<p>We are looking for an innovative and detail-oriented Brand Marketing Manager to lead creative strategies and ensure operational excellence across marketing and business development initiatives. This role requires a dynamic individual who can seamlessly manage proposal preparation, presentation materials, and graphic design while collaborating to execute impactful marketing campaigns. </p><p><br></p><p>Responsibilities:</p><p>• Lead and oversee internal business development efforts, ensuring timely delivery of proposals, presentations, and client-facing materials.</p><p>• Organize and maintain a comprehensive library of templates, resumes, project pages, images, and firm materials for efficient proposal creation.</p><p>• Coordinate contributions from design staff to meet deadlines and produce high-quality deliverables.</p><p>• Develop and implement strategies to strengthen client relationships and expand clientele.</p><p>• Design and produce marketing collateral, including social media content, newsletters, brochures, and website updates.</p><p>• Plan and execute award submissions, ensuring all materials meet industry standards.</p><p>• Manage project photography, from scheduling shoots to selecting final images for promotional use.</p>
<p>You are a product marketing professional who excels at turning insights into measurable consumer impact. You’re comfortable navigating the full product marketing lifecycle—starting with research and positioning, through to storytelling, launch execution, and ongoing optimization. You thrive in collaborative, cross-functional environments, working closely with product and marketing teams to bring consumer offerings to market. Your focus is on delivering value and fostering long-term consumer engagement, skillfully blending strategic thinking with hands-on execution.</p><p> </p><p><strong>About This Role</strong></p><p>The Consumer Product Marketing Manager sits within our Consumer Business Unit and is responsible for supporting growth and engagement across a range of consumer-facing experiences. Grounded in strong product marketing fundamentals, this role emphasizes positioning, go-to-market strategy, and execution for consumer learning offerings—including subscription-based and AI-powered products. You’ll help shape how consumers discover these experiences, understand their value, and remain engaged via guided career development and clear skill outcomes.</p><p> </p><p>You’ll also play a key part in launching and expanding consumer partnerships, collaborating across the organization to bring new partner-driven experiences to market that expand reach, bolster credibility, and contribute to overall consumer growth.</p><p> </p><p> <strong>What You’ll Do</strong></p><ul><li> Develop clear positioning, messaging, and value propositions that connect learning experiences to tangible skill and career outcomes.</li><li> Plan, execute, and coordinate go-to-market strategies for priority consumer initiatives, driving launches, adoption, and engagement for AI-driven features.</li><li> Collaborate with cross-functional partners to define and deliver go-to-market plans, including audience targeting, messaging narrative, channel strategy, and launch milestones.</li><li> Support the launch and scale-up of consumer partnerships that broaden reach and enhance market credibility.</li><li> Turn consumer research, competitive insights, and product analytics into actionable marketing strategies and provide roadmapping feedback.</li><li> Create and manage core messaging frameworks and high-impact assets to support launches and ongoing product adoption.</li><li> Work closely with owned and paid channel teams to consistently translate product positioning into impactful multi-channel messaging and creative.</li></ul>
<p>We are looking for a dynamic and experienced Digital Marketing Director to lead innovative marketing strategies and drive business growth. This role requires a blend of creative vision and technical expertise to execute impactful campaigns, manage cross-functional teams, and optimize the use of marketing technologies.</p><p><br></p><p>Responsibilities:</p><p>• Collaborate with leadership and business program teams to align marketing strategies with organizational goals.</p><p>• Organize and present monthly performance reports to stakeholders, ensuring transparency and actionable insights.</p><p>• Oversee partnerships with consulting agencies specializing in analytics, paid media, and other marketing initiatives.</p><p>• Develop and implement marketing strategies tailored to unique audience needs and program objectives.</p><p>• Maintain and update the annual marketing budget, including quarterly forecasting.</p><p>• Optimize and manage the marketing technology stack, including tools such as Google Analytics, Hubspot, and Webflow.</p><p>• Analyze data to generate insights and comprehensive reporting across all channels.</p>
<p>We are looking for an Senior Manager of Marketing and Business Development who is going to be responsible for strategic planning, marketing expertise, and relationship management to identify opportunities, foster partnerships, and implement impactful strategies. The ideal candidate will bring creativity, strong analytical thinking, and exceptional communication skills to collaborate across teams and achieve organizational goals.</p><p><br></p><p>Responsibilities:</p><p>• Develop and execute strategic business plans in collaboration with attorney shareholders to support firmwide and individual growth objectives.</p><p>• Identify opportunities for client acquisition, cross-selling, and expansion, and provide actionable recommendations.</p><p>• Create compelling pitches, proposals, and presentations to attract new business and strengthen partnerships.</p><p>• Monitor and report on performance metrics related to business development and client growth.</p><p>• Oversee the creation and execution of digital marketing strategies, including website content, thought leadership campaigns, and social media initiatives.</p><p>• Ensure branding consistency across all platforms while driving content creation that aligns with the firm's market positioning.</p><p>• Conduct market research and competitive analysis to identify emerging industries and business opportunities.</p>
<p>We are looking for an experienced Sr. Amazon Marketplace Manager to oversee and drive the success of our client's Amazon business through both Vendor Central and Seller Central platforms. T</p><p><br></p><p>Responsibilities:</p><p>• Develop and execute comprehensive strategies for Amazon Vendor Central and Seller Central to achieve revenue growth and profitability.</p><p>• Monitor and optimize product catalog health, including item setup, variation management, and troubleshooting suppression issues.</p><p>• Oversee content optimization for product pages, including titles, bullet points, images, A+ content, and Brand Stores to enhance brand consistency and conversion rates.</p><p>• Collaborate with external agencies to set advertising goals, evaluate performance, and ensure alignment with broader business priorities.</p><p>• Manage Amazon advertising campaigns by providing strategic direction and analyzing key metrics such as TACoS, ACoS, and share of voice.</p><p>• Coordinate promotional activities, including Prime Day, seasonal events, and Subscribe & Save strategies to maximize sales opportunities.</p>
<p>Job Summary</p><p>Permanent Hire Opportunity</p><p>This position supports customer service, dispatch, and inside sales departments. It manages personnel and serves as the main contact for high-volume retail partners, specialized distributors, and contractors regarding inquiries, issues, order processing, and delivery scheduling. The ideal candidate ensures high-volume retail inventory remains in-stock, handles complex logistics, and resolves order discrepancies efficiently. This role is responsible for supporting and demonstrating core values such as integrity, safety, respect, customer focus, quality, innovation, and financial success.</p><ul><li><strong>Sales Partner Management</strong>: Manage the end-to-end order process for large, high-volume customers, utilizing electronic data interchange systems, vendor portals, and direct communication to ensure seamless order processing and compliance with customer requirements.</li><li>Oversee the entry, tracking, and fulfillment of high-volume orders. Coordinate with production and logistics teams to prioritize production and manage shipping schedules to meet scheduled delivery dates.</li><li>Proactively monitor inventory levels and work with sales/production teams to avoid stockouts at customer locations and job sites. Communicate potential delays or shortages immediately to customers, peers, and senior management.</li><li>Review and manage delivery notes to reflect loading changes and inventory shortages.</li><li>Manage, research, and resolve inquiries or complaints on products, orders, invoicing, and pricing.</li><li>Work with sales teams to coordinate customer requests and provide superior customer service.</li><li>Maintain customer complaints and regularly log information into customer relationship management systems.</li><li>Responsible for accurate setup and processing of customer rebates and royalties on a monthly, quarterly, and annual basis.</li><li>Assist with preparing pricing materials and managing location pricing structure with sales teams.</li><li>Prepare and enter yearly and off-cycle pricing increases into enterprise systems.</li><li>Maintain positive, long-term relationships with buyers and branch managers.</li><li>Assist in managing all processes including sales orders and change-orders received from customers, inside sales coordinators, and sales representatives.</li><li>Assist in setting up sales orders, terms, payers, and preliminary lien data in enterprise systems for initial orders.</li><li>Hire, train, and mentor a team of customer service representatives to handle high-volume inquiries, order entry, and customer complaints.</li><li>Set expectations, coach, train, instruct, discipline, hold accountable, and offer guidance to all direct reports.</li><li>Manage customer service, dispatch, and inside sales personnel across multiple locations.</li><li>Analyze, record, and assess customer service metrics (e.g., on-time in-full rates, order accuracy). Prepare weekly and monthly reports on performance to identify areas for improvement.</li><li>Conduct performance reviews for direct reports and advise on year-end performance reviews for all personnel via human resources information systems.</li><li>Monitor and approve employee actions in human resources systems in a timely manner.</li><li>Responsible for running time data audit reports of recorded time and errors, and track attendance via payroll systems.</li><li>Complete monthly audit packages for customer service.</li></ul>
We are looking for an experienced Finance Manager to join our dynamic team in San Francisco, California. In this long-term contract position, you will play a critical role in corporate financial planning and analysis, working closely with business leaders to deliver actionable insights that drive strategic decisions. This is an excellent opportunity for an experienced financial expert with strong analytical skills and experience in SaaS or tech-based modeling.<br><br>Responsibilities:<br>• Consolidate and manage departmental forecasts across various functions, ensuring accuracy and alignment for senior leadership review.<br>• Develop and maintain advanced financial models to support scenario planning for product launches, pricing strategies, revenue growth, and scalability.<br>• Analyze subscription-based revenue trends, bookings, pipeline data, and consumption metrics to enhance forecasting precision.<br>• Provide actionable financial insights that optimize resource allocation and strengthen overall financial performance.<br>• Create detailed executive-level financial reports and dashboards to support strategic decision-making.<br>• Collaborate with cross-functional teams, including Product, Engineering, Sales, and Marketing, to ensure data consistency and alignment.<br>• Reconcile and manage large datasets to produce accurate financial reporting and analysis.<br>• Participate in month-end close activities, ensuring timely and accurate financial reporting.<br>• Support senior leadership with data-driven recommendations that enhance organizational strategy.<br>• Continuously refine forecasting processes and models to improve accuracy and efficiency.
<p>Robert Half has an exciting opening with one of our top Start Up Tech companies in San Mateo!!!!! We are looking for someone new to the workforce with 0 - 2 years of experience, ideally with a degree in Business Administration. This company is a great company to start your career with. Free lunches, dinners, fully stocked kitchens, a game room, social hour every Friday, a barista on site, and much more. If you are looking to gain valuable work experience while having a great time while doing so, then this job is for you! Please find the details of the role below. If interested, apply now! We are looking to set interviews this week. Do not wait. Apply now!</p><p><br></p><p><strong>Job Duties:</strong></p><ul><li>Respond to 100 - 150 customer service tickets a day</li><li>Excited about running a consistent, routine process - this is critical given the repetitive nature of the role. The candidate will be answering questions on our ticketing platform asked by the sales reps, so they'll need to be excited about doing that day and managing a long queue of questions.</li><li>Excellent communication and coordination skills. Often times, the questions that sales reps ask require looping in the manager or other sales reps, and this candidate needs to be comfortable reaching out via email to people they haven't met before and trying to broker conflicts.</li><li>Ability to understand and apply rules to different situations. The role will involve looking at the Rules of Engagement document — a lengthy document we maintain that spells out who should own which account — and applying the rules in said document to the questions and conflicts that arise</li></ul><p><br></p>
<p>We are seeking a Tax Manager - Public to join our team located in Marin County, California. The Tax Manager will play a critical role in managing and facilitating the accurate preparation and filing of our company’s state and federal tax forms. The role will also involve recommending effective tax strategies that align with the company's business needs and comply with laws, promoting our company’s financial well-being.</p><p><br></p><p>Responsibilities:</p><p>• Create and utilize financial and logistical reports to prepare and file federal, state, and local tax documents accurately.</p><p>• Develop and implement tax strategies that align with the company's business goals.</p><p>• Conduct research to develop tax-saving strategies and identify tax savings in prospective and recurring business deals.</p><p>• Maintain and update the company's tax database regularly.</p><p>• Assess and research complex tax issues using internal revenue code, tax regulations and relevant case law.</p><p>• Prepare for audits and collaborate with auditors to reach an agreement on contested issues or deficiencies.</p><p>• Consult with executives regarding the tax implications of various corporate strategies.</p><p>• Ensure all legal requirements are met in assessing the tax impact on company’s financial planning.</p><p>• Perform audits and negotiate tax resolutions with taxing authorities.</p><p>• Use accounting software systems, ADP - Financial Services, CaseWare, CCH ProSystem Fx, CCH Sales Tax, and other accounting functions to perform annual income tax provision and auditing.</p>
We are looking for a Cost Accounting Manager to oversee and refine the costing processes for our co-manufactured products. In this role, you will play a key part in ensuring accurate cost analysis, driving operational efficiency, and supporting strategic decision-making. This position offers an exciting opportunity to contribute to the financial success of a dynamic, fast-paced organization.<br><br>Responsibilities:<br>• Develop and manage standard costing methodologies for all co-manufactured products.<br>• Conduct detailed variance analysis and provide insights into product-level margins.<br>• Review and audit co-manufacturer invoices to ensure compliance with contractual agreements and cost accuracy.<br>• Provide costing inputs for budgeting, forecasting, and financial scenario modeling.<br>• Collaborate with Procurement, Operations, FP& A, and Sales Operations teams to optimize cost strategies.<br>• Lead the month-end costing close process, including inventory reconciliations and reporting.<br>• Ensure the integrity of costing data and identify opportunities for process improvements.<br>• Analyze cost structures and provide recommendations to enhance operational and financial outcomes.<br>• Support strategic pricing and margin optimization efforts through detailed cost analysis.<br>• Partner with external co-manufacturers to streamline costing processes and maintain accuracy.
We are looking for a skilled DevOps Engineer III to join our team in San Ramon, California. This role involves working with advanced technologies to optimize and maintain infrastructure, ensuring seamless integration and operation. The ideal candidate will have strong expertise in cloud platforms, automation tools, and DevOps methodologies.<br><br>Responsibilities:<br>• Build and maintain scalable infrastructure using cloud platforms such as AWS and Google Cloud.<br>• Implement and manage Adobe Experience Manager (AEM) systems and Cloudflare configurations.<br>• Develop and optimize CI/CD pipelines to streamline deployment processes.<br>• Automate workflows using Infrastructure as Code (IaC) tools like Terraform, Ansible, or CloudFormation.<br>• Create and manage scripts using Python, Bash, or PowerShell to improve operational efficiency.<br>• Collaborate with cross-functional teams to ensure alignment of DevOps practices.<br>• Integrate RESTful APIs and authentication mechanisms into automation workflows.<br>• Monitor system performance and troubleshoot issues to maintain high availability.<br>• Apply security best practices to configurations and log aggregation tools.<br>• Contribute to the implementation and optimization of marketing technology stacks and personalization platforms.
<p>We are looking for an experienced Senior Director of Tax to oversee and manage all aspects of corporate tax compliance and planning for our retail organization. This role requires a strategic leader who can ensure adherence to tax regulations while optimizing processes to meet organizational goals. Based in Oakland, California, you will play a key role in shaping the company's tax strategies and ensuring timely and accurate compliance.</p><p><br></p><p>Responsibilities:</p><p>• Lead federal, state, income, and sales tax compliance, including estimates, filings, K-1/K-3s, sales tax returns, audits, and payments.</p><p> • Model waterfall distributions and calculate owner tax distributions.</p><p> • Oversee gross receipts and unclaimed property filings.</p><p> • Serve as primary tax advisor for operational initiatives and bank audits.</p><p> • Manage tax department budget, costs, vendors, and external advisors.</p><p> • Establish compliant, well-documented tax processes and audit readiness.</p><p> • Mentor tax managers and support team development.</p><p> • Partner with accounting, finance/treasury, and legal teams on tax reporting, cash forecasting, and documentation.</p>
<p>Are you experienced in fundraising and energized by outreach to Limited Partners, looking to join a growing firm that values driven, ambitious professionals?</p><p> </p><p><strong>Overview</strong></p><p>Our client is a <strong>Palo Alto–based, early-stage venture capital firm</strong> investing in transformative founders and emerging businesses. The firm is experiencing a period of <strong>accelerated growth</strong>, expanding its internal infrastructure to support future fundraising and long-term scale.</p><p>They are seeking an <strong>Investor Relations & Fundraising Associate</strong> to play a critical role in capital raising efforts and Limited Partner engagement. This position is well-suited for a <strong>commercially minded, relationship-driven professional</strong> who thrives in outbound outreach, long-cycle relationship management, and close partnership with senior leadership. The role offers direct exposure to firm leadership and sophisticated institutional investors.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Execute and support <strong>fundraising campaigns</strong>, including investor outreach, meeting coordination, and follow-up communications</li><li>Source, cultivate, and manage a <strong>pipeline of prospective LPs</strong>, including institutions, corporates, and family offices</li><li>Drive structured outbound efforts and maintain consistent engagement across investor relationships</li><li>Create and tailor <strong>fundraising materials</strong>, pitch decks, and investor correspondence</li><li>Assist with <strong>LP communications</strong>, including quarterly reporting, ad hoc data requests, capital calls, and distributions</li><li>Maintain CRM systems and monitor <strong>fundraising metrics and performance indicators</strong></li><li>Support planning and execution of <strong>Annual Meetings and investor events</strong></li><li>Develop a deep understanding of the firm’s investment strategy and articulate it clearly to external stakeholders</li></ul><p><br></p>
<ul><li>Direct the day-to-day operations of bar outlets, maintaining top standards for service and quality.</li><li>Interview, hire, train, and mentor associates; conduct performance evaluations, resolve problems, and make disciplinary recommendations as needed.</li><li>Assist in the implementation of company programs, ensuring compliance with LSOPs/SOPs, safety protocols, and federal, state, and local regulations.</li><li>Monitor and forecast outlet budgets—labor, food, beverage, supplies, and equipment—to maximize revenue and control costs while ensuring adequate staffing and supply levels.</li><li>Proactively respond to guest needs, comments, and issues to drive satisfaction and future sales opportunities.</li><li>Oversee maintenance and sanitation of outlet areas and equipment to protect assets, ensure regulatory compliance, and maintain quality service.</li><li>Maintain regular attendance and availability in accordance with company policy.</li><li>Perform additional duties as assigned by management.</li></ul><p><br></p>
<p>We are looking for an experienced Senior Product Manager to join our client's team in San Francisco, California. In this role, you will focus on driving growth and engagement initiatives for credit card products, leveraging your expertise in payments and credit card strategies. This is a Long-term Contract position offering the opportunity to work in a dynamic Agile environment and collaborate with cross-functional teams to deliver impactful results.</p><p><br></p><p>Responsibilities:</p><p>• Lead comprehensive product initiatives, including discovery, roadmap planning, launch execution, and iterative improvements.</p><p>• Analyze and identify growth opportunities for account acquisition and cardholder engagement.</p><p>• Collaborate with analytics teams to monitor key performance indicators, run experiments, and refine strategies for optimal outcomes.</p><p>• Develop and implement measures to enhance activation rates, spending patterns, autopay adoption, and delinquency prevention.</p><p>• Design customer-centric enhancements that align with revenue and retention objectives.</p><p>• Work closely with engineering, credit risk, design, marketing, legal, and operations teams to ensure seamless execution of product initiatives.</p><p>• Operate within Agile frameworks, managing tasks in two-week sprints using tools such as Jira and Confluence.</p><p>• Utilize Figma to create and refine product designs that meet user needs.</p>
<p>We are looking for a detail-oriented Staff Accountant to join our team in San Francisco, California. In this role, you will handle a variety of accounting functions, including accounts payable, financial reporting, and inventory accounting. This is an excellent opportunity for a motivated individual to contribute to a dynamic organization and grow professionally. <strong>For immediate consideration, please contact Daniel Mok directly via Linked-In.</strong></p><p><br></p><p><strong><u>Responsibilities:</u></strong></p><p><strong>Full-Cycle Accounting:</strong> Oversee daily accounting tasks including journal entries, reconciliations, and month-end closing processes.</p><p><strong>Financial Reporting:</strong> Support the Finance Director in creating and reviewing financial statements for GAAP compliance and accuracy.</p><p><strong>Bank Reconciliations:</strong> Complete monthly reconciliations for all bank and credit card accounts.</p><p><strong>Inventory Management:</strong> Work with operations and sales to maintain accurate merchandise inventory records and cost reporting.</p><p><strong>Revenue Recognition:</strong> Accurately record sales, refunds, and adjustments related to merchandise.</p><p><strong>Tax Support:</strong> Assist in tax preparation by gathering documentation and supporting the Finance Director with filings.</p><p><strong>Compliance & Audits:</strong> Contribute to compliance reporting and support external audits and regulatory filings.</p><p><strong>Process Optimization:</strong> Recommend and implement improvements to financial workflows and accounts payable procedures.</p><p><strong>Accounts Payable (AP) Management:</strong></p><ul><li>Process vendor invoices accurately and on time.</li><li>Handle invoice approvals and various payment methods (ACH, wire, credit card, checks).</li><li>Ensure accurate coding of invoices to appropriate accounts and departments.</li><li>Reconcile AP accounts and resolve discrepancies.</li><li>Maintain vendor information and address payment-related inquiries.</li></ul>
<p>AI company is seeking a dynamic and experienced Contracts Manager to join our team, focused on supporting complex SaaS contract negotiations and management. This is a fully remote position offering flexible hours that will ebb and flow between 10-40 hours per week based on business needs, providing an ideal environment for professionals who thrive in a fast-paced and adaptable setting. The ideal candidate will have at least 5-10+ years of experience negotiating SaaS agreements.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Draft, review, negotiate, and manage a broad range of SaaS, software licensing, and technology agreements with customers, vendors, and partners.</li><li>Collaborate with internal business teams to provide guidance on contractual issues, identify potential risks, and ensure alignment with business objectives.</li><li>Oversee the entire contract lifecycle from intake through execution, maintaining compliance with company policies and applicable regulations.</li><li>Support the improvement of contract templates, negotiation playbooks, and internal contracting processes to drive efficiency and minimize risk.</li><li>Work cross-functionally with sales, finance, IT, and operations in a fast-paced, technology-driven environment.</li><li>Stay current on trends and changes related to SaaS contracting and best practices.</li></ul><p><br></p>
<p>AI company is seeking a dynamic and experienced Contracts Manager to join our team, focused on supporting complex SaaS contract negotiations and management. This is a fully remote position offering flexible hours that will ebb and flow between 10-40 hours per week based on business needs, providing an ideal environment for professionals who thrive in a fast-paced and adaptable setting. The ideal candidate will have at least 5-10+ years of experience negotiating SaaS agreements.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Draft, review, negotiate, and manage a broad range of SaaS, software licensing, and technology agreements with customers, vendors, and partners.</li><li>Collaborate with internal business teams to provide guidance on contractual issues, identify potential risks, and ensure alignment with business objectives.</li><li>Oversee the entire contract lifecycle from intake through execution, maintaining compliance with company policies and applicable regulations.</li><li>Support the improvement of contract templates, negotiation playbooks, and internal contracting processes to drive efficiency and minimize risk.</li><li>Work cross-functionally with sales, finance, IT, and operations in a fast-paced, technology-driven environment.</li><li>Stay current on trends and changes related to SaaS contracting and best practices.</li></ul><p><br></p>
<p>We are looking for a detail-oriented Financial Accountant & Cash Manager to join our team in San Francisco, California. This role requires expertise in financial analysis, modeling, and reporting to help drive informed decision-making and optimize financial performance. The ideal candidate will possess advanced analytical skills and a proactive approach to problem-solving. <strong>For immediate consideration, please contact Leon Chang directly via Linked-In.</strong></p><p><br></p><p>Responsibilities:</p><ul><li>Oversee cash flow management, including bank reconciliations and the recording and deposit of all revenues.</li><li>Review monthly Capital Asset Support Corporation savings statements and record related interest income.</li><li>Review quarterly Capital Asset Support Corporation investment statements, recording unrealized gains and losses at fair market value and distributions of realized income.</li><li>Regularly forecast operating cash flows and coordinate funding needs from short-term deposits or long-term investments as appropriate.</li><li>Present quarterly reviews of the financial position to the Council.</li><li>Manage purchasing, inventory, and accounts payable processes.</li><li>Oversee customer billing and accounts receivable for all public events.</li><li>Administer and monitor U.S. Bank debit card activity.</li><li>Produce monthly, quarterly, and year-end financial reports.</li><li>Prepare and present financial and operational performance reports.</li><li>Ensure compliance with quarterly sales tax filings, annual 1099 reporting, and year-end parishioner contribution reporting.</li><li>Track restricted contributions and ensure funds are distributed in accordance with donor restrictions.</li></ul>
<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><strong>Please contact Andrew Castillo (Practice Director) at Robert Half, for more information on this opportunity. </strong></p><p><br></p><p>Our Client is a nonprofit community organization that serves over 90,000 children, teens, and adults in Alameda and Contra Costa Counties through our early childhood education, after-school programs, and fitness branches. They are looking for a detail-oriented Staff Accountant to join their team in Richmond, California. This role is essential in providing accounts payable support and ensuring accurate financial record-keeping for their organization. The ideal candidate will play a key role in Accounts Payable, handling journal entries, account reconciliations, and supporting various administrative finance tasks.</p><p><br></p><p><strong>Responsibilities:</strong></p><p>• Process purchase orders and accounts payable transactions, ensuring accuracy and resolving vendor discrepancies.</p><p>• Record journal entries and perform reconciliations for general ledger accounts.</p><p>• Collaborate with the Controller and team members to update and maintain lease records in specialized software.</p><p>• Prepare and submit sales and use tax reports in compliance with regulations.</p><p>• Deposit checks and manage documentation in alignment with organizational policies.</p><p>• Maintain organized filing systems and oversee records management.</p><p>• Sort and distribute incoming mail efficiently.</p><p>• Support audits by providing accurate financial data and documentation.</p><p>• Handle business license renewals and perform other administrative tasks as needed.</p>
We are looking for an experienced Financial Controller to lead and oversee the finance operations of our organization in Livermore, California. This position requires a strategic leader who can ensure accurate financial reporting, maintain compliance with regulatory standards, and drive budgeting and forecasting initiatives. You will play a vital role in supporting executive decision-making while managing a team of dedicated finance professionals and collaborating across multiple departments.<br><br>Responsibilities:<br>• Collaborate with operations, sales, and service teams to align financial strategies with organizational objectives.<br>• Provide financial analysis and recommendations to guide capital investments and major purchasing decisions.<br>• Lead, mentor, and develop the accounting team while fostering a culture of communication and transparency.<br>• Prepare and oversee monthly, quarterly, and annual financial statements in compliance with established standards.<br>• Manage cash flow, working capital, and liquidity to support current and future business needs.<br>• Supervise accounts payable, accounts receivable, payroll, and general ledger operations.<br>• Oversee cost accounting, inventory valuation, and revenue recognition processes for various divisions.<br>• Develop and manage annual budgets and rolling forecasts, providing variance analysis to support decisions.<br>• Implement and maintain strong internal controls and accounting policies to safeguard financial integrity.<br>• Drive process improvements and automation initiatives to enhance financial systems and operational efficiency.
