<p>We are seeking a Compliance Analyst to join our technology client’s team and ensure adherence to regulatory requirements, data privacy standards, and internal governance policies. This hybrid role requires one day per week on-site at the client’s Oakland office, with the remainder remote.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Monitor compliance with technology-related regulations such as GDPR, CCPA, SOC 2, and ISO 27001.</li><li>Conduct audits of internal systems and processes to identify risks and ensure security best practices.</li><li>Assist in developing and maintaining policies for data protection, cybersecurity, and ethical business conduct.</li><li>Prepare compliance documentation for regulatory filings and client certifications.</li><li>Collaborate with engineering, product, and legal teams to implement compliance controls.</li><li>Track regulatory changes in tech and data privacy laws and communicate updates to stakeholders.</li><li>Support investigations of potential compliance breaches and recommend corrective actions.</li></ul>
<p>We are looking for a Senior Financial Reporting Analyst to join our team in Concord, California. This role is integral to maintaining accurate financial records and ensuring compliance with reporting standards. The ideal candidate will have strong analytical skills and a thorough understanding of accounting principles.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Lead preparation of recurring US GAAP and non-GAAP financial reports, ensuring accuracy and compliance with all accounting standards.</li><li>Maintain disclosure checklists and ensure adherence to GAAP and reporting requirements.</li><li>Monitor updates to accounting standards and assess potential impacts on financial statements.</li><li>Manage complex accounting for non-routine transactions, including business combinations, debt modifications, equity conversions, consolidations, and other special projects.</li><li>Conduct advanced accounting analyses related to goodwill impairment, reporting units, and non-controlling interests.</li><li>Collaborate with teams across accounting, finance, legal, audit, and IT to resolve technical accounting, revenue recognition, and reporting issues.</li><li>Oversee audit engagements, providing timely updates and supporting efficient completion of audit processes.</li><li>Coordinate with external auditors, supplying documentation and guidance throughout annual testing.</li><li>Assist with internal audit and SOX compliance initiatives.</li><li>Perform key month-end close duties, including journal entries and account reconciliations.</li><li>Support tax compliance by preparing documentation and coordinating with external advisors on federal, state, and local filings.</li></ul><p><br></p>
<p><strong>Natalie Lue with Robert Half is recruiting for an HR Analyst in San Francisco to work four days onsite/one day remote. Our client</strong> is a top Private Equity firm seeking a detail-oriented and analytically strong HR Analyst to join their People team. The successful candidate will serve as a critical internal partner in managing and enhancing HR systems, developing and delivering HR metrics, optimizing workflows, and supporting key HR operations. This role will also act as a backup for payroll processing and contribute to broader People Team initiatives. </p><p><br></p><p>This is an excellent opportunity for an HR professional with 5-7+ years of experience, strong operational, technical capabilities, and a business mindset. You will work with a high-performing, collaborative team to support an organization that has a strong culture, great reputation in the industry, and operates at the highest level of professional standards.</p><p><br></p><p>About the Role</p><p><br></p><p>HR Systems Management</p><ul><li>Serve as the primary administrator for the firm’s core HR system, UKG.</li><li>Work with UKG and external carriers/vendors to optimize system integrations across HR operations.</li><li>Maintain system integrity and user access, perform data audits, and implement system upgrades and enhancements aligned with business needs.</li><li>Build and maintain process documentation and training materials.</li><li>Support with other HR systems management and implementations as needed.</li></ul><p><br></p><p>HR Metrics, Reporting & Analytics</p><ul><li>Produce regular workforce reports including headcount, attrition, performance, compensation, diversity, and organizational structure.</li><li>Produce ad-hoc reports as requested.</li><li>Provide data analysis to support strategic workforce planning, compensation reviews, and regulatory compliance.</li><li>Ensure accuracy, confidentiality, and compliance in all reporting processes.</li><li>Responsible for data entry, data integrity and auditing as required.</li></ul><p><br></p><p>Workflow Automation & Process Optimization</p><ul><li>Work with Director of People Operations to identify and execute automation opportunities in key HR processes (e.g., onboarding/offboarding, performance reviews, employment changes, benefits).</li><li>Enhance HR service delivery by collaborating with other teams (e.g. IT, Compliance, Finance) to improve workflow efficiencies and document processes.</li></ul><p><br></p><p>Generalist Support</p><ul><li>Serve as a secondary resource to the payroll function, ensuring timely and accurate payroll processing during coverage periods.</li><li>Support the execution of annual HR cycles (performance management, compensation planning, benefits renewals).</li><li>Support the People Team on employee relations, policy development, and other team initiatives.</li></ul><p> </p><p><strong>*Contact <u>Natalie Lue via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p>Our client is actively seeking an Accounting Analyst to interface with participating employers and process monthly contributions for health, welfare, and pension benefits. You’ll play a key role in ensuring accurate reporting, payment processing, and reconciliation for a large volume of employee records. This is an excellent opportunity for professionals who thrive in detail-oriented environments and enjoy leveraging their advanced Excel skills to manage large datasets and contribute to financial accuracy.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><p><br></p><p><strong>Process and Manage Contributions:</strong></p><ul><li>Handle monthly contributions for participating employers, often working with thousands of employee records in Excel. Use formulas and functions to ensure precision and manage complex data files, including preparing test files for data upload to the company mainframe.</li></ul><p><strong>Payment Posting and Reconciliation:</strong></p><ul><li>Download daily lockbox details to post payments in the system of record. Accurately apply payments to accounts and allocate receipts to the appropriate funds. Reconcile monthly receipts with bank statements and prepare summaries for general ledger updates.</li></ul><p><strong>Invoicing and Collections:</strong></p><ul><li>Prepare invoices for employers and handle electronic data transfer and document filing. Address discrepancies by creating billing documents and letters and coordinate arbitrations/collections with legal counsel and management for unpaid contributions.</li></ul><p><strong>Compliance, Audits, and Analysis:</strong></p><ul><li>Research and prepare billing related to compliance audits, withdrawal liability, and receivable balances, including liquidated damages. Compile and provide supporting documentation for amounts due, maintain accurate records, and document status of account reconciliations.</li></ul><p><strong>Communication and Coordination:</strong></p><ul><li>Regularly interface with employers to resolve contribution discrepancies and communicate billing status. Collaborate with management and legal counsel regarding arbitrations and collections when necessary.</li></ul><p>Ready to make a difference in a fast-paced accounting team? Apply today or contact Dennis Brinkmann for immediate consideration - 925-271-4809 </p><p><br></p><p><br></p>
<p><br></p><p><br></p><p>Responsibilities:</p><p>• Manage accounts payable packages on a bi-weekly basis, ensuring timely approvals and accurate coding of invoices.</p><p>• Oversee lease administration processes, including reviewing agreements and maintaining compliance with terms.</p><p>• Perform annual reconciliations, analyzing financial data and resolving discrepancies from January through June.</p><p>• Prepare and deliver accurate financial reports for a portfolio of clients and properties.</p><p>• Handle large data sets, utilizing Excel to organize, analyze, and present information effectively.</p><p>• Collaborate with team members to complete project-based financial tasks after reconciliation periods.</p><p>• Apply cash and accrual accounting principles to maintain accurate financial records.</p><p>• Communicate professionally with stakeholders, addressing inquiries and providing clear financial insights.</p><p>• Support problem-solving efforts by identifying and addressing issues within financial processes.</p><p>• Ensure compliance with organizational standards and procedures in all financial activities.</p>
<p>The Vineyard Management Specialist is responsible for ensuring optimal vineyard health and compliance with agricultural and environmental standards. This role requires advanced knowledge of viticulture and related sciences, applied through specialized education and professional experience.</p><p><br></p><ul><li>Plan and conduct daily on-site vineyard inspections to assess vineyard health, soil conditions, pest activity, and regulatory compliance</li><li>Design, establish, and implement standard operating procedures for vineyard inspections.</li><li>Develop and maintain comprehensive monitoring logs; analyze collected data to identify trends and inform strategic decision-making.</li><li>Prepare and present professional reports on a daily, weekly, seasonal, and annual basis, synthesizing complex information into actionable insights for vineyard management.</li><li>Ensure compliance with vineyard standards and regulatory requirements.</li><li>Exercise professional judgment in monitoring vineyard health and operational costs; evaluate and escalate material risks.</li><li>Coordinate and consult with external experts in soil science, pest management, and regulatory compliance to integrate specialized input into holistic vineyard management practices.</li></ul>
We are seeking a Senior Accountant/Financial Analyst to join our team in Santa Rosa, California. This position is a Contract to permanent opportunity, offering the chance to contribute to critical financial operations, including maintaining accurate records, ensuring compliance with funding requirements, and supporting audits. If you are a proactive individual with strong analytical skills and a passion for process improvement, we encourage you to apply.<br><br>Responsibilities:<br>• Oversee the general ledger and ensure timely completion of monthly reconciliations during the close process.<br>• Prepare funding requests and manage reporting for multiple government and private grants.<br>• Verify and direct ledger postings from various subsystems and external processing systems.<br>• Assess and refine cost allocation methodologies to ensure accuracy and appropriateness across programs.<br>• Lead or actively participate in cross-departmental projects, such as implementing new software systems.<br>• Identify opportunities for enhancements in financial processes and systems, implementing changes as needed.<br>• Foster a collaborative work environment, mentoring team members to support growth and development.<br>• Assist with audits and prepare documentation for organizational tax filings.<br>• Undertake additional accounting and financial responsibilities as assigned.
<p>We are seeking a skilled Database Analyst to join our team in San Francisco, California. This position is a contract-to-permanent opportunity, requiring a detail-oriented individual with a strong technical background and hands-on experience in database management and data migration. The role involves working on-site three days a week and contributing to the seamless integration and optimization of organizational data systems.</p><p><br></p><p>Responsibilities:</p><p>• Lead the migration of data from legacy systems into Apricot/Bonterra, ensuring accuracy and consistency throughout the process.</p><p>• Utilize Apricot’s tools to design and modify forms, fields, and import mappings for complex datasets.</p><p>• Extract, transform, and clean data from scattered legacy databases using SQL Server and Access.</p><p>• Validate, troubleshoot, and verify data to maintain compliance with reporting standards and privacy regulations.</p><p>• Develop training materials and provide hands-on support to non-technical staff during the transition to a unified data system.</p><p>• Design and implement reporting and visualization solutions using tools like Power BI and Tableau.</p><p>• Collaborate with diverse teams to ensure data integrity and promote consistent practices across all programs.</p><p>• Monitor and improve data quality to support grant and contract reporting needs.</p><p>• Provide technical guidance to staff and foster a collaborative, mission-driven work environment.</p>
<p>Our client seeks a motivated Accounting Analyst to support benefits contribution processing and financial operations for participating employers. This role involves high-volume data management, payment processing, and reconciliation, with a strong emphasis on accuracy and analytical ability. The ideal candidate excels with Microsoft Excel and enjoys working with large datasets to ensure precise benefit allocations and financial reporting.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Manage monthly submissions of employer data for health, welfare, and pension plans, processing thousands of records in Excel using advanced functions and formulas.</li><li>Prepare, test, and upload data files to the organization’s financial system, ensuring completeness and accuracy.</li><li>Record incoming payments, update account records, and assign receipts to the appropriate benefit funds.</li><li>Review and reconcile payment activity against bank statements, preparing monthly totals for general ledger entries.</li><li>Generate and send invoices to employers, facilitate electronic payments, and ensure all records are properly filed and accessible.</li><li>Research and resolve discrepancies, drafting billing statements and correspondence as needed for outstanding or disputed balances.</li><li>Support compliance audits and withdrawal reviews, maintaining thorough documentation and audit trails.</li><li>Investigate open receivables, penalties, or damages, providing clear documentation to management.</li><li>Collaborate with internal teams and legal counsel to coordinate collection efforts and arbitration for overdue contributions.</li><li>Communicate professionally with employers and internal stakeholders to resolve issues, clarify data, and ensure reporting accuracy.</li></ul><p><br></p><p>Are you ready to take on a detail-driven finance role? Please contact Dennis Brinkmann for immediate consideration - 925-271-4809</p><p><br></p>
We are looking for a detail-oriented Payroll Specialist to join our team on a contract basis in Concord, California. In this role, you will handle certified payroll processes, ensuring compliance with regulations and maintaining the highest degree of accuracy. This position offers an opportunity to contribute to the efficient management of payroll operations within the service industry.<br><br>Responsibilities:<br>• Manage certified payroll processes with precision and compliance to meet government requirements.<br>• Utilize Points North and other payroll applications to process and verify payroll data.<br>• Handle payroll for over 500 employees, ensuring timely and accurate payment.<br>• Maintain alliance relationships and collaborate effectively with internal and external stakeholders.<br>• Address and resolve payroll discrepancies, ensuring all data is organized and error-free.<br>• Upload payroll data to relevant platforms, ensuring proper documentation and record-keeping.<br>• Process prevailing wage calculations and ensure adherence to applicable labor laws.<br>• Support payroll cleanup efforts, identifying and eliminating duplicated records.<br>• Contribute to the improvement and streamlining of payroll operations to enhance efficiency.<br>• Provide expertise in full-cycle payroll using ADP Workforce Now and other systems.
<p>We are looking for an experienced Lead Billing Specialist to oversee and manage billing operations in a dynamic and fast-paced environment. This role requires a detail-oriented individual who can ensure accurate processing of invoices and collections while maintaining compliance with company policies. The ideal candidate will bring strong organizational skills and a commitment to delivering exceptional service. <strong>For immediate consideration, please contact Leon Chang directly via Linked-In.</strong></p><p><br></p><p>Responsibilities:</p><p>• Supervise and manage all billing operations to ensure accurate and timely processing of invoices.</p><p>• Monitor billing collections and follow up on outstanding accounts to maintain cash flow.</p><p>• Prepare and review billing statements to ensure accuracy and compliance with company standards.</p><p>• Implement and maintain effective billing systems to streamline operations and enhance efficiency.</p><p>• Collaborate with internal teams to resolve billing discrepancies and improve processes.</p><p>• Perform audits of billing records to identify and correct errors.</p><p>• Train and mentor team members on best practices and procedures in billing.</p><p>• Generate and analyze reports related to billing activities for management review.</p><p>• Ensure adherence to company policies and regulatory requirements in all billing functions.</p><p>• Address customer inquiries related to billing promptly and professionally.</p>
We are looking for a dedicated Customer Service Specialist to join our team on a contract basis in Santa Rosa, California. This role involves providing exceptional support to merchants while ensuring compliance, managing risk, and maintaining high standards of service delivery. The ideal candidate will bring strong technical skills, a keen eye for detail, and a proactive approach to problem-solving.<br><br>Responsibilities:<br>• Investigate and monitor merchant processing activities using advanced risk management tools.<br>• Handle customer inquiries by explaining underwriting policies and decisions with clarity.<br>• Conduct thorough investigations to ensure compliance and mitigate risks.<br>• Document risk assessments and findings in a concise and structured manner.<br>• Maintain merchant accounts, including updating profiles and bank account details.<br>• Collaborate with sales and other internal teams to deliver seamless merchant support.<br>• Stay informed about industry trends relevant to merchant services and risk management.<br>• Assist with credit and risk-related tasks, including reviewing merchant accounts.<br>• Ensure all services meet or exceed established quality and service standards.
<p>We are looking for a meticulous and experienced Accounts Payable Specialist to join our team on a long-term contract basis in San Francisco, California. In this role, you will handle crucial financial processes, including invoice management and payment operations, ensuring accuracy and compliance with company policies. This position requires someone who is detail oriented and has a strong understanding of accounts payable procedures, particularly in D2C eCommerce and consumer packaged goods industries.</p><p><br></p><p>Responsibilities:</p><p>• Process and review both purchase order (PO) and non-PO invoices, ensuring accurate coding and compliance.</p><p>• Coordinate with internal teams to address and resolve discrepancies related to purchase orders and vendor issues.</p><p>• Facilitate the timely approval and processing of payments for invoices.</p><p>• Maintain organized and accurate records of all accounts payable transactions.</p><p>• Support month-end closing activities by preparing reports and performing reconciliations.</p><p>• Ensure adherence to internal controls and company policies throughout all accounts payable operations.</p><p>• Assist with special projects and ad-hoc tasks within the finance department.</p><p>• Collaborate with colleagues to improve efficiency in accounts payable workflows and systems.</p>
We are looking for a highly organized and detail-oriented Accounts Payable Specialist to join our team in San Francisco, California. This is a contract position, offering an excellent opportunity to contribute to essential financial operations while gaining experience in a dynamic and fast-paced environment. The ideal candidate will bring expertise in invoice processing, vendor management, and expense tracking, ensuring seamless support during a maternity leave period.<br><br>Responsibilities:<br>• Manage vendor onboarding processes, including collecting essential information and ensuring compliance with required documentation.<br>• Review and verify W9 forms to maintain regulatory compliance.<br>• Communicate with clients to receive invoices and confirm accuracy before submission.<br>• Facilitate invoice approvals and ensure timely payments.<br>• Handle expense management tasks using Ramp, ensuring accurate tracking and reporting.<br>• Conduct periodic reviews of invoices for creators and vendors to ensure accuracy and alignment with company policies.<br>• Utilize GL codes effectively to categorize transactions and maintain accurate records.<br>• Assist in transitioning vendor management processes from Bill.com to Ramp, ensuring smooth integration.<br>• Collaborate with team members to address any discrepancies or issues related to accounts payable processes.
<p>We are seeking a highly organized and detail-oriented <strong>Consumer Product Compliance Coordinator</strong> for a temporary assignment supporting regulatory and product quality functions. You’ll be instrumental in protecting consumer safety, ensuring compliance, and maintaining product integrity—contributing directly to a values-driven culture and operational excellence.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Support tactical work for recalls, consumer complaints, SDS sheets, FSVP documentation, and daily pink/yellow item management</li><li>Maintain and update recall logs and documentation in compliance with regulatory requirements</li><li>Keep Safety Data Sheets current for products across the warehouse network</li><li>Ensure follow-up and resolution of item/vendor set-up issues to preserve data integrity</li></ul><p><strong>Location:</strong> Emeryville, CA (Hybrid)</p><p><strong>Hourly Pay:</strong> Up to $25/hr</p><p><strong>Start Date:</strong> ASAP</p><p><strong>Duration:</strong> 8–11 months</p><p><strong>Schedule:</strong> Hybrid – In office Monday/Tuesday/Thursday</p>
We seek an experienced controller to oversee our accounting staff of five. The ideal candidate will have significant Accounting and Costing experience in the manufacturing industry. You will be responsible for all accounting and reporting, decision support analysis, cash management, budgeting and forecasting. Must be a strong communicator and skilled financial analyst. This person will have responsibility for creating and maintaining our budgeting, payroll, and financial reporting processes along with internal control and reporting systems. Oversee and monitor cost accounting system and provide recommendations and guidance to management and help improve our operational efficiency and aid in our continued growth. <br> In essence, the Financial Controller is a key leader within the finance team, responsible for ensuring the financial health and stability of the organization while also contributing to its strategic direction. <br> Responsibilities include: • Manage daily accounting operations • Prepare Monthly Financial Statements, including Balance Sheet, Income Statement, Cash Flows, Management Recommendations and Forecasts. • Advise Management of Recommendations and Financial Analysis • Implement Procedures and internal controls as the company grows. • Provide Strategic Planning • Financial Reporting and Analysis: Preparing and presenting financial statements, reports, and analysis. • Compliance and Risk Management: Ensuring compliance with financial regulations, accounting standards, and internal policies. • Cash Flow Management: Monitoring and managing cash flow, including accounts receivable and payable. • Payroll: Responsible for completing the Salary Payroll process. • Team Leadership: Leading and mentoring a team of finance professionals.
<p><strong>Employment Type:</strong> Contract | Contract-to-Hire | Project-Based</p><p><strong>Compensation:</strong> $25 - $33</p><p> </p><p><strong>About the Role</strong></p><p>Robert Half is seeking an experienced and detail-oriented <strong>Accounts Payable Specialist</strong> with construction accounting experience to support our local clients. This opportunity offers a chance to grow your skills while contributing to the success of complex construction projects in an engaging, team-oriented setting. </p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Process invoices and payments for subcontractors, suppliers, and vendors.</li><li>Verify invoice details, including purchase orders, job codes, and cost allocations.</li><li>Handle lien waivers and ensure compliance with construction industry regulations.</li><li>Perform regular reconciliation of accounts payable and resolve discrepancies.</li><li>Manage vendor relationships and respond to payment inquiries in a timely manner.</li><li>Assist with financial statement preparation and cash flow analysis related to project costs.</li><li>Maintain organized records of project-specific payables and vendor documentation.</li><li>Collaborate closely with project managers and accounting teams to ensure accuracy.</li></ul><p><br></p>
<p>The Warehouse Operations Specialist ensures efficient, safe, and accurate handling, storage, and shipping of products within a warehouse environment.</p><p><br></p><p><strong><em>Key Responsibilities:</em></strong></p><ul><li>Oversee daily warehousing activities, including receiving, picking, packing, and shipping.</li><li>Maintain accurate records of inventory transactions and shipments.</li><li>Operate and maintain warehouse equipment and safety systems.</li><li>Supervise and support warehouse associates on processes and tasks.</li><li>Conduct regular inspections to ensure compliance with safety and quality standards.</li><li>Assist in process optimization for productivity and space utilization.</li></ul><p><br></p>
We are looking for a detail-oriented Order Entry Specialist to join our team on a contract basis in Petaluma, California. In this role, you will leverage your expertise in Sage 300 to train staff on order entry processes, ensuring accuracy and efficiency. This position offers an opportunity to make a meaningful impact by optimizing workflows and enhancing operational performance.<br><br>Responsibilities:<br>• Deliver comprehensive training sessions on Sage 300 Order Entry functionalities to team members.<br>• Develop user-friendly documentation and workflows to standardize order entry processes.<br>• Provide expert guidance on maximizing the use of Sage 300 modules for order management.<br>• Troubleshoot and resolve common issues during training to ensure smooth operation.<br>• Recommend strategies to improve data integrity and streamline order management tasks.<br>• Create customized training materials to accommodate various learning styles and technical levels.<br>• Collaborate with teams to identify process improvements and implement best practices.<br>• Offer practical solutions to optimize Sage 300 modules for related tasks like inventory control and accounts receivable.<br>• Ensure compliance with industry standards and company policies within order entry workflows.
We are looking for a detail-oriented Payroll Specialist to join our team in San Rafael, California. In this long-term contract position, you will play a vital role in managing payroll processes, ensuring accuracy in financial records, and supporting various accounting functions. If you thrive in a fast-paced environment and have a passion for precision, this opportunity is perfect for you.<br><br>Responsibilities:<br>• Process full-cycle accounts payable, ensuring all transactions are accurately recorded and managed.<br>• Prepare and manage payroll entries, including maintaining and verifying employee timecards.<br>• Conduct data entry tasks with a high level of accuracy and attention to detail.<br>• Create and post journal entries to maintain accurate financial records.<br>• Collaborate on the implementation and optimization of payroll systems and processes.<br>• Handle automated payroll operations to streamline and ensure timely payments.<br>• Perform check runs and review payment batches for compliance and correctness.<br>• Support financial reporting and assist with month-end close activities as needed.<br>• Maintain organized and up-to-date documentation related to payroll and accounts payable.<br>• Communicate effectively with team members to resolve discrepancies and ensure smooth operations.
<p>Our CPA client in Walnut Creek is seeking an interim Sr. Tax Analyst for the 2025 tax season. This role will involve preparing and reviewing tax returns for a diverse client base, including high-net-worth individuals, corporations, and fiduciaries. The position will run from mid-February through mid-April and requires a strong understanding of pre-2018 tax regulations, with familiarity in tax changes post-2018 considered a plus. Ideally you will work onsite in Walnut Creek, but the client is open to a hybrid work schedule, with the caveat that the work is paper-based. Pay is expected to be $65-$75/hr. DOE</p><p><br></p><p>Responsibilities:</p><p>• Prepare and review tax returns for high-net-worth individuals, corporations, partnerships, and fiduciaries</p><p>• Collaborate closely with two CPAs to ensure accurate and timely completion of tax filings</p><p>• Analyze and handle tax-free exchanges, real estate transactions, and depreciation recaps</p><p>• Apply in-depth knowledge of pre-2018 tax regulations to support compliance and planning efforts</p><p>• Utilize familiarity with 2018 tax changes and Section 199A provisions to optimize tax strategies</p><p>• Conduct thorough evaluations of trust and estate tax filings, ensuring meticulous attention to detail</p><p>• Provide expert tax preparation services across various client profiles, maintaining high standards of accuracy</p><p>• Stay updated on evolving tax laws and regulations to deliver informed guidance</p><p>• Support clients with complex tax issues, offering tailored solutions to meet their needs</p>
<p>We are looking for an experienced SBA Loan Closer from Private banking- Support specialist to join our team on a contract basis in Walnut Creek, California. In this role, you will play a vital part in ensuring the successful completion of loan transactions by managing loan documentation, verifying compliance, and coordinating with various stakeholders. This position offers an opportunity to utilize your expertise in SBA loan closing processes, documentation systems, and regulatory requirements.</p><p><br></p><p>Responsibilities:</p><p>• Collect and review all necessary loan documentation to ensure accuracy and completeness, including title reports, lien searches, and compliance with authorization terms.</p><p>• Generate and maintain a comprehensive checklist of all required items for loan closing while ensuring pending items are resolved.</p><p>• Package loan files and related documents in accordance with organizational standards and regulatory guidelines.</p><p>• Obtain approval through E-tran and prepare authorization documents that align with credit terms and conditions.</p><p>• Draft loan documentation using Laser Pro, ensuring precision and compliance with established standards.</p><p>• Communicate effectively with clients, escrow/title companies, and insurance providers to coordinate smooth loan closings.</p><p>• Ensure collateral is safeguarded by perfecting liens in the appropriate positions.</p><p>• Conduct quality checks on all documentation to confirm adherence to eligibility criteria and organizational policies.</p><p>• Collaborate with internal and external teams to address any discrepancies or issues related to loan closings.</p>
<p>We are looking for an experienced Property Administrator to oversee the daily operations of a residential community in San Francisco, California. This contract position requires a strong leader who can ensure compliance with housing regulations, manage financial activities, and foster positive relationships with residents and stakeholders. If you are passionate about delivering exceptional service and creating a supportive work environment, we encourage you to apply.</p><p><br></p><p>Responsibilities:</p><p>• Supervise the daily operations of the residential community to ensure efficient and quality service.</p><p>• Ensure compliance with U.S. Department of Housing and Urban Development, state Housing Finance Agency, and local government regulations.</p><p>• Lead and manage the team, including assigning tasks, evaluating performance, and handling recruitment efforts.</p><p>• Build and maintain strong relationships with residents, team members, and government agencies.</p><p>• Monitor the financial health of the community by preparing budgets, conducting financial analyses, and managing cash flow.</p><p>• Address resident concerns and inquiries to support a positive living experience.</p><p>• Oversee accounts payable, accounts receivable, and billing functions to maintain accurate financial records.</p><p>• Utilize accounting software systems and CRM tools to manage property-related data efficiently.</p><p>• Implement and monitor adherence to organizational policies and procedures.</p><p>• Conduct audits and reviews to ensure operational and financial compliance.</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# 00410-0013348842 **</p>
<p><strong>Interested?</strong> Apply today and send your resume via LinkedIn to <strong>JC del Rosario</strong> — I’d love to connect!</p><p><br></p><p><strong>Accounts Payable Specialist</strong></p><p><br></p><p><strong>About the Role</strong></p><p>We are looking for a <strong>detail-oriented and organized Accounts Payable Specialist</strong> to join our team. In this role, you will manage the accounts payable process, ensure timely and accurate invoice processing, and maintain financial records in compliance with GAAP standards. This position is ideal for someone who thrives in a fast-paced environment and enjoys working collaboratively across departments.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Coordinate workflow between property management and accounting teams.</li><li>Manage electronic filing of property-related accounting documentation.</li><li>Monitor all aspects of accounts payable, including proper account coding and invoice processing.</li><li>Resolve business issues impacting financial statements proactively.</li><li>Participate in month-end close activities.</li><li>Review and monitor cash flow forecasts for multiple accounts and projects.</li><li>Ensure compliance with capitalization policies for fixed assets.</li><li>Assist in annual budgeting and forecasting processes.</li></ul>
<p><strong>Ready to take the next step? Apply today and share your resume via LinkedIn with JC del Rosario — I’d love to connect!</strong></p><p><br></p><p><strong>Accounts Payable Specialist</strong></p><p><br></p><p><strong>About the Role</strong></p><p>We’re looking for a highly organized <strong>Accounts Payable Specialist</strong> to join our team. In this role, you’ll oversee the full accounts payable process, ensuring timely and accurate invoice handling while maintaining compliance with GAAP standards. This position is ideal for someone who thrives in a fast-paced environment and enjoys collaborating across departments to improve efficiency and accuracy.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Coordinate workflow between property management and accounting teams.</li><li>Manage electronic filing of property-related accounting documentation.</li><li>Oversee all aspects of accounts payable, including account coding and invoice processing.</li><li>Proactively resolve issues impacting financial statements.</li><li>Participate in month-end close activities.</li><li>Review and monitor cash flow forecasts for multiple accounts and projects.</li><li>Ensure compliance with capitalization policies for fixed assets.</li><li>Assist with annual budgeting and forecasting processes.</li></ul>
