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22 results for Operations Manager Financial Services in Walnut Creek, CA

Operations Manager

Fremont, CA
onsite
Permanent / Full Time
110000 - 150000 USD / Yearly
We are looking for a dedicated Health & Safety Manager to lead and enhance our Environmental Health & Safety initiatives in Milpitas, California. This role requires a proactive leader who is committed to ensuring regulatory compliance and implementing effective safety policies and procedures across all facilities. The ideal candidate will bring their expertise in manufacturing operations and safety management to drive organizational success. Responsibilities:• Oversee the implementation of Environmental Health & Safety programs, ensuring adherence to federal, state, and local regulations.• Develop and refine organizational policies and procedures to foster a safe and efficient work environment.• Conduct regular audits and inspections to assess compliance with Occupational Safety and Health Administration (OSHA) standards.• Lead initiatives to enhance safety culture and minimize risks across manufacturing operations.• Collaborate with cross-functional teams to ensure environmental and safety goals align with overall business objectives.• Manage and mentor staff to promote growth and operational excellence.• Analyze operational processes and recommend improvements for efficiency and compliance.• Stay updated on industry trends and regulatory changes to maintain best practices.• Prepare detailed reports and documentation related to safety programs and compliance efforts.• Respond to incidents promptly and implement corrective actions to prevent future occurrences
2026-05-27T00:00:00Z

Operations Manager

Richmond, CA
onsite
Permanent / Full Time
130000 - 150000 USD / Yearly
We are looking for a detail-oriented Operations Manager. This role requires strong organizational skills, a focus on accuracy, and the ability to manage risk effectively. Located in Richmond, California, this role leads warehouse operations with full responsibility for safety, regulatory standards, inventory control, operational output, and workforce effectiveness. Responsibilities:<ul><li>Turn warehouse data into clear actions and forward-looking decisions</li><li>Use KPIs and trends to spot risks early and prevent disruptions</li><li>Align warehouse operations with inventory planning and business goals</li><li>Run daily receiving, storage, picking, shipping, and container movement</li><li>Keep SOPs consistent across shifts while managing flow and capacity</li><li>Find and fix bottlenecks to meet volume and throughput needs</li><li>Lead food safety, compliance, audits, and accurate documentation</li><li>Ensure teams are trained, certified, and follow procedures every time</li><li>Coach and develop employees with fair accountability and trust</li><li>Drive change calmly, address resistance, and uphold standards</li></ul>
2026-05-08T00:00:00Z

Finance Manager

Menlo Park, CA
onsite
Permanent / Full Time
140000 - 190000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Finance Manager | Venture Capital Fund | Menlo Park | Hybrid | Base + Bonus + Top Perks Our client is a top-tier venture capital firm behind some of the most influential technology investments in the market. With billions in assets under management and a rapidly growing portfolio, the firm is entering an exciting new phase of growth. Join a high-caliber team and gain hands-on exposure to the full venture fund lifecycle. You’ll work closely with experienced leaders in a collaborative, stable environment that prioritizes mentorship and long-term development. Benefits include fully paid healthcare, profit-sharing 401(k), free lunches, and a strong team culture. Responsibilities<ul><li>Manage fund and GP ledgers, including investment activity and LP allocations</li><li>Prepare quarterly and annual financial statements</li><li>Support deal execution and transaction documentation</li><li>Assist with audit and tax processes with external providers</li><li>Monitor fund cash and process capital calls and distributions</li><li>Review fund administrator reporting</li><li>Partner with Investor Relations on LP requests</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-06-06T00:00:00Z

Finance Manager

St. Helena, CA
onsite
Temporary / Contract
60 - 70 USD / Hourly
Our client is seeking a Finance Manager to join a winery and manufacturing operation in St. Helena, California on a Long-term Contract basis. This role is ideal for a hands-on, detail-oriented finance leader who can lead daily accounting activities, support operational finance, and provide accurate reporting across multiple related entities. The position calls for someone who is comfortable working independently in a lean environment while partnering closely with leadership to maintain strong financial discipline and business continuity. This role requires onsite work in St. Helena 5 days per week and is expected to pay between $60/hr and $70/hr DOE. Responsibilities:• Direct day-to-day accounting activities for multiple affiliated entities, ensuring records are accurate, complete, and aligned with reporting deadlines• Lead monthly and annual close cycles, including account reconciliations, journal entries, accruals, and fixed asset tracking• Produce entity-level and consolidated financial statements, along with supporting analysis for management review and decision-making• Oversee inventory and cost accounting for production, stored materials, finished goods, and allocation of manufacturing-related expenses• Manage accounts payable and accounts receivable processes, monitor collections, coordinate vendor disbursements, and maintain cash visibilit.• Support compliance and finance-related administrative processes, including payroll coordination and use of banking or regulatory reporting platforms• Partner with ownership and key stakeholders to improve financial processes, organize reporting workflows, and strengthen operational controls• Maintain continuity of finance operations by documenting procedures, supporting knowledge transfer, and helping stabilize existing accounting practices during team transition
2026-05-22T00:00:00Z

Operations Coordinator

San Francisco, CA
onsite
Temporary / Contract
28 - 35 USD / Hourly
We are looking for a Facilities Assistant to support daily workplace operations for a Contract position based in San Francisco, California. This role is ideal for someone who brings strong organizational skills, a practical approach to problem-solving, and a positive attitude when responding to facility needs. The successful candidate will help maintain an efficient, welcoming environment by coordinating requests, supporting shared spaces, and working closely with internal teams. Flexibility for occasional weekend coverage is important in order to meet operational demands. Responsibilities:• Coordinate day-to-day facilities activities to help keep the office environment safe, organized, and fully operational.• Manage maintenance requests, track work orders, and follow up on open items using a computerized maintenance management system.• Support conference room readiness by monitoring setup needs, resolving room-related issues, and helping shared spaces remain presentable.• Assist with facilities management tasks such as vendor coordination, service scheduling, and general workplace support.• Maintain accurate records for facilities activity, service requests, and related administrative updates across internal systems.• Partner with team members and site contacts to address operational concerns quickly and provide responsive customer service.• Help monitor timekeeping or scheduling processes as needed.• Provide coverage outside standard weekday hours when required, including weekend support based on business needs.
2026-06-05T00:00:00Z

Strategic Finance Manager

San Francisco, CA
onsite
Permanent / Full Time
180000 - 200000 USD / Yearly
We are looking for a Strategic Finance Manager to lead key financial initiatives and provide insightful analysis that drives business decisions. This role focuses on optimizing financial processes, forecasting, and strategic planning to support organizational goals. The ideal candidate thrives in a dynamic environment and is adept at delivering accurate financial insights. Responsibilities:<ul><li>Lead the annual budget cycle, financial modeling, and monthly reporting with cross-functional alignment</li><li>Deliver strategic financial analysis and updates to executives, Board, and investors</li><li>Partner with the CFO on capital markets activities and lead financing diligence</li><li>Collaborate cross-functionally to evaluate product launches, unit economics, partnerships, and resource allocation</li><li>Build dashboards and reporting to track key financial and operational metrics</li><li>Provide clear, actionable financial insights and support ad hoc strategic initiatives with high executive exposure</li></ul>
2026-05-08T00:00:00Z

Financial Reporting Manager

Menlo Park, CA
onsite
Permanent / Full Time
160000 - 200000 USD / Yearly
Jeff Abrams with Robert Half is looking for an experienced Financial Reporting Manager to join his client team. This role is integral to ensuring the accuracy and timeliness of financial reporting, compliance, and operations for specialized funds, including private equity and royalty income funds. The ideal candidate will bring expertise in fund accounting and a proactive approach to managing complex financial processes. Responsibilities:• Oversee the activities of external fund administrators, ensuring accurate accounting and investor reporting.• Lead the preparation and review of quarterly financial statements and coordinate external audits with auditors.• Manage regulatory filings across various jurisdictions, ensuring compliance with applicable laws and standards.• Analyze complex equity accounting processes and provide detailed reviews to support financial accuracy.• Assist the Fund Controller in developing and maintaining financial planning and analysis for the funds.• Supervise operational tasks such as capital calls, distributions, income allocations, expense management, and cash forecasting.• Collaborate with Treasury teams to handle investment funding, portfolio collections, expense allocations, and fair valuations.• Review and maintain documentation for investment cost measurement, royalty income recognition, and cost relief calculations. If you're interested in this opportunity, please reach out to Jeff Abrams via LinkedIn
2026-05-28T00:00:00Z

Financial Reporting Manager

Oakland, CA
onsite
Permanent / Full Time
150000 - 180000 USD / Yearly
Jeff Abrams with Robert Half is looking for a skilled Financial Reporting Manager to oversee comprehensive fund-level accounting, reporting, and compliance for real estate investment vehicles. This role offers an exciting intersection of finance, operations, asset management, and investor relations, requiring a combination of technical accounting expertise and real estate fund knowledge. As a key contributor, you will collaborate with senior leadership, external advisors, and stakeholders to ensure accurate financial reporting and adherence to regulatory standards. Responsibilities:• Manage all fund-level accounting activities, including capital calls, distributions, management fees, carried interest, and partner allocations.• Review and approve quarterly and annual financial statements in compliance with U.S. GAAP and investment company accounting standards.• Ensure accurate calculations of net asset value (NAV) and provide timely investor capital account statements.• Supervise and guide third-party fund administrators, ensuring accuracy in journal entries, reconciliations, and financial documentation.• Develop and oversee quarterly and annual investor reporting packages, including detailed financial statements and performance data.• Coordinate responses to investor inquiries, collaborating closely with the investor relations team.• Lead annual fund audits and act as the primary liaison with external auditors.• Work with tax advisors to ensure accurate preparation of tax returns, K-1s, and compliance with partnership agreements.• Monitor and enhance internal controls over financial reporting to maintain compliance with governing documents and regulatory requirements.• Collaborate with asset management teams to ensure accurate reporting from property-level investments and alignment with fund-level data.
2026-06-05T00:00:00Z

Fund Accounting Manager

Menlo Park, CA
onsite
Permanent / Full Time
160000 - 180000 USD / Yearly
If you are looking for the next step in your Fund Accounting career, send Jennifer Fukumae a message on LinkedIn for immediate consideration. A leading venture and growth investment platform is seeking a Fund Accounting & Tax Manager to join its expanding finance team. The firm specializes in acquiring existing ownership stakes in private companies and venture capital funds and recently closed a $2.2B inaugural fund that exceeded its original fundraising target. This is an opportunity to join a high-performing team within a fast-paced investment environment focused on venture secondaries and growth investing. Responsibilities<ul><li>Manage fund accounting activities across multiple investment vehicles </li><li>Oversee quarterly closes, financial reporting, and investor reporting </li><li>Review capital calls, distributions, carried interest allocations, and management fees </li><li>Coordinate with external fund administrators, auditors, and tax providers </li><li>Manage tax compliance and investor tax reporting processes </li><li>Assist with valuation support and portfolio reporting initiatives </li><li>Improve operational processes, controls, and reporting efficiencies </li><li>Support fundraising activities and strategic finance projects </li></ul>
2026-06-01T00:00:00Z

Fund Accounting Manager

San Francisco, CA
onsite
Permanent / Full Time
140000 - 170000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Fund Accounting Manager | Leading Investment Management Firm | San Francisco | Hybrid; 2-3 Days onsite | Base + Bonus + 100% paid benefits + Profit Sharing Join a leading investment manager focused on private equity fund-of-funds, with a global footprint. They are known for delivering sophisticated alternative investment strategies within a collaborative, high-performance culture. This is an opportunity to join a top-tier team offering strong compensation, full health and life coverage for employees and families, generous HSA contributions, bonus potential, and meaningful professional development, along with a supportive, growth-oriented environment. Key Responsibilities:<ul><li>Oversee fund financial reporting and ensure US GAAP compliance</li><li>Review quarterly and annual financial statements</li><li>Manage audit and tax processes with external partners</li><li>Monitor fund cash flow and forecasts</li><li>Review capital calls and distributions</li><li>Support regulatory and compliance initiatives</li><li>Partner with leadership on team and firm objectives</li><li>Drive process improvements and operational efficiencies</li><li>Handle LP inquiries and ad hoc reporting</li><li>Advise on complex transactions and reporting matters</li><li>Mentor and develop junior team members</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-06-06T00:00:00Z

Finance Manager, Private Equity Firm

San Jose, CA
onsite
Permanent / Full Time
150000 - 200000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Finance Manager | Private Equity Firm | San Jose| Hybrid | Strong Compensation A leading global investment firm focused on technology investing is growing its finance team. Known for its sophisticated investment platform, strong performance track record, and high-caliber culture, the firm offers the opportunity to work alongside top talent within a highly respected private markets environment. This is an exciting opportunity to gain deep exposure to complex private equity fund structures while working closely with a lean, highly technical team. The role offers a mix of fund accounting and tax exposure, strong visibility, technical depth, excellent compensation and benefits, and long-term growth potential within a premier investment platform. Responsibilities<ul><li>Support fund accounting across complex private equity fund structures</li><li>Manage quarterly closes, reconciliations, capital calls, and distributions</li><li>Assist with annual financial statements and audit coordination</li><li>Partner with internal teams and external fund administrators on reporting and operations</li><li>Support accounting and tax-related workstreams across the platform</li><li>Contribute to technical accounting analysis and process improvement initiatives</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-06-06T00:00:00Z

Director of Operations | Wealth Management Leadership Opport

San Jose, CA
onsite
Permanent / Full Time
150000 - 200000 USD / Yearly
Shape the operational engine behind a high-touch, client-first wealth management firm.An established, fast-growing independent RIA is seeking a Director of Operations to lead the infrastructure, people, systems, and client service operations that power an exceptional client experience. This is not a back-office maintenance role.This is a seat at the table for someone who thrives on building, optimizing, leading teams, solving complexity, and creating scalable operational excellence within a sophisticated wealth management environment. Why this role stands out:You’ll join a firm built around the philosophy of “wealth of life”—helping clients create not just financial success, but personal fulfillment and impact.You’ll work directly with leadership in a highly collaborative, entrepreneurial environment where your ideas matter, your voice is heard, and your influence is visible. What You’ll Own✔ Lead and elevate operations & client service teams to deliver a seamless, high-touch client experience✔ Design and optimize firm-wide workflows, systems, and processes to improve scale and efficiency✔ Oversee the firm’s technology ecosystem, integrations, and operational infrastructure✔ Manage key custodian relationships, with strong exposure to the Charles Schwab platform preferred✔ Partner with HR and Compliance consultants on recruiting, onboarding, employee development, and SEC compliance initiatives✔ Drive strategic operational projects that support firm growth and scalability
2026-06-08T00:00:00Z

Director of Operations | Wealth Management Leadership Opport

San Francisco, CA
onsite
Permanent / Full Time
150000 - 200000 USD / Yearly
Shape the operational engine behind a high-touch, client-first wealth management firm.An established, fast-growing independent RIA is seeking a Director of Operations to lead the infrastructure, people, systems, and client service operations that power an exceptional client experience. This is not a back-office maintenance role.This is a seat at the table for someone who thrives on building, optimizing, leading teams, solving complexity, and creating scalable operational excellence within a sophisticated wealth management environment. Why this role stands out:You’ll join a firm built around the philosophy of “wealth of life”—helping clients create not just financial success, but personal fulfillment and impact.You’ll work directly with leadership in a highly collaborative, entrepreneurial environment where your ideas matter, your voice is heard, and your influence is visible. What You’ll Own✔ Lead and elevate operations & client service teams to deliver a seamless, high-touch client experience ✔ Design and optimize firm-wide workflows, systems, and processes to improve scale and efficiency ✔ Oversee the firm’s technology ecosystem, integrations, and operational infrastructure ✔ Manage key custodian relationships, with strong exposure to the Charles Schwab platform preferred ✔ Partner with HR and Compliance consultants on recruiting, onboarding, employee development, and SEC compliance initiatives ✔ Drive strategic operational projects that support firm growth and scalability
2026-06-08T00:00:00Z

Director of Operations | Wealth Management Leadership Opport

Foster City, CA
onsite
Permanent / Full Time
150000 - 200000 USD / Yearly
Shape the operational engine behind a high-touch, client-first wealth management firm.An established, fast-growing independent RIA is seeking a Director of Operations to lead the infrastructure, people, systems, and client service operations that power an exceptional client experience. This is not a back-office maintenance role.This is a seat at the table for someone who thrives on building, optimizing, leading teams, solving complexity, and creating scalable operational excellence within a sophisticated wealth management environment. Why this role stands out:You’ll join a firm built around the philosophy of “wealth of life”—helping clients create not just financial success, but personal fulfillment and impact.You’ll work directly with leadership in a highly collaborative, entrepreneurial environment where your ideas matter, your voice is heard, and your influence is visible. What You’ll Own✔ Lead and elevate operations & client service teams to deliver a seamless, high-touch client experience✔ Design and optimize firm-wide workflows, systems, and processes to improve scale and efficiency✔ Oversee the firm’s technology ecosystem, integrations, and operational infrastructure✔ Manage key custodian relationships, with strong exposure to the Charles Schwab platform preferred✔ Partner with HR and Compliance consultants on recruiting, onboarding, employee development, and SEC compliance initiatives✔ Drive strategic operational projects that support firm growth and scalability
2026-06-08T00:00:00Z

Contracts Manager

San Francisco, CA
onsite
Temporary / Contract
45 - 55 USD / Hourly
A San Francisco–based law firm is seeking an experienced Contracts Manager to oversee the review, negotiation, and administration of contracts supporting firm operations. This is a contract-to-hire opportunity for a detail-oriented professional who enjoys working closely with legal, finance, and leadership teams in a fast-paced environment. The Contracts Manager will be responsible for managing the full contract lifecycle for vendor, service provider, and business agreements. This role serves as a key liaison between internal stakeholders and external parties, ensuring contracts are accurate, compliant, and aligned with firm policies and risk standards. Key Responsibilities<ul><li>Manage the full lifecycle of contracts, from intake and review through execution and renewal</li><li>Review, draft, revise, and negotiate a wide range of agreements, including vendor, consulting, technology, and professional services contracts</li><li>Partner with attorneys, leadership, finance, and operations teams to assess contractual risk and business terms</li><li>Ensure contracts comply with applicable laws, firm policies, and risk management standards</li><li>Maintain contract records, databases, and tracking systems</li><li>Monitor renewal dates, obligations, and performance requirements</li><li>Assist with developing and standardizing contract templates and internal processes</li><li>Serve as a point of contact for contract-related inquiries and issues</li></ul>
2026-05-26T00:00:00Z

Asset Manager

Stockton, CA
onsite
Temporary / Contract
27.55 - 31.9 USD / Hourly
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. Responsibilities:• Direct daily property management activities across assigned sites to promote efficient operations, strong resident support, and consistent performance.• Apply housing regulations and program requirements to admissions, occupancy, and ongoing property administration while helping maintain organizational compliance.• Administer occupancy policies and operating procedures, identify areas for improvement, recommend updates, and support staff training on approved changes.• Strengthen leasing results by contributing to outreach and marketing efforts designed to expand the applicant pool and attract prospective residents.• Uphold fair housing standards, review resident or applicant requests for informal review, and ensure each matter is handled according to established procedures.• Monitor property appearance by touring communities regularly, confirming curb appeal standards are met, and addressing lease compliance concerns when observed.• Maintain organized property records and tenant files so documentation remains accurate, accessible, and audit-ready.• Track incidents and insurance-related matters in accordance with risk management expectations and required reporting practices.• Drive key portfolio targets, including high occupancy levels, timely unit turnover, strong rent collection performance, and completion of annual physical and housekeeping inspections.• Evaluate maintenance-related vendor needs and provide informed recommendations for service contract arrangements.
2026-05-19T00:00:00Z

Office Manager

Alameda, CA
onsite
Temporary to Hire
33.25 - 38.5 USD / Hourly
Role DetailsResponsibilities:1. Administrative Work· Work hours: Monday-Friday· Attend monthly board meetings after hours (hybrid format).2. Key Office Tasks· Address maintenance issues.· Manage owner relationships and receivables.3. Weekly Duties· Ensure the association remains within budget.· Prepare for board meetings, including creating packets.· Follow public meeting rules and documentation standards.· Enforce community standards and rules compliance. Profile Requirements:· Desired candidates should come from an administrative environment and have experience in corporate structures, policy, and procedures.· Candidates should ideally have executive-level skills capable of maintaining momentum in operations.· Avoid hiring individuals from management companies with structures incompatible with the organization’s needs. Organizational Details· The Homeowner’s Association is a 52-year-old organization overseeing 25 acres of large courtyards. Members own individual homes.· Current staff: 8 day workers.· Systems in use: HOA Assist (bookkeeping), Vanica, and payroll managed through ADP. Major Projects in Progress· Three significant construction projects currently underway. Hiring Process· Interviews will include: GM and Board Member The Association, a large-scale homeowners association with 438 homes, a clubhouse and pool located on approximately 25+/- acres located in Alameda, California, is seeking a highly motivated and experienced Assistant Manager. The Assistant Manager will work closely with the General Manager to manage budgets, oversee accounts receivable, enforce covenants, manage projects, and handle additional tasks as assigned.Key Responsibilities Owner Relations:Serve as a primary point of contact for homeowners, addressing concerns, answering questions, and facilitating positive interactions.Assist in organizing and attending community meetings, including Board meetings and special Maintain open communication with homeowners to ensure transparency and foster a sense of community.Communicate effectively while engaging in working relationships.Be accountable to help with resident and homeowner requests in a timely and professional manner. Budget Management:Assist in the development and management of the annual budget in collaboration with the General Manager.Monitor and control expenses to ensure adherence to the approved budget. Accounts Receivable:Assist with the oversight of the collection of assessments and other dues from homeowners.Manage the accounts receivable process, including tracking payments and following up on delinquent accounts.Work with legal counsel on lien filings and other collection actions as necessary.
2026-05-21T00:00:00Z

Office Manager

Mountain View, CA
onsite
Temporary / Contract
28 - 35 USD / Hourly
Key Responsibilities:<ul><li>Manage daily office operations, supplies, vendors, and facilities</li><li>Support leadership with scheduling, reporting, and office initiatives</li><li>Oversee budgets, expense tracking, and basic accounting coordination</li><li>Coordinate meetings, events, and internal communications</li><li>Maintain office systems, policies, and administrative processes</li></ul>
2026-06-05T00:00:00Z

Office Manager

San Mateo, CA
onsite
Temporary / Contract
35 - 43 USD / Hourly
We are looking for an organized and detail-oriented Office Manager to support daily business operations in San Mateo California. This Contract position requires someone who can oversee administrative and financial office functions while maintaining accurate records and efficient workflows. The ideal candidate brings strong experience with QuickBooks Enterprise, Microsoft Office 365, and Adobe Acrobat, along with the ability to manage billing, payments, and routine office coordination. Responsibilities:• Oversee day-to-day office activities to keep administrative and operational processes running smoothly.• Manage accounts payable and accounts receivable functions, including invoice processing, payment tracking, and account reconciliation.• Prepare billing records, coordinate bank deposits, and handle credit card and debit card payment activity with accuracy.• Follow up on outstanding balances and support collection efforts to maintain timely cash flow.• Maintain financial data and reporting in QuickBooks Enterprise, ensuring records are current and well organized.• Use Microsoft Outlook, Excel, and Word to manage communication, prepare documents, track information, and support reporting needs.• Create, edit, and organize business documents and files using Adobe Acrobat and related office tools.• Assist with payroll-related administrative support and coordination using Paychex as needed.
2026-06-06T00:00:00Z

Manager ATI (HR and Financial Solutions)

San Ramon, CA
remote
Permanent / Full Time
115000 - 175000 USD / Yearly
Robert Half is seeking a Manager, ATI within our Application Technology & Innovation (ATI) organization to lead program and project managers delivering global HR & Financial Solutions (HRFS). This role requires a highly driven, emotionally intelligent self-starter who thrives in fast-paced, high-growth environments. You will lead a team of program/project managers, drive delivery excellence, partner across the enterprise, and champion process improvements. Success in this role requires strong attention to detail, the ability to manage multiple priorities, and a passion for mentoring and developing talent. This position reports to the Director of HRFS Delivery Management and sits within HR & Financial Solutions. It is remote or hybrid, with travel to San Ramon, CA up to twice per year. Robert Half is a $6.1B global company, with ATI comprising 500+ professionals delivering innovative technology solutions. What You’ll Do Leadership & Team Management<ul><li>Lead a team of program/project managers responsible for delivery</li><li>Foster a high-performing, engaged team culture aligned to strategy</li><li>Provide coaching, communication, and support across teams</li><li>Encourage innovation and empower decision-making</li></ul>Strategy & Alignment<ul><li>Drive alignment on priorities, objectives, and roadmap delivery</li><li>Partner with business and technical leaders to plan capabilities</li><li>Lead problem-solving to balance delivery, resources, and priorities</li><li>Communicate outcomes and translate insights into action</li></ul>Delivery & Operations<ul><li>Oversee standardized project management processes</li><li>Ensure best practices across planning, governance, Agile, and quality</li><li>Drive continuous improvement in delivery methodologies</li></ul>Collaboration & Stakeholder Engagement<ul><li>Partner across IT, product, and business teams</li><li>Strengthen cross-functional collaboration and efficiency</li><li>Build strong relationships to ensure successful outcomes</li></ul>Problem Solving & Decision Making<ul><li>Lead through complex, ambiguous challenges</li><li>Apply sound judgment across competing priorities</li><li>Maintain delivery quality while meeting business goals</li></ul>Budget Management<ul><li>Track budgets across programs, ensuring accuracy and transparency</li><li>Partner with PMs on financial planning and forecasting</li><li>Identify variances and drive corrective action</li><li>Provide regular financial reporting on risks and performance</li></ul>
2026-05-21T00:00:00Z

Fund & Financial Operations - Investment Management; Hybrid

Menlo Park, CA
onsite
Permanent / Full Time
140000 - 200000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Fund and Financial Operations | Investment Manager | Menlo Park | Hybrid; 3 Days Onsite | Competitive Compensation with Top Perks A highly regarded investment management firm with a strong reputation across alternative investments is seeking a Finance professional to join its collaborative and highly organized team. Known for offering top-tier benefits and a culture that genuinely prioritizes work-life balance, the firm provides a rare combination of sophistication, stability, and long-term growth within investment operations. The team operates in a well-structured environment with strong processes already in place. This role will focus heavily on reviewing outsourced work from fund administrators, overseeing operations across multiple alternative investment products, and partnering cross-functionally with internal teams in a high-impact oversight capacity. Responsibilities<ul><li>Review NAV packages and outsourced accounting work from fund administrators </li><li>Oversee financial operations across alternative investment products </li><li>Support investor reporting, compliance filings, and annual audits </li><li>Review expense allocations and monitor managed accounts </li><li>Partner with finance, legal, investments, and client service teams </li><li>Assist with operational improvements and oversight processes </li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-06-06T00:00:00Z

Legal Operations Specialist

San Ramon, CA
remote
Temporary / Contract
35 - 43 USD / Hourly
We are looking for an experienced legal operations and paralegal specialist to support litigation matters and strengthen day-to-day legal processes for an organization. This Long-term Contract position offers the opportunity to manage case support, improve operational workflows, and collaborate with internal teams and external partners. This role is ideal for someone who can balance detailed litigation coordination with process improvement and reporting responsibilities. Responsibilities:<ul><li>Support attorneys throughout the lifecycle of litigation matters, from early case development through resolution and follow-up activities.</li><li>Gather and organize records, facts, and supporting materials to help inform legal strategy and case preparation.</li><li>Prepare, review, and manage legal documents such as demand responses, position statements, discovery materials, and settlement-related paperwork.</li><li>Oversee document production activities, maintain electronic case files, and coordinate eDiscovery tasks with accuracy and consistency.</li><li>Monitor litigation calendars, track key deadlines, and help ensure timely completion of required actions.</li><li>Serve as a point of coordination among internal business partners, outside counsel, experts, and legal service providers.</li><li>Develop and refine legal workflows, playbooks, and standard procedures to improve consistency and efficiency across litigation support.</li><li>Manage matter intake, reporting, outside counsel invoicing, and budget tracking while helping analyze spend, case trends, and operational performance.</li><li>Partner with compliance, risk, finance, and business teams on litigation-related matters, including audits, regulatory requests, investigations, accruals, and forecasting.</li></ul>
2026-06-08T00:00:00Z