<p>Inventory Specialist</p><p><strong>Job Description:</strong></p><p>The Inventory Specialist will manage inventory accuracy, coordinate stock levels, and support warehouse or operational activities.</p><p><strong>Responsibilities:</strong></p><ul><li>Monitor inventory levels and reconcile discrepancies</li><li>Conduct cycle counts and inventory audits</li><li>Track incoming and outgoing inventory</li><li>Update inventory management systems</li><li>Generate inventory reports and recommendations</li></ul>
<p>We are looking for an Operational Strategic Analyst to join our remote team and help translate complex data into meaningful business guidance. This position offers the chance to work closely with leaders across the organization, create insightful reporting tools, and support decisions that drive performance and growth. The ideal candidate brings strong analytical ability, comfort with financial modeling, and a proactive approach to improving how information is used across the business.</p><p><br></p><p>Responsibilities:</p><p>• Create and manage executive-level dashboards and recurring reports using Excel and business intelligence platforms such as Power BI, Tableau, or Looker.</p><p>• Evaluate key performance indicators to uncover trends, measure results, and highlight opportunities to improve operational and financial outcomes.</p><p>• Prepare clear analyses, summaries, and presentations that equip leadership with practical recommendations for strategic planning.</p><p>• Perform pricing reviews, cost modeling, and scenario-based analysis to support business decisions and planning activities.</p><p>• Handle high-volume analytical assignments during busy business periods while maintaining accuracy and meeting deadlines.</p><p>• Collaborate with cross-functional teams to streamline reporting workflows and improve the consistency and accessibility of business data.</p><p>• Support data integration and reporting alignment across platforms, including Salesforce and other internal systems.</p><p>• Conduct ad hoc financial and variance analysis to explain performance changes and support emerging business needs.</p>
<p><strong>For additional information or questions about this opportunity, feel free to reach out to <u>Jennifer Fukumae via email or LinkedIn</u>.</strong></p><p> </p><p>We are partnering with a rapidly growing investment firm in the San Francisco Bay Area seeking a <strong>Operations Associate </strong>to support the firm’s day-to-day business operations. This is a highly visible, hands-on role offering significant variety, autonomy, and the opportunity to take on increasingly complex responsibilities over time.</p><p> </p><p><strong>Business & Operations </strong></p><ul><li>Manage relationships and day-to-day coordination with external service providers and business partners.</li><li>Review, reconcile, and maintain operational files, reports, and documentation.</li><li>Coordinate wires and other financial transactions in accordance with established processes and controls.</li><li>Manage contracts, including key dates, renewals, and documentation.</li><li>Support recurring operational processes and identify opportunities to improve efficiency.</li><li>Partner with internal stakeholders and external providers to ensure projects are completed accurately and on time.</li><li>Take ownership of ad hoc projects and special initiatives across the firm.</li><li>Expand responsibilities over time based on experience, strengths, and interests.</li></ul><p><strong>Office & Executive Support </strong></p><ul><li>Help oversee the day-to-day operations of the firm’s East Bay office.</li><li>Coordinate office needs and serve as a point of contact for vendors and service providers.</li><li>Provide light administrative and executive support to firm leadership.</li><li>Assist the CFO with select administrative and coordination needs; this role will <strong>not</strong> be responsible for calendar management or day-to-day scheduling.</li></ul><p><br></p>
<p>Contracts Specialist</p><p>Job Description</p><p>We are hiring a Contracts Specialist to assist with contract preparation, review, and compliance activities.</p><p>Responsibilities</p><ul><li>Draft and review contracts and agreements</li><li>Maintain contract records and databases</li><li>Track renewal dates and deadlines</li><li>Ensure compliance with internal policies</li><li>Support contract negotiations</li></ul>
<p>A well-established organization in the Northern Peninsula is seeking an experienced <strong>Accounts Payable Specialist</strong> to support the accounting team during a critical project and coverage period. This role is ideal for a detail-oriented AP professional who thrives in a high-volume environment and has experience processing purchase order-based invoices. </p><p><br></p><p>Experience within a <strong>public sector, government, or nonprofit organization</strong> is highly preferred.</p><p><br></p><p>Responsibilities</p><ul><li>Process and code a high volume of accounts payable invoices, averaging <strong>100+ invoices per week</strong></li><li>Perform 3-way matching of invoices, purchase orders, and receiving documentation</li><li>Review invoices for accuracy, proper approvals, and coding</li><li>Research and resolve invoice discrepancies and vendor payment issues</li><li>Maintain vendor records and assist with vendor communications</li><li>Ensure timely and accurate payment processing</li><li>Reconcile AP transactions and support month-end close activities</li><li>Assist with audit requests and documentation as needed</li><li>Follow established internal controls, policies, and procedures</li></ul><p><br></p>
<p>The AP Specialist is responsible for processing invoices, maintaining vendor records, and supporting timely payments while using NetSuite to manage daily accounts payable activities. In a mid-sized company, this role often works closely with procurement, accounting, and operations teams to ensure accurate coding, approvals, and reporting. Knowledge of systems such as Oracle NetSuite is commonly valued for finance and accounting professionals.</p><p><strong>Key Responsibilities</strong></p><ul><li>Review, code, and enter vendor invoices into NetSuite in an accurate and timely manner. Based on general knowledge.</li><li>Match invoices to purchase orders, receipts, and other supporting documents. Based on general knowledge.</li><li>Prepare and process payments, including checks, ACH, and wire transfers. Based on general knowledge.</li><li>Reconcile vendor statements and resolve discrepancies with suppliers and internal teams. Based on general knowledge.</li><li>Maintain vendor files, payment terms, and tax documentation. Based on general knowledge.</li><li>Assist with month-end close, AP aging, accruals, and reporting. Based on general knowledge.</li><li>Support internal controls and audit requests related to accounts payable transactions. Based on general knowledge.</li><li>Identify opportunities to improve NetSuite AP workflows and processing efficiency. Based on general knowledge.</li></ul>
<p><strong>Accounts Payable Specialist</strong></p><p>The AP Specialist is responsible for supporting full-cycle AP operations, including invoice processing, payment preparation, and vendor communication, while using Microsoft Dynamics to manage transactions and records. In a mid-sized company, this role helps ensure timely disbursements, accurate financial data, and compliance with internal accounting procedures. Microsoft D365 is listed among the software proficiencies valued in finance and accounting hiring.</p><p><strong>Key Responsibilities</strong></p><ul><li>Process high-volume vendor invoices in Microsoft Dynamics with accuracy and timeliness. Based on general knowledge.</li><li>Verify invoice details, coding, approvals, and supporting documentation. Based on general knowledge.</li><li>Match invoices with purchase orders and receiving records. Based on general knowledge.</li><li>Prepare weekly payment runs and support electronic and check payment processing. Based on general knowledge.</li><li>Reconcile vendor statements and investigate payment discrepancies. Based on general knowledge.</li><li>Assist with expense reporting, AP reporting, and month-end close activities. Based on general knowledge.</li><li>Maintain accurate vendor master data and support compliance with company policies. Based on general knowledge.</li><li>Collaborate with finance and operations teams to improve AP processes within Dynamics. Based on general knowledge.</li></ul>
<p><strong>Director of Operations | San Francisco</strong></p><p><br></p><p><strong>Natalie Lue with Robert Half i</strong>s partnering with an global firm seeking a <strong>Director of Operations</strong> to lead a blend of <strong>Finance, HR, and Facilities Management</strong>.</p><p>Key areas include:</p><p>• Accounting oversight, budgeting, and reporting</p><p>• HR operations, payroll, benefits, and recruiting</p><p>• Facilities, vendor management, and office operations</p><p>• Leadership of administrative teams across multiple locations</p><p> </p><p>Ideal for an operations professional who enjoys driving efficiency, supporting employees, and partnering with leadership across the business.</p><p>Interested or know someone who may be a solid operations leader? Share or apply today!</p>
<p>Eligibility Specialist</p><p>Job Description</p><p>Mission-driven organization seeking an Eligibility Specialist to determine eligibility for public assistance and community programs.</p><p>Responsibilities</p><ul><li>Conduct eligibility assessments</li><li>Verify applicant documentation</li><li>Maintain confidential records</li><li>Explain program requirements</li><li>Ensure compliance with regulations</li></ul><p><br></p><p><br></p>
<p><strong>Please apply to this posting and ping me on LinkedIn for additional consideration – Mahmoud Adam, CPA</strong></p><p><br></p><p>Some operations roles are about keeping the lights on.</p><p><br></p><p><strong>This one is about helping shape how a growing $2B wealth management firm operates.</strong></p><p><br></p><p>California Financial Advisors is a well-established, rapidly growing RIA in San Ramon—and they’re looking for an <strong>Operations Manager</strong> to step into a high-impact role created through a planned succession.</p><p><br></p><p>💰 <strong>$110K + Bonus + 3% 401(k) Match</strong></p><p>📍 <strong>San Ramon </strong></p><p>📈 <strong>$2B AUM | ~30 years in business</strong></p><p><br></p><p><br></p><p>🚀 Why This Role Is Different</p><p>You’ll work directly with the <strong>COO and current Operations Manager</strong>, receiving hands-on training and significant knowledge transfer as you grow into the role.</p><p>This isn't a narrow operations position. You’ll have visibility across <strong>operations, HR, technology, compliance coordination, process improvement, and firmwide initiatives.</strong></p><p>You’ll be expected to <strong>spot problems, build solutions, and actually get things done.</strong></p><p>🛠️ What You’ll Own</p><ul><li>Lead operational projects from planning through implementation</li><li>Identify opportunities to improve workflows and efficiency</li><li>Partner with leadership on firmwide initiatives</li><li>Support technology implementations and process improvements</li><li>Coordinate HR initiatives, onboarding/offboarding, and employee matters</li><li>Work cross-functionally with Compliance</li><li>Serve as a go-to resource for operational questions</li><li>Help drive projects that improve the way the firm operates</li></ul><p><br></p>
<p><strong>Please apply to this posting and ping me on LinkedIn for additional consideration – Mahmoud Adam, CPA</strong></p><p><br></p><p>Some operations roles are about keeping the lights on.</p><p><strong>This one is about helping shape how a growing $2B wealth management firm operates.</strong></p><p><br></p><p>California Financial Advisors is a well-established, rapidly growing RIA in San Ramon—and they’re looking for an <strong>Operations Manager</strong> to step into a high-impact role created through a planned succession.</p><p><br></p><p>💰 <strong>$90K–$110K + Bonus + 3% 401(k) Match</strong></p><p>📍 <strong>San Ramon </strong></p><p>📈 <strong>$2B AUM | ~30 years in business</strong></p><p><br></p><p><br></p><p>🚀 Why This Role Is Different</p><p>You’ll work directly with the <strong>COO and current Operations Manager</strong>, receiving hands-on training and significant knowledge transfer as you grow into the role.</p><p>This isn't a narrow operations position. You’ll have visibility across <strong>operations, HR, technology, compliance coordination, process improvement, and firmwide initiatives.</strong></p><p>You’ll be expected to <strong>spot problems, build solutions, and actually get things done.</strong></p><p><br></p><p><br></p><p>🛠️ What You’ll Own</p><ul><li>Lead operational projects from planning through implementation</li><li>Identify opportunities to improve workflows and efficiency</li><li>Partner with leadership on firmwide initiatives</li><li>Support technology implementations and process improvements</li><li>Coordinate HR initiatives, onboarding/offboarding, and employee matters</li><li>Work cross-functionally with Compliance</li><li>Serve as a go-to resource for operational questions</li><li>Help drive projects that improve the way the firm operates</li></ul><p><br></p>