Finance Associate Jobs in San Francisco, CA

A small proprietary high-frequency firm founded over 15 years ago are looking for a junior trader. They want someone confident, personable and with prior trading experience. This hire will be working closely with the co-founder and senior people in the business to learn about how they trade, then ultimately be allowed to run a small book once settled. They are looking for people who are keen on a “start-up” environment and want to be constantly challenged. Personality and drive are key, as they want people who will bring something new to the table. This is for someone who wants to be surrounded by a strong team, working on impactful projects and at a company with leaders who care about work/life balance. What they are looking for: From fresh strong graduates up to 2 years of experience. Experience with Python. Some trading experience and/or understanding. Degree from a highly ranked university and GPA above 3.2. Salary depends on experience.

**Must have renewable energy experience to be considered** We are looking for highly motivated individuals to support project financing activities in a dynamic and growing industry. As an Associate, you will play a crucial role in financial modeling, engaging with capital providers, managing due diligence, and coordinating presentations of proposed transactions to internal stakeholders. Additionally, you will have project management responsibilities as projects approach financial close, overseeing budgets and schedules as they near completion. This position offers exposure to various project workstreams, providing valuable insights into the successful execution of large-scale projects. You will be part of a lean, flat team where your contributions will be directly impactful, with opportunities for rapid career development and competitive compensation. Key Responsibilities: Analyze project investment opportunities, assessing financial returns and identifying key drivers of project value. Prepare and manage financial models for project financing transactions. Lead deal execution, coordinating cross-functional teams, managing project timelines, and identifying risks that could affect project economics. Create and present materials for internal and external stakeholders, including executives and financing partners. Oversee project diligence and transaction timelines, working with both internal teams and external parties. Collaborate on financing and M&A opportunities for the organization. Work with internal experts to address tax, accounting, financing, structuring, and legal considerations in project finance. Qualifications: BA/BS degree (MBA or other graduate degrees a plus). 3-6 years of relevant experience, preferably in finance or a related field, with experience in large-scale projects or investments. Strong financial modeling, analysis, and quantitative skills. Self-motivated with a high level of initiative and accountability. Ability to collaborate across teams and functions, both within and outside the organization. Excellent communication and presentation skills (both verbal and written). Detail-oriented with strong organizational skills and the ability to handle multiple projects simultaneously. Strong ethical standards and integrity. Desire to learn and advance within the organization.

Join the Team as a GTM Finance Leader - Drive Strategic Growth We're looking for a talented GTM Finance Leader to shape and execute financial strategies that maximize the impact of our marketing and sales initiatives. You'll work closely with our client's senior leadership to enhance the efficiency and profitability of our go-to-market investments, leveraging data-driven insights to guide decision-making and drive measurable results. Key Responsibilities: Forecasting & Analysis: Lead pipeline forecasts, ROI models, and strategies to optimize customer acquisition costs and payback periods. Strategic Collaboration: Partner with cross-functional teams (Marketing, Sales, Product, Engineering) to align financial goals with business priorities. Performance Insights: Prepare detailed reports and presentations for leadership, offering insights into business performance and strategies for improvement. Business Deep-Dives: Be the primary expert on all marketing-related financial deep-dives, driving strategic decisions based on data analysis. What We're Looking For: 5+ years of experience in financial management within a high-growth tech environment, particularly with GTM teams. Strong skills in financial modeling (Excel/PowerPoint); familiarity with Looker or Salesforce is a plus. Proven ability to analyze and optimize CAC, ROI, and pipeline performance. Excellent communication and collaboration skills, with experience working with senior leadership. Bachelor's Degree in Finance, Economics, Business, or related field. If you thrive in a fast-paced environment and are ready to make a measurable impact, we'd love to hear from you. Apply today to join an innovative team!

Profitable and internationally growing life sciences business is currently looking for a Finance Manager. You will play a critical role in determining the company's long-term goals. You will primarily be responsible for corporate forecasting and strategic planning and supporting related functions. The role will further provide analytical and decision support to business leadership. This position will work cross-functionally to improve communication and business processes throughout the broader organization. Responsibilities: • Partner with business leaders to understand key drivers of operating expenses to help leaders make strategic decisions • Partner with Corporate Strategy team and business leaders to assist with forecasting and strategic planning • Develop and maintain periodic financial reports and analyses • Collaborate with IT to provide real-time intelligence to the business • Help implement financial reporting processes to support business leaders that may include the use of systems and tools • Support the Accounting team during the financial close process • Provide ad hoc support to executives and business leaders across a range of strategic initiatives • Lead and manage team projects and cross functional initiatives Background: • A Bachelor's degree in Business, Finance, or related field with years' experience • Ability to communicate effectively and build strong working relationships • Excellent financial modeling skills and analytical capabilities • Strong attention to detail while maintaining sight of the big picture • Ability to handle multiple projects and deliverables in a fast-paced, high-growth environment • Advanced Excel skills; proficiency in PowerPoint, Word, etc. • Experience with Anaplan, Tableau, Workiva, and SAP ERP preferred (or similar applications) • Ability to exercise discretion and good judgment with confidential and sensitive information • Demonstrates leadership qualities and potential

We have an exciting opportunity for a Financial Analyst 3 with the top leading multimedia and creative software company in the world using cutting-edge tools and technologies, including industry-leading AI and creative software, empower millions of users to achieve their creative and business goals. Responsibilities: Manages multi-million dollar AR portfolio ensuring specific performance objectives related to delinquency, bad debt write-offs, and DSO are consistently met for their region. Independently determines which customer to contact, how frequently, and which techniques to apply in order to meet their department objectives. Successful management of their region includes knowing when to recommend service suspension. Required to interpret contracts and lead efforts required to resolve a customer dispute. Skills and Experience: Bachelor's Degree. 4+ years of experience, excel modeling, business partnering, ppt presentations, financial systems experience (IBM/Anaplan/Tableau/ect). BI Dashboard creation/management. B2C SaaS experience a plus. Compensation: Up to $65.00 per hour. 35643730

Title: SAP FI/CO Functional Resource Duration: Longterm Job Summary: Provide expert functional SAP knowledge and configuration expertise within the Finance (FI) and Controlling (CO) modules to support business operations and process improvements. Responsibilities: Configure SAP FI/CO modules according to business requirements, including General Ledger, Accounts Receivable, Accounts Payable, Asset Accounting, Cost Center Accounting, Profit Center Accounting, etc. Design and implement end-to-end financial processes within SAP. Develop functional specifications and collaborate with technical teams for SAP customizations. Create and maintain financial reporting and analysis solutions within SAP. Provide training and support to end-users on SAP FI/CO functionality. Qualifications: Bachelor's degree in Accounting, Finance, Business Administration, or a related field. Minimum 3+ years of experience configuring and supporting SAPFI/CO modules. In-depth understanding of financial processes, reporting, and accounting principles. Excellent communication skills to work effectively with business stakeholders.

We are seeking an experienced and dynamic Finance Manager with a strong background in the software or technology industry. The ideal candidate will have over 10 years of progressive finance and accounting experience, with proven expertise in driving financial strategy, managing budgets, and ensuring compliance with industry standards. This role requires a strategic thinker who can collaborate cross-functionally and provide actionable insights to support organizational growth and profitability. Key Responsibilities: Financial Planning & Analysis: Lead the development of annual budgets, forecasts, and long-term financial plans. Provide detailed variance analysis and recommendations to improve financial performance. Monitor key financial metrics and KPIs, identifying trends and risks. Revenue & Cost Management: Oversee software revenue recognition in compliance with ASC 606. Collaborate with sales and product teams to analyze pricing models and contracts. Manage and optimize cost structures, including R&D, cloud hosting, and operational expenses. Accounting & Reporting: Ensure accurate and timely monthly, quarterly, and annual financial closes. Prepare consolidated financial statements and management reports. Maintain compliance with GAAP, SOX, and other regulatory requirements. Systems & Processes: Drive automation and efficiency in financial processes, leveraging ERP systems (e.g., SAP, Oracle, or NetSuite). Ensure seamless integration of financial systems with other business platforms. Support software-specific metrics like ARR, MRR, churn, and customer LTV. Team Leadership: Manage and mentor a team of finance professionals, fostering a culture of excellence. Provide guidance on career development and upskilling to keep the team aligned with industry best practices. Strategic Initiatives: Partner with senior leadership to develop and execute strategic initiatives, including M&A and investment evaluations. Support fundraising activities, including preparing financial models and investor presentations. Conduct market research and competitive analysis to inform decision-making.

Maxonic maintains a close and long-term relationship with our direct client. In support of their needs, we are looking for: Job Title: Sr. Systems Analyst (SAP FICO) Duration: 12 months We are seeking an experienced Senior Systems Analyst with expertise in SAP S/4 HANA FICO and proven European rollout experience. This role involves leading the design, build, and implementation of SAP FICO solutions as part of our business expansion into additional European countries. Key Responsibilities: Lead end-to-end initiatives in the Finance domain, ensuring scalable, robust designs and high-quality deliverables. Collaborate with business stakeholders to define, prioritize, and design solutions aligned with business goals and value expectations. Effectively communicate design decisions, including impacts and trade-offs, to stakeholders. Ensure technical solutions adequately address business requirements. Perform data reconciliation and migration (in Excel) from legacy systems to SAP. Collaborate with the Project Manager for project planning and provide status updates. Support business stakeholders with the evaluation and assessment of solution alternatives. Required Skills and Experience: Proven track record of designing scalable architectures that enhance Finance team productivity and efficiency. Hands-on experience with fixed assets, AR, and AP open item conversions. 8+ years of experience in designing, implementing, and supporting Finance-related business applications. Expertise in SAP FICO modules, including: General Ledger (GL) Accounts Payable (AP) Accounts Receivable (AR) Revenue Recognition Fixed Assets Cost Center Accounting Internal Order Accounting Project Systems Preferred Qualifications: Previous experience in European rollout projects. Strong communication and stakeholder management skills. Familiarity with SAP S/4 HANA Finance implementations. About Maxonic: Since 2002 Maxonic has been at the forefront of connecting candidate strengths to client challenges. Our award winning, dedicated team of recruiting professionals are specialized by technology, are great listeners, and will seek to find a position that meets the long-term career needs of our candidates. We take pride in the over 10,000 candidates that we have placed, and the repeat business that we earn from our satisfied clients. Interested in Applying? We can't wait to see your resume! Please apply below with your most current resume and anything else you'd like us to know about you - commute preferences, desired work environments, etc. You should also feel free to email (******************) or call **************.

Are you looking for more? Find it here. At Wells Fargo, we believe that a meaningful career is much more than just a job. It's about finding all of the elements that help you thrive, in one place. #LivingTheWellLife means you're supported in life, not just work. It means having a competitive salary, a robust benefits package, and programs to support your work-life balance and well-being. It means being rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it! Wells Fargo ranked in the top three on the 2024 LinkedIn Top Companies List of best workplaces "to grow your career" in the U.S. About this role: Wells Fargo is seeking a Relationship Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com. Upon required licensing and SAFE registration, the Relationship Banker LP (SAFE) employee will transition to the Relationship Banker (SAFE) role. The following job profile is intended to provide a general sense of what Relationship Bankers do; however, the day-to-day duties and responsibilities will differ from branch to branch and even banker to banker depending on several variables, including (but not limited to) years of experience, complement of customers serviced, banking services and options of various customers, and customer needs. In this role you will: Employees who are not fully licensed at the time of hire will participate in the Branch Banking Licensed Banker licensing program as a Relationship Banker LP (SAFE). This is a temporary position until employee has successfully completed licensing requirements. Upon successful completion, employees will transition to the Relationship Banker (SAFE) role and perform the following duties: Participate in building relationships with customers and spend time understanding required needs Identify opportunities for offering a full range of Wells Fargo retail banking deposit and credit products and services, based on customers' needs Analyze tactical business challenges related to full-service banking experience to emerging affluent and high-value customers Present recommendations for resolving inquiries and service requests regarding customers' accounts Open and service accounts within authorized limits, create plans for follow-up and scheduled contacts with customers Provide information to internal partners and external sources to further enhance the customer experience Identify opportunities to leverage partners and connect customer with the appropriate partner or relationship manager to meet their needs Partner with financial advisors to understand appropriate introductions to address the needs of customers with investment or retirement needs Provide self-service digital banking options to customers This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the SAFE Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: 2+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education 1+ year of assessing and meeting the needs of customers or helping with issue resolution, demonstrated through work or military experience 1+ year of building and maintaining effective relationships with customers and partners Desired Qualifications: Successfully completed Financial Industry Regulatory Authority (FINRA) Series 6 and Series 63 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration State Insurance license(s) Customer service focus with experience handling transactions across multiple systems Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues Strong verbal, written, and interpersonal communication skills Knowledge and understanding of book of business processes to actively manage a group of Wells Fargo customers to meet their needs and grow the business Ability to be proactive, innovative, and creative in meeting customer and enterprise needs Ability to make client calls and actively participate in the sales development process Knowledge and understanding of retail compliance controls, risk management, and loss prevention Ability to follow policies, procedures, and regulations High motivation with ability to successfully meet team objectives while maintaining individual performance Experience mentoring and peer- coaching Experience assessing customer needs and recommending products/services to fulfill those needs Experience using business acumen to provide financial services consultation to small business customers Knowledge and understanding of financial services consumer lending products Ability to educate and connect customer to technology and share the value of mobile banking options Ability to interact with integrity and professionalism with customers and employees Job Expectations: Ability to work a schedule that may include most Saturdays Adherence to Wells Fargo sales practices risk management culture Current registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents) is required for this role or must be completed within a specified period. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite will be required For the following states where hired, FINRA Series 65 (or equivalent) examination will also be required to be attempted within a specified period of time: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY. The State of WY permits referral-only licensed bankers to receive the IAR registration without completing the Series 65/66 exam requirement. This list of states is subject to change and Series 65 (or equivalent) licensing requirement would be based on current state requirements during employment State Insurance license(s) are required for this role and must be completed within a specified period Licensing requirements and expected completion timeline (determined by the number of licenses needed) will be communicated to the candidate upon offer acceptance Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA review process at the time of offer acceptance This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) web site (************************************************* provides the MU4R questions and registration required for employment in this position Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness, and criminal background standards A current credit report will be used to assess your financial responsibility and credit fitness; however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary This position is not eligible for Visa sponsorship Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $24.38 - $36.59 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. Health benefits 401(k) Plan Paid time off Disability benefits Life insurance, critical illness insurance, and accident insurance Parental leave Critical caregiving leave Discounts and savings Commuter benefits Tuition reimbursement Scholarships for dependent children Adoption reimbursement Posting End Date: 13 Sep 2024 * Job posting may come down early due to volume of applicants. We Value Diversity At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo . Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Our Mission At Palo Alto Networks everything starts and ends with our mission: Being the cybersecurity partner of choice, protecting our digital way of life. Our vision is a world where each day is safer and more secure than the one before. We are a company built on the foundation of challenging and disrupting the way things are done, and we're looking for innovators who are as committed to shaping the future of cybersecurity as we are. Who We Are We take our mission of protecting the digital way of life seriously. We are relentless in protecting our customers and we believe that the unique ideas of every member of our team contributes to our collective success. Our values were crowdsourced by employees and are brought to life through each of us everyday - from disruptive innovation and collaboration, to execution. From showing up for each other with integrity to creating an environment where we all feel included. As a member of our team, you will be shaping the future of cybersecurity. We work fast, value ongoing learning, and we respect each employee as a unique individual. Knowing we all have different needs, our development and personal wellbeing programs are designed to give you choice in how you are supported. This includes our FLEXBenefits wellbeing spending account with over 1,000 eligible items selected by employees, our mental and financial health resources, and our personalized learning opportunities - just to name a few! At Palo Alto Networks, we believe in the power of collaboration and value in-person interactions. This is why our employees generally work full time from our office with flexibility offered where needed. This setup fosters casual conversations, problem-solving, and trusted relationships. Our goal is to create an environment where we all win with precision. Job Description Your Career We are looking for a Finance Manager, Cloud Finance to lead the end-to-end monthly cloud finance close process and ensure timely and accurate financial reporting. In this critical role, you will manage the preparation and consolidation of monthly cloud hosting spend forecasts, aligning them with the company's financial goals. By conducting budget variance analysis and compliance reporting, you will provide senior leadership, including the CFO and CPO, with valuable insights into cloud expenditure trends. As a strategic cloud finance partner, you will collaborate cross-functionally to drive informed business decisions that optimize cloud spend and product margins which is critical to Palo Alto Networks financial health. If you are passionate about leveraging your strong financial acumen and analytical mindset to make a tangible impact, we encourage you to apply. Your Impact Lead the end-to-end monthly cloud finance close process, ensuring timely and accurate financial reporting Manage the preparation and consolidation of monthly cloud hosting spend forecasts, ensuring alignment with company financial goals Conduct budget variance analysis and compliance reporting to ensure financial alignment with business objectives Provide regular cloud cost reporting to senior leadership, including the CFO and CPO, offering insights into cloud expenditure trends Oversee purchase order administration, collaborating with Accounts Payable and Cloud Service Providers to resolve billing discrepancies Drive continuous process improvements to enhance team efficiency, forecasting accuracy, and reporting quality Support ad-hoc projects and strategic initiatives (e.g. unit economics, cost optimizations, long-term cloud spend forecasting, cloud service provider (CSP) negotiation modeling) Serve as a strategic cloud finance partner to cross-functional teams, offering insights on budgeting, optimization, and analytics to drive informed business decisions Qualifications Your Experience 5+ years of overall Finance experience ideally in SaaS industry and in Corporate Finance, FP&A, Strategic Finance or Business Partnership Strong proficiency in Excel for financial modeling, variance analysis, and data-driven decision-making Ability to generate meaningful financial insights from large datasets and present findings to senior leadership Strong analytical mindset with the ability to ensure accuracy and thoroughness in financial analysis and reporting Demonstrated strength in problem solving - ability to break down problems into easy to follow and logical steps and show end-to-end ownership Experience with finance business partnering - Demonstrated ability to collaborate and work cross-functionally in a matrixed organization Strong verbal and written communication skills, with the ability to engage and influence senior leadership and cross-functional teams Preferred, but not required experience Tableau, SAC, SQL Education Bachelor's in Finance, Accounting, Economics, or equivalent (e.g., CFA, MBA) or equivalent military experience FinOps / Cloud Certification a plus, but not required Additional Information The Team Cloud infrastructure is a critical strategic component to our cloud delivered security offerings. The Cloud Finance team manages cloud spend across the whole PANW portfolio and across Cloud Service Providers (CSPs). We directly manage relationships with our CSPs and drive procurement optimizations via rate negotiations and committed/reserved usage discounts. Working alongside a tight-knit cross-functional group with CloudOps and IT, we build tooling and dashboards to provide teams with visibility into usage optimization opportunities and cloud unit economics, enabling teams to make the best strategic business decisions and providing Executive Staff with insightful, proactive recommendations to drive both topline and bottom-line growth across various portfolios within the Company. Compensation Disclosure The compensation offered for this position will depend on qualifications, experience, and work location. For candidates who receive an offer at the posted level, the starting base salary (for non-sales roles) or base salary + commission target (for sales/commissioned roles) is expected to be between $116000 - $188000/YR. The offered compensation may also include restricted stock units and a bonus. A description of our employee benefits may be found here. Our Commitment We're problem solvers that take risks and challenge cybersecurity's status quo. It's simple: we can't accomplish our mission without diverse teams innovating, together. We are committed to providing reasonable accommodations for all qualified individuals with a disability. If you require assistance or accommodation due to a disability or special need, please contact us at accommodations@paloaltonetworks.com. Palo Alto Networks is an equal opportunity employer. We celebrate diversity in our workplace, and all qualified applicants will receive consideration for employment without regard to age, ancestry, color, family or medical care leave, gender identity or expression, genetic information, marital status, medical condition, national origin, physical or mental disability, political affiliation, protected veteran status, race, religion, sex (including pregnancy), sexual orientation, or other legally protected characteristics. All your information will be kept confidential according to EEO guidelines.

Job Responsibilities: Execute financial directives from the group's headquarters, ensuring timeliness, quality, and granularity of deliverables to meet HQ requirements. 执行集团总部财务的工作指令,确保相关工作输出的时效,质量与颗粒度,满足总部财务要求。 Establish and improve financial accounting standards and processes compliant with U.S. local tax and financial regulations. Fully oversee financial management tasks of the U.S. subsidiary, including but not limited to financial reporting, budget management, business analysis, special reports, and financial and tax audits. 建立,健全适配美国当地财税法规的公司财务核算规范与流程,全面负责美国子公司的各类财务管理工作,包括但不限于财务报表出具,预算管理,经营分析,专项报告,财务与税务审计等工作。 Monitor and control the cash flow of the U.S. subsidiary, proactively design and continuously optimize customer credit terms, collaborate with the business team to promptly collect overdue payments, and ensure the safety and stability of the subsidiary's cash flow. 监督并管控美国子公司的资金变动情况,提前设计并持续优化客户信用账期,协同业务及时催收逾期货款,保障美国子公司现金流的安全稳健。 Develop financial solutions tailored to the operational and developmental needs of the U.S. subsidiary, deeply involved in the full lifecycle management of resource investment projects. Provide quantifiable financial data, ensure profitability at the source, adjust during the process, and review post-project performance. Offer professional financial advice and support business decision-making for the subsidiary's daily management. 搭建适配美国子公司业务运作与发展的财务专业解决方案,深度介入各类资源投入项目的全生命周期管理,输出量化财务数据,源头算赢,过程纠偏,事后复盘,为美国子公司的日常管理输出专业意见,辅助业务经营决策。 Based on the HQ's authorization management system, establish an internal control and risk management framework for the U.S. subsidiary. Integrate deeply into various business processes, fulfill financial supervision responsibilities, promptly identify and mitigate risks, ensure compliance with financial and tax laws, and support the long-term healthy development of the subsidiary. 在贯彻总部对美国子公司的授权管理制度的基础上,搭建美国子公司的内控管理及风险控制体系,深度而全面的嵌入各类业务运作流程,履行财务监督职责,及时提示并主动化解相关风险,确保财税法领域的合规遵从,保障美国子公司业务的中长期健康发展。 Qualifications： 1, A master's degree or above with a major in accounting or finance. 硕士及以上学历,财会专业毕业； 2,At least 3 years of experience in financial accounting and management in U.S.-based companies. Proficient in IFRS and USGAAP; holding ACCA, USCPA, or equivalent certification is a plus. 具有三年以上美国本土企业财务核算与管理工作经验,通晓IFRS与USGAAP,具备ACCA,USCPA或同等资质优先； 3,Strong communication, cross-cultural understanding, and comprehensive abilities. Able to work under moderate pressure, with entrepreneurial spirit and growth potential. 具备较强的沟通协调,跨文化认知与综合素质,能够承受适当压力,具备创业精神与成长潜力。 4,Excellent proficiency in both English and Mandarin, with the ability to use both as working languages. 英语与普通话听说读写能力俱佳,能同时作为工作语言。

Ronbow is a rapidly growing cabinetry company revolutionizing the industry with advanced technology and a direct-to-consumer (D2C) model. Specializing in whole-house solutions for kitchens, bathrooms, closets, and more, all of our products are proudly made in the USA. Leveraging state-of-the-art design software integrated with our manufacturing process, we deliver fully customizable, precision-crafted cabinetry with faster lead times and a seamless customer experience. Our mission is to create "Enjoyable Spaces to Call Your Own," offering scalable customization, superior quality, and exceptional service. Job Summary: We are seeking a highly skilled and detail-oriented Accounting and Finance Specialist with 3-5 years of experience to join our dynamic team. This role is ideal for someone who is proficient in both accounting and finance, has experience in manufacturing and retail industries, and thrives in an in-person work environment at either our Livermore or San Jose location. Key Responsibilities: Accounting: Manage day-to-day accounting activities, including accounts payable/receivable, general ledger, and reconciliations. Prepare accurate financial statements, ensuring compliance with accounting standards and company policies. Oversee inventory accounting, cost analysis, and financial reporting for manufacturing and retail operations. Finance: Develop and maintain budgets, forecasts, and financial models to support business planning. Analyze financial performance and provide actionable insights to improve profitability and operational efficiency. Assist in cash flow management and financial planning to ensure the company meets its strategic goals. Compliance and Reporting: Ensure compliance with local, state, and federal regulations, as well as company policies. Prepare reports for management and external stakeholders, including month-end and year-end financial close processes. Collaboration: Work closely with cross-functional teams, including operations, sales, and product, to align financial goals with business objectives. Provide guidance and support for financial decision-making across departments. Process Improvement: Identify and implement process improvements to enhance efficiency and accuracy in accounting and financial reporting. Leverage NetSuite and other financial tools to streamline workflows and ensure data integrity. Qualifications: Experience: 3-5 years of experience in accounting and finance, preferably in manufacturing and retail industries. Skills: Proficiency in NetSuite is required. Strong analytical skills with the ability to interpret complex financial data. Advanced proficiency in Excel and other financial software. Excellent communication and interpersonal skills. Ability to work independently and manage multiple priorities in a fast-paced environment. Education: Bachelor's degree in Accounting, Finance, or a related field. Work Requirements: Must be able to work in person at our Livermore or San Jose locations. Compensation and Benefits: Competitive salary based on experience. Health, dental, and vision insurance. 401(k) plan with employer matching. Paid time off and holiday pay. Opportunities for professional development and career growth.

Responsibilities: End to end budget management for key Technology executives (including budget analysis, distilling insights into concise story lines and delivering executive presentations to influence decision making). Lead forecasting, resource planning, and financial management for Technology investments. Lead Technology headcount forecasting across in partnership with cross-functional teams including business leaders, Finance, HR and Talent Acquisition. Work cross-functionally with senior technology leaders to anticipate and proactively manage resource needs and initiatives. Drive various analyses that deliver data driven insights in a structured manner to promote business outcomes that accelerate our growth trajectory. Collaborate cross-functionally on strategic initiatives with senior business leaders and finance teams to deliver on critical business outcomes Be a thought partner to senior business leaders with a focus on driving change and providing financial leadership as we execute our Technology investment strategies. Lead teams to design, continuously improve, and implement new financial and operational processes to ensure we meet our financial commitments. Lead ongoing change in an evolving organization by articulating a clear case for change and then gaining shared vision with employees through effective, frequent and timely communication. Skills: 8+ years of FP&A experience or equivalent tenure from related positions in highly dynamic finance roles. Deep experience with deriving insights from analysis, formulating those insights into concise story lines and delivering presentations to senior executives to influence decision making. Strong understanding of investment management and resource planning (preferably in a technology company). Additional experience leading strategic or business performance initiatives and/or organizational change initiatives as a part of prior responsibilities. Self-starter with a desire to quickly learn and excel; willing and able to initiate, manage, and execute projects with minimal supervision. Trusted business partner who delivers operational excellence by understanding the needs of the business and identifying opportunities to improve financial results. Strong understanding of translating business results into an insightful and consumable story for leadership teams (e.g. dashboards, presentations, etc.). Solutions oriented, with a track record of identifying and implementing creative solutions. Ability to work independently, deal with ambiguity, operate in a cross-functional matrixed organization, and meet deadlines in a high-growth environment focused on driving business results Grace under pressure with a good sense of humour and dose of humility Advanced Excel financial modeling, analytical and problem-solving skills. Education: Bachelor's degree from a 4-year university.

The main functions of a financial analyst are to gather and analyze financial information; will typically conduct quantitative analyses of information affecting investment programs of public or private institutions. A typical financial analyst is responsible for analyzing and communicating financial information for clients. Job Responsibilities: • Direct the preparation of financial reports, such as income statements, balance sheets, and analyses of future earnings or expenses, that summarize and forecast the organization's financial position. • Prepare special reports required by regulatory authorities. • Direct the organization's budgets to meet its financial goals. • Oversee the investment of funds, manage associated risks, supervise cash management activities. • Execute capital-raising strategies to support a firm's expansion. • Oversee the firm's issuance of credit, establishing credit-rating criteria, determining credit ceilings, and monitoring the collections of past-due accounts. Skills: • Verbal and written communication skills, attention to detail, and critical thinking. • Strong ability to work independently and manage one's time. • Strong ability to analyze business trends and project future revenues and expenses. • Strong knowledge of economic and accounting principles, the financial markets, and reporting of financial data. • Strong knowledge of federal, state, and company policies, procedures and regulations as related to accounting. • Previous experience with computer applications, such as Microsoft Word, Excel and PowerPoint, and any other related financial software. Education/Experience: • Bachelor's degree in accounting or related financial discipline required. An advanced degree in a financial discipline is preferred.

Financial Advisor - "Choose a Career That Lets You Live Life Differently!" Recognized by FORTUNE as one of the "World's Most Admired" companies, Northwestern Mutual (NM) has been among the leaders in the financial services industry for nearly 170 years. NM has a proven track record of financial success. By joining our team, you'll have access to the following: Sponsorship for Life and Health licensure, SIE, Series 63, 7, and CFP. Unique opportunity to pursue leadership and specialized roles. An award-winning training program to help you get started. Personalized coaching, assistance with market development, and administrative support. Benefits: Eligibility for Launch Accelerator Program stipend, an opportunity to earn an additional $750 weekly in addition to performance base compensation. While you help your clients achieve financial security, Northwestern Mutual will also help you. Comprehensive medical coverage. Two company-funded retirement plans. Group life and disability income insurance. Sponsorship of licensing and designations. Personalized mentorship from top-performing advisors. Mentorship and professional development training throughout your entire career. A culture that promotes diversity, teamwork, work/life balance, recognition, and rewards. Full financial support for professional designations and professional business growth certifications. Performance-based compensation through commissions, bonuses, repeat business, client retention, and stipends. Responsibilities: Identify potential clients with marketing and branding resources provided by NM. Schedule appointments and meetings with potential clients. Create strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives. Make product recommendations to help your clients meet their financial goals. Provide ongoing support and service for your clients Manage and update client portfolios. Answer client questions about financial plans and provide financial advice. Qualifications Bachelor's Degree. Located in the San Jose, CA, area. This is an onsite role, must be within reasonable commuting distance. Strong interpersonal, verbal, and written communication skills. Ability to work independently. A commitment to ongoing learning, including staying current on financial changes. Must complete a background check.

Are you an analytical professional with a passion for working with Ultra-High Net Worth (UHNW) clients? Our client is seeking a Financial Advisory Analyst to join their relationship management team in New York City. About the Role: This critical role supports our clients by delivering tailored financial solutions, preparing detailed analyses, and driving exceptional client service. You'll be part of a dynamic environment where investment management meets strategic innovation, supported by a high-performing team and collaborative culture. Key Responsibilities: Prepare comprehensive client balance sheets and asset allocation analyses. Monitor investment performance and produce accurate quarterly portfolio reports. Dive deep into portfolio construction, asset classes, macroeconomic trends, and investment products. Conduct ad hoc analyses for financial and estate planning needs. Assist in equity and options trading, with growing responsibility for execution. Coordinate client tax data and documentation. Gain exposure to private investments, client interactions, and family office operations. Who You Are: 2+ years of relevant financial services or private wealth experience, with exposure to UHNW clients. Passionate about investment management and delivering exceptional client service. Strong academic credentials (bachelor's degree required) with demonstrated cognitive ability. Analytical, detail-oriented, and proactive. What We Offer: Competitive base salary ($115K-$125K) plus a guaranteed minimum bonus (25%). Comprehensive benefits, including medical, dental, vision, and wellness programs. Matching 401(k), tuition reimbursement, and professional development support. Generous referral bonuses and a smart-casual dress code. Hybrid work environment with on-site presence in our NYC office.

Company Background Founded in 1993, DivcoWest is a multi-disciplinary real estate investment firm headquartered in San Francisco, with offices in Los Angeles, Menlo Park, Boston, Washington DC, Austin, and New York City. Known for our long-standing relationships and track record of success in innovation markets, DivcoWest combines entrepreneurial spirit with an institutional approach. DivcoWest aims to create environments that inspire ingenuity, promote growth, and enhance the health, happiness, and well-being of all people. A disciplined code of ethics is at the core of all that we do. We believe that the collective energy of a diverse team is what drives our creative ideas and solutions. Summary As an Analyst or Junior Associate, Analytics & Debt, you will directly support the Director of Analytics on a wide range of tasks ranging from investment valuations, portfolio analytics, investor reporting, investment operations, debt and ad hoc projects, providing you with the exposure to various real estate asset types and markets in the US. You will also be working closely with different departments and contribute to multiple cross-functional processes. Strong financial analysis/modeling skills and superior attention to detail are essential to this role, as well as the ability to manage time efficiently and prioritize among competing deadlines. Additionally, your strong work ethics and an eagerness to learn will support your continued growth in this role and advancement within the team. This role requires 5 days in office at our San Francisco, CA location. Interested candidates should send their resumes to **********************. Responsibilities Data & Analytics: Gather, consolidate, and evaluate data from investment and accounting teams to perform portfolio/fund-level analytics with high accuracy and timeliness. Support portfolio analytics, valuations, budgeting, investment operations, and related projects. Assist with investor-related or fundraising initiatives in collaboration with the Capital Strategy & Formation team. Ensure the integrity and completeness of asset-level track record details, supporting internal/external reporting and investor requests. Financial & Investment Operations: Facilitate the quarterly reporting process by collaborating with internal teams to ensure interim and final deadlines are met. Support preparations for business plan meetings, the annual property budgeting process, and other related tasks. Lender Coordination & Debt Management: Assist with lender coordination efforts, including setting agendas for calls, updating contact lists in real-time, tracking lender conversations, and maintaining a master sheet for all deals and related lender details. Maintain a weekly debt summary which provides key debt updates to the executive team. Support the preparation and management of documents related to loan extensions, modifications, and new financings. Cross-Functional Support: Act as a key contributor to cross-departmental projects by collaborating with teams from Asset Management, Legal, and Accounting. Participate in bi-weekly debt meetings, DRAC (Debt Review and Approval Committee), and other key meetings, providing note-taking support and tracking action items. Assist with the DRAC process by tracking memos, following up on requests, and facilitating the flow of information across teams. New Financings & Strategic Initiatives: Support new financing efforts by assisting with the marketing of new deals, tracking lender bids, and ensuring that all new financing processes are well-organized and documented. Ad Hoc Projects: Take on additional responsibilities as needed, including ad hoc projects requested by the Director of Analytics or other senior leaders. Qualifications Bachelor's or master's degree in finance, Real Estate, Accounting, or Economics. At least 1-2 years of relevant experience in real estate, investment banking, or finance. Exceptional financial modeling skills. Exposure and/or knowledge of real estate accounting and financial statement analysis a plus. Superior attention to detail and an eye for accuracy. General understanding of financial analysis frameworks and economics / finance. Ability to be efficient and precise with numbers and deliverables while managing multiple priorities. Strong critical thinking skills. Ability to form logical arguments and conclusions, while being able validate such with facts and evidence. Ability to work effectively as an independent contributor and as a team player. Self-managed, high level of initiative, strong work ethic and eagerness to learn. Excellent written and verbal communication skills. Advanced proficiency in Excel, Word, and PowerPoint. Working knowledge of Argus a plus. The person in this position must be able to: Remain in a stationary position for 75% of the time working on a computer and attending virtual meetings. Occasionally move about the office to access file cabinets, office technology, and attend meetings etc. Compensation $115,000-$125,000 Annual bonus opportunity Full benefits 401k Unlimited paid time off Weekly lunch stipend Divco West Services, LLC (“Company”), an equal opportunity employer, is committed to equal opportunity for all employees and applicants. The Company recruits, hires, trains, promotes, pays, and administers all personnel actions without regard to race, color, religion, sex (including pregnancy, childbirth, and medical conditions related to pregnancy, childbirth, or breastfeeding), sex stereotyping (including assumptions about a person's appearance or behavior, gender roles, gender expression, or gender identity), gender, gender identity, gender expression, national origin, age, mental or physical disability, ancestry, medical condition, marital status, military or veteran status, citizenship status, sexual orientation, genetic information, or any other status protected by applicable law. We interpret these protected statuses broadly to include both the actual status and also any perceptions and assumptions made regarding these statuses. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. Please review our company Privacy Policy regarding the use of any personal information you provide us at: ***************************************** This policy applies to all areas of employment, including recruitment, testing, screening, hiring, selection for training, upgrading, transfer, demotion, layoff, discipline, termination, compensation, benefits, and all other privileges, terms, and conditions of employment. This policy and the law prohibit employment discrimination against any employee or applicant on the basis of any legally protected status outlined above.

The main functions of a financial analyst are to gather and analyze financial information; will typically conduct quantitative analyses of information affecting investment programs of public or private institutions. A typical financial analyst is responsible for analyzing and communicating financial information for clients. Responsibilities: Direct the preparation of financial reports, such as income statements, balance sheets, and analyses of future earnings or expenses, that summarize and forecast the organization's financial position. Prepare special reports required by regulatory authorities. Direct the organization's budgets to meet its financial goals. Oversee the investment of funds, manage associated risks, supervise cash management activities. Execute capital-raising strategies to support a firm's expansion. Oversee the firm's issuance of credit, establishing credit-rating criteria, determining credit ceilings, and monitoring the collections of past-due accounts. Skills: Verbal and written communication skills, attention to detail, and critical thinking. Strong ability to work independently and manage one's time. Strong ability to analyze business trends and project future revenues and expenses. Strong knowledge of economic and accounting principles, the financial markets, and reporting of financial data. Strong knowledge of federal, state, and company policies, procedures and regulations as related to accounting. Previous experience with computer applications, such as Microsoft Word, Excel and PowerPoint, and any other related financial software. Education/Experience: Bachelor's degree in accounting or related financial discipline required. An advanced degree in a financial discipline is preferred. Full benefits available, including paid time off, medical/dental/vision/life insurance, 401K, parental leave, and more. Our compensation reflects the cost of labor across several US geographic markets. Pay is based on several factors including market location and may vary depending on job-related knowledge, skills, and experience. THE PROMISES WE MAKE: At Crystal Equation, we empower people and advance technology initiatives by building trust. Your recruiter will prep you for the interview, obtain feedback, guide you through any necessary paperwork and provide everything you need for a successful start. We will serve to empower you along the way and provide the path for your professional journey. For more information regarding our Privacy Policy, please visit crystalequation.com/privacy.

Title: T&E (Travel & Expense) and Credit Card Policy Manager Bill Rate/Pay Rate: TBD Duration: 3-month contract Day to Day: Insight Global is searching for a T&E (Travel & Expense) and Credit Card Policy Manager to join Archer's finance team. This role is critical in ensuring that the company's travel, expense, and credit card policies are implemented effectively, adhered to consistently, and aligned with industry best practices. The contractor will also serve as the primary liaison with credit card providers to address operational and strategic needs. Key Responsibilities: T&E Policy Management: Review, update, and maintain the company's Travel & Expense policy to ensure compliance with organizational goals and regulatory requirements. Educate employees on T&E policies and provide guidance on compliance-related issues. Monitor T&E expense reports for adherence to policy and resolve escalations as needed. Analyze trends in travel and expense data to identify opportunities for cost savings. Work with employees and their managers to submit expense reports on time and review exceptions Work with Travel provider and Travel Team to guide, improve and resolve any on the ground travel related issues Credit Card Policy Oversight: Manage the company's corporate credit card policy, ensuring alignment with company financial controls and employee needs. Handle card issuance, cancellations, and account updates in collaboration with credit card providers. Conduct periodic audits of corporate credit card usage to ensure compliance with company policies. Vendor Liaison: Act as the primary point of contact for corporate credit card providers. Negotiate terms, resolve disputes, and manage vendor relationships to ensure optimal service levels and cost efficiency. Stay updated on credit card offerings, including rewards programs, fraud protection, and digital tools, to enhance program effectiveness. Reporting and Analytics: Generate and analyze T&E and credit card program reports to monitor spending patterns, compliance, and policy effectiveness. Prepare and present periodic updates to leadership on program performance and opportunities for improvement. 5. Process Improvement Identify inefficiencies in the T&E and credit card management processes and propose solutions to enhance automation, reduce costs, and improve user experience. Collaborate with cross-functional teams to implement policy and process changes. Must Haves: Bachelor's degree in Finance, Accounting, Business Administration, or a related field. 5+ years of experience in expense management, or a similar role. Strong knowledge of T&E and corporate credit card policies, with experience managing vendor relationships. Excellent analytical, organizational, and communication skills. Proficiency in using expense management software (e.g., Concur, Navan, Expensify) and credit card management platforms. Ability to work independently and handle multiple priorities in a fast-paced environment.