<p>We are looking for a Linux Systems Administrator to support a Financial Services organization with critical on-premises infrastructure initiatives in San Francisco, California. This Contract position is designed for someone who is detail oriented and can balance hands-on Linux administration with automation, storage, virtualization, and security work across several priority projects. The engagement is expected to run for approximately 3 months and may continue based on business needs and ongoing infrastructure support demands.</p><p><br></p><p>Responsibilities:</p><p>• Build, configure, and maintain Ubuntu-based Linux servers within an on-premises enterprise environment.</p><p>• Establish and manage an Ansible framework to streamline infrastructure provisioning, configuration management, and repeatable deployments.</p><p>• Oversee file server operations and support storage platforms, including configuration, performance tuning, and ongoing administration.</p><p>• Deliver multiple infrastructure-focused projects covering server implementation, automation improvements, and overall environment optimization.</p><p>• Apply security standards and strengthen systems through hardening measures, access controls, and risk-reduction practices.</p><p>• Support the organization’s virtualized environment, including administration and upkeep of Proxmox-based systems.</p><p>• Work with technology leadership to define priorities, while independently driving assigned initiatives through completion.</p><p>• Troubleshoot infrastructure issues, recommend practical improvements, and help maintain reliable day-to-day system operations.</p>
<p>We are seeking a Financial Analyst to support budgeting, forecasting, financial reporting, and performance analysis for a growing San Francisco organization. This hybrid contract role will work with accounting and business leaders to provide clear and actionable financial insights.</p><p><strong>Responsibilities</strong></p><ul><li>Prepare monthly financial reports, forecasts, and budget-to-actual analyses.</li><li>Analyze revenue, expenses, headcount, and operational performance.</li><li>Maintain financial models and departmental reporting schedules.</li><li>Investigate financial variances and communicate key business drivers.</li><li>Partner with department leaders to gather forecasting assumptions.</li><li>Assist with annual budgeting and long-range planning activities.</li><li>Develop dashboards and management presentations.</li><li>Validate financial data across accounting and planning systems.</li><li>Support scenario analysis and business-case development.</li><li>Improve reporting processes through Excel, Power BI, or other tools.</li></ul><p><br></p>
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.<br><br>Responsibilities:<br>• Lead the annual budgeting process by developing templates, coordinating with department heads, and preparing detailed budget presentations.<br>• Conduct quarterly forecasting exercises, providing actionable insights to senior management.<br>• Ensure data accuracy and integrity while preparing monthly financial reports and developing new reporting tools.<br>• Analyze variances against budgets and prior year results to identify trends and areas for improvement.<br>• Support executive management by assisting in the preparation of board presentations and delivering ad hoc analyses.<br>• Create and maintain data models to design performance metrics and support financial systems.<br>• Evaluate product profitability by analyzing supply chain costs, pricing structures, and brand expenditures.<br>• Provide inventory analysis to identify trends related to expiration, sales forecasting, and margin implications.<br>• Collaborate with sales and marketing teams to develop sales forecasts, monitor performance metrics, and validate regional trends.<br>• Assist in pricing administration and conduct brand spend analysis to optimize market strategies.
<p>We are seeking a Fund Accountant to support the accounting and reporting activities of an investment management firm in San Francisco. This hybrid contract role will focus on fund-level accounting, portfolio reconciliations, capital activity, financial reporting, and audit support.</p><p><strong>Responsibilities</strong></p><ul><li>Maintain accounting records for assigned investment funds and related entities.</li><li>Prepare and post journal entries for investment, income, expense, and capital activity.</li><li>Reconcile cash, investment positions, and fund activity to custodial and administrator records.</li><li>Calculate or review net asset value and investor allocations.</li><li>Record capital calls, distributions, management fees, and fund expenses.</li><li>Maintain partner capital accounts and investment roll-forward schedules.</li><li>Prepare monthly, quarterly, and annual fund reporting packages.</li><li>Review administrator reports and investigate accounting discrepancies.</li><li>Assist with financial statement preparation and annual audits.</li><li>Coordinate with fund administrators, auditors, custodians, and internal teams.</li><li>Support investor reporting, data requests, and ad hoc accounting projects.</li><li>Document procedures and identify opportunities to improve fund accounting processes.</li></ul>
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Financial Advisor | Wealth Management Firm | San Francisco | Hybrid, 2-3 Days onsite</strong></p><p> </p><p>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.</p><p><strong> </strong></p><p>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.</p><p> </p><p><strong>Responsibilities</strong></p><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><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Our client, a respected public agency in the San Francisco Bay Area, is seeking an experienced Contract Specialist to support its Procurement Office on a long-term contract basis. This position is responsible for administering government procurement contracts throughout the contract lifecycle, including preparing competitive solicitations, contract documents, reviewing procurement requests against agency policies, coordinating legal and stakeholder approvals, facilitating contract execution, and monitoring ongoing compliance, spending, reporting, and recordkeeping. The ideal candidate has demonstrated experience supporting procurement and contract administration within a government agency and understands the policies, approval structures, documentation requirements, and compliance standards applicable to public procurement.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Administer the full lifecycle of government procurement contracts, including preparation, review, negotiation support, execution, amendments, renewals, compliance monitoring, and closeout. </li><li>Prepare and coordinate Requests for Proposals (RFPs), Requests for Qualifications (RFQs), Requests for Quotations (RFQs), solicitations, contracts, amendments, and related procurement documentation. </li><li>Review and analyze requests for goods and services, scopes of work, contract terms, and supporting documentation for compliance with current agency procurement policies and procedures. </li><li>Coordinate contract review, negotiation, approval, and execution with legal counsel, vendors, internal stakeholders, and authorized signatories. </li><li>Facilitate contract signatures, distribute executed agreements, and maintain complete procurement records and contract files. </li><li>Monitor contract spending, expenditures, deliverables, reporting requirements, renewal dates, amendments, and other key milestones throughout the contract term. </li><li>Interpret contract terms, procurement policies, and agency procedures for internal stakeholders. </li><li>Support vendor management and contract compliance activities, including insurance, labor, documentation, and performance requirements. </li><li>Assist with internal and external audits, inspections, compliance reviews, and quality assurance initiatives. </li><li>Conduct procurement research, analyze contract and program data, prepare reports, and recommend process or policy improvements. </li><li>Prepare correspondence, staff reports, fiscal status reports, cost analyses, and other materials for management, governing boards, committees, and external agencies. </li><li>Coordinate meetings, workshops, and trainings related to procurement procedures, contract requirements, and agency policies. </li><li>Perform additional procurement, contract administration, and program support duties as assigned. </li></ul>
<p><strong>Please apply to this posting and ping me on LinkedIn for additional consideration – Mahmoud Adam, CPA</strong></p><p><br></p><p>💰 <strong>Compensation:</strong> $250K–$300K Base (Stretch) + Bonus + Carry (DOE)</p><p>📍 <strong>Location:</strong> San Francisco | Hybrid </p><p><br></p><p><br></p><p>This is <strong>not</strong> your typical Controller opportunity.</p><p><br></p><p>If you're looking for another role where you simply close the books every month... this probably isn't it.</p><p><br></p><p>This is an opportunity to become the <strong>financial right hand to the Managing Partner</strong> of a rapidly growing private equity firm—and help shape the future of the business.</p><p><br></p><p>You'll own the finance function, influence strategic decisions, manage relationships with fund administrators, auditors, banks, and advisors, while helping scale a firm that's actively investing in the middle market across <strong>Business Services, Technology, and Information Services</strong>.</p><p><br></p><p>If you're the type of finance leader who enjoys <strong>building, improving, solving problems, and thinking like an owner</strong>, you'll likely thrive here.</p><p><br></p><p>💡 What You'll Do</p><p>• Own the accounting and finance function across <strong>Funds, GP, and Management Company</strong></p><p>• Partner directly with the Managing Partner on strategic initiatives</p><p>• Lead quarterly closes, financial reporting, budgeting, forecasting, and FP&A</p><p>• Manage treasury, capital calls, distributions, cash forecasting, and liquidity</p><p>• Oversee outsourced accounting partners while remaining hands-on</p><p>• Drive process improvements, automation, KPIs, and operational efficiency</p><p>• Support audits, tax compliance, investment valuations, and investor reporting</p><p><br></p><p><br></p><p>🚀 Why This Opportunity Stands Out</p><p>✅ Report directly to firm leadership with exceptional visibility</p><p>✅ Play a critical role in scaling a growing private equity platform</p><p>✅ Broad exposure across <strong>Fund Accounting, GP Accounting, Management Company Finance, FP&A, Treasury, Operations, and Strategy</strong></p><p>✅ Small, entrepreneurial team where your ideas actually get implemented</p><p>✅ Significant long-term upside through <strong>bonus and carry participation</strong></p><p>✅ High-autonomy environment with <strong>no micromanagement</strong></p>
<p>🚨 <strong>Please apply to this posting and ping me on LinkedIn for additional consideration – Mahmoud Adam, CPA</strong></p><p>💰 <strong>Compensation:</strong> $250K–$300K Base (Stretch) + Bonus + Carry (DOE)</p><p>📍 <strong>Location:</strong> San Francisco | Hybrid </p><p><br></p><p><br></p><p>This is <strong>not</strong> your typical Controller opportunity.</p><p><br></p><p>If you're looking for another role where you simply close the books every month... this probably isn't it.</p><p><br></p><p>This is an opportunity to become the <strong>financial right hand to the Managing Partner</strong> of a rapidly growing private equity firm—and help shape the future of the business.</p><p><br></p><p>You'll own the finance function, influence strategic decisions, manage relationships with fund administrators, auditors, banks, and advisors, while helping scale a firm that's actively investing in the middle market across <strong>Business Services, Technology, and Information Services</strong>.</p><p>If you're the type of finance leader who enjoys <strong>building, improving, solving problems, and thinking like an owner</strong>, you'll likely thrive here.</p><p><br></p><p>💡 What You'll Do</p><p>• Own the accounting and finance function across <strong>Funds, GP, and Management Company</strong></p><p>• Partner directly with the Managing Partner on strategic initiatives</p><p>• Lead quarterly closes, financial reporting, budgeting, forecasting, and FP&A</p><p>• Manage treasury, capital calls, distributions, cash forecasting, and liquidity</p><p>• Oversee outsourced accounting partners while remaining hands-on</p><p>• Drive process improvements, automation, KPIs, and operational efficiency</p><p>• Support audits, tax compliance, investment valuations, and investor reporting</p><p><br></p><p>🚀 Why This Opportunity Stands Out</p><p>✅ Report directly to firm leadership with exceptional visibility</p><p>✅ Play a critical role in scaling a growing private equity platform</p><p>✅ Broad exposure across <strong>Fund Accounting, GP Accounting, Management Company Finance, FP&A, Treasury, Operations, and Strategy</strong></p><p>✅ Small, entrepreneurial team where your ideas actually get implemented</p><p>✅ Significant long-term upside through <strong>bonus and carry participation</strong></p><p>✅ High-autonomy environment with <strong>no micromanagement</strong></p>
<p>We are seeking a Grant Accountant to support grant billing, financial reporting, compliance, and reconciliation activities for a nonprofit organization in San Francisco. This hybrid contract role will work closely with finance and program teams to ensure grant expenditures are properly recorded and reported.</p><p><strong>Responsibilities</strong></p><ul><li>Maintain accounting records for government, foundation, and private grants.</li><li>Prepare grant invoices, reimbursement requests, and supporting schedules.</li><li>Review expenses for compliance with grant agreements and approved budgets.</li><li>Reconcile grant revenue, receivables, expenditures, and deferred balances.</li><li>Prepare journal entries and assist with monthly close activities.</li><li>Monitor grant budgets and communicate potential variances.</li><li>Maintain documentation for audits and funder reviews.</li><li>Assist program managers with grant-related financial questions.</li><li>Prepare grant financial reports and expenditure summaries.</li><li>Support process improvements related to grant tracking and billing.</li></ul><p><br></p>
<p>Please apply here and message me on LinkedIn for best consideration - Jeffrey Abrams</p><p><br></p><p>Join a growing, employee-owned investment management firm where you'll play a highly visible leadership role overseeing fund operations and business management. This position is ideal for an experienced investment management professional who enjoys wearing multiple hats, influencing firm strategy, and helping build a scalable organization.</p><p><br></p><p>As a key member of the leadership team, you'll oversee critical operational functions across the firm, including:</p><ul><li>Lead all aspects of mutual fund administration, including regulatory reporting, board communications, vendor management, fund financial oversight, tax coordination, and product administration.</li><li>Partner with firm leadership on business operations, product launches, strategic initiatives, and service provider relationships.</li><li>Support compliance initiatives, including regulatory filings, policy development, and committee participation.</li><li>Oversee Human Resources, including recruiting, onboarding, performance management, compensation, and employee development.</li><li>Manage technology, cybersecurity, office operations, business continuity planning, and AI initiatives alongside external consultants.</li><li>Help build the infrastructure, processes, and operational excellence needed to support the firm's long-term growth.</li></ul><p>Compensation & Benefits</p><ul><li><strong>Competitive and generous Base Salary:</strong> </li><li>Annual bonus</li><li>Employee equity participation program</li><li>401(k) with company match</li><li>Comprehensive medical, dental, and vision coverage</li><li>Paid parental leave</li><li>20 days PTO plus market holidays</li><li>Remote work and commuter reimbursement</li><li>Professional education reimbursement</li></ul><p>This is a rare opportunity to step into a broad executive-level operations role with significant visibility and influence. You'll work directly with senior leadership, oversee the firm's operational strategy, and help shape the future of an employee-owned investment management business. For someone who enjoys solving complex operational challenges while contributing to the growth of a high-performing organization, this role offers exceptional long-term career potential.</p>