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 66 - FINRA Category: Sales
$60k-75k yearly 2d ago
Looking for a job?
Let Zippia find it for you.
Associate, Structured Finance (NCG)
Bloom Energy 4.8
Finance associate job in San Jose, CA
## .Associate, Structured Finance (NCG) page is loaded## Associate, Structured Finance (NCG)locations: San Jose, Californiatime type: Full timeposted on: Posted Todayjob requisition id: JR-19814At Bloom Energy, our vision for a world powered by clean, reliable, and affordable energy is more than just a dream-we're making it a reality. For over two decades, we've been at the forefront of the global energy transition, pioneering solutions that empower critical industries to thrive in a rapidly digitizing, energy-intensive world. From revolutionizing power for AI-driven data centers to ensuring resilience for hospitals, electric grids, manufacturing facilities, and utilities, our solid oxide fuel cell (SOFC) and solid oxide electrolyzer (SOEC) technologies are redefining what's possible by delivering energy abundance for all. With more than 30,000 fuel cell modules deployed worldwide, we are the trusted partner for Fortune 100 companies and innovators alike. Our cutting-edge solutions enable unparalleled “time-to-power” capabilities, reliability, and sustainability, ensuring our customers remain ahead in a world where soaring energy demand and intensifying energy scarcity are rapidly becoming the new norm.At Bloom, we thrive on collaboration, bold thinking, and relentless innovation. We believe that, together, we can create a brighter, more sustainable future while tackling the most pressing challenges of the 21st century.We are looking for an Analyst, Structured Finance to join our team in one of today's most exciting technologies. This role is based in San Jose, CA. This is a fully on-site, in office role. **Responsibilities**:* Add "intellectual athlete" capacity to a team that work on deals impacting many parts of Bloom's business.* Support Bloom's consultative-based selling engagements with customers and financiers, particularly with respect to financial analysis, research and analytics* Engage with key stakeholders to move deals forward, including financiers, internal team members, and customers.* Provide customer-facing consulting to the sales team to understand customer needs as they relate to power purchase agreements ("PPAs") and the associated project financing. Assist in "closing PPAs."* Advise on the financial structuring of power purchase agreements* Develop collateral for internal and external audiences that effectively tells the Bloom story, as well as how the industry is changing based on Bloom's technology* Develop creative ways to meet customer financial and contracting constraints within the parameters of a financeable deal structure* Partner with sales and marketing to develop new ways of accessing high spark spread, high credit customers.* Work with technology partners to increase the addressable for Energy Servers and related services* Adapt to the changing needs of the organization to maximize the economic and perceived value of Energy Servers**Minimum Qualifications*** MBA or Master's degree in Finance, Engineering or a related discipline.* Must be graduating between December 2024 and August 2026**Desired Qualifications*** Minimum of 2-5 years' experience either in project finance, project development, energy & infrastructure -focused investment banking or strategy. Demonstration of successfully closing complex deals.* Experience at top tier investment banks, private equity shops or consulting firms strongly preferred.* A background of exceptional academic performance* Strong communication skills required. Must be able to clearly articulate and communicate complex deal terms and financial information and issues to management and investors.* Ability to interact with a wide variety of audiences, ranging from customers and investors, to Bloom engineers and operations staff.* The ability to manage multiple projects, meet deadlines, prepare high quality reports and presentations, and to maintain high levels of quality with a heavy work load.* Must demonstrate strong personal ethics, the ability to influence and negotiate, and the ability to effectively manage stress and engage in continuous learning.* High attention to detail.* Fun to work with, quick to laugh, willingness to take calculated risks, and a creative problem solver with a "can-do / failure is not an option" approach to work.**Visa Sponsorship** Bloom Energy typically does not sponsor visas or hire individuals on CPT or OPT status. This includes interns and new graduates on F-1, J-1, or any other visa type for this position.**EOE Statement** Bloom Energy is an equal opportunity employer and makes employment decisions on the basis of merit. We are committed to compliance with all applicable laws providing equal employment opportunities. All qualified applicants will receive consideration for employment without regard to race, sex, color, religion, national origin, protected veteran status, or on the basis of disability. Bloom Energy makes reasonable accommodation, consistent with applicable laws, for the known physical or mental limitations of an otherwise qualified applicant or employee with a disability, who can perform the essential job functions, unless undue hardship would result.**Salary Statement with pay range** Bloom Energy is committed to fair and equitable compensation practices. The total compensation for this position is based on various factors including, but not limited to, relevant skills and experience.# Salary Ranges:$96,000.00 - $144,000.00Bloom Energy's mission is to make clean, reliable energy affordable for everyone in the world. With roots in NASA's Mars Program, the company's founder, chairman, and Chief Executive Officer, Dr. K.R. Sridhar, developed an innovative fuel cell technology that is shifting the energy paradigm and redefining the electric power market.The Bloom Energy Server is a distributed electric power solution built for the digital age and capable of delivering highly reliable, uninterrupted, 24x7 constant power that is also clean and sustainable. Bloom's unique on-site power generation systems are among the most efficient on the planet, providing significantly reduced operating costs and producing dramatically lower greenhouse gas emissions.By generating power where it is consumed, Bloom Energy offers increased electrical reliability and improved energy security, providing a clear path to energy independence.Some of the largest companies in the world trust Bloom Energy to provide their businesses with clean, reliable and resilient energy. Bloom's customers include many Fortune 100 companies and leaders in manufacturing, data centers, healthcare, retail, higher education, utilities, and other industries.The company, headquartered in San Jose, California, is growing quickly and looking to add to its dynamic team. Stay up to date with Bloom Energy through our social channels.
#J-18808-Ljbffr
$96k-144k yearly 2d ago
Junior financial Manager
Vsolutions Technologies
Finance associate job in San Jose, CA
looking for a Junior Manager to support our Finance and Accounting Products initiatives. This is a great opportunity for someone early in their product career to make a real impact by helping to shape the internal tools and reporting solutions that drive our financial processes.
In this role, you'll work closely with your Group Product Manager and cross-functional teams to break down strategic goals into clear product epics and user stories for our scrum team. The ideal candidate has management experience, thrives in a collaborative, fast-paced environment, and is excited to learn more about core accounting functions such as general ledger management, 1099 generation, revenue recognition, and financial reporting.
What You'll Do
Under the leadership of the Group Product Manager, the product manager will organize and drive the quarterly roadmap for financial planning and accounting tools.
Translate business goals into detailed product requirements, user stories, and acceptance criteria.
Own and prioritize the product backlog and deliver user stories.
Partner closely with Engineering, Accounting, Finance, and Customer Relations to build, launch, and iterate on internal products.
Monitor performance against quarterly OKRs and product launch plans.
What You Bring
Experience with Agile methodologies, tools (e.g., JIRA, Confluence), and ceremonies.
Strong analytical skills and the ability to use data to drive product decisions.
Excellent communication and collaboration skills with the ability to work effectively with cross-functional teams.
Self-driven and adaptable, able to thrive in a fast-paced, dynamic environment with competing priorities.
Basic Qualifications
1+ years of product management experience.
Bachelors degree in Business, Computer Science, Engineering, or a related field or equivalent practical experience.
Preferred Qualifications
Hands-on experience with e-commerce accounting & billing systems such as NetSuite
Knowledge of accounting best practices and tools.
$94k-137k yearly est. 1d ago
Relationship Banker - Monterey Bay Valley area
Bank of America Corporation 4.7
Finance associate job in Watsonville, CA
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law.
Job Description:
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
Responsibilities:
Executes the bank's risk culture and strives for operational excellence
Builds relationships with clients to meet financial needs
Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
Grows business knowledge and network by partnering with experts in small business, lending, and investments
Manages financial center traffic, appointments, and outbound calls effectively
Drives the client experience
Manages cash responsibilities
Required Qualifications:
Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
Collaborates effectively to get things done, building and nurturing strong relationships.
Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives.
Is confident in identifying solutions for new and existing clients based on their needs.
Communicates effectively and confidently, and is comfortable engaging all clients.
Has the ability to learn and adapt to new information and technology platforms.
Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking).
Applies strong critical thinking and problem-solving skills to meet clients' needs.
Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.
Efficiently manages time and capacity.
Focuses on results, while acting in the best interest of the client.
Can be flexible to work weekends and/or extended hours as needed.
Desired Qualifications:
Experience in financial services and knowledge of financial services industry, products and solutions.
One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.
Six months of cash handling experience.
Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance
Skills:
Adaptability
Business Acumen
Customer and Client Focus
Oral Communications
Problem Solving
Account Management
Client Experience Branding
Client Management
Client Solutions Advisory
Relationship Building
Business Development
Pipeline Management
Prospecting
Referral Identification
Referral Management
Minimum Education Requirement:
* High School Diploma / GED / Secondary School or equivalent
The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Loan Originators
Shift:
1st shift (United States of America)
Hours Per Week:
40
$32k-38k yearly est. 2d ago
Finance Manager
Cisco 4.8
Finance associate job in San Jose, CA
The application window is expected to close on: 03/01/2026 **Job posting may be removed earlier if the position is filled or if a sufficient number of applications are received** . **Members of the Finance organization at select locations will generally be expected to follow a hybrid work model, which includes two days of in-office attendance each week, with limited exceptions.**
**Application window has been extended and expected to close on 03/31/2026. However, the job posting may be removed earlier if the position is filled or if a sufficient number of applicants are received.**
**Meet The Team**
This position is in the FP&A team and will be working with Senior Product Leaders, other FP&A, Operations, R&D business partners and Accounting teams amongst others.
**Your Impact**
Build and maintain Financials models as needed to support Product P&Ls (Opex, bookings, revenue, CSP spend, margin analysis, new product costs) for business entities and management metrics. Inform what the data is relaying while understanding the gaps and addressing those with long and short term recommendations. Diving in the business to fully understand growth drivers and accelerators
Prepare monthly and quarterly management reporting for forecast submissions, variance analysis and reporting dashboards. Analyze results, distill/synthesize business performance indicators/metrics, assess business risk and operating performance, and timely communicate risks and opportunities. Understanding of spend types and communicating those is a pivotal part of this role.
You should be a driver of results, proactive in approach and deadline conscious. Agility and passion while keeping a positive spin on relationships, willing to learn and develop skills are key to success. Strong financial modeling (excel/gsheets) and analytical skills with attention to details, accuracy and building credibility will be needed in this role. Ability to thrive in a fast-paced environment and stay flexible through growth and change is going to go a long way. Prior experience with P&Ls and supporting large engineering teams is a must.
**MINIMUM REQUIREMENTS:**
+ 5+ years of experience in FP&A ( incl few years with managing P&Ls, R&D budgets, revenue/cost modeling skills)
+ Excellent verbal and written communication skills with strong Financial modeling experience
+ Able to dive in details as well as go high level to support senior execs
+ Minimum Bachelor's degree in Accounting/Finance
+ Strong systems skills (Hyperion, Anaplan etc)
**Preferred Requirements**
+ Tableau/Snowflake reporting experience and SAP research ability
**Why Cisco?**
At Cisco, we're revolutionizing how data and infrastructure connect and protect organizations in the AI era - and beyond. We've been innovating fearlessly for 40 years to create solutions that power how humans and technology work together across the physical and digital worlds. These solutions provide customers with unparalleled security, visibility, and insights across the entire digital footprint.
Fueled by the depth and breadth of our technology, we experiment and create meaningful solutions. Add to that our worldwide network of doers and experts, and you'll see that the opportunities to grow and build are limitless. We work as a team, collaborating with empathy to make really big things happen on a global scale. Because our solutions are everywhere, our impact is everywhere.
We are Cisco, and our power starts with you.
**Message to applicants applying to work in the U.S. and/or Canada:**
The starting salary range posted for this position is $132,000.00 to $171,500.00 and reflects the projected salary range for new hires in this position in U.S. and/or Canada locations, not including incentive compensation*, equity, or benefits.
Individual pay is determined by the candidate's hiring location, market conditions, job-related skillset, experience, qualifications, education, certifications, and/or training. The full salary range for certain locations is listed below. For locations not listed below, the recruiter can share more details about compensation for the role in your location during the hiring process.
U.S. employees are offered benefits, subject to Cisco's plan eligibility rules, which include medical, dental and vision insurance, a 401(k) plan with a Cisco matching contribution, paid parental leave, short and long-term disability coverage, and basic life insurance. Please see the Cisco careers site to discover more benefits and perks. Employees may be eligible to receive grants of Cisco restricted stock units, which vest following continued employment with Cisco for defined periods of time.
U.S. employees are eligible for paid time away as described below, subject to Cisco's policies:
+ 10 paid holidays per full calendar year, plus 1 floating holiday for non-exempt employees
+ 1 paid day off for employee's birthday, paid year-end holiday shutdown, and 4 paid days off for personal wellness determined by Cisco
+ Non-exempt employees** receive 16 days of paid vacation time per full calendar year, accrued at rate of 4.92 hours per pay period for full-time employees
+ Exempt employees participate in Cisco's flexible vacation time off program, which has no defined limit on how much vacation time eligible employees may use (subject to availability and some business limitations)
+ 80 hours of sick time off provided on hire date and each January 1st thereafter, and up to 80 hours of unused sick time carried forward from one calendar year to the next
+ Additional paid time away may be requested to deal with critical or emergency issues for family members
+ Optional 10 paid days per full calendar year to volunteer
For non-sales roles, employees are also eligible to earn annual bonuses subject to Cisco's policies.
Employees on sales plans earn performance-based incentive pay on top of their base salary, which is split between quota and non-quota components, subject to the applicable Cisco plan. For quota-based incentive pay, Cisco typically pays as follows:
+ .75% of incentive target for each 1% of revenue attainment up to 50% of quota;
+ 1.5% of incentive target for each 1% of attainment between 50% and 75%;
+ 1% of incentive target for each 1% of attainment between 75% and 100%; and
+ Once performance exceeds 100% attainment, incentive rates are at or above 1% for each 1% of attainment with no cap on incentive compensation.
For non-quota-based sales performance elements such as strategic sales objectives, Cisco may pay 0% up to 125% of target. Cisco sales plans do not have a minimum threshold of performance for sales incentive compensation to be paid.
The applicable full salary ranges for this position, by specific state, are listed below:
New York City Metro Area:
$132,000.00 - $199,000.00
Non-Metro New York state & Washington state:
$117,400.00 - $175,500.00
* For quota-based sales roles on Cisco's sales plan, the ranges provided in this posting include base pay and sales target incentive compensation combined.
** Employees in Illinois, whether exempt or non-exempt, will participate in a unique time off program to meet local requirements.
Cisco is an Affirmative Action and Equal Opportunity Employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, national origin, genetic information, age, disability, veteran status, or any other legally protected basis.
Cisco will consider for employment, on a case by case basis, qualified applicants with arrest and conviction records.
$132k-199k yearly 4d ago
Legal Billing & Finance Associate
Vertu Agent
Finance associate job in San Jose, CA
About Us:
At Vertu Agent, we are a high-performance, client-focused firm operating across several industries. We combine innovation, professionalism, and collaboration to deliver exceptional service. Our teams are empowered with the resources, training, and autonomy to exceed client expectations while growing professionally.
Our Culture:
We prioritize excellence, accountability, and continuous learning. Our environment is collaborative yet results-driven, celebrating initiative, problem-solving, and high-impact contributions. Top performers are recognized, mentored, and given opportunities to take on leadership responsibilities.
About the Role:
We are seeking an experienced Legal Billing Specialist with 2+ years of experience managing invoicing, payments, and reconciliation for law firms. The ideal candidate is highly accurate, detail-oriented, and familiar with legal billing software and compliance standards.
Key Responsibilities:
Prepare and send invoices to clients, ensuring accuracy and compliance with firm policies.
Track payments, follow up on outstanding balances, and resolve billing discrepancies.
Maintain accurate financial records in case management and accounting systems.
Generate billing reports for management and attorneys.
Assist with audits and ensure compliance with financial regulations.
2+ years of experience in law firm billing or accounting.
Proficiency in legal billing software (Clio, Timeslips) and Excel.
Excellent attention to detail and numerical accuracy.
Strong organizational and communication skills.
Ability to manage multiple accounts and meet deadlines consistently.
$53k-104k yearly est. 52d ago
Apple Ads Financial Analyst
Apple Inc. 4.8
Finance associate job in Cupertino, CA
Imagine what you could do here. At Apple, new ideas have a way of becoming great products, services, and customer experiences very quickly. Bring passion and dedication to your job, and there's no telling what you could accomplish. u2028Be a part of the growing Apple Ads team to help drive and support the future growth of this exciting business. The Apple Ads Finance team is closely aligned with the business and has a strong influence in executive decision-making. Not only will you be joining the Apple Ads Finance team, but you will also be part of the Apple Services Finance team, which is helping to drive Apple's continued growth. Key responsibilities include expense and headcount forecasting and analysis, capital planning, and Pu0026L reporting. Cross-functional partnerships with many business functions (engineering, product, marketing, sales) as well as other Service finance teams. Must be very self-driven, self starter, proactive, organized, detail-oriented, and can work in a fast-paced, high-energy and ever-changing environment.u2028
* FPu0026A responsibilities related to headcount, cost, capital expenditures, month end and quarter close, forecasting, annual planning. - Prepare detailed financial reports, forecasts, and variance analyses. Present monthly reports and findings to senior leadership - Evaluate financial data, analyze costs, and provide insights to optimize business operations and profitability - Evaluate the financial impact of potential business decisions. - Heavy cross-functional partnership with business teams and other finance teams. Collaborate with business partners to develop and monitor budgets. - Ad hoc analysis and decision support.
Ability to quickly learn in new settings and apply those learnings successfully Self-starter with ability to work comfortably with incomplete information/ambiguity in fast-paced environment Exceptionally detail oriented and able to translate big-picture analysis while never losing sight of the details Demonstrated success in managing multiple projects and priorities in a fast-paced, high-growth, results-driven environment Demonstrated ability to build effective business partnerships Strong communication and presentation skills Strong sense of team Innate curiosity - passion for and experience with Apple's products Experience with enterprise software systems such as SAP, Essbase, Tableau Excel skils
2+ years of professional finance experience in a high performing organization. Bachelor's Degree in Finance, Accounting, Business or relevant field
$100k-143k yearly est. 48d ago
Staff Finance Analyst
Advanced Micro Devices, Inc. 4.9
Finance associate job in San Jose, CA
WHAT YOU DO AT AMD CHANGES EVERYTHING At AMD, our mission is to build great products that accelerate next-generation computing experiences-from AI and data centers, to PCs, gaming and embedded systems. Grounded in a culture of innovation and collaboration, we believe real progress comes from bold ideas, human ingenuity and a shared passion to create something extraordinary. When you join AMD, you'll discover the real differentiator is our culture. We push the limits of innovation to solve the world's most important challenges-striving for execution excellence, while being direct, humble, collaborative, and inclusive of diverse perspectives. Join us as we shape the future of AI and beyond. Together, we advance your career.
THE ROLE:
We are searching for an experienced Sr. Analyst to join our team and support the Adaptive and Embedded Computing Group (AECG) Finance team. The role will partner closely with Business Marketing & Operations as well as Supply Chain operations to support cost, inventory and demand reserves analysis for the Business Unit.
THE PERSON:
The ideal candidate should be a self-starter with a result driven approach, high sense of teamwork, ability to handle multiple topics at once, excellent communication skills, positive outlook, and the ability to speak up and make recommendations in a fast-moving environment.
KEY RESPONSIBILITIES:
* Support core finance processes for inventory and COGS, including Annual Operating Plan, monthly operating forecast, and intra-quarter inventory forecast/outlook
* Provide supporting schedules for Corp accounting for quarter-end deliverables
* Consolidate / coordinate monthly and quarterly inventory and COGS close activities
* Support inventory reserves, risk inventory, and scrap approval process
* Prepare ongoing reports providing validation and supporting documentation to business partners as required
* Coordinate with business operations on AOP cost publishing in quoting system
* Conduct variance analysis on AOP cost projection
* Coordinate with global cross functional teams
* Perform ad-hoc scenario analysis proactively and present findings
* Identify opportunities to leverage technology to solve business problems; drive efficiency through finance processes by automating, simplifying, or eliminating routine work
PREFERRED EXPERIENCE:
* Cost accounting, manufacturing finance, and/or inventory finance experience
* Semiconductor industry experience
* Effective communication skills and experience working with international teams
* Demonstrated ability to effectively solve problems with cross-functional teams
* Advanced knowledge of Microsoft Excel, PowerPoint & hands on experience with SAP, Power BI Tools
* Knowledge of SQL, Microsoft Access a plus
ACADEMIC CREDENTIALS
* Bachelor's or Master's degree in accounting or finance preferred
* CPA preferred
LOCATION:
San Jose, CA
#LI-CJ2
Benefits offered are described: AMD benefits at a glance.
AMD does not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services. AMD and its subsidiaries are equal opportunity, inclusive employers and will consider all applicants without regard to age, ancestry, color, marital status, medical condition, mental or physical disability, national origin, race, religion, political and/or third-party affiliation, sex, pregnancy, sexual orientation, gender identity, military or veteran status, or any other characteristic protected by law. We encourage applications from all qualified candidates and will accommodate applicants' needs under the respective laws throughout all stages of the recruitment and selection process.
AMD may use Artificial Intelligence to help screen, assess or select applicants for this position. AMD's "Responsible AI Policy" is available here.
This posting is for an existing vacancy.
$85k-125k yearly est. 52d ago
Finance Admin Support
Spread Your Wings
Finance associate job in San Jose, CA
Job Title: Finance Admin Support Reports To: Accounting Manager
The Finance Admin Support (FAS) position is an essential member of the Finance Department, assisting in the oversight and management of the company's fiscal responsibilities. Under the general supervision of the Accounting Manager, the FAS collaborates with other departments and personnel to ensure accurate bookkeeping, payroll processing, and general fiscal tasks are performed at a high level of quality. The FAS will be expected to provide excellent customer service to others while paying attention to fine details to monitor critical data entries and tasks associated with the department. In addition to general office and finance skills, specific experience with bookkeeping, accounting, AP/AR, data entry, billing, and other office tasks are essential skill sets required for this position.
This role is ideal for someone who is naturally organized, has strong math and logic skills, and enjoys working with numbers and processes.
Qualifications:
2+ years bookkeeping/accounting experience (A/R, A/P, reconciliations)
Minimum of 60+WPM
MS Excel skills above intermediate level (lookups, pivot tables, formulas, not just data entry)
Extensive experience with accounting software (QuickBooks-a plus-, or similar)
Strong attention to detail, accuracy, and organizational skills
Self-disciplined and dependable by nature - able to work autonomously and provide positive results on assigned tasks and meet deadlines
Good communication and documentation skills
Benefits:
Salary: Competitive, based on experience ($68,640.00 to $72,800.00)
Exempt Status: No overtime; general schedule is M-F (8:30-5:30pm) but may require occasional evening and/or weekend work time
Medical/Dental/Vision Plans
Paid time off (40 accrued hours per year available after 90-day period)
Sick time (40 accrued hours per year after 90-day period)
Responsibilities:
We are seeking a disciplined, detail-oriented, and proactive candidate to join our team
You will support Accounts Receivable (A/R), Accounts Payable (A/P), Bank Reconciliations, and assist with other accounting and finance tasks for multiple companies
Manage and process A/P (vendor bills, refunds, expense reimbursements)
Manage and process A/R (customer payments, credit memos, reconciliations)
Perform monthly bank and credit card reconciliations with high accuracy
Maintain accurate records of financial transactions in QB software
Assist with month-end close, and financial analysis
Support data entry and cleanup in accounting and QB systems
Collaborating with the Accounting Manager on special projects and process improvements
Responsible for reconciliation of payroll tax deposits, filing payroll forms with the Internal Revenue Services & Franchise Tax Board
Responsible for registering new payroll clients with EFTPS & EDD
Responsible for keeping client(s) book up to date and classified
Perform office duties; scanning, shredding, answering light-medium phone calls, text, chats, video meets (camera ready), check mail and making office deposits
Sending out invoices and receiving payments (via email and/or mailing-check and credit card)
Assist Accounting Manager with incorporation set-up
Perform A/P and A/R duties and well as reconciliation schedules
Entering vendor invoices, receive and pay bills in a timely manner
Matching invoices and receipts to cleared transactions
Renewing business license for all companies / locations
Staying compliant with the Secretary of State for all companies / locations
$68.6k-72.8k yearly Auto-Apply 60d+ ago
Finance Manager
United Auto Credit 3.4
Finance associate job in San Jose, CA
Come work for the best! If you are interested in a career in the automotive business we welcome you to apply today to join our family at United Auto Group. We welcome you to apply for a position where you can contribute to our goal of providing an extraordinary automotive experience to all of our clients. We set each member up for success by providing comprehensive, highly-specialized training for each position within our organization, complete with on-the-job training and ongoing personal development.
Responsibilities
Provide recommendations and assistance to customers in order to arrange the financing of their purchases. Present customers with additional product offerings to enhance their vehicle and ownership experience
Ensure sales are structured to produce the highest profitability
Maintains proficiency and certifications as required for the position
Accurately desks deals, submits deals to lenders for approval, makes credit decisions, and effectively closes deals
Ensure every deal is fully aligned with local, state and federal guidelines
Prepares paperwork, contracts and delivers deals
Accurately audit team deals Post-Sale and deeply analyze for improvements
Guarantee the expeditious funding of all contracts
Qualifications
Eagerness to improve
College degree preferred or equivalent experience
Knowledge of dealership finance and insurance procedures
Proficient at structuring deals for maximum profitability
Well-versed in title laws and registration process
Professional personal appearance and extraordinary verbal/written communication skills
Expertise in negotiation and presentation skills
Valid driver's license
We are an equal opportunity employer and prohibit discrimination/harassment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
$99k-132k yearly est. Auto-Apply 60d+ ago
Finance Manager - Hyundai Of Gilroy
Hyundai of Gilroy 4.3
Finance associate job in Gilroy, CA
Come work for the best! If you are interested in a career in the automotive business we welcome you to apply today to join our family at United Auto Group. We welcome you to apply for a position where you can contribute to our goal of providing an extraordinary automotive experience to all of our clients. We set each member up for success by providing comprehensive, highly-specialized training for each position within our organization, complete with on-the-job training and ongoing personal development.
Responsibilities
Provide recommendations and assistance to customers in order to arrange the financing of their purchases. Present customers with additional product offerings to enhance their vehicle and ownership experience
Ensure sales are structured to produce the highest profitability
Maintains proficiency and certifications as required for the position
Accurately desks deals, submits deals to lenders for approval, makes credit decisions, and effectively closes deals
Ensure every deal is fully aligned with local, state and federal guidelines
Prepares paperwork, contracts and delivers deals
Accurately audit team deals Post-Sale and deeply analyze for improvements
Guarantee the expeditious funding of all contracts
Qualifications
Eagerness to improve
College degree preferred or equivalent experience
Knowledge of dealership finance and insurance procedures
Proficient at structuring deals for maximum profitability
Well-versed in title laws and registration process
Professional personal appearance and extraordinary verbal/written communication skills
Expertise in negotiation and presentation skills
Valid driver's license
We are an equal opportunity employer and prohibit discrimination/harassment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
$94k-122k yearly est. Auto-Apply 45d ago
Workday Finance consultant
Tata Consulting Services 4.3
Finance associate job in San Jose, CA
Must Have Technical/Functional Skills: Collaborate with business stakeholders to gather, analyze, and document finance-related requirements for Workday implementation. Translate business requirements into functional specifications and work closely with technical teams to design solutions aligned with best practices.
Support the configuration, testing, and deployment of Workday Financial Management modules, including but not limited to Accounts Payable, Accounts Receivable, General Ledger, Asset Management, and Procurement.
Facilitate and participate in workshops, requirement sessions, and user acceptance testing (UAT).
Identify process improvement opportunities and recommend solutions to enhance financial operations through Workday functionalities.
Develop and maintain clear documentation, including business process flows, requirements, test scripts, and user guides.
Provide training and support to end-users in the US and Canada, ensuring effective adoption and utilization of Workday Finance modules.
Collaborate with cross-functional teams, including IT, Finance, and external Workday consultants, to ensure project milestones and deliverables are met.
Assist in data migration, validation, and reconciliation activities as part of the implementation process.
Maintain compliance with local, state/provincial, and federal/regional financial regulations and company policies.
Roles & Responsibilities:
Bachelor's degree in finance, Accounting, Business Administration, Information Systems, or a related field.
3+ years of experience as a Business Analyst, with at least 1 year focused on Workday Finance implementations or similar ERP systems.
Strong understanding of financial processes and accounting principles in the US and/or Canadian context.
Demonstrated experience gathering and documenting business requirements and translating them into functional specifications.
Proven ability to perform data analysis, validation, and reconciliation.
Excellent communication, presentation, and interpersonal skills; ability to work effectively with stakeholders at all levels.
Proficiency in Microsoft Office Suite; experience with reporting tools (e.g., Workday Reports, Excel, Power BI) is a plus.
Detail-oriented with strong organizational and analytical skills.
Ability to work independently and as part of a distributed team across US and Canada time zones.
Workday certification in Financial Management or related modules is highly desirable
Salary Range: $94,000-$170,000 a year
#LI-CM2
$94k-170k yearly 4d ago
Corporate FP&A Analyst
Eh2
Finance associate job in San Jose, CA
Electric Hydrogen's mission is to make molecules to decarbonize our world! Our outstanding people are our most important asset and will allow us to deliver hydrogen from renewable electrolysis for heavy industry, at prices below fossil fuels.
Financial Planning at Electric Hydrogen is a high-visibility function that partners with teams across the business and executives to deliver data-rich reporting. We are looking for a challenge-seeking finance professional to enhance our analytical and reporting capabilities so we can continue to provide value-adding insight to the business as it enters a period of growth. You have experience and fluency with financial statements, financial modeling, data reporting, and transformation tools such as Power BI and Power Query. You may be remote or based at our offices in Massachusetts or San Jose, CA.
Primary Responsibilities
Partner with New Product Integration, Product Engineering, and Deployment teams and lead current/ future project cost forecast discussions, spend tracking, and internal/external partner reporting
Manage and maintain multiple finance datasets and reporting dashboards, including product cost, commercial data, and corporate spending
Help prepare regular/ad-hoc executive and board-level reporting
Support the Accounting and Accounts Receivable teams on project margin recognition and customer invoicing
Support ad-hoc analyses, such as customer project cash flow, commercial hedging, or international deployment
Qualifications
Bachelor's degree in finance, accounting, data analytics, or other related fields
2+ years experience in corporate finance, public accounting, investment banking, or consulting
High level of experience with MS Excel and other MS Suite products
Proficient in Power BI and Power Query
Prior exposure to project finance and commodity hedging is a bonus
#LI-HYBRID
San Carlos Zone$88,000-$103,000 USDNatick Zone$77,000-$90,000 USDNational Zone$69,000-$80,000 USD
Actual base salary offered to the hired applicant will be determined based on their work location, level, qualifications, job-related skills, as well as relevant education or training and experience.
Base salary is just one part of Electric Hydrogen's total rewards package. We feel strongly that our team should not have to worry about having quality healthcare. In addition to the base salary offered, the hired applicant may receive:
an equity grant
time off programs
a $75/month cell phone allowance
a 4% employer 401(k) match
100% fully paid premiums for employees and their families: medical, dental, vision, life insurance, short-term & long-term disability coverage
a discretionary bonus
Electric Hydrogen's benefits programs are subject to eligibility requirements.
About Electric Hydrogen
Electric Hydrogen is a team of the world's experts in scaling technologies for the post-carbon world, with a proven record in transforming the grid and transportation sectors. Backed by some of the world's top venture capital firms, we design and manufacture electrolytic hydrogen systems matched to renewable power sources to create green hydrogen by splitting water. We are building a cost-effective and transformative path between renewable energy and multiple large industrial sectors. Abundant and low-cost renewable energy sources will power the world, and Electric Hydrogen technology will use this energy to decarbonize industry through sustainable materials. We were founded in 2020 and are based in California and Massachusetts.
Electric Hydrogen is proud to be an equal opportunity employer. We are dedicated to building a diverse, inclusive, and authentic workplace for all to belong. We are aware that people from historically underrepresented groups are less likely to apply if they don't meet 100% of the job requirements. We are actively working on efforts to change this social norm. If you are excited about this role, we encourage you to apply!
$77k-90k yearly Auto-Apply 24d ago
Automotive Finance Manager
Infiniti of San Jose 4.4
Finance associate job in San Jose, CA
Come work for the best! If you are interested in a career in the automotive business we welcome you to apply today to join our family at United Auto Group. We welcome you to apply for a position where you can contribute to our goal of providing an extraordinary automotive experience to all of our clients. We set each member up for success by providing comprehensive, highly-specialized training for each position within our organization, complete with on-the-job training and ongoing personal development.
Responsibilities
Provide recommendations and assistance to customers in order to arrange the financing of their purchases. Present customers with additional product offerings to enhance their vehicle and ownership experience
Ensure sales are structured to produce the highest profitability
Maintains proficiency and certifications as required for the position
Accurately desks deals, submits deals to lenders for approval, makes credit decisions, and effectively closes deals
Ensure every deal is fully aligned with local, state and federal guidelines
Prepares paperwork, contracts and delivers deals
Accurately audit team deals Post-Sale and deeply analyze for improvements
Guarantee the expeditious funding of all contracts
Qualifications
Eagerness to improve
College degree preferred or equivalent experience
Knowledge of dealership finance and insurance procedures
Proficient at structuring deals for maximum profitability
Well-versed in title laws and registration process
Professional personal appearance and extraordinary verbal/written communication skills
Expertise in negotiation and presentation skills
Valid driver's license
We are an equal opportunity employer and prohibit discrimination/harassment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
$118k-159k yearly est. Auto-Apply 60d+ ago
Finance Intern
Tanimura & Antle 4.2
Finance associate job in Salinas, CA
Job Description
The Role: Are you interested in a hands-on finance/ accounting internship with an industry leading Agriculture Company? Join the Tanimura and Antle finance team as a summer intern and grow your career. You will gain valuable hands-on work experience rotating through several areas of our financial functions such as: controllership, operations, farming and diversified businesses. You will experience working with a high functioning team that values people, team work, collaboration, partnering, technical ability and fun. You will be paired with a mentor in Finance to help ensure your experience is valuable and productive. You can expect a range of experiences including operational tours, networking opportunities and exposure to senior leaders across our Company.
This full time paid position located onsite in Salinas, CA will start in May/June 2026. Starting and ending dates flexible to accommodate your school calendar.
Location(s): Salinas, CA
Areas of Responsibility:
Work on special finance and accounting projects.
Analyze data and the general ledger to support and drive business decisions.
Assist with audit support related to master file, equipment, fixed asset, and material audits.
Perform general ledger reconciliations, including researching and resolving discrepancies.
Provide testing support for system upgrades.
Enhance Excel models and reports to improve efficiency and accuracy.
Preferred Qualifications:
Currently enrolled as a Junior or Senior in college, pursuing a degree in Finance, Accounting, or a closely related degree.
Mid-level proficiency with Microsoft Office Suite (Word, Excel, PowerPoint).
Strong written and verbal communication skills.
Ability to work independently while also collaborating effectively in a team environment.
A self-starter who can plan and follow through on tasks to completion.
Ideal Candidate:
Ability to have fun while working hard and contributing to a positive team culture.
Strong analytical mindset with a proactive approach to solving problems and finding opportunities for improvement.
Eagerness to learn, adapt, and take on new challenges in a fast-paced environment.
Job Posted by ApplicantPro
$35k-41k yearly est. 15d ago
Financial Analyst - FP&A Innovation & AI Enablement
Adobe Systems Incorporated 4.8
Finance associate job in San Jose, CA
Our Company Changing the world through digital experiences is what Adobe's all about. We give everyone-from emerging artists to global brands-everything they need to design and deliver exceptional digital experiences! We're passionate about empowering people to create beautiful and powerful images, videos, and apps, and transform how companies interact with customers across every screen.
We're on a mission to hire the very best and are committed to creating exceptional employee experiences where everyone is respected and has access to equal opportunity. We realize that new ideas can come from everywhere in the organization, and we know the next big idea could be yours!
The Opportunity
Adobe is seeking a Senior Financial Analyst with strong technical and analytical skills to join our Strategic Planning & Analytics team, a key driver of innovation within the FP&A organization. This role sits at the intersection of finance, technology, and data strategy, enabling accelerated insights, operational efficiencies, and adoption of AI tools across a global, matrixed environment
You will play a pivotal role in creating the future of financial planning by using AI, automation, predictive analytics, and business intelligence. These tools will help influence decision-making and support Adobe's strategic priorities. If you are passionate about transforming traditional FP&A processes through technology and collaboration, this is your chance to create a significant impact.
What you'll Do
* Build and deploy solutions powered by artificial intelligence, including Gen AI agent development and automation frameworks, to streamline FP&A processes.
* Partner with Finance Systems Engineering to integrate AI tools into finance workflows and drive adoption across the FP&A ecosystem.
* Lead initiatives that improve efficiency and scalability through automation beyond Gen AI.
* Develop and maintain predictive models using heuristic methods, machine learning, and advanced analytics to forecast business performance.
* Validate and govern data models, ensuring accuracy, reliability, and compliance with guidelines.
* Collaborate cross-functionally to embed predictive insights into planning and decision-making processes.
* Deliver actionable insights through Power BI dashboards and other visualization tools, enabling leadership-friendly reporting.
* Contribute to long-term innovation projects, crafting frameworks, methodologies, and presentation materials that influence strategic direction.
* Champion continuous improvement in data science practices and financial modeling techniques.
What you need to succeed
* Technical Expertise: Advanced Excel skills; proficiency in SQL and Python (pandas); experience with BI tools (Power BI preferred).
* Analytical Competence: Ability to assess situations, propose, and implement solutions independently.
* Communication & Influence: Outstanding ability to translate complex models and insights into clear, compelling narratives for senior leadership.
* Outlook: Intellectual curiosity, adaptability, and a passion for bringing to bear technology to transform finance.
* Preferred Qualifications: Bachelor's degree in business, finance, or a related field, or equivalent experience. 3-5 years of FP&A or related experience with a track record of technology-enabled improvements.
Our compensation reflects the cost of labor across several U.S. geographic markets, and we pay differently based on those defined markets. The U.S. pay range for this position is $79,900 -- $159,800 annually. Pay within this range varies by work location and may also depend on job-related knowledge, skills, and experience. Your recruiter can share more about the specific salary range for the job location during the hiring process.
In California, the pay range for this position is $110,300 - $159,800
At Adobe, for sales roles starting salaries are expressed as total target compensation (TTC = base + commission), and short-term incentives are in the form of sales commission plans. Non-sales roles starting salaries are expressed as base salary and short-term incentives are in the form of the Annual Incentive Plan (AIP).
In addition, certain roles may be eligible for long-term incentives in the form of a new hire equity award.
State-Specific Notices:
California:
Fair Chance Ordinances
Adobe will consider qualified applicants with arrest or conviction records for employment in accordance with state and local laws and "fair chance" ordinances.
Colorado:
Application Window Notice
If this role is open to hiring in Colorado (as listed on the job posting), the application window will remain open until at least the date and time stated above in Pacific Time, in compliance with Colorado pay transparency regulations. If this role does not have Colorado listed as a hiring location, no specific application window applies, and the posting may close at any time based on hiring needs.
Massachusetts:
Massachusetts Legal Notice
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Adobe is proud to be an Equal Employment Opportunity employer. We do not discriminate based on gender, race or color, ethnicity or national origin, age, disability, religion, sexual orientation, gender identity or expression, veteran status, or any other applicable characteristics protected by law. Learn more.
Adobe aims to make Adobe.com accessible to any and all users. If you have a disability or special need that requires accommodation to navigate our website or complete the application process, email accommodations@adobe.com or call **************.
$110.3k-159.8k yearly 8d ago
Financial Services Representative - State Farm Agent Team Member
Burch Boehner-State Farm Agent
Finance associate job in San Jose, CA
Job DescriptionBenefits:
401(k) matching
Bonus based on performance
Dental insurance
Health insurance
Opportunity for advancement
Paid time off
Training & development
321 S Monroe St
San Jose, CA 95128
Full-time | In-office
About Me:
Through myself and my team, we provide personalized financial solutions to our clients. We specialize in retirement planning and investment products, helping individuals secure their financial futures. In addition to investment services, we offer a broad range of insurance products, including personal and commercial insurance, as well as life and health insurance solutions, to meet the diverse needs of our clients.
Position Overview:
I am seeking a Financial Services Representative with experience in one-on-one retail sales to join my team. The ideal candidate will work directly with clients placing IRAs, 529 plans, and other investment products. This is an in-office, client-facing role requiring excellent communication and relationship-building skills.
Key Responsibilities:
Conduct comprehensive financial reviews with existing clients to identify retirement and investment opportunities
Prospect new business through financial conversations and relationship-building
Manage and support new and existing clients financial portfolios
Collaborate with the financial team to maintain a professional and enjoyable work environment
Utilize financial discussions to prospect, retain, and grow the client base
Stay current on financial products and industry regulations
Ensure compliance with licensing requirements and company policies
Required Qualifications:
Securities Industry Essentials (SIE) license
Series 6 and Series 63 licenses
Experience in retail sales with clients placing IRAs, 529 plans, or similar products
Strong interpersonal and communication skills
Ability to work effectively in an in-office, client-facing setting
Preferred Qualifications:
Additional licenses such as Property & Casualty (P/C) or Life & Health (L/H) insurance licenses are a plus but not required
Licensing and training for P/C and L/H insurance will be provided
Compensation & Benefits:
Starting minimum base salary (dependent on experience): $52,000
Expected annual income (base + commission + bonus): $75,000$95,000*
Additional income potential based on ability to increase sales across all product lines
Medical, Dental, Vacation, Paid Time Off (PTO), Holidays
401(k) plan with company matching
Our Core Values:
Integrity
Mutual Respect
Transparency
Compassion
Accountability
Exceptional Customer Interaction
Commitment to Work Together
$52k-95k yearly 10d ago
Finance Manager wanted at Gilroy GMC
Gilroy Chevrolet Cadillac 4.0
Finance associate job in Gilroy, CA
Our loyal customer base has driven our business's success and we're seeking the top talent to grow with us at Gilroy GMC!
We are seeking an experienced Finance Manager to join our team. If you have previous experience and are interested in leading a growing department, apply below! GM experience is preferred, but not required.
BENEFITS:
Paid training and development
Medical, Vision and Dental Benefits
401(k) with company match
Paid Holidays
Employee appreciation lunches
Employee bonus for referrals
Employee discounts
Excellent culture
Room for growth
RESPONSIBILITIES:
Responsible for helping our customers arrange the financing of their purchases and presenting them with additional products that enhance their vehicle and ownership experience.
Proficient at structuring deals for maximum profitability and collectability
Fully proficient with title laws and registration process
Maintains proficiency and certifications as required for the position
Accurately desks deals, submits deals to lenders for approval, makes credit decisions, and effectively closes deals
Ensures all deals are fully compliant with local, state and federal guidelines
Prepares paperwork, contracts and delivers deals
Accurately audits team deals Post-Sale
Ensures the expeditious funding of all contracts
REQUIREMENTS:
At least 2 years previous experience
Knowledge of dealership finance and insurance procedures
Professional personal appearance & excellent communication skills.
Excellent verbal/written communication, strong negotiation and presentation skills
Valid driver's license with and acceptable driving record
Must be willing to submit to a background check and drug screen prior to employment
$112k-145k yearly est. Auto-Apply 60d+ ago
FINANCIAL AID SPECIALIST III
San Jose Evergreen Community College District 3.6
Finance associate job in San Jose, CA
Opportunity Type CLASSIFIED EMPLOYMENT OPPORTUNITY Position Title FINANCIAL AID SPECIALIST III Posting Number S2551 Close/First Review Date 11/16/2025 Department Financial Aid Work Location San Jose City College Position Status Full Time Salary Range $74,835 - $91,231 Annual Salary (Range 86: Classified Salary Schedule Fiscal Year 2025-2026). Starting placement is generally at Step 1. Benefits Summary
In addition to the salary, this position qualifies for the choice of one of the District's excellent Health Benefits and Welfare plans, which the premium cost is 100% paid by the District for the employee and their eligible dependents, and one health plan costing an estimated $60,000 for the District for fiscal year 2025-2026. We offer two medical plans (Anthem Blue Cross [PPO] and Kaiser Permanente (HMO]); dental (Delta Dental PPO); vision (VSP Choice); life insurance for the employee (The Hartford); life insurance for eligible dependents (The Hartford); a long term disability/income protection plan (The Hartford); and an employee assistance plan (Anthem EAP).
In addition, the District contributes an additional 26.81% of the employee's salary towards an eligible employee's pension (CalPERS).
Employees may also elect to participate in optional plans including purchasing additional life insurance for themselves and their eligible dependent(s); enroll in a medical, transportation, and/or dependent care Flexible Spending Account(s) (with the $4 monthly administrative fee paid by the District); and set pre-taxed dollars aside to supplement their pension in a 403b (tax shelter annuity) and/or a 457 (deferred compensation) plan(s).
Classified employees also earn 10 to 22 days per year of vacation (based on years of service), and up to 12 sick leave days (pro-rated for less than full-time positions). There are currently 20 paid holidays.
Position Description
POSITION SUMMARY
The Financial Aid Specialist III reports to the Director of Financial Aid at San Jose City College. The work schedule is 12 months per year; 40 hours per week; Monday - Friday; 8:00 a.m. - 5:00 p.m.
This position is represented by CSEA (California School Employees Association), Chapter 363.
POSITION PURPOSE
Under the direction of a Financial Aid Officer, assign and review financial aid packages prior to their submittal, serve as a technical resource in the financial aid office for other Specialists and oversee the office in the absence of the Financial Aid Officer; perform specialized financial aid functions on an on-going basis in support of the overall program including loan packaging, and awarding, and Veterans' Program activities.
DUTIES AND RESPONSIBILITIES
1. Oversee the Financial Aid Office in the absence of the Financial Aid Officer.
2. Provide work direction and guidance to other Financial Aid Specialists; respond to technical questions and assist in training of new personnel; provide direction to student workers.
3. Assist students in applying for various types of Federal, State and other financial aid programs and Veterans benefits.
4. Provide final review of applications and required documentation to determine financial need and program eligibility for a variety of Federal, State and District programs and award/package aid including loans.
5. Interview veterans for benefit eligibility; prepare and maintain all documentation and files for program audits.
6. Recalculate financial need as required; evaluate special circumstances to override need analysis results and increase or decrease awards.
7. Refer students to other District or community resources as appropriate.
8. Provide information and assistance to students and parents regarding financial aid programs, applications and eligibility; interpret and explain Federal, State and District regulations, requirements, policies and procedures.
9. Participate in the student petition process and in evaluating cases requiring professional judgment.
10. Monitor continued eligibility of students; evaluate and monitor satisfactory academic progress; amend student awards according to changes; coordinate outside sources of assistance.
11. Interview and counsel students and parents concerning cost of education, program requirements and recommend resources and courses of action as appropriate.
12. Perform technical duties related to departmental computer systems; implement, test and debug program changes; assist in determining packaging parameters.
13. Perform needs analysis and package students for financial aid programs; enter and revise data in the computer; generate, file and distribute award letters.
14. Communicate with various District departments and personnel, governmental and private agencies, other colleges, financial institutions and the public.
15. Maintain current knowledge of State and Federal financial aid programs; attend meetings, workshops and conferences regarding changes in eligibility requirements, application procedures and other issues.
16. Prepare and maintain a variety of records, files and reports related to financial aid activities; compile and maintain statistical data for inclusion in State and Federal reports.
17. Perform other duties reasonably related to the job classification.
KNOWLEDGE, SKILLS AND ABILITIES
Knowledge of:
1. Rules, regulations, procedures, policies and function of Federal, State and District financial aid programs.
2. Methods and techniques of financial aid need analysis.
3. Financial aid packaging methods and procedures.
4. Interpersonal skills using tact, patience and courtesy.
5. Interviewing and counseling techniques.
6. Personal and financial problems encountered by college students and parents.
7. Financial and statistical record-keeping techniques.
8. Modern office practices, procedures and equipment.
9. College and community resources for students.
10. Computer software used for financial aid processing.
Skills and Ability to:
1. Work with students/parents from a variety of diverse backgrounds and cultures.
2. Direct Department activities in the absence of the supervisor.
3. Determine eligibility for financial aid through needs analysis.
4. Develop financial aid packages to meet financial need.
5. Read, interpret, apply and explain rules, regulations, policies and procedures.
6. Exercise sound judgment in reviewing and evaluating student financial aid applications.
7. Interpret financial statements, income tax forms and related documents.
8. Utilize computer software for extensive reporting, tracking and analysis.
9. Analyze situations accurately and adopt an effective course of action.
10. Add, subtract, multiply and divide quickly and accurately.
11. Communicate effectively both orally and in writing.
12. Maintain records and prepare reports.
13. Provide work direction and guidance.
14. Plan and organize work to meet schedules and time lines.
15. Work independently with little direction.
16. Establish and maintain cooperative and effective working relationships with others.
17. Relate effectively to economically disadvantaged students.
18. Interview and advise students.
19. Handle difficult situations with tact and diplomacy.
Required Qualifications
EDUCATION AND EXPERIENCE
1. An Associate's degree supplemented by college course work in business, accounting, social services or related field.
2. Four years of increasingly responsible experience involving statistical and financial record-keeping and public contact in a social services related field, including at least three years of financial aid experience.
District's Diversity
* Demonstrated sensitivity, knowledge and understanding of the diverse academic, socioeconomic, gender identity, sexual orientation, cultural, disability, and ethnic background of groups historically underrepresented, and groups who may have experienced discrimination.
* Success integrating diversity as appropriate into the major duties outlined in the job description and in the duties listed in the District's hiring policy; or demonstrated equivalent transferable skills to do so.
Desired Qualifications Foreign Degree
For positions that require a degree or coursework:
Degree(s) must have been awarded by a college or university accredited by an accrediting body recognized by the U.S. Council on Post-Secondary Accreditation and/or the U.S. Department of Education.
All degrees and credits earned outside of the United States must have a U.S. evaluation (course by course) of the transcripts and must be submitted with the application.
Degrees earned outside of the U.S. without a U.S. credential evaluation attached, will not be considered.
Working Environment
Environment:
1. Typical office environment.
2. Constant interruptions.
Physical Demands:
1. Sitting and operating a keyboard to enter data into a computer terminal for extended periods of time.
2. Hearing and speaking to exchange information in person or on the telephone.
3. Moderate lifting.
4. Bending.
5. Reaching to retrieve and file records.
About San Jose/Evergreen Community College District
The District is represented by dedicated and talented employees who are passionate about providing our student population with the best educational experience possible. The District recognizes that cultural diversity in the academic environment promotes academic excellence; fosters cultural, racial and human understanding; provides positive roles models for all students, and creates an inclusive and supportive educational and work environment for its employees, students, and the community it serves.
As of Spring 2024, with enrollment of approximately 15,655 students per semester, and an extremely diverse student population (Hispanic/Latino 45.20%, Black/African-American 3.45%, Asian/Pacific Islander 31.70%, American Indian/Native American 0.36%, White/Caucasian 12.76%) attaining educational goals reflecting 56% - Transfer to a 4-Year College/ University, the District's emphasis on student success makes it a recognized educational leader in the State.
The District encourages a diverse pool of applicants to serve as colleagues to an existing diverse classified staff consisting of 43.9% Latinx, 25.3% Asian/Pacific Islander, 4.2% Black/African American, 0.3% American Indian/Native American, 17.9% White/Caucasian, and as well as encouraging applications from all qualified, outstanding applicants.
Important Information
EQUAL OPPORTUNITY EMPLOYER STATEMENT:
San José-Evergreen Community College District is an Equal Opportunity Employer committed to nondiscrimination on the basis of ethnic group identification, race, color, language, accent, immigration status, ancestry, national origin, age, gender, gender identity, religion, sexual orientation, transgender, marital status, veteran status, medical condition, and physical or mental disability consistent with applicable federal and state laws.
CONTACT:
Employment Services,
Human Resources, SJECCD
40 S. Market Street, San Jose, CA 95113
Phone: **************
Email: *******************************
Employment Website: ******************************
District Website: **************
APPLICATION PROCEDURES:
Interested applicants MUST SUBMIT ONLINE ALL of the following materials by the First Review Date/Closing Date as listed on the job announcement. Applications received after the First Review Date will only be forwarded to the hiring committee at their request.
1. A completed online San José-Evergreen Community College District APPLICATION.
2. A COVER LETTER (Stating how you feel you meet the qualifications as outline in the job announcement).
3. A current RESUME/CURRICULUM VITAE
4. TRANSCRIPT - (If Required) If a degree is listed as a requirement, transcripts (Not Diplomas) MUST INCLUDE confer or award date of stated degree. Unofficial transcripts will be accepted; however if the position is offered, official transcripts will be required prior to employment. If the transcripts or degrees are from outside of the United States, an official certification of equivalency to U.S. degrees by a certified U.S. credential review service (course by course of the transcripts) MUST also be submitted. (See below for a list of suggested services that provide foreign degree equivalency evaluation to U.S. degrees).
Note: Some positions may require additional documents and/or certificates, in addition to the items listed above. Please refer to the job announcement.
OTHER APPLICANT INFORMATION:
1. Only complete application materials will be considered. No exceptions.
2. Letters of Recommendation are NOT required and will not be forwarded to the hiring committee.
3. Upon hire the successful candidate must provide the required documents of identity and authorization to work and attest he/she is authorized to work in the United States.
4. Application materials become the property of the District and will not be returned or duplicated.
5. Travel expenses to attend the interview are the responsibility of the candidate.
6. Meeting the minimum qualifications does NOT assure an interview.
7. The District may re-advertise, delay, choose not to fill the position, or choose to fill more than one position.
Suggested services that provide foreign degree equivalency evaluation to U.S. degrees:
Academic Credentials Evaluation Institute, Inc.
Website: ***************************
Education Records Evaluation Services
Website: ************
International Education Research Foundation
Website: ********************
World Education Services
Website: ***********
$74.8k-91.2k yearly Easy Apply 60d+ ago
Financial Analyst
Applied Survey Research
Finance associate job in Watsonville, CA
Job Responsibilities:
Gather and organize the essential data, also discover new sources for gathering data.
Analyze the financial data available in the organization.
Develop financial as well as accounting reports in accordance with the research.
Asses credit depreciation and capital expenditure.
Determine financial trends and recommend improvements accordingly.
Identify financial risk and suggest ways to prevent loss.
Collaborate with the other members of the team as and when required.
Give suggestions to the Senior financial analysts backed up with your analysis of the information.
Do business study, comparing the performances of past and future.
Record the financial status of the organization based on the analysis of the result and forecast.
Compose financial forecasts and analyze inventories.
Achieve extensive job knowledge to stay updated with the innovation in the field.
Commute improvements in the procedure and development of policies that result in better functioning of the organization.
Job Skills:
Bachelor's degree in accounting, finance, or other related courses.
Proven experience in financial fields.
Excellent communication skills, presentation skills, and reporting skills.
Good understanding of the financial system.
Deep knowledge of financial diagnostics and forecasting as well as information analysis.
Well-versed with MS Word, Excell, PowerPoint, and outlook.
Good Leadership qualities.
How much does a finance associate earn in Salinas, CA?
The average finance associate in Salinas, CA earns between $39,000 and $142,000 annually. This compares to the national average finance associate range of $50,000 to $130,000.