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Chief Operating Officer
Gaetani Real Estate
Chief finance officer job in San Francisco, CA
Company Background Gaetani Real Estate (GRE) has provided professional property management services to San Francisco Bay Area property owners for more than 75 years. Backed by three generations of experience, we deliver thoughtful, customized management solutions for commercial and multi-unit residential properties-taking the hassle and worry out of ownership while protecting long-term value. Position Summary The Chief Operating Officer (COO) is a key member of the executive leadership team responsible for driving operational excellence, business scalability, and organizational alignment across a mid-size, multi-entity property management organization. This role oversees day-to-day operations and leads strategic initiatives that elevate the company into a best-in-class property management organization, with potential expansion through organic growth and acquisition of smaller property management organizations. The COO provides high-level vision and leadership while remaining hands-on to understand the business at a deep operational level. This individual will drive accountability, optimize processes, strengthen cross-functional collaboration, and ensure the company delivers exceptional service to owners and residents, while increasing profitability. This role oversees corporate and field operations including: Property Management (APMS, OSM, PMs) Maintenance (Marview Maintenance) Human Resources (in partnership with the Human Resources Director) Leasing team Inspection team Key Responsibilities & Duties Strategic Leadership & Growth Partner with PRNs and executive leadership to define, refine, and execute the company's long-term strategic plan. Build an operational roadmap that supports scaling the organization to the “next level” while maintaining culture, compliance, and service quality. Lead organizational assessments and design improvements across workflow, communication, technology, staff structure, and operational efficiency. Explore and evaluate potential acquisitions of small property management companies, including operational due diligence, integration planning, and post-acquisition alignment. Drive adoption of industry best practices and service standards to position the organization as a market leader in operational excellence. Operational Management Provide direct leadership and oversight to Property Management, Marview Maintenance, Leasing, Inspections, and corporate operations (HR). Develop and maintain performance metrics, KPIs, service-level expectations, and dashboards to track operational health across all departments. Build consistent, scalable processes that applies procure-to-pay and project-to-cash principles for property operations, maintenance scheduling, inspections, leasing, tenant relations Pre-emptively plan and execute oncompliance requirements. Standardize communication for field teams (technicians and OSMs) and the corporate office. Ensure seamless coordination between Marview Maintenance and Property Management to improve turn times, maintenance quality, owner satisfaction, and resident experience. Drive cross-department alignment with Portfolio Accounting, and collaborate on standard operating procedures that increase work efficiency, ; strengthen data quality and enable reporting Property Management Oversight Ensure PMs, APMs, and OSMs receive clear expectations, standardized workflows, and consistent training to maintain high service delivery. Improve communication between PM teams and clients, ensuring transparency and continued relationship building and trust. Ensure compliance with state and local landlord-tenant laws, rent control rules, notice requirements, and inspection standards. Strengthen processes related to turnovers, vendor management, leasing velocity, resident satisfaction, and building operations. Build out a standardized process for onboarding, offboarding, property management that is executed clearly. Maintenance Operations (Marview Maintenance) Ensure maintenance operations are efficient, cost-effective, and responsive. Oversee scheduling systems, technician performance, work order quality standards, and customer service outcomes. Introduce preventative maintenance programs and long-term capital planning coordination with PMs and ownership. Improve maintenance reporting and communication between Marview and corporate stakeholders. Leasing & Inspection Teams Supervise the leasing department, ensuring leasing velocity targets, marketing quality, strategic pricing, showing activity, application processing, and move-in readiness. Oversee the inspection team's compliance with local regulatory requirements (especially for SF), routine inspection schedules, and building conditions reporting. Ensure inspection data feeds into maintenance planning, property budgeting, and owner communication. Technology, Systems & Process Improvement Collaborate with the CFO on the optimization of AppFolio, including workflows, data consistency, reporting, and user adoption. Identify and implement technology solutions that improve efficiency across departments (maintenance routing, inspection tools, HRIS, etc.). Build repeatable SOPs, templates, training guides, and scalable operational frameworks that reduce errors and dependency on individuals. Improve reporting structures and internal communication channels (Teams, task systems, dashboards). Partnership with CFO Partner with the CFO to provide input to the company's financial budgeting cycle and contribute insight to periodic performance tracking across fees, maintenance revenue, commissions, and unit growth Ensuring alignment between financial strategy, operational goals, and day-to-day business activity. Understand and provide inputs to corporate budgeting processes, variance analysis, and forecasting, Discuss and opine on cross functional workflow build out, and set priorities for cross-functional initiatives Optimize vendor contracts, property management contracts, maintenance spending, inventory control, and operational expenses. Qualifications Required 10+ years of progressive leadership experience in operations, property management, facilities/maintenance, real estate services, hospitality, multi-site management, or another complex operational industry. Proven experience scaling operations or leading multi-department organizations. Experience overseeing multiple business units or cross-functional teams (Operations, HR, Maintenance, etc.). Strong financial acumen with ability to interpret financial statements, understand budgets, and partner with the CFO/finance team. Demonstrated success implementing operational improvements and building processes from the ground up. Strong leadership, communication, and cross-functional collaboration skills. Ability to be both strategic and hands-on, comfortable with executive decision-making and tactical problem-solving. Ability to work within regulated environments and willingness to learn property management laws (if not already experienced). Preferred Experience in property management, real estate, multi-family, or facilities/maintenance environments. Experience with AppFolio or similar property management systems. Experience with mergers & acquisitions or integrating acquired companies. Experience with California or San Francisco-specific housing compliance. Core Competencies Strategic Planning & Execution Operational Excellence Process Design & Standardization Leadership Development Scalability / Systems Thinking Financial Analysis & Budget Knowledge Problem-Solving & Decision-Making Cross-Functional Alignment People & Culture Leadership Success in This Role Looks Like A best-in-class property management department with standardized processes and predictable performance A strong, aligned leadership team across PM, maintenance, leasing, HR, accounting, and inspections Clear KPIs, reporting structures, and communication channels Faster maintenance response times and improved tenant/owner satisfaction Improved financial performance and operational efficiency A roadmap for scaling or acquisitions A culture of accountability, transparency, and continuous improvement A COO who can operate at the executive level and step into tactical work Equal Employment Opportunity Gaetani Real Estate is proud to be an equal opportunity employer. We do not discriminate in employment opportunities or practices on the basis of race, color, religion, creed, sex, national origin, age, disability, marital status, pregnancy, childbirth, breastfeeding or related conditions, ancestry, medical condition (including genetic characteristics), veteran or military status, sexual orientation, gender identity or expression, or any other characteristic protected by law. We are also committed to compliance with all fair employment practices regarding citizenship and immigration status. Pursuant to the San Francisco Fair Chance Ordinance, we will consider qualified applicants with arrest and conviction records in a manner consistent with applicable law.
$117k-220k yearly est. 1d ago

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Director of FP&A: Strategic Growth & Financial Excellence
Rosendin Electric 4.8
Chief finance officer job in San Jose, CA
A leading electrical contractor in California is seeking a Director of FP&A to lead budgeting and financial modeling efforts. The ideal candidate will have over 15 years of experience in Finance/FP&A, with the ability to influence senior leadership and drive strategic financial initiatives. This position offers a competitive salary package and extensive benefits including stock ownership and performance-based bonuses. #J-18808-Ljbffr
$137k-196k yearly est. 1d ago
Vice President, Controller & Finance Transformation
Goodleap, LLC 4.6
Chief finance officer job in San Francisco, CA
About GoodLeap: GoodLeap is a technology company delivering best-in-class financing and software products for sustainable solutions, from solar panels and batteries to energy-efficient HVAC, heat pumps, roofing, windows, and more. Over 1 million homeowners have benefited from our simple, fast, and frictionless technology that makes the adoption of these products more affordable, accessible, and easier to understand. Thousands of professionals deploying home efficiency and solar solutions rely on GoodLeap's proprietary, AI-powered applications and developer tools to drive more transparent customer communication, deeper business intelligence, and streamlined payment and operations. Our platform has led to more than $27 billion in financing for sustainable solutions since 2018. GoodLeap is also proud to support our award-winning nonprofit, GivePower, which is building and deploying life-saving water and clean electricity systems, changing the lives of more than 1.6 million people across Africa, Asia, and South America. The VP, Controller & Finance Transformation is the senior accounting and controllership leader for the company, balancing hands‑on execution with executive-level ownership of accounting outcomes, systems, and scalability to support the company's rapid growth, expanding product offerings, and increasing complexity. This role focuses on building efficient and well-controlled accounting processes, with particular emphasis on optimizing the recently implemented Workday Financial platform. The role oversees Accounting Operations (Cash, A/P, A/R) and Accounting Control (General Ledger), and partners closely with FP&A, Technology, and Product/Business teams to ensure accounting, financial reporting, and control requirements are effectively embedded into systems, workflows, and new product development initiatives. This role is expected to operate with strong controllership fluency and to deliver timely and accurate financial reporting outcomes through leadership and collaboration. This position is designed for a senior accounting leader with demonstrated experience across traditional controllership functions and hands‑on finance transformation delivery. Success in the near‑term will be demonstrated through enhanced automation and scalability, optimization of processes and people, shortening of the monthly close and reporting cycle, and improvement of reporting and analytical tools available to finance and business executives. Essential Job Duties and Responsibilities Accounting Operations, Control & Finance Transformation Provide leadership and functional ownership across the Accounting Control and Accounting Operations teams to optimize and scale transactional accounting workflows, general ledger control, and financial close and reporting processes Lead the post-go‑live stabilization and ongoing optimization of Workday, overseeing and developing the Workday System Administrator as a core resource and business partner Embed accounting logic, controls, and validation rules into systems and data pipelines to reduce manual effort and risk Partner with Technology & Data teams on integrations, data integrity, and change management controls Explore and leverage AI technologies, as they evolve, to enable more efficient and effective processes while maintaining strong oversight and controls Drive adoption of best practices to support long‑term system health and scalability and improve reporting capabilities for finance executives and business partners New Products & Growth Enablement Partner with Product, Engineering, Data and Business teams to support new products, revenue streams, and business models from concept through launch and scale Serve as the accounting representative in cross‑functional growth initiatives to ensure accounting and reporting requirements are embedded early and scale effectively Financial Reporting Oversee external financial reporting, including GAAP financial statements and required regulatory, lender, and investor reporting Support audit readiness and the implementation of new accounting standards, as applicable Leadership & Collaboration Act as a change agent, driving a culture of continuous improvement and innovation across people, processes and technology Develop team members supporting accounting operations, financial reporting, systems, and transformation initiatives Required Skills, Knowledge and Abilities Bachelor's degree in Accounting, Finance or related field CPA license required Experience with ERP implementation/optimization projects Combined Big 4 public accounting and fintech, financial services or other complex regulated industry experience preferred Demonstrated experience in accounting operations and financial close and reporting processes Major hands‑on ERP project experience (design, build and optimization); Workday familiarity is a plus Deep understanding of U.S. GAAP, internal controls and financial reporting requirements Outstanding project & change management skills: Ability to manage priorities, meet deadlines, balance multiple initiatives and projects simultaneously, and motivate stakeholders to collaborate Demonstrated ability to partner effectively with cross‑functional leaders to influence business outcomes beyond the accounting function, as well as externally with auditors and users of financial reports Entrepreneurial mindset: Self‑motivated and eager to identify efficiencies, be hands‑on to implement improvements, and champion change Exceptional organization, keen attention to detail and commitment to accuracy Excellent written communication skills including production of clear and concise process documentation Additional Information Regarding Job Duties and s Job duties include additional responsibilities as assigned by one's supervisor or other managers related to the position/department. This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and other skills required for the position. The Company reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job position or assign additional job responsibilities, subject to applicable law. The Company shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law. Compensation: $260,000 - $310,000 annually + Bonus If you are an extraordinary professional who thrives in a collaborative work culture and values a rewarding career, then we want to work with you! Apply today! #J-18808-Ljbffr
$260k-310k yearly 5d ago
Vice President, Controller & Finance Transformation
Medium 4.0
Chief finance officer job in San Francisco, CA
About GoodLeap: GoodLeap is a technology company delivering best-in-class financing and software products for sustainable solutions, from solar panels and batteries to energy-efficient HVAC, heat pumps, roofing, windows, and more. Over 1 million homeowners have benefited from our simple, fast, and frictionless technology that makes the adoption of these products more affordable, accessible, and easier to understand. Thousands of professionals deploying home efficiency and solar solutions rely on GoodLeap's proprietary, AI-powered applications and developer tools to drive more transparent customer communication, deeper business intelligence, and streamlined payment and operations. Our platform has led to more than $27 billion in financing for sustainable solutions since 2018. GoodLeap is also proud to support our award-winning nonprofit, GivePower, which is building and deploying life-saving water and clean electricity systems, changing the lives of more than 1.6 million people across Africa, Asia, and South America. The VP, Controller & Finance Transformation is the senior accounting and controllership leader for the company, balancing hands‑on execution with executive-level ownership of accounting outcomes, systems, and scalability to support the company's rapid growth, expanding product offerings, and increasing complexity. This role focuses on building efficient and well-controlled accounting processes, with particular emphasis on optimizing the recently implemented Workday Financial platform. The role oversees Accounting Operations (Cash, A/P, A/R) and Accounting Control (General Ledger), and partners closely with FP&A, Technology, and Product/Business teams to ensure accounting, financial reporting, and control requirements are effectively embedded into systems, workflows, and new product development initiatives. This role is expected to operate with strong controllership fluency and to deliver timely and accurate financial reporting outcomes through leadership and collaboration. This position is designed for a senior accounting leader with demonstrated experience across traditional controllership functions and hands‑on finance transformation delivery. Success in the near‑term will be demonstrated through enhanced automation and scalability, optimization of processes and people, shortening of the monthly close and reporting cycle, and improvement of reporting and analytical tools available to finance and business executives. Essential Job Duties and Responsibilities Accounting Operations, Control & Finance Transformation Provide leadership and functional ownership across the Accounting Control and Accounting Operations teams to optimize and scale transactional accounting workflows, general ledger control, and financial close and reporting processes Lead the post-go‑live stabilization and ongoing optimization of Workday, overseeing and developing the Workday System Administrator as a core resource and business partner Embed accounting logic, controls, and validation rules into systems and data pipelines to reduce manual effort and risk Partner with Technology & Data teams on integrations, data integrity, and change management controls Explore and leverage AI technologies, as they evolve, to enable more efficient and effective processes while maintaining strong oversight and controls Drive adoption of best practices to support long‑term system health and scalability and improve reporting capabilities for finance executives and business partners New Products & Growth Enablement Partner with Product, Engineering, Data and Business teams to support new products, revenue streams, and business models from concept through launch and scale Serve as the accounting representative in cross‑functional growth initiatives to ensure accounting and reporting requirements are embedded early and scale effectively Financial Reporting Oversee external financial reporting, including GAAP financial statements and required regulatory, lender, and investor reporting Support audit readiness and the implementation of new accounting standards, as applicable Leadership & Collaboration Act as a change agent, driving a culture of continuous improvement and innovation across people, processes and technology Develop team members supporting accounting operations, financial reporting, systems, and transformation initiatives Required Skills, Knowledge and Abilities Bachelor's degree in Accounting, Finance or related field CPA license required Experience with ERP implementation/optimization projects Combined Big 4 public accounting and fintech, financial services or other complex regulated industry experience preferred Demonstrated experience in accounting operations and financial close and reporting processes Major hands‑on ERP project experience (design, build and optimization); Workday familiarity is a plus Deep understanding of U.S. GAAP, internal controls and financial reporting requirements Outstanding project & change management skills: Ability to manage priorities, meet deadlines, balance multiple initiatives and projects simultaneously, and motivate stakeholders to collaborate Demonstrated ability to partner effectively with cross‑functional leaders to influence business outcomes beyond the accounting function, as well as externally with auditors and users of financial reports Entrepreneurial mindset: Self‑motivated and eager to identify efficiencies, be hands‑on to implement improvements, and champion change Exceptional organization, keen attention to detail and commitment to accuracy Excellent written communication skills including production of clear and concise process documentation Additional Information Regarding Job Duties and s Job duties include additional responsibilities as assigned by one's supervisor or other managers related to the position/department. This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and other skills required for the position. The Company reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job position or assign additional job responsibilities, subject to applicable law. The Company shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law. Compensation: $260,000 - $310,000 annually + Bonus If you are an extraordinary professional who thrives in a collaborative work culture and values a rewarding career, then we want to work with you! Apply today! #J-18808-Ljbffr
$260k-310k yearly 5d ago
Chief of Staff to the CEO
Clipbook
Chief finance officer job in San Francisco, CA
Overview 😀 Clipbook (clipbook.io) is looking for a rockstar Chief of Staff to the Founder & CEO to join our team. This is the first Chief of Staff hire at Clipbook, with the opportunity to have a significant impact on organizational strategy, operations, and cross-functional execution. You will act as a trusted partner to the CEO and leadership team. In this role, you will be responsible for streamlining operations, driving strategic initiatives, and ensuring alignment across teams, with a focus on enabling the company to scale effectively. This position is ideal for someone with a passion for early-stage businesses & operational excellence who can bring a mastery of the core business skillset to a diverse, complex, and fast-moving range of business challenges. CoS is an intense, high-stakes role - and is best for someone who is jet-fuel driven, ambitious, and excited to build a massive company. Based in SF to co-locate with the CEO. About Clipbook 🚀 Clipbook is the largest & fastest growing vertical AI company for PR, communications, and government affairs teams in the world. We support 200+ customers across the U.S. and U.K., including many of the country's most influential & impactful organizations - from publicly traded companies to professional sports teams, nonprofits, and government agencies. We bootstrapped profitably from 0 to over 7 figures in revenue in just over a year (and have grown multiples since) and are now venture-backed by leading investors - including Mark Cuban and several leading operators in the segment. Our Vision 🚀 To be the lens through which leaders listen to - and engage - the world. Clipbook will automate key workflows for knowledge workers - including replacing hours of desk research using predictive AI - to empower informed decision-makers across the world's most impactful organizations. What you'll do Partner closely (on a daily basis) with the CEO on all aspects of running the business. Strategic Planning & Execution: Help drive strategic initiatives, ensuring alignment across teams and priorities Executive Support: Prepare materials and agendas for leadership meetings and investor communications; represent the CEO in internal and external meetings as needed. Operational Efficiency: Identify and solve bottlenecks in processes to improve team productivity and effectiveness; implement scalable systems to support rapid growth Cross-Functional Leadership: Engage across functionals, ensuring seamless communication and collaboration between engineering, operations, product, growth / sales, and customer success teams. Special Projects: Drive high-impact projects and initiatives that are critical to the company's growth and success; tackle ad hoc challenges with creativity and efficiency. Examples projects / areas of ownership: Quarterback Clipbook ‘all-team' meetings & ‘executive team' meetings Work with CEO to finalize our 2025 budget & investment plan Draft & manage cadence of communications with our investors Support CEO-driven enterprise sales to big-ticket customers (content generation, meeting prep, joining calls directly) Support CEO on fundraising process (where relevant) Qualifications Required Skills & Experience Minimum ~3 years working experience, ideally 3-5 years. Preferably seasoned professional experience (e.g. in a top consulting firm, private equity, etc.) Strong mastery of the general business fundamentals, e.g. : quantitative analysis (e.g. core Excel skills), strong written communication, exceptional problem-solving, communication, project management skills, and managerial exposure & experience. Proven ability to manage multiple priorities in a fast-paced, dynamic environment. Instinct for early-stage scrappiness & hustle Rocket-fuel driven work ethic & execution velocity Preferred Skills Background in, or passion for, SaaS, AI, or technology companies - and/or a direct experience with (or passion for) our customers Hands-on experience with scaling operations and implementing organizational processes. Why Clipbook? Clipbook is a category-defining company with very strong product-market fit. We've signed some of the top customers in the world in this segment. Our core offering is used by several thousand users every day across 200+ organizations - having consistent & daily impact on the most prominent leaders in the country. We have a world-class team that is smart, hard-working, and resourceful team - and most of all, who is passionate about our success and excited for the future. Our team has come from leading companies & orgs, including BCG, the White House, and U.S House & Senate. Team members have previously held leadership positions backed by top VCs including Sequoia, Tiger Global, Insight Partners, Coatue, and NFX. The opportunity to work as the day-to-day, hour-to-hour right hand to the CEO of a venture-backed & rapidly-growing company. We are a profitably- and rapidly-growing startup with commercial rigor at our core As the company's first CoS, you will have the opportunity to make a high-leverage impact in an early-stage, venture-backed company at a critical stage of execution. A fun, jet-fuel driven culture of nimble execution and innovation. Details Competitive salary (cash + equity) commensurate with experience Full benefits, including medical, dental, vision, 401(k), and unlimited & flexible PTO & sick days Unlimited book / reading budget for professional development San Francisco-based. Plan to be in-person on a ‘hybrid' working model with the CEO. How to Apply 📩 Contact: Founder & CEO Adam Joseph (LinkedIn) - **************** with your LinkedIn & resume #J-18808-Ljbffr
$144k-263k yearly est. 5d ago
Director of Finance
Auradine
Chief finance officer job in Santa Clara, CA
Type: Full-Time Company: Auradine Inc. Why Join Auradine? Why join Auradine? You want to be a part of something groundbreaking, where every day you can see the impact of your work. At Auradine, you will join a talent-rich group of problem solvers and doers; in a culture that focuses on team, growth, innovation, and creativity. Position Overview We are seeking an experienced and dynamic Director of Finance to join our growing team. This hands‑on leadership role requires a seasoned professional with 10‑15 years of experience, including significant time spent in high‑tech start‑up environments-preferably with hardware companies. The ideal candidate will demonstrate the ability to strategically manage financial operations while actively engaging in day‑to‑day finance and accounting processes. As the Director of Finance, you will oversee a small but efficient team, ensuring financial health and operational excellence. You'll play a critical role in shaping the company's financial strategy and enabling its continued growth Key Responsibilities Financial Strategy & Planning: Develop and implement financial strategies aligned with company goals. Lead long‑term financial planning, budgeting, and forecasting processes. Provide actionable insights to drive business decisions and profitability. Accounting & Reporting: Oversee accounting operations, including AP/AR, general ledger, and payroll. Ensure timely and accurate financial reporting in compliance with GAAP. Coordinate audits, tax filings, and regulatory reporting requirements. Operational Excellence: Manage cash flow, capital allocation, and treasury functions. Optimize internal financial systems and processes for efficiency and scalability. Collaborate with leadership to evaluate and execute growth opportunities, including potential M&A activities. Team Leadership: Mentor and manage a small, high‑performing finance and accounting team. Foster a culture of collaboration, accountability, and continuous improvement. Qualifications: 10-15 years of progressive finance experience, with a focus on high-tech start-ups; experience in hardware companies is highly preferred. Proven track record of success in a senior finance leadership role. Strong expertise in technical accounting, financial modeling, budgeting, and reporting. In-depth knowledge of GAAP and corporate accounting principles. Experience managing audits, compliance, and regulatory reporting. Hands‑on approach to managing finance and accounting processes in a fast‑paced environment. Exceptional leadership, communication, and interpersonal skills. Education: Bachelor's degree in Finance, Accounting, or a related field required. CPA, CMA, or MBA preferred. What We Offer: A collaborative and inclusive culture that encourages growth and innovation. Competitive salary and benefits package. Opportunities for professional development and career advancement. The chance to make a significant impact in a rapidly growing company. Compensations: The pay range for this role is $180,000-$250,000. Individual compensation will be commensurate with the candidate's experience aligned with Auradine's internal leveling guidelines and benchmarks. Auradine is an Equal Opportunity Employer that is committed to inclusion and diversity. Qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, gender, sexual orientation, gender identity, disability or protected veteran status. We also take affirmative action to offer employment opportunities to minorities, women, individuals with disabilities, and protected veterans. Auradine is committed to working with qualified individuals with physical or mental disabilities. Applicants who would like to contact us regarding the accessibility of our website or who need special assistance or a reasonable accommodation for any part of the application or hiring process may contact us at: ********************. This contact information is for accommodation requests only. Evaluation of requests for reasonable accommodation will be determined on a case‑by‑case basis. #J-18808-Ljbffr
$180k-250k yearly 4d ago
Strategic Finance Director for AI Growth
Scale Ai, Inc. 4.1
Chief finance officer job in San Francisco, CA
A leading AI development firm based in San Francisco is seeking a Finance leader to spearhead financial strategy and manage a high-performing finance team. The ideal candidate will possess strong financial analysis skills, project management expertise, and interpersonal capabilities to work with executive leadership. This position offers a compensation range of $235,200 - $294,000 and includes equity and comprehensive benefits. Join us in accelerating AI adoption across industries. #J-18808-Ljbffr
$235.2k-294k yearly 1d ago
Director, Strategic Finance
Productboard, Inc. 4.2
Chief finance officer job in San Francisco, CA
Search & analyze customer feedback 6x faster. Productboard Spark - the AI for PMs. We're looking for a seasoned and forward‑thinking finance leader to play a pivotal role in shaping the company's future amid an exciting era of AI‑driven innovation that's creating powerful opportunities for our business. As our Head of Strategic Finance, you'll work closely with the CFO and executive team to translate strategy into execution, building robust financial plans, driving insights, and guiding decisions that accelerate growth and long‑term value creation. This is a high‑impact, highly visible role for someone who thrives at the intersection of strategy, analytics, and execution. You'll bring structure to ambiguity, scale our planning processes, and be a trusted advisor to leaders across Product, GTM, and Operations. If you're energized by complex business challenges, love building scalable systems, and want to have a direct impact on the trajectory of a global organization, we'd love to meet you. What You'll Do Lead strategic planning and forecasting - Oversee annual, quarterly, and long‑range planning cycles to align company goals, resource allocation, and strategic priorities. Build strategic frameworks and scenario models - Develop forward‑looking models that quantify strategic options and inform executive decision‑making. Drive performance visibility - Build dashboards and reporting frameworks that highlight performance trends, risks, and opportunities for improvement. Shape strategic decision‑making - Deliver actionable insights that guide prioritization, resource allocation, and GTM execution. Tell the financial story - Translate complex financial data into clear, compelling narratives for executives, the board, and investors. Support board and investor communications - Partner with the CFO to prepare board materials, investor updates, and long‑term financial narratives that align strategy and performance. Enhance financial systems and processes - Partner with Accounting, IT, and Data to scale financial planning infrastructure and improve forecast accuracy. Lead high‑impact strategic initiatives - Collaborate cross‑functionally on projects such as pricing, monetization, M&A evaluation, and AI enablement. Build and lead a high‑impact team - Recruit, develop, and support Strategic Finance professionals in a culture that values curiosity, accountability, and collaboration. What You Bring 10+ years of experience in investment banking, private equity, consulting, or strategic finance - ideally with exposure to high‑growth SaaS or technology companies. 4+ years in corporate FP&A or Strategic Finance with direct business partnership experience. Proven ability to lead strategic planning, forecasting, and financial analysis across complex, multi‑product, or multi‑region organizations. Exceptional analytical and financial modeling skills - you can turn data into insight and insight into action. Outstanding communication skills, with the ability to influence senior executives and simplify complex topics. Deep understanding of SaaS unit economics (ARR, CAC, CLTV, churn, payback, gross margin, etc.) and drivers of enterprise value. Strong balance of strategic vision and hands‑on execution - comfortable driving longer‑term direction while staying deeply engaged in the details that matter. A proactive, high‑ownership mindset and bias for action. Bachelor's degree required; MBA or equivalent advanced degree preferred. Experience with Oracle NetSuite, Looker, SQL, or modern planning tools is a plus. Must be legally authorized to work in the U.S. You can look forward to the following benefits: 🏝 Flexible PTO and 9 paid sick days 💛 1 Volunteer Day per year for you to help causes close to your heart 🍀 Mental Wellness Program to support your well‑being and self‑care 🏋 Company stipend towards gym and wellness membership ❤️ Company sponsored best‑in‑class health benefits The expected base pay range for this position in the San Francisco area is $155,200 - $263,000. In addition to the base pay, this role is eligible for variable compensation, competitive equity awards, and benefits. Productboard's pay ranges are determined by role, level, and location. Within the range, the successful candidate's starting base pay will be determined based on factors including job‑related skills, experience, qualifications, relevant education or training, and market conditions. These ranges may be modified in the future. About Productboard At Productboard, we're on a mission to help product teams build exceptional products with clarity and confidence. As the leading intelligent product management platform, we empower over 4,000 companies, including Salesforce, SAP, Autodesk, and Kroger, to understand what customers need, prioritize what to build next, and align everyone around a shared roadmap. Headquartered in San Francisco with offices in Prague and Brno, Czechia, we're backed by some of the world's most respected investors, including Index Ventures, Kleiner Perkins, Sequoia Capital, Bessemer Venture Partners, Tiger Global, and Dragoneer. We're proud to be consistently recognized as one of the best places to work by BuiltIn and Comparably, and to count ourselves among the world's leading unicorn companies. Well‑funded and financially disciplined, we have the stability and runway to build boldly for the long term. Over the past few years, we've rearchitected our platform from the ground up to serve enterprise scale and set the foundation for the next era of product management. Now we're entering an exciting new phase with Productboard Spark, our AI‑first, agentic experience that transforms how product teams work. Spark is a true collaborator that deeply understands your product context, company strategy, and customer needs, helping teams move faster and make smarter, more confident decisions. Join us as we build the future of product management. About our culture Imagine working in a place where everything matters - most importantly, you. At Productboard, values aren't just something we like to talk about, they're something we live and breathe. We believe in creating a work environment where: People feel empowered, supported, and included. Trust and transparency are built into the way we work. Creativity, curiosity, and continuous improvement are encouraged and nurtured every day. Forming our company values was a group effort, with every employee allowed to contribute. From profit‑sharing initiatives, like stock options, to open calendars and communication, we don't waste time on politics or ego. We champion openness by sharing our goals, successes, and failures. Join colleagues who are passionate about what they do. Team members who are invested in their work environment, and the future of Productboard. Help shape our company, culture, and product! We are an equal opportunity employer and champion equity. We aim to help people from all backgrounds, cultures, and groups realize their full potential at Productboard. We do not tolerate any discrimination or harassment based on gender identity, race, color, religion, age, sexual orientation, non‑disqualifying physical or mental disability, national origin, veteran status, or any other bias covered by appropriate law. All aspects of employment, including hiring, training, promotion, and terminations, are based on merit, competence, performance, and business needs. We are committed to an inclusive hiring process and provide all candidates with equal opportunity to demonstrate their abilities. Togetherness is one of our core values, and our Diversity Council helps to ensure that we uphold the values of authenticity, humanity, and diversity to create an environment where every person matters. We are committed to leading by example to drive societal change. Not seeing the application form? Apply using this link instead. Join thousands of Product Makers who already enjoy our newsletter #J-18808-Ljbffr
$155.2k-263k yearly 1d ago
Director of Strategic Finance
Scribehow.com
Chief finance officer job in San Francisco, CA
✨TL;DR - Why This Role Matters Scribe is at a pivotal point in its growth, and we're hiring a Director of Finance to help define how the company scales from here. This role will own company-wide planning, forecasting, and play a central role in shaping how we invest, prioritize, and grow as the business doubles in size. You'll partner closely with our GTM teams to translate growth ambitions into clear financial tradeoffs and outcomes. This role is designed for someone who wants real ownership, real judgment, and the opportunity to build the financial operating rhythm for the next phase of a high-growth B2B SaaS company. 📌 About the Role This role sits at the center of how Scribe plans, invests, and scales. As Director of Finance, you'll own much of the company's financial planning and analysis muscle, ensuring the business is making clear, disciplined decisions as we rapidly scale. You'll be responsible for the full lifecycle of planning - from building the annual operating plan and forecasts to ensuring they remain accurate over time. This means holding teams accountable to performance, driving re‑forecasting when reality diverges from plan, and helping leadership understand the tradeoffs behind their choices. Finance is expected to be the arbiter of truth, and this role plays a central part in making sure the organization is operating from a single, trusted financial view. This is a hands‑on, high‑ownership role. You'll work closely with leaders across GTM, Accounting, and Operations to translate strategy into execution, surface risks and opportunities, and force clarity when alignment stalls. While the role does not start with a large team, it carries broad influence, visibility, and responsibility - and offers the opportunity to shape how finance operates as the company scales. In your first 3-12 months at Scribe, you will: Drive the planning process, including the annual operating plan, rolling forecasts, budgets, and long‑range planning, and hold teams accountable when performance diverges from plan Lead the development and maintenance of financial models to support strategic decision‑making, ensuring alignment with the company's growth objectives Identify and apply opportunities for AI and automation across finance to improve forecasting accuracy, decision speed, and how insights are delivered to the business Collaborate with cross‑functional teams to translate financial insight into action by surfacing tradeoffs, recommending paths forward, and pushing decisions to be made when ambiguity or misalignment persists Partner closely with Sales, Marketing, and RevOps on revenue forecasting, capacity planning, and unit economics to ensure GTM plans are grounded in financial reality Enhance existing financial processes and systems to streamline operations and improve data accuracy, fostering a culture of accountability and performance; implementing planning tools, systems, and processes as scale demands Success in this role looks like better decisions across the company: clearer plans, fewer surprises, stronger alignment, and leadership confident in where and how to invest. 🌎 Location Hybrid (2-3 days a week) out of our San Francisco HQ. 🧩 What Makes You a Great Fit This role is best suited for someone who thrives in ambiguity, takes ownership seriously, and uses financial insight to drive real business outcomes. You don't just analyze what's happening - you push the business toward what should happen next. You'll be a great fit if: You have 10+ years of progressive finance experience with a background in FP&A, corporate finance, investment banking, consulting, and/or PE You've owned financial planning at a high‑growth company and are comfortable being accountable for keeping plans accurate as the business evolves You're comfortable taking a point of view in ambiguity - synthesizing messy inputs, setting assumptions, and driving alignment You consistently push beyond reporting to answer the “so what” and influence how the business prioritizes and invests You're deeply hands‑on and builder‑minded, comfortable building models, processes, and structure from scratch You partner effectively with GTM leaders, understanding how sales, marketing, and revenue dynamics translate into financial outcomes You operate with ownership and bias to action, leading cross‑functional initiatives and communicating complex ideas clearly Experience building and leading teams in fast‑paced startup environments If you're reading this thinking, “that's exactly how I operate,” we'd love to meet you. 🚫 This Role Is Not for You If This role isn't for everyone, and that's intentional. It will be a great fit for the right person - and frustrating for the wrong one. This role may not be for you if: You prefer to focus on reporting and analysis rather than owning outcomes and driving decisions You're most comfortable staying within a clearly defined “lane” and don't enjoy stepping across functional “lines” You're most comfortable operating with a clear playbook and well‑defined processes - much of this role involves building structure where it doesn't yet exist You like to provide input but are uncomfortable pushing for clarity or forcing decisions when alignment stalls You're looking for a role with a large team or formal people management from day one; this is a hands‑on, player‑coach role to start You're uncomfortable with priorities shifting as the business grows and new information emerges 👋 About us Scribe is where exceptional people come to do the best work of their careers. More than 94% of the Fortune 500 use Scribe to document and scale how work gets done. Our Workflow AI platform automatically captures and optimizes workflows so teams work smarter, faster, and more consistently. We're growing fast - since our founding in 2019, we've grown to over 5 million users across 600,000 businesses. Based in San Francisco, we've been named a LinkedIn Top Startup, are valued at over $1 billion, and are backed by leading investors. Join us in our mission to uplevel how people do work. 🛠️ How we work We are builders aspiring to master our crafts. We care deeply about our teammates and want to win, together. We fully embrace the following values: Accelerate impact Raise the bar Make our users heroes Clear is kind Rapid learning machine One team one dream 💰 Compensation We use trusted market data and a tiered location system to ensure competitive, equitable pay. The range below reflects this; your specific offer will depend on experience, pay parity, and location. The starting salary range for this role is $220,000 - 260,000 base + equity. 🎁 Full‑Time US Employee Benefits Include Incredible teammates: Work alongside some of the nicest and smartest people you'll ever meet. Ownership mindset: We're all owners here, literally. Employees receive equity in Scribe, sharing in the company's long‑term success. Comprehensive coverage: We offer health, dental, and vision insurance for you and your dependents. Time to recharge: Flexible paid time off, plus company holidays to rest and reset. Retirement planning: Employees can contribute to a 401(k) plan to help plan for their future. Support for growing families. Paid parental leave to help you care for and bond with your growing family. Lunch, on us: SF‑based employees receive daily catered lunches at our office. Easy commutes: Commuter benefits for our office‑based team, make getting to and from HQ simpler. Level up your home office: Remote? Hybrid? Wherever you work, we'll support your setup with a home office stipend. At Scribe, we celebrate our differences and are committed to creating a workplace where all employees feel supported and empowered to do their best work. We believe this benefits not only our employees but our product, customers, and community as well. Scribe is proud to be an Equal Opportunity and Aff… Employer. #J-18808-Ljbffr
$220k-260k yearly 5d ago
Director, Financial Planning & Analysis
Terawatt
Chief finance officer job in San Francisco, CA
Infrastructure The once in a century transition to autonomous and electric vehicles is underway and will require a multi-trillion-dollar investment in energy and charging infrastructure, and the real estate to site it on. Terawatt is the leader in delivering large scale, turnkey charging solutions for companies rapidly deploying AV and EV fleets. Whether it's an urban mobility hub, or a carefully located multi-fleet hub for semi-trucks, Terawatt brings the talent, capabilities, and capital to create reliable, cost-effective solutions for customers on the leading edge of the transition to the next generation of transport. With a growing portfolio of sites across the US in urban hubs and along key logistics and transportation corridors and logistics hubs, Terawatt is building the permanent transportation and logistics infrastructure of tomorrow through a robust combination of capital, real estate, development, and site operations solutions. The company develops, finances, owns, and operates charging solutions that take the cost and complexity out of electrifying fleets. At Terawatt, we execute humbly and with urgency to provide tailored solutions for fleets that delight our clients and support the transition of transportation. Role Overview Terawatt Infrastructure is seeking a highly skilled and strategic Director of Financial Planning & Analysis (FP&A) to join our growing finance team. This role will be pivotal in driving financial performance, providing strategic insights, and managing the company's budgeting, forecasting, and long‑range planning processes. The Director of FP&A will work closely with executive leadership and department heads to optimize capital allocation, assess new business opportunities, and ensure financial rigor across all operations. This is a critical leadership role for a hands‑on, analytical, and commercially minded individual who thrives in a fast‑paced, complex, and high‑growth environment, ideally with experience in infrastructure, energy, or real estate development. Financial Planning & Analysis Lead the annual budgeting process, quarterly forecasting, and long‑range strategic financial planning (LRP). Develop and maintain complex financial models to support critical business decisions, including capital expenditure planning, project financing, and operational efficiency analysis. Provide strategic financial analysis and guidance to executive leadership on business performance, market trends, and potential risks and opportunities. Manage the company's financial metrics (KPIs) and reporting, providing detailed variance analysis (actual vs. budget/forecast). Process Improvement & Leadership Drive continuous improvement of FP&A processes, systems, and tools to enhance efficiency, accuracy, and scalability (e.g., implementation or optimization of ERP/planning software). Lead, mentor, and develop a high‑performing FP&A team, fostering a culture of rigorous analysis, collaboration, and continuous learning. Ensure alignment between financial plans and operational goals. Required Qualifications Bachelor's degree in finance, accounting, economics, or a related quantitative field. Minimum of 8‑10 years of progressive experience in FP&A, investment banking, private equity, or corporate finance, with at least 3‑5 years in a leadership or managerial capacity. Proven experience in a high‑growth company, or one focused on complex capital‑intensive projects (e.g., infrastructure, energy, utilities, real estate development). Expert‑level proficiency in financial modeling, including the ability to build sophisticated, integrated three‑statement financial models from scratch. Exceptional analytical skills and the ability to translate complex financial data into clear, actionable insights for non‑financial stakeholders. Strong communication and presentation skills, with experience presenting to C‑level executives and/or boards of directors. Preferred Qualifications Experience with project finance or evaluating infrastructure assets (e.g., NPV, IRR calculations, debt structuring impacts). Experience implementing or managing modern FP&A software tools (e.g., Adaptive Planning, Anaplan, etc.). Knowledge of the EV, charging infrastructure, or real estate development sectors. $200,000 - $250,000 a year Compensation for this role is determined by several factors, including the cost of labor in specific geographic markets, and these ranges are intended to provide a helpful reference. The actual compensation offer will be based on the candidate's location, skills, level of expertise and experience, and internal equity considerations. In addition to base salary, we offer a comprehensive benefits package and, where applicable, performance‑based incentives. We are building a team that represents a variety of backgrounds, perspectives, and skills. At Terawatt, we continuously strive to foster inclusion, humility, energizing relationships, and belonging, and welcome new ideas. We're growing and want you to grow with us. We encourage people from all backgrounds to apply. If a reasonable accommodation is required to fully participate in the job application or interview process, or to perform the essential functions of the position, please contact *********************************. Terawatt Infrastructure is an equal‑opportunity employer. #J-18808-Ljbffr
$200k-250k yearly 4d ago
Chief of Staff to CEO - Fast-Growth FinTech (NYC)
Menlo Ventures
Chief finance officer job in San Francisco, CA
A fast-growing financial technology company is looking for a Chief of Staff to the CEO in San Francisco. This role involves a mix of strategic and tactical responsibilities, combining project management with operational execution. Candidates should have 4-6 years of experience in relevant fields, excellent communication skills, and thrive in a fast-paced environment. The compensation range is between $132K to $178K, with on-site work expectations. #J-18808-Ljbffr
$132k-178k yearly 2d ago
Director of Finance
Vouch, Inc. 4.4
Chief finance officer job in San Francisco, CA
Vouch is the insurance broker that powers ambition. We're a tech‑enabled insurance advisory and brokerage purpose‑built for growing companies in technology, life sciences, and professional services. Our clients are ambitious leaders building complex businesses, and we help them manage risk with tailored advice, smart coverage, and responsive service. Backed by over $200M from world‑class investors, Vouch combines deep industry expertise with AI‑powered tools to deliver a better insurance experience. Our digital workflows reduce friction, speed up decisions, and give our clients the confidence to move faster. Why join Vouch? Not only is this an exciting and growing team where you can drive a real impact on our operational scalability, but Vouch is also the preferred insurance provider to customers of Y Combinator, Brex, Carta, and WeWork. We're a quickly growing startup that believes in transparency and acknowledgment with our team members and cultivating a values‑driven company. Our values are “Be Client Obsessed”, “Own it together”, “Act with integrity and empathy”, “Stay Curious and Grow”, and “Empower People.” Work Environment Vouch has employees across the U.S., with offices in San Francisco, Chicago, and New York City. While this role has hybrid work flexibility, we require team members to be in the office at least three days per week (Tuesday, Wednesday and Thursday) to foster close collaboration and team building. Why this role matters As the Director of Finance, you will sit at the intersection of strategy and execution, serving as a critical business partner to the CFO and executive leadership. You will move beyond simple reporting to drive profitability, operational efficiency and financial oversight for the business. In this "player‑coach" role, you will lead a direct report while rolling up your sleeves to own Vouch's financial architecture. You will own long‑range and annual planning, support board and investor relations, and build the data‑driven insights necessary to scale Vouch into the future. What you'll do Own the Financial Architecture: Own and enhance Vouch's 3‑statement and business unit financial models. Build scenarios for new initiatives, GTM strategies, and resource allocation to ensure plans support overall business objectives. Strategic Planning & Forecasting: Lead the annual and semi‑annual planning processes, and monthly rolling forecasts. Partner with department heads to set targets and drive accountability. Executive & Board Partnership: Act as a strategic advisor to executive leadership. Produce materials for the executive team, Board of Directors, and investors providing financial clarity to guide strategic decisions. Drive Business Insights: Collaborate cross‑functionally with GTM, Product, and Data teams to refine driver‑based unit economics and analyze P&L impact. Lead profitability analyses to identify cost optimization and growth opportunities. Systems & Scale: Drive enhancements to and adoption of financial planning and reporting software. Implement process improvements that drive operating leverage across the company. Team Leadership: Manage, mentor, and develop a direct report, helping them grow their skills in business partnering and operational excellence. About you Experience: 8-10+ years of progressive experience in strategic finance, corporate FP&A, or investment banking, with a background in high‑growth tech or fintech environments. Technical Mastery: Expert‑level 3‑statement modeling skills (P&L / balance sheet / cash flow) with the ability to build complex models from scratch. Strategic Thinker: Experience partnering with executives to influence strategy, pricing, and resource allocation. Leadership: Demonstrated experience managing or mentoring team members and leading cross‑functional processes. Communication: Excellent oral and written communication skills, with the ability to distill complex data into clear narratives for the Board and investors. Agility: Comfort working in a fast‑paced, high‑growth environment where you must manage ambiguity and pick up unstructured tasks to run them to completion. Nice to have MBA Experience with insurance or fintech business models Experience with data analytics/visualization tools Experience operating financial planning software Benefits Competitive compensation and equity packages Health, dental, and vision insurance Wellness allowance Company‑sponsored personal and professional development Partnerships with Ethena and monthly Lunch & Learns Wellbeing perks, including Peloton, Fetch, OneMedical, Headspace care+ Caregiver support with dependent care FSA and Care.com membership Regular performance reviews with goal setting and promotion opportunities Interview Process 30‑minute phone call with recruiting 30‑45 minute video interview with hiring manager Case study/technical screen Meeting the team: 30‑45 min 1:1 video discussion with 3-4 team members Executive chat Compensation Our salary ranges are based on paying competitively for our size and industry. Compensation includes equity and a benefits package. Individual pay decisions are based on qualifications, experience, skill set, location, and business need. The pay range for this role is $200,000 - $240,000 USD per year (Hybrid - San Francisco, California, US). Equal Opportunity Statement Vouch believes in putting our people first, and building a diverse team is at the front of everything we do. We welcome people from different backgrounds, experiences, perspectives, and ranges of abilities. We are an equal‑opportunity employer and celebrate the diversity of our growing team. If you require reasonable accommodation to complete this application, interview, or complete any pre‑employment testing, please direct your inquiries to *******************. #J-18808-Ljbffr
$200k-240k yearly 1d ago
Finance Director
Association for Financial Professionals 3.9
Chief finance officer job in San Francisco, CA
Receives assignments in the form of objectives and determines how to use resources to meet schedules and goals. Manages, prepares, administers, and directs control of budget / organization resources. Manages the activities of the financial / resource analyst staff. Reviews and approves recommendations for financial planning and control. Monitors division and department adherence to approved budget. Provides guidance to subordinates to achieve goals in accordance with established policies. Work is reviewed and measured based on meeting objectives and schedules. Follows processes and operational policies in selecting methods and techniques for obtaining solutions. Erroneous decisions or failure to achieve goals results in additional costs and personnel, and serious delays in overall schedules. The final salary and offer components are subject to additional approvals based on UC policy. Your placement within the salary range is dependent on a number of factors including your work experience and internal equity within this position classification at UCSF. For positions that are represented by a labor union, placement within the salary range will be guided by the rules in the collective bargaining agreement. The salary range for this position is $110,400 - $235,400(Annual Rate). To learn more about the benefits of working at UCSF, including total compensation, please visit: https://ucnet.universityofcalifornia.edu/compensation-and-benefits/index.html #J-18808-Ljbffr
$110.4k-235.4k yearly 2d ago
Financial Controller (San Francisco, CA)
Collectly, Inc.
Chief finance officer job in San Francisco, CA
About Collectly Collectly is a fast-growing healthcare tech startup leading the charge in transforming the U.S. healthcare market through AI-driven innovation. In the U.S., millions of patients interact with healthcare providers daily, navigating a system that often struggles with inefficiencies, administrative burdens, and suboptimal financial experiences. At the forefront of the AI boom, Collectly is redefining revenue cycle management (RCM) by applying cutting-edge artificial intelligence to automate workflows, streamline billing processes, and create seamless financial experiences. Our solutions are designed to tackle some of the biggest challenges in healthcare: accelerating cash flow, reducing administrative overhead, and elevating the patient experience during critical non-clinical touchpoints. By simplifying billing for providers and elevating the patient financial experience, Collectly empowers healthcare organizations to thrive in a rapidly evolving healthcare landscape. We empower healthcare providers to focus on what matters most-delivering care. The Opportunity Join us to build and scale the accounting foundation for a modern B2B SaaS business during the growth phase. This is a true builder role for someone who combines public accounting rigor with the judgment and creativity needed to design modern, scalable systems in a high-growth environment. Please note: This role is hybrid - candidates located in the San Francisco Bay Area only will be considered. What You'll Do Direct the entire accounting cycle: Oversee the general ledger, receivables/payables, payroll, revenue accounting, and the preparation of financial reports. Construct and deploy scalable infrastructure as the organization migrates from external bookkeeping to internal operations (invoicing, expense management, reporting tools, etc.). Manage the month-end closing process to ensure the delivery of prompt, audit-compliant financial results. Utilize automation processes to enhance operational velocity, precision, and data insights. Collaborate with the executive team on performance metrics, budget planning, financial projections, and stakeholder reporting. Oversee external audits, tax filings, and regulatory compliance requirements. Implement robust internal policies and controls in accordance with US GAAP standards. Who You Are 5+ years of progressive accounting experience Background in B2B SaaS startups (Series A, B & C) Experience in high-growth, venture-backed companies Deep knowledge of US GAAP and ASC 606 Familiarity with B2B SaaS business models Systems-oriented mindset with interest in automation and AI High ownership, strong judgment, and comfort working closely with leadership Compensation: $150,000 - $180,000 per year Why You'll Love It Here Unlimited PTO: We believe in work-life balance and encourage you to recharge when you need it. Comprehensive Health Coverage: Fully paid medical, dental, and vision insurance for you and your dependents, because your well-being matters to us. Equity Opportunities: Share in our success with stock options - your hard work will drive our growth. Retirement Planning Made Easy: Enjoy a 401(k) with a generous company match to secure your future. Student Loan Support: We help lighten the load with contributions toward your student loans. #J-18808-Ljbffr
$150k-180k yearly 5d ago
Director of Strategic Finance
The Voleon Group 4.1
Chief finance officer job in Berkeley, CA
Voleon is a technology company that applies state-of-the-art machine-learning techniques to real-world problems in finance. For more than a decade, we have led our industry and worked at the frontier of applying machine learning to investment management. We have become a multibillion-dollar asset manager, and we have ambitious goals for the future. Your colleagues will include internationally recognized experts in machine learning research as well as highly experienced finance and technology professionals. You will be working with strategies that are at the forefront of machine learning and statistical trading. The strategies have been carefully designed to generate non-correlated returns. Our firm and its strategies are the product of many years of meticulous research and craftsmanship, and you will lead the way in bringing them to investors. In addition to our enriching and collegial working environment, we offer highly competitive compensation and benefits packages, technology talks by our experts, a beautiful modern office, daily catered lunches, and more. We're looking for a Director of Strategic Finance to bolster our growing FP&A team. You will own Voleon's budgeting and forecasting as well as lead efforts focused on evaluation and execution of new business initiatives, including new ventures beyond traditional fund management. This is a highly strategic finance position requiring sharp business judgment, a deep financial modeling toolkit, and the ability to be a trusted thought partner in enterprise-level decisions. You will report to the CFO and work cross-functionally with strategy, operations, and executive leadership. Responsibilities Own company-wide forecasting, budgeting processes and deliverables Partner with senior leadership to evaluate and operationalize new business initiatives Prepare executive level materials summarizing business proposals, economics, and go-forward plans Coordinate accounting, reporting and compliance operational workflows related to growth initiatives, ensuring timely and accurate reporting and compliance Provide analytical and financial insights for both exploratory and executional phases of growth initiatives Support firm-wide strategic planning, scenario modeling, and capital allocation analyses Lead cross-functional initiatives to improve operating efficiencies including Management Company Finance, Fund Finance and other functional groups Requirements 10+ years of experience in strategic finance, corporate development, investment banking, or FP&A in fast growing technology or services companies with complex operations Excellent communication and stakeholder management skills, including with legal, compliance, and executive leadership Strong financial modeling and forecasting capabilities Demonstrated ability to independently drive complex, cross-functional initiatives Proven knowledge of accounting and financial reporting on a GAAP and cash basis Strategic thinker with a commercial mindset and a high level of business judgment Bachelor's degree in Finance, Economics, or related field; MBA or other advanced degree a plus The base salary range for this position is $160,000 to $190,000 in the location(s) of this posting. Individual salaries are determined through a variety of factors, including, but not limited to, education, experience, knowledge, skills, and geography. Base salary does not include other forms of total compensation such as bonus compensation and other benefits. Our benefits package includes medical, dental and vision coverage, life and AD&D insurance, 20 days of paid time off, 9 sick days, and a 401(k) plan with a company match. If you have a great candidate in mind for this role and would like to have the potential to earn $15,000 if your referred candidate is successfully hired and employed by The Voleon Group, please visit our website for more information on the Voleon Referral Bonus Program. The Voleon Group is an Equal Opportunity employer. Applicants are considered without regard to race, color, religion, creed, national origin, age, sex, gender, marital status, sexual orientation and identity, genetic information, veteran status, citizenship, or any other factors prohibited by local, state, or federal law. #J-18808-Ljbffr
$160k-190k yearly 2d ago
Director of Finance - FP&A
Unlearn
Chief finance officer job in San Francisco, CA
Our Mission and Vision Unlearn exists to transform clinical development by making every trial smarter. We harness data, AI, and digital twins to enable faster, more robust studies that bring life-saving treatments to patients faster. This mission drives everything we do as we partner with biopharmaceutical companies to redesign how clinical trials are planned, run, and analyzed. We are defining the future of clinical development with unmatched scientific credibility, replacing uncertainty with AI-powered precision so decisions are clearer and trials are stronger. We don't just disrupt the pharmaceutical industry, we create lasting change. We believe AI will define the future of medicine, and we are committed to building that future responsibly, rigorously, and in close collaboration with our partners in clinical development. About Our Team We come from a variety of backgrounds ranging from machine learning to marketing-but regardless of where we come from, Unlearners share some common traits: Unlearners are ambitious; we aren't intimidated by big, challenging goals. Unlearners are disciplined experimenters; we break down our big goals into smaller chunks and meet as often as necessary to track our velocity and iterate quickly. Unlearners are gritty; we never give up, setbacks just make us try harder. Unlearners are receptive to new ideas; in fact, we hate being stuck with the status quo Unlearners are storytellers; sharing information with each other and with the world is super important, too important to be boring. And, last but not least, Unlearners are team-oriented; we put the mission first, the company second, the team third, and individuals last. Headquartered in San Francisco, Unlearn was founded in 2017 by a team of world-class machine learning scientists. We have raised venture capital from top tier investors such as Altimeter, Insight Partners, Radical Ventures, 8VC, DCVC, and DCVC Bio, and completed our $50 million Series C in January 2024. If our purpose and culture resonate with you, we invite you to apply. The Role We are seeking a Director of Finance & Operations to serve as a strategic partner to the CFO/COO and executive team, owning financial planning, operational processes, and cross-functional business initiatives that drive sustainable growth. This is a high-impact individual contributor role that combines strategic thinking with hands-on execution. You will own the company's FP&A processes, lead operational excellence initiatives, and serve as a trusted advisor to department heads. You'll shape how we allocate resources, evaluate opportunities, and scale our infrastructure. Reporting to the CFO/COO, you will collaborate closely with Tech Ops, Commercial, Product, R&D, People Operations, and Executive teams. The ideal candidate is analytical, strategic, and execution-oriented with strong business partnership skills. What You'll DoStrategic Finance Own annual budgeting, quarterly forecasting, and long-range strategic planning processes Build and maintain financial models for revenue, expenses, headcount, and cash flow Lead scenario planning and sensitivity analysis to support major business decisions Provide financial insights that shape company strategy and resource allocation Prepare materials for executive reviews, investor updates, and board presentations Financial Planning & Analysis Deliver monthly and quarterly business reviews with variance analysis, KPIs, and actionable insights Develop executive dashboards and reporting frameworks that track business performance Partner with department leaders to build bottoms-up budgets aligned with company goals Drive continuous improvement in forecasting accuracy and planning methodologies Business Operations Lead operational planning for capacity modeling, resource optimization, and territory planning Drive process improvements that enhance efficiency and scalability across the organization Manage vendor relationships, contract negotiations, and procurement activities Implement and optimize business systems and tools to support data-driven decision making Own special projects and strategic initiatives on behalf of leadership Cross-Functional Partnership Partner with Commercial on pipeline analytics, bookings forecasting, and revenue planning Collaborate with Product and R&D on project costs, resource planning, and ROI analysis Support People Operations on workforce planning and compensation analysis Translate complex financial concepts into clear insights for diverse stakeholders What You BringRequired Experience 8-12 years in FP&A, Operations, Corporate Finance, or Consulting Experience managing full planning cycles (budgeting, forecasting, long-range planning) Proven ability to influence senior leadership and drive cross-functional alignment Background in tech, biotech, healthcare, SaaS, or high-growth analytical industries Technical Skills Advanced Excel/Google Sheets proficiency with strong financial modeling capabilities Experience with business systems (ERP, CRM, BI tools) Understanding of key financial metrics, and cash flow management Ability to build dashboards, reports, and analytical frameworks SQL or data analysis skills a plus Personal Attributes Strategic thinker who can balance big-picture vision with detailed execution Exceptional analytical rigor and problem-solving skills Strong communicator who can present to executives and boards Self-starter with ownership mentality and bias for action Adaptable and comfortable with ambiguity in fast-paced environments Collaborative partner who builds trust across the organization Preferred MBA or advanced degree in Finance, Business, or Economics Experience at venture-backed startups or high growth companies Exposure to board materials and investor reporting Benefits & Perks The following benefits and perks are for full time roles only. Generous equity participation 100% company-covered medical, dental, & vision insurance plans 401k plan with matching Flexible PTO plus company holidays Annual company-wide break December 24 through January 1 Commuter benefits Paid Parental Leave Unlearn is an equal opportunity employer. At Unlearn, we are committed to building a diverse and inclusive workplace, because inclusion and diversity are essential to achieving our mission. If you're excited about this role, and your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply nevertheless. #J-18808-Ljbffr
$114k-179k yearly est. 3d ago
Director of Finance
Openenvoy Inc.
Chief finance officer job in San Mateo, CA
Our approach is to design simple, elegant software that automates the AP process so Finance teams can improve cash flow in real time, sending money directly to the bottom line. We are bringing joy back to finance professionals allowing them to shed repetitive tasks and focus on more strategic work to stay ahead of the curve. It's time Finance had modern tech dedicated to their workflow. We're just getting started! As a distributed team, we are committed to building an exceptional culture and product. We are backed by leading SV investors including Riot Ventures, RRE, Naval Ravikant, Hack Fund, and others. As the Director of Finance, you will be the cornerstone of our company's success, driving innovation, shaping strategy, and ensuring sustainable growth. Reporting directly to the CEO, you'll partner closely with senior leaders to lead the charge on transforming financial insights into impactful decisions. Responsibilities Partner with Sales, Marketing, and Customer Success teams to analyze performance and identify areas for improvement. Will also negotiate deals, model value for customers, help identify and close new partners. Analyze sales pipeline data to identify opportunities for improvement and forecast future revenue. Develop and implement comprehensive financial plans, budgets, and forecasts. Conduct in-depth financial analysis to identify trends, opportunities, and risks. Optimize cash flow and working capital management. Elevate our reporting processes to provide clear, actionable insights to stakeholders. Implement systems and tools that make our financial operations scalable and future-ready. Prepare detailed financial reports and presentations for executive leadership and the board of directors. Support fundraising activities, including investor presentations and due diligence. Maintain strong relationships with investors and provide regular updates on financial performance. Qualifications Bachelor's degree in Finance, Business, Economics, Statistics, or a related field. 4+ years of experience in finance, startups, or investment banking roles. Proven track record of success. Strong analytical and problem-solving skills. Excellent communication and presentation skills. Experience with financial modeling, forecasting, and budgeting. Ability to thrive in a fast-paced, dynamic environment. Apply now Open Envoy is committed to equal employment opportunity and does not discriminate in any employment opportunities or practices based on an individual's race, color, creed, gender (including gender identity and gender expression), religion (all aspects of religious beliefs, observance or practice, including religious dress or grooming practices), marital status, registered domestic partner status, age, national origin or ancestry (including language use restrictions and possession of a driver's license issued under California Vehicle Code section 12801.9), natural hair, physical or mental disability, political affiliation, medical condition (including cancer or a record or history of cancer, and genetic characteristics), sex (including pregnancy, childbirth, breastfeeding or related medical condition), genetic information, sexual orientation, military and veteran status or any other consideration made unlawful by federal, state, or local laws. It also prohibits unlawful discrimination based on the perception that anyone has any of those characteristics, or is associated with a person who has or is perceived as having any of those characteristics. Open Envoy participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. #J-18808-Ljbffr
$114k-180k yearly est. 3d ago
Strategic Hospital Finance Controller
Bileddo Associates
Chief finance officer job in San Francisco, CA
A healthcare consulting firm is seeking a Controller for a not-for-profit hospital in California. This role involves overseeing accounting operations and financial reporting, ensuring compliance with healthcare standards, and collaborating with executive leadership. Ideal candidates will possess a Bachelor's degree in Accounting or Finance, with strong healthcare accounting experience preferred. A competitive compensation package and benefits are offered. #J-18808-Ljbffr
$91k-139k yearly est. 2d ago
Tax Director, NorCal Corporate Tax
Baker Tilly International 4.6
Chief finance officer job in San Francisco, CA
# **Overview**Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.*Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.**Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.*# **Job Description:**Tax Director Responsibilities If yes, consider joining Baker Tilly (BT) as a Tax Director with the NorCal Corporate Tax team! This is a great opportunity to be a valued business advisor delivering industry-focused tax advisory and compliance services to middle market clients. You will work side-by-side with firm leadership to serve clients and build the business, having a direct impact on the firm's success. Additionally, you will be a mentor and coach to a group of talented staff, utilizing your expertise to help develop their technical and professional skills. If you are invigorated by these exciting challenges, then this could be the right opportunity for you! As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development. You'll enjoy this role if: You are looking for an opportunity to build your career in a specific industry, becoming an industry expert to the clients you serve You can see yourself as a trusted business advisor, working face-to-face with clients to find creative solutions to complex accounting and business challenges You want to work for a leading CPA advisory firm that serves middle market clients and whose owners have both their clients' and employees' best interests in mind and are transparent in their decisions You value your development and want to work for a firm that provides you the autonomy to own your schedule and career through structured programs (ask us about My Time Off, My Development and Dress for Your Day!) You want to contribute to your engagement team's professional growth and develop your own leadership skills to build a career with endless opportunities now, for tomorrow What you will do: Be a trusted member of the engagement team providing various corporate tax compliance and consulting services to industry specific clients: Be a valued tax business advisor, lead client relationships on day to day tax matters with various clients ranging from middle market to multinational Consult on technical matters and special projects in various areas of corporate and flow through taxation, accounting methods, and ASC740 Research various tax matters, responding to IRS and other tax authority inquiries, and make recommendations to the client for consideration Coordinate with specialty tax practices on complicated tax matters in the state and local, high net worth, international, research and development along with credits and incentives areas Manage client engagement staffing, billings/collections, and ensure client profitability targets are met Utilize your entrepreneurial skills to network and build strong relationships internally and externally with the goal of acquiring new clients, projects, and revenue Invest in your professional development individually and through participation in firm wide learning and development programs Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals Enjoy friendships, social activities and team outings that encourage a work-life balance Qualifications Successful candidates will have: Bachelor's degree in accounting or law, or a similar degree in business, master's or advanced degree desirable CPA or JD required Eight (8) + years' experience providing federal tax compliance and consulting services in a professional services firm Five (5)+ years' of supervisory experience, mentoring and counseling associates Demonstrated management, analytical, organization, interpersonal, project management, communication skills Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects Highly developed software and Microsoft Suite skills Eligibility to work in the U.S. without sponsorship preferred Corporate Tax DirectorResponsibilities If yes, consider joining Baker Tilly (BT) as a Corporate Tax Director! This is a great opportunity to be a valued business advisor delivering industry-focused tax advisory and compliance services to midmarket and large corporate clients. You will work side-by-side with firm leadership to serve clients and build the business, having a direct impact on the firm's success. Additionally, you will be a mentor and coach to a group of talented staff, utilizing your expertise to help develop their technical and professional skills. If you are invigorated by these exciting challenges, then this could be the right opportunity for you! As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development. You'll enjoy this role if: You are looking for an opportunity to build your career in a specific industry, becoming an industry expert to the clients you serve You can see yourself as a trusted business advisor, working face-to-face with clients to find creative solutions to complex accounting and business #J-18808-Ljbffr
$139k-203k yearly est. 3d ago
Controller Hospital Finance
Bileddo Associates
Chief finance officer job in San Francisco, CA
Central California Our client is a 25-bed Critical Access not-for-profit hospital centrally located in California. Minutes to wine country and over 300 wineries! They have engaged us to locate an experienced Controller to lead accounting operations, financial reporting, and internal controls in a complex, regulated environment. This role is ideal for a finance professional who wants ownership, leadership visibility, and the ability to directly influence organizational performance. Why Controllers Choose This Role High-Impact Scope: Oversight of accounting operations, reporting accuracy, and compliance in a mission‑critical environment. Leadership Partnership: Regular collaboration with executive leadership and operational leaders. Process Authority: Opportunity to improve close cycles, reporting workflows, and internal controls. Stability‑Focused Environment: Emphasis on financial discipline, transparency, and long‑term sustainability. Key Responsibilities Lead month‑end and year‑end close processes, ensuring timely and accurate financial statements. Oversee general ledger, accounts payable, accounts receivable, payroll coordination, and fixed assets. Ensure compliance with healthcare accounting standards, internal controls, and audit requirements. Partner with leadership on budgeting, forecasting, and financial analysis. Support external audits and regulatory reporting. Identify opportunities to improve efficiency, controls, and financial visibility. Qualifications Bachelor's degree in Accounting, Finance, or related field (CPA preferred). Healthcare accounting experience strongly preferred. Proven experience managing close processes and financial reporting. Strong knowledge of GAAP and internal control frameworks. Ability to partner effectively with non‑finance leaders. Compensation & Benefits Competitive compensation and benefits package offered. Full details provided during the interview process. Next Steps Qualified candidates are encouraged to apply or inquire confidentially for additional information to the link below. Click here to apply online #J-18808-Ljbffr
$91k-139k yearly est. 2d ago

Learn more about chief finance officer jobs

How much does a chief finance officer earn in Santa Clara, CA?

The average chief finance officer in Santa Clara, CA earns between $93,000 and $276,000 annually. This compares to the national average chief finance officer range of $80,000 to $257,000.

Average chief finance officer salary in Santa Clara, CA

$161,000

$93,00010%

$161,000Median

$276,00090%

What are the biggest employers of Chief Finance Officers in Santa Clara, CA?

The biggest employers of Chief Finance Officers in Santa Clara, CA are:

Valid8 Financial
Futureshaper.com
V15P1Talonnn
Pipeline
Rockridge Resources
CoreWeave
KeyPoint Credit Union
Robert Half
Bitdeer
Bitdeer Group

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Chief Finance Officer Santa Clara, CA Jobs

Chief finance officer jobs in Santa Clara, CA - 972 jobs

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Chief of Staff to CEO - Fast-Growth FinTech (NYC)

Director of Finance

Finance Director

Financial Controller (San Francisco, CA)

Director of Strategic Finance

Director of Finance - FP&A

Director of Finance

Strategic Hospital Finance Controller

Tax Director, NorCal Corporate Tax

Controller Hospital Finance

Learn more about chief finance officer jobs

How much does a chief finance officer earn in Santa Clara, CA?

What are the biggest employers of Chief Finance Officers in Santa Clara, CA?