<p>Join a growing company in Foster City, CA! This onsite role is contract to full-time hire and offers great perks. If you have 2-3+ years of experience with experience with Applicant Tracking Systems, this could be a great option for you. The client is open to administrative assistants or executive assistants seeking to grow skills in human resources or talent acquisition. Apply today! Do not miss out.</p><p><br></p><p>Duties:</p><ul><li>Collaborate with the Human Resources & Talent team to advance recruitment strategies and objectives</li><li>Deliver a best-in-class experience to all job applicants</li><li>Arrange interview schedules, book meeting spaces, manage candidate travel logistics, and draft offer letters</li><li>Oversee the accuracy and completeness of Applicant Tracking System entries; generate custom recruiting reports upon request</li><li>Publish and update job advertisements on internal and external channels</li><li>Track and manage recruitment efforts across email, social media, and other campaigns</li><li>Conduct background screening of candidates</li></ul><p><br></p>
We are looking for a skilled HR Generalist to join our team in Stockton, California. This role focuses on fostering a positive workplace culture, managing key HR functions, and ensuring compliance with labor laws across multiple states. The ideal candidate will have a strong background in HR operations and a commitment to driving employee engagement and organizational success.<br><br>Responsibilities:<br>• Cultivate a culture of accountability and engagement while promoting organizational values.<br>• Manage recruitment efforts, including hiring, onboarding, compliance documentation, and offboarding processes.<br>• Ensure compliance with California and Nevada final pay policies and monitor employee turnover metrics.<br>• Administer benefits programs, including health, retirement, and other organizational offerings, while coordinating with brokers and third-party administrators.<br>• Maintain compliance with federal and multi-state labor laws, including California and Nevada regulations.<br>• Oversee leave management processes, workers' compensation claims, and accurate HR recordkeeping.<br>• Support employee training initiatives, process improvement strategies, and risk management efforts.<br>• Conduct investigations and resolve employee relations issues to maintain a positive work environment.<br>• Collaborate on payroll-related tasks and ensure accurate reporting and workflow management.<br>• Utilize HR systems such as Paylocity and Exponent HR to streamline operations and improve efficiency.
<p>Our client, a fast-growing and innovative technology company, is seeking a proactive and detail-oriented <strong>HR Coordinator / Generalist</strong> to join their People Operations team. This is an exciting opportunity for an HR professional who thrives in a dynamic, fast-paced environment and enjoys balancing administrative execution with strategic HR support.</p><p><br></p><p>The ideal candidate is organized, solutions-driven, and comfortable wearing multiple hats in a scaling organization. This role will support the full employee lifecycle while partnering closely with leadership to help build and sustain a high-performance culture.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Coordinate interview schedules and gather feedback to facilitate timely hiring decisions.</li><li>Oversee onboarding activities to ensure new team members have a smooth and welcoming transition.</li><li>Collaborate with HR team members to complete onboarding paperwork and meet compliance requirements.</li><li>Provide support with employee leave requests and manage benefits programs, such as health insurance and retirement plans.</li><li>Address employee inquiries related to benefits and assist with annual enrollment processes.</li><li>Ensure HR policies and practices align with federal, state, and local employment regulations.</li><li>Conduct audits and assist with compliance reporting, such as I-9 reviews, EEO filings, and payroll audits.</li></ul>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Senior Client Services Associate| Wealth Management Firm| Walnut Creek</strong></p><p> </p><p>Join a respected wealth management firm known for delivering an exceptional client experience and thoughtful, strategic advice to high-net-worth individuals. The culture is collaborative, growth-oriented, and built on trust. You’ll have real ownership, a voice in strategy, and the opportunity to build lasting client relationships. Competitive pay, ongoing training, and clear growth potential included.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Partner with advisors to onboard new clients and deliver white-glove service</li><li>Lead and support client meetings, including reviews and plan presentations</li><li>Open and maintain accounts; handle client inquiries and service requests</li><li>Keep CRM records accurate and fully documented</li><li>Act as a primary contact for client servicing and proactively anticipate needs</li><li>Monitor account activity and ensure compliance with industry regulations</li><li>Collaborate on investment strategy and participate in team initiatives</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Tax Associate | Wealth Management Firm | Walnut Creek| Hybrid; 2 days a week</strong></p><p> </p><p>Join a fast-growing wealth management firm launching a new Tax and Estate Planning team. This is a high-visibility, entry-level role supporting high-net-worth clients and working directly with senior professionals. Clear path for growth, strong mentorship, competitive pay, full benefits, 401(k) match, generous PTO, and a December holiday shutdown.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Support tax and estate planning projects, including data gathering and projections</li><li>Prepare estate and trust summaries and review entity structures</li><li>Draft client-ready materials and coordinate team workflows</li><li>Manage key administrative tasks and keep deliverables on track</li><li>Conduct research and provide analytical support across the department</li><li>Serve as an initial point of contact for select requests</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Client Service Associate| Wealth Management Firm| Walnut Creek| Hybrid; 2 days onsite</strong></p><p> </p><p>Join a top-tier wealth management firm known for exceptional investment strategy and comprehensive planning.</p><p>You’ll work closely with senior advisors and play a meaningful role as the team continues to grow and improve processes.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Prepare estate and trust summaries and review entity structures</li><li>Draft client-ready materials and handle internal requests</li><li>Track deliverables, manage workflows, and coordinate calendars</li><li>Serve as a point of contact for select inquiries</li><li>Conduct research and provide analytical support to the Tax and Estate Planning team</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Accountant, Management Company| Global Investment Firm| San Francisco| Hybrid</strong></p><p> </p><p>Join a leading global private investment firm managing billions in capital. You’ll be part of a collaborative accounting and tax team that values learning, open communication, and long-term growth.</p><p> </p><p>The firm offers fully paid health coverage, generous PTO, profit sharing, paid meals, an onsite gym, and education support. Ideal for someone who wants to build a long-term career in accounts payable while contributing to process improvements.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Review, code, and process invoices and semi-monthly payments (ACH and checks)</li><li>Partner with teams to obtain approvals and resolve vendor inquiries</li><li>Audit expense reports and reconcile corporate cards</li><li>Maintain vendor records, including tax documentation</li><li>Support bank transactions, journal entries, and expense analysis</li><li>Assist with 1099s, use tax, and fixed asset tracking</li><li>Contribute to system enhancements and process documentation</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p><strong>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions. </strong></p><p> </p><p><strong>Private Equity Firm | Fund Accountant | San Francisco Bay Area | Hybrid</strong></p><p><strong>Comp: </strong>Base + Bonus <strong>+ Profit Sharing + Equity + 100% Paid Benefits </strong></p><p><br></p><p>This role has competitive compensation including bonuses and equity. Benefit from abundant <strong>career growth opportunities, comprehensive benefits</strong> for employees and dependents, and a dedication to employee development within a family-centric culture. Join us and shape your career while contributing to our industry-leading success.</p><p><br></p><p><strong>Some Responsibilities:</strong></p><ul><li>Manage Fund and GP general ledgers, recording quarterly expenses, accruals, intercompany payments, investment transactions, and limited partner allocations.</li><li>Produce quarterly and annual financial statements.</li><li>Aid in annual audits and tax filings.</li><li>Monitor cash positions for designated Funds.</li><li>Handle calculations, recording, and processing of Fund and Investment capital calls and distributions.</li><li>Liaise with Investor Relations to address limited partner inquiries.</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Reach out to<strong> <u>Michelle Espejo via email or LinkedIn</u></strong> for additional information or questions.</p><p> </p><p><strong>Operations Associate| Boutique Wealth Management Firm| Mill Valley| Hybrid | $80-140k base, depending on experience + bonus</strong></p><p> </p><p>Our client is a boutique wealth management firm serving <strong>ultra-high-net-worth families and private foundations</strong>. The team operates in a highly collaborative, high-integrity environment and is known for delivering exceptional service to a select client base.</p><p> </p><p>This role offers the chance to join a close-knit team and <strong>gain hands-on exposure to sophisticated wealth management operation</strong>s. You’ll work closely with senior leadership, have <strong>real ownership of your work</strong>, and be part of a<strong> growing firm that values balance,</strong> flexibility, and quality.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Execute trades across custodian and trading platforms and resolve settlement issues</li><li>Maintain and reconcile portfolio, transaction, and cost basis data across systems</li><li>Support account setup, data feeds, and reporting platform accuracy</li><li>Prepare and distribute quarterly client performance reports</li><li>Provide operational support to advisors and assist with ad hoc projects</li><li>Help improve and streamline operational processes</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Reach out to<strong> <u>Michelle Espejo via email or LinkedIn</u></strong> for additional information or questions.</p><p> </p><p><strong>Operations Associate| Boutique Wealth Management Firm| Mill Valley| Hybrid | $80-140k base, depending on experience + bonus</strong></p><p> </p><p>Our client is a boutique wealth management firm serving <strong>ultra-high-net-worth families and private foundations</strong>. The team operates in a highly collaborative, high-integrity environment and is known for delivering exceptional service to a select client base.</p><p> </p><p>This role offers the chance to join a close-knit team and <strong>gain hands-on exposure to sophisticated wealth management operation</strong>s. You’ll work closely with senior leadership, have <strong>real ownership of your work</strong>, and be part of a<strong> growing firm that values balance,</strong> flexibility, and quality.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Execute trades across custodian and trading platforms and resolve settlement issues</li><li>Maintain and reconcile portfolio, transaction, and cost basis data across systems</li><li>Support account setup, data feeds, and reporting platform accuracy</li><li>Prepare and distribute quarterly client performance reports</li><li>Provide operational support to advisors and assist with ad hoc projects</li><li>Help improve and streamline operational processes</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Client Service Associate | Wealth Management | San Carlos| Hybrid; 2 Days onsite </strong></p><p> </p><p>Join a boutique wealth management firm known for personalized advice and long-term relationships with high-net-worth families. You’ll be part of a collaborative, client-first team that combines high-touch service with sophisticated investment expertise.</p><p> </p><p>The firm offers a flexible hybrid schedule and supports ongoing education and credential growth.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Serve as a key contact for clients, anticipating needs and delivering thoughtful service</li><li>Lead and refine the onboarding process for new clients</li><li>Support financial planning and meeting preparation</li><li>Open and service accounts across custodial platforms</li><li>Coordinate with custodians, CPAs, and attorneys</li><li>Manage cashiering, client records, and CRM updates</li><li>Assist clients with platform access and account navigation</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Reach out to <strong><u>Michelle Espejo via email or LinkedIn</u></strong> for additional information or questions.</p><p> </p><p><strong>Client Service Associate or Senior CSA | Boutique Wealth Management Firm| Mill Valley| Hybrid | $80-150k base (DOE) + Bonus</strong></p><p> </p><p>Our client is a <strong>boutique wealth management firm</strong> known for <strong>white-glove service</strong> and trusted guidance to <strong>ultra-high-net-worth families and private foundations</strong>. The team is collaborative, detail-driven, and focused on delivering an exceptional client experience.</p><p> </p><p>This role is ideal for someone who enjoys being deeply involved in client service and operations while supporting a <strong>high-caliber client base</strong>. You’ll work closely with advisors and internal partners in an<strong> environment that values quality, accountability, and balance.</strong></p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Act as a primary contact for client service requests</li><li>Manage account onboarding, money movement, and account maintenance</li><li>Coordinate client meetings, materials, and follow-ups</li><li>Maintain accurate client records, CRM updates, and documentation</li><li>Work with custodians to process paperwork and resolve issues</li><li>Monitor daily transactions and workflows for accuracy</li><li>Support compliance processes and record retention</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Financial Planner | Wealth Management Firm | Walnut Creek| Hybrid; 2 days a week</strong></p><p> </p><p>Join a top-tier, fee-based wealth management firm known for rigorous investment research, disciplined portfolio management, and truly comprehensive financial planning. This is a chance to work alongside seasoned advisors and play a key role in delivering thoughtful, holistic advice to a diverse client base.</p><p> </p><p>You’ll be part of a collaborative, high-performing team with a clear path to Lead Advisor. The firm offers strong work-life balance, three weeks of PTO, fully paid medical, dental, and vision, a generous 401(k) match, and meaningful long-term growth.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Analyze client data and develop tailored financial planning recommendations</li><li>Attend meetings as the planning specialist and support advisors directly</li><li>Build and help implement complex financial plans</li><li>Provide guidance on estate, tax, retirement, cash flow, Social Security, pensions, and equity compensation</li><li>Maintain planning data across platforms and improve internal processes</li><li>Share planning updates and best practices with advisor teams</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Associate Advisor | Thriving Wealth Management Firm | Danville| Hybrid </strong></p><p> </p><p>This firm manages hundreds of millions in AUM and partners with <strong>high-net-worth clients to deliver strategies </strong>that truly make an impact.</p><p><br></p><p>In this role you will support Senior Advisors in all aspects of financial planning and wealth management. This role requires a proficient knowledge of financial planning principles, a history of client relationship management, and a capacity to multitask in a busy environment. To fit in this role,<strong> we are looking for someone who can demonstrate critical thinking, problem-solving, and decision-making abilities. </strong></p><p><br></p><p>The firm actively supports your professional development with FINRA sponsorships and CFP study programs, while also <strong>offering mentorship, a collaborative culture</strong>, and a strong commitment to<strong> work-life balance</strong>.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Act as a high-level project manager and strategic partner</li><li>Join client meetings, take notes, and follow up on action items.</li><li>Manage client communication and provide high-level support.</li><li>Help onboard new clients and strengthen relationships</li><li>Engage directly with clients — no investment recommendations at first, but you’ll be a trusted contact.</li><li>Manage the CRM and track client interactions.</li><li>Communicate with custodians, Broker-Dealers, and partners.</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Lead Financial Planner | Thriving RIA | Mountain View | Hybrid | Base + Bonus + Profit Sharing</strong></p><p><br></p><p>They're dedicated to empowering clients, community, associates, and families to achieve wealthier lives through compassionate advisory services. Experience an incredible work culture with minimal turnover and a clear career path to becoming a Lead Advisor. Enjoy bonuses and a lucrative Profit Sharing program.</p><p><br></p><p><strong>Some Responsibilities:</strong></p><ul><li>Partner with Lead Advisors: Attend meetings, gather data, create and present financial plans.</li><li>Collect and analyze client financial information.</li><li>Develop financial plans, investment policies, and portfolio reports.</li><li>Implement and monitor plans, coordinating with external advisors.</li><li>Prepare client communications and presentations.</li><li>Maintain client and prospect databases.</li><li>Assist with technology integration and document management.</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Senior Fund Accountant| San Francisco| Hybrid; 1 day in office</strong></p><p> </p><p>Join a fast-growing outsourced finance firm partnering with investment managers. This is an excellent opportunity to gain real, hands-on fund accounting experience while working closely with sophisticated clients and building deep expertise in the alternative investment space.</p><p> </p><p>The role offers a highly flexible hybrid schedule plus over five weeks of PTO. It’s a team that values strong performance, collaboration, and long-term growth.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Record and reconcile equity, options, FX, and derivative activity</li><li>Partner directly with PMs and counterparties to ensure timely trade settlement</li><li>Support capital calls, deal closings, and treasury for closed-end vehicles</li><li>Review NAVs, investor allocations, waterfalls, and capital statements</li><li>Prepare performance and risk reports for clients and investors</li><li>Research corporate actions and reconcile with prime brokers</li><li>Assist with valuations, expense policies, and vendor payments</li><li>Support audits, tax deliverables, and internal initiatives</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Associate Advisor | Thriving Wealth Management Firm | San Ramon | Hybrid </strong></p><p> </p><p>This firm manages hundreds of millions in AUM and partners with <strong>high-net-worth clients to deliver strategies </strong>that truly make an impact.</p><p><br></p><p>In this role you will support Senior Advisors in all aspects of financial planning and wealth management. This role requires a proficient knowledge of financial planning principles, a history of client relationship management, and a capacity to multitask in a busy environment. To fit in this role,<strong> we are looking for someone who can demonstrate critical thinking, problem-solving, and decision-making abilities. </strong></p><p><br></p><p>The firm actively supports your professional development with FINRA sponsorships and CFP study programs, while also <strong>offering mentorship, a collaborative culture</strong>, and a strong commitment to<strong> work-life balance</strong>.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Act as a high-level project manager and strategic partner</li><li>Join client meetings, take notes, and follow up on action items.</li><li>Manage client communication and provide high-level support.</li><li>Help onboard new clients and strengthen relationships</li><li>Engage directly with clients — no investment recommendations at first, but you’ll be a trusted contact.</li><li>Manage the CRM and track client interactions.</li><li>Communicate with custodians, Broker-Dealers, and partners.</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Relationship Manager | Wealth Management Firm | East Bay| Hybrid; 1 day a week </strong></p><p> </p><p>Join a well-established Registered Investment Advisory firm with an exceptional reputation and a loyal client base. This is a team where people stay for the long haul, collaboration is real, and your work genuinely matters.</p><p> </p><p>You’ll enjoy strong work-life balance, competitive compensation with annual increases, generous PTO, comprehensive health benefits, a 401(k) with safe harbor and profit sharing, covered commuting costs, and discretionary bonuses. It’s a place where you’re valued and set up to grow.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Partner with the sales team to onboard and transition new clients</li><li>Open accounts, manage asset transfers, and handle ongoing service requests</li><li>Process distributions and support RMD tracking</li><li>Work closely with the firm’s custodian on account servicing</li><li>Coordinate client meetings and portfolio reviews</li><li>Maintain accurate CRM records and follow up on client needs</li><li>Support client events and special projects</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Senior Financial Planner| Wealth Management Firm| Berkeley| Hybrid; 3 days</strong></p><p> </p><p>Join a growing financial services firm known for delivering high-touch, personalized advice. The team emphasizes professional development, mentorship, and meaningful client impact, offering strong benefits including a company-funded ESOP, retirement plans, tuition reimbursement, comprehensive healthcare, and generous PTO.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Partner with advisors to prepare client meetings and follow-up materials, sometimes acting as Client Relationship Manager</li><li>Develop and present sophisticated financial plans covering cash flow, tax, insurance, retirement, and estate planning</li><li>Advise clients directly and collaborate with attorneys, CPAs, and investment professionals</li><li>Lead financial planning technology integration and process improvements</li><li>Mentor junior team members and support growth of the Advice Strategy function</li><li>Manage complex plan implementations and maintain compliance standards</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Senior Accountant| Real Estate Investment Firm | San Francisco| Hybrid</strong></p><p> </p><p>Join a fast-growing real estate investment and development firm focused on high-profile projects and a supportive, family-oriented culture. The role offers competitive pay, annual bonus, 100% employer-paid healthcare, 401(k), and generous PTO, with low-level tasks outsourced so you can focus on strategic work and growth.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Manage payables, receivables, and bank reconciliations</li><li>Oversee job costing for developments and capital projects</li><li>Prepare financial reports for corporate and investment entities</li><li>Coordinate audits, taxes, and partner reporting</li><li>Maintain partner capital accounts and waterfall calculations</li><li>Review outsourced AP coding and assist with construction draws</li><li>Collaborate with construction and development teams</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Reach out to <strong><u>Michelle Espejo via email or LinkedIn</u></strong> for additional information or questions. </p><p><br></p><p><strong>Finance Manager | Private Equity| San Francisco| Hybrid; 1-2 days a week </strong></p><p><strong>Comp: Base + Bonus + 100% Paid Benefits</strong></p><p> </p><p>Join a growing investment team focused on uncovering opportunities most investors overlook. Gain hands-on experience with unique, non-correlated strategies across a variety of alternative assets.</p><p> </p><p>You’ll join a collaborative team, take on meaningful responsibility from day one, and work directly with leadership across both fund and portfolio operations. The firm offers a strong compensation package, including competitive bonuses, and full benefits, along with a culture that values flexibility, ownership, and growth.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Manage fund and GP ledgers, including expenses, accruals, investment entries, and LP allocations</li><li>Prepare quarterly and annual financial statements</li><li>Coordinate with auditors, tax teams, and internal leadership to keep reporting accurate and on track</li><li>Monitor cash flow and positions across assigned funds</li><li>Process capital calls, distributions, and related investor activity</li><li>Review reporting packages prepared by accounting teams</li><li>Support non-routine reporting, special projects, and ad-hoc requests from management</li><li>Mentor junior team members and partner with Investor Relations on LP questions</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Senior Fund Accountant| Investment Management Firm| Burlingame| Hybrid </strong></p><p> </p><p>Join a <strong>high-impact investment management</strong> firm. With over $5B in AUM, this mission-driven team partners with sophisticated investors to create lasting community impact.</p><p> </p><p>This role offers the chance to work on a small, collaborative team where your work is visible and valued. You’ll gain direct exposure to senior leadership, hands-on fund accounting experience, and meaningful projects. The firm offers a flexible hybrid schedule (2–3 days in office) and strong long-term growth potential.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Prepare fund financial reporting, including capital calls, distributions, fees, and waterfall calculations</li><li>Support quarterly closes, NAV calculations, and annual financial statements</li><li>Review and coordinate with fund administrators and third-party providers</li><li>Assist with audits, tax filings, and LP reporting requests</li><li>Produce fund and investment performance reporting</li><li>Manage cash activity, AP/AR, reconciliations, and funding coordination</li><li>Identify and implement process and system improvements</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Fund Accounting & Valuations Manager | Prosperous Venture Capital Firm| Menlo Park| Hybrid</strong></p><p> </p><p>Join a global venture capital firm partnering with innovative founders from early stage through IPO. This is a hands-on leadership role within a high-performing, collaborative finance team.</p><p>Comp includes a strong base and bonus, phantom carry participation, generous 401(k) match, and 100% employer-paid medical, dental, and vision for you and your dependents.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Lead quarterly ASC 820 valuations of portfolio companies</li><li>Present valuation insights to auditors, committees, and partners</li><li>Support quarterly close and annual audits</li><li>Review capital call and distribution allocations</li><li>Oversee cash management and capital planning</li><li>Mentor fund accountants and support LP communications</li><li>Drive process improvements and special projects</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Accountant| Outsourced CFO Services Provider | San Francisco| Hybrid; 1 day in office</strong></p><p> </p><p>Join a fast-growing outsourced finance firm partnering with investment managers. This is an excellent opportunity to gain real, hands-on fund accounting experience while working closely with sophisticated clients and building deep expertise in the alternative investment space.</p><p> </p><p>The role offers a highly flexible hybrid schedule plus over five weeks of PTO. It’s a team that values strong performance, collaboration, and long-term growth.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Record and reconcile equity, options, FX, and derivative activity</li><li>Partner directly with PMs and counterparties to ensure timely trade settlement</li><li>Support capital calls, deal closings, and treasury for closed-end vehicles</li><li>Review NAVs, investor allocations, waterfalls, and capital statements</li><li>Prepare performance and risk reports for clients and investors</li><li>Research corporate actions and reconcile with prime brokers</li><li>Assist with valuations, expense policies, and vendor payments</li><li>Support audits, tax deliverables, and internal initiatives</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Fund Accountant| San Francisco| Hybrid; 1 day in office</strong></p><p> </p><p>Join a fast-growing outsourced finance firm partnering with investment managers. This is an excellent opportunity to gain real, hands-on fund accounting experience while working closely with sophisticated clients and building deep expertise in the alternative investment space.</p><p> </p><p>The role offers a highly flexible hybrid schedule plus over five weeks of PTO. It’s a team that values strong performance, collaboration, and long-term growth.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Record and reconcile equity, options, FX, and derivative activity</li><li>Partner directly with PMs and counterparties to ensure timely trade settlement</li><li>Support capital calls, deal closings, and treasury for closed-end vehicles</li><li>Review NAVs, investor allocations, waterfalls, and capital statements</li><li>Prepare performance and risk reports for clients and investors</li><li>Research corporate actions and reconcile with prime brokers</li><li>Assist with valuations, expense policies, and vendor payments</li><li>Support audits, tax deliverables, and internal initiatives</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
