<p>We are looking for a highly skilled Sr Data and Business Intelligence Analyst to join our team in San Francisco, California. This role is pivotal in driving data-driven decision-making by benchmarking organizational performance, supporting cross-departmental reporting needs, and implementing advanced business intelligence tools. The ideal candidate will possess a strong analytical mindset and a proven ability to manage and optimize data systems, ensuring the seamless flow of information across the organization.</p><p><br></p><p>Responsibilities:</p><p>• Develop and maintain comprehensive financial analyses, including profitability, time and billing, accounts payable, accounts receivable, collections, and general ledger, using advanced reporting and querying tools.</p><p>• Collaborate with firm leadership and technical teams to define and implement a business intelligence strategy that aligns with organizational goals.</p><p>• Design, create, and optimize data models, analytics layers, and dashboards using tools like Power BI, Tableau, and Aderant.</p><p>• Provide technical support and guidance to departments such as Finance, Human Resources, and Legal Recruiting to enhance their use of business intelligence applications.</p><p>• Investigate and resolve discrepancies and issues in business systems, ensuring data consistency and integrity across all platforms.</p><p>• Manage and enhance practice management tools related to budgeting, reporting, and data functionalities, while ensuring smooth implementation of new applications.</p><p>• Partner with departments to develop and maintain internal evaluations and surveys, ensuring alignment with organizational objectives.</p><p>• Oversee data flows between various firm systems, including Aderant, IntApp, and payroll systems, to ensure seamless integration and functionality.</p><p><br></p>
<p>We are seeking a <strong>Senior Platform Developer / Infrastructure Developer (Senior Software Engineer III) to</strong> design, build, and support the cloud platforms and shared infrastructure that power enterprise applications and ELT/ETL pipelines. This role is responsible for developing scalable, secure, and highly reliable platform components that enable engineering teams to deliver efficiently and safely into production. The position focuses on <strong>infrastructure automation, cloud-native services, CI/CD platforms, and production reliability</strong>. The ideal candidate is hands-on, comfortable owning platform services end-to-end, and experienced supporting mission-critical systems in production environments.</p><p><br></p><p>Responsibilities include designing and implementing platform and infrastructure improvements, developing and maintaining infrastructure-as-code, optimizing CI/CD workflows, and supporting platform services in live environments. The role also involves troubleshooting infrastructure and deployment issues, managing production incidents, and collaborating with internal teams and external vendors when needed.</p><p><br></p><p>This position includes participation in an <strong>on-call rotation (every 3 weeks)</strong> and requires comfort handling production incidents such as infrastructure outages, application restarts, dependency issues, and P1 escalations with vendors (including Microsoft). The role also provides technical leadership through code reviews, design guidance, documentation, and mentorship of apprentice platform engineers.</p>
<p><strong>Interested?</strong> Apply today and send your resume via LinkedIn to <strong>JC del Rosario</strong> — I’d love to connect.</p><p><br></p><p><strong>Senior Advice Strategist (CFP® or Series 65)</strong></p><p><strong>About the Role</strong></p><p>Join a client‑focused advisory team delivering sophisticated, fully integrated financial plans across tax, estate, insurance, and investments. You’ll partner closely with advisors and cross‑functional teams to design strategies, present recommendations, and support a high‑touch client experience in a fast‑paced, growth‑oriented environment.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Collaborate with advisors to produce client‑ready advice and planning materials.</li><li>Lead complex plan development (cash flow, tax, insurance, estate).</li><li>Present planning strategies and recommendations directly to clients.</li><li>Enhance planning tools, software, and workflow efficiency.</li></ul><p><strong>Why This Opportunity</strong></p><ul><li>A people‑first culture with exceptional training and career development.</li><li>Boutique, high‑touch client experience backed by strong resources and clear leadership vision.</li><li>Expanding West/Midwest presence and the ability to make a meaningful impact on clients’ financial lives.</li></ul>
<p>We are seeking an experienced Legal Case Management Implementation Specialist to provide technical support and drive successful adoption of the Smokeball platform for law firms managing wildfire homeowners and property loss, as well as personal injury loss claims from the Eaton fires. Candidates with experience in any legal case management software are encouraged to apply. Your focus will be on back-end IT management, data handling, and enabling product adoption across internal teams.</p><p><br></p><p>Key Responsibilities:</p><ul><li>Provide technical support for Smokeball and similar legal case management software tools, resolving issues and supporting users as they adopt new digital workflows.</li><li>Oversee data entry, extraction, and management to ensure accuracy and integrity for homeowners and property loss claim files.</li><li>Generate and deliver data reports to support legal teams handling case reviews and compliance requirements.</li><li>Leverage background in database management to administer platform settings, facilitate migrations, and organize claim data securely.</li><li>Collaborate with legal professionals to implement the case management software, educate users, and maximize utilization of system features.</li><li>Troubleshoot platform issues, provide proactive solutions, and document user guides and best practices for ongoing product adoption.</li><li>Stay informed about legal technology trends to support operational and compliance goals.</li></ul><p><br></p>
<p><strong>Interested?</strong></p><p>Apply today and send your resume via <strong>LinkedIn to JC del Rosario</strong> — I’d love to connect!</p><p><br></p><p><strong>Senior Advice Strategist (CFP® or Series 65)</strong></p><p><strong>About the Role</strong></p><p>Join a client‑focused advisory team delivering sophisticated, fully integrated financial plans across tax, estate, insurance, and investment disciplines. In this role, you’ll collaborate closely with advisors and cross‑functional partners to craft strategies, prepare planning materials, present recommendations, and help deliver a high‑touch client experience in a fast‑paced, growth‑oriented environment.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Partner with advisors to prepare and deliver client‑facing advice and planning materials.</li><li>Lead advanced plan development, including cash‑flow modeling, tax strategies, insurance analysis, and estate planning.</li><li>Present financial strategies and recommendations to clients alongside advisors.</li><li>Leverage and optimize planning software, tools, and workflows to enhance efficiency and client experience.</li></ul><p><br></p><p><strong>Why This Opportunity Stands Out</strong></p><ul><li>People‑first culture with strong training, mentorship, and career development.</li><li>Boutique, high‑touch client experience supported by robust resources and a clear leadership vision.</li><li>Expanding West/Midwest footprint with the opportunity to make meaningful client impact.</li></ul>
<p>Our CPG client in the East Bay is seeking an IT SOX Analyst for a contract-to-hire opportunity. This role focuses on ensuring robust IT compliance and risk management practices aligned with Sarbanes-Oxley (SOX) standards. The ideal candidate will have an understanding of IT controls, risk assessments, and governance processes, coupled with a collaborative approach to working across departments. This role is 100% remote and is expected to pay $50-$55/hr. DOE and location.</p><p><br></p><p>Responsibilities:</p><p>• Support the design, implementation, and management of IT General Controls (ITGCs) to ensure compliance with SOX requirements</p><p>• Assist in the documentation of IT processes, risks, and controls across key systems, maintaining accurate and detailed narratives and matrices</p><p>• Coordinate control testing activities, ensuring alignment with audit standards and consistency in execution</p><p>• Conduct quarterly reviews and assessments related to user access, segregation of duties, and SOC1 compliance</p><p>• Monitor and remediate IT control deficiencies by collaborating with system owners to implement sustainable solutions</p><p>• Execute ITGC and application control testing in accordance with PCAOB and external auditor standards</p><p>• Evaluate the impact of system changes, integrations, and implementations on compliance and recommend appropriate controls</p><p>• Assist in new system implementations, upgrades, or significant IT changes for impact on SOX controls</p><p>• Assist in annual SOX scoping and IT risk assessment activities</p>
<p><strong>***FOR IMMEDIATE CONSIDERATION, PLEASE MESSAGE ALI FERBER (SCOTT) ON LINKEDIN WITH YOUR UPDATES RESUME***</strong></p><p><br></p><p><strong>Functional Role: </strong>Senior Full Stack Engineer (TypeScript/Java)</p><p><strong>Salary</strong>: Total Comp < $300k</p><p><br></p><p>We are looking for a highly skilled Sr. Software Engineer to join our client's team in West Hollywood, California. In this role, you will contribute to cutting-edge projects, leveraging your expertise in software development to design, build, and optimize innovative solutions. This is an exciting opportunity to work in a dynamic environment where creativity and technical excellence are valued.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Design, develop, and deploy full-stack applications using <strong>Java</strong> and <strong>TypeScript</strong>.</li><li>Build scalable solutions leveraging both <strong>SQL</strong> and <strong>NoSQL databases</strong>.</li><li>Implement and maintain <strong>CI/CD pipelines</strong> for seamless deployments.</li><li>Collaborate with cross-functional teams to bring new features and products to life.</li><li>Contribute to architecture decisions and technology choices for new projects.</li><li>Thrive in a <strong>startup environment</strong>, taking ownership and driving projects end-to-end.</li></ul><p><br></p><p><br></p>
We are looking for a dedicated and creative Sales/Marketing Coordinator to join our nonprofit organization based in San Rafael, California. This long-term contract position focuses on enhancing the visibility of our programs and initiatives to drive community engagement and support. The ideal candidate will have a passion for making a positive impact and a strong background in marketing and administrative coordination.<br><br>Responsibilities:<br>• Develop and implement marketing strategies to increase public awareness and engagement with the organization’s services and events.<br>• Create and manage a variety of marketing materials, including brochures, newsletters, press releases, and social media posts, ensuring alignment with branding guidelines.<br>• Plan and coordinate logistics for outreach activities, fundraising events, and partnership initiatives, including volunteer communications and event promotions.<br>• Work closely with program managers to collect and utilize success stories, testimonials, and impact data for marketing and fundraising purposes.<br>• Manage and update the organization’s website and social media channels with fresh and engaging content.<br>• Monitor and analyze the performance of marketing and fundraising campaigns to identify areas for improvement and inform future strategies.<br>• Conduct research to identify potential funding sources, sponsors, and partnership opportunities to support organizational growth.<br>• Assist with the preparation of grant proposals and donor communications to support development goals.<br>• Provide administrative support for sales and marketing activities, ensuring smooth coordination of tasks and projects.
