<p>We are looking for a detail-oriented Financial Analyst to join our construction team in Walnut Creek, California. This role is ideal for someone with strong analytical skills and expertise in financial modeling and variance analysis. You will play a key role in evaluating financial data, developing models, and providing actionable insights to support decision-making processes.</p><p><br></p><p>Responsibilities:</p><ul><li>Track project progress and analyze trends and bottlenecks.</li><li>Provide data-driven insights to guide project management, quality, and control decisions.</li><li>Lead job startup and closeout meetings per procedures.</li><li>Produce weekly performance reports and support production reporting.</li><li>Apply and evaluate cost control methods to monitor and manage project costs.</li><li>Track actual progress to forecast realistic costs and completion schedules.</li><li>Develop bid and labor rates including projections.</li><li>Support budgeting process, collaborating with operations.</li><li>Support the change order budget process.</li><li>Provide risk assessments from project and contract review process.</li></ul>
<p>We are looking for a skilled Payroll Administrator to join our team in Walnut Creek, California, on a long-term contract basis. This role involves managing bi-monthly payroll for a diverse workforce across multiple entities, ensuring accuracy and compliance with tax regulations, bonuses, and allowances. The ideal candidate will bring expertise in WORKDAY and demonstrate strong analytical and communication skills.</p><p><br></p><p>Responsibilities:</p><p>• Process bi-monthly payroll for U.S. and international employees across multiple entities, ensuring timely and accurate payments.</p><p>• Maintain payroll data integrity in Workday, including timekeeping and payroll inputs.</p><p>• Coordinate payroll transmission to ADP Workforce Now and troubleshoot any discrepancies.</p><p>• Calculate and administer quarterly bonuses, commissions, and allowances, applying appropriate tax deductions.</p><p>• Reconcile payroll data each pay period and collaborate with accounting to address variances.</p><p>• Provide detailed explanations of payroll calculations and resolve discrepancies through root-cause analysis.</p><p>• Partner with the General Ledger Accountant to support payroll posting and reconciliation.</p><p>• Utilize Microsoft Excel for payroll-related analyses, including pivot tables and VLOOKUPs.</p><p>• Ensure compliance with payroll regulations and company policies for salaries, bonuses, and employee benefits.</p><p>• Assist in managing payroll for salaried and hourly employees, ensuring adherence to multi-state and international payroll requirements.</p>
We are looking for an experienced Payroll Administrator to join our team in Walnut Creek, California. In this role, you will oversee complex payroll processes for a multi-state workforce, ensuring compliance with all legal and organizational standards. This position offers an opportunity to mentor staff, optimize payroll systems, and collaborate across departments in a dynamic and fast-paced environment.<br><br>Responsibilities:<br>• Manage and process bi-weekly payroll for employees and partners across multiple states, ensuring accuracy and timeliness.<br>• Review and approve payroll transactions, including new hires, salary adjustments, overtime, and leave-of-absence calculations.<br>• Handle payroll deductions such as tax levies, garnishments, and child support payments.<br>• Calculate and process termination and out-of-cycle paychecks.<br>• Continuously improve payroll policies, controls, and procedures to align with best practices.<br>• Collaborate with payroll providers to address and resolve tax filing discrepancies.<br>• Ensure compliance with federal, state, and local payroll regulations.<br>• Mentor and provide guidance to payroll staff, fostering attention to detail and growth within the team.<br>• Prepare detailed payroll reports, reconcile discrepancies, and support audit processes.<br>• Work closely with HR and Benefits departments to streamline payroll operations and enhance efficiency.
<p>We are looking for an experienced Payroll Administrator to join our team in Pleasanton, California. This long-term contract position offers an exciting opportunity to manage payroll operations for a diverse employee base of over 1000+ individuals across multiple states. The ideal candidate will bring expertise in payroll processing and must have processed payroll SuccessFactors EC Payroll or SAP on premise Payroll. (open to remote!)</p><p><br></p><p>Responsibilities:</p><p>• Process payroll on a semi-monthly or bi-weekly basis for over 1000 employees across multiple states, ensuring compliance with federal, state, and local regulations.</p><p>• Utilize SAP SuccessFactors as the primary payroll platform, supporting system activities such as data validation, testing, and troubleshooting.</p><p>• Train and assist team members and end-users in the functionalities of SAP SuccessFactors.</p><p>• Maintain accurate payroll records, conduct audits, and resolve discrepancies in a timely manner.</p><p>• Prepare detailed payroll reports and analytics using advanced Excel functions, including pivot tables, VLOOKUPs, and custom formulas.</p><p>• Collaborate with HR, Finance, and IT teams to ensure seamless data integration and accurate reporting.</p><p>• Supervise and mentor team members, providing guidance and assigning tasks during system transitions.</p><p>• Develop comprehensive documentation and training materials to support updated payroll procedures and workflows.</p>
We are looking for an experienced Finance Director to support financial oversight and document governance for a long-term contract opportunity in California. This role is ideal for a highly organized individual who can combine strong controller-level judgment with hands-on management of financial records and supporting documentation. The selected candidate will help maintain organized, accurate, and accessible files while contributing to reliable reporting and operational compliance.<br><br>Responsibilities:<br>• Oversee financial control activities and support accurate maintenance of accounting-related records and documentation.<br>• Organize, review, and compile business and financial documents to ensure files are complete, current, and easy to retrieve.<br>• Manage high-volume document scanning processes and verify that digitized records are clear, properly labeled, and stored correctly.<br>• Establish and maintain document control practices that promote consistency, accuracy, and compliance across financial files.<br>• Coordinate the collection and preparation of supporting materials needed for reporting, audits, and internal reviews.<br>• Monitor document handling workflows to reduce errors, improve record accessibility, and maintain orderly filing systems.<br>• Partner with internal stakeholders to confirm that required records are submitted, processed, and retained according to established standards.
We are looking for a Financial Reporting Specialist to support a healthcare organization in Rancho Cordova, California through a Long-term Contract engagement. This position focuses on managing unclaimed property compliance activities across multiple entities and jurisdictions while helping reduce financial exposure and maintain strong regulatory readiness. The role works closely with accounting, revenue cycle, payroll, accounts payable, legal, and compliance teams to investigate outstanding items, prepare required filings, and strengthen reporting accuracy.<br><br>Responsibilities:<br>• Lead the review and tracking of unclaimed property items such as patient refunds, vendor payments, payroll checks, credit balances, and overpayment-related transactions.<br>• Research aged balances, stale-dated checks, unapplied amounts, and account discrepancies to determine proper resolution and compliance treatment.<br>• Prepare and submit state reporting and remittances within required deadlines, ensuring all filings align with applicable unclaimed property regulations.<br>• Maintain organized supporting documentation, reconciliations, and audit-ready records in accordance with internal retention standards.<br>• Partner with teams across accounting, patient financial services, payroll, treasury, accounts payable, legal, compliance, and IT to confirm ownership details and disposition decisions.<br>• Create and refine procedures, controls, and workflows that improve consistency in unclaimed property administration and reduce future exposure.<br>• Analyze root causes behind recurring outstanding property items and recommend process improvements that strengthen financial operations.<br>• Support internal reviews and external examinations by assembling schedules, responding to requests, and providing accurate compliance documentation.<br>• Serve as a resource for internal questions related to unclaimed property requirements, due diligence practices, and regulatory interpretation.<br>• Deliver guidance to business partners on best practices for handling refunds, overdue payments, and related compliance-sensitive transactions.
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Financial Planner | Wealth Management Firm | Walnut Creek| Hybrid; 2 days a week</strong></p><p> </p><p>Join a top-tier, fee-based wealth management firm known for rigorous investment research, disciplined portfolio management, and truly comprehensive financial planning. This is a chance to work alongside seasoned advisors and play a key role in delivering thoughtful, holistic advice to a diverse client base.</p><p> </p><p>You’ll be part of a collaborative, high-performing team with a clear path to Lead Advisor. The firm offers strong work-life balance, three weeks of PTO, fully paid medical, dental, and vision, a generous 401(k) match, and meaningful long-term growth.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Analyze client data and develop tailored financial planning recommendations</li><li>Attend meetings as the planning specialist and support advisors directly</li><li>Build and help implement complex financial plans</li><li>Provide guidance on estate, tax, retirement, cash flow, Social Security, pensions, and equity compensation</li><li>Maintain planning data across platforms and improve internal processes</li><li>Share planning updates and best practices with advisor teams</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
Key Responsibilities<br>• Serve as the primary accounting contact and advisor for an assigned portfolio of client accounts.<br>• Manage full-cycle accounting for multiple clients, including general ledger, accounts payable, accounts receivable, payroll coordination, and month-end close.<br>• Set up, maintain, and optimize QuickBooks Online files, including chart of accounts, classes, locations, and integrations.<br>• Prepare and/or review monthly, quarterly, and annual financial statements and management reports for clients.<br>• Ensure timely and accurate reconciliations of bank, credit card, and other key balance sheet accounts.<br>• Develop and monitor client-specific accounting policies, procedures, and internal controls.<br>• Oversee budgeting, forecasting, and cash flow analysis for clients; provide insights and recommendations.<br>• Review work performed by staff/accounting specialists, providing direction, training, and performance feedback.<br>• Coordinate with tax and assurance teams to support year-end engagements and information requests.<br>• Identify process improvement opportunities and implement technology and workflow enhancements for clients.<br>• Assist with onboarding new clients, including needs assessment, engagement scoping, and system setup.<br>• Manage engagement deadlines and priorities across multiple clients, communicating proactively with internal teams and client management.<br>Qualifications<br>• Bachelor’s degree in accounting, finance, or related field required.<br>• CPA license preferred but not required.<br>• Minimum of 8–10 years of progressive accounting experience, including prior supervisor/manager responsibilities.<br>• Prior experience in a CPA firm or client accounting services environment strongly preferred.<br>• Expert-level proficiency with QuickBooks Online, including advanced features and third-party app integrations.<br>• Strong understanding of U.S. GAAP for small to mid-sized businesses.<br>• Experience with non-profit organizations and various reporting requirements related to non-profits.<br>• Proven ability to manage multiple client relationships and competing priorities.<br>• Demonstrated leadership skills, including staff supervision, coaching, and delegation.<br>• High level of comfort working in cloud-based and paperless environments.<br>• Excellent communication and client service skills.<br>• Strong organizational skills, attention to detail, and ability to meet deadlines.
<p><strong>About the Opportunity</strong></p><p>This is a rare chance to step into an established book of recurring-revenue clients—carefully built and nurtured over the years—while having the freedom to grow your own practice. The position is <strong>on-site in San Ramon</strong>, and we are specifically seeking candidates located in or willing to work in the <strong>East Bay Area</strong>.</p><p><br></p><p>You’ll have the full support of a collaborative, high-integrity team and access to resources that empower you to deliver exceptional client outcomes. If you’re an experienced advisor looking for a role where you can make an immediate impact and grow your career, this is the opportunity for you.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Provide strategic advice and comprehensive financial planning across investments, retirement, insurance, and debt management</li><li>Develop personalized financial plans tailored to client goals and risk tolerance</li><li>Build and maintain strong client relationships through proactive communication and ongoing support</li><li>Monitor market trends and client portfolios, making adjustments as needed</li><li>Ensure compliance with all industry regulations and firm policies</li></ul><p><strong>Why Join Us?</strong></p><ul><li><strong>Established Client Base:</strong> Start with a meaningful book of business from day one</li><li><strong>Supportive Culture:</strong> Work alongside seasoned professionals in a collaborative environment</li><li><strong>Growth Potential:</strong> Opportunities to expand your practice and develop professionally</li><li><strong>Impact:</strong> Make a real difference in clients’ financial lives while building a rewarding career</li></ul><p> </p><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>