Payroll/HR Specialist (corte madera)

Bartlett Wealth Management is seeking an Investment Associate to join our team. The person in this position will have a significant opportunity to learn and grow within the firm and gain cross functional knowledge in investment management, portfolio management, trading, and other crucial building blocks of wealth management. The role is responsible for supporting multiple Wealth Advisors helping to serve the ever-evolving needs of their clients and will focus on investment management projects and trading across client portfolios. Core Responsibilities: Support the investment analysis and management of client accounts. Implement investment strategy changes and modeling target strategies for client accounts in Bartlett’s trading system. Help Advisors manage investments in client portfolios by developing and creating trades. Conduct research on investment solutions including equities, fixed income, mutual funds, exchange traded funds and alternative investments. Provide overall administrative and operational client service support to assist the business activities of the Wealth Advisors. Provide client reports utilizing software including Morningstar and other systems. Part of backup team to the Head Trader, being responsible for executing equity, fixed income, and mutual funds with multiple broker/custodian trading desks. Produce various periodic reports and handle special projects as needed. Develop a deep understanding of the financial markets and Bartlett’s investment strategies. Other duties as assigned. Requirements Requirements: Bachelor's degree in Finance or related field. 3+ years of relevant experience in the financial services/investment industry. Pursuing the CFA or having an interest in doing so, is highly desirable. Experience and proficiency in using trading software and account management systems, notably RedBlack and Addepar. Proficiency in Microsoft Office solutions, especially Excel, PowerPoint, and Word. Experience and familiarity working with Morningstar is preferred. In addition, the ideal associate will: Have a strong attention to detail. Have effective verbal, written, and interpersonal communication skills. Have strong organizational skills with the ability to prioritize multiple projects. Have a team-oriented approach. Be self-motivated with a strong work ethic. Have a high attention to client service. Have the ability and willingness to learn. Have a genuine interest in investments and a career in wealth management. Benefits What we offer: A Top Workplace winning culture built on teamwork, integrity, and diligence. Engaging and collaborative work environment. Opportunity for professional growth and development. A hybrid work schedule. Competitive salary and eligibility for annual firm profitability/individual performance incentive. Comprehensive benefits package including medical, dental, vision, life, and long-term disability insurance, flexible spending accounts and the items listed below. 401(k) plan with match and profit-sharing contribution. Generous paid time off. Paid parental and medical leave. Bartlett is an Equal Opportunity Employer.

Bookkeeper needed to support an automobile service business. Microsoft Office and QuickBooks knowledge a must. This is a full time, onsite position. Responsibilities also include greeting customers and answering phones. Please forward resume for consideration. Compensation based on experience.

As VP of Finance and Accounting, you’ll be the firm’s senior finance leader — but also its core executor. This is a roll-up-your-sleeves role, ideal for someone who is comfortable both building strategy and completing the day-to-day accounting, reporting, and compliance tasks themselves. The VP of Finance and Accounting is also responsible for managing the financial activities of the company, adhering to generally accepted accounting principles (GAAP) and the rules established by the Securities and Exchange Commission (“SEC”), the Financial Industry Regulatory Authority (“FINRA”) and other regulatory entities. You will work directly with the CEO and be deeply involved in financial decision-making. Responsibilities Own and execute all accounting and finance operations — from data entry to month-end close to management-level reporting. Handle general ledger accounting, journal entries, account reconciliations, and accruals. Develop and manage the budget and forecasts; track performance against plan and provide actionable insights. Lead and perform cash management activities, including daily cash tracking, funding settlements, managing reserve requirements, and optimizing liquidity across accounts. Monitor capital adequacy, liquidity, and cash flow to ensure compliance with internal policies and regulatory thresholds. Identify and establish policies and procedures to manage Company risk, including trading, counterparty, and other fraud risks. Prepare all regulatory reports for submission: FOCUS reports, Net Capital computations, Customer Reserve calculations, and other FINRA/SEC/SIPC filings. Design, document, and improve financial processes, internal controls, and policies in a way that is scalable but practical. Monitor counterparty, ACH, positional, and other risks associated with the Company’s various product lines. Partner with compliance, human resources, legal and technology to develop and identify operational efficiencies, systems, controls, and procedures for improvement. Partner with the Director of Trade Operations and Risk in establishing, executing, and maintaining the Risk Framework and policies across all products, including new activity assessments, operational risk/loss events, scenario analysis, risk and control self-assessments (RCSA), and emerging risk identification. Develop and maintain operational risk metrics and reporting, including capital usage, cost of carry, position movements, and inventory positions. Manage relationships with external auditors, regulators, banks, and tax advisors. Build and maintain accounting and reporting tools, including QuickBooks, and Excel models Own and coordinate audits and tax filings, working closely with external auditors, tax advisors, and compliance vendors. File federal, state, and local tax documents by preparing property tax returns, state pages, and federal, state, and municipal returns, extensions, and quarterly payments. Qualifications: Self-starter who can operate autonomously, prioritize effectively, and own the function end-to-end. Ability to thrive in a small team, wearing multiple hats, and switching between strategic and tactical work. Detail-oriented, strategic thinker with analytical problem-solving capabilities. Excellent judgment, conflict resolution skills and interpersonal skills. Demonstrated ability to execute quickly, work under pressure and handle time sensitive items. Trustworthy and ability to maintain confidentiality. Exceptional verbal, written, and visual communication skills. Ability to juggle many different projects and priorities simultaneously. Comfortable with ambiguity, adapts to change and navigates organizations with confidence. High level of integrity and dependability with a strong sense of urgency and results-orientation. Requirements Master’s degree in accounting, business accounting, or finance. Certified Public Accountant license. FINRA licenses: Series 99 Demonstrated understanding and experience in corporate finance, advanced accounting, and regulatory issues. Experience working at a broker-dealer preferred. FINOP experience preferred. Hands-on experience with FINRA/SEC regulatory reporting, including preparation of FOCUS reports and Net Capital compliance. Direct experience managing cash operations in a regulated environment. Strong analytical skills, exceptional attention to detail, and comfort with Excel and financial software. Benefits Health Care Plan (Medical, Dental & Vision) Retirement Plan (401k) Paid Time Off (Vacation, Sick & Public Holidays) Family Leave (Maternity, Paternity) Short Term & Long Term Disability Life Insurance (Basic, Voluntary & AD&D) This description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. Odeon Capital Group provides a total compensation package which may include a base salary, discretionary performance bonus, and/or a comprehensive benefits package. The estimated base salary range for this position, at the time of posting, is $200,000 to $250,000, which is specific to New York and may change in the future. When finalizing an offer, we take into consideration an individual’s experience level and the qualifications they bring to the role to formulate a competitive total compensation package. Candidates hired to work in other locations will be subject to the pay range associated with that location. The final base salary amount that is offered to any candidate, in any location, will be determined on several factors, which may include but are not limited to location, work experience, skills, knowledge, education, and/or regulatory licenses. Odeon Capital Group is an Equal Opportunity Employer. We are committed to creating a work environment that supports, inspires, and respects all individuals and in which employment processes are merit-based and applied without discrimination. Odeon does not discriminate on the basis of race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an employee organization, retaliation, parental status, military service, or any other protected characteristic or other non-merit factor.

Real Estate Company is seeking an energetic and positive entry level person to joint to the team. Requirements -Full-time position with scheduled week hours (Monday – Friday 9:00am -4:00pm) -Marketing/Leasing -Must be enthusiastic, positive team player willing to learn -Review applications ensuring that they are accurate and legible -Arrange and confirm appointments/ Showing vacant units -Review A/R delinquency reports -Strong organizational skills, ability to prioritize work. -Strong sense of responsibility -Knowledge of computers -Speak Spanish -Experience not necessary

Resource Innovations is seeking a Project Accountant to join our growing team in. We are seeking a highly skilled and motivated Project Accountant with a strong background in general accounting principles and an interest in developing project accounting expertise to join our dynamic team. As a Project Accountant you will support billing, project setup within the Oracle system, assist with revenue processes, and provide day-to-day support to project managers and senior accountants. Resource Innovations (RI) is a women-led energy transformation firm focused on impact. Building on our expertise in energy efficiency, we're constantly expanding our portfolio of clean energy solutions to guide utilities through increasingly complex, connected challenges. Load flexibility. Electrification. Carbon reduction. With every step, we're leading the charge to power change. Duties and Responsibilities Assist with project setup, including entering contract terms, project codes, and billing details in the Oracle accounting system  Prepare and process invoices in collaboration with project managers and senior accountants  Support monthly project financial reviews and reporting, including cost tracking and variance analysis  Assist with preparing journal entries for project costs, revenues, and adjustments  Provide documentation and support for external audits as needed  Communicate with project managers and clients on billing and project-related financial matters under supervision  Participate in process improvement initiatives and contribute ideas to strengthen workflow Other duties as assigned. Requirements B.A./B.S. degree in Accounting, Finance, or related field, or equivalent relevant experience  1+ years of accounting or finance experience (internships or entry-level roles acceptable)  Strong Excel and Microsoft Office skills  Attention to detail and strong organizational skills  Ability to manage multiple priorities and meet deadlines  Strong written and verbal communication skills  Team player with an eagerness to learn and grow in project accounting Interest in sustainability and passionate about making a meaningful impact on the environment. Preferred skills, education and experience Experience with Oracle or similar ERP/accounting system  Exposure to project accounting, billing, or revenue processes  Knowledge of ASC 606 or willingness to learn Benefits About Resource Innovations Resource Innovations (RI) is a women-led energy transformation firm focused on impact. Building on our expertise in energy efficiency, we’re constantly expanding our portfolio of clean energy solutions to guide utilities through increasingly complex, connected challenges. Load flexibility. Electrification. Carbon reduction. With every step, we’re leading the charge to power change. Resource Innovations is an Equal Opportunity Employer, committed to ensuring equal employment opportunities for all job applicants and employees without regard to race, color, religion, national origin, gender, age, disability, marital status, genetics, protected veteran status, sexual orientation, or any other protected status. In addition to federal law requirements, Resource Innovations complies with applicable state and local laws governing non-discrimination in employment in every location in which the company does work. Compensation & Benefits Resource Innovations offers competitive salaries based on a candidate's skills, experience and qualifications for the position.  The compensation range for the base salary for this position is $65,000 - $85,000.  In addition to base pay, employees are eligible for a discretionary annual bonus.  The stated salary represents the expected compensation for this position.  Final compensation will be determined based on factors such as the candidate's experience, education and location.  We also offer a comprehensive benefits package that includes three weeks of paid vacation per year; paid holidays; a 401(k)-retirement plan with employer matching; health, dental and vision insurance; and other supplemental benefits.  Employment with Resource Innovations is contingent upon the successful completion of a comprehensive background check and reference check. If applicable to the position, a pre-employment drug screen may also be required. The above job description and job requirements are not intended to be all inclusive. Resource Innovations retains the right to make changes or adjustments to job descriptions and/or job requirements at any time without notice.

We are a family-owned clothing company based in San Rafael in search of an office administrator/ receptionist. This is an ideal opportunity for a polished, articulate, and enthusiastic candidate who enjoys providing excellent customer service in a fast-paced office. We are looking for an engaging individual to act as the face and voice of the company as they greet outside contacts, respond to inquiries (both internal and external), and provide the highest level of customer service to both external guests and internal team members. As a candidate, you should have a professional demeanor and excellent interpersonal skills that will ensure your success in this highly visible role. You’d exhibit a diplomatic savvy and EQ skill set to interact with entrepreneurs, high-profile guests, investors, and vendors alike. Further, you’ll need the ability to prioritize and multi-task while paying close attention to detail. Key Responsibilities: • General administrative duties include but are not limited to mail and package management, meeting rooms, ordering office supplies, facilities, IT and general upkeep. • Order entry and related customer service. • Report regular operational updates. • Manage site emergency action plans, continuously reviewing and revising to ensure effectiveness; respond to emergency situations on-site (when needed) • Good project management skills and the ability to handle tight deadlines and work on simultaneous projects with little direction. • Ability to be on-site 5 days a week • Assist with the accounting team as needed Desired Skills and Experience: • 3 years in office administrative or customer service-oriented operational role • Excellent organizational skills with the ability to calmly juggle competing priorities and manage workflow • Strong interpersonal skills, demonstrated ability to interface with guests, other administrative assistants, and team members of all levels • Ability to motivate and lead self and others to deliver results in a collaborative environment • Strong teamwork and project-related skills, ensuring open communication channels across multiple functions and departments • A high degree of professionalism and ability to maintain confidentiality • Impeccable attention to detail