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5 results for Portfolio Manager in Stockton, CA

Asset Manager
  • Stockton, CA
  • onsite
  • Temporary / Contract
  • 27.55 - 31.9 USD / Hourly
  • <p>We are looking for an experienced Asset Manager to support the performance and compliance of a non-profit housing portfolio in Tracy, California. This Long-term Contract opportunity is ideal for a property management specialist who can balance occupancy goals, regulatory adherence, resident service, and site presentation. The role requires strong oversight of leasing activity, inspections, records management, and policy execution to help ensure each property operates effectively and in alignment with housing standards.</p><p><br></p><p>Responsibilities:</p><p>• Direct daily property management activities across assigned sites to promote efficient operations, strong resident support, and consistent performance.</p><p>• Apply housing regulations and program requirements to admissions, occupancy, and ongoing property administration while helping maintain organizational compliance.</p><p>• Administer occupancy policies and operating procedures, identify areas for improvement, recommend updates, and support staff training on approved changes.</p><p>• Strengthen leasing results by contributing to outreach and marketing efforts designed to expand the applicant pool and attract prospective residents.</p><p>• Uphold fair housing standards, review resident or applicant requests for informal review, and ensure each matter is handled according to established procedures.</p><p>• Monitor property appearance by touring communities regularly, confirming curb appeal standards are met, and addressing lease compliance concerns when observed.</p><p>• Maintain organized property records and tenant files so documentation remains accurate, accessible, and audit-ready.</p><p>• Track incidents and insurance-related matters in accordance with risk management expectations and required reporting practices.</p><p>• Drive key portfolio targets, including high occupancy levels, timely unit turnover, strong rent collection performance, and completion of annual physical and housekeeping inspections.</p><p>• Evaluate maintenance-related vendor needs and provide informed recommendations for service contract arrangements.</p>
  • 2026-05-19T00:00:00Z
Technology Asset Manager
  • San Ramon, CA
  • onsite
  • Temporary / Contract
  • 28 - 32 USD / Hourly
  • <p>We are looking for a Technology Asset Manager to help oversee the full lifecycle of enterprise technology assets in San Ramon, California. This Technology Asset Manager Long-term Contract position supports asset visibility, inventory accuracy, and efficient equipment movement by leveraging ServiceNow and strong operational coordination. The Technology Asset Manager role combines system-based asset administration with hands-on warehouse and office support to ensure devices are received, tracked, distributed, recovered, and retired in a timely and compliant manner.</p><p><br></p><p>Responsibilities:</p><p>• Manage technology assets throughout their lifecycle, keeping records current from purchasing and deployment through repair, return, and final disposition.</p><p>• Administer and refine ServiceNow Asset Management activities by updating asset data, supporting automated workflows, and reconciling inventory information.</p><p>• Receive incoming hardware shipments, document items through barcode-based tracking, and ensure all related system entries are completed accurately.</p><p>• Organize the distribution and shipment of laptops, desktops, mobile devices, and accessories to internal teams and end users.</p><p>• Support inventory replenishment by preparing purchase orders, monitoring stock availability, and helping maintain appropriate on-hand levels.</p><p>• Handle returned equipment from office and field locations, assess reusable devices, and return eligible items to active inventory.</p><p>• Perform cycle counts, audits, and variance reviews to strengthen inventory accuracy and resolve discrepancies promptly.</p><p>• Work through asset-related tickets and shared queues with complete documentation, clear status updates, and responsive customer communication.</p><p>• Coordinate responsible e-waste handling and disposal in alignment with company standards and environmental practices.</p><p>• Produce reporting on inventory status, audit results, and asset lifecycle performance to support operational decision-making.</p>
  • 2026-06-04T00:00:00Z
Financial Planner
  • Alamo, CA
  • onsite
  • Permanent / Full Time
  • 90000 - 150000 USD / Yearly
  • <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>
  • 2026-06-06T00:00:00Z
Project Accountant
  • Fremont, CA
  • onsite
  • Permanent / Full Time
  • 80000 - 100000 USD / Yearly
  • We are looking for a detail-oriented Project Accountant to support the financial administration of projects in Fremont, California. This role works closely with operations and project teams to maintain accurate project records, support contract compliance, and help ensure reliable revenue and cost reporting. The ideal candidate brings strong accounting knowledge, sound judgment, and the ability to manage project-related financial activity in a fast-paced environment.<br><br>Responsibilities:<br>• Set up new projects, revisions, and approved scope changes in accounting and project management systems, ensuring budgets and values are recorded accurately.<br>• Review project documentation for completeness and compliance, verify account structures, and prevent incorrect or incomplete bookings from moving forward.<br>• Update cost estimates for ongoing work in a timely manner so active projects reflect current financial expectations.<br>• Prepare and manage owner notice documentation, including lien-related filings and releases, while coordinating supporting materials when required.<br>• Monitor projects through completion and finalize closeout activities within the accounting system once contractual work is finished.<br>• Support post-payroll reporting by assisting with financial analysis tied to labor activity and project performance.<br>• Examine monthly project charges, identify inconsistencies, and work with stakeholders to resolve billing or cost allocation issues.<br>• Verify labor hours charged to jobs against weekly timesheet submissions to help maintain accurate project costing.<br>• Evaluate work-in-progress and overall project results, offering insights that can strengthen profitability and improve cash flow management.<br>• Contribute to month-end close activities and assist with additional accounting initiatives or department projects as assigned.
  • 2026-05-12T00:00:00Z
Project Accountant
  • West Sacramento, CA
  • onsite
  • Permanent / Full Time
  • 31 - 34 USD / Hourly
  • <p>Robert Half is looking for a detail-oriented Project Accountant for a well-established company. In this role, you will oversee financial processes for construction projects, ensuring accuracy and compliance with company policies and industry standards. This position is ideal for someone who thrives in a fast-paced environment and has a strong background in construction accounting. This is a direct hire position that will work in the office in West Sacramento. If you have additional questions, please call Lisa Cole at 916-649-0832. </p><p><br></p><p>Responsibilities:</p><p>• Manage project-related financial activities, including tracking budgets, expenses, and revenues.</p><p>• Prepare accurate billing and invoicing for construction projects, ensuring timely submissions.</p><p>• Maintain detailed financial records and ensure compliance with relevant accounting standards.</p><p>• Collaborate with project managers to review financial performance and address discrepancies.</p><p>• Generate reports that provide insights into project costs and profitability.</p><p>• Ensure all financial transactions align with company policies and industry regulations.</p><p>• Support audits by providing necessary documentation and explanations.</p><p>• Assist in forecasting and analyzing financial data to support decision-making.</p><p>• Coordinate with vendors and subcontractors to resolve billing and payment issues.</p><p>• Monitor cash flow and ensure proper allocation of resources for ongoing projects.</p>
  • 2026-05-28T00:00:00Z