<p><strong>For additional information or questions about this opportunity, feel free to reach out to <u>Jennifer Fukumae via email or LinkedIn</u>.</strong></p><p><br></p><p>Robert Half is partnering with a well-established Registered Investment Firm in the East Bay. They are looking for an <strong>Operations Manager</strong> to support business operations while partnering closely with senior leadership to keep priorities moving efficiently across the organization. This position plays a central role in improving internal processes, guiding cross-functional initiatives, and providing operational support across administrative, human resources, and compliance-related activities. The ideal candidate brings a practical, organized approach, strong communication skills, and the ability to manage multiple projects in a services environment.</p><p><br></p><p><strong>This is a great opportunity if you're early in your career and looking to step into a broader operations leadership role, or if you're an experienced operations professional seeking a long-term opportunity with a well-established, team-oriented firm.</strong></p><p><br></p><p><strong>Responsibilities:</strong></p><p>• Work closely with the Office Manager and Chief Operating Officer to maintain effective daily business operations and address evolving organizational needs.</p><p>• Direct operational initiatives from initial planning through execution, ensuring milestones are met and stakeholders remain informed.</p><p>• Review existing workflows, identify inefficiencies, and recommend practical improvements that strengthen overall productivity.</p><p>• Coordinate projects that involve multiple teams, helping departments stay aligned on timelines, deliverables, and implementation steps.</p><p>• Provide support for technology rollouts, process updates, and operational enhancements that improve how the firm functions.</p><p>• Assist leadership with broader company initiatives by organizing tasks, tracking progress, and helping drive strategic operational priorities.</p><p>• Act as an internal point of contact for staff who need guidance on operational procedures, tools, and best practices.</p><p>• Partner with human resources efforts by supporting employee relations documentation, manager coaching processes, compensation communications, and employee lifecycle activities.</p><p>• Work alongside compliance professionals and internal teams to help carry out compliance-related projects, communicate updates, and reinforce adherence to established procedures.</p>
<p><strong>Job Summary:</strong></p><p>The Operations Assistant supports daily business operations by helping manage workflows, documentation, reporting, and coordination across departments. This role contributes to operational efficiency by providing administrative and process support.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Assist with day-to-day operational tasks and departmental coordination</li><li>Maintain records, reports, spreadsheets, and internal documentation</li><li>Track inventory, orders, invoices, or service requests as applicable</li><li>Coordinate schedules, meetings, and operational communications</li><li>Support process improvement initiatives and workflow efficiency</li><li>Work with vendors, internal departments, and external partners as needed</li><li>Provide general administrative support for operations leadership</li></ul>
<p>Position Overview</p><p>We're seeking a detail-oriented and proactive Logistics Specialist to support the movement of products, materials, and information throughout the supply chain. This role serves as a critical link between customers, vendors, carriers, warehouse teams, and internal departments to ensure timely deliveries, inventory accuracy, and operational efficiency. The ideal candidate is highly organized, solutions-oriented, and excels at managing multiple priorities in a fast-paced environment. Experience coordinating shipments, tracking orders, maintaining inventory records, and resolving transportation issues is preferred.</p><p><br></p><p>Day-to-Day Responsibilities</p><ul><li>Serve as a point of contact for shipment and order-related inquiries.</li><li>Coordinate inbound and outbound shipments with carriers, vendors, customers, and warehouse teams.</li><li>Monitor shipment status and proactively communicate updates, delays, or issues to stakeholders.</li><li>Maintain accurate inventory records and assist with cycle counts and inventory audits.</li><li>Monitor inventory levels and collaborate with purchasing and operations teams on replenishment needs.</li><li>Process and track purchase orders, sales orders, and shipping documentation.</li><li>Prepare and maintain shipping records, bill of lading documents, packing slips, customs paperwork, and carrier documentation.</li><li>Ensure compliance with company policies, transportation regulations, and customer requirements.</li><li>Maintain accurate records within ERP, inventory, or logistics management systems.</li><li>Partner with vendors, carriers, and customers to resolve issues and improve service levels.</li><li>Generate logistics, inventory, and shipment tracking reports.</li></ul>
<p><strong>Inventory Specialist</strong></p><p><strong>Brief Job Description:</strong></p><p>We are seeking an Inventory Specialist to manage inventory records, monitor stock levels, and support efficient warehouse or supply operations.</p><p><strong>Responsibilities:</strong></p><ul><li>Track inventory levels and update inventory systems</li><li>Conduct cycle counts and reconcile discrepancies</li><li>Receive, label, and organize incoming stock</li><li>Coordinate with purchasing and operations teams</li><li>Prepare inventory reports and maintain accurate records</li></ul>
<p>Inventory Specialist</p><p><strong>Job Description:</strong></p><p>The Inventory Specialist will manage inventory accuracy, coordinate stock levels, and support warehouse or operational activities.</p><p><strong>Responsibilities:</strong></p><ul><li>Monitor inventory levels and reconcile discrepancies</li><li>Conduct cycle counts and inventory audits</li><li>Track incoming and outgoing inventory</li><li>Update inventory management systems</li><li>Generate inventory reports and recommendations</li></ul>
<p>We are looking for an Operational Strategic Analyst to join our remote team and help translate complex data into meaningful business guidance. This position offers the chance to work closely with leaders across the organization, create insightful reporting tools, and support decisions that drive performance and growth. The ideal candidate brings strong analytical ability, comfort with financial modeling, and a proactive approach to improving how information is used across the business.</p><p><br></p><p>Responsibilities:</p><p>• Create and manage executive-level dashboards and recurring reports using Excel and business intelligence platforms such as Power BI, Tableau, or Looker.</p><p>• Evaluate key performance indicators to uncover trends, measure results, and highlight opportunities to improve operational and financial outcomes.</p><p>• Prepare clear analyses, summaries, and presentations that equip leadership with practical recommendations for strategic planning.</p><p>• Perform pricing reviews, cost modeling, and scenario-based analysis to support business decisions and planning activities.</p><p>• Handle high-volume analytical assignments during busy business periods while maintaining accuracy and meeting deadlines.</p><p>• Collaborate with cross-functional teams to streamline reporting workflows and improve the consistency and accessibility of business data.</p><p>• Support data integration and reporting alignment across platforms, including Salesforce and other internal systems.</p><p>• Conduct ad hoc financial and variance analysis to explain performance changes and support emerging business needs.</p>
<p><strong>For additional information or questions about this opportunity, feel free to reach out to <u>Jennifer Fukumae via email or LinkedIn</u>.</strong></p><p> </p><p>We are partnering with a rapidly growing investment firm in the San Francisco Bay Area seeking a <strong>Operations Associate </strong>to support the firm’s day-to-day business operations. This is a highly visible, hands-on role offering significant variety, autonomy, and the opportunity to take on increasingly complex responsibilities over time.</p><p> </p><p><strong>Business & Operations </strong></p><ul><li>Manage relationships and day-to-day coordination with external service providers and business partners.</li><li>Review, reconcile, and maintain operational files, reports, and documentation.</li><li>Coordinate wires and other financial transactions in accordance with established processes and controls.</li><li>Manage contracts, including key dates, renewals, and documentation.</li><li>Support recurring operational processes and identify opportunities to improve efficiency.</li><li>Partner with internal stakeholders and external providers to ensure projects are completed accurately and on time.</li><li>Take ownership of ad hoc projects and special initiatives across the firm.</li><li>Expand responsibilities over time based on experience, strengths, and interests.</li></ul><p><strong>Office & Executive Support </strong></p><ul><li>Help oversee the day-to-day operations of the firm’s East Bay office.</li><li>Coordinate office needs and serve as a point of contact for vendors and service providers.</li><li>Provide light administrative and executive support to firm leadership.</li><li>Assist the CFO with select administrative and coordination needs; this role will <strong>not</strong> be responsible for calendar management or day-to-day scheduling.</li></ul><p><br></p>
<p>A well-established organization in the Northern Peninsula is seeking an experienced <strong>Accounts Payable Specialist</strong> to support the accounting team during a critical project and coverage period. This role is ideal for a detail-oriented AP professional who thrives in a high-volume environment and has experience processing purchase order-based invoices. </p><p><br></p><p>Experience within a <strong>public sector, government, or nonprofit organization</strong> is highly preferred.</p><p><br></p><p>Responsibilities</p><ul><li>Process and code a high volume of accounts payable invoices, averaging <strong>100+ invoices per week</strong></li><li>Perform 3-way matching of invoices, purchase orders, and receiving documentation</li><li>Review invoices for accuracy, proper approvals, and coding</li><li>Research and resolve invoice discrepancies and vendor payment issues</li><li>Maintain vendor records and assist with vendor communications</li><li>Ensure timely and accurate payment processing</li><li>Reconcile AP transactions and support month-end close activities</li><li>Assist with audit requests and documentation as needed</li><li>Follow established internal controls, policies, and procedures</li></ul><p><br></p>
<p>The AP Specialist is responsible for processing invoices, maintaining vendor records, and supporting timely payments while using NetSuite to manage daily accounts payable activities. In a mid-sized company, this role often works closely with procurement, accounting, and operations teams to ensure accurate coding, approvals, and reporting. Knowledge of systems such as Oracle NetSuite is commonly valued for finance and accounting professionals.</p><p><strong>Key Responsibilities</strong></p><ul><li>Review, code, and enter vendor invoices into NetSuite in an accurate and timely manner. Based on general knowledge.</li><li>Match invoices to purchase orders, receipts, and other supporting documents. Based on general knowledge.</li><li>Prepare and process payments, including checks, ACH, and wire transfers. Based on general knowledge.</li><li>Reconcile vendor statements and resolve discrepancies with suppliers and internal teams. Based on general knowledge.</li><li>Maintain vendor files, payment terms, and tax documentation. Based on general knowledge.</li><li>Assist with month-end close, AP aging, accruals, and reporting. Based on general knowledge.</li><li>Support internal controls and audit requests related to accounts payable transactions. Based on general knowledge.</li><li>Identify opportunities to improve NetSuite AP workflows and processing efficiency. Based on general knowledge.</li></ul>
<p><strong>Accounts Payable Specialist</strong></p><p>The AP Specialist is responsible for supporting full-cycle AP operations, including invoice processing, payment preparation, and vendor communication, while using Microsoft Dynamics to manage transactions and records. In a mid-sized company, this role helps ensure timely disbursements, accurate financial data, and compliance with internal accounting procedures. Microsoft D365 is listed among the software proficiencies valued in finance and accounting hiring.</p><p><strong>Key Responsibilities</strong></p><ul><li>Process high-volume vendor invoices in Microsoft Dynamics with accuracy and timeliness. Based on general knowledge.</li><li>Verify invoice details, coding, approvals, and supporting documentation. Based on general knowledge.</li><li>Match invoices with purchase orders and receiving records. Based on general knowledge.</li><li>Prepare weekly payment runs and support electronic and check payment processing. Based on general knowledge.</li><li>Reconcile vendor statements and investigate payment discrepancies. Based on general knowledge.</li><li>Assist with expense reporting, AP reporting, and month-end close activities. Based on general knowledge.</li><li>Maintain accurate vendor master data and support compliance with company policies. Based on general knowledge.</li><li>Collaborate with finance and operations teams to improve AP processes within Dynamics. Based on general knowledge.</li></ul>
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Director of Operations | Wealth Management Firm | Mill Valley; Hybrid</strong></p><p> </p><p>Join a growing independent wealth management firm seeking an experienced operations leader to drive efficiency, enhance the client experience, and help scale the business. This is a high-impact leadership role with broad visibility, partnering closely with firm leadership in a collaborative, entrepreneurial environment.</p><p><strong> </strong></p><p>This is a client-focused firm where you'll play a key role in shaping operations and supporting long-term growth. The firm offers a collaborative culture, strong work-life balance, comprehensive benefits with fully covered employee medical insurance, 401(k) match, profit sharing, and unique team events and perks.</p><p><strong>Responsibilities</strong></p><ul><li>Lead the firm's operations and client service functions</li><li>Develop and improve workflows, processes, and operational best practices</li><li>Optimize technology, CRM systems, and software integrations</li><li>Oversee custodian operations, account administration, and asset movement</li><li>Manage key vendor relationships and operational infrastructure</li><li>Partner with HR and compliance on onboarding, employee initiatives, and regulatory processes</li><li>Lead strategic projects that improve scalability and operational efficiency</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p><strong>Director of Operations | San Francisco</strong></p><p><br></p><p><strong>Natalie Lue with Robert Half i</strong>s partnering with an global firm seeking a <strong>Director of Operations</strong> to lead a blend of <strong>Finance, HR, and Facilities Management</strong>.</p><p>Key areas include:</p><p>• Accounting oversight, budgeting, and reporting</p><p>• HR operations, payroll, benefits, and recruiting</p><p>• Facilities, vendor management, and office operations</p><p>• Leadership of administrative teams across multiple locations</p><p> </p><p>Ideal for an operations professional who enjoys driving efficiency, supporting employees, and partnering with leadership across the business.</p><p>Interested or know someone who may be a solid operations leader? Share or apply today!</p>