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  • Procurement Analyst 2 or 3 Oakland, CA, Job ID 82382

    University of California Agriculture and Natural Resources 3.6company rating

    Finance analyst job in Oakland, CA

    Under the supervision of the CPO the Procurement Analyst 3 serves as an experienced member of the procurement team, providing complex professional procurement and contracting expertise for ANR's goods and service needs at all levels of procurement. This position requires an adaptable, forward-thinking professional who is ready to integrate emerging tools to enhance procurement efficiency, strategic sourcing, and contract management. The Procurement Analyst 3 will be assigned and undertake normal and typical public procurement tasks. These include, but are not limited to: informal and formal competition, data compilation and analysis, negotiating, drafting scopes/contracts/specs/, meeting with end users, suppliers, colleagues, management, assisting with P-card & travel issues, interpreting and implementing UC policy, evaluating departmental requests, applying best judgment, analyze & recommending procurement direction at all levels, participating on various project teams, assisting with administering various procurement-based projects or programs, documenting actions. The position will consistently identify opportunities for competition/savings/standardization/efficiencies while remaining flexible to evolving technologies, such as AI and automation. This position is a contract appointment that is 100% fixed and ends one year from date of hire with the possibility of extension if funding permits. This position is posted as a Procurement Analyst 3 but a Procurement Analyst 2 may be considered depending on the level of experience of the hired applicant. The home department is the IMM Office of AVP, Business Operations. 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: Procurement Analyst 2 - $63,000.00/year to $85,700.00/year Procurement Analyst 3 - $74,700.00/year to $103,800.00/year Job Posting Close Date: This job is open until filled. The first application review date will be 11/24/2025. Key Responsibilities: 50% PROCUREMENT AND CONTRACTING SERVICES Drafts appropriate RFx to go to vendor market to compete, negotiate, source goods, materials, supplies, equipment, and services. This may be informal or formal and may use the UC Systemwide sourcing tool if required. Negotiates with suppliers related to pricing, terms, etc., develops new supply sources, as needed, and resolves supplier performance issues. Provides general analysis and for specific purchasing projects, and reviews terms and conditions for appropriateness. Makes awards based on determined method (cost, best value). Interprets, applies, and implements University policies and procedures. Champions Systemwide Procurement programs. Documents interpretations of processes, policies, and procedures for actions and events during procurement and contracting. 40% CUSTOMER SERVICE/OUTREACH Assists/Leads ANR departments with procurement processes. Regularly communicating with the organization's customers, assesses and reduces risk to the University by ensuring departmental compliance with procurement policy, working in conjunction with end-users to develop specifications/scopes of work for competing or negotiating. Assists in implementation of organizational or systemwide agreements, manages demand against agreements, makes recommendations regarding new supply sources. Support outreach efforts to expand the university's access to qualified business enterprises, leveraging technology to enhance supplier engagement and diversity. Represents ANR Procurement at various internal and external conferences, events, and functions as needed. 10% OTHER Performs other duties as assigned by the Chief Procurement Officer, or AVP. Maintains continuity and quality of service and operations within the Procurement division. Represents ANR on UC Systemwide teams & councils, as required. Participates in professional development and training. Requirements: Bachelor's degree in business, finance, supply chain management, or a related field, OR an equivalent combination of education and experience. Adaptability & Technology Readiness: Demonstrated ability to learn, adopt, and apply emerging technologies, including AI-driven procurement tools, automation platforms, and data analytics. Procurement & Negotiation Skills: Experience in procurement, sourcing, or contract negotiation, including developing solicitations (RFPs, RFQs, RFIs), vendor evaluation, and administering contracts. Customer Service & Communication: Strong customer service mindset with excellent written, verbal, and interpersonal communication skills to effectively collaborate with stakeholders, provide guidance on procurement processes, and ensure a positive user experience. Analytical & Problem-Solving Abilities: Ability to assess complex information, interpret policies, and develop innovative solutions to procurement and sourcing challenges. Preferred Skills: Knowledge of Industry-Specific Procurement: Experience with sourcing goods and services in industries such as information technology, scientific research, MRO (maintenance, repair, and operations), or other compatible industry specific areas. Strategic Thinking & Decision-Making: Ability to analyze problems objectively, set priorities, and recommend appropriate courses of action. Organizational & Time Management Skills: Capacity to independently manage multiple projects, meet deadlines, and adjust to shifting priorities. Understanding of Procurement Regulations: Familiarity with contracting principles, business law, accounting guidelines, and procurement regulations at the state and federal levels. Professional Industry Certification is preferred. CPSM, CPSD, NIGP-CPP, CPCM as examples of current certifications. Others considered as applicable. 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=82382&PostingSeq=1&SiteId=17&language Cd=ENG&FOCUS=Applicant Copyright ©2025 Jobelephant.com Inc. All rights reserved. Posted by the FREE value-added recruitment advertising agency jeid-b31481dbaec8b44b84a1164cf890023f
    $63k-103.8k yearly 11d ago
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  • Financial Consultant - Berkeley, CA

    Fidelity Investments 4.6company rating

    Finance analyst job in Vallejo, CA

    Job Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients. The Purpose of Your Role Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. The Expertise We're Looking For Previous success in building relationships, uncovering needs and recommending solutions FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one The Skills You Bring Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions Being coachable, collaborative, and curious are your "go to" attributes Committed to delivering an outstanding customer experience with a passion for seeing others thrive Motivated by results and finding solutions, you take initiative and exceed customer expectations Extensive knowledge of investment solutions Our Investments in You Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding! The Value You Deliver Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills You have a steadfast commitment to your clients while making a positive impact in the community The base salary range for this position is $60,000 - $75,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Certifications: Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA Category: Sales
    $60k-75k yearly 2d ago
  • Controller

    Robert Half 4.5company rating

    Finance analyst job in Stockton, CA

    Treasury Management (Bank account reconciliations, cash flow reporting, opening new bank accounts, loan administration and compliance). Processing monthly tenant billings for utility, operating and common area maintenance expenses and special projects.) Reporting (Preparation of monthly financial statements-Balance Sheets, Income Statements and Cash Flow reports). Annual Reporting (Preparation of annual operating budgets, assisting with year-end tax returns with outside CPA firm and other regulatory filings related to real estate investments) Investments (Preparation of proforma analysis for potential investment opportunities). Monitor and analyze financial performance of properties, identifying trends and variances Conduct regular audits to ensure accuracy of financial records and compliance with industry standards Maintain strong relationships with internal and external stakeholders, including property managers, investors, and auditors Evaluate and implement accounting processes and controls to improve efficiency and accuracy of financial reporting Provide support to senior management with ad-hoc financial analysis and reporting as needed Most important keys: Real estate experience (development and property management), highly preferred Good managerial experience and management personality Background being controller or asst controller and all the duties that go along with it- must be able to manage existing controller at a SR Level Bachelors degree is a must CPA/MBA/Masters, highly preferred but experience is more important Tenure in previous roles and looking for another long term role- someone who can grow with the company Software: Yardi- must have or similar If you have the qualifications above and are interested, please contact Brooke at brooke.negrete@roberthalf.com and attach your updated resume for consideration.
    $95k-143k yearly est. 2d ago
  • Senior Financial Analyst - Real Estate Investments & Development

    Behring Co

    Finance analyst job in Oakland, CA

    About Behring Capital Behring Capital is a vertically integrated real estate private equity firm, pioneering a bold vision for how urban mixed-use ecosystems are built, financed, and operated. As we scale, we're assembling a high-performance team that blends analytical rigor with entrepreneurial grit. We move fast, underwrite deeply, and expect our analysts to be the tip of the spear in capitalizing on opportunities across the capital stack. About the Role We're hiring an additional Senior Financial Analysts who can fully and independently underwrite complex multifamily, office, retail or other real estate deals-whether pre-acquisition, stabilized, or already in motion. This is not a plug-numbers-into-a-template position. You'll be expected to investigate, synthesize, and model deals with incomplete information, tight timelines, and direct exposure to C-level decision-making. You will collect raw inputs-ranging from Yardi data feeds and loan agreements to construction budgets and JV documents-and transform them into institutional-grade models, insights, and recommendations. This role requires flawless modeling skills, high situational awareness, and the ability to reverse-engineer the financial story of any asset. If you've ever rebuilt a model from scratch because the last one was flawed, or found the story no one else could see, we want you. Key Responsibilities Deal Underwriting & Financial Modeling - Develop fully custom DCF models for ground-up developments, acquisitions, recapitalizations, and operational businesses (coworking, carshare, etc.). - Accurately forecast capital stacks, returns (IRR, equity multiple), preferred equity, waterfalls, and lender/investor participation. - Dissect and interpret legal agreements (LLCs, loan docs, management agreements, leases) and translate them into financial mechanics. - Incorporate scenario analysis, stress testing, and probabilistic modeling for downside protection and contingency planning. - Present complex models and recommendations clearly to executives, partners, and lenders. Operational & Forensic Analysis - Reverse-engineer cash flows and operations of existing assets using data from Yardi, bank statements, and internal systems. - Identify gaps in historical financials, normalize data, and triangulate performance metrics even when the reporting is incomplete or outdated. - Reconcile job cost reports, construction budgets, and draw schedules to provide clean capital tracking and funding forecasts. - Drive underwriting assumptions based on real-world data, contractor/project manager feedback, comps, and sensitivity logic. Construction Draws, Compliance, and Reporting - Manage full-cycle lender draw process: prepare packages, coordinate supporting documentation, and track disbursements. - Align capital budgets with lender and investor reporting schedules and manage compliance timelines and deliverables. - Generate cash flow forecasts, funding waterfalls, and investor return summaries on a rolling basis. - Collaborate directly with general contractors, construction managers, lenders, and accountants to maintain capital accuracy. Strategic Collaboration & Execution - Work directly with the CEO and Managing Director to model new ventures, JV partnerships, and capital raises. - Support capital markets, debt placement, and investor relations through model-driven narratives and deal collateral. - Interface with external partners, auditors, and capital providers with confidence and precision. - Help systematize and elevate Behring's internal underwriting playbook and modeling standards. Ideal Candidate Profile - 5-10+ years of experience in real estate private equity, development, or investment banking with a real estate focus. - Proven track record of building institutional-quality financial models from scratch. - Experience with large-scale mixed-use, multifamily, or complex operational real estate (100,000-1,000,000+ SF projects). - Highly proficient in Excel, with working knowledge of Argus, Yardi, and data integrations. - Strong ability to read and interpret financial statements, deal documentation, and debt structures. - Able to manage ambiguity, prioritize ruthlessly, and operate with urgency and precision. - Hungry, humble, and battle-tested in high-stakes underwriting and deal execution. Application Requirement All applicants must submit a financial model they built independently. The model must demonstrate: Discounted Cash Flow logic and KPI tracking Construction and job cost integration Equity/debt structuring and waterfall mechanics Revenue assumptions and operational modeling (if applicable) Why Join Behring Capital Operate at the center of a vertically integrated firm managing billions in real estate value. Gain executive-level exposure and take ownership of deals from end to end. Join a high-performance team building a world-class real estate platform. Contribute to innovative developments and capital solutions reshaping the urban landscape.
    $86k-119k yearly est. 5d ago
  • Finance and Strategy, People & Headcount Planning

    Menlo Ventures

    Finance analyst job in San Francisco, CA

    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 seeking a Strategic Finance team member focused on People & Headcount Planning to join our Finance team at Anthropic. In this role, you will be a key partner to our People, Recruiting, and leadership teams, providing financial expertise and guidance to support workforce planning and compensation decisions. As we continue to grow rapidly, you will play a crucial role in building and maintaining our headcount models, analyzing workforce data, and delivering insights that inform hiring decisions and resource allocation. This role will work closely with cross-functional teams and collaborate with other members of the finance organization to align people strategies with broader financial considerations. If you are passionate about building world-class workforce planning capabilities at an innovative AI company, join us on the frontier of making AI safe and impactful. Responsibilities: Build, maintain, and enhance workforce planning models that forecast headcount, compensation costs, and organizational growth scenarios across the company Partner with People and Recruiting teams to align hiring plans with budget and long‑range financial plans, providing analytical support for headcount allocation decisions Develop deep expertise in equity compensation mechanics and partner with the Compensation team to model the financial impact of equity programs, refresh grants, and new hire grants Prepare and deliver clear, concise, and insightful reports on workforce metrics, compensation trends, and headcount variance analysis to stakeholders and executives Collaborate with FP&A Accounting, and People teams to ensure accurate forecasting of people‑related costs including salary, benefits, payroll taxes, and equity expense Support the annual planning and budgeting process for all people‑related expenses, working closely with department leaders to understand hiring needs and timing Establish and implement reporting dashboards to track key workforce and compensation metrics You may be a good fit if you have: 5+ years of experience across strategic finance, FP&A, compensation analytics, or investment banking, with meaningful exposure to workforce planning or people analytics Exceptional analytical skills with an ability to synthesize data into compelling insights and develop / maintain complex financial and headcount models Strong understanding of equity compensation structures including stock options, RSUs, and refresh programs Comfort working cross‑functionally and are adept at communicating complex financial information to non‑finance audiences Excitement about working in a fast‑paced, dynamic environment and adapt well to change Possess a bias towards action, strong work ethic, and have experience driving operational outcomes under tight timelines Strong relationship building, business judgment, process management, and communication skills Passion about Anthropic's mission to build safe, transformative AI systems Strong candidates may also: Experience with workforce planning tools such as Anaplan, Adaptive Planning, or similar platforms Background in total rewards, compensation or HR analytics Experience scaling people finance functions in high‑growth, technology‑driven organizations Proficiency in SQL and data visualization tools (e.g., Looker, Tableau) Knowledge of HR systems such as Workday, Greenhouse, or similar platforms The annual compensation range for this role is below. For sales roles, the range provided is the role's On Target Earnings (“OTE”) range, meaning that the range includes both the sales commissions/sales bonuses target and annual base salary for the role. Our total compensation package for full‑time employees includes equity and benefits. Annual Salary: $190,000 - $235,000 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. Your safety matters to us. To protect yourself from potential scams, remember that Anthropic recruiters only contact you ******************* email addresses. Be cautious of emails from other domains. Legitimate Anthropic recruiters will never ask for money, fees, or banking information before your first day. If you're ever unsure about a communication, don't click any links-visit anthropic.com/careers directly for confirmed position openings. 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
    $190k-235k yearly 6d ago
  • Analyst, Corporate Development

    Crusoe 4.1company rating

    Finance analyst job in San Francisco, CA

    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
    $100k-140k yearly 6d ago
  • Head of Equity Administration & Analytics

    Nextpower Inc.

    Finance analyst job in Fremont, CA

    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
    $210k-230k yearly 2d ago
  • Corporate Finance

    Monograph

    Finance analyst job in San Francisco, CA

    We're on a mission to make it possible for every person, team, and company to be able to tailor their software to solve any problem and take on any challenge. Computers may be our most powerful tools, but most of us can't build or modify the software we use on them every day. At Notion, we want to change this with focus, design, and craft. We've been working on this together since 2016, and have customers like OpenAI, Toyota, Figma, Ramp, and thousands more on this journey with us. Today, we're growing fast and excited for new teammates to join us who are the best at what they do. We're passionate about building a company as diverse and creative as the millions of people Notion reaches worldwide. Notion is an in-person company, and currently requires its employees to come to the office for two Anchor Days (Mondays & Thursdays) and requests that employees spend the majority of their week in the office (including a third day). About The Role Our Corporate Finance team serves as a trusted advisor to the company, informing and guiding critical C-level decisions through insightful analyses & thought partnership. We are looking for a bright, driven individual who will support Executive-level understanding of our key financial metrics and trends, dial in our forecasting accuracy, and take on high-profile strategic projects for the CFO and other key decision-makers. We are a lean team, so your impact will be felt immediately. What You'll Achieve Be the focal point across the finance and accounting teams for forecasts, annual planning, long-range planning, and other critical Revenue, Expense, Headcount, and other consolidation processes and reporting. Own Notion's financial consolidations. Drive deeper Budget vs Actuals understanding and forecast precision via smarter, more data-driven modeling and tighter cross-functional collaboration, particularly in uncharted, high impact areas. Support our monthly close and forecast processes - analyze financial results, distill and synthesize key trends, and communicate risks & opportunities to influence business outcomes. Assist in preparation of monthly & quarterly management reporting including Budget vs Actuals analyses, dashboards, and Board materials. Strengthen our operational infrastructure by identifying and mobilizing system & process improvements. Build automation to take steps out of our recurring motions and reduce margin of error. Tackle new & evolving priorities for the team, including ad hoc analyses. Skills You'll Need To Bring 3-6 years experience in FP&A, accounting, investment banking, consulting, treasury, or private equity Experience with financial modeling and analytical mindset Positive attitude with high aptitude to learn new things quickly. Team player eager to further develop and grow with us Demonstrate intellectual curiosity, problem-solving skills, and hunger to continually up-level current approaches and processes Strong work ethic, reliability, and attention to detail - “get it done” attitude Nice To Haves Experience with a high-growth SaaS company Experience with Netsuite, Workday, Zip, and planning tools Working knowledge of 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 $145,000 - $160,000 per year. #J-18808-Ljbffr
    $145k-160k yearly 2d ago
  • Investment Banking Tech Product Analyst/Associate

    Supportfinity™

    Finance analyst job in Menlo Park, CA

    A prominent financial services firm is seeking a Business Analyst or Associate in Investment Banking Management to enhance technology tools within the division. This role involves product management, project management, and innovation while collaborating closely with various teams. The ideal candidate will have a bachelor's degree and at least one year of experience in financial services. Expected compensation ranges from $110,000 to $125,000 for Analysts and $150,000 to $225,000 for Associates. #J-18808-Ljbffr
    $150k-225k yearly 6d ago
  • Healthcare Investment Banking Associate - SF

    Mizuho Financial Group Inc.

    Finance analyst job in San Francisco, CA

    A leading global financial institution is seeking an Associate in their Investment & Corporate Banking division in San Francisco. The successful candidate will be involved in designing, originating, and executing capital market solutions, particularly in the healthcare sector. This role requires a Bachelor's degree in Finance or Economics and at least 3 years of relevant experience. The expected salary range is $175K - $225K, complemented by a generous benefits package. #J-18808-Ljbffr
    $175k-225k yearly 5d ago
  • Senior M&A Investment Banking Associate

    Dc Standards

    Finance analyst job in San Francisco, CA

    A leading investment bank located in San Francisco is seeking an Experienced Investment Banking Associate who will support M&A, capital raising, and financial advisory. This role requires strong problem-solving and analytical skills, as well as a commitment to excellence. Candidates should have 3-5 years of relevant work experience and excel under pressure. The position offers a competitive salary range of $175,000 - $225,000, along with comprehensive health and retirement benefits. #J-18808-Ljbffr
    $175k-225k yearly 2d ago
  • Investment Associate, Retail Funds

    Hard Yaka

    Finance analyst job in San Francisco, CA

    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
    $101k-178k yearly est. 3d ago
  • Investment Analyst - Global VC, 2-Year Program

    Jack & Jill/External ATS

    Finance analyst job in San Francisco, CA

    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
    $81k-145k yearly est. 2d ago
  • Private Equity Investments Analyst - Secondaries/Primaries

    Ardian

    Finance analyst job in San Francisco, CA

    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
    $81k-145k yearly est. 4d ago
  • Summer Investment Analyst (San Francisco)

    Orbis Investment Management Limited

    Finance analyst job in San Francisco, CA

    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
    $81k-145k yearly est. 5d ago
  • Healthcare IB Analyst/Associate: M&A & Capital Markets

    Teema Solutions Group

    Finance analyst job in San Francisco, CA

    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
    $63k-101k yearly est. 4d ago
  • Greentech Investment Banking Associate Program

    Nomura Holdings, Inc. (Old

    Finance analyst job in San Francisco, CA

    A global financial services firm in San Francisco is seeking an Investment Banking Full-Time Associate focused on sustainable technology with a competitive salary of $175,000 annually. Candidates should be pursuing an MBA and able to manage multiple projects while working closely with clients on live transactions. The role emphasizes deal execution, client relationship management, and strategic analysis. Join a program that blends rigorous training and mentorship, setting the stage for a successful career in investment banking. #J-18808-Ljbffr
    $175k yearly 2d ago
  • Financial Controller (San Francisco, CA)

    Collectly, Inc.

    Finance analyst job in San Francisco, CA

    About Collectly Collectly is a fast-growing healthcare tech startup leading the charge in transforming the U.S. healthcare market through AI-driven innovation. In the U.S., millions of patients interact with healthcare providers daily, navigating a system that often struggles with inefficiencies, administrative burdens, and suboptimal financial experiences. At the forefront of the AI boom, Collectly is redefining revenue cycle management (RCM) by applying cutting-edge artificial intelligence to automate workflows, streamline billing processes, and create seamless financial experiences. Our solutions are designed to tackle some of the biggest challenges in healthcare: accelerating cash flow, reducing administrative overhead, and elevating the patient experience during critical non-clinical touchpoints. By simplifying billing for providers and elevating the patient financial experience, Collectly empowers healthcare organizations to thrive in a rapidly evolving healthcare landscape. We empower healthcare providers to focus on what matters most-delivering care. The Opportunity Join us to build and scale the accounting foundation for a modern B2B SaaS business during the growth phase. This is a true builder role for someone who combines public accounting rigor with the judgment and creativity needed to design modern, scalable systems in a high-growth environment. Please note: This role is hybrid - candidates located in the San Francisco Bay Area only will be considered. What You'll Do Direct the entire accounting cycle: Oversee the general ledger, receivables/payables, payroll, revenue accounting, and the preparation of financial reports. Construct and deploy scalable infrastructure as the organization migrates from external bookkeeping to internal operations (invoicing, expense management, reporting tools, etc.). Manage the month-end closing process to ensure the delivery of prompt, audit-compliant financial results. Utilize automation processes to enhance operational velocity, precision, and data insights. Collaborate with the executive team on performance metrics, budget planning, financial projections, and stakeholder reporting. Oversee external audits, tax filings, and regulatory compliance requirements. Implement robust internal policies and controls in accordance with US GAAP standards. Who You Are 5+ years of progressive accounting experience Background in B2B SaaS startups (Series A, B & C) Experience in high-growth, venture-backed companies Deep knowledge of US GAAP and ASC 606 Familiarity with B2B SaaS business models Systems-oriented mindset with interest in automation and AI High ownership, strong judgment, and comfort working closely with leadership Compensation: $150,000 - $180,000 per year Why You'll Love It Here Unlimited PTO: We believe in work-life balance and encourage you to recharge when you need it. Comprehensive Health Coverage: Fully paid medical, dental, and vision insurance for you and your dependents, because your well-being matters to us. Equity Opportunities: Share in our success with stock options - your hard work will drive our growth. Retirement Planning Made Easy: Enjoy a 401(k) with a generous company match to secure your future. Student Loan Support: We help lighten the load with contributions toward your student loans. #J-18808-Ljbffr
    $150k-180k yearly 4d ago
  • Strategic Growth Analyst, M&A & Partnerships

    Epoch Biodesign

    Finance analyst job in San Francisco, CA

    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
    $87k-129k yearly est. 5d ago
  • Strategic FP&A Analyst - Renewables & Growth Forecasting

    Linea Energy

    Finance analyst job in San Francisco, CA

    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
    $87k-129k yearly est. 5d ago

Learn more about finance analyst jobs

How much does a finance analyst earn in Livermore, CA?

The average finance analyst in Livermore, CA earns between $55,000 and $128,000 annually. This compares to the national average finance analyst range of $46,000 to $104,000.

Average finance analyst salary in Livermore, CA

$84,000

What are the biggest employers of Finance Analysts in Livermore, CA?

The biggest employers of Finance Analysts in Livermore, CA are:
  1. Ross Stores
  2. Infotree Global Solutions
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