Accounting & Finance jobs in Daly City, CaliforniaCreate job alerts

Job Description ORGANIZATION OVERVIEW At Family & Child Empowerment Services (FACES), we envision a future where all families have what they need to live, grow, and thrive in San Francisco. We provide families with high-quality early childhood education; after-school and summer enrichment; job support, training, and placement; and comprehensive family support services and referrals. POSITION SUMMARY FACES seeks a Chief Finance & Operations Officer (CFOO) that is responsible for financial and compliance leadership, strategy, and sustainability across the organization. The CFOO is responsible for designing, implementing, and sustaining finance, compliance, and people operations management systems to ensure the organization complies with applicable laws, accounting standards, contractual obligations, regulations, and internal processes. The CFOO directly manages the Senior Director of Contracts and Compliance, the Senior Director of People Operations, and a three member finance team. WHAT YOU'LL DO: Financial Responsibilities Provide strategic recommendations to the CEO, Board of Directors, and members of the senior leadership team, advising on long-term business and financial planning Manage the processes for financial standard operating procedures in accordance with GAAP, forecasting, and budgets, overseeing the preparation of all financial reporting: monthly, quarterly and annually; as well as for relevant Board meetings and committee meetings Partner with development and other teams to align revenue strategies with strategic goals and financial sustainability Manage our financial software and systems to maximize efficiency and efficacy, including Sage, Certify, and other tools required for accurate accounting, reporting, and compliance Provide predictive modeling, scenario planning, and analysis to support strategic decision-making at the departmental and organizational level Oversee finance infrastructure, ensuring scalability, transparency, and integration Supervise and support the finance team, providing leadership, coaching, and accountability Manage banking and investment accounts in accordance with strategy approved by the Board Manage relationships and contracts with auditors and finance consultants, ensuring accuracy, timeliness, and compliance Ensure compliance with GAAP, federal and state laws, nonprofit finance regulations, and audit requirements Manage organizational risk, internal controls, and compliance systems Compliance Responsibilities Partner with the Senior Director of Compliance to oversee compliance in local and state government funding contracts, supporting our child care, out of school time, family support, and workforce development programming Collaborate with the Senior Director of Compliance and Contracts to manage monthly site monitoring and technical assistance for contract policies, procedures, and regulations Support the compliance and contracts team to complete audits for child development program, including overseeing sampling audits using contract review instruments Maintain partnerships with the public, non-profit organizations, federal, state and local government agencies that grant and monitor contracts People Operations Responsibilities Partner with CEO and Senior Director of People Operations to ensure compliance with labor laws, nonprofit regulations, and organizational policies Support the Senior Director of People Operations to design and deliver systems, policies, and practices for the end to end employee life cycle - including recruitment, onboarding, professional development, performance management, employee relations, and engagement Partner with the Senior Director of People Operations and leadership to forecast staffing needs, build talent and leadership pipelines, and create succession plans Ensure equitable compensation structures and competitive benefits and rewards package Partner with Senior Director of People Operations to oversee key operational areas, including IT, independent contractors, risk management and insurance, etc. Function as a strategic advisor, functional expert, and thought partner to the CEO, Board, and executive team regarding key People Operations strategies Partner with the CEO and executive team to shape and execute organizational strategy QUALIFICATIONS: Education: Masters required or combination of BA/BS with either Certified Public Accountant (CPA) or Chartered Financial Analyst (CFA) 12+ years of in-depth knowledge of accounting principles, financial analysis, budgeting, and forecasting. Knowledge of non-profit compliance and contracts along with human resources expertise. Knowledge of non-profit compliance and contracts along with human resources expertise. The ability to develop and execute strategies that align with the company's goals is critical. Strong leadership skills managing teams, collaborating with other departments, and driving organizational success. Familiarity with financial software (Sage Intacct), data analysis tools, and cloud-based systems. Proficiency with all Microsoft Office and GoogleSuite applications Ability to meet required state, federal, local, and CDC standards (including but not limited to fingerprint clearance, negative TB test, First Aid, CPR) A deep commitment to aligning all program practices to FACES SF values, especially around equity, inclusion, and belonging Strong passion for and a desire to humbly reflect, learn, and grow in pursuit of our mission A sense of humor — we believe joy and justice go hand in hand! WHAT WE OFFER Base salary range is $160,000 - $190,000 depending on experience, education, and qualifications Healthcare premiums 100% paid for employees and 25% paid for dependents Three weeks of vacation, personal and floating holidays, ten sick days, ten paid holidays (including one-week winter closure between Christmas and New Year’s) and a day off for your birthday! A retirement plan with employer match up to 7% of your salary A chance to positively impact the lives of young children and their families. A fun, dynamic, and collaborative working environment. Opportunity to join a movement to achieve educational, economic, and racial justice! FACES is a welcoming space for all. We embrace diversity in all forms- race, gender identity, sexuality, country of origin, religion, or ability. Candidates with diverse backgrounds are strongly encouraged to apply. FACES is an Equal Employment Opportunity Employer.

At KPMG, you can become an integral part of a dynamic team at one of the world's top tax firms. Enjoy a collaborative, future-forward culture that empowers your success. Work with KPMG's extensive network of specialists & enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions. Join a diverse team helping high-profile clients understand, analyze, and respond to complex business opportunities and challenges. Develop your career through a range of multifaceted engagements, formal training, and informal mentoring. At KPMG, we believe nothing is more important than investing in our culture because it's an investment in our people, our future, and what we stand for as a firm \n KPMG is currently seeking a Tax Senior Associate to join our Accounting Methods and Credit Services practice. Responsibilities:\n\n • Assistance with accounting method assessment, design and implementation of projects related to revenue and expense recognition, capitalized items, fixed assets and inventories\n, • Work with multi-disciplinary teams on foreign derived intangible income deduction calculations\n, • Assist in managing and implementing multiple projects simultaneously, which include client interviews, computations, analysis, data gathering and coordination of KPMG and client resources\n, • Assist with drafting opinion letters, responses to IRS inquiries, IRS ruling requests and writing other technical memoranda\nQualifications:\n\n, • Minimum two years of recent tax experience in a public accounting firm or corporate taxation experience\n, • Bachelors degree from an accredited college/university\n, • Proficient in the use of Microsoft Office applications including Word, Excel and Access\n, • Experience performing internet research\n, • Excellent oral and written communication skills\n, • Ability to travel and work at client locations\n\n\n \n KPMG LLP and its affiliates and subsidiaries (“KPMG”) complies with all local/state regulations regarding displaying salary ranges. If required, the ranges displayed below or via the URL below are specifically for those potential hires who will work in the location(s) listed. Any offered salary is determined based on relevant factors such as applicant's skills, job responsibilities, prior relevant experience, certain degrees and certifications and market considerations. In addition, KPMG is proud to offer a comprehensive, competitive benefits package, with options designed to help you make the best decisions for yourself, your family, and your lifestyle. Available benefits are based on eligibility. Our Total Rewards package includes a variety of medical and dental plans, vision coverage, disability and life insurance, 401(k) plans, and a robust suite of personal well-being benefits to support your mental health. Depending on job classification, standard work hours, and years of service, KPMG provides Personal Time Off per fiscal year. Additionally, each year KPMG publishes a calendar of holidays to be observed during the year and provides eligible employees two breaks each year where employees will not be required to use Personal Time Off; one is at year end and the other is around the July 4th holiday. Additional details about our benefits can be found towards the bottom of our KPMG US Careers site at Benefits & How We Work.\n \n \n \n \n \n Follow this link to obtain salary ranges by city outside of CA:\n \nhttps://kpmg.com/us/en/how-we-work/pay-transparency.html/?id=M323B426 California Salary Range: $85025 - $172615 \n KPMG offers a comprehensive compensation and benefits package. KPMG is an equal opportunity employer. KPMG complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, citizenship status, disability, protected veteran status, or any other category protected by applicable federal, state, or local laws. The attached link contains further information regarding KPMG's compliance with federal, state and local recruitment and hiring laws. No phone calls or agencies please. \n KPMG recruits on a rolling basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) for which they are qualified that is also of interest to them. \n Los Angeles County applicants: Material job duties for this position are listed above. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation. Pursuant to the California Fair Chance Act, Los Angeles County Fair Chance Ordinance for Employers, Fair Chance Initiative for Hiring Ordinance, and San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

Zurich is seeking an Underwriting Specialist OR Executive Underwriter, Large Property for our National Accounts Large Property Underwriting team in our San Francisco or Seattle. While this position will be based out of a Zurich office, you will have the flexibility to work on a hybrid basis. You will partner with your manager to set a flexible work schedule that supports you, our customers, and our brokers and agents. This role will require you to be visible in the marketplace to meet with our agents and brokers and be in the office/market three days per week. This role will be filled at either the Underwriting Specialist OR Executive Underwriter level. The hiring manager will determine the appropriate level based upon the selected applicant’s experience and skill set relative to the qualifications listed for this position. As an Underwriting Specialist OR Executive Underwriter, Large Property you will have a chance to use your marketing and analytical skills. Specifically, you will analyze and underwrite new and renewal business, under general direction, utilizing The Zurich Way of Underwriting Framework within delegated authority levels on assignments of higher technical complexity ensuring a high level service to customers. This is a market facing position thus we are seeking someone with a strong sales execution mindset and knowledge of commercial property policies. Some of the key accountabilities of this role include: • Administer and monitor underwriting rules and guidelines, rating manual rules, and insurance laws and regulations., • Develop, maintain & collaborate with Line of Business representatives and other business related needs, as appropriate., • Develop and maintain relationships with distributors (agents & brokers) in support of business retention and acquisition and works with customers and distributors (agents & brokers) to determine their insurance related needs and provide solutions., • Support the organization's sales culture by being a Help Point for agents, brokers and customers., • Proactively seek renewal and new account opportunities., • Complete detailed opportunity assessment with key distributors to identify growth opportunities., • Qualify accounts to meet with the organization's appetite, balanced with sound business opportunity., • Make broker/customer and on-sight calls with a planned and well-prepared purpose. Basic Qualifications – Underwriting Specialist, Large Property: • High School Diploma or Equivalent and 3 or more years of experience in the Underwriting or Market Facing area. OR • High School Diploma or Equivalent and 6 or more years of experience in the Claims or Underwriting Support area OR • Zurich Certified Insurance Apprentice including an Associate Degree and 1 or more years of experience in the Underwriting or Market Facing area OR • Zurich Certified Insurance Apprentice including an Associate Degree and 4 or more years of experience in the Claims or Underwriting Support area AND • Knowledge of line/s of business and the legal and regulatory guidelines, • Knowledge of time restraints for quotes on new and renewal business, • Experience with Microsoft Office OR Basic Qualifications - Executive Underwriter, Large Property: • High School Diploma or Equivalent and 5 or more years of experience in commercial underwriting or brokerage or market facing area OR • High School Diploma or equivalent and 10 or more years of experience in the claims or underwriting support area OR • Zurich approved Apprenticeship program including an Associate Degree and 3 or more years of experience in the Underwriting or Market Facing area OR • Zurich approved Apprenticeship program including an Associate Degree and 8 or more years of experience in the Claims or Underwriting Support area, • Knowledge of Microsoft Office, • Experience working on time restraints for quotes on new and renewal business, • Experience working in a team environment Preferred Qualifications (Both levels): • Bachelors Degree, • Technical knowledge of commercial Property Underwriting, • Established broker relationships (Retail, select brokers) in Western Region, • Sales execution mindset, • Creative problem solving skills, • Strong verbal and written communication skills Your pay at Zurich is based on your role, location, skills, and experience. We follow local laws to ensure fair compensation. You may also be eligible for bonuses and merit increases. If your expectations are above the listed range, we still encourage you to apply—your unique background matters to us. The pay range shown is a national average and may vary by location. The combined salary range for this position is $75,000.00 - $165,000.00. The proposed salary range for the Underwriting Specialist is $75,000.00 - $125,000.00, with short-term incentive bonus eligibility set at 15%. The proposed salary range for the Executive Underwriter is $100,000.00 - $165,000.00, with short-term incentive bonus eligibility set at 10%. We offer competitive pay and comprehensive benefits for employees and their families. [Learn more about Total Rewards _.] Why Zurich? At Zurich, we value your ideas and experience. We offer growth, inclusion, and a supportive environment—so you can help shape the future of insurance. Zurich North America is a leader in risk management, with over 150 years of expertise and coverage across 25+ industries, including 90% of the Fortune 500®. Join us for a brighter future—for yourself and our customers. Zurich in North America does not discriminate based on race, ethnicity, color, religion, national origin, sex, gender expression, gender identity, genetic information, age, disability, protected veteran status, marital status, sexual orientation, pregnancy or other characteristics protected by applicable law. Equal Opportunity Employer disability/vets. Zurich complies with 18 U.S. Code § 1033. Please note: Zurich does not accept unsolicited CVs from agencies. Preferred vendors should use our Recruiting Agency Portal. Location(s): AM - San Francisco, AM - Seattle Remote Working: Hybrid Schedule: Full Time Employment Sponsorship Offered: No Linkedin Recruiter Tag: #LI-BN1 #LI-DIRECTOR #LI-HYBRID

Zurich is looking for an experienced Large Casualty Underwriter to join our National Account Team as an AVP Underwriting Director. We are open to this role being in one of the following office locations in the West region: San Francisco, Los Angeles or Denver. This role will assist in the achievement of profitable production growth and strong renewal retention of our Large Casualty business through evaluating, pricing and negotiating highly complex large-scale commercial insurance risks and cultivating broker and client relations. This is a highly technical and market-facing position. Experience with Casualty lines of business is needed for this role. As a member of Zurich's Underwriting Team, you will enjoy the opportunity to fully apply and hone your underwriting and marketing skills. Specifically, you will underwrite and analyze new and renewal business utilizing The Zurich Way of Underwriting Framework within delegated authority levels. Our Underwriters are market-facing with objectives focused on profitable growth and superior service to our broker partners and customers. Our motto: One Carrier, One Solution, we are selling Domestic Casualty business together with Umbrella, Property, Financial Lines, Cyber and International to provide a holistic solution to large, complex customers. The AVP, Underwriting Director – Large Casualty is responsible for: • Underwriting, analyzing, and generating new and renewal business, • Market facing and production within the Large Casualty, National Accounts division, • Administering and monitoring underwriting rules and guidelines, insurance laws and regulations and rating manual rules, • Developing and maintaining broker relationships in the San Francisco/Northern CA region, • Working within broad limits and authorities on highly complex assignments AVP, Underwriting Director Required Qualifications: • High School Diploma or Equivalent and 7 or more years of experience in the Underwriting or Market Facing area. OR • High School Diploma or Equivalent and 14 or more years of experience in the Claims or Underwriting Support area OR • Zurich Certified Insurance Apprentice including an Associate Degree and 5 or more years of experience in the Underwriting or Market Facing area OR • Zurich Certified Insurance Apprentice including an Associate Degree and 12 or more years of experience in the Claims or Underwriting Support area AND • Experience with Microsoft Office Preferred Qualifications: • Bachelor’s Degree, • Experience in Large Casualty underwriting, • Strong verbal and written communication skills, • Microsoft Office experience Your pay at Zurich is based on your role, location, skills, and experience. We follow local laws to ensure fair compensation. You may also be eligible for bonuses and merit increases. If your expectations are above the listed range, we still encourage you to apply—your unique background matters to us. The pay range shown is a national average and may vary by location. The proposed Salary range for this position is $130,000.00 - $215,000.00, with short-term incentive bonus eligibility set at 20%. We offer competitive pay and comprehensive benefits for employees and their families. [Learn more about Total Rewards _.] Why Zurich? At Zurich, we value your ideas and experience. We offer growth, inclusion, and a supportive environment—so you can help shape the future of insurance. Zurich North America is a leader in risk management, with over 150 years of expertise and coverage across 25+ industries, including 90% of the Fortune 500®. Join us for a brighter future—for yourself and our customers. Zurich in North America does not discriminate based on race, ethnicity, color, religion, national origin, sex, gender expression, gender identity, genetic information, age, disability, protected veteran status, marital status, sexual orientation, pregnancy or other characteristics protected by applicable law. Equal Opportunity Employer disability/vets. Zurich complies with 18 U.S. Code § 1033. Please note: Zurich does not accept unsolicited CVs from agencies. Preferred vendors should use our Recruiting Agency Portal. Location(s): AM - San Francisco, AM - Denver, AM - Greenwood Village, AM - Los Angeles Remote Working: Hybrid Schedule: Full Time Employment Sponsorship Offered: No Linkedin Recruiter Tag: #LI-WL1 #LI-DIRECTOR #LI-HYBRID

Job DescriptionFederal Account Manager - West Coast Federal Account Manager Summary: The Federal Account Manager is a field-based role responsible for the development, management, and execution of sales strategies within the Federal Government markets, specifically Veterans Administration (VA) and Department of Defense (DoD) systems. Representing client companies supported by GSMS / WSI, the Federal Account Manager will drive product awareness, sales growth, and market share within assigned territories. This role requires a comprehensive understanding of the federal healthcare system and its operational protocols. The ideal candidate will be highly skilled in relationship building, business planning, and cross-functional coordination, ensuring successful engagement with both client and federal stakeholders. General Duties and Responsibilities:Federal Sales Responsibilities: • Promote client company products to targeted VA and DoD healthcare professionals and decision-makers, • Develop and implement strategic sales plans for assigned territory, • Build long-term, value-driven relationships with federal healthcare providers, administrators, pharmacy staff, contracting officers, and policy makers, • Identify key stakeholders and decision-makers within each account to maximize product access and adoption, • Customize and execute business plans tailored to the policies, procedures, and goals of each target account, • Coordinate effectively with client company field teams and leadership to align messaging and resources, • Monitor and report on performance metrics to ensure achievement of client objectives, • Maintain a high level of clinical knowledge within the Oncology spaceFederal Market Navigation:, • Understand and navigate the complexities of VA/DoD systems, formularies, procurement pathways, and contracting, • Support product access through education, advocacy, and facilitation of internal processes unique to federal institutions, • Ensure timely and compliant responses to medical inquiries and contracting discussions, • Represent GSMS / WSI and client companies at appropriate federal healthcare conferences and meetingsSupervision:, • Received: National Sales Manager or equivalent Client Services Leadership, • Given: NoneRequired Qualifications:, • BA/BS degree required, • Minimum of 5 years of field sales, hospital sales, managed care, marketing, or sales management experience, • Maintain a high level of clinical knowledge within the Oncology space, • Direct experience with Federal Government Healthcare Sales (VA/DoD) strongly preferred, • Prior military experience beneficial, • Strong interpersonal, organizational, and communication skills, • Willingness to travel up to 75% within assigned region, • Must reside within or near the West Region of the US The hiring range for this position is $115,000 to $135,000 per year. The base pay actually offered will take into account internal equity and also may vary depending on the candidate's geographic region, job-related knowledge, skills and experience among other factors. A bonus may be provided as part of the compensation package, in addition to a full range of other health and welfare benefits. Compensation details: 115000-135000 Yearly Salary PI5c86b3c2907f-25405-41405652

Job Description Cardinale Automotive Group is a world-class organization of happy employees. Relationships are the foundation of our success. With every vehicle sold, every automobile serviced, every customer interaction and every new hire brought onboard – we strive to create outstanding and long-lasting relationships. This means listening, caring and understanding. After forty years of success, we're proud to call ourselves one of the nation's top performing dealer groups. What We Offer: • Health, Dental, and Vision offered after 90 days, • Each year we look to provide the very best insurance we can offer., • 401k provided by Empower, • Ancillary insurance provided by Allstate, • FSA offered., • Life Insurance provided for and paid by Cardinale Automotive Group. Responsibilities • Provide recommendations and assistance to customers in order to arrange the financing of their purchases., • Present customers with additional product offerings to enhance their vehicle and ownership experience., • Ensure sales are structured to produce the highest profitability., • Maintains proficiency and certifications as required for the position., • Accurately desks deals, submits deals to lenders for approval, makes credit decisions, and effectively closes deals., • Ensure every deal is fully aligned with local, state and federal guidelines., • Prepares paperwork, contracts and delivers deals., • Accurately audit team deals Post-Sale and deeply analyze for improvements., • Guarantee the expeditious funding of all contracts. Qualifications • Automotive Finance experience, • Eagerness to improve, • College degree preferred or equivalent experience, • Knowledge of dealership finance and insurance procedures, • Proficient at structuring deals for maximum profitability, • Well-versed in title laws and registration process, • Professional personal appearance and extraordinary verbal/written communication skills, • Expertise in negotiation and presentation skills, • Valid driver’s license We are an equal opportunity employer and prohibit discrimination/harassment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Senior Financial Analyst to join our Finance team in a dynamic, challenging, mission-driven healthcare environment. Hybrid with growth potential. Report to the Director of FP&A. You will be tackling challenges. responsible for advanced financial analysis, financial modeling, and forecasting to drive strategic decisions. Duties include budgeting, identifying cost-reduction opportunities, and presenting findings to senior management.. Job Duties • Moderate to complex financial modeling builds, perform in-depth analysis, and call out risk issues., • Responsible for driving the budget process for JHRC and Frank Residences census and non-staffing operational expenses, • Analyzes and reviews related monthly budget variances with budget holders, identify drivers and document/follow up on action items. Provide support to budget holders on financial reporting and analyses needs., • Generate reports and key performance metrics for expense management, • Lead administrator for Prophix (budgeting tool) database is up to date with staffing related data (payroll, hours, etc.) in synch with payroll cycle for real-time reporting needs., • Perform other duties as assigned. Experience and Abilities • Advanced analytical skills, can build finance models from scratch, • Excellent presentation and communication skills, • Bachelor’s degree required, Finance, Business, Statistics, or Accounting, • Minimum of five years of finance or accounting experience, • Strong communication, leadership, and analytical thinking abilities, • Advanced proficiency in MS Excel (modeling, macros) and proficiency in financial systems (e.g., Prophix, Adaptive, Essbase, Netsuite, Sage/Intaact). Salary range $100,000-$130,000 #LI-AS1 #INJUN2026 #LI-hybrid

Payroll Accountant • ADP Workforce Now experienced payroll professional, • Hybrid 2 days in office in the city and work in a team Payroll Accountants supporting a 1200 employee company, • Positive Work Environment - Collaborative teamwork with a great Manager, • Company reputation and organizational culture - Certified Great Place to Work, • Stability and longevity - not moving out of CA RESPONSIBILITIES: • Process biweekly payroll as part of a team using ADP Workforce Now software., • Update and prepare all management reporting relating to payroll data., • Perform a timely and accurate monthly close process for all payroll functions, including reconciliations of accounts and systems and review of all accruals., • Update the payroll system for all employee changes and prepare related reports., • Prepare all medical, dental, garnishment and benefit contribution and billing reports., • Maintain time management software, including time clocks and timesheets access for staff., • Process new hire paperwork and other related payroll changes and interface with Human Resources as necessary., • Provide employees with information regarding time recording and paychecks and assist in resolving discrepancies with paychecks., • Review and upload 403(b), FSA and other data to third party administrator as necessary., • Calculate and file data for City or other government contract purposes., • Download and prepare General Ledger (GL) journal entries for monthly payroll, workers compensation, accrued or other benefits., • Manage benefit administration, working closely with HR, including reconciling medical, dental, life insurance and flexible spending accounts as well as personnel audits, 403(b) process, special projects and reporting., • Compile schedules to be used by external auditors in their annual audits., • Compile and manage all information for Department of Labor, Workman Comp, 403(b) plan and other audits., • Distribute annual W-2s and other forms as needed. QUALIFICATIONS: • An Associate, Bachelor's and/or Master's degree in Finance or Accounting., • Three plus years of payroll experience with a ADP Workforce Now for 300 or more employees., • A team player with attention to detail, the ability to meet deadlines, and manage multiple projects in a fast-paced environment., • Customer service and communication skills including the ability to interact effectively and independently with peers, other departments and senior management across the organization., • Intermediate Advanced knowledge and use of Microsoft Excel #INAUG2026 #LI-AS1 Range $70,000-$90,000 DOE

Accountant Position Overview Our client, a nationally recognized leader in the arts, is seeking a detail-oriented and organized Accountant with experience to join their amazing accounting and finance team. The Accountant will play a crucial role in ensuring accurate and timely processing of invoices, reimbursements, and payments. Key Responsibilities • Process accounts payable transactions accurately and detailed., • Match invoices with purchase orders and receipts, verify coding, and obtain approval for payment., • Prepare and perform check runs, wire transfers, and ACH payments., • Reconcile vendor statements and resolve discrepancies., • Maintain accurate records of accounts payable transactions in Sage Intacct., • Assist with month-end closing activities related to accounts payable., • Respond to vendor inquiries and maintain positive relationships with vendors., • Assist with audits as necessary and provide documentation as required., • Filing previous fiscal year paperwork and labeling., • Maintain vendor information, including W-9s, as needed for year-end 1099 issuance. Update and maintain authorized vendor list. Prepare 1099s at year end. Qualifications • An Accounting degree, • 5 plus years of experience plus in accounts payable and general accounting., • Experience in Sage Intacct software., • Attention to detail and accuracy in processing invoices and payments., • Strong organizational and time management skills., • Ability to work independently and as part of a team in a fast-paced environment., • Excellent communication skills, both verbal and written. #LI-AS1 #INJUL2026

Job Description Bank Teller – Universal Banking Representative -Bilingual Cantonese or Mandarin - Entry Level Bank of the Orient is an independent Asian Community Bank that has proudly served the financial needs of multiple Bay Area communities for over 55 years and Texas area.. We are well known for our commitment to providing the highest level of personal service to our customers; we take a personal interest in our communities' unique banking needs, we are dedicated to providing integrity in banking and financial services, we provide high quality dependable service by being accessible and reliable. We are committed to excellence in everything we do. We have openings for full-time Universal Banking Representative at our Richmond Branch in San Francisco. Primary responsibilities will be to provide basic teller services; process transactions accurately and efficiently in accordance with established policies and procedures; identify customer needs and refer financial products and services; act as the Bank’s first contact to the customer; consistently seek to meet customer service standards; and ensure regulatory requirements, such as AML and BSA are adhered to. Job Duties: • Processes a variety of bank transactions within established guidelines, and cross-sells bank products and services to customers., • Receive commercial and individual checking deposits by verifying cash endorsements and issuing receipts. Accepts checks for cashing after verifying endorsements, validity and funds., • Process savings deposits and posts accordingly on passbooks; pays savings withdrawals after verifying balance and signature., • Receive loan payments, federal tax deposits, food coupons and bank-by-mail deposits. Sell cashier's checks and money orders., • Operate teller terminals to record deposits, "CASH-INS" and "CASH-OUTS" and make inquiries on accounts., • Balance daily cash and prepares teller sheet. Maintain maximum security over all cash on hand., • Assist customers with safe deposit boxes following appropriate safety and security procedures., • Handle wire remittance transfer requests within established guidelines., • Respond to customer transactions and inquiries such as collections and exchanges. Language: • Mandarin or Cantonese (Required) Min. 6 mos cash handling experience preferred. We will provide training. Previous retail branch operations experience are a plus. We offer competitive salaries and comprehensive benefits. Branch hours: M – F; and Saturdays. No walk-ins. No phone calls. Candidate will be subject to investigation through credit checks, reference checks, background checks and fingerprinting checks performed at the time permissible under relevant law. Visit our website at: www.bankorient.com for additional information. Bank of the Orient is proud to be an Affirmative Action, Equal Opportunity Employer.

Regional Cyber-Technology Insurance Underwriter. Underwriter for an A++ rated Insurance Company.

Job Description Job Title: Personal Financial Advisor (Private Wealth) Job Type: Contractor - US ONLY Location: Remote Job Summary: In this role, you'll apply your expertise to help train next-generation AI systems. Your work will shape how models learn, reason, and perform through high-quality, real-world input. No prior experience in AI is required — your domain knowledge is what matters. Key Responsibilities: • Deliver personalized, actionable financial guidance spanning budgeting, investment planning, retirement strategies, and debt management., • Review and assess realistic client scenarios to inform the development of advanced AI-assisted financial planning tools., • Provide clear, structured written feedback to help enhance AI systems' ability to support advisors and end clients with diverse financial needs., • Communicate complex financial concepts in a client-centric, easily understandable way., • Utilize strong judgment to balance immediate financial needs with long-term planning considerations., • Ensure all guidance reflects up-to-date regulatory compliance and best practices in private wealth management., • Act as a subject matter expert to ensure AI outputs reflect high-quality, thoughtful advice aligned with industry standards. Required Skills and Qualifications: • 3+ years of hands-on experience in personal financial advisory or private wealth management, advising individual clients., • Proven ability to build trust and rapport with high-net-worth or mass affluent clients., • Deep knowledge of financial planning, investment management, retirement planning (401k, IRA, etc.), and debt management., • Solid grasp of tax-aware strategies and regulatory frameworks relevant to personal finance., • Excellent written and verbal communication skills, with an ability to translate complex advice into clear, actionable steps., • Exceptional judgment and decision-making capability in high-impact client scenarios., • CFP, CFA, or equivalent credential required. Preferred Qualifications: • Direct experience at leading financial institutions such as Schwab, J.P. Morgan, Morgan Stanley, Bank of America Merrill Lynch, or Chase Private Banking., • Exposure to AI-assisted financial planning tools or processes (helpful but not required)., • Track record of delivering high-quality advice that balances both technical accuracy and client-centric clarity. Join our customer's team and leverage your expertise to help design the next generation of AI-assisted financial advisory solutions. This high-bar role offers you the chance to impact how tomorrow's advisors and clients will make better financial decisions—through your expert input, judgment, and real-world experience.

Job DescriptionBenefits: • Bonus based on performance, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development, • Vision insurance Transition Your Business Development Skills into a Career in Financial Services with Northwestern Mutual - San Francisco! Your ability to build relationships, understand client needs, and deliver tailored solutions could make you an ideal fit for a rewarding career in financial services. We are seeking business development and client-facing professionals with backgrounds in industries such as insurance, auto, advertising, pharmaceuticals, medical equipment, logistics, real estate, industrial equipment, or media. • Leverage Your Client-Facing Expertise: Your background in business development or consulting has given you strong communication and negotiation skills. In financial services, you could use those same strengths to educate clients, guide decision-making, and build long-term trust., • Build Meaningful Relationships: Just as you’ve cultivated strong client partnerships in your previous roles, this career could offer the opportunity to create lifelong connections while supporting clients through every stage of their financial journey., • See the Impact of Your Work: In business development, you’ve helped organizations and individuals achieve growth. In this role, you could see the direct impact of your guidance as families and communities gain lasting financial security., • Unlock Unlimited Earning Potential: A career in financial services could provide significant earning opportunities, along with a clear path for professional growth and leadership.Our thriving office is located at: 555 Mission St. Floor 16, San Francisco, CA 94105 Meet Our Local Team: Giordano Salvetti – Financial Advisor/Growth & Development Director: • Time with NM: 5 years., • Prior Experience: Graduated from Sonoma State University with a degree in Economics. Worked as a representative, selling wine and spirits, and has experience as an intern., • Passionate About: Second-generation San Francisco native from the North Beach neighborhood. Loyal fan of the 49ers, Giants, and Warriors. Enjoys family time in Lodi, golf trips with friends, and time with his cat Bonnie and fiancée, whom he met at NM.Chris Andrews – Private Wealth Advisor:, • Time with NM: 18 years., • Prior Experience: Stanford graduate and former healthcare consultant before launching his NM practice in 2007., • Passionate About: Lives in Menlo Park with his wife, their children, and labradoodle Nugget. Enjoys supporting his kids in theater and sports, attending Stanford tailgates, wine tasting, traveling, and weekend getaways.Christopher Welton, MBA, CFP – Wealth Management Advisor:, • Time with NM: 13 years., • Prior Experience: Founded and sold an online children’s party rental company. Held leadership roles in product management at startups, including idealab and Oversee.net. Then began a career in investment banking., • Passionate About: Lives in the SF Bay Area with his wife, Rosa. Loves cooking, hiking in the redwoods, and hosting friends. Earned a Political Science degree from Amherst College and an MBA in Strategy and Finance from UCLA Anderson.Doug Turner – Financial Advisor:, • Time with NM: 5 years., • Prior Experience: Brings a wealth of experience in entertainment marketing and large-scale events, having held senior leadership roles overseeing special projects, brand partnerships, and experiential campaigns for major media, lifestyle, and financial brands., • Passionate About: Native of the East Coast and Northwestern University graduate. Has lived in Japan and the UK, traveled extensively with his family, and enjoys Thursday trivia nights.Michael Byrne – Managing Partner:, • Time with NM: 18 years., • Prior Experience: Started at Northwestern Mutual as a college intern while attending Maryville University of St. Louis, later serving as Field Director, Assistant Regional Manager, and ultimately being appointed Managing Partner., • Passionate About: Lives with his wife and their three children, and three King Charles Cavaliers—Ruby, Henry, and Quincy. Enjoys spending time at home and in Tahoe with his family, attending Giants games, and taking motorcycle trips across the country with friends.Position Responsibilities:, • Educate clients on financial planning and insurance options., • Provide excellent customer service and build lasting relationships., • Collaborate with a local supportive team.Position Requirements:, • Strong communication and interpersonal skills., • Goal-oriented with a desire to succeed., • Life insurance license and FINRA certifications (or willingness to obtain).Benefits:, • Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications., • Income Potential: Competitive compensation structure including performance incentives, with no ceiling., • Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors., • Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals., • Retirement Benefits: Company-funded pension and contributions to PFGF—our version of a profit-sharing retirement plan designed to support your long-term financial future., • Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Michael Byrne is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.

Job Description Location: San Francisco, New York City, or Lehi, Utah 3 days/week Travel: 25–35% About Rocketlane Rocketlane is the leading modern professional services automation platform for customer onboarding and implementation teams — a single system that combines project management, collaboration, time tracking, billing, forecasting, and automation for post-sales teams managing complex customer rollouts. Rocketlane is consistently recognized as the #1 platform in Client Onboarding on G2 and is winning upmarket against a field of legacy, PE-owned tools that were never built for modern delivery teams. The company recently closed a $60M Series C, after doubling revenue for two consecutive years (110 NRR). That growth happened before the launch of Nitro, Rocketlane's new agentic AI layer — which makes now a particularly strong moment to join from an equity and impact standpoint. Nitro changes what services teams can deliver with the same headcount, expands deal sizes, and is becoming a meaningful new expansion engine across Rocketlane's existing customer base. The Role Rocketlane is hiring a Manager of Global Expansion to build and lead the team responsible for expansion revenue across Rocketlane's top-tier customers. You will manage a global pod of Strategic Account Managers — three today, growing to four, in the US, plus two in India — each owning roughly 50 named accounts within Rocketlane's top 100 customers. These accounts sit on long-term contracts, so churn risk is low and the team's full focus is on adoption, expansion, and new revenue: growing usage of Nitro and Rocketlane's broader platform, adding seats, upgrading support tiers, and expanding into new teams, departments, and subsidiaries. This is a builder's role. You'll inherit a young, high-potential function and are expected to establish the playbook, hiring bar, and forecasting discipline as you go — effectively running a zero-to-one motion for Nitro's product-market fit inside a fast-scaling company. Responsibilities • Recruit, manage, and coach a global team of Strategic Account Managers — 3 (growing to 4) in the US and 2 in India — each carrying a book of roughly 50 named strategic accounts., • Own global expansion quota of the entire team., • Build and continually refine the expansion playbook — account planning, pipeline stages, and forecasting cadence — for Nitro and Rocketlane's broader product line., • Drive team-wide adoption and expansion of Nitro and other AI-driven capabilities, effectively owning early product-market-fit signal for Rocketlane's newest product., • Provide hands-on deal coaching on six-figure, multi-stakeholder expansion opportunities, and engage directly with senior/executive stakeholders on strategic or escalated accounts., • Partner with Customer Success, Product, and Marketing to align on customer outcomes and surface new expansion opportunities., • Set and hold the team accountable to individual and team quota, with disciplined, predictable forecasting reported to Sales leadership., • Recruit and ramp toward a 4-person US team over the first year while maintaining performance across the existing team. What Success Looks Like • Global team consistently hits or exceeds the combined expansion quota., • Strong, measurable adoption of Nitro across the strategic account base., • A repeatable expansion playbook and forecasting process operating across both the US and India teams., • A reputation as a hands-on player-coach — someone who builds process and still rolls up their sleeves on strategic deals. Qualifications • 2–3 years managing a true expansion team (named accounts) — not a net-new sales management background. 5+ years of experience in account management, enterprise sales (six-figure deals specifically), or expansion-focused roles in B2B SaaS., • Proven history of hitting growth or expansion targets within existing accounts, both individually and as a people manager., • Experience selling multi-product or platform solutions., • Comfortable with startup ambiguity — resourceful, scrappy, and able to build process rather than simply inherit it., • Strong relationship-building skills with senior and executive stakeholders., • High level of organization and attention to detail; comfort working cross-functionally with Customer Success, Product, and Marketing., • Experience managing a distributed or global team is a plus., • Experience selling AI, automation, or workflow platforms is a plus. Why Rocketlane Rocketlane is defining the future of post-sales execution, with strong product-market fit, a differentiated AI roadmap in Nitro, and a customer base with significant untapped expansion potential. This role is a rare combination of strategic scope and startup ownership: you'll build a global expansion function from the ground up, work directly with senior Sales leadership, and play a defining role in Rocketlane's next stage of growth.

Opportunity to join the industries top AI Consulting firm // Working with the world’s top brands to execute data initiatives in artificial intelligence // FULLY REMOTE This Jobot Job is hosted by: Craig Rosecrans Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $150,000 - $185,000 per year A bit about us: We are seeking a dynamic and experienced Senior Machine Learning (ML) Solution Architect to join our team. This is a unique opportunity to shape the future of our ML applications and contribute to the development of our technology stack. The successful candidate will be responsible for designing, implementing, and maintaining ML solutions that will have a direct impact on our business and customers. This is a permanent position that offers a challenging and rewarding work environment, where innovation and initiative are highly valued. Why join us? • Competitive Base Salary, • Company paid health plan for employees, • Flexible Hours, • Very generous PTO, • Dental and Vision, FSA, HSA, • Small team, autonomy, • Many more great perks! Job Details Responsibilities: • Design and build robust and scalable ML solutions to meet business requirements., • Work closely with data scientists and engineers to implement and deploy scalable ML solutions into production., • Develop and maintain data pipelines for large scale data processing., • Use tools such as Spark, Snowflake, Python, and Scala to handle data extraction, cleaning, and transformation., • Implement best practices for ML development, including testing, documentation, and version control., • Collaborate with cross-functional teams to understand their needs and translate them into ML solutions., • Provide consulting services to internal and external stakeholders on ML best practices and solutions., • Use Terraform, Docker, and other tools to manage infrastructure and deploy ML models., • Implement and manage CI/CD pipelines for ML solutions., • Stay up-to-date with the latest developments in the field of ML and introduce new technologies and methodologies as appropriate. Qualifications: • Bachelor's or Master's degree in Computer Science, Data Science, Machine Learning, or a related field., • Minimum 5 years of experience in designing and implementing ML solutions., • Strong programming skills in Python and Scala., • Experience with data pipeline tools such as Spark and Snowflake., • Proven experience in consulting, with excellent communication and problem-solving skills., • Experience with infrastructure management tools such as Terraform and Docker., • Experience in setting up and managing CI/CD pipelines., • Strong understanding of ML algorithms and principles, as well as the ability to apply them in real-world situations., • Excellent analytical and problem-solving skills, with the ability to handle complex data and ML challenges., • Strong communication skills, with the ability to explain complex concepts to non-technical stakeholders., • Self-motivated and proactive, with the ability to work independently and as part of a team., • Strong desire to learn and stay updated with the latest advancements in the field of ML. Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy

Credit Underwriter \n Bank of the Orient is an independent Asian Community Bank that has proudly served the financial needs of multiple Bay Area communities for over 55 years and Texas. We are well known for our commitment to providing the highest level of personal service to our customers; we take a personal interest in our communities' unique banking needs, we are dedicated to providing integrity in banking and financial services, we provide high quality dependable service by being accessible and reliable. We are committed to excellence in everything we do. \n \n Currently we are seeking a Credit Underwriter. The successful candidate will be responsible for the maintenance and development of an assigned portfolio of loan relationships. Acts as a consultant to clients and a resource to the bank in developing and retaining business. Will underwrite a wide variety of complex secured and unsecured loans and lines of credit. Analyzes financial statements, financial ratios, tax returns, and other documents to evaluate risk exposure and prepares written loan recommendations that are consistent with bank objectives. In complex situations, may work directly with the client and or the account officer to determine the most appropriate financing solution. Processes loan applications received from assigned branches or business development officers (BDO’s). Corresponds with branch managers or business development officers to communicate progress of application and ultimate action. Provides branch managers or BDO’s accurate and timely advice, explanation, and guidance on loan packaging, pricing, underwriting issues and policies, structuring, and negotiating of new or existing loan requests. Makes joint calls with Branch Manager or BDO’s to enhance key relationships and/or to better assess credit risks in relatively substantial and complex credit requests. Ensures that loan delivery to the client is properly coordinated and communicated with the Branch Managers/ BDO’s to ensure customer satisfaction and goodwill. Works with the Branch Manager to develop, enhance, cross-sell, and to maintain a full-banking relationship with assigned borrowers. \n \n Requires a Bachelor's degree in Finance or Accounting or related field. Three to Ten years of experience in credit underwriting of commercial loans, with a thorough understanding of commercial lending, loan documentation, real estate secured transactions, valuation methodologies, lending regulations, and financial and credit analysis. Ability to use creativity, knowledge, and experience to structure loans in a manner that is mutually beneficial to the customer and to the bank. Must be able to work autonomously to make sound credit decisions and be able to assume an appropriate level of responsibility commensurate with experience. Outstanding written and verbal communication skills. Attention to detail and accuracy in all aspects of work assignments. Strong Organizational Skills with the ability to set priorities and meet deadlines. Intermediate PC skills with MS Word and Excel. \n \n Bilingual in Chinese a plus. \n \n Email resume to: Career@bankorient.com \n \n Visit our website at: www.bankorient.comfor additional information. \n \n Bank of the Orient is proud to be an Affirmative Action, Equal Opportunity Employer.

Commercial Lines Account Manager - Remote \n \n The Company: \n \n A top insurance agency is excited to add a Commercial Lines Account Manager to its growing team!! This agency values its clients and is committed to providing the best customer experience. You will have the opportunity to join an experienced team of Account Managers who also have the support of Assistant Account Managers to help contribute to a better work-life balance. \n \n What’s in it for you: \n \n\n • Salary: $65,000 - $90,000 annual salary, depending on experience\n, • Schedule: Fully remote schedule\n, • Benefits: 100% employer-paid benefits: medical, dental, and vision, and a 401(k) plan with matching\n, • Paid Time Off: Paid time off and paid holidays\n\n \n What we need from you: \n \n\n • Experience - You have at least 3+ years of Commercial Lines Account Manager experience\n, • Licensed - You have your active Property & Casualty license\n, • Knowledge - You are extremely knowledgeable of insurance products, markets, ratings, and underwriting procedures\n, • Software – You are familiar with Applied Epic, and/or agency management software, Microsoft Office, carrier websites, and other software systems as needed for the position\n\n \n The Key Responsibilities: \n \n\n • Check policies with submission, quotation, and proposals\n, • Create the proposal booklets under the direction of the Account Executive\n, • Make any proposal adjustments and quotations from client meetings with the producer\n, • Check endorsements against Account Executive requests\n, • Collaborate with Producers to provide binders of insurance and get approval for client sign-off\n, • Prepare applications for submission with underwriting information provided by the producer\n, • Follow up with Markets for quotations and issue auto ID cards\n\n \n Apply Now! \n \n Why Insurance Relief™? \n \n As a businessperson in the insurance industry, it is an advantage to partner with a staffing expert and ally who understands your unique skills and needs. With vast experience in the insurance arena, Insurance Relief™ works with brokers, carriers, and third-party administrators to locate and place the best people for positions ranging from entry-level to senior management. We invest the time to truly understand what you want to accomplish and then do our best to find meaningful opportunities. \n Insurance Relief™ provides ample opportunities for you to put your skills to work so if this position is not quite the fit for you please give us a call to hear about all of the other opportunities we have available.

Job Description About the job Mercor connects elite creative and technical talent with leading AI research labs. Headquartered in San Francisco, our investors include Benchmark, General Catalyst, Peter Thiel, Adam D'Angelo, Larry Summers, and Jack Dorsey. Position: Retail Banking Expert Type: Contract Compensation: $60–$70/hour Location: Remote Role Responsibilities • Construct enterprise retail banking scenarios spanning large-scale deposit and lending operations, multi-stakeholder branch network decisions, and complex regulatory examination or compliance review cycles., • Build tasks across F500 consumer lending (mortgage, auto, personal), branch and digital banking operations, credit risk and underwriting, fraud prevention, and customer experience/retention strategy., • Develop retail banking operations scenarios involving tools such as core banking platforms (FIS, Fiserv, Temenos), loan origination systems (LOS), CRM platforms, and fraud detection/AML monitoring tools in F500 stacks., • Apply enterprise retail banking frameworks (credit risk scoring models, CFPB/regulatory compliance standards, omnichannel service design, KYC/AML protocols) and produce reference lending policies, risk assessments, and executive-level operational narratives., • Author rubrics that distinguish authentic enterprise retail banking judgment from generic textbook or licensing-exam-level recall. Qualifications Must-Have • 5+ years working in consumer lending, branch operations, credit risk, or compliance at a Fortune 500 retail bank (JPMorgan Chase, Bank of America, Wells Fargo, Citi, U.S. Bank)., • Direct ownership of F500-scale lending portfolios, branch/digital banking operations, or regulatory compliance programs., • Fluency in enterprise retail banking tooling and frameworks, plus understanding of how F500 regulatory examinations (OCC, CFPB, FDIC), KYC/AML compliance, and credit risk governance actually work. Preferred • Prior rubric, banking-training curriculum, or policy/risk documentation authorship is a plus. Application Process (Takes 20–30 mins to complete) • Upload resume, • AI interview based on your resume, • Submit form Resources & Support • For details about the interview process and platform information, please check: https://talent.docs.mercor.com/welcome, • For any help or support, reach out to: support@mercor.com PS: Our team reviews applications daily. Please complete your AI interview and application steps to be considered for this opportunity.

The ideal candidate will have substantial exposure to monthly closing processes, forecasting and budgeting, and customer billing. They will be organized and approach each issue with an analytical mindset. Responsibilities • Ensure business transactions are reported in accordance with generally accepted accounting principles, • Work closely with team members to assist with the month-end close, • Assist with the annual audit process including the draft of the financial statements and related notes, • Research and analyze expense variances for company management Qualifications • 3+ years' of professional accounting experience, • Bachelor's degree in Accounting, Finance, or Economics or equivalent experience, • CPA preferred

Global institutional asset management firm and multi-strategy hedge fund headquartered in San Francisco is seeking an Accounts Payable Receivable Staff Accountant to join their accounting team on a temporary basis! In this role, you will enter and process high volume accounts payable and receivable transactions under the direction of the Accounting Manager. This role is perfect for a problem solver who has top organization skills and previous accounting experience. Please note, this is a hybrid (Fri. WFH), temporary role in downtown San Francisco, CA. Pay will be $65/hr. Responsibilities: • Complete payments and control expenses by receiving, processing, verifying, and reconciling invoices and receipts, • Reconcile processed work by verifying entries and comparing system reports to balances, • Charge expenses to accounts and cost centers by analyzing invoice/expense reports, recording entries, • Set up new vendors ensuring they are compliant with organizational policies and procedures, • Assist the Accounting Manager in process and procedures improvements, • Respond to staff and vendor requests/inquiries, • Assist management in other accounting related projects or needs, • Complete accounting administrative tasks Qualifications: • Experience with complex accounting systems (Oracle, SAP, Netsuite preferred) in payables and receivables, • Ability to work in a fast-paced, team environment, • Great time management skills and proven ability to meet deadlines, • Exceptional attention to detail and highly organized, • Proficient working with spreadsheets and word processing software, • Driven and diligent work ethic, • Experience using Concur is a nice to have! You can use www.workgrades.com to collect and manage your references for free and share them with us or anyone else you choose. Candidates with references are always preferred by our clients. Now is the most important time to stand out from the crowd. We suggest that you ensure you have updated your LinkedIn profile and that you start collecting your references early. We will consider qualified candidates with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance.

We are seeking an experienced Senior Accounts Payable Analyst to support the company’s accounts payable operations and ensure invoices, payments, and expense transactions are processed accurately and on time. This individual will work closely with Accounting, Finance, Procurement, employees, vendors, and other business partners. The ideal candidate has strong accounts payable experience, excellent attention to detail, and the ability to manage a high volume of transactions in a fast-paced environment. About the Role Key Responsibilities • Review, code, and process vendor invoices accurately and on schedule, • Manage payment runs, including ACH, wire transfers, checks, and other payment methods, • Review invoices for proper approvals, supporting documentation, and accounting classifications, • Reconcile vendor statements and research invoice or payment discrepancies, • Respond to vendor and employee inquiries in a timely and professional manner, • Maintain accurate vendor records, payment information, and tax documentation, • Support vendor onboarding and verify required documentation, • Review employee expense reports for compliance with company policies, • Partner with Accounting during month-end close, including preparing accruals and reconciling accounts payable balances, • Assist with prepaid expenses, credit card reconciliations, and other accounting schedules, • Prepare accounts payable reports and monitor outstanding invoices and payment activity, • Support Form 1099 preparation and year-end reporting, • Assist with internal and external audits by preparing requested documentation, • Identify opportunities to improve accounts payable processes, controls, and reporting, • Support accounts payable system implementations, upgrades, testing, and special projects, • Provide guidance and training to junior accounts payable team members as needed Qualifications • Bachelor’s degree in Accounting, Finance, Business Administration, or a related field preferred, • 4 or more years of accounts payable or related accounting experience, • Experience managing high-volume invoice processing and payment operations, • Strong understanding of accounts payable processes, internal controls, and general accounting principles, • Experience with accounting or ERP systems such as NetSuite, Oracle, SAP, Workday, or similar platforms, • Familiarity with expense and payment systems such as Concur, Coupa, Bill.com, or similar tools is a plus, • Strong Excel skills, including pivot tables, lookups, and data analysis, • Excellent attention to detail and organizational skills, • Strong communication, problem-solving, and vendor-management skills, • Ability to manage multiple priorities and meet strict deadlines, • Ability to handle confidential financial information with discretion

About the Firm A growing private investment management firm, with deep expertise in both private equity and real estate, is seeking an Assistant Controller to support its fund accounting and reporting function. With a strong national presence and a collaborative culture, the firm emphasizes professional growth, integrity, and excellence in service to its investors. The Opportunity The Assistant Controller will be a key member of the accounting team, working closely with the Fund Controller and senior leadership. This role offers the chance to gain broad exposure to fund operations, contribute to investor reporting, and support strategic initiatives as the firm continues its expansion. Key Responsibilities • Partner with the Fund Controller on all aspects of fund-level accounting and reporting, • Prepare and review quarterly and annual investor reporting packages, • Manage consolidations, reconciliations, and investment account roll-ups, • Oversee audits and tax engagements, serving as the primary contact for external partners, • Ensure accuracy and timeliness of fund financial statements and performance metrics, • Collaborate with internal teams on cross-functional projects and special initiatives, • Monitor fund performance and provide analytical insights to leadership Qualifications • Bachelor’s degree in Accounting, Finance, or related field, • 5+ years of relevant experience in fund accounting, investment management, or public accounting, • CPA designation (or progress toward) strongly preferred, • Background in private equity or real estate funds is advantageous, • Strong understanding of partnership and fund accounting principles, • Excellent analytical, communication, and organizational skills Compensation • $165K-$195K base, • This compensation range is a good faith estimate of the expected wage range you can expect to be paid upon hire. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

An elite, high-leverage quant firm is building a self-improving hedge fund powered by thousands of machine learning models—increasingly designed and refined by AI itself. This is already how the fund compounds edge every day. They are forming a small team with one mandate: build AI that conducts quantitative research autonomously and continuously. No bureaucracy. No politics. Significant equity. Extreme ownership. The ideal candidate holds a PhD in mathematics, statistics, physics, EECS or a comparably quantitative field (or equivalent demonstrated depth), with 7+ years of quantitative research across more than one firm and strategies that traded real capital and made money. They bring deep working knowledge of factor models, risk decomposition, portfolio optimization, transaction cost modeling and execution, strong statistical judgment that prevents self-deception through overfitting, excellent written communication that can change someone’s mind, and the ability to own work end-to-end in Python including the unglamorous parts. Experience in global equities and cross-sectional stock selection, modern portfolio risk literature, numerical linear algebra or quadratic/conic solvers, or machine learning applied to financial prediction with a clear sense of its limits is a plus. This role expands the set of things the fund knows how to do: which signals are worth pursuing, which risk structures are worth taking, which ideas look good in backtest and reliably die in production, and where the market is genuinely exploitable. You will develop and evaluate alpha across horizons and data types, work on covariance and factor risk estimation—including estimator choice, shrinkage, conditioning and the diagnostics that catch a degrading risk model before the portfolio does—and own the optimizer, from problem formulation and constraint design to numerical conditioning, solver behavior and the sensitivity of every resulting portfolio. You will help decide what data to buy versus build, productionize what works, write clear research reports and derivations, ship them, and monitor them in live markets. This is the rarest quant research seat available: expand what a self-improving hedge fund can know and do, with extreme ownership, significant equity, and nothing standing between you and the frontier - Apply below.

Our client is a growing, highly regarded investment firm seeking an Accounting Analyst to join its expanding finance team. This is an excellent opportunity for someone early in their accounting career who wants more than a routine transactional role. You will work closely with an experienced team, receive meaningful mentorship, and gain visibility across the business. The environment is collaborative, fast-moving, and designed for someone who is eager to learn, take ownership, and grow into broader responsibilities over time. What You’ll Do • Support the monthly, quarterly, and year-end close process, • Prepare and maintain account reconciliations, journal entries, and supporting schedules, • Assist with accounts payable, cash activity, and expense reporting, • Help analyze financial data and investigate variances, • Partner with internal teams on ad hoc reporting, process improvements, and special projects, • Support audit, tax, and compliance-related requests as needed, • Contribute to building scalable accounting processes as the organization continues to grow What We’re Looking For • Bachelor’s degree in Accounting, Finance, or a related field, • 1+ years of accounting, audit, finance, or relevant internship experience, • Strong attention to detail and a genuine interest in building an accounting career, • Solid Excel skills and comfort working with numbers and financial data, • Organized, proactive, and able to manage multiple priorities, • A collaborative mindset and willingness to ask questions, learn, and take initiative Why This Opportunity • Join a high-growth organization where your work will have real visibility and impact, • Receive hands-on mentorship from experienced finance and accounting leaders, • Gain broad exposure beyond a narrowly defined accounting function, • Work with a collaborative team that values development, ownership, and thoughtful problem-solving, • Build a strong foundation for long-term growth within finance and accounting

Please reach out to ren via email at ren.friedman@roberthalf.com if you are interested in the below opening! We are a boutique wealth management firm providing personalized financial advice to a select group of clients. Our team is committed to delivering exceptional service in a warm and welcoming environment. At our firm, we believe in fostering an environment where personal and professional growth is valued. We are committed to being lifelong learners, continuously striving to improve and adapt to new challenges. We encourage our team to engage in learning opportunities, seek knowledge, and grow both personally and professionally to excel in their careers and contribute to the success of the firm. Responsibilities: (TBD) • Participate in client meetings as the financial planning resource for specialized planning matters., • Review and interpret client financial information to develop planning insights and recommendations for Advisors., • Prepare, present, and help execute customized financial plans tailored to clients' long-term objectives., • Conduct research on complex financial planning concepts, regulations, and planning strategies., • Maintain accurate client records and planning data within financial planning software and internal systems., • Create, enhance, and document departmental processes, workflows, and operating procedures., • Partner with Advisors by providing guidance on financial planning methodologies and industry best practices., • Keep the advisory team informed of legislative changes, market developments, and trends that impact financial planning. Develop comprehensive financial planning recommendations across a broad range of planning disciplines, including: • Estate Planning Strategies, • Tax-Efficient Planning, • Retirement Income & Distribution Planning, • Cash Flow & Budget Analysis, • Social Security Optimization, • Pension Benefit Evaluation, • Equity Compensation & Stock Option Planning Benefits: • 3 weeks PTO (accrued during the year), • 40 hours sick time, • Medical/Dental/Vision – 100% paid, • 401k up to $8k match (after 1 year), • Firm shuts down Christmas week, • After 5 years will get total 4 weeks PTO and $5k to spend on a vacation Please reach out to ren via email at ren.friedman@roberthalf.com if you are interested!

We are partnering with a highly regarded and growing company to identify an Accounting Manager who will play a key role in supporting its continued expansion. This is an excellent opportunity for a hands-on accounting professional who enjoys owning the close process, improving processes, and working closely with leadership in a collaborative environment. About the Role The Accounting Manager will oversee core accounting operations, ensure accurate and timely financial reporting, and help build scalable processes as the company continues to grow. Responsibilities • Lead and manage the monthly, quarterly, and year-end close process., • Review journal entries, account reconciliations, accruals, and supporting schedules to ensure accuracy and completeness., • Prepare and review financial statements, management reporting packages, and variance analyses., • Oversee general ledger activity and maintain strong accounting policies, procedures, and internal controls., • Manage key areas of day-to-day accounting, including accounts payable, accounts receivable, fixed assets, prepaid expenses, payroll-related accounting, and intercompany activity, as applicable., • Partner with cross-functional leaders to support budgeting, forecasting, cash flow planning, and business decision-making., • Support the annual audit, tax compliance, and other external reporting requirements., • Identify opportunities to improve processes, strengthen controls, and automate manual accounting workflows., • Help develop, mentor, and review the work of accounting staff as the team grows., • Support special projects and operational initiatives as needed. Qualifications • Bachelor’s degree in Accounting, Finance, or a related field., • CPA preferred, but not required., • 5+ years of progressive accounting experience, including experience owning or leading the month-end close process., • Strong knowledge of U.S. GAAP and financial reporting., • Prior experience in a high-growth, multi-entity, or fast-paced environment is a plus., • Strong Excel skills and experience working with ERP/accounting systems., • Detail-oriented with strong organizational, communication, and problem-solving skills., • Comfortable being hands-on while also thinking strategically about process improvement and scalability. Required Skills • Strong knowledge of U.S. GAAP and financial reporting., • Strong Excel skills and experience working with ERP/accounting systems., • Detail-oriented with strong organizational, communication, and problem-solving skills. Preferred Skills • CPA preferred, but not required., • Prior experience in a high-growth, multi-entity, or fast-paced environment is a plus.

We are partnering with a highly regarded and growing company to identify a Senior Accounting Manager who will play a key leadership role within the finance organization. This is an excellent opportunity for an experienced accounting professional who enjoys leading teams, owning the close and reporting process, and helping build scalable processes in a dynamic environment. The Senior Accounting Manager will work closely with the Controller and finance leadership, with broad visibility across the business and meaningful opportunity to influence how the accounting function evolves. Responsibilities • Lead and manage the monthly, quarterly, and year-end close process, ensuring accurate and timely financial reporting., • Review journal entries, account reconciliations, accruals, and supporting schedules prepared by the accounting team., • Oversee general ledger activity and ensure compliance with U.S. GAAP, company policies, and internal controls., • Prepare and review financial statements, management reporting packages, and variance analyses., • Manage, mentor, and develop members of the accounting team while fostering a collaborative, accountable culture., • Partner with cross-functional leaders on budgeting, forecasting, cash flow planning, and operational initiatives., • Support the annual audit, tax compliance, and other external reporting requirements., • Review accounting treatment for complex and non-routine transactions., • Identify opportunities to strengthen controls, streamline processes, and automate manual accounting workflows., • Assist with ERP enhancements, system implementations, acquisitions, and other strategic projects as the company continues to grow., • Serve as a trusted resource to leadership by providing thoughtful analysis and practical recommendations. Qualifications • Bachelor’s degree in Accounting, Finance, or a related field required., • CPA preferred., • 7+ years of progressive accounting experience, including meaningful management or leadership experience., • Strong knowledge of U.S. GAAP, financial reporting, and the month-end close process., • Experience working in a high-growth, multi-entity, or complex operating environment preferred., • Prior public accounting experience is a plus., • Strong Excel skills and experience with ERP/accounting systems., • Proven ability to lead, develop, and review the work of others., • Highly organized, analytical, and comfortable balancing strategic priorities with hands-on accounting responsibilities. Why This Opportunity The company has strong leadership, a collaborative culture, and meaningful growth ahead. This role offers the chance to lead an important part of the accounting function, partner directly with senior leadership, and make a visible impact as the organization continues to scale.

An elite, high-leverage quant firm is building a self-improving hedge fund powered by thousands of machine learning models—increasingly designed and refined by AI itself. This is already how the fund compounds edge every day. They are forming a small team with one mandate: build AI that conducts quantitative research autonomously and continuously. Discover new features, construct superior risk models, and radically improve how thousands of signals become a living portfolio. No bureaucracy. No politics. Significant equity. Extreme ownership. The primary focus is their system for machines performing quantitative research end-to-end. The role is to make it dramatically better at generating hypotheses, running rigorous experiments, distinguishing real signal from noise, and compounding its own discoveries. This is an open research problem at the frontier. The mandate also covers everything LLMs can unlock—extracting structure from unstructured text and filings at scale, building tools researchers actually use, and eliminating human bottlenecks. Designing rigorous evaluations that prove real impact on a live portfolio is essential. Vibes are not science. The ideal candidate has deep expertise in modern ML with emphasis on LLMs (training, fine-tuning, RL, inference, agents, evaluation), a track record of frontier work, the ability to turn ambitious research into reliable systems people use, strong software engineering, precise communication, and genuine curiosity about markets. Experience with agentic scientific discovery or LLM evaluation without clean ground truth is a plus. This is the rarest seat in AI: the chance to build the autonomous research engine that compounds a real hedge fund’s edge, with extreme ownership, significant equity, and nothing standing between you and the frontier - Apply below.

Our client is a high-growth, early-stage AI / FinTech company building production-grade AI and agentic technology for the lending industry. The company is hiring multiple exceptional Forward Deployed AI Engineers / Software Engineers in San Francisco. These positions sit at the intersection of software engineering, applied AI, product and enterprise customers. Engineers will build core product functionality and production systems while working directly with customers to understand complex workflows, develop solutions and own deployments end-to-end. This is not a traditional solutions consulting role. The company wants strong software engineers who enjoy being customer-facing, not customer-facing professionals who only do light coding. Depending on your background, you may lean more heavily toward forward-deployed customer work or core backend/infrastructure engineering. In either case, you'll be expected to build production software and operate with significant autonomy. What You'll Do • Build and ship production-grade AI, backend and full-stack systems, • Develop APIs, integrations, automations and AI-enabled workflows, • Build and deploy AI agents and agentic systems, • Work directly with enterprise customers to understand complex business and technical requirements, • Own projects from initial customer requirements through architecture, development and deployment, • Translate customer problems into scalable technical solutions, • Rapidly prototype new functionality and convert successful prototypes into production systems, • Own significant components of the product and infrastructure, • Work closely with founders and senior engineers on technical and product decisions, • Troubleshoot complex technical issues directly with customers, • Help drive customer implementations, adoption and expansion, • Use modern AI development tools to increase engineering velocity, • Travel periodically to customer sites depending on the position Ideal Candidate We're looking for an exceptional software engineer who wants more ownership and customer exposure than a traditional engineering role provides. You may currently be a: • Forward Deployed Engineer, • Backend Engineer, • Full-Stack Engineer, • Founding Engineer, • Applied AI Engineer, • Infrastructure Engineer, • Early-stage startup engineer, • Technical founder The common denominator is strong software engineering ability combined with the communication skills and commercial curiosity to work directly with customers. Requirements • 2–6 years of professional software engineering experience, • Ideally 3–5 years of experience, including customer-facing engineering exposure, • Strong Python, Java and/or TypeScript, • Strong backend and/or full-stack engineering capabilities, • Experience building APIs, integrations and production systems, • Ability to independently own projects from requirements through deployment, • Strong technical problem-solving ability, • Excellent communication skills, • Comfortable interacting directly with both senior business leaders and engineers, • High attention to detail and strong work ethic, • High degree of autonomy and ownership, • Strong user of modern AI development tools such as Claude, Cursor, Codex or similar, • Interest in AI, FinTech, lending or other complex regulated industries, • Must be San Francisco-based or willing to relocate, • Comfortable working in office 5 days/week Highly Desirable Backgrounds We're particularly interested in candidates with experience as: • Palantir Forward Deployed Engineers, • Applied engineers from leading AI and AI-agent companies, • Early engineers at high-growth FinTech companies, • Engineers from fast-moving Series A–C startups, • Successful former founders or founding engineers, • YC founders or early YC startup engineers, • Big Tech engineers with strong zero-to-one or startup experience Experience with companies or environments similar to Palantir, Sierra, Decagon, Glean, OpenAI, Anthropic, Ramp, Mercury, Brex or Slope is highly relevant. Strong Plus • Previous startup founder or founding engineer experience, • Production experience with LLMs, AI agents, agent orchestration or applied AI, • Consumer lending, commercial lending, mortgage or FinTech experience, • Document AI, OCR or computer vision experience, • Voice AI or telephony experience, • Experience building software in regulated or compliance-heavy industries, • Zero-to-one product development experience, • Experience working directly with enterprise customers, • Exceptional technical achievement, including competitive programming, Math Olympiad, ICPC/IOI or similar accomplishments Who Will Thrive This role is designed for engineers who want to build, own and deploy, rather than work on a narrowly defined piece of a large engineering organization. You'll thrive if you enjoy taking an ambiguous customer or product problem, determining what needs to be built, and then shipping the solution. You should be comfortable moving between customer conversations, architecture decisions and hands-on coding. The strongest candidates combine the technical depth of a software engineer with the ownership, speed and communication skills of a startup founder. Please note: This position is not eligible for visa sponsorship. This is an opportunity to join an ambitious early-stage AI company, work directly with founders and enterprise customers, and help build the next generation of AI infrastructure for FinTech and lending.

Corporate & M&A Legal Specialist Position: Corporate & M&A Attorney Type: Contract Compensation: $140–$400/hour Location: Remote About the Opportunity This opportunity is for experienced Corporate and M&A Attorneys with expertise in mergers and acquisitions, corporate transactions, contract drafting, due diligence, corporate governance, and transactional law to contribute to advanced AI research and evaluation projects. In this role, you'll apply your legal expertise to evaluate AI-generated legal analyses, transaction structures, corporate agreements, and M&A recommendations. Your work will help improve the legal reasoning, accuracy, analytical capabilities, and reliability of next-generation AI systems. No prior AI experience is required. Your corporate law expertise, transactional experience, legal judgment, and analytical skills are the primary qualifications for success. Responsibilities • Evaluate AI-generated corporate and M&A legal analyses for accuracy, completeness, and legal reasoning., • Review and analyze merger agreements, acquisition agreements, purchase agreements, shareholder agreements, and other corporate documents., • Assess complex M&A transactions, corporate restructurings, joint ventures, investments, and strategic transactions., • Apply expertise in corporate law, securities regulations, transaction structures, and corporate governance., • Review AI-generated interpretations of transaction terms, contractual provisions, and legal risks., • Identify legal errors, unsupported conclusions, missing considerations, and reasoning gaps in AI-generated outputs., • Evaluate due diligence findings, transaction risks, representations and warranties, indemnification provisions, and closing conditions., • Provide clear, structured feedback to improve AI legal reasoning and transactional analysis., • Develop or apply structured legal evaluation frameworks and assessment criteria., • Translate complex corporate and transactional concepts into clear documentation for AI training and evaluation. Required Qualifications • Juris Doctor (JD), LLB, or equivalent law degree., • Licensed and qualified to practice law in a relevant jurisdiction., • Professional experience in corporate law, M&A, transactional law, corporate development, or related legal practice., • Strong expertise in mergers and acquisitions, corporate transactions, contract drafting, and legal due diligence., • Experience reviewing and negotiating complex commercial and corporate agreements., • Strong understanding of corporate governance, securities law, transaction structures, and regulatory considerations., • Excellent legal research, analytical reasoning, and problem-solving skills., • Exceptional attention to detail and ability to identify subtle legal and contractual issues., • Strong written and verbal communication skills., • Ability to work independently in a fully remote environment. Preferred Qualifications • Advanced experience with cross-border M&A transactions, private equity transactions, venture capital, corporate restructurings, or strategic investments., • Experience at a major law firm, corporate legal department, investment bank, private equity firm, or similar organization., • Experience drafting and negotiating SPAs, merger agreements, shareholder agreements, joint venture agreements, and other transactional documents., • Strong knowledge of securities regulations, antitrust considerations, tax implications, and regulatory requirements related to corporate transactions., • Experience advising executive teams, boards of directors, investors, or senior stakeholders., • Experience with AI, machine learning, legal technology, NLP, or AI model evaluation., • Experience working with cross-functional, international, or multidisciplinary teams. Compensation • Competitive compensation of $140–$400/hour., • Weekly payments., • Independent contractor engagement., • Fully remote opportunity. Application Process • Easy Apply on LinkedIn, • Check Email for Next Steps, • Participate in Resume Evaluation & Interview Stage

Corporate & M&A Legal Specialist Position: Corporate & M&A Attorney Type: Contract Compensation: $140–$400/hour Location: Remote About the Opportunity This opportunity is for experienced Corporate and M&A Attorneys with expertise in mergers and acquisitions, corporate transactions, contract drafting, due diligence, corporate governance, and transactional law to contribute to advanced AI research and evaluation projects. In this role, you'll apply your legal expertise to evaluate AI-generated legal analyses, transaction structures, corporate agreements, and M&A recommendations. Your work will help improve the legal reasoning, accuracy, analytical capabilities, and reliability of next-generation AI systems. No prior AI experience is required. Your corporate law expertise, transactional experience, legal judgment, and analytical skills are the primary qualifications for success. Responsibilities • Evaluate AI-generated corporate and M&A legal analyses for accuracy, completeness, and legal reasoning., • Review and analyze merger agreements, acquisition agreements, purchase agreements, shareholder agreements, and other corporate documents., • Assess complex M&A transactions, corporate restructurings, joint ventures, investments, and strategic transactions., • Apply expertise in corporate law, securities regulations, transaction structures, and corporate governance., • Review AI-generated interpretations of transaction terms, contractual provisions, and legal risks., • Identify legal errors, unsupported conclusions, missing considerations, and reasoning gaps in AI-generated outputs., • Evaluate due diligence findings, transaction risks, representations and warranties, indemnification provisions, and closing conditions., • Provide clear, structured feedback to improve AI legal reasoning and transactional analysis., • Develop or apply structured legal evaluation frameworks and assessment criteria., • Translate complex corporate and transactional concepts into clear documentation for AI training and evaluation. Required Qualifications • Juris Doctor (JD), LLB, or equivalent law degree., • Licensed and qualified to practice law in a relevant jurisdiction., • Professional experience in corporate law, M&A, transactional law, corporate development, or related legal practice., • Strong expertise in mergers and acquisitions, corporate transactions, contract drafting, and legal due diligence., • Experience reviewing and negotiating complex commercial and corporate agreements., • Strong understanding of corporate governance, securities law, transaction structures, and regulatory considerations., • Excellent legal research, analytical reasoning, and problem-solving skills., • Exceptional attention to detail and ability to identify subtle legal and contractual issues., • Strong written and verbal communication skills., • Ability to work independently in a fully remote environment. Preferred Qualifications • Advanced experience with cross-border M&A transactions, private equity transactions, venture capital, corporate restructurings, or strategic investments., • Experience at a major law firm, corporate legal department, investment bank, private equity firm, or similar organization., • Experience drafting and negotiating SPAs, merger agreements, shareholder agreements, joint venture agreements, and other transactional documents., • Strong knowledge of securities regulations, antitrust considerations, tax implications, and regulatory requirements related to corporate transactions., • Experience advising executive teams, boards of directors, investors, or senior stakeholders., • Experience with AI, machine learning, legal technology, NLP, or AI model evaluation., • Experience working with cross-functional, international, or multidisciplinary teams. Compensation • Competitive compensation of $140–$400/hour., • Weekly payments., • Independent contractor engagement., • Fully remote opportunity. Application Process • Easy Apply on LinkedIn, • Check Email for Next Steps, • Participate in Resume Evaluation & Interview Stage

Job Description The Full-cycle Billing Clerk plays a critical role within a large team environment, responsible for managing billing processes across multiple clients or departments. Reporting directly to the Controller, this position ensures accurate invoice processing, payment posting, and account reconciliation with a strong emphasis on detail and efficiency. This role requires proficiency in data entry and record maintenance to support seamless financial operations without any travel obligations. Responsibilities • Process invoices accurately and timely for multiple clients or departments, • Post payments and reconcile accounts to maintain accurate financial records, • Perform data entry duties to support billing and collections, • Maintain organized records and documentation related to billing activities, • Collaborate effectively within a large team to meet department goals Required Qualifications • 3+ years of experience in billing or accounts receivable, • Strong knowledge of accounts receivable processes, • Proficient data entry skills with high attention to detail, • Excellent time management and organizational abilities, • Effective communication skills, • Strong problem-solving capabilities

Job Description We are looking for a detail-oriented Accounting Assistant to support medical billing and core accounting operations for a busy office in San Francisco, California. This is a Contract position suited for someone who enjoys balancing financial tasks with administrative coordination in a deadline-driven environment. The ideal candidate takes a detail-oriented, service-focused approach, communicates well with internal teams and external contacts, and stays organized while managing a high volume of work. Responsibilities: • Process incoming invoices each day, assign the appropriate coding, and verify that all required backup documentation is complete before entry., • Record cash receipts, apply billing updates, and help maintain accurate accounts receivable activity across tenant and client accounts., • Support accounts payable functions by entering invoices, setting up vendor records, and responding to payment-related questions from shared services and other stakeholders., • Prepare recurring financial reports and assist with monthly documentation needed by accounting leadership., • Provide day-to-day administrative support to the Accounting Manager, General Manager, and Assistant General Manager, including drafting, updating, and finalizing business documents., • Coordinate vendor agreement paperwork and help maintain organized files that can be easily reviewed and retrieved., • Contribute to special assignments and priority projects while meeting accounting deadlines in a fast-paced office setting., • Work collaboratively with internal teams while also handling assigned tasks independently and effectively., • Bachelor’s degree required; a degree in Accounting or a closely related field is preferred., • At least 3 years of experience in accounting, bookkeeping, accounts payable, accounts receivable, or a similar office-based financial support role., • Prior experience working in an office environment with responsibility for both accounting and administrative tasks., • Proficiency with Microsoft Excel and experience using financial systems such as Yardi Voyager., • Strong customer service and communication skills, with the ability to build positive working relationships., • Effective time management skills and the ability to manage multiple priorities under tight deadlines., • Highly organized approach to documentation, recordkeeping, and maintaining structured filing systems., • Ability to succeed in a high-volume environment while contributing as both a team member and an independent worker.

About Us SolomonEdwardsGroup, LLC (“SolomonEdwards”) is a full-service professional services firm offering financial, operational, and technology consulting and operations support. We work with some of the world’s most prominent companies to help them envision and achieve a better future. We know that our consulting services are only as meaningful as the people and talent behind them, and we are committed to recruiting incredibly talented, committed, and collaborative individuals who can help us deliver exceptional client service. For more information, visit SolomonEdwards. Title: Technical Revenue Accountant Overview We are seeking an experienced Director-level Revenue Consultant to support complex, high-visibility commitment deals. This role sits at the intersection of technical accounting and deal operations, focused on translating ASC 606 accounting assessments into financial and operational execution. This consultant will assist in thinking through and structuring deals. You must be highly technical, creative, and able to play an advisory role while working with deal teams, sales teams, and accounting teams to determine the best contract structures. Experience in a hypergrowth environment is required. Key Responsibilities • Operationalize technical accounting assessments (ASC 606) for complex, non-standard deals, • Translate accounting conclusions into financial execution, • Manage and execute manual workflows to support revenue recognition and deal accounting, • Act as a liaison between technical accounting and operational teams, • Adapt to changing processes and business requirements in a dynamic environment Required Qualifications • Strong understanding of ASC 606 revenue recognition principles, • Experience in revenue accounting, preferably in a tech/SaaS background, • Background in both technical accounting and operational execution, • Ability to interpret technical accounting guidance without needing to write formal memos, • High attention to detail, • Proven ability to work with urgency and meet tight deadlines in fast-paced environments, • Experience working on complex, non-routine deals Preferred Qualifications • Experience in hypergrowth companies or Bay Area–based environments, • Experience with Oracle ERP, • Strong Excel skills, • Experience with SQL, • Adaptability and willingness to learn in evolving operational environments Travel Requirements No travel will be required, unless at the client’s discretion. Physical Requirements The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be provided to qualified applicants or candidates with disabilities upon request. This role may require mobility to attend in-person meetings, sitting or standing for extended periods, and the use of telephone, computer, or other electronic communication devices. Salary Range SolomonEdwards values your unique and individual experience and background. We take a comprehensive approach when determining compensation for our roles. Compensation is based on a wide range of factors, including—but not limited to—education, licensure and certifications, location, experience, and training. A reasonable estimate for the current hourly range for this role is $85–110/hr. Benefits We are committed to providing health and financial stability by offering a comprehensive suite of benefits, including: • Access to top-tier employers and job opportunities, • Health insurance, • Sick leave, • 401(k) Inclusion and Diversity Statement SolomonEdwards is an Equal Opportunity/Affirmative Action employer. We firmly believe in fostering an inclusive and diverse workplace environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, veteran status, or any other characteristic protected by applicable laws. All employees, including managers and supervisors, are responsible for upholding our EEO and diversity principles. Discrimination or harassment of any kind will not be tolerated. We value the contribution and wisdom of our team. At SolomonEdwards, we have built a vibrant and inclusive community. Our team members are curious, committed, and diverse. In keeping with our mission to build value through people, we cultivate a culture where differences are celebrated and all members are treated fairly and equitably. Employees, business partners, and our extended stakeholder family are empowered to share their experiences, ideas, and perspectives—and to be their whole selves. Privacy We adhere to the California Consumer Privacy Act (CCPA). Your privacy is important to us, and we never sell your data to third parties. Personal information is only collected to match applicants with job opportunities. Copy/paste this URL to learn more about your rights: SolomonEdwards' Privacy Policy. Our Recruiter Promise Our talent acquisition team prioritizes integrity, professionalism, and transparency in every interaction. When you engage with SolomonEdwards, you can trust a respectful, secure experience from verified contacts. Copy/paste this URL to learn more about how we protect your candidate experience: Recruiter Promise.

A high-growth venture capital firm is seeking a Senior Fund Accountant to join its expanding finance team. This role will be central to the firm’s fund operations and will offer meaningful exposure to investments, fund reporting, investor activity, and the broader business. The ideal candidate brings strong fund accounting fundamentals, enjoys digging into details, and is excited by the pace and variety of a growing investment platform. You will work closely with internal leadership, the investment team, and outside service providers, while helping improve the processes that support the firm’s continued growth. What You’ll Own • Review fund administrator work across quarterly closes, NAVs, capital account statements, financial reporting, and supporting schedules., • Track and account for investment activity, including new investments, follow-on investments, exits, valuation adjustments, interest, dividends, and fund expenses., • Support capital calls, distributions, investor transfers, subscription activity, and related communications., • Prepare and maintain schedules for cash, investments, management fees, organizational expenses, carried interest, and other fund-level activity., • Assist with quarterly and annual financial statement preparation, audit coordination, and responses to auditor requests., • Partner with internal teams and external providers on fund launches, investment closings, valuation processes, and other fund-related transactions., • Help maintain accurate investor records, fund documentation, and reporting calendars., • Support tax reporting processes and coordinate with outside tax advisors on K-1s and other investor deliverables., • Identify ways to improve reporting, documentation, and workflows as the firm scales. What Will Help You Succeed You are organized, detail-oriented, and comfortable managing multiple priorities without losing sight of the bigger picture. You communicate clearly, take initiative, and can work effectively with professionals across finance, operations, legal, and investments. We are looking for someone with: • A bachelor’s degree in Accounting, Finance, or a related field., • 3+ years of accounting, fund administration, audit, or related experience., • Exposure to venture capital, private equity, investment management, real estate funds, or other partnership-based investment structures., • An understanding of partnership accounting, capital activity, financial reporting, and fund operations., • Strong Excel skills and comfort working with accounting systems and large data sets., • CPA progress or public accounting experience is a plus, but not required. The Opportunity This is a visible role within a collaborative firm that is building for its next stage of growth. The Senior Fund Accountant will gain broad exposure to the venture capital ecosystem, partner with experienced investment and finance professionals, and have the opportunity to take on increasing responsibility over time.

Director of Solutions Engineering Location: Remote in San Francisco Bay Area Salary: Up to $290k base plus variable (people are earning $500k in these roles) Benefits: Large amount of equity, 401k, health insurance I'm working with one of the most disruptive vendors in the Identity & Fraud space. They are well backed, growing a lot and on track to IPO in the next 2 years. Their Solutions Engineering function is one of the most strategic areas of the business and where a lot of their growth is coming from. They are looking for a player coach with strong Identity & Fraud background to help to build a new team in their pre-sales function, design a playbook and use cases and build a team underneath yourself. The other people in the function are achieving 200% of their number at the moment and are able to take home over $500m. They already have a large amount of customers across the industry - some big names like Coinbase, Uber, Tether, many major banks and so on. Responsibilities: • Set the direction and priorities for the Solutions Engineering function, ensuring the team is aligned with wider commercial and product objectives., • Lead, coach and develop a team of experienced Solutions Engineers, creating a high-performance environment with clear expectations and opportunities for progression., • Work closely with Sales, Product, Engineering and senior leadership to shape technical strategy and ensure customers receive the right support throughout complex enterprise sales cycles., • Provide hands-on leadership across the organisation’s largest and most strategic customer opportunities, helping the team navigate complex technical and commercial requirements., • Build and continuously improve Solutions Engineering processes, playbooks and best practices to increase consistency, efficiency and effectiveness as the organisation scales., • Establish meaningful performance measures and use data to understand team effectiveness, identify areas for improvement and support better decision-making., • Own both the longer-term development of the Solutions Engineering organisation and the day-to-day execution of the team, ensuring resources are aligned with business priorities., • Recruit, retain and develop high-calibre Solutions Engineering talent while creating a culture of accountability, collaboration, continuous learning and innovation. The ideal profile would have: • Strong experience working with Identity & Fraud technologies, • Someone who has designed bespoke Identity & Fraud solutions to Fortune 500 customers, • Someone that has built a team and function from scratch, • Ideally working within a consultancy firm, • Self-starter attitude What's in it for you: • Working for a high-growth, disruptive market leader in the space, • Building a team and function from scratch in a well established company, • Working within a high-calibre team & high-achieving company, • Opportunity to gain pre-IPO stocks turn into real money - on track to IPO!

TOBIN CAPITAL GROUP Perpetual Growth, Unbounded Excellence Position: Private Equity Associate – San Francisco, CA. Mandatory 5 Days in Office. Compensation & Benefits: Up to $150k, subject to experience, and carried interest across multiple funds. Full benefits (including 100% employer contribution on health insurance). Ability to invest fee-free, carry-free in TCG’s funds. Generous PTO policy, including firm-wide closures the week of the Fourth of July and between Christmas & New Year’s. Background: Tobin Capital Group (TCG) is a Stanford Graduate School of Business-founded, tech-enabled real estate operating company and private equity firm. TCG owns and operates $540M of real estate across 67 locations, six states, and two business lines. The firm is raising its second fund ($250M, acquiring $625M of real estate) and aims to 5x its real estate portfolio within 5 years including expansion into new verticals. TCG is Committed to Providing the Associate: • Meaningful Operating Experience: You will lead projects to help improve operational efficiency, grow our portfolio, and maximize property outcomes., • Broad Exposure: You will contribute to all aspects of a rapidly growing real estate portfolio and operations of a world-class business., • Learning and Development: You will gain technical and interpersonal skills through hands-on project management experience and successful leadership of our front-line team., • Mentorship: You will receive recurring, structured formal mentorship and feedback from peers and executive team. Key Responsibilities: • Daily Operations Management of Portfolio: Support all daily operational needs of the business., • Operational Efficiency Analysis: Evaluate areas of inefficiency and deploy creative solutions to drive operational improvements leading to outsized business success., • Front-Line Team Leadership: Lead hiring process for new front-line team members, present monthly front-line team meetings, support monthly 1v1 feedback meetings, and mentor front-line team for success., • Acquisition Management: Assist with new property onboarding, provide thoughtful feedback on potential deals from an operational lens, support acquisition team through due diligence., • Training & Continuing Education Program Development: Oversee front-line continuing education programs and support re-design & development of a Version 3.0 comprehensive training program for new hires on the front-line and corporate team. How to Apply: • Applications must be submitted through LinkedIn and the Google Form: _ Qualifications: • Education: Bachelor’s Degree. Major Agnostic, Emphasis on Demonstrated Excellence., • Experience: 2+ years of work experience. Private Equity, Investment Banking, Financial Consulting, or Real Estate experience preferred. Culture and character fit is valued above industry experience. Prior hires have come from varied backgrounds including manufacturing, military, pharmaceuticals, consumer packaged goods, public utilities, defense contracting, non-profit, and finance. Skills: • Exceptional track record of leadership and project management., • Proven ability to work on teams., • Superb communication skills (written, verbal, public speaking) and emotional intelligence., • High integrity, strong work ethic, and meticulous attention to detail., • Ability to work in a fast-paced environment and solve dynamic problems on a global scale., • Hunger to learn, bias to action, and a humble “can do” attitude., • Outstanding analytical, quantitative, and technical skills (incl. Excel, PowerPoint, Word).

Looking to take ownership of payroll while helping build scalable processes in a fast-paced technology environment? LHH is partnering with an innovative technology company seeking a Payroll Accountant / Payroll Analyst to join their team during an exciting period of growth and transformation. This is a highly visible role where you'll have the opportunity to own payroll operations, partner cross-functionally, and contribute to process improvements that support a growing workforce. Why This Role? • Join a fast-growing technology organization with a collaborative culture, • Own a high-volume payroll function supporting approximately 1000 employees, • Gain exposure to payroll, accounting, finance, HR, and People Operations, • Influence and improve processes as the company continues to scale, • Partner directly with leadership and key stakeholders across the business, • Opportunity to make a measurable impact in a high-growth environment What You'll Do: • Process bi-weekly payroll in Paylocity, • Audit payroll data for accuracy, including earnings, deductions, taxes, and benefits, • Manage timecard reviews and payroll approvals, • Support payroll-related activities including benefits, workers' compensation, and employee reimbursements, • Review and approve employee expense reports, • Identify discrepancies, research issues, and recommend solutions, • Prepare and reconcile payroll journal entries and support general ledger activity, • Generate payroll and financial reports for Accounting, Finance, and People Operations teams, • Partner closely with HR regarding new hires, terminations, compensation changes, and employee data updates, • Assist with audits, compliance reporting, and internal controls, • Contribute to payroll process optimization initiatives and system improvements What You Bring: • 5+ years of payroll experience, including exposure to accounting functions, • Experience with Paylocity, Workday, ADP, UKG, or similar payroll platforms, • Strong knowledge of California payroll laws and compliance requirements, • Solid understanding of payroll accounting, reconciliations, and general ledger processes, • Advanced Excel skills including Pivot Tables, VLOOKUP/XLOOKUP, and reporting, • Analytical mindset with exceptional attention to detail, • Ability to work independently and take ownership of critical processes, • Strong communication skills and ability to collaborate across departments Nice to Have: • Experience supporting a technology, SaaS, software, or high-growth company, • Multi-state payroll experience, • Exposure to stock compensation, equity administration, or employee incentive programs, • CPP certification (or working toward certification), • Experience participating in payroll system implementations, integrations, or process improvement initiatives Employment type: • Direct Hire If interested in this position apply today and send your resume to Regan.Pease@LHH.com Equal Opportunity Employer/Veterans/Disabled To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to _ The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable: • The California Fair Chance Act, • Los Angeles City Fair Chance Ordinance, • Los Angeles County Fair Chance Ordinance for Employers, • San Francisco Fair Chance Ordinance Benefit offerings include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits, and 401K plan. Our program provides employees the flexibility to choose the type of coverage that meets their individual needs. Available paid leave may include Paid Sick Leave, where required by law; any other paid leave required by Federal, State, or local law; and Holiday pay upon meeting eligibility criteria.

We are partnering with an established venture capital firm seeking an experienced Director of Tax to lead the firm’s tax function. This individual will oversee tax strategy, compliance, planning, and reporting across the firm’s investment funds, management company, general partner entities, and related structures. About the Role The Director of Tax will work closely with senior leadership, Finance, Legal, investment professionals, fund administrators, and external tax advisors. The ideal candidate will bring strong partnership tax experience and a background supporting venture capital, private equity, or other alternative investment funds. Responsibilities • Oversee all tax matters for the firm’s investment funds, management company, general partner entities, and related investment vehicles, • Manage federal, state, local, and international tax compliance and reporting, • Review partnership tax returns, Schedule K-1s, tax allocations, and supporting workpapers, • Lead quarterly and annual tax planning, including estimated payments and tax projections, • Partner with external tax advisors and oversee the preparation and review of tax filings, • Advise senior leadership on tax implications related to fund formations, investments, exits, restructurings, and other transactions, • Review fund and investment structures to identify tax risks and planning opportunities, • Oversee tax matters related to carried interest, management company operations, and partner reporting, • Support investor tax reporting and respond to tax-related questions from investors and internal stakeholders, • Monitor changes in tax laws and evaluate their potential impact on the firm, its funds, and its partners, • Partner with Legal, Finance, and investment teams on new funds, special-purpose vehicles, and complex transactions, • Manage relationships with fund administrators, accounting firms, legal counsel, and other external service providers, • Strengthen tax processes, internal controls, documentation, and reporting, • Support tax audits and respond to inquiries from regulatory and tax authorities, • Assist with special projects and strategic initiatives as needed Qualifications • Bachelor’s degree in Accounting, Finance, Taxation, or a related field, • CPA required; Master’s degree in Taxation is a plus, • 10 or more years of relevant tax experience, • Strong partnership tax experience, including complex investment fund structures, • Experience supporting venture capital, private equity, hedge funds, or other alternative investment firms, • Combination of public accounting and in-house investment management experience preferred, • Strong understanding of fund, management company, general partner, carried interest, and investor tax matters, • Experience reviewing partnership tax returns, tax allocations, and Schedule K-1s, • Ability to evaluate complex tax issues and communicate recommendations clearly to senior leadership, • Strong project-management, organizational, and problem-solving skills, • Ability to manage multiple priorities and deadlines in a fast-paced environment, • High level of integrity and discretion when handling confidential information Required Skills Strong partnership tax experience, including complex investment fund structures. Preferred Skills Experience supporting venture capital, private equity, hedge funds, or other alternative investment firms.

Title: Senior Tax Accountant (up to $160k DOE) Summary: Join the tax team of the Family Office for an iconic, global, locally headquartered, Fortune 500 apparel brand. Reason for hire: Growth, more returns. Team: 11-person accounting/tax team. This will be the 4th person on the tax team, reporting to the Tax Director who I placed here 4 years ago (CPA, MST from GGU.) More info: • Family office roles rarely open up, as people tend to stay long-term due to the lifestyle & benefits (detailed below.), • The clients of the family office are comprised of members of a local, multi-generational family. They provide its family members with a wide range of services from accounting to other personal services, as requested. Benefits: • 38 hour work week., • No checking emails after office hours., • Medical premiums covered 100% for employee +50% for dependents., • 401k & very lucrative pension plan., • Currently going into the office just 1 day per month, but this will probably increase to 3-4 days/WEEK in the future. Requirements: Must have exposure to individual, trust, and most importantly partnership (PE) tax.

Head of Data Strategy & Operational Intelligence This is a true 0-to-1 mandate at a fast-scaling, profitable SaaS fintech. You will build the operating data foundation that determines how the company defines, measures and trusts performance. Many critical metrics today depend on manual, human-owned processes and competing definitions. You will establish canonical KPIs, decision rights, governance and an operating rhythm that create one trusted source for leaders across the company, from operating teams through the CEO. Two things make this role unusual. First, this is as much an operating-transformation role as it is a data-leadership role. The challenge is not only building pipelines. It is aligning finance, sales, product and operations on what “customer,” “revenue” and other core measures mean, then establishing governance that holds when stakeholders disagree. Second, the mandate starts with a team at zero. You will hire and develop a small, senior group of data, analytics and software engineers capable of delivering company-wide impact without building a large organization. What you will own: • Map the company’s current KPIs, definitions, sources, owners and manual processes., • Set the company-wide data and operational-intelligence strategy, including a multi-quarter roadmap across several business domains., • Establish canonical metric definitions, clear decision rights and governance that prevents competing versions of the truth., • Reconcile systems that describe customers and revenue differently, including transactional or product data, CRM and billing., • Evaluate the existing data foundation, identify what is missing and make thoughtful build-versus-buy decisions involving governance, semantic layers, modern analytics products and AI-enabled tools., • Drive adoption across business and engineering teams, including when priorities compete or stakeholders disagree., • Design the organization, determine the hiring sequence and recruit and develop the team from the ground up. You may be a strong fit if: • You have led a company-wide data transformation in a post-product-market-fit business, taking it from strategy through implementation and durable adoption., • You have owned what a metric means, not only how it is calculated or displayed. You have arbitrated competing definitions and created governance that made one trusted definition stick., • You have built a multi-quarter roadmap across several business domains and can explain what you prioritized, what you deferred and why., • You have deeply reconciled at least one or two of the following: product or transactional data, CRM and billing. Depth in two matters more than light exposure to all three., • You have influenced C-suite decisions and carried a company-level program through competing priorities or executive resistance., • You have personally designed, hired and developed a technical data organization. You can describe your first hires, the bar you set and people who grew under your leadership., • You can move from an executive conversation about company strategy into the mechanisms behind data architecture, metric governance and tool selection., • You have practical, recent experience evaluating or adopting modern analytics and AI-enabled tools. You have a grounded point of view on where they create value, where they do not and how their quality should be measured., • You are motivated by company-wide impact and ownership rather than by the number of people reporting to you. Experience in fintech or another regulated, high-stakes data environment such as healthcare, insurance or financial services is strongly preferred. This role is likely not the right fit if: • Your experience is primarily building data platforms or infrastructure without owning the business operating model built on top of them., • You think of yourself primarily as a BI, reporting or dashboarding leader. A separate team owns those capabilities., • Your leadership experience is still predominantly individual-contributor work.

Job Title: Staff Finance Associate – Energy Location: San Francisco, California Salary: $150,000 – $200,000 USD Day to day • Own and maintain detailed bill of materials (BOM) cost models across energy storage products, covering materials, cells, modules, power electronics, and packaging., • Develop should-cost models to benchmark component and supplier pricing against market rates and internal expectations., • Identify and support cost-reduction opportunities across the supply chain, including supplier negotiations, design-to-value initiatives, and make-vs-buy analysis., • Analyze supplier cost structures, trade terms, and logistics economics to support sourcing decisions and manage supply risk., • Build financial and operational models connecting procurement and manufacturing decisions to margins and unit economics., • Partner with engineering, procurement, operations, and leadership teams to support pricing, sourcing, second-sourcing, and supply chain strategy., • Translate complex technical and supply chain information into clear financial insights and recommendations. Requirements • 5+ years of experience in supply chain, manufacturing, operational finance, sourcing, commodity management, or a similar field., • Experience as a Global Supply Manager, Commodity Manager, Sourcing Manager, Supply Chain Program Manager, or in finance within a manufacturing or production environment., • Strong knowledge of BOM cost modelling, should-cost analysis, sourcing strategy, and/or manufacturing economics., • Strong understanding of supply chain cost drivers, supplier pricing, and operational trade-offs., • Exceptional Excel and financial modelling skills, with experience building detailed, bottom-up cost analyses., • Ability to turn complex technical and operational information into clear financial insights., • Strong communication and cross-functional collaboration skills., • Comfortable working independently and solving ambiguous problems in a fast-moving environment., • Experience within energy storage, battery systems, hardware, or other manufacturing-intensive industries is highly desirable., • A genuine interest in sustainability and contributing to the transition toward cleaner energy. Apply Now To apply send an up-to-date resume to gfiler@novaxrecruitment.com, or apply directly through this advertisement.

Voy is exclusively recruiting a Crypto Fund Controller for a leading venture and crypto investment platform with ~$3b AUM. The candidate will take full ownership of fund accounting, operations and valuations across its digital asset strategies. This is a high-impact, high-ownership role within an established team that offers a competitive salary, generous benefits and significant carry, all while working remotely Responsibilities • Execute and oversee a range of crypto-native transactions, including Token transfers and vesting schedules, SAFT and equity investmen, • Manage relationships with crypto custody providers and support ongoing operational workflows, • Oversee and coordinate with the fund administrator, ensuring accuracy across NAV, reporting, and fund activity, • Lead preparation and review of quarterly and annual financial statements, including audit coordination, • Manage external tax advisors and support fund-level tax processes, • Respond to investor inquiries and support investor reporting deliverables, • Partner with internal stakeholders (legal, investment team, leadership) on fund operations and ad hoc initiatives, • Take ownership of day-to-day fund operations while identifying issues proactively across reporting, expenses, and processes Requirements: • Bachelor's degree in Accounting, Finance or related, • 8+ years of fund finance experience in a private equity or venture capital environments, • Strong understanding of fund mechanics (NAV, capital activity, financial reporting), • Crypto fund experience required, • Ability to operate independently in a fast-moving fund environments What they offer • High-impact role, working directly with investment professionals and leadership, • Exposure to both venture and crypto investment strategies on a ~$3b+ platform, • $200-230k base + up to 40% bonuses, • Carry into Crypto Funds, • Fully remote work set up, • 100% covered health benenfits, • 4% 401(k) match + additional travel-related perks, • Opportunity to build and shape crypto fund operations within a growing platform

PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE DETAILS ACCOUNTING MANAGER 200K-230K + EXCELLENT BENEFITS Well established organization is seeking an experience Accounting Manager to join their team. The Accounting Manager will be supervising staff overseeing operational accounting finance projects. Responsibilities: -Oversee and review AP, AR, Payroll, GL and month-end close process • Approve payments and accounting entries, • Preparation of quarterly and year end audit, • Provide financial analysis and evaluation of financial data, • Prepare trend analyses including revenue and cash flow projection, • Develop and maintain documentation related to system use and internal controls, • Supervise and coordinate the development and writing of financial and other specialized reports, • Preparation of financial packages and reports for Board meetings, • Develop, mentor and train staff, • Identify, evaluate, and monitor generally accepted accounting principles Requirements: • BA/BS degree in Accounting or Finance, • CPA or CPA track, • Minimum 10+ years in managing full range of financial accounting operations, • Experience working in non-profit industry, • Strong management and leadership experience, • Strong interpersonal, written and verbal communication skills.

We are partnering with a rapidly growing AI technology company in the San Francisco Bay Area that is building innovative technology at the forefront of the AI industry. As the company continues to scale, it is expanding its finance and accounting organization and seeking a highly detail-oriented Senior Accountant to strengthen its expense, corporate card, and accounting operations. This is an excellent opportunity for an accounting professional who enjoys working in a fast-paced, high-growth technology environment and wants to take ownership of critical accounting processes. Position Overview The Senior Accountant will play a key role in managing the company's employee expense reporting, corporate credit card accounting, time and expense processes, and account reconciliations. The ideal candidate will have strong hands-on experience with SAP Concur, corporate credit card reconciliation, expense report processing, general ledger accounting, and month-end close activities. This person will partner closely with employees, Finance, HR, Procurement, and other cross-functional teams to ensure expenses are accurately recorded, reconciled, and compliant with company policies. SAP Concur supports expense processing, credit-card feeds, accounting extracts, and reconciliation workflows, making strong system knowledge particularly valuable for this role. Responsibilities • Manage end-to-end employee expense reporting through SAP Concur., • Process and reconcile corporate credit card transactions and statements., • Review expense reports for accuracy, coding, receipts, and policy compliance., • Manage time & expense submissions and resolve discrepancies., • Prepare journal entries and account reconciliations., • Support month-end close, accruals, and audit requests., • Identify opportunities to improve and automate expense/accounting processes. Qualifications • Bachelor’s degree in Accounting, Finance, or related field., • 5+ years of accounting experience, preferably in technology or high-growth companies., • Strong SAP Concur and corporate credit card reconciliation experience., • Solid understanding of GL accounting and month-end close., • Strong Excel skills and attention to detail., • Experience with NetSuite, Oracle, SAP, or similar ERP preferred., • Strong communication and problem-solving skills.

AI Product Director San Francisco Bay Area About the Company Harnham is partnering with an established, family owned alternative finance company that has supported small and medium sized businesses since 2008. Known for its speed and customer focused approach, the company provides businesses with access to working capital through an efficient lending process. Offers can be issued within the same day, with funding available as soon as the following business day. The organization is now transforming traditional small business lending through AI powered decisioning. Production grade AI agents are already operating within its credit and underwriting workflows, supported by 18 years of proprietary credit data and deep industry expertise. With the initial phase of this transformation approximately 70 percent complete, the company is preparing to expand its AI capabilities into Sales, Customer Lifecycle, Finance, and Capital Markets. The Opportunity The AI Product Director will serve as the senior product leader responsible for driving the next phase of the company’s AI transformation. Partnering closely with the Chief Credit Officer and executive leadership, you will lead product design and roadmapping while translating strategic business priorities into precise technical specifications. You will oversee multiple AI initiatives from initial discovery through production adoption and measurable business impact. You will manage two AI Product Managers and oversee multiple product pods, with two to three initiatives typically operating concurrently. Each initiative begins with understanding how the business operates today, identifying undocumented edge cases and workarounds, and redesigning the process from the ground up around AI. Success in this position requires more than delivery management. The right person will have contributed directly to AI solution design, participated in architecture discussions, and taken AI enabled products from concept through production. What You’ll Do • Partner with executive leadership to translate strategic priorities into actionable AI product roadmaps and technical blueprints., • Lead discovery sessions with subject matter experts across Credit, Sales, Operations, Finance, and other business functions., • Map existing workflows, uncover operational edge cases, and redesign business processes from first principles using AI., • Create detailed product specifications and design briefs for internal engineering teams and external development partners., • Lead two to three concurrent AI product pods while maintaining delivery quality, stakeholder confidence, and measurable business impact., • Manage, coach, and develop two AI Product Managers while establishing consistent standards for discovery, documentation, design, and delivery., • Partner with Data Science, Data Engineering, IT, and functional leadership to ensure AI solutions are supported by reliable data and scalable infrastructure., • Evaluate and select the appropriate external engineering partner for each initiative., • Review proposed architectures and technical deliverables against internal specifications, acceptance criteria, and production readiness standards., • Establish evaluation frameworks using golden datasets, human review, deterministic checks, shadow testing, and other appropriate methods., • Build compliance, explainability, auditability, and model governance requirements into product designs before development begins., • Lead quality control before products reach end users and measure results against clear preimplementation baselines., • Build trust with functional leaders and subject matter experts, address resistance thoughtfully, and drive adoption across the organization., • Communicate progress, risks, tradeoffs, and measurable outcomes clearly to senior executives. What You’ll Bring • Eight to twelve years of product management experience, including leadership of complex technology or AI products., • A demonstrated record of taking AI enabled products from concept through production deployment., • Direct experience contributing to AI solution design, product architecture discussions, or technical blueprint creation., • Experience redesigning a business process around AI from the ground up, rather than adding automation to an existing workflow., • Practitioner level knowledge of generative AI, modern LLM applications, agentic orchestration patterns, evaluation methods, hallucination mitigation, and golden dataset benchmarking., • Experience writing detailed specifications or design briefs for internal engineering teams or external development partners., • Experience selecting, managing, and holding external engineering vendors accountable to defined specifications and acceptance criteria., • Proven ability to lead multiple concurrent product initiatives without compromising quality., • Experience managing Product Managers and developing strong product practices., • Strong executive presence with the ability to lead meetings, influence functional leaders, communicate technical tradeoffs, and represent product direction independently., • Working knowledge of responsible AI, model governance, explainability, and regulated decisioning., • Familiarity with FCRA, ECOA and Regulation B, Fair Lending, adverse action requirements, or comparable regulatory frameworks., • Bachelor’s degree in Business, Computer Science, Engineering, Economics, or a related discipline. Preferred Qualifications • Product leadership experience within fintech, lending, payments, credit decisioning, risk technology, or another regulated financial environment., • Experience working within a scaling technology company where product leaders balance strategy with hands on execution., • Experience introducing AI products into established business workflows and leading the accompanying organizational change., • Master’s degree in a relevant discipline. What You Can Expect • The opportunity to lead an AI program with production results already established., • Access to 18 years of proprietary credit data and deep institutional lending expertise., • Meaningful ownership across product design, roadmapping, partner selection, and production standards., • Executive visibility and the opportunity to build and lead a growing AI product function., • An organization wide opportunity to expand proven AI capabilities across Sales, Customer Lifecycle, Finance, and Capital Markets. Compensation and Workplace The anticipated base salary range for this position is $275,000 to $300,000 per year. The final offer will depend on relevant experience, qualifications, specialized expertise, and other legitimate business considerations. The position may also be eligible for additional performance based cash compensation. Relocation support may be considered for qualified candidates. This is a hybrid position requiring two to three days onsite each week in the San Francisco Bay Area. The position will operate remotely until the company’s shared Bay Area workspace is finalized.

An elite, high-leverage quant firm is building a self-improving hedge fund powered by thousands of machine learning models—increasingly designed and refined by AI itself. This is already how the fund compounds edge every day. They are forming a small team with one mandate: build AI that conducts quantitative research autonomously and continuously. No bureaucracy. No politics. Significant equity. Extreme ownership. The ideal candidate has 7+ years of engineering at top-tier quantitative trading firms with real production ownership of research or trading infrastructure, deep systems knowledge across the stack, fluency in Python (and systems languages when needed), and a track record of designing systems that strong engineers still happily work in years later. Excellent written communication, extreme ownership, and sharp judgment about scope are essential. Experience with ML at scale, equity trading systems, or being the technical center of gravity on a small team is a plus. This role owns the entire technical surface: the data platform that ingests the world’s information, the research platform quants and AI systems run on, and the trading pipeline that turns the Meta Model into live positions every day. You will set the engineering bar and keep raising it—killing complexity, deleting systems, and deciding what to build versus buy versus ignore. You are personally accountable for the reliability of a live trading system where a silent failure is a real loss, and you will work directly with the founder on technical strategy and how to extract more alpha per engineer than firms with a hundred times the headcount. This is the rarest engineering seat in quant: own the full technical surface of a self-improving hedge fund, set the bar, and compound real edge with extreme ownership, significant equity, and nothing standing between you and the frontier - Apply below

A stable, well-established company is seeking a Director of Accounting to lead its accounting function. This is a key leadership role responsible for overseeing day-to-day accounting operations, ensuring accurate financial reporting, strengthening processes and controls, and developing a strong accounting team. The ideal candidate is a technically strong, hands-on accounting leader who can balance high-level oversight with the ability to dive into the details when needed. Responsibilities • Lead and manage the accounting team and day-to-day accounting operations, • Oversee the monthly, quarterly, and annual close process to ensure timely and accurate financial reporting, • Review financial statements, account reconciliations, journal entries, and supporting schedules, • Maintain a strong control environment and ensure compliance with company policies and U.S. GAAP, • Oversee general ledger, accounts payable, accounts receivable, payroll, fixed assets, and other core accounting functions, • Partner with finance leadership on budgeting, forecasting, cash flow, and management reporting, • Coordinate the annual audit and work closely with external auditors, tax advisors, and other outside partners, • Identify and implement process improvements, including enhancements to systems, reporting, and accounting workflows, • Develop, mentor, and retain accounting team members, • Partner cross-functionally with operational and business leaders to provide financial guidance and support Qualifications • Bachelor’s degree in Accounting, Finance, or a related field, • CPA strongly preferred, • 8+ years of progressive accounting experience, including prior accounting leadership experience, • Strong knowledge of U.S. GAAP, financial reporting, internal controls, and the close process, • Experience managing and developing accounting staff, • Prior experience working in a corporate accounting environment, • Strong Excel skills and experience with ERP or accounting systems, • Excellent organizational, communication, and problem-solving skills, • Detail-oriented, collaborative, and comfortable working in a hands-on leadership role This is an excellent opportunity for an experienced accounting leader to make an impact within a collaborative, stable, and well-run organization.