Finance Associate Jobs in San Jose, CA

A small proprietary high-frequency hedge fund founded over 15 years ago are looking for a junior trader. They are looking for someone confident, personable and with some prior experience with trading. 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.

XII Medical, Inc. is a clinical-stage medical technology company revolutionizing the treatment of obstructive sleep apnea. The next-generation system aims to increase patient compliance by reducing surgical invasiveness and improving the patient's sleeping habits. In our fast-paced, collaborative environment, every team member contributes directly to our mission, preparing us for critical milestones and a bright future. Position Overview: The Director/Associate Controller, with FP&A responsibilities, will play a key role in the Finance & Operations team, overseeing GAAP financial reporting, audit preparation, and financial planning. This individual will bring rigorous financial discipline to our growth-stage company, partnering closely with stakeholders to inform strategic decisions and support business goals. This role offers an excellent opportunity for someone with strong financial expertise to impact both Accounting and FP&A functions as we scale. Key Responsibilities: Financial Reporting & Compliance Prepare monthly, quarterly, and annual GAAP financial statements. Lead the preparation for and management of annual financial audits, acting as the main point of contact for external auditors. Ensure compliance with internal policies, GAAP, and regulatory requirements, proactively addressing any compliance risks. Manage tax compliance; prepare tax schedules to assist external tax accountants with federal, state, and local tax filings. Prepare 1099 Tax Forms and 3921 Forms (via Carta). Accounting Operations Own the general ledger activities, including account reconciliations, journal entries, and month-end closing processes. Implement and enhance internal controls, policies, and procedures to optimize accounting processes and safeguard company assets. Manage accounts payable (Bill.com), expense reporting (Expensify), and other financial transactions, ensuring accuracy and timeliness. Oversee purchase order management and invoice matching for accurate and timely payments. Develop and implement procedures, files, records, and follow-up systems to ensure processes are managed in a well-organized and timely manner. Financial Planning & Analysis (FP&A) Support the development of the annual budget, forecasting, and long-range financial planning. Assist in the preparation of financial reports, dashboards, and variance analyses for senior management and the Board. Additional Responsibilities Perform special assignments, as needed, to support the Finance team and the broader organization. Identify, recommend, and implement accounting software and other tools to enhance financial reporting and planning efficiency. Qualifications: Bachelor's degree in Accounting, Finance, or a related field. CPA or MBA preferred. 7+ years of accounting and FP&A experience, ideally in a startup or high-growth environment. Solid understanding of GAAP, with experience in preparing GAAP financial statements. Experience in leading audits and implementing internal controls. Strong analytical, problem-solving, and communication skills. Proficiency in accounting software (QuickBooks, Bill.com, Expensify) and advanced Excel; experience with financial modeling and analysis tools preferred. Excellent communication skills and ability to work across the various departments throughout the organization.

Our client is a national leader in the broker-dealer space, known for their investment in employees and exceptional work environment. They have received numerous awards for employee satisfaction and are recognized as one of the best broker-dealers in the industry. They are seeking a Licensed Financial Consultants to join their branches in the following locations: San Francisco Bay Area (Walnut Creek, Palo Alto, and Burlingame. In this role, you will be building a career for yourself and forging relationships with clients to help them navigate the retirement planning process by implementing solutions and strategies. No longer spending countless days and evenings cold calling and sourcing new clients, you are able to work the established clients deepening relationships and working through complex financial plans. This client invests in their employees and offers a world-class environment to work in. They have received numerous awards for employee satisfaction, being one of the best broker dealers in the space and the list goes on. Please note this role can have some hybrid options depending on the branch location. BUT all candidates in order to be considered need to live in the San Francisco Bay area. Responsibilities Lead client meetings, present plans and investment performance, debrief and assign appropriate actions to team Leads the management of client cases and quarterbacking all tasks to completion Lead prospective client meetings set by business development, gather data, deepen relationships, present firm's value offering and close new business Prepare comprehensive financial plans, reports and client presentations Implement financial plans and investment strategies Respond directly to client communications and requests Understand the emotional aspects of finances and counsel clients appropriately The Skills You Need: As a seasoned financial professional, you possess a deep understanding of financial markets and excel in simplifying complex concepts for clients. Extensive knowledge of investment products enables you to guide clients through various options with clarity and confidence. Ability to collaborate with teammates to build tailored investment strategies for clients while engaging in positive, client-centered discussions. Strong EQ Team player with the ability to collaborate with multiple business partners. Strong sense of integrity, insights, and interpersonal skills. Strong planning and dedication to delivering exceptional customer experiences, helping clients navigate the complexities of the financial landscape and achieve their long-term objectives. Required Licensing and Experience FINRA Series 7 & 66 or (series 65/63) Experience with High-Net-Worth clients and managing a book of business (book of business does not need to be transferable). A CFP is preferred if you don't already have your CFP, the clients Tuition Reimbursement program can help you with classes to obtain. Certifications: Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA MPG (Madison Professional Group) is a third-party equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by law.

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

Job Title: Oracle Fusion Financials Techno-Functional Consultant Experience: 8+ years We are seeking an experienced Oracle Fusion Financials Techno-Functional Consultant with expertise in Advanced Collections. You will be responsible for configuring, customizing, and supporting Oracle Fusion Financials, particularly focusing on Advanced Collections and other financial modules. Required Skills: 8+ years of experience in Oracle Fusion Financials (Techno-Functional). 1 year of Oracle Advanced Collections Module experience. Preferred with cross merchs or multiple merchs experience.

Samara is on a mission to create new ways of living that help people dream bigger. As we continue to grow, we're seeking a highly motivated Financial Analyst as the first dedicated FP&A hire. This position will report to our Director of Finance and you'll serve as a partner to the Operations, Sales and Construction teams, helping to deliver timely financial reporting, ad-hoc analyses and, ultimately, derive business insights to influence operational decisions as we continue to scale the business. This is an in-person position; all candidates will be required to be on-site in the San Francisco Bay Area. Responsibilities: Work closely with our Director of Finance to forecast the P&L, as well as cash flow Help execute our annual budgeting cycle; work with cross-functional partners to gather forecast inputs and translate their thinking into P&L, balance sheet and cash flow assumptions for assigned business functions Develop financial models to forecast future performance and identify potential risks or opportunities. Prepare and present reports on findings and recommendations to senior management. Collaborate with cross-functional teams to understand business requirements and provide financial insights for decision-making. Perform ad-hoc analyses to support functional objectives, such as business case development, new product and investment evaluation, identifying topline and margin enhancement opportunities, etc. Support due diligence processes to help financing counterparties understand Samara's business and assets Support project capital asset management and investor reporting requirements Analyze financial data to identify trends, variances, and opportunities for improvement. Develop and maintain a strong understanding of the Company's internal reporting systems and be able to efficiently generate needed data requests and reporting Perform variance analysis to identify discrepancies between budgeted and actual financial results, providing recommendations for corrective actions. Qualifications Bachelor's degree in Finance, Accounting, Economics, Business, or a related field 1-3 years experience in FP&A (preferably in a startup environment), investment banking, management consulting or accounting. Experience in technology, real estate development, or manufacturing industries is a plus. Strong financial modeling skills with proficiency in Excel. You understand the basics of a 3-statement financial model and will be asked to complete a case study in the interview process Basic understanding of GAAP accounting principles Strong analytical skills and attention to detail Strong presentation skills with the ability to regularly interface with executive management Experience with presenting analytical results in both verbal and written form across a multi-disciplinary organization Ability to frame unstructured and complex analytical problems for a broad audience Ability to work independently and collaboratively in a fast-paced environment Highly organized and capable of managing multiple tasks simultaneously Desire to learn and grow in a dynamic finance environment Exceptional organizational and communication skills Data-driven and analytical approach to process development and improvement Collaborative, team-first mentality and passion for empowering those around you Skills Financial modeling and analysis Data interpretation and presentation Budgeting and forecasting Microsoft Excel proficiency Strong analytical thinking Effective communication Attention to detail Problem-solving Team collaboration What We Offer Competitive base salary of $90-120k/year dependent on experience with an additional yearly performance bonus. Hybrid work schedule with 3 days each week in our Redwood City office Early stage employee equity Exceptional health, dental, and vision insurance 401k eligibility after 6 months Flexible PTO policy

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!

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.

Corporate Finance Manager needed ONSITE in San Francisco, CA! Are you a self-starter with excellent communication skills and a passion for finance? A dynamic and fast-paced company is seeking a Corporate Finance Manager to join their team in San Francisco. This role offers significant autonomy and flexibility, with a strong potential for upward mobility. The ideal candidate will be inquisitive, adaptable, confident and excited about tackling new tasks and projects. Key Responsibilities: Oversee quarterly analysis and financial reporting, prepare cash flow statements, and manage tax return preparation. Lead modernization and digitization projects, manage construction cost tracking, and handle special projects assigned by the executive team. Assist with regular financial close activities, manage insurance renewals, and ensure compliance with local ordinances. Work closely with the Chief Financial Officer and corporate controller, and interact with all levels of staff, management, and vendors. Skills and Experience: A+ communication - this is a highly collaborative role. Ability to work independently, good problem solver, and resourceful. Proven track record of doing things from scratch, project management, building processes. System conversions and modernization experience. Real Estate experience is a huge plus. Public accounting / tax foundation experience is a huge plus. CPA or CMA certification - nice to have, not required. Proficiency in CCH ProSystems (PFX) Engagement and QuickBooks Online. Education: Bachelors/Associates Degree in Accounting/Finance or Business required. Compensation Range: $160k - $175k

We are offering a long term contract employment opportunity for a Finance Manager in the manufacturing sector, based in Salinas, California. As a Finance Manager, you will be tasked with a variety of responsibilities revolving around financial management, variance analysis, and financial modelling. Your role will be pivotal in ensuring the smooth running of financial operations and maintaining accurate costings. Responsibilities: • Conduct detailed variance analysis on key financial metrics, including production costs, labor, material usage, and overhead, providing insights and actionable recommendations. • Engage in the creation of data models to support financial analysis and decision making • Oversee standard cost modeling, ensuring accurate calculations for raw materials, labor, and overhead allocations. • Ensure product costing is accurate, conducting variance and margin analysis as necessary • Regularly prepare and present Key Performance Indicator (KPI) metrics and trends • Conduct performance analysis of labor and material usage variances • Utilize Sage Intacct for financial management tasks • Assist in streamlining financial processes within a standard costing environment • Monitor customer accounts and take appropriate action as needed • Process customer credit applications accurately and efficiently, while maintaining precise customer credit records • Proven experience as a Finance Manager or similar role. • Strong knowledge and experience in Variance Analysis. • Proficiency in Financial Modeling. • Familiarity with Standard Costing techniques. • Experience with financial software, preferably Sage Intacct. • Strong analytical and decision-making skills.

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.

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。

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 Palo Alto Networks is looking for a Senior Finance Analyst to join its Corporate Finance team. We're looking for a self-starter with strong analytical skills, deep working knowledge/understanding of financial statements, an effective communicator, and a team player with a collaborative mindset who is passionate for driving change in a dynamic fast-paced environment. This highly visible role reports to the Finance Director, Corporate FP&A. Your Impact Manage monthly P&L forecasting process with a focus on accuracy and providing insights related to risks and opportunities Deliver monthly and quarterly reporting with high accuracy and efficiency Partner across FP&A in understanding and synthesizing the business narratives Serve as a leader for the company-wide Open PO accrual process by partnering across FP&A and Accounting and overseeing the WW process Work collaboratively with functional finance leaders to drive efficiency in our processes and reporting to scale for growth Partner with the Finance Systems team in driving data integrity and automation Drive and provide support for ad-hoc strategic and financial analyses with an emphasis on OPEX & HC Qualifications Your Experience Bachelor's Degree in Business/Finance/Accounting or equivalent military experience required 2+ years related experience including familiarity with US GAAP and working knowledge/ understanding of financial statements - Big 4 accounting experience a plus Excellent analytical and financial modeling skills, capable of seamlessly moving from the big picture to the details and back Power Excel user who is comfortable with large data sets Expertise in Google Suite (Sheets, Slides, etc.) Experience with and/or willingness to master various financial systems, including SAP, SAC (SAP Analytics Cloud), Tableau, and other BI tools Strong team player, independent thinker with high intellectual and emotional intelligence - Resourceful and proactive approach to problem solving Deadline-driven, very organized, with willingness to adapt to the rapid business and organizational demands that result from a high-growth environment Additional Information The Team You have a passion for numbers, our organization has a passion for cybersecurity. You're looking for a career with a more fulfilling mission. Our department works with numbers and large volumes of data daily, building and maintaining elegant models and solutions to empower our business lines and solutions. The ideal candidate has exceptional skills in financial modeling and analytics and an innovative mindset to approach finance problems differently. We seek people who are looking to try new things, while solving business critical equations. If you're seeking a financial challenge but with a world-wide impact - this is it. 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 $97000 - $156000/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.

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.

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.

Do you possess a broad knowledge of financial products and services? If you want to know about the requirements for this role, read on for all the relevant information. Would you like to work at a collaborative organization that thrives on providing outstanding member service both internally and externally? Would you like to work at a multi-faceted, dynamic organization that thrives on teamwork and collaboration? If so, we'd love to talk with you about Monterra Credit Union's full-time Financial Services Representative Position! Located in the heart of the Bay Area, Monterra Credit Union is a community-centric and growth-oriented financial institution. We invest in the success of people and our community by giving back, making things easier, and committing ourselves to our members' potential. Diversity, equity and inclusion are critical to our success, and we value the varied backgrounds and experiences that everyone brings to our organization. If you value collaboration, forward-thinking, and giving back, this just might be the place for you. SALARY & BENEFITS Monterra Credit Union reflects the value placed on employees by providing an excellent salary and benefits package: Starting pay of $20.00 - $22.00 per hour depending on experience Bilingual pay incentives (English/Spanish or English/Tagalog) Semi-annual bonuses for meeting key financial and operational goals Medical, Dental, Vision, Life, and Long-Term Disability insurances 401(k) including generous matching contributions Discounts on financial products and services, including mortgage and auto loans Paid time off, tuition reimbursement, and much more! POSITION SUMMARY Performs assigned cash handling duties associated with the processing of member transactions and inquiries. Responsible for accurate and efficient member service on the Teller line inclusive of the following transactions: deposits, withdrawals, cashing checks, posting loan payments, selling negotiable items, and receiving and disbursing cash. Serves as a primary source to handle member inquires, requests or processing of new transactions, including new membership accounts. Knowledgeable of all Credit Union products and services with the ability to discuss features and benefits with members. PRIMARY RESPONSIBILITIES Provides members with a variety of member transactions. Renders prompt, courteous and friendly member service. Solely responsible for the security and balancing of assigned cash reserves and negotiable items at all times. Maintains cash levels, key controls and dual controls in accordance with Credit Union policy. Maintains control of assigned keys, and assists with dual custody controls as needed Provides general information and instruction to the membership regarding credit union products, services and policies. Cross-services all products and services. May open new membership, checking, money market, investment certificate, IRA, Trust, Uniformed Transfer to Minor Accounts, and may carry out requests on deceased accounts and fraud situations. Performs other related duties as assigned by the immediate supervisor. Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and laws enforced by the Office of Foreign Assets Control. Provides service that aligns with the Credit Union's mission of passionately delivering relevant products, services and education tailored to help our members, employees, and communities achieve their financial goals. PHYSICAL DEMANDS The physical demands and work environment characteristics described are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing duties of the job, employee may be required to use frequent physical activities include sitting, standing, reaching, walking, talking, bending, and constant use of hands. Employee must occasionally lift and/or move up to 5 pounds. Employee may occasionally work overtime. These activities are not necessarily performed to the same degree and combination every day. Apply Now for Consideration! Monterra Credit Union is an equal-opportunity employer. Qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, disability, or protected veteran status. Qualifications Some cash handling experience is required. Minimum six months experience as a teller or one-year experience in financial institution is preferred. Excellent member service skills are mandatory. Basic knowledge of financial products and services is required. Possess strong organization, analytical, interpersonal, and communication skills. Possess strong cross-servicing skills. Provide high levels of thoroughness and accuracy. Must be proficient in the use of a PC with Windows-based programs. Ability to speak fluently in Spanish and English is preferred.

Our hiring manager is looking for a highly skilled Banker to join their team. This is with a credit union. This role is Mon-Fri. They are looking for someone with Symitar experience and someone that has opened new accounts within a credit union. This position is expected to last 3 months with the possibility to extend. We are looking for someone that is available immediately. Providing services Bankers assist clients with a variety of banking services, including opening accounts, making deposits and withdrawals, and obtaining loans. They may also help clients with moving money, resolving disputes, and handling debit and credit issues. Advising clients Bankers use their knowledge of the bank's products and services to advise clients on financial matters. They may discuss the benefits and drawbacks of different options, such as savings accounts, credit cards, or investment products. Processing transactions Bankers process financial transactions, such as check deposits and wire transfers. They may also update customer accounts and maintain accurate records. Complying with regulations Bankers must comply with all relevant laws and regulations, including those related to financial crimes and money laundering All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance. For unincorporated Los Angeles county, to the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions.

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.

Financial Analyst V Length of Contract: 10 months, possibility of extension JD: Job Responsibilities: Gather, consolidate, and analyze operating and financial results, including preparing internal and external reporting deliverables and analyzing and explaining trends & drivers Assist with senior management business and financial planning, including presentations and key analysis requests Partner with cross-functional teams, including Finance, Accounting, IT, and other teams, to drive scalable analyses and insights Conduct ad hoc financial analysis for Capex, Opex or headcount to support decision making processes Skills: Detail-oriented, organized, and demonstrated ability to multi-task and shift priorities quickly under pressure and tight deadlines Experience developing frameworks and solutions to high-level questions with limited supervision; Strong financial modeling skills Proficiency in Google Sheets or Excel to collect, organize, and analyze data is essential. A strong understanding of financial concepts, including budgeting, forecasting, and financial analysis Nice to Have Skills: Experience with Hyperion EPM/Essbase (or equivalent) SQL Experience Consolidation Experience: Proven experience in consolidating financial data from multiple sources, including actuals, forecasts, and budgets Opex Management/Headcount Forecasting: Experience in managing operational expenses (opex) and forecasting headcount needs. Education/Experience: BA/BS in Business, Finance, Economics, or equivalent 5 + years of finance or financial planning and analysis experience