57 results for Project Coordinator in Walnut Creek, CA

Project Coordinator We are seeking a highly organized and detail-oriented Project Coordinator to support the successful delivery of our approved ERP Replacement initiative. In this role, you will work closely with the internal ERP Project Manager, external vendor project leads, and the internal PMO Director to ensure the initiative remains on track. Key Responsibilities: Maintain and regularly update the project health dashboard (currently in SmartSheet) to provide accurate and timely status reporting. Track project tasks and deliverables, assisting task owners in maintaining up-to-date progress and documentation. Prepare meeting agendas and capture detailed minutes; log key decisions, risks, and issues in project tracking tools. Support project governance by identifying, documenting, and following up on risks, decisions, and action items. Partner with communication and change management teams to support stakeholder communication planning and content development. Schedule and coordinate project meetings, workshops, and other key engagements. Monitor items impacting the project budget and ensure alignment with established budget tracking tools. Provide general project support and coordination as needed throughout the lifecycle of this large-scale initiative.

Project Manager Job Posting: Project ManagerLocation: Santa Clara, CACompany Overview:We’re partnering with a dynamic organization in Santa Clara looking for an experienced Project Manager to lead critical initiatives. If you excel in project leadership, thrive on organization, and are motivated by delivering exceptional outcomes, this role offers an exciting opportunity! Position Summary:The Project Manager will oversee planning and execution for high-impact projects, coordinating cross-functional teams, and ensuring alignment with organizational goals, budgets, and schedules. As a key team leader, the Project Manager will drive efficient workflows, stakeholder communication, and trend-setting outcomes. Key Responsibilities:<ul><li>Project Planning: Define project scope, objectives, and deliverables in collaboration with stakeholders while managing resources for optimal efficiency.</li><li>Team Leadership: Lead multidisciplinary teams, fostering collaboration and driving accountability for milestones.</li><li>Budget & Timeline Management: Develop and manage budgets and schedules to ensure timely and cost-effective delivery.</li><li>Risk Management: Identify and mitigate project risks, anticipating challenges while implementing corrective actions as needed.</li><li>Reporting: Provide regular status updates and communicate progress to executives and other stakeholders.</li><li>Compliance: Ensure adherence to company standards, protocols, and relevant regulatory requirements throughout the project lifecycle.</li></ul>

Project Manager/Sr. Consultant We are looking for a results-driven Project Manager/Sr. Consultant to take ownership of complex initiatives from inception to completion. In this long-term contract role, you will collaborate with cross-functional teams to oversee project schedules, costs, scope, and quality, ensuring alignment with organizational goals. Based in San Francisco, California, this position offers an opportunity to thrive in a fast-paced, dynamic environment while driving impactful outcomes. The ideal candidate will have 5+ years of hands-on experience with GitHub. Responsibilities:• Lead the planning and execution of projects, creating detailed roadmaps and ensuring milestones are met on time and within budget.• Develop and maintain comprehensive project plans that align with business objectives and uphold high-quality standards.• Partner with leadership and cross-functional teams to manage a diverse portfolio of initiatives, ensuring measurable and repeatable success.• Implement an agile approach to achieve business outcomes, effectively navigating a matrixed organizational structure.• Perform hands-on tasks related to system implementations, user support, and scripting to ensure project success.• Monitor project progress, identify risks, and recommend actionable solutions to mitigate challenges.• Leverage data-driven insights to make informed decisions and drive improvements in processes.• Facilitate clear and consistent communication across local and global teams, ensuring alignment and accountability.• Conduct regular status updates and present reports to stakeholders, highlighting key achievements and areas for improvement.

Project Manager - Non IT 1 We are looking for a dedicated Event and Venue Manager to oversee the coordination and execution of programs and events at a premier venue in Mountain View, California. This role requires expertise in managing event logistics, providing exceptional client experiences, and ensuring seamless operations. As this is a long-term contract position, we seek a detail-oriented individual who can consistently deliver high-quality service and build strong relationships with clients and vendors. Responsibilities: • Coordinate and attend site inspections to ensure venue readiness and functionality. • Conduct regular venue audits to maintain cleanliness, functionality, and safety standards. • Manage the venue calendar, oversee space bookings, and ensure smooth scheduling. • Act as the primary point of contact for clients, vendors, and service providers to guarantee seamless event execution. • Supervise all aspects of event operations, including catering, A/V setup, and technical requirements. • Develop comprehensive project timelines and communication plans for each event. • Lead pre-event meetings to align with all stakeholders and address client needs. • Oversee quality assurance for deliverables from catering, facilities, technology, and other services. • Ensure attendee privacy, security, and adherence to safety protocols during events. • Monitor and report on event changes, incidents, and outcomes for continuous improvement.

Digital Project Manager We are actively seeking a Digital Project Manager to join our dynamic team in San Francisco, California. The role primarily involves the application of digital project management skills in an innovative and fast-paced industry. The successful candidate will have the opportunity to manage a range of digital projects, using an array of cloud technologies and Agile Scrum methodologies. Responsibilities: • Leading digital projects from inception to completion, ensuring they are executed in a timely fashion and within budget. • Utilizing project management systems, particularly Wrike, to track progress and manage tasks effectively. • Adopting an effective communication strategy to keep all stakeholders abreast of project status and developments. • Demonstrating high attention to detail by ensuring all project components are thoroughly reviewed and error-free. • Breaking down larger projects into manageable tasks, and executing them efficiently. • Utilizing customer relationship management (CRM) and enterprise resource planning (ERP) systems to streamline project workflows. • Creating effective project templates and frameworks to enhance productivity. • Proactively asking insightful questions to clarify project scope and requirements. • Leveraging skills in cloud technologies, Atlassian Jira, IBM, and About Time to optimize project outcomes. • Balancing respectfulness with assertiveness in all communications and interactions.

Compliance Project Manager AI tool implementation We are looking for a Compliance Project Manager to lead the implementation of an AI tool designed to review marketing materials for a prominent Fintech company. This role demands a strong background in compliance, particularly in consumer compliance, and experience ensuring adherence to regulatory standards such as Reg E, Reg Z, and UDAAP. This is a long-term contract position based in San Francisco, California. Responsibilities: • Oversee the end-to-end implementation of an AI tool for reviewing marketing materials. • Ensure all marketing content complies with consumer banking regulations, including Reg E, Reg Z, and UDAAP. • Collaborate with cross-functional teams to integrate the AI tool seamlessly into existing workflows. • Monitor project timelines and deliverables, ensuring successful completion within set deadlines. • Provide expert guidance on compliance standards and best practices to stakeholders. • Conduct regular assessments to measure the effectiveness of the AI tool in identifying compliance risks. • Develop and maintain project documentation, including plans, reports, and compliance guidelines. • Act as the primary point of contact for compliance-related inquiries during the project lifecycle. • Identify and mitigate potential risks associated with the AI implementation process.

Sales Content Program Coordinator, Sales Enablement We are looking for a Sales Content Program Coordinator to join our client's team on a long-term contract basis. You will play a pivotal part in developing and managing sales enablement initiatives. This position requires strong organizational skills and the ability to collaborate effectively across teams to drive impactful outcomes. Responsibilities:• Participate in project meetings, help manage milestones and deliverables across Sales Content projects, ensure deadlines are met, and proactively flag roadblocks / barriers that might hinder projects from launching on time. • Become proficient in their content management system, Highspot, and serve as a system administrator and point of contact for stakeholders.• Collaborate with several teams across the organization to ensure key project contributors are up to date with their work, or their reviews are on-track.• Support measurement of project performance to identify opportunities for improvement and optimization. • Contribute to continuous innovation and improvement to optimize knowledge, behavior, and skills for high-performing sales teams.

IT Project Manager ***For immediate consideration, please message Ali Ferber (Scott) on Linkedin with your updated resume*** Onsite position in West Hollywood, CASalar up to 130k base + bonus We are looking for a proficient Technical Project Manager to join our client's team in the Investment Advisory industry located in Los Angeles, California. In this role, you will be responsible for managing IT projects, working with software developers, and utilizing platforms like SDLC and Jira.

Internal Audit Manager/Director We are looking for a detail-oriented and organized Project Manager to oversee and manage bid proposals and scopes of work related to multifamily and commercial properties. This role is a mix of on-site property walks and with the rest of your time working from home. The role involves coordinating with vendors, managing reports, and conducting site visits to ensure projects are executed efficiently. The ideal candidate is a strong communicator with excellent organizational skills and the ability to handle flexible working hours. Responsibilities:• Manage and maintain bid proposals and scope of work documentation, ensuring accuracy and consistency.• Communicate effectively with vendors to coordinate schedules and address project requirements.• Schedule vendor appointments and oversee timelines for project execution.• Prepare and analyze reports using tools like Microsoft Access and Excel.• Conduct site visits to evaluate property damage and document issues through photographs.• Be available for after-hours calls to address urgent repair needs, offering flexibility in work hours.• Travel to various properties throughout the Greater Bay Area, including San Francisco, San Jose, Oakland, and the Peninsula.• Utilize strong organizational skills to handle multiple projects and deadlines simultaneously.• Support project planning by managing subcontractor bids and negotiating maintenance contracts.

Project/Program Manager II We are looking for an experienced Project/Program Manager II to oversee the successful execution of projects and programs from start to finish. Based in San Francisco, CA, this Hybrid contract position focuses on managing deadlines, assigning tasks, tracking progress, and delivering comprehensive updates to senior leadership. The role demands a proactive leader capable of driving results while collaborating with diverse teams. Responsibilities:• Coordinate all phases of project and program management, ensuring seamless execution and timely completion.• Define project timelines, assign roles and responsibilities, and monitor progress against established goals.• Prepare detailed reports and presentations for senior management to communicate status, challenges, and achievements.• Lead and guide team members, fostering collaboration and ensuring alignment with project objectives.• Implement compliance protocols and quality assurance measures to uphold industry standards.• Conduct data analysis to evaluate project performance and identify areas for improvement.• Develop and refine procedures and practices to optimize project outcomes.• Manage stakeholder relationships, addressing concerns and ensuring satisfaction throughout the project lifecycle.• Utilize Microsoft Excel and other tools to track metrics, analyze data, and support decision-making.• Apply creativity and innovation to overcome challenges and achieve project goals.

Program Support Specialist We are looking for a dedicated Program Support Specialist to join our Mission Systems Value Stream Support team in Fairfield, California. In this long-term contract role, you will contribute to the successful execution of current and future programs by managing projects of moderate complexity and ensuring seamless coordination across teams. This position offers an opportunity to work on impactful initiatives while developing innovative solutions to meet organizational goals. Responsibilities:• Lead and manage projects of moderate scope and complexity, ensuring timely delivery and alignment with organizational objectives.• Provide oversight to resolve or mitigate potential issues, ensuring smooth project execution.• Coordinate cross-functional activities to address obsolete components and ensure continuous production.• Analyze complex problems to develop logical, in-depth solutions and actionable recommendations.• Facilitate effective communication and understanding across teams to achieve project milestones.• Maintain attention to detail while managing multiple tasks and priorities simultaneously.• Drive decision-making processes with confidence, even in challenging or uncertain situations.• Develop and implement strategies to meet hard deadlines, such as Last Time Buy notices, ensuring production continuity.• Promote teamwork and serve as a motivator to enhance morale and collaboration among team members.• Ensure all project details are accurate and meet quality standards, demonstrating dependability and accountability.

Workday Payroll Implementation Consultant Overview: We are seeking an experienced Project Manager to lead and support a Workday Payroll implementation. This role will coordinate stakeholders, manage timelines, and ensure successful delivery of payroll system configuration, testing, and go-live. The ideal candidate brings deep experience in Workday HCM/Payroll implementations and excels at cross-functional communication, risk management, and execution. Key Responsibilities:<ul><li>Oversee end-to-end implementation of Workday Payroll, ensuring alignment with business goals and compliance requirements.</li><li>Serve as the primary liaison between internal teams (HR, Payroll, IT, Finance) and external Workday consultants.</li><li>Develop detailed project plans, track progress, and manage scope, budget, and risks.</li><li>Facilitate requirements gathering, system design validation, and configuration approvals.</li><li>Manage testing cycles including UAT, parallel testing, and issue resolution.</li><li>Coordinate data conversion and system integrations, ensuring clean handoff to post-go-live support.</li><li>Drive project governance through regular status updates, stakeholder reporting, and executive communication.</li><li>Ensure readiness for go-live including user training, documentation, and contingency planning.</li></ul>

Executive Assistant Administrative Support:<ul><li>Manage and maintain the CEO’s calendar, including scheduling meetings, appointments, and travel arrangements.</li><li>Prepare and edit correspondence, communications, presentations, and other documents.</li><li>Handle incoming and outgoing communications, including emails, phone calls, and mail.</li><li>Organize and coordinate meetings, conferences, and special events, including logistics and catering.</li></ul>Communication:<ul><li>Act as the primary point of contact between the executive office and internal/external stakeholders.</li><li>Screen and prioritize communications, ensuring timely and appropriate responses.</li><li>Draft and distribute meeting agendas, minutes, and follow-up action items.</li></ul>Project Management:<ul><li>Assist in the planning and execution of various projects and initiatives led by the executive team.</li><li>Track progress and provide updates on project timelines, deliverables, and milestones.</li></ul>Information Management:<ul><li>Maintain confidential and sensitive information with utmost discretion.</li><li>Develop and maintain a filing system for documents, records, and reports.</li></ul>Travel Coordination:<ul><li>Arrange detailed travel plans, itineraries, and agendas.</li><li>Ensure all travel logistics are managed efficiently and cost-effectively.</li></ul>Office Management:<ul><li>Monitor and order office supplies as needed.</li><li>Coordinate with IT and facilities for any office maintenance or equipment needs.</li><li>Assist in managing office budgets and expenses.</li></ul>

Property Administrator Are you detail-oriented, organized, and ready to take on an exciting role in property management? We are seeking a Property Administrator to join our team! In this role, you will play a vital part in supporting the financial administration, reporting, and project management of commercial properties under the guidance of the Associate Director. This dynamic position is perfect for someone who thrives in a fast-paced, collaborative environment.Key Responsibilities:Financial Management Support<ul><li>Gather and analyze financial data to prepare reports and track expenses.</li><li>Oversee rent collection and manage accounts receivable processes.</li><li>Assist with budget preparation, monitor financial performance, and aid in implementing corrective action plans.</li><li>Review and approve vendor invoices while managing commercial vendor accounts.</li></ul>Administrative Duties<ul><li>Compile and deliver routine property reports for stakeholders, including investors, lenders, and government entities.</li><li>Manage and update internal reporting dashboards.</li><li>Coordinate and consolidate reporting materials for external parties.</li></ul>Project Management Support<ul><li>Provide assistance with capital projects, ensuring timely and budget-conscious completion.</li><li>Collaborate with the Facility Manager to coordinate improvement projects and ensure vendor compliance.</li><li>Oversee insurance requirements and manage documentation for tenant construction projects.</li></ul>Portfolio Systems Operation<ul><li>Manage portfolio tools, including security system access and Yardi property management software.</li><li>Address Yardi-related inquiries and generate reports as needed.</li></ul>

Jr. Transactional Paralegal Our client, a mid-sized reputable corporate firm, is seeking a Junior Paralegal to join their team. This firm supports a variety of clients with complex, impactful transactional matters, including public finance, bond offerings, hospital and housing deals. Their collaborative, team-oriented environment allows employees to wear multiple hats while developing versatile legal skills. We are seeking a Jr. Transactional Paralegal to provide high-level legal and administrative support to one of our partners. The ideal candidate will be a proactive problem-solver with expertise in handling transactional matters, robust organizational skills, and a commitment to delivering exceptional client service. Key Responsibilities:<ul><li>Document Drafting and Review: Prepare, proofread, and edit legal documents related to public finance, municipal bond offerings, hospital transactions, and housing deals (training provided)</li><li>Managing Workflows: Assist with project management tasks, ensuring deadlines are met and workstreams are efficiently coordinated.</li><li>Administrative Support: Oversee general administrative tasks, including maintaining records and organizing files to support firm operations.</li><li>Client Interaction: Build rapport with clients and stakeholders to coordinate logistics and facilitate various needs.</li></ul>

Assistant Controller - VC Firm with GREAT Benefits Please reach out to Ren Friedman via Linkedin with your updated resume to be considered for the opportunity below. Or email ren.friedman at roberthalf with your updated resume. Our client is a leading VC firm in San Francisco. They are seeking a strong and hands on Assistant Fund Controller to be based in the SF Bay area and available to go into the office once or twice a week. The ideal candidate will have a proven track record of success and advancement in prior roles and will be a person who has demonstrated strong technical fund and problem solving skills and is also someone who has a great appetite for knowledge and professional growth.Responsibilities:<ul><li>Perform fund accounting work in our accounting systems</li><li>Responsible for detailed equity accounting and analysis, including complex partnership equity accounting analysis and management fee / carried interest computations</li><li>Active role in fund reporting including preparation of quarterly financial statements, performance returns, and LP-specific statements. Also prepare annual GAAP financial statements and coordination of audits with external auditors</li><li>Involvement with operational duties including capital calls, capital distributions, and liquidity management</li><li>Assist with ad-hoc requests, investor questions, and frequent interaction with our marketing / client management and legal departments</li><li>Frequent project coordination work</li><li>Assist in driving accounting, reporting and business process simplification and efficiency initiatives</li></ul>

IT Manager The IT Project Manager will oversee the planning, execution, and delivery of critical technology projects. This includes upgrades, implementations, vendor coordination, and user support. The role will also serve as a super-user for the electronic medical record (EMR) system and report directly to the CFO. The ideal candidate will ensure IT initiatives align with organizational goals and support high-quality care and operations. Key Responsibilities:<ul><li>Lead end-to-end delivery of IT projects, ensuring timely and budget-conscious execution.</li><li>Oversee implementation and integration of new technologies (networking, accounting systems, resident services, etc.).</li><li>Align IT solutions with department needs and strategic goals through cross-functional collaboration.</li><li>Provide training and support for staff on new and existing IT tools.</li><li>Ensure regulatory compliance (HIPAA) and uphold cybersecurity standards.</li><li>Apply project management methodologies: stakeholder engagement, root cause analysis, goal setting, etc.</li><li>Manage external IT consultants and ticketing systems to resolve support issues efficiently.</li><li>Contribute to corporate compliance efforts related to IT and data security.</li><li>Act as a super-user of the EMR system: workflow optimization, template building, and user training.</li><li>Research and present IT solutions with clear pros/cons analysis to the CFO.</li><li>Coordinate with third-party vendors for support, maintenance, and installations.</li><li>Other duties as assigned.</li></ul>

Sr. Accountant We are looking for an experienced Senior Accountant to join our team in Oakland, California. This role involves overseeing financial activities, ensuring compliance with accounting standards, and supporting the organization's overall financial health. The ideal candidate will have a strong background in account reconciliations, general ledger management, and month-end close processes. Responsibilities:Accounting<ul><li>Manage daily accounting functions including accounts payable/receivable and general ledger updates.</li><li>Support full-cycle project accounting from initiation to closeout in coordination with external partners.</li><li>Reconcile accounts monthly and assist in preparing financial reports.</li><li>Review and process subcontractor billings, resolving discrepancies and ensuring alignment with contract terms, including T& M billing.</li><li>Administer payroll and ensure compliance with labor laws and tax requirements.</li></ul>Project Accounting <ul><li>Partner with project managers to develop and track project budgets.</li><li>Monitor and report on project costs, identifying variances and cost-saving opportunities.</li><li>Perform cost analyses, billing audits, and maintain records of subcontractor payments.</li><li>Generate and process invoices, pay applications, and change orders per project timelines.</li><li>Maintain detailed project accounting records and job cost tracking.</li><li>Support vendor and contract administration with accurate and timely payments.</li></ul>Compliance & Financial Analysis<ul><li>Ensure compliance with company policies and industry financial regulations.</li><li>Oversee financial reporting and project financial close-outs.</li><li>Deliver cost reports and financial insights to aid decision-making.</li><li>Assist with audits related to both general and project-specific accounting.</li></ul>Leadership & Communication<ul><li>Mentor junior staff and contribute to accounting process improvements.</li><li>Maintain clear communication with stakeholders to support project transparency and alignment with company goals.</li></ul>

Bookkeeper BOOKKEEPER/OFFICE MANAGER85K-100K + benefits Real estate investment/property management company is seeking a Bookkeeper/Office Manager to join their team. Ideally candidate would come from a small company where he/she can wear multiple hats, handle all office administrative but can also help with some accounting and HR functions. Responsibilities:•Oversees and manages the daily activities of office to ensure efficient operations, service delivery and expense control•Manages record-keeping, databases and archives of relevant records, document preparation, mail distribution, reception, bill or invoice processing, maintenance services, technical support, project coordination/ scheduling, and other related internal operations•Oversees the selection of and management of vendor and supplier relationships, purchase of products and services to ensure that they efficiently and effectively provide needed resources within budgetary limits•Performs AR/AP tasks while tracking costs and monitoring budget•Provides day-to-day oversight and assistance with carrying out various HR functions critical to company, including recruiting, onboarding, leave and attendance tracking, evaluation, employee relations, health and safety, compensation, benefits, coaching, training, diversity, employee engagement, payroll and employee records•Provides administrative and clerical support, including word processing, spreadsheets, maintenance of office supply inventory and equipment maintenance, etc.

Legal Operations Manager A San Francisco-based healthcare nonprofit is seeking an Interim Legal Operations Manager to provide critical support to its in-house legal and compliance functions during a transitional period. This is a project-based role focused on litigation tracking, legal request process improvement, and vendor contract compliance. The ideal candidate will have experience working cross-functionally in a healthcare or nonprofit environment and be comfortable managing legal operations independently. Key Responsibilities<ul><li>Track and maintain oversight of all open litigation matters and significant legal disputes involving the organization.</li><li>Serve as the internal liaison between organizational leadership and external counsel.</li><li>Coordinate the collection of documents, monitor case progression, and ensure leadership is kept informed of developments, settlement discussions, or trial decisions.</li><li>Prevent delays or internal bottlenecks in litigation support processes.</li><li>Evaluate current processes for receiving and responding to subpoenas, court orders, search warrants, and investigations.</li><li>Identify procedural gaps, risks, or inefficiencies, and recommend corrective actions.</li><li>Develop standardized workflows, internal protocols, and training resources for staff across departments.</li><li>Ensure all legal requests are tracked, authorized, and documented in a timely and compliant manner.</li><li>Review current contract management practices and ensure all critical vendor agreements are up to date and properly stored.</li><li>Focus on high-risk contracts such as Business Associate Agreements (BAAs) for HIPAA compliance.</li><li>Monitor compliance requirements including insurance certificates, licenses, and renewal dates.</li><li>Collaborate with procurement and finance to strengthen vendor risk management processes, including due diligence and performance monitoring.</li></ul>

Office Manager We are looking for an experienced Office Manager to join our team in Berkeley, California. This contract position plays a critical role in overseeing administrative and business operations while ensuring efficient resource management and compliance. As a key member of the leadership team, you will work closely with the Program Director and other stakeholders to maintain smooth daily operations and support the center's mission in the higher education sector. Responsibilities:• Collaborate with leadership, including the Program Director and Assistant Program Director, to streamline administrative and business functions.• Oversee resource allocation and schedule adjustments to accommodate rolling admissions, program changes, and unexpected needs.• Serve as the main liaison with the National Finance Office for budgeting, financial operations, and risk management.• Manage relationships with vendors, suppliers, and local property management firms to ensure smooth operations.• Supervise compliance with employment, privacy, and documentation standards, including file management and destruction.• Coordinate student housing and leasing arrangements, ensuring facilities meet quality standards.• Oversee logistics such as procurement, vendor quotes, and transportation maintenance, including center vehicles.• Organize key center events such as experience days, evening programs, and weekend activities.• Assist with employee onboarding and offboarding in collaboration with HR.• Ensure that schedules for students and resources are up-to-date and accurately logged. If you are interested, please apply today and call us at (510) 470-7450

Financial Planning & Analysis Manager Jackie Meza with Robert Half has an exciting opportunity for a Financial Planning & Analysis Manager in Stockton, California. In this role, you will be engaging with various accounting software systems, overseeing budget processes, and conducting financial analysis. You will collaborate with team members to manage capital and plan projects efficiently. Contact Jackie Meza at 209. 227.6563 for details and consideration. Responsibilities:• Utilize accounting software systems to ensure smooth financial operations• Implement and monitor Adaptive Insights for effective financial planning• Oversee accounting functions to maintain financial accuracy and transparency• Prepare and manage the annual budget to align with the company's financial goals• Streamline budget processes to improve fiscal efficiency• Administer capital management strategies to optimize resource allocation• Conduct comprehensive financial analysis for informed decision-making• Oversee budgeting and forecasting activities to predict financial trends accurately• Manage cost accounting tasks to track and control expenditures• Prepare monthly financial statements for review and analysis• Coordinate project planning activities to ensure timely and cost-effective completion.

Accounts Receivable Coordinator We are looking for an Accounts Receivable Coordinator to join our team in San Francisco, California. In this role, you will manage essential financial operations, ensuring accuracy and efficiency in accounts receivable and payable processes. This position requires strong organizational skills and a detail-oriented approach to support our accounting functions effectively. For immediate consideration, please contact Leon Chang directly via Linked-In. Responsibilities:Daily Cash Receipts: Processes and applies daily payments (checks, wires, ACH) to invoices or GL accounts; scans checks with backup; balances entries with deposits; manages held checks.Bank Deposits: Sorts checks by account, scans via remote deposit, prepares deposit slips for exceptions, and delivers deposits to the bank when needed.Client Refunds: Coordinates with attorneys to process overpayment refunds, ensuring appropriate documentation and authorizations; drafts cover letters as needed.File Maintenance: Maintains organized electronic records of all cash receipt activities, including trust transactions and overpayments; regularly audits files and archives annually.Reporting: Sends monthly trust reports to responsible partners; alerts attorneys of received retainers; maintains records and provides audit or financial information as needed; generates custom reports on request.Expense Entry: Inputs third-party expense credits into the accounting system with proper backup documentation.Client Account Management: Handles A/R write-offs, corrects misapplied payments, updates spreadsheets for complex accounts, and monitors unapplied cash; coordinates with Billing for accurate applications.Collections Support: Assists in collections during staff absence, including statement processing and database updates.Accounts Payable: Covers full AP functions when needed—invoice entry, reimbursements, vendor inquiries, and check runs.Team Collaboration: Upholds service standards, meets deadlines, assists with projects, and communicates professionally with clients.Trust Accounts: Manages daily trust transactions, ensures proper authorizations and documentation, and processes disbursements and new account setups.

Finance Manager We are looking for a highly skilled Finance Manager to join our team on a contract basis in San Francisco, California. In this role, you will leverage your expertise in financial planning, reporting, and multi-entity consolidations to drive strategic insights and optimize workflows. This position offers the opportunity to collaborate with cross-functional teams and contribute to the financial success of our organization. Responsibilities: • Oversee the financial consolidation and reporting processes using Datarails, ensuring accuracy and timeliness across multiple entities. • Manage budgeting, forecasting, and variance analysis to support strategic decision-making. • Analyze complex financial data to provide actionable insights for senior leadership. • Collaborate with various departments to implement cost-saving strategies and enhance financial efficiency. • Automate financial processes by leveraging tools like Datarails and Excel, while addressing and resolving reporting challenges. • Ensure accurate intercompany transactions and eliminate redundancies in multi-entity consolidations. • Support system upgrades and integrations to streamline financial workflows and improve efficiency. • Stay informed about industry trends and regulatory updates to maintain compliance with financial policies and procedures.

Senior SEC Manager We are in the process of recruiting a Senior SEC Manager to become part of our team based in Emeryville, California. The role involves ensuring compliance with the Securities and Exchange Commission regulations, overseeing acquisitions, and managing annual financial reporting. SEC Financial Reporting<ul><li>Oversee the SEC reporting process and maintain the SEC calendar aligned with closing activities.</li><li>Prepare and publish 10Q and 10K filings, including XBRL tagging review.</li><li>Lead Disclosure Committee discussions for accurate financial reporting.</li><li>Manage tie-outs and internal/external document reviews.</li><li>Ensure SOX 404 compliance for disclosure accuracy.</li><li>Prepare materials for the Audit Committee.</li></ul>Technical Accounting<ul><li>Complete GAAP checklists and ensure compliance with GAAP guidelines.</li><li>Prepare earnings release tables and review earnings-related texts.</li><li>Assist in proxy preparation.</li><li>Conduct technical accounting research and prepare memorandums.</li><li>Review material contracts for proper accounting treatment.</li></ul>Equity & Complex Financial Reporting<ul><li>Prepare journal entries and disclosures for share-based compensation.</li><li>Calculate EPS and prepare the Statement of Stockholders' Equity.</li><li>Perform impairment analyses for long-lived assets and goodwill.</li></ul>Other Responsibilities<ul><li>Ensure timely financial disclosure compliance by senior management.</li><li>Develop accounting positions for new guidance and document conclusions.</li><li>Maintain financial control policies and procedures.</li><li>Manage external agencies (SEC, NASDAQ) and respond to requests.</li><li>Collaborate with external auditors and handle special projects.</li><li>Oversee the SEC reporting process and maintain the SEC calendar aligned with closing activities.</li><li>Prepare and publish 10Q and 10K filings, including XBRL tagging review.</li><li>Lead Disclosure Committee discussions for accurate financial reporting.</li><li>Manage tie-outs and internal/external document reviews.</li><li>Ensure SOX 404 compliance for disclosure accuracy.</li><li>Prepare materials for the Audit Committee.</li></ul>Technical Accounting<ul><li>Complete GAAP checklists and ensure compliance with GAAP guidelines.</li><li>Prepare earnings release tables and review earnings-related texts.</li><li>Assist in proxy preparation.</li><li>Conduct technical accounting research and prepare memorandums.</li><li>Review material contracts for proper accounting treatment.</li></ul>Equity & Complex Financial Reporting<ul><li>Prepare journal entries and disclosures for share-based compensation.</li><li>Calculate EPS and prepare the Statement of Stockholders' Equity.</li><li>Perform impairment analyses for long-lived assets and goodwill.</li></ul>Other Responsibilities<ul><li>Ensure timely financial disclosure compliance by senior management.</li><li>Develop accounting positions for new guidance and document conclusions.</li><li>Maintain financial control policies and procedures.</li><li>Manage external agencies (SEC, NASDAQ) and respond to requests.</li><li>Collaborate with external auditors and handle special projects.</li></ul>