Our Current Openings

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Senior Accountant

LOCATION: Mountain View, CA

MANDATE FOR THE ROLE
This position is responsible for the overall EMFR deliverables for their clients (Quarterly financials, monthly
cash flow and daily disbursements). Mentoring and reviewing work of staff accountant when position is
available. Direct client contact for processing client’s bills and setting up new accts for service for their
home, boat or planes etc.

KEY DIMENSIONS
• Act as primary point of contact and relationship manager for client, family and outside service
providers.
• Deliver monthly and quarterly financial statements to clients and/or client service teams in a timely
and accurate manner
• Prepare Excel worksheets containing analysis of client financial data such as broker analysis and
construction or investment history spreadsheets
• Generate client cash reports using Data faction accounting software for monthly client deliverables
and for in-house review of client disbursements and updating disbursement reports
• Alerting Director or EMFR manager to possible leads for cross-selling and for client asset protection
issues.
• Downloading data from brokerage, bank and credit card accounts online into GL System for efficient
and accurate record keeping.
• Review client disbursements for accuracy in payment and coding
• Perform monthly account and bank reconciliations to ensure accuracy of records, reviewing same
work when staff accountant is available to perform reconciliations.
• Performing work of staff accountant when position is either missing or temporarily out of office.
• Special projects as needed.
• Coordinate with tax group and provide information as needed.

ACCOUNTABILITIES
• Maintain accurate books and records for clients personal and business activities. Position must
accurately and timely process bills using accounting software provided. Position interacts daily with
client and 3rd parties to collect vital data.
• Primary manager of client cash account and must ensure sufficient funds are available for forecasted
and extraordinary items such as capital calls and construction progress payments
• Ensure confidentiality of client’s records and files when dealing with client staff and 3rd party
advisors. Discreetly hold and manage online access codes for banks, brokerage accounts and credit
card activity
• Coach and mentor staff and be a knowledgeable resource for basic accounting, software needs and
proper communication techniques
• Accurate and timely processing of personal bills for high-net-worth clientele. Reviewing recurring
items and processing both routine weekly check runs and special expenditures.
• Process deposits and ensure they are made timely.

KNOWLEDGE AND SKILLS
Knowledge:
• Bachelor’s degree in accounting, finance or a related field preferred
• 4-6 years Accounting experience. Preferably with individual accounting, small companies or
consolidated financial reporting
Skills:
• Strong verbal and written communication skills
• Ability to multi-task and work in a fast-paced environment with tight deadlines
• Excellent organizational, time management and customer service skills; detail-oriented; team player
• Proficiency in word and excel.

Staff Accountant

LOCATION: Mountain View, CA

MANDATE FOR THE ROLE
This position supports the Senior Accountant assigned to the client. They will be responsible for processing
payables, broker transactions, and account reconciliations as needed. They will also maintain
correspondence regarding capital expenditures, construction costs, investments, etc.

KEY DIMENSIONS
• Accurate and timely processing of personal bills for high net worth client.
• Book transactions both related to checking accounts such as client cash withdrawals and activity from
broker accounts (income, expenses, and cash flow activity). They will also process non-cash activity
such as purchases associated with loans.
• Assist Senior Accountant or Accounting Manager with all physical record retention and organization.
Filing physical documents into cabinets and also accurately use AgiLink systems.
• As mentoring level increases, they may be asked to perform account reconciliations, which the Senior
Accountant or Accounting Manager will review to ensure all payments have been recorded properly
and that all accounts are balanced.

ACCOUNTABILITIES
• Process accounts payable for high net worth clients, accurately coding payments to the appropriate
general ledger account.
• Assist in the preparation of both monthly and quarterly financial statements to clients in a timely and
accurate manner.
• Prepare Excel worksheets containing analysis of client financial data, such as broker analysis and
construction, or investment history spreadsheets.
• Generate client cash reports using AgiLink accounting software for monthly client deliverables and for
in-house review of client disbursements and updating disbursement reports.
• Perform monthly account and bank reconciliations to ensure accuracy of records.

KNOWLEDGE AND SKILLS
Knowledge:
• Bachelor’s degree in accounting, finance, or a related field preferred.
• 1-5 years accounting experience, preferably with individual accounting, small companies, or
consolidated financials.
Skills:
• Strong verbal and written communication skills.
• Ability to multi-task and work in a fast-paced environment with tight deadlines
• Excellent organizational, time management, and customer service skills
• Detail-oriented
• Team player
• Proficiency in Microsoft Word and Excel

Associate Director – Nonprofit Organization

Job Title: Associate Director
Reports To: Deputy Director
FLSA Status: Non-Exempt

Duties and Responsibilities:

The Associate Director is an experienced, mission-driven individual with a passion to achieve economic and social equity for all through education. Reporting to the Deputy Director, the Associate Director will be responsible in supporting the operations of the regional office, implementing programming, and helping achieve office objectives and goals. The position is an integral part of the organizations overall strategic endeavors and will work with the Deputy Director to enhance and expand organization’s mission and supports for families.

Essential Duties & Responsibilities: (Other duties may be assigned at the discretion of the Supervisor.)

  • Support the Deputy Director (DD) in the implementation of programming and organizational policies
  • Serve as the direct liaison between school staff and the organization, communicating regularly and consistently
  • Meet with principals and other school personnel to determine date, time, space and other logistical details to ensure a successful organization program at school site
  • Coach, train, and supervise recruiters, coordinators, and facilitators throughout the year including monitoring parent outreach, enrollment trends, attendance records, class observations, and graduation
  • Assist Deputy Director in maintaining accurate records of data including surveys results, attendance, training participating, etc.
  • Assist the Deputy Director in hosting weekly facilitator meetings and trainings as needed
  • Assist in the development, implementation, and evaluation of program delivery to ensure optimal school and family experience
  • Collaborate with Deputy Director in monitoring program quality assurance and attainment of quarterly and annual regional goals
  • Support with community events, fairs, and presentations as needed throughout the region
  • Establish and maintain relationships with school, district, and community stakeholders throughout the region to strategically support organization’s Mission
  • Provides support to the Deputy Director with donor cultivation and stewardship
  • Prepare and maintain appropriate payroll documentation for recruiters, coordinators, and facilitators

Supervisory Responsibilities:

  • The position will supervise recruiters, facilitators, and coordinators as necessary

Knowledge, Skills, Abilities:

  • Continuing education in human development, psychology, sociology, or related area
  • Experience training and facilitating groups of diverse ages including adult learners
  • Experience working with diverse backgrounds; strong preference for experience working with low-income and historically marginalized communities
  • Experience in teaching, supervising, program delivery preferred
  • Strong written and oral communication skills
  • Demonstrated ability to oversee and collaborate with staff
  • High level of computer literacy: (e.g. Microsoft Office 365, Google Suite, database experience)
  • Bilingual in English and Spanish strongly required

Certificates, Licenses, Registrations: A current California Driver’s License and current automobile insurance coverage.

Executive Assistant – San Francisco

Position: Executive Assistant (with some Office Management responsibilities)
Location: San Francisco, CA (3-4 days onsite required)
Salary: $120k – 150k base plus equity

Overview 

This role is an Executive Assistant/Office Manager hybrid role supporting three founders, including CEO

Saas based company building AI Sales Assistant Platform powering pipeline for every B2B company

3-4 day per week onsite, Tuesday and Thursday required

Looking for a highly organized, collaborative team player

Must have tech start up experience and a bachelor’s degree