<p>Colleen McAuliffe is looking for an experienced Controller to oversee accounting operations and financial reporting for a multi-entity organization based in Oakland, California. This position blends day-to-day financial leadership with oversight of controls, compliance, and reporting accuracy across corporate and related entities. The role requires sound judgment, strong organizational ability, and a hands-on approach to managing complex accounting activities while partnering with leadership on financial insight and process improvement.</p><p><br></p><p>Responsibilities:</p><p>• Direct accounting activities across multiple entities, including ledger maintenance, reconciliations, cash activity, payables, and receivables.</p><p>• Lead monthly and annual close cycles, ensuring timely completion of entries, accruals, account analysis, and financial statement preparation.</p><p>• Review financial results, investigate fluctuations, and present meaningful analysis to support business decisions.</p><p>• Oversee vendor payments, customer receivable activity, and subledger-to-ledger balancing while resolving exceptions efficiently.</p><p>• Monitor payroll-related accounting, benefit cost allocations, tax obligations, and coordination of required filings with external partners.</p><p>• Manage compliance reporting such as 1099 preparation, unclaimed property submissions, business license renewals, and property tax documentation.</p><p>• Coordinate external audit support, retirement plan reporting, and the collection of financial records required for examinations and reviews.</p><p>• Strengthen internal controls, refine accounting procedures, and identify opportunities to improve automation, scalability, and reporting quality.</p><p>• Supervise and develop accounting team members while collaborating with operations, human resources, information technology, and executive leadership on budgeting, forecasting, and cash flow planning.</p>
<p><strong>POSITION:</strong> Client Service Coordinator - Associate (Contract)</p><p><strong>Location:</strong> Redwood City, CA (Onsite)</p><p><strong>Schedule:</strong> 100% ONSITE from Monday–Friday, 8:00 AM – 4:30 PM</p><p><strong>Assignment Type:</strong> Contract (Temp)</p><p><strong>Tentative Pay:</strong> $21 per hour</p><p> </p><p><strong>Overview</strong></p><p>We are partnering with a leading organization to identify a <strong>Client Service Coordinator - Associate</strong> to provide essential administrative support and help ensure smooth day-to-day operations. This role is ideal for someone early in their career who is highly organized, detail-oriented, and comfortable managing multiple priorities in a fast-paced environment.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Manage phone calls, emails, and correspondence in a professional manner</li><li>Schedule meetings, coordinate conferences, and maintain calendars</li><li>Maintain filing systems, sort/distribute mail, and order office supplies</li><li>Assist with financial record keeping and expense tracking</li><li>Support special projects and team initiatives as needed</li><li>Maintain cleanliness and organization in shared office spaces (kitchen and common areas)</li></ul><p><br></p><p><br></p>
<p>We are looking for a <strong>Patient Access Rep</strong> to support front-end patient registration and admission activities in California. This <strong>Patient Access Rep </strong>Long-term Contract position is ideal for someone beginning a career in healthcare administration or bringing strong customer service experience from another industry. In this <strong>Patient Access Rep </strong>role, you will help patients navigate registration, insurance verification, payment collection, and required documentation while delivering detail-oriented service in a fast-paced setting.</p><p><br></p><p>Responsibilities:</p><p>• Complete patient intake, admission, and registration activities with attention to accuracy, timeliness, and privacy standards.</p><p>• Assures secure handling and accurate recording of payments collected at the point-of-service delivery.</p><p>• Builds a foundational understanding of the different health insurance coverage options and the related processes and procedures.</p><p>• Able to handle routine/simple patient escalations and perform service recovery.</p><p>• Escalates any advanced or complex registrations to a more experienced team member.</p><p>• Greets patients and begins the registration process. Maintains professional communication with various PAS staff medical center staff physicians guests and patients regarding the admitting/registration services rendered. </p><p>• Meets weekly individual productivity and key performance indicators and standards while following planned priorities as set by the department leadership team.</p>
We are looking for a Patient Admin Specialist (PAS) to support front-office operations in an outpatient clinic in Redwood City, California. This Long-term Contract position focuses on delivering a smooth patient experience through registration, appointment coordination, surgery scheduling support, and day-to-day administrative assistance. The ideal candidate is organized, service-focused, and comfortable managing multiple priorities while communicating effectively with patients, providers, and internal teams.<br><br>Responsibilities:<br>• Welcome patients at the front desk, manage check-in and check-out activities, and address routine questions related to appointments, payments, and scheduling.<br>• Coordinate new patient intake and assist with arranging appointments and surgical visits based on provider availability and clinic guidelines.<br>• Communicate with physicians and clinic staff to align scheduling needs and help address time-sensitive patient situations appropriately.<br>• Support patient and provider interactions by using approved reference materials, office tools, and established administrative procedures.<br>• Respond to non-clinical inquiries received through phone messages or CRM systems, and route complex matters to the appropriate team when needed.<br>• Maintain accurate clinic records by updating databases, processing internal documentation, and organizing patient-related administrative forms.<br>• Handle incoming and outgoing office correspondence, including fax distribution, mail processing, and filing of clinic-specific documents.<br>• Contribute to daily clinic efficiency by meeting service expectations and completing administrative duties in a timely and thorough manner.
<p>We are looking for a detail-oriented Bookkeeper to support accounting and property administration activities for a portfolio of commercial properties in California. This contract opportunity with potential for a permanent role is ideal for someone who enjoys managing day-to-day financial operations, maintaining accurate records, and coordinating tenant-related administrative tasks. The role focuses heavily on bookkeeping while also helping keep property financial data, insurance documentation, and reporting organized across multiple locations.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Manage routine accounts payable and accounts receivable activities for multiple properties, ensuring invoices, payments, and receipts are processed accurately and on schedule.</p><p>• Maintain financial records for a portfolio of approximately 35 properties, keeping ledgers current and supporting consistent day-to-day bookkeeping operations.</p><p>• Prepare and review account and bank reconciliations to identify discrepancies, resolve issues promptly, and preserve accurate reporting.</p><p>• Oversee tenant insurance tracking by monitoring renewals, collecting documentation, and keeping compliance records up to date.</p><p>• Assist with property-level financial administration, including organizing supporting documents and maintaining accurate accounting files.</p><p>• Use Yardi and other accounting tools to enter transactions, update records, and support property management reporting needs.</p><p>• Generate checks and coordinate monthly payment activity for each property while following established accounting procedures.</p><p>• Support ongoing accounting accuracy by reviewing balances, verifying entries, and helping maintain organized financial workflows.</p><p><br></p><p>Please reach out to John Miller for immediate consideration. </p>
<p><strong>Ever worked on a fund… but never touched the <em>carry</em>?</strong></p><p><br></p><p>This is where that changes.</p><p>If you understand <strong>private equity structures</strong> and want to get closer to the economics of the deal—not just the reporting—this role puts you right in the middle of it.</p><p><br></p><p>$110K – $150K + bonus</p><p>Direct exposure to <strong>GP entities, carry, and management company operations</strong></p><p><br></p><p>This isn’t your typical fund accounting seat.</p><p>You’ll be working directly on:</p><ul><li><strong>GP allocations + deal-by-deal carried interest waterfalls</strong></li><li>Tracking <strong>carry, clawbacks, and distributions</strong></li><li>Supporting <strong>management company financials, budgeting, and forecasting</strong></li><li>Owning <strong>GL, intercompany activity, and operational accounting</strong></li><li>Partnering with <strong>CFO, tax advisors, and auditors</strong></li></ul><p><br></p><p>Why this role stands out:</p><ul><li>Real exposure to <strong>how money actually flows in private equity</strong></li><li>Work directly with <strong>GP economics (not just LP reporting)</strong></li><li>Blend of <strong>technical accounting + strategic visibility</strong></li><li>High-impact seat in a <strong>fast-paced investment environment</strong></li></ul><p><br></p>
<p>If you are looking for the next step in your Fund Accounting career, send Jennifer Fukumae a message on LinkedIn for immediate consideration.</p><p> </p><p>A leading venture and growth investment platform is seeking a <strong>Fund Accounting & Tax Manager</strong> to join its expanding finance team. The firm specializes in acquiring existing ownership stakes in private companies and venture capital funds and recently closed a $2.2B inaugural fund that exceeded its original fundraising target. This is an opportunity to join a high-performing team within a fast-paced investment environment focused on venture secondaries and growth investing.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Manage fund accounting activities across multiple investment vehicles </li><li>Oversee quarterly closes, financial reporting, and investor reporting </li><li>Review capital calls, distributions, carried interest allocations, and management fees </li><li>Coordinate with external fund administrators, auditors, and tax providers </li><li>Manage tax compliance and investor tax reporting processes </li><li>Assist with valuation support and portfolio reporting initiatives </li><li>Improve operational processes, controls, and reporting efficiencies </li><li>Support fundraising activities and strategic finance projects </li></ul><p><br></p>
<p>A small civil litigation law office in Santa Rosa is seeking a Legal Administrative Assistant to provide temporary coverage during a medical leave beginning in mid-June and continuing through early August. This position requires candidates to report onsite Monday through Thursday from 8:30 AM to 4:00 PM, making it an excellent fit for legal support professionals seeking a reduced-hour schedule. The ideal candidate will have prior law firm experience, familiarity with litigation support functions, and the ability to step into an active practice with minimal training.</p><p><strong>Responsibilities</strong></p><ul><li>Prepare, scan, upload, and electronically file court documents</li><li>Assist with electronic court filings through One Legal and other filing platforms</li><li>Process service requests and filing-related correspondence</li><li>Answer and route incoming phone calls</li><li>Handle incoming and outgoing mail</li><li>Maintain electronic and physical case files</li><li>Assist with document organization and records management</li><li>Provide front desk and general administrative support</li><li>Support calendaring and scheduling activities as needed</li></ul><p><br></p>
<p>This is <strong>not a traditional fund accounting role</strong>.</p><p>We’re partnering with a highly respected <strong>institutional investment platform managing $20B+ in AUM</strong>, investing across <strong>private equity, venture capital, hedge funds, real assets, and public markets</strong> through a sophisticated endowment-style strategy.</p><p>If you’re someone who enjoys <strong> operational oversight, process improvement, and exposure across multiple alternative asset classes</strong>—this opportunity is worth a look.</p><p><br></p><p><strong>Why This Role Stands Out</strong></p><p>✔️ Work across <strong>private equity, VC, hedge funds, real assets, and pooled investment vehicles</strong> — you will <strong>not be siloed</strong> into one strategy</p><p> ✔️ Join a lean, collaborative, high-caliber team supporting a flagship institutional fund</p><p> ✔️ Heavy exposure to <strong>technical partnership accounting, fund operations, compliance, and risk management</strong></p><p> ✔️ A role centered around <strong>review, oversight, operational improvements, and technical thinking</strong> — not repetitive fund admin work</p><p> ✔️ Strong long-term growth potential in a stable, entrepreneurial environment</p><p><br></p><p><strong> What You’ll Own</strong></p><ul><li>Review fund administrator NAV packages, capital statements, and investor reporting</li><li>Oversee audits, compliance filings, distributions, and expense allocations</li><li>Manage relationships with administrators, auditors, and external vendors</li><li>Support separately managed accounts and complex fund structures</li><li>Help improve controls, processes, and accounting consistency across products</li></ul><p><br></p>
<p>We are looking for an experienced Accounts Receivable Supervisor/Manager to join a team in Madera, CA in a contract-to-permanent capacity. This position will oversee core receivables operations, support timely cash flow, and help strengthen billing and collection processes across commercial accounts. The ideal candidate brings a strong background in receivables leadership, accuracy in financial tracking, and a hands-on approach to improving account performance.</p><p><br></p><p>Responsibilities:</p><p>• Lead daily accounts receivable activities, ensuring invoices, incoming payments, and account balances are handled accurately and on schedule.</p><p>• Guide commercial collections efforts by following up on outstanding balances, resolving payment issues, and maintaining clear client communication.</p><p>• Review and post cash receipts, match payments to open invoices, and address discrepancies that affect account accuracy.</p><p>• Analyze aging reports to identify overdue accounts, prioritize collection strategies, and reduce past-due balances.</p><p>• Oversee billing-related tasks to help ensure invoices are issued correctly and align with customer agreements and internal records.</p><p>• Perform account reconciliations and investigate variances to maintain reliable financial data and support month-end reporting.</p><p>• Supervise receivables workflows, recommend process improvements, and assist with operational updates when business systems or procedures change.</p><p>• Partner with internal teams to resolve customer billing concerns and improve the efficiency of the order-to-cash cycle.</p>
<p><strong>Break into UHNW Wealth Management — Senior Wealth Analyst</strong></p><p>Jennifer Fukumae at Robert Half is partnering with a respected Registered Investment Advisor serving high and ultra-high-net-worth families. This is a strong opportunity for early-career professionals (3+ years) looking to deepen client exposure, build planning expertise, and grow toward an Advisor track.</p><p> </p><p>If interested, message Jennifer Fukumae on LinkedIn for fastest consideration or to chat about other roles in my pipeline.</p><p> </p><p><strong>What You’ll Do</strong></p><ul><li>Support Wealth Advisors in delivering a high-touch client experience</li><li>Gather and organize client data to build financial plans and investment proposals</li><li>Prepare analyses across cash flow, investments, tax, estate, and risk planning</li><li>Update plans in financial planning software and incorporate advisor/client feedback</li><li>Assist with portfolio monitoring, account maintenance, and follow-ups after meetings</li><li>Manage tasks and client records in CRM (e.g., Salesforce)</li><li>Coordinate with internal teams to keep deliverables on track</li></ul><p> </p>
<p>This is <strong>not your typical fund accounting seat</strong>.</p><p>We’re partnering with a <strong>rapidly scaling private markets investment platform</strong> that recently raised <strong>one of the largest inaugural funds in its space — $2.2B+ in commitments, exceeding target</strong> — and is already deploying capital at an impressive pace.</p><p>If you enjoy <strong>complex fund structures, and building alongside a fast-growing platform</strong>, this could be a career-defining opportunity.</p><p><br></p><p><strong> Why This Role Stands Out</strong></p><p>✔️ <strong>$165K–$200K base + 20–25% bonus + carry participation</strong></p><p> ✔️ Exposure to a <strong>highly sophisticated, institutional investment platform</strong> backed by major industry players</p><p> ✔️ Work across <strong>fund accounting + tax</strong> (rare combination with real depth)</p><p> ✔️ Be part of a lean, high-caliber team where your work has <strong>visibility and impact</strong></p><p> ✔️ Strong benefits, 401(k), daily meals, and significant long-term growth potential</p><p> ✔️ Opportunity to help build toward the <strong>next fund launch already in motion</strong></p><p><br></p><p><strong> What You’ll Own</strong></p><ul><li>Lead fund accounting, NAV oversight, and financial reporting across alternative investment structures</li><li>Oversee capital calls, distributions, investor reporting, and audit coordination</li><li>Partner closely on <strong>K-1s, partnership tax reporting, and fund-level tax processes</strong></li><li>Work with fund administrators, auditors, and outsourced providers to ensure operational excellence across a complex multi-entity structure</li></ul><p><br></p>
<p><strong>Ever worked on a fund… but never touched the <em>carry</em>?</strong></p><p><br></p><p>This is where that changes.</p><p>If you understand <strong>private equity structures</strong> and want to get closer to the economics of the deal—not just the reporting—this role puts you right in the middle of it.</p><p><br></p><p>$110K – $150K + bonus</p><p>Direct exposure to <strong>GP entities, carry, and management company operations</strong></p><p><br></p><p>This isn’t your typical fund accounting seat.</p><p>You’ll be working directly on:</p><ul><li><strong>GP allocations + deal-by-deal carried interest waterfalls</strong></li><li>Tracking <strong>carry, clawbacks, and distributions</strong></li><li>Supporting <strong>management company financials, budgeting, and forecasting</strong></li><li>Owning <strong>GL, intercompany activity, and operational accounting</strong></li><li>Partnering with <strong>CFO, tax advisors, and auditors</strong></li></ul><p><br></p><p>Why this role stands out:</p><ul><li>Real exposure to <strong>how money actually flows in private equity</strong></li><li>Work directly with <strong>GP economics (not just LP reporting)</strong></li><li>Blend of <strong>technical accounting + strategic visibility</strong></li><li>High-impact seat in a <strong>fast-paced investment environment</strong></li></ul><p><br></p>
We are looking for an experienced Accounting Manager to support a registered real estate fund in San Francisco, California. This is a Long-term Contract opportunity focused on maintaining accurate financial reporting, overseeing core accounting activities, and providing interim leadership coverage during a critical period. The ideal candidate brings a strong background in real estate accounting and is comfortable working across fund-level and general ledger processes in a deadline-driven environment.<br><br>Responsibilities:<br>• Lead monthly close activities by reviewing entries, reconciliations, and supporting schedules to ensure timely and accurate reporting.<br>• Oversee general ledger accuracy and resolve accounting issues by analyzing balances, researching variances, and maintaining proper documentation.<br>• Review financial statements for completeness and compliance, ensuring reports align with applicable accounting standards and fund requirements.<br>• Manage account reconciliation work across key balance sheet and income statement areas, following up on discrepancies and driving resolution.<br>• Prepare and approve journal entries with clear support, strong internal controls, and appropriate accounting treatment.<br>• Support audit and financial statement review activities by coordinating requested documentation and responding to inquiries from internal and external stakeholders.<br>• Contribute accounting expertise related to real estate fund operations, including property-level activity and fund accounting considerations.<br>• Utilize Yardi where applicable to review transactions, support reporting, and strengthen accounting workflows.
<p><strong>Associate Advisor | Build Your Career in Wealth Management</strong></p><p><br></p><p><strong>$85K–$110K Base (stretch) + Bonus + Excellent Benefits + 5% 401(k) Match</strong></p><p><strong></strong></p><p><strong>What if your next role wasn’t just a job… but the launchpad to becoming a trusted Wealth Advisor?</strong></p><p>A thriving wealth management firm with <strong>$4.5B+ in AUM</strong> is looking for an <strong>Associate Advisor</strong> who is hungry to learn, eager to grow, and excited to make a meaningful impact in clients’ financial lives.</p><p>This is an opportunity to join a highly respected, collaborative team where you’ll work directly alongside seasoned advisors, gain hands-on exposure to complex financial planning, and build the foundation for a long-term career in wealth management.</p><p><br></p><p><strong>Why This Opportunity Stands Out</strong></p><p><br></p><p>This is <strong>not a back-office support seat</strong>.</p><p>You’ll be deeply involved in the <strong>full client journey</strong>—from preparing for meetings and building financial plans to helping implement recommendations and delivering a high-touch client experience.</p><p>You’ll work closely with senior advisors while receiving <strong>structured mentorship, coaching, and real career development</strong> with the opportunity to grow into larger advisory responsibilities over time.</p><p>If your long-term vision is to become a <strong>trusted advisor, future leader, or even build your own book one day</strong>—this firm wants to invest in that journey.</p><p><br></p><p><strong>What You’ll Be Doing</strong></p><p>✔ Partner with Senior Advisors to support high-net-worth client relationships</p><p>✔ Help build and execute comprehensive financial plans</p><p>✔ Prepare for client meetings, analyze financial data, and implement recommendations</p><p>✔ Coordinate with Operations, Compliance, and Client Services to deliver a seamless experience</p><p>✔ Build confidence, judgment, and technical expertise to eventually manage relationships independently</p>
<p><strong>Ever worked on a fund… but never touched the <em>carry</em>?</strong></p><p><strong></strong></p><p>This is where that changes.</p><p>If you understand <strong>private equity structures</strong> and want to get closer to the economics of the deal—not just the reporting—this role puts you right in the middle of it.</p><p><br></p><p>$110K – $150K + bonus</p><p>Direct exposure to <strong>GP entities, carry, and management company operations</strong></p><p><br></p><p>This isn’t your typical fund accounting seat.</p><p>You’ll be working directly on:</p><ul><li><strong>GP allocations + deal-by-deal carried interest waterfalls</strong></li><li>Tracking <strong>carry, clawbacks, and distributions</strong></li><li>Supporting <strong>management company financials, budgeting, and forecasting</strong></li><li>Owning <strong>GL, intercompany activity, and operational accounting</strong></li><li>Partnering with <strong>CFO, tax advisors, and auditors</strong></li></ul><p><br></p><p>Why this role stands out:</p><ul><li>Real exposure to <strong>how money actually flows in private equity</strong></li><li>Work directly with <strong>GP economics (not just LP reporting)</strong></li><li>Blend of <strong>technical accounting + strategic visibility</strong></li><li>High-impact seat in a <strong>fast-paced investment environment</strong></li></ul><p><br></p>
We are looking for an experienced Accounting Manager to support key accounting operations for a long-term contract opportunity in San Francisco, California. This role will lead core close activities, maintain the integrity of the general ledger, and help ensure accurate financial reporting in a dynamic environment. The ideal candidate brings strong technical accounting knowledge, hands-on leadership ability, and a proven record of strengthening processes while guiding a small accounts receivable team.<br><br>Responsibilities:<br>• Lead monthly close activities and coordinate timelines to deliver accurate and timely financial results.<br>• Manage and review general ledger activity, ensuring transactions are properly recorded and supported.<br>• Supervise two accounts receivable specialists, providing direction, oversight, and day-to-day support.<br>• Prepare and post journal entries while validating the accuracy and completeness of supporting documentation.<br>• Perform detailed account reconciliations and resolve discrepancies across key balance sheet and income statement accounts.<br>• Support financial statement audit activities by organizing schedules, responding to requests, and maintaining audit-ready records.<br>• Identify opportunities to improve accounting workflows, controls, and overall operational efficiency.<br>• Utilize systems such as NetSuite and Intacct to monitor accounting data and support reporting accuracy.
<p><strong>Shape the operational engine behind a high-touch, client-first wealth management firm.</strong></p><p>An established, fast-growing independent RIA is seeking a <strong>Director of Operations</strong> to lead the infrastructure, people, systems, and client service operations that power an exceptional client experience.</p><p><br></p><p>This is <strong>not</strong> a back-office maintenance role.</p><p>This is a seat at the table for someone who thrives on <strong>building, optimizing, leading teams, solving complexity, and creating scalable operational excellence</strong> within a sophisticated wealth management environment.</p><p><br></p><p><strong>Why this role stands out:</strong></p><p>You’ll join a firm built around the philosophy of <strong>“wealth of life”</strong>—helping clients create not just financial success, but personal fulfillment and impact.</p><p>You’ll work directly with leadership in a highly collaborative, entrepreneurial environment where your ideas matter, your voice is heard, and your influence is visible.</p><p><br></p><p>What You’ll Own</p><p>✔ Lead and elevate <strong>operations & client service teams</strong> to deliver a seamless, high-touch client experience</p><p>✔ Design and optimize <strong>firm-wide workflows, systems, and processes</strong> to improve scale and efficiency</p><p>✔ Oversee the firm’s <strong>technology ecosystem</strong>, integrations, and operational infrastructure</p><p>✔ Manage key <strong>custodian relationships</strong>, with strong exposure to the Charles Schwab platform preferred</p><p>✔ Partner with <strong>HR and Compliance consultants</strong> on recruiting, onboarding, employee development, and SEC compliance initiatives</p><p>✔ Drive <strong>strategic operational projects</strong> that support firm growth and scalability</p>
<p><strong>Shape the operational engine behind a high-touch, client-first wealth management firm.</strong></p><p>An established, fast-growing independent RIA is seeking a <strong>Director of Operations</strong> to lead the infrastructure, people, systems, and client service operations that power an exceptional client experience.</p><p><br></p><p>This is <strong>not</strong> a back-office maintenance role.</p><p>This is a seat at the table for someone who thrives on <strong>building, optimizing, leading teams, solving complexity, and creating scalable operational excellence</strong> within a sophisticated wealth management environment.</p><p><br></p><p> <strong>Why this role stands out:</strong></p><p>You’ll join a firm built around the philosophy of <strong>“wealth of life”</strong>—helping clients create not just financial success, but personal fulfillment and impact.</p><p>You’ll work directly with leadership in a highly collaborative, entrepreneurial environment where your ideas matter, your voice is heard, and your influence is visible.</p><p><br></p><p> What You’ll Own</p><p>✔ Lead and elevate <strong>operations & client service teams</strong> to deliver a seamless, high-touch client experience</p><p> ✔ Design and optimize <strong>firm-wide workflows, systems, and processes</strong> to improve scale and efficiency</p><p> ✔ Oversee the firm’s <strong>technology ecosystem</strong>, integrations, and operational infrastructure</p><p> ✔ Manage key <strong>custodian relationships</strong>, with strong exposure to the Charles Schwab platform preferred</p><p> ✔ Partner with <strong>HR and Compliance consultants</strong> on recruiting, onboarding, employee development, and SEC compliance initiatives</p><p> ✔ Drive <strong>strategic operational projects</strong> that support firm growth and scalability</p>
We are looking for a skilled Paralegal to join a litigation team in Emeryville, California. This position supports attorneys from initial case development through trial, with a strong focus on document review, deadline management, and coordination across courts and third parties. The ideal candidate brings sound judgment, strong organizational ability, and experience handling complex matters in a fast-moving legal setting.<br><br>Responsibilities:<br>• Analyze and condense medical, billing, and other case-related records into clear summaries for attorney review.<br>• Prepare, send, and monitor subpoenas for documents, witnesses, and court matters across various jurisdictions.<br>• Work with courts, healthcare providers, expert witnesses, and external organizations to secure records and supporting materials.<br>• Oversee litigation calendars and track filing dates, court deadlines, and follow-up tasks to keep matters progressing on schedule.<br>• Assemble pleadings, discovery materials, exhibit sets, deposition summaries, and trial notebooks for active cases.<br>• Support attorneys before depositions and hearings by organizing witness information, exhibits, and related case documents.<br>• Submit legal filings to county and state courts, including electronic filing when required by the jurisdiction.<br>• Maintain orderly electronic and paper case files so documents are accessible, complete, and up to date.<br>• Assist with trial logistics by preparing exhibits, coordinating materials, and ensuring readiness for hearings and courtroom proceedings.<br>• Communicate professionally with clients, opposing counsel, court staff, service providers, and other case contacts.
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Senior Wealth Analyst | Top Wealth Management Firm| Menlo Park | Hybrid | Base + Excellent Perks</strong></p><p> </p><p>Our client is a leading wealth management firm dedicated to helping ultra-high-net-worth families manage complex financial lives and build long-term legacies. The firm is known for its high-touch service, collaborative culture, and commitment to excellence.</p><p>This is a great opportunity to join a rapidly growing independent RIA where you’ll work closely with experienced advisors, gain deep exposure to financial planning, and grow your career within a supportive team environment.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Support Wealth Advisors in delivering high-level client service and financial planning</li><li>Gather and analyze client data to build and refine financial plans</li><li>Prepare planning analyses and investment recommendations using financial planning tools</li><li>Assist with portfolio monitoring, account maintenance, and client requests</li><li>Support proposal development for prospective clients</li><li>Maintain organized client records within Salesforce</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Robert Half, one of FORTUNE’s World’s Most Admired Companies and a Fortune 100 Best Companies to Work For is hiring for a Data Engineer III to join the ATI Data Science Innovation department.</p><p><br></p><p>Solution Design & Technical Leadership</p><ul><li>Lead architecture and design of complex data pipelines on Databricks lakehouse architecture (Unity Catalog, Delta Lake, Structured Streaming)</li><li>Define technical approach for data engineering initiatives, mentor less-senior engineers, and set standards for code quality through leadership and code reviews</li><li>Design and build data foundations that enable AI/ML capabilities — feature stores, embedding pipelines, vector search indexes, and model training datasets</li><li>Align data engineering solutions with business strategy, including support for Agentic AI workloads</li></ul><p>Data Infrastructure & Platform</p><ul><li>Own health, scalability, and modernization of data infrastructure with Databricks as the strategic platform — including workload migration, compute optimization, and Unity Catalog adoption</li><li>Optimize pipeline performance (Delta Lake table layouts, clustering, Z-ordering) and establish monitoring/alerting best practices with clear SLAs</li><li>Build data infrastructure supporting Agentic AI systems — real-time data access layers, context retrieval pipelines, and agent-accessible data services</li><li>Collaborate cross-functionally with DevOps, Platform Engineering, and MLOps roles to integrate data solutions into the broader technology environment and shared AI infratstructure – Mlflow registries, feature stores, and agent orchestration layers</li><li>Provide consultation to Senior Leadership on complex projects and drive continuous improvement initiatives</li></ul><p>Data Quality, Governance & Collaboration</p><ul><li>Champion data governance at all layers for data, models, and AI assets</li><li>Implement data quality strategies (master data management, validation rules, Delta Live Tables expectations) to ensure trust in enterprise data</li><li>Serve as liaison across data engineering, AI engineering, and business teams; promote data literacy and stewardship</li></ul><p><br></p>
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Finance Manager | Private Equity Firm | San Jose| Hybrid | Strong Compensation </strong></p><p> </p><p>A leading global investment firm focused on technology investing is growing its finance team. Known for its sophisticated investment platform, strong performance track record, and high-caliber culture, the firm offers the opportunity to work alongside top talent within a highly respected private markets environment.</p><p> </p><p>This is an exciting opportunity to gain deep exposure to complex private equity fund structures while working closely with a lean, highly technical team. The role offers a mix of fund accounting and tax exposure, strong visibility, technical depth, excellent compensation and benefits, and long-term growth potential within a premier investment platform.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Support fund accounting across complex private equity fund structures</li><li>Manage quarterly closes, reconciliations, capital calls, and distributions</li><li>Assist with annual financial statements and audit coordination</li><li>Partner with internal teams and external fund administrators on reporting and operations</li><li>Support accounting and tax-related workstreams across the platform</li><li>Contribute to technical accounting analysis and process improvement initiatives</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p><strong>Job Summary</strong></p><p>We are seeking a friendly, organized, and detail-oriented Medical Front Desk / Patient Scheduling candidates to join our client's healthcare team. This role is responsible for providing excellent customer service while managing patient scheduling, registration, and front office operations in a fast-paced medical environment. Most positions are onsite in Palo Alto, CA.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Answer high-volume inbound calls and assist patients with scheduling appointments</li><li>Check patients in and out for appointments</li><li>Verify insurance information and update patient demographics</li><li>Maintain accurate patient records in the electronic medical record (EMR) system</li><li>Provide patients with information regarding appointments, referrals, and office policies</li><li>Coordinate schedules for providers and ensure efficient patient flow</li><li>Handle front desk administrative duties including scanning, filing, faxing, and data entry</li><li>Maintain HIPAA compliance and patient confidentiality at all times</li><li>Deliver professional and compassionate customer service to patients, families, and staff</li></ul>
<p>Apply here and message me on LinkedIn for immediate consideration - Jeffrey Abrams</p><p><br></p><p>My client is a premier, well-known and high-respected venture capital investment firm with billions of dollars under management in Silicon Valley. We are seeking a Fund Accounting Manager to join its growing Finance team. This is a unique opportunity to work at the center of a highly active investment platform that partners with innovative companies across multiple sectors and stages of growth.</p><p><br></p><p>Reporting to senior finance leadership, this role offers broad exposure to the full venture capital fund lifecycle, from fund formation and capital raising through investment activity, distributions, financial reporting, audits, and investor communications. The firm offers a collaborative, team-oriented environment where professionals are encouraged to expand their responsibilities, deepen their technical expertise, and contribute beyond their core function.</p><p><br></p><p>Why This Opportunity Stands Out</p><ul><li>Exposure to the complete venture capital fund lifecycle</li><li>Opportunity to work closely with investment, finance, investor relations, and operations teams</li><li>Significant visibility and interaction with senior leadership</li><li>Broad responsibilities beyond traditional fund accounting</li><li>Stable, high-performing finance organization with strong infrastructure and support</li><li>Collaborative culture focused on teamwork, mentorship, and professional growth</li><li>Ability to gain exposure to fund operations, investor relations, and strategic initiatives</li><li>Hybrid work environment in the heart of Silicon Valley</li></ul><p>As a <strong>Fund Accounting Manager</strong>, you will play a key role in managing venture stage fund accounting, financial reporting, capital activity, audit coordination, and investor support across multiple venture capital funds and related entities. This position is ideal for an accounting professional who enjoys reviewing partnership accounting, thrives in a fast-paced investment environment, and wants to develop expertise across both fund accounting and broader fund operations. You'll work closely with qualified third-party administrators and internal stakeholders to ensure the accuracy, integrity, and timeliness of all fund-related financial information.</p>