We are looking for a skilled and dedicated Attorney with expertise in family law to join our team in Menlo Park, California. This is a hybrid role, offering the opportunity to work on a variety of legal matters while maintaining a balance of in-office and remote work. Our firm provides a supportive environment, competitive benefits, and opportunities for growth and performance-based bonuses.<br><br>Responsibilities:<br>• Manage multiple assignments from partners, prioritize tasks effectively, and meet tight deadlines.<br>• Represent clients in family law hearings and other court proceedings independently.<br>• Collaborate with team members to provide clear and precise communication with clients, opposing counsel, and legal experts.<br>• Draft, review, and analyze a wide range of legal documents, including motions, pleadings, and correspondence.<br>• Conduct thorough legal research using various tools and resources, such as LexisAdvance and Attorney's Briefcase.<br>• Summarize and provide clear analyses of legal documents and case findings.<br>• Maintain effective communication with clients to keep them informed and updated on their cases.<br>• Work closely with legal secretaries, paralegals, and attorneys to ensure smooth case management.
<p>We are looking for an experienced Controller to oversee financial operations and ensure the accuracy and integrity of accounting practices within our organization. Based in Marin County, California, this role requires a proactive leader who can manage financial reporting, streamline processes, and provide strategic insights to support business objectives. The ideal candidate will have a strong background in finance and accounting, coupled with a proven track record of success in leadership roles.</p><p><br></p><p>Responsibilities:</p><p>• Oversee the preparation and accuracy of monthly, quarterly, and annual financial statements in compliance with accounting standards.</p><p>• Lead and mentor the accounting team, fostering a culture focused on precision, efficiency, and growth.</p><p>• Collaborate with external auditors and financial institutions to ensure smooth audit processes and maintain strong relationships.</p><p>• Design and implement improved accounting procedures and systems to enhance operational efficiency and internal controls.</p><p>• Manage cash flow and liquidity to support the organization’s financial stability and operational requirements.</p><p>• Monitor profitability benchmarks and contribution margins across departments, ensuring alignment with company goals.</p><p>• Partner with operations teams and category managers to provide actionable insights that drive promotional and assortment strategies.</p><p>• Develop and distribute performance reports to key stakeholders, highlighting trends and opportunities for strategic decision-making.</p><p>• Analyze pricing, cost structures, and margins to ensure targets are met and financial expectations are achieved.</p><p>• Present financial findings and strategic recommendations to the executive team in a clear and impactful manner.</p>
We are looking for a talented Development and Communications Specialist to join our team on a long-term contract basis. In this role, you will play a key part in shaping and executing communication strategies that drive engagement and align with organizational goals. Located in Castro Valley, California, this position offers an exciting opportunity to utilize your expertise in crafting compelling messages and managing communication initiatives.<br><br>Responsibilities:<br>• Develop and implement communication plans that align with organizational objectives and enhance internal and external engagement.<br>• Create high-quality copy for various platforms, including corporate communications, marketing materials, and internal announcements.<br>• Collaborate with teams to ensure consistent messaging across all communication channels.<br>• Analyze and produce structured query reports to support data-driven decision-making.<br>• Manage and execute communication strategies to effectively convey key messages to targeted audiences.<br>• Work closely with stakeholders to gather insights and feedback to improve communication processes.<br>• Coordinate with design and marketing teams to ensure cohesive branding in all communications.<br>• Monitor and measure the effectiveness of communication campaigns, recommending improvements as needed.<br>• Stay informed about industry trends and best practices to enhance communication efforts.<br>• Support the development of tools and resources that facilitate effective communication across the organization.
<p>We are looking for a highly skilled Sr Data and Business Intelligence Analyst to join our team in San Francisco, California. This role is pivotal in driving data-driven decision-making by benchmarking organizational performance, supporting cross-departmental reporting needs, and implementing advanced business intelligence tools. The ideal candidate will possess a strong analytical mindset and a proven ability to manage and optimize data systems, ensuring the seamless flow of information across the organization.</p><p><br></p><p>Responsibilities:</p><p>• Develop and maintain comprehensive financial analyses, including profitability, time and billing, accounts payable, accounts receivable, collections, and general ledger, using advanced reporting and querying tools.</p><p>• Collaborate with firm leadership and technical teams to define and implement a business intelligence strategy that aligns with organizational goals.</p><p>• Design, create, and optimize data models, analytics layers, and dashboards using tools like Power BI, Tableau, and Aderant.</p><p>• Provide technical support and guidance to departments such as Finance, Human Resources, and Legal Recruiting to enhance their use of business intelligence applications.</p><p>• Investigate and resolve discrepancies and issues in business systems, ensuring data consistency and integrity across all platforms.</p><p>• Manage and enhance practice management tools related to budgeting, reporting, and data functionalities, while ensuring smooth implementation of new applications.</p><p>• Partner with departments to develop and maintain internal evaluations and surveys, ensuring alignment with organizational objectives.</p><p>• Oversee data flows between various firm systems, including Aderant, IntApp, and payroll systems, to ensure seamless integration and functionality.</p><p><br></p>
<p><strong>Assistant Controller – Venture Capital</strong></p><p>📍 Palo Alto, CA | Hybrid / <strong>Remote Option</strong></p><p>💰 $150–180k base + Bonus + Carry Potential</p><p> </p><p>📩 <strong>Interested in learning more?</strong></p><p>Reach out to <strong>Jennifer Fukumae on LinkedIn</strong> for a conversation and apply directly.</p><p> </p><p><strong>Jennifer Fukumae</strong> is partnering with an established and growing venture capital firm based in Palo Alto that is seeking an <strong>Assistant Controller</strong> to support and help scale its internal finance function. With over $500M in assets under management across four active funds—and a fifth fund launching soon—this is a critical hire as the firm prepares for its next phase of growth.</p><p> </p><p><strong>About the Role:</strong></p><p>This is a hands-on position for a finance professional with strong fund accounting experience who is ready to take on a high-impact role. Reporting directly to the Founding Partner, the Assistant Controller will work as the key internal finance resource—supporting fund operations and managing relationships with external vendors including the fund administrator, tax advisors, auditors, and a fractional CFO.</p><p>This is an excellent opportunity for someone who thrives in a lean, entrepreneurial environment and is eager to grow with the firm by refining systems, supporting infrastructure development, and playing an integral part in future fundraising cycles.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Support all fund and management company accounting</li><li>Assist with audits and tax processes alongside external providers</li><li>Help maintain reporting to LPs, including capital calls and distributions</li><li>Monitor cash flow and support capital planning across entities</li><li>Contribute to the buildout of internal financial controls and processes</li><li>Prepare internal financial reports and LP-facing dashboards</li><li>Assist in fund modeling, valuations, and fundraising preparation</li><li>Partner closely with the Founder and leadership team on strategic initiatives</li></ul>
<p><strong>Job Title: Senior Project/Program Manager – AI/ML Innovation </strong></p><p> <strong>Location:</strong> Santa Clara, CA (Hybrid – 3 days onsite per week)</p><p> <strong>Contract Duration:</strong> 12 months (with potential for extension or conversion)</p><p><strong>Overview:</strong></p><p> We are seeking a seasoned and results-driven Senior Project/Program Manager to support initiatives within a cutting-edge Generative AI (GenAI) innovation center. This role will lead the coordination and execution of complex AI/ML projects, leveraging cloud technologies to drive innovation and operational excellence.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Manage end-to-end delivery of AI/ML-focused projects and programs.</li><li>Define project scope, set timelines, allocate resources, and track progress.</li><li>Collaborate with cross-functional teams to ensure alignment and execution.</li><li>Prepare and present detailed status reports to senior leadership.</li><li>Lead and mentor team members, fostering a collaborative and high-performance culture.</li><li>Apply strategic thinking and problem-solving to overcome project challenges.</li></ul><p><br></p>
<p>Robert Half's enterprise client is looking for a Senior Program Manager in IT Operations for a remote 6-month contract with a strong likelihood of extending and possibility of converting to full-time employment. This role encompasses end-to-end program management responsibilities, including roadmap planning, analysis, technology launch coordination, stakeholder collaboration, and risk mitigation.</p><p><br></p><p>Key Responsibilities:</p><ul><li>Scope, plan, and deliver strategic programs in partnership with executives and stakeholders.</li><li>Lead multiple programs simultaneously, ensuring alignment across distributed teams.</li><li>Develop comprehensive project plans with timelines, milestones, and task definitions.</li><li>Define and implement roadmap strategies, KPIs, prioritization, and launch activities.</li><li>Identify and proactively manage risks while coordinating with other program managers.</li><li>Drive change management initiatives (internal and external).</li><li>Foster collaboration among teams to achieve program goals, factoring in resources, budgets, dependencies, and constraints.</li><li>Prepare and present program progress reports and risk analyses.</li><li>Act as a trusted advisor to leadership, maximizing customer ROI and user experience.</li><li>Align strategy and execution while providing updates to executive teams and stakeholders.</li></ul><p>Preferred Qualifications:</p><ul><li>Ability to manage competing priorities and foster cross-functional alignment in a tech environment.</li><li>Enthusiasm for driving transformation in high-growth organizations.</li><li>Self-starter with a collaborative mindset, adept in change management.</li><li>Skilled communicator, capable of simplifying complex programs and adapting ideas for diverse audiences.</li><li>Emotional intelligence and judgment to navigate stakeholder relationships and program dynamics effectively.</li></ul><p><br></p><p>This role combines strategic vision with operational execution, making it ideal for a leader who thrives amidst complexity, innovation, and collaboration.</p><p><br></p>
<p>Midsized law firm is seeking a skilled Litigation Paralegal to join their team. In this role, you will provide comprehensive litigation support to attorneys, ensuring cases are handled efficiently from start to finish. This position offers the opportunity to work on complex legal matters while utilizing cutting-edge e-discovery technology and collaborating with a dynamic team.</p><p><br></p><p>Responsibilities:</p><p>• Manage case workflows from initiation through resolution, including trial or settlement and post-trial activities.</p><p>• Draft, review, and edit legal documents, ensuring citation accuracy and compliance.</p><p>• Oversee document reviews and leverage e-discovery tools to organize, search, and produce relevant data.</p><p>• Coordinate and manage document productions, ensuring accuracy and timeliness.</p><p>• Assist with preparation for depositions and hearings by compiling exhibits and creating witness outlines.</p><p>• Perform litigation support tasks such as Bates stamping, hyperlinking PDFs, and managing litigation deadlines.</p><p>• Draft subpoenas and facilitate their proper service, while obtaining necessary documents from third parties.</p><p>• Collaborate with vendors to secure litigation support services and resources.</p><p>• Conduct legal research and monitor pending decisions relevant to ongoing cases.</p><p>• Maintain accurate and detailed billable time entries, ensuring compliance with annual billing requirements.</p>
<p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE DETAILS</strong></p><p><br></p><p><strong>STAFF ACCOUNTANT/PROPERTY ACCOUNTANT</strong></p><p><br></p><p>We are looking for an experienced Property Accountant to join a large well established real estate investment company in downtown San Francisco. In this role, you will manage financial operations for multiple properties, ensuring accuracy, compliance, and efficiency across various accounting processes. This position offers an opportunity to work collaboratively with property managers and other stakeholders while contributing to the organization's financial success.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and analyze financial statements and accounting reports, ensuring data accuracy and completeness.</p><p>• Record journal entries in the general ledger, verifying calculations and reconciling discrepancies.</p><p>• Conduct bank reconciliations, process wire transfers, and monitor mortgage payments and distributions.</p><p>• Review budgets, expenses, payroll, and invoices, resolving inconsistencies and maintaining financial control.</p><p>• Evaluate financial trends and recommend budget adjustments to optimize resource allocation.</p><p>• Support property transactions, including acquisitions and dispositions, by assessing financial resources and aligning them with organizational goals.</p><p>• Collaborate with auditors, providing documentation and explanations to facilitate internal and external audits.</p><p>• Ensure compliance with regulatory standards, internal policies, and industry best practices.</p><p>• Partner with property managers to assist with financial close activities and address inquiries.</p><p>• Identify and implement process improvements to enhance efficiency and accuracy in accounting operations.</p>
<p>Are you someone who thrives on keeping the workplace organized, efficient, and enjoyable for everyone? We’re looking for a Workplace Coordinator to support day-to-day office operations, help teams stay productive, and ensure a positive work environment in 2026. This role is perfect for a proactive, detail-oriented individual who takes initiative and loves solving problems. </p><p> Why You’ll Love This Role: Be the go-to person for creating a smooth, well-organized workplace experience. Take initiative to identify opportunities to improve office operations and employee satisfaction. Collaborate across teams to support projects, events, and office programs. Gain exposure to multiple departments and make a tangible impact on workplace efficiency. </p><p> Key Responsibilities: Oversee daily office operations, including facilities, supplies, and vendor management. Coordinate office events, meetings, and team activities to support engagement and collaboration. Serve as a point of contact for internal teams regarding office needs and workplace resources. Support onboarding of new employees by preparing workspaces and facilitating orientation logistics. Maintain organized office systems, including physical and digital files. Take initiative on office projects, process improvements, and special initiatives.</p>
Are you someone who thrives on keeping the workplace organized, efficient, and enjoyable for everyone? We’re looking for a Workplace Coordinator to support day-to-day office operations, help teams stay productive, and ensure a positive work environment in 2026. This role is perfect for a proactive, detail-oriented individual who takes initiative and loves solving problems. Why You’ll Love This Role: Be the go-to person for creating a smooth, well-organized workplace experience. Take initiative to identify opportunities to improve office operations and employee satisfaction. Collaborate across teams to support projects, events, and office programs. Gain exposure to multiple departments and make a tangible impact on workplace efficiency. Key Responsibilities: Oversee daily office operations, including facilities, supplies, and vendor management. Coordinate office events, meetings, and team activities to support engagement and collaboration. Serve as a point of contact for internal teams regarding office needs and workplace resources. Support onboarding of new employees by preparing workspaces and facilitating orientation logistics. Maintain organized office systems, including physical and digital files. Take initiative on office projects, process improvements, and special initiatives.
Are you someone who thrives on keeping the workplace organized, efficient, and enjoyable for everyone? We’re looking for a Workplace Coordinator to support day-to-day office operations, help teams stay productive, and ensure a positive work environment in 2026. This role is perfect for a proactive, detail-oriented individual who takes initiative and loves solving problems. <br> Why You’ll Love This Role: Be the go-to person for creating a smooth, well-organized workplace experience. Take initiative to identify opportunities to improve office operations and employee satisfaction. Collaborate across teams to support projects, events, and office programs. Gain exposure to multiple departments and make a tangible impact on workplace efficiency. <br> Key Responsibilities: Oversee daily office operations, including facilities, supplies, and vendor management. Coordinate office events, meetings, and team activities to support engagement and collaboration. Serve as a point of contact for internal teams regarding office needs and workplace resources. Support onboarding of new employees by preparing workspaces and facilitating orientation logistics. Maintain organized office systems, including physical and digital files. Take initiative on office projects, process improvements, and special initiatives.
<p><strong>BOOKKEEPER/OFFICE MANAGER</strong></p><p><strong>85K-100K + benefits</strong></p><p><br></p><p>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. </p><p>Responsibilities:</p><p>•Oversees and manages the daily activities of office to ensure efficient operations, service delivery and expense control</p><p>•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</p><p>•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</p><p>•Performs AR/AP tasks while tracking costs and monitoring budget</p><p>•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</p><p>•Provides administrative and clerical support, including word processing, spreadsheets, maintenance of office supply inventory and equipment maintenance, etc.</p><p><br></p>
<p>We are looking for a skilled Training and Development Specialist to join client based in South Bay, California. In this role, you will design, implement, and manage effective training programs that enhance employee growth, ensure compliance, and support operational excellence. The ideal candidate will have extensive experience in manufacturing or high-tech industries, with a strong ability to translate complex technical concepts into clear and engaging training materials.</p><p><br></p><p>Responsibilities:</p><p>• Develop and deliver comprehensive training programs tailored to organizational needs and compliance requirements.</p><p>• Collaborate with cross-functional teams to identify skill gaps and create targeted learning solutions.</p><p>• Design accessible training materials that effectively communicate technical concepts to diverse audiences.</p><p>• Facilitate group training sessions, ensuring participant engagement and knowledge retention.</p><p>• Evaluate the effectiveness of training initiatives and implement improvements based on feedback and performance metrics.</p><p>• Ensure compliance with relevant quality standards, including ISO 9001.</p><p>• Manage projects related to training development using formal project management methodologies.</p><p>• Support employee development through cross-training initiatives and customized learning modules.</p><p>• Apply Agile Scrum practices to streamline training program delivery.</p><p>• Maintain up-to-date knowledge of industry trends to enhance training strategies</p>
<p>We are looking for an experienced HR Generalist to join our team in Modesto, California. The ideal candidate will play a pivotal role in fostering a positive workplace culture, managing talent acquisition, and ensuring compliance with labor laws. This position requires a proactive individual with a strong ability to coordinate HR processes and support organizational goals. Call or text Edgar Gonzalez 209 395 2259</p><p><br></p><p>Responsibilities:</p><p>• Drive talent acquisition efforts by utilizing job boards, staffing agencies, and employee referrals.</p><p>• Facilitate onboarding processes to ensure a seamless transition for new hires.</p><p>• Promote employee engagement and retention through cultural initiatives and recognition programs.</p><p>• Maintain and document performance management and training programs, ensuring accuracy and completion.</p><p>• Administer payroll, compensation, and benefits programs, including health insurance.</p><p>• Ensure compliance with California labor laws and federal regulations, conducting regular reviews.</p><p>• Conduct stay interviews, exit surveys, and analyze feedback for improvement opportunities.</p><p>• Collaborate with department heads to implement training programs and track participation.</p><p>• Support leadership initiatives aimed at resetting team culture and enhancing retention.</p><p>• Develop and oversee recognition programs to celebrate employee achievements.</p>
<p>Are you ready to play a key role in shaping employee experiences and keeping HR operations running smoothly? We’re seeking a<strong> </strong>motivated HR Coordinator<strong> </strong>to support our client organizations in 2026. This role offers the opportunity to contribute to recruitment, onboarding, HR processes, and employee engagement initiatives.</p><p><strong>Why This Role Matters:</strong></p><ul><li>Support HR teams in creating seamless employee experiences from day one.</li><li>Take initiative to improve processes and contribute to workplace efficiency.</li><li>Collaborate across departments to support HR projects and company initiatives.</li><li>Gain valuable experience in HR operations, while making a tangible impact on employees’ work life.</li></ul><p><strong>Key Responsibilities:</strong></p><ul><li>Support recruitment efforts: posting jobs, scheduling interviews, and communicating with candidates.</li><li>Assist with onboarding new employees, including documentation and orientation.</li><li>Maintain employee records and support HRIS systems and compliance documentation.</li><li>Help coordinate benefits administration, leave management, and other HR programs.</li><li>Support employee engagement initiatives and internal communications.</li><li>Assist with HR projects, reporting, and special initiatives as needed.</li></ul><p><br></p>
<p>Are you ready to play a key role in shaping employee experiences and keeping HR operations running smoothly? We’re seeking a<strong> </strong>motivated HR Coordinator<strong> </strong>to support our client organizations in 2026. This role offers the opportunity to contribute to recruitment, onboarding, HR processes, and employee engagement initiatives.</p><p><strong>Why This Role Matters:</strong></p><ul><li>Support HR teams in creating seamless employee experiences from day one.</li><li>Take initiative to improve processes and contribute to workplace efficiency.</li><li>Collaborate across departments to support HR projects and company initiatives.</li><li>Gain valuable experience in HR operations, while making a tangible impact on employees’ work life.</li></ul><p><strong>Key Responsibilities:</strong></p><ul><li>Support recruitment efforts: posting jobs, scheduling interviews, and communicating with candidates.</li><li>Assist with onboarding new employees, including documentation and orientation.</li><li>Maintain employee records and support HRIS systems and compliance documentation.</li><li>Help coordinate benefits administration, leave management, and other HR programs.</li><li>Support employee engagement initiatives and internal communications.</li><li>Assist with HR projects, reporting, and special initiatives as needed.</li></ul><p><br></p>
<p>Are you ready to play a key role in shaping employee experiences and keeping HR operations running smoothly? We’re seeking a<strong> </strong>motivated HR Coordinator<strong> </strong>to support our client organizations in 2026. This role offers the opportunity to contribute to recruitment, onboarding, HR processes, and employee engagement initiatives.</p><p><strong>Why This Role Matters:</strong></p><ul><li>Support HR teams in creating seamless employee experiences from day one.</li><li>Take initiative to improve processes and contribute to workplace efficiency.</li><li>Collaborate across departments to support HR projects and company initiatives.</li><li>Gain valuable experience in HR operations, while making a tangible impact on employees’ work life.</li></ul><p><strong>Key Responsibilities:</strong></p><ul><li>Support recruitment efforts: posting jobs, scheduling interviews, and communicating with candidates.</li><li>Assist with onboarding new employees, including documentation and orientation.</li><li>Maintain employee records and support HRIS systems and compliance documentation.</li><li>Help coordinate benefits administration, leave management, and other HR programs.</li><li>Support employee engagement initiatives and internal communications.</li><li>Assist with HR projects, reporting, and special initiatives as needed.</li></ul><p><br></p>
<p>We are looking for an experienced Administrative Supervisor to oversee contracting, administrative, and operational functions for grant programs in the East Bay. In this role, you will ensure compliance with regulations, manage workflows, and provide support to dedicated staff. This is a long-term contract position offering the opportunity to contribute to impactful programs.</p><p><br></p><p>Responsibilities:</p><p>• Manage contracting processes, ensuring compliance with regulations and adherence to budgetary guidelines.</p><p>• Provide leadership and supervision to administrative and committed team members.</p><p>• Design and optimize workflows, training materials, and resources for grant application processes.</p><p>• Collaborate with internal departments to address and resolve challenges throughout contract and grant cycles.</p><p>• Conduct occasional outreach to grant applicants outside of regular business hours.</p><p>• Monitor and ensure timely completion of administrative tasks related to emergency funding programs.</p><p>• Maintain accurate records and documentation for audits and reporting purposes.</p><p>• Identify opportunities for process improvements to enhance program efficiency.</p><p>• Provide detailed reports and updates to stakeholders on program progress and performance.</p>
<p>Jennifer Fukumae with Robert Half’s Financial Services Group is partnering with a Venture Capital Firm seeking a Fund Accountant to join its growing finance team. This firm invests across multiple sectors and stages with a differentiated approach that includes structured liquidity solutions, direct secondaries, and primary financings. Their portfolio features several high-profile, industry-leading companies across space exploration, freight forwarding, e-commerce, and human resources.</p><p> </p><p>About the Role</p><p>The Fund Accountant will be based in San Francisco and will work closely with the CFO, Controller, and Senior Accounting Manager. This is an excellent opportunity for an early-career accounting professional to gain hands-on experience in venture capital fund operations and investment accounting.</p><p> </p><p>Key Responsibilities</p><ul><li>Liaise with service providers including fund administrators, auditors, and tax teams</li><li>Support quarterly and annual financial statement audits, tax returns, and compliance filings</li><li>Maintain accounting journals, ledgers, and records for main funds and SPVs</li><li>Monitor and assist with portfolio valuation adjustments and periodic valuation updates</li><li>Process and review fund investment and expense transactions</li><li>Assist in preparing company budgets and related financial analyses</li><li>Maintain accurate and organized accounting documentation</li><li>Participate in other related projects or ad hoc tasks as assigned</li></ul><p><br></p>
<p>We are looking for an experienced Controller to lead financial operations. This role encompasses managing accounting processes, treasury activities, and financial forecasting while ensuring compliance with organizational standards. The ideal candidate will provide strategic financial insights, oversee internal controls. Contact Jackie Meza at 209.227.6563 today! </p><p><br></p><p>Responsibilities:</p><p>• Oversee full-cycle accounting processes, ensuring timely and accurate financial reporting.</p><p>• Manage cash flow forecasting and treasury activities to optimize financial resources.</p><p>• Prepare and review financial statements, maintaining the accuracy of the general ledger.</p><p>• Supervise accounts payable and accounts receivable functions to ensure seamless operations.</p><p>• Implement and monitor internal controls to uphold compliance with company policies.</p><p>• Establish and maintain banking relationships to support organizational needs.</p><p>• Develop and manage annual budgets, providing analysis for strategic decision-making.</p><p>• Reconcile accounts regularly to ensure financial accuracy and integrity.</p><p>• Collaborate with leadership to provide financial insights and recommendations</p>
<p>We are looking for a Trust & Estates Director to join our wealth management team. In this role, you will lead philanthropic planning and giving strategies for ultra-affluent clients, helping them achieve their charitable goals while aligning with their financial objectives. This position requires exceptional expertise in estate planning, tax strategies, and wealth management to deliver impactful solutions and provide high-level guidance.</p><p><br></p><p>Responsibilities:</p><p>• Lead the development and execution of comprehensive philanthropic plans tailored to individual client needs and visions.</p><p>• Build and nurture strong, detail-focused relationships with clients while delivering high-quality consulting services.</p><p>• Collaborate with internal teams, firm partners, and external advisors to create and implement strategies for charitable giving, entity structuring, and wealth transfer.</p><p>• Provide training and mentorship to team members, enhancing their ability to identify and act on philanthropic opportunities.</p><p>• Develop and manage project budgets, allocate resources effectively, and oversee the progress of philanthropy engagements.</p><p>• Evaluate the outcomes and effectiveness of charitable contributions, ensuring alignment with clients’ objectives.</p><p>• Partner with firm leadership to establish and implement best practices for philanthropic planning and client services.</p><p>• Contribute to recruitment efforts and assist in building a skilled and knowledgeable team.</p><p>• Maintain expertise in tax implications, estate planning, and succession strategies to inform client solutions.</p>
We are looking for an experienced Project Manager to join our team in San Francisco, California. In this role, you will oversee critical data-focused initiatives, ensuring seamless collaboration between teams and stakeholders. This is a long-term contract position that requires strong organizational skills, technical knowledge, and the ability to manage multiple high-priority projects effectively.<br><br>Responsibilities:<br>• Oversee and manage the transition of data systems, including the migration from Snowflake to Databricks, ensuring all tasks are completed on time and efficiently.<br>• Facilitate global data management initiatives to optimize lead generation for sales teams and improve data quality.<br>• Lead data governance projects to enhance compliance and ensure consistent data standards across the organization.<br>• Collaborate with cross-functional teams, including finance, marketing, and customer experience, to support data-driven strategies and initiatives.<br>• Utilize tools such as Asana, Tableau, and dashboards to track project progress and provide updates to stakeholders, including C-level executives.<br>• Develop and maintain strong relationships with technical leads, ensuring alignment on project goals and deliverables.<br>• Support data integration efforts involving systems like Zuora, NetSuite, and Salesforce to streamline operations.<br>• Assist in optimizing project intake and lifecycle processes, recommending best practices to enhance efficiency.<br>• Prepare and deliver detailed status reports, highlighting risks and progress to senior leadership.<br>• Work closely with data analysts and technical teams to refine data structures and improve operational workflows.
<p>We are looking for an experienced Controller to lead and manage all financial operations within our organization, based in San Francisco, California. </p><p><br></p><p>Responsibilities:</p><ul><li>Deliver timely, accurate, and GAAP-compliant financial reporting across all entities.</li><li>Lead monthly/annual close, including journal entries, reconciliations, and financial statements.</li><li>Conduct variance analysis, financial modeling, and scenario planning to support strategic decisions.</li><li>Manage multi-entity consolidations, intercompany allocations, and reconciliations.</li><li>Oversee the full accounting cycle across multiple business units.</li><li>Ensure compliance with accounting standards and regulatory requirements.</li><li>Manage property and real estate development accounting, including capital projects and depreciation.</li><li>Monitor and reconcile intercompany transactions.</li><li>Lead annual audits and oversee timely tax filings (e.g., IRS Form 990).</li><li>Serve as primary liaison with external auditors and tax advisors.</li><li>Manage grant and fund accounting, ensuring accurate tracking of restricted funds and compliance with requirements.</li><li>Develop and update internal controls, policies, and procedures to safeguard operations.</li><li>Drive automation and process improvements to enhance efficiency.</li><li>Optimize ERP and financial systems (e.g., Sage Intacct, Vena) for reporting and consolidations.</li><li>Lead organizational and program budgets in partnership with department leaders.</li><li>Monitor expenditures for compliance with budgets, funder requirements, and grant terms.</li><li>Provide training and tools to strengthen financial literacy among budget holders.</li><li>Partner with Programs, Operations, People, and Development teams to align financials with strategy.</li><li>Deliver financial analysis and forecasting to guide resource allocation and long-term planning.</li><li>Build and lead a high-performing accounting team focused on accountability and growth.</li><li>Conduct performance reviews and provide coaching and professional development.</li><li>Lead organizational training to enhance financial literacy and compliance.</li><li>Implement project management tools and reporting frameworks to improve accountability.</li></ul><p><br></p>
<p><strong>Managing Director – Wealth Advisory</strong></p><p>Are you a strategic leader, team builder, and passionate coach ready to shape the future of a high-performing advisory office? This is a rare opportunity to lead a thriving wealth management team in one of the nation’s most dynamic markets. Join a purpose-driven organization that blends financial expertise with a deep commitment to helping individuals live richer, more meaningful lives.</p><p>With a collaborative culture, national recognition for workplace excellence, and a fast-growing footprint, this firm is redefining what it means to serve clients with care, clarity, and purpose.</p><p><br></p><p><strong>About the Role</strong></p><p>As <strong>Managing Director</strong>, you’ll lead a local team of 25+ advisors and professionals, driving business performance, team development, and client service excellence. You’ll collaborate with senior leadership to align strategy, optimize growth, and ensure your office delivers an exceptional experience to every client. This role blends leadership, business strategy, and operational execution—ideal for someone who thrives in a fast-paced, people-first environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Business Leadership</strong></p><ul><li>Oversee office performance and contribute to P& L decisions</li><li>Use data-driven forecasting to inform team structure and strategic planning</li><li>Monitor key metrics across growth, service delivery, and team health</li></ul><p><strong>Growth & Market Strategy</strong></p><ul><li>Partner with growth leaders to expand market presence and brand visibility</li><li>Represent the firm in the local community, building relationships and influence</li></ul><p><strong>Team Leadership</strong></p><ul><li>Inspire and coach advisory and growth teams</li><li>Foster a culture of engagement, alignment, and support</li><li>Serve as the local culture carrier and first-line leader</li></ul><p><strong>Client Service & People Management</strong></p><ul><li>Oversee client assignments to ensure balanced and optimized service</li><li>Use capacity data and advisor feedback to guide staffing decisions</li><li>Collaborate on workforce planning and resource allocation</li></ul><p><strong>Operational Excellence</strong></p><ul><li>Ensure consistent execution of best practices tailored to local needs</li><li>Identify and resolve operational bottlenecks to enhance team and client experience</li><li>Align local efforts with scalable growth frameworks</li></ul><p><br></p><p><strong>Benefits</strong></p><ul><li>Medical, dental, and vision coverage</li><li>Retirement plan</li><li>Generous PTO and holiday flex-days</li><li>Summer flex-days and paid holidays</li><li>Parental leave</li><li>Transportation benefits</li><li>Unlimited volunteer time off</li><li>Professional and personal wellbeing stipend</li><li>Additional fringe benefits</li></ul><p><strong>Excited about this opportunity?</strong></p><p>Apply today or send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect and explore whether this could be the right next step in your leadership journey.</p>
