Finance associate jobs in San Ramon, CA - 802 jobs
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Financial Consultant - Berkeley, CA
Fidelity Investments 4.6
Finance associate job in Vallejo, CA
Job Description: Financial Consultant
If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.
The Purpose of Your Role
Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.
The Expertise We're Looking For
Previous success in building relationships, uncovering needs and recommending solutions
FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire
Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility
Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
The Skills You Bring
Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
Being coachable, collaborative, and curious are your "go to" attributes
Committed to delivering an outstanding customer experience with a passion for seeing others thrive
Motivated by results and finding solutions, you take initiative and exceed customer expectations
Extensive knowledge of investment solutions
Our Investments in You
Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!
The Value You Deliver
Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals
Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future
Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills
You have a steadfast commitment to your clients while making a positive impact in the community
The base salary range for this position is $60,000 - $75,000 per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Certifications: Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA Category: Sales
$60k-75k yearly 2d ago
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Finance Transformation Executive & Controller
Medium 4.0
Finance associate job in San Francisco, CA
A technology company specializing in sustainable solutions seeks a VP, Controller & Finance Transformation in San Francisco, CA. This senior role involves optimizing accounting operations, overseeing financial reporting, and driving finance transformation initiatives. The ideal candidate holds a CPA, with hands-on experience in accounting operations and ERP systems like Workday. The position offers a competitive annual salary between $260,000 and $310,000 plus bonus.
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$260k-310k yearly 4d ago
In-Office R&D Finance Strategy Associate
Rippling
Finance associate job in San Francisco, CA
A leading HR and IT solutions provider in San Francisco is looking for a Strategic FinanceAssociate to support R&D teams. You'll be involved in financial modeling, supporting monthly closes, and preparing materials for executive reviews. Ideal candidates will have over 4 years of finance experience, particularly in high-growth tech environments. This in-office role offers a competitive salary, benefits, and equity, with pay ranging from $96,000 to $160,000 annually, depending on experience.
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$96k-160k yearly 2d ago
Strategic Finance Associate - GTM
Ziphq, Inc.
Finance associate job in San Francisco, CA
The simple task of buying software, services, or tools at work has become hopelessly complicated at even the most innovative companies in the world. Today, enterprises spend $120T+ per year globally (>30 times larger than annual consumer e-commerce spend) and rely on vendors more than ever before to run their businesses.
Our cofounders started Zip in 2020 to address this seemingly intractable problem with a purpose-built procurement platform that provides a simple, consumer-grade user experience. Within the last 4 years, Zip has created a new category and developed the leading solution in this $50B+ TAM space. Today, the world's leading companies like OpenAI, Snowflake, Anthropic, Coinbase, and Prudential rely on Zip to manage billions of dollars in spend.
We have a world-class team coming from category-defining companies like Airbnb, Meta, Stripe, Salesforce, Apple, and Google. With a $2.2 billion valuation and $370 million in funding from Y Combinator, Tiger Global, BOND, DST Global, and CRV, we're focused on developing cutting-edge technology, expanding into new global markets, and-above all-driving incredible value for our customers. Join us!
Your Role
We are seeking a Strategic FinanceAssociate to join our growing finance team, with a focus on Go-to-Market Finance. In this role, you will partner closely with GTM leaders to shape the revenue strategy of our business, build and maintain financial models, develop KPI frameworks, and deliver insights that influence investment decisions and growth priorities.
This is a high-visibility, high-impact role where you will understand our full business at the driver level, and from that foundation drive resource allocation decisions and influence long-term strategy. This role is highly cross-functional and will help set targets and assess the ROI of projects across the Sales, Marketing, and G&A functions.
What you'll do
Design and own core financial models that support our annual plan, long-range forecast, and GTM strategy
Partner with GTM leaders to set topline targets, evaluate resourcing decisions, and track performance against KPIs to dynamically influence strategic priorities and decision making
Support executive decision-making by preparing high-quality board materials, investor updates, and leadership presentations
Drive company-wide forecasting and reporting processes across revenue, expenses, headcount, cash flow, and retention metrics
What you'll need
2+ years of private equity, investment banking, consulting, or similar experience
Familiarity with technology / SaaS business models
Excellent financial modeling and quantitative skills
Extreme attention to detail and a high regard for precision
Strong written and verbal communication
Ownership mindset with the ability to collaborate across diverse teams and stakeholders
SQL proficiency and experience using BI dashboard tools strongly preferred
Experience in strategic finance at a high-growth technology company is a plus
The salary range for this role is $120,000-$160,000. The salary for this position is determined based on a variety of job-related factors that may include location, relevant experience, education, or particular skills and expertise.
Perks & Benefits
At Zip, we're committed to providing our employees with everything they need to do their best work.
📈 Start-up equity
🦷 Full health, vision & dental coverage
🍽️ Catered lunches & dinners for SF employees
🚍 Commuter benefit
🚠 Team building events & happy hours
🌴 Flexible PTO
💻 Apple equipment plus home office budget
💸 401k plan
We re looking to hire Zipsters and that means hiring people who take ownership, communicate openly, have an underdog mindset, and are excited to increase the pace of innovation for every business in the world. We encourage all candidates to apply even if your experience doesn exactly match up to our job description. We are committed to building a diverse and inclusive workspace where everyone (regardless of age, religion, ethnicity, gender, sexual orientation, and more) feels like they belong. We look forward to hearing from you!
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$120k-160k yearly 3d ago
Head of Finance
Multiply Labs 3.1
Finance associate job in San Francisco, CA
Multiply Labs is a cutting-edge startup based in San Francisco, California, supported by top‑tier tech and life science investors such as Casdin Capital, Lux Capital, and Y Combinator. Our mission is to build the best robots in the world, and use them to make the most advanced life‑saving therapies accessible to all.
We are revolutionizing the manufacturing of cell therapies by developing advanced robotic systems designed to automate and scale the production of these life‑saving treatments. Our robots empower biopharma companies to produce cell therapies at scale without significantly changing their existing processes, reducing regulatory barriers and risks. While traditional approaches are time‑consuming and lead to extremely high costs for patients (typically $1M+ per patient), using robotics can make these transformative treatments more accessible and affordable to patients in need.
To learn more and to view a video of our robots in action, visit us at ******************** and follow us on LinkedIn.
Position Overview
We are seeking an analytical, hands‑on Head of Finance who will build and lead the financial systems that power Multiply Labs' growth. As Head of Finance, you'll design and manage the company's financial backbone-overseeing planning, reporting, and controls to enable sound, data‑driven decisions and fiscal compliance. You will partner closely with the CEO and leadership team to ensure that Multiply Labs scales efficiently and sustainably through its next stage of growth, building a finance function that grows with the company.
Responsibilities: Strategic Finance
Partner with the CEO and leadership team to shape and execute the company's financial strategy, aligning capital allocation with growth priorities and risk management.
Support the CEO with capital markets activities, including fundraising, investor relations, and due diligence.
Evaluate strategic initiatives (e.g. new product lines, pricing models, partnerships, and major capital investments) through financial modeling and ROI analysis.
Support strategic vendor and customer negotiations with financial analysis and scenario modeling.
Provide strategic insight into company performance and recommend levers to improve unit economics, cash flow, and overall profitability.
Develop long‑range financial plans and support strategic planning cycles.
Own preparation of financial materials for Board meetings, investor updates, and due diligence processes.
Responsibilities: Financial Planning & Analysis
Develop and maintain the company's financial model, including revenue forecasting, expense tracking, and cash flow management.
Lead annual budgeting, quarterly forecasting, and monthly variance analysis processes.
Partner cross‑functionally with department heads to translate operating plans into financial goals, budgets, and KPIs.
Deliver monthly and quarterly reports, insights, and dashboards that inform executive and Board‑level decisions.
Partner with Operations & HR and department heads on headcount, compensation, equity, and incentive planning.
Partner with Product and company leadership on pricing strategy, ensuring alignment between cost structures, market positioning, and margin targets.
Responsibilities: Accounting
Oversee and manage the relationship with the external accounting provider to ensure accurate, compliant, and timely financial reporting.
Manage all accounting operations, including accounts receivable/payable, payroll, and expense reporting.
Ensure timely month‑end and year‑end close processes with accurate reconciliations and reporting.
Own compliance with all applicable financial, tax, and regulatory requirements.
Oversee invoicing and collections, optimizing payment terms and cash management.
Support preparation of audited financial statements and coordinate with external auditors as needed.
Responsibilities: Cash Management
Manage cash flow forecasting, banking relationships, and investment of company funds.
Monitor runway, burn rate, and capital needs in collaboration with leadership, providing proactive recommendations to optimize cash utilization.
Responsibilities: Purchasing, Financial Controls & Systems
Partner with Operations to streamline travel and purchasing policies, ensuring adherence to company financial controls.
Oversee company purchasing processes and establish appropriate approval limits.
Implement internal financial controls to ensure accuracy, transparency, and compliance.
Partner with leadership to evaluate and optimize major vendor and supplier contracts.
Lead implementation and continuous improvement of finance systems and tools (e.g. ERP, expense management, FP&A software) to drive automation and scalability.
Qualifications
Bachelor's degree in Finance, Accounting, Economics, or a related field
7+ years of relevant experience in financial management, FP&A, or accounting leadership
Proven success building or scaling finance functions in fast‑paced, high‑growth, venture‑backed environments
Strong analytical and modeling skills, with a deep understanding of cash flow, budgeting, and forecasting
Experience managing external accounting or audit partners
Excellent communication and collaboration skills across technical and non‑technical teams
Ability to synthesize complex data into actionable insights for executive decision‑making
High attention to detail and accountability under tight timelines
Proficiency with financial software and tools, such as QuickBooks, Ramp, and Bill.com
Additional Preferred Qualifications
MBA or CPA strongly preferred
Prior start‑up experience strongly preferred
Experience in both strategic FP&A and hands‑on accounting operations preferred
Experience implementing financial and accounting systems during rapid scaling phases (Series A‑C)
Experience supporting fundraising, due diligence, or investor relations
Familiarity with manufacturing or hardware cost‑accounting principles
Travel
While our headquarters is located in San Francisco, CA, this position will require up to 5‑10% domestic and international travel.
Benefits
401k with 4% company match
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Partial Health Insurance for Child Dependents
HSA or FSA
Twice weekly catered lunch (for team members in SF office)
Pre‑tax Commuter Benefit
10 Paid Holidays
Flexible PTO
Paid Parental Leave
Salary: $160,000 - $210,000 a year. Multiply Labs is an early‑stage startup where equity is a major part of the compensation package.
Closing
We take pride in cultivating an environment that fosters collaboration, open communication, and authenticity. We are an equal opportunity employer; we do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We are diverse in background and singular in mission.
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$160k-210k yearly 2d ago
Technology Investment Banking Vice President, Software (Menlo Park, CA)
Morgan Stanley 4.6
Finance associate job in Menlo Park, CA
Morgan Stanleys Investment Banking Group provides industry regional and product expertise to corporations institutions and government clients in order to develop and execute innovative and customized solutions to the most challenging strategic and financing issues faced in the global marketplace. The Banking Group is comprised of a number of industry groups that work closely with product team members in Mergers & Acquisitions Global Capital Markets Real Estate and other industry groups throughout the Firm to provide relevant market insight, product creativity and execution expertise to clients. These solutions include initial public offerings; public and private equity and equity-linked financings; mergers acquisitions and restructurings; defense advisory assignments; strategic partnerships; public and private debt placements; share repurchases; and hedging swaps and derivative transactions.
Our Menlo Park office is looking for a Vice President with prior experience in the Software industry to join the Technology Investment Banking Group. The successful candidate will have the opportunity to work with regional and international clients on a wide range of complex transactions including acquisitions, divestitures, mergers, joint ventures, corporate restructurings, shareholder relations, recapitalizations, leveraged buyouts and defenses against unsolicited takeover attempts, strategic advisory assignments and executions of public and private capital markets transactions such as initial public offerings. The successful candidate will work closely with professionals throughout the firm to deliver high quality advice to our clients. You will play an important role on a team that includes who will encourage you to go beyond the numbers and think creatively.
Qualifications
6 years of relevant experience within investment banking or an MBA with 3 years of experience and with a proven track record working on complex executed deals across M&A and various industry sectors
Experience in the software industry is strongly preferred but not required
Strong written and verbal communication, client and interpersonal skills
Commercial instinct and ability to perform under pressure and tight deadlines
Bachelor's degree is required; an MBA and / or CFA designation would be an asset
Series licensed or must obtain
What you can expect from Morgan Stanley
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion and giving back - aren't just beliefs; they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley you'll find an opportunity to work alongside the best and the brightest in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work‑life journey offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move around the business for those who show passion and grit in their work.
To learn more about our offices across the globe please copy and paste into your browser.
Expected base pay rates for the role will be $275,000 per year at the commencement of employment. However base pay if hired will be determined on an individualized basis and is only part of the total compensation package which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long‑term incentive packages and other Morgan Stanley-sponsored benefit programs.
Morgan Stanleys goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, stereotype gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership / union status, pregnancy, veteran or military service status, genetic information or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M / F / Disability / Vet).
Key Skills
Change Management
Financial Services
Growing Experience
Managed Care
Management Experience
Analysis Skills
Senior Leadership
Performance Management
Process Management
Leadership Experience
Negotiation
Analytics
Employment Type: Full-Time
Experience: years
Vacancy: 1
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$275k yearly 5d ago
Head of Finance
Nudge 3.8
Finance associate job in San Francisco, CA
At Nudge, our mission is to develop the best technology for interfacing with the brain to improve people's lives. We're starting with an approach that we believe can help the most people the fastest, and also allow us to learn as much about the brain as possible: developing a non-invasive, ultrasound-based device that can stimulate and image the brain at high resolution and depth. This is a vertically integrated effort building cutting-edge hardware, software, and research capabilities to create products that can benefit millions - and eventually billions - of people.
We've brought together a team of the best, who believe hard things are worth doing. To succeed, we need to assemble world‑class teams across everything we do. We hire people who are exceptional at their craft, do the real work, and execute relentlessly - people who expect the highest levels of both rigor and integrity from each other.
About the role
As the head of finance at Nudge, you will:
Own all financial operations end-to-end: accounting, FP&A, tax, treasury, and procurement.
Build scalable systems, tools, and controls to support rapid growth.
Ensure financial accuracy, transparency, and efficiency across the company.
Partner with leadership on planning, runway, and capital allocation.
About you
10+ years of experience leading finance at an early-stage or high-growth tech/R&D company.
Hands‑on experience across accounting, FP&A, and operational finance.
Comfortable switching between strategic planning and hands‑on execution.
Built and scaled financial systems and processes from the ground up.
Excellent analytical, organizational, and communication skills.
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$110k-180k yearly est. 5d ago
Strategic Finance Associate
Mercor, Inc.
Finance associate job in San Francisco, CA
About Mercor
Mercor is at the intersection of labor markets and AI research. We partner with leading AI labs and enterprises to provide the human intelligence essential to AI development.
Our vast talent network trains frontier AI models in the same way teachers teach students: by sharing knowledge, experience, and context that can't be captured in code alone. Today, more than 30,000 experts in our network collectively earn over $1.5 million a day.
Mercor is creating a new category of work where expertise powers AI advancement. Achieving this requires an ambitious, fast‑paced and deeply committed team. You'll work alongside researchers, operators, and AI companies at the forefront of shaping the systems that are redefining society.
Mercor is a profitable Series C company valued at $10 billion. We work in‑person five days a week in our new San Francisco headquarters.
About The Role
As we scale, we're building out a Strategic Finance team to elevate how we plan, allocate resources, and assess performance across the business. This role will help shape a finance function in rapid‑growth mode and directly influence product strategy, investment decisions, and long‑term planning.
You will own the financial health of key product lines and customers, including through forecasting, budgeting, market analysis, and full P&L ownership. You'll partner closely with GMs, product leaders, and executives, bringing analytical rigor, clear communication, and strong judgment.
This role is ideal for someone who enjoys building from scratch, thrives in ambiguity, and wants outsized scope early in their career.
Key Responsibilities
Own product‑line P&Ls: Manage revenue, margins, opex, and unit economics with a clear view into performance drivers.
Serve as the primary finance partner: Support GMs and product stakeholders with analysis, insights, and financial guidance.
Lead forecasting, planning & financial modeling: Build revenue models, size opportunities, and contribute to quarterly and annual plans.
Develop budgets and manage operating expenses: Create product‑level budgets, monitor spend, and identify risks and opportunities.
Support capital allocation decisions: Evaluate returns on product investments, pricing changes, and operational initiatives.
Surface insights for leadership: Translate data into recommendations that shape product and company strategy.
Improve financial reporting and processes: Enhance dashboards, workflows, and systems to increase accuracy and scalability.
What We're Looking For
2-5 years of relevant experience in investment banking, private/growth equity, consulting, or strategic finance at a high‑growth tech company.
Strong analytical and modeling skills, with comfort working with incomplete or complex data.
High ownership and execution, able to run workstreams end‑to‑end in a fast‑paced environment.
Clear communicator and cross‑functional partner who can synthesize insights and influence decisions.
Process‑oriented and adaptable, with interest in building and improving systems and workflows.
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$53k-104k yearly est. 5d ago
Head of Finance - Scale FinOps & Growth Strategy
Nudge Real Estate
Finance associate job in San Francisco, CA
A leading technology firm in San Francisco is seeking a Head of Finance to own all financial operations and support rapid growth. Candidates should have over 10 years of experience leading finance in a tech or R&D environment, with exceptional analytical, organizational, and communication skills. This role will involve building scalable financial systems and collaborating with leadership on planning and capital allocation.
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$95k-170k yearly est. 5d ago
Head of Finance
Row Zero, Inc.
Finance associate job in San Francisco, CA
Row Zero is an enterprise-grade spreadsheet built for big data. Come join the team building the world's best spreadsheet - fast, secure, connected, and scalable with your data size. View open positions .
Head of Finance
Row Zero is looking for a Head of Finance with experience leading finance teams for a high growth enterprise SaaS business. The ideal candidate will have deep experience with subscription business models and SaaS metrics. They'll be energized by working directly with both internal and external stakeholders to drive the company's financial success.
What you will do:
Own financial planning and reporting for the business
Own customer invoicing and accounts receivable
Own budgeting and cost management across the company
Work closely with internal stakeholders to ensure regulatory compliance and develop internal policies and procedures
Work closely with leadership to inform strategic initiatives
What we are looking for:
Proven experience leading finance teams and scaling a high growth SaaS business.
Deep understanding of SaaS business models, financial metrics, and growth-stage dynamics.
Advanced financial modeling and forecasting skills and experience with financial systems and tools.
Strong leadership, communication, and stakeholder management abilities.
Hands-on leader - comfortable wearing a lot of hats, able to lead strategically and also own day-to-day financial operations.
Apply below: #J-18808-Ljbffr
$95k-170k yearly est. 5d ago
Investment Banker - Pharma/BioTech - Vice President
Jpmorgan Chase & Co 4.8
Finance associate job in San Francisco, CA
Job Information
Job Identification 210562876
Job Category Client Management
Business Unit Corporate & Investment Bank
Posting Date 11/05/2024, 10:38 PM
Job Schedule Full time
Job Description
We are seeking a seasoned Vice President to join our industry-leading team.
As a Vice President in Investment Banking, you will demonstrate good business acumen and proven track record in developing clients and marketing total business solutions. You will be responsible for supporting an outstanding network of relationships with corporate and institutional clients that lie at the heart of our Investment Banking franchise. You'll bring to our team deep experience identifying and
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$155k-236k yearly est. 2d ago
Strategic Finance Associate
Reflection 3.9
Finance associate job in San Francisco, CA
Our Mission
Reflection's mission is to build open superintelligence and make it accessible to all.
We're developing open weight models for individuals, agents, enterprises, and even nation states. Our team of AI researchers and company builders come from DeepMind, OpenAI, Google Brain, Meta, Character.AI, Anthropic and beyond.
Role Overview
We're looking for a Strategic FinanceAssociate. In this role, you will be an early joiner helping us mature the foundations of our finance function. You will be both strategic and operational - comfortable both being a thought partner on strategic-level capital allocation decisions and running operational processes.
What You'll Do
Own and refine our financial model and forecasts for leadership and external parties (e.g. investors)
Negotiate and manage new vendor contracts to support our research, GTM, and operations orgs
Financial analyses to support strategic-level decisions - partnership structuring, large vendor contracts, GTM incentives design etc
Uplevel our governance and administration of employee expense programs and AP across our US and UK entities
Run cash positioning and treasury reporting
Coordinate outsourced partners for monthly close and bookkeeping
Set up and administer finance tooling to ensure our financial operations are fit for purpose as our organization and operations scale
What We're Looking For
2 - 5 years of experience in management consulting, investment banking, private equity, strategic finance at a high-growth startup, or similar
Deep experience with financial modelling, and accounting literacy
Exceptional communication and relationship management skills across varied stakeholders
Ability to navigate ambiguity, take initiative, and operate independently
Willingness to get their hands dirty running, improving, and owning operational processes across finance subfunctions
A genuine interest in Reflection's mission and the evolving AI ecosystem
What We Offer:
We believe that to build superintelligence that is truly open, you need to start at the foundation. Joining Reflection means building from the ground up as part of a small talent-dense team. You will help define our future as a company, and help define the frontier of open foundational models.
We want you to do the most impactful work of your career with the confidence that you and the people you care about most are supported.
Top-tier compensation: Salary and equity structured to recognize and retain the best talent globally.
Health & wellness: Comprehensive medical, dental, vision, life, and disability insurance.
Life & family: Fully paid parental leave for all new parents, including adoptive and surrogate journeys. Financial support for family planning.
Benefits & balance: paid time off when you need it, relocation support, and more perks that optimize your time.
Opportunities to connect with teammates: lunch and dinner are provided daily. We have regular off-sites and team celebrations.
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$45k-77k yearly est. 3d ago
Analyst, Corporate Development
Crusoe 4.1
Finance associate job in San Francisco, CA
Crusoe's mission is to accelerate the abundance of energy and intelligence. We're crafting the engine that powers a world where people can create ambitiously with AI - without sacrificing scale, speed, or sustainability.
Be a part of the AI revolution with sustainable technology at Crusoe. Here, you'll drive meaningful innovation, make a tangible impact, and join a team that's setting the pace for responsible, transformative cloud infrastructure.
About the Role
The Analyst, Corporate Development and M&A will play a critical role in supporting Crusoe's inorganic growth strategy across its core sectors: Power, Industrial Process and Manufacturing, Real Estate and Software. This highly visible position will be deeply involved in all phases of mergers & acquisitions (M&A), strategic investments, and structuring strategic partnerships. The ideal candidate is a high-performing professional with robust financial expertise and transaction experience. The role will report directly to the SVP of Strategic Finance and Corporate Development.
This role will be required to be based in San Francisco, CA or New York, NY.
What You'll Be Working On
Mergers & Acquisitions (M&A) and Divestitures
Market Mapping and Origination: candidate will work across the organization's business units and functions in order to identify acquisition targets from a sector-first perspective. This includes creating and maintaining market maps, thematic research projects and direct outreach to targets.
Transaction Execution: Support the end-to-end M&A process, including target identification, strategic rationale development, due diligence, valuation, negotiation, and closing.
Financial Modeling & Valuation: Build and maintain complex financial models (Valuation and merger model, Accretion/Dilution analyses, and precedent transaction analyses) to evaluate potential acquisition
Due Diligence: Coordinate and manage cross-functional due diligence teams (Legal, Finance, Operations, etc.), synthesizing key findings and developing risk mitigation strategies. Work closely with third-party providers.
Market Analysis: Conduct industry and competitive landscape analysis within the Industrials, Energy, and Real Estate sectors to identify strategic market gaps and attractive investment opportunities.
Prepare and present on transaction rationale to Executive Leadership team (possibly the Board of Directors)
Strategic Investments & Partnerships
Sourcing and Evaluation: Evaluate strategic investment and partnership opportunities that align with the company's long-term growth objectives.
Deal Structuring: Assist in the structuring and negotiation of terms for joint ventures, strategic alliances, and minority investments.
Business Case Development: Create compelling investment memorandums and presentations for Senior Leadership and the Board of Directors, outlining strategic fit, financial implications, and execution plans.
General Corporate Development
Pipeline Management: Help manage and maintain a robust pipeline of potential M&A and investment targets.
Commercial-facing Activities: attend conferences and travel to various industry events in order to aid in origination and market intelligence
Reporting: Prepare detailed analytical reports and presentations on key market trends, portfolio performance, and deal progress for internal stakeholders.
Cross-Functional Collaboration: Partner closely with internal business unit leaders to assess strategic needs and integration plans.
What You'll Bring to the Team
1-3+ years of experience in Investment Banking (Analyst or Associate level), Corporate Development, Private Equity, or Transaction Advisory Services.
Direct experience working on M&A transactions taking a core role in structuring and modeling various scenarios and preparing transaction screening memos
Strong coverage experience or deep sector knowledge within Industrials, Energy, and/or Real Estate is highly preferred.
Exceptional financial modeling and valuation skills, with an advanced proficiency in Microsoft Excel and PowerPoint.
Outstanding analytical and problem-solving abilities, capable of translating complex financial and strategic analysis into clear, concise, and actionable recommendations.
Excellent written and verbal communication skills, comfortable presenting to senior executives and external partners.
High degree of professionalism, intellectual curiosity, and ability to manage multiple projects and work effectively under tight deadlines.
A proactive, self-starter mentality with the ability to work independently while being a strong team player.
Bachelor's degree in Finance, Economics, Accounting, or a related quantitative field.
Benefits
Industry competitive pay
Restricted Stock Units in a fast growing, well-funded technology company
Health insurance package options that include HDHP and PPO, vision, and dental for you and your dependents
Employer contributions to HSA accounts
Paid Parental Leave
Paid life insurance, short-term and long-term disability
Teladoc
401(k) with a 100% match up to 4% of salary
Generous paid time off and holiday schedule
Cell phone reimbursement
Tuition reimbursement
Subscription to the Calm app
MetLife Legal
Company paid commuter benefit; $300/month
Compensation Range
Compensation will be paid in the range of up to $100,000-$140,0000 + Bonus. Restricted Stock Units are included in all offers. Compensation to be determined by the applicants knowledge, education, and abilities, as well as internal equity and alignment with market data.
Crusoe is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, disability, genetic information, pregnancy, citizenship, marital status, sex/gender, sexual preference/ orientation, gender identity, age, veteran status, national origin, or any other status protected by law or regulation.
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$100k-140k yearly 1d ago
Finance Transformation Executive & Controller
Goodleap, LLC 4.6
Finance associate job in San Francisco, CA
A leading technology firm is seeking a VP, Controller & Finance Transformation to lead accounting operations and optimize financial processes. The role requires a CPA and extensive experience in accounting and finance transformation, focusing on automation, reporting, and new product support. The salary range is $260,000 to $310,000 annually plus bonuses. This key position supports the company's rapid growth in financing sustainable solutions.
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$103k-119k yearly est. 4d ago
Corporate Finance
Monograph
Finance associate job in San Francisco, CA
We're on a mission to make it possible for every person, team, and company to be able to tailor their software to solve any problem and take on any challenge. Computers may be our most powerful tools, but most of us can't build or modify the software we use on them every day. At Notion, we want to change this with focus, design, and craft.
We've been working on this together since 2016, and have customers like OpenAI, Toyota, Figma, Ramp, and thousands more on this journey with us. Today, we're growing fast and excited for new teammates to join us who are the best at what they do. We're passionate about building a company as diverse and creative as the millions of people Notion reaches worldwide.
Notion is an in-person company, and currently requires its employees to come to the office for two Anchor Days (Mondays & Thursdays) and requests that employees spend the majority of their week in the office (including a third day).
About The Role
Our Corporate Finance team serves as a trusted advisor to the company, informing and guiding critical C-level decisions through insightful analyses & thought partnership. We are looking for a bright, driven individual who will support Executive-level understanding of our key financial metrics and trends, dial in our forecasting accuracy, and take on high-profile strategic projects for the CFO and other key decision-makers. We are a lean team, so your impact will be felt immediately.
What You'll Achieve
Be the focal point across the finance and accounting teams for forecasts, annual planning, long-range planning, and other critical Revenue, Expense, Headcount, and other consolidation processes and reporting.
Own Notion's financial consolidations. Drive deeper Budget vs Actuals understanding and forecast precision via smarter, more data-driven modeling and tighter cross-functional collaboration, particularly in uncharted, high impact areas.
Support our monthly close and forecast processes - analyze financial results, distill and synthesize key trends, and communicate risks & opportunities to influence business outcomes.
Assist in preparation of monthly & quarterly management reporting including Budget vs Actuals analyses, dashboards, and Board materials.
Strengthen our operational infrastructure by identifying and mobilizing system & process improvements. Build automation to take steps out of our recurring motions and reduce margin of error.
Tackle new & evolving priorities for the team, including ad hoc analyses.
Skills You'll Need To Bring
3-6 years experience in FP&A, accounting, investment banking, consulting, treasury, or private equity
Experience with financial modeling and analytical mindset
Positive attitude with high aptitude to learn new things quickly. Team player eager to further develop and grow with us
Demonstrate intellectual curiosity, problem-solving skills, and hunger to continually up-level current approaches and processes
Strong work ethic, reliability, and attention to detail - “get it done” attitude
Nice To Haves
Experience with a high-growth SaaS company
Experience with Netsuite, Workday, Zip, and planning tools
Working knowledge of SQL
We hire talented and passionate people from a variety of backgrounds because we want our global employee base to represent the wide diversity of our customers. If you're excited about a role but your past experience doesn't align perfectly with every bullet point listed in the job description, we still encourage you to apply. If you're a builder at heart, share our company values, and enthusiastic about making software toolmaking ubiquitous, we want to hear from you.
Notion is proud to be an equal opportunity employer. We do not discriminate in hiring or any employment decision based on race, color, religion, national origin, age, sex (including pregnancy, childbirth, or related medical conditions), marital status, ancestry, physical or mental disability, genetic information, veteran status, gender identity or expression, sexual orientation, or other applicable legally protected characteristic. Notion considers qualified applicants with criminal histories, consistent with applicable federal, state and local law. Notion is also committed to providing reasonable accommodations for qualified individuals with disabilities and disabled veterans in our job application procedures. If you need assistance or an accommodation due to a disability, please let your recruiter know.
Notion is committed to providing highly competitive cash compensation, equity, and benefits. The compensation offered for this role will be based on multiple factors such as location, the role's scope and complexity, and the candidate's experience and expertise, and may vary from the range provided below. For roles based in San Francisco, the estimated base salary range for this role is $145,000 - $160,000 per year.
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$145k-160k yearly 2d ago
Financial Consultant - Campbell, CA
Fidelity Investments 4.6
Finance associate job in Fremont, CA
Job Description: Financial Consultant
If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.
The Purpose of Your Role
Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.
The Expertise We're Looking For
Previous success in building relationships, uncovering needs and recommending solutions
FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire
Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility
Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
The Skills You Bring
Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
Being coachable, collaborative, and curious are your "go to" attributes
Committed to delivering an outstanding customer experience with a passion for seeing others thrive
Motivated by results and finding solutions, you take initiative and exceed customer expectations
Extensive knowledge of investment solutions
Our Investments in You
Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!
The Value You Deliver
Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals
Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future
Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills
You have a steadfast commitment to your clients while making a positive impact in the community
The base salary range for this position is $60,000 - $75,000 per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Certifications: Series 07 - FINRA, Series 66 - FINRA Category: Sales
$60k-75k yearly 2d ago
Strategic Finance Associate - Product
Ziphq, Inc.
Finance associate job in San Francisco, CA
The simple task of buying software, services, or tools at work has become hopelessly complicated at even the most innovative companies in the world. Today, enterprises spend $120T+ per year globally (>30 times larger than annual consumer e-commerce spend) and rely on vendors more than ever before to run their businesses.
Our cofounders started Zip in 2020 to address this seemingly intractable problem with a purpose-built procurement platform that provides a simple, consumer-grade user experience. Within the last 4 years, Zip has created a new category and developed the leading solution in this $50B+ TAM space. Today, the world's leading companies like OpenAI, Snowflake, Anthropic, Coinbase, and Prudential rely on Zip to manage billions of dollars in spend.
We have a world-class team coming from category-defining companies like Airbnb, Meta, Stripe, Salesforce, Apple, and Google. With a $2.2 billion valuation and $370 million in funding from Y Combinator, Tiger Global, BOND, DST Global, and CRV, we're focused on developing cutting-edge technology, expanding into new global markets, and-above all-driving incredible value for our customers. Join us!
Your Role
We are seeking a Strategic FinanceAssociate to join our growing Strategic Finance team, with a focus on Product finance. In this role, you will work closely with Product, Engineering, and GTM leaders to shape the financial strategy of our business. You will build and maintain financial models, develop KPI frameworks, and deliver insights that influence product investments and growth priorities.
This is a high-visibility, high-impact role where you'll play a critical part in connecting product strategy with financial outcomes, supporting long-range planning, and influencing decisions at the executive and board level as Zip continues to scale.
What you'll do
Design and own core financial models that support our annual plan, long-range forecast, and multi-product growth strategy
Partner with Product, GTM, and Operations leaders to set topline targets, evaluate roadmap investments, and align on strategic priorities across the business
Build and maintain KPI frameworks that track product performance and sales efficiency, creating a holistic view of business performance to guide resource allocation decisions
Support executive decision-making by preparing high-quality board materials, investor updates, and leadership presentations
Drive company-wide forecasting and reporting processes across revenue, expenses, headcount, cash flow, and retention metrics
What you'll need
2+ years of private equity, investment banking, consulting, or similar experience
Experience in strategic finance at a high-growth technology company is a plus
Familiarity with technology / SaaS business models
Excellent financial modeling and quantitative skills
Extreme attention to detail and a high regard for precision
Strong written and verbal communication
Ownership mindset with the ability to collaborate across diverse teams and stakeholders
The salary range for this role is $120,000-$160,000. The salary for this position is determined based on a variety of job-related factors that may include location, relevant experience, education, or particular skills and expertise.
Perks & Benefits
At Zip, we're committed to providing our employees with everything they need to do their best work.
📈 Start-up equity
🦷 Full health, vision & dental coverage
🍽️ Catered lunches & dinners for SF employees
🚍 Commuter benefit
🚠 Team building events & happy hours
🌴 Flexible PTO
💻 Apple equipment plus home office budget
💸 401k plan
We're looking to hire Zipsters and that means hiring people who take ownership, communicate openly, have an underdog mindset, and are excited to increase the pace of innovation for every business in the world. We encourage all candidates to apply even if your experience doesn't exactly match up to our job description. We are committed to building a diverse and inclusive workspace where everyone (regardless of age, religion, ethnicity, gender, sexual orientation, and more) feels like they belong. We look forward to hearing from you!
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$120k-160k yearly 5d ago
Strategic Finance Associate, R&D Finance San Francisco, CA
Rippling
Finance associate job in San Francisco, CA
Rippling gives businesses one place to run HR, IT, and Finance. It brings together all of the workforce systems that are normally scattered across a company, like payroll, expenses, benefits, and computers. For the first time ever, you can manage and automate every part of the employee lifecycle in a single system.
Take onboarding, for example. With Rippling, you can hire a new employee anywhere in the world and set up their payroll, corporate card, computer, benefits, and even third-party apps like Slack and Microsoft 365-all within 90 seconds.
Based in San Francisco, CA, Rippling has raised $1.4B from the world's top investors-including Kleiner Perkins, Founders Fund, Sequoia, Greenoaks, and Bedrock-and was named one of America's best startup employers by Forbes.
We prioritize candidate safety. Please be aware that all official communication will only be sent from @ Rippling.com addresses.
About the role
We're looking to hire a Strategic FinanceAssociate to join the R&D Finance team, who will partner with our Research & Development (R&D) teams here at Rippling. R&D spans Engineering, Product Management, Product Design, and Data Science. This role will work directly with senior management within the R&D organization and play a role in key financial decisions.
R&D is a critical component of Rippling's success and this position is fundamental to driving strategic and financial initiatives within the R&D org. Primary responsibilities will include a combination of building and maintaining models, creating new models to evaluate potential investments and product launches, ensuring teams remain within financial guardrails, and partnering with key cross‑functional stakeholders. There will be an emphasis on drawing data‑driven insights to further enhance the impact and success of the R&D org at Rippling.
The role is based in San Francisco, CA (in‑office only). The ideal candidate will have relevant experience in investment banking, investing, or Finance at a high‑growth technology company.
What you will do
Work closely with functional leadership, cross‑functional partners, and colleagues across the Finance organization to support date driven decision making
Support the monthly close and re‑forecast process
Coordinate with Accounting partners to ensure flow of information during close cycles
Create financial models from scratch to size business initiatives and the investment required to achieve them in order to help business leaders make ROI‑based trade‑offs
Evaluate unit economics for new and existing products to understand their margins
Develop a greater depth of understanding around R&D efficiency metrics
Partner with R&D leadership to develop and monitor budgets and headcount needs ensure that the company's financial plan remains on track.
Partner with the business and cross‑functional team members to develop and maintain robust, scalable forecasting models
Coordinate and prepare materials for executive review, including for board meetings and fundraising efforts
What you will need
4+ years of experience in finance. Previous experience in a high‑growth technology company, investing, and/or investment banking is preferred
Bachelor's degree in Finance, Economics, Business, or a related field.
Excellent financial modeling and analytical skills. A track record of building and maintaining complex operating models
Excellent communication - written, verbal, and presentation
Self‑starter with the ability to manage time, deliverables, and cross‑functional relationships
Ability to navigate a fast‑paced, entrepreneurial work environment
Organized, attentive to detail, and intellectually curious
Experience with financial planning tools (e.g. Anaplan) and Salesforce is a plus but not required
Experience partnering with Engineering and Product teams a bonus
If you don't necessarily meet all of the requirements listed here, we still encourage you to apply because skills can be used in lots of different ways, your life experience is equally important sometimes.
Additional Information
Rippling is an equal opportunity employer. We are committed to building a diverse and inclusive workforce and do not discriminate based on race, religion, color, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression, age, sexual orientation, veteran or military status, or any other legally protected characteristics, Rippling is committed to providing reasonable accommodations for candidates with disabilities who need assistance during the hiring process. To request a reasonable accommodation, please email **************************
Rippling highly values having employees working in‑office to foster a collaborative work environment and company culture. For office‑based employees (employees who live within a 40 mile radius of a Rippling office), Rippling considers working in the office, at least three days a week under current policy, to be an essential function of the employee's role.
This role will receive a competitive salary + benefits + equity. The salary for US‑based employees will be aligned with one of the ranges below based on location; see which tier applies to your location here.
A variety of factors are considered when determining someone's compensation-including a candidate's professional background, experience, and location. Final offer amounts may vary from the amounts listed below.
The pay range for this role is:
96,000 - 160,000 USD per year (US Tier 1)
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$53k-104k yearly est. 2d ago
Head of Finance
Nudge Real Estate
Finance associate job in San Francisco, CA
About Nudge
At Nudge, our mission is to develop the best technology for interfacing with the brain to improve people's lives. We're starting with an approach that we believe can help the most people the fastest, and also allow us to learn as much about the brain as possible: developing a non-invasive, ultrasound-based device that can stimulate and image the brain at high resolution and depth. This is a vertically integrated effort building cutting-edge hardware, software, and research capabilities to create products that can benefit millions - and eventually billions - of people.
We've brought together a team of the best, who believe hard things are worth doing. To succeed, we need to assemble world-class teams across everything we do. We hire people who are exceptional at their craft, do the real work, and execute relentlessly - people who expect the highest levels of both rigor and integrity from each other.
About the role
As the head of finance at Nudge, you will:
Own all financial operations end-to-end: accounting, FP&A, tax, treasury, and procurement.
Build scalable systems, tools, and controls to support rapid growth.
Ensure financial accuracy, transparency, and efficiency across the company.
Partner with leadership on planning, runway, and capital allocation.
About you
10+ years of experience leading finance at an early-stage or high-growth tech/R&D company.
Hands-on experience across accounting, FP&A, and operational finance.
Comfortable switching between strategic planning and hands-on execution.
Built and scaled financial systems and processes from the ground up.
Excellent analytical, organizational, and communication skills.
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A pioneering AI company in San Francisco seeks a Strategic FinanceAssociate to support financial operations and strategic decisions. The ideal candidate will have 2 to 5 years of relevant experience in finance, excellent communication skills, and a strong commitment to the company's mission. This role offers competitive compensation, health benefits, and opportunities for professional growth as part of a small, talented team dedicated to advancing open superintelligence.
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How much does a finance associate earn in San Ramon, CA?
The average finance associate in San Ramon, CA earns between $38,000 and $141,000 annually. This compares to the national average finance associate range of $50,000 to $130,000.
Average finance associate salary in San Ramon, CA
$74,000
What are the biggest employers of Finance Associates in San Ramon, CA?
The biggest employers of Finance Associates in San Ramon, CA are: