Finance analyst jobs in Cupertino, CA - 4,114 jobs

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

Employment Type Full time Department Finance About Us: Notion helps you build beautiful tools for your life's work. In today's world of endless apps and tabs, Notion provides one place for teams to get everything done, seamlessly connecting docs, notes, projects, calendar, and email-with AI built in to find answers and automate work. Millions of users, from individuals to large organizations like Toyota, Figma, and OpenAI, love Notion for its flexibility and choose it because it helps them save time and money. In-person collaboration is essential to Notion's culture. We require all team members to work from our offices on Mondays and Thursdays, our designated Anchor Days. Certain teams or positions may require additional in-office workdays. About The Role: The Revenue Strategic Finance team builds and drives forecasting, planning, and reporting of key topline metrics at Notion. As a member of this team, you'll help build and scale revenue models and processes-including forecasting based on ARR performance across different go-to-market motions and evaluating how monetization strategies (like usage-based pricing) impact our revenue performance. You will partner closely with finance leadership and a broad range of cross functional teams to design and maintain a scalable models that accurately reflect performance and future growth potential of Notion's revenue. This is a great opportunity for someone who enjoys solving complex problems, working cross-functionally, and building from the ground up. This role offers exposure to senior leaders and the opportunity to influence how we grow and scale Notion's revenue. You'll join a lean, collaborative team where your work will have immediate impact. What You'll Achieve: Build and maintain a unified ARR→Billings→Revenue bridge across Self-Serve and Sales go-to-market motions to help finance leadership forecast future revenue performance Convert committed and on-demand usage ARR into billings schedules and policy-compliant revenue by evaluating product usage patterns Translate metering and credit burn into billings and revenue scenarios with clear assumptions and guardrails Produce billings waterfalls, cohort views, and revenue phasing calendars by go-to-market motion and product Quantify impacts from pricing and packaging, credits/discounts, proration, and deal structuring Run monthly close tie-outs to RevRec, investigate variances, and back-test forecast drivers Maintain a rolling forecast with risks, opportunities, and clear sensitivity bands Work closely with Self-Serve and Sales ARR forecasting teams to align inputs, assumptions, and range of outcomes for revenue performance Skills You'll Need to Bring: Expert-level financial modeling skills 5+ years in Corporate/Revenue FP&A or GTM Finance at a high‑growth SaaS company Prior ownership of corporate revenue modeling Experience with usage metering platforms and usage-based monetization finance workflows (e.g., Stripe UBB, Metronome) Ability to operate independently and manage ambiguity in a fast-moving environment. You're a self-starter who can manage relationships, deliverables, and expectations with your business partners and key stakeholders Demonstrated experience translating ARR forecasts (provided by partner teams) into billings and corporate revenue with deep knowledge of seat‑based subscription mechanics and consumption/usage pricing monetization Strong grasp of SaaS and usage metrics: ARR, NRR/NDR, bookings‑to‑billings, commit vs. on-demand usage, unit economics Nice to Haves: Experience in high growth SaaS company with hybrid PLG + enterprise motions Tooling fluency: planning (Adaptive/Anaplan/Pigment), ERP (Oracle/Workday/NetSuite/Stripe), BI (Looker/Tableau/Hex), and SQL We hire talented and passionate people from a variety of backgrounds because we want our global employee base to represent the wide diversity of our customers. If you're excited about a role but your past experience doesn't align perfectly with every bullet point listed in the job description, we still encourage you to apply. If you're a builder at heart, share our company values, and enthusiastic about making software toolmaking ubiquitous, we want to hear from you. Notion is proud to be an equal opportunity employer. We do not discriminate in hiring or any employment decision based on race, color, religion, national origin, age, sex (including pregnancy, childbirth, or related medical conditions), marital status, ancestry, physical or mental disability, genetic information, veteran status, gender identity or expression, sexual orientation, or other applicable legally protected characteristic. Notion considers qualified applicants with criminal histories, consistent with applicable federal, state and local law. Notion is also committed to providing reasonable accommodations for qualified individuals with disabilities and disabled veterans in our job application procedures. If you need assistance or an accommodation due to a disability, please let your recruiter know. Notion is committed to providing highly competitive cash compensation, equity, and benefits. The compensation offered for this role will be based on multiple factors such as location, the role's scope and complexity, and the candidate's experience and expertise, and may vary from the range provided below. For roles based in San Francisco, the estimated base salary range for this role is $180,000 - $215,000 per year. By clicking “Submit Application”, I understand and agree that Notion and its affiliates and subsidiaries will collect and process my information in accordance with Notion's Global Recruiting Privacy Policy. #LI-Onsite #J-18808-Ljbffr

Crusoe's mission is to accelerate the abundance of energy and intelligence. We're crafting the engine that powers a world where people can create ambitiously with AI - without sacrificing scale, speed, or sustainability. Be a part of the AI revolution with sustainable technology at Crusoe. Here, you'll drive meaningful innovation, make a tangible impact, and join a team that's setting the pace for responsible, transformative cloud infrastructure. About the Role The Analyst, Corporate Development and M&A will play a critical role in supporting Crusoe's inorganic growth strategy across its core sectors: Power, Industrial Process and Manufacturing, Real Estate and Software. This highly visible position will be deeply involved in all phases of mergers & acquisitions (M&A), strategic investments, and structuring strategic partnerships. The ideal candidate is a high-performing professional with robust financial expertise and transaction experience. The role will report directly to the SVP of Strategic Finance and Corporate Development. This role will be required to be based in San Francisco, CA or New York, NY. What You'll Be Working On Mergers & Acquisitions (M&A) and Divestitures Market Mapping and Origination: candidate will work across the organization's business units and functions in order to identify acquisition targets from a sector-first perspective. This includes creating and maintaining market maps, thematic research projects and direct outreach to targets. Transaction Execution: Support the end-to-end M&A process, including target identification, strategic rationale development, due diligence, valuation, negotiation, and closing. Financial Modeling & Valuation: Build and maintain complex financial models (Valuation and merger model, Accretion/Dilution analyses, and precedent transaction analyses) to evaluate potential acquisition Due Diligence: Coordinate and manage cross-functional due diligence teams (Legal, Finance, Operations, etc.), synthesizing key findings and developing risk mitigation strategies. Work closely with third-party providers. Market Analysis: Conduct industry and competitive landscape analysis within the Industrials, Energy, and Real Estate sectors to identify strategic market gaps and attractive investment opportunities. Prepare and present on transaction rationale to Executive Leadership team (possibly the Board of Directors) Strategic Investments & Partnerships Sourcing and Evaluation: Evaluate strategic investment and partnership opportunities that align with the company's long-term growth objectives. Deal Structuring: Assist in the structuring and negotiation of terms for joint ventures, strategic alliances, and minority investments. Business Case Development: Create compelling investment memorandums and presentations for Senior Leadership and the Board of Directors, outlining strategic fit, financial implications, and execution plans. General Corporate Development Pipeline Management: Help manage and maintain a robust pipeline of potential M&A and investment targets. Commercial-facing Activities: attend conferences and travel to various industry events in order to aid in origination and market intelligence Reporting: Prepare detailed analytical reports and presentations on key market trends, portfolio performance, and deal progress for internal stakeholders. Cross-Functional Collaboration: Partner closely with internal business unit leaders to assess strategic needs and integration plans. What You'll Bring to the Team 1-3+ years of experience in Investment Banking (Analyst or Associate level), Corporate Development, Private Equity, or Transaction Advisory Services. Direct experience working on M&A transactions taking a core role in structuring and modeling various scenarios and preparing transaction screening memos Strong coverage experience or deep sector knowledge within Industrials, Energy, and/or Real Estate is highly preferred. Exceptional financial modeling and valuation skills, with an advanced proficiency in Microsoft Excel and PowerPoint. Outstanding analytical and problem-solving abilities, capable of translating complex financial and strategic analysis into clear, concise, and actionable recommendations. Excellent written and verbal communication skills, comfortable presenting to senior executives and external partners. High degree of professionalism, intellectual curiosity, and ability to manage multiple projects and work effectively under tight deadlines. A proactive, self-starter mentality with the ability to work independently while being a strong team player. Bachelor's degree in Finance, Economics, Accounting, or a related quantitative field. Benefits Industry competitive pay Restricted Stock Units in a fast growing, well-funded technology company Health insurance package options that include HDHP and PPO, vision, and dental for you and your dependents Employer contributions to HSA accounts Paid Parental Leave Paid life insurance, short-term and long-term disability Teladoc 401(k) with a 100% match up to 4% of salary Generous paid time off and holiday schedule Cell phone reimbursement Tuition reimbursement Subscription to the Calm app MetLife Legal Company paid commuter benefit; $300/month Compensation Range Compensation will be paid in the range of up to $100,000-$140,0000 + Bonus. Restricted Stock Units are included in all offers. Compensation to be determined by the applicants knowledge, education, and abilities, as well as internal equity and alignment with market data. Crusoe is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, disability, genetic information, pregnancy, citizenship, marital status, sex/gender, sexual preference/ orientation, gender identity, age, veteran status, national origin, or any other status protected by law or regulation. #J-18808-Ljbffr

A leading clean energy technology firm is looking for a Head of Stock Admin to manage global equity programs and support compensation initiatives. This role requires a detail-oriented professional with over 12 years of experience in equity compensation administration and strong analytical skills. You will oversee the administration of equity programs and collaborate with Finance and Legal to ensure compliance. The salary range for this position is $210,000 to $230,000 annually. #J-18808-Ljbffr

Investment & Corporate Banking - Healthcare, Associate (San Francisco) page is loaded## Investment & Corporate Banking - Healthcare, Associate (San Francisco)locations: San Francisco, CAtime type: Full timeposted on: Posted 30+ Days Agojob requisition id: R6160Mizuho's Banking Division provides corporate and investment banking coverage, sponsor coverage, advisory and solutions and loan capital markets/syndicate to Mizuho's client base of leading international corporations, financial institutions and public sector entities in the US and Canada.Banking supports client business activities throughout the region with an extensive range of capital markets and lending capabilities and an integrated team of coverage, advisory and product bankers responsible for client relationship management and strategic transaction development to execute banking and securities mandates and originate idea generation for potential acquisitions, divestitures and investment opportunities.Job Summary:U.S. Investment & Corporate Banking Associates are directly involved in the design, origination, structuring and execution of mergers & acquisitions, equity and debt capital markets, leveraged finance and other global products and services for existing and prospective Mizuho clients. An Associate is expected to understand the implications, identify key industry and product trends and provide input on pitch and deal materials to enhance the ultimate deliverable to our clients.Associates are assigned to a variety of projects and are given a broad range of responsibilities, some of which include:* Conduct extensive quantitative economic, industry and company research and analysis* Draft and prepare pitch books with detailed industry materials for multiple healthcare sectors* Conduct and model a broad range of corporate finance alternatives and due diligence for client transactions including M&A, strategic alternatives, capital structure development, acquisition finance and syndicated loan and capital market financing* Financial modeling, valuation, comparable & relative value analyses and market-specific analysis* Facilitate and coordinate product group idea generation and solutions development across a broad platform of global capabilities* Draft client pitches and marketing materials including M&A, public/private debt & equity capital markets, syndicated bank financing, and other internal documentation by coordinating internal and external resources* Assist in financing structuring, underwriting transaction evaluation, preparation, due diligence and execution* Assist in the development and continued cultivation of client relationships Qualifications:* Bachelor's degree in Finance or Economics and a minimum of 3 year investment banking, corporate finance, and capital markets experience with a top tier global bank OR an MBA concentrating on Finance or Economics* Strong interest and understanding of the Healthcare industry; experience with banking transaction related to the Healthcare industry is a huge plus* Knowledge of corporate finance, securities, financial markets and risk & pricing analysis* Aptitude to synthesize large amounts of information and develop innovative ideas and/or product solutions* Ability to manage multiple projects simultaneously* Maturity and good judgement in handling confidential and sensitive information* Ability to work under pressure and adhere to tight deadlines* Strong written and oral communication skills and ability to convey ideas* Creativity and intellectual curiosity* Ability to work independently and must be able to work effectively in a team environment The expected base salary ranges from $175K - $225k. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications and licenses obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus.#LI-OnsiteGreenhill & Co., Inc., part of Mizuho Americas, is focused on providing financial advice on significant mergers, acquisitions, restructurings, financings and capital raising to corporations, partnerships, institutions and governments globally. It acts on behalf of clients throughout the world from its offices in the Americas, EMEA, and APAC.locations: San Francisco, CAtime type: Full timeposted on: Posted 30+ Days AgoWe are looking for candidates who want to contribute to our entrepreneurial culture where people at all levels are inspired to share ideas. Our creativity sets us apart, and our perseverance drives results in creating bespoke, client-focused solutions. #J-18808-Ljbffr

DC Advisory is an international investment bank committed to making a difference. As part of an established global business, we offer access to over 750 professionals in 24 locations throughout Asia, Europe, and the US. Across 11 industry focused teams, we offer tailored, independent advice on M&A, debt raisings and restructurings, private capital markets, secondary advisory and access to unrivalled Asia investment knowledge. The Role As an Associate you will be responsible for supporting day-to-day M&A, capital raising, and financial advisory deal processes and projects. You will learn the core knowledge of the investment banking industry and expand your knowledge in key analytical, communication, marketing, and sales skills. Every day is different, and your job responsibilities will include a range of projects and assignments including creating financial models, drafting pitch and marketing materials, participating in client presentations and training and managing Analysts. You will be a role model to our Analysts by identifying training and learning opportunities and monitoring work quality. Our Associates possess strong problem-solving and analytical skills, a strong work ethic and thrive under pressure. You will be expected to play a critical role on transaction teams and make a difference for our clients. We partner with you to advance your career goals while providing consistent transparent feedback fostering personal and professional growth. Position Requirements Qualities we seek include: An unwavering commitment to excellence and a high degree of maturity A high level of initiative, motivation, attention to detail, positive attitude, and the ability to excel in a fast-paced, entrepreneurial, high performance work environment An outstanding academic record The ability to work as part of a team in an environment that demands excellence, time and energy Personal integrity, initiative and leadership qualities Strong quantitative, verbal and written communication skills; strong financial understanding and financial modeling skills a plus Strong multi-tasking and time management skills Highly proficient with Microsoft Office suite At least 3-5 years post undergraduate professional work experience Series 79, Series 63 (preferred and must be taken within 30 days of start date) Preferred Experience Experience with M&A transactions in the technology sector Compensation and Benefits Salary Range: $175,000 - $225,000 + annual discretionary bonus Medical / Dental / Vision Insurance Pet Insurance Health Savings Account Retirement Plans (401K) Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor. #J-18808-Ljbffr

About Anthropic Anthropic's mission is to create reliable, interpretable, and steerable AI systems. We want AI to be safe and beneficial for our users and for society as a whole. Our team is a quickly growing group of committed researchers, engineers, policy experts, and business leaders working together to build beneficial AI systems. About the role We are looking for a Senior Business Systems Analyst to join our Finance Systems team at Anthropic. In this role, you will be responsible for the hands‑on administration, optimization, and support of our financial planning and analysis systems. You'll work closely with Finance & Accounting stakeholders to translate business requirements into technical solutions, maintain data integrity, and drive continuous improvements to our financial systems infrastructure. As a Senior Business Systems Analyst, you'll be a key technical contributor who bridges the gap between our finance teams and our technology platforms. You'll manage day‑to‑day system operations, support critical financial processes, and help build scalable solutions that enable efficient financial planning, forecasting, and reporting as we continue to grow. Responsibilities: Systems Administration and Support Serve as a primary administrator for our financial planning platform (Pigment), maintaining system health and optimal performance Manage user access, security settings, and system configurations to ensure appropriate controls and data governance Provide technical support and troubleshooting for end‑users, resolving issues and answering system‑related questions Monitor system performance and proactively identify opportunities for optimization System Development and Enhancement Design, build, and maintain models and workflows within Pigment to support financial planning, budgeting, forecasting, and reporting processes Develop and maintain integrations between Pigment and other enterprise systems (e.g., Workday Financials, Salesforce CRM, etc.) Create and maintain comprehensive system documentation, including model design specifications, process flows, user guides, and SOPs Build custom reports, dashboards, and visualizations to meet stakeholder needs Business Partnership and Process Improvement Partner with Finance & Strategy, Accounting, and other Finance teams to understand business requirements and translate them into technical solutions Support the month‑end and quarter‑end close processes by ensuring timely and accurate data flows Identify and implement process improvements to streamline financial operations and enhance data quality Participate in testing and validation of system changes, ensuring accuracy and reliability Assist with training and onboarding of new system users Data Management and Quality Ensure the accuracy and integrity of financial data across systems Develop and maintain data validation rules and quality checks Troubleshoot data discrepancies and work with relevant teams to resolve issues Support data migration and transformation activities as needed You may be a good fit if you: Have 8+ years of experience in business systems analysis, with a focus on financial planning and analysis systems Have hands‑on experience administering and developing solutions in enterprise planning platforms (e.g., Pigment, Anaplan, Adaptive Planning, or similar EPM tools) Possess strong technical skills including advanced Excel/Google Sheets, SQL, and data modeling Have demonstrated ability to translate business requirements into technical specifications and system designs Are proficient in creating and maintaining system integrations and data pipelines Have excellent problem‑solving skills and attention to detail Are a clear communicator who can explain technical concepts to non‑technical stakeholders Can work independently and manage multiple priorities in a fast‑paced environment Have a strong understanding of FP&A processes, financial reporting, and accounting principles Strong candidates may also have: Experience with Workday Financials, Salesforce, or other enterprise business systems Familiarity with data visualization tools such as Hex, Looker, Tableau, or Power BI Knowledge of programming or scripting languages (Python, JavaScript, etc.) Experience supporting rapid company growth and scaling financial systems accordingly Understanding of financial data security and compliance requirements Certification in relevant planning platforms (e.g., Pigment, Anaplan Model Builder) Experience working at a high‑growth technology company Project management skills and experience leading system implementation workstreams The expected base compensation for this position is below. Our total compensation package for full‑time employees includes equity, benefits, and may include incentive compensation. Annual Salary: $205,000 - $265,000 USD Logistics Education requirements: We require at least a Bachelor's degree in a related field or equivalent experience. Location‑based hybrid policy: Currently, we expect all staff to be in one of our offices at least 25% of the time. However, some roles may require more time in our offices. Visa sponsorship: We do sponsor visas! However, we aren't able to successfully sponsor visas for every role and every candidate. But if we make you an offer, we will make every reasonable effort to get you a visa, and we retain an immigration lawyer to help with this. We encourage you to apply even if you do not believe you meet every single qualification. Not all strong candidates will meet every single qualification as listed. Research shows that people who identify as being from underrepresented groups are more prone to experiencing imposter syndrome and doubting the strength of their candidacy, so we urge you not to exclude yourself prematurely and to submit an application if you're interested in this work. We think AI systems like the ones we're building have enormous social and ethical implications. We think this makes representation even more important, and we strive to include a range of diverse perspectives on our team. How we're different We believe that the highest‑impact AI research will be big science. At Anthropic we work as a single cohesive team on just a few large‑scale research efforts. And we value impact - advancing our long‑term goals of steerable, trustworthy AI - rather than work on smaller and more specific puzzles. We view AI research as an empirical science, which has as much in common with physics and biology as with traditional efforts in computer science. We're an extremely collaborative group, and we host frequent research discussions to ensure that we are pursuing the highest‑impact work at any given time. As such, we greatly value communication skills. The easiest way to understand our research directions is to read our recent research. This research continues many of the directions our team worked on prior to Anthropic, including: GPT‑3, Circuit‑Based Interpretability, Multimodal Neurons, Scaling Laws, AI & Compute, Concrete Problems in AI Safety, and Learning from Human Preferences. Come work with us! Anthropic is a public benefit corporation headquartered in San Francisco. We offer competitive compensation and benefits, optional equity donation matching, generous vacation and parental leave, flexible working hours, and a lovely office space in which to collaborate with colleagues. Guidance on Candidates' AI Usage: Learn about our policy for using AI in our application process #J-18808-Ljbffr

Opening Retail Access to Venture Innovation builds the future and creates opportunity. Yet everyday investors remain locked out. We're here to change that. For decades, only a select few well-connected participants could access America's most promising private companies. That changes with USVC: an SEC-registered vehicle designed to open up top-tier, multi-stage venture capital to everyone. AngelList is supporting the launch with a strategic partner RIA managing the fund. No accreditation. No decades-long lockups. No stacked carry. Just access to tomorrow's defining companies in a single ticker. About the Role You'll partner with our portfolio management team to execute primary fund commitments, secondary LP purchases, and direct company deals. You will own turning investment decisions into fund positions, including assisting in sourcing, analyzing, and executing investments across the full deal cycle. Job Responsibilities Assist in sourcing and negotiations; drive subscription/transfer flows for fund commitments and secondary purchases; coordinate purchase & sale agreements, side letters, MFN/ROFR checks, and consents with counterparties and counsel. Build and run closing checklists; route signatures, wire/custody instructions, and closing deliverables; reconcile with administrator and custodian. Create the system of record for each position (terms, cap tables, cash flows, restrictions, info rights, reporting obligations); maintain tight version control and audit trails. Support quarterly/annual valuation and reporting cycles; prepare data packs for Board and auditors. Qualifications 2-5+ years in venture secondaries, fund-of-funds operations, or Big Law VC practice. Hands-on experience managing secondary LP stakes and/or direct secondaries. Fluency with LPAs, side letters, transfer docs, and secondary agreements; strong Excel/Sheets and data hygiene. Actively applying AI to gain leverage. Comfort working with administrators, auditors, and custodians; detail-obsessed and deadline-reliable. Why Join Us This is a rare opportunity to reshape how the public invests in innovation. You'll come in at the founding level to help build a world-class team at the forefront of venture and fintech, backed by AngelList's platform and reputation. If you're ready to build something industry-defining-and unlock access for millions-let's talk. #J-18808-Ljbffr

A leading global investment bank is seeking a Healthcare Investment Banking Analyst/Associate in San Francisco. In this role, you will support M&A execution and capital raising in the healthcare sector. Candidates should have a Bachelor's degree in a relevant field and strong financial modeling skills. The compensation ranges from $250,000 to over $450,000, depending on experience. Join a competitive team focused on high-impact transactions within the biotech and healthcare markets. #J-18808-Ljbffr

A global investment firm in San Francisco seeks a Secondaries & Primaries Analyst I to provide advanced support in investment functions. Responsibilities include valuation analysis, financial projections, and preparing investment recommendations. The ideal candidate will possess a degree in Finance, strong Excel modeling skills, and 1-2 years of relevant experience in finance. Join a diverse team committed to innovation and excellence in investment management. #J-18808-Ljbffr

A mission-driven global venture capital firm is hiring for an Investing Analyst to participate in an intensive two-year program. This role involves conducting research into emerging industries, evaluating promising startups for investment, and networking with founders and investors. Candidates should have 2-5 years in finance or consulting, with strong analytical skills and a passion for technology innovation. This is a unique opportunity to shape the future of purpose-driven investments in climate, health, and AI. #J-18808-Ljbffr

Summer Investment Analyst (San Francisco) page is loaded## Summer Investment Analyst (San Francisco)locations: Non Orbis Location (USA)time type: Full timeposted on: Posted Todayjob requisition id: JR437**Firm**: Orbis Investment Management (U.S.), L.P.**Location**: San Francisco**About Orbis:**We believe that to make a difference for clients, we must invest differently.Orbis was founded in 1989 by Allan Gray to provide clients with performance-oriented global investment management services. Today, Orbis invests over $50 billion on behalf of clients across several long-only and absolute return strategies. The firm is headquartered in Bermuda, with investment teams located in Bermuda, Hong Kong, London, and San Francisco. Orbis is privately owned by its executives and founding family's charitable foundation.We employ a long-term, fundamental, and contrarian investment philosophy, implemented through rigorous bottom-up research. We take concentrated positions and seek to hold those investments for three to five years or longer. Our flagship global equity strategy has outperformed its benchmark by approximately 4% per year since inception over 30 years ago.Orbis seeks to provide an inclusive work environment where those who embrace individual accountability can grow and succeed.**U.S. Company Profile:**Orbis Investment Management (U.S.), L.P. is based in San Francisco and represents the U.S. efforts of the global firm, including research, investment management and client-facing efforts. We have a small and nimble team of ~ 15 professionals. Investment Analysts report to Matt Adams, Portfolio Manager and Head of the US investment team. **About the Opportunity:**Investment Analysts conduct fundamental, bottom-up research and identify investment opportunities based on risk and return prospects over a multi-year horizon. Our philosophy is to invest in shares that trade substantially below our assessment of the company's intrinsic value and then to hold these shares over the long-term. We believe this is the best way to generate wealth for our clients. Being an Investment Analyst at Orbis is not for everyone. The Orbis approach depends on thinking differently. You must embrace individual accountability and flourish within a flat management structure that emphasizes contribution over seniority.Our Investment Analysts are tasked with making investment recommendations in their area of specialization and are evaluated based on the long-term performance of their investment decisions. Investment Analysts maintain individual paper portfolios and are objectively measured and rewarded based on their individual performance.As a Summer Investment Analyst, you will focus on a specific sector of the market and your summer could culminate in you recommending a stock for purchase in our funds. During your internship, we will provide you tools and mentorship to help you succeed, but the rest will be up to you.You will report directly to the Portfolio Manager/Head of US Investment Team for Orbis Investment Management (U.S.), L.P. This role is based in San Francisco, but you will have the opportunity to collaborate with other Orbis professionals worldwide. Depending upon your performance, this internship could lead to a full-time position after you graduate.**Responsibilities:**A Summer Investment Analyst's key role is to generate primary research that results in investment recommendations for our funds. As such, your responsibilities will include, but may not be limited to:* Performing rigorous and thoughtful, bottom-up analysis using both quantitative and qualitative approaches* Developing an independent fact-driven perspective on key issues affecting individual stocks in the portfolio and those under consideration* Authoring written reports that clearly articulate research conclusions* Meeting with senior management teams, including CEOs and CFOs* Participating and articulating your views in investment team meetings and contributing to stock discussions with other Orbis investment professionals that impact our decisions on fund management**Characteristics of successful candidates:*** Passion for deep thinking and analysis* Exceptional analytical ability* Intellectual curiosity and independent thinking* Entrepreneurial mind-set* Balanced temperament* Humility* Track record of exceptional achievement* Ability to challenge the thinking and reasoning of others* Alignment with* Valid U.S. work authorization*No prior finance or investing experience is required.*# Instructions for ApplicationSuccessful applicants will advance through three phases of our application process:**1. Apply** - Submit the following documents in PDF format by the application deadline:* **Cover letter** - Note, Orbis offers Summer Investment Analyst opportunities in San Francisco, Hong Kong and London. If you apply to multiple positions, please indicate in your cover letter which office location would be your first choice.* **Resume** - Your resume should include undergraduate GPA, SAT and GMAT scores (if applicable)***Please note, applications that do not include a cover letter will not be considered.*****2. First-Round Interview** - Selected applicants will complete an online Personal Profile Analysis (PPA) and participate in an initial virtual interview.**3. Final-Round Interview** - Finalists will complete a stock analysis over a one-week period and participate in a final-round interview during which you will meet members of our San Francisco investment team. #J-18808-Ljbffr

A leading global financial services firm is seeking candidates for their Full-Time Associate Program. This position emphasizes sustainable infrastructure and involves executing live transactions in Investment Banking, along with providing mentorship and professional development opportunities. Ideal candidates are on-track for an MBA, with strong analytical skills and passion for the business. The role offers a competitive annual salary of $175,000 and opportunities for growth in a dynamic environment. #J-18808-Ljbffr

A renewable energy company is seeking a Financial Analyst in San Francisco, CA. This role focuses on budgeting, forecasting, and financial reporting, requiring strong analytical skills and proficiency in Microsoft Office. Ideal candidates will have at least two years of FP&A experience. The position offers a competitive salary and benefits package, along with opportunities for personal and professional growth. #J-18808-Ljbffr

A leading technology firm is looking for an Analyst in Corporate Development and M&A based in San Francisco or New York. This role focuses on supporting mergers and acquisitions, strategic investments, and partnerships. The ideal candidate should have 1-3 years of relevant experience, strong financial modeling skills, and the ability to conduct market analysis. The company offers a competitive salary and various benefits including stock options and health insurance. #J-18808-Ljbffr

Senior Financial Analyst Keurig Dr Pepper is looking for a hands-on experienced Finance professional based in Frisco, TX. If you are looking for a dynamic and challenging work environment, with an opportunity to expand your influence across the organization, grow personally and professionally with long term goals, this position has much to offer. This position requires a financial leader, who will partner with Supply Chain Operations to provide decision support, drive cost and process improvements, and support our vision to "Be the Best Beverage Business in the Americas". This is a hybrid role (3 days in office/2 days remote - subject to business needs). Key Responsibilities: Direct Business Partnering: Interact with operational teams to ensure spend accuracy and identify variances from plan Provide meaningful insight and recommendations to operations Leverage Excel, Power BI, or other tools for data visualization and scenario analysis Identify and lead productivity, process, and continuous improvement activities Actively engage in and contribute to cross functional meetings Decision Support: Understand nuances of operations and collaborate with key partners to improve business results Prepare & distribute relevant analysis and reports, participate in decision making process Budget/Forecasting/Action Planning: Run variance analysis monthly to summarize actuals vs forecasts with key drivers Compile weekly/monthly projection and present in real time actionable format Participate in Quarterly Forecast Cycle and Annual Operating Plan creation through analysis, documentation, and reporting Support preparation of monthly financial business reviews and other reporting for the senior leadership team Administrative Activities/Career Development: Participate in function or career development training Develop new skills essential to the future of Supply Chain Finance Key Competencies: Seeking someone with demonstrated skills in the following areas: Quantitative/Qualitative Analysis Critical Thinking Stakeholder Management Candidate requires functional awareness in the following areas: Business Knowledge Financial Planning & Analysis Story Telling Managerial skillsets Finance Technology Continuous Improvement Total Rewards: Salary Range: $72,100 - 110,000 Actual placement within the compensation range may vary depending on experience, skills, and other factors Benefits, subject to election and eligibility: Medical, Dental, Vision, Disability, Paid Time Off (including paid parental leave, vacation, and sick time), 401k with company match, Tuition Reimbursement, and Mileage Reimbursement Annual bonus based on performance and eligibility Requirements: Bachelor's degree in finance, accounting, or related field 2-4+ years of experience in finance, economics, or related field Experience or desire to work in a fast-paced and dynamic environment High degree of intellectual curiosity Strong analytical modeling and problem-solving skills Comfortable working with large data sets and ability to distill key information Excellent organizational skills with proven ability to manage competing priorities and projects Ability to clearly communicate to senior management both written and verbal Strong cross-functional business partnership, working as a trusted thought partner in supporting key business decision SAP experience preferred, advanced Excel skills BI experience a plus (MicroStrategy, etc.) Supply Chain experience a plus Company Overview: Keurig Dr Pepper (NASDAQ: KDP) is a leading beverage company in North America, with a portfolio of more than 125 owned, licensed and partner brands and powerful distribution capabilities to provide a beverage for every need, anytime, anywhere. We operate with a differentiated business model and world-class brand portfolio, powered by a talented and engaged team that is anchored in our values. We work with big, exciting beverage brands and the #1 single-serve coffee brewing system in North America at KDP, and we have fun doing it! Together, we have built a leading beverage company in North America offering hot and cold beverages together at scale. Whatever your area of expertise, at KDP you can be a part of a team that's proud of its brands, partnerships, innovation, and growth. Will you join us? We strive to be anemployer of choice, providing a culture and opportunities that empower our team of ~29,000 employees to grow and develop. We offer robust benefits to support your health and wellness as well as your personal and financial well-being. We also provide employee programs designed to enhance your professional growth and development, while ensuring you feel valued, inspired and appreciated at work. Keurig Dr Pepper is an equal opportunity employer and recruits qualified applicants and advances in employment its employees without regard to race, color, religion, gender, sexual orientation, gender identity, gender expression, age, disability or association with a person with a disability, medical condition, genetic information, ethnic or national origin, marital status, veteran status, or any other status protected by law. A.I. Disclosure: KDP uses artificial intelligence toassistwithinitialresume screening and candidate matching. This technology helps us efficientlyidentifycandidates whose qualifications align with our open roles.If you prefer not to have your application processed using artificial intelligence, you may opt out by emailing your resume and qualifications directly ****************** in lieu of clicking Apply.Please include the job title and location or Job ID # in the email subject line. #J-18808-Ljbffr

A leading tech company based in San Francisco is seeking a Strategic Finance Associate to join its R&D Finance team. This role involves working closely with cross-functional partners, supporting financial decision making, and creating financial models. The ideal candidate will have 4+ years experience in finance within a high-growth technology company. The position offers a competitive salary range of $96,000 - $160,000 per year, benefits, and equity. #J-18808-Ljbffr

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Discord is used by over 200 million people every month for many different reasons, but there's one thing that nearly everyone does on our platform: play video games. Over 90% of our users play games, spending a combined 1.5 billion hours playing thousands of unique titles on Discord each month. Discord plays a uniquely important role in the future of gaming. We are focused on making it easier and more talk and hang out before, during, and after playing games. We are looking for an experienced Senior Financial Analyst to join our growing Finance team. The Finance organization at Discord is responsible for planning, forecasting, and strategic analysis. Senior Product and Engineering leadership rely on the Finance organization to develop actionable insights, steer headcount and engineering investment decisions, and build scalable financial reporting solutions. Given this team's unique position in the company, you will help establish coordination and communication between various teams, such as Engineering, Product Management, Finance and Accounting, and our Talent teams. With these teams, you will drive our planning and forecasting process, ensuring that both are aligned with our longer-term strategic and financial aspirations. In addition, you will gain invaluable experience that offers autonomy, deep interactions with business partners, and the opportunity to impact a rapidly growing business. What You'll Be Doing Establish financial planning processes related to headcount planning, expense forecasting, and resource allocation Collaborate with business partners on designing and developing metrics, reports, analyses, dashboards, etc., to drive key business decisions related to planning Identify opportunities to enhance, automate, and scale our forecasting and reporting tools and processes Conduct cost/benefit analyses and communicate key drivers/inputs to support business decisions What You Should Have 5+ years of related experience (e.g., FP&A, Accounting backgrounds, management consulting) Strong analytical skills and ability to use data to drive decision-making; demonstrated proficiency in communicating analysis in a clear and easily understood manner Willingness to build relationships and collaborate across all levels and teams Ability to deal with ambiguity and competing objectives in a fast-paced environment High-level understanding of financial planning and accounting concepts Proficiency in Excel & financial modeling; experience working with data sets, SQL, and Looker Candidates must reside in or be willing to relocate to the San Francisco Bay Area (Alameda, Contra Costa, Marin, Napa, San Francisco, San Mateo, Santa Clara, Solano, and Sonoma counties). Relocation assistance may be available. The US base salary range for this full-time position is $156,000 to $175,000 + equity + benefits. Our salary ranges are determined by role and level. Within the range, individual pay is determined by additional factors, including job‑related skills, experience, and relevant education or training. Please note that the compensation details listed in US role postings reflect the base salary only, and do not include equity, or benefits. Why Discord? Discord plays a uniquely important role in the future of gaming. We're a multiplatform, multigenerational and multiplayer platform that helps people deepen their friendships around games and shared interests. We believe games give us a way to have fun with our favorite people, whether listening to music together or grinding in competitive matches for diamond rank. Join us in our mission! Your future is just a click away! Discord is committed to inclusion and providing reasonable accommodations during the interview process. We want you to feel set up for success, so if you are in need of reasonable accommodations, please let your recruiter know. Please see our Applicant and Candidate Privacy Policy for details regarding Discord's collection and usage of personal information relating to the application and recruitment process by clicking HERE. #J-18808-Ljbffr