solutions in the new environment</li><li>Collaborate with tax teams to design accurate, well-controlled tax data, analytics, and automation processes</li><li>Ensure seamless integration with PowerPlan tax modules and other core tax systems</li><li>Create workshop materials to educate SMEs and support informed decision-making</li><li>Co-lead and facilitate workshops with SI Partner, ensuring focus and alignment</li><li>Document and critically review deliverable content for accuracy and quality</li><li>Support the development and review of test scenarios and test scripts</li><li>Act as SME in cross-functional workshops to confirm tax requirements and assess integration impacts</li><li>Anticipate challenges and proactively develop innovative solutions</li><li>Contribute to benchmarking efforts, including industry sessions and conferences, to share and adopt best practices</li></ul>
  • 2025-08-27T15:08:59Z
Financial Planning & Analysis Manager
  • Bay Area - Mostly Remote, CA
  • onsite
  • Permanent
  • 140000.00 - 150000.00 USD / Yearly
  • <p>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR DETAILS</p><p><br></p><p>SR. FINANCIAL ANALYST - hybrid role of finance and some accounting</p><p><br></p><p>Responsibilities:</p><p>Perform highly specialized and complex financial analysis, budget analysis, and </p><p>related fiscal functions for a large and diverse hospital service line/department or is </p><p>responsible for coordinating a major budget/financial analysis program in the Hospital </p><p>Finance Department. Duties include financial planning, forecasting and modeling, </p><p>budget development, performance monitoring and management reporting. Prepare</p><p>and provide complex analysis for special and high-level reports for review at the </p><p>executive level. Track expenses for various cost centers. </p><p>Provide leadership in the fiscal planning process and recommends </p><p>process improvements. </p><p><br></p>
  • 2025-08-28T19:39:36Z
Senior Accounting Manager, Hedge Funds
  • San Francisco, CA
  • onsite
  • Permanent
  • 200000.00 - 250000.00 USD / Yearly
  • <p>Apply here & ping me as well on LinkedIn if you feel you are a good fit for this opportunity! - Jeffrey Abrams on LinkedIn.</p><p><br></p><p>We are partnered with a leading global investment management firm (a mega fund) that operates internationally with hundreds of employees across key financial centers. Its investments span public and private debt and equity securities, direct investments in private companies, and real estate.</p><p>The role involves managing a substantial portion of the hedge fund accounting operations and presents a clear opportunity for leadership and long-term career growth. The organization is in a period of innovation and welcomes candidates who bring fresh ideas and a continuous improvement mindset.</p><p><br></p><p>Position: <em>Senior Hedge Fund Manager / Hedge Fund Controller</em></p><p><br></p><p>Overview:</p><p>This is a critical senior-level role responsible for leading a 10–12 person accounting team and overseeing the close processes for both multi-strategy hedge funds and a number of specialized investment funds. The position reports to the Global Controller and plays a key part in fund accounting for the firm’s significant assets under management. <em>If you will require relocation, this firm is willing and able to provide meaningful support for you.</em></p><p><br></p><p>Key Responsibilities:</p><ul><li>Lead and manage the fund accounting team responsible for multiple fund structures, including both share class and partnership-based hedge funds.</li><li>Review accounting closes and financial reporting deliverables for accuracy and completeness.</li><li>Partner with internal stakeholders across Tax, Legal, Operations, and Investor Relations.</li><li>Provide mentorship and technical guidance to staff while cultivating a high-performance team culture.</li><li>Communicate complex fund accounting issues clearly and effectively to senior leadership.</li><li>Drive key initiatives focused on operational improvement, process re-engineering, and digital transformation.</li><li>Maintain a hands-on approach to leadership—reviewing work, offering feedback, and ensuring high-quality output.</li></ul><p><br></p>
  • 2025-08-26T22:35:13Z
Sr. Administrative Assistant
  • Oakland, CA
  • onsite
  • Contract / Temporary to Hire
  • 30.00 - 35.00 USD / Hourly
  • <p>We are seeking a highly skilled Administrative and Project Management professional to support real estate development projects from an operations and administrative perspective in a non-profit in Oakland. This role is ideal for someone with senior-level administrative experience in real estate development who can balance both day-to-day operations and project oversight. This position is hybrid, with a mix of on-site and remote work.</p><p> </p><p>Key Responsibilities</p><p> </p><ul><li>Provide senior-level administrative and operational support across multiple real estate development projects.</li></ul><p> </p><ul><li>Assist with project management for building rehabilitation, including coordinating with contractors, architects, and construction teams.</li></ul><p> </p><ul><li>Oversee risk management processes related to real estate development activities.</li></ul><p> </p><ul><li>Liaise with vendors, contractors, and other stakeholders to ensure smooth operations and timely project execution.</li></ul><p> </p><ul><li>Support leasing and operational activities for commercial mixed-use and residential properties, including community hubs and meeting spaces.</li></ul><p> </p><ul><li>Manage project documentation, scheduling, and reporting.</li></ul><p> </p><ul><li>Ensure compliance with operational policies and procedures (Fair Housing knowledge a plus but not required).</li></ul><p><br></p>
  • 2025-08-19T20:58:45Z
Property Administrator
  • Alameda, CA
  • onsite
  • Temporary
  • 38.00 - 44.00 USD / Hourly
  • We are looking for a dedicated Property Administrator to join our team in Alameda, California. This long-term contract position involves managing housing programs, ensuring compliance with regulations, and fostering strong relationships with landlords and tenants. The ideal candidate will excel in property management tasks, including eligibility determinations, leasing, and client support.<br><br>Responsibilities:<br>• Conduct eligibility assessments for housing programs to ensure clients meet program requirements.<br>• Oversee leasing processes, including tenant onboarding and lease agreement management.<br>• Facilitate property inspections to maintain compliance with housing standards and regulations.<br>• Serve as a liaison between landlords and tenants to address concerns and foster positive relationships.<br>• Calculate tenant income to determine rent contributions and ensure accurate records.<br>• Provide outreach and support to clients, offering guidance on housing-related matters.<br>• Maintain compliance with organizational and agency policies in all housing program operations.<br>• Utilize property management software, such as Yardi, to track and manage housing data effectively.<br>• Monitor program operations to identify areas for improvement and implement necessary adjustments.<br>• Collaborate with team members to ensure smooth program administration and service delivery.
  • 2025-09-05T02:44:37Z
RFP & Performance Data Analyst - Fund Management
  • San Mateo, CA
  • onsite
  • Permanent
  • 100000.00 - 130000.00 USD / Yearly
  • <p>Reply here with your interest and you will be considered promptly. Ping me on LinkedIn too at Jeffrey Abrams</p><p><strong> </strong></p><p><strong>Company:</strong></p><p>Founded by pioneers in their field, my client is a privately-owned boutique investment manager that has specialized in the small and mid-cap equity market for 25+ years. With a substantial AUM across a diversified top-tier investor base, they have continued to achieve outsized returns and expanded strategically. Their team is seeking a project-minded candidate to join our internal finance and client support team. This is a high-visibility role ideal for someone looking to pursue a long-term career in asset management. </p><p><strong> </strong></p><p><strong>Responsibilities include: </strong></p><p>• RFP Process Management: </p><p> o Write, edit, and craft accurate and relevant responses to Request for Proposal (RFP) and Request for Information (RFI). </p><p> o Gather and analyze relevant data and answers from different financial software. </p><p> o Assist with data and other requests from internal and external stakeholders. </p><p> o Create and update factsheets, presentations, and commentaries </p><p> o Support our Sales team with ad-hoc marketing materials, product positioning materials and reporting </p><p>• Client Reporting & Analytics </p><p> o Maintain and update external performance reporting databases and client databases </p><p> o Analyze the necessary data and respond to data requests from clients or their advisors </p><p> o Collaborate cross-functionally with sales, investment, trading, and compliance teams on ad-hoc projects. </p><p><strong> </strong></p><p>Successful attributes for this role include strong writing, analytical, project management, collaboration, and communication skills, as well as an understanding of financial concepts and the ability to interpret documents. You will collaborate on a frequent basis with investment, sales, and compliance colleagues. </p>
  • 2025-08-08T18:29:02Z
Operations Lead for Venture Capital Firm
  • Palo Alto, CA
  • onsite
  • Permanent
  • 100000.00 - 130000.00 USD / Yearly
  • <p><strong>Operations Lead / Manager (Title Flexible)</strong></p><p>&#128205; Palo Alto, CA (5 days onsite)</p><p>&#128176; $100,000 – $120,000 base (stretch up to $130,000 DOE) + 10–15% bonus + benefits</p><p><br></p><p><strong>Jennifer Fukumae with Robert Half Finance and Accounting</strong> is partnering with a rapidly growing <strong>venture capital firm. </strong>They are seeking an <strong>Operations Lead/Manager</strong> to join its Palo Alto headquarters. With significant assets under management and continued expansion on the horizon, the firm provides a unique opportunity to gain hands-on exposure to the inner workings of venture capital while working alongside investors, founders, and senior executives.</p><p>This is an ideal role for an ambitious, intelligent, resourceful, and eager to grow into a <strong>Chief of Staff</strong>. The firm fosters a collaborative, high-energy culture and offers direct access to leadership and investors, making it a strong platform for career growth in VC operations.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Meeting & Investment Support</strong></p><ul><li>Track portfolio updates and investment team priorities using Airtable (or similar tools).</li><li>Prepare, organize, and manage documentation for weekly pitch and portfolio review meetings.</li><li>Ensure materials are accurate, timely, and presentation-ready.</li></ul><p><strong>Project & Investor Support</strong></p><ul><li>Support a team of investors, keeping projects, deliverables, and priorities organized.</li><li>Manage quarterly reporting and other investor communications with accuracy and professionalism.</li><li>Implement and streamline workflows using Notion, Airtable, or comparable systems.</li></ul><p><strong>Office & Operations Management</strong></p><ul><li>Oversee day-to-day office operations, ensuring a polished and professional environment.</li><li>Anticipate investor and guest needs, from meeting logistics to hospitality.</li><li>Serve as a primary point of contact, fostering a welcoming and professional atmosphere.</li></ul><p><strong>Event Planning & Relationship Management</strong></p><ul><li>Plan and execute investor dinners, sponsorships, and high-profile events.</li><li>Manage guest lists, vendor relationships, and logistics to ensure seamless experiences.</li><li>Represent the firm with polish in interactions with executives, investors, and UHNW individuals.</li></ul>
  • 2025-09-04T15:04:28Z
Project Accountant
  • Pleasant Hill, CA
  • onsite
  • Permanent
  • 65000.00 - 85000.00 USD / Yearly
  • <p>We are looking for a detail-oriented Project Accountant to join our team in Pleasant Hill, California. The ideal candidate will oversee financial processes related to project accounting, ensuring accuracy and compliance with company standards. This role requires a proactive individual with expertise in account reconciliation, billing, and financial reporting.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Process day-to-day accounting tasks, including accounts receivable/payable, job costing, banking, and PO/subcontract management.</li><li>Submit payroll to third-party provider; manage retirement and union payments, and update payroll-related records.</li><li>Enter invoices, issue AP checks, and handle 1099 preparation.</li><li>Oversee subcontractor billing and ensure up-to-date Certificates of Insurance (COIs).</li><li>Reconcile bank accounts monthly.</li><li>Maintain job cost accounting; prepare budgets, change orders, and Work-In-Progress (WIP) reports.</li><li>Track and record prepaid expenses (e.g., property taxes, insurance).</li><li>Support timely and accurate financial reporting on a monthly, quarterly, and annual basis; collaborate with CPA on required schedules.</li><li>Conduct monthly analysis of key financial metrics and implement improved reporting processes.</li><li>Provide financial insights and advice to ownership and management for process improvements.</li><li>Manage company cash flow and forecasting, reporting regularly to ownership.</li><li>Create annual budgets, rolling forecasts, and perform budget vs. actual variance analysis.</li><li>Assist with state business registrations, licenses, and various tax matters.</li><li>Coordinate with CPA firm for annual financial statement review and tax preparation.</li><li>Liaise with external parties including banks, bonding companies, insurance providers, and brokers.</li></ul><p><br></p>
  • 2025-08-15T15:29:05Z
Executive Assistant
  • Palo Alto, CA
  • onsite
  • Temporary
  • 30.00 - 45.00 USD / Hourly
  • <p>The <strong>Executive Assistant</strong> will support a wide range of functions related to planning, coordination, and execution of internal operations and client-facing programs. The <strong>Executive Assistant</strong> will be deeply involved in business development, logistics management, and project facilitation across various departments, including clinical, administrative, and academic units. Acting as a key point of contact for leadership, the <strong>Executive Assistant</strong> ensures seamless communication, organization, and delivery of critical tasks while representing the office in a professional and proactive manner.</p><p>WResponsibilities:</p><ul><li>Provide executive-level administrative support, including calendar management, meeting coordination, and internal communication on behalf of leadership</li><li>Lead or support projects aimed at improving internal operations, documenting project scope, timelines, and deliverables</li><li>Manage logistics for marketing initiatives, events, and internal/external client meetings</li><li>Prepare materials and collateral for events and presentations in alignment with strategic initiatives</li><li>Coordinate with vendors, consultants, and contractors during selection and engagement processes</li><li>Ensure operational processes and documentation comply with internal policies and quality standards</li><li>Monitor and support Care Coordination workflow to assist with patient inquiries and scheduling when necessary</li><li>Compile and synthesize data and reports for leadership review</li><li>Serve as a liaison between departments and external stakeholders to facilitate clear and efficient communication</li><li>Maintain confidentiality, prioritize tasks, and work independently with minimal supervision</li><li>Represent the office with professionalism and cultural sensitivity in all external engagements</li><li>Perform additional related duties as assigned</li></ul>
  • 2025-08-21T16:34:05Z
Workplace Coordinator
  • Santa Clara, CA
  • remote
  • Temporary
  • 25.00 - 30.00 USD / Hourly
  • <p><strong>Job Summary:</strong></p><p>The Workplace Experience Coordinator will ensure a high-quality experience for employees and visitors as part of the transition to a hybrid work model. This role focuses on managing office spaces, fostering employee engagement through events, and collaborating with local users and leadership to adapt initiatives to meet office needs. The coordinator will act as the primary point of contact for office operations, ensuring a welcoming, efficient, and safe workplace environment.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Act as the primary office contact, building relationships with employees and leadership.</li><li>Manage reception desk activities, including visitor management.</li><li>Plan and implement employee engagement programs and monitor satisfaction.</li><li>Oversee office services, including vendor/contractor management and ticket resolutions.</li><li>Track facility budgets, process purchase requests, and manage invoices.</li><li>Support Health & Safety programs and respond to critical events.</li><li>Handle maintenance, renovations, and building updates.</li><li>Facilitate new technology rollouts (e.g., visitor systems, A/V systems).</li><li>Maintain inventory and manage access control systems.</li><li>Ensure conference rooms are organized and office cleanliness is maintained.</li></ul><p><br></p>
  • 2025-08-22T22:09:22Z
Attorney/Lawyer
  • San Francisco, CA
  • onsite
  • Permanent
  • 81000.00 - 95000.00 USD / Yearly
  • <p>We are seeking a compassionate, thorough, and dedicated Non-Profit Attorney Hybrid for a growing nonprofit organization based in San Francisco. The ideal candidate will have a passion for social justice and the law, combined with a meticulous approach to their work.</p><p>Responsibilities:</p><ul><li>Provide legal advice and guidance to our nonprofit organization, staff, and board of directors.</li><li>Develop, implement and maintain legal compliance measures to ensure the organization follows all relevant laws and regulations.</li><li>Draft, review, and negotiate a variety of agreements, contracts, and other legal documents.</li><li>Perform legal research to assist the organization in decision-making processes.</li><li>Litigate or mediate disputes and legal matters related to the organization while ensuring the protection of the organization's best interests by minimizing risks.</li><li>Participate in fundraising efforts, grant writing and networking events.</li><li>Collaborate with other departments in strategic planning, project management, and program development.</li><li>Provide training to the organization's staff on compliance with laws, legal principles and practices.</li></ul>
  • 2025-09-05T21:24:10Z
Project Engineer
  • San Francisco, CA
  • onsite
  • Permanent
  • 75000.00 - 85000.00 USD / Yearly
  • <p>Natalie Lue with Robert Half is working with a client looking to hire a motivated and detail-oriented Project Engineer to join their team. In this entry-level role, you will gain hands-on experience in commercial construction projects while collaborating with project managers, superintendents, and other stakeholders. This position provides a unique opportunity to develop your skills and prepare for future leadership roles in project management.</p><p><br></p><p>Responsibilities:</p><p>• Assist in monitoring project progress and maintaining accurate documentation to ensure smooth operations.</p><p>• Support the review and analysis of drawings, submittals, and change orders.</p><p>• Collaborate in the preparation and organization of project schedules, procurement plans, and submittal logs.</p><p>• Participate in project meetings, document key discussions, and follow up on assigned tasks.</p><p>• Coordinate with subcontractors, suppliers, and team members to facilitate seamless project execution.</p><p>• Help implement and uphold safety protocols on-site to maintain compliance with safety standards.</p><p>• Organize project files, RFIs, and submittals to streamline access and tracking.</p><p>• Assist in procurement tasks, including managing purchase orders and tracking commitments.</p><p>• Contribute to closeout activities, such as developing punch lists and finalizing project documentation.</p><p>• Undertake research and administrative duties to support project teams effectively.</p>
  • 2025-08-27T22:09:00Z
Instructional Designer
  • Menlo Park, CA
  • remote
  • Temporary
  • 35.00 - 40.00 USD / Hourly
  • <p>Our FinTech client is looking for a Instructional Designer with experience designing compliance training programs. This 4 months contract position is remote and offers an opportunity to develop engaging learning solutions that align with legal, regulatory, and organizational standards. The ideal candidate will collaborate with stakeholders to transform complex content into accessible and impactful learning experiences.</p><p><br></p><p>Responsibilities:</p><p>• Design and develop compliance-focused training programs tailored for global teams and diverse audiences.</p><p>• Translate technical and regulatory content into clear, engaging learning materials that drive understanding and behavioral change.</p><p>• Utilize instructional design principles to develop scalable learning solutions across multiple formats, including digital, instructor-led, and blended approaches.</p><p>• Collaborate with subject matter experts and cross-functional teams to ensure training content aligns with business objectives and compliance requirements.</p><p>• Conduct needs assessments and user research to inform the development of impactful learning experiences.</p><p>• Adapt training content for localization to meet regional regulatory requirements and cultural differences.</p><p>• Manage and maintain learning content within Learning Management Systems, ensuring accessibility and regular updates.</p><p>• Write performance-driven learning objectives and develop strategies to evaluate the effectiveness of training programs.</p><p>• Perform quality assurance checks and refine content to improve usability and alignment with organizational goals.</p><p>• Contribute to the evolution of instructional design processes and templates to enhance efficiency and learner engagement.</p>
  • 2025-08-21T21:53:44Z
Paralegal
  • Los Altos, CA
  • onsite
  • Permanent
  • 85000.00 - 130000.00 USD / Yearly
  • We are looking for an experienced Paralegal to join our boutique estate planning and trust administration practice in Los Altos, California. This position requires a motivated and meticulous individual who thrives in a collaborative environment and possesses expertise in all aspects of trust and estate administration. You will work closely with attorneys, clients, fiduciaries, and support staff, managing complex cases and meeting deadlines with precision.<br><br>Responsibilities:<br>• Organize and analyze asset information to support trust and estate administration processes.<br>• Assist in appraising and valuing assets, including strategies for asset allocation and subtrust funding.<br>• Prepare inventories, asset allocation agreements, and transfer documents for trust and estate matters.<br>• Draft and file court pleadings such as Probate petitions, Spousal Property petitions, and Trust Reformation petitions.<br>• Manage court filings, eFilings, discovery processes, and service of legal documents.<br>• Research and prepare deeds and supporting documents for real property transfers, including grant deeds and quitclaim deeds.<br>• Create fiduciary reports and accountings to ensure compliance and accuracy.<br>• Review and prepare Estate and Gift Tax returns with attention to detail.<br>• Maintain organized physical and electronic client files for seamless access and management.
  • 2025-09-04T15:54:10Z
Email Developer/Designer
  • Berkeley, CA
  • onsite
  • Temporary
  • 38.00 - 45.00 USD / Hourly
  • <p>We are seeking a detail-oriented and creative <strong>Email Designer</strong> to join our marketing team. This role is responsible for transforming content documents into visually compelling and accessible HTML email layouts using <strong>Salesforce Marketing Cloud</strong>. The ideal candidate will have a strong foundation in HTML, a keen eye for design, and a solid understanding of digital accessibility standards (WCAG). You’ll collaborate closely with project managers and stakeholders to support engagement and revenue-generating campaigns, producing one email per day on average.</p><p><br></p><p><strong> </strong></p><p><strong>Key Responsibilities:</strong></p><ul><li>Design and build HTML emails using <strong>Salesforce Marketing Cloud</strong> templates.</li><li>Translate content documents into engaging email layouts while ensuring <strong>WCAG-compliant</strong> accessibility.</li><li>Suggest compelling subject lines and preheader text to optimize open rates.</li><li>Perform light photo editing using <strong>Photoshop or Illustrator</strong> as needed.</li><li>Collaborate with project managers to ensure timely delivery and alignment with campaign goals.</li><li>Manage email production workflow from design through launch, including QA and proofing via <strong>Workfront</strong>.</li><li>Support both engagement and revenue-focused email campaigns.</li><li>Maintain consistency with brand guidelines and design standards.</li><li>Utilize existing templates and recommend improvements where applicable.</li></ul>
  • 2025-09-05T18:59:57Z
Administrative Coordinator
  • Oakland, CA
  • onsite
  • Temporary
  • 60.00 - 62.00 USD / Hourly
  • <p><strong>Job Title: Senior Portfolio Manager</strong></p><p><br></p><p><strong></strong></p><p><strong>Overview</strong></p><p>The Senior Portfolio Manager oversees the daily operations, compliance, staff, and maintenance of Oakland Housing Authority’s rental housing and facilities. This role ensures properties are well-managed, financially sound, and meet all regulatory requirements.</p><p><strong>Key Responsibilities</strong></p><ul><li>Manage day-to-day operations of assigned properties.</li><li>Ensure compliance with HUD, Section 42 Tax Credit, and local/state housing regulations.</li><li>Oversee leasing, rent collection, and timely unit turnovers.</li><li>Prepare budgets, monitor expenses, and review financial reports.</li><li>Supervise, train, and evaluate property management staff and vendors.</li><li>Ensure maintenance schedules, inspections, and work orders are completed.</li><li>Provide leadership in safety, risk management, and customer service.</li><li>Prepare reports, meet deadlines, and represent the Authority at community meetings.</li></ul><p><br></p>
  • 2025-08-19T20:58:45Z
Litigation Paralegal
  • San Francisco, CA
  • onsite
  • Temporary
  • 30.00 - 45.00 USD / Hourly
  • <p>We are seeking a highly organized and experienced Litigation Paralegal to join our client's dynamic legal team in their San Francisco office. You will play a critical role in case preparation, document management, and trial support.</p><p><br></p><p>Key Responsibilities:</p><ul><li>Manage litigation case files from inception through resolution, including organizing pleadings, discovery materials, and correspondence.</li><li>Draft and proofread legal documents such as subpoenas, interrogatories, deposition summaries, and trial binders.</li><li>Coordinate and manage discovery processes, including document production and review.</li><li>Conduct legal research and summarize findings for attorney review.</li><li>Assist in trial preparation, including witness coordination, exhibit preparation, and courtroom logistics.</li><li>Maintain and update case management systems and ensure compliance with court deadlines.</li><li>Liaise with clients, court personnel, and opposing counsel professionally and efficiently.</li></ul><p><br></p>
  • 2025-08-29T19:04:09Z
Assistant Controller or Controller
  • San Francisco, CA
  • onsite
  • Permanent
  • 150000.00 - 190000.00 USD / Yearly
  • <p>The Controller (or Assistant Controller DOE) is responsible for the effective and efficient financial operations of the family office. This role is accountable for ensuring the accuracy, compliance, and timeliness of all accounting and reporting functions. This role involves managing the financial activities of the family office’s entities while providing strategic financial insights, proactive risk management and mitigation. Ensures the insurance programs are current and appropriate to cover all needed coverages for the estates, entities and activities of the Principals. Maintains the highest level of discretion and professionalism.</p><p>Duties:</p><p>Serves as the primary contact for the Principals, CEO, CFO of Investments, and estate leadership on all family office financial and insurance matters.</p><p>Builds and maintains strong, collaborative relationships with senior management peers, working closely with the CFO of Investments to address and align on tax requirements and financial strategies.</p><p>Maintains accurate and current books and records for all assigned entities.</p><p>Generates and distributes monthly, quarterly, and annual financial reports. Proactively reviews financial reporting with CEO, CFO of Investments, and when applicable, other Apollo leaders, such as estate leadership.</p><p>Reviews financial information prepared by external accounting partners for accuracy and reasonableness.</p><p>Coordinates with banking teams for financial transactions and effectively manages banking relationships, including opening accounts and maintaining user permissions.</p><p>Monitors and manages cash balances, ensuring the appropriate movement of funds to support cash flow needs.</p><p>Maintains accurate and timely records of intercompany transactions.</p><p>Oversees accounts payable processes, ensuring payments are accurate and appropriate. Approves invoices, including intercompany billing, and ensures timely payment of those transactions.</p><p>Partners with Human Resources and Administration to monitor bill payments and track cost savings in coordination with estate managers.</p><p>Prepares annual financial plans in collaboration with estate management.</p><p>Oversees vineyard financial planning and financial management, including planning preparation, cost analysis, and resource allocation. Leads the process for vetting external partners for vineyard financial expertise and maintains effective relationships with partners.</p><p>Designs, implements, and manages financial systems, processes, and internal controls to ensure operational efficiency. Proactively improves financial processes, procedures and systems which ensure accuracy, efficiency, and where applicable, ease of use for others (e.g., expense reporting).</p><p>Ensures insurance coverage is current and adequate for all family office needs. Proactively plans for future coverages based on family office plans and strategies. Coordinates with insurance brokers to manage policies and report claims and ensures internal parties (e.g., CEO, estate leadership) are aware of claim status.</p><p>Assist in managing fleet operations to ensure regulatory compliance and adherence to company policies. Serves as the liaison between the Fleet Manager and CEO.</p><p>Coordinates with external partners in preparing tax returns for the principals.Ensures tax returns appear accurate and reasonable.</p>
  • 2025-08-14T16:48:47Z
R&D Lab Assistant
  • Brisbane, CA
  • remote
  • Temporary
  • 25.00 - 35.00 USD / Hourly
  • <p>Robert Half has an exciting opportunity with a reputable Biotech in Brisbane. Our client is a leader in supporting individuals who have recently gone through a transplant operation. Their goal is to make the lives of all of their patients easier and more comfortable.</p><p><br></p><p>They are in immediate need for a Lab Assistant for their R& D department. This role require very strong attention to details and a meticulous approach to handling specimens. If you feel you are up to the task, please see the job details below. If interested, apply now! We are looking to get someone started ASAP! Do not wait! Apply now!</p><p><br></p><p><strong>Accessioning  </strong></p><ul><li>Receive and record samples into the laboratory information management system (LIMS) to facilitate sample throughput. </li><li>Data entry of sample data </li><li>Post-accessioning quality checks of data entry and received documents </li></ul><p><strong>Lab Assistance  </strong></p><ul><li>Perform patient specimen processing under the direction from of a R& D scientist or manager. </li><li>Perform routine laboratory maintenance tasks and setting up consumables in preparation of laboratory testing. </li><li>Perform instrument calibrations and maintenance, as applied. </li><li>Participate in materials management activities which includes tasks such as ordering, receiving, unpacking, documentation and labeling of consumables and reagents, and stocking work areas. </li><li>Perform testing for special research and development studies and in continuous improvement activities/projects. </li></ul><p><strong>Other responsibilities:</strong> </p><ul><li>Participate in quality control and quality assurance activities. </li><li>Perform data entry and maintain spreadsheets </li><li>Comply with company quality control policies and document QC activities </li><li>Maintain confidentiality of personal health information (PHI). </li><li>Identify problems that may affect assigned duties, and following established protocols, correct problems or escalate to R& D Scientist, R& D Laboratory Manager, or R& D Manager/Director. </li><li>Comply with all local, state, and federal laws and regulations governing clinical laboratory operations. </li></ul><p> </p><p><br></p>
  • 2025-09-08T23:19:00Z
Purchasing Agent
  • Ceres, CA
  • onsite
  • Contract / Temporary to Hire
  • 28.50 - 35.00 USD / Hourly
  • <p>We are looking for a detail-oriented and proactive Purchasing Agent to join our team in Ceres, California. In this Contract-to-position, you will be responsible for managing the procurement of materials and products to meet project deadlines and maintain budgetary goals. This role involves fostering strong supplier relationships, ensuring efficient communication with internal teams, and supporting shipping and receiving operations.</p><p><br></p><p>Responsibilities:</p><p>• Oversee the procurement of materials and supplies to align with project timelines and financial objectives.</p><p>• Maintain clear and consistent communication with internal stakeholders regarding order progress and any changes.</p><p>• Accurately track costs using appropriate coding systems to support financial and project reporting.</p><p>• Build and sustain strong relationships with suppliers to secure favorable pricing and dependable service.</p><p>• Collaborate with the shipping and receiving team to ensure seamless logistics and inventory management.</p><p>• Monitor supplier performance and address issues such as delivery delays, product quality concerns, or invoicing discrepancies.</p><p>• Identify and implement opportunities to optimize procurement processes and reduce costs without sacrificing quality.</p><p>• Assist in managing overstocked inventory and developing cost-effective reduction strategies.</p><p>• Support the organization and maintenance of materials and inventory for operational efficiency.</p><p>• Research new technologies and alternative materials to enhance operational effectiveness.</p><p><br></p><p>For immediate consideration, contact Robert Half at 209-232-1991.</p>
  • 2025-09-09T23:43:45Z
Client Service Associate for Multi Family Office
  • San Francisco, California, United States, CA
  • remote
  • Permanent
  • 90000.00 - 120000.00 USD / Yearly
  • <p><strong>Jennifer Fukumae</strong> is partnering with an established multi-family office based in San Francisco is seeking a <strong>Client Associate</strong> to serve as a key relationship manager and trusted advisor to a select group of ultra-high-net-worth individuals and families. This firm is known for delivering white-glove service across wealth management, financial planning, lending strategy, and family office services.</p><p><br></p><p><strong>Client Associate – Multi Family Office</strong></p><p>&#128205; San Francisco (Steps from Montgomery BART) | Hybrid</p><p>&#128176; $100,000–$130,000 base (DOE) + Bonus</p><p><br></p><p><strong>About the Firm:</strong></p><ul><li>Headquartered in San Francisco with easy BART access</li><li>Serves a sophisticated UHNW client base with personalized, high-touch service</li><li>Known for long-standing client relationships, cross-functional collaboration, and a modern approach to wealth management</li><li>Emphasizes professional development, mentorship, and continuous improvement</li></ul><p> </p><p><strong>About the Role:</strong></p><p>The Client Associate will be the primary point of contact on assigned client relationships, partnering closely with firm leadership to execute custom strategies. You’ll lead client service initiatives, manage complex planning workflows, mentor junior team members, and collaborate across departments. This is a highly visible, client-facing role that requires both strategic thinking and operational excellence.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Act as the day-to-day contact for a portfolio of UHNW clients</li><li>Execute requests promptly and with a high level of accuracy</li><li>Collaborate with firm leadership on bespoke planning and investment strategies</li><li>Serve as a guide and mentor to junior associates and analysts</li><li>Assist with advanced estate planning, philanthropic strategies, and tax-advantaged planning</li><li>Coordinate with clients’ extended teams (e.g., personal CFOs, attorneys, assistants)</li><li>Support new investment allocations, liquidity planning, and account structuring</li><li>Contribute to firm-wide initiatives and special projects</li></ul><p><br></p>
  • 2025-08-30T01:38:46Z
Legal Secretary
  • San Rafael, CA
  • onsite
  • Permanent
  • 60000.00 - 70000.00 USD / Yearly
  • <p>Reputable firm is seeking a legal admin assistant for their office in San Rafael, California. As a legal admin assistant, you will assist attorneys with a variety of secretarial tasks, manage client files, answer phones, and maintain the Confidentiality Agreement program. </p><p><br></p><p>Responsibilities:</p><p>• Assist in document revisions, formatting, and finalizing</p><p>• Prepare and manage engagement letters</p><p>• Manage and organize client files efficiently</p><p>• Answer phone calls professionally and promptly</p><p>• Circulate letters and other legal documents via email and physical mail</p><p>• Circulate documents for execution via DocuSign</p><p>• Handle the administrative management of the Confidentiality Agreement program</p><p>• Utilize management systems and Microsoft Office Suites effectively</p><p>• Perform billing functions and calendar management</p><p>• Format documents using ProLaw and PDF</p><p>• Proofread and draft legal documents as required.</p>
  • 2025-08-29T19:39:07Z
Benefits and Leave Analyst
  • Stockton, CA
  • onsite
  • Contract / Temporary to Hire
  • 28.50 - 33.00 USD / Hourly
  • We are looking for a Benefits and Leave Analyst to join our team in Stockton, California. This role involves managing key aspects of employee benefits, leave administration, and workers' compensation processes. As this is a Contract to permanent position, it offers an excellent opportunity to transition into a long-term role within the organization.<br><br>Responsibilities:<br>• Administer employee benefit programs, ensuring compliance with applicable policies and regulations.<br>• Coordinate and manage leave of absence processes, including FMLA, disability, and other related programs.<br>• Analyze benefits data and provide recommendations to optimize program offerings.<br>• Oversee workers’ compensation cases, including claims management and reporting.<br>• Develop and implement procedures to enhance efficiency in benefits and leave administration.<br>• Conduct audits of benefits processes to ensure accuracy and compliance.<br>• Serve as a subject matter expert to employees, providing guidance on benefits and leave-related inquiries.<br>• Collaborate with internal teams and external vendors to ensure smooth operation of benefit programs.<br>• Maintain up-to-date knowledge of state and federal regulations impacting benefits and leave policies.
  • 2025-08-22T19:04:53Z
Staff Accountant
  • Castro Valley, CA
  • onsite
  • Permanent
  • 30.50 - 36.50 USD / Hourly
  • <p>Elevate Your Career with Robert Half’s Full-Time Engagement Professionals (FTEP) Program! We are seeking a Staff Accountant to become a part of our FTEP team — providing the security of permanent employment combined with the excitement of working with diverse clients across various industries. As an FTEP Staff Accountant, you will take on essential accounting projects, address interim staffing needs, and contribute significantly to organizations that appreciate and rely on your expertise.</p><p><br></p><p>To apply, please submit your resume and your relevant experience to Tawnia Kirshen via my email located in LinkedIn. </p><p><br></p><p><strong> Key Responsibilities: </strong></p><ul><li>Perform general ledger accounting, journal entries, and account reconciliations.</li><li>Support month-end and year-end close processes, including financial statement preparation.</li><li>Analyze and resolve discrepancies in accounts, ensuring accuracy and compliance.</li><li>Assist with payroll processing, accounts payable/receivable, and fixed asset accounting.</li><li>Prepare reports for management and provide recommendations for process improvements.</li></ul>
  • 2025-08-29T15:53:48Z
Lead Advisor
  • San Francisco, CA
  • onsite
  • Permanent
  • 150000.00 - 200000.00 USD / Yearly
  • <p>Are you ready to make a meaningful impact in the lives of others? A nationally recognized and rapidly growing Registered Investment Advisor (RIA) firm is seeking a <strong>Lead Advisor </strong>to join its San Francisco office. This is a unique opportunity to serve as a trusted financial partner, helping clients align their wealth with their passions and purpose.</p><p><br></p><p><strong>About the Role:</strong></p><p>As a Lead Advisor, you will act as a Personal CFO for a select group of clients, guiding them through comprehensive wealth management strategies. You’ll lead client relationships, collaborate with internal teams, and leverage external resources to deliver exceptional service and results. This role is ideal for someone who thrives in a fast-paced, team-oriented environment and is passionate about helping others live richer lives.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Serve as the primary relationship manager for clients, designing and implementing personalized wealth management plans</li><li>Coordinate across disciplines including investment management, estate planning, tax strategy, risk management, and general financial planning</li><li>Represent the firm’s value proposition to prospective clients and build long-term trust</li><li>Develop relationships with centers of influence (e.g., attorneys, CPAs) and custodial retail branches</li><li>Participate in public speaking engagements and community events to promote the firm’s mission</li><li>Lead a local service team to ensure high client satisfaction and retention</li><li>Support business development efforts and generate referrals from existing clients</li><li>Mentor and coach team members, contributing to their professional growth</li><li>Assist in developing and delivering internal training programs</li></ul><p><strong>Compensation & Benefits:</strong></p><ul><li>Competitive compensation package</li><li>Comprehensive benefits including medical, dental, vision, retirement plans, paid time off, parental leave, transportation benefits, and wellness stipends</li><li>Flexible work culture with a focus on in-office collaboration</li><li>Opportunities for career advancement and personal development</li><li>Inclusive and values-driven workplace committed to equity and community impact</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
  • 2025-08-26T01:08:56Z
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