We are looking for an experienced Operations Specialist to join our team in San Francisco, California. This is a long-term contract position where you will play a pivotal role in streamlining operational processes and ensuring compliance with industry standards. The ideal candidate will bring expertise in financial services, data processing, and enterprise resource planning to support organizational goals effectively.<br><br>Responsibilities:<br>• Oversee daily operations to ensure smooth and efficient workflows within the financial services domain.<br>• Utilize enterprise resource planning (ERP) systems to optimize processes and improve operational effectiveness.<br>• Manage data processing tasks, ensuring accuracy and compliance with regulatory requirements.<br>• Leverage CRM tools to enhance customer relationship management and track essential metrics.<br>• Perform audits and checks to maintain adherence to compliance standards and internal policies.<br>• Process financial transactions, including checks, with attention to detail and accuracy.<br>• Collaborate with cross-functional teams to identify and implement process improvements.<br>• Monitor and resolve operational issues promptly, ensuring minimal disruption to business activities.<br>• Coordinate with stakeholders to ensure seamless integration of Epic software into operational workflows.<br>• Maintain clear and effective communication with team members and external partners to achieve shared objectives.
<p>We are looking for an organized and proactive Sales Operations Specialist to join our tech client, remote, 12 months. IYou will play a key part in supporting our Global Sales organization by ensuring the accuracy and efficiency of account assignments, lead routing, and data integrity. This is an exciting opportunity to contribute to a growing area of revenue while identifying and implementing process improvements that enhance user experience and operational workflows.</p><p><br></p><p>Responsibilities:</p><p>• Manage daily account creation and assignment tasks across various sales channels, ensuring accuracy and timeliness.</p><p>• Oversee the lead routing process to guarantee proper assignment and adherence to organizational guidelines.</p><p>• Address and resolve account ownership inquiries and escalations by applying an in-depth understanding of account management principles.</p><p>• Perform regular data maintenance and cleanup efforts to maintain high data hygiene standards within the CRM system.</p><p>• Implement data validation rules to ensure the integrity of internal sales systems.</p><p>• Collaborate with stakeholders to identify opportunities for process and tooling enhancements, contributing to improved operational efficiency.</p><p>• Support quarterly sales processes by executing operational tasks and ensuring seamless workflows.</p><p>• Propose and execute workflow improvements across account ownership, creation, and lead routing processes.</p><p>• Partner with team members to maintain a user-friendly experience throughout all sales operations.</p>
<p><strong>Excited about the role? Apply here and please reach out to <u>Jennifer Fukumae </u>on LinkedIn for quicker consideration.</strong></p><p> </p><p><strong>Job Title: Trade Operations</strong></p><p><strong>Location: San Francisco, FiDi </strong></p><p><strong>Salary: $65-95k + YE Bonus</strong></p><p> </p><p>We are partnering with a wealth management and investment firm offers a full range of financial services tailored to individuals, families, and institutions. With a strong national presence and deep local roots, the team is known for delivering personalized advice, long-term client relationships, and access to a broad platform of investment solutions.</p><p> </p><p>They are seeking a Trade Operations Specialist to support a high-performing Private Wealth team. You will be working closely with top-tier advisors and venture capital firms, handling stock distributions, trade execution, and operational support. You’ll liaise regularly with institutional partners like Goldman Sachs and Merrill Lynch, so if you have strong communication skills and the confidence to engage with C-level executives, apply today!</p><p> </p><p><strong>Responsibilities</strong>:</p><ul><li>Support team with venture fund stock distributions</li><li>Handle end-to-end restricted stock settlements, from initial distribution to final proceeds</li><li>Notify participants with distribution details</li><li>Generate reports on distribution outcomes for venture-backed companies</li><li>Process stock sale orders from limited partners</li><li>Liaise with legal counsel to coordinate required opinions</li><li>Provide timely updates and reports to the Manager</li><li>Flag and escalate issues</li><li>Manage client requests related to distributions (e.g., fund transfers, check processing, address updates)</li><li>Distribute daily operations reports</li><li>Perform daily money movement requests</li></ul>
<p>A high-growth tech company is seeking a contract Legal Operations Specialist to support its Litigation & Regulatory Compliance function. This professional will play a key role in implementing updated Law Firm Billing and Practice Guidelines, improving internal legal billing processes, and partnering cross-functionally with Legal and Finance to monitor, forecast, and manage legal spend. This is a great opportunity for a legal operations professional with strong legal billing systems experience (especially Brightflag) and a passion for improving processes and building scalable infrastructure.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Roll out and implement updated Law Firm Billing and Practice Guidelines across internal teams and outside counsel</li><li>Collaborate with Legal and Finance to manage budgets, accruals, forecasting, and spend reporting</li><li>Drive improvements to legal billing operations, including invoice review workflows, vendor compliance, and system optimization</li><li>Monitor legal spend and support financial planning activities related to outside counsel management</li><li>Serve as a primary point of contact for billing software troubleshooting, vendor billing questions, and data accuracy</li><li>Ensure accuracy and compliance in all billing-related submissions and processes</li></ul><p><br></p>
<p>A global technology company is seeking a proactive and highly organized Legal Operations & Employment Relations Specialist to support its Employment Legal and Employee Relations teams. This fully remote, long-term contract role sits at the intersection of Legal and HR and is ideal for someone who thrives in fast-paced environments, manages cross-functional initiatives with ease, and has hands-on experience supporting legal and employee relations workflows. The ideal candidate will be responsible for managing projects, building trackers, processing contracts, handling document collection and organization, tracking compliance, and coordinating administrative tasks. This role requires a high level of discretion, strong organizational skills, and the ability to communicate effectively with internal teams and external partners, including law firms and vendors. Candidates must be comfortable handling sensitive matters and managing multiple workstreams related to litigation, compliance, and internal policy processes.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Drive project execution across legal and ER initiatives: build trackers, create timelines, and follow up on deliverables</li><li>Coordinate internal trainings and compliance events (e.g., Respectful Workplace training logistics)</li><li>Manage contract workflows and revisions in Coupa; support vendor onboarding and customization</li><li>Collect, organize, and securely transfer sensitive documentation (e.g., demand letters, discovery, case records)</li><li>Track litigation deadlines, follow up on outside counsel invoices, and support investigation audits</li><li>Prepare professional slide decks and presentation materials for internal use</li><li>Schedule and coordinate meetings, interviews, depositions, and cross-functional check-ins</li><li>Maintain discretion while handling confidential legal and employee relations documentation</li></ul><p><br></p>
<p><strong>Jennifer Fukumae at Robert Half</strong> is teaming up with a well-established <strong>wealth management and investment firm</strong> that brings together deep expertise, national scale, and the personalized service of a boutique advisor. They work with individuals, families, and institutions—offering a full suite of financial solutions tailored to each client’s goals.</p><p>They're looking for a <strong>Trade Operations Specialist</strong> to support a high-performing <strong>Private Wealth team</strong>—one that works hand-in-hand with <strong>venture capital firms and institutional partners like Goldman Sachs and Merrill Lynch.</strong> It’s a dynamic seat at the table where finance, precision, and client service collide.</p><p><br></p><p><strong>💼 Trade Operations Specialist – Private Wealth Team / Venture Capital</strong></p><p>📍 Location: San Francisco; Onsite Requirement 🕒 Market Hours: 6:30 AM – 3:00 PM</p>
<p>A global technology company is seeking a proactive and highly organized Legal Operations & Employment Relations Specialist to support its Employment Legal and Employee Relations teams. This fully remote, long-term contract role sits at the intersection of Legal and HR and is ideal for someone who thrives in fast-paced environments, manages cross-functional initiatives with ease, and has hands-on experience supporting legal and employee relations workflows. The ideal candidate will be responsible for managing projects, building trackers, processing contracts, handling document collection and organization, tracking compliance, and coordinating administrative tasks. This role requires a high level of discretion, strong organizational skills, and the ability to communicate effectively with internal teams and external partners, including law firms and vendors. Candidates must be comfortable handling sensitive matters and managing multiple workstreams related to litigation, compliance, and internal policy processes.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Drive project execution across legal and ER initiatives: build trackers, create timelines, and follow up on deliverables</li><li>Coordinate internal trainings and compliance events (e.g., Respectful Workplace training logistics)</li><li>Manage contract workflows and revisions in Coupa; support vendor onboarding and customization</li><li>Collect, organize, and securely transfer sensitive documentation (e.g., demand letters, discovery, case records)</li><li>Track litigation deadlines, follow up on outside counsel invoices, and support investigation audits</li><li>Prepare professional slide decks and presentation materials for internal use</li><li>Schedule and coordinate meetings, interviews, depositions, and cross-functional check-ins</li><li>Maintain discretion while handling confidential legal and employee relations documentation</li></ul><p><br></p>
We are looking for an experienced Payroll Specialist to join our team in San Francisco, California. This is a contract position that requires a detail-oriented individual to manage payroll operations for multiple entities in the construction industry. The ideal candidate will have a strong background in union and certified payroll processes, as well as familiarity with industry-specific software.<br><br>Responsibilities:<br>• Process weekly payroll for union employees and bi-weekly payroll for administrative staff.<br>• Manage payroll operations across three affiliated companies with shared employees.<br>• Ensure accurate timesheet auditing and oversee overtime calculations.<br>• Handle onboarding tasks, including setting up new hires within payroll systems.<br>• Utilize Foundation software to maintain payroll records and ensure compliance.<br>• Coordinate with outsourced payroll tax services to meet regulatory requirements.<br>• Monitor payroll schedules and resolve discrepancies in a timely manner.<br>• Support growth initiatives by adapting payroll processes to accommodate increasing headcount.
<p>We are seeking a dedicated <strong>Contract Lifecycle Management Specialist</strong> to lead efforts in organizing and implementing our client's organization's new Contract Lifecycle Management (CLM) system. In this role, you will work closely with various departments to gather, centralize, and manage existing contracts, ensuring they are accurately uploaded into the CLM system with associated metadata. You will also be responsible for training staff on system usage and creating long-term process documentation to sustain system operations effectively. The ideal candidate is detail-oriented, experienced in enterprise content management or CLM systems, and has the ability to build strong cross-departmental relationships. This position offers a unique opportunity to work in the healthcare industry, contributing to impactful initiatives. The Contract Lifecycle Management Specialist will be on hybrid schedule in Fremont, CA on a long term contract basis.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li><strong>Contract Organization:</strong> Identify, gather, and centralize contracts across departments into the new CLM system.</li><li><strong>Metadata Management:</strong> Ensure contracts are accurately tagged and associated with relevant metadata for streamlined retrieval and compliance.</li><li><strong>Training Coordination:</strong> Provide system training to contract owners and managers, helping them understand system capabilities.</li><li><strong>Documentation Creation:</strong> Develop process documentation, training materials, and long-term operational guides to support continued system use.</li><li><strong>Collaboration:</strong> Work closely with analysts, legal departments, and other stakeholders to organize content, ensure compliance, and sustain system effectiveness.</li></ul><p><br></p>
<p>We are offering an exciting opportunity for an Accounting Specialist in Scotts Valley, California. This role is crucial in our team, handling a range of tasks from processing invoices to maintaining accurate credit records for our customers. You'll be a vital part of our team, ensuring our financial operations run smoothly and efficiently.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Efficient and accurate processing of customer invoices.</p><p>• Maintaining precise records of Accounts Receivable (AR) and Accounts Payable (AP).</p><p>• Handling account reconciliation tasks with a keen eye for detail.</p><p>• Effectively using Microsoft Excel and QuickBooks for various accounting tasks.</p><p>• Conducting data entry tasks as required, ensuring accuracy at all times.</p><p>• Executing billing procedures, ensuring all transactions are recorded correctly.</p><p>• Utilizing ADP - Payroll to manage payroll processes.</p><p>• Ensuring all financial data is up-to-date and accurate, contributing to the overall efficiency of the financial operations.</p><p><br></p><p>Posted by Recruiting Director Scott Moore</p>
<p>Our Tech client is looking for a Sr Marketing Specialist - SWAG, remote, 10-20hr/wk, 6 months. In this role, you will support swag request project management, stakeholder management, and swag fulfillment.</p><p> </p><p>Responsibilities:</p><p><strong>Optimize and Expand Swag Operations:</strong></p><ul><li>Develop and enhance our swag program by strengthening relationships with approved global vendors and ensuring efficient production, warehousing, and 3PL logistics. Identify and implement methods to improve scalability, streamline operations, and reduce costs, transitioning to a partially self-serve model for internal teams. Collaborate with cross-functional teams to identify opportunities for further expansion.</li></ul><p><strong>Define Swag Strategy and Recipient Experience:</strong></p><ul><li>Partner with leadership to build and align on a cohesive swag strategy that amplifies recipient experience. This includes expanding the current essentials catalog, engaging with vendors that reflect the company's brand values, and evaluating enhanced packaging and logistics options.</li></ul><p><strong>Curate and Source Cohort-Specific Swag:</strong></p><ul><li>Work with cross-functional stakeholders to determine swag needs for various audience cohorts. Oversee the sourcing process to ensure high-quality, brand-aligned items, while maintaining compliance with vendor standards and quality control.</li></ul><p><strong>Manage Design Execution and Decoration Techniques:</strong></p><ul><li>Collaborate with the internal brand design team to ensure proper design placement, application, and consistent on-brand presentation across all branded merchandise. Suggest ideal decoration techniques suited to specific items and materials.</li></ul><p><strong>Coordinate Branded Packaging Solutions:</strong></p><ul><li>Execute packaging solutions aligned with overarching brand standards to enhance the unboxing experience. Ensure packaging reinforces strategic branding goals and creates a memorable impression.</li></ul><p><strong>Premium Branded Products, Event Assets & Coordination:</strong></p><ul><li>Develop and lead strategies for premium branded items and event materials that align with marketing campaigns.</li><li>Act as the primary point of contact for briefing vendors on event-related swag strategy.</li><li>Collaborate with design, product, and leadership teams to ensure brand uniformity across event assets like booths, signage, giveaway materials, and other branded items.</li><li>Manage timelines, budgets, and vendor relationships to ensure seamless delivery of high-quality, on-brand assets for events.</li></ul>
<p>We are looking for a detail-oriented Payroll Specialist to join our team in Berkeley, California. In this role, you will be responsible for ensuring accurate and timely payroll processing while maintaining compliance with company policies and regulations. This position requires a strong understanding of payroll systems and accounting functions to support the organization’s financial operations effectively.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Enters, verifies, and maintains timecard data in the payroll system.</li><li>Assists supervisors with employee timecard scheduling.</li><li>Tracks and monitors time reporting, including leave, overtime, holidays, and callouts.</li><li>Provides timecard procedure training for new and existing employees.</li><li>Reviews and audits payroll journals; corrects errors as needed.</li><li>Supports payroll verification for new hires, current, and former employees.</li><li>Helps process and distribute regular and off-cycle paychecks (e.g., meal overtime).</li><li>Generates and distributes payroll reports (manpower, employee listings, overtime, etc.) on a regular basis.</li><li>Assists with attendance tracking and absence management.</li><li>Manages fatigue reporting and maintains exception records in the database.</li><li>Updates and maintains payroll procedures manual and local pay practices documentation.</li><li>Prepares annual vacation packages, templates, and related communications.</li><li>Assists employees with expense reports and per diem requests.</li><li>Manages office supply inventory and orders as needed.</li><li>Responds to payroll-related inquiries via walk-in, phone, and email.</li><li>Performs other administrative or payroll-related duties as assigned.</li></ul>
<p>Our well-established healthcare client is seeking an Accounts Payable Specialist to support them for the next 10-12 months to assist with their Accounts Payable functions in Workday.</p><p><br></p><p><strong>Title: </strong>AP Specialist</p><p><strong>Location:</strong> Remote (Must be willing to work PST hours)</p><p><strong>Job status:</strong> Full-time, 40 hrs/ week</p><p><br></p><p><strong>Job Description</strong></p><p>• Handle the processing of all invoices received for payment in an accurate, efficient and timely manner (high-volume).</p><p>• Manage vendor relationships and build effective partnerships.</p><p>• Perform monthly reconciliations of assigned accounts.</p><p>• Assist in the migration of data to Workday, ensuring accuracy and efficiency.</p><p>• Use your skills in Accounts Payable (AP), Month End Close, and Vendor Account management to enhance the efficiency of our operations.</p><p>• Collaborate with other team members to complete duties as needed.</p><p>• Help the team with the month-end and year-end close process.</p><p>• Maintain accurate historical records by filing documents physically and digitally.</p><p>• Prepare reports detailing accounts payable status. </p><p>• Assist in streamlining and improving the accounts payable process.</p>
<p>We’re looking for an Accounts Receivable Specialist to support a fast-growing company in Mountain View on a contract-to-hire basis. This role is perfect for someone who is highly detail-oriented, communicative, and comfortable managing invoicing, collections, and reconciliations in a high-volume setting. You’ll work closely with finance and operations teams to ensure timely and accurate revenue tracking and cash flow.</p><p><strong> </strong></p><p><strong>Key Responsibilities</strong></p><ul><li>Generate and issue accurate invoices to customers based on contracts and service agreements</li><li>Monitor accounts to identify outstanding balances and follow up on overdue payments</li><li>Apply customer payments and reconcile discrepancies between payments and invoices</li><li>Communicate professionally with clients regarding billing questions or disputes</li><li>Maintain aging reports and provide regular updates on AR status to management</li><li>Support cash application and assist with revenue recognition as needed</li><li>Assist with month-end close, AR reporting, and audit preparation</li><li>Help improve AR processes and documentation for internal controls</li><li><strong>QuickBooks Online</strong> or <strong>NetSuite</strong> for accounting</li><li><strong>Bill.com</strong> and <strong>Ramp</strong> for payables and expense tracking</li><li><strong>Expensify</strong>, <strong>Brex</strong>, or <strong>Airbase</strong> for employee reimbursements and credit card management</li><li><strong>Gusto</strong> or <strong>ADP</strong> familiarity is a plus (for crossover with payroll)</li></ul>
<p>We are looking for an experienced Accounts Receivable Specialist to join our team on a contract basis in Napa, California. In this role, you will oversee critical revenue processes, including invoicing, payment tracking, and reconciliation, ensuring accuracy and compliance with financial regulations. This is an exciting opportunity to contribute to a dynamic organization in the wine industry while leveraging your expertise in financial systems and reporting tools.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and issue invoices to customers, ensuring accuracy and timeliness in billing processes.</p><p>• Monitor incoming payments, track overdue accounts, and follow up with clients to reduce outstanding balances.</p><p>• Record and reconcile financial transactions, maintaining accurate customer accounts and resolving discrepancies.</p><p>• Utilize QuickBooks Enterprise to manage customer records and generate financial reports.</p><p>• Create detailed financial reports and perform trend analysis using advanced Excel functions, such as pivot tables.</p><p>• Collaborate with internal teams to address billing issues, resolve payment disputes, and improve customer satisfaction.</p><p>• Assist in month-end closing processes, including aging report preparation and accounts receivable reconciliations.</p><p>• Identify opportunities for process improvements and propose solutions to enhance accounts receivable operations.</p><p>• Ensure compliance with company policies and financial regulations in all accounts receivable activities.</p>
<p>We are looking for a skilled Medical Billing Specialist to join our healthcare team in French Camp, California. In this long-term contract role, you will be responsible for overseeing the billing and collections process to ensure accuracy and efficiency. This position offers an opportunity to apply your expertise in medical billing systems, claims processing, and team leadership within a dynamic healthcare environment.</p><p><br></p><p>Responsibilities:</p><p>• Supervise daily operations of the billing and collections team to ensure timely and accurate claims processing.</p><p>• Analyze workflows and implement strategies to enhance productivity and improve reimbursement rates.</p><p>• Address and resolve complex billing issues, including denials, appeals, and system discrepancies.</p><p>• Collaborate with insurance providers, internal departments, and external stakeholders for effective communication and resolution.</p><p>• Train team members on billing policies, regulatory updates, and compliance standards.</p><p>• Audit claims such as UB-04 and CMS-1500 forms to ensure accuracy and adherence to payer requirements.</p><p>• Monitor account balances and prepare detailed reports on billing and collections performance.</p><p>• Utilize billing systems and tools to optimize cash posting and collections processes.</p><p>• Stay updated on Medicare, Medicaid, and commercial insurance regulations to ensure compliance.</p><p><br></p><p>For immediate consideration please call 209-225-2014</p>
<p><strong>Job Posting: Accounts Payable Clerk </strong></p><p><strong>Employment Type:</strong> Contract</p><p><strong>Pay Rate:</strong> $24 - $ 30 hourly</p><p> </p><p> </p><p><strong>About the Role:</strong></p><p>Are you detail-oriented, organized, and experienced in managing accounts payable processes? Robert Half is seeking an experienced <strong>Accounts Payable Clerk</strong> with proficiency in <strong>QuickBooks</strong> and/or <strong>Sage</strong> to join our client's accounting team. In this role, you will be responsible for ensuring accurate and timely processing of vendor invoices and payments while supporting the smooth operations of the accounting department.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Manage accounts payable transactions, including processing invoices and verifying supporting documentation.</li><li>Complete weekly payment runs (check, ACH, and wire payments).</li><li>Reconcile vendor accounts and resolve discrepancies in a timely manner.</li><li>Enter and maintain accurate records in <strong>QuickBooks</strong> and/or <strong>Sage</strong> accounting software.</li><li>Monitor and follow up on any outstanding accounts payable issues or unpaid invoices.</li><li>Assist in maintaining proper documentation by filing invoices, approval forms, and payment records.</li><li>Ensure compliance with company policies, procedures, and relevant regulations related to accounts payable.</li><li>Assist with month-end closing processes, including accounts reconciliation.</li><li>Respond to vendor inquiries and build strong relationships with suppliers.</li></ul><p><br></p>
<p><strong>Job Posting: Accounts Payable Clerk </strong></p><p><strong>Employment Type:</strong> Contract</p><p><strong>Pay Rate:</strong> $24 - $ 30 hourly</p><p> </p><p> </p><p><strong>About the Role:</strong></p><p>Are you detail-oriented, organized, and experienced in managing accounts payable processes? Robert Half is seeking an experienced <strong>Accounts Payable Clerk</strong> with proficiency in <strong>QuickBooks</strong> and/or <strong>Sage</strong> to join our client's accounting team. In this role, you will be responsible for ensuring accurate and timely processing of vendor invoices and payments while supporting the smooth operations of the accounting department.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Manage accounts payable transactions, including processing invoices and verifying supporting documentation.</li><li>Complete weekly payment runs (check, ACH, and wire payments).</li><li>Reconcile vendor accounts and resolve discrepancies in a timely manner.</li><li>Enter and maintain accurate records in <strong>QuickBooks</strong> and/or <strong>Sage</strong> accounting software.</li><li>Monitor and follow up on any outstanding accounts payable issues or unpaid invoices.</li><li>Assist in maintaining proper documentation by filing invoices, approval forms, and payment records.</li><li>Ensure compliance with company policies, procedures, and relevant regulations related to accounts payable.</li><li>Assist with month-end closing processes, including accounts reconciliation.</li><li>Respond to vendor inquiries and build strong relationships with suppliers.</li></ul><p><br></p>
<p>We are looking for an experienced HR/Payroll Specialist to join our collaborative team. In this role, you will take ownership of payroll processes and contribute to optimizing workflows as part of a growing organization. This is a long-term contract opportunity ideal for someone who thrives in a dynamic and team-oriented environment.</p><p><br></p><p>Responsibilities:</p><p>• Administer full-cycle bi-weekly payroll processes using Workforce Now, ensuring accuracy for hourly and salaried employees.</p><p>• Review and verify payroll data to maintain compliance with company policies and labor laws.</p><p>• Collaborate with HR to manage seasonal employee ramp-ups and transitions.</p><p>• Develop and refine payroll workflows to improve operational efficiency.</p><p>• Stay updated on payroll regulations and best practices to ensure adherence.</p><p>• Support the Director of People Operations in managing payroll for a workforce of 120 employees, scaling to 150 during peak seasons.</p><p>• Provide assistance in maintaining and troubleshooting HR systems, including Workforce Now.</p><p>• Act as a key resource for payroll-related inquiries within the HR team.</p>
<p>A well-established construction equipment supplier based in San Leandro, CA is seeking a Contract Review Specialist to support its in-house legal and operational teams. This role is offered on a contract-to-hire basis, with the goal of full-time conversion pending mutual fit. This candidate will be responsible for reviewing a high volume of legal documents, including customer and vendor contracts, and recommending changes to mitigate risk—specifically related to payment terms, indemnification, limitation of liability, and damages. This role includes reviewing agreements tied to infrastructure and facilities operations, including service contracts related to large-scale equipment installation and data center environments. The ideal candidate brings strong redlining experience, excellent attention to detail, and thrives in a fast-paced, team-oriented environment.</p><p><br></p><p><strong><u>Responsibilities: </u></strong></p><p>• Review customer contracts across formal, short form, and annual agreements.</p><p>• Draft, revise, and redline a wide range of contracts including NDAs, Sales Agreements, Purchase Orders, Consulting Agreements, Master Sales Agreements, Rental Agreements, and Service Agreements.</p><p>• Review Dealer/Distribution Agreements (resellers, agents, joint marketing) and Commercial/Public Sector Contracts (Federal, State, and Local bids).</p><p>• Recommend contract modifications related to payment terms, indemnification, insurance requirements, limitation of liability, warranty/guarantee language, and damages.</p><p>• Review infrastructure-related and vendor contracts, including those supporting data center operations and large-scale equipment projects.</p><p>• Collaborate with internal stakeholders and customers to resolve differences, including coordination with legal, insurance, and risk teams.</p><p>• Provide redlined recommendations and, when needed, negotiate directly with external parties until agreement is reached.</p><p>• Maintain comprehensive contract records and documentation including correspondence, customer contact sheets, change logs, and status reports.</p><p>• Ensure contract terms adhere to broader risk policies including revenue recognition, pricing, discounting, and export controls.</p><p><br></p>
<p>We are looking for a detail-oriented and organized Specialist Clerk to join our administrative team in Oakland, California. This is a long-term contract position where you will play a crucial role in supporting office operations by performing advanced clerical tasks, coordinating activities, and ensuring adherence to established policies and procedures. The ideal candidate will thrive in an organized environment and demonstrate excellent decision-making and problem-solving skills.</p><p><br></p><p>Responsibilities:</p><p>• Coordinate and oversee various clerical activities to ensure smooth office operations.</p><p>• Prepare and manage reports, including cost analysis and expenditure summaries, on a regular basis.</p><p>• Maintain accurate records and filing systems while ensuring confidentiality and compliance with policies.</p><p>• Communicate effectively with internal teams, vendors, and external organizations to gather and relay information.</p><p>• Order and track medical, pharmaceutical, office, and other necessary supplies and equipment.</p><p>• Assist in planning and organizing departmental activities, ensuring alignment with organizational goals.</p><p>• Utilize standard office software, including Microsoft Excel and PowerPoint, to perform data entry and create presentations.</p><p>• Perform ad hoc financial and administrative tasks as needed to support the team.</p><p>• Provide guidance and supervision to entry-level staff, ensuring adherence to quality standards.</p><p>• Uphold appropriate behavior in accordance with organizational policies and procedures.</p><p><br></p><p>If you are interested in this role please apply and immediately call us at (510) 470-7450</p>
<p><strong>NOTE: Please apply here & send your resume via LinkedIn to notify me about your submission!</strong></p><p> </p><p><strong>LinkedIn: Jonathan Christian (JC) del Rosario</strong></p><p><br></p><p>A respected, multi-disciplinary financial services firm is seeking a <strong>Family Office Accounting Manager</strong> to join its Family Office Services team. This role is ideal for a detail-oriented, client-focused individual who enjoys working in a collaborative environment and supporting the financial needs of high-net-worth individuals and families.</p><p><br></p><p>The firm provides comprehensive financial services, including investment advisory, estate planning support, and personalized financial operations. The organization values long-term client relationships, continuous improvement, and a strong culture of integrity, inclusion, and growth.</p><p><br></p><p><strong>Position Overview</strong></p><p>As a Family Office Accounting Manager, you will oversee and execute financial operations for complex client structures, including trusts, partnerships, and LLCs. This role requires a balance of accounting expertise and relationship management, ensuring each client receives accurate, timely, and thoughtful financial support.</p><p>You’ll collaborate with internal teams, external advisors, and clients to manage budgets, reporting, bill payment, and banking strategies. The position offers the opportunity to shape processes and contribute to a high-performing, service-oriented culture.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Act as a key point of contact for clients, maintaining strong, responsive relationships</li><li>Assist clients with budgeting, forecasting, and monitoring cash flow</li><li>Partner with internal bookkeeping staff to ensure timely and accurate recordkeeping</li><li>Prepare and deliver monthly and quarterly financial reports tailored to client needs</li><li>Oversee bill pay and accounts receivable processes across a variety of entity types (e.g., trusts, LLCs, partnerships)</li><li>Evaluate banking, lending, and treasury solutions to meet evolving client objectives</li><li>Work with internal specialists in investment, tax, and estate planning to provide coordinated, holistic financial support</li><li>Contribute to operational process improvements and cross-functional firm initiatives</li></ul><p><strong>Compensation & Benefits</strong></p><ul><li>Competitive base salary with performance-based bonus potential</li><li>Comprehensive health, dental, and vision coverage</li><li>401(k) plan with employer matching</li><li>Flexible time off, including sabbatical eligibility</li><li>Hybrid work model promoting work-life integration</li><li>Inclusive and collaborative culture committed to ongoing development</li></ul>
<p>We are looking for a detail-oriented Payroll Specialist to join our team in San Mateo, California. This role involves managing payroll operations across multiple business units, ensuring accuracy and compliance with federal, state, and local regulations. The ideal candidate will have extensive experience in payroll systems, benefit administration, and maintaining California Payroll laws and confidentiality.</p><p><br></p><p>Responsibilities:</p><p>• Process weekly and bi-weekly payrolls for hourly and salaried employees across multiple states.</p><p>• Maintain and update employee payroll and HR records with accuracy and confidentiality.</p><p>• Manage employee changes, including wage garnishments and benefit requests, in payroll systems.</p><p>• Conduct audits and reconciliations to ensure precise payroll processing.</p><p>• Coordinate with service providers to ensure timely filing and funding of federal, state, and local taxes.</p><p>• Administer benefit programs, including monthly reconciliations and tracking benefit time logs.</p><p>• Prepare and submit required payroll reports.</p><p>• Act as a liaison with external benefits providers, including health, dental, vision, and retirement plans.</p><p>• Safeguard and organize payroll-related documentation to maintain compliance.</p><p>• Perform periodic audits of HR files, ensuring all required documents are properly filed.</p>
<p>We are in search of a Non-Profit AP Specialist level candidate to become an integral part of our team in the non-profit sector. Based in Daly City, California, the role involves handling both Accounts Payable and Accounts Receivable functions to ensure the smooth operation of financial activities. This successful candidate will have the opportunity to learn more Finance functions down the road.</p><p><br></p><p>Responsibilities:</p><p>• Accurately process and oversee all facets Accounts Payable operations and handle reconciliations of several credit cards.</p><p>• Utilize your skills in QuickBooks to register financial transactions, including the issuance of checks and the processing of ACH payments.</p><p>• Contribute to financial forecasting and grant reporting by supplying precise and prompt financial data.</p><p>• Keep financial records and documentation organized and current.</p><p>• Engage with donors, vendors, and suppliers as necessary to address payment or invoice concerns.</p><p>• Uphold compliance with all pertinent financial regulations and guideline</p>
<p>We are looking for a dedicated and detail-oriented Accounts Payable Manager to oversee all aspects of international accounts payable operations. This long-term contract position is based in San Jose, California, and offers an excellent opportunity to lead a team and drive process improvements within a dynamic organization. The ideal candidate will excel in managing vendor relationships, ensuring compliance, and contributing to financial reporting and audits.</p><p><br></p><p>Responsibilities:</p><p>• Lead and manage the complete accounts payable process, including invoice processing, payment runs, vendor communications, and expense reporting.</p><p>• Supervise and mentor a team of accounts payable specialists, fostering their growth and ensuring operational excellence.</p><p>• Ensure timely and accurate processing of invoices while adhering to company policies and compliance standards.</p><p>• Oversee the month-end close activities for accounts payable, including preparing accruals, reconciliations, and financial reports.</p><p>• Collaborate with Procurement, Receiving, and Treasury teams to address discrepancies and enhance the Procure-to-Pay (P2P) cycle.</p><p>• Prepare and provide documentation for audits, responding to inquiries related to accounts payable operations.</p><p>• Manage vendor records, ensuring compliance with W-9 and 1099 requirements, and oversee annual 1099 filings.</p><p>• Monitor cash disbursements and contribute to cash forecasting in partnership with the Treasury department.</p><p>• Identify opportunities for process improvements and implement strategies to optimize accounts payable workflows.</p>
