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19 results for Portfolio Manager in Santa Clara, CA

Contracts Manager

San Francisco, CA
onsite
Temporary / Contract
45 - 55 USD / Hourly
A San Francisco–based personal injury law firm is seeking an experienced Contracts Manager to oversee the review, negotiation, and administration of contracts supporting firm operations. This is a contract-to-hire opportunity for a detail-oriented professional who enjoys working closely with legal, finance, and leadership teams in a fast-paced environment. The Contracts Manager will be responsible for managing the full contract lifecycle for vendor, service provider, and business agreements. This role serves as a key liaison between internal stakeholders and external parties, ensuring contracts are accurate, compliant, and aligned with firm policies and risk standards. Key Responsibilities<ul><li>Manage the full lifecycle of contracts, from intake and review through execution and renewal</li><li>Review, draft, revise, and negotiate a wide range of agreements, including vendor, consulting, technology, and professional services contracts</li><li>Partner with attorneys, leadership, finance, and operations teams to assess contractual risk and business terms</li><li>Ensure contracts comply with applicable laws, firm policies, and risk management standards</li><li>Maintain contract records, databases, and tracking systems</li><li>Monitor renewal dates, obligations, and performance requirements</li><li>Assist with developing and standardizing contract templates and internal processes</li><li>Serve as a point of contact for contract-related inquiries and issues</li></ul>
2026-08-17T00:00:00Z

Property Manager

San Jose, CA
onsite
Temporary to Hire
23.75 - 27.5 USD / Hourly
We are looking for a Property Manager to oversee daily residential property operations in California. This contract position with potential for a permanent opportunity is ideal for someone who can balance tenant support, lease administration, and property upkeep while maintaining a well-run community. The role requires a hands-on, detail-oriented individual who can coordinate maintenance needs, address resident concerns, and help create a safe, organized, and welcoming living environment. Responsibilities: • Build strong tenant relationships through consistent communication about lease timelines, community expectations, and important property updates. • Monitor resident adherence to property policies and address issues appropriately to support a respectful and positive atmosphere. • Direct maintenance and repair work by coordinating service requests, following up on completion, and helping keep the property in excellent condition. • Perform routine inspections of buildings and shared areas to verify cleanliness, safety, and overall functionality. • Manage vendor and contractor partnerships to ensure quality service, timely response, and reliable support for property needs. • Oversee leasing activities, including application review, background screening, renewal discussions, and preparation of lease-related documentation. • Track rent collections, maintain accurate payment records, and follow up appropriately on outstanding balances. • Respond quickly to urgent property issues such as plumbing, electrical, or security-related concerns to minimize disruption for residents. • Support a strong sense of community by helping organize resident engagement efforts and resolving tenant disputes fairly and appropriately.
2026-08-14T00:00:00Z

Property Manager

Oakland, CA
onsite
Temporary / Contract
28 - 30 USD / Hourly
Property ManagerJob DescriptionWe are seeking an experienced Property Manager to oversee daily property operations, resident satisfaction, and financial performance.Responsibilities<ul><li>Manage property operations and staff</li><li>Oversee leasing and occupancy goals</li><li>Monitor budgets and financial reporting</li><li>Ensure regulatory compliance</li><li>Build and maintain resident relationships</li></ul>
2026-08-07T00:00:00Z

Product Manager

Menlo Park, CA
onsite
Permanent / Full Time
150000 - 200000 USD / Yearly
Job TitleProduct Manager, Trust & Assurance Company OverviewA leading technology organization is building advanced platforms that enable organizations to operate more intelligently and securely in complex environments. Focused on integrating data, systems, and emerging AI capabilities, the company serves enterprise and highly regulated sectors that require reliability, transparency, and strong governance. Their mission centers on enabling scalable, responsible innovation while maintaining rigorous standards for trust and performance. Role SummaryThe Product Manager, Trust & Assurance will own critical systems that define how secure, reliable, and auditable the platform operates. This role is central to ensuring that organizations in regulated environments can confidently deploy advanced technologies by establishing robust controls around identity, permissions, governance, and system behavior. Based in Los Angeles, CA, this position plays a key role in shaping foundational product capabilities that directly impact enterprise adoption and long-term growth. Key Responsibilities<ul><li>Define and own the product strategy for identity, access management, and permissions frameworks</li><li>Develop guardrails and approval workflows that govern system actions and enforce responsible usage</li><li>Build and manage audit and traceability features, ensuring complete visibility into system behavior and user interactions</li><li>Lead the development of evaluation and monitoring tools that validate system performance and consistency over time</li><li>Translate regulatory and compliance requirements into scalable, productized solutions</li><li>Partner closely with engineering, design, and leadership to drive product direction and execution</li><li>Establish frameworks for secure deployment across various environments, including restricted or isolated systems</li><li>Drive roadmap prioritization for trust and assurance features that influence enterprise adoption</li><li>Communicate product vision, trade-offs, and progress clearly to cross-functional stakeholders</li></ul>Compensation & Benefits<ul><li>$150,000-$200,000</li><li>Comprehensive benefits package</li><li>Health, dental, and vision coverage</li><li>Performance-based incentives and potential equity participation</li></ul>Additional Details<ul><li>Work model: On-site</li><li>Collaborative, small-team environment with high ownership and impact</li><li>Emphasis on thoughtful product development and long-term value creation</li></ul>
2026-07-29T00:00:00Z

Product Manager

San Francisco, CA
remote
Temporary / Contract
65 - 75 USD / Hourly
Robert Half is seeking a Product Manager / Senior Product Manager to support a critical product area within our client's Marketplace platform. This role will focus on enhancing the customer experience and evolving customer-facing workflows that support private markets investing and trading activities. The ideal candidate will balance customer needs, business objectives, technical feasibility, and regulatory requirements while partnering closely with Engineering, Design, QA, Compliance, and business stakeholders. This individual will operate as a Product Owner within an Agile environment, owning roadmap execution, backlog prioritization, and feature delivery. If interested, please apply to the job post for Suman Sandhu to review.
2026-08-14T00:00:00Z

Controller | Investment Firm

San Mateo, CA
onsite
Permanent / Full Time
200000 - 250000 USD / Yearly
For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn. A growing private equity investment firm is seeking a Controller to join their team. With the opportunity to support a growing investment platform and its next fund launch, this role offers significant ownership and visibility across the firm’s fund accounting and finance operations. It’s an ideal opportunity for someone ready to step into a true Controller-level position, broaden their technical expertise, and take on greater responsibility as the firm continues to scale. Reporting to the CFO, the Controller will oversee fund and management company accounting while partnering closely with senior leadership, Legal, Investor Relations, and other internal teams. This is a highly visible role with broad exposure across the platform and significant opportunity to shape processes as the firm continues to grow. Key Responsibilities<ul><li>Oversee fund and management company accounting, financial reporting, and related operations</li><li>Partner with the CFO and senior leadership on accounting, valuation, and financial matters</li><li>Support investor reporting, LP inquiries, and operational due diligence</li><li>Research complex accounting issues and develop practical solutions</li><li>Collaborate with the front office and gain exposure to the valuation process</li><li>Mentor and eventually manage the Accounting Manager and Senior Accountant</li><li>Help enhance processes and controls as the firm launches its next fund</li></ul>
2026-08-15T00:00:00Z

Contracts Manager - Biotech

San Francisco, CA
onsite
Temporary / Contract
55 - 75 USD / Hourly
A well-established biotechnology company based in San Francisco is seeking a Contracts Manager to support its legal and business teams. This is a contract-to-hire opportunity for a contracts professional with experience in the biotech or life sciences sector. The role focuses on managing, drafting, and negotiating a high volume of commercial and research-related agreements while partnering closely with internal stakeholders across scientific, operational, and business functions. Key Responsibilities<ul><li>Draft, review, and negotiate a broad range of agreements, including NDAs, vendor agreements, MSAs, SOWs, consulting agreements, and research collaboration contracts</li><li>Support contracts related to research and development, clinical activities, and commercial operations</li><li>Manage the full contract lifecycle, from intake and review through execution and amendment</li><li>Collaborate with legal, finance, procurement, and business teams to ensure alignment with company objectives</li><li>Maintain contract records, templates, and compliance tracking</li><li>Identify and escalate legal or business risks as appropriate</li></ul>
2026-08-10T00:00:00Z

Strategic Finance Manager

San Francisco, CA
onsite
Permanent / Full Time
180000 - 200000 USD / Yearly
We are looking for a Strategic Finance Manager to lead key financial initiatives and provide insightful analysis that drives business decisions. This role focuses on optimizing financial processes, forecasting, and strategic planning to support organizational goals. The ideal candidate thrives in a dynamic environment and is adept at delivering accurate financial insights. Responsibilities:<ul><li>Lead the annual budget cycle, financial modeling, and monthly reporting with cross-functional alignment</li><li>Deliver strategic financial analysis and updates to executives, Board, and investors</li><li>Partner with the CFO on capital markets activities and lead financing diligence</li><li>Collaborate cross-functionally to evaluate product launches, unit economics, partnerships, and resource allocation</li><li>Build dashboards and reporting to track key financial and operational metrics</li><li>Provide clear, actionable financial insights and support ad hoc strategic initiatives with high executive exposure</li></ul>
2026-07-17T00:00:00Z

Operations Manager | Investment Firm

Orinda, CA
onsite
Permanent / Full Time
90000 - 130000 USD / Yearly
For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn. We are partnering with a rapidly growing investment firm in the San Francisco Bay Area seeking a Operations Associate to support the firm’s day-to-day business operations. This is a highly visible, hands-on role offering significant variety, autonomy, and the opportunity to take on increasingly complex responsibilities over time. Business & Operations <ul><li>Manage relationships and day-to-day coordination with external service providers and business partners.</li><li>Review, reconcile, and maintain operational files, reports, and documentation.</li><li>Coordinate wires and other financial transactions in accordance with established processes and controls.</li><li>Manage contracts, including key dates, renewals, and documentation.</li><li>Support recurring operational processes and identify opportunities to improve efficiency.</li><li>Partner with internal stakeholders and external providers to ensure projects are completed accurately and on time.</li><li>Take ownership of ad hoc projects and special initiatives across the firm.</li><li>Expand responsibilities over time based on experience, strengths, and interests.</li></ul>Office & Executive Support <ul><li>Help oversee the day-to-day operations of the firm’s East Bay office.</li><li>Coordinate office needs and serve as a point of contact for vendors and service providers.</li><li>Provide light administrative and executive support to firm leadership.</li><li>Assist the CFO with select administrative and coordination needs; this role will not be responsible for calendar management or day-to-day scheduling.</li></ul>
2026-08-13T00:00:00Z

Financial Planning & Analysis Manager

Sausalito, CA
onsite
Permanent / Full Time
125000 - 155000 USD / Yearly
We are looking for a highly driven Financial Planning & Analysis Manager to play a critical role in supporting financial operations and delivering insightful analysis. In this individual contributor role, you will collaborate across departments to refine financial plans, improve reporting systems, and drive data-driven decision-making. Based in Sausalito, California, this position offers the opportunity to influence key business strategies and enhance organizational profitability. Responsibilities: • Lead the annual budgeting process by developing templates, coordinating with department heads, and preparing detailed budget presentations. • Conduct quarterly forecasting exercises, providing actionable insights to senior management. • Ensure data accuracy and integrity while preparing monthly financial reports and developing new reporting tools. • Analyze variances against budgets and prior year results to identify trends and areas for improvement. • Support executive management by assisting in the preparation of board presentations and delivering ad hoc analyses. • Create and maintain data models to design performance metrics and support financial systems. • Evaluate product profitability by analyzing supply chain costs, pricing structures, and brand expenditures. • Provide inventory analysis to identify trends related to expiration, sales forecasting, and margin implications. • Collaborate with sales and marketing teams to develop sales forecasts, monitor performance metrics, and validate regional trends. • Assist in pricing administration and conduct brand spend analysis to optimize market strategies.
2026-08-14T00:00:00Z

Senior Wealth Analyst – Portfolio Management + Financial Pla

Oakland, CA
onsite
Permanent / Full Time
115000 - 145000 USD / Yearly
Please apply to this posting and ping me on LinkedIn for additional consideration – Mahmoud Adam, CPA Senior Wealth Analyst opportunity with a highly respected wealth management firm in San Francisco. If you're a Wealth Analyst who wants to move beyond simply preparing reports and actually get closer to portfolio management, financial planning, investment management, and clients, this could be a great next step. 💰 Up to $115K–$145K base (stretch) + up to 20% bonus + profit sharing📍 San Francisco Financial District🏢 Hybrid – 2 days/week in office 🚀 Why This Role Stands OutYou'll work directly alongside Wealth Managers and gain exposure across the full wealth management process—not just one narrow piece of it.Your work will include:📊 Portfolio management & analysis📈 Investment management🧮 Financial planning & modeling📋 Quarterly portfolio reviews🤝 Preparing materials for client meetings💡 Supporting Wealth Managers with high-level client strategies And importantly, this is a role with a path forward. The team structure provides a clear progression from Wealth Analyst → Senior Wealth Analyst → Wealth Advisor → Wealth Manager.
2026-08-17T00:00:00Z

Financial Advisor

San Francisco, CA
onsite
Permanent / Full Time
90000 - 150000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Financial Advisor | Wealth Management Firm | San Francisco | Hybrid, 2-3 Days onsite Join a growing independent RIA dedicated to delivering personalized wealth management and financial planning to high-net-worth individuals and families. This is an excellent opportunity to join a collaborative, relationship-driven team where you'll work closely with firm leadership, manage meaningful client relationships, and play a key role in the firm's continued growth. This is a growing, client-focused firm that offers direct access to leadership, a collaborative culture with minimal bureaucracy, and the opportunity to make a meaningful impact. The firm values work-life balance, provides hybrid flexibility, and offers strong long-term career growth in a team-oriented advisory environment. Responsibilities<ul><li>Manage and advise a book of high-net-worth clients </li><li>Develop personalized financial plans and investment strategies </li><li>Build long-term client relationships through proactive communication and portfolio reviews </li><li>Deliver ongoing financial planning and investment guidance </li><li>Identify opportunities to deepen existing relationships and support business development </li><li>Collaborate with advisors and internal teams to provide an exceptional client experience </li><li>Stay current on market trends and economic developments to support client recommendations </li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-08-07T00:00:00Z

Project Accountant

Berkeley, CA
onsite
Permanent / Full Time
75000 - 110000 USD / Yearly
We are looking for an experienced Project Accountant to support a growing architecture and engineering office in Berkeley, California. This hybrid role offers the opportunity to oversee the financial administration of assigned projects while partnering closely with project and operations leaders. The ideal candidate brings strong project accounting expertise, works well in a fast-moving environment, and is confident taking ownership of deadlines, billing accuracy, and financial coordination. Responsibilities: • Oversee the full financial administration of assigned projects, from setup through closeout, ensuring records remain accurate and up to date. • Prepare client invoices, review billing details, and coordinate approval steps so invoices are issued on schedule. • Track contract terms, project milestones, and billing requirements to support timely and accurate revenue activity. • Establish new projects in the accounting system and verify that budgets, billing structures, and contract conditions are entered correctly. • Examine agreements, proposals, purchase orders, and consultant documentation to confirm financial compliance and proper project charging. • Process subcontractor and vendor invoices while maintaining organized support for project-related costs and reimbursable expenses. • Monitor outstanding receivables and work with project leaders to address collection issues and improve cash flow. • Contribute to monthly project reviews, work-in-progress reporting, and period-end close activities with clear financial insight. • Maintain complete project documentation and recommend process improvements that reduce delays and strengthen accounting workflows.
2026-08-07T00:00:00Z

Project Accountant

Fremont, CA
onsite
Permanent / Full Time
80000 - 100000 USD / Yearly
We are looking for a detail-oriented Project Accountant to support the financial administration of projects in Fremont, California. This role works closely with operations and project teams to maintain accurate project records, support contract compliance, and help ensure reliable revenue and cost reporting. The ideal candidate brings strong accounting knowledge, sound judgment, and the ability to manage project-related financial activity in a fast-paced environment. Responsibilities: • Set up new projects, revisions, and approved scope changes in accounting and project management systems, ensuring budgets and values are recorded accurately. • Review project documentation for completeness and compliance, verify account structures, and prevent incorrect or incomplete bookings from moving forward. • Update cost estimates for ongoing work in a timely manner so active projects reflect current financial expectations. • Prepare and manage owner notice documentation, including lien-related filings and releases, while coordinating supporting materials when required. • Monitor projects through completion and finalize closeout activities within the accounting system once contractual work is finished. • Support post-payroll reporting by assisting with financial analysis tied to labor activity and project performance. • Examine monthly project charges, identify inconsistencies, and work with stakeholders to resolve billing or cost allocation issues. • Verify labor hours charged to jobs against weekly timesheet submissions to help maintain accurate project costing. • Evaluate work-in-progress and overall project results, offering insights that can strengthen profitability and improve cash flow management. • Contribute to month-end close activities and assist with additional accounting initiatives or department projects as assigned.
2026-07-17T00:00:00Z

Accounting Manager | Alternative Investments

Concord, CA
onsite
Permanent / Full Time
120000 - 150000 USD / Yearly
For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn. Jennifer Fukumae with Robert Half Finance & Accounting is partnering with a global private equity firm that is expanding its finance team. This is an outstanding opportunity for an experienced accounting professional looking to transition from public accounting into investment accounting while joining a highly respected firm known for its collaborative culture, career development, and long-term growth opportunities. If you're currently in public accounting at the Manager or Senior Manager level and interested in moving in-house, this firm provides the training, mentorship, and exposure needed to build a successful career in private equity finance. Responsibilities<ul><li>Maintain a thorough understanding of the firm's general ledger structure and fund financial reporting.</li><li>Review quarterly and annual fund financial statements for accuracy, completeness, and compliance with U.S. GAAP.</li><li>Partner with internal leadership and external service providers to ensure timely completion of audits and tax filings.</li><li>Research and resolve technical accounting and tax matters.</li><li>Monitor fund cash activity and forecast future cash requirements.</li><li>Review capital calls and distributions to limited partners.</li><li>Review capital activity related to underlying portfolio investments.</li><li>Assist with regulatory and compliance reporting requirements.</li><li>Collaborate across the finance team to support departmental initiatives and business objectives.</li><li>Identify opportunities to improve processes, enhance efficiencies, and strengthen internal controls.</li><li>Respond to investor inquiries and prepare financial reports and ad hoc requests.</li><li>Provide guidance on complex accounting transactions and mentor junior accounting staff.</li></ul>
2026-08-15T00:00:00Z

Commercial Property Manager

Palo Alto, CA
onsite
Permanent / Full Time
120000 - 140000 USD / Yearly
Commercial Property Manager Real estate investment, development, and ownership company focused on high-quality, value-add commercial properties in supply-constrained downtown markets. Company own and operate a portfolio of office, retail, mixed-use, and residential assets across markets including Palo Alto, Menlo Park, Mountain View, Redwood City, and San Francisco. We are looking for a highly organized, detail-oriented, and proactive Commercial Property Manager who can help keep our portfolio running smoothly and make day-to-day execution more predictable, professional, and efficient.Position OverviewThe Commercial Property Manager / Portfolio Operations Manager will oversee the day-to-day operations of a portfolio of Bay Area commercial properties, with a focus on tenant communication, vendor coordination, maintenance follow-up, property inspections, lease administration support, small project management, and overall tenant experience.This person should be comfortable managing multiple small-to-mid-sized properties, working directly with tenants, vendors, brokers, contractors, architects, and internal team members. The right candidate will be proactive, organized, responsive, and able to identify issues before they become larger problems.This is an important role for a boutique real estate owner-operator where people wear multiple hats. The ideal candidate is not just collecting work orders, but actively thinking about how each property should feel, operate, lease, and improve over time. Qualifications• 5+ years of property management, commercial real estate operations, asset management support, facilities management, or related real estate experience.• Experience with commercial office, retail, mixed-use, or downtown properties preferred.• Strong vendor management and tenant communication skills.• Ability to manage multiple properties, projects, vendors, and deadlines at the same time.• Strong written and verbal communication skills.• Comfortable reviewing leases, vendor proposals, invoices, budgets, and operating expenses.• Strong attention to detail and follow-through.• Ability to visit properties regularly across the Bay Area.• Experience with Yardi, AppFolio, MRI, Building Engines, Angus, Excel, Google Workspace, Microsoft Office, or similar tools preferred.
2026-07-17T00:00:00Z

Finance Coordinator

Livermore, CA
onsite
Temporary / Contract
33 - 34 USD / Hourly
This is a Long-term Contract opportunity offering a hybrid work arrangement and the chance to contribute to a fast-paced environment focused on accuracy, communication, and operational support. The ideal candidate will bring strong organizational skills, confidence working with vendors and internal partners, and the ability to manage multiple finance-related tasks efficiently. Responsibilities:• Create and maintain purchase orders while ensuring information is complete, accurate, and aligned with internal guidelines.• Communicate with vendors to address questions, follow up on outstanding items, and help resolve billing-related issues in a timely manner.• Review, track, and process vendor invoices to support smooth financial operations and proper documentation.• Partner with facilities and internal support teams to coordinate requests, scheduling needs, and operational follow-through.• Assist with finance-related projects designed to improve workflows, support implementation activities, and strengthen team processes.• Help organize and support training sessions tied to updated procedures, tools, or process enhancements.• Prepare spreadsheets, records, and status updates using Microsoft Excel and other business systems to keep information current and accessible.• Provide general coordination support to the finance team by managing priorities, responding to ad hoc requests, and maintaining clear communication across stakeholders
2026-07-30T00:00:00Z

Senior Finance Manager | Private Equity

San Jose, CA
onsite
Permanent / Full Time
150000 - 250000 USD / Yearly
For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn. Senior Finance Manager | Private Equity Firm | San Jose| Hybrid | Strong Compensation A leading global investment firm focused on technology investing is growing its finance team. Known for its sophisticated investment platform, strong performance track record, and high-caliber culture, the firm offers the opportunity to work alongside top talent within a highly respected private markets environment. This is an excellent opportunity to work with complex private equity fund structures while partnering with a lean, highly technical finance team. The position provides exposure to both fund accounting and tax, along with meaningful visibility across the organization, technically challenging work, outstanding compensation and benefits, and strong long-term career growth within a leading investment platform. Responsibilities<ul><li>Support fund accounting across complex private equity fund structures</li><li>Manage quarterly closes, reconciliations, capital calls, and distributions</li><li>Assist with annual financial statements and audit coordination</li><li>Partner with internal teams and external fund administrators on reporting and operations</li><li>Support accounting and tax-related workstreams across the platform</li><li>Contribute to technical accounting analysis and process improvement initiatives</li></ul>
2026-08-03T00:00:00Z

FP&A Manager

Emeryville, CA
remote
Permanent / Full Time
140000 - 160000 USD / Yearly
We are looking for an FP&A Manager to lead financial planning efforts and deliver meaningful insights that support strategic business decisions in Emeryville, California. This role will partner closely with leadership to shape budgets, forecasts, and long-range plans while improving the quality of financial analysis across the organization. The ideal candidate brings strong modeling expertise, sound business judgment, and the ability to translate complex financial data into clear recommendations. Responsibilities:<ul><li>Lead annual sales planning, including quotas, territory alignment, forecasting models, and leadership presentations.</li><li>Oversee sales forecasts, pipeline reporting, productivity tracking, and performance analysis.</li><li>Partner with Sales, HR, and Finance on compensation plans, quota setting, and workforce performance.</li><li>Develop and maintain dashboards and reporting for sales activity, production, market trends, and team effectiveness.</li><li>Manage budgeting and forecasting cycles, including planning assumptions, submissions, and reforecasts.</li><li>Analyze budget variances, financial results, and key business drivers across departments.</li><li>Identify cost trends, financial risks, savings opportunities, and resource requirements.</li><li>Advise business leaders on expense management, accounting entries, and financial reporting accuracy.</li><li>Prepare executive-level financial reports, presentations, and board materials.</li><li>Monitor KPIs, benchmark performance, and highlight business opportunities and risks.</li><li>Improve reporting, planning processes, automation, and data integrity.</li><li>Coach and develop team members while supporting a high-performing finance organization.</li><li>Support special projects and provide ad hoc business analysis as needed.</li></ul>
2026-08-14T00:00:00Z