10 results for Sr Event Coordinator in San Francisco, CA

Senior Revenue Analyst We are seeking an experienced Senior Revenue Analyst to join our team located in San Leandro, California. As a Senior Revenue Analyst, your primary role will be to handle customer applications, ensure the accuracy of customer records, and resolve any queries. You will also be tasked with monitoring customer accounts and implementing necessary actions. Responsibilities<ul><li>Support annual customer planning activities by communicating the Bottoms Up Planning process, including timeline and process via emails and presentations, and deploying planning guidance.</li><li>Oversee the analytics team to forecast and reconcile gaps, create, update, and communicate bottom-up plan and budget reports, and build content for Sales Plan Dialogue meetings, including templates and discussion guides.</li><li>Analyze and improve Sales Trade Spending activities by leading the team in tracking and enforcing trade promotion policies, providing guidance on event ROI, evaluating promotions and trade spending proposals, and projecting sales trade spend liability at financial milestones (LE, Budget, Year-End).</li><li>Oversee the development, implementation, and integration of Revenue Growth Management tools and reporting, focusing on improving Net Trade Sales and Gross Profit.</li><li>Develop and maintain Revenue Growth Management reporting/dashboards in PowerBI, leverage insights from elasticity analyses, trade promotion ROIs, and post-event evaluations to aid sales planning, and evaluate pricing strategy for base and promoted items.</li><li>Monitor and report on category dynamics (pricing, promotion, portfolio) across key customers.</li></ul>

Senior Wealth Manager - RIA *Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration. Join a growing financial services firm committed to exceptional wealth management and financial planning. With a holistic, client-first approach, the firm helps individuals and families achieve financial success while fostering personal well-being. This is a great opportunity to lead client relationships while growing your career in a collaborative and innovative environment. You’ll work with high-net-worth clients, provide personalized financial strategies, and help shape the firm’s future. The firm offers strong career development, leadership opportunities, and great perks. What You’ll Do<ul><li>Advise Clients: Act as the lead advisor for high-net-worth individuals and families, delivering tailored financial and investment strategies.</li><li>Manage Financial Plans: Develop and adjust comprehensive plans covering retirement, tax, estate, investment, and risk management.</li><li>Mentor & Lead: Support junior advisors and contribute to a strong team culture.</li><li>Grow the Business: Build relationships, secure referrals, and participate in networking events.</li><li>Shape the Firm’s Future: Collaborate with leadership on strategic growth initiatives.</li></ul>*Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.

Senior Wealth Advisor - RIA *Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration. Join a growing financial services firm committed to exceptional wealth management and financial planning. With a holistic, client-first approach, the firm helps individuals and families achieve financial success while fostering personal well-being. This is a great opportunity to lead client relationships while growing your career in a collaborative and innovative environment. You’ll work with high-net-worth clients, provide personalized financial strategies, and help shape the firm’s future. The firm offers strong career development, leadership opportunities, and great perks. What You’ll Do<ul><li>Advise Clients: Act as the lead advisor for high-net-worth individuals and families, delivering tailored financial and investment strategies.</li><li>Manage Financial Plans: Develop and adjust comprehensive plans covering retirement, tax, estate, investment, and risk management.</li><li>Mentor & Lead: Support junior advisors and contribute to a strong team culture.</li><li>Grow the Business: Build relationships, secure referrals, and participate in networking events.</li><li>Shape the Firm’s Future: Collaborate with leadership on strategic growth initiatives.</li></ul>*Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.

Executive Administrative Assistant Intermediate (3-6 years) Position: Executive Administrative Assistant (Advanced Level) Contract Role Location: 560 Mission Street, 5th Floor, San Francisco, California, 94105, United StatesType: 100% ONSITEHourly Pay: $40 per hour Required Years of Experience: 5+ Years prior experience, Must have prior experience supporting multiple C Suite level Executive professionals, preferably within the financial sector, MUST HAVE CONCUR experience Job Description: A successful Administrative Assistant possesses structure, attention to details, quality focus, high energy and flexibility in a fast-paced, deadline driven organization. In this role, you will need to work well in a team environment, be able to represent the manager/group with professional courtesy, acumen and deliver flawless work output. Your daily routine also includes interaction with various executive level internal clients across the lines of businesses. You will need to adapt procedures, processes, and techniques to complete assignments in line with the department’s activities and goals. <ul><li> Support senior-level executives and investment bankers. </li><li>Proficient in word processing. </li><li>Arrange travel services and meetings for Executives.</li><li>Interacting with clients and employees</li><li>Strong calendar management skills and</li><li>Experience booking international travel</li></ul>Role and Responsibilities: <ul><li>Maintain complex and detailed calendars</li><li>Manage the coordination and logistics of both internal and external meetings </li><li>Arrange and coordinate complicated domestic and international travel </li><li>Manage and process expenses for manages</li><li>Screen incoming calls and determine the level of priority, while using caution in dispensing information </li><li>Organize all aspects for offsite conferences and external events, including catering and transportation </li><li>Process invoices and T& E expense claims for team members. </li><li>Ensure all policies are followed and items are processed within provided guidelines. Act as a subject matter expert for policies and procedures.</li><li>Work cooperatively with the broader EA team, in positive partnership to support each other amongst coverage models.</li></ul>

Office Manager Responsibilities:<ul><li>Manage and supervise administrative staff, including receptionists, administrative assistants, and office clerks</li><li>Oversee the maintenance of office equipment and facilities</li><li>Develop and implement office policies and procedures</li><li>Coordinate office activities and operations to secure efficiency and compliance with company policies</li><li>Manage office budget, including expenses for supplies and equipment</li><li>Handle scheduling, appointments, and travel arrangements for senior management</li><li>Organize and oversee office events, meetings, and conferences</li><li>Ensure proper filing and record-keeping systems are in place</li><li>Handle sensitive and confidential information with integrity and discretion</li><li>Address employee queries regarding office management issues (e.g., stationery, equipment, and travel arrangements)</li></ul>

Tax Sr. - Corporate PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE DETAILS SENIOR CORPORATE TAX ACCOUNTANT115K-130K+BONUS+AMAZING BENEFITS Well established private/investment foundation with over 13B in AUM is seeking a strong Sr. Tax Accountant to join their dynamic team. This is an excellent opportunity to join a prestigious organization (ranked top 15 in US) that offers stability, work/life balance, career path and excellent benefits. About the PositionSenior Tax Accountant has significant responsibilities in tax compliance, monitoring and reporting. This position ensures that the Foundation complies with tax laws and regulations while optimizing its tax position.Responsibilities-Proactively works with the tax advisor and team to prepare tax planning and strategy.-Collect and track tax data, including K-1’s issued by partnerships, and tax documents from foreign corporations.-Prepare the Foundation’s tax returns (990-PF and 990-T), including state and other related tax returns.-Ensure timely filing of all returns and payments, including quarterly estimates and extensions. Actively monitors and accounts for tax provision.-Analyze and interpret new tax laws and regulations. Work with tax advisors and outside counsel to assess impact and recommend procedures for compliance.-Play a key role in audit preparedness. Maintain processes and procedures in the event of an IRS audit.-Prepare workpapers for audited financial statements. Works with the audit team to research transactions and reconciliations on complex items during the year.-Supports the accounting and reconcilement of the Foundation’s investment portfolio in accordance with GAAP and IRS regulations.

Executive Assistant A prestigious foundation is seeking a resourceful and detail-oriented Executive Assistant to support a member of its C-suite team. This role requires a professional who thrives in a fast-paced environment, leverages exceptional organizational skills, and is collegial and approachable in their interactions. The Executive Assistant will play a pivotal role in ensuring seamless operations and coordination across the foundation’s senior leadership, board members, and key projects. Key Responsibilities:<ul><li>Draft emails and other communications on behalf of the C-suite executive.</li><li>Ensure timely responses to inquiries and streamline correspondence processes.</li><li>Assist in planning, managing, and executing special projects, which includes organizing activities, tracking progress, and driving implementation.</li><li>Manage deliverables efficiently while maintaining clear communication with stakeholders.</li><li>Attend board meetings alongside the executive, taking accurate and concise notes.</li><li>Prepare meeting agendas, summarizations, and follow-up materials.</li><li>Interact regularly with senior staff and board members to support preparation and logistics for board meetings.</li><li>Coordinate logistics for foundation events, ensuring all operations align smoothly.</li><li>Manage complex calendar schedules, prioritizing competing demands and providing solutions to scheduling conflicts.</li><li>Organize travel arrangements when necessary.</li></ul>

Accounts Payable Clerk We are seeking an Accounts Payable Clerk for our operations located in Walnut Creek, California. This role offers a contract to permanent employment opportunity in the industry. The Accounts Payable Clerk will play a vital role in managing customer applications, maintaining accurate customer records, and resolving customer inquiries. You will also manage customer accounts and implement appropriate actions. Responsibilities: • Process customer credit applications accurately and efficiently. • Keep precise records of customer credit. • Provide necessary support to staff and organize office procedures and operations. • Serve as a point of contact for maintenance, supplies, equipment, bills, and errands. • Assist in managing and controlling inventory, supporting the team with ordering and maintaining materials. • Uphold standards and comply with company confidentiality requirements. • Collaborate with IT department on all equipment issues and work with management to assist with triage for phone, computer, and copier issues. • Assist in planning and executing company events and team building activities. • Maintain a detail-oriented and positive attitude and appearance. • Manage and coordinate maintenance of the office through relationship development with the Property Management company. • Actively participate in the review and analysis of special projects and keep the management properly informed. • Maintain a thorough understanding of all systems that impact Accounts Payable. • Process payment requests in a timely and accurate manner and ensure they are coded correctly. • Communicate elevated issues to senior management associated with accounts payable. • Provide superior customer service to vendors, auditors, and other departments.

Account Supervisor/Director We are offering an exciting opportunity for an Account Supervisor/Director based in San Francisco, California. As an integral part of our team, the role involves leading high-profile PR and marketing accounts with a focus on connecting brands to diverse media outlets, public officials, and community-based organizations. This position also entails managing client relationships, developing campaign strategies, and overseeing day-to-day client needs. Responsibilities: • Develop and implement integrated campaign strategies that address and achieve strategic brand objectives for clients • Establish strong, trust-based relationships with senior-level clients, owning ultimate accountability for the success of agency-client relationships • Conduct outreach to media and community organizations, and coordinate the execution of media events • Oversee day-to-day client needs and requests, including drafting press materials and guiding creative processes • Manage a direct report at the Account Executive level, setting clear objectives, monitoring productivity, and providing coaching and support when needed • Identify and cultivate opportunities that lead to business growth and differentiate our agency’s strengths • Foster a culture of bold thinking and innovative solutions within the team • Stay actively involved in strategy and creative reviews, as well as major presentation reviews and key client meetings • Utilize CRM and other relevant software to maintain accurate client records and process customer applications efficiently • Understand and address client challenges, defining approach and strategy, and guiding successful implementation on behalf of our clients Skills: • Strategic Direction • 360 Feedback • Account Management • Annual Planning • Auto Parts • Budget Processes