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21 results for Portfolio Manager in Walnut Creek, CA

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

Project Manager

Santa Clara, CA
onsite
Temporary / Contract
23.75 - 27.5 USD / Hourly
We are seeking an experienced Project Manager with a strong background in the HVAC and plumbing industry to oversee projects from kickoff through completion. This role is responsible for managing schedules, budgets, subcontractors, materials, and client communication to ensure projects are delivered on time, within scope, and within budget. Experience with ServiceTitan is preferred but not required. Responsibilities:• Direct project execution from kickoff to closeout for plumbing and related construction work.• Partner with internal departments, field personnel, subcontractors, suppliers, and clients to keep work progressing efficiently.• Build and maintain schedules, cost plans, and milestone tracking to support on-time delivery.• Identify project risks early and take corrective action to address delays, budget concerns, or scope changes.• Evaluate drawings, specifications, contracts, and change documentation to support accurate project delivery.• Monitor compliance with applicable safety practices, company standards, and local building requirements.• Coordinate labor, materials, and equipment needs to support field operations across active jobs.• Provide routine status updates, financial visibility, and project reporting to leadership and customers.• Support permitting, inspections, invoicing, forecasting, and project closeout documentation.
2026-05-29T00:00:00Z

Project Manager

Oakland, CA
remote
Temporary / Contract
45 - 50 USD / Hourly
We are seeking a highly organized, people-oriented Project Manager to join a collaborative team supporting enterprise-wide initiatives across technology, learning, and digital transformation efforts. The ideal Project Manager candidate is proactive, adaptable, and thrives in a fast-paced environment where they can help drive projects from concept through completion while supporting stakeholders across multiple teams. This Project Manager Role is a fully remote Opportunity for a Non-Profit out of California. This Project manager Role is a contract position for about 5-6 months. Key Responsibilities<ul><li>Manage multiple cross-functional projects from initiation through completion</li><li>Coordinate timelines, deliverables, stakeholder communication, and project documentation</li><li>Partner with leadership and internal teams to ensure projects stay on track and aligned with business goals</li><li>Lead project meetings, provide status updates, identify risks/issues, and drive action items to completion</li><li>Support ongoing SharePoint and Office 365 initiatives, including recently launched platforms and enhancements</li><li>Assist with website revamp projects focused on improving user experience and functionality based on customer feedback</li><li>Collaborate with consultants, technical teams, and business stakeholders to ensure successful project execution</li><li>Support organizational initiatives involving Salesforce AI and Microsoft Copilot implementations</li><li>Utilize project management tools such as Asana, Wrike, or similar platforms to manage workflows and priorities</li><li>Help improve processes, communication, and overall project efficiency across departments</li></ul>
2026-06-01T00:00:00Z

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

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

Finance Manager

San Leandro, CA
onsite
Permanent / Full Time
125000 - 150000 USD / Yearly
We are looking for a skilled Finance Manager to lead financial planning and analysis efforts for our organization. This role requires a strategic thinker who can deliver insightful financial models, provide clear analysis, and support decision-making processes. Based in San Leandro, California, you will play a key role in driving corporate financial planning initiatives and ensuring the company’s financial health. Responsibilities:• Own the company’s financial planning cadence and timelines• Lead budgeting, forecasting, and long-range strategy cycles• Manage financial submissions to the parent organization• Oversee and enhance financial planning systems and tools• Build and maintain long-term financial models• Align volume forecasts across Procurement, Operations, Supply Chain, and Commercial teams• Roll out and maintain SAP‑integrated planning software• Train finance teams and budget owners on planning tools and processes
2026-05-01T00:00:00Z

Fund Accounting Manager - Innovative Investment Firm

San Francisco, CA
onsite
Permanent / Full Time
140000 - 180000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Fund Accounting Manager | Growing Investment Management Firm | San Francisco | Hybrid | Strong Base + Generous Bonus + Carry A rapidly growing investment management firm focused on private markets and alternative investments is expanding its finance team as the business continues to scale. The firm operates within a fast-growing segment of the market and offers strong exposure to complex fund structures, institutional investors, and high-impact investment operations. This is a highly visible opportunity with broad exposure across fund accounting, investor reporting, financial operations, and tax coordination while partnering closely with leadership and external stakeholders. The role offers strong ownership, process-building opportunity, and long-term growth within a collaborative environment. Responsibilities<ul><li>Lead fund accounting and financial reporting across alternative investment structures </li><li>Oversee NAV reporting, capital activity, allocations, and investor reporting </li><li>Coordinate audits, K-1 processes, and fund-level reporting </li><li>Partner with fund administrators and external providers to ensure accurate reporting </li><li>Support accounting across complex multi-entity structures </li><li>Improve reporting processes, controls, and workflows </li><li>Collaborate with finance, legal, operations, and investment teams </li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-05-22T00:00:00Z

Contracts Manager - Biotech

San Francisco, CA
onsite
Temporary / Contract
65 - 75 USD / Hourly
A well-established biotechnology company based in San Francisco is seeking a Contracts Manager to support its legal and business teams. This is a contract-to-hire opportunity for a contracts professional with experience in the biotech or life sciences sector. The role focuses on managing, drafting, and negotiating a high volume of commercial and research-related agreements while partnering closely with internal stakeholders across scientific, operational, and business functions. Key Responsibilities<ul><li>Draft, review, and negotiate a broad range of agreements, including NDAs, vendor agreements, MSAs, SOWs, consulting agreements, and research collaboration contracts</li><li>Support contracts related to research and development, clinical activities, and commercial operations</li><li>Manage the full contract lifecycle, from intake and review through execution and amendment</li><li>Collaborate with legal, finance, procurement, and business teams to ensure alignment with company objectives</li><li>Maintain contract records, templates, and compliance tracking</li><li>Identify and escalate legal or business risks as appropriate</li></ul>
2026-06-02T00:00:00Z

Financial Planner

San Ramon, CA
onsite
Permanent / Full Time
70000 - 90000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Financial Planner | Thriving Wealth Management Firm| San Ramon | Hybrid; 2 Days Onsite A highly regarded, relationship-focused wealth management firm known for its collaborative culture, thoughtful planning approach, and strong leadership. They work closely with individuals and families to deliver personalized financial guidance and are seeking someone eager to grow long-term within the advisory space. This is a great opportunity for someone who enjoys the analytical side of wealth management and wants hands-on exposure to financial planning in a supportive, women-led environment. The role is primarily planning-focused, with strong mentorship, meaningful growth potential, and the chance to work alongside an impressive advisor and team. Responsibilities<ul><li>Support financial planning strategies, analyses, and client recommendations</li><li>Build and maintain cash flow projections and planning models</li><li>Review and organize client financial documents and account information</li><li>Manage data within financial planning software, including eMoney</li><li>Prepare meeting materials, investment reviews, agendas, and follow-up items</li><li>Assist with account openings, transfers, money movement, and maintenance requests</li><li>Track client workflows and coordinate with custodians and external partners</li><li>Support ongoing client service and planning initiatives</li><li>Participate in client meetings for development and exposure as needed</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-05-27T00:00:00Z

Financial Planner

San Francisco, CA
onsite
Permanent / Full Time
100000 - 150000 USD / Yearly
Michelle Espejo with Robert Half Financial Services is recruiting for a Paraplanner at a growing RIA. This is a full-time permanent role based in Marin County with a Hybrid schedule. Our client is a client-first financial services firm dedicated to delivering comprehensive wealth management and financial planning. They support individuals and families in achieving long-term financial success and personal well-being. This is an excellent opportunity to lead high-net-worth client relationships and contribute to the firm’s continued growth. You'll develop tailored financial strategies, work in a collaborative, forward-thinking environment, and benefit from strong career development, leadership pathways, and competitive perks. Responsibilities: <ul><li>Advise Clients: Act as the lead advisor for high-net-worth individuals and families, delivering tailored financial and investment strategies.</li><li>Manage Financial Plans: Develop and adjust comprehensive plans covering retirement, tax, estate, investment, and risk management.</li><li>Mentor & Lead: Support junior advisors and contribute to a strong team culture.</li><li>Grow the Business: Build relationships, secure referrals, and participate in networking events.</li><li>Shape the Firm’s Future: Collaborate with leadership on strategic growth initiatives.</li></ul>*Contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.
2026-05-27T00:00:00Z

Project Analyst

San Mateo, CA
onsite
Permanent / Full Time
100000 - 130000 USD / Yearly
We are looking for a motivated Commercial Property Manager to join our team in San Mateo, California. In this role, you will play a key part in managing tenant relations and supporting commercial property operations. The ideal candidate is detail-oriented, skilled in data management, and has experience in providing exceptional customer service within the real estate industry. Very infrequent Responsibilities:• Address tenant needs and requests promptly, ensuring efficient resolution and exceptional customer service.• Generate and manage work orders for vendors and building engineers, following up to confirm issues are resolved.• Utilize Yardi and accounting software to assist tenants with inquiries regarding rent statements and operating expenses.• Conduct regular inspections of buildings and tenant spaces, identifying and addressing any concerns.• Communicate with tenants regularly to monitor satisfaction and assess space requirements.• Draft and distribute tenant memos, notices, and other communications as needed.• Remain available for on-call emergencies, collaborating with building engineers to address urgent situations.• Organize and support community events to foster tenant engagement and satisfaction.• Assist in the management of commercial property operations, ensuring compliance and efficiency.
2026-05-15T00:00:00Z

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 Planning & Analysis Manager

Sausalito, CA
onsite
Permanent / Full Time
125000 - 155000 USD / Yearly
We are looking for a highly driven Financial Planning & Analysis Manager to play a critical role in supporting financial operations and delivering insightful analysis. In this individual contributor role, you will collaborate across departments to refine financial plans, improve reporting systems, and drive data-driven decision-making. Based in Sausalito, California, this position offers the opportunity to influence key business strategies and enhance organizational profitability. Responsibilities: • Lead the annual budgeting process by developing templates, coordinating with department heads, and preparing detailed budget presentations. • Conduct quarterly forecasting exercises, providing actionable insights to senior management. • Ensure data accuracy and integrity while preparing monthly financial reports and developing new reporting tools. • Analyze variances against budgets and prior year results to identify trends and areas for improvement. • Support executive management by assisting in the preparation of board presentations and delivering ad hoc analyses. • Create and maintain data models to design performance metrics and support financial systems. • Evaluate product profitability by analyzing supply chain costs, pricing structures, and brand expenditures. • Provide inventory analysis to identify trends related to expiration, sales forecasting, and margin implications. • Collaborate with sales and marketing teams to develop sales forecasts, monitor performance metrics, and validate regional trends. • Assist in pricing administration and conduct brand spend analysis to optimize market strategies.
2026-05-01T00:00:00Z

Financial Planning & Analysis Manager

Emeryville, CA
remote
Permanent / Full Time
120000 - 140000 USD / Yearly
We are looking for a skilled Financial Planning & Analysis Manager to join our team in Emeryville, California. This role is ideal for someone passionate about driving financial strategies and delivering impactful insights. You will play a key role in shaping corporate decision-making through detailed analysis and forecasting. Responsibilities:<ul><li>Improve and maintain driver‑based financial and capital models, integrating them into daily operations and partnering with key business teams.</li><li>Lead monthly reporting by collecting data, validating assumptions, and aligning benchmarks with stakeholders.</li><li>Analyze and present financial results, including preparing materials for leadership and board reviews.</li><li>Produce ongoing financial reports using advanced modeling and strong analytical methods.</li><li>Provide insights on revenue drivers, competition, and market trends to guide strategy.</li><li>Track KPI trends, benchmark performance, and identify risks and opportunities.</li><li>Run sensitivity analyses focused on capital adequacy and stress‑testing scenarios.</li><li>Communicate forecasts and assumptions clearly across business units to ensure alignment.</li><li>Maintain transparent access to plan‑vs‑actual and forecast‑vs‑actual results.</li><li>Build strong partnerships across the organization and act as a trusted advisor.</li><li>Support expense management and contribute to improving financial processes.</li><li>Promote best practices in planning and enhance analytical discipline.</li><li>Coach and develop team members.</li><li>Handle additional ad hoc tasks as needed.</li></ul>
2026-05-29T00:00:00Z

VP, Finance - Prominent Private Equity Firm

San Jose, CA
onsite
Permanent / Full Time
200000 - 270000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. VP, Finance | 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.
2026-05-22T00:00:00Z

Financial Advisor

San Carlos, CA
onsite
Permanent / Full Time
140000 - 200000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Financial Advisor | Wealth Management Firm | San Mateo Our client is a well-established, independent wealth advisory firm serving high-net-worth clients across the Bay Area and nationwide. With decades of experience navigating evolving markets, they’re known for delivering personalized, fiduciary-driven financial planning and investment management—focused entirely on what’s best for the client. This is an opportunity to join a top-tier, fast-growing practice (ranked in the top ~1% of its national network) with strong leadership, deep mentorship, and real upside. The team supports long-term career growth while also valuing work-life balance. Responsibilities<ul><li>Act as the lead advisor for a portfolio of high-net-worth clients</li><li>Lead client meetings, portfolio reviews, and deliver tailored planning strategies</li><li>Advise on retirement, investments, insurance, and major financial decisions</li><li>Strengthen and expand client relationships through proactive planning</li><li>Partner with senior advisors on complex cases</li><li>Support onboarding and development of new client relationships</li><li>Maintain accurate planning and CRM documentation</li><li>Stay current on markets and evolving planning strategies</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-05-27T00:00:00Z

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. Responsibilities: • Set up new projects, revisions, and approved scope changes in accounting and project management systems, ensuring budgets and values are recorded accurately. • Review project documentation for completeness and compliance, verify account structures, and prevent incorrect or incomplete bookings from moving forward. • Update cost estimates for ongoing work in a timely manner so active projects reflect current financial expectations. • Prepare and manage owner notice documentation, including lien-related filings and releases, while coordinating supporting materials when required. • Monitor projects through completion and finalize closeout activities within the accounting system once contractual work is finished. • Support post-payroll reporting by assisting with financial analysis tied to labor activity and project performance. • Examine monthly project charges, identify inconsistencies, and work with stakeholders to resolve billing or cost allocation issues. • Verify labor hours charged to jobs against weekly timesheet submissions to help maintain accurate project costing. • Evaluate work-in-progress and overall project results, offering insights that can strengthen profitability and improve cash flow management. • Contribute to month-end close activities and assist with additional accounting initiatives or department projects as assigned.
2026-05-12T00:00:00Z

VP, Fund Accounting | Private Real Estate Firm

San Francisco, CA
onsite
Permanent / Full Time
300000 - 330000 USD / Yearly
A growth equity firm based in San Francisco is seeking a Vice President of Fund Accounting to lead the fund reporting function and oversee all accounting and financial reporting activities for the firm’s investment funds and general partner entities. This is a highly visible leadership role responsible for managing the fund accounting team and ensuring the accuracy, efficiency, and integrity of fund reporting, liquidity management, and regulatory compliance. If you are interested in learning more about the firm, please message Jennifer Fukumae with Robert Half on LinkedIn for quickest consideration. Responsibilities<ul><li>Lead, manage, and mentor the fund accounting team</li><li>Oversee the end-to-end accounting and financial reporting process for investment funds and general partner entities</li><li>Partner with external tax advisors to coordinate the preparation of tax estimates, tax reporting packages, K-1s, and tax returns while ensuring compliance with federal, state, and local regulations</li><li>Manage fund and GP liquidity, including cash forecasting and oversight of fund lines of credit</li><li>Lead the annual audit process and coordinate with external auditors to ensure timely completion</li><li>Support investment closings by partnering with the deal and accounting teams on funds flow reviews, wire coordination, and closing workflows</li><li>Collaborate with the compliance team to support regulatory filings and ensure investor reporting materials meet applicable requirements</li></ul>
2026-06-01T00:00:00Z

F, P&A Manager

San Francisco, CA
remote
Temporary / Contract
47.5 - 55 USD / Hourly
We are looking for a Finance Manager to support planning, reporting, and analysis activities for a team based in San Francisco, California. This Long-term Contract opportunity is ideal for a detail-oriented finance specialist who can provide strong insight into business performance through accurate forecasting, thoughtful modeling, and dependable monthly close support. The role will contribute to financial visibility and decision-making by translating data into clear recommendations for stakeholders. Responsibilities: • Lead monthly close activities by reviewing financial results, resolving variances, and helping ensure timely and accurate reporting. • Build and maintain financial models that support budgeting, scenario planning, and strategic decision-making. • Prepare recurring and ad hoc financial reports that highlight trends, risks, and performance drivers. • Analyze operating results against forecasts and budgets, identifying key variances and explaining underlying causes. • Develop forward-looking projections to support planning cycles and business performance reviews. • Partner with cross-functional stakeholders to gather inputs, validate assumptions, and improve the quality of financial analysis. • Present concise financial insights and recommendations that help leadership make informed decisions.
2026-05-13T00:00:00Z

Fund Accounting Manager | Reputable Venture Capital Firm

Menlo Park, CA
onsite
Permanent / Full Time
150000 - 180000 USD / Yearly
If interested in the role, please message Jennifer Fukumae on LinkedIn to learn more about this opportunity.This is a high-visibility role reporting to the VP of Finance, offering broad exposure across the full fund lifecycle within a top-tier VC environment deploying capital across some of the most influential technology companies in the market. 📍 Location: Menlo Park (Sand Hill Road) – Hybrid💰 Compensation: $150K–$180K base + bonus Key Responsibilities:• Maintain fund and GP general ledgers, including accruals, expenses, intercompany activity, and investment allocations• Prepare quarterly and annual financial statements across multiple fund vehicles• Support capital calls, distributions, and cash management for assigned funds• Review reporting packages prepared by fund administrators (NAVs, LP reporting, statements, etc.)• Partner with Investor Relations on LP inquiries and reporting requests• Coordinate audit and tax processes with external service providers and internal stakeholders• Research technical accounting issues and ensure compliance with partnership accounting standards• Monitor fund cash positions and assist with forecasting and liquidity planning• Support valuation, investment activity tracking, and portfolio reporting processes
2026-06-01T00:00:00Z

Martech Project Manager

Burlingame, CA
onsite
Temporary / Contract
35 - 45 USD / Hourly
Robert Half Marketing and Creative has a client seeking a Marketing Technology Project Manager to lead a high-impact marketing technology transformation initiative. This individual will play a critical role in managing the migration from Marketo to Salesforce Data Cloud (Data360) and Marketing Cloud Engagement, while driving alignment across a highly cross-functional stakeholder group. This is a highly visible role within a global marketing organization, ideal for a project manager who excels at leading complex technology transformations, organizing stakeholders, and driving clear communication at all levels of the business.Responsibilities: Lead Marketing Technology Transformation<ul><li>Manage end-to-end project execution for migration from Marketo to Salesforce Data Cloud and Marketing Cloud Engagement</li><li>Partner closely with internal teams and third-party consultants to ensure successful platform implementation and integration</li><li>Own the first 2–3 months of focused migration efforts, followed by broader martech transformation initiatives</li></ul>Project & Stakeholder Management<ul><li>Coordinate across a diverse group of stakeholders, including marketing, business unit leadership, systems/IT, and platform teams</li><li>Establish and maintain project plans, timelines, and deliverables using Agile methodologies</li><li>Bring structure and organization to an evolving environment lacking formal PM discipline</li></ul>Executive Communication & Reporting<ul><li>Provide clear, concise updates to senior leadership and executive stakeholders</li><li>Develop stakeholder communications including:</li><li>Weekly / ongoing summary emails</li><li>Bi-monthly presentation updates (deck format)</li><li>Translate complex technical project details into digestible business-level insights</li></ul>Cross-Functional Collaboration<ul><li>Work closely with Marketing Operations leadership and demand generation teams</li><li>Serve as a centralized point of coordination for marketing, sales (Sales Cloud), and platform teams</li><li>Ensure stakeholder alignment, engagement, and buy-in throughout the transformation lifecycle</li></ul>Process Improvement & Future-State Enablement<ul><li>Help establish scalable project management processes for future technology transformations</li><li>Support ongoing optimization of marketing technology infrastructure and campaign enablement</li></ul>
2026-05-18T00:00:00Z