A respected and established Napa law firm is seeking a Midlevel Estate Planning Attorney to join their team. This is an excellent opportunity for a driven legal detail oriented who wants to further their career in a collaborative, client-focused environment. This role offers competitive compensation based on experience + a comprehensive benefits package that includes health insurance, paid time off, and retirement benefit. <br> Key Responsibilities: Advise clients on estate planning and trust administration matters, including drafting wills, trusts, powers of attorney, and related documents. Conduct legal research and analysis pertaining to estate planning, gift and estate tax, and related areas. Represent clients in probate and trust administration proceedings. Collaborate with clients, colleagues, and other professionals to develop and implement comprehensive estate planning strategies. Stay current on developments in estate and tax law to ensure best practices and client service. Participate in firm business development and client relationship management efforts as needed.
<p>We are looking for a commercially driven Strategic Account Executive to grow strategic relationships with leading semiconductor organizations in the United States. This role focuses on identifying where simulation and physics-based AI solutions can create measurable business value, while guiding opportunities from early discovery through successful deal closure. The ideal candidate brings strong consultative selling skills, a solid understanding of AI and design automation within the Semiconductor/ Electronics space, and the ability to work across technical and business stakeholders in complex enterprise environments.</p><p><br></p><p>Responsibilities:</p><p>• Develop and strengthen executive and working-level relationships across a focused group of top semiconductor accounts to uncover high-value opportunities for simulation AI solutions.</p><p>• Drive opportunities through the complete enterprise sales cycle, including needs assessment, solution positioning, commercial discussions, negotiation, and final contract execution.</p><p>• Expand account presence by identifying new business units, use cases, and follow-on opportunities that support long-term revenue growth within existing customers.</p><p>• Collaborate with technical and deployment teams to shape pilots, evaluations, and proof-of-value engagements that align customer objectives with platform capabilities.</p><p>• Maintain a disciplined sales pipeline with clear forecasting, accurate opportunity tracking, and regular updates on account progress and growth potential.</p><p>• Translate customer pain points, market shifts, and competitive activity into practical feedback that informs product direction and go-to-market strategy.</p><p>• Present business cases and value narratives to senior decision-makers, helping customers understand the impact of applied AI in simulation-focused environments.</p><p>• Coordinate internal resources effectively to support complex pursuits and ensure momentum across multiple stakeholders throughout the sales process.</p>
<p>We are looking for a Workplace Experience Coordinator - Level 1 to support daily front desk and office services in San Francisco, CA. This Contract position is ideal for someone who enjoys creating a welcoming environment for employees and visitors while keeping workplace operations organized and responsive. The person in this role will help coordinate guest services, office support activities, vendor interactions, and on-site events in a well-organized in-person setting.</p><p><br></p><p>Responsibilities:</p><p>• Welcome employees, visitors, and guests at the front desk while maintaining a courteous and attentive presence.</p><p>• Distribute visitor credentials and parking passes and ensure all building access procedures are followed accurately.</p><p>• Coordinate workplace support services such as mail handling, office supply distribution, and onboarding setup activities.</p><p>• Submit and monitor janitorial and maintenance requests to help keep the office running smoothly.</p><p>• Respond promptly to questions, service issues, and complaints from building occupants and guests, providing practical solutions with a strong customer service focus.</p><p>• Organize on-site meetings and events, including room preparation, supply coordination, and post-event breakdown.</p><p>• Follow site safety, security, and emergency protocols and communicate with the appropriate contacts when issues arise.</p><p>• Work with external vendors providing workplace goods or services to support day-to-day office needs.</p><p>• Assist with mailroom operations and other routine administrative tasks as directed by management.</p>
We are looking for a detail-oriented SR. Office Services Associate to join our team in a Contract position. This role supports daily office operations with a strong focus on front-of-house service, print and copy production, mail handling, and document intake in a corporate environment. The ideal candidate brings a customer-first mindset, stays organized under pressure, and can manage multiple service requests while maintaining accuracy and confidentiality.<br><br>Responsibilities:<br>• Provide front desk and front-of-house support by assisting visitors, employees, and clients with responsiveness.<br>• Process print, copy, scanning, and document intake requests in accordance with established service procedures and quality expectations.<br>• Handle incoming and outgoing mail services, ensuring timely sorting, distribution, and delivery of materials.<br>• Review service requests and job instructions for completeness before starting work to reduce delays and errors.<br>• Track assignments through appropriate logs and maintain accurate records for office services activity.<br>• Organize daily tasks by urgency and service deadlines, escalating concerns when timing or job requirements may be impacted.<br>• Perform routine quality checks on completed work and help maintain high standards across team output.<br>• Replenish paper, toner, and other supplies, and resolve basic equipment issues to keep operations running smoothly.<br>• Follow client-site policies and internal service standards while using materials and equipment efficiently and safely.
<p>We are looking for a Hybrid Patient Admin Specialist (PAS) to support front-office and patient registration activities in an outpatient clinic in Newark, California. This Long-term Contract position plays a key role in creating a smooth patient experience by coordinating appointments, assisting with check-in and check-out, and handling essential administrative workflows. The ideal candidate is organized, service-focused, and comfortable managing multiple tasks while communicating effectively with patients, providers, and clinic staff. (2 days remote and 3 days onsite) </p><p><br></p><p>Responsibilities:</p><p>• Welcome patients at the front desk, guide them through arrival and departure processes, and respond to routine questions about appointments, billing, and schedules.</p><p>• Coordinate new patient intake and assist with surgery and follow-up scheduling based on provider availability and clinic priorities.</p><p>• Communicate with clinicians and internal teams to support scheduling decisions and help address time-sensitive patient needs appropriately.</p><p>• Respond to non-clinical inquiries received by phone, messaging systems, or CRM platforms, and escalate issues when additional support is required.</p><p>• Maintain accurate clinic records by updating databases, processing internal documentation, and organizing patient-related paperwork.</p><p>• Handle incoming and outgoing administrative materials, including faxes, mail, and scanned documents, while ensuring proper distribution and filing.</p><p>• Use reference materials and clinic tools to support patient-provider communication and reinforce a high standard of service.</p><p>• Contribute to efficient daily clinic operations by managing multiple front-office tasks with accuracy, professionalism, and attention to detail.</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 | Investment Firm | San Francisco; Hybrid</strong></p><p> </p><p>Join a <strong>high-growth private investment platform</strong> focused on liquidity solutions across venture and growth-stage private markets. With strong institutional backing and a differentiated strategy, the firm offers the opportunity to join a sophisticated investment platform at an exciting stage of growth.</p><p> </p><p>This role offers broad exposure across <strong>fund accounting, financial reporting, treasury, and investor activity</strong>, with a strong focus on <strong>review, oversight, and analysis</strong> rather than transactional accounting. You’ll work closely with a lean, high-caliber finance team and external providers while gaining meaningful exposure to complex institutional funds. Additional perks include <strong>strong bonus potential, excellent healthcare and retirement benefits, and employee meals</strong>.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Review third-party <strong>fund accounting, NAVs, capital activity, and financial reporting</strong></li><li>Oversee external fund administrators and resolve accounting issues</li><li>Review financial statements, reconciliations, and supporting schedules</li><li>Support <strong>treasury, cash forecasting, and liquidity management</strong></li><li>Assist with capital calls, distributions, subscriptions, and investor activity</li><li>Respond to investor inquiries and provide fund information</li><li>Support <strong>audits, tax processes, and external providers</strong></li><li>Perform financial analysis and support special projects</li><li>Drive <strong>process improvements and stronger controls</strong></li><li>Partner with the broader finance team across multiple investment vehicles</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
We are looking for an experienced Executive Assistant to provide high-level support to senior leadership within a healthcare organization in Hayward, California. This Long-term Contract position calls for a highly experienced, detail-oriented individual who can manage complex scheduling, executive communications, meeting coordination, and board-related activities with discretion and accuracy. The ideal candidate will help keep leadership operations organized, support strategic initiatives, and ensure important priorities move forward efficiently.<br><br>Responsibilities:<br>• Provide dedicated administrative support to executive leadership, managing daily priorities and ensuring smooth coordination of leadership activities.<br>• Oversee complex calendars, arrange travel, process expense documentation, and handle executive correspondence with care and attention to detail.<br>• Prepare meeting agendas, presentation materials, reports, and follow-up notes to support informed decision-making and effective leadership communication.<br>• Coordinate internal meetings, external engagements, retreats, and leadership events while managing logistics and schedule changes efficiently.<br>• Maintain organized executive records, contracts, governance files, and key organizational documents in accordance with internal standards.<br>• Track action items, deadlines, project milestones, and leadership commitments, escalating concerns when timelines or deliverables are at risk.<br>• Support cross-functional initiatives by coordinating meetings, gathering information, and assisting with reports and materials tied to strategic priorities.<br>• Serve as a key point of contact for board-related administration, including scheduling meetings, preparing board packets, recording minutes, and maintaining governance documentation.<br>• Facilitate communication with board members, executives, community partners, and external stakeholders while upholding a high degree of confidentiality.<br>• Contribute to board onboarding, annual governance processes, committee administration, and special planning sessions as needed.
<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>Management Company Controller | Hedge Fund | San Francisco </strong></p><p> </p><p>Join a <strong>rapidly growing hedge fund</strong> at an exciting stage of expansion. This is a high-visibility opportunity to take ownership of the <strong>management company’s accounting and financial operations,</strong> partnering closely with leadership in a<strong> sophisticated, high-performance environment.</strong></p><p> </p><p>The Controller will have broad ownership across accounting, financial reporting, AP, budgeting, payroll, tax, partner activity, treasury, and internal controls. Ideal for a hands-on accounting leader who enjoys building processes, improving infrastructure, and working closely with senior stakeholders. Competitive compensation, bonus potential, and long-term growth upside.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Own management company accounting, GL, and monthly close</li><li>Oversee financial reporting, journal entries, accruals, prepaids, fixed assets, and reconciliations</li><li>Manage AP, vendor relationships, payment processes, and cash controls</li><li>Lead budgeting, forecasting, and actual vs. budget analysis</li><li>Oversee payroll and employee benefit accounting</li><li>Coordinate management company and partner tax matters with external advisors</li><li>Oversee partner capital activity, allocations, contributions, and withdrawals</li><li>Develop and maintain accounting policies, procedures, and internal controls</li><li>Oversee treasury activities, banking relationships, and cash movements</li><li>Partner with department heads and employees on financial and operational matters</li><li>Drive process improvements and leverage technology to strengthen the finance function</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Are you an experienced Senior Accountant seeking career stability and variety? Join Robert Half’s Full-Time Engagement Professionals program for full-time employment, diverse assignments with leading East Bay organizations, and opportunities to expand your expertise and grow professionally.</p><p><br></p><p>To apply, connect with me on <strong>LinkedIn</strong> (Tawnia Kirshen) and send your resume directly. I look forward to connecting!</p><p><br></p><p><strong>Key Responsibilities:</strong></p><p>· Manage and oversee month-end and year-end close processes.</p><p>· Prepare, analyze, and present financial statements in accordance with GAAP.</p><p>· Support budgeting, forecasting, and variance analysis initiatives.</p><p>· Reconcile complex accounts, consolidate financial data, and maintain the general ledger.</p><p>· Assist with audits, process improvements, and special financial projects.</p><p>· Provide mentorship to entry level accounting staff as needed.</p>
We are looking for a Program Manager to lead community-focused initiatives and strengthen day-to-day program operations in Oakland, California. This Long-term Contract position is ideal for a detail-oriented individual who can guide teams, improve program infrastructure, and ensure strong accountability across multiple workstreams. The role combines people leadership, budget oversight, and operational planning to support sustainable program growth and measurable community impact.<br><br>Responsibilities:<br>• Lead the execution and expansion of multiple community programs, ensuring each initiative meets performance goals, reporting standards, and compliance expectations.<br>• Direct a small team of staff and contractors by setting priorities, tracking results, and creating clear accountability around key performance indicators.<br>• Develop operational processes, tools, and workflows that improve coordination, consistency, and efficiency across program activities.<br>• Strengthen external partnerships and support outreach efforts that increase participation, engagement, and long-term program success.<br>• Provide coaching, feedback, and career development support to team members while fostering a collaborative and high-performing work environment.<br>• Partner with organizational leadership on hiring efforts, and manage onboarding, performance reviews, and offboarding activities for direct reports.<br>• Track program spending, review financial performance, and help maintain budgets that align with approved funding and organizational goals.<br>• Support the administration of grant-funded work in coordination with internal stakeholders to ensure reporting accuracy and proper use of resources.<br>• Review and approve program-related expenses and handle additional operational or administrative responsibilities as needed.
We are looking for a detail-oriented Medical Receptionist to support daily front desk operations for a healthcare facility. This is a contract position suited for someone who can create a welcoming patient experience while managing scheduling and administrative tasks with accuracy. The ideal candidate is comfortable working in a medical office environment, communicating clearly with patients, and handling a high volume of front office responsibilities. Spanish language skills and familiarity with basic medical terminology will be valuable in this role.<br><br>Responsibilities:<br>• Welcome patients upon arrival, assist with the check-in process, and ensure registration details are complete and accurate.<br>• Coordinate appointment scheduling, confirmations, and updates while maintaining an organized daily calendar for providers and staff.<br>• Answer incoming calls, respond to routine front office inquiries, and direct messages to the appropriate clinical or administrative team members.<br>• Manage patient intake documents, verify basic information, and support smooth front desk workflows throughout the day.<br>• Maintain a well-organized reception area and provide courteous service that helps patients feel informed and supported.<br>• Enter and update patient information in office systems with attention to detail and confidentiality.<br>• Assist with general reception and administrative duties that keep the medical office operating efficiently.<br>• Support office processes related to patient flow and scheduling adjustments as needed during busy periods.
<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><strong>Jennifer Fukumae</strong> is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. <u>Reach out via LinkedIn or email to start a conversation.</u></p><p><br></p><p><strong>Looking for more than just another accounting job?</strong></p><p>If you’re a Property or GL Accountant who values <strong>stability, work-life balance, and being part of a close-knit team</strong>, this could be a great next step.</p><p>This growing real estate investment, development, and management company has built its accounting team from <strong>2 to 12 employees in just six years</strong>. Despite that growth, the culture remains personal, collaborative, and family-oriented. Employees have <strong>direct access to the owner</strong>, giving you the opportunity to have your work seen, make an impact, and work closely with leadership.</p><p>And perhaps best of all: <strong>this is a true 9-to-5 environment.</strong> You can build a career without sacrificing your life outside of work.</p><p><br></p><p><strong>About the Opportunity</strong></p><p>The Property Accountant will play an important role in supporting the accounting and financial operations of the company's real estate portfolio. This is an excellent opportunity for someone who enjoys a hands-on accounting role and wants to work closely with property managers and other stakeholders outside of the accounting team.</p>
<p>A nationally recognized and thriving wealth management and advisory firm is seeking a <strong>Vice President of Client Services</strong> to help shape and elevate the client experience across a growing organization.</p><p><br></p><p>This is an opportunity for an experienced client service leader who thrives at the intersection of people leadership, operational excellence, and advisor partnership. You'll play a key role in building high-performing teams, establishing service standards, developing future leaders, and ensuring clients receive a consistent, exceptional experience throughout their relationship with the firm.</p><p><br></p><p>The ideal candidate brings deep experience within an RIA or wealth management environment, extensive people management expertise, and a passion for coaching teams while driving continuous improvement.</p><p><br></p><p>Lead and Develop High-Performing Teams</p><ul><li>Manage and mentor client service professionals and team leaders across multiple locations</li><li>Foster a culture of accountability, ownership, and service excellence</li><li>Coach, develop, and retain top talent through structured feedback and professional development</li><li>Create and deliver training programs that strengthen technical expertise and client service skills</li></ul><p>Elevate the Client Experience</p><ul><li>Establish and maintain service standards that create a consistent client experience across the organization</li><li>Ensure client needs are proactively anticipated and addressed</li><li>Build a service culture where teams act as trusted partners to advisors and clients rather than simply processing requests</li><li>Monitor service metrics and implement improvements that enhance quality and efficiency</li></ul><p>Partner Across the Business</p><ul><li>Collaborate closely with advisors, operations, compliance, technology, and investment teams</li><li>Serve as a trusted resource on client service strategy, workflow design, and operational best practices</li><li>Support advisor onboarding, integration initiatives, and business growth efforts</li><li>Represent the client service organization in cross-functional leadership discussions</li></ul><p>Drive Operational Excellence</p><ul><li>Identify opportunities to streamline processes, improve scalability, and enhance team effectiveness</li><li>Lead strategic initiatives and special projects from planning through implementation</li><li>Leverage data and performance metrics to drive decision-making and continuous improvement</li><li>Help build the infrastructure, playbooks, and processes necessary to support future growth</li></ul><p><br></p>
<p>One of the fastest growing investment managers across the country is seeking a Controller with extensive Hedge Fund experience. The firm has broken records with its capital raising successes and this is an optimal time to board the rocket ship. Join a world-class team of industry leaders, network with the who's who in this space, and make your mark on the operations of this firm. This is a rare opportunity to join a lean, entrepreneurial team and help build institutional-grade finance infrastructure within a sophisticated investment platform.</p><p><br></p><p>What You'll Do</p><ul><li>Serve as the primary internal owner of fund accounting and financial reporting.</li><li>Oversee NAV calculations, investor allocations, capital activity, management and incentive fees, and partnership accounting.</li><li>Manage relationships with third-party fund administrators, auditors, and tax providers.</li><li>Support accounting and reporting for complex investment strategies, including long/short positions, derivatives, synthetic exposures, and options.</li><li>Coordinate audits, tax reporting, and regulatory deliverables.</li><li>Drive process improvements, automation initiatives, and scalable reporting solutions.</li><li>Partner closely with senior leadership on fund operations, strategic initiatives, and infrastructure development.</li></ul><p>Why Join?</p><ul><li>Join one of the industry's fastest-growing investment platforms.</li><li>Highly visible role with direct exposure to senior leadership.</li><li>Opportunity to build and improve processes in a technology-forward environment.</li><li>Highly competitive compensation, very generous bonus potential, and significant long-term growth opportunity.</li></ul><p><br></p>
<p>Jeff Abrams with Robert Half is in search for a Management Accountant. </p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Oversee general ledger activity and manage all close cycles (monthly, quarterly, and annual) for the management entity</li><li>Review and prepare accounting entries, reconciliations, and related documentation to support financial accuracy</li><li>Ensure proper allocation of expenses across entities, investment vehicles, and cost structures in alignment with governing agreements</li><li>Maintain and improve accounting processes, policies, and internal control frameworks</li><li>Act as the main liaison for the external accounting service provider</li><li>Review invoice processing, account coding, and payment runs handled by the external provider</li><li>Monitor timeliness, accuracy, and compliance with established approval processes</li><li>Conduct periodic vendor reviews and address discrepancies or irregularities</li><li>Assess service performance and recommend process improvements for outsourced functions</li><li>Compile quarterly financial reporting packages and supporting analysis</li><li>Assist with budgeting, forecasting, and variance reviews related to operating expenses</li><li>Deliver financial insights and analysis to leadership to support decision-making</li><li>Collaborate on system enhancements and reporting improvements</li><li>Contribute to cross-functional efforts and ad hoc projects as the organization grows</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>Finance Associate | $5B+ Venture Capital Firm| San Francisco; Hybrid </strong></p><p> </p><p>Join a <strong>highly regarded venture capital firm</strong> with a strong track record of backing innovative, technology-driven businesses. This is a <strong>high-visibility, high-ownership role</strong> within a lean finance team, offering broad exposure across fund accounting, reporting, valuation, transactions, and operations.</p><p> </p><p>Ideal for someone who <strong>thinks critically, works independently, and wants meaningful responsibility and growth</strong> within a sophisticated investment platform. <strong>Strong team culture, process improvement focus, and exposure to AI and automation.</strong></p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Manage monthly and quarterly close across funds and SPVs</li><li>Prepare NAV, capital accounts, allocations, and reporting schedules</li><li>Coordinate with fund administrators, audit, and tax providers</li><li>Support LP reporting, valuations, and fund performance reporting</li><li>Prepare transaction wires and supporting documentation</li><li>Maintain fund, investment, and operational trackers</li><li>Support regulatory filings and process improvements</li><li>Identify opportunities for <strong>AI and automation</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 Attorney/Lawyer to join a collaborative legal team in San Francisco, California. This opportunity is well suited for a motivated attorney with multiple years of experience, while also offering consideration to recently licensed candidates. The role provides meaningful litigation work on cases that have a real impact on clients and broader public interests, including matters involving environmental exposure. Attorneys in this position can expect a supportive workplace, strong team camaraderie, and the chance to grow alongside respected colleagues.</p><p><br></p><p>Responsibilities:</p><p>• Manage civil litigation matters from initial case assessment through resolution, ensuring deadlines, filings, and strategy remain on track.</p><p>• Prepare persuasive motions, legal briefs, and other written advocacy materials tailored to the facts and procedural posture of each case.</p><p>• Conduct discovery activities such as drafting requests, reviewing responses, analyzing records, and helping develop case themes.</p><p>• Collaborate with attorneys, paralegals, and support staff to advance litigation strategy and maintain efficient case progress.</p><p>• Perform legal research and apply relevant statutes, regulations, and case law to support client representation.</p><p>• Participate in case development for matters involving significant personal and public impact, including litigation tied to environmental exposure issues.</p><p>• Communicate effectively with clients, opposing counsel, and internal team members while maintaining professionalism throughout the litigation process.</p>
<p><strong>Interested? Connect with me on LinkedIn — Mahmoud Adam, CPA — and send me your resume directly!</strong></p><p><br></p><p><strong>Senior Fund Accountant & Valuations</strong></p><p><br></p><p><strong>Compensation:</strong> $130K – $155K (stretch DOE) + up to 20% bonus + <strong>Phantom Carry</strong></p><p><strong>Location:</strong> Menlo Park, CA |Hybrid</p><p><strong>Perks:</strong> 100% covered healthcare (including dependents), unlimited PTO, 401(k) match, $2,500 HRA, parental leave</p><p><br></p><p><br></p><p>This is where <strong>fund accounting meets investing intelligence</strong>.</p><p>We’re looking for someone who can go beyond the books—someone who understands that <strong>valuation is the heartbeat of venture capital</strong>.</p><p>You’ll sit at the intersection of <strong>finance, investing, and strategy</strong>, working closely with partners and leadership to not only report performance—but <strong>shape how it’s understood</strong>.</p><p><br></p><p><br></p><p><strong>What You’ll Do</strong></p><p><strong>Valuations (Core Focus)</strong></p><ul><li>Lead <strong>quarterly 820 valuations</strong> across portfolio companies</li><li>Build and analyze models using <strong>venture valuation methodologies</strong></li><li>Identify key assumptions and translate <strong>market + company data into insight</strong></li><li>Present findings directly to <strong>partners, auditors, and valuation committees</strong></li></ul><p><strong>Fund Accounting & Operations</strong></p><ul><li>Support <strong>quarterly close, financials, and partner reporting</strong></li><li>Review <strong>capital calls, distributions, and LP allocations</strong></li><li>Manage <strong>cash planning and fund liquidity</strong></li><li>Partner with auditors and handle <strong>year-end audit processes</strong></li><li>Mentor junior team members and elevate overall team performance</li></ul>
We are looking for an experienced Legal Secretary to support a busy commercial litigation practice. This role is well suited for a confident, detail-oriented individual who can manage competing priorities, maintain accuracy under pressure, and contribute effectively in a high-volume, partner-driven environment. The ideal candidate brings strong litigation support experience, takes initiative without constant direction, and is ready to assume ownership of daily responsibilities from the start.<br><br>Responsibilities:<br>• Prepare, review, and submit court filings in state and federal courts, ensuring all documents meet procedural rules and deadlines.<br>• Maintain complex litigation calendars by tracking hearings, filing dates, court appearances, and other case-related milestones.<br>• Support attorneys with document preparation, revisions, formatting, and transcription from dictated material as needed.<br>• Coordinate case materials, correspondence, and legal records so files remain organized, current, and readily accessible.<br>• Monitor multiple active matters at once and adjust priorities quickly to meet urgent deadlines in a fast-paced practice.<br>• Communicate with attorneys, court personnel, and internal teams to facilitate efficient handling of litigation matters.<br>• Take ownership of assigned work by anticipating needs, following through on deliverables, and helping keep matters on schedule.
<p>Please apply here and message me on LinkedIn for quickest consideration - Jeffrey Abrams </p><p><br></p><p>A <strong>leading San Francisco-based venture capital firm</strong> is seeking a <strong>Fund Finance and Operations Associate</strong> to join its growing finance team. The firm invests across multiple stages in high-growth technology companies and takes a uniquely active approach to supporting its portfolio company founders. </p><p><br></p><p>You'll be working closely with senior members of the finance team, and you will take meaningful responsibility for the day-to-day accounting, reporting, and operations of the firm's funds and SPVs.</p><p><br></p><p><strong>Responsibilities include:</strong></p><ul><li>Run monthly and quarterly closes across funds and SPVs</li><li>Prepare NAVs, capital accounts, allocations, reconciliations, and supporting schedules</li><li>Coordinate with fund administrators, auditors, and tax providers</li><li>Prepare LP reporting and supporting documentation</li><li>Support quarterly portfolio valuations, including comparable-company analysis, valuation models, and draft marks</li><li>Prepare transaction wire packages and maintain cash and investment trackers</li><li>Maintain portfolio data and operational systems with a high degree of accuracy</li><li>Support regulatory and compliance tracking</li><li>Help improve and automate recurring finance processes using modern technology and AI tools (Claude)</li></ul>
We are looking for a Credentialing Specialist to support provider enrollment, credentialing, and compliance activities for a healthcare organization in California. This contract position requires someone who can manage documentation, maintain accurate records, and work closely with providers, payers, and internal teams to keep credentialing activities on schedule. The ideal candidate brings strong knowledge of credentialing processes, recredentialing requirements, and provider data management within a regulated healthcare environment.<br><br>Responsibilities:<br>• Manage credentialing and recredentialing activities for physicians and other clinical staff, ensuring all submissions and renewals are completed accurately and on time.<br>• Prepare and collect enrollment applications, supporting forms, and required documentation for submission to commercial and government payers.<br>• Maintain current provider information in credentialing and enrollment systems, including ongoing updates to records tied to licensure, compliance, and participation status.<br>• Monitor deadlines between credentialing cycles and follow up proactively to keep provider files complete and audit-ready.<br>• Support regulatory reviews, audits, and site visits by organizing documentation and responding to credentialing-related requests.<br>• Develop, update, and maintain policies and procedures that align with credentialing standards and organizational requirements.<br>• Communicate with insurance representatives and brokers regarding liability coverage updates and related documentation.<br>• Partner with providers and internal departments, including Human Resources, to gather required information, track completion items, and support enrollment-related activities.
<p>We are looking for an experienced Controller to oversee financial operations for an organization based in Sonoma County, California. This role will lead core accounting activities, deliver accurate financial reporting, and support sound business decisions through budgeting, forecasting, and analysis. The ideal candidate brings strong technical accounting expertise, a hands-on approach to multi-entity financial management, and prior experience within commercial real estate or property-related environments.</p><p><br></p><p>Responsibilities:</p><p>• Lead the company’s accounting function, ensuring financial records are maintained accurately and in accordance with applicable accounting standards.</p><p>• Prepare and review monthly, quarterly, and annual financial statements, providing clear reporting that supports leadership decision-making.</p><p>• Oversee accounting activity across multiple entities, maintaining consistency in processes, reconciliations, and intercompany reporting.</p><p>• Direct budgeting and forecasting efforts, including variance analysis and financial modeling to support operational and investment planning.</p><p>• Monitor cash flow, general ledger activity, and account reconciliations to strengthen financial controls and reporting accuracy.</p><p>• Partner with leadership teams to analyze financial performance, identify trends, and recommend actions that improve business outcomes.</p><p>• Support audits, tax-related coordination, and regulatory reporting by ensuring documentation is complete, timely, and well organized.</p><p>• Utilize Excel and relevant property management or accounting systems to streamline reporting and improve financial visibility.</p>
<p>For additional information or questions about this opportunity, feel free to reach out to <u>Jennifer Fukumae via email or LinkedIn</u>.</p><p> </p><p><strong>Location:</strong> Walnut Creek, CA</p><p><strong>Salary:</strong> $85,000 - $100,000</p><p><strong>Schedule:</strong> Onsite | Monday-Friday | 8:00 AM - 5:00 PM</p><p> </p><p>We are partnering with a well-established boutique Wealth Management firm in Walnut Creek managing approximately <strong>$1B in assets under management</strong>. Known for its long-tenured team, organic growth, and white-glove client service, the firm is seeking a <strong>Client Service Associate</strong> to support two experienced Wealth Advisors and play a key role in delivering an exceptional client experience.</p><p> </p><p>This is an excellent opportunity for someone who enjoys building relationships, thrives in a collaborative environment, and wants to be part of a stable, client-focused RIA.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Provide day-to-day administrative and operational support to two Wealth Advisors.</li><li>Serve as a primary point of contact for client service requests, ensuring timely and professional communication.</li><li>Prepare, process, and track new account openings, account maintenance, money movements, transfers, and beneficiary updates.</li><li>Coordinate and follow up on client paperwork while ensuring accuracy and completeness.</li><li>Assist with meeting preparation, client reviews, and follow-up items.</li><li>Maintain accurate client records and documentation within the CRM.</li><li>Work closely with <strong>Charles Schwab</strong> to process client requests and resolve account-related inquiries.</li><li>Monitor outstanding service requests and proactively communicate updates to clients and advisors.</li><li>Coordinate with custodians and other third-party providers to ensure a seamless client experience.</li><li>Support ongoing operational projects and contribute to process improvements as needed.</li></ul><p><br></p>
<p>Jeff Abrams is looking for a Client Services Manager to lead service operations and support a high standard of care for one of his clients. This role combines team leadership, process oversight, and operational execution to ensure advisors and clients receive timely, accurate, and efficient support. The ideal candidate brings strong judgment, a service-oriented mindset, and the ability to improve workflows in a regulated financial services environment.</p><p><br></p><p>Responsibilities:</p><p>• Lead and develop the Client Service Associate team through recruiting, onboarding, coaching, and ongoing performance guidance.</p><p>• Create clear team expectations and structured workflows that promote accuracy, accountability, and responsive client support.</p><p>• Manage daily client service activity, ensuring smooth coordination of requests from advisors and clients.</p><p>• Oversee onboarding and account administration tasks such as new account setup, transfers, documentation processing, and ongoing maintenance.</p><p>• Act as the escalation point for complex service matters and drive timely, practical resolutions.</p><p>• Document and refine operational procedures across servicing, onboarding, and reporting functions to improve consistency and scalability.</p><p>• Partner with compliance stakeholders to align operational practices with applicable regulatory requirements and internal standards.</p><p>• Supervise key operational aspects of the firm's technology environment, including reporting tools and workflow automation platforms.</p><p>• Collaborate with leadership to strengthen system connectivity, increase automation, and introduce technology enhancements, including AI-enabled solutions where </p><p>appropriate.</p><p><br></p><p>If you are interested in this role, please reach out to Jeff Abrams via LinkedIn </p>