<p><strong>Senior Project Manager – Information Technology</strong></p><p>We are seeking an experienced Senior Project Manager to lead strategic IT initiatives in a fast‑moving, complex environment. This role requires a seasoned Project Manager with a strong track record delivering large‑scale technology projects from concept through deployment while aligning outcomes with organizational and executive priorities. You will oversee major enterprise rollouts including ERP, BI/Analytics, SaaS platforms, and custom applications supporting 2k+ users. The Senior Project Manager works closely with technical teams, business stakeholders, and senior leadership to ensure clarity, alignment, and successful execution.</p><p> </p><p>Open to 100% remote for candidates in PST, MST and CST. Will need to work PST hours</p><p><br></p><p><strong>Functions </strong></p><ul><li>Lead end‑to‑end lifecycle management for complex IT development and deployment initiatives.</li><li>Oversee enterprise‑scale implementations across ERP, analytics, SaaS, and custom applications.</li><li>Align technical teams, business units, and executive leadership to ensure successful delivery.</li><li>Manage scope, resources, schedules, budgets, and risks across multiple concurrent projects.</li><li>Track, optimize, and report on IT performance metrics while driving continuous service‑delivery improvements.</li><li>Serve as the communication bridge between technical and non‑technical stakeholders.</li><li>Validate all deliverables for business requirements, regulatory compliance, and operational readiness.</li><li>Support transformation initiatives that mature IT operations and enhance delivery capabilities.</li><li>Perform adhoc as needed</li></ul><p> </p><p> </p><p><br></p><p><br></p>
<p><strong>Project Manager (Administrative/Operations)</strong></p><p><strong>Description:</strong></p><p>Plan, execute, and oversee office projects, ensuring goals are met and teams are well-coordinated.</p><p><strong>Responsibilities:</strong></p><ul><li>Plan and oversee administrative projects</li><li>Track progress and ensure deadlines are met</li><li>Coordinate team members and resources</li><li>Prepare project reports and documentation</li><li>Identify and resolve project issues</li></ul>
<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>
We are looking for a skilled Project Accountant in Martinez, California, to join our team on a contract with the potential for a permanent position. This role offers an exciting opportunity to contribute to large-scale construction projects, ensuring accurate financial management and project controls. The ideal candidate will bring expertise in construction accounting and project management, along with proficiency in tools like Deltek Vision.<br><br>Responsibilities:<br>• Oversee financial aspects of construction projects, including budgeting, cost tracking, and forecasting.<br>• Manage project accounting tasks such as accounts receivable, billing, and cash flow analysis.<br>• Collaborate with project managers to ensure accurate reporting and compliance with labor and union agreements.<br>• Analyze and monitor project costs to provide detailed financial reports to stakeholders.<br>• Support change management processes by preparing budgets and tracking change orders.<br>• Maintain organized project documentation and ensure timely updates to financial systems.<br>• Assist in the preparation of bids and labor rate analyses, ensuring alignment with wage and contract requirements.<br>• Offer insights on productivity metrics and recommend improvements for efficiency.<br>• Coordinate with field teams to streamline project workflows and resolve financial discrepancies.<br>• Contribute to risk assessments and develop strategies to mitigate financial risks.
<p>We are looking for a detail-oriented Project Accountant to join our team in San Francisco, California. In this role, you will play a pivotal part in managing financial operations for construction projects, ensuring accurate tracking and reporting of expenses. The ideal candidate will have experience in project accounting and expertise in construction-related financial practices. <strong>For immediate consideration, please contact Leon Chang directly via Linked-In.</strong></p><p><br></p><p>Responsibilities:</p><ul><li>Partner with Project Managers to establish billing schedules, generate invoices, and ensure billing aligns with project progress.</li><li>Develop project budgets, monitor job costs, analyze variances, and assist with forecasting.</li><li>Prepare and issue client invoices, manage AR aging reports, and support collections efforts.</li><li>Review and process vendor and subcontractor invoices, oversee payment timelines, and track retainage.</li><li>Record and price change orders; assist with cost control and contract review processes.</li><li>Act as the primary finance liaison for PMs and Operations, prepare reports, and support month-end close activities.</li></ul>
We are looking for a meticulous Billing Clerk to join our team in Martinez, California. This Contract to permanent position offers an exciting opportunity to contribute to the financial operations of a reputable organization in the electrical construction industry. If you are detail-oriented and experienced in billing processes, we encourage you to apply.<br><br>Responsibilities:<br>• Prepare and organize billing packages, ensuring all required supporting documents such as labor reports, material invoices, and subcontractor records are included.<br>• Review invoices for compliance with client billing guidelines and verify accuracy before submission.<br>• Submit invoices through company and client systems, adhering to established procedures.<br>• Monitor and validate electronic time reports weekly to ensure payroll and billing accuracy.<br>• Upload required documentation into client platforms to facilitate timely payments.<br>• Collaborate with project managers to review and finalize invoice details.<br>• Follow up with clients to ensure payments are received on time and maintain accounts receivable aging reports.<br>• Respond promptly to audit requests from both internal teams and external customers.<br>• Assist with project cost analysis and support pricing for additional work using company systems.<br>• Compile and distribute weekly productivity reports and metrics related to commercial projects.
<p>We are looking for a dedicated and detail-oriented Event Outreach Assistant to join our team in Oakland, California. This is a long-term contract opportunity within the non-profit sector, offering an excellent chance to contribute to impactful projects while expanding your attention to detail and organizational abilities. The ideal candidate will play a key role in supporting event outreach, administrative tasks, and project coordination.</p><p><br></p><p>Responsibilities:</p><p>• Conduct outreach to firms and organizations through cold calling to promote event attendance.</p><p>• Maintain and update organizational contact lists to ensure accurate and efficient communication.</p><p>• Assist in the preparation of documents and presentations, including PowerPoint materials.</p><p>• Provide administrative support such as scanning, organizing files, and managing timelines.</p><p>• Coordinate event-related tasks, ensuring smooth execution and adherence to schedules.</p><p>• Support project management efforts by tracking progress and ensuring deadlines are met.</p><p>• Collaborate with team members to ensure successful delivery of assigned tasks.</p><p>• Manage master schedules and timelines for various projects and events.</p><p>• Perform other duties as assigned to support organizational goals and objectives.</p>
<p>We are looking for an experienced Treasury Manager to assist our client in San Francisco. This position is ideal for someone with a strong background in corporate treasury and financial operations and will play a vital role in managing cash flow, optimizing financial procedures, and ensuring compliance with investment policies. This is a long-term contract opportunity.</p><p><br></p><p>Responsibilities:</p><p>• Manage daily cash operations, including cash positioning, forecasting, and intercompany transactions.</p><p>• Develop and distribute treasury-based cash forecast models to improve financial planning.</p><p>• Collaborate with engineering and product teams to support projects such as new payment methods, currency launches, and local payment integrations.</p><p>• Oversee banking relationships and payment service provider systems, ensuring secure access management.</p><p>• Evaluate fees and costs across service providers, identifying opportunities for optimization.</p><p>• Implement risk management strategies, including foreign exchange hedging.</p><p>• Monitor the investment portfolio to ensure compliance with established policies and provide necessary support to stakeholders.</p><p>• Work closely with internal audit teams to document and execute controls over treasury processes, ensuring organizational compliance.</p><p>• Recommend and implement improvements to treasury procedures, including the development of standard operating procedures.</p><p>• Lead and oversee implementation projects related to treasury operations.</p>
We are looking for a highly organized and detail-oriented Project Assistant to join our team in Alameda, California. In this role, you will support various aspects of project management, working closely with team members to ensure smooth operations and timely completion of tasks. This is a Contract position with the potential for long-term employment, offering an opportunity to grow within a dynamic and fast-paced environment.<br><br>Responsibilities:<br>• Assist in managing project schedules, ensuring milestones are met and deadlines are adhered to.<br>• Utilize advanced Excel functions, including pivot tables, to analyze and present project data.<br>• Coordinate shipping and receiving logistics to support project timelines.<br>• Maintain and organize construction documents and records for efficient access.<br>• Support construction estimating by gathering and analyzing relevant data.<br>• Collaborate with team members to ensure construction schedules are planned effectively.<br>• Facilitate communication between departments and external stakeholders to streamline processes.<br>• Ensure compliance with industry standards and safety protocols during project execution.<br>• Provide administrative support, including scheduling meetings and preparing reports.<br>• Contribute to problem-solving efforts and propose solutions to enhance project efficiency.
<p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE DETAILS</strong></p><p><br></p><p><strong>ASSISTANT CONTROLLER/CONTROLLER</strong></p><p><strong>155K-175K+BONUS</strong></p><p><br></p><p>Well established real estate development company is seeking an Assistant Controller/Controller to join their expanding team. The position will be managing all aspects of financial reporting and compliance and will play a key role in preparing financial statements, analyzing financial data, and ensuring accuracy and completeness in the company's financial records. The Assistant Controller may also collaborate with auditors, support budgeting and forecasting activities, and help implement internal controls to safeguard the organization's financial integrity. Provide Controller support in managing the financial operations of the accounting department.</p><p><br></p><p>Responsibilities:</p><p>-Manage all aspects of financial reporting for construction projects, ensuring accuracy and adherence to deadlines.</p><p>-Prepare and analyze financial statements (income statements and balance sheets)</p><p>-Review/manage work-in-progress quarterly, working closely with project managers.</p><p>-Manage cash flow with line of credit</p><p>-Oversee accounts payable and accounts receivable processes.</p><p>-Ensure timely and accurate processing of invoices, payments, and collections.</p><p>-Manage payroll functions and compliance with payroll tax requirements.</p><p>-Ensure compliance with local, state, and federal regulatory requirements.</p><p>-Coordinate audits and financial reviews, providing necessary documentation and explanations.</p><p>-Communicate financial information effectively to non-financial stakeholders.</p><p><br></p><p><br></p>
<p>We are looking for an experienced Procurement Manager to assist our client on a long-term contract basis. This role is based in San Francisco and requires expertise in managing procurement processes for large-scale real estate projects. The ideal candidate will have a proven ability to negotiate contracts for furniture, general contracting, and architecture services while balancing cost savings, quality, and project timelines.</p><p><br></p><p>Responsibilities:</p><p>• Lead contract negotiations for real estate build-outs, focusing on Furniture, General Contracting, and Architecture agreements.</p><p>• Manage procurement processes for large-scale projects, ensuring alignment with budgetary and timeline constraints.</p><p>• Develop and implement vendor selection strategies to optimize cost, quality, and delivery time.</p><p>• Oversee bid management and evaluate proposals to identify the best options for construction and workplace projects.</p><p>• Collaborate with stakeholders to ensure procurement activities align with organizational goals and project requirements.</p><p>• Drive cost-saving initiatives while maintaining high standards for quality and speed of execution.</p><p>• Monitor and manage vendor performance to ensure compliance with contractual agreements.</p><p>• Provide strategic procurement support for tenant improvements and FF& E specifications.</p><p>• Conduct thorough cost analysis to support decision-making for real estate and workplace projects.</p><p>• Ensure procurement activities adhere to industry standards and company policies.</p>
<p>We are looking for a detail-oriented Accountant to join our team in the Contra Costa County. In this Contract to permanent role, you will play a key part in managing financial aspects of client projects, including billing, reporting, and collaborating with project managers across multiple offices. This position offers an opportunity to work in a dynamic and collaborative environment that values growth and teamwork.</p><p><br></p><p>Responsibilities:</p><p>• Oversee client billing processes, ensuring compliance with contractual terms and timely updates within the system.</p><p>• Conduct regular project reviews and generate detailed financial reports according to established schedules.</p><p>• Collaborate with project managers and coordinators across offices to ensure financial accuracy and alignment.</p><p>• Review and manage contractual billing terms, making necessary adjustments to maintain accuracy.</p><p>• Utilize advanced Excel functions, such as formulas, pivot tables, and V-lookups, to analyze financial data.</p><p>• Support monthly billing cycles and financial reporting tasks, maintaining accuracy and timeliness.</p><p>• Assist with account reconciliations and ensure adherence to financial procedures.</p><p>• Provide insights and recommendations to improve project accounting processes.</p><p>• Ensure compliance with organizational and industry standards in all financial activities.</p>
<p>Robert Half is partnering with a leading construction company in Sonoma County to identify an experienced Construction Controller to join their team. This is a key leadership role responsible for overseeing all financial operations, driving process improvements, and supporting strategic decision‑making as the company continues to grow. The ideal candidate brings strong construction industry experience, deep knowledge of job cost accounting, and a proven ability to lead a high‑performing accounting team.</p><p><br></p><p>For more information about this opportunity, please reach out to Robyn: 707.387.0299</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Financial Management & Reporting</strong></p><ul><li>Oversee all financial reporting, ensuring accuracy, timeliness, and compliance with industry standards.</li><li>Lead the preparation, review, and maintenance of all financial records.</li><li>Manage forecasting processes, including annual budgets, cash flow planning, and long‑range projections.</li><li>Approve and maintain the chart of accounts to ensure clear and effective financial tracking.</li></ul><p><strong>Job Costing & Analysis</strong></p><ul><li>Conduct detailed analysis of job costs, labor, equipment, and overhead.</li><li>Provide actionable insights to project managers and leadership to support decision-making and improve profitability.</li><li>Monitor financial performance across projects and identify variances proactively.</li></ul><p><strong>Leadership & Team Management</strong></p><ul><li>Lead and mentor the accounting team, ensuring strong performance and clear departmental structure.</li><li>Establish best practices within the accounting function and drive continuous process improvement.</li><li>Collaborate cross‑functionally with operations, project management, and executive leadership.</li></ul><p><strong>Internal Controls & Compliance</strong></p><ul><li>Develop, implement, and enforce robust internal controls to protect the organization's financial integrity.</li><li>Oversee debt compliance and maintain relationships with lenders, banks, and external partners.</li><li>Ensure accounting systems and software are optimized to support efficient operations.</li></ul><p><strong>Strategic Support</strong></p><ul><li>Identify financial risks and develop strategies to mitigate them.</li><li>Partner with leadership to drive operational efficiency and support long‑term growth initiatives.</li><li>Evaluate and refine accounting processes to enhance accuracy, scalability, and performance.</li></ul><p><br></p>
<p>Michelle Espejo with Robert Half Financial Services is recruiting for an <strong>Accounting Manager </strong>at a Well-Established <strong>Real Estate firm</strong>. This is a full-time permanent role based in <strong>Berkeley </strong>with a <strong>Hybrid</strong> schedule.</p><p> </p><p>This is your chance to step into a <strong>high-impact role </strong>at a company known for turning complex sites into vibrant, mixed-use communities. Every project is different, offering variety, visibility, and the opportunity to shape real change. You’ll own the numbers on major developments, work alongside sharp, collaborative teams, and play a key role in driving process improvements. If you're looking for <strong>stability, and the chance to grow with a team that truly values your ideas, this is it.</strong></p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Manage job cost accounting and enforce budget controls</li><li>Lead monthly cost meetings and support project cash flow planning</li><li>Collaborate with project teams to forecast funding needs and manage closeouts</li><li>Review contracts and ensure compliance with internal policies</li><li>Drive process improvements and improve reporting tools</li><li>Prepare audit materials and support annual budgets and forecasts</li><li>Handle vendor setup, accruals, and cost reallocations</li></ul><p> <strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p>Michelle Espejo with Robert Half Financial Services is recruiting for an <strong>Accounting Manager </strong>at a Well-Established <strong>Real Estate firm</strong>. This is a full-time permanent role based in <strong>Berkeley </strong>with a <strong>Hybrid</strong> schedule.</p><p> </p><p>This is your chance to step into a <strong>high-impact role </strong>at a company known for turning complex sites into vibrant, mixed-use communities. Every project is different, offering variety, visibility, and the opportunity to shape real change. You’ll own the numbers on major developments, work alongside sharp, collaborative teams, and play a key role in driving process improvements. If you're looking for <strong>stability, and the chance to grow with a team that truly values your ideas, this is it.</strong></p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Manage job cost accounting and enforce budget controls</li><li>Lead monthly cost meetings and support project cash flow planning</li><li>Collaborate with project teams to forecast funding needs and manage closeouts</li><li>Review contracts and ensure compliance with internal policies</li><li>Drive process improvements and improve reporting tools</li><li>Prepare audit materials and support annual budgets and forecasts</li><li>Handle vendor setup, accruals, and cost reallocations</li></ul><p> <strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p>We are looking for an experienced Sr. Amazon Marketplace Manager to oversee and drive the success of our client's Amazon business through both Vendor Central and Seller Central platforms. T</p><p><br></p><p>Responsibilities:</p><p>• Develop and execute comprehensive strategies for Amazon Vendor Central and Seller Central to achieve revenue growth and profitability.</p><p>• Monitor and optimize product catalog health, including item setup, variation management, and troubleshooting suppression issues.</p><p>• Oversee content optimization for product pages, including titles, bullet points, images, A+ content, and Brand Stores to enhance brand consistency and conversion rates.</p><p>• Collaborate with external agencies to set advertising goals, evaluate performance, and ensure alignment with broader business priorities.</p><p>• Manage Amazon advertising campaigns by providing strategic direction and analyzing key metrics such as TACoS, ACoS, and share of voice.</p><p>• Coordinate promotional activities, including Prime Day, seasonal events, and Subscribe & Save strategies to maximize sales opportunities.</p>
<p>We are looking for an innovative and detail-oriented Brand Marketing Manager to lead creative strategies and ensure operational excellence across marketing and business development initiatives. This role requires a dynamic individual who can seamlessly manage proposal preparation, presentation materials, and graphic design while collaborating to execute impactful marketing campaigns. </p><p><br></p><p>Responsibilities:</p><p>• Lead and oversee internal business development efforts, ensuring timely delivery of proposals, presentations, and client-facing materials.</p><p>• Organize and maintain a comprehensive library of templates, resumes, project pages, images, and firm materials for efficient proposal creation.</p><p>• Coordinate contributions from design staff to meet deadlines and produce high-quality deliverables.</p><p>• Develop and implement strategies to strengthen client relationships and expand clientele.</p><p>• Design and produce marketing collateral, including social media content, newsletters, brochures, and website updates.</p><p>• Plan and execute award submissions, ensuring all materials meet industry standards.</p><p>• Manage project photography, from scheduling shoots to selecting final images for promotional use.</p>
<p>We are looking for a dedicated Staff Accountant to join our team in Solano County, California. This role is ideal for someone who is detail-oriented, thrives in a dynamic environment, and enjoys contributing to accurate financial reporting and process improvement. The successful candidate will manage various accounting functions, including reconciliations, audits, and month-end close activities, while supporting project and administrative tasks.</p><p><br></p><p>Responsibilities:</p><p>• Handle comprehensive accounting tasks such as maintaining the general ledger, preparing journal entries, and performing account reconciliations.</p><p>• Execute month-end and year-end closing procedures to ensure accurate financial statements.</p><p>• Assist in documenting and monitoring internal controls to support compliance and efficiency.</p><p>• Conduct audits of financial accounts and reports, providing necessary information for external and internal reviews.</p><p>• Manage Accounts Payable and Accounts Receivable processes, including invoice handling, vendor coordination, and collections.</p><p>• Track and maintain project costs, ensuring proper documentation for construction-related initiatives.</p><p>• Support project management activities by organizing files, tracking change orders, and coordinating with vendors or subcontractors.</p><p>• Collaborate with team members to ensure financial processes align with organizational goals.</p><p>• Utilize accounting software, such as Sage 300, to streamline reporting and data management.</p>
We are looking for a dedicated Legal Assistant to provide comprehensive support to attorneys and ensure the efficient operation of legal cases and firm processes. This role requires a proactive individual who excels in managing legal documentation, scheduling, correspondence, and trial preparation. The ideal candidate will possess strong organizational skills and a deep understanding of litigation procedures.<br><br>Responsibilities:<br>• Open and close legal cases by obtaining necessary contracts, authorizations, and case details, and ensure proper documentation is circulated.<br>• Draft, prepare, and send legal correspondence, including communications with clients and other relevant parties.<br>• Coordinate travel arrangements for attorneys and manage incoming mail and service documents appropriately.<br>• Order and organize investigation reports and medical records for case files.<br>• Transcribe dictation promptly and maintain attorney calendars for appointments, depositions, and court schedules.<br>• Create, maintain, and organize both physical and electronic case files, ensuring all documents are saved and routed correctly.<br>• Prepare and file complaints, motions, and other pleadings in state and federal courts, adhering to deadlines and filing requirements.<br>• Schedule court appearances, depositions, and client meetings, arranging for interpreters or videographers when necessary.<br>• Assist in trial preparation by organizing trial binders, exhibits, and other materials, and coordinating expert witnesses and jury instructions.<br>• Manage discovery processes, ensuring timely receipt and distribution to attorneys, paralegals, and clients.
<p>A well-established organization is seeking a temporary Contract Administration Specialist to support a short-term project tied to a corporate office relocation. This is a fully remote opportunity ideal for someone with experience in contract administration, legal operations, and/or procurement who is comfortable working within a contract lifecycle management system and reviewing third-party vendor agreements. This assignment is expected to last approximately four weeks, with potential to extend depending on project needs.</p><p> </p><p><strong>Responsibilities:</strong></p><ul><li>Review active third-party vendor contracts to identify notice provisions and required delivery methods</li><li>Extract and validate vendor mailing addresses and primary contact information</li><li>Prepare and distribute formal address change notices in accordance with contractual requirements</li><li>Manage and track vendor notifications and follow-up communications</li><li>Cleanse and update vendor contract data within a contract management system (LawVu)</li><li>Support general contract administration cleanup and data integrity efforts</li><li>Manage contract administration workflows to ensure timely and accurate processing</li></ul><p><br></p>
<p>The Controller is responsible for the effective and efficient financial operations of the family office. This role is accountable for ensuring the accuracy, compliance, and timeliness of all</p><p>accounting and reporting functions. This role involves managing the financial activities of the family office’s entities while providing strategic financial insights, proactive risk management</p><p>and mitigation. Ensures the insurance programs are current and appropriate to cover all needed coverages for the estates, entities and activities of the Principals. Maintains the highest level of discretion and professionalism.</p><p>Duties:</p><p>• Serves as the primary contact for the CEO, CFO of Investments, and estate leadership on all family office financial and insurance matters.</p><p>● Builds and maintains strong, collaborative relationships with senior management peers, working closely with the CEO to address and align on tax requirements and financial strategies.</p><p>● Maintains accurate and current books and records for all assigned entities.</p><p>● Generates and distributes monthly, quarterly, and annual financial reports. Proactively reviews financial reporting with CEO.</p><p>● Reviews financial information prepared by external accounting partners for accuracy and reasonableness.</p><p>● Coordinates with banking teams for financial transactions and effectively manages banking relationships, including opening accounts and maintaining user permissions.</p><p>● Monitors and manages cash balances, ensuring the appropriate movement of funds to support cash flow needs.</p><p>● Maintains accurate and timely records of intercompany transactions.</p><p>● Oversees accounts payable processes, ensuring payments are accurate and appropriate. Approves invoices, including intercompany billing, and ensures timely payment of those transactions. </p><p>● Prepares annual financial plans in collaboration with estate management.</p><p>● Oversees vineyard financial planning and financial management, including planning preparation, cost analysis, and resource allocation. Leads the process for vetting external partners for vineyard financial expertise and maintains</p><p>effective relationships with partners.</p><p>● Designs, implements, and manages financial systems, processes, and internal controls to ensure operational efficiency. Proactively improves financial processes, procedures and systems which ensure accuracy, efficiency, and where applicable, ease of use for others (e.g., expense reporting).</p><p>● Ensures insurance coverage is current and adequate for all family office needs. Proactively plans for future coverages based on family office plans and strategies. Coordinates with insurance brokers to manage policies and report claims and ensures internal parties (e.g., CEO, estate leadership) are aware of</p><p>claim status.</p><p>● Coordinates with external partners in preparing tax returns for the principals. Ensures tax returns appear accurate and reasonable.</p><p>● Participates in special projects and initiatives as requested by the CEO.</p><p>● Monitors and oversees construction project financial plans, ensuring timely completion and adherence to financial targets. Reports any unplanned expense adjustments and concerns to the CEO.</p><p><br></p>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Senior Property Accountant | Real Estate Investment Firm| San Francisco| Hybrid | Base + Bonus + Unlimited PTO</strong></p><p> </p><p>Join a <strong>nationally recognized real estate investment firm</strong> with a multi-billion-dollar portfolio and a strong track record across high-growth markets. This is a chance to work in an entrepreneurial yet well-structured environment where complex deals, collaboration, and long-term growth are part of the day-to-day.</p><p> </p><p>In this role, you’ll own key accounting processes for commercial properties and partner closely with asset management, lenders, auditors, and investors. The team values accountability, curiosity, and clear thinking, and offers exposure to sophisticated projects in a fast-moving, supportive culture.</p><p><strong>Responsibilities</strong></p><ul><li>Manage project-level cash analysis, AP, GL, and month-end close</li><li>Prepare journal entries, fee calculations, and balance sheet reconciliations</li><li>Support debt service, lender draws, and asset management requests</li><li>Assist with quarterly and annual financial reporting to investors</li><li>Partner on audits, tax reviews, and partnership returns</li><li>Support acquisitions, dispositions, and ad hoc accounting projects</li><li>Communicate with JV partners and interpret legal agreements</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Our client is a w<strong>ell-established real estate investment firm</strong> with a strong presence in major U.S. markets. The firm focuses on long-term investments and development projects, combining entrepreneurial energy with disciplined processes. They value collaboration, innovation, and a culture that supports growth and well-being.</p><p><br></p><p><strong>Role Summary</strong></p><p>Reporting to the Accounting Manager/Property Controller, the Senior Property Accountant will manage property-level accounting activities, support month-end, quarter-end, and year-end close processes, and provide information for audits, tax filings, and investor reporting.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Analyze project-level cash flows and review accounting entries for accuracy</li><li>Monitor expenditures and ensure proper coding in accounting systems</li><li>Maintain general ledger, reconciliations, and supporting schedules</li><li>Prepare and record month-end journal entries and facilitate close processes</li><li>Calculate fees due to the firm and third parties</li><li>Process debt service payments and assist with construction draw requests</li><li>Support quarterly financial reporting and investor packages</li><li>Assist with audits and tax filings, providing workpapers and responses to inquiries</li><li>Collaborate on acquisitions, dispositions, and ad hoc accounting projects</li><li>Communicate with JV partners and review legal agreements as needed</li></ul><p><br></p>
We are looking for an organized and detail-oriented Administrative Coordinator to join our team on a contract basis in Oakland, California. In this role, you will play a vital part in ensuring the accuracy and security of employee data as it transitions to a new system. This position is ideal for someone who thrives in data-focused tasks and enjoys collaborating with teams to achieve seamless results.<br><br>Responsibilities:<br>• Extract, organize, and cleanse employee data to prepare for system migration.<br>• Import, upload, and validate data in the new system while ensuring accuracy.<br>• Handle all sensitive and confidential information securely and responsibly.<br>• Collaborate with HR team members to troubleshoot and resolve migration issues.<br>• Provide support to ensure a smooth system implementation and go-live process.<br>• Participate in onsite meetings to align with project goals and timelines.<br>• Utilize company-provided tools to perform administrative tasks effectively.<br>• Maintain clear and consistent communication with team members to address any concerns.<br>• Develop a detailed understanding of system functionalities to support migration activities.<br>• Ensure compliance with data integrity standards throughout the project.
We are looking for an experienced Accountant to join our team on a contract basis for approximately 6–8 weeks. This role is based in Concord, California, and offers an excellent opportunity to contribute to critical accounting operations within the construction industry. The ideal candidate will excel in managing reconciliations, creating schedules, and performing general accounting tasks independently.<br><br>Responsibilities:<br>• Conduct and finalize bank reconciliations for multiple accounts across various properties.<br>• Update reconciliations for previous months and resolve outstanding discrepancies efficiently.<br>• Utilize accounting software, including Yardi and Trueline, to ensure accurate financial records.<br>• Develop detailed prepaid and accrual schedules, along with property tax tracking workbooks.<br>• Leverage advanced Excel functions, such as Pivot Tables and conditional formulas, to organize and analyze data.<br>• Prepare and post journal entries, ensuring compliance with double-entry accounting principles.<br>• Record sales journals and calculate cost of sales accurately.<br>• Support month-end closing processes and ensure timely reporting of financial data.<br>• Take ownership of assigned tasks and work autonomously to meet deadlines.
