57 results for Project Coordinator in San Francisco, CA

Project Coordinator We are seeking a highly organized and detail-oriented Project Coordinator to support the successful delivery of our approved ERP Replacement initiative. In this role, you will work closely with the internal ERP Project Manager, external vendor project leads, and the internal PMO Director to ensure the initiative remains on track. Key Responsibilities: Maintain and regularly update the project health dashboard (currently in SmartSheet) to provide accurate and timely status reporting. Track project tasks and deliverables, assisting task owners in maintaining up-to-date progress and documentation. Prepare meeting agendas and capture detailed minutes; log key decisions, risks, and issues in project tracking tools. Support project governance by identifying, documenting, and following up on risks, decisions, and action items. Partner with communication and change management teams to support stakeholder communication planning and content development. Schedule and coordinate project meetings, workshops, and other key engagements. Monitor items impacting the project budget and ensure alignment with established budget tracking tools. Provide general project support and coordination as needed throughout the lifecycle of this large-scale initiative.

Project Manager We are looking for an experienced Project Manager to assist our client in San Francisco. This is a long-term contract role focused on overseeing high-impact data and technology initiatives. The ideal candidate will have a strong background in project management, particularly in data governance, stakeholder engagement, and integrating various business systems. Responsibilities:• Lead and manage multiple data integration and governance projects, ensuring timely delivery and alignment with organizational goals.• Oversee the migration from Snowflake to Databricks, maintaining detailed task management and clear communication.• Collaborate with cross-functional teams, including finance, marketing, and customer experience, to support data-driven initiatives.• Facilitate stakeholder management from C-level executives to team leads, providing regular updates on project risks and progress.• Utilize tools such as Tableau, and dashboards to streamline project tracking and reporting.• Work closely with data analysts and technical leads to optimize data structures and architecture.• Develop and refine project intake and lifecycle processes, ensuring efficiency and scalability.• Support the implementation of best practices for enterprise technologies and AI-driven automation.• Prepare and deliver comprehensive status reports to senior leadership, highlighting key metrics and potential risks.

Construction Project Coordinator Robert Half is working with a small construction firm in South San Francisco. Our client has been in business for over 50 years. Thei Fire Protection Division is looking to hire a Project Engineer / Coordinator. This could be a potential temp to hire for the right candidate. Previous experience as a Project Coordinator or Project Engineer is a must. Please find the details below and if interested, apply now. We are looking to review resumes next week. Do not wait. Apply now! The responsibilities of a Project Engineer are as follows but not limited to:<ul><li>Work closely with Project Managers / Superintendents to assist day-to-day project activities</li><li>Creation of project submittals</li><li>Assist with project schedules</li><li>Maintain control of all project documentation </li><li>Create, manage and tracks RFI’s </li><li>Maintain and distributes project plans </li><li>Understands Projects plans and Specifications </li><li>Prepare purchase orders </li><li>Coordinate material deliveries </li><li>Obtain approved plans and building permits with the Authority Having Jurisdiction </li><li>Coordinate & schedule inspections with the Authority Having Jurisdiction </li><li>Prepare project closeout documents </li></ul>

Project Manager/Sr. Consultant We are looking for a results-driven Project Manager/Sr. Consultant to take ownership of complex initiatives from inception to completion. In this long-term contract role, you will collaborate with cross-functional teams to oversee project schedules, costs, scope, and quality, ensuring alignment with organizational goals. Based in San Francisco, California, this position offers an opportunity to thrive in a fast-paced, dynamic environment while driving impactful outcomes. The ideal candidate will have 5+ years of hands-on experience with GitHub. Responsibilities:• Lead the planning and execution of projects, creating detailed roadmaps and ensuring milestones are met on time and within budget.• Develop and maintain comprehensive project plans that align with business objectives and uphold high-quality standards.• Partner with leadership and cross-functional teams to manage a diverse portfolio of initiatives, ensuring measurable and repeatable success.• Implement an agile approach to achieve business outcomes, effectively navigating a matrixed organizational structure.• Perform hands-on tasks related to system implementations, user support, and scripting to ensure project success.• Monitor project progress, identify risks, and recommend actionable solutions to mitigate challenges.• Leverage data-driven insights to make informed decisions and drive improvements in processes.• Facilitate clear and consistent communication across local and global teams, ensuring alignment and accountability.• Conduct regular status updates and present reports to stakeholders, highlighting key achievements and areas for improvement.

Project manager We are offering a long-term contract employment opportunity for a Project Manager in Richmond, California. The role is primarily in the industry of Project Management, with a focus on customer service and data management. Responsibilities: • Overseeing project timelines to ensure tasks and milestones are completed as scheduled. • Conducting data analysis via Microsoft Excel to provide insightful reports for the H5Ni project. • Ensuring accurate customer service by efficiently processing customer applications and resolving inquiries. • Proficient use of Microsoft Office Suite including Outlook, PowerPoint, and Word to manage and organize files. • Handling data entry tasks, ensuring accuracy and efficiency. • Administering budget, including monitoring and managing budgets to ensure financial efficiency. • Processing purchase orders with precision and in a timely manner. • Employing scanning technologies for document management and organization.

Project Manager - Non IT 1 We are looking for a dedicated Event and Venue Manager to oversee the coordination and execution of programs and events at a premier venue in Mountain View, California. This role requires expertise in managing event logistics, providing exceptional client experiences, and ensuring seamless operations. As this is a long-term contract position, we seek a detail-oriented individual who can consistently deliver high-quality service and build strong relationships with clients and vendors. Responsibilities: • Coordinate and attend site inspections to ensure venue readiness and functionality. • Conduct regular venue audits to maintain cleanliness, functionality, and safety standards. • Manage the venue calendar, oversee space bookings, and ensure smooth scheduling. • Act as the primary point of contact for clients, vendors, and service providers to guarantee seamless event execution. • Supervise all aspects of event operations, including catering, A/V setup, and technical requirements. • Develop comprehensive project timelines and communication plans for each event. • Lead pre-event meetings to align with all stakeholders and address client needs. • Oversee quality assurance for deliverables from catering, facilities, technology, and other services. • Ensure attendee privacy, security, and adherence to safety protocols during events. • Monitor and report on event changes, incidents, and outcomes for continuous improvement.

IT Project Manager ***For immediate consideration, please message Ali Ferber (Scott) on Linkedin with your updated resume*** Onsite position in West Hollywood, CASalar up to 130k base + bonus We are looking for a proficient Technical Project Manager to join our client's team in the Investment Advisory industry located in Los Angeles, California. In this role, you will be responsible for managing IT projects, working with software developers, and utilizing platforms like SDLC and Jira.

Project/Program Manager II We are looking for an experienced Project/Program Manager II to oversee the successful execution of projects and programs from start to finish. Based in San Francisco, CA, this Hybrid contract position focuses on managing deadlines, assigning tasks, tracking progress, and delivering comprehensive updates to senior leadership. The role demands a proactive leader capable of driving results while collaborating with diverse teams. Responsibilities:• Coordinate all phases of project and program management, ensuring seamless execution and timely completion.• Define project timelines, assign roles and responsibilities, and monitor progress against established goals.• Prepare detailed reports and presentations for senior management to communicate status, challenges, and achievements.• Lead and guide team members, fostering collaboration and ensuring alignment with project objectives.• Implement compliance protocols and quality assurance measures to uphold industry standards.• Conduct data analysis to evaluate project performance and identify areas for improvement.• Develop and refine procedures and practices to optimize project outcomes.• Manage stakeholder relationships, addressing concerns and ensuring satisfaction throughout the project lifecycle.• Utilize Microsoft Excel and other tools to track metrics, analyze data, and support decision-making.• Apply creativity and innovation to overcome challenges and achieve project goals.

Internal Audit Manager/Director We are looking for a detail-oriented and organized Project Manager to oversee and manage bid proposals and scopes of work related to multifamily and commercial properties. This role is a mix of on-site property walks and with the rest of your time working from home. The role involves coordinating with vendors, managing reports, and conducting site visits to ensure projects are executed efficiently. The ideal candidate is a strong communicator with excellent organizational skills and the ability to handle flexible working hours. Responsibilities:• Manage and maintain bid proposals and scope of work documentation, ensuring accuracy and consistency.• Communicate effectively with vendors to coordinate schedules and address project requirements.• Schedule vendor appointments and oversee timelines for project execution.• Prepare and analyze reports using tools like Microsoft Access and Excel.• Conduct site visits to evaluate property damage and document issues through photographs.• Be available for after-hours calls to address urgent repair needs, offering flexibility in work hours.• Travel to various properties throughout the Greater Bay Area, including San Francisco, San Jose, Oakland, and the Peninsula.• Utilize strong organizational skills to handle multiple projects and deadlines simultaneously.• Support project planning by managing subcontractor bids and negotiating maintenance contracts.

Program Support Specialist We are looking for a dedicated Program Support Specialist to join our Mission Systems Value Stream Support team in Fairfield, California. In this long-term contract role, you will contribute to the successful execution of current and future programs by managing projects of moderate complexity and ensuring seamless coordination across teams. This position offers an opportunity to work on impactful initiatives while developing innovative solutions to meet organizational goals. Responsibilities:• Lead and manage projects of moderate scope and complexity, ensuring timely delivery and alignment with organizational objectives.• Provide oversight to resolve or mitigate potential issues, ensuring smooth project execution.• Coordinate cross-functional activities to address obsolete components and ensure continuous production.• Analyze complex problems to develop logical, in-depth solutions and actionable recommendations.• Facilitate effective communication and understanding across teams to achieve project milestones.• Maintain attention to detail while managing multiple tasks and priorities simultaneously.• Drive decision-making processes with confidence, even in challenging or uncertain situations.• Develop and implement strategies to meet hard deadlines, such as Last Time Buy notices, ensuring production continuity.• Promote teamwork and serve as a motivator to enhance morale and collaboration among team members.• Ensure all project details are accurate and meet quality standards, demonstrating dependability and accountability.

Executive Assistant The Executive Assistant provides high-level administrative support to the Chief Executives and other senior executives. This role involves managing schedules, coordinating meetings, handling communications, and performing various tasks to ensure the smooth operation of the executive office. The ideal candidate will be highly organized, proactive, and capable of managing multiple priorities with discretion and professionalism.Key Responsibilities:Administrative Support:<ul><li>Manage and maintain the CEO’s calendar, including scheduling meetings, appointments, and travel arrangements.</li><li>Prepare and edit correspondence, communications, presentations, and other documents.</li><li>Handle incoming and outgoing communications, including emails, phone calls, and mail.</li><li>Organize and coordinate meetings, conferences, and special events, including logistics and catering.</li></ul>Communication:<ul><li>Act as the primary point of contact between the executive office and internal/external stakeholders.</li><li>Screen and prioritize communications, ensuring timely and appropriate responses.</li><li>Draft and distribute meeting agendas, minutes, and follow-up action items.</li></ul>Project Management:<ul><li>Assist in the planning and execution of various projects and initiatives led by the executive team.</li><li>Track progress and provide updates on project timelines, deliverables, and milestones.</li></ul>Information Management:<ul><li>Maintain confidential and sensitive information with utmost discretion.</li><li>Develop and maintain a filing system for documents, records, and reports.</li></ul>Travel Coordination:<ul><li>Arrange detailed travel plans, itineraries, and agendas.</li><li>Ensure all travel logistics are managed efficiently and cost-effectively.</li></ul>Office Management:<ul><li>Monitor and order office supplies as needed.</li><li>Coordinate with IT and facilities for any office maintenance or equipment needs.</li><li>Assist in managing office budgets and expenses.</li></ul>

Property Administrator Are you detail-oriented, organized, and ready to take on an exciting role in property management? We are seeking a Property Administrator to join our team! In this role, you will play a vital part in supporting the financial administration, reporting, and project management of commercial properties under the guidance of the Associate Director. This dynamic position is perfect for someone who thrives in a fast-paced, collaborative environment.Key Responsibilities:Financial Management Support<ul><li>Gather and analyze financial data to prepare reports and track expenses.</li><li>Oversee rent collection and manage accounts receivable processes.</li><li>Assist with budget preparation, monitor financial performance, and aid in implementing corrective action plans.</li><li>Review and approve vendor invoices while managing commercial vendor accounts.</li></ul>Administrative Duties<ul><li>Compile and deliver routine property reports for stakeholders, including investors, lenders, and government entities.</li><li>Manage and update internal reporting dashboards.</li><li>Coordinate and consolidate reporting materials for external parties.</li></ul>Project Management Support<ul><li>Provide assistance with capital projects, ensuring timely and budget-conscious completion.</li><li>Collaborate with the Facility Manager to coordinate improvement projects and ensure vendor compliance.</li><li>Oversee insurance requirements and manage documentation for tenant construction projects.</li></ul>Portfolio Systems Operation<ul><li>Manage portfolio tools, including security system access and Yardi property management software.</li><li>Address Yardi-related inquiries and generate reports as needed.</li></ul>

Jr. Transactional Paralegal Our client, a mid-sized reputable corporate firm, is seeking a Junior Paralegal to join their team. This firm supports a variety of clients with complex, impactful transactional matters, including public finance, bond offerings, hospital and housing deals. Their collaborative, team-oriented environment allows employees to wear multiple hats while developing versatile legal skills. We are seeking a Jr. Transactional Paralegal to provide high-level legal and administrative support to one of our partners. The ideal candidate will be a proactive problem-solver with expertise in handling transactional matters, robust organizational skills, and a commitment to delivering exceptional client service. Key Responsibilities:<ul><li>Document Drafting and Review: Prepare, proofread, and edit legal documents related to public finance, municipal bond offerings, hospital transactions, and housing deals (training provided)</li><li>Managing Workflows: Assist with project management tasks, ensuring deadlines are met and workstreams are efficiently coordinated.</li><li>Administrative Support: Oversee general administrative tasks, including maintaining records and organizing files to support firm operations.</li><li>Client Interaction: Build rapport with clients and stakeholders to coordinate logistics and facilitate various needs.</li></ul>

Accounts Receivable Finance Analyst We are looking for a detail-oriented Accounts Receivable Finance Analyst to support financial operations in our San Francisco, California office. This role requires strong expertise in managing accounts receivable and payable processes, as well as proficiency with accounting software and ERP solutions. The ideal candidate will play a key role in ensuring accurate financial records and efficient billing practices. For immediate consideration, please contact Leon Chang directly via Linked-In. Responsibilities:Accounting Responsibilities<ul><li>Manage accounts receivable, including checks, wire transfers, stock gifts, and Classy donations</li><li>Process tenant payments and rental income as needed</li><li>Record and code all cash receipts and journal entries according to policy</li><li>Reconcile and monitor accounts, pledges, and reporting systems for GAAP compliance</li><li>Communicate with the team on major donor contributions</li><li>Coordinate with the Controller to track pledges and net assets (restricted/unrestricted)</li><li>Assist with payroll processing and general ledger integration</li><li>Support Accounts Payable coordination and perform month-end account analysis</li><li>Help resolve reconciling items and assist the Controller as needed</li></ul>Grant and Contract Management<ul><li>Allocate expenses to appropriate grants/contracts based on cost methodology</li><li>Prepare and submit monthly contract invoices with required documentation</li><li>Monitor spending and flag under/overspending risks to the Controller</li><li>Support grant tracking and generate related financial reports</li></ul>Other Duties<ul><li>Provide audit support during the organization’s annual financial review</li></ul>

Accounts Payable Supervisor We are looking for a detail-oriented Accounts Payable Supervisor to join our team in San Rafael, California. In this role, you will help ensure accurate and timely processing of invoices while working closely with the project management team and other departments. This is an excellent opportunity for someone with a strong background in accounts payable and a drive for efficiency. Responsibilities:• Process and code invoices accurately in alignment with established procedures.• Match invoices to corresponding purchase orders and verify supporting documentation.• Manage daily accounts payable tasks, handling a high volume of invoices.• Collaborate with the project management team to ensure proper tagging and tracking of invoices.• Utilize Sage Paperless and other accounting software to maintain organized records.• Assist in weekly accounts payable reporting and reconciliation.• Prioritize tasks based on direction from the Accounts Payable Lead and Accounting Manager.• Ensure compliance with company policies and procedures regarding financial transactions.• Contribute to maintaining accurate project cost data for financial reviews.Supervisor

IT Manager The IT Project Manager will oversee the planning, execution, and delivery of critical technology projects. This includes upgrades, implementations, vendor coordination, and user support. The role will also serve as a super-user for the electronic medical record (EMR) system and report directly to the CFO. The ideal candidate will ensure IT initiatives align with organizational goals and support high-quality care and operations. Key Responsibilities:<ul><li>Lead end-to-end delivery of IT projects, ensuring timely and budget-conscious execution.</li><li>Oversee implementation and integration of new technologies (networking, accounting systems, resident services, etc.).</li><li>Align IT solutions with department needs and strategic goals through cross-functional collaboration.</li><li>Provide training and support for staff on new and existing IT tools.</li><li>Ensure regulatory compliance (HIPAA) and uphold cybersecurity standards.</li><li>Apply project management methodologies: stakeholder engagement, root cause analysis, goal setting, etc.</li><li>Manage external IT consultants and ticketing systems to resolve support issues efficiently.</li><li>Contribute to corporate compliance efforts related to IT and data security.</li><li>Act as a super-user of the EMR system: workflow optimization, template building, and user training.</li><li>Research and present IT solutions with clear pros/cons analysis to the CFO.</li><li>Coordinate with third-party vendors for support, maintenance, and installations.</li><li>Other duties as assigned.</li></ul>

Lease-up Project We are looking for a dedicated Lease-Up Manager to join our team on a contract basis in San Francisco, California. In this role, you will oversee the leasing process for a new affordable housing community, ensuring compliance with regulations and achieving lease-up goals. This is a unique opportunity to contribute to the development of sustainable housing solutions while building strong tenant relationships. Responsibilities:• Manage the entire lease-up process, including marketing, tenant outreach, and move-in coordination.• Screen and select prospective tenants, ensuring compliance with income eligibility requirements and affordable housing regulations.• Develop and execute marketing strategies to attract tenants with relevant experience through partnerships with local agencies and community organizations.• Ensure adherence to federal, state, and local affordable housing regulations, including Low-Income Housing Tax Credit and Section 8 compliance.• Supervise and provide guidance to leasing agents and administrative staff, ensuring smooth operations during the lease-up period.• Maintain accurate documentation of tenant applications, lease agreements, and regulatory reports.• Submit regular progress updates on leasing activities and property occupancy to senior management.• Deliver exceptional customer service to prospective tenants, addressing inquiries and assisting with lease agreements and move-ins.• Coordinate training sessions for staff on compliance requirements and effective leasing practices. ** If you're interested in this position, please apply to this position and contact Julia Henderson at julia.henderson - at - roberthalf - .com with your word resume and reference job ID# 00410-0013224595 **

Contracts Coordinator/Legal Operations Specialist Are you detail-oriented, organized, and ready to play a crucial role in managing contracts for an innovative organization? Join an impactful team redefining education to help future generations succeed in life. This is an exciting opportunity to contribute to a mission-driven organization while honing your skills in contracts management, legal operations, and process optimization. The Contracts Coordinator will support the end-to-end management of contracts and legal workflows. From contract drafting and negotiation to ensuring compliance and maintaining legal records, this role is central to streamlining legal processes. The Contracts Coordinator will also lead efficiency-focused initiatives to enhance the organization's contract management systems and provide training on evolving workflows. Working onsite at the Oakland, CA office, the successful candidate will demonstrate exceptional project management skills, attention to detail, and the ability to navigate a dynamic, collaborative environment. Key Responsibilities<ul><li>Coordinate the full lifecycle of contracts, ensuring timely and accurate inputs in legal platforms and compliance through execution.</li><li>Draft, review, and redline vendor agreements, nondisclosure agreements (NDAs), consulting agreements, venue contracts, statements of work (SOWs), and more.</li><li>Monitor renewal and termination timelines, providing updates and reports as needed.</li><li>Deliver internal training sessions on contract processes, tools, and updated systems to stakeholders</li><li>Collaborate effectively with the CLO and organizational leadership to prepare executive summaries, task lists, and meeting materials.</li><li>Maintain and oversee an organized, standardized filing system for contracts and related correspondence.</li><li>Update and enhance legal workflow systems such as Ironclad, ensuring effective integrations and functionality.</li></ul>

Assistant Controller - VC Firm with GREAT Benefits Please reach out to Ren Friedman via Linkedin with your updated resume to be considered for the opportunity below. Or email ren.friedman at roberthalf with your updated resume. Our client is a leading VC firm in San Francisco. They are seeking a strong and hands on Assistant Fund Controller to be based in the SF Bay area and available to go into the office once or twice a week. The ideal candidate will have a proven track record of success and advancement in prior roles and will be a person who has demonstrated strong technical fund and problem solving skills and is also someone who has a great appetite for knowledge and professional growth.Responsibilities:<ul><li>Perform fund accounting work in our accounting systems</li><li>Responsible for detailed equity accounting and analysis, including complex partnership equity accounting analysis and management fee / carried interest computations</li><li>Active role in fund reporting including preparation of quarterly financial statements, performance returns, and LP-specific statements. Also prepare annual GAAP financial statements and coordination of audits with external auditors</li><li>Involvement with operational duties including capital calls, capital distributions, and liquidity management</li><li>Assist with ad-hoc requests, investor questions, and frequent interaction with our marketing / client management and legal departments</li><li>Frequent project coordination work</li><li>Assist in driving accounting, reporting and business process simplification and efficiency initiatives</li></ul>

Manager – Workday Financials (Business Operations) A leading organization in the professional services sector is hiring an Manager, Workday Financials to support and optimize day-to-day Workday Financials business operations. This strategic leadership role sits within the HR and Financial Solutions department and is responsible for ensuring Workday solutions align with operational needs, delivering streamlined workflows, compliance, and long-term stability. This role is heavily focused on the business operations side of Workday Financials in a production environment. The IT Manager leads a high-performing team responsible for maintaining and enhancing Workday Financials while partnering closely with Finance, HR, and IT leadership. The manager ensures system integrity, performance, and business continuity, while driving data-informed decision-making and cross-functional collaboration. Key Responsibilities<ul><li>Lead and oversee the daily operations, optimization, and maintenance of Workday Financials modules (e.g., General Ledger, AP/AR, Fixed Assets, Procurement, Expenses).</li><li>Manage a team of technical professionals to deliver reliable and scalable solutions that support business objectives.</li><li>Ensure efficient handling of production issues, manage SLAs, and recommend architectural or process improvements.</li><li>Collaborate with Finance stakeholders to design and implement enhancements aligned with compliance (SOX, GAAP, IFRS) and reporting needs.</li><li>Support all lifecycle activities: design, development, testing, deployment, minor enhancements, upgrades, and production support.</li><li>Provide strategic guidance to optimize business operations via automation, integration, and process improvements.</li><li>Oversee system configuration and integration projects using tools like EIB, Workday Studio, and Workday APIs.</li><li>Align technical resources and project priorities with long-term operational goals and corporate standards.</li><li>Partner with external vendors and internal teams to deliver high-quality solutions on time and within budget.</li><li>Lead personnel activities: hiring, onboarding, mentoring, performance evaluations, and skill development.</li><li>Participate in rotational on-call support for production systems.</li></ul>

Bookkeeper BOOKKEEPER/OFFICE MANAGER85K-100K + benefits Real estate investment/property management company is seeking a Bookkeeper/Office Manager to join their team. Ideally candidate would come from a small company where he/she can wear multiple hats, handle all office administrative but can also help with some accounting and HR functions. Responsibilities:•Oversees and manages the daily activities of office to ensure efficient operations, service delivery and expense control•Manages record-keeping, databases and archives of relevant records, document preparation, mail distribution, reception, bill or invoice processing, maintenance services, technical support, project coordination/ scheduling, and other related internal operations•Oversees the selection of and management of vendor and supplier relationships, purchase of products and services to ensure that they efficiently and effectively provide needed resources within budgetary limits•Performs AR/AP tasks while tracking costs and monitoring budget•Provides day-to-day oversight and assistance with carrying out various HR functions critical to company, including recruiting, onboarding, leave and attendance tracking, evaluation, employee relations, health and safety, compensation, benefits, coaching, training, diversity, employee engagement, payroll and employee records•Provides administrative and clerical support, including word processing, spreadsheets, maintenance of office supply inventory and equipment maintenance, etc.

Accounts Receivable Coordinator We are looking for an Accounts Receivable Coordinator to join our team in San Francisco, California. In this role, you will manage essential financial operations, ensuring accuracy and efficiency in accounts receivable and payable processes. This position requires strong organizational skills and a detail-oriented approach to support our accounting functions effectively. For immediate consideration, please contact Leon Chang directly via Linked-In. Responsibilities:Daily Cash Receipts: Processes and applies daily payments (checks, wires, ACH) to invoices or GL accounts; scans checks with backup; balances entries with deposits; manages held checks.Bank Deposits: Sorts checks by account, scans via remote deposit, prepares deposit slips for exceptions, and delivers deposits to the bank when needed.Client Refunds: Coordinates with attorneys to process overpayment refunds, ensuring appropriate documentation and authorizations; drafts cover letters as needed.File Maintenance: Maintains organized electronic records of all cash receipt activities, including trust transactions and overpayments; regularly audits files and archives annually.Reporting: Sends monthly trust reports to responsible partners; alerts attorneys of received retainers; maintains records and provides audit or financial information as needed; generates custom reports on request.Expense Entry: Inputs third-party expense credits into the accounting system with proper backup documentation.Client Account Management: Handles A/R write-offs, corrects misapplied payments, updates spreadsheets for complex accounts, and monitors unapplied cash; coordinates with Billing for accurate applications.Collections Support: Assists in collections during staff absence, including statement processing and database updates.Accounts Payable: Covers full AP functions when needed—invoice entry, reimbursements, vendor inquiries, and check runs.Team Collaboration: Upholds service standards, meets deadlines, assists with projects, and communicates professionally with clients.Trust Accounts: Manages daily trust transactions, ensures proper authorizations and documentation, and processes disbursements and new account setups.

Finance Manager We are looking for a highly skilled Finance Manager to join our team on a contract basis in San Francisco, California. In this role, you will leverage your expertise in financial planning, reporting, and multi-entity consolidations to drive strategic insights and optimize workflows. This position offers the opportunity to collaborate with cross-functional teams and contribute to the financial success of our organization. Responsibilities: • Oversee the financial consolidation and reporting processes using Datarails, ensuring accuracy and timeliness across multiple entities. • Manage budgeting, forecasting, and variance analysis to support strategic decision-making. • Analyze complex financial data to provide actionable insights for senior leadership. • Collaborate with various departments to implement cost-saving strategies and enhance financial efficiency. • Automate financial processes by leveraging tools like Datarails and Excel, while addressing and resolving reporting challenges. • Ensure accurate intercompany transactions and eliminate redundancies in multi-entity consolidations. • Support system upgrades and integrations to streamline financial workflows and improve efficiency. • Stay informed about industry trends and regulatory updates to maintain compliance with financial policies and procedures.

Tax Sr. - Corporate Our client is in search of a Tax Sr. - Corporate to join our team situated in Mountain View, California. As part of your role, you will be expected to prepare and complete work papers, handle client deliverables. You will also be tasked with preparing taxes for High Net Worth clients. Great job for Tax people coming out of public that want more work-life-balance! Responsibilities: • Accurately and efficiently prepare all tax deliverables for assigned clients/entities, modifying deliverables upon review by Manager/Senior Manager/Principal• Actively participate in the resolution of tax issues by providing a detailed focus on assigned projects and alerting the Manager/Senior Manager/Principal of any technical tax issues• Identify potential tax issues and propose possible solutions for review with Tax Manager, Senior Manager, or Principal• Ensure the delivery of timely and quality work products that meet or exceed internal and external expectations• Research technical tax issues and assist the client service team in forming conclusions related to complex tax issues• Work on the management of existing client revenue through the review of work in progress and preparation of billings for special projects/consulting services provided to the client• Form networks of internal and external parties to grow existing business and/or lead to the development of new business opportunities• Communicate areas where technical tax knowledge is needed and work with Manager/Senior Manager/Principal to determine personal development• Provide mentorship and assist Managers in the training and supervision of tax associates.

Senior SEC Manager We are in the process of recruiting a Senior SEC Manager to become part of our team based in Emeryville, California. The role involves ensuring compliance with the Securities and Exchange Commission regulations, overseeing acquisitions, and managing annual financial reporting. SEC Financial Reporting<ul><li>Oversee the SEC reporting process and maintain the SEC calendar aligned with closing activities.</li><li>Prepare and publish 10Q and 10K filings, including XBRL tagging review.</li><li>Lead Disclosure Committee discussions for accurate financial reporting.</li><li>Manage tie-outs and internal/external document reviews.</li><li>Ensure SOX 404 compliance for disclosure accuracy.</li><li>Prepare materials for the Audit Committee.</li></ul>Technical Accounting<ul><li>Complete GAAP checklists and ensure compliance with GAAP guidelines.</li><li>Prepare earnings release tables and review earnings-related texts.</li><li>Assist in proxy preparation.</li><li>Conduct technical accounting research and prepare memorandums.</li><li>Review material contracts for proper accounting treatment.</li></ul>Equity & Complex Financial Reporting<ul><li>Prepare journal entries and disclosures for share-based compensation.</li><li>Calculate EPS and prepare the Statement of Stockholders' Equity.</li><li>Perform impairment analyses for long-lived assets and goodwill.</li></ul>Other Responsibilities<ul><li>Ensure timely financial disclosure compliance by senior management.</li><li>Develop accounting positions for new guidance and document conclusions.</li><li>Maintain financial control policies and procedures.</li><li>Manage external agencies (SEC, NASDAQ) and respond to requests.</li><li>Collaborate with external auditors and handle special projects.</li><li>Oversee the SEC reporting process and maintain the SEC calendar aligned with closing activities.</li><li>Prepare and publish 10Q and 10K filings, including XBRL tagging review.</li><li>Lead Disclosure Committee discussions for accurate financial reporting.</li><li>Manage tie-outs and internal/external document reviews.</li><li>Ensure SOX 404 compliance for disclosure accuracy.</li><li>Prepare materials for the Audit Committee.</li></ul>Technical Accounting<ul><li>Complete GAAP checklists and ensure compliance with GAAP guidelines.</li><li>Prepare earnings release tables and review earnings-related texts.</li><li>Assist in proxy preparation.</li><li>Conduct technical accounting research and prepare memorandums.</li><li>Review material contracts for proper accounting treatment.</li></ul>Equity & Complex Financial Reporting<ul><li>Prepare journal entries and disclosures for share-based compensation.</li><li>Calculate EPS and prepare the Statement of Stockholders' Equity.</li><li>Perform impairment analyses for long-lived assets and goodwill.</li></ul>Other Responsibilities<ul><li>Ensure timely financial disclosure compliance by senior management.</li><li>Develop accounting positions for new guidance and document conclusions.</li><li>Maintain financial control policies and procedures.</li><li>Manage external agencies (SEC, NASDAQ) and respond to requests.</li><li>Collaborate with external auditors and handle special projects.</li></ul>