<p>Robert Half is seeking a <strong>Legal Billing Specialist</strong> for our client, a local law firm. This contract-to-hire role offers a strong opportunity for professional growth as part of a reputable firm committed to excellence in legal services.</p><p> </p><p><strong>Job Responsibilities:</strong></p><ul><li>Manage and execute end-to-end legal billing functions, ensuring accuracy and compliance with firm protocols.</li><li>Prepare, review, and process detailed client invoices in adherence to client-specific billing guidelines.</li><li>Monitor and track billing timelines, resolving delayed or rejected bills proactively.</li><li>Address inquiries regarding billing discrepancies and collaborate with attorneys and staff for resolution.</li><li>Ensure compliance with electronic billing (e-Billing) systems and resolve e-Billing rejections or adjustments.</li><li>Maintain proper documentation of all billing activities for reporting purposes.</li><li>Offer continuous support to attorneys, paralegals, and other staff regarding billing and time entry best practices.</li></ul><p><br></p>
<p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE DETAILS</strong></p><p><br></p><p><strong>PROPERTY ACCOUNTING MANAGER</strong></p><p>Responsibilities:</p><p>-Oversee the financial close process for all entities including review and reconciliation of property intercompany eliminations and reporting financial results to management.</p><p>-Work closely with the external auditors and Accounting Leadership to ensure thorough and accurate audits.</p><p>-Serve as the primary liaison between our internal accounting team and external (outsourced) accounting partners.</p><p>-Manage and produce monthly financials for timely and accurate reporting</p><p>-Manage daily operations of the property accounting function, ensuring accurate and timely financial reporting for assigned properties</p><p>-Responsible for reviewing work of staff including, but not limited to monthly account reconciliations, tax returns, and financial statements</p><p>-Present financial information and appropriately research and answer accounting questions to management</p><p>-Review audit schedules and work papers prepared by staff accountant</p><p>-Review or prepare footnotes to the financial statements</p><p>-Assist with the review of the audit reports to ensure audit adjustments are recorded properly and analysis/documentation is completed</p><p>-Collaborate with internal stakeholders to develop and implement process improvements to enhance efficiency and accuracy in property accounting operations</p><p><br></p>
<p>We are looking for a meticulous Accounting Manager/Supervisor to lead our accounting team in Solano County, California. In this role, you will oversee critical financial operations, ensure compliance with regulations, and drive process improvements to optimize workflows. This position offers an excellent opportunity for individuals with strong leadership skills and auditing expertise to advance their careers in a dynamic environment.</p><p><br></p><p>Responsibilities:</p><p>• Supervise and manage daily accounting operations, including financial reporting, budgeting, and forecasting.</p><p>• Ensure compliance with internal controls and regulatory standards while mitigating financial risks.</p><p>• Lead the accounting team by mentoring staff, conducting training sessions, and fostering skill development.</p><p>• Oversee month-end and year-end closing processes to ensure accuracy and timeliness.</p><p>• Collaborate with external auditors, vendors, and stakeholders to maintain smooth operational relationships.</p><p>• Leverage auditing experience to manage internal and external audit requirements effectively.</p><p>• Identify inefficiencies and implement process improvements to enhance accounting workflows.</p><p>• Participate in department-specific projects such as system upgrades, documentation, and financial integrations.</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>We are seeking a detail-driven and experienced <strong>Accounting Manager</strong> to lead the financial operations of our esteemed property in Napa, Ca. This is an exceptional opportunity for a hospitality professional with a strong background in hotel accounting and a commitment to accuracy, compliance, and operational excellence. The ideal candidate will play a key role in financial reporting, budgeting, and process improvement, ensuring the continued success and integrity of our accounting functions.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Ensure accuracy and reconciliation of all ledgers, including Guest Ledger, Accounts Receivable Ledger, and Deposit Ledger.</li><li>Prepare and review monthly financial statements, journal entries, accruals, and all supporting documentation as part of the month-end close process.</li><li>Monitor daily revenue activity, investigating and resolving discrepancies between the Point of Sale (POS) and Property Management Systems (PMS).</li><li>Perform monthly balance sheet reconciliations, identifying and correcting variances in a timely manner.</li><li>Partner with department leaders to analyze financial performance and support budgeting and forecasting efforts.</li><li>Maintain compliance with internal financial policies and procedures, supporting both internal and external audits.</li><li>Provide operational recommendations to enhance accuracy, transparency, and efficiency in financial reporting.</li><li>Utilize problem-solving skills to address and resolve financial issues as they arise</li></ul><p><br></p>
<p>We are looking for a highly organized and personable Front Desk Coordinator to join our team on a long-term contract basis in San Francisco, California. In this role, you will be the first point of contact for visitors and callers, ensuring seamless communication and exceptional customer service. Your ability to manage multiple tasks and maintain attention to detail will be key to success.</p><p><br></p><p>Responsibilities:</p><p>• Greet and assist visitors, ensuring a welcoming and detail-oriented environment.</p><p>• Manage and operate a multi-line phone system, efficiently directing calls to the appropriate departments.</p><p>• Handle inbound calls with courtesy and provide accurate information or solutions.</p><p>• Perform receptionist duties, including scheduling appointments and maintaining records.</p><p>• Deliver concierge services by helping guests and employees with inquiries and requests.</p><p>• Coordinate communication between departments to ensure smooth operations.</p><p>• Maintain a clean and organized front desk area to uphold company standards.</p><p>• Monitor and manage incoming mail and packages, ensuring timely distribution.</p><p>• Support administrative staff with clerical tasks as needed.</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#00410-0013313199 **</p><p><br></p>
<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 Program Manager specializing in workforce capacity planning to join our team in San Francisco, California. In this individual contributor role, you will oversee the development and execution of capacity planning strategies for various cross-functional teams across multiple geographies. This position requires strong collaboration with diverse stakeholders and plays a pivotal role in ensuring workforce optimization and operational efficiency. As a long-term contract role, this opportunity offers high visibility and significant impact within the organization.<br><br>Responsibilities:<br>• Manage capacity requests received via Jira, ensuring timely processing and tracking.<br>• Maintain and regularly update headcounts by team, location, and skillset for both internal and external staff.<br>• Create and refine weekly capacity plans to align staffing with forecasted demand, identifying and addressing coverage gaps.<br>• Optimize workforce utilization by developing pipelines for ad-hoc assignments.<br>• Oversee queue governance, ensuring proper categorization and assignment to relevant skill groups.<br>• Provide real-time support during incidents and escalations, including participation in Slack channels and team meetings.<br>• Document incidents and productivity issues affecting staff performance and operational efficiency.<br>• Support annual budget planning by developing long-term staff projections and running efficiency scenarios.<br>• Adjust forecasts based on factors like staff tenure and skill levels to optimize workforce planning.<br>• Collaborate with cross-functional teams to improve processes and address variances in capacity forecasts.
We are looking for an experienced Accounting Manager to oversee financial operations and reporting for our organization in Rutherford, California. This role requires someone with a strong attention to detail who can lead accounting processes while providing strategic insights to support business decisions. The ideal candidate will bring proven leadership skills and a strong background in financial management.<br><br>Responsibilities:<br>• Oversee and ensure timely completion of monthly and quarterly financial close processes.<br>• Manage the preparation of financial statements, including balance sheets, income statements, and departmental expense summaries.<br>• Provide leadership and guidance to accounting staff, fostering their development and ensuring high-quality execution of tasks.<br>• Review and approve journal entries, account reconciliations, and general ledger postings for accuracy and consistency.<br>• Analyze inventory costing for discrepancies and report notable trends or variances to management.<br>• Collaborate on the development of annual budgets, including farming activity budgets, and provide detailed analysis.<br>• Assist with tax-related tasks, including income analysis, shareholder distributions, and coordination for tax returns.<br>• Support external audits and ensure accurate data for annual tax filings.<br>• Partner with the Controller and other business leaders to deliver timely financial data and analysis for informed decision-making.<br>• Monitor accounts payable and accounts receivable processes to ensure proper coding and documentation approvals.
<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>Senior Accounting Manager / Assistant Controller</strong></p><p><strong>Location:</strong> San Francisco, CA</p><p><strong>Compensation:</strong> $160,000–$190,000 (DOE) + Bonus</p><p><br></p><p><strong>About the Opportunity</strong></p><p>A mission-driven private investment firm is seeking a <strong>Senior Accounting Manager / Assistant Controller</strong> to join its expanding finance and accounting team in San Francisco. This is a unique opportunity to contribute to a firm that combines strong financial performance with meaningful social impact—particularly in the real estate sector focused on housing accessibility.</p><p><br></p><p><strong>About the Firm</strong></p><p>With over $1 billion in assets under management, this nationally recognized firm invests in real estate assets that promote community development. Operating through joint ventures, direct acquisitions, and strategic partnerships, the team is lean, agile, and committed to excellence in both investment outcomes and operational execution. The culture is collaborative, purpose-driven, and entrepreneurial.</p><p><br></p><p><strong>Role Overview</strong></p><p>Reporting to the Corporate Controller and working closely with the CFO, you’ll play a key role in strengthening financial reporting, supporting fund operations, and driving process improvements. This cross-functional role involves close collaboration with teams across Operations, Asset Management, and Investor Relations, and offers exposure to audits, investor communications, and systems implementation.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Lead quarterly financial reviews at both fund and property levels</li><li>Ensure compliance with partnership agreements and reporting standards</li><li>Manage 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>Oversee post-acquisition prorations and onboarding processes</li><li>Drive enhancements 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 internal controls</li></ul><p><strong>What You’ll Gain</strong></p><ul><li>Competitive base 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 (4–5 days/week in office)</li></ul><p><strong>Interested in Learning More?</strong></p><p>If this opportunity aligns with your career goals, I’d love to connect. Please send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario </strong>to start the conversation.</p>
We are looking for a detail-oriented Procurement Specialist to join our team in Concord, California. In this long-term contract role, you will play a key part in managing purchasing processes, vendor relationships, and procurement documentation to ensure efficiency and compliance. This opportunity is ideal for professionals with experience in corporate procurement and a strong understanding of buying processes.<br><br>Responsibilities:<br>• Process purchase requisitions and create purchase orders while ensuring accuracy and adherence to company policies.<br>• Monitor outstanding orders and delivery schedules to ensure timely fulfillment.<br>• Maintain accurate and organized procurement records to support compliance and reporting requirements.<br>• Coordinate with internal teams to understand purchasing needs and specifications.<br>• Assist in vendor onboarding and manage vendor relationships effectively.<br>• Support contract negotiations and vendor agreements to secure favorable terms.<br>• Provide accounts payable assistance, including tracking invoices and reconciling payment issues.<br>• Collaborate with stakeholders to improve procurement workflows and address any challenges.
<p><strong>BOOKKEEPER/OFFICE MANAGER</strong></p><p><strong>85K-100K + benefits</strong></p><p><br></p><p>Real estate investment/property management company is seeking a Bookkeeper/Office Manager to join their team. Ideally candidate would come from a small company where he/she can wear multiple hats, handle all office administrative but can also help with some accounting and HR functions. </p><p>Responsibilities:</p><p>•Oversees and manages the daily activities of office to ensure efficient operations, service delivery and expense control</p><p>•Manages record-keeping, databases and archives of relevant records, document preparation, mail distribution, reception, bill or invoice processing, maintenance services, technical support, project coordination/ scheduling, and other related internal operations</p><p>•Oversees the selection of and management of vendor and supplier relationships, purchase of products and services to ensure that they efficiently and effectively provide needed resources within budgetary limits</p><p>•Performs AR/AP tasks while tracking costs and monitoring budget</p><p>•Provides day-to-day oversight and assistance with carrying out various HR functions critical to company, including recruiting, onboarding, leave and attendance tracking, evaluation, employee relations, health and safety, compensation, benefits, coaching, training, diversity, employee engagement, payroll and employee records</p><p>•Provides administrative and clerical support, including word processing, spreadsheets, maintenance of office supply inventory and equipment maintenance, etc.</p><p><br></p>
<p>We are looking for a Research Operations Specialist to join our team on a long-term contract basis. This role focuses on supporting UX researchers by managing the recruitment process and improving research operations programs. You will have the opportunity to contribute to the development of scalable solutions that enhance the quality and efficiency of research operations.</p><p><br></p><p>Responsibilities:</p><p>• Oversee the full lifecycle of participant recruitment for multiple research projects, with a focus on <strong>monetization and B2B</strong> audiences.</p><p>• Identify and address any challenges during the recruitment process to ensure a seamless experience for researchers and participants.</p><p>• Enhance and scale the in-house recruitment program, focusing on diverse and niche audience recruitment.</p><p>• Develop innovative methods for reaching specialized user groups, collaborating with internal teams to establish and approve new workflows.</p><p>• Contribute to the creation of self-service research options, including templates, standardized processes, and training materials.</p><p>• Maintain comprehensive documentation, workflows, and training materials to promote process consistency and knowledge sharing.</p><p>• Manage operational tasks such as maintaining recruitment trackers, participant panels, and data management systems.</p><p>• Improve recruitment tracking and metrics to evaluate program performance and identify areas for enhancement.</p><p>• Support compliance requirements and ensure best practices in data management and participant sourcing.</p>
<p>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE INFORMATION</p><p><br></p><p>PROJECT ACCOUNTANT</p><p>100K-120K+BONUS+BONUS SHARING+FULLLY PAID BENEFITS</p><p><br></p><p>Project Accountant for a growing/stable company with excellent benefits and good work/life balance. This position will have an opportunity to learn (Controller will train) GL, Month-end Close, Financial Analysis. This company also offers excellent benefits: competitive salary plus bonus, profit sharing, fully paid benefits and 100% 401k match.</p><p><br></p><p>Position Overview</p><p>The Project Accountant is responsible for the financial processing of our projects. This includes managing AIA contract progress billings, tracking incoming invoices, and ensuring all payments are paid timely and posted accurately. As the Project Accountant you will communicate with clients, vendors, subcontractors, and our project management team to ensure the project’s financial procedures are on track from start to finish.</p><p>Job Responsibilities</p><ul><li>Process AIA billings and change orders, ensuring accuracy and timely submission.</li><li>Review and analyze job cost reports, making necessary corrections to maintain financial accuracy.</li><li>Process subcontractor and supplier lien releases in compliance with contract terms.</li><li>Release subcontractor invoices for payment after verifying approvals and supporting documentation.</li><li>Set up and maintain job accounting files for assigned projects, ensuring proper documentation and organization.</li><li>Track insurance and bond information for all subcontractors.</li><li>Process labor and expense transfers as necessary</li><li>Set up and maintain projects in Spectrum in accordance with contract requirements; read and interpret contracts for accounting and invoicing implications</li><li>Prepare and distribute monthly billing report to Project Managers</li><li>Ensure labor and expenses posted to project comply with the contract</li><li>Ensure that accurate and complete invoice packages are submitted to the client in a timely manner including all applicable back-up required by the client</li><li>Respond to internal and external clients promptly in a confident and professional manner; investigate issues, problem solve, and communicate resolution clearly and articulately</li><li>Follow-up with clients to confirm receipt of invoices and regarding payment status of open invoices; partner with Project Manager to resolve collection issues</li><li>Maintain communication with in-house project teams for percentages of base contract and change order work when preparing AIA billings.</li><li>Record payments and EFT transactions into accounting system.</li><li>General Accounting duties as required (assist in month end closing, general ledger entries and Balance Sheet reconciliations.)</li></ul><p><br></p><ul><li><br></li></ul><p><br></p>
<p><strong>Fund Accountant – Venture Capital | San Francisco, CA</strong></p><p>A premier venture capital firm is seeking a <strong>Fund Accountant</strong> to join its finance team in San Francisco. This is a great opportunity for an early-career professional to gain hands-on experience in fund operations, financial reporting, and portfolio management within a dynamic investment environment.</p><p><br></p><p><strong>About the Role:</strong></p><p>You’ll work closely with the CFO, Controller, and Senior Accounting Manager to support fund accounting across multiple investment vehicles, including core funds and SPVs. The firm is actively raising new funds and deploying capital, offering exposure to a fast-paced and collaborative environment.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Liaise with fund administrators, auditors, and tax teams</li><li>Assist with quarterly and annual audits, tax filings, and compliance reporting</li><li>Maintain accounting journals, ledgers, and transaction records</li><li>Monitor and update portfolio valuations</li><li>Process investment and expense transactions</li><li>Support budgeting and financial documentation</li><li>Contribute to ad hoc projects and operational improvements</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>A California university is seeking an experienced professional to assist with a high-volume backlog of California Public Records Act (CPRA) and Information Practices Act (IPA) requests. This position offers the opportunity to support a mission-driven institution by ensuring timely, compliant responses across a wide range of requests, including media, litigation, research, patient data, vendor, and personnel matters. You will work directly with the Director of Records and Information Management to triage, review, and close out requests. This is a 3-month, fully remote contract role. Candidates must be based in California, or have significant work experience within the state, to ensure familiarity with California-specific public records laws and agency workflows.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Review, organize, and manage a backlog of approximately 300 CPRA/IPA requests.</li><li>Assess and prioritize high-risk or time-sensitive requests (e.g., litigation, HIPAA/patient data, media).</li><li>Perform legal review and redactions for privilege, confidentiality, and statutory exemptions.</li><li>Coordinate with internal departments to gather responsive records.</li><li>Track progress, maintain accurate documentation, and drive backlog reduction with minimal oversight.</li></ul><p><br></p>
<p>Seeking a part time or full time Administrative Assistant who has experience performing Accounts Payable in QuickBooks. Work in a fast paced small office environment in beautiful downtown Walnut Creek.</p><p>Long term contract for 3-6 months. </p><p><br></p><p>Job Duties:</p><ul><li>Perform full cycle accounts payable - matching, batching and coding invoices</li><li>Support office staff with a variety of administrative tasks</li><li>Prepare daily logs for checks received</li><li>Stamp checks for deposit and prepare bank deposits </li><li>Sort Vendor invoices between one retail property and management company and prepare for coding</li><li>Stamp and code payables and obtain approval from Property Manager or Owner</li><li>Run checks (50-60 per month) on or about 10th of month and 25th of month</li><li>Assemble and mail checks</li><li>Order supplies, contact vendor for equipment malfunctions</li><li>Review, track and Maintain current Vendor insurance certificates</li></ul>
We are in search of a Director of Finance to join our team in SONOMA, California. As the Director of Finance, you will be a strategic leader, providing valuable insights and guidance to Operations Leaders, Partners, Executive Committees, and Department Heads. This role involves interacting with a variety of entities, including insurance companies, tax consultants, auditors, commercial and government banks to effectively manage the assets of the business.<br><br>Responsibilities:<br><br>• Accurately interpreting financial data within the organization and communicating this in a clear and comprehensive format to point out significant variations in the operations.<br><br>• Leading in the development and implementation of benchmarking techniques to enhance revenues while improving productivity and cost efficiencies.<br><br>• Overseeing and leading in the creation of the annual budget, capital budgets, and the rolling forecasts, in collaboration with other key stakeholders.<br><br>• Reporting accurate and complete financial and management reports in a timely manner, in line with the company and ownership reporting requirements and policy.<br><br>• Ensuring reporting compliance with the Uniform Chart of Accounts, internal Policies & Procedures, ownership and bank documents, and hotel management or other contractual agreements concerning accounting matters.<br><br>• Monitoring and managing the safekeeping of all legal records and documents, such as hotel leases and contracts.<br><br>• Developing, documenting, and maintaining control systems within the Hotels to ensure compliance.<br><br>• Creating and promoting the culture of business partnering by working closely with the Resort General Manager and the VP of Finance & Business Support.<br><br>• Working within the Talent Management System to ensure the departmental performance of staff is productive.<br><br>• Utilizing your knowledge of accounting software systems, annual budgeting, auditing, budget processes, financial statement preparation, budgeting - forecasting, rolling forecast, capital assets, cost reduction analysis, and financial planning & analysis (FP& A) to drive the performance of your areas of responsibility.
<p><strong>Lead Advisor – Wealth Management</strong></p><p><strong>Location:</strong> San Ramon, CA (4–5 days in office)</p><p><strong>Compensation:</strong> $90,000–$120,000 base + discretionary bonus</p><p><br></p><p>A growing, client-focused wealth management firm in the East Bay is seeking a <strong>Lead Advisor</strong> to join its dynamic team. This is a unique opportunity for a financial planning professional to gain deep exposure across all dimensions of wealth management while working closely with experienced advisors and a collaborative leadership team.</p><p><br></p><p><strong>About the Firm</strong></p><p>This boutique firm helps successful individuals, families, and businesses gain clarity and confidence in their financial futures. With over $600 million in assets under management and an average client size of $1.5 million, the firm is known for its personalized approach, strong client relationships, and commitment to work-life balance.</p><p><br></p><p><strong>Role Overview</strong></p><p>As a Lead Advisor, you’ll support senior advisors in delivering comprehensive financial planning and investment strategies. You’ll manage client communications, help onboard new clients, and play a key role in building tailored financial plans. This role is ideal for someone who is analytical, detail-oriented, and eager to grow within a supportive and high-performing team.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Client Engagement & Strategy</strong></p><ul><li>Act as a strategic partner and project manager for senior advisors</li><li>Join client meetings, take notes, and follow up on action items</li><li>Manage client communications and provide high-level support</li><li>Assist with onboarding new clients and strengthening relationships</li><li>Engage directly with clients as a trusted point of contact</li></ul><p><strong>Financial Planning & Investment Support</strong></p><ul><li>Collect and review financial documents for accuracy</li><li>Enter and manage data in financial planning software</li><li>Help develop financial plans and prepare client recommendations</li><li>Assist with insurance proposals (life, disability, long-term care)</li><li>Create investment review and update reports</li></ul><p><strong>Operations & Client Service</strong></p><ul><li>Manage CRM and track client interactions</li><li>Communicate with custodians, broker-dealers, and partners</li><li>Handle client paperwork, account openings, and transfers</li><li>Prepare meeting agendas and client presentations</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>
We are looking for a detail-oriented File Clerk to join our team on a contract basis in Albany, California. In this role, you will play a crucial part in transitioning physical records into an electronic format. This position is ideal for someone who enjoys organizing and managing documents in a systematic manner.<br><br>Responsibilities:<br>• Sort and organize physical files based on the client’s specified list.<br>• Prepare files for scanning by boxing and labeling them appropriately.<br>• Input information from physical files into a data sheet for tracking purposes.<br>• Collaborate with the team to ensure accurate and efficient record digitization.<br>• Handle 18 file drawers of documents while maintaining order and consistency.<br>• Assist in ensuring all records are securely transitioned to electronic storage.<br>• Follow established procedures for document handling and data entry.<br>• Maintain confidentiality and security of sensitive information during the process.<br>• Utilize scanning equipment to digitize paper records.<br>• Provide updates to supervisors regarding progress and any challenges encountered.
<p><strong>Key Responsibilities:</strong></p><ul><li>Greet and welcome visitors in a professional and courteous manner.</li><li>Answer, screen, and direct incoming phone calls promptly.</li><li>Manage front desk activities, including receiving and sorting mail and deliveries.</li><li>Maintain the reception area to ensure it is tidy and presentable.</li><li>Schedule and coordinate appointments, meetings, and conference rooms.</li><li>Assist with basic administrative tasks such as data entry, filing, and document preparation.</li><li>Support other departments with clerical duties as needed.</li><li>Uphold confidentiality and handle sensitive information with discretion.</li></ul><p><br></p>
<p>The Receptionist serves as the first point of contact for visitors, clients, and employees. This role is responsible for providing professional and friendly customer service, managing incoming calls, and performing a variety of administrative tasks to support daily office operations.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Greet and welcome visitors in a professional and courteous manner.</li><li>Answer, screen, and direct incoming phone calls promptly.</li><li>Manage front desk activities, including receiving and sorting mail and deliveries.</li><li>Maintain the reception area to ensure it is tidy and presentable.</li><li>Schedule and coordinate appointments, meetings, and conference rooms.</li><li>Assist with basic administrative tasks such as data entry, filing, and document preparation.</li><li>Support other departments with clerical duties as needed.</li><li>Uphold confidentiality and handle sensitive information with discretion.</li></ul><p><br></p>
We are looking for a skilled Senior Property Accountant to join our team in San Rafael, California. This is a long-term contract position within the non-profit industry, offering the opportunity to contribute to financial operations and property management processes. The ideal candidate will bring expertise in property accounting and demonstrate strong analytical skills to support organizational goals.<br><br>Responsibilities:<br>• Maintain, analyze, and reconcile general ledger accounts, accounts receivable, accounts payable, and bank accounts for assigned properties.<br>• Prepare accurate monthly financial statements and reports in compliance with organizational policies and deadlines.<br>• Process journal entries and ensure proper posting to financial records.<br>• Reconcile balance sheet accounts, including assets, liabilities, income, and expenses, while addressing discrepancies.<br>• Collaborate with auditors during audits, prepare necessary documentation, and assist with tax returns and final audit reports.<br>• Participate in the budgeting process by attending meetings and providing financial insights for portfolio properties.<br>• Recommend adjustments to expense and revenue forecasts based on financial analysis and site manager feedback.<br>• Research, track, and resolve general ledger discrepancies, implementing solutions to prevent recurrence.<br>• Manage replacement reserve requests and approvals, ensuring accurate database updates.<br>• Review monthly financials for other properties within the organization as needed.
We are looking for a detail-oriented and personable Receptionist to join our team in Cupertino, California. In this Contract-to-Permanent position, you will serve as the first point of contact for visitors and callers, ensuring a welcoming and organized office environment. This role requires excellent communication skills and the ability to manage multiple tasks efficiently.<br><br>Responsibilities:<br>• Greet and assist visitors, ensuring they feel welcomed and are directed to the appropriate person or department.<br>• Manage a multi-line phone system, answering inbound calls and routing them effectively.<br>• Organize and process incoming and outgoing mail, packages, and other correspondence.<br>• Perform administrative duties, including filing, data entry, and document management.<br>• Maintain the reception area, ensuring it remains clean, organized, and presentable.<br>• Schedule and coordinate appointments while managing calendars efficiently.<br>• Provide support for additional office tasks and functions as required.
