Search jobs now Find the right job type for you Explore how we help job seekers Contract talent Permanent talent Learn how we work with you Executive search Finance and Accounting Technology Marketing and Creative Legal Administrative and Customer Support Technology Risk, Audit and Compliance Finance and Accounting Digital, Marketing and Customer Experience Legal Operations Human Resources 2026 Salary Guide Demand for Skilled Talent Report Building Future-Forward Tech Teams Job Market Outlook Press Room Salary and hiring trends Adaptive working Competitive advantage Work/life balance Inclusion Browse jobs Find your next hire Our locations

40 results for Project Coordinator in Walnut Creek, CA

Senior Manager - IT Operations
  • San Ramon, CA
  • remote
  • Permanent
  • 113000.00 - 172000.00 USD / Yearly
  • <p>Our client, a global leader in professional services, is seeking a Senior Manager to lead the Endpoint Engineering team within the IT Global Client Services department. This pivotal role manages a high-performing team of system engineers dedicated to delivering seamless IT operations for a large global fleet of laptops and workstations across Windows and MacOS environments. The ideal candidate combines strong technical acumen with a customer-focused mindset, excellent leadership abilities, and a passion for optimizing user experience and productivity.</p><p><br></p><p>Key Responsibilities</p><ul><li>Lead and mentor a global team of 8–10 system engineers supporting over 16,000 users worldwide.</li><li>Oversee deployment, configuration, and maintenance of modern workplace tools including SCCM, Intune, JAMF, and Group Policy.</li><li>Manage enterprise application deployments and security compliance through Microsoft Defender, CrowdStrike, and related platforms.</li><li>Develop and execute patch management strategies, ensuring timely firmware, driver, and OS updates.</li><li>Collaborate with cross-functional IT and business teams to enhance productivity using M365, MDM, MAM, Conditional Access, and SharePoint.</li><li>Establish and maintain best practices for build management and release management processes.</li><li>Partner with global IT counterparts to align endpoint engineering practices with organizational goals.</li><li>Provide strategic direction, coaching, and performance management to team members, including hiring, onboarding, and career development.</li><li>Engage with project sponsors and delivery teams to design and implement secure, scalable solutions aligned with business objectives.</li><li>Evaluate emerging technologies and collaborate with other IT teams to introduce innovative capabilities that drive operational excellence.</li><li>Deliver regular performance reporting and analytics, identifying improvement opportunities and ensuring effective escalation management.</li><li>Direct the global OS architecture design and policy frameworks to enhance compliance and reduce security risk.</li></ul><p><br></p>
  • 2025-10-28T23:24:45Z
Purchasing Coordinator
  • San Ramon, CA
  • onsite
  • Temporary
  • 30.00 - 35.00 USD / Hourly
  • <p>Robert Half's client in San Ramon, CA is seeking a purchasing coordinator.</p><p><br></p><p>This position is responsible for providing administrative support to the Purchasing department by maintaining contact information and overseeing the entire lifecycle of purchase orders from creation to invoicing.</p><p><br></p><p>Responsibilities for this Purchasing Coordinator Include:</p><p>• Provide administrative and operational support to the Purchasing department.</p><p>• Create, audit, and track purchase orders, contracts, change orders, and amendments for accuracy and timely payment.</p><p>• Prepare, distribute, and maintain bid, award, and contract documentation.</p><p>• Monitor scopes of work, insurance requirements, and compliance for all trade partners.</p><p>• Collaborate with Sales, Design, Marketing, Field, and Accounting teams to manage pricing, options, and project details.</p><p>• Load project and phase information into BuildPro and set up new communities in purchasing and rebate systems.</p><p>• Resolve billing discrepancies with trade partners, vendors, and field staff.</p><p>• Compile and distribute regular reports for leadership review.</p><p>• Draft correspondence, award letters, and contract addendums as needed.</p><p>• Answer and screen calls, file documents, and maintain organized records.</p><p>• Assist with special projects and provide support during the bidding process.</p><p><br></p><p>Key Qualifications:</p><p>• High school diploma required, bachelor's degree preferred.</p><p>• 2+ years of experience in an administrative support role, preferably within the new home construction industry.</p><p>• Excellent computer skills, including proficiency in Microsoft Office products, with a strong focus on Microsoft Excel.</p><p>• Strong communication skills and comfortable communicating cross-functionally with internal and external business partners.</p><p>• Highly organized, detail-oriented, and the ability to manage multiple projects and deliverables in a dynamic environment</p><p><br></p><p>If you are interested in this purchasing coordinator role, submit your resume today!</p>
  • 2025-11-04T01:04:28Z
Human Resources (HR) Manager
  • San Francisco, CA
  • onsite
  • Permanent
  • 125000.00 - 175000.00 USD / Yearly
  • <p><strong>Natalie Lue with Robert Half  is recruiting for an HR Manager . This is a full-time permanent role based in San Francisco with a hybrid/onsite schedule.</strong></p><p> </p><p>About the Role</p><p>This role encompasses HR functions that are critical to the smooth operation of our firm, from maintaining compliance to employee relations and performance management. You'll thrive on building strong relationships with staff, ensuring their well-being, and supporting strategic HR functions tailored to a legal-services environment.</p><p> </p><p>Responsibilities</p><p><em> </em></p><p><em>Employee Relations and Well-Being</em></p><ul><li>Actively check in with staff, fostering a supportive environment to ensure team members feel heard and valued.</li><li>Maintain positive employee relationships and resolve issues promptly to support workplace satisfaction and retention</li></ul><p><em> </em></p><p><em>Policy and Handbook Management</em></p><ul><li>Manage, update, and enforce the firm’s Employee Handbook to ensure alignment with best practices, current employment laws, and established firm policies.</li><li>Collaborate with the Management Committee and other stakeholders for policy updates and approvals.</li><li>Ensure accessibility and usability of the handbook for all employees.</li></ul><p><em> </em></p><p><em>Performance Evaluation Program</em></p><ul><li>Maintain and actively manage performance evaluation processes tailored to attorneys, staff, and partners.</li><li>Manage systems like Microsoft Forms to ensure seamless execution of reviews.</li></ul><p> </p><p><em>HR Administration and Compliance</em></p><ul><li>Oversee HR functions specific to legal firms, ensuring adherence to industry-standard policies and procedures.</li><li>Build and maintain strong collaborations with the firm’s Hiring Committees in talent acquisition processes.</li></ul><p> </p><p><em>Benefits Administration</em></p><ul><li>Liaise with the Benefits Broker to ensure comprehensive employee benefits administration.</li></ul><p> </p><p><strong>*Contact <u>Natalie Lue via LinkedIn or email</u> for additional info and immediate consideration. </strong></p><p> </p>
  • 2025-10-31T23:19:36Z
tax manager
  • Menlo Park, CA
  • remote
  • Permanent
  • 120000.00 - 165000.00 USD / Yearly
  • <p>Our successful Robert Half client is seeking an experienced Tax Manager to join their growing organization. This role is working on very interesting Tax with a variety of entities (partnership, trusts, HNW individuals, non-profits etc.) in a more quality-of-life environment. We have placed many local Tax candidates all who are so happy in this new space! If you are looking for challenging environment, but quality of life pace on an amazing team...apply soon for consideration!</p><p>Responsibilities:</p><p>-Manage tax and compliance deliverables through assignment of returns and related filings (extensions, etc)</p><p>-Provide detailed focus on projects, and alert the Principal/Client Service Director of technical tax issues that may arise</p><p>-Ensure tax compliance (accurate and timely filings, extensions, review of tax returns for client and related entities)</p><p>-Research technical tax issues (e.g. Tax Code, RIA) and assist client service team in forming conclusions related to complex tax issues</p><p><br></p><p>Requirements:</p><p>-Bachelor's degree in business or related field preferred, Master's a plus; CPA preferred </p><p>-Experience with high net worth individual tax, partnership, trust, estate tax</p><p>-Strong supervisor experience (will manage 3 staff)</p><p>-Excellent communication and client relationship skills</p>
  • 2025-10-28T16:58:41Z
Senior Tax Manager
  • Fremont, CA
  • remote
  • Permanent
  • 160000.00 - 175000.00 USD / Yearly
  • <p>We are looking for a Senior Tax Manager to oversee corporate tax compliance and annual income tax provisions for our organization in Fremont, California. This role requires a strategic thinker who can ensure regulatory adherence while optimizing tax-related processes.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Coordinate and oversee U.S. federal, state, and international income tax returns prepared by external firms</li><li>Support quarterly and annual global tax provisions for the Japanese parent company</li><li>Collaborate with finance and accounting teams in the U.S. and India</li><li>Manage U.S. sales tax, VAT, and GST filings</li><li>Review transfer pricing calculations and intercompany arrangements on a quarterly/annual basis</li><li>Assist accounting with annual statutory tax provision reviews</li><li>Lead U.S. federal, state, and international tax planning and implement tax strategies</li><li>Manage responses to IRS, state, and international audits and notices</li><li>Stay current with tax legislation and update practices accordingly</li><li>Provide cross-functional support and assist with special projects as needed</li></ul>
  • 2025-10-10T15:29:36Z
Office Coordinator (Part-Time)
  • Sunnyvale, CA
  • remote
  • Temporary
  • 26.00 - 28.00 USD / Hourly
  • <p>Job title: Office Coordinator</p><p>Duration: 2 weeks</p><p>Start date: Thursday 11/20 or Friday 11/21 (2 hours for training), then Monday 11/24 - Friday 12/5 (OFF 11/27 & 11/28)</p><p>Location: On-site</p><p>Hours: 10a-3p (Part-time)</p><p><br></p><p>Position Description</p><p><br></p><p>The Office Coordinator serves as a critical role within the organization, acting as the first point of contact and the "face of the company" for Customers, Suppliers, Vendors, and Candidates. This position also interfaces with the team company-wide, contributing to the development of a strong and cohesive company culture. Additionally, the Office Coordinator manages administrative responsibilities, including supporting the executive team. This role demands a proactive, highly organized team player with a passion for learning and the ability to multitask effectively and efficiently.</p><p><br></p><p>Job Duties</p><p>• Welcome visitors, direct them to appropriate departments, and manage the reception area to ensure professional communications.</p><p>• Coordinate mail delivery, courier shipments, and logistics while creating and managing Federal Express labels.</p><p>• Stock and replenish office and kitchen supplies; maintain cleanliness and organization in common areas, including the pantry and coffee machines.</p><p>• Perform desk research to identify healthy snack options, team-building ideas, and other innovative improvements.</p><p>• Provide administrative support to the team and assist with special projects or urgent tasks as needed, including liaising with property management for emergencies.</p><p><br></p><p><br></p>
  • 2025-11-02T17:14:07Z
Accounting Manager
  • Livermore, CA
  • onsite
  • Temporary
  • 60.00 - 65.00 USD / Hourly
  • <p>Our non-profit client in Livermore is seeking an interim Accounting Manager for a clean-up project. This role is ideal for someone with excellent Excel skills and the ability to clear a significant backlog. You will play a pivotal role in ensuring accurate financial reporting, managing reconciliations, and streamlining processes to bring the organization’s financials up to date. This role requires work onsite 5 days/week and is expected to pay $60-$65/hr. DOE.</p><p><br></p><p>Responsibilities:</p><p>• Oversee and manage month-end closing processes, ensuring the accuracy and completeness of financial records</p><p>• Perform detailed reconciliations of accounts, including deferred revenue, prepaids, and fixed assets</p><p>• Manage the general ledger and prepare journal entries to support accurate reporting</p><p>• Coordinate and support financial statement audits, providing necessary documentation and analysis</p><p>• Utilize advanced Excel skills for financial analysis, including import/export functions and pivot tables</p><p>• Allocate labor costs and shared expenses across multiple entities with backup documentation</p><p>• Collaborate with the team to ensure payroll and grant reporting requirements are met</p><p>• Develop and implement strategies to streamline accounting operations and improve efficiency</p><p>• Maintain clear and precise documentation for all financial activities and processes</p><p>• Provide mentorship and guidance to accounting clerks, fostering a cohesive and effective team environment</p>
  • 2025-10-31T18:59:02Z
Finance Associate (Tax) - Reputable VC Firm
  • San Francisco, CA
  • onsite
  • Permanent
  • 100000.00 - 130000.00 USD / Yearly
  • <p><strong>Finance Associate – Tax Focus</strong></p><p>Are you an experienced tax professional with a passion for innovation and emerging technologies? Join a forward-thinking venture firm at the forefront of crypto and frontier tech investing. This is a unique opportunity to work in a fast-paced, dynamic environment where your expertise will directly shape the financial operations of cutting-edge investment strategies.</p><p><br></p><p><strong>About the Role</strong></p><p>As a Finance Associate, you’ll be a key contributor to the firm’s tax and financial operations. You’ll collaborate with senior leadership, fund controllers, and external advisors to manage tax compliance, reporting, audits, and strategic finance initiatives. This role offers exposure to transformative technologies and the chance to help build AI-driven tools that enhance operational efficiency.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><br></p><p><strong>Tax Operations</strong></p><ul><li>Oversee the full tax compliance lifecycle for funds, general partners, and the management company.</li><li>Review tax returns, K-1s, foreign filings, and estimated tax calculations.</li><li>Facilitate tax payments and respond to investor inquiries.</li><li>Conduct tax research and validate advisor recommendations.</li><li>Lead ad-hoc tax projects to support strategic decision-making.</li></ul><p><strong>Finance Operations</strong></p><ul><li>Review fund administrator reports and produce quarterly NAV reports.</li><li>Support annual financial statement preparation and audit coordination.</li><li>Track fund performance and investment valuations.</li><li>Manage capital calls, distributions, and accounts payable.</li><li>Address finance-related investor inquiries and assist with strategic analysis.</li></ul><p><strong>What You’ll Gain</strong></p><ul><li>Exposure to emerging technologies and innovative investment strategies.</li><li>Opportunities to work directly with firm leadership and contribute to high-impact projects.</li><li>A collaborative, fast-paced environment that values initiative and continuous learning.</li><li>The chance to help shape the future of finance through technology-driven solutions.</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
  • 2025-10-22T23:58:57Z
Sr. Administrative Assistant
  • Walnut Creek, CA
  • onsite
  • Contract / Temporary to Hire
  • 34.00 - 40.00 USD / Hourly
  • <p>We are looking for an experienced Senior Administrative Assistant to join the team in Walnut Creek, California. This position is ideal for a detail-oriented individual with exceptional organizational skills and a passion for delivering high-quality administrative support. The role involves assisting with client account management, providing administrative support, ensuring compliance with industry regulations, and fostering effective team collaboration.</p><p><br></p><p>Sr Administrative Assistant Responsibilities:</p><p>1. Account Management:</p><p>• Assist with the onboarding of new clients by preparing necessary custodian paperwork and ensuring all required documents are properly completed.</p><p>• Handle account maintenance tasks, such as updating client contact information and responding to general client inquires.</p><p>2. Administrative Support:</p><p>• Provide administrative support including scheduling, preparing for, and possibly attending prospect/client meetings.</p><p>• Ensure accurate documentation of all prospect/client/vendor interactions and tasks within the firm’s CRM.</p><p>3. Communication:</p><p>• Serve as the client’s primary point of contact for account questions.</p><p>• Proactively reach out to clients to ensure all service needs are met, addressing concerns in a professional and timely manner.</p><p>4. Compliance:</p><p>• Ensure compliance with industry regulations and company policies by following policies and procedures outlined by the MCS and/or Chief Compliance Officer (CCO).</p><p>• Monitor client account activity to detect and resolve compliance issues.</p><p>5. Team Collaboration:</p><p>• Work closely with advisors, other CSAs, and the operations department to ensure seamless client experiences.</p><p>• Participate in team meetings to discuss best practices and solutions for improving client service delivery.</p><p>• Assist with special projects assigned by direct management and the CCO.</p><p><br></p><p>If you are interested in applying to our Senior Administrative Assistant Position, submit your resume today!</p>
  • 2025-11-04T01:04:28Z
Paralegal
  • Vacaville, CA
  • onsite
  • Temporary
  • 28.00 - 35.00 USD / Hourly
  • <p>A City government client in Vacaville seeking a skilled <b>Legal Administrative Assistant </b>to provide essential legal support to the City Attorney’s Office. This is an excellent opportunity to leverage your administrative experience in a public sector setting, while contributing to meaningful work that impacts the local community.</p><p><br></p><p><strong><u>What You’ll Do</u></strong></p><p>In this role, you’ll serve as a key resource to attorneys and city staff by:</p><ul><li>Conducting research and analyzing statutes, case law, ordinances, and administrative rulings.</li><li>Drafting, editing, and reviewing documents including contracts, ordinances, resolutions, and correspondence.</li><li>Supporting public records requests, including reviewing and redacting documents in coordination with the City Clerk.</li><li>Assisting with liability claims, subpoenas, and case management.</li><li>Managing calendars, deadlines, and filings for court hearings, depositions, and other legal proceedings.</li><li>Serving as a liaison between attorneys, city staff, claims adjusters, and external stakeholders.</li><li>Maintaining organized, confidential records and case files.</li></ul>
  • 2025-10-10T23:28:57Z
Controller
  • San Francisco, CA
  • onsite
  • Permanent
  • 190000.00 - 220000.00 USD / Yearly
  • <p>We are looking for a meticulous Controller to oversee document management processes and ensure the accurate compilation and scanning of essential records. This role requires someone who is highly attentive to detail, skilled in maintaining organized systems, and capable of ensuring compliance with documentation standards. <strong>For immediate consideration, please contact Leon Chang directly via Linked-In.</strong></p><p><br></p><p><strong><u>Responsibilities:</u></strong></p><p><strong>Leadership:</strong> Lead the Accounting Department, collaborate with management, and keep partners informed to ensure financial services meet expectations.</p><p><strong>Supervision:</strong> Oversee Accounting Manager and staff, drive process improvements, ensure fair policy implementation, hold team meetings, and support a positive, productive work environment.</p><p><strong>Financial Management:</strong> Manage budgets, revenue models, and reporting systems. Review statements, monitor variances, control costs, and oversee cash flow, credit lines, and loans.</p><p><strong>Partnership Accounting & Taxes:</strong> Handle partnership tax submissions, work papers, partner capital accounts, and quarterly/annual tax schedules.</p><p><strong>Retirement Plans:</strong> Coordinate with HR and leadership on retirement plan financials; assist with committee meetings.</p><p><strong>Banking:</strong> Maintain bank relationships, oversee daily banking activity, account transfers, and system administration for banking programs.</p><p><strong>Policy & Controls:</strong> Safeguard firm assets, enforce accounting policies, and recommend improvements.</p><p><strong>Other Duties:</strong> Prepare tax filings, provide data for partner compensation, track industry trends, and support additional assigned projects.</p>
  • 2025-10-10T15:23:45Z
Accounting Associate - Venture Capital
  • San Francisco, CA
  • remote
  • Permanent
  • 80000.00 - 95000.00 USD / Yearly
  • <p><strong>Jennifer Fukumae</strong> with <strong>Robert Half Financial Services</strong> is partnering with a high-energy, multi-sector venture capital firm seeking a Fund Associate to join its growing finance team. This is an excellent opportunity for a hands-on accounting professional to gain exposure to the full spectrum of venture capital fund operations and investment accounting, while working alongside a dynamic, experienced leadership team.</p><p><br></p><p>Founded in 2011, this firm manages nearly $6 billion AUM and has built a diverse, high-profile portfolio including companies like SpaceX, Anduril, Gusto, Lattice, and Flexport. Their investment approach is innovative and flexible, spanning structured liquidity solutions, direct secondaries, and primary financing. The team combines seasoned venture investors with entrepreneurs, making this an exciting environment to learn and grow.</p><p><br></p><p>As Fund Associate, you will work closely with the CFO, Controller, and Senior Accounting Manager to support the firm’s growing operations. This is a hands-on role where no two days are the same, perfect for someone excited about venture capital, fund accounting, and working in a fast-moving environment.</p><p><br></p><p>Responsibilities</p><ul><li>Partner with service providers including fund administrators, auditors, and tax teams.</li><li>Assist with quarterly and annual financial statement audits, tax returns, and compliance filings.</li><li>Maintain fund and SPV accounting journals, ledgers, and transactions.</li><li>Monitor portfolio company valuation adjustments and support periodic valuations.</li><li>Process and review investment and expense transactions.</li><li>Assist in budget preparation and financial analyses.</li><li>Keep accounting documentation organized and thorough.</li><li>Support ad hoc projects as assigned. Opportunities to learn and expand your skill set!</li></ul><p><br></p>
  • 2025-10-24T23:34:25Z
Venture Capital Fund Accountant
  • San Francisco, California, United States, CA
  • remote
  • Permanent
  • 80000.00 - 95000.00 USD / Yearly
  • <p>Jennifer Fukumae with Robert Half’s Financial Services Group is partnering with a Venture Capital Firm seeking a Fund Accountant to join its growing finance team. This firm invests across multiple sectors and stages with a differentiated approach that includes structured liquidity solutions, direct secondaries, and primary financings. Their portfolio features several high-profile, industry-leading companies across space exploration, freight forwarding, e-commerce, and human resources.</p><p> </p><p>About the Role</p><p>The Fund Accountant will be based in San Francisco and will work closely with the CFO, Controller, and Senior Accounting Manager. This is an excellent opportunity for an early-career accounting professional to gain hands-on experience in venture capital fund operations and investment accounting.</p><p> </p><p>Key Responsibilities</p><ul><li>Liaise with service providers including fund administrators, auditors, and tax teams</li><li>Support quarterly and annual financial statement audits, tax returns, and compliance filings</li><li>Maintain accounting journals, ledgers, and records for main funds and SPVs</li><li>Monitor and assist with portfolio valuation adjustments and periodic valuation updates</li><li>Process and review fund investment and expense transactions</li><li>Assist in preparing company budgets and related financial analyses</li><li>Maintain accurate and organized accounting documentation</li><li>Participate in other related projects or ad hoc tasks as assigned</li></ul><p><br></p>
  • 2025-10-24T21:43:45Z
Assistant Fund Controller - Innovated Private Equity Firm
  • Menlo Park, CA
  • onsite
  • Permanent
  • 160000.00 - 200000.00 USD / Yearly
  • <p><strong>Assistant Fund Controller</strong></p><p>Are you a detail-oriented finance professional with a strong foundation in fund accounting and a passion for private equity? This is a high-impact opportunity to join a top-tier investment firm focused on scaling innovative software and tech-enabled businesses. You’ll play a central role in managing fund operations, collaborating with senior leadership, and driving financial excellence across the organization.</p><p><br></p><p><strong>About the Role</strong></p><p>As Assistant Fund Controller, you’ll take ownership of key finance and accounting functions, working closely with the Principal of Finance, CFO, fund administrators, and portfolio company teams. This role is ideal for someone with a mix of public and private experience, especially in VC or PE environments, who thrives in a fast-paced, collaborative setting.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Manage and review work of outsourced fund administrators.</li><li>Maintain general ledgers and perform monthly closings, including reconciliations of bank, intercompany, investment, and partners’ capital accounts.</li><li>Prepare financial statements and quarterly investor reporting packages, including allocations and investment roll forwards.</li><li>Support quarterly valuations, audits, and tax-related reviews (K-1s, Forms 1042/8804, federal/state filings).</li><li>Oversee capital calls and distributions.</li><li>Assist with SEC compliance and reporting.</li><li>Collaborate with FP& A on portfolio dashboards and special projects.</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
  • 2025-10-20T22:58:41Z
Data Governance - Associate or VP (DOE)
  • San Francisco, CA
  • onsite
  • Permanent
  • 130000.00 - 190000.00 USD / Yearly
  • <p><strong>Associate or Vice President, Data Governance</strong></p><p><strong>Compensation:</strong> Associate: $130–160K + Bonus + Excellent Benefits; VP: $160–190K + Bonus + Excellent Benefits</p><p><br></p><p><strong>About the Company</strong></p><p>Our client is a <strong>San Francisco–based family office</strong> serving multiple generations of an entrepreneurial family with a long-standing legacy of excellence and integrity. With over 150 professionals across diverse disciplines, the firm delivers <strong>comprehensive financial and investment services</strong>—including wealth management, financial planning, tax compliance, and philanthropic support.</p><p><br></p><p>Guided by the values of <strong>partnership, courage, humility, and doing what is right</strong>, the firm manages a sophisticated portfolio spanning multiple asset classes and investment strategies. Its mission is to <strong>steward capital responsibly, foster enduring relationships, and help clients and partners thrive across generations</strong>.</p><p><br></p><p><strong>About the Role</strong></p><p>This is a <strong>new and pivotal position</strong> on the firm’s <strong>Business Technology Integration (BTI)</strong> team, offering an exceptional opportunity to shape and implement an enterprise-wide <strong>Data Governance framework</strong> from the ground up.</p><p>Data governance is viewed here not just as compliance—it’s the <strong>foundation of trust, collaboration, and operational excellence</strong>. The successful candidate will help safeguard critical data, strengthen organizational resilience, and enable secure, data-informed decision-making across the enterprise.</p><p><br></p><p>Working closely with BTI, IT, and Legal, you’ll help <strong>design, refine, and operationalize</strong> governance programs and tools that ensure data integrity, security, and usability across the firm’s technology ecosystem (including Microsoft 365, Salesforce, Sage Intacct, and other core platforms).</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Manage and review work of outsourced fund administrators.</li><li>Maintain general ledgers and perform monthly closings, including reconciliations of bank, intercompany, investment, and partners’ capital accounts.</li><li>Prepare financial statements and quarterly investor reporting packages per LP agreements.</li><li>Assist with valuations, audits, and tax-related reviews (K-1s, Forms 1042/8804, federal/state filings).</li><li>Support SEC compliance and reporting.</li><li>Oversee capital calls and distributions.</li><li>Collaborate with FP& A on portfolio dashboards and special projects.</li></ul><p><strong>Team Structure</strong></p><ul><li>Reports to: CFO & Principal, Finance</li><li>Fund Accounting: 2 Assistant Controllers</li><li>Corporate Finance: Controller, Staff Accountant, Benefits/Payroll Manager</li><li>Fund Admin: Gen II Fund Services</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
  • 2025-10-20T23:13:46Z
1