<p><strong>Job Summary:</strong></p><p>We are seeking a highly skilled <strong>Senior Accountant</strong> to join our growing team. This position will play a critical role in managing financial reporting functions, with a focus on providing accurate, timely, and insightful reporting and analysis to support decision-making in a dynamic, private equity-owned environment. The ideal candidate should have a strong foundation in financial reporting, technical accounting, and an analytical mindset to contribute to the company's strategic goals.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ol><li><strong>Financial Reporting & Analysis:</strong></li></ol><ul><li>Prepare, review, and analyze monthly, quarterly, and annual financial statements in compliance with GAAP.</li><li>Develop and maintain reporting packages for management, private equity stakeholders, and lenders, ensuring accuracy and timeliness.</li></ul><ol><li><strong>Technical Accounting:</strong></li></ol><ul><li>Research and apply relevant accounting principles to address complex accounting issues, including revenue recognition, consolidation, lease accounting, and purchase accounting.</li><li>Stay up to date on emerging accounting standards and implement required changes appropriately.</li></ul><ol><li><strong>Process Improvement:</strong></li></ol><ul><li>Drive process improvement initiatives for financial close and reporting to ensure efficiency and effectiveness.</li><li>Leverage technology, such as ERP systems and Excel, to enhance reporting accuracy and minimize manual effort.</li></ul><ol><li><strong>Collaboration & Stakeholder Communication:</strong></li></ol><ul><li>Partner with cross-functional teams, including operations, FP& A, and tax, to ensure consistency and alignment of financial data.</li><li>Act as a key liaison with external auditors, ensuring audit coordination and successful outcomes.</li></ul><ol><li><strong>Data Analysis & Insights:</strong></li></ol><ul><li>Perform variance analysis to explain differences between actual results, forecasts, and budgets, providing recommendations for optimization.</li><li>Assist executive leadership and private equity stakeholders with ad hoc financial analysis and modeling.</li></ul><ol><li><strong>Compliance Oversight:</strong></li></ol><ul><li>Ensure compliance with internal controls, SOX standards, and other regulatory or contractual financial requirements.</li><li>Support the development and documentation of accounting policies and procedures.</li></ul><p><br></p><p><strong>What We Offer:</strong></p><ul><li>Competitive salary and benefits package.</li><li>Opportunities for professional development, including training and upskilling programs.</li><li>A collaborative and fast-paced work environment.</li><li><strong>Location:</strong> Hybrid.</li></ul>
<p>We are looking for an experienced Lifecycle Marketing Manager to join our client's team on a long-term contract basis in San Francisco, California. In this role, you will oversee the development and execution of innovative marketing strategies aimed at enhancing brand visibility and driving business growth. The ideal candidate will have a proven track record in B2B marketing and a strong understanding of digital marketing best practices.</p><p><br></p><p>Responsibilities:</p><p>• Develop and implement comprehensive marketing campaigns to support business objectives and enhance brand recognition.</p><p>• Manage email marketing initiatives, including campaign creation, execution, and performance analysis.</p><p>• Strategically plan and oversee B2B marketing efforts to effectively target and engage key audiences.</p><p>• Collaborate with cross-functional teams to align marketing strategies with overall business goals.</p><p>• Monitor and analyze campaign performance metrics to inform future strategies and improve ROI.</p><p>• Ensure consistent brand messaging across all digital platforms and marketing materials.</p><p>• Conduct market research to identify trends and opportunities for growth.</p><p>• Manage budgets and allocate resources effectively to maximize campaign impact.</p><p>• Build relationships with external partners and vendors to support marketing activities.</p>
<p><strong>Job Posting: Client Service Associate – Wealth Management</strong></p><p>A well-established and rapidly growing investment advisory firm is seeking a highly motivated <strong>Client Service Associate</strong> to join its wealth management team. This role is ideal for professionals looking to deepen their expertise in client relations, portfolio operations, and investment analysis within a collaborative and education-focused environment.</p><p><br></p><p><strong>About the Role:</strong></p><p>The Client Service Associate will play a key role in delivering exceptional service to sophisticated clients, supporting portfolio operations, and ensuring regulatory compliance. The firm offers a unique learning environment with ongoing training in financial technologies and compliance processes, making this an excellent opportunity for career growth in the financial services industry.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Deliver high-touch service to a diverse and sophisticated client base.</li><li>Process account openings, closures, transfers, and other client documentation.</li><li>Prepare and execute trades and client transactions promptly and accurately.</li><li>Support client meetings with performance reports and investment data.</li><li>Maintain confidential client records and ensure regulatory compliance.</li><li>Monitor client communications and respond with urgency and professionalism.</li><li>Track client scheduling, meeting documentation, and portfolio updates.</li><li>Reconcile client accounts with custodial records to ensure accuracy.</li></ul><p><strong>What We Offer:</strong></p><ul><li>Competitive compensation based on experience.</li><li>Comprehensive benefits package including healthcare and 401(k) retirement plan.</li><li>A collaborative team environment with ongoing training and professional development.</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>
<p>One of my clients is seeking a <strong>Product Manager III</strong> to lead, design, and execute a comprehensive product management strategy in a collaborative environment—focusing on optimizing an agentic platform powered by <strong>generative AI</strong>. This platform delivers measurable value across the consulting engagement lifecycle, from initial discovery through project delivery and follow-up.</p><p><br></p><p>This role acts as the central resource for design, IT, QA, and marketing as the product moves from concept to launch. You’ll influence all phases of the product lifecycle, ensuring releases meet specifications, quality goals, and customer-centric outcomes, with a focus on measurable business impact. You’ll also promote emerging practices in ethical AI, data privacy, and enterprise governance.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Lead discovery sessions, interviews, and continuous feedback loops to identify user needs, translating business challenges into AI-powered, scalable solutions.</li><li>Manage product strategy, roadmaps, and prioritization based on business objectives, customer insights, and market dynamics.</li><li>Collaborate with cross-functional teams through ideation, prototyping, delivery, and iteration—owning problem definition, validation, and ongoing impact measurement.</li><li>Define and document requirements, use cases, and prioritized features; iterate based on feedback and business value.</li><li>Represent the customer voice using research, benchmarking, and feedback; identify and address risks while championing governance and ethical AI practices.</li><li>Measure success through adoption, value delivery, and business outcomes—shifting engineering culture toward “value-first” principles.</li><li>Drive adoption through roadshows, live demos, onboarding, and training for consultants and clients.</li><li>Provide expert guidance to align team efforts with strategic priorities and oversee workflow improvements.</li><li>Partner with design teams to ensure best-practice, customer-facing experiences that improve satisfaction and engagement.</li></ul><p><br></p>
