<p>We are looking for a highly skilled Full Charge Bookkeeper to join our team on a contract-to-permanent basis in Walnut Creek, California. This position offers an exciting opportunity to manage financial operations for a growing medical practice. The ideal candidate will be thorough, reliable, and adaptable to the dynamic needs of a busy office environment.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Oversee financial reporting for two office locations, ensuring accuracy and timeliness.</p><p>• Manage accounts payable, accounts receivable, and bank reconciliations using Quicken software.</p><p>• Process payroll for 28 hourly employees, including 401(k) contributions.</p><p>• Assist with administrative tasks, such as back-office support and training medical assistants.</p><p>• Handle office equipment maintenance, including troubleshooting issues with specialized devices.</p><p>• Coordinate deliveries and ensure flexibility to meet scheduling demands.</p><p>• Provide accurate and reliable bookkeeping services while maintaining confidentiality and trust.</p><p>• Collaborate with the owner and other team members to streamline financial processes.</p><p>• Support ongoing training initiatives to improve administrative workflows.</p><p>• Adapt to changing priorities and maintain composure under pressure.</p>
We are looking for a dedicated Property Administrator to oversee and support the operations of a 17-unit affordable housing complex in Oakland, California. This Contract to permanent position offers the opportunity to manage tenant relationships, coordinate property maintenance, and handle administrative tasks in a dynamic and rewarding environment. The role is part-time and includes flexible hours, with potential onsite living arrangements available.<br><br>Responsibilities:<br>• Serve as the primary point of contact for tenants, addressing inquiries, resolving concerns, and ensuring satisfaction.<br>• Perform administrative duties such as managing documentation, correspondence, and reports using tools like Microsoft Office.<br>• Maintain strong communication with tenants, including Spanish-speaking residents, to foster positive relationships.<br>• Collaborate with contractors and vendors to oversee property upkeep and handle maintenance requirements.<br>• Assist in the day-to-day operations of the property to ensure efficiency and compliance with housing regulations.<br>• Support the transition of responsibilities from the current Property Manager to ensure seamless property management.<br>• Monitor property conditions and coordinate necessary repairs or improvements.<br>• Ensure adherence to affordable housing standards and guidelines.<br>• Manage tenant onboarding processes, including lease agreements and orientation.<br>• Provide occasional availability for weekend or after-hours needs as required.
<p>We are looking for a Store Manager to join our team in Fairfield, California. This is a contract-to-permanent position within the wholesale distribution industry. The ideal candidate will oversee customer service operations, ensuring excellent service delivery and maintaining high standards of customer satisfaction. This role requires strong leadership and organizational skills to effectively manage teams, address customer needs, and contribute to the company’s success.</p><p><br></p><p>Responsibilities:</p><p>• Lead and manage customer service teams to ensure consistent, high-quality customer interactions.</p><p>• Develop and implement strategies to improve customer satisfaction and resolve complaints effectively.</p><p>• Manage scheduling and staffing decisions to ensure adequate coverage and optimal service levels.</p><p>• Conduct regular training sessions to enhance team performance and ensure compliance with company policies.</p><p>• Oversee inventory management and ensure accurate tracking and replenishment of products.</p><p>• Monitor compliance with safety and security protocols, addressing any discrepancies promptly.</p><p>• Conduct market research to identify opportunities for improving customer service and understand competitor practices.</p><p>• Collaborate with loss prevention teams to safeguard company assets and reduce risks.</p><p>• Supervise merchandising efforts to maximize sales and ensure displays meet company standards.</p><p>• Address operational challenges by stepping into various roles as needed during peak times or staffing shortages.</p>
<p>This is a rare senior role overseeing a 500+ FBO trust account portfolio supporting employer-sponsored medical plans. You’ll manage the book as a strategic risk portfolio, using advanced analytics to ensure reserve adequacy, plan solvency, and ERISA-aligned fiduciary governance. You’ll partner closely with executive leadership to assess utilization risk, inform pricing strategy, and guide long-term financial decisions in a rapidly growing healthcare organization.</p><p><br></p><p><br></p><p><strong><u>Key Responsibilities</u></strong></p><ul><li>Manage portfolio-wide utilization, reserve, and solvency risk across 500+ client accounts</li><li>Perform monthly and quarterly reserve adequacy evaluations (30–90 day claims lag)</li><li>Identify surplus release and deficit strengthening recommendations</li><li>Prepare and reconcile client accounts by ID within NetSuite</li><li>Reconcile reserve balances, claims disbursements, and bank activity</li><li>Support Return of Reserve (ROR) calculations and documentation</li><li>Serve as fiduciary subject matter expert for internal and client committees</li><li>Execute FBO account replenishments and ACH payment processes</li><li>Track and process broker compensation and statements</li><li>Support financial, internal, and regulatory audits</li></ul>
<p><strong>Wealth Management Associate</strong></p><p><strong>About the Firm</strong></p><p>A relationship‑focused wealth management firm is seeking a Wealth Management Associate to join its collaborative, growth‑minded team. The firm partners with individuals, families, and business owners to clarify financial goals, build thoughtful strategies, and deliver long‑term impact. With an average client size of approximately $1.5M, the firm provides a high‑touch planning experience centered on trust, personalization, and exceptional service.</p><p>This role offers direct exposure to senior leadership, complex financial planning work, and a clear path toward becoming a trusted advisor.</p><p><br></p><p><strong>About the Role</strong></p><p>The Wealth Management Associate will partner closely with Senior Advisors across financial planning, client relationship management, and operational support. You’ll participate in client meetings, manage planning workflows, and ensure all follow‑up items are executed seamlessly.</p><p>The ideal candidate is analytical, detail‑oriented, proactive, and adept at managing multiple priorities in a dynamic environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Client & Advisor Support</strong></p><ul><li>Attend client meetings, capture detailed notes, and manage follow‑up tasks</li><li>Support client communication and relationship management</li><li>Assist with client onboarding and ongoing service needs</li><li>Act as project manager to support Advisor priorities</li></ul><p><strong>Operations & Client Service</strong></p><ul><li>Maintain CRM workflows, tasks, and client records</li><li>Process account paperwork, transfers, and updates</li><li>Coordinate with custodians, broker‑dealers, and external partners</li><li>Prepare meeting materials, agendas, and presentations</li></ul><p><strong>Financial Planning & Investment Support</strong></p><ul><li>Gather and review financial documents for planning accuracy</li><li>Track deliverables and ensure timely completion</li><li>Identify opportunities to streamline planning processes</li><li>Assist with insurance illustrations and proposals (life, disability, LTC)</li></ul><p><strong>What This Role Offers</strong></p><ul><li>Broad exposure to the full financial‑planning and wealth‑management process</li><li>A clear pathway to future client‑facing advisory responsibilities</li><li>Strong work‑life balance</li><li>Support for FINRA licensing and CFP® coursework</li></ul>
<p>We are working with a large tech company in Palo Alto, CA that is looking for an interim Topline FP& A Manager consultant that partners closely with senior leadership to support revenue growth and commercial strategy across the business. This team provides critical financial insight across bookings, recurring revenue, billing, and margin performance, helping leaders understand trends, evaluate trade-offs, and make informed decisions. Through strong cross-functional collaboration, the team influences planning processes, operational discipline, and long-term financial outcomes. This is a long-term contract position, offering a unique opportunity to collaborate with cross-functional teams and contribute to high-impact decision-making processes.</p><p><br></p><p><strong>Responsibilities:</strong></p><p><strong>Revenue & Growth Planning</strong></p><ul><li>Own and enhance detailed financial models supporting revenue, ARR, billings, and gross margin performance</li><li>Develop inputs and analysis for annual budgets, rolling forecasts, and long-range planning cycles</li><li>Analyze monthly performance to assess business momentum and forecast accuracy</li></ul><p><strong>Scenario Analysis & Decision Support</strong></p><ul><li>Build and evaluate scenario models related to pricing changes, product launches, and go-to-market initiatives</li><li>Partner with cross-functional teams to assess revenue risks and opportunities throughout the quarter</li><li>Support quarter-end forecasting efforts by synthesizing inputs from sales operations, deal desk, order management, and product teams</li></ul><p><br></p>
We are looking for a highly organized and detail-oriented Property Manager to join our team in Oakland, California. In this role, you will play a key part in providing administrative and tenant support to ensure smooth operations within our affordable housing properties. This is a long-term contract position, offering an excellent opportunity to contribute to a mission-driven organization focused on quality housing solutions.<br><br>Responsibilities:<br>• Provide administrative support to property managers and staff, including handling documentation and correspondence efficiently.<br>• Coordinate and process lease agreements, renewals, and compliance forms for affordable housing programs.<br>• Assist tenants during onboarding by explaining lease terms and ensuring compliance with housing requirements.<br>• Manage tenant files, including legal and financial records, while ensuring adherence to local, state, and federal housing regulations.<br>• Prepare detailed monthly reports on occupancy rates, rent collection, delinquencies, and maintenance requests.<br>• Address tenant inquiries professionally, ensuring excellent customer service and timely resolution of issues.<br>• Support property managers in tracking budgets and expenses for effective financial oversight.<br>• Collaborate with maintenance teams to ensure timely completion of repair requests and upkeep of properties.<br>• Utilize property management software, such as Yardi, to maintain accurate records and streamline processes.
<p>We are looking for an experienced Purchasing Manager to oversee procurement activities and ensure the efficient sourcing of materials and supplies. This role requires 5+ years' experience in purchasing with strong strategic planning, supplier management, and a commitment to optimizing costs while maintaining high-quality standards. Join our team in Woodland, California, to play a pivotal role in driving purchasing excellence.</p><p><br></p><p>For immediate consideration, please contact Shantel Poole via LinkedIn or call 916-649-0832.</p><p><br></p><p>Responsibilities:</p><p>• Develop and implement purchasing strategies that align with organizational goals and budget requirements.</p><p>• Evaluate and select suppliers based on quality, reliability, and cost-effectiveness.</p><p>• Negotiate contracts and agreements to secure favorable terms with vendors.</p><p>• Monitor inventory levels to ensure timely procurement and avoid supply chain disruptions.</p><p>• Analyze purchasing data to identify trends and opportunities for cost savings.</p><p>• Collaborate with internal departments to meet their material and supply needs.</p><p>• Ensure compliance with relevant regulations and company policies in all procurement activities.</p><p>• Maintain accurate records of purchases, contracts, and supplier evaluations.</p><p>• Address and resolve any issues related to supplier performance or delivery delays.</p><p>• Continuously assess and improve purchasing processes to enhance efficiency.</p>
<p>Operations Associate (Administrative Assistant)</p><p><br></p><p>• Excellent Administrative Assistant ready to support Tax team! Will teach everything needed</p><p>• Assemble copies of Tax returns, assists with IRS notices.</p><p>• Provides input on evaluating and enhancing tax procedures.</p><p>• Prepare extensions for filing.</p><p>• Tax return preparation assistance</p><p>• Manage tax team deadlines and open projects (updating and tracking of e-Filing and e-work paper control log).</p><p>• Manage client document process.</p><p>• Scan tax returns and uploads to CCH Document and SurePrep.</p><p>• Prepare materials for presentation for prospect/client meeting (folders, proposals, etc).</p><p>• Manage client/entities organizational charts.</p><p>• Maintains PTIN and CAF numbers.</p><p>• Orders annual tax guides.</p><p>• General support for Tax and Audit teams (calendar, travel, expense reports, time and attendance, client billing and special projects).</p><p>• Client Interaction (sign documents and notarize, which may require travel to client home/office).</p><p>• Maintain compliance logs (Officer/Manager designation for respective clients).</p><p>• Travel arrangement as requested.</p><p><br></p><p>Qualifications</p><p>• Bachelor’s degree.</p><p>• Proficiency in word, excel, power point and outlook.</p><p>• Strong organizational, time management and customer service skills.</p><p>• Detail-oriented.</p><p>• Demonstrate analytical and problem-solving abilities.</p><p>• Ability to demonstrate a high level of professionalism.</p><p>• Ability to multi-task and work in a fast paced environment with tight deadlines.</p><p>• Excellent verbal and written communication skills.</p><p>• Ability to meet deadlines and manage time effectively.</p><p>• Notary not required, but preferred.</p><p><br></p><p>Full-time on-site.</p>
We are looking for an experienced and strategic leader to oversee information security operations at the highest level. This role requires a forward-thinking, detail-oriented individual who can safeguard organizational assets, ensure compliance, and lead cybersecurity initiatives across a dynamic environment. Join us in Emeryville, California, and contribute to building a secure and resilient foundation for our business.<br><br>Responsibilities:<br>• Develop and execute a comprehensive information security strategy aligned with organizational goals.<br>• Lead and mentor a team of security experts, fostering growth and collaboration.<br>• Oversee the implementation of advanced cybersecurity measures to protect sensitive data and systems.<br>• Manage vendor relationships and evaluate third-party security solutions.<br>• Monitor and respond to security incidents, ensuring timely resolution and prevention of future threats.<br>• Establish and maintain disaster recovery and business continuity plans.<br>• Ensure compliance with regulatory standards and industry best practices.<br>• Collaborate with executive leadership to align security initiatives with business objectives.<br>• Conduct regular risk assessments and implement mitigations to address vulnerabilities.<br>• Stay informed about emerging threats and technologies to proactively enhance security measures.
<p><strong>Ready to Take the Next Step? Let’s Connect!</strong></p><p>If this opportunity feels like the right fit, apply today and send your resume to JC del Rosario via LinkedIn—I’d love to connect and learn more about you!</p><p><br></p><p><strong>Wealth Management Associate</strong></p><p><br></p><p><strong>About the Firm</strong></p><p>A relationship‑driven wealth management firm is seeking a <strong>Wealth Management Associate</strong> to join its collaborative and growth‑oriented team. The firm partners with individuals, families, and business owners to clarify goals, develop thoughtful financial strategies, and deliver meaningful long‑term impact. With an average client size of roughly $1.5M, the firm provides a high‑touch, personalized planning experience built on trust and exceptional service.</p><p>This role offers hands‑on exposure to senior leadership, sophisticated planning work, and a clear path to developing into a trusted advisor.</p><p><br></p><p><strong>About the Role</strong></p><p>The Wealth Management Associate will support Senior Advisors across financial planning, client relationship management, and operational execution. This position acts as a key partner—participating in client meetings, managing planning workflows, and ensuring seamless follow‑through on all action items.</p><p><br></p><p>The ideal candidate is analytical, detail‑oriented, proactive, and comfortable managing multiple priorities in a fast‑paced environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Client & Advisor Support</strong></p><ul><li>Attend client meetings, take detailed notes, and drive follow‑up tasks</li><li>Support client communication and relationship management</li><li>Assist with onboarding new clients and ongoing service needs</li><li>Serve as a project manager to help Advisors execute business priorities</li></ul><p><strong>Operations & Client Service</strong></p><ul><li>Maintain and update CRM workflows, tasks, and records</li><li>Handle account paperwork, transfers, updates, and coordination with custodians</li><li>Interface with broker‑dealers and other external partners</li><li>Prepare meeting materials, agendas, and client presentations</li></ul><p><strong>Financial Planning & Investment Support</strong></p><ul><li>Gather and review client financial documents for planning accuracy</li><li>Track planning deliverables and ensure timely completion</li><li>Identify opportunities to streamline and improve planning processes</li><li>Assist with insurance illustrations and proposals (life, disability, LTC)</li></ul><p><strong>What This Role Offers</strong></p><ul><li>Broad exposure to the full financial planning and wealth‑management process</li><li>A clear path to future client‑facing advisory responsibilities</li><li>Strong work‑life balance</li><li>Support for FINRA licensing and CFP® coursework</li></ul>
<p>We are looking for a skilled Accounting Manager to oversee financial operations and reporting for multiple entities in Gold River, California. This role requires an experienced and detail-oriented individual with expertise in complex accounting processes, budgeting, and compliance. The ideal candidate will excel in leadership, process improvement, and providing strategic financial insights.</p><p><br></p><p>Responsibilities:</p><p>• Manage accounting operations across multiple entities, ensuring accurate oversight of accounts payable, accounts receivable, and general ledger activities.</p><p>• Prepare and review financial statements, including profit-and-loss reports, expense documentation, and consolidated financial summaries.</p><p>• Develop comprehensive budgets and monitor financial performance through monthly, quarterly, and annual reporting.</p><p>• Conduct internal audits to ensure compliance with policies and tax regulations, maintaining precision in recordkeeping.</p><p>• Analyze and refine accounting workflows to enhance efficiency and resolve discrepancies, including historical transaction cleanup.</p><p>• Supervise specialized accounting tasks such as journal entries, accruals, amortizations, and depreciation.</p><p>• Oversee complex financial transactions related to real estate, including self-funded loans and partner capital sales.</p><p>• Mentor and lead the accounting team, fostering a culture of accountability and detail-oriented development.</p><p>• Collaborate with senior leadership to deliver strategic insights and financial guidance.</p><p>• Prepare and maintain multi-entity cash flow forecasts to ensure optimal financial planning.</p><p><br></p><p>If you possess the above skills and experience and are looking for a great opportunity to work for a quickly growing company, please send your resume through LinkedIn to Howard Santos today!</p>
<p>Robert Half is currently partnering with growing company that is looking to hire a Senior Accountant to add to the team. This role plays a pivotal part in managing financial operations, ensuring compliance with regulations, and supporting the financial health of the company. The ideal candidate will bring expertise in accounting practices, a CPA or CPA candidate and strong analytical abilities. This is a direct hire position that is in Roseville, CA. For more information on this position, please call Lisa Cole at 916-649-0832.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and review financial statements on a monthly, quarterly, and annual basis, ensuring accuracy and compliance with regulatory standards.</p><p>• Maintain compliance with affordable housing program requirements and assist with audits, tax filings, and other regulatory reporting.</p><p>• Oversee day-to-day accounting operations, including general ledger management, accounts payable and receivable, and bank reconciliations.</p><p>• Handle property-level accounting for multiple affordable housing projects, ensuring accurate financial tracking and reporting.</p><p>• Manage journal entries and account reconciliations to maintain the integrity of financial records.</p><p>• Support the annual budgeting process and perform variance analyses to provide insights into financial performance.</p><p>• Provide financial data and analysis to leadership to support strategic decision-making.</p><p>• Supervise and mentor accounting staff, fostering growth and development within the team.</p><p>• Collaborate with property managers, compliance teams, and external auditors to ensure seamless financial operations.</p>
<p><strong>Wealth Management Associate</strong></p><p><strong>Client‑Focused | Analytical | Growing Firm Environment</strong></p><p><br></p><p><strong>About the Firm</strong></p><p>A relationship‑driven wealth management firm is seeking a Wealth Management Associate to join its collaborative, growth‑minded team. The firm partners with individuals, families, and business owners to clarify their goals, build meaningful financial strategies, and create impact beyond traditional returns. With an average client size of approximately $1.5M, the firm delivers high‑touch planning and exceptional client service through a thoughtful, people‑first approach.</p><p>This role provides the opportunity to work closely with senior leadership, engage in sophisticated planning, and develop into a trusted advisor over time.</p><p><br></p><p><strong>About the Role</strong></p><p>As a <strong>Wealth Management Associate</strong>, you will support Senior Advisors across financial planning, client relationship management, and daily operational needs. You will act as a strategic partner—helping manage planning workflows, joining client meetings, and ensuring follow‑through on critical action items.</p><p>Success requires strong analytical ability, solid judgment, exceptional attention to detail, and the ability to manage multiple priorities in a dynamic environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Client & Advisor Support</strong></p><ul><li>Join client meetings, take notes, and manage follow‑up action items</li><li>Provide high‑level client communication and relationship support</li><li>Support onboarding of new clients and ongoing relationship development</li><li>Act as a project manager to help Senior Advisors execute on business‑unit priorities</li></ul><p><strong>Operations & Client Service</strong></p><ul><li>Manage CRM workflows, updates, and task tracking</li><li>Handle account paperwork, transfers, updates, and custodian communication</li><li>Coordinate with broker‑dealers and external partners</li><li>Prepare meeting agendas, client presentations, and supporting documents</li></ul><p><strong>Financial Planning & Investment Support</strong></p><ul><li>Collect and review client financial documents for planning accuracy</li><li>Track planning‑related tasks and update workflows as needed</li><li>Identify opportunities to improve financial planning processes</li><li>Assist with insurance proposals (life, disability, long‑term care)</li></ul><p><strong>Who Thrives Here</strong></p><ul><li>Analytical thinkers who enjoy solving complex problems</li><li>Individuals who take ownership and “lean in” to challenges</li><li>Professionals who value accuracy, high standards, and operational excellence</li><li>Team‑oriented communicators who appreciate a supportive and growing environment</li></ul><p><strong>What This Role Offers</strong></p><ul><li>Broad exposure to the full wealth‑management process</li><li>Future opportunities to work directly with clients as an advisor</li><li>Strong emphasis on work‑life balance</li><li>Support for FINRA licensing and CFP® coursework</li></ul>
<p>Robert Half is seeking a Buyer in the Palo Alto area for a local healthcare organization for a contract role!</p><p><br></p><p>The Buyer is responsible for placing, managing, and expediting purchase orders to support operational needs. This role interacts closely with vendors and internal departments to address purchasing issues, ensure contract compliance, and maintain accurate purchasing data. The Buyer also plays a key role in supporting organizational initiatives around product standardization and cost-efficient sourcing. Responsibilities include maintaining the purchasing system database, ensuring timely delivery of goods, and coordinating with accounts payable to resolve billing or credit issues.</p><p><br></p><p><strong>Vendor & Department Coordination</strong></p><ul><li>Communicate product delivery timelines, pricing information, and order status to vendors and internal departments; coordinate all changes to purchase orders with vendors.</li><li>Meet with vendors and department representatives to resolve concerns, clarify requirements, and maintain positive working relationships.</li><li>Proactively expedite purchase orders to ensure timely delivery of products and services.</li></ul><p><strong>Purchasing System Management</strong></p><ul><li>Maintain the purchasing system database and ensure accurate interface with related systems, including accounts payable.</li><li>Compose and place purchase orders using the automated purchasing system, ensuring accuracy and selecting the appropriate purchasing method.</li><li>Process various types of purchase requisitions—including electronic and department-specific forms—while verifying signature authority and required information.</li></ul><p><strong>Compliance & Standardization</strong></p><ul><li>Monitor contract compliance, including pricing and service levels, and report findings to the Purchasing Supervisor or Purchasing Manager.</li><li>Track vendor performance and document results to support sourcing improvements and standardization efforts.</li><li>Contribute to departmental initiatives focused on product standardization and procurement consolidation across the organization.</li></ul><p><strong>Issue Resolution</strong></p><ul><li>Track and evaluate credit issues, accounts payable discrepancies, and vendor billing concerns; collaborate with vendors and accounts payable to resolve holds or credit adjustments.</li><li>Escalate vendor or contract-related concerns to Senior Buyers, the Purchasing Supervisor, or the Purchasing Manager when necessary.</li><li>Ensure timely and accurate resolution of purchasing, billing, and delivery issues impacting operations.</li></ul>
<p><strong>Ready to Take the Next Step? Let’s Connect!</strong></p><p>If this opportunity aligns with what you're exploring, apply today and send your resume to JC del Rosario via LinkedIn—happy to connect and learn more about you.</p><p><br></p><p><strong>Relationship Manager / Client Service Associate</strong></p><p><strong>About the Firm</strong></p><p>A well‑respected boutique Registered Investment Advisor (RIA) with roughly half a billion dollars under management is seeking a Relationship Manager / Client Service Associate to join its close‑knit team. The firm is recognized for its supportive, family‑like culture, exceptionally low turnover, and commitment to delivering fiduciary, client‑first guidance.</p><p>Team members enjoy strong work‑life balance, meaningful client relationships, and a collaborative environment where dedication and long‑term growth are truly valued.</p><p><br></p><p><strong>About the Role</strong></p><p>This position blends detail orientation with strong relationship‑building skills. You will play a key role in onboarding new clients, preparing documentation, maintaining client accounts, and supporting advisors across all areas of client service.</p><p>You will also serve as a primary liaison between the firm and its custodial partners, ensuring seamless operations and delivering an exceptional client experience. This is an excellent opportunity for someone who wants mentorship from an experienced advisor, long‑term stability, and the ability to grow within the role.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Support advisors with onboarding and client transition activities</li><li>Coordinate account openings and asset transfers</li><li>Process distributions, including RMDs, and maintain annual RMD tracking</li><li>Partner with custodians to complete account service requests</li><li>Document all client interactions and follow‑ups in the CRM</li></ul><p><strong>Why This Opportunity Stands Out</strong></p><ul><li>Excellent work‑life balance</li><li>Competitive base salary with annual reviews and merit‑based increases</li><li>Strong retirement offering (safe harbor + profit sharing)</li><li>Employer‑covered parking or transit pass</li><li>Discretionary bonuses</li><li>4 weeks of PTO from day one</li><li>Comprehensive health benefits</li><li>A positive, people‑focused work environment with long‑tenured staff</li></ul>
<p>We are looking for an experienced Controller to join our client's team in Stockton, California. This role involves overseeing the financial operations of the organization while ensuring accuracy, compliance, and efficiency in accounting practices. The ideal candidate will bring strong leadership skills and a strategic mindset to manage complex financial processes and drive improvements across the department. Contact Edgar Gonzalez 209.395.2259</p><p><br></p><p>Responsibilities:</p><p>• Lead and supervise the daily operations of the accounting team, including accounts payable, accounts receivable, payroll, general ledger, and bank reconciliations.</p><p>• Analyze financial and industry market data to provide actionable insights to the leadership team using accounting software and analytical tools.</p><p>• Prepare and review financial statements and reports on a monthly, quarterly, and annual basis.</p><p>• Handle annual property tax returns and ensure compliance with regulatory laws related to financial and tax reporting.</p><p>• Collaborate with leadership and HR on insurance renewals, including business and employee benefit policies.</p><p>• Facilitate the annual audit process with external auditors, including managing R& D tax credits.</p><p>• Develop and enforce internal controls to protect company assets and ensure data integrity.</p><p>• Support budgeting and forecasting activities to align financial planning with organizational goals.</p><p>• Mentor and guide accounting staff to encourage growth and enhance team performance.</p><p>• Work closely with project managers and other departments to maintain accurate financial tracking and reporting for projects.</p>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Senior Operations Associate | 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>We are seeking an experienced Accountant to support our nonprofit organization in Sacramento. This role is responsible for performing full-cycle accounting functions, from original books of entry through financial statements, while coordinating with multiple departments to ensure accurate and efficient financial operations. The Temporary Accountant will play a key role in supporting day-to-day accounting activities, month-end close, grant reimbursement billing, and audit preparation.</p><p><br></p><p>Key Responsibilities</p><ul><li>Perform general accounting functions including cost accounting, accounts payable (AP), accounts receivable (AR), credit card reconciliations, expense reports, and monthly account reconciliations</li><li>Prepare and review monthly time and payroll allocations</li><li>Prepare and file required federal, state, and local tax forms</li><li>Prepare and review profit and loss (P& L) statements with program managers</li><li>Prepare month-end reimbursement billing for grant administrators</li><li>Monitor and reconcile security deposits and community fees</li><li>Assist with the annual fiscal audit conducted by an independent accounting firm</li><li>Reconcile bank accounts, deposits, and address bank-related inquiries</li><li>Prepare monthly financial statements including Statements of Financial Position, Statements of Activities, and departmental performance reports</li><li>Reconcile balance sheet accounts and support month-end close</li><li>Prepare monthly variance analysis narratives comparing actual results to budget</li><li>Assist with research and preparation of operating and capital budgets as needed</li><li>Collaborate with internal departments to support overall financial operations</li></ul>
<p>We're seeking an experienced Office Manager / Facilities Coordinator with proven success in fast-paced, high-growth start-up settings. This hybrid administrative/operations role is pivotal to building an efficient, positive, and scalable work environment. </p>
<p><strong>Job Summary</strong></p><p>The HR Generalist will serve as a key contributor to the human resources team, handling a wide range of operational and strategic HR functions to support employee lifecycle management and organizational objectives. This role involves day-to-day administration of HR processes, from recruitment and compliance to employee development and relations, ensuring a compliant, engaging, and efficient workplace environment. The ideal candidate is proactive, versatile, and committed to fostering positive employee experiences while aligning HR practices with business goals.</p><p><strong>Key Responsibilities</strong></p><ul><li>Administer day-to-day HR operations, including employee relations, performance management, and policy enforcement to promote a fair and productive work environment.</li><li>Support recruitment and onboarding processes, from managing job postings to conducting new hire orientations and ensuring seamless integration of new team members.</li><li>Maintain and update employee records, ensuring accuracy, confidentiality, and compliance with data protection standards.</li><li>Assist with benefits administration, open enrollment periods, and employee communications regarding health, retirement, and other perks.</li><li>Monitor compliance with labor laws and internal policies, supporting audit preparation and implementing corrective actions as needed.</li><li>Coordinate training programs, employee engagement initiatives, and development opportunities to enhance skills and career progression.</li><li>Provide guidance to employees and managers on HR procedures, best practices, and issue resolution to build trust and efficiency.</li><li>Collaborate with cross-functional teams to support organizational goals, culture-building efforts, and special projects as required.</li></ul><p><br></p>
We are looking for a motivated Housing Assistant Rep I to join our team in Oakland, California. In this role, you will provide essential administrative and clerical support under the guidance of a department director or senior executive. This is a long-term contract position that offers an excellent opportunity to contribute to the efficiency and success of housing-related operations.<br><br>Responsibilities:<br>• Manage scheduling and coordinate appointments to ensure smooth daily operations.<br>• Assist in preparing audit reports and other comprehensive documentation.<br>• Create detailed reports and summaries based on data analysis.<br>• Collaborate with various stakeholders, including government officials and police officers, to address administrative needs.<br>• Utilize Yardi software to support housing-related tasks and maintain accurate records.<br>• Conduct evaluations of existing procedures and recommend improvements for operational efficiency.<br>• Support budget preparation and monitor expenditures as needed.<br>• Handle correspondence and draft procedural memoranda to ensure clear communication.<br>• Maintain confidential files and administrative records with precision.<br>• Address payroll-related processes and monitor attendance records effectively.
<p><strong>Position Overview:</strong></p><p>The AP Specialist will play a key role in the organization’s accounting operations by managing the end-to-end accounts payable process using NetSuite. This position is responsible for accurate invoice processing, timely payments to vendors, and maintaining proper AP records while ensuring compliance with company policies and procedures. The ideal candidate will have hands-on experience with NetSuite and a solid understanding of AP processes.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Process high-volume vendor invoices and employee expense reports within NetSuite.</li><li>Review, verify, and reconcile invoice and payment discrepancies and resolve any billing issues.</li><li>Manage weekly check runs, ACH, and wire payments to vendors.</li><li>Collaborate with internal teams and vendors to resolve invoice or payment inquiries.</li><li>Maintain accurate and organized accounts payable records within NetSuite.</li><li>Assist with month-end AP close and account reconciliations.</li><li>Reconcile vendor statements and research/investigate any outstanding balances.</li><li>Ensure compliance with company policies, internal controls, and SOX regulations as applicable.</li><li>Support the AP Manager and broader accounting team with ad hoc projects and process improvements.</li></ul>
<p>We are looking for a detail-oriented Accounting Clerk to join our client in San Ramon, California. In this Contract position, you will play a key role in managing accounts receivable, collections, and accounts payable processes while maintaining accurate financial records and supporting the organization's accounting functions. This role is fully onsite and proficiency in Yardi software is highly preferred. </p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Handle daily sorting and processing of accounts receivable mail and deposits.</p><p>• Assist tenants with navigating and using the online payment system effectively.</p><p>• Conduct bank runs twice per week and as necessary to support financial operations.</p><p>• Maintain accurate tenant ledgers and databases, ensuring all records are up-to-date.</p><p>• Post commercial rents, send monthly statements, and manage rent raises and amendments.</p><p>• Attach rental agreements, leases, modifications, and addendums to tenant profiles in accounting software.</p><p>• Coordinate with collection agencies to address overdue tenant accounts and recover outstanding balances.</p><p>• Prepare and review delinquency reports with management on a bi-monthly basis.</p><p>• Process invoices by coding, verifying, and reconciling vendor accounts, ensuring compliance with billing protocols.</p><p>• Support the accounts payable process by sorting mail, reviewing invoices, and submitting approved payments promptly.</p>
We are looking for a dedicated Warehouse Associate to join our team in Santa Clara, California. This is a contract position that involves coordinating logistics and warehouse operations, including shipping, receiving, and inventory management. The role offers hands-on training and an opportunity to gain valuable experience in a fast-paced environment.<br><br>Responsibilities:<br>• Manage incoming and outgoing shipments, ensuring accurate documentation and timely processing.<br>• Update inventory records and purchase orders using NetSuite or similar accounting systems.<br>• Safely operate forklifts and other material handling equipment to move and organize packages.<br>• Deliver packages to designated locations using company trucks, adhering to safety and driving regulations.<br>• Prepare goods for shipment by strapping, wrapping, and organizing items efficiently.<br>• Communicate daily activities and updates to the warehouse manager and shipping supervisor.<br>• Maintain cleanliness and order within the warehouse while adhering to safety protocols.<br>• Assist with ID verification and documentation for shipping and receiving processes.<br>• Participate in training sessions to familiarize yourself with company systems and procedures.<br>• Support general warehouse tasks as needed to ensure smooth operations.
