<p>One of our top clients in Millbrae, is seeking a highly organized and tech-savvy <strong>Administrative & AI Operations Coordinator</strong> to support daily business operations. This is an excellent opportunity for someone who enjoys wearing multiple hats, is comfortable with technology, and is excited to work with emerging AI tools in a fast-paced environment.</p><p><br></p><p>This role combines administrative support, CRM management, research, customer outreach, and AI implementation. The ideal candidate is proactive, detail-oriented, and eager to learn new technology while helping improve operational efficiency.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Conduct online research to support business development, marketing initiatives, and special projects.</li><li>Maintain accurate customer and prospect information by entering and updating data within the company's CRM system.</li><li>Draft and send professional emails to clients, prospects, and business partners.</li><li>Assist with the setup, testing, and ongoing maintenance of AI agents and automation tools.</li><li>Make outbound and follow-up phone calls to prospective clients and business contacts.</li><li>Create, update, and maintain Excel spreadsheets for tracking leads, projects, and business metrics.</li><li>Provide general administrative support, including organizing documents and assisting with day-to-day office operations.</li><li>Collaborate with leadership on process improvements and technology-driven initiatives.</li></ul><p><br></p><p><br></p>
<p>We are looking for an FP& A Manager to lead financial planning efforts and deliver meaningful insights that support strategic business decisions in Emeryville, California. This role will partner closely with leadership to shape budgets, forecasts, and long-range plans while improving the quality of financial analysis across the organization. The ideal candidate brings strong modeling expertise, sound business judgment, and the ability to translate complex financial data into clear recommendations.</p><p><br></p><p>Responsibilities:</p><ul><li>Lead annual sales planning, including quotas, territory alignment, forecasting models, and leadership presentations.</li><li>Oversee sales forecasts, pipeline reporting, productivity tracking, and performance analysis.</li><li>Partner with Sales, HR, and Finance on compensation plans, quota setting, and workforce performance.</li><li>Develop and maintain dashboards and reporting for sales activity, production, market trends, and team effectiveness.</li><li>Manage budgeting and forecasting cycles, including planning assumptions, submissions, and reforecasts.</li><li>Analyze budget variances, financial results, and key business drivers across departments.</li><li>Identify cost trends, financial risks, savings opportunities, and resource requirements.</li><li>Advise business leaders on expense management, accounting entries, and financial reporting accuracy.</li><li>Prepare executive-level financial reports, presentations, and board materials.</li><li>Monitor KPIs, benchmark performance, and highlight business opportunities and risks.</li><li>Improve reporting, planning processes, automation, and data integrity.</li><li>Coach and develop team members while supporting a high-performing finance organization.</li><li>Support special projects and provide ad hoc business analysis as needed.</li></ul>
<p>Robert Half is getting ready for the Holiday Season with one of our most festive clients. Our client is a global, eCommerce retailer that focuses on selling high end holiday and home décor. They will be opening up their pop-up store in Burlingame mid-September. If you are a fan of the holidays, especially Christmas, this is a great opportunity for you. We are looking to fill multiple roles with candidates that have previous retail experience. If you or anyone you know would be interested in a seasonal job opportunity, please apply ASAP</p><p><strong> </strong></p><p><strong>Shift Schedule:</strong> Looking for candidates who are openly available <strong>Monday through Sunday</strong> from 9AM – 7PM</p><p><strong>Duration: </strong>September 14 – January 8th</p><p><strong>Location:</strong> Burlingame (1.2 Miles from Bart</p><p><br></p><p><strong>Leadership & Store Operations</strong></p><ul><li>Support daily store operations and floor execution</li><li>Serve as Manager on Duty when assigned</li><li>Lead and direct Sales and Stock associates throughout the shift</li><li>Support opening and closing procedures</li><li>Ensure store policies, operational standards, and company expectations are consistently followed</li><li>Maintain awareness of staffing coverage, workflow priorities, and business needs</li><li>Assist with labor deployment, task delegation, and operational execution throughout the day</li></ul><p><br></p><p><strong>Sales Floor Management</strong></p><ul><li>Monitor customer experience and sales floor engagement</li><li>Ensure associates are actively greeting, assisting, and interacting with customers</li><li>Support sales performance, productivity, and store goals</li><li>Conduct regular walkthroughs to identify replenishment, recovery, and presentation needs</li></ul><p><br></p><p><strong>Stock & Inventory Operations</strong></p><ul><li>Monitor replenishment flow between stockroom and sales floor</li><li>Ensure stock areas remain organized, clean, safe, and operationally efficient</li><li>Assist with inventory-related processes, adjustments, and operational follow-up</li><li>Support inventory accuracy and overall merchandise flow throughout the store</li></ul><p><br></p><p><strong>Team Leadership & Development</strong></p><ul><li>Coach associates on elevated service expectations, presentation standards, and customer engagement</li><li>Coach associates on customer service, operational execution, and workplace expectations</li><li>Assist with onboarding and training new employees</li><li>Help manage break schedules, shift coverage, and daily task assignments</li><li>Promote accountability, professionalism, communication, and teamwork across all staff</li><li>Provide ongoing support and feedback to associates throughout the shift</li></ul><p><strong>Administrative & Reporting Support</strong></p><ul><li>Communicate operational updates and important store information to leadership</li><li>Support store reporting, operational documentation, and daily business communication</li><li>Provide observations and feedback related to sales trends, staffing, workflow, and operational performance</li></ul>
<p><strong>Job Summary:</strong></p><p>Our client, a growing cabinetry and construction business, is seeking a dependable, motivated, and customer-focused entry level <strong>Project Coordinator</strong> for a <strong>2–3 month contract opportunity with strong potential for permanent hire</strong> based on performance and business needs. This role is ideal for someone with experience in retail, customer service, building materials, home improvement, shipping and receiving, or sales support who is looking to grow within the cabinetry and construction industry. The right candidate will be eager to learn estimating, assist with shipping and receiving, support sales activities, and help coordinate day-to-day project needs. A background in a high-volume home improvement, hardware, lumber, or building materials environment would translate well into this opportunity.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Support project coordination activities from customer inquiry through order fulfillment</li><li>Learn and assist with estimating, including material takeoffs, pricing, and quote preparation</li><li>Provide sales support by assisting customers with product information, order details, and follow-up communication</li><li>Communicate with customers regarding cabinetry, materials, product availability, and order updates</li><li>Assist with shipping and receiving, including checking inbound materials and preparing outbound orders</li><li>Coordinate deliveries, pickups, and order readiness with internal teams and customers</li><li>Track project details, materials, and order information to help ensure timelines are met</li><li>Work closely with office, warehouse, shop, and sales staff to support daily operations</li><li>Help organize inventory, supplies, and related documentation</li><li>Maintain accurate records for estimates, orders, deliveries, and customer communications</li><li>Deliver strong customer service in person, by phone, and through email</li><li>Learn company products, materials, and internal processes to become a valuable support resource across departments</li></ul>
<p>Robert Half is getting ready for the Holiday Season with one of our most festive clients. Our client is a global, eCommerce retailer that focuses on selling high end holiday and home décor. They will be opening up their pop-up store in Burlingame mid-September. If you are a fan of the holidays, especially Christmas, this is a great opportunity for you. We are looking to fill multiple roles with candidates that have previous retail experience. If you or anyone you know would be interested in a seasonal job opportunity, please apply ASAP</p><p><strong> </strong></p><p><strong>Shift Schedule:</strong> Looking for candidates who are openly available <strong>Monday through Sunday</strong> from 9AM – 7PM</p><p><strong>Duration: </strong>September 21 – Mid January</p><p><strong>Location:</strong> Burlingame (1.2 Miles from Bart</p><p><strong> </strong></p><p><strong>Customer Experience & Sales</strong></p><ul><li>Deliver a warm, welcoming, and high-touch customer experience</li><li>Greet and engage customers promptly upon entering the store</li><li>Assess customer familiarity with Balsam Hill products and tailor the interaction to their needs</li><li>Provide thoughtful product recommendations and styling guidance based on customer preferences and space</li><li>Maintain strong product knowledge across trees, greenery, décor, and seasonal assortments</li><li>Support customers throughout the shopping journey with professionalism, attentiveness, and urgency</li><li>Assist customers with both in-store purchases and online orders placed within the store environment</li><li>Support overall sales goals and store performance</li></ul><p><br></p><p><strong>Sales Floor Operations</strong></p><ul><li>Maintain a clean, organized, and visually elevated sales floor environment</li><li>Support replenishment, merchandising, recovery, and display maintenance throughout the day</li><li>Assist with maintaining presentation standards across displays and seasonal features</li><li>Support customer flow and floor coverage during peak business periods</li></ul><p><br></p><p><strong>Team & Operational Support</strong></p><ul><li>Communicate effectively with store leadership and fellow associates</li><li>Support operational tasks and store priorities as assigned by leadership</li><li>Assist with customer pickups, carry-outs, and service-related support as needed</li><li>Maintain professionalism, presentation standards, and attention to detail throughout the shift</li><li>Adhere to company appearance, safety, and dress code standards</li><li>Contribute to a collaborative, customer-first team environment</li></ul><p><br></p>
<p>We are seeking a dependable, personable, and motivated <strong>Office Assistant</strong> to work in the millwork, carpentry, and cabinetry industry. This is an <strong>entry-level contract-to-hire opportunity</strong>, with an initial contract period of <strong>2–3 months</strong> and the potential for long-term hire based on performance and business needs.</p><p><br></p><p>This role is ideal for someone with strong customer service skills, a positive attitude, and an interest in the construction, woodworking, millwork, or cabinetry field. In addition to supporting daily office operations, this position also includes a <strong>sales support component</strong>, communicating with customers regarding wood products, materials, and general product inquiries.</p><p><br></p>
We are looking for a detail-oriented Staff Accountant to support core accounting operations for a wholesale distribution organization in Morgan Hill, California. This Long-term Contract position is ideal for someone who can manage daily financial activities, maintain accurate records, and contribute to reliable reporting. The role will focus on general ledger activity, journal entry preparation, and tax-related accounting tasks while helping ensure compliance with corporate and sales tax requirements.<br><br>Responsibilities:<br>• Prepare and post journal entries to support accurate monthly and periodic financial reporting.<br>• Maintain the general ledger by reviewing account activity, reconciling balances, and resolving discrepancies in a timely manner.<br>• Assist with corporate tax processes, including gathering documentation and supporting tax return preparation.<br>• Handle sales tax accounting activities by reviewing transactions, tracking obligations, and helping ensure filings are accurate.<br>• Support month-end and year-end close by organizing financial data and completing assigned accounting tasks within deadlines.<br>• Analyze accounting records and supporting schedules to improve accuracy and strengthen financial controls.<br>• Collaborate with internal stakeholders to provide accounting information, clarify variances, and address financial questions as needed.
We are looking for a detail-oriented Sale Coordinator to support data accuracy and administrative operations for a manufacturing organization in Salinas, California. This Long-term Contract position is ideal for someone who is organized, dependable, and comfortable handling high-volume information with precision. The person in this role will help maintain reliable records, support routine coordination tasks, and contribute to smooth day-to-day workflow across the team.<br><br>Responsibilities:<br>• Enter, update, and verify business data in company systems with a strong focus on accuracy and completeness.<br>• Review source documents and electronic files to identify missing details, inconsistencies, or formatting issues before processing.<br>• Maintain organized records and ensure information is filed, tracked, and retrievable for operational use.<br>• Coordinate with internal team members to clarify data discrepancies and resolve routine administrative questions.<br>• Prepare regular data reports, status updates, and summaries to support departmental activities.<br>• Perform quality checks on entered information and correct errors in a timely manner to preserve data integrity.<br>• Assist with general clerical and coordination tasks that help keep daily operations on schedule.
Robert Half and Protiviti operate one of the most advanced Salesforce ecosystems in professional services. We don't simply administer Salesforce—we leverage it as a core component of a hybrid cloud architecture connecting Sales Cloud, Azure, and enterprise platforms at scale. We are seeking a Salesforce Technical Architect to own the platform end-to-end and lead a distributed team of 10+ engineers across the U.S. and India. This is a hands-on architecture leadership role responsible for technical strategy, engineering standards, and key platform decisions. You will also lead major initiatives including Salesforce Data 360 (CDP), Agentforce expansion, and AI-enabled data and automation capabilities. What You'll Do Architecture & Platform Leadership Define when to leverage native Salesforce capabilities versus Azure-based Node.js or Python services. Design and oversee scalable integrations between Salesforce and internal or third-party systems using event-driven and near real-time architectures. Lead the implementation and evolution of Salesforce Data 360, Agentforce, and AI-powered data pipelines. Develop secure, scalable architectural patterns that support growth while maintaining governance and platform integrity. Proactively manage platform health using Salesforce Health Check and Optimizer. Engineering Governance & Quality Serve as the final authority for architecture reviews and technical design decisions. Establish engineering standards for a global development organization. Embed security, testing, and compliance throughout the SDLC. Implement automated quality gates including code reviews, testing, and security scanning. Enable teams to move quickly through strong frameworks, tooling, and automation. CI/CD & Automation Advance Python-driven CI/CD pipelines and support reliable deployments. Automate key SDLC processes including testing, security review, and release management. Drive a culture of continuous delivery and engineering excellence. Team Leadership & Delivery Mentor and lead senior and entry level engineers across multiple locations. Guide development of scalable Salesforce solutions using Apex, LWC, Flows, and platform capabilities. Design and support APIs, integrations, and automation solutions using Azure, Node.js, Python, and cloud-native services. Build and manage enterprise data pipelines supporting Salesforce and Data 360. Define integration standards and data contracts across enterprise platforms. Lead expansion of Agentforce capabilities and AI-powered employee experiences. Drive adoption of Einstein Copilot, predictive analytics, and generative AI within marketing and sales workflows. Partner with product, business, and data teams to deliver scalable solutions and technical direction.
<p>We are looking for an experienced Sr. Recruiter to support hiring initiatives in Fremont, California. This 3-6 months contract position is ideal for a detail-oriented recruiter who can independently manage a high-volume workload while delivering strong talent across technical and business functions. The right candidate will bring a proactive sourcing approach, sound judgment, and the ability to create structure in a fast-moving environment.</p><p><br></p><p>Responsibilities:</p><p>• Lead end-to-end recruitment efforts for a wide range of openings, from intake discussions through offer stage and onboarding coordination.</p><p>• Develop targeted sourcing strategies to identify and attract passive talent across engineering, manufacturing, technical operations, IT/software, and sales functions.</p><p>• Manage a large requisition load while balancing urgency, quality, and stakeholder expectations in a dynamic setting.</p><p>• Partner with hiring managers to align on role needs, candidate profiles, interview plans, and timely hiring decisions.</p><p>• Improve recruiting operations by refining workflows, strengthening candidate tracking practices, and introducing more effective hiring processes.</p><p>• Use recruiting platforms and sourcing tools such as Lever, LinkedIn Recruiter, and similar technologies to maintain organized pipelines and build talent networks.</p><p>• Provide a strong candidate experience through clear communication, efficient coordination, and consistent follow-up throughout the hiring process.</p><p>• Support the enhancement or implementation of applicant tracking and recruiting systems when needed as part of broader talent acquisition process improvements.</p>
<p>Robert Half is getting ready for the Holiday Season with one of our most festive clients. Our client is a global, eCommerce retailer that focuses on selling high end holiday and home décor. They will be opening up their pop-up store in Burlingame mid-September. If you are a fan of the holidays, especially Christmas, this is a great opportunity for you. We are looking to fill multiple roles with candidates that have previous retail experience. If you or anyone you know would be interested in a seasonal job opportunity, please apply ASAP</p><p><strong> </strong></p><p><strong>Shift Schedule:</strong> Looking for candidates who are openly available <strong>Monday through Sunday</strong> from 9AM – 7PM</p><p><strong>Duration:</strong> September 21st – January 8th </p><p><strong>Location:</strong> Burlingame (1.2 Miles from Bart)</p><p><strong> </strong></p><p><strong>Stockroom & Merchandise Operations</strong></p><ul><li>Support daily stockroom organization and operational efficiency</li><li>Pull, prepare, inspect, and repackage customer merchandise accurately and professionally</li><li>Label and stage customer purchases and pickup orders as needed</li><li>Support merchandise replenishment and product movement throughout the store</li><li>Maintain organized stock areas, aisles, carts, and operational workspaces</li><li>Assist with maintaining inventory accuracy and operational readiness</li></ul><p><br></p><p><strong>Customer Support</strong></p><ul><li>Assist with customer pickups and carry-outs in a professional and service-focused manner</li><li>Support customers and sales associates with product retrieval and operational assistance</li><li>Contribute to a smooth, organized, and positive customer experience throughout the store</li></ul><p><br></p><p><strong>Team & Operational Support</strong></p><ul><li>Support operational priorities and daily workflow as directed by store leadership</li><li>Utilize operational equipment and tools safely and responsibly</li><li>Maintain professionalism, presentation standards, and attention to detail throughout the shift</li><li>Adhere to company appearance, safety, and dress code standards</li><li>Contribute to a collaborative, customer-first team environment</li></ul>
We are looking for a highly driven Financial Planning & Analysis Manager to play a critical role in supporting financial operations and delivering insightful analysis. In this individual contributor role, you will collaborate across departments to refine financial plans, improve reporting systems, and drive data-driven decision-making. Based in Sausalito, California, this position offers the opportunity to influence key business strategies and enhance organizational profitability.<br><br>Responsibilities:<br>• Lead the annual budgeting process by developing templates, coordinating with department heads, and preparing detailed budget presentations.<br>• Conduct quarterly forecasting exercises, providing actionable insights to senior management.<br>• Ensure data accuracy and integrity while preparing monthly financial reports and developing new reporting tools.<br>• Analyze variances against budgets and prior year results to identify trends and areas for improvement.<br>• Support executive management by assisting in the preparation of board presentations and delivering ad hoc analyses.<br>• Create and maintain data models to design performance metrics and support financial systems.<br>• Evaluate product profitability by analyzing supply chain costs, pricing structures, and brand expenditures.<br>• Provide inventory analysis to identify trends related to expiration, sales forecasting, and margin implications.<br>• Collaborate with sales and marketing teams to develop sales forecasts, monitor performance metrics, and validate regional trends.<br>• Assist in pricing administration and conduct brand spend analysis to optimize market strategies.
<p>Our client, a San Francisco law firm, is seeking a California-licensed Attorney with hands-on experience drafting and negotiating purchase and sale agreements for both commercial and residential real estate transactions to provide immediate leave of absence coverage on a fully remote basis.</p><p>Starting at 15–20 hours per week for an initial two-month period, this assignment is well suited for an experienced attorney with capacity to take on additional transactional work alongside an existing part-time practice, consulting work, or other professional commitments.</p><p><strong>Responsibilities</strong></p><ul><li>Draft, review, and negotiate purchase and sale agreements for commercial and residential real estate transactions. </li><li>Support acquisitions, dispositions, leasing, financing, due diligence and title review, entity formation, and other real estate transactional matters. </li><li>Draft and review leases, financing and loan documents, entity and organizational documents, easements, licenses, development-related agreements, and related transactional documents. </li><li>Analyze transactional and property-related issues, identify potential legal concerns, and review business terms, entity information, and other material transaction details. </li><li>Communicate directly with existing and prospective clients regarding transactional matters, legal analysis, questions, timing, costs, and next steps. </li><li>Negotiate transactional terms with the client's objectives in mind and independently manage multiple matters, deadlines, and competing priorities. </li><li>Collaborate with the firm's Real Estate and Land Use attorneys as needed while providing clear, concise, and direct transactional drafting and legal analysis.</li></ul>
<p><strong>Consumer Packaged Goods (CPG)</strong></p><p>We are seeking a detail-oriented and highly organized Accounts Receivable Specialist to join our team in the CPG industry. This role requires a candidate with strong attention to detail, analytical skills, and the ability to manage customer deductions, short payments, chargebacks, and account reconciliations in a fast-paced environment. The ideal candidate will work closely with customers, sales, customer service, and internal finance teams to ensure timely cash application, accurate collections activity, and resolution of complex discrepancies.</p><p>Given the high transaction volume and deduction-heavy nature of receivables in the CPG space, we are looking for an individual who can manage intricate AR processes efficiently while maintaining a high degree of accuracy and professionalism.</p>
<p>We are looking for an experienced Credit & Collections Manager to oversee credit strategy and receivables performance for a construction-focused business in Monterey, California. In this leadership role, you will help protect company assets by guiding credit decisions, strengthening collection efforts, and ensuring lien-related compliance on project accounts. The position works closely with Sales, Operations, and Finance to support revenue growth while maintaining disciplined risk management.</p><p><br></p><p>Responsibilities:</p><p>• Direct the company’s commercial credit program by reviewing customer profiles, assessing risk exposure, and establishing appropriate credit terms and limits.</p><p>• Manage day-to-day collections activity, ensuring past-due accounts receive timely follow-up and that recovery plans are executed effectively.</p><p>• Oversee California preliminary notice and mechanics’ lien processes, including filing, release coordination, and communication with legal partners when required.</p><p>• Resolve high-level account issues by negotiating payment arrangements, addressing disputes, and advancing complex collection matters to conclusion.</p><p>• Track accounts receivable results, identify delinquency trends, and introduce practical measures to reduce aging balances and credit losses.</p><p>• Lead, mentor, and evaluate the collections team, promoting consistent performance, accountability, and focused development.</p><p>• Partner with Sales, Branch Operations, and Finance to support customer relationships while applying sound credit controls and risk-based decision-making.</p><p>• Review financial statements, payment behavior, and account activity to produce informed recommendations and meaningful reporting.</p><p>• Strengthen departmental procedures, internal controls, and performance standards to improve efficiency and safeguard the organization’s financial interests.</p><p><br></p><p><br></p><p>Posted by Recruiting Director Scott G. Moore (Apply here and connect on LinkedIn)</p>
<p>We are seeking a Tax Manager - Public to join our team located in Marin County, California. The Tax Manager will play a critical role in managing and facilitating the accurate preparation and filing of our company’s state and federal tax forms. The role will also involve recommending effective tax strategies that align with the company's business needs and comply with laws, promoting our company’s financial well-being.</p><p><br></p><p>Responsibilities:</p><p>• Create and utilize financial and logistical reports to prepare and file federal, state, and local tax documents accurately.</p><p>• Develop and implement tax strategies that align with the company's business goals.</p><p>• Conduct research to develop tax-saving strategies and identify tax savings in prospective and recurring business deals.</p><p>• Maintain and update the company's tax database regularly.</p><p>• Assess and research complex tax issues using internal revenue code, tax regulations and relevant case law.</p><p>• Prepare for audits and collaborate with auditors to reach an agreement on contested issues or deficiencies.</p><p>• Consult with executives regarding the tax implications of various corporate strategies.</p><p>• Ensure all legal requirements are met in assessing the tax impact on company’s financial planning.</p><p>• Perform audits and negotiate tax resolutions with taxing authorities.</p><p>• Use accounting software systems, ADP - Financial Services, CaseWare, CCH ProSystem Fx, CCH Sales Tax, and other accounting functions to perform annual income tax provision and auditing.</p>
We are looking for a detail-oriented Administrative Assistant to support billing operations in a fast-paced healthcare environment. This role is based in Santa Clara, California, and offers an excellent opportunity for individuals eager to grow their administrative and financial skills. The ideal candidate will assist with invoicing, purchase order matching, and other bookkeeping tasks while collaborating closely with the sales and management teams.<br><br>Responsibilities:<br>• Prepare and send invoices accurately and in a timely manner.<br>• Match purchase orders to invoices to ensure proper documentation and billing.<br>• Collaborate with the sales and management teams to support billing-related processes.<br>• Assist with bookkeeping tasks and maintain organized financial records.<br>• Manage customer billing inquiries and provide resolution promptly.<br>• Use QuickBooks or similar software for billing and record-keeping purposes.<br>• Generate billing statements and ensure all payments are recorded properly.<br>• Participate in training to learn additional responsibilities and enhance skills.<br>• Maintain administrative records and provide general office support as needed.
<p>Natalie Lue, Robert Half is recruiting for a Jr. Accountant - Outsourced Accounting to support a diverse client portfolio in San Francisco, California. This onsite role is suited for someone who can manage day-to-day accounting operations,</p><p><br></p><p>Responsibilities:</p><p>• Prepare and review monthly, quarterly, and annual financial statements to ensure records are complete, accurate, and ready for client and accountant review.</p><p>• Oversee core bookkeeping activities, including reconciling bank accounts, credit cards, accounts payable, and accounts receivable within QuickBooks.</p><p>• Process payroll accurately and submit related tax filings, while also handling sales tax reporting and other recurring compliance requirements.</p><p>• Record journal entries, manage year-end close support, and assemble documentation needed for external CPAs, including 1099 and W-2 preparation.</p><p>• Maintain organized client financial records and provide responsive, thorough communication regarding account activity, deadlines, and outstanding items.</p><p>• Lead day-to-day bookkeeping workflows by assigning priorities, monitoring progress, and supporting team members with training and guidance.</p><p>• Complete city and local compliance filings, such as gross receipts reporting and similar municipal requirements, as needed for client accounts.</p>
We are looking for an experienced Sr. Credit Analyst to support finance operations for a Long-term Contract position based in Santa Clara, California. In this role, you will evaluate customer credit exposure, help maintain an efficient order-to-cash process, and work closely with internal teams to support accurate and timely transactions. This opportunity is well suited for someone who combines strong financial judgment with a hands-on approach to collections, reconciliations, and process improvement in a fast-moving business environment.<br><br>Responsibilities:<br>• Evaluate customer financial health through detailed review of financial statements, annual filings, and payment history to determine creditworthiness and recommend appropriate credit limits.<br>• Oversee credit-related activities across the order-to-cash cycle, including account setup, customer onboarding, credit approvals, order review, invoicing support, and contract verification.<br>• Drive collection efforts by following up on outstanding balances, resolving payment issues, reconciling customer accounts, and addressing billing disputes to improve cash flow.<br>• Review sales orders before release by confirming purchase order details, contractual terms, tax requirements, legal entity information, and supporting documentation.<br>• Work closely with Sales, Tax, Legal, Contracts, Order Management, and Finance teams to address transaction issues and maintain operational compliance.<br>• Submit invoices and supporting documentation through customer payment platforms such as Ariba and Coupa to help ensure prompt processing and remittance.<br>• Monitor ongoing account risk and update credit decisions as business conditions, customer performance, or financial data change.<br>• Contribute to acquisition support activities, compliance-related work, and continuous improvement efforts, including automation initiatives and AI-enabled collections processes.
Job Title: Finance & Accounting Manager – Retail Services Join a great and growing company that offers excellent development opportunities and employee benefits & perks! Are you seeking to a role in management accounting with a well established local company? Our position has so much to offer for a skilled accountant. Responsibilities: Oversee and direct the Finance, Accounting, and Operational Data programs to support the company in meeting its annual objectives and executing its long-term strategic vision. Lead, manage, and mentor all accounting department functions, including overseeing direct report staff. Develop and supervise retail-oriented financial reporting processes, ensuring timely and accurate sales, inventory, operational, and management data to inform decision-making. Champion continuous process improvement for finance operations, reporting, and internal controls to drive greater accuracy, efficiency, and insight across the retail business. Guide the development and execution of best practices for all administrative and financial functions, ensuring optimal investment and allocation of resources based on retail sector needs. Facilitate companywide goal-setting and annual budget processes, providing leadership and direction that aligns with retail-specific performance metrics. Partner closely with retail operations and business leaders, offering actionable financial insights and recommendations that improve store performance, margin, and growth. Provide leaders with accessible, actionable operational data and performance metrics to achieve sales and profitability targets. Ensure completeness, timeliness, and compliance of all financial information according to GAAP and established retail accounting standards. Provide oversight for financial accounting, tax reporting, and regulatory compliance, including annual audits, tax filings, and retirement plan audits. Drive adoption and optimal use of ERP and POS systems in collaboration with cross-functional teams, promoting data-driven decision-making and leveraging emerging technologies suitable for retail operations. Promote strong communication and documentation standards across all finance and operational teams to ensure business objectives are met effectively and efficiently. Posted by Director of Recruiting Scott Moore (Also connect on LinkedIn)
<p>We are looking for a Financial Analyst to join an organization in Livermore, California on a Long-term Contract basis. In this role, you will evaluate cost movements, support pricing decisions, and provide financial insight that helps business partners respond effectively to changing conditions. The position offers a strong opportunity to work across sales, supply chain, and finance while contributing to forecasting, analysis, and process improvement initiatives.</p><p><br></p><p>Responsibilities:</p><p>• Analyze changes in inventory-related costs and determine how those shifts influence customer pricing and overall financial outcomes.</p><p>• Work closely with sales and supply chain partners to collect key inputs, confirm assumptions, and relay pricing impacts in a clear and timely manner.</p><p>• Manage assigned pricing segments from the initial quotation stage through final invoicing at build completion, ensuring consistency and accuracy throughout the process.</p><p>• Prepare well-structured customer communications that explain pricing adjustments using accurate financial data and supporting analysis.</p><p>• Build ad hoc financial models and run scenario-based evaluations to assess the effects of cost volatility on pricing and margin.</p><p>• Assist with recurring planning activities, including monthly forecasts, budget preparation, and analysis of actual results versus expectations.</p><p>• Help enhance FP& A resources by improving reporting tools, standard templates, and analytical processes used by the finance team.</p><p>• Review current reporting workflows, identify control or efficiency gaps, and recommend practical improvements to strengthen decision support.</p><p>• Deliver accurate financial insights to stakeholders on schedule and collaborate across functions to support business-aligned financial decisions.</p>
<p>We are seeking an experienced Tax Accountant. This role involves a variety of tax responsibilities, including preparation and review of tax filings, ensuring compliance with state and local regulations, and contributing to the organization through special projects. The ideal candidate will bring strong expertise in tax accounting and demonstrate a commitment to accuracy and collaboration.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Prepare and review federal and state income tax returns for partnerships, LLCs, S corporations, and individual taxpayers.</li><li>Maintain organized and detailed tax workpapers and digital tax return files.</li><li>Reconcile partner capital accounts and oversee preferred return schedules.</li><li>Perform complex account reconciliations and process journal entries for tax-related functions.</li><li>Analyze partnership and operating agreements to ensure correct application of relevant tax provisions.</li><li>Research and resolve tax issues, implementing practical solutions as needed.</li><li>Monitor compliance with sales and use tax regulations, Form 1099 reporting, and other business tax filings.</li><li>Liaise with external service providers to address tax-related matters.</li><li>Respond to federal and state tax notices through correspondence with tax authorities.</li><li>Collaborate with accounting and property management teams on special projects.</li></ul><p><br></p>
<p>We are looking for a detail-oriented Senior Accountant to support project-based accounting activities for a growing team in South San Jose, California. This role focuses on maintaining accurate financial records across active jobs, project cost accounting, change management and revenue recognition. The ideal candidate brings accounting experience within construction or a general contractor environment, along with a collaborative mindset and a willingness to learn.</p><p><br></p><p>Responsibilities:</p><p>• Provide weekly cash flow analysis detailing actual v forecast</p><p>• Examine Accounts Payable, and Receivable Aging to review short/long term cash forecasts</p><p>• Review Labor compliance, including Certified Payroll Reporting and job specific local hiring requirements and apprentice ration requirements.</p><p>• Partner with operations and project teams to issue customer invoices promptly and follow up on outstanding balances to support healthy cash flow.</p><p>• Manage Month-End, Quarter-End, Journal Entries, Ensure JE policy is following appropriate documentation</p><p>• Knowledge of Monthly workers Comp Audits.</p><p>• Produce regular reports covering accounts receivable, contract status, job cost performance, and other financial metrics for management review Senior </p>
<p>The AR Specialist is responsible for managing incoming payments, invoicing, collections, and account reconciliation activities to help ensure accurate and timely cash application. In a mid-sized company, this role often works closely with customers, sales teams, and accounting staff to maintain accurate receivables records and support healthy cash flow. Based on general knowledge.</p><p><strong>Key Responsibilities</strong></p><ul><li>Prepare and issue customer invoices accurately and on time. Based on general knowledge.</li><li>Post payments received by check, ACH, wire, credit card, or other methods. Based on general knowledge.</li><li>Reconcile customer accounts and investigate payment discrepancies. Based on general knowledge.</li><li>Monitor aging reports and follow up on past-due balances. Based on general knowledge.</li><li>Communicate with customers regarding billing questions, account status, and payment arrangements. Based on general knowledge.</li><li>Maintain accurate customer records, credit information, and supporting documentation. Based on general knowledge.</li><li>Assist with cash application, account adjustments, and month-end closing activities. Based on general knowledge.</li><li>Support reporting, audit requests, and process improvement efforts related to accounts receivable. Based on general knowledge.</li></ul>
<p>We are looking for an Accounting Manager to oversee core accounting operations and ensure accurate, timely financial reporting for the organization in Union City, California. This role will lead essential close activities, maintain the integrity of the general ledger, and support audit readiness through strong controls and documentation. The ideal candidate brings a hands-on approach to account analysis, reconciliations, and journal entry review while partnering across teams to strengthen accounting processes.</p><p><br></p><p>Responsibilities:</p><p>• Direct day-to-day AR, AP, and GL operations</p><p>• Own month-end close and financial reporting accuracy</p><p>• Validate journal entries, reconciliations, balances, and variances</p><p>• Create and deliver financial and KPI reports</p><p>• Support development of the annual financial plan</p><p>• Streamline controls, processes, and workflows; ensure proper period close and documentation</p><p>• Lead financial statements and audit support</p><p>• Partner with departments on accurate revenue and expense recognition</p><p>• Hire, coach, and retain accounting staff</p><p>• Oversee sales tax, returns, 1099s, and regulatory compliance</p><p>• Assess and implement accounting systems and tools</p><p>• Ensure compliance with current US GAAP standards</p><p>• Maintain fixed asset and lease accounting records</p><p>• Lead and support ad hoc initiatives, process improvements, and system upgrades</p>