<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>
We are looking for an experienced HR Program Operations Manager to join our team in Menlo Park, California. This position is ideal for someone who is detail oriented, with a strong background in managing HR programs and systems while delivering exceptional operational support. As this is a long-term contract role, the ideal candidate will have the opportunity to drive impactful employee initiatives and partner closely with stakeholders to ensure seamless program execution.<br><br>Responsibilities:<br>• Oversee and manage multiple HR programs, ensuring timely delivery and alignment with organizational priorities.<br>• Serve as the system administrator for HR platforms, configuring templates, managing workflows, and ensuring accurate setup.<br>• Coordinate performance management cycles, including template assignment, communication planning, and tracking participation to ensure completion.<br>• Execute employee surveys such as engagement, exit, onboarding, and candidate surveys, handling backend setup, distribution, and reporting.<br>• Prepare and analyze survey data, providing insights and trends to stakeholders through detailed reporting.<br>• Partner with organizational leaders to support operations, programming, and initiatives, including budgeting, event coordination, and timeline management.<br>• Collaborate with IT and core systems teams to ensure system integrations, data quality, and functionality for HR program cycles.<br>• Draft and manage communications for HR programs, including launch announcements and reminders.<br>• Provide detailed program support by pulling reports, tracking outcomes, and surfacing insights.<br>• Maintain a high level of accuracy and consistency across program operations and HR systems.
<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>Robert Half Management Resources is looking for an experienced Workday Financials Project Manager to lead a critical implementation for one of our clients on an interim basis. This long-term contract position offers the opportunity to shape key financial systems and processes, utilizing your expertise in Workday ERP solutions. Located in San Ramon, California, this role involves collaboration with cross-functional teams and stakeholders to deliver impactful results.</p><p><br></p><p><u>Responsibilities:</u></p><p>• Oversee the design, configuration, and testing of Workday Financials modules, including General Ledger, Accounts Payable, Accounts Receivable, and Asset Management.</p><p>• Partner with stakeholders to analyze business needs and translate them into optimized Workday financial processes.</p><p>• Manage all phases of the implementation lifecycle, from planning and data conversion to testing and post-production support.</p><p>• Provide strategic guidance and recommend best practices to ensure successful deployment and avoid common challenges.</p><p>• Collaborate with integration and reporting teams to align functional designs with technical requirements.</p><p>• Lead functional workstreams to ensure timely and accurate execution of project goals.</p><p>• Develop and implement solutions that enhance financial operations and ensure compliance with organizational standards.</p><p>• Facilitate cross-departmental communication to ensure seamless integration of Workday Financials with existing systems.</p><p>• Identify risks and develop mitigation strategies to ensure project success.</p><p>• Deliver training and support to end-users, ensuring smooth adoption of new systems.</p>
<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>
<p>We are seeking a hands-on Workday Project Manager/Consultant with proven public sector Workday experience. This individual will actively support testing cycles and go‑live preparation, partnering directly with internal teams to keep the implementation moving forward.</p><p>This role will be a 4–5-month contract.</p><p><br></p><p>Responsibilities</p><ul><li>Lead daily project management activities across unit testing, end‑to‑end testing, and transition-to-go-live efforts.</li><li>Participate in cross-functional meetings and drive issue resolution across Finance, Payroll, and related workstreams.</li><li>Track and manage all dependencies between Finance and Payroll to maintain alignment and prevent delays.</li><li>Provide functional, hands-on Workday Finance support in areas such as:</li><li>Financial Accounting</li><li>Projects</li><li>Grants</li><li>Procurement</li><li>Workday Strategic Sourcing</li><li>Collaborate with SMEs to manage tasks, identify risks, track decisions, and follow through on action items.</li><li>Support validation of integrations, security, cashiering, and customer account processes.</li><li>Contribute to testing documentation, job aids, and knowledge-transfer materials.</li><li>Communicate with consistency and professionalism, remaining steady and collaborative under pressure.</li></ul><p><br></p>
<p>Colleen McAuliffe at Robert Half is looking for an experienced Project Accountant to oversee the financial aspects of large-scale capital projects in Santa Clara, California. In this role, you will play a pivotal part in managing project budgets, tracking costs, and ensuring compliance with financial regulations. This position offers the opportunity to work closely with cross-functional teams and contribute to the success of major infrastructure initiatives.</p><p><br></p><p>Responsibilities:</p><p>• Manage the financial accounting lifecycle of large capital projects, from initiation to completion.</p><p>• Monitor and analyze project budgets, actual expenditures, commitments, and forecasts to identify variances.</p><p>• Prepare detailed monthly cost reports and financial summaries for internal stakeholders.</p><p>• Ensure proper classification of capital versus expense items in alignment with accounting standards and company policies.</p><p>• Review and process invoices from contractors and vendors with accuracy and timeliness.</p><p>• Support billing processes, including progress billing, milestone billing, and cost-plus invoicing.</p><p>• Maintain accurate records of work-in-progress, retainage, and project accruals.</p><p>• Collaborate on cash flow projections and funding requirements to support project operations.</p><p>• Partner with Project Managers to identify financial risks and implement cost-control measures.</p><p>• Provide documentation and insights for audits, ensuring compliance with contracts, internal controls, and regulatory standards.</p>
<p><strong>About the Project</strong></p><p>Our client, a mission-driven organization in the nonprofit sector, is seeking an experienced IT Project Manager to lead several high‑impact technology initiatives focused on modernizing our infrastructure, improving security, and supporting agency‑wide digital transformation. This individual will play a critical role in driving cross‑functional coordination, ensuring successful deployment of new systems, and supporting end‑users throughout each implementation. The ideal candidate is detail‑oriented, highly organized, and skilled at working directly with business stakeholders, technical teams, and end users across multiple locations.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>The Project Manager will lead key technology initiatives focused on system cleanup, security enhancements, and implementing Single Sign-On (SSO) across critical applications.</li><li>This role requires strong coordination with technical teams, business stakeholders, and end users to ensure smooth deployment, clear communication, and effective adoption of updated systems and security standards.</li><li>Primary responsibilities include managing two major projects: the migration of all agency locations from the Comcast phone system to Microsoft Teams Voice, and partnering with Finance leadership to implement a new budgeting SaaS tool.</li><li>The Project Manager will oversee timelines, user engagement, vendor coordination, and rollout activities for both initiatives, working closely with the new CFO and Director IT to ensure successful delivery and transition.</li></ul>
<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>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Relationship Manager | Thriving Wealth Management Firm | Danville| Hybrid </strong></p><p> </p><p>This firm manages hundreds of millions in AUM and partners with <strong>high-net-worth clients to deliver strategies </strong>that truly make an impact.</p><p><br></p><p>In this role you will support Senior Advisors in all aspects of financial planning and wealth management. This role requires a proficient knowledge of financial planning principles, a history of client relationship management, and a capacity to multitask in a busy environment. To fit in this role,<strong> we are looking for someone who can demonstrate critical thinking, problem-solving, and decision-making abilities. </strong></p><p><br></p><p>The firm actively supports your professional development with FINRA sponsorships and CFP study programs, while also <strong>offering mentorship, a collaborative culture</strong>, and a strong commitment to<strong> work-life balance</strong>.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Act as a high-level project manager and strategic partner</li><li>Join client meetings, take notes, and follow up on action items.</li><li>Manage client communication and provide high-level support.</li><li>Help onboard new clients and strengthen relationships</li><li>Engage directly with clients — no investment recommendations at first, but you’ll be a trusted contact.</li><li>Manage the CRM and track client interactions.</li><li>Communicate with custodians, Broker-Dealers, and partners.</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Jennifer Fukumae with Robert Half's Financial Services division is partnering with a wealth management firm dedicated to helping high-net-worth individuals, families, and businesses gain clarity on their financial future. Their approach goes beyond traditional financial advice, empowering clients to elevate their financial strategy and achieve meaningful growth. With a focus on personalized service and strategic planning, we guide our clients toward their long-term financial goals. Managing $600M in assets, we work with clients whose average portfolio size is $1.5M.</p><p> </p><p><strong>Responsibilities</strong>:</p><ul><li>Act as a high-level project manager and strategic partner </li><li>Join client meetings, take notes, and follow up on action items.</li><li>Manage client communication and provide high-level support.</li><li>Help onboard new clients and strengthen relationships</li><li>Engage directly with clients — no investment recommendations at first, but you’ll be a trusted contact.</li></ul><p><strong>Operations/Client Service</strong></p><ul><li>Manage the CRM and track client interactions.</li><li>Communicate with custodians, Broker-Dealers, and partners.</li><li>Handle client paperwork — from opening accounts to transfers and updates.</li><li>Provide clear, consistent client communication.</li><li>Prepare meeting agendas and client presentations.</li></ul><p><strong>Financial Planning and Investment Process</strong></p><ul><li>Collect and review financial documents (insurance, expenses, earnings) for accuracy.</li><li>Prepare notes and track action items from client meetings.</li><li>Identify and improve financial planning workflows.</li><li>Assist with insurance proposals (life, disability, long-term care).</li></ul><p><strong> </strong></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>We are looking for a detail-oriented Accounting Manager consultant to join a manufacturing company in Fremont, California. This long-term contract position requires a hands-on individual with expertise in construction accounting to oversee financial operations, ensure compliance, and provide guidance to internal staff. The role will involve maintaining accurate financial records while supporting organizational goals and fostering operational stability.</p><p><br></p><p>This role will begin as a full-time, onsite engagement to establish structure and reliability within the accounting function, with the opportunity to evolve into a longer-term fractional advisory role once systems and processes are stabilized.</p><p><br></p><p>•Key Objectives</p><p>Operational Stabilization</p><ul><li>Ensure seamless payroll processing, including union and certified payroll</li><li>Strengthen oversight of day-to-day accounting activities</li><li>Improve month-end close timelines and reporting accuracy</li><li>Provide direct supervision and guidance to accounting support staff</li><li>Perform balance sheet reconciliation and account cleanup</li><li>Support year-end close and CPA review process</li><li>Prepare accurate financial statements and supporting schedules</li><li>Assist with audit preparation (union, workers’ comp, and general liability)</li><li>Manage AIA progress billings and large project invoicing</li><li>Oversee job costing and monthly WIP reporting</li><li>Prepare lien releases and support general contractor prequalification packages</li><li>Ensure compliance with union agreements and certified payroll requirements</li><li>Document and standardize accounting workflows</li><li>Train internal team members on construction accounting fundamentals</li><li>Provide guidance on system utilization and reporting best practices</li><li>Weekly payroll processing (union and certified payroll)</li><li>Union reporting and audit preparation</li><li>A/R management, including project-based billings</li><li>Monthly WIP reporting and job cost analysis</li><li>Bank reconciliations and general ledger balancing</li><li>Cash flow forecasting as needed</li><li>Preparation of monthly and year-end financial statements</li><li>Workers’ compensation and GL audit coordination</li><li>Weekly reporting updates to leadership outlining A/R, A/P, payroll, and risk items</li><li>Ongoing coaching and oversight of accounting support staff</li><li>Compliance monitoring across payroll, union, and construction-specific requirements</li></ul>
We are looking for an Assistant Controller to join our team in Santa Clara, California. In this role, you will assist the Controller in managing accounting operations, financial reporting, and internal controls. This position requires strong attention to detail, expertise in construction accounting, and a collaborative approach to working with various departments.<br><br>Responsibilities:<br>• Lead and support monthly, quarterly, and annual financial close processes to ensure timely and accurate reporting.<br>• Prepare and analyze financial statements in compliance with industry standards and organizational requirements.<br>• Manage job cost accounting tasks, including tracking schedules, cost-to-complete calculations, and percentage-of-completion reports.<br>• Perform reconciliations for general ledger accounts and balance sheet items to maintain data accuracy.<br>• Contribute to cash flow forecasting and budgeting to support organizational financial planning.<br>• Oversee revenue recognition and contract accounting processes to ensure compliance with relevant guidelines.<br>• Collaborate with project managers to evaluate job performance, profitability, and variance analysis.<br>• Develop and enhance internal controls, accounting policies, and procedures to improve operational efficiency.<br>• Coordinate audits, tax preparation, and external reporting to meet regulatory and compliance obligations.<br>• Supervise and guide accounting staff, supporting growth and effective team collaboration.
<p>We are looking for an Accounting Assistant to join our clients team in Pleasanton, California. This contract-to-permanent position offers an excellent opportunity to contribute to our accounting operations while working in a collaborative and organized environment. The ideal candidate will bring attention to detail and a proactive approach to managing various accounting tasks.</p><p><br></p><p>Responsibilities:</p><p>• Process and review invoices to ensure accuracy, applying the correct rates and obtaining necessary approvals from Project Managers.</p><p>• Enter credit card transactions into QuickBooks and manage receipt collection.</p><p>• Record expense report payments accurately within QuickBooks.</p><p>• Provide front desk coverage during designated times, including breaks, lunches, and absences.</p><p>• Assist with light collections for invoices and review aging reports as needed.</p><p>• Generate and verify invoices based on employee timesheets, ensuring timely distribution for approval.</p><p>• Support monthly invoicing processes, sharing workload with team members to handle over 400 invoices.</p><p>• Perform additional administrative and accounting support tasks as required.</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>
<p>We are looking for a motivated Commercial Property Manager to join our team in San Mateo, California. In this role, you will play a key part in managing tenant relations and supporting commercial property operations. The ideal candidate is detail-oriented, skilled in data management, and has experience in providing exceptional customer service within the real estate industry. Very infrequent </p><p><br></p><p>Responsibilities:</p><p>• Address tenant needs and requests promptly, ensuring efficient resolution and exceptional customer service.</p><p>• Generate and manage work orders for vendors and building engineers, following up to confirm issues are resolved.</p><p>• Utilize Yardi and accounting software to assist tenants with inquiries regarding rent statements and operating expenses.</p><p>• Conduct regular inspections of buildings and tenant spaces, identifying and addressing any concerns.</p><p>• Communicate with tenants regularly to monitor satisfaction and assess space requirements.</p><p>• Draft and distribute tenant memos, notices, and other communications as needed.</p><p>• Remain available for on-call emergencies, collaborating with building engineers to address urgent situations.</p><p>• Organize and support community events to foster tenant engagement and satisfaction.</p><p>• Assist in the management of commercial property operations, ensuring compliance and efficiency.</p>
<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>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>
We are looking for an experienced Executive Assistant to provide high-level support to senior executives in Sunnyvale, California. This permanent, on-site role offers a dynamic opportunity to contribute to the efficiency and success of leadership operations. The ideal candidate will excel in managing schedules, fostering relationships, and handling complex tasks with attention to detail and discretion.<br><br>Responsibilities:<br>• Coordinate and maintain intricate executive calendars, ensuring seamless scheduling and resolving conflicts as needed.<br>• Arrange international and domestic travel, oversee travel logistics, and manage expense reporting for executives.<br>• Prepare meeting materials, document key points during discussions, and track action items to ensure timely follow-up.<br>• Support project management initiatives by improving workflows, maintaining organized systems, and ensuring deadlines are met.<br>• Serve as the primary liaison for internal and external stakeholders, fostering strong relationships on behalf of executives.<br>• Manage correspondence and communication, including conference calls and email exchanges, with accuracy and efficiency.<br>• Utilize Oracle or other similar systems to streamline administrative processes and maintain data integrity.<br>• Assist executives in maintaining a high level of organization and time management to optimize productivity.<br>• Provide support for office management tasks, ensuring smooth day-to-day operations.<br>• Handle sensitive information with discretion and confidentiality.
<p><strong>BOOKKEEPER/OFFICE MANAGER</strong></p><p><strong>85K-100K + benefits</strong></p><p><br></p><p>Real estate investment/property management company is seeking a Bookkeeper/Office Manager to join their team. Ideally candidate would come from a small company where he/she can wear multiple hats, handle all office administrative but can also help with some accounting and HR functions. </p><p>Responsibilities:</p><p>•Oversees and manages the daily activities of office to ensure efficient operations, service delivery and expense control</p><p>•Manages record-keeping, databases and archives of relevant records, document preparation, mail distribution, reception, bill or invoice processing, maintenance services, technical support, project coordination/ scheduling, and other related internal operations</p><p>•Oversees the selection of and management of vendor and supplier relationships, purchase of products and services to ensure that they efficiently and effectively provide needed resources within budgetary limits</p><p>•Performs AR/AP tasks while tracking costs and monitoring budget</p><p>•Provides day-to-day oversight and assistance with carrying out various HR functions critical to company, including recruiting, onboarding, leave and attendance tracking, evaluation, employee relations, health and safety, compensation, benefits, coaching, training, diversity, employee engagement, payroll and employee records</p><p>•Provides administrative and clerical support, including word processing, spreadsheets, maintenance of office supply inventory and equipment maintenance, etc.</p><p><br></p>
<p><strong>Unlock Your Legal Career: Join Us as a Real Estate Paralegal in Palo Alto!</strong></p><p>Are you a driven and detail-oriented legal professional ready to make a real impact? We invite you to become an essential part of our in-house legal team as our next <strong>Corporate Paralegal</strong>! Work alongside accomplished attorneys in a collaborative, high-performance legal environment where your contributions are valued and your expertise can thrive.</p><p><br></p><p><strong>Compensation Range: $125k-$145k with a bonus potential up to 10% of the annual base pay.</strong></p><p><br></p><p><strong>Why You’ll Love This Role:</strong></p><ul><li><strong>Impactful Work</strong>: Support strategic corporate initiatives by managing key governance, compliance, and real estate transactions that shape our company’s success.</li><li><strong>Diverse Challenges</strong>: Tackle sophisticated projects involving multi-jurisdictional entity management, high-stakes financings, and complex acquisitions. Every day brings new opportunities to grow your skill set.</li><li><strong>Professional Growth</strong>: Gain hands-on experience working directly with senior attorneys and leaders. You’ll play a critical role in transaction execution, entity management, and process optimization.</li><li><strong>Cutting-Edge Environment</strong>: Join a forward-thinking legal department that leverages modern technology and best practices to drive efficiency and results.</li><li><strong>Work-Life Balance</strong>: Enjoy predictable hours in a supportive culture, with the flexibility of partial remote work in beautiful Palo Alto.</li></ul><p><strong>What You’ll Do:</strong></p><ul><li>Draft and review corporate governance documents, board resolutions, and compliance filings.</li><li>Manage entity formations, dissolutions, and registrations across multiple states or countries while maintaining accurate records.</li><li>Assist with due diligence for acquisitions, financings, and joint ventures—prepare transaction summaries and coordinate closings.</li><li>Prepare and review documents for real estate deals and property management, upholding accuracy and compliance.</li><li>Maintain legal databases and facilitate the execution and filing of essential documents.</li><li>Collaborate with outside counsel, title companies, and colleagues across departments.</li><li>Tackle new challenges and support process improvements across our legal operations.</li></ul>
<p><strong>Executive Assistant </strong></p><p>The trusted partner to leadership — managing complex schedules, driving organization, and ensuring seamless communication across the executive team. This role anticipates needs, supports high‑impact priorities, and keeps operations running with precision and professionalism.</p><p><br></p><p><strong>Top 4 Skills</strong></p><ul><li><strong>Executive Calendar & Prioritization</strong> — Manages complex schedules, shifting priorities, and high‑volume meeting coordination.</li><li><strong>Communication & Stakeholder Liaison</strong> — Interfaces with internal teams, clients, and external partners with clarity and executive presence.</li><li><strong>Project & Deadline Management</strong> — Tracks initiatives, prepares materials, and ensures timely follow‑through on key deliverables.</li><li><strong>Problem‑Solving & Anticipation</strong> — Identifies needs ahead of time, resolves issues quickly, and supports executives proactively.</li></ul><p><br></p>
<p><strong>Executive Assistant </strong></p><p>The trusted partner to leadership — managing complex schedules, driving organization, and ensuring seamless communication across the executive team. This role anticipates needs, supports high‑impact priorities, and keeps operations running with precision and professionalism.</p><p><br></p><p><strong>Top 4 Skills</strong></p><ul><li><strong>Executive Calendar & Prioritization</strong> — Manages complex schedules, shifting priorities, and high‑volume meeting coordination.</li><li><strong>Communication & Stakeholder Liaison</strong> — Interfaces with internal teams, clients, and external partners with clarity and executive presence.</li><li><strong>Project & Deadline Management</strong> — Tracks initiatives, prepares materials, and ensures timely follow‑through on key deliverables.</li><li><strong>Problem‑Solving & Anticipation</strong> — Identifies needs ahead of time, resolves issues quickly, and supports executives proactively.</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>
