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33 results for Financial Project Manager in San Jose, CA

Real Estate - Development Accounting Manager
  • Berkeley, CA
  • onsite
  • Permanent
  • 110000.00 - 160000.00 USD / Yearly
  • <p>Michelle Espejo with Robert Half Financial Services is recruiting for an <strong>Accounting Manager </strong>at a Well-Established <strong>Real Estate firm</strong>. This is a full-time permanent role based in <strong>Berkeley </strong>with a <strong>Hybrid</strong> schedule.</p><p> </p><p>This is your chance to step into a <strong>high-impact role </strong>at a company known for turning complex sites into vibrant, mixed-use communities. Every project is different, offering variety, visibility, and the opportunity to shape real change.</p><p><br></p><p>You’ll own the numbers on major developments, work alongside sharp, collaborative teams, and play a key role in driving process improvements. If you're looking for <strong>stability, and the chance to grow with a team that truly values your ideas, this is it.</strong></p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Manage job cost accounting and enforce budget controls</li><li>Lead monthly cost meetings and support project cash flow planning</li><li>Collaborate with project teams to forecast funding needs and manage closeouts</li><li>Review contracts and ensure compliance with internal policies</li><li>Drive process improvements and improve reporting tools</li><li>Prepare audit materials and support annual budgets and forecasts</li><li>Handle vendor setup, accruals, and cost reallocations</li></ul><p> <strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
  • 2025-09-05T14:24:22Z
Assistant Controller
  • Carmel, CA
  • onsite
  • Permanent
  • 100000.00 - 125000.00 USD / Yearly
  • <p>We are looking for an experienced and detail-oriented Assistant Controller to join our team in Carmel, California. In this role, you will oversee essential accounting functions, provide accurate financial reporting, and support compliance with regulatory standards. This position requires strong leadership skills and expertise in accounting software, particularly QuickBooks.</p><p><br></p><p>Responsibilities:</p><p>• Lead and manage the Accounts Payable, Accounts Receivable, Payroll, and Medi-Cal Billing teams to ensure efficient operations and accurate reporting.</p><p>• Prepare financial statements on a monthly, quarterly, and annual basis, ensuring compliance with accounting standards.</p><p>• Oversee the budgeting process and develop financial forecasts while analyzing variances to provide actionable insights.</p><p>• Implement and monitor internal controls to safeguard assets and maintain compliance with accounting regulations.</p><p>• Identify opportunities for process improvements and implement changes to enhance efficiency and accuracy in accounting workflows.</p><p>• Collaborate with the Executive Team and Program Managers to provide financial data and support strategic decision-making.</p><p>• Assist with internal and external audits, ensuring accurate and timely documentation.</p><p>• Maintain accurate and up-to-date financial records and ensure proper documentation of all transactions.</p><p>• Utilize QuickBooks extensively for both personal tasks and team oversight to ensure proper accounting practices.</p><p><br></p><p>Posted by Recruiting Director Scott Moore </p>
  • 2025-08-19T22:39:05Z
Project Coordinator
  • Pleasanton, CA
  • onsite
  • Contract / Temporary to Hire
  • 23.75 - 27.50 USD / Hourly
  • <p>We are looking for a skilled and organized Project Coordinator to join our team in Pleasanton, CA. This position offers an exciting opportunity to contribute to the permitting and plan review processes within the engineering and construction industry. The ideal candidate will demonstrate exceptional attention to detail, strong customer service abilities, and a solid understanding of building codes and permitting procedures. This position is onsite, M-F 8AM-5PM in Pleasanton.</p><p><br></p><p>Project Coordinator Responsibilities:</p><p>• Process and review permit applications to ensure compliance with building codes, zoning regulations, and other relevant ordinances.</p><p>• Provide clear guidance to applicants regarding the permit application process and required documentation.</p><p>• Coordinate with internal departments to streamline the permitting and plan review processes.</p><p>• Maintain accurate records of development project applications, including electronic permit files.</p><p>• Calculate, collect, and document fees associated with various permits and development projects.</p><p>• Assist in reviewing development permit applications for completeness and eligibility for further evaluation.</p><p>• Deliver excellent customer service to local government clients and the general public, addressing inquiries and resolving issues.</p><p>• Support clerical functions, including filing and maintaining development review documentation.</p><p>• Update and manage schedules and timelines for construction projects.</p><p>• Perform other related duties as assigned to ensure the smooth operation of permitting and project coordination.</p><p><br></p><p>If you are interested in this Project Coordinator opportunity, please submit your resume today!</p>
  • 2025-09-08T23:13:46Z
Staff/Sr. Accountant (DOE)
  • San Francisco, CA
  • onsite
  • Permanent
  • 85000.00 - 115000.00 USD / Yearly
  • <p>A leading investment management firm is seeking a <strong>Staff or Senior Staff Accountant</strong>, depending on experience, to join its dynamic finance team. This role offers the opportunity to contribute to a mission-driven organization that prioritizes ethical business practices, long-term value creation, and a collaborative workplace culture.</p><p><br></p><p>Reporting to the Corporate Accounting Manager, this position is responsible for managing accounts payable and supporting various accounting functions including month-end close and audits. The accountant will play a key role in maintaining the accuracy and integrity of financial records while collaborating with cross-functional teams across the organization.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Execute month-end financial reporting tasks related to accounts payable/receivable, expense management, fixed assets, and cash accounts.</li><li>Prepare monthly bank reconciliations and general ledger reconciliations.</li><li>Maintain and monitor SOX controls to ensure compliance and document processes.</li><li>Enforce company policies related to expense reporting and capitalization.</li><li>Identify and implement process improvements to enhance efficiency and strengthen controls.</li><li>Support ad hoc projects and other duties as assigned.</li></ul><p><strong>Why Join This Team?</strong></p><ul><li>Competitive compensation and performance-based annual bonus.</li><li>Full coverage of medical, dental, and vision premiums for employees and their families.</li><li>Generous charitable contribution matching program.</li><li>A collaborative, respectful, and intellectually engaging work environment.</li><li>Convenient downtown office location with commuter benefits.</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
  • 2025-09-09T01:44:10Z
Staff/Sr. Accountant (DOE)
  • San Francisco, CA
  • remote
  • Permanent
  • 85000.00 - 115000.00 USD / Yearly
  • <p><strong>Job Posting: Staff or Senior Staff Accountant</strong></p><p>A leading investment management firm is seeking a <strong>Staff or Senior Staff Accountant</strong>—title dependent on experience—to join its dynamic finance team. This role offers the opportunity to contribute to a mission-driven organization that values ethical business practices, long-term value creation, and a collaborative workplace culture.</p><p><br></p><p><strong>About the Role:</strong></p><p>Reporting to the Corporate Accounting Manager, this position is responsible for managing accounts payable and supporting key accounting functions, including month-end close and audit preparation. The accountant will play a critical role in maintaining accurate financial records and collaborating with cross-functional teams across the organization.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Execute month-end financial reporting tasks related to accounts payable/receivable, expense management, fixed assets, and cash accounts</li><li>Prepare monthly bank and general ledger reconciliations</li><li>Maintain and monitor SOX controls to ensure compliance and document processes</li><li>Enforce company policies related to expense reporting and capitalization</li><li>Identify and implement process improvements to enhance efficiency and strengthen internal controls</li><li>Support ad hoc projects and other duties as assigned</li></ul><p><strong>Why Join This Team?</strong></p><ul><li>Competitive compensation and performance-based annual bonus</li><li>Full coverage of medical, dental, and vision premiums for employees and their families</li><li>Generous charitable contribution matching program</li><li>A collaborative, respectful, and intellectually engaging work environment</li><li>Convenient downtown office location with commuter benefits</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p><p><br></p>
  • 2025-09-09T01:44:10Z
RFP & Performance Data Analyst - Fund Management
  • San Mateo, CA
  • onsite
  • Permanent
  • 100000.00 - 130000.00 USD / Yearly
  • <p>Reply here with your interest and you will be considered promptly. Ping me on LinkedIn too at Jeffrey Abrams</p><p><strong> </strong></p><p><strong>Company:</strong></p><p>Founded by pioneers in their field, my client is a privately-owned boutique investment manager that has specialized in the small and mid-cap equity market for 25+ years. With a substantial AUM across a diversified top-tier investor base, they have continued to achieve outsized returns and expanded strategically. Their team is seeking a project-minded candidate to join our internal finance and client support team. This is a high-visibility role ideal for someone looking to pursue a long-term career in asset management. </p><p><strong> </strong></p><p><strong>Responsibilities include: </strong></p><p>• RFP Process Management: </p><p> o Write, edit, and craft accurate and relevant responses to Request for Proposal (RFP) and Request for Information (RFI). </p><p> o Gather and analyze relevant data and answers from different financial software. </p><p> o Assist with data and other requests from internal and external stakeholders. </p><p> o Create and update factsheets, presentations, and commentaries </p><p> o Support our Sales team with ad-hoc marketing materials, product positioning materials and reporting </p><p>• Client Reporting & Analytics </p><p> o Maintain and update external performance reporting databases and client databases </p><p> o Analyze the necessary data and respond to data requests from clients or their advisors </p><p> o Collaborate cross-functionally with sales, investment, trading, and compliance teams on ad-hoc projects. </p><p><strong> </strong></p><p>Successful attributes for this role include strong writing, analytical, project management, collaboration, and communication skills, as well as an understanding of financial concepts and the ability to interpret documents. You will collaborate on a frequent basis with investment, sales, and compliance colleagues. </p>
  • 2025-08-08T18:29:02Z
Client Service Associate for Multi Family Office
  • San Francisco, California, United States, CA
  • remote
  • Permanent
  • 90000.00 - 120000.00 USD / Yearly
  • <p><strong>Jennifer Fukumae</strong> is partnering with an established multi-family office based in San Francisco is seeking a <strong>Client Associate</strong> to serve as a key relationship manager and trusted advisor to a select group of ultra-high-net-worth individuals and families. This firm is known for delivering white-glove service across wealth management, financial planning, lending strategy, and family office services.</p><p><br></p><p><strong>Client Associate – Multi Family Office</strong></p><p>&#128205; San Francisco (Steps from Montgomery BART) | Hybrid</p><p>&#128176; $100,000–$130,000 base (DOE) + Bonus</p><p><br></p><p><strong>About the Firm:</strong></p><ul><li>Headquartered in San Francisco with easy BART access</li><li>Serves a sophisticated UHNW client base with personalized, high-touch service</li><li>Known for long-standing client relationships, cross-functional collaboration, and a modern approach to wealth management</li><li>Emphasizes professional development, mentorship, and continuous improvement</li></ul><p> </p><p><strong>About the Role:</strong></p><p>The Client Associate will be the primary point of contact on assigned client relationships, partnering closely with firm leadership to execute custom strategies. You’ll lead client service initiatives, manage complex planning workflows, mentor junior team members, and collaborate across departments. This is a highly visible, client-facing role that requires both strategic thinking and operational excellence.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Act as the day-to-day contact for a portfolio of UHNW clients</li><li>Execute requests promptly and with a high level of accuracy</li><li>Collaborate with firm leadership on bespoke planning and investment strategies</li><li>Serve as a guide and mentor to junior associates and analysts</li><li>Assist with advanced estate planning, philanthropic strategies, and tax-advantaged planning</li><li>Coordinate with clients’ extended teams (e.g., personal CFOs, attorneys, assistants)</li><li>Support new investment allocations, liquidity planning, and account structuring</li><li>Contribute to firm-wide initiatives and special projects</li></ul><p><br></p>
  • 2025-08-30T01:38:46Z
Space Planner
  • Santa Clara, CA
  • onsite
  • Temporary
  • 36.00 - 39.00 USD / Hourly
  • <p>We are seeking a <strong>Space Planner / Moves Manager</strong> to support a fast-paced facilities team. This role is fully onsite in Santa Clara, CA. This position plays a critical role in overseeing relocations, workplace changes, and space utilization efforts to ensure seamless operations for employees. The role requires strong project management skills, vendor coordination, and the ability to lead moves and change initiatives under tight timelines.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Move & Relocation Project Management</strong></p><ul><li>Manage relocation projects, including scheduling, budgets, and vendor resources.</li><li>Lead RFQs, estimates, and planning for small to large-scale moves.</li><li>Oversee cleaning and preparation before and after moves.</li><li>Audit relocation and reconfiguration work after-hours to ensure readiness for client use.</li><li>Serve as the primary point of contact for all move-related communications.</li></ul><p><strong>Communication & Coordination</strong></p><ul><li>Act as liaison between internal teams, external vendors, and stakeholders.</li><li>Attend planning meetings and ensure alignment across all parties.</li><li>Coordinate move logistics while maintaining health and safety compliance.</li></ul><p><strong>Procurement & Vendor Management</strong></p><ul><li>Submit purchase requests and manage purchase orders.</li><li>Track invoices and vendor performance for move-related services.</li></ul><p><strong>Inventory & Furniture Management</strong></p><ul><li>Partner with warehouse staff to maintain accurate furniture inventory.</li><li>Audit onsite assets and ensure utilization accuracy.</li><li>Act as the point of contact for furniture inventory management.</li></ul><p><strong>Team Support & Back-Up Responsibilities</strong></p><ul><li>Provide back-up support for Client MAC Coordinator on daily scheduling and move activities.</li><li>Assist with name tag installations and workstation updates.</li><li>Mentor and coach junior staff while cross-training team members.</li></ul><p><strong>Documentation, Compliance & Auditing</strong></p><ul><li>Ensure compliance with regulatory and company standards.</li><li>Audit workstations and shared spaces for accuracy, repair, and functionality.</li><li>Troubleshoot and resolve operational issues as needed.</li></ul>
  • 2025-09-03T14:54:05Z
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