Associate Financial Advisor
Finance analyst job in Belmont, CA
Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.
You thrive in an inclusive team environment, are a continuous learner, have a people-serving mindset and are passionate about making an impact to change lives. You and your financial advisor will complement each other to create capacity and provide value to your community.
Job Overview
Position Schedule: Full-Time
Branch Address: 1 Twin Pines Ln Suite 104, Belmont, CA
This job posting is anticipated to remain open for 30 days, from 03-Dec-2025. The posting may close early due to the volume of applicants.
If you're looking for a challenging and rewarding career, the Associate Financial Advisor role at Edward Jones may be the right opportunity for you. With the same licensing as our Financial Advisors, Associate Financial Advisors work with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy.
Our Associate Financial Advisors are an essential part of the client team, and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints to help achieve exceptional results and improve the lives of our clients.
We'll give you the support you need.
Our team will be there every step of the way, providing:
Paid training - Get registered and licensed and learn how to be an associate financial advisor with the industry's top training program
A support network that extends beyond your branch office and includes headquarters assistance via phone, email and firm intranet resources
What characteristics would make you a successful Associate Financial Advisor?
Build meaningful relationships with clients with an understanding of legal and regulatory requirements related to selling financial solutions
Critical thinker, problem solver, and sound judgement to provide solutions to personalized investment issues, involving the FA when appropriate
Resiliency and adaptability in a nimble learning environment
Attention to detail, strong organizational and time management skills
Can you see yourself...
Providing personalized investment and financial solutions to clients?
Cultivating relationships in your local community to grow the business?
Contributing to the branch business plan to increase branch effectiveness?
As a salaried professional, you can also expect...
A culture of continuous improvement and professional development
Full-time Associates receive the following benefits:
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.
You'll be competitively compensated...
Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities.
The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the Associate Financial Advisor role.
Hiring Minimum: $88400.00
Hiring Maximum: $105100.00
Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf.
Read More About Job Overview
Skills/Requirements
Key responsibilities with existing and newly created clients
Responsibilities may include:
Gathering information and collecting suitability to deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create a personalized, comprehensive strategy to achieve their goals.
Meeting with clients regularly to track progress toward goals, uncover additional assets, proactively address emerging concerns, and adjust their strategy to ensure their needs are met.
Partnering with other members of the clients' professional team such as attorneys, accountants, trust officers, to help fully understand clients' goals and circumstances.
Researching portfolio performance, cost/fees, asset allocation and changes to portfolio construction/investments, and make recommendations to client.
Collaborate with the FA and branch team to ensure alignment and create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
Cultivating relationships with organizations and businesses to maintain presence in the community and obtain referrals and new business.
Coordinate with the FA to assist in the creation of new clients via face-to-face and virtual sourcing strategies.
Continually develop yourself to grow personally and professionally.
Job Requirements
High School Diploma/Equivalent required; Bachelor's degree preferred
Series 7 and Series 66 required, if not currently registered, registrations may be obtained at Edward Jones during the assigned study period
At least 3-5 years of relevant experience in securities industry preferred
FINRA licenses required within three months. State insurance licenses required
As an associate, you are required to complete all ongoing training offered by the firm and regulatory authorities, as well as required training to maintain license in good standing
Read More About Skills/Requirements
Awards & Accolades
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Read More About Awards & Accolades
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
General Accountant 3 - Oakland, CA, Job ID 81892
Finance analyst job in Oakland, CA
The University of California Agriculture and Natural Resources (UC ANR) is a highly complex organization with operations spanning 58 county offices, five UC campuses, and nine research and extension centers across the State of California. This network of UC researchers and educators is dedicated to the creation, development, and application of knowledge in agriculture, natural resources, and community health and economic prosperity.
The UC ANR Financial Services Unit, within the Office of the Controller, provides leadership and technical expertise in the development, management, analysis, reporting, and coordination of financial services for UC ANR. The unit ensures that UC ANR's financial activities, including those of the regional, county, and special program offices, comply with University business and finance regulations as well as funding agency requirements. This includes a range of accounting functions such as analyzing, monitoring, preparing, and reconciling financial information to reflect the organization's financial condition. The unit is also involved in the preparation of financial reports to meet both internal and external reporting requirements and to support operational control. Additionally, it is involved in the development, implementation, and monitoring of accounting systems, policies, and procedures.
Position Summary
The General Accountant in the Financial Services unit is responsible for performing complex accounting tasks, including analyzing, monitoring, preparing, and reconciling financial information. This ensures the accurate representation of the organization's financial condition and supports internal and external reporting requirements. Additionally, the role involves developing, implementing, and monitoring accounting systems, policies, and procedures.
This position uses professional accounting knowledge to resolve complex assignments, often involving data analysis from multiple sources. The General Accountant will exercise judgment within defined accounting practices, working with general guidance and detailed instructions for more complex tasks. The role involves regular communication with both internal and external stakeholders to ensure accurate financial management.
Financial management is complex, involving multiple campuses and the Office of the President, each with distinct and different financial information and accounting systems. This position reports directly to the Oakland office location. Our current policy supports a hybrid work model, which may require occasional travel to our Davis office.
This position is a contract appointment that is 100% fixed and ends one year from the date of hire, with the possibility of extension if funding permits.
The home department for this position is Financial Services. While this position normally is based in Oakland, CA, this position is eligible for hybrid flexible work arrangements for applicants living in the State of California at this time. Please note that hybrid flexible work arrangements are subject to change by the University.
Pay Scale: $72,600/year to $100,800/year
Job Posting Close Date:
This job is open until filled. The first application review date will be 10/28/2025.
Key Responsibilities:
40%
General Ledger Transaction Recording & Review: Oversee the accurate and timely recording of general ledger transactions and adjustments in compliance with Generally Accepted Accounting Principles (GAAP). Ensure compliance with University policies and provide assistance to ANR administrative staff when needed.
25%
Financial Analysis & Reporting: Oversee the ANR portion of the General Ledger across multiple campuses. Review account and fund balances for compliance with budgets, University policies, and regulations. Resolve accounting discrepancies, maintain Common Chart of Account codes, and support reporting and analysis of financial data.
20%
Financial Policies, Procedures, and Systems Management & Training: Provide training and ongoing support to ANR staff on financial systems and ensure accurate transaction processing across campuses. Assist in the development, implementation, and maintenance of UC ANR financial policies and procedures, ensuring compliance with GAAP, University policies, and relevant Federal and other agency regulations as needed.
10%
Cash Management: Responsible for the recording, monitoring and review of financial control transactions and balances. Ensure that transactions are recorded timely and accurately. Ensuring compliance with Federal, State, and UC regulations and policies governing the use of the funds. Responsible for the accurate and timely preparation of the quarterly and annual reconciliations.
5%
Other Duties: Support other areas of Financial Services, such as cash, Federal and State funds management. Participate in meetings, projects, and other duties as assigned.
Requirements:
Bachelor's degree in related area and / or equivalent experience / training.
Minimum 3 years of progressive accounting or related experience, preferably in University or Corporate Accounting
Thorough understanding of GAAP and accounting practices, including financial statement preparation, reconciliation, and internal controls
Proficiency in accounting software and/ or ERP Systems (e.g. Oracle, SAP, or similar); experience with asset management systems is a plus
Strong analytical and problem-solving skills with ability to manage complex and resolve accounting issues
Excellent interpersonal skills to effectively collaborate with staff and stakeholders, and to address customer service needs.
Attention to detail and accuracy, with ability to manage multiple priorities and meet deadlines.
Strong written and verbal communication skills, with ability to explain complex accounting concepts clearly.
Preferred Skills:
Accounting experience in higher education or in UC.
Knowledge of GAAP related to capital asset accounting, fixed assets, depreciation, reconciliation processes, and GASB Statements.
Thorough knowledge of accounting functions and assignments.
Special Conditions of Employment:
Must possess valid California Driver's License to drive a County or University vehicle. Ability and means to travel on a flexible schedule as needed, proof of liability damage insurance on vehicle used is required. Reimbursement of job-related travel will be reimbursed according to University policies.
The University reserves the right to make employment contingent upon successful completion of the background check. This is a designated position requiring a background check and may require fingerprinting due to the nature of the job responsibilities. UC ANR does hire people with conviction histories and reviews information received in the context of the job responsibilities.
As of January 1, 2014, ANR is a smoke- and tobacco-free environment in which smoking, the use of smokeless tobacco products, and the use of unregulated nicotine products (e-cigarettes), is strictly prohibited.
As a condition of employment, you will be required to comply with the University of California Policy on Vaccination Programs, as may be amended or revised from time to time. Federal, state, or local public health directives may impose additional requirements.
Exercise the utmost discretion in managing sensitive information learned in the course of performing their duties. Sensitive information includes but is not limited to employee and student records, health and patient records, financial data, strategic plans, proprietary information, and any other sensitive or non-public information learned during the course and scope of employment. Understands that sensitive information should be shared on a limited basis and actively takes steps to limit access to sensitive information to individuals who have legitimate business need to know. Ensure that sensitive information is properly safeguarded. Follow all organizational policies and laws on data protection and privacy. This includes secure handling of physical and digital records and proper usage of IT systems to prevent data leaks. The unauthorized or improper disclosure of confidential work-related information obtained from any source on any work-related matter is a violation of these expectations.
Misconduct Disclosure Requirement: As a condition of employment, the final candidate who accepts a conditional offer of employment will be required to disclose if they have been subject to any final administrative or judicial decisions within the last seven years determining that they committed any misconduct; received notice of any allegations or are currently the subject of any administrative or disciplinary proceedings involving misconduct; have left a position after receiving notice of allegations or while under investigation in an administrative or disciplinary proceeding involving misconduct; or have filed an appeal of a finding of misconduct with a previous employer.
a. "Misconduct" means any violation of the policies or laws governing conduct at the applicant's previous place of employment, including, but not limited to, violations of policies or laws prohibiting sexual harassment, sexual assault, or other forms of harassment, discrimination, dishonesty, or unethical conduct, as defined by the employer. For reference, below are UC's policies addressing some forms of misconduct:
UC Sexual Violence and Sexual Harassment Policy
UC Anti-Discrimination Policy
Abusive Conduct in the Workplace
To apply, please visit: https://careerspub.universityofcalifornia.edu/psc/ucanr/EMPLOYEE/HRMS/c/HRS_HRAM_FL.HRS_CG_SEARCH_FL.GBL?Page=HRS_APP_JBPST_FL&JobOpeningId=81892&PostingSeq=3&SiteId=17&language Cd=ENG&FOCUS=Applicant
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Investment Banking Associate
Finance analyst job in San Francisco, CA
Blacklock Group are partnered with an elite boutique who are looking to add an associate to their M&A group. The group are particularly strong in the healthcare and tech spaces.
Candidates with strong sell-side M&A reps are sought after for this opportunity.
175k - 225k base salary, with a competitive bonus.
Merchandise Planning Analyst
Finance analyst job in San Francisco, CA
About the Role:
In this role you will be a part of the Inventory Management team that brings the financial strategy of our product vision to life by managing the largest financial asset of the company: our product itself. In your role, you will drive the success of one or more product categories by creating a financial roadmap and marrying it to brand strategy and customer needs. You are passionate about using your qualitative and quantitative skillset in a fashion retail environment and find joy and creativity in forecasting and financial planning. You are curious, innovative, and focused on executing an amazing customer experience while delivering/exceeding financial targets. Strong analytical and storytelling skills will serve you well, and a collaborative mindset is a must.
What You'll Do:
Analyze historical data and current trends to identify risks and opportunities by division and department
Collaborate with Merchandising to develop and communicate a comprehensive strategy that aligns future financial and product opportunities by division and department
Create preseason sales, gross margin and inventory plans by division and department that support product strategies
Reconcile top down to bottom up division/department plans
Recap and analyze actual sales results to plan, and forecast in season sales and inventories on a weekly / monthly / quarterly basis
Collaborate with peers to ensure consistency of information, share best practices and develop systems knowledge
Develop and maintain effective working relationships with members of cross functional team (Merchandising, Visual, Production, Distribution, Planning and Company Planning)
Who You Are:
Must love Excel, have strong technical skills, and be systems savvy
Believe in the Power of Team; builds constructive and effective relationships with a broad and diverse group of business partners
Possess strong business acumen and strategic agility, able to handle many projects simultaneously while effectively prioritizing workload
Demonstrate strong listening, written and oral communication skills, able to present ideas and directions that rally others to action
Benefits at Old Navy:
Merchandise discount for our brands: 50% off regular-priced merchandise at Old Navy, Gap, Banana Republic and Athleta, and 30% off at Outlet for all employees.
One of the most competitive Paid Time Off plans in the industry.*
Employees can take up to five “on the clock” hours each month to volunteer at a charity of their choice.*
Extensive 401(k) plan with company matching for contributions up to four percent of an employee's base pay.*
Employee stock purchase plan.*
Medical, dental, vision and life insurance.*
See more of the benefits we offer.
*For eligible employees
Gap Inc. is an equal-opportunity employer and is committed to providing a workplace free from harassment and discrimination. We are committed to recruiting, hiring, training and promoting qualified people of all backgrounds, and make all employment decisions without regard to any protected status. We have received numerous awards for our long-held commitment to equality and will continue to foster a diverse and inclusive environment of belonging. In 2022, we were recognized by Forbes as one of the World's Best Employers and one of the Best Employers for Diversity.
Salary Range: $67,900 - $86,600 USD
Employee pay will vary based on factors such as qualifications, experience, skill level, competencies and work location. We will meet minimum wage or minimum of the pay range (whichever is higher) based on city, county and state requirements.
Operations Analyst
Finance analyst job in San Francisco, CA
Job Title: Business Operations Analyst
Salary: $76,666-$100,000
Skills: Business Ops Automation, SQL, Report Building, AI Chat, Automate, Technology Industry, start-up
About the Technology Company / The Opportunity:
Are you a proactive Business Ops Analyst eager to drive impactful change in the fast-evolving technology sector? Our client, a forward-thinking start-up in the Technology industry, offers the opportunity to analyze complex business processes and champion automation initiatives. This San Francisco-based role provides the chance to collaborate across insurance, payroll, and private equity domains, leveraging cutting-edge tools and platforms to build reliable solutions that drive business performance.
This role puts you at the center of scaling internal systems, streamlining processes, and leveraging AI to build smart workflows. You'll have the opportunity to design automations, generate insights through data, and directly influence how the business operates - all while collaborating with a forward-thinking leadership team.
Responsibilities:
Oversee day-to-day business operations and identify opportunities for optimization
Build automations and workflows using n8n and other no/low-code tools
Create and maintain reports and data pipelines using SQL
Implement AI tools (e.g., ChatGPT, Claude) to enhance processes and internal systems
Collaborate with leadership to identify operational bottlenecks and design solutions
Serve as a key liaison between operations, engineering, and strategy teams
Must-Have Skills:
Demonstrated experience as a Business Analyst within the technology sector.
Strong proficiency in SQL for data analysis and reporting.
Hands-on experience with automation tools and technology platforms.
Ability to design, build, and optimize business reports and workflows.
Expertise in insurance, payroll, or private equity processes.
Nice-to-Have Skills:
Familiarity with insurtech solutions and industry compliance standards.
Knowledge of advanced AI platforms such as Claude and ChatGPT.
Exposure to Private Equity operational frameworks.
Experience implementing automation in cross-functional teams.
Strong communication skills for stakeholder presentations and change management.
Financial Analyst
Finance analyst job in Walnut Creek, CA
Job Title: Finance Analyst
Duration: 4 months (Temp to perm - Looking to fill a perm role)
Pay rate : $31 - $33/hr. on w2
Shift : M-F 8-5
As a Finance Analyst, you will apply basic cash and accrual accounting fundamentals to prepare, evaluate, maintain, and deliver complete and accurate financial reports for a portfolio of clients and properties.
Resource's typical working day:
Junior role
Managing on a bi weekly basis AP packages for the client
Approval for invoices, coding on those invoices in the system
Lease administration
CAM reconciliations- annually occurs in Jan for the previous year- goes from Jan to June
After that a little more project based
Must Have Skills:
Strong finance and accounting, reconciliation skills
Very good demeanor
Professional appearance
Professional communication
Excel
Working with large data sets
Looking for someone enthusiastic
Need to be able to work independently
Intermediate math skills and problem solving skills
Nice to have skills: Any kind of lease administration experience
Years of Experience:
Pretty junior role
Preference would be year or 2 of experience
Education: Prefer bachelor's degree
Software skills: Excel
Interview Process: Virtual interviews with team, final onsite
Sap Finance Control Consultant
Finance analyst job in San Jose, CA
Job Title: SAP FICO Techno-Functional Consultant
Clearance Requirement: U.S. Citizen or Green Card Holder
Employment Type: Contract
Job SummaryLooking for Strong S/4 Hana FI resource with implementation exp. who must have worked with any Tier 1 companies (like Deloitte, Accenture, EnY etc),ready to work from PayPal SanJose office.
Job details :
• Minimum 8+ years of work experience in SAP FICO, including enhancement and support projects
• Exposure to S/4HANA Simple finance and Migration process
• Experience in implementation minimum of 2 projects
• Profound understanding of Digital transformation and its impact on SAP
• Exposure in New General ledger, Payables, receivables, Asset accounting, controlling and Integration with other modules
• Extensive knowledge in Financial accounting and closing operations
• Experience with working in custom developments and interfaces.
• Strong knowledge in Business processes and best practices
Sap Finance Control Consultant
Finance analyst job in San Jose, CA
Are you a senior SAP Finance leader ready to shape the future of enterprise transformation? We're seeking an expert with deep S/4HANA experience to drive innovative finance solutions across a wide range of business processes. In this role, you'll lead end-to-end design, guide fit-gap discussions, influence digital transformation strategies, and help build modern, scalable Finance capabilities.
You'll work across key areas like Central Finance, Universal Journal, Asset Accounting, Banking, AP/AR, Controlling, and more-bringing your experience from multiple implementations, custom developments, and complex integrations (including BTP and CPI). If you thrive in challenging environments where your expertise directly impacts business outcomes, this role offers the opportunity to lead with vision and deliver meaningful change.
Ready to make a major impact? Let's talk.
Sap Finance Control Consultant
Finance analyst job in Foster City, CA
**Please only apply if you are currently a Bay Area resident**
Title: SAP Controlling (CO) Consultant
Job Type: Contract - W2
Contract Length: 6+ Months
About the Opportunity:
Our client, a leader in the Autonomous Technology industry, is looking for a skilled SAP Controlling (CO) Consultant to join their team for a 6+ month engagement. This project involves designing, configuring, and implementing SAP CO solutions (focusing on Product Costing and CO-PA) to optimize controlling processes within a rapidly scaling manufacturing and automotive environment. This is a high-impact role that requires a self-motivated professional who can hit the ground running and deliver results quickly.
Key Responsibilities & Deliverables:
This role is focused on the successful completion of specific tasks and deliverables. Your responsibilities will include:
Design and Implement CO: Lead the design, configuration, and implementation of core SAP CO modules, including Product Costing (Standard & Actual), Material Ledger, and Profitability Analysis (CO-PA).
Integration & Process Optimization: Ensure seamless integration across SAP modules (FI, MM, SD, PP) and drive process optimization in areas like costing runs and variance analysis for automotive operations.
Stakeholder Collaboration: Collaborate with finance, manufacturing, and supply chain teams to gather requirements, analyze processes, and deliver tailored SAP CO solutions.
Functional Specifications: Conduct workshops, prepare functional specifications, and guide ABAP/technical teams during the development life cycle.
Testing and Support: Perform system testing, support UAT, and act as a Subject Matter Expert (SME) for CO in post-go-live stabilization and new S/4HANA innovations.
Required Skills & Experience:
We are looking for someone with a proven track record of successful contract engagements. The ideal candidate will have:
7+ years of SAP CO functional experience with strong manufacturing domain knowledge.
Deep expertise in Product Costing, Material Ledger, and CO-PA in manufacturing/automotive industries, along with a solid knowledge of S/4HANA Finance/CO. This isn't a learning role-you need to be a subject matter expert.
Demonstrated ability to work autonomously and manage your own time effectively to meet project goals.
Experience with at least 2 full-cycle SAP implementations, strong FI integration knowledge, and exposure to automotive costing models.
Strong communication skills to provide clear and concise status updates to the project team, coupled with excellent problem-solving and stakeholder management skills.
Financial Planning and Analysis Manager
Finance analyst job in Fremont, CA
Camino Search is partnered with a rapidly scaling, technology-driven e-commerce company to appoint an FP&A Manager. The business has grown quickly and is building a high-performing finance function that can deliver strategic insight, strong operational partnership, and accurate forecasting in a fast-paced environment.
About the Role
Our client is seeking a highly strategic FP&A Manager to lead financial planning, partner cross-functionally, and strengthen the company's financial discipline during a period of rapid expansion. Reporting directly to the Head of Corporate Finance, this leader will oversee core planning processes, manage complex forecasting models, and provide actionable insights into margin performance, cost drivers, and operational efficiency. The role is hybrid and based in the San Francisco and Palo Alto area.
Key Responsibilities
✔ Lead the company's budgeting, forecasting, and long-range planning processes, ensuring alignment with strategic goals
✔ Manage, enhance, and oversee complex financial models across PCOGS, DDP, tariffs, supply chain cost structures, and unit economics
✔ Own Monthly Business Review reporting, delivering executive-level insights and performance narratives
✔ Partner strategically with merchandising, sourcing, production, planning, and procurement leaders to drive informed decision-making
✔ Conduct deep-dive margin, variance, and sensitivity analyses, identifying opportunities to improve profitability and operational leverage
✔ Improve financial systems, tools, and processes, strengthening visibility into cost drivers and operational KPIs
✔ Guide junior analysts or cross-functional stakeholders, elevating analytical rigor across the finance organization
✔ Translate complex financial data into clear, concise recommendations and influence decision-making at the senior leadership level
✔ Ensure data integrity, validate assumptions, and maintain strong financial governance across planning deliverables
Ideal Candidate Profile
🔹 ~8-10 years of experience in FP&A, strategic finance, or corporate finance within dynamic, high-growth environments
🔹 Strong modelling expertise with deep understanding of product cost economics, supply chain cost drivers, and unit economics
🔹 Advanced Excel or Google Sheets capability; familiarity with financial planning systems (Anaplan, Adaptive, NetSuite, or similar)
🔹 Background in e-commerce, retail, consumer goods, or other fast-moving, operationally complex industries
🔹 Strong grasp of GAAP, GL review, financial controls, and accounting fundamentals
🔹 Strong communication skills with the ability to influence executives and cross-functional leaders
🔹 Strategic thinker who is detail-oriented, highly analytical, adaptable, and comfortable with ambiguity
🔹 Proven track record of driving process improvement and elevating financial visibility in scaling organizations
Preferred
🔹 Master's Degree (MBA) or relevant certifications
🔹 Finance experience in a retail, e-commerce, consumer goods, or supply chain-driven industry
🔹 IB/Banking Experience
Sr. Enterprise Resilience Analyst
Finance analyst job in San Jose, CA
What you'll Do
Perform business continuity and disaster recovery risk assessments for critical
vendors.
Validate vendor resilience practices to ensure alignment with Adobe's enterprise
resilience standards.
Publish comprehensive assessment reports, summarizing resilience gaps, risks,
and actionable recommendations.
Provide insights to leadership on emerging risks and resilience trends across the
vendor ecosystem.
Support TPRM and Critical Vendor programs, ensuring compliance with resilience
governance frameworks and risk management policies.
Ensure vendor contracts include resilience and continuity requirements.
Partner with Procurement, Legal, Security, and Business Units to address vendor
resilience risks and implement mitigation strategies.
Lead resilience testing exercises with third parties to validate recovery
capabilities.
Identify and drive process improvements within vendor resilience and risk
management workflows.
Align third-party resilience practices with enterprise resilience frameworks (ISO
22316, NIST, FFIEC, etc.).
Maintain accurate documentation of resilience assessments, reviews, and
program activities for audit and reporting purposes.
What you need to succeed:
5+ years of experience in business continuity, vendor risk management, or third-
party security assessments
Strong knowledge of resilience and risk frameworks (ISO 22301, ISO 22316, NIST,
SOC 2) and enterprise resilience principles.
Proven experience conducting resilience assessments and preparing detailed
reports for executive and technical audiences.
Proficiency in tools and platforms such as Microsoft Office Suite, ServiceNow,
and risk management systems.
Excellent communication and analytical skills, with the ability to translate
resilience findings into actionable recommendations.
Collaborative mindset, capable of working across multiple teams and managing
competing priorities.
Preferred qualifications:
Background in Enterprise Resilience, Risk Management,
Business Continuity, Disaster Recovery, or Information Security; certifications
such as CBCP, CBCI.
Real Estate Financial Analyst
Finance analyst job in San Francisco, CA
The Financial Analyst will play a key role in supporting the company's acquisitions pipeline and portfolio performance initiatives. This role reports directly to the Director of Finance/Acquisitions and will collaborate closely with investment, asset management, and executive leadership teams. The ideal candidate is detail-oriented, financially savvy, and eager to grow within a dynamic real estate investment platform.
Key Responsibilities
Acquisition Analysis & Execution
Underwrite new real estate acquisitions by building and maintaining detailed financial models in Excel and ARGUS.
Analyze potential acquisition targets, including review of offering memoranda, leases, rent rolls, operating statements, budgets, loan documents, and third-party reports.
Assist in the preparation of investment committee materials and presentation decks for internal and external stakeholders.
Support due diligence workflows by coordinating with brokers, attorneys, lenders, and consultants.
Maintain deal-level checklists, timelines, and document control during transaction execution.
Portfolio Analysis & Strategy
Conduct financial analyses on the existing portfolio (currently 37+ assets), including refinancing, sale scenarios, and long-term hold projections.
Support quarterly and annual asset valuations and performance reviews, tracking against underwriting and business plan targets.
Assist in preparing investor and lender reporting, including capital updates, NOI and return forecasts, and capital events.
Research & Market Intelligence
Research local and regional market trends to inform underwriting assumptions.
Monitor peer and comparable transactions to benchmark acquisition and disposition metrics.
Team Collaboration
Work cross-functionally with acquisitions, finance, asset management, and operations teams.
Present analysis findings in clear, concise formats to support decision-making.
Qualifications
Education: Bachelor's degree in Finance, Real Estate, Economics, or Accounting required. Advanced degree or relevant certifications (e.g., CFA, CPA, MSRE) are a plus.
Experience: 2-4 years of relevant work experience in commercial real estate, finance, investment banking, or consulting, with a focus on financial modeling and transaction execution.
Technical Skills
Proficiency in Microsoft Excel, Word, and Outlook.
Experience with ARGUS and/or Yardi strongly preferred.
Strong understanding of real estate financial concepts including NOI, IRR, cap rates, waterfalls, and debt structures.
Planning Analyst (Contract)
Finance analyst job in San Leandro, CA
About the Role
The Planning Analyst is a key contributor within the Retail Planning organization, partnering closely with the Planning & Allocation Manager and the Buying team. This role supports end-to-end retail planning workflows-from seasonal buy preparation, size-level analysis, and inventory optimization to weekly reporting and in-season reforecasting. The Planning Analyst provides data-driven insights, identifies risks and opportunities, and recommends actions that improve inventory productivity, in-stock rates, and store performance.
In addition, this position may provide direct allocation support during peak periods, system implementation, and new-store openings. The ideal candidate is highly analytical, detail-oriented, proactive in problem-solving, and comfortable shifting quickly between tactical tasks and strategic analysis in a fast-paced retail environment.
You'll Make a Difference By
Building size-level size breaks and buying templates for pre-season buys; partnering with buyers to validate and finalize size curves.
Creating and distributing weekly business recaps, highlighting performance drivers, risks, opportunities, and actionable recommendations.
Producing quarterly and seasonal hindsight recaps summarizing wins, misses, and learnings to guide future strategic buying.
Monitoring inventory by style, store type (Full Price, Outlet), and stock category; identifying opportunities to improve inventory utilization.
Performing in-season analysis to recommend re-buys and early releases based on sales trends, inventory levels, and weeks of supply.
Providing allocation coverage for stores as needed when allocators are redirected to system implementation.
Partnering with the Allocation team during new-store openings to prepare initial allocations and order tracking.
Other duties as assigned.
About You
2+ years of retail planning, allocation, business analytics, or merchandising experience.
Strong Excel skills (pivot tables, lookups, formulas) and comfort with retail math (sell-through, WOS, turn, AUR, etc.).
Experience working with reporting systems (Tableau, BI tools preferred).
Ability to synthesize large datasets into clear insights and recommendations.
High attention to detail and accuracy; able to manage multiple deadlines simultaneously.
Strong communication and collaboration skills.
About Ariat
Ariat is an innovative, outdoor global brand with roots in equestrian performance. We develop high-quality footwear and apparel for people who ride, work, and play outdoors, and care about performance, quality, comfort, and style.
The pay range for this position is $37.00-$43.00 per hour.
The salary is determined by the education, experience, knowledge, skills, and abilities of the applicant, internal equity, and alignment with market data for geographic locations. Ariat in good faith believes that this posted compensation range is accurate for this role at this location at the time of this posting. This range may be modified in the future.
This contract position may be eligible for select benefits through the payrolling agency. Benefits may include medical, dental, and vision insurance options and 401k.
Ariat will consider qualified applicants, including those with criminal histories, in a manner consistent with state and local laws. Ariat is an Equal Opportunity Employer and considers applicants for employment without regard to race, color, religion, sex, orientation, national origin, age, disability, genetics or any other basis protected under federal, state, or local law. Ariat is committed to providing reasonable accommodations to candidates with disabilities. If you need an accommodation during the application process, email *************************.
Please see our Employment Candidate Privacy Policy at ********************* to learn more about how we collect, use, retain and disclose Personal Information.
Please note that Ariat does not accept unsolicited resumes from recruiters or employment agencies. In the absence of a signed Agreement, Ariat will not consider or agree to payment of any referral compensation or recruiter/agency placement fee. In the event a recruiter or agency submits a resume or candidate without a previously signed Agreement, Ariat explicitly reserves the right to pursue and hire those candidate(s) without any financial obligation to the recruiter or agency. Any unsolicited resumes, including those submitted directly to hiring managers, are deemed to be the property of Ariat.
Financial Analyst
Finance analyst job in Dublin, CA
Title: Financial Analyst
Duration: 6 month contract to hire
Client Industry: Retail
We are seeking an intellectually curious and self-motivated Senior Financial Analyst to join the Corporate Financial Planning & Analysis (FP&A) team. This role is critical in driving long-term growth and financial results through forecasting, budgeting, reporting, and strategic analysis. The Senior Financial Analyst will provide insights to senior leadership and partner effectively across the organization to influence decision-making.
Must-Haves
Education: Bachelor's degree in an analytical field with strong academic performance.
Experience: 3-5 years post-college experience in financial analysis and planning (preferably within retail or corporate FP&A).
Technical Skills:
Advanced Excel and financial modeling.
Proficiency in PowerPoint.
Ability to learn and use financial systems (e.g., PowerBI, MicroStrategy, Hyperion, Peoplesoft Financial Systems).
Analytical Ability: Strong capability to synthesize data, reconcile work, and design analyses to answer specific questions.
Detail Orientation: High attention to accuracy and quality.
Character: Unquestionable integrity and ability to handle confidential information.
Communication: Clear and effective verbal and written communication skills.
Work Environment: Ability to work in-office regularly with hybrid flexibility.
Plusses
CFA or MBA.
Experience in retail industry.
Familiarity with Flash Sales reporting tools.
Forward-thinking, resourceful mindset with comfort in ambiguity.
Strong problem-solving skills and ability to manage changing priorities.
Compensation: $40.00-50.00/HR
Conversion Salary Expectations: $100,000/YR
Order Management Analyst
Finance analyst job in Emeryville, CA
Order Management Coordinator
Pay: $23-$28/hour
Schedule: Hybrid - In-office Monday/Tuesday/Thursday
A fast-paced supply chain team is seeking an Order Management Coordinator to support purchasing operations, vendor communication, and order accuracy. This role is ideal for someone who is highly detail-oriented, organized, and confident managing multiple priorities while maintaining exceptional communication.
Key Responsibilities
Create and process purchase orders for assigned business categories with accuracy and timeliness.
Track and follow up on shipping and receiving status with suppliers and warehouse teams.
Monitor order fulfillment and shipment progress, providing updates to internal stakeholders.
Maintain up-to-date and accurate information on purchase orders including quantities, ship dates, costs, and item descriptions.
Resolve order delays by managing past-due POs and conducting consistent supplier follow-ups.
Build a reputation of reliability by responding to vendor and internal inquiries promptly-within 24 hours.
Run weekly and monthly reports to support purchasing and planning activities.
Perform additional projects and administrative tasks as assigned.
About You
Previous experience in data entry or order processing.
SAP experience is a plus.
Proficient in Excel, Word, and Outlook.
Strong prioritization skills with the ability to multitask in a dynamic environment.
Highly organized with excellent attention to detail.
Clear written and verbal communication, with the ability to interact effectively at all levels.
Collaborative and team-oriented, with a positive attitude toward change.
Self-motivated, dependable, and able to think independently.
Equal Opportunity Employer/Veterans/Disabled
To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to *******************************************
The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:
• The California Fair Chance Act
• Los Angeles City Fair Chance Ordinance
• Los Angeles County Fair Chance Ordinance for Employers
• San Francisco Fair Chance Ordinance
2026 Intern - Financial Analyst
Finance analyst job in San Jose, CA
Our Company Changing the world through digital experiences is what Adobe's all about. We give everyone-from emerging artists to global brands-everything they need to design and deliver exceptional digital experiences! We're passionate about empowering people to create beautiful and powerful images, videos, and apps, and transform how companies interact with customers across every screen.
We're on a mission to hire the very best and are committed to creating exceptional employee experiences where everyone is respected and has access to equal opportunity. We realize that new ideas can come from everywhere in the organization, and we know the next big idea could be yours!
The Opportunity
Join a high-visibility team managing worldwide consolidation for DME sales finance while driving automation across multiple business processes. This internship offers hands-on experience in forecasting, predictive modeling, and process improvement, providing exposure to global finance operations.
What You'll Do
As an intern, you will:
* Develop and maintain predictive models to improve rolling sales forecasts.
* Analyze historical and current sales/financial data to identify trends and insights.
* Implement automation to streamline reporting and finance workflows.
* Collaborate with cross-functional teams to gather requirements and support business solutions.
* Document models, assumptions, processes, and results for transparency and reproducibility.
* Recommend enhancements to forecasting methodology and reporting tools.
What You Need to Succeed
* Strong analytical and problem-solving skills.
* Hands-on experience with forecasting and predictive modeling.
* Proficiency in data tools such as Excel, SQL, Tableau, or Power BI.
* Attention to detail and commitment to accuracy.
* Ability to work collaboratively and communicate effectively with cross-functional teams.
* Adaptability to navigate ambiguity and propose innovative solutions.
* Understanding of sales finance, forecasting, and global consolidation processes.
* Requirements
* Currently enrolled full-time pursuing a Bachelor's or Master's degree in Finance (or equivalent) with an expected graduation date between December 2026 and June 2027.
* Ability to participate in a full-time internship from May-September.
Technical and functional skills:
* Data analysis and visualization (Excel, SQL, Tableau, Power BI)
* Predictive modeling and statistical analysis (Python, R)
* Financial and sales knowledge, including forecasting and consolidation
* Process automation (VBA, Python, workflow tools)
* Strong problem-solving and critical thinking
* Effective communication and collaboration skills
Expected Impact
* Improved forecast accuracy and reliability.
* Reduced manual effort in sales finance consolidation.
* Enhanced ability to make data-driven business decisions.
* Foundation for scalable automation across other business areas.
Our compensation reflects the cost of labor across several U.S. geographic markets, and we pay differently based on those defined markets. The U.S. pay range for this position is $25.00 -- $30.00 hourly. Your recruiter can share more about the specific pay rate for your job location during the hiring process.
State-Specific Notices:
California:
Fair Chance Ordinances
Adobe will consider qualified applicants with arrest or conviction records for employment in accordance with state and local laws and "fair chance" ordinances.
Colorado:
Application Window Notice
If this role is open to hiring in Colorado (as listed on the job posting), the application window will remain open until at least the date and time stated above in Pacific Time, in compliance with Colorado pay transparency regulations. If this role does not have Colorado listed as a hiring location, no specific application window applies, and the posting may close at any time based on hiring needs.
Massachusetts:
Massachusetts Legal Notice
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Adobe is proud to be an Equal Employment Opportunity employer. We do not discriminate based on gender, race or color, ethnicity or national origin, age, disability, religion, sexual orientation, gender identity or expression, veteran status, or any other applicable characteristics protected by law. Learn more.
Adobe aims to make Adobe.com accessible to any and all users. If you have a disability or special need that requires accommodation to navigate our website or complete the application process, email accommodations@adobe.com or call **************.
Merchandise Planning Analyst
Finance analyst job in San Jose, CA
About the Role:
In this role you will be a part of the Inventory Management team that brings the financial strategy of our product vision to life by managing the largest financial asset of the company: our product itself. In your role, you will drive the success of one or more product categories by creating a financial roadmap and marrying it to brand strategy and customer needs. You are passionate about using your qualitative and quantitative skillset in a fashion retail environment and find joy and creativity in forecasting and financial planning. You are curious, innovative, and focused on executing an amazing customer experience while delivering/exceeding financial targets. Strong analytical and storytelling skills will serve you well, and a collaborative mindset is a must.
What You'll Do:
Analyze historical data and current trends to identify risks and opportunities by division and department
Collaborate with Merchandising to develop and communicate a comprehensive strategy that aligns future financial and product opportunities by division and department
Create preseason sales, gross margin and inventory plans by division and department that support product strategies
Reconcile top down to bottom up division/department plans
Recap and analyze actual sales results to plan, and forecast in season sales and inventories on a weekly / monthly / quarterly basis
Collaborate with peers to ensure consistency of information, share best practices and develop systems knowledge
Develop and maintain effective working relationships with members of cross functional team (Merchandising, Visual, Production, Distribution, Planning and Company Planning)
Who You Are:
Must love Excel, have strong technical skills, and be systems savvy
Believe in the Power of Team; builds constructive and effective relationships with a broad and diverse group of business partners
Possess strong business acumen and strategic agility, able to handle many projects simultaneously while effectively prioritizing workload
Demonstrate strong listening, written and oral communication skills, able to present ideas and directions that rally others to action
Benefits at Old Navy:
Merchandise discount for our brands: 50% off regular-priced merchandise at Old Navy, Gap, Banana Republic and Athleta, and 30% off at Outlet for all employees.
One of the most competitive Paid Time Off plans in the industry.*
Employees can take up to five “on the clock” hours each month to volunteer at a charity of their choice.*
Extensive 401(k) plan with company matching for contributions up to four percent of an employee's base pay.*
Employee stock purchase plan.*
Medical, dental, vision and life insurance.*
See more of the benefits we offer.
*For eligible employees
Gap Inc. is an equal-opportunity employer and is committed to providing a workplace free from harassment and discrimination. We are committed to recruiting, hiring, training and promoting qualified people of all backgrounds, and make all employment decisions without regard to any protected status. We have received numerous awards for our long-held commitment to equality and will continue to foster a diverse and inclusive environment of belonging. In 2022, we were recognized by Forbes as one of the World's Best Employers and one of the Best Employers for Diversity.
Salary Range: $67,900 - $86,600 USD
Employee pay will vary based on factors such as qualifications, experience, skill level, competencies and work location. We will meet minimum wage or minimum of the pay range (whichever is higher) based on city, county and state requirements.
Operations Analyst
Finance analyst job in San Jose, CA
Job Title: Business Operations Analyst
Salary: $76,666-$100,000
Skills: Business Ops Automation, SQL, Report Building, AI Chat, Automate, Technology Industry, start-up
About the Technology Company / The Opportunity:
Are you a proactive Business Ops Analyst eager to drive impactful change in the fast-evolving technology sector? Our client, a forward-thinking start-up in the Technology industry, offers the opportunity to analyze complex business processes and champion automation initiatives. This San Francisco-based role provides the chance to collaborate across insurance, payroll, and private equity domains, leveraging cutting-edge tools and platforms to build reliable solutions that drive business performance.
This role puts you at the center of scaling internal systems, streamlining processes, and leveraging AI to build smart workflows. You'll have the opportunity to design automations, generate insights through data, and directly influence how the business operates - all while collaborating with a forward-thinking leadership team.
Responsibilities:
Oversee day-to-day business operations and identify opportunities for optimization
Build automations and workflows using n8n and other no/low-code tools
Create and maintain reports and data pipelines using SQL
Implement AI tools (e.g., ChatGPT, Claude) to enhance processes and internal systems
Collaborate with leadership to identify operational bottlenecks and design solutions
Serve as a key liaison between operations, engineering, and strategy teams
Must-Have Skills:
Demonstrated experience as a Business Analyst within the technology sector.
Strong proficiency in SQL for data analysis and reporting.
Hands-on experience with automation tools and technology platforms.
Ability to design, build, and optimize business reports and workflows.
Expertise in insurance, payroll, or private equity processes.
Nice-to-Have Skills:
Familiarity with insurtech solutions and industry compliance standards.
Knowledge of advanced AI platforms such as Claude and ChatGPT.
Exposure to Private Equity operational frameworks.
Experience implementing automation in cross-functional teams.
Strong communication skills for stakeholder presentations and change management.
Senior Financial Reporting & Treasury Analyst
Finance analyst job in San Leandro, CA
About the Role
The Senior Financial Reporting & Treasury Analyst is a hybrid role supporting both Financial Reporting and Treasury functions. We are seeking a highly motivated and detail-oriented individual to join our Ariat team. In this role, you will be responsible for consolidating monthly financial statements for multiple entities, handling intercompany reconciliations, monitoring cash flow, and supporting month-end close activities. This is a great opportunity to take on challenging and rewarding tasks in a fast-paced, deadline-driven environment.
You'll Make a Difference By
Consolidating monthly financial statements for multiple entities, including managing intercompany eliminations.
Coordinating the monthly settlement and reconciliation of intercompany balances.
Reconciliation of general ledger accounts, performing variance analysis against budget and prior year performance.
Supporting month-end, quarter-end, and year-end close activities to ensure timely and accurate reporting.
Recording, maintaining, and reconciling company finance leases in compliance with ASC 842.
Participating in the financial audit process and preparing audit schedules.
Monitoring daily cash positions and managing movement of funds to meet daily operating needs
Partnering with finance and accounting teams to create a routine cash forecasting process, including reviewing detailed variance analysis and explanations
Bank account management including account openings, closures, maintenance, and administration of online banking systems
Creating and maintaining bank master data for vendor payments in SAP
Assisting the Accounting department with special projects and driving process improvements to enhance efficiency and accuracy.
Other duties as assigned.
About You
Bachelor's degree in Finance or Accounting.
CPA license is highly preferred.
4-5 years of experience as an accountant, with at least 2 years of relevant experience in financial reporting.
Advanced proficiency in Microsoft Excel, including lookup and reference functions, if statements, and data importing. Knowledge of SAP is preferred, with experience in Adaptive being a plus.
Strong communication and analytical skills, with the ability to clearly explain financial data and trends.
Comfortable working in a fast-paced, deadline-driven environment while maintaining accuracy and attention to detail.
Exceptional organizational, prioritization, multitasking, and time management skills.
Positive attitude, professional demeanor, and a collaborative team player.
Ability to work independently and take initiative with minimal supervision.
About Ariat
Ariat is an innovative, outdoor global brand with roots in equestrian performance. We develop high-quality footwear and apparel for people who ride, work, and play outdoors, and care about performance, quality, comfort, and style.
The salary range for this position is $85,000 - $95,000 per year.
The salary is determined by the education, experience, knowledge, skills, and abilities of the applicant, internal equity, and alignment with market data for geographic locations. Ariat in good faith believes that this posted compensation range is accurate for this role at this location at the time of this posting. This range may be modified in the future.
Ariat's holistic benefits package for full-time team members includes (but is not limited to):
Medical, dental, vision, and life insurance options
Expanded wellness and mental health benefits
Paid time off (PTO), paid holidays, and paid volunteer days
401(k) with company match
Bonus incentive plans
Team member discount on Ariat merchandise
Note: Availability of benefits may be subject to location & employment type and may have certain eligibility requirements. Ariat reserves the right to alter these benefits in whole or in part at any time without advance notice.
Ariat will consider qualified applicants, including those with criminal histories, in a manner consistent with state and local laws. Ariat is an Equal Opportunity Employer and considers applicants for employment without regard to race, color, religion, sex, orientation, national origin, age, disability, genetics or any other basis protected under federal, state, or local law. Ariat is committed to providing reasonable accommodations to candidates with disabilities. If you need an accommodation during the application process, email *************************.
Please see our Employment Candidate Privacy Policy at ********************* to learn more about how we collect, use, retain and disclose Personal Information.
Please note that Ariat does not accept unsolicited resumes from recruiters or employment agencies. In the absence of a signed Agreement, Ariat will not consider or agree to payment of any referral compensation or recruiter/agency placement fee. In the event a recruiter or agency submits a resume or candidate without a previously signed Agreement, Ariat explicitly reserves the right to pursue and hire those candidate(s) without any financial obligation to the recruiter or agency. Any unsolicited resumes, including those submitted directly to hiring managers, are deemed to be the property of Ariat.
Senior Financial Analyst
Finance analyst job in San Francisco, CA
Camino Search is partnered with a rapidly scaling, technology driven e-commerce company to appoint a Senior Financial Analyst. The business has grown quickly and is building a high performing finance function that can deliver strategic insight, strong operational partnership, and accurate forecasting in a fast paced environment.
About the Role
Our client is seeking a highly analytical Senior Financial Analyst to serve as a strategic partner across merchandising, sourcing, production, planning, and procurement. Reporting directly to the Head of Corporate Finance, this position will own complex financial models, strengthen forecasting capability, and provide insight into margin performance, cost drivers, and operational trends. The role is hybrid and based in the San Francisco and Palo Alto area.
Key Responsibilities
✔ Partner with merchandising, sourcing, production, and procurement teams to support financial decision-making
✔ Build and maintain detailed models across PCOGS, DDP, tariffs, and cost structures
✔ Deliver weekly and monthly variance analyses with commentary on key business drivers
✔ Support budgeting and forecasting cycles, including scenario modelling and performance reviews
✔ Prepare Monthly Business Review reporting and maintain alignment across cross-functional teams
✔ Validate assumptions, ensure data accuracy, and collaborate closely with operational leaders
✔ Translate complex financial data into clear, actionable recommendations for senior leadership
✔ Contribute to continuous improvement across financial processes and cost visibility
Ideal Candidate Profile
🔹 Four years of experience in FP&A, strategic finance, or corporate finance
🔹 Strong modelling expertise with a solid understanding of supply chain or product cost economics
🔹 Advanced Excel or Google Sheets capability and comfort with financial planning tools
🔹 Background in e-commerce, retail, consumer goods, or other high-growth, fast-moving environments
🔹 Strong grasp of GAAP, GL review, and accounting fundamentals
🔹 Communicative, detail-oriented, adaptable, and comfortable working through ambiguity
🔹 Proactive problem solver with the ability to influence stakeholders and support leadership decisions
Preferred:
🔹Master's Degree (MBA) or relevant certifications
🔹Finance experience in a retail, e-commerce, consumer goods, or supply chain-driven industry
🔹IB/Banking Experience