<p>Robert Half's client in Walnut Creek, CA is seeking a contract-to-hire Administrative Assistant. The Assistant will provide support for all programs by enforcing policies and assisting with implementation of the programs. This role will work collaboratively with Senior Programs Associate; Programs Associates and State Chairs. The focus will be on providing support to all stakeholders throughout the year. </p><p><br></p><p>Administrative Assistant Responsibilities:</p><p>• Knowledgeable on all company Programs Policies and Procedures </p><p>• Provide phone support to teachers, parents and students</p><p>• Provide customer support in Zendesk</p><p>• Provide back up to Administrative Assistant with materials sales</p><p>• Create technical documents and support tools</p><p>• Assist with certificate organization and distribution</p><p>• Assist with the facilitation of in person and online Certificate of Merit testing</p><p>• Review all program materials for Convention in hardcopy and digital forms</p><p>• Assist with membership renewals customer service (seasonally) </p><p>• Assist with Membership Department’s archiving project</p><p><br></p><p>Requirements:</p><p>• Travel to Certificate of Merit and other Program testing locations</p><p>• Travel to the annual Convention every year on or around Fourth of July</p><p>• Overtime required during the Convention Week</p><p>• Overtime required on weekends during the months of January, February and March</p><p>QUALIFICATIONS AND EDUCATION REQUIREMENTS</p><p>• BA in English, Business or related field a plus</p><p>• Excellent written and verbal communication skills</p><p>• Proficiency in Microsoft Office, Zendesk, and Google Docs</p><p>• Experience with databases</p><p>PREFERRED SKILLS</p><p>• Time management skills</p><p>• Experience with Project Management software</p><p>• Able to work collaboratively and independently</p><p><br></p><p>If you are interested in this Administrative Assistant position, submit your resume today!</p>
<p><strong>Jennifer Fukumae</strong> is partnering with a long-standing venture capital firm in Silicon Valley. They are seeking an <strong>Accounts Payable Supervisor</strong> to join their finance team on <strong>hybrid basis in Palo Alto.</strong> This individual will oversee the accounts payable function across both the venture capital firm. This is an excellent opportunity for someone who thrives in a dynamic environment, enjoys collaborating across teams, and brings a high level of professionalism and attention to detail to their work.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Supervise the accounts payable process for both the firm and family office.</li><li>Manage ACH, wire transfers, and check payments, ensuring accuracy and timeliness.</li><li>Record transactions in the ledger and maintain proper documentation.</li><li>Oversee 1099 reporting and related compliance.</li><li>Review and process physical checks as needed.</li><li>Collaborate with internal teams and external vendors to resolve AP inquiries.</li><li>Support ongoing improvements to AP systems and processes, including system implementation projects.</li></ul>
<p>Robert Half is seeking a results-driven Billing Analyst with a strong background in accounts receivable (AR), aging analysis, and billing operations to join our client’s dynamic team. As a Billing Analyst, you will play a critical role in ensuring the financial health and accuracy of the organization’s revenue cycle through efficient and detailed billing and reconciliation processes.</p><p><br></p><p>In this role, the ideal candidate will oversee and maintain accurate aging reports, streamline billing operations, and collaborate with cross-functional teams to resolve discrepancies. Strong attention to detail, analytical skills, and the ability to prioritize tasks in a deadline-driven environment are key to success.</p><p><br></p><ul><li>Oversee the AR process by accurately posting payments, reconciling accounts, and managing outstanding balances for improved cash flow.</li><li>Regularly update and review accounts receivable aging reports to monitor delinquent accounts, reduce overdue balances, and provide actionable insights to stakeholders.</li><li>Ensure accurate and timely preparation of customer invoices, credit memos, and billing adjustments, in alignment with agreed-upon terms and contracts.</li><li>Reconcile discrepancies between payments received and invoices by working closely with AR teams and customers to ensure proper account resolution.</li><li>Communicate with customers regarding outstanding invoices and provide efficient support to resolve any billing-related issues.</li><li>Generate detailed monthly and quarterly reports summarizing AR trends, billing metrics, and collection efforts to support cash forecasting.</li><li>Ensure all billing and AR functions comply with organizational policies, audit requirements, and financial regulations</li></ul><p><br></p>
<p>Robert Half is recruiting a Litigation Secretary for our international law firm client in downtown San Francisco (hybrid telecommute remotely 2 days/wk) with a leading commercial litigation practice. To qualify, candidates should have at least 5 years of experience formatting and finalizing pleadings for e-filing (or manual) in Federal & state courts, tables of contents (TOC's) and tables of authorities (TOA's), case management, trial preparation and procedure, discovery and large document productions, and calendaring. Technically, candidates should ideally be proficient in MS Office Suite (Word, Outlook, and Excel), PC Docs, and PDF/Adobe. Soft skills required include detail-oriented, very organized, excellent verbal/written communication, dependable, timely, efficient, and team player.</p><p><br></p><p>This is a direct-hire opportunity and hours are 37.5 per week (sometimes overtime). Our prestigious client is offering a base salary of $90,000 - 120,000/yr, DOE, employment benefits (including 401k Plan with Firm contributions), and 20 days PTO and 10 firm holidays. For confidential consideration, please email resume to Jon Lucchese, VP - Permanent Placement Services Practice, at jon.lucchese‹at›roberthalf‹dot›com . Thank you!</p>
<p>We’re Hiring an Entry Level Staff Accountant in Oakland, CA!</p><p>If you’re looking to kickstart your accounting career with a fantastic team, you’ve just stumbled upon the role for you!</p><p> </p><p>Who We Are:</p><p>We’re a fast-paced, fun-loving company where numbers matter—but so do you! Think of us as a delightful blend of spreadsheets and smiles—yes, it’s possible.</p><p> </p><p>What You'll Be Doing:</p><ul><li>Playing detective with accounts payable: sorting invoices, verifying accuracy, and preparing payments like the responsible financial person you are!</li><li>Generating customer invoices and tracking incoming payments—seeing money come in is pretty satisfying!</li><li>Assisting with bank reconciliations and other cash transactions </li><li>Collaborating with your squad to knock month-end closing activities out of the park.</li></ul><p><br></p>
<p>Robert Half Consulting is seeking a <strong>Full-Charge Bookkeeper</strong> to support clients with full-cycle accounting, reconciliations, and comprehensive account management. We’re looking for a professional with strong knowledge of GAAP, excellent communication skills, and a proactive, solution-oriented approach. If you excel in end-to-end bookkeeping, enjoy solving challenges, and thrive on attention to detail, we want to hear from you!</p><p><br></p><p>To apply, Connect with me on <strong>LinkedIn</strong> (Tawnia Kirshen) and send your resume directly to my email listed there. I look forward to connecting!</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Manage full-cycle Accounts Payable and Accounts Receivable</li><li>Verify, allocate, and post financial transactions accurately</li><li>Maintain and balance the general ledger in accordance with GAAP</li><li>Perform bank and credit card reconciliations</li><li>Handle month-end and quarter-end closing activities</li><li>Process payroll in a timely and accurate manner</li><li>Prepare financial reports by collecting, analyzing, and summarizing account information</li><li>Support additional accounting projects and initiatives as requested</li></ul>
We are looking for an Operations Specialist to join our team in Berkeley, California, on a long-term contract basis. This role offers an exciting opportunity to lead and optimize operational processes while managing key systems and platforms. The ideal candidate will bring expertise in order fulfillment, team leadership, and customer service excellence.<br><br>Responsibilities:<br>• Supervise and guide the Dealer and Customer Service Team to ensure exceptional service delivery.<br>• Manage order processing workflows, outbound logistics, and related operational systems.<br>• Utilize platforms such as Amazon Vendor Central and Walmart Supplier Link to oversee B2B operations.<br>• Collaborate with Sales, Marketing, and Operations teams to address and resolve order-related challenges.<br>• Develop team capabilities to handle complex customer and dealer requirements effectively.<br>• Drive process improvements to enhance efficiency and accuracy in operations.<br>• Maintain and update order management systems, ensuring data integrity and seamless operations.<br>• Monitor team performance metrics and implement strategies for continuous improvement.<br>• Coordinate with stakeholders to ensure timely resolution of customer inquiries and issues.<br>• Ensure compliance with company policies and industry standards in all operational activities.
<p>Robert Half Consulting is seeking a skilled <strong>Full-Charge Bookkeeper</strong> to support our clients with full-cycle accounting, reconciliations, and comprehensive account management. We’re looking for a dedicated professional with a strong grasp of GAAP, excellent communication abilities, and a proactive, solution-oriented mindset. If you thrive on attention to detail, enjoy solving complex challenges, and take pride in managing end-to-end bookkeeping, we want to connect with you!</p><p><br></p><p>To apply, Connect with me on <strong>LinkedIn</strong> (Tawnia Kirshen) and send your resume directly to my email listed there. I look forward to connecting!</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Manage full-cycle Accounts Payable and Accounts Receivable</li><li>Verify, allocate, and post financial transactions accurately</li><li>Maintain and balance the general ledger in accordance with GAAP</li><li>Perform bank and credit card reconciliations</li><li>Handle month-end and quarter-end closing activities</li><li>Process payroll in a timely and accurate manner</li><li>Prepare financial reports by collecting, analyzing, and summarizing account information</li><li>Support additional accounting projects and initiatives as requested</li></ul>
<p>We are eager to welcome a Legal Assistant/Paralegal to our trial team located in San Francisco, California. This role is essential within our industry and will involve a variety of tasks related to legal support and administration. </p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Assisting in the preparation of court filings, including briefs, declarations, exhibits, and proofs of service</p><p>• Drafting various legal documents such as pleadings and discovery responses</p><p>• Ensuring all legal deadlines and dates are accurately calendared and met</p><p>• Conducting comprehensive legal research and assisting with document review</p><p>• Communicating effectively with clients, court personnel, and vendors</p><p>• Organizing and maintaining both electronic and hard-copy case files</p><p>• Providing crucial support during legal proceedings such as depositions, trials, arbitrations and mediations</p><p>• Managing hearing, deposition, and trial binders for attorneys</p><p>• Utilizing various legal discovery and filing platforms such as Pacer, OneLegal, Relativity, Disco</p><p>• Assisting with additional administrative tasks and special projects as required</p><p>• Editing, proofreading, and formatting legal documents to meet firm and legal style requirements.</p>
<p>Join a dynamic team where you’ll take ownership of the full lifecycle of fixed assets and lease accounting. This role is ideal for a detail-oriented professional with a strong understanding of GAAP and ASC 842 standards, ready to lead, collaborate, and drive process improvements in a fast-paced environment.<strong> Interested? Contact Robyn at (707) 387-0299 to learn more!</strong></p><p><br></p><p><strong>What You’ll Do:</strong></p><ul><li>Manage all aspects of fixed asset and lease accounting, from acquisition to disposal</li><li>Ensure compliance with ASC 842 lease accounting standards</li><li>Reconcile, track, and report on owned and leased equipment</li><li>Prepare audit schedules and provide support during internal and external audits</li><li>Monitor capital expenditures to ensure alignment with approved budgets</li><li>Collaborate cross-functionally to enhance internal controls and streamline asset processes</li><li>Mentor and support the development of accounting team members</li><li>Identify opportunities for system improvements and process efficiencies</li><li>Deliver ad hoc financial analysis to support strategic business decisions</li></ul><p><br></p>
<p>We are looking for an IT Engineer to join our clients' team in San Francisco, California. In this role, you will play a vital part in delivering exceptional IT support and maintaining the productivity of users across the organization. You will also contribute to the configuration, implementation, and management of various cloud-based applications and tools, collaborating closely with the Systems Engineering team.</p><p><br></p><p>Responsibilities:</p><p>• Provide comprehensive IT support to ensure optimal user satisfaction and productivity.</p><p>• Assist in the configuration, implementation, and maintenance of SaaS applications and tools.</p><p>• Troubleshoot technical issues related to Mac and iOS endpoints, collaboration platforms, and networking systems.</p><p>• Manage and maintain cloud-based applications utilized across the organization.</p><p>• Collaborate with Systems Engineers on projects, progressively taking ownership of initiatives.</p><p>• Participate in on-call rotations and provide after-hours IT support as needed.</p><p>• Document and refine IT processes to ensure consistent improvements in workflows and practices.</p><p>• Test, configure, and deploy IT solutions in dynamic and fast-paced environments.</p><p>• Maintain and enhance AV and conference room technologies to support seamless communication.</p><p>• Establish clear expectations and prioritize tasks to ensure timely delivery of commitments.</p>
<p>POSITION SUMMARY</p><p>The role of HR Payroll Coordinator provides administrative support within the firm’s human resources department. This role fosters positive relationships between HR and employees, vendors, other business partners.</p><p><br></p><p>POSITION RESPONSIBILITIES</p><p>Provide essential support to HR operations including but not limited to, responding to employee and external inquiries; provide support in the areas of recruitment, payroll and benefits; HR file maintenance; audit support; onboarding and offboarding; HRIS support.</p><p><br></p><p>This contract position has a flexible schedule and will be based 100% on site, approximately 3-4 days/ 24-32 hours per week.</p><p><br></p><p>In this role, you will be supporting the HR director with payroll, assisting employees with open enrollment/benefit plan selection and providing general human resources assistance.</p><p><br></p><p>Experience with data entry, MS Office Suite and ADP and/or Paylocity, is preferred.</p>
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for a <strong>Reconciliations Accounting Manager</strong> at a <strong>thriving, financial institution</strong>. This is a full-time permanent role based in <strong>the East Bay </strong>with a flexible <strong>Hybrid</strong> schedule.</p><p> </p><p>With decades of success, this organization takes a personalized approach to financial advocacy and offers an incredible work environment.</p><p> </p><p><strong>Enjoy top-tier benefits</strong>, including exceptional medical, dental, and vision insurance, bonuses, and generous retirement contributions.<strong> Work-life balance is a priority</strong>, with an onsite fitness center, tuition reimbursement, loan discounts, and wellness incentives. Plus, their newly upgraded office and focus on skill development make this a fantastic place to grow your career.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Lead the end-to-end general ledger (GL) reconciliation process and governance strategy</li><li>Manage and mentor a team of internal professionals and outsourced resources</li><li>Drive automation and process efficiency using tools like BlackLine</li><li>Ensure timely, accurate reconciliations with a focus on resolving discrepancies</li><li>Oversee aged items, reserves, and write-offs in alignment with policy</li><li>Maintain and improve reconciliation checklists, documentation, and metrics</li><li>Partner with teams across operations, systems, and data to resolve issues</li><li>Act as a key liaison for auditors, regulators, and executive stakeholders</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p>Robert Half is seeking an experienced and detail-oriented <strong>Full-Time Engagement Professional - Senior Accountant</strong> to join our team. As a member of our esteemed Full-Time Engagement Professionals program, you will enjoy full-time employment with Robert Half while being deployed on diverse client assignments. Your expertise in accounting will enable you to play a critical role in managing client projects, providing interim support, and driving process improvements across a variety of industries.</p><p><br></p><p>For more information on this unique career position offered exclusively through Robert Half - please find my email on LinkedIn (Tawnia Kirshen) and email your resume directly. </p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Prepare and analyze financial statements, ensuring accuracy and compliance with GAAP and other regulatory standards.</li><li>Manage general ledger operations, including reconciliations, journal entries, and month-end/year-end closings.</li><li>Oversee accounting processes such as fixed assets, payroll, and accruals, ensuring timely and accurate reporting.</li><li>Provide guidance and support to clients during audits, including the preparation of audit schedules and documentation.</li><li>Identify opportunities for process improvement and implement best practices to enhance operational efficiencies.</li><li>Collaborate with cross-functional teams to support budgeting, forecasting, and financial analysis activities.</li><li>Assist with special projects, such as system implementations, policy updates, or mergers and acquisitions.</li></ul><p><br></p>
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for an<strong> Operations Manager</strong> at a boutique <strong>Wealth Management firm</strong>. This is a full-time permanent role based in <strong>San Mateo</strong>.</p><p><br></p><p>Join a well-established firm known for its personalized approach to financial planning, offering advisory services, 401(k) management, insurance, and brokerage accounts—all focused on long-term client relationships. Step into a leadership role where work-life balance, team culture, and client care come first. Be part of a collaborative team that values impact and relationships.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Lead client onboarding for a seamless experience</li><li>Manage account setups, transfers, and workflows</li><li>Assist clients with portals and planning tools</li><li>Prepare proposals, reports, and follow-ups</li><li>Maintain accurate client records in CRM systems</li><li>Support operations, compliance, and marketing activities</li><li>Oversee team tasks, training, payroll, and performance</li><li>Plan and execute client events, ensuring brand and compliance alignment</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p><strong>Senior Accounting Manager / Assistant Controller</strong></p><p><strong>Location:</strong> San Francisco, CA (4–5 days in office)</p><p><strong>Compensation:</strong> $160,000–$190,000 (DOE) + Bonus</p><p><br></p><p>A mission-driven private investment firm is seeking a <strong>Senior Accounting Manager / Assistant Controller</strong> to join its growing finance and accounting team in San Francisco. This is a unique opportunity to contribute to a firm that blends financial performance with social impact, particularly in the real estate sector focused on housing accessibility.</p><p><br></p><p><strong>About the Firm</strong></p><p>This premier organization has a national footprint and a strong track record of investing in real estate assets that support community development. With over $1 billion in assets under management and a collaborative team culture, the firm operates through joint ventures, direct acquisitions, and strategic partnerships. The team is lean, agile, and committed to excellence in both investment outcomes and operational execution.</p><p><br></p><p><strong>Position Overview</strong></p><p>Reporting to the Corporate Controller and working closely with the CFO, this role will be instrumental in enhancing internal and external financial reporting, supporting fund operations, and driving process improvements. You’ll collaborate across departments including Operations and Asset Management, and play a key role in managing audits, investor communications, and system implementations.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Oversee quarterly fund and property-level financial reviews</li><li>Ensure compliance with partnership agreements and reporting requirements</li><li>Lead quarterly reporting to limited partners, joint venture partners, and internal stakeholders</li><li>Support cash flow forecasting and liquidity planning</li><li>Collaborate with fund administrators and property managers</li><li>Manage post-acquisition prorations and onboarding processes</li><li>Drive improvements in accounting systems, policies, and procedures</li><li>Assist with treasury and cash management across multiple platforms</li><li>Document and refine financial policies and procedures</li></ul><p><strong>What You’ll Gain</strong></p><ul><li>Competitive salary and performance-based bonus</li><li>Opportunities for professional growth and leadership</li><li>A collaborative, entrepreneurial work environment</li><li>Office culture based in San Francisco’s Financial District (4 days/week)</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
<p><strong>Job Overview:</strong></p><p>We are seeking an experienced <strong>Accounts Payable (AP) Analyst</strong> to join our team at a leading medical company. This is a fully remote, full-time position that requires working in the Pacific Standard Time (PST) zone. The ideal candidate will possess strong expertise in <strong>Workday Financials</strong>, <strong>Power Automate</strong>, and <strong>advanced Excel</strong>, along with a proven track record of automating AP processes. If you're detail-oriented, analytical, and excel at streamlining workflows, we want to hear from you!</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li><strong>AP Process Management:</strong> Handle full-cycle accounts payable processing, including posting invoices, verifying transactions, reconciling accounts, and ensuring accurate and timely payments.</li><li><strong>Process Automation:</strong> Spearhead the automation of AP workflows using <strong>Power Automate</strong> and other tools, improving operational efficiency and reducing manual workload.</li><li><strong>Workday Expertise:</strong> Leverage extensive experience with <strong>Workday Financials </strong>to<strong> </strong>manage AP processes, reporting, and integrations effectively.</li><li><strong>Data Analysis and Reporting:</strong> Utilize <strong>advanced Excel skills</strong>, including pivot tables, VLOOKUPs, and macros, to analyze and report AP data to stakeholders.</li><li><strong>Vendor Management:</strong> Communicate with vendors to resolve invoice discrepancies, process payments, and maintain strong relationships.</li><li><strong>Compliance and Accuracy:</strong> Adhere to regulatory standards, internal controls, and company policies to ensure financial accuracy and data integrity.</li><li><strong>Collaboration:</strong> Work cross-functionally with finance, procurement, and other departments to align processes and procedures.</li></ul><p><br></p>
<p>Our client in Concord is seeking a Payroll Administrator to join their team on a <strong>temp-to-hire basis</strong>. This role is a great opportunity for a detail-oriented payroll professional who enjoys working with numbers, systems, and employee data in a fast-paced environment.</p><p><br></p><p>Key Responsibilities</p><ul><li>Process full-cycle payroll for hourly and salaried employees</li><li>Ensure accuracy of employee timecards, wage calculations, and deductions</li><li>Maintain payroll records and ensure compliance with state and federal regulations</li><li>Assist with onboarding, payroll setup, and employee changes (new hires, terminations, benefits, etc.)</li><li>Respond to employee inquiries regarding payroll and timekeeping</li><li>Prepare payroll reports and assist with audits as needed</li><li>Collaborate with HR and Accounting teams to ensure smooth payroll operations</li></ul><p><br></p><p>Please reach out to John Miller for immediate consideration.</p>
<p>e’re seeking an <strong>Accounts Payable Clerk</strong> to bring your AP expertise to new heights. In this full-time role, you’ll handle outgoing payments, process high-volume invoices, reconcile vendor accounts, and support accurate financial reporting—all while working with diverse clients across industries. This unique opportunity combines meaningful accounting work with the stability and benefits of permanent employment at Robert Half.</p><p><br></p><p><strong>For more information, please contact Tawnia Kirshen via LinkedIn and send your resume to my email found there. </strong></p><p><br></p><p>Job Duties:</p><ul><li>Process and verify invoices for accuracy and proper authorization</li><li>Match purchase orders, receipts, and invoices</li><li>Ensure timely and accurate payment of vendor bills</li><li>Reconcile vendor statements and resolve discrepancies</li><li>Maintain organized and up-to-date financial records</li><li>Assist with month-end closing and reporting</li><li>Communicate with vendors regarding payment status or issues</li><li>Prepare and process electronic transfers and payments</li><li>Support audits by providing necessary documentation</li><li>Follow internal controls and company policies for AP procedures</li></ul>
<p>We are looking for a motivated and organized Front Desk Coordinator to join our team on a Contract-to-Ongoing basis in San Francisco, California. This role is ideal for someone who excels in creating a welcoming environment, managing daily office operations, and ensuring smooth front desk functions. If you thrive in a dynamic setting and enjoy being the first point of contact for guests and staff, we encourage you to apply.</p><p><br></p><p>Responsibilities:</p><p>• Act as the primary point of contact at the front desk, welcoming guests and ensuring they are signed in promptly.</p><p>• Manage incoming packages by signing for deliveries and distributing mail efficiently.</p><p>• Maintain the cleanliness and organization of communal areas, including the kitchen.</p><p>• Provide support for office and facilities-related projects as needed.</p><p>• Assist with scheduling and coordination tasks to ensure smooth daily operations.</p><p>• Handle ad hoc administrative tasks to support the overall functionality of the office.</p><p>• Create a positive and focused environment for visitors and employees.</p><p>• Collaborate with team members to address any immediate facilities or office needs.</p><p><br></p><p>** If you're interested in this position, please apply to this position and contact Julia Henderson at julia.henderson - at - roberthalf - .com with your word resume and reference job ID#00419-0013313019 **</p><p><br></p>
We are looking for an experienced Principal Engineer Lead to oversee the development, optimization, and governance of our Finance and HR systems. In this pivotal role, you will collaborate with cross-functional teams, stakeholders, and vendors to ensure the systems are secure, compliant, and aligned with organizational objectives. This position offers the opportunity to contribute strategically to system innovation and efficiency within the healthcare industry.<br><br>Responsibilities:<br>• Lead the design, configuration, and integration of Finance and HR systems with other enterprise platforms.<br>• Identify and implement system enhancements to improve operational efficiency and ensure compliance with industry regulations.<br>• Collaborate with internal teams, including Finance, HR, and IT, as well as external vendors to gather requirements and deliver solutions.<br>• Enforce security protocols and compliance standards specific to healthcare regulations and data privacy.<br>• Stay informed on emerging technologies and industry trends to recommend solutions that enhance workflows and data management.<br>• Manage vendor relationships, including performance evaluations and contract negotiations, to ensure optimal service delivery.<br>• Provide strategic guidance to executive leadership regarding system capabilities and technology advancements.<br>• Monitor system performance and troubleshoot issues to ensure reliability and functionality.<br>• Develop and maintain documentation for system processes, configurations, and integrations.<br>• Facilitate training sessions for end-users to ensure proper utilization of systems.
<p><strong>Senior Wealth Manager</strong></p><p><strong>Location<em>: </em></strong><em>North Bay Area</em></p><p><strong>Industry:</strong> Financial Services / Wealth Management</p><p><br></p><p>An established independent RIA firm in the Bay Area is seeking a <strong>Senior Wealth Manager</strong> to lead high-net-worth client relationships, mentor junior advisors, and drive strategic growth initiatives. This is a rare opportunity for a seasoned advisor to join a collaborative, purpose-driven team focused on holistic financial well-being.</p><p><br></p><p><strong>About the Firm</strong></p><p>The firm serves high-net-worth individuals and families, with a mission rooted in personal fulfillment, empowerment, and community impact. Advisors are encouraged to go beyond financial metrics to help clients achieve meaningful life outcomes.</p><p><br></p><p><strong>Role Summary</strong></p><p>As a Senior Wealth Manager, you’ll manage your own book of business, cultivate new client relationships, and play a key leadership role in shaping the firm’s future. The ideal candidate thrives in a values-based environment and is passionate about mentoring and strategic contribution.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as the primary advisor for high-net-worth clients</li><li>Deliver comprehensive financial planning and investment advisory services</li><li>Develop and refine strategies across retirement, tax, estate, investment, and risk management</li><li>Mentor and develop associate advisors, fostering a culture of excellence</li><li>Ensure adherence to regulatory standards and internal policies</li><li>Source and onboard new clients aligned with the firm’s mission</li><li>Build referral networks through centers of influence</li><li>Represent the firm at marketing, networking, and community events</li><li>Lead initiatives to enhance client experience and operational efficiency</li><li>Collaborate with leadership on firm-wide strategic goals</li></ul><p><br></p><p><strong>Compensation & Benefits</strong></p><ul><li>Competitive revenue-sharing model plus performance-based bonuses</li><li>Pathway to equity ownership</li><li>401(k) with company match</li><li>Generous PTO and paid holidays</li><li>Leadership and growth opportunities within the firm</li><li>Access to advanced training, industry conferences, and networking</li></ul><p><br></p><p><strong>Interested in learning more? </strong>Let’s connect! Send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to explore whether this opportunity aligns with your next career move.</p>
We are looking for an experienced HR Coordinator to join our team in White Plains, New York. This is a contract position offering the opportunity to contribute to various HR functions, including employee relations, benefits administration, and compliance. The ideal candidate will be highly organized, detail-oriented, and comfortable working in a fast-paced environment.<br><br>Responsibilities:<br>• Administer employee benefit programs, including health insurance enrollment, while ensuring compliance with applicable regulations.<br>• Manage onboarding processes for new employees, including training sessions and the completion of necessary documentation.<br>• Facilitate offboarding procedures by handling paperwork and providing support to departing employees.<br>• Post job openings, screen applications, conduct interviews, and assist in selecting candidates for open roles.<br>• Address employee grievances, mediate workplace disputes, and support resolution efforts.<br>• Ensure adherence to labor laws, San Francisco ordinances, and company policies.<br>• Process and oversee leave requests under the Family and Medical Leave Act (FMLA), ensuring timely documentation and compliance.<br>• Handle Worker’s Compensation claims related to occupational injuries and illnesses.<br>• Verify and manage the completion of I-9 forms, including monitoring work authorization re-verifications.<br>• Collaborate with union representatives to ensure compliance with collective bargaining agreements and assist in resolving union-related matters.
<p><strong>Jennifer Fukumae</strong> is partnering with a <strong>well-established wealth management firm</strong> that is dedicated to acting in clients’ best interests through personalized strategies and disciplined portfolio management.</p><p> The firm’s philosophy is rooted in providing objective, client-first advice designed to help clients accumulate, protect, and transfer wealth. With a collaborative culture and strong operational support, the team works proactively to identify opportunities, mitigate risks, and deliver meaningful financial outcomes.</p><p>This is a rare opportunity to join a high-integrity, growth-focused advisory team where you’ll step into an established client base and have the freedom to build your practice with full firm support.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Provide strategic financial advice and comprehensive planning across services such as debt management, investments, retirement, and insurance.</li><li>Develop personalized financial plans tailored to each client’s needs and goals.</li><li>Build and strengthen client relationships through proactive communication and ongoing support.</li><li>Monitor market performance and client portfolios, recommending adjustments as needed.</li><li>Maintain compliance with all industry regulations and firm standards.</li></ul>
<p>We’re hiring a <strong>Staff Accountant</strong> for our <strong>Full-Time Engagement Professionals (FTEP)</strong> team. Enjoy the stability of full-time employment while working on diverse client projects across industries. Use your expertise to tackle key accounting tasks, provide interim support, and make a meaningful impact where it’s needed most.</p><p><br></p><p><strong>For more information, please contact Tawnia Kirshen via LinkedIn and send your resume to my email found there. </strong></p><p><br></p><p><strong>Key Responsibilities: </strong></p><p>· Perform general ledger accounting, journal entries, and account reconciliations.</p><p>· Support month-end and year-end close processes, including financial statement preparation.</p><p>· Analyze and resolve discrepancies in accounts, ensuring accuracy and compliance.</p><p>· Assist with payroll processing, accounts payable/receivable, and fixed asset accounting.</p><p>· Prepare reports for management and provide recommendations for process improvements.</p>
