<p>Please apply here and message me on LinkedIn for best consideration - Jeffrey Abrams</p><p><br></p><p>Join a growing, employee-owned investment management firm where you'll play a highly visible leadership role overseeing fund operations and business management. This position is ideal for an experienced investment management professional who enjoys wearing multiple hats, influencing firm strategy, and helping build a scalable organization.</p><p><br></p><p>As a key member of the leadership team, you'll oversee critical operational functions across the firm, including:</p><ul><li>Lead all aspects of mutual fund administration, including regulatory reporting, board communications, vendor management, fund financial oversight, tax coordination, and product administration.</li><li>Partner with firm leadership on business operations, product launches, strategic initiatives, and service provider relationships.</li><li>Support compliance initiatives, including regulatory filings, policy development, and committee participation.</li><li>Oversee Human Resources, including recruiting, onboarding, performance management, compensation, and employee development.</li><li>Manage technology, cybersecurity, office operations, business continuity planning, and AI initiatives alongside external consultants.</li><li>Help build the infrastructure, processes, and operational excellence needed to support the firm's long-term growth.</li></ul><p>Compensation & Benefits</p><ul><li><strong>Competitive and generous Base Salary:</strong> </li><li>Annual bonus</li><li>Employee equity participation program</li><li>401(k) with company match</li><li>Comprehensive medical, dental, and vision coverage</li><li>Paid parental leave</li><li>20 days PTO plus market holidays</li><li>Remote work and commuter reimbursement</li><li>Professional education reimbursement</li></ul><p>This is a rare opportunity to step into a broad executive-level operations role with significant visibility and influence. You'll work directly with senior leadership, oversee the firm's operational strategy, and help shape the future of an employee-owned investment management business. For someone who enjoys solving complex operational challenges while contributing to the growth of a high-performing organization, this role offers exceptional long-term career potential.</p>
<p>Robert Half Management Resources is looking for an experienced payroll leader to oversee large-scale payroll operations for one of our clients on an interim basis. This long-term contract position is suited for a strategic, detail-oriented individual who can guide a sizable team, strengthen payroll accuracy, and improve performance in a complex, high-volume environment. The role requires close partnership with leadership, HR, Finance, and systems stakeholders to ensure compliant, efficient payroll delivery across a broad employee population.</p><p><br></p><p><u>Responsibilities:</u></p><p>• Lead and develop a multi-level payroll organization, setting clear expectations around service quality, accuracy, and accountability.</p><p>• Direct the full payroll cycle for a large U.S. employee population, ensuring timely processing and dependable execution at enterprise scale.</p><p>• Maximize the effectiveness of payroll platforms, including Workday Payroll, to improve reporting, workflow efficiency, and operational consistency.</p><p>• Maintain compliance with federal, state, and local payroll regulations while upholding internal controls and audit readiness.</p><p>• Partner with executive leadership and cross-functional teams to align payroll operations with organizational priorities and workforce needs.</p><p>• Evaluate current payroll processes, identify inefficiencies, and introduce scalable improvements that enhance stability and performance.</p><p>• Support complex payroll scenarios common in healthcare settings, including multi-state pay practices, shift-based compensation, and varied employee groups.</p><p>• Provide operational leadership within a shared services or in-house payroll model, ensuring strong governance across end-to-end payroll activities.</p>
<p>We are looking for a Director of Procurement to lead purchasing activities and strengthen sourcing practices for our Oakland, California operations. This role focuses on managing end-to-end procurement activities, improving buying efficiency, and supporting sound commercial decisions across the organization. The ideal candidate brings strong experience in supplier engagement, contract discussions, and purchase order oversight while maintaining high standards of compliance and cost control.</p><p><br></p><p>Responsibilities:</p><ul><li>Lead purchasing activities by researching suppliers, managing bids, comparing options, and negotiating pricing and contracts.</li><li>Oversee purchasing operations, including purchase requests, purchase orders, budget tracking, spending reports, inventory oversight, and process improvements.</li><li>Work with leadership and departments to support purchasing needs, provide training and guidance, assist with IT purchases, and improve procurement processes.</li><li>Develop and enforce purchasing policies, standardize procedures, manage vendor contracts, and identify cost-saving opportunities.</li><li>Manage vendor agreements, track renewals and compliance, maintain accurate records, coordinate contract reviews, and resolve vendor issues when needed.</li></ul>
<p>We are looking for an experienced Director of Revenue to lead revenue accounting operations and ensure accurate financial reporting in San Francisco, California. This role will oversee revenue recognition practices, strengthen controls across the revenue cycle, and partner with cross-functional teams to support compliance with ASC 606. The ideal candidate brings deep expertise in healthcare-related revenue processes, accounts receivable, and operational leadership in a complex accounting environment. <strong>For immediate consideration, please contact Leon Chang directly via Linked-In.</strong></p><p><br></p><p>Responsibilities:</p><ul><li>Apply ASC 606/310 to all revenue streams (lending + subscriptions)</li><li>Create and maintain revenue recognition policies and processes</li><li>Partner with data engineering to improve revenue data structure and reporting</li><li>Reconcile data across systems; resolve discrepancies</li><li>Manage month-end revenue close (JEs, recs, variance analysis)</li><li>Support audits and ensure compliance with revenue standards</li><li>Maintain SOX controls over revenue to reduce risk</li><li>Align CECL estimates with revenue reporting (ASC 326)</li><li>Guide proper revenue treatment for new products</li><li>Lead and develop a strong technical revenue team</li></ul>
We are looking for a Project Coordinator to support departmental initiatives and help keep projects organized, on schedule, and well documented in Newark, California. This Long-term Contract position works closely with leadership to coordinate reporting, administrative workflows, staffing support, inventory activities, and cross-functional communication. The ideal candidate brings strong organizational judgment, follows through on multiple priorities, and builds effective working relationships with internal teams, customers, and vendors.<br><br>Responsibilities:<br>• Coordinate project timelines, status updates, and documentation to help ensure work progresses efficiently and resources are used appropriately.<br>• Prepare and maintain reports, track key activities, and communicate project information clearly to department leadership and stakeholders.<br>• Support managers with day-to-day operational coordination, including administrative processes, paperwork flow, and follow-up on action items.<br>• Partner with internal departments, customers, and external vendors to facilitate communication, resolve issues, and keep initiatives moving forward.<br>• Assist with recruitment-related activities such as coordinating hiring steps, onboarding logistics, and orientation support for new team members.<br>• Monitor compliance-related administrative tasks, including timely collection of evaluations, required documentation, and departmental training follow-up.<br>• Oversee supply and equipment tracking, help organize inventory reviews, and contribute to cost-monitoring updates for staff and leadership meetings.<br>• Plan and coordinate meetings, workshops, and departmental events, including scheduling, materials preparation, and onsite support as needed.<br>• Take ownership of assigned special projects, provide progress updates, and complete additional related duties within established deadlines.
We are looking for a Project Coordinator to support departmental initiatives in Palo Alto, California. This Long-term Contract position will work closely with leadership to organize projects, oversee operational workflows, and help keep administrative, financial, and personnel-related activities on track. The role requires strong communication, sound judgment, and the ability to coordinate across internal teams and external partners in a fast-paced environment.<br><br>Responsibilities:<br>• Coordinate project timelines, track progress, and maintain clear documentation for each phase to support successful completion of departmental initiatives.<br>• Prepare reports and monitor resource usage to help ensure staff, materials, and budgets are aligned with project and operational needs.<br>• Lead or support special projects, facilitate meetings or workshops, and present updates, findings, and recommendations to stakeholders.<br>• Serve as a central point of contact between the department, internal service teams, customers, and vendors to promote effective collaboration and timely follow-through.<br>• Guide administrative workflows by improving process organization, managing documentation, and helping maintain efficient handling of departmental paperwork.<br>• Support human resources activities by coordinating hiring steps, assisting with onboarding, tracking required evaluations, and monitoring compliance-related training completion.<br>• Oversee supplies and equipment coordination, conduct periodic inventory reviews, and provide reports on usage, availability, and cost control efforts.<br>• Plan and coordinate department events and carry out additional assignments within established deadlines as business needs evolve.