Financial Analyst 4 - Oakland, CA - Job ID 79641
Finance associate job in Oakland, CA
The University of California Agriculture and Natural Resources (UC ANR) is a highly complex organization with operations located in 58 county offices, on three campuses, with ten research and extension centers throughout the State of California. This position requires knowledge of the policies, procedures, and technicalities of the various accounting and budget systems used by UC Berkeley, UC Riverside, UC Davis, and the Office of the President.
Help manage UCANR's budget of $300 million over a variety of funds ranging from federal, state, county, extramural, endowments, gifts, sales & service fees, indirect cost recovery fees, and program fees. These funds are deployed throughout California utilizing multiple financial systems.
This position requires a strong analytical background to develop tools and provide financial and technical analytics to support high-level decision-making. Independently perform a wide range of functions and analyze complex problems through the lens of achieving organizational goals and mission statement. Demonstrate practical and strategic judgement in selecting methods and techniques for determining solutions. Provide analytical support for budget, financial, and resource analysis projects. Provide department support in the areas of business process analysis and design, strategic planning, budget process, and financial procedures. Understands industry practices and organizational policies and procedures.
Specific skills and attributes sought are the ability to construct, manage and update large databases of staff funding, payroll, benefits, and other information used for budgeting purposes. Must have the ability to transform various and multiple forms of information and data provided by colleagues and other departments into tangible databases updates/changes. Must be able to work and collaborate with a full range of colleagues, from senior leadership to subordinates.
This position is a career appointment that is 100% fixed.
The home department for this position is Resource Planning & Management. While this position normally is based in Oakland, CA, this position is eligible for hybrid flexible work arrangements, for applicants living in the State of California, at this time. Please note that hybrid flexible work arrangements are subject to change by the University.
Budgeted Hiring Pay Scale:
Financial Analyst 4 - $98,600.00/year to $120,000.00/year
Standard Pay Scale:
Financial Analyst 4 - $98,600.00/year to $141,500.00/year
Job Posting Close Date: This job is open until filled. The first application review date will be 7/25/2025.
Key Responsibilities:
45%
Personnel Budget Administration:
Manages and reconciles the budgetary resources related to the salary and benefits costs associated with these positions by continuously monitoring funding allocations and commitments across several funding categories to determine how much funding is available. Makes recommendations to the Director and Associate Director of Resource Planning and Management and senior leadership on appropriate fund use to meet current and future salary and benefits commitments. Independently enforces division-wide position control for all budgeted positions. Assist with budgetary financial journal when necessary.
30%
Budget and Data Reporting:
Considers current financial data and constraints as well as changes in organizational structures to generate long-term financial forecasts and budgets at the unit or the Division level.
Gathers, analyzes, and interprets financial data, and prepares and summarizes periodic and ad-hoc financial plans, including operating forecasts, sources and uses reports, etc. Examples include strategic planning and modeling, monitoring performance of units relative to goals/budgets, etc.
Incorporates advanced understanding of Federal and State governmental, University, departmental, and organizational policies, procedures, precedents, and methods to resolve highly complex assignments.
Develops the basis for alternative methods to calculate various county, unit, or college metrics to further promote fairness and equity in administering ANR's mission.
20%
Formula Funds Management:
Conducts detailed analyses to determine the budget and planning impact of using federal formula funds that involve specific restrictions as mandated by federal law. Works with UC ANR Financial Services and UC ANR Program Planning and Evaluation to identify appropriate methodologies and activities to meet USDA requirements on fund usage and reporting.
5%
Projects and Committees:
Assists in projects for the Director and Associate Director of Resource Planning and Management, and senior leadership as needed. Projects include, but are not limited to, ad hoc reporting, serving on committees and assisting in system implementation related to staffing and benefit issues.
Requirements:
Advanced degree in related area and / or equivalent experience / training.
Demonstrated excellent written, verbal, and interpersonal skills to establish and maintain cooperative, tactful, effective, and harmonious working relationships with co-workers, supervisors, university employees, sponsors and the public.
Advanced service orientation and critical thinking skills; and attention to detail; in depth ability to use organizational skills to multi-task in a high-volume environment. Ability to function as a member of a team.
Programming - In depth ability to use multiple programming, database, and spreadsheet software tools (Hyperion, SaaS, VBA, and Excel) to gather information for specialized, complex financial analysis, fiscal management, and financial reports.
Skill in organizing material and information in a systematic way to optimize effective and efficient operations.
Analytical and interpretation skills, including those in Accounting and Forecasting financial data, to assist in decision making.
Experienced in use of financial transactions and financial systems, as well as related policy and accounting requirements.
Ability to adapt and be flexible to shifting priorities, demands, and timelines.
Special Conditions of Employment:
Must possess valid California Driver's License to drive a County or University vehicle. Ability and means to travel on a flexible schedule as needed, proof of liability damage insurance on vehicle used is required. Reimbursement of job-related travel will be reimbursed according to University policies.
The University reserves the right to make employment contingent upon successful completion of the background check. This is a designated position requiring a background check and may require fingerprinting due to the nature of the job responsibilities. UC ANR does hire people with conviction histories and reviews information received in the context of the job responsibilities.
As of January 1, 2014, ANR is a smoke- and tobacco-free environment in which smoking, the use of smokeless tobacco products, and the use of unregulated nicotine products (e-cigarettes), is strictly prohibited.
As a condition of employment, you will be required to comply with the University of California https://apptrkr.com/get_redirect.php?id=6652733&target URL=
Help manage UCANR's budget of $300 million over a variety of funds ranging from federal, state, county, extramural, endowments, gifts, sales & service fees, indirect cost recovery fees, and program fees. These funds are deployed throughout California utilizing multiple financial systems.
This position requires a strong analytical background to develop tools and provide financial and technical analytics to support high-level decision-making. Independently perform a wide range of functions and analyze complex problems through the lens of achieving organizational goals and mission statement. Demonstrate practical and strategic judgement in selecting methods and techniques for determining solutions. Provide analytical support for budget, financial, and resource analysis projects. Provide department support in the areas of business process analysis and design, strategic planning, budget process, and financial procedures. Understands industry practices and organizational policies and procedures.
Specific skills and attributes sought are the ability to construct, manage and update large databases of staff funding, payroll, benefits, and other information used for budgeting purposes. Must have the ability to transform various and multiple forms of information and data provided by colleagues and other departments into tangible databases updates/changes. Must be able to work and collaborate with a full range of colleagues, from senior leadership to subordinates.
This position is a career appointment that is 100% fixed.
The home department for this position is Resource Planning & Management. While this position normally is based in Oakland, CA, this position is eligible for hybrid flexible work arrangements, for applicants living in the State of California, at this time. Please note that hybrid flexible work arrangements are subject to change by the University.
Budgeted Hiring Pay Scale:
Financial Analyst 4 - $98,600.00/year to $120,000.00/year
Standard Pay Scale:
Financial Analyst 4 - $98,600.00/year to $141,500.00/year
Job Posting Close Date: This job is open until filled. The first application review date will be 7/25/2025.
Key Responsibilities:
45%
Personnel Budget Administration:
Manages and reconciles the budgetary resources related to the salary and benefits costs associated with these positions by continuously monitoring funding allocations and commitments across several funding categories to determine how much funding is available. Makes recommendations to the Director and Associate Director of Resource Planning and Management and senior leadership on appropriate fund use to meet current and future salary and benefits commitments. Independently enforces division-wide position control for all budgeted positions. Assist with budgetary financial journal when necessary.
30%
Budget and Data Reporting:
Considers current financial data and constraints as well as changes in organizational structures to generate long-term financial forecasts and budgets at the unit or the Division level.
Gathers, analyzes, and interprets financial data, and prepares and summarizes periodic and ad-hoc financial plans, including operating forecasts, sources and uses reports, etc. Examples include strategic planning and modeling, monitoring performance of units relative to goals/budgets, etc.
Incorporates advanced understanding of Federal and State governmental, University, departmental, and organizational policies, procedures, precedents, and methods to resolve highly complex assignments.
Develops the basis for alternative methods to calculate various county, unit, or college metrics to further promote fairness and equity in administering ANR's mission.
20%
Formula Funds Management:
Conducts detailed analyses to determine the budget and planning impact of using federal formula funds that involve specific restrictions as mandated by federal law. Works with UC ANR Financial Services and UC ANR Program Planning and Evaluation to identify appropriate methodologies and activities to meet USDA requirements on fund usage and reporting.
5%
Projects and Committees:
Assists in projects for the Director and Associate Director of Resource Planning and Management, and senior leadership as needed. Projects include, but are not limited to, ad hoc reporting, serving on committees and assisting in system implementation related to staffing and benefit issues.
Requirements:
Advanced degree in related area and / or equivalent experience / training.
Demonstrated excellent written, verbal, and interpersonal skills to establish and maintain cooperative, tactful, effective, and harmonious working relationships with co-workers, supervisors, university employees, sponsors and the public.
Advanced service orientation and critical thinking skills; and attention to detail; in depth ability to use organizational skills to multi-task in a high-volume environment. Ability to function as a member of a team.
Programming - In depth ability to use multiple programming, database, and spreadsheet software tools (Hyperion, SaaS, VBA, and Excel) to gather information for specialized, complex financial analysis, fiscal management, and financial reports.
Skill in organizing material and information in a systematic way to optimize effective and efficient operations.
Analytical and interpretation skills, including those in Accounting and Forecasting financial data, to assist in decision making.
Experienced in use of financial transactions and financial systems, as well as related policy and accounting requirements.
Ability to adapt and be flexible to shifting priorities, demands, and timelines.
Special Conditions of Employment:
Must possess valid California Driver's License to drive a County or University vehicle. Ability and means to travel on a flexible schedule as needed, proof of liability damage insurance on vehicle used is required. Reimbursement of job-related travel will be reimbursed according to University policies.
The University reserves the right to make employment contingent upon successful completion of the background check. This is a designated position requiring a background check and may require fingerprinting due to the nature of the job responsibilities. UC ANR does hire people with conviction histories and reviews information received in the context of the job responsibilities.
As of January 1, 2014, ANR is a smoke- and tobacco-free environment in which smoking, the use of smokeless tobacco products, and the use of unregulated nicotine products (e-cigarettes), is strictly prohibited.
As a condition of employment, you will be required to comply with the University of California https://apptrkr.com/get_redirect.php?id=6652733&target URL=This job is open until filled. The first application review date will be 7/25/2025.
Key Responsibilities:
45%
Personnel Budget Administration:
Manages and reconciles the budgetary resources related to the salary and benefits costs associated with these positions by continuously monitoring funding allocations and commitments across several funding categories to determine how much funding is available. Makes recommendations to the Director and Associate Director of Resource Planning and Management and senior leadership on appropriate fund use to meet current and future salary and benefits commitments. Independently enforces division-wide position control for all budgeted positions. Assist with budgetary financial journal when necessary.
30%
Budget and Data Reporting:
Considers current financial data and constraints as well as changes in organizational structures to generate long-term financial forecasts and budgets at the unit or the Division level.
Gathers, analyzes, and interprets financial data, and prepares and summarizes periodic and ad-hoc financial plans, including operating forecasts, sources and uses reports, etc. Examples include strategic planning and modeling, monitoring performance of units relative to goals/budgets, etc.
Incorporates advanced understanding of Federal and State governmental, University, departmental, and organizational policies, procedures, precedents, and methods to resolve highly complex assignments.
Develops the basis for alternative methods to calculate various county, unit, or college metrics to further promote fairness and equity in administering ANR's mission.
20%
Formula Funds Management:
Conducts detailed analyses to determine the budget and planning impact of using federal formula funds that involve specific restrictions as mandated by federal law. Works with UC ANR Financial Services and UC ANR Program Planning and Evaluation to identify appropriate methodologies and activities to meet USDA requirements on fund usage and reporting.
5%
Projects and Committees:
Assists in projects for the Director and Associate Director of Resource Planning and Management, and senior leadership as needed. Projects include, but are not limited to, ad hoc reporting, serving on committees and assisting in system implementation related to staffing and benefit issues.
Requirements:
Advanced degree in related area and / or equivalent experience / training.
Demonstrated excellent written, verbal, and interpersonal skills to establish and maintain cooperative, tactful, effective, and harmonious working relationships with co-workers, supervisors, university employees, sponsors and the public.
Advanced service orientation and critical thinking skills; and attention to detail; in depth ability to use organizational skills to multi-task in a high-volume environment. Ability to function as a member of a team.
Programming - In depth ability to use multiple programming, database, and spreadsheet software tools (Hyperion, SaaS, VBA, and Excel) to gather information for specialized, complex financial analysis, fiscal management, and financial reports.
Skill in organizing material and information in a systematic way to optimize effective and efficient operations.
Analytical and interpretation skills, including those in Accounting and Forecasting financial data, to assist in decision making.
Experienced in use of financial transactions and financial systems, as well as related policy and accounting requirements.
Ability to adapt and be flexible to shifting priorities, demands, and timelines.
Special Conditions of Employment:
Must possess valid California Driver's License to drive a County or University vehicle. Ability and means to travel on a flexible schedule as needed, proof of liability damage insurance on vehicle used is required. Reimbursement of job-related travel will be reimbursed according to University policies.
The University reserves the right to make employment contingent upon successful completion of the background check. This is a designated position requiring a background check and may require fingerprinting due to the nature of the job responsibilities. UC ANR does hire people with conviction histories and reviews information received in the context of the job responsibilities.
As of January 1, 2014, ANR is a smoke- and tobacco-free environment in which smoking, the use of smokeless tobacco products, and the use of unregulated nicotine products (e-cigarettes), is strictly prohibited.
As a condition of employment, you will be required to comply with the University of California https://apptrkr.com/get_redirect.php?id=6652733&target URL=. Makes recommendations to the Director and Associate Director of Resource Planning and Management and senior leadership on appropriate fund use to meet current and future salary and benefits commitments. Independently enforces division-wide position control for all budgeted positions. Assist with budgetary financial journal when necessary.
30%
Budget and Data Reporting:
Considers current financial data and constraints as well as changes in organizational structures to generate long-term financial forecasts and budgets at the unit or the Division level.
Gathers, analyzes, and interprets financial data, and prepares and summarizes periodic and ad-hoc financial plans, including operating forecasts, sources and uses reports, etc. Examples include strategic planning and modeling, monitoring performance of units relative to goals/budgets, etc.
Incorporates advanced understanding of Federal and State governmental, University, departmental, and organizational policies, procedures, precedents, and methods to resolve highly complex assignments.
Develops the basis for alternative methods to calculate various county, unit, or college metrics to further promote fairness and equity in administering ANR's mission.
20%
Formula Funds Management:
Conducts detailed analyses to determine the budget and planning impact of using federal formula funds that involve specific restrictions as mandated by federal law. Works with UC ANR Financial Services and UC ANR Program Planning and Evaluation to identify appropriate methodologies and activities to meet USDA requirements on fund usage and reporting.
5%
Projects and Committees:
Assists in projects for the Director and Associate Director of Resource Planning and Management, and senior leadership as needed. Projects include, but are not limited to, ad hoc reporting, serving on committees and assisting in system implementation related to staffing and benefit issues.
Requirements:
Advanced degree in related area and / or equivalent experience / training.
Demonstrated excellent written, verbal, and interpersonal skills to establish and maintain cooperative, tactful, effective, and harmonious working relationships with co-workers, supervisors, university employees, sponsors and the public.
Advanced service orientation and critical thinking skills; and attention to detail; in depth ability to use organizational skills to multi-task in a high-volume environment. Ability to function as a member of a team.
Programming - In depth ability to use multiple programming, database, and spreadsheet software tools (Hyperion, SaaS, VBA, and Excel) to gather information for specialized, complex financial analysis, fiscal management, and financial reports.
Skill in organizing material and information in a systematic way to optimize effective and efficient operations.
Analytical and interpretation skills, including those in Accounting and Forecasting financial data, to assist in decision making.
Experienced in use of financial transactions and financial systems, as well as related policy and accounting requirements.
Ability to adapt and be flexible to shifting priorities, demands, and timelines.
Special Conditions of Employment:
Must possess valid California Driver's License to drive a County or University vehicle. Ability and means to travel on a flexible schedule as needed, proof of liability damage insurance on vehicle used is required. Reimbursement of job-related travel will be reimbursed according to University policies.
The University reserves the right to make employment contingent upon successful completion of the background check. This is a designated position requiring a background check and may require fingerprinting due to the nature of the job responsibilities. UC ANR does hire people with conviction histories and reviews information received in the context of the job responsibilities.
As of January 1, 2014, ANR is a smoke- and tobacco-free environment in which smoking, the use of smokeless tobacco products, and the use of unregulated nicotine products (e-cigarettes), is strictly prohibited.
As a condition of employment, you will be required to comply with the University of California https://apptrkr.com/get_redirect.php?id=6652733&target URL=.
Develops the basis for alternative methods to calculate various county, unit, or college metrics to further promote fairness and equity in administering ANR's mission.
20%
Formula Funds Management:
Conducts detailed analyses to determine the budget and planning impact of using federal formula funds that involve specific restrictions as mandated by federal law. Works with UC ANR Financial Services and UC ANR Program Planning and Evaluation to identify appropriate methodologies and activities to meet USDA requirements on fund usage and reporting.
5%
Projects and Committees:
Assists in projects for the Director and Associate Director of Resource Planning and Management, and senior leadership as needed. Projects include, but are not limited to, ad hoc reporting, serving on committees and assisting in system implementation related to staffing and benefit issues.
Requirements:
Advanced degree in related area and / or equivalent experience / training.
Demonstrated excellent written, verbal, and interpersonal skills to establish and maintain cooperative, tactful, effective, and harmonious working relationships with co-workers, supervisors, university employees, sponsors and the public.
Advanced service orientation and critical thinking skills; and attention to detail; in depth ability to use organizational skills to multi-task in a high-volume environment. Ability to function as a member of a team.
Programming - In depth ability to use multiple programming, database, and spreadsheet software tools (Hyperion, SaaS, VBA, and Excel) to gather information for specialized, complex financial analysis, fiscal management, and financial reports.
Skill in organizing material and information in a systematic way to optimize effective and efficient operations.
Analytical and interpretation skills, including those in Accounting and Forecasting financial data, to assist in decision making.
Experienced in use of financial transactions and financial systems, as well as related policy and accounting requirements.
Ability to adapt and be flexible to shifting priorities, demands, and timelines.
Special Conditions of Employment:
Must possess valid California Driver's License to drive a County or University vehicle. Ability and means to travel on a flexible schedule as needed, proof of liability damage insurance on vehicle used is required. Reimbursement of job-related travel will be reimbursed according to University policies.
The University reserves the right to make employment contingent upon successful completion of the background check. This is a designated position requiring a background check and may require fingerprinting due to the nature of the job responsibilities. UC ANR does hire people with conviction histories and reviews information received in the context of the job responsibilities.
As of January 1, 2014, ANR is a smoke- and tobacco-free environment in which smoking, the use of smokeless tobacco products, and the use of unregulated nicotine products (e-cigarettes), is strictly prohibited.
As a condition of employment, you will be required to comply with the University of California Policy on Vaccination Programs, as may be amended or revised from time to time. Federal, state, or local public health directives may impose additional requirements.
Exercise the utmost discretion in managing sensitive information learned in the course of performing their duties. Sensitive information includes but is not limited to employee and student records, health and patient records, financial data, strategic plans, proprietary information, and any other sensitive or non-public information learned during the course and scope of employment. Understands that sensitive information should be shared on a limited basis and actively takes steps to limit access to sensitive information to individuals who have legitimate business need to know. Ensure that sensitive information is properly safeguarded. Follow all organizational policies and laws on data protection and privacy. This includes secure handling of physical and digital records and proper usage of IT systems to prevent data leaks. The unauthorized or improper disclosure of confidential work-related information obtained from any source on any work-related matter is a violation of these expectations.
Misconduct Disclosure Requirement: As a condition of employment, the final candidate who accepts a conditional offer of employment will be required to disclose if they have been subject to any final administrative or judicial decisions within the last seven years determining that they committed any misconduct; received notice of any allegations or are currently the subject of any administrative or disciplinary proceedings involving misconduct; have left a position after receiving notice of allegations or while under investigation in an administrative or disciplinary proceeding involving misconduct; or have filed an appeal of a finding of misconduct with a previous employer.
a. "Misconduct" means any violation of the policies or laws governing conduct at the applicant's previous place of employment, including, but not limited to, violations of policies or laws prohibiting sexual harassment, sexual assault, or other forms of harassment, discrimination, dishonesty, or unethical conduct, as defined by the employer. For reference, below are UC's policies addressing some forms of misconduct:
https://apptrkr.com/get_redirect.php?id=6652733&target URL=
Exercise the utmost discretion in managing sensitive information learned in the course of performing their duties. Sensitive information includes but is not limited to employee and student records, health and patient records, financial data, strategic plans, proprietary information, and any other sensitive or non-public information learned during the course and scope of employment. Understands that sensitive information should be shared on a limited basis and actively takes steps to limit access to sensitive information to individuals who have legitimate business need to know. Ensure that sensitive information is properly safeguarded. Follow all organizational policies and laws on data protection and privacy. This includes secure handling of physical and digital records and proper usage of IT systems to prevent data leaks. The unauthorized or improper disclosure of confidential work-related information obtained from any source on any work-related matter is a violation of these expectations.
Misconduct Disclosure Requirement: As a condition of employment, the final candidate who accepts a conditional offer of employment will be required to disclose if they have been subject to any final administrative or judicial decisions within the last seven years determining that they committed any misconduct; received notice of any allegations or are currently the subject of any administrative or disciplinary proceedings involving misconduct; have left a position after receiving notice of allegations or while under investigation in an administrative or disciplinary proceeding involving misconduct; or have filed an appeal of a finding of misconduct with a previous employer.
a. "Misconduct" means any violation of the policies or laws governing conduct at the applicant's previous place of employment, including, but not limited to, violations of policies or laws prohibiting sexual harassment, sexual assault, or other forms of harassment, discrimination, dishonesty, or unethical conduct, as defined by the employer. For reference, below are UC's policies addressing some forms of misconduct:
UC Sexual Violence and Sexual Harassment Policy
UC Anti-Discrimination Policy
Abusive Conduct in the Workplace
To apply, please visit: https://careerspub.universityofcalifornia.edu/psc/ucanr/EMPLOYEE/HRMS/c/HRS_HRAM_FL.HRS_CG_SEARCH_FL.GBL?Page=HRS_APP_JBPST_FL&JobOpeningId=79641&PostingSeq=1&SiteId=17&language Cd=ENG&FOCUS=Applicant
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Corporate Finance
Finance associate 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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Corporate Finance & Strategy, Revenue
Finance associate job in San Francisco, CA
About Anthropic
Anthropic is a public benefit corporation headquartered in San Francisco, focusing on creating AI systems that are both safe and beneficial. As a cutting-edge AI research company, Anthropic emphasizes developing reliable, interpretable, and steerable AI technologies. The company operates on the principle that AI holds significant social and ethical implications, and therefore strives to maintain a diverse and representative team. Anthropic is known for fostering a collaborative environment where team members work on large-scale research projects. Their work often intersects with extensive empirical sciences similar to those seen in fields like physics and biology. Key research topics have included GPT-3 and concrete problems in AI safety.
About this Role
The Corporate Finance & Strategy, Revenue role at Anthropic involves serving as a strategic partner to company leadership by leveraging data to inform crucial business decisions. This position requires a proficient finance expert to lead revenue narratives and analytics, joining forces with several key teams within Anthropic to tell the overarching revenue story. Successful candidates will have a hand in driving strategic revenue planning, analysis, and delivering insights that impact executive and external communications. In this role, individuals have the unique opportunity to influence how Anthropic perceives, predicts, and conveys its revenue trajectory. By operating at the confluence of finance, strategy, and business operations, they will transform complex revenue dynamics into coherent narratives, crucially affecting cross-organizational strategic decisions.
Responsibilities
Own the corporate revenue forecast, synthesizing inputs from GTM Finance & Strategy and Product F&S teams to develop company-wide revenue projections.
Partner with GTM Finance & Strategy to develop a deep understanding of revenue drivers, trends, and business model dynamics across API, enterprise, and consumer offerings.
Build and maintain revenue models that incorporate pricing strategies, customer cohort behavior, product mix, and market trends.
Participate in monthly and quarterly revenue reviews with senior leadership, providing insights on performance against plan, key drivers of variance, and forward-looking trends.
Collaborate across Corporate F&S to prepare revenue-related materials for board meetings, investor updates, and external communications.
Develop executive-ready presentations and narratives that clearly communicate revenue performance, risks, and opportunities to various stakeholder audiences.
Drive cross-functional alignment on revenue recognition policies and definitions in partnership with Accounting and F&S teams.
Identify process improvement opportunities and drive initiatives to enhance financial planning capabilities and operational rigor.
Support month-end and quarter-end close activities, including forecasting and variance analysis.
Requirements
Have 5+ years of experience in FP&A, corporate finance, strategic finance, or revenue operations roles, preferably at high-growth technology companies.
Possess exceptional analytical and financial modeling skills, with demonstrated ability to build complex revenue models and forecasts.
Have strong business acumen and can quickly develop deep understanding of revenue drivers, business models, and go-to-market dynamics.
Demonstrate excellent communication and storytelling abilities, with experience presenting to C-suite executives and board members.
Are highly proficient in Excel/Google Sheets and financial planning tools.
Have a strategic mindset with the ability to balance detailed analysis with big-picture thinking.
Thrive in fast-paced, dynamic environments and can navigate ambiguity with confidence.
Possess strong collaboration skills and can build effective partnerships across functions and levels.
Are passionate about Anthropic's mission to build safe, beneficial AI systems.
Benefits
Competitive compensation and benefits.
Optional equity donation matching.
Generous vacation and parental leave.
Flexible working hours.
Collaborative office space in San Francisco.
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Financial Analyst, Advisory Services
Finance associate job in San Francisco, CA
Century | Urban is a leading Bay Area real estate investment and advisory firm headquartered in San Francisco, California, with a commitment to excellence, integrity and attention to detail in every aspect of its work. Only individuals who live in California will be considered for this position.
Century | Urban is a vertically integrated real estate advisory, investment and asset management firm. Known for our solutions-based approach to complex real estate matters, we seamlessly operate as a trusted advisor and investment manager to private landowners, private developers, non-profits and public agencies. Clients rely upon the firm as an indispensable partner in their real estate ventures.
The firm is seeking a Financial Analyst to play an integral role as a member of our team with responsibility for financial analytics including pro-forma modeling, economic analysis, market research and asset and project management support. This position will require a “utility player” who thrives on high profile real estate advisory engagements for some of the most impactful development projects in California. Please visit our website at ******************** to learn more about the firm and its projects.
The Financial Analyst role represents an exciting opportunity to work as part of a team and advance one's real estate skills by working on some of the largest and most notable transactions in the Bay Area, in addition to contributing to a successful boutique real estate advisory firm. The firm prides itself on a collaborative and collegial working environment. The Financial Analyst position will require being onsite a minimum of four days per week. This is a full-time position reporting to the Managing Principals of the firm with potential to grow into an Associate Vice President role.
Advisory Position Responsibilities:
Perform economic feasibility and underwriting analysis utilizing Microsoft Excel to evaluate proposed development projects, operating assets and portfolio level valuation across all product types including affordable housing.
Evaluate underutilized assets and real estate portfolios to identify their highest and best use, perform corresponding economic analyses, and identify potential funding sources.
Prepare presentations and memorandums highlighting economic analysis results, market research, proposed transaction structures, and case studies.
Perform market research including rental comparables, sales comps, economic and demographic trends, and asset specific due diligence with written summaries.
Interact with client executives and work directly with the Managing Principals to execute advisory assignments.
Assist in underwriting and performing due diligence on multifamily apartments, office, industrial and hotel projects in California.
Attend client meetings, prepare client materials and present findings to clients.
Support management responsibilities on an institutional quality commercial portfolio including 450 Sansome in San Francisco and 160 West Santa Clara Street in San Jose.
Work with third-party property managers to implement acquisition business plans and asset strategies.
Analyze and monitor renovation programs and coordinate with lenders and capital partners on progress reporting.
In conjunction with annual budgeting process, update cash flow models to reflect leasing and operating activities.
Position Requirements:
3-5 years of related work experience in financial analysis, asset management, consulting, brokerage, appraisal or accounting.
Strong organizational skills with ability to prioritize and manage multiple tasks in a timely manner.
Highly analytical and detail oriented with strong communication skills.
Excellent technical writing skills, including the ability to synthesize complex information into clear, concise, and well-structured reports.
Self-starter willing to challenge themselves in an entrepreneurial environment.
Must be eligible to work in the United States with a Bachelor's degree required with business, real estate or finance concentration.
Proficient in Excel, Word, PowerPoint and Outlook with a strong ability to learn new software quickly.
Proprietary Equity Traders Wanted
Finance associate job in San Francisco, CA
NOW Accepting Applications for Prop Trading Professionals
Considering an exciting new career as a professional trader?
T3 Trading Group, LLC (****************** is a Registered SEC Broker-Dealer & Member of FINRA/SIPC. We are recruiting hardworking, entrepreneurial entry level-traders for remote positions in our nationwide Trading Group.
Trading with T3TG
Our goal is to help every trader maximize their potential through:
In-depth education in technical analysis, tape reading, money management, market psychology, and other essential topics
Cutting edge technology including access to multiple trading platforms, ‘dark' and ‘lit' execution venues, plus black box/algorithmic systems
Daily trading reviews with experienced traders for individualized help
An open and friendly team environment
A competitive payout structures
Required Qualifications
College degree with a competitive GPA
Passion for financial markets
Strong analytical skills
Team-oriented mentality
A focused, entrepreneurial personality
Experience in sports or other competitive endeavors like gaming preferred but not required
Prior trading experience is not required
Professional Trading Benefits
As a professional trader with T3TG you get:
Access to firm capital for superior leverage to traditional retail brokerage accounts.
A community of like-minded seasoned professionals to trade alongside.
Avoidance of traditional retail restrictions such as the Pattern Day Trader (PDR) rule and short sale restrictions.
Access additional capital and potential full-backing based on your performance.
Regulatory Requirements
To trade the firm's capital, equities and options traders must pass the Securities
Industry Essentials (SIE) and Series 57 top off exams to obtain the Securities Trader Representative registration. We are happy to sponsor all qualified candidates to take the exams.
Additionally, all traders must complete FINRA Registration paperwork and applicable background checks.
About T3TG
T3 Trading Group, LLC, a unit of T3 companies, is a Registered SEC Broker-Dealer and Member of FINRA/SIPC. Established in 2007 and registered in 2010, it holds licenses in 53 U.S. States and Territories. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district.
Please Note:
Proprietary trading is not for everyone. However, it can be a great fit for entrepreneurial spirits with superior work ethic and discipline. Historically, we have sponsored H1B visas on a case-by-case basis and generally require 12 months remaining on any OPT Visa.
How to Apply
If interested, please contact Paolo Fontana at ************ or ***************************
Easy ApplyCorporate FPu0026A Spend Team Analyst
Finance associate job in Cupertino, CA
Do you love thinking analytically? Are you passionate about using your financial knowledge to navigate complex challenges? Just as our customers find value in Apple products, the Finance group finds value for both Apple and its shareholders. As part of this group, you'll play an integral role in ensuring our day-to-day financial health. You and your team will support Apple's growth, both top and bottom line, by applying the same level of innovation toward financial matters as we do toward our products and services. You'll also collaborate with Apple teams across the world to develop more effective investment strategies and risk management. Finance is essential to upholding our global commitment to excellence, and it is directly responsible for shaping the company's future. Join us, and you'll have an important role in continuing Apple's legacy of efficiency and success. Our Corporate FPu0026A team has an opening for a Financial Analyst supporting the Spend team. This highly visible role works closely with various Finance functions across Apple and provides a unique opportunity to understand and drive Spend at a total company level. This team manages the corporate monthly Spend, Headcount and CapEx forecast processes including the quarter end reporting and the Annual Plan. As part of this team, you'll play an integral role in ensuring our day-to-day financial health by applying the same level of innovation toward financial matters as we do toward our products and services. In this role you will analyze financial performance and present business drivers to senior leadership, work closely with cross-functional Finance teams throughout Apple, and drive continuous improvement in process, reporting and data analytics. The role requires a solid business understanding, analytical skill, exceptional interpersonal skills, and an uncompromising attention to detail.Collaborate with Apple teams across the world to develop more effective investment strategies and risk management. Ensure clear communication of forecast cadence, deliverables and objectives for both regular and ad-hoc requests to meet business goals. Partner with cross-functional teams to provide insightful analytics and drive efficient communication of business drivers to enable management to make informed decisions. Oversee and actively improve the corporate spend forecasting tool and process. Proactively seek areas of inconsistencies in process, analysis or reporting in order to drive consistency and better business analytics. Take on additional ad hoc requests/projects as necessary. 5+ years of professional Finance experience with a preference for FPu0026A experience
Bachelor's degree in related field or relevant work experience Array
Investment Banker - Pharma/BioTech - Vice President
Finance associate job in San Francisco, CA
We are seeking a seasoned Vice President to join our industry-leading team.
As a Vice President in Investment Banking, you will demonstrate good business acumen and proven track record in developing clients and marketing total business solutions. You will be responsible for supporting an outstanding network of relationships with corporate and institutional clients that lie at the heart of our Investment Banking franchise. You'll bring to our team deep experience identifying and developing new business opportunities with existing clients under coverage, while exploring new business opportunities with new clients.
Job Responsibilities
Working with the financial solutions and execution teams to advise clients on integrated financial solutions including mergers & acquisitions, divestitures, restructurings, loans, and equity capital and debt capital raises
Following up and coordinating all deals and requests from clients and coordinate with the Financial Solutions, execution and other internal teams, as well as external professional consultants
Providing timely market information
Participating in business and company events to identify new business opportunities and pitch for new clients
Leading and/or participating in execution meetings with support of execution/product partners, as circumstances may require
Required qualifications, capabilities, and skills
6 years prior work experience in an investment banking front office role
Bachelor's degree in Finance, Accounting, Business Administration, or other related field
Exceptional written and verbal communication skills with specific ability to communicate concepts and ideas concisely and defend their validity
Very strong quantitative and analytical skills (including Excel modelling and valuation work)
Ability to work well under pressure and to tight deadlines, and have the aptitude to synthesize large amounts of information and to develop innovative solutions
Adaptability, able to manage projects independently and be ready to assume a high level of responsibility as a member of a team
Ability to comfortably interact with clients in a professional and mature manner
Excellent understanding of financial, legal and reputational risks facing large integrated investment banks in today's environment
Auto-ApplyInvestment Banker - Pharma/BioTech - Vice President
Finance associate job in San Francisco, CA
We are seeking a seasoned Vice President to join our industry-leading team.
As a Vice President in Investment Banking, you will demonstrate good business acumen and proven track record in developing clients and marketing total business solutions. You will be responsible for supporting an outstanding network of relationships with corporate and institutional clients that lie at the heart of our Investment Banking franchise. You'll bring to our team deep experience identifying and developing new business opportunities with existing clients under coverage, while exploring new business opportunities with new clients.
Job Responsibilities
Working with the financial solutions and execution teams to advise clients on integrated financial solutions including mergers & acquisitions, divestitures, restructurings, loans, and equity capital and debt capital raises
Following up and coordinating all deals and requests from clients and coordinate with the Financial Solutions, execution and other internal teams, as well as external professional consultants
Providing timely market information
Participating in business and company events to identify new business opportunities and pitch for new clients
Leading and/or participating in execution meetings with support of execution/product partners, as circumstances may require
Required qualifications, capabilities, and skills
6 years prior work experience in an investment banking front office role
Bachelor's degree in Finance, Accounting, Business Administration, or other related field
Exceptional written and verbal communication skills with specific ability to communicate concepts and ideas concisely and defend their validity
Very strong quantitative and analytical skills (including Excel modelling and valuation work)
Ability to work well under pressure and to tight deadlines, and have the aptitude to synthesize large amounts of information and to develop innovative solutions
Adaptability, able to manage projects independently and be ready to assume a high level of responsibility as a member of a team
Ability to comfortably interact with clients in a professional and mature manner
Excellent understanding of financial, legal and reputational risks facing large integrated investment banks in today's environment
Auto-ApplyTechnology Investment Banking - Vice President, Software (Menlo Park, CA)
Finance associate job in Menlo Park, CA
Morgan Stanley's Investment Banking Group provides industry, regional and product expertise to corporations, institutions and government clients in order to develop and execute innovative and customized solutions to the most challenging strategic and financing issues faced in the global marketplace. The Banking Group is comprised of a number of industry groups, which work closely with product team members in Mergers & Acquisitions, Global Capital Markets, Real Estate, and other industry groups throughout the Firm to provide relevant market insight, product creativity, and execution expertise to clients. These solutions include initial public offerings; public and private equity and equity-linked financings; mergers, acquisitions and restructurings; defense advisory assignments; strategic partnerships; public and private debt placements; share repurchases; and hedging, swaps and derivative transactions.
Our Menlo Park office is looking for a Vice President with prior experience in the Software industry to join the Technology Investment Banking Group. The successful candidate will have the opportunity to work with regional and international clients on a wide range of complex transactions including acquisitions, divestitures, mergers, joint ventures, corporate restructurings, shareholder relations, recapitalizations, leveraged buyouts and defenses against unsolicited takeover attempts, strategic advisory assignments and executions of public and private capital markets transactions, such as initial public offerings. The successful candidate will work closely with professionals throughout the firm to deliver high quality advice to our clients. You will play an important role on a team that includes senior professionals who will encourage you to go beyond the numbers and think creatively.
Qualifications:
* 6+ years of relevant experience within investment banking, or an MBA with 3+ years of experience, and with a proven track record working on complex executed deals across M&A and various industry sectors
* Experience in the software industry is strongly preferred, but not required
* Strong written and verbal communication, client and interpersonal skills
* Commercial instinct and ability to perform under pressure and tight deadlines
* Bachelor's degree is required; an MBA and/or CFA designation would be an asset
* Series licensed or must obtain
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Expected base pay rates for the role will be $275,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
Auto-ApplyTechnology Investment Banking - Vice President, Software (Menlo Park, CA)
Finance associate job in Menlo Park, CA
Morgan Stanley's Investment Banking Group provides industry, regional and product expertise to corporations, institutions and government clients in order to develop and execute innovative and customized solutions to the most challenging strategic and financing issues faced in the global marketplace. The Banking Group is comprised of a number of industry groups, which work closely with product team members in Mergers & Acquisitions, Global Capital Markets, Real Estate, and other industry groups throughout the Firm to provide relevant market insight, product creativity, and execution expertise to clients. These solutions include initial public offerings; public and private equity and equity-linked financings; mergers, acquisitions and restructurings; defense advisory assignments; strategic partnerships; public and private debt placements; share repurchases; and hedging, swaps and derivative transactions.
Our Menlo Park office is looking for a Vice President with prior experience in the Software industry to join the Technology Investment Banking Group. The successful candidate will have the opportunity to work with regional and international clients on a wide range of complex transactions including acquisitions, divestitures, mergers, joint ventures, corporate restructurings, shareholder relations, recapitalizations, leveraged buyouts and defenses against unsolicited takeover attempts, strategic advisory assignments and executions of public and private capital markets transactions, such as initial public offerings. The successful candidate will work closely with professionals throughout the firm to deliver high quality advice to our clients. You will play an important role on a team that includes senior professionals who will encourage you to go beyond the numbers and think creatively.
Qualifications:
6+ years of relevant experience within investment banking, or an MBA with 3+ years of experience, and with a proven track record working on complex executed deals across M&A and various industry sectors
Experience in the software industry is strongly preferred, but not required
Strong written and verbal communication, client and interpersonal skills
Commercial instinct and ability to perform under pressure and tight deadlines
Bachelor's degree is required; an MBA and/or CFA designation would be an asset
Series licensed or must obtain
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Expected base pay rates for the role will be $275,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
Auto-ApplyCorporate Finance
Finance associate job in San Francisco, CA
About Us: 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:
* 1-7 years experience in Corporate FP&A, Corporate Finance, or Strategic Finance in the technology industry
* Experience with financial modeling, consolidations, P&L Management, forecasting, Budget vs Actuals, annual and long-range planning
* 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 (Pigment, Adaptive, Anaplan)
* Working knowledge of SQL
* You don't need to be an AI expert, but you're curious and willing to adopt AI tools to work smarter and deliver better results
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.
By clicking "Submit Application", I understand and agree that Notion and its affiliates and subsidiaries will collect and process my information in accordance with Notion's Global Recruiting Privacy Policy.
#LI-Onsite
Auto-ApplyJunior Trader
Finance associate job in Alamo, CA
At Tanius we have a high standard. Our people come in each day ready to work hard, adapt to new challenges, and find solutions. We are looking for motivated individuals to develop and run trades. Your role will include training on the Tanius platform of tools for trading and risk management, deep tick by tick research guis, historical tick databases available for python research, and clusters for large scale simulation and optimization.
This position will be tailored to employ your strengths. We are looking for self-starters with a passion for trading.
No trading experience is necessary, but a track record of persistence and accomplishing hard things is what are are looking for. We will provide training and mentorship to get you ready for your role.
Trading is a high pressure environment, in which we take risk management and compliance with regulations at the core of what we do.
This is an on premise position in Alamo, CA. Remote options for this role will not be considered.
Qualifications
Bachelor's degree in Finance, Economics, Mathematics, Computer Science, or a related field.
Experience or interest in programming (Excel, Python etc)
Strong interest in financial markets and trading.
Strong communication and interpersonal skills.
High level of attention to detail and accuracy.
Ability to work well in a team and under pressure.
Self-motivated with a strong desire to learn and succeed.
Benefits
Competitive salary with performance-based bonuses.
Comprehensive health insurance.
Paid time off and holidays.
Collaborative and innovative work environment.
Auto-ApplyInterested in a future role?
Finance associate job in Sunnyvale, CA
About the Team:
Born at X, Google's Moonshot Factory, Taara is on a mission to connect billions of people lacking abundant and affordable internet today by pioneering the way we use light to deliver faster, cheaper, more reliable connectivity. Lead the charge in bringing our groundbreaking wireless optical communication and photonics chip technologies to the world. Drive our growth story as we scale innovative solutions across the world. Join us to light the way for bridging the digital divide and illuminating the future.
Don't see a current role that is a fit? Please apply here.
Auto-ApplyCorporate Finance & Strategy, Revenue
Finance associate job in San Francisco, CA
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
Our Corporate Finance & Strategy team serves as a strategic partner to Anthropic's leadership, driving data-informed decisions that shape our company's future. We are seeking an experienced finance professional to join our team as the Revenue lead. In this role, you will own the revenue narrative and analytics from a corporate perspective, partnering closely with Go-to-Market Finance & Strategy, the broader Corporate F&S team, F&S leadership, Investor Relations, and the CFO to tell the comprehensive revenue story for Anthropic. You will be responsible for driving strategic revenue planning, analysis, and insights that inform executive decision-making and external communications.
This role offers a unique opportunity to shape how Anthropic understands, forecasts, and communicates its revenue trajectory at a critical inflection point in our growth. You'll work at the intersection of finance, strategy, and business operations, translating complex revenue dynamics into clear narratives that drive strategic decisions across the organization.
Responsibilities:
Own the corporate revenue forecast, synthesizing inputs from GTM Finance & Strategy and Product F&S teams to develop company-wide revenue projections
Partner with GTM Finance & Strategy to develop a deep understanding of revenue drivers, trends, and business model dynamics across API, enterprise, and consumer offerings
Build and maintain revenue models that incorporate pricing strategies, customer cohort behavior, product mix, and market trends
Participate in monthly and quarterly revenue reviews with senior leadership, providing insights on performance against plan, key drivers of variance, and forward-looking trends
Collaborate across Corporate F&S to prepare revenue-related materials for board meetings, investor updates, and external communications
Develop executive-ready presentations and narratives that clearly communicate revenue performance, risks, and opportunities to various stakeholder audiences
Drive cross-functional alignment on revenue recognition policies and definitions in partnership with Accounting and F&S teams
Identify process improvement opportunities and drive initiatives to enhance financial planning capabilities and operational rigor
Support month-end and quarter-end close activities, including forecasting and variance analysis
You may be a good fit if you:
Have 5+ years of experience in FP&A, corporate finance, strategic finance, or revenue operations roles, preferably at high-growth technology companies
Possess exceptional analytical and financial modeling skills, with demonstrated ability to build complex revenue models and forecasts
Have strong business acumen and can quickly develop deep understanding of revenue drivers, business models, and go-to-market dynamics
Demonstrate excellent communication and storytelling abilities, with experience presenting to C-suite executives and board members
Are highly proficient in Excel/Google Sheets and financial planning tools
Have a strategic mindset with the ability to balance detailed analysis with big-picture thinking
Thrive in fast-paced, dynamic environments and can navigate ambiguity with confidence
Possess strong collaboration skills and can build effective partnerships across functions and levels
Are passionate about Anthropic's mission to build safe, beneficial AI systems
Strong candidates may also:
Have experience at a high-growth technology company or startup
Possess expertise with modern financial planning tools (e.g., Anaplan, Pigment)
Have experience with data visualization and BI tools (e.g., Looker, Tableau, Mode)
Have worked in SaaS or consumption-based business models
Hold an MBA, CPA, or other relevant advanced degree or certification
The expected base compensation for this position is below. Our total compensation package for full-time employees includes equity, benefits, and may include incentive compensation.
Annual Salary:
$235,000 - $310,000 USD
Logistics
Education requirements: We require at least a Bachelor's degree in a related field or equivalent experience.
Location-based hybrid policy: Currently, we expect all staff to be in one of our offices at least 25% of the time. However, some roles may require more time in our offices.
Visa sponsorship: We do sponsor visas! However, we aren't able to successfully sponsor visas for every role and every candidate. But if we make you an offer, we will make every reasonable effort to get you a visa, and we retain an immigration lawyer to help with this.
We encourage you to apply even if you do not believe you meet every single qualification. Not all strong candidates will meet every single qualification as listed. Research shows that people who identify as being from underrepresented groups are more prone to experiencing imposter syndrome and doubting the strength of their candidacy, so we urge you not to exclude yourself prematurely and to submit an application if you're interested in this work. We think AI systems like the ones we're building have enormous social and ethical implications. We think this makes representation even more important, and we strive to include a range of diverse perspectives on our team.
How we're different
We believe that the highest-impact AI research will be big science. At Anthropic we work as a single cohesive team on just a few large-scale research efforts. And we value impact - advancing our long-term goals of steerable, trustworthy AI - rather than work on smaller and more specific puzzles. We view AI research as an empirical science, which has as much in common with physics and biology as with traditional efforts in computer science. We're an extremely collaborative group, and we host frequent research discussions to ensure that we are pursuing the highest-impact work at any given time. As such, we greatly value communication skills.
The easiest way to understand our research directions is to read our recent research. This research continues many of the directions our team worked on prior to Anthropic, including: GPT-3, Circuit-Based Interpretability, Multimodal Neurons, Scaling Laws, AI & Compute, Concrete Problems in AI Safety, and Learning from Human Preferences.
Come work with us!
Anthropic is a public benefit corporation headquartered in San Francisco. We offer competitive compensation and benefits, optional equity donation matching, generous vacation and parental leave, flexible working hours, and a lovely office space in which to collaborate with colleagues. Guidance on Candidates' AI Usage: Learn about our policy for using AI in our application process
Auto-ApplyFinance Intern (Accounts Payable)
Finance associate job in San Francisco, CA
Fenwick is thrilled to announce a unique opportunity for an enthusiastic and driven individual to join our firm. Our internship program offers unparalleled learning experiences, and we have an immediate opening in our Finance department. The estimated duration would potentially go through summer of 2026.
This role is non-exempt, and can be based in any of our CA offices. It requires at least one in-office day per week, with the possibility of additional required on-site days depending on business and client needs. We are open to a flexible part-time schedule as agreed upon based on availability in accordance with business requirements/needs.
Job Description:
Support the AP team by responding to vendor invoice and payment status inquiries in the AP Dashboard
Help assign, review and process invoices in Emburse
Assist in the collection of W9s and submission of EDD forms
Assist the Supervisor and Sr. Manager with small projects
Qualifications:
Currently enrolled in a college degree program
Strong attention to detail, analytical and problem-solving skills
Excellent communication and interpersonal abilities
Proactive, eager to learn, and adaptable to new environments
Ability to work both independently and as part of a team
The anticipated pay rate for our internship is $21 - $25 per hour.
Benefits and Compensation Details:
At Fenwick, we believe that our partners and employees are our most important asset. Helping you and your families achieve and maintain good health - physical, emotional, and financial - is the reason we offer a comprehensive benefit program. We provide benefits to eligible employees under plans such as Healthcare, Life Insurance, Health Savings Accounts, Flexible Spending Accounts, and Wellbeing.
The anticipated range for this position is:
$1 - $1,500,000
Depending on the role, the actual base salary offered may depend upon a variety of factors, including without limitation, the qualifications of the individual applicant for the position, years of relevant experience, level of education attained, certifications or other professional licenses held, and if applicable, the location in which the applicant lives and/or from which they will be performing the job.
A discretionary bonus for eligible employees may also be available based on performance. Additional information about employee eligibility for benefits and discretionary bonus will be made available upon request.
Auto-ApplyCorporate Finance Analyst
Finance associate job in Palo Alto, CA
xAI's mission is to create AI systems that can accurately understand the universe and aid humanity in its pursuit of knowledge. Our team is small, highly motivated, and focused on engineering excellence. This organization is for individuals who appreciate challenging themselves and thrive on curiosity. We operate with a flat organizational structure. All employees are expected to be hands-on and to contribute directly to the company's mission. Leadership is given to those who show initiative and consistently deliver excellence. Work ethic and strong prioritization skills are important. All engineers are expected to have strong communication skills. They should be able to concisely and accurately share knowledge with their teammates.
About the Role
We are seeking a dynamic and driven Corporate Finance Analyst to join our high-performance finance team in the Bay Area. In this role, you will play a pivotal role in shaping xAI's financial strategy by building sophisticated operational models to support our rapid growth as a trailblazing AI company. You'll collaborate with cross-functional teams to drive financial discipline and deliver actionable insights that fuel our mission. The ideal candidate is a relentless, high-octane performer with exceptional analytical skills, a passion for tackling complex challenges, and the ability to thrive in a fast-paced, high-stakes environment.
Responsibilities
Lead financial analysis and forecasting to support xAI's global scaling efforts, ensuring precision and accuracy in all financial models.
Design and maintain advanced operational models to monitor performance and drive strategic monetization initiatives.
Partner with Engineering, Data Center, and Operations teams to ensure financial discipline and support complex, high-impact cross-functional projects.
Tackle critical financial projects, including optimizing working capital, refining cost structures, and navigating strategic pivots under tight deadlines.
Deliver clear, data-driven, and actionable recommendations to leadership, translating complex financial insights into compelling narratives that drive immediate impact.
Act as a versatile team player, stepping in to address unfamiliar challenges with precision and adaptability.
This is an in-person role based in Palo Alto, CA, with up to 25% travel required.
Required Qualifications
2-4 years of experience as an Investment Banking Analyst or Associate, with proven expertise in complex financial modeling.
Exceptional analytical skills with a track record of delivering high-quality results in high-pressure environments.
Elite communication abilities, capable of distilling intricate financial data into clear, compelling narratives for diverse stakeholders.
Self-motivated, proactive, and able to work both independently and collaboratively within a team.
Comfortable thriving in a fast-paced, high-stakes, and hardcore environment that demands grit and resilience.
Preferred Qualifications
Strong sense of ownership, curiosity, and enthusiasm for tackling complex financial challenges with sound judgment.
Passion for problem-solving and a proactive drive to deliver impactful results.
High energy and resilience to excel in a dynamic, mission-driven organization.
A sense of adventure and humor to navigate challenges with a positive mindset.
Annual Salary Range
$200,000 - $250,000 USD
Benefits
Base salary is just one part of our total rewards package at xAI, which also includes equity, comprehensive medical, vision, and dental coverage, access to a 401(k) retirement plan, short & long-term disability insurance, life insurance, and various other discounts and perks.
xAI is an equal opportunity employer.
California Consumer Privacy Act (CCPA) Notice
Auto-ApplyFirst in Finance WM Internship Program, 2026 - San Francisco CA
Finance associate job in San Francisco, CA
What is the opportunity?
The 2026 program is based in San Francisco, CA and runs from June 01,2026 - August 14, 2026.
RBC is one of the world's leading diversified financial services companies, distinguished by a long heritage of financial strength, integrity and unwavering dedication to our clients.
RBC Wealth Management's business is financial advising. Our financial advisors and their teams serve our clients and grow our business across the country in our different branch offices. We have a variety of different corporate functions in our Minneapolis, MN office that support this business.
Our program provides students the opportunity to gain in-depth, hands-on experience while working and learning alongside our experienced financial services professionals. Our program includes learning sessions, social outings, volunteer work, career development, networking opportunities, exposure to executive leadership and more.
What will you do?
Interns will be assigned various projects that may include:
Apply statistical management techniques in analyzing data
Research and respond to inquiries from internal/external customers, partners and advisors
Assemble reports and data to compile presentations for internal and/or external purposes
Develop business acumen
Other general administrative support duties as assigned
What do you need to succeed?
Junior or Senior (Graduation dates between Dec 2026 - May 2027) with a degree in Finance, Economics, Accounting, Business, or a related discipline
Ability to manage multiple competing priorities, take initiative and thrive in a fast-paced and challenging environment
Strong analytical and interpersonal skills with ability to review, analyze, and manipulate data
Ability to think and work independently within a professional setting
Strong interest in financial services industry
Leadership experience
Ability to work 40 hours per week for the duration of the internship
What's in it for you?
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
Valuable training, learning sessions, social outings, volunteer work, career development, networking opportunities, exposure to executive leadership, dedicated mentor and more
The chance to work for dynamic, collaborative, progressive, and high-performing teams
Positive work culture emphasizing diversity and inclusion, volunteerism and community involvement
Direct work exposure to multiple areas of RBC Wealth Management
The expected salary range for this position is $ 41714 (Annual) / $20 (per hour), depending on your experience, skills, and registration status, market conditions and business needs.
RBC's compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:
Drives RBC's high-performance culture
Enables collective achievement of our strategic goals
Generates sustainable shareholder returns and above market shareholder value
Job Skills
Communication, Computer Literacy, Detail-Oriented, Interpersonal Relationships, Listening Effectively, Personal Development, Personal Initiative
Additional Job Details
Address:
345 CALIFORNIA STREET:SAN FRANCISCO
City:
San Francisco
Country:
United States of America
Work hours/week:
40
Employment Type:
Full time
Platform:
Job Type:
Student/Coop (Fixed Term)
Pay Type:
Salaried
Posted Date:
2025-10-20
Application Deadline:
2025-11-23
Note:
Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Inclusion and Equal Opportunity Employment
At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.
Join our Talent Community
Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.
Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.
Auto-ApplyFinancial Services Specialist II
Finance associate job in Oakland, CA
Introduction This is a reinstatement, transfer or voluntary demotion opportunity for current and former regularly appointed employees of Alameda County. Reinstatement: Pursuant to Civil Service Rule 1744: On the request of a department head and approval of the Commission, a regularly appointed employee who resigned in good standing may, within three years after the effective date of his/her resignation, be reinstated in a position in the class from which he/she resigned or in a position in another class for which he/she may be eligible as determined by the Commission. Appointments by reinstatement following resignation are subject to the probationary period established for the class. You must have been a classified County employee in the same job code or in a job code at the same salary maximum and left the County in good standing. In addition, you must meet the minimum and special qualifications of the specific position. Transfer: You must be a current County classified employee in the same job code or in a job code with the same salary maximum for which you are applying. In addition, you must meet the minimum and special qualifications of the specific position. Voluntary Demotion: You must be a current County classified employee in a job code which is at a higher salary maximum than the vacancy for which you are applying. In addition, you must meet the minimum and special qualifications of the specific position.
DESCRIPTION
THE AGENCY Alameda County's Health Services Program is administered by the Alameda County Health and includes the following program areas: Behavioral Health Care, Public Health, Environmental Health, and Agency Administration/Indigent Health. The ultimate mission of the Health Care Services Agency is to provide fully integrated health care services through a comprehensive network of public and private partnerships that ensure optimal health and well-being and respect the diversity of all residents. Alameda County Health currently has multiple career opportunities for experienced professionals to become part of a service delivery team dedicated to the optimal health and well being of Alameda County residents. THE POSITION Under direction, to provide professional-level financial services in areas of budget development and processing, contract negotiation and administration, financial planning and monitoring, financial accounting and reporting, and grants management to County departments and agencies; to conduct a variety of studies and inquiries and perform financial analytic and administrative work; and to do related work as required. DISTINGUISHING FEATURES Financial Services Specialist I/II is a flexibly-staffed class series with the work normally performed at the II level, but with initial selection possible at the I or entry level. Incumbents hired at the I level will be expected to gain experience and demonstrate proficiency which qualifies them to promote to the II level after the equivalent of two years full time service. If proficient, incumbents will be eligible to be flexibly promoted to the II level after the equivalent of one year. Appointment at the I level will not be extended beyond two years. Positions in this class series are normally found in County departments with multiple budgets and funding sources and/or with extensive contracting with service providers or community-based organizations. In addition to the provision of financial services, responsibilities also include performing general administrative services work, planning and conducting analytical studies and overseeing support functions and staff. Although the work is diverse, all positions are typically characterized by all of the following elements: 1. Independent decision-making. 2. Capacity to present clear oral and written reports to senior managers. 3. Knowledge of governmental financial processes and systems. 4. Ability to conduct financial analysis and formulate financial recommendations; and 5. Limited availability or nature of supervision. This series is distinguished from the Administrative Specialist class series, which has primary responsibility for the provision of more general administrative services in such areas as personnel, purchasing, contracting, budgeting and departmental communications. It is further distinguished from Senior Financial Services Specialist, which is a skilled, technical specialist class with a primary role in financial strategic planning and policy development.
MINIMUM QUALIFICATIONS
Either I The equivalent of one year full-time experience in the class of Financial Services Specialist I in the Alameda County classified service. Or II Education: Equivalent to graduation from an accredited four-year college or university (180 quarter units or 120 semester units) with major coursework in business or public administration, accounting, economics, financial planning or a field related to the work. (Additional professional financial planning and support experience equivalent to the County's classification of Financial Services Specialist I may be substituted for the education on a year-for-year basis.) And Experience: Equivalent to one year of full-time professional-level experience in areas of budget development and processing, contract negotiation and administration, financial planning and monitoring, financial accounting and reporting, grant management or similar financial services equivalent to that performed by the Alameda County classified service of Financial Services Specialist I. Licenses: Specified positions may require possession of a valid California driver's license. NOTE: The Civil Service Commission may modify the above Minimum Qualifications in the announcement of an examination.
KNOWLEDGE AND SKILLS
NOTE: The level and scope of the following knowledge and abilities are related to duties listed under the 'Examples of Duties' section of this specification. Knowledge of: • Principles and practices of governmental budget development and administration. • Principles and practices of contract and grant administration. • Financial record-keeping and auditing practices. • Practices and techniques of administrative analysis and report preparation. • Applicable federal, state and local policies and regulations. • Computer applications related to the work, such as word processing, data bases and spreadsheets. Proficient in Microsoft Word, Excel, Access and Outlook. • Office administrative practices and procedures, including records management and the operation of standard office equipment. Ability to: • Develop and administer multiple budgets. • Monitor fiscal transactions and audit fiscal records and documentation. • Plan and conduct administrative and operational studies. • Interpret, explain and apply financial regulations, policies and procedures. • Direct the work of others on a project or day-to-day basis. • Prepare clear and accurate reports, correspondence, procedures and other written materials. • Represent the department and the County in meetings with others. • Organize and prioritize work and meet critical deadlines. • Maintain accurate financial records and audit data. • Exercise sound independent judgment within established policies and guidelines. • Establish and maintain effective working relationships with those contacted in the course of work. • Clearly and effectively communicate, both verbally and in writing; write contract documents, electronic mail, and Board letters to the Board of Supervisors at a professional skill level. • Communicate fluently using the English language to present and request information to/from internal and external customers effectively by phone or in person.
BENEFITS
Alameda County offers a comprehensive and competitive benefits package that affords wide-ranging health care options to meet the different needs of a diverse workforce and their families. We also sponsor many different employee discount, fitness and health screening programs focused on overall well being. These benefits include but are not limited to*: For your Health & Well-Being Medical - HMO & PPO Plans Dental - HMO & PPO Plans Vision or Vision Reimbursement Share the Savings Basic Life Insurance Supplemental Life Insurance (with optional dependent coverage for eligible employees) Accidental Death and Dismemberment Insurance County Allowance Credit Flexible Spending Accounts - Health FSA, Dependent Care and Adoption Assistance Short-Term Disability Insurance Long-Term Disability Insurance Voluntary Benefits - Accident Insurance, Critical Illness, Hospital Indemnity and Legal Services Employee Assistance Program For your Financial Future Retirement Plan - (Defined Benefit Pension Plan) Deferred Compensation Plan (457 Plan or Roth Plan) For your Work/Life Balance 12 paid holidays Floating Holidays Vacation and sick leave accrual Vacation purchase program Management Paid Leave Catastrophic Sick Leave Pet Insurance Commuter Benefits Program Guaranteed Ride Home Employee Wellness Program (e.g. At Work Fitness, Incentive Based Programs, Gym Membership Discounts) Employee Discount Program (e.g. theme parks, cell phone, etc.) Child Care Resources 1st United Services Credit Union *Eligibility is determined by Alameda County and offerings may vary by collective bargaining agreement. This provides a brief summary of the benefits offered and can be subject to change. Non-exempt management employees are entitled to up to three days of management paid leave. Exempt management employees are entitled to up to seven days of management paid leave.
Conclusion
TO APPLY: Please submit a PDF of your updated Alameda County application to Cindy Tern at ********************. Please be in contact if you have any questions. You are encouraged to apply immediately as this posting is open until filled and may close at anytime. Alameda County is an Equal Opportunity Employer
Easy ApplyInvestment Banking Vice President, Technology - San Francisco
Finance associate job in San Francisco, CA
We are passionate about our business and our culture, and are seeking individuals with that same drive.
We are seeking an experienced Vice President to join our Technology team in San Francisco.
Primary Responsibilities:
Oversees a wide variety of quantitative analyses, including leverage buyout models, discounted cash flow, multiple valuation analysis, merger and acquisition accretion/dilution analysis and credit analysis for client and investor presentations
Develops investment scenarios and corresponding presentation/prospectus material, coordinated marketing for public private securities offerings, valuation analysis, business plans, and financial projections
Leverages Firm's capital markets, proprietary research and analytical capabilities to provide top-notch investment, risk advisory, merger & acquisition and capital markets services
Monitors relevant transactions, capital market trends, company financial statements, industry, regulatory, and economic information, and other important assessments in the financial sector
Works directly with Executive Directors and Managing Directors in all facets of the business, including marketing, transaction evaluation and transaction processing
Required Skills & Experience:
Ability to apply fundamentals of economic and financial analysis methods for business decisions, finance, accounting, business statistics, marketing, investment, financial forecasting and marketing at a high level
Experience supervising Analyst and Associate level staff in research & analysis and ensuing transactions within the investment banking sector
Demonstrated maturity, presence, attention to detail, initiative, and problem solving skills
Ability to effectively adapt to and address changing client and firm needs
Education:
An MBA from a top-tier business school or equivalent investment banking experience
Five or more years of relevant work experience
Expected Salary: $250,000 USD
We are an Equal Opportunity Employer. Applicants are considered for employment opportunities without regard to race, age,
religion, color, sex (including pregnancy
and gender identity), parental status, national origin, marital status, veteran status, sexual orientation, political affiliation, citizenship status, genetic information (including family medical history), disability (in compliance with the Americans with Disabilities Act and any other applicable law), or any other characteristic or status protected under any applicable US, state or other law.
This policy applies to all terms and conditions of employment, including recruitment and hiring, appraisal systems, promotions, and training.
Auto-ApplyCollege Financial Representative, Internship Program
Finance associate job in Campbell, CA
College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off!
Responsibilities
Our internship program mimics our full-time Financial Representative career, allowing you to:
Learn how to prospect and network to build your business and client base
Develop and execute on a business strategy
Call on potential clients and set meetings to understand their financial goals
Prepare plans and offer useful recommendations
Gain exposure to proprietary planning software platforms
Engage in weekly coaching, training, and development meetings
Receive Risk Product State Licensing: Life, Accident, and Health
Build life skills that create future career opportunities
As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation.
#LI-Onsite
Qualifications
Are you a fit for this internship?
Full-time student; juniors and seniors preferred
Entrepreneurial ambitions and curiosity for sales
Highly involved on campus (leader, athlete, campus orgs, student government, etc)
Excellent time-management skills
Interest in financial literacy and planning tools
Business savvy and desire to increase critical thinking abilities
Compensation & Benefits
Performance-based earnings and revenue
Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions)
Productivity Bonuses
Support for insurance licensing (life, health, DI, LTC)
Support for SIE, Series 6, Series 63 registrations (eligibility required)
About Us
For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors
1
for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes.
As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.
Why join Northwestern Mutual
Fortune 500 company (2023)
Top 100 Internship Programs, Yello x WayUp (2022)
5.0+ million clients and growing
2
$257 billion retail investment client assets held or managed by Northwestern Mutual
3
Forbes' Best Employers for Diversity (2018-2021)
Unsurpassed financial strength
4
Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
1
Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn.
2
As of June 30, 2023
3
Combined client assets of NMIS and NMWMC as of June 30, 2023
4
Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings)
Salary Range USD $500.00 - USD $1,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.
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