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 4.5
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 FinancialAnalysts 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
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$190k-235k yearly 6d ago
Analyst, Corporate Development
Crusoe 4.1
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.
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$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.
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$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.
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$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.
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$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.
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$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.
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$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.
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$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.
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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.
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$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.
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$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.
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$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.
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$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.
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$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.
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A renewable energy company is seeking a FinancialAnalyst 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.
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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: