<p>We are looking for a Business Systems Administrator to support and enhance the technology platforms that power a growing investment advisory firm in the East Bay. This role centers on administering Salesforce and a portfolio of business applications while partnering with teams across the organization to improve workflows, strengthen system controls, and resolve day-to-day technology issues. The ideal candidate brings hands-on experience managing SaaS platforms, a practical approach to automation, and the ability to turn business needs into reliable, user-friendly solutions.</p><p><br></p><p>Responsibilities:</p><p>• Oversee daily administration of Salesforce, including configuration of objects, fields, user roles, permissions, reports, dashboards, and workflow automation.</p><p>• Provide timely troubleshooting and user support for Salesforce and other firm applications, ensuring employees can work efficiently across departments.</p><p>• Maintain and support key business platforms such as Orion, DocuSign, Box, Jump AI, Schwab Advisor Center, Fidelity Wealthscape, Calendly, and related tools.</p><p>• Manage user provisioning, security settings, application access, and routine system upkeep to maintain stable and compliant operations.</p><p>• Partner with software vendors and external IT resources to investigate issues, coordinate resolutions, and improve platform performance.</p><p>• Analyze current business processes, identify inefficiencies, and implement technology-driven improvements that reduce manual effort.</p><p>• Build, test, and maintain Salesforce Flows and other automations to streamline operations and support scalable business processes.</p><p>• Assist with system integrations, data transfers, upgrades, testing efforts, and broader technology initiatives across the firm.</p><p>• Create and maintain clear documentation for systems, procedures, integrations, and recurring administrative tasks while supporting onboarding, offboarding, access reviews, and security-related activities.</p>
We are looking for an Accounting Analyst to support day-to-day financial operations for a Financial Services organization in San Ramon, California. This is a fully remote, Long-term Contract opportunity suited for someone who is comfortable managing transactional accounting tasks with accuracy and consistency. The role will focus on receivables, cash application, payables support, and routine financial processing while contributing to additional assignments as business needs arise.<br><br>Responsibilities:<br>• Review, prepare, and process accounts receivable transactions to maintain timely and accurate financial records.<br>• Apply cash receipts and reconcile incoming payments against customer accounts and supporting documentation.<br>• Support accounts payable activities, including handling invoices and assisting with payment-related processing.<br>• Generate, print, and organize recurring financial reports required for weekly accounting operations.<br>• Manage assigned service or accounting tickets and complete follow-up actions within established timelines.<br>• Perform account reconciliation activities to identify discrepancies and help maintain ledger accuracy.<br>• Complete billing-related tasks and assist with routine accounting functions across the team.<br>• Participate in training on company software platforms during the initial onboarding period and use those systems effectively in daily work.<br>• Contribute to special projects or ad hoc assignments as operational priorities evolve.
<p>We are looking for a strategic Lead Financial Analyst to support financial planning, performance analysis, and decision-making for key business operations in the San Francisco Bay Area. This role partners closely with leaders to interpret financial results, identify trends, and provide insights that improve business outcomes. The ideal candidate brings strong analytical judgment, advanced modeling capability, and a practical approach to solving complex financial questions.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Partner with regional leadership to deliver financial insights that support pricing, staffing, profitability, and business decisions.</li><li>Analyze performance trends, forecasts, budgets, and variances to drive operational and financial improvements.</li><li>Advise leaders on resource allocation, compensation strategies, revenue growth, and market-driven planning.</li><li>Develop and manage regional budgeting, forecasting, and scenario modeling processes.</li><li>Collaborate with finance, analytics, and cross-functional teams to improve reporting accuracy and support strategic initiatives.</li><li>Leverage data, predictive analytics, and financial tools to identify opportunities, risks, and profitability trends.</li><li>Monitor financial performance against targets and recommend corrective actions when needed.</li><li>Ensure compliance with GAAP, IFRS, SOX, governance standards, and internal policies while supporting audits and risk management.</li><li>Identify process inefficiencies, promote automation, and implement operational improvements to increase effectiveness.</li><li>Facilitate financial reviews with leadership, align regional strategies with corporate goals, and support intercompany coordination.</li><li>Maintain documentation for audits, reporting, and governance requirements.</li><li>Mentor junior staff, share financial expertise, and encourage best practices and continuous improvement across the team.</li></ul>
<p>We are seeking a motivated <strong>Cybersecurity Analyst</strong> to help protect our cloud infrastructure, web platforms, and sensitive data. In this role, you will monitor security events, investigate threats, respond to incidents, and implement security controls across AWS and web environments. The ideal candidate is hands-on, security-minded, and passionate about identifying risks before they become problems.</p><p><br></p><p>Day-to-Day Responsibilities</p><ul><li>Monitor Datadog alerts, logs, and security events to identify and respond to potential threats.</li><li>Investigate phishing attempts, suspicious logins, bot activity, malware, and unauthorized access incidents.</li><li>Secure and support AWS environments, WordPress platforms, and member-facing applications.</li><li>Conduct security audits, vulnerability assessments, and remediation efforts to reduce risk.</li><li>Review and strengthen authentication controls, user access, and role-based permissions.</li><li>Monitor and mitigate suspicious traffic, account abuse, and security vulnerabilities.</li><li>Support HIPAA, SaaS compliance, and audit-readiness initiatives.</li><li>Partner with technical and operations teams to implement security best practices and improve the organization's overall security posture.</li></ul>
<p>Our client is seeking a Data Scientist II – Generative AI to join a cutting-edge team focused on building scalable, production-ready AI solutions that transform business workflows and deliver measurable impact across global operations. This role is ideal for professionals passionate about leveraging Generative AI technologies, creating intelligent agents, and driving innovation at scale.</p><p><br></p><p>You will design and implement GenAI-powered agents that streamline internal processes, enhance productivity, and support business development initiatives. Responsibilities include developing robust prompt engineering frameworks, building RAG pipelines, and converting prototypes into production-ready solutions. You’ll collaborate closely with engineering and business teams to ensure solutions meet diverse client needs and are optimized for global deployment.</p><p><br></p><p>Key projects include extending the company’s GPT platform, creating AI agents that improve efficiencies for RFP development, onboarding materials, and SOW requirements. Success in this role means quickly ramping up on backlog projects, delivering high-priority initiatives, and staying ahead of emerging GenAI frameworks to continuously advance internal AI capabilities.</p>