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4 results for Consultant in San Francisco, CA

Pigment Consultant

San Ramon, CA
remote
Permanent / Full Time
160000 - 200000 USD / Yearly
We are looking for an experienced Pigment Consultant to help strengthen enterprise planning capabilities for a growing organization in San Ramon, California. This Pigment Consultant position will lead the design, administration, and ongoing enhancement of the Pigment platform while partnering with business and technical teams to deliver scalable planning solutions. The Pigment Consultant role is well suited for someone who combines hands-on model building expertise with strategic thinking, strong communication skills, and a passion for improving forecasting, reporting, and decision support through modern planning technology. Responsibilities:• Pigment Consultant will lead administration and day-to-day ownership of the Pigment environment to maintain stability, scalability, and strong system performance.• Gather input from cross-functional stakeholders and convert planning needs into well-structured technical solutions that support future business objectives.• Build and enhance planning models, dashboards, workflows, and connected processes that enable reliable forecasting and enterprise reporting.• Coordinate with data engineering teams to support consistent two-way data integration between Pigment and the organization’s data warehouse.• Improve platform usability, model efficiency, and reporting effectiveness to encourage broader adoption across finance, operations, and service-oriented teams.• Serve as a hands-on model and report developer while guiding colleagues on best practices for building within the platform.• Identify opportunities to apply AI-driven capabilities that improve forecast accuracy, automate manual work, and generate more actionable insights.• Assess emerging planning technologies and intelligent automation features to strengthen data-informed decision-making across the business.• Support enterprise planning initiatives by aligning system design with changing organizational priorities, operational complexity, and long-term growth plans.
2026-08-21T00:00:00Z

ERP/CRM Consultant

San Francisco, CA
remote
Temporary / Contract
60 - 70 USD / Hourly
We are looking for an ERP/CRM Consultant to support a contract engagement based in San Francisco, California. In this role, you will guide user acceptance testing for an Acumatica 26R1 upgrade and help business teams prepare for a successful mid-November launch. This position requires a hands-on functional expert who can coordinate testing activities, work closely with accounting and operations stakeholders, and keep progress moving in a fast-changing environment. This is a remote opportunity, pacific time zone preferred. Responsibilities:• Direct the end-to-end user acceptance testing effort for the Acumatica 26R1 upgrade, ensuring activities stay aligned with project timelines and readiness goals.• Coordinate business participants throughout multiple testing phases, monitor completion status, and follow up to resolve blockers or outstanding tasks.• Review core workflows, application screens, and operational processes within Acumatica to confirm they perform as expected after the upgrade.• Collaborate with accounting and cross-functional operational teams to validate business-critical scenarios and document feedback clearly.• Maintain visibility into defects, testing results, and overall execution progress, escalating risks when needed to support decision-making.• Refine and organize existing test scripts and cases, and create additional coverage where gaps are identified in the current manual testing approach.• Support go-live preparedness by helping teams address issues, confirm business readiness, and reduce implementation risk ahead of deployment.• Work within a connected application landscape that includes Shopify, Zapier, Boomi, DataSelf, Airflow, Snowflake, and a legacy data warehouse, incorporating integration impacts into testing activitiesc
2026-09-02T00:00:00Z

Project Manager/Sr. Consultant

Santa Clara, CA
remote
Temporary / Contract
63.3365 - 73.337 USD / Hourly
We are looking for an accomplished Program Manager to guide a complex global business and technology initiative supporting sales inventory and customer management operations in Santa Clara, California. This Contract position will oversee governance, execution planning, and stakeholder alignment across regional and cross-functional teams while keeping delivery on track against an established strategic roadmap. The role is best suited for a senior leader who excels at navigating matrixed environments, coordinating enterprise platforms and partners, and communicating effectively with executive audiences. Responsibilities: • Direct program governance and day-to-day delivery coordination across a global portfolio of business and technology workstreams. • Partner with business and platform leadership to align execution plans with approved priorities, milestones, and long-term objectives. • Prepare and lead executive updates, steering committee sessions, status reviews, and leadership communications to maintain visibility and decision support. • Foster collaboration among sales, customer experience, energy, delivery, procurement, market development, platform teams, and external implementation partners. • Maintain core governance materials such as risk trackers, issue logs, dependency registers, action items, milestone schedules, and executive reporting dashboards. • Coordinate delivery efforts spanning Salesforce-related initiatives, system integrations, reporting environments, data governance activities, enterprise readiness planning, and release management. • Monitor vendor and partner performance to ensure work is delivered in line with agreed statements of work, timelines, and quality expectations. • Support release cycles through sprint alignment, backlog discussions, deployment readiness reviews, and stakeholder coordination. • Act as the central escalation point for program risks, interdependencies, delivery blockers, and other issues affecting successful execution. • Synchronize activities across global stakeholder groups in multiple regions to promote consistency, transparency, and program momentum.
2026-09-11T00:00:00Z

Tax Advisor

San Francisco, CA
onsite
Permanent / Full Time
130000 - 180000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Tax Manager/Advisor | Wealth Management Firm| Bay Area | Competitive Comp + Strong perks! Join a boutique wealth management and tax advisory firm that partners with high-net-worth individuals, families, and business owners on sophisticated tax planning and financial strategies. This is an excellent opportunity to move beyond tax compliance and gain greater exposure to proactive planning, trust and estate matters, and integrated wealth management. The firm offers remote flexibility, excellent work-life balance, a collaborative team, and the opportunity to help shape a modern, technology-driven tax practice that embraces automation, AI, and continuous improvement. Responsibilities<ul><li>Prepare and review high-net-worth individual and trust tax returns </li><li>Handle federal, state, and multi-state tax filings</li><li>Prepare tax projections, quarterly estimates, and year-round tax planning</li><li>Identify proactive tax savings opportunities for clients</li><li>Partner with advisors on integrated tax and financial planning strategies</li><li>Meet directly with clients to discuss tax planning and compliance matters</li><li>Review work prepared by junior staff and provide mentorship</li><li>Support process improvements, technology initiatives, and special projects</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-09-10T00:00:00Z