We are looking for a Customer Experience Specialist to join our team in Roseville, California. In this long-term contract role, you will play a key part in ensuring exceptional client experiences through effective communication, meticulous follow-through, and event coordination. This position is ideal for someone who thrives in a people-focused environment and is committed to delivering outstanding service.<br><br>Responsibilities:<br>• Provide administrative support to the associate advisor, ensuring all tasks are completed accurately and on time.<br>• Perform general office administration tasks, handling approximately 10% of your workload.<br>• Manage client interactions, including scheduling meetings, preparing for appointments, and following up afterward.<br>• Coordinate logistics for events such as retirement classes, seminars, and other gatherings with attendees.<br>• Serve as the first point of contact for clients, creating a welcoming and attentive environment.<br>• Deliver exceptional customer service by anticipating client needs and exceeding expectations.<br>• Organize calendars and schedules to ensure smooth operations and timely follow-ups.<br>• Assist with meeting preparation, ensuring all materials and details are ready for client-facing engagements.<br>• Contribute to the success of events by managing attendee lists and handling logistics.<br>• Foster positive relationships with clients and colleagues through strong communication and interpersonal skills.
<p>We are looking for an experienced Finance Manager to join our team in Walnut Creek, California. In this role, you will play a key part in shaping the company’s financial strategies through in-depth analysis and forecasting. The ideal candidate is detail-oriented, highly analytical, and skilled at delivering actionable insights to support business decisions.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Prepare annual budgets, monthly/quarterly forecasts, and long-term growth plans.</li><li>Build and maintain financial models for channel mix, promotions, and margin optimization.</li><li>Support operations by monitoring margin contributions and cost factors.</li><li>Deliver accurate monthly reports: P& L, Balance Sheet, Cash Flow, channel performance, and KPIs.</li><li>Perform variance analysis and highlight trends.</li><li>Recommend ways to optimize marketing spend and supply chain efficiency.</li><li>Conduct ad hoc analyses.</li><li>Collaborate with Sales and Marketing on forecasts, promotions, and ROI.</li><li>Partner with Operations on inventory, cost of goods, and logistics planning.</li><li>Translate financial results into actionable insights for leadership.</li><li>Improve FP& A processes, tools, and systems for scalability.</li><li>Ensure data accuracy across ERP, Power BI, and planning platforms.</li><li>Recommend best practices for margin analysis and forecasting.</li><li>Promote financial transparency and cross-functional alignment.</li></ul>
<p>Our client in Concord is seeking an interim FP& A Manager for a contract-to-hire opportunity. In this role, you will play a pivotal part in driving financial planning, forecasting, and analysis to support the company’s growth and strategic objectives. As a key member of the Finance team, you will collaborate with various departments, offering insights that guide decision-making and operational efficiency. This role requires 4 days onsite in Concord and is expected to pay $55-$60/hr. on a contract basis.</p><p><br></p><p>Responsibilities:</p><p>• Develop and manage annual budgets, quarterly forecasts, and long-term financial models to support organizational growth</p><p>• Create and maintain detailed financial models, focusing on channel performance, promotional strategies, and margin optimization</p><p>• Monitor and analyze key business drivers, including revenue streams, product launches, marketing campaigns, and supply chain costs</p><p>• Generate comprehensive financial reports, including profit and loss statements, balance sheets, and cash flow analyses, to provide actionable insights for leadership</p><p>• Conduct variance analysis to identify trends and recommend strategies to enhance financial performance</p><p>• Collaborate with Sales and Marketing teams to refine revenue projections and evaluate promotional campaigns</p><p>• Partner with Operations and Supply Chain teams to optimize inventory, cost of goods, and logistics planning</p><p>• Ensure data accuracy across financial systems and recommend improvements to enhance forecasting and reporting processes</p><p>• Act as a trusted advisor to leadership, translating financial data into meaningful business strategies</p><p>• Promote cross-functional collaboration to align financial objectives with organizational goals and values</p>
<p>Amanda Warren is in search of a Director of Supply Chain to be a part of a dynamic team in Sacramento, California. This role focuses on overseeing all aspects of the supply chain operations, including procurement, inventory management, and vendor relations. You will be expected to align the supply chain functions with the organization's overall objectives, improve operational efficiency, and support company growth.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Lead and manage the entire supply chain functions to ensure smooth operations and efficiency.</p><p>• Collaborate with senior leadership to drive continuous improvement initiatives in the supply chain.</p><p>• Implement supply chain solutions that align with the business objectives and support company growth.</p><p>• Manage procurement processes to ensure the timely availability of materials and resources.</p><p>• Oversee inventory management to maintain optimal stock levels and minimize costs.</p><p>• Develop and manage relationships with vendors, ensuring quality service and cost-effectiveness.</p><p>• Monitor distribution processes to guarantee timely and accurate delivery of goods.</p><p>• Utilize ERP solutions and CRM tools to manage and track supply chain activities.</p><p>• Generate KPI reports to evaluate supply chain performance and identify areas for improvement.</p><p>• Ensure customer satisfaction by resolving inquiries and issues related to supply chain operations.</p>
