Sap Finance Control Consultant
Finance associate job in San Jose, CA
Job Title: SAP FICO Techno-Functional Consultant
Clearance Requirement: U.S. Citizen or Green Card Holder
Employment Type: Contract
Job SummaryLooking for Strong S/4 Hana FI resource with implementation exp. who must have worked with any Tier 1 companies (like Deloitte, Accenture, EnY etc),ready to work from PayPal SanJose office.
Job details :
• Minimum 8+ years of work experience in SAP FICO, including enhancement and support projects
• Exposure to S/4HANA Simple finance and Migration process
• Experience in implementation minimum of 2 projects
• Profound understanding of Digital transformation and its impact on SAP
• Exposure in New General ledger, Payables, receivables, Asset accounting, controlling and Integration with other modules
• Extensive knowledge in Financial accounting and closing operations
• Experience with working in custom developments and interfaces.
• Strong knowledge in Business processes and best practices
Sap Finance Control Consultant
Finance associate job in Foster City, CA
**Please only apply if you are currently a Bay Area resident**
Title: SAP Controlling (CO) Consultant
Job Type: Contract - W2
Contract Length: 6+ Months
About the Opportunity:
Our client, a leader in the Autonomous Technology industry, is looking for a skilled SAP Controlling (CO) Consultant to join their team for a 6+ month engagement. This project involves designing, configuring, and implementing SAP CO solutions (focusing on Product Costing and CO-PA) to optimize controlling processes within a rapidly scaling manufacturing and automotive environment. This is a high-impact role that requires a self-motivated professional who can hit the ground running and deliver results quickly.
Key Responsibilities & Deliverables:
This role is focused on the successful completion of specific tasks and deliverables. Your responsibilities will include:
Design and Implement CO: Lead the design, configuration, and implementation of core SAP CO modules, including Product Costing (Standard & Actual), Material Ledger, and Profitability Analysis (CO-PA).
Integration & Process Optimization: Ensure seamless integration across SAP modules (FI, MM, SD, PP) and drive process optimization in areas like costing runs and variance analysis for automotive operations.
Stakeholder Collaboration: Collaborate with finance, manufacturing, and supply chain teams to gather requirements, analyze processes, and deliver tailored SAP CO solutions.
Functional Specifications: Conduct workshops, prepare functional specifications, and guide ABAP/technical teams during the development life cycle.
Testing and Support: Perform system testing, support UAT, and act as a Subject Matter Expert (SME) for CO in post-go-live stabilization and new S/4HANA innovations.
Required Skills & Experience:
We are looking for someone with a proven track record of successful contract engagements. The ideal candidate will have:
7+ years of SAP CO functional experience with strong manufacturing domain knowledge.
Deep expertise in Product Costing, Material Ledger, and CO-PA in manufacturing/automotive industries, along with a solid knowledge of S/4HANA Finance/CO. This isn't a learning role-you need to be a subject matter expert.
Demonstrated ability to work autonomously and manage your own time effectively to meet project goals.
Experience with at least 2 full-cycle SAP implementations, strong FI integration knowledge, and exposure to automotive costing models.
Strong communication skills to provide clear and concise status updates to the project team, coupled with excellent problem-solving and stakeholder management skills.
Financial Analyst
Finance associate job in Dublin, CA
Title: Financial Analyst
Duration: 6 month contract to hire
Client Industry: Retail
We are seeking an intellectually curious and self-motivated Senior Financial Analyst to join the Corporate Financial Planning & Analysis (FP&A) team. This role is critical in driving long-term growth and financial results through forecasting, budgeting, reporting, and strategic analysis. The Senior Financial Analyst will provide insights to senior leadership and partner effectively across the organization to influence decision-making.
Must-Haves
Education: Bachelor's degree in an analytical field with strong academic performance.
Experience: 3-5 years post-college experience in financial analysis and planning (preferably within retail or corporate FP&A).
Technical Skills:
Advanced Excel and financial modeling.
Proficiency in PowerPoint.
Ability to learn and use financial systems (e.g., PowerBI, MicroStrategy, Hyperion, Peoplesoft Financial Systems).
Analytical Ability: Strong capability to synthesize data, reconcile work, and design analyses to answer specific questions.
Detail Orientation: High attention to accuracy and quality.
Character: Unquestionable integrity and ability to handle confidential information.
Communication: Clear and effective verbal and written communication skills.
Work Environment: Ability to work in-office regularly with hybrid flexibility.
Plusses
CFA or MBA.
Experience in retail industry.
Familiarity with Flash Sales reporting tools.
Forward-thinking, resourceful mindset with comfort in ambiguity.
Strong problem-solving skills and ability to manage changing priorities.
Compensation: $40.00-50.00/HR
Conversion Salary Expectations: $100,000/YR
Associate, Ecosystem Strategic Finance
Finance associate job in Mountain View, CA
LinkedIn is the world's largest professional network, built to create economic opportunity for every member of the global workforce. Our products help people make powerful connections, discover exciting opportunities, build necessary skills, and gain valuable insights every day. We're also committed to providing transformational opportunities for our own employees by investing in their growth. We aspire to create a culture that's built on trust, care, inclusion, and fun - where everyone can succeed.
Join us to transform the way the world works.
Job Description
At LinkedIn, our approach to flexible work is centered on trust and optimized for culture, connection, clarity, and the evolving needs of our business. The work location of this role is hybrid, meaning it will be performed both from home and from a LinkedIn office on select days, as determined by the business needs of the team.
This role will be based in our San Francisco, CA or Mountain View, CA office.
Our Ecosystem Strategic Finance team is searching for an Associate for Ecosystem Strategy & Performance. This person will partner with our Product Executive team on strategic and operational projects focused on expanding growth, health, and value delivered within the LinkedIn member ecosystem. A strong candidate will be able to demonstrate a track record of strategic insight, analytical rigor, and synthesized communication to senior leadership.
Responsibilities:
Strategic Thinking
* Contributes to strategy development with business partners, within a limited scope.
* Begins to validate and execute routine pressure testing of growth opportunities.
* Operationalizes ideas and develops plans for execution with support from more senior team members.
* Supports collaborative relationships with other teams and utilizes input and feedback to develop an understanding of their priorities and constraints.
Stakeholder Influence
* Communicates implications of work (e.g., forecasts, analyses, trends) to management and cross-functional stakeholders with the necessary business context.
* Leverages insights and data to develop narratives to influence stakeholders with some guidance.
* Synthesizes problems and communicates point of view to support decision-making on issues related to individual work in smaller group discussions.
Execution & Organization
* Collaborates with cross-functional stakeholders to support the growth of initiatives by providing a metrics-oriented perspective, with some supervision.
* Communicates with stakeholders to answer a variety of questions.
* Develops standard workstreams and operational processes according to defined procedures.
* Begins to identify obstacles within immediate scope and makes recommendations.
Performance Management
* Supports performance management by creating, maintaining, and updating basic models and forecasts for assigned metrics.
* Access, transform, and synthesize data from cross-platform data sources and analyze to assess signals, trends, and risks, with some support from more senior team members.
* Leverages comprehensive knowledge to develop hypotheses using identified signals, trends, and risks.
* Executes ad hoc analyses to prove/disprove hypotheses and address well-defined business questions, deriving actionable insights from results.
* Begins to work with cross-functional teams to design experiments to close deviations from targets.
Culture & Values
* Supports the culture and values of the organization, including diversity, inclusion, and belonging, by collaborating with and helping others and participating in organization-wide events/initiatives.
* Seeks out feedback and provides constructive feedback to colleagues.
* Takes advantage of opportunities for career growth and skill development.
Qualifications
Basic Qualifications
* Bachelor's Degree in Business, Business Analytics, Finance, or related field.
* 1+ years of experience in finance, finance accounting, management consulting, investment banking, or related field OR equivalent experience.
Preferred Qualifications
* Background in management consulting, investment banking, private equity, strategy or an operational or growth role within a technology company
* Experience with SQL
* Proactive and passionate: You're independently capable of seeking information, solving conceptual problems, corralling resources, and delivering results in challenging situations
* High-energy, team-first attitude: You're motivated to work collaboratively in a fast-paced, ever-changing environment to help our growing business
* Highly analytical: You're analytical, with experience decomposing and solving real world business problems
* Concise and effective communications: You're able to articulately present and debate recommendations with cross-functional teams and senior leadership
Suggested Skills
* Data Analysis
* Communication
* Strategic Thinking
* Project Management
* Stakeholder Management
LinkedIn is committed to fair and equitable compensation practices.
The pay range for this role is $80,000 to $128,000. Actual compensation packages are based on several factors that are unique to each candidate, including but not limited to skill set, depth of experience, certifications, and specific work location. This may be different in other locations due to differences in the cost of labor.
The total compensation package for this position may also include annual performance bonus, stock, benefits and/or other applicable incentive compensation plans. For more information, visit **************************************
Additional Information
Equal Opportunity Statement
We seek candidates with a wide range of perspectives and backgrounds and we are proud to be an equal opportunity employer. LinkedIn considers qualified applicants without regard to race, color, religion, creed, gender, national origin, age, disability, veteran status, marital status, pregnancy, sex, gender expression or identity, sexual orientation, citizenship, or any other legally protected class.
LinkedIn is committed to offering an inclusive and accessible experience for all job seekers, including individuals with disabilities. Our goal is to foster an inclusive and accessible workplace where everyone has the opportunity to be successful.
If you need a reasonable accommodation to search for a job opening, apply for a position, or participate in the interview process, connect with us at accommodations@linkedin.com and describe the specific accommodation requested for a disability-related limitation.
Reasonable accommodations are modifications or adjustments to the application or hiring process that would enable you to fully participate in that process. Examples of reasonable accommodations include but are not limited to:
* Documents in alternate formats or read aloud to you
* Having interviews in an accessible location
* Being accompanied by a service dog
* Having a sign language interpreter present for the interview
A request for an accommodation will be responded to within three business days. However, non-disability related requests, such as following up on an application, will not receive a response.
LinkedIn will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by LinkedIn, or (c) consistent with LinkedIn's legal duty to furnish information.
San Francisco Fair Chance Ordinance
Pursuant to the San Francisco Fair Chance Ordinance, LinkedIn will consider for employment qualified applicants with arrest and conviction records.
Pay Transparency Policy Statement
As a federal contractor, LinkedIn follows the Pay Transparency and non-discrimination provisions described at this link: ********************************
Global Data Privacy Notice for Job Candidates
Please follow this link to access the document that provides transparency around the way in which LinkedIn handles personal data of employees and job applicants: ********************************************
Technology Investment Banking - Vice President, Software (Menlo Park, CA)
Finance associate job in Menlo Park, CA
Morgan Stanley's Investment Banking Group provides industry, regional and product expertise to corporations, institutions and government clients in order to develop and execute innovative and customized solutions to the most challenging strategic and financing issues faced in the global marketplace. The Banking Group is comprised of a number of industry groups, which work closely with product team members in Mergers & Acquisitions, Global Capital Markets, Real Estate, and other industry groups throughout the Firm to provide relevant market insight, product creativity, and execution expertise to clients. These solutions include initial public offerings; public and private equity and equity-linked financings; mergers, acquisitions and restructurings; defense advisory assignments; strategic partnerships; public and private debt placements; share repurchases; and hedging, swaps and derivative transactions.
Our Menlo Park office is looking for a Vice President with prior experience in the Software industry to join the Technology Investment Banking Group. The successful candidate will have the opportunity to work with regional and international clients on a wide range of complex transactions including acquisitions, divestitures, mergers, joint ventures, corporate restructurings, shareholder relations, recapitalizations, leveraged buyouts and defenses against unsolicited takeover attempts, strategic advisory assignments and executions of public and private capital markets transactions, such as initial public offerings. The successful candidate will work closely with professionals throughout the firm to deliver high quality advice to our clients. You will play an important role on a team that includes senior professionals who will encourage you to go beyond the numbers and think creatively.
Qualifications:
* 6+ years of relevant experience within investment banking, or an MBA with 3+ years of experience, and with a proven track record working on complex executed deals across M&A and various industry sectors
* Experience in the software industry is strongly preferred, but not required
* Strong written and verbal communication, client and interpersonal skills
* Commercial instinct and ability to perform under pressure and tight deadlines
* Bachelor's degree is required; an MBA and/or CFA designation would be an asset
* Series licensed or must obtain
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Expected base pay rates for the role will be $275,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
Auto-ApplyTechnology Investment Banking - Vice President, Software (Menlo Park, CA)
Finance associate job in Menlo Park, CA
Morgan Stanley's Investment Banking Group provides industry, regional and product expertise to corporations, institutions and government clients in order to develop and execute innovative and customized solutions to the most challenging strategic and financing issues faced in the global marketplace. The Banking Group is comprised of a number of industry groups, which work closely with product team members in Mergers & Acquisitions, Global Capital Markets, Real Estate, and other industry groups throughout the Firm to provide relevant market insight, product creativity, and execution expertise to clients. These solutions include initial public offerings; public and private equity and equity-linked financings; mergers, acquisitions and restructurings; defense advisory assignments; strategic partnerships; public and private debt placements; share repurchases; and hedging, swaps and derivative transactions.
Our Menlo Park office is looking for a Vice President with prior experience in the Software industry to join the Technology Investment Banking Group. The successful candidate will have the opportunity to work with regional and international clients on a wide range of complex transactions including acquisitions, divestitures, mergers, joint ventures, corporate restructurings, shareholder relations, recapitalizations, leveraged buyouts and defenses against unsolicited takeover attempts, strategic advisory assignments and executions of public and private capital markets transactions, such as initial public offerings. The successful candidate will work closely with professionals throughout the firm to deliver high quality advice to our clients. You will play an important role on a team that includes senior professionals who will encourage you to go beyond the numbers and think creatively.
Qualifications:
6+ years of relevant experience within investment banking, or an MBA with 3+ years of experience, and with a proven track record working on complex executed deals across M&A and various industry sectors
Experience in the software industry is strongly preferred, but not required
Strong written and verbal communication, client and interpersonal skills
Commercial instinct and ability to perform under pressure and tight deadlines
Bachelor's degree is required; an MBA and/or CFA designation would be an asset
Series licensed or must obtain
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Expected base pay rates for the role will be $275,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
Auto-ApplyInterested in a future role?
Finance associate job in Sunnyvale, CA
About the Team:
Born at X, Google's Moonshot Factory, Taara is on a mission to connect billions of people lacking abundant and affordable internet today by pioneering the way we use light to deliver faster, cheaper, more reliable connectivity. Lead the charge in bringing our groundbreaking wireless optical communication and photonics chip technologies to the world. Drive our growth story as we scale innovative solutions across the world. Join us to light the way for bridging the digital divide and illuminating the future.
Don't see a current role that is a fit? Please apply here.
Auto-ApplyJunior Trader
Finance associate job in Alamo, CA
At Tanius we have a high standard. Our people come in each day ready to work hard, adapt to new challenges, and find solutions. We are looking for motivated individuals to develop and run trades. Your role will include training on the Tanius platform of tools for trading and risk management, deep tick by tick research guis, historical tick databases available for python research, and clusters for large scale simulation and optimization.
This position will be tailored to employ your strengths. We are looking for self-starters with a passion for trading.
No trading experience is necessary, but a track record of persistence and accomplishing hard things is what are are looking for. We will provide training and mentorship to get you ready for your role.
Trading is a high pressure environment, in which we take risk management and compliance with regulations at the core of what we do.
This is an on premise position in Alamo, CA. Remote options for this role will not be considered.
Qualifications
Bachelor's degree in Finance, Economics, Mathematics, Computer Science, or a related field.
Experience or interest in programming (Excel, Python etc)
Strong interest in financial markets and trading.
Strong communication and interpersonal skills.
High level of attention to detail and accuracy.
Ability to work well in a team and under pressure.
Self-motivated with a strong desire to learn and succeed.
Benefits
Competitive salary with performance-based bonuses.
Comprehensive health insurance.
Paid time off and holidays.
Collaborative and innovative work environment.
Auto-ApplyFinance Intern
Finance associate job in Walnut Creek, CA
at Wind River
Finance Intern ABOUT WIND RIVER Wind River is a global leader in delivering software for mission-critical intelligent systems. For more than four decades, the company has been an innovator and pioneer, powering billions of systems that require the highest levels of security, safety, and reliability. Wind River helps customers across automotive, aerospace, defense, industrial, medical, and telecommunications industries solve complex technology challenges on their journey toward the new intelligent machine economy. The company's software powers generation after generation of the safest, most secure systems in the world. Examples include playing a key role in NASA space missions such as Artemis I, the James Webb Space Telescope, and multiple Mars rovers. We've achieved recent 5G milestones including the world's first successful 5G data session with Verizon and building one of the largest Open RAN networks in the world with Vodafone. The company has received industry recognition for its technology innovation and leadership, and for its workplace culture, including global Great Place to Work certification and being named a “Top Workplace” for ten consecutive years. If you want to be part of a unique culture where the lived experience is based on our cultural attributes of growth mindset, customer-focus, and diversity, equity, inclusion & belonging, come join us and help advance the future software defined world.
YOUR ROLEWe are seeking a motivated Finance Intern to join our team for a hands-on learning experience in a dynamic corporate environment. This internship offers the opportunity to work closely with finance professionals, gain exposure to financial analysis, reporting, and business processes, and develop skills that will support your future career in finance. In your daily job you will:
Assist with financial analysis, budgeting, and forecasting.
Support the preparation of financial reports and presentations.
Conduct research and data analysis to provide insights on financial trends.
Collaborate with cross-functional teams to improve financial processes.
Participate in audits, compliance activities, and other finance-related projects.
Perform ad hoc tasks as assigned by the finance team.
HOW YOU WILL CONTRIBUTE Key skills and competencies for succeeding in this role are:
Pursuing a bachelor's degree in Finance, Economics, Business Administration, or other relevant field
Assist with financial analysis, budgeting, and forecasting.
Support the preparation of financial reports and presentations.
Conduct research and data analysis to provide insights on financial trends.
Collaborate with cross-functional teams to improve financial processes.
Participate in audits, compliance activities, and other finance-related projects.
Perform ad hoc tasks as assigned by the finance team.
Assist with financial analysis, budgeting, and forecasting.
Support the preparation of financial reports and presentations.
Conduct research and data analysis to provide insights on financial trends.
Collaborate with cross-functional teams to improve financial processes.
Participate in audits, compliance activities, and other finance-related projects.
Perform ad hoc tasks as assigned by the finance team.
APPLICANT PRIVACY NOTICE: Your privacy is of the utmost importance to us. At Wind River, we strictly adhere to all applicable data privacy laws. Please review Wind River's Applicant Privacy Notice, which can be found here .
“Wind River is an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, sex, gender identity, sexual orientation, disability status, protected veteran status or any other characteristic protected by law”
SECURITY CLEARANCE REQUIREMENTS Successful candidates must engage in a security clearance process in regard to their citizenship in order to perform fundamental job duties, as per applicable law. In particular, candidates with certain citizenship may not be able to perform such fundamental job duties. Currently, this includes citizens of the following countries: Belarus; Burma; China; Cuba; Iran; North Korea; Syria; Venezuela; Afghanistan; Cambodia; Central African Republic; Cyprus; Democratic Republic of Congo; Ethiopia; Eritrea; Haiti; Iraq; Lebanon; Libya; Russia; Somalia; South Sudan; Sudan; Zimbabwe. The security clearance process may take a significant amount of time to complete, and any offer of employment will be contingent on the candidate's legal ability to perform the fundamental job duties. Wind River is committed to meeting its obligations to candidates under applicable human rights law and privacy law in this regard.
Auto-ApplySales Financial Analyst
Finance associate job in Fremont, CA
@HYVE Solutions, missions to help customers, business partners, and employees achieve success through shared goals, strategies, resources and technology solutions.
Hyve Solutions is a leader in the data center solutions industry, designing, manufacturing, and delivering custom Server, Storage, and Networking Solutions to the world's largest Cloud, Social Media, and Enterprise companies. We pride ourselves on collaboration, innovation and thought leadership. Our team consists of diverse, forward-thinking individuals who dare to challenge the status quo, while working with many of the world's biggest customers. Hyve Solutions is a part of Synnex Corporation, a Fortune 500 company. Become part of a team that thrives on excellence in a fast changing, high-growth technology environment!
Hyve Solutions is looking for a detail-oriented, hands-on, results-driven individual with proven communication skills and a strong work ethic to work in a challenging, fast-paced, energetic environment with responsibilities that include working with both sales and finance teams to determine pricing, and overhead cost, they will review quotes.
Responsibilities:
• Work with Sales and Finance Team to accurately determine Overhead Costs (DL, IDL, SGA, MFG OH, Warehouse OH) by Account(s)
• Review quote templates and ensure standard templates by account
• Creation of Macro tools and logic to validate quote accuracy and up to date Pricing
• Work with account teams to simulate margins and profitability for RFQs and Sustaining Business.
• Comparing current quotes, against sales orders to validate profitability and overhead accuracy across Finance Reporting.
• Ensure Sales Account Teams are aware of Cost Recovery items and ensure these are covered by Sales/SalesOps in Recovery projects
Enhance Forecast Model for Sales Team
Requirements:
BS Degree, Business or Finance plus 2-5 years of related experience in a analytical role.
Must have the ability to assess data and identify patterns, effective projection and forecasting skills, and have good working knowledge using all Microsoft office products with strong excel skills.
This position will interact with different departments in our organization, we require excellent written and verbal communication skills.
Salary: $71,000K-$90.5K+DOE
@ HYVE Solutions, we believe employees are our greatest asset and we empower them to make a difference in our business. Diversity and inclusion make us all better. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status.
Auto-ApplyCorporate Finance Analyst
Finance associate job in Palo Alto, CA
xAI's mission is to create AI systems that can accurately understand the universe and aid humanity in its pursuit of knowledge. Our team is small, highly motivated, and focused on engineering excellence. This organization is for individuals who appreciate challenging themselves and thrive on curiosity. We operate with a flat organizational structure. All employees are expected to be hands-on and to contribute directly to the company's mission. Leadership is given to those who show initiative and consistently deliver excellence. Work ethic and strong prioritization skills are important. All engineers are expected to have strong communication skills. They should be able to concisely and accurately share knowledge with their teammates.
About the Role
We are seeking a dynamic and driven Corporate Finance Analyst to join our high-performance finance team in the Bay Area. In this role, you will play a pivotal role in shaping xAI's financial strategy by building sophisticated operational models to support our rapid growth as a trailblazing AI company. You'll collaborate with cross-functional teams to drive financial discipline and deliver actionable insights that fuel our mission. The ideal candidate is a relentless, high-octane performer with exceptional analytical skills, a passion for tackling complex challenges, and the ability to thrive in a fast-paced, high-stakes environment.
Responsibilities
Lead financial analysis and forecasting to support xAI's global scaling efforts, ensuring precision and accuracy in all financial models.
Design and maintain advanced operational models to monitor performance and drive strategic monetization initiatives.
Partner with Engineering, Data Center, and Operations teams to ensure financial discipline and support complex, high-impact cross-functional projects.
Tackle critical financial projects, including optimizing working capital, refining cost structures, and navigating strategic pivots under tight deadlines.
Deliver clear, data-driven, and actionable recommendations to leadership, translating complex financial insights into compelling narratives that drive immediate impact.
Act as a versatile team player, stepping in to address unfamiliar challenges with precision and adaptability.
This is an in-person role based in Palo Alto, CA, with up to 25% travel required.
Required Qualifications
2-4 years of experience as an Investment Banking Analyst or Associate, with proven expertise in complex financial modeling.
Exceptional analytical skills with a track record of delivering high-quality results in high-pressure environments.
Elite communication abilities, capable of distilling intricate financial data into clear, compelling narratives for diverse stakeholders.
Self-motivated, proactive, and able to work both independently and collaboratively within a team.
Comfortable thriving in a fast-paced, high-stakes, and hardcore environment that demands grit and resilience.
Preferred Qualifications
Strong sense of ownership, curiosity, and enthusiasm for tackling complex financial challenges with sound judgment.
Passion for problem-solving and a proactive drive to deliver impactful results.
High energy and resilience to excel in a dynamic, mission-driven organization.
A sense of adventure and humor to navigate challenges with a positive mindset.
Annual Salary Range
$200,000 - $250,000 USD
Benefits
Base salary is just one part of our total rewards package at xAI, which also includes equity, comprehensive medical, vision, and dental coverage, access to a 401(k) retirement plan, short & long-term disability insurance, life insurance, and various other discounts and perks.
xAI is an equal opportunity employer.
California Consumer Privacy Act (CCPA) Notice
Auto-ApplyPrivate Client Banker - Saratoga Ave - San Jose, CA
Finance associate job in San Jose, CA
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
Compliance with Dodd Frank/Truth in Lending Act*
High school degree, GED, or foreign equivalent
Adherence to policies, procedures, and regulatory banking requirements
Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
Excellent communication skills
College degree or military equivalent
Experience cultivating relationships with affluent clients
Strong team orientation with a commitment of long-term career with the firm
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
Auto-ApplyFinance Analytics & AI Enablement Intern
Finance associate job in San Jose, CA
Role Summary Join Align's Finance Analytics team for a hands-on summer internship focused on data-driven decision-making and AI-powered solutions. You'll work on financial analysis, forecasting, and automation projects, leveraging tools like Power BI, Python, and Copilot AI to enhance planning and reporting Role Expectations * Assist in data analysis, forecasting, and reporting for annual planning and monthly reviews. * Build and optimize dashboards and predictive models to support business and growth tracking. * Explore and implement AI-driven tools (e.g., Copilot, machine learning models) to improve financial workflows. * Collaborate with Product, Marketing, and IT teams to integrate automation into planning processes. * Document processes and provide recommendations for efficiency improvements. * Support ad-hoc analysis and data visualization for leadership presentations. What We're Looking For * Education: Pursuing a Bachelor's or Master's degree in Finance, Data Science, Business Analytics, or related field. * Skills: * Strong analytical and problem-solving abilities *
Proficiency in Excel, Power BI, and data visualization tools *
Basic knowledge of Python/R and SQL * * Technical: Familiarity with AI/ML concepts and interest in Copilot or similar AI assistants. * Communication: Ability to present insights clearly and collaborate effectively. * Teamwork: Comfortable working independently and in cross-functional teams. Complementary Skills * Experience with Business & financial modeling and forecasting techniques. * Exposure to cloud-based analytics platforms and automation tools. * Strong attention to detail and ability to manage multiple priorities. .
Auto-ApplyFinancial Planning & Analysis Intern, application via RippleMatch
Finance associate job in San Jose, CA
This role is with RippleMatch's partner companies. RippleMatch partners with hundreds of companies looking to hire top talent.
About RippleMatch
RippleMatch is your AI-powered job matchmaker. Our platform brings opportunities directly to you by matching you with top employers and jobs you are qualified for. Tell us about your strengths and goals - we'll get you interviews! Leading employers leverage RippleMatch to build high-performing teams and Gen Z job seekers across the country trust RippleMatch to launch and grow their careers.
Requirements for the role:
Currently pursuing a Bachelor's or Master's degree in Finance, Accounting, Economics, or a related field.
Basic understanding of financial concepts, including budgeting, forecasting, and financial modeling.
Previous internship or project experience in finance, accounting, or related fields is preferred.
Ability to assist in the preparation of detailed financial reports and analysis, including variance analysis and financial projections.
Strong analytical skills, with the capability to work with large datasets and perform complex numerical calculations.
Good organizational and project management skills, capable of managing multiple tasks and contributing to collaborative projects.
Effective communication and interpersonal skills, essential for working with finance teams and explaining financial concepts to non-finance stakeholders.
Proficiency with Microsoft Office, particularly Excel, and familiarity with financial modeling tools.
Eagerness to learn about financial strategy, market trends, and the operational impacts on finances.
Creativity and innovation in developing financial solutions to business challenges.
Auto-ApplyFinance Intern
Finance associate job in San Jose, CA
Team: Finance
Etched is building the world's first AI inference system purpose-built for transformers - delivering over 10x higher performance and dramatically lower cost and latency than a B200. With Etched ASICs, you can build products that would be impossible with GPUs, like real-time video generation models and extremely deep & parallel chain-of-thought reasoning agents. Backed by hundreds of millions from top-tier investors and staffed by leading engineers, Etched is redefining the infrastructure layer for the fastest growing industry in history.
We are an in-person team in San Jose, CA, and are on-site 5 days a week.
The role
As we scale our company, we will face many operational challenges. From deciding pricing, SKUs, and unit economics to accounting, financing strategies, and supply chain management, we are looking for a Finance intern to tackle strategic financial challenges and execute on our day-to-day finance operations.
You will work closely with the executive team to drive financial models, assist with purchase orders and accounts payable, and learn about key strategic issues across the organization, from supply chain to product. You'll get hands-on experience across FP&A, accounting operations, vendor payments, and pricing/unit economics modeling.
You may be a good fit if you have:
Previous internship experience in consulting, banking, or early startup environments
Understanding of cash flow management, bank reconciliation, and bookkeeping
Track record of excellent project management and data analysis skills
Willingness to do a broad set of finance, accounting, and operations work
Comfort with Excel/Sheets or basic financial modeling
We encourage you to apply even if you do not believe you meet every qualification.
Strong candidates may also have experience with:
Technical Curiosity: experience, education, or interest in computer science, electrical engineering, artificial Intelligence, or a related field.
Industry interest: Deep curiosity about the AI ecosystem, including emerging trends, cutting-edge technologies, and industry innovations.
Startup Acumen: Interest in startup finance (equity, cap tables, fundraising)
Program details:
12-week paid internship (June - August 2026)
Generous housing support for those relocating
Daily lunch and dinner in our office
Based at our office in San Jose, CA
Direct mentorship from industry leaders and world-class engineers
Opportunity to work on one of the most important problems of our time
For any questions, contact **********************.
How we're different
Etched believes in the Bitter Lesson. We think most of the progress in the AI field has come from using more FLOPs to train and run models, and the best way to get more FLOPs is to build model-specific hardware. Larger and larger training runs encourage companies to consolidate around fewer model architectures, which creates a market for single-model ASICs.
We are a fully in-person team in West San Jose, and greatly value engineering skills. We do not have boundaries between engineering and research, and we expect all of our technical staff to contribute to both as needed.
Etched is an equal opportunity employer. We value diversity and do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
Auto-ApplyBanker Position (Floater)
Finance associate job in San Jose, CA
Depending on experience, you could be the next Client Service Representative II, III, or Senior level Client Service Representative. This position will provide support to the following branches: San Francisco, Menlo Park, San Jose West, San Jose Downtown, Los Altos, San Mateo, and Millbrae. Please see below for more details and we look forward to connecting with you! Apply today!
Summary: Senior New Accounts/CSR III (Floater):
The position is required to be knowledgeable and skilled in opening new consumer and complex business accounts. Responsible for processing all new account transactions; assisting clients in their selection of various accounts and financial services; actively cross selling the Bank's products and services; maintaining and closing of all account types; performing branch clerical duties; promotes business for the Bank by maintaining good client relations and referring clients to appropriate staff and partners for new services. Will be required to travel Ensures compliance with all Bank policies and procedures and all applicable state and federal banking regulations.
Summary: New Accounts/CSR III (Floater): The position is required to be knowledgeable and skilled in opening new consumer and basic business accounts. Responsible for processing all new account transactions; assisting clients in their selection of various accounts and financial services; actively cross selling the Bank's products and services; maintaining and closing of all account types; performing branch clerical duties; promotes business for the Bank by maintaining good client relations and referring clients to appropriate staff and partners for new services. This position does not have supervisory authority. Will be required to travel. Ensures compliance with all Bank policies and procedures and all applicable state and federal banking regulations.
Summary: New Accounts/CSR II (Floater): The position is required to be knowledgeable and skilled in opening new consumer accounts. Responsible for processing all new account transactions; assisting clients in their selection of various accounts and financial services; actively cross selling the Bank's products and services; maintaining and closing of all account types; performing branch clerical duties; promotes business for the Bank by maintaining good client relations and referring clients to appropriate staff and partners for new services. This position does not have supervisory authority. Will be required to travel. Ensures compliance with all Bank policies and procedures and all applicable state and federal banking regulations.
Qualifications: Senior New Accounts/CSR III (Floater):
A minimum of three years banking teller experience is required
Advanced experience with opening consumer accounts and complex business accounts is required
Prior supervisory experience is preferred
Minimum of three years strong customer relations skills and the ability to communicate and work well with employees and customers in a cooperative and positive manner
Possesses strong knowledge of basic banking regulations such as BSA and Information Security
Must possess excellent judgment and the ability to accept responsibility and handle confidential information
Must be proficient in using Word, Excel, and Outlook applications and banking programs
Qualifications: New Accounts/CSR III (Floater):
A minimum of 2 years banking teller experience is required
Experience with opening consumer accounts and basic business accounts is required
Minimum of two years strong customer relations skills and the ability to communicate and work well with employees and customers in a cooperative, positive manner
Possesses working knowledge of basic banking regulations such as BSA and Information Security
Must possess excellent judgment and the ability to accept responsibility and handle confidential information
Must be proficient in using Word, Excel, and Outlook applications and banking programs
Qualifications: New Accounts/CSR II (Floater):
A minimum of one year of banking teller experience is required
Beginner experience with opening consumer accounts is required
Beginner experience opening basic business accounts is preferred
Minimum of one year of strong customer relations skills and the ability to communicate and work well with employees and customers in a cooperative, positive manner
Must possess excellent judgment and the ability to accept responsibility and handle confidential information
Must be proficient in using Word, Excel, and Outlook applications and banking programs
Essential Duties: Senior New Accounts/CSR III (Floater):
Effectively interviews and profiles customers to recommend appropriate banking products and services
Actively takes advantage of all sales opportunities, cross-selling bank products, and services to new and existing customers, ensuring recommended products meet the customer's needs, and referring clients to appropriate staff and/or partner(s) as needed
Generates new business to assist in meeting bank profitability and branch goals
Effectively partners with other business lines within the Bank to identify sales opportunities and provide an outstanding customer experience
In conjunction with the Manager, makes monthly business development calls as assigned
Open and support consumer and business checking, savings, CDs, IRAs, and Trust & Estate Accounts
Support business clients with essential Treasury Services, i.e., RDC (Check Scanner), Armored, and Courier Service
Maintains thorough knowledge of bank products and services
Maintains knowledge and stays abreast of applicable New Account laws, procedures, proper account titling, and required documentation
Ensures all documentation is approved and uploaded in the core system
Processes teller transactions as needed and maintains an excellent balancing record
Responds to client inquiries and requests regarding account
Adheres to Banking regulations, including but not limited to Bank Secrecy Act
As assigned may gather data and process various reports (e.g., currency transactions, returned items, overdrafts, callbacks, etc.)
Provide expedient and courteous service to all clients both in person and on the phone
Consistently models exemplary customer service
Actively listens to customers and maintains a friendly, positive, professional attitude. Resolves difficult situations with creativity, tact, and diplomacy
Proactively identify and retain "at-risk" customers
Look for ways to pleasantly surprise our customers, i.e., doing something above and beyond their expectations that makes them feel special
Other duties as assigned
Essential Duties: New Accounts/CSR III (Floater):
Effectively interviews and profiles customers to recommend appropriate banking products and services
Actively takes advantage of all sales opportunities, cross-selling bank products, and services to new and existing customers, ensuring recommended products meet the customer's needs, and referring clients to appropriate staff and/or partner(s) as needed
Generates new business to assist in meeting bank profitability and branch goals
Effectively partners with other business lines within the Bank to identify sales opportunities and provide an outstanding customer experience
Open and support consumer and business checking, savings, CDs, IRAs, and Trust & Estate Accounts
Maintains thorough knowledge of bank products and services
Maintains knowledge and stays abreast of applicable New Account laws, procedures, proper account titling, and required documentation
Ensures all documentation is approved and uploaded in the core system
Processes teller transactions as needed and maintains an excellent balancing record
Responds to client inquiries and requests regarding account
Adheres to Banking regulations, including but not limited to Bank Secrecy Act
Gather data and process various reports (e.g., currency transactions, returned items, overdrafts, callbacks, etc.) as assigned
Provide expedient and courteous service to all clients both in person and on the phone
Consistently models exemplary customer service
Actively listens to customers and maintains a friendly, positive, professional attitude
Proactively identify and retain "at-risk" customers
Look for ways to pleasantly surprise our customers, i.e., doing something above and beyond their expectations that makes them feel special
Other duties as assigned
Essential Duties: New Accounts/CSR II (Floater):
Effectively interviews and profiles customers to recommend appropriate banking products and services
Actively takes advantage of all sales opportunities, cross-selling bank products, and services to new and existing customers, ensuring recommended products meet the customer's needs, and referring clients to appropriate staff and/or partner(s) as needed
Generates new business to assist in meeting bank profitability and branch goals
Open and support consumer and business checking, savings, CDs & IRAs
Maintains thorough knowledge of bank products and services
Maintains knowledge and stays abreast of applicable procedures, proper account titling, and required documentation
Ensures all documentation is approved and uploaded in the core system
Processes teller transactions as needed and maintains an excellent balancing record
Responds to client inquiries and requests regarding account
Adheres to Banking regulations, including but not limited to Bank Secrecy Act
Provide expedient and courteous service to all clients both in person and on the phone
Consistently models exemplary customer service
Actively listens to customers and maintains a friendly, positive, professional attitude
Proactively identify and retain "at-risk" customers
Look for ways to pleasantly surprise our customers, i.e., doing something above and beyond their expectations that makes them feel special
Other duties as assigned
Supervisory Responsibilities: New Accounts/CSR II & New Accounts CSR III (Floater): None
Back Up Supervisory Responsibilities: Senior New Accounts/CSR III (Floater):
Processes Daily Large Transaction report and scans to Compliance Department by established cutoff time
Approves large transactions for teller staff up to assigned limit
Provides supervisor override for transactions requiring supervisor review
Supports Branch Manager or his/her back up with various assigned duties
Handles difficult client situations in the absence of the Branch Manager or his/her backup
Physical/Mental Demands & Work Environment:
The incumbent in the course of performing this position frequently spends time writing, typing, speaking, listening, operating basic business equipment, seeing (such as close, color and peripheral vision, depth perception and adjusted focus), sitting, walking, standing, reading documents or instruments, detailed work, problem solving, client contact, reasoning, math, language, presentations, verbal and written communication, analytical reasoning, stress, multiple concurrent tasks, and constant interruptions. The incumbent for this position will occasionally lift up to 15 pounds, pull, squat, kneel and reach. The incumbent is in a non-confined office-type setting in which they are free to move about at will. The work environment is typically quiet to a moderate noise level.
Travel is required. It is primarily local during the business day, and occasionally there will be out-of-area and overnight travel. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Management reserves the right to change this position description at any time.
Requirements
See qualifications above.
Poppy Bank provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
For San Francisco Postings, review
Fair Chance Ordinance
.
CA Privacy Notice to Applicants/Employees
Salary Description $20.00-$31.90/hour DOE
Financial Services Specialist II
Finance associate job in Oakland, CA
Introduction This is a reinstatement, transfer or voluntary demotion opportunity for current and former regularly appointed employees of Alameda County. Reinstatement: Pursuant to Civil Service Rule 1744: On the request of a department head and approval of the Commission, a regularly appointed employee who resigned in good standing may, within three years after the effective date of his/her resignation, be reinstated in a position in the class from which he/she resigned or in a position in another class for which he/she may be eligible as determined by the Commission. Appointments by reinstatement following resignation are subject to the probationary period established for the class. You must have been a classified County employee in the same job code or in a job code at the same salary maximum and left the County in good standing. In addition, you must meet the minimum and special qualifications of the specific position. Transfer: You must be a current County classified employee in the same job code or in a job code with the same salary maximum for which you are applying. In addition, you must meet the minimum and special qualifications of the specific position. Voluntary Demotion: You must be a current County classified employee in a job code which is at a higher salary maximum than the vacancy for which you are applying. In addition, you must meet the minimum and special qualifications of the specific position.
DESCRIPTION
THE AGENCY Alameda County's Health Services Program is administered by the Alameda County Health and includes the following program areas: Behavioral Health Care, Public Health, Environmental Health, and Agency Administration/Indigent Health. The ultimate mission of the Health Care Services Agency is to provide fully integrated health care services through a comprehensive network of public and private partnerships that ensure optimal health and well-being and respect the diversity of all residents. Alameda County Health currently has multiple career opportunities for experienced professionals to become part of a service delivery team dedicated to the optimal health and well being of Alameda County residents. THE POSITION Under direction, to provide professional-level financial services in areas of budget development and processing, contract negotiation and administration, financial planning and monitoring, financial accounting and reporting, and grants management to County departments and agencies; to conduct a variety of studies and inquiries and perform financial analytic and administrative work; and to do related work as required. DISTINGUISHING FEATURES Financial Services Specialist I/II is a flexibly-staffed class series with the work normally performed at the II level, but with initial selection possible at the I or entry level. Incumbents hired at the I level will be expected to gain experience and demonstrate proficiency which qualifies them to promote to the II level after the equivalent of two years full time service. If proficient, incumbents will be eligible to be flexibly promoted to the II level after the equivalent of one year. Appointment at the I level will not be extended beyond two years. Positions in this class series are normally found in County departments with multiple budgets and funding sources and/or with extensive contracting with service providers or community-based organizations. In addition to the provision of financial services, responsibilities also include performing general administrative services work, planning and conducting analytical studies and overseeing support functions and staff. Although the work is diverse, all positions are typically characterized by all of the following elements: 1. Independent decision-making. 2. Capacity to present clear oral and written reports to senior managers. 3. Knowledge of governmental financial processes and systems. 4. Ability to conduct financial analysis and formulate financial recommendations; and 5. Limited availability or nature of supervision. This series is distinguished from the Administrative Specialist class series, which has primary responsibility for the provision of more general administrative services in such areas as personnel, purchasing, contracting, budgeting and departmental communications. It is further distinguished from Senior Financial Services Specialist, which is a skilled, technical specialist class with a primary role in financial strategic planning and policy development.
MINIMUM QUALIFICATIONS
Either I The equivalent of one year full-time experience in the class of Financial Services Specialist I in the Alameda County classified service. Or II Education: Equivalent to graduation from an accredited four-year college or university (180 quarter units or 120 semester units) with major coursework in business or public administration, accounting, economics, financial planning or a field related to the work. (Additional professional financial planning and support experience equivalent to the County's classification of Financial Services Specialist I may be substituted for the education on a year-for-year basis.) And Experience: Equivalent to one year of full-time professional-level experience in areas of budget development and processing, contract negotiation and administration, financial planning and monitoring, financial accounting and reporting, grant management or similar financial services equivalent to that performed by the Alameda County classified service of Financial Services Specialist I. Licenses: Specified positions may require possession of a valid California driver's license. NOTE: The Civil Service Commission may modify the above Minimum Qualifications in the announcement of an examination.
KNOWLEDGE AND SKILLS
NOTE: The level and scope of the following knowledge and abilities are related to duties listed under the 'Examples of Duties' section of this specification. Knowledge of: • Principles and practices of governmental budget development and administration. • Principles and practices of contract and grant administration. • Financial record-keeping and auditing practices. • Practices and techniques of administrative analysis and report preparation. • Applicable federal, state and local policies and regulations. • Computer applications related to the work, such as word processing, data bases and spreadsheets. Proficient in Microsoft Word, Excel, Access and Outlook. • Office administrative practices and procedures, including records management and the operation of standard office equipment. Ability to: • Develop and administer multiple budgets. • Monitor fiscal transactions and audit fiscal records and documentation. • Plan and conduct administrative and operational studies. • Interpret, explain and apply financial regulations, policies and procedures. • Direct the work of others on a project or day-to-day basis. • Prepare clear and accurate reports, correspondence, procedures and other written materials. • Represent the department and the County in meetings with others. • Organize and prioritize work and meet critical deadlines. • Maintain accurate financial records and audit data. • Exercise sound independent judgment within established policies and guidelines. • Establish and maintain effective working relationships with those contacted in the course of work. • Clearly and effectively communicate, both verbally and in writing; write contract documents, electronic mail, and Board letters to the Board of Supervisors at a professional skill level. • Communicate fluently using the English language to present and request information to/from internal and external customers effectively by phone or in person.
BENEFITS
Alameda County offers a comprehensive and competitive benefits package that affords wide-ranging health care options to meet the different needs of a diverse workforce and their families. We also sponsor many different employee discount, fitness and health screening programs focused on overall well being. These benefits include but are not limited to*: For your Health & Well-Being Medical - HMO & PPO Plans Dental - HMO & PPO Plans Vision or Vision Reimbursement Share the Savings Basic Life Insurance Supplemental Life Insurance (with optional dependent coverage for eligible employees) Accidental Death and Dismemberment Insurance County Allowance Credit Flexible Spending Accounts - Health FSA, Dependent Care and Adoption Assistance Short-Term Disability Insurance Long-Term Disability Insurance Voluntary Benefits - Accident Insurance, Critical Illness, Hospital Indemnity and Legal Services Employee Assistance Program For your Financial Future Retirement Plan - (Defined Benefit Pension Plan) Deferred Compensation Plan (457 Plan or Roth Plan) For your Work/Life Balance 12 paid holidays Floating Holidays Vacation and sick leave accrual Vacation purchase program Management Paid Leave Catastrophic Sick Leave Pet Insurance Commuter Benefits Program Guaranteed Ride Home Employee Wellness Program (e.g. At Work Fitness, Incentive Based Programs, Gym Membership Discounts) Employee Discount Program (e.g. theme parks, cell phone, etc.) Child Care Resources 1st United Services Credit Union *Eligibility is determined by Alameda County and offerings may vary by collective bargaining agreement. This provides a brief summary of the benefits offered and can be subject to change. Non-exempt management employees are entitled to up to three days of management paid leave. Exempt management employees are entitled to up to seven days of management paid leave.
Conclusion
TO APPLY: Please submit a PDF of your updated Alameda County application to Cindy Tern at ********************. Please be in contact if you have any questions. You are encouraged to apply immediately as this posting is open until filled and may close at anytime. Alameda County is an Equal Opportunity Employer
Easy ApplyCollege Financial Representative, Internship Program
Finance associate job in Campbell, CA
College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off!
Responsibilities
Our internship program mimics our full-time Financial Representative career, allowing you to:
Learn how to prospect and network to build your business and client base
Develop and execute on a business strategy
Call on potential clients and set meetings to understand their financial goals
Prepare plans and offer useful recommendations
Gain exposure to proprietary planning software platforms
Engage in weekly coaching, training, and development meetings
Receive Risk Product State Licensing: Life, Accident, and Health
Build life skills that create future career opportunities
As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation.
#LI-Onsite
Qualifications
Are you a fit for this internship?
Full-time student; juniors and seniors preferred
Entrepreneurial ambitions and curiosity for sales
Highly involved on campus (leader, athlete, campus orgs, student government, etc)
Excellent time-management skills
Interest in financial literacy and planning tools
Business savvy and desire to increase critical thinking abilities
Compensation & Benefits
Performance-based earnings and revenue
Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions)
Productivity Bonuses
Support for insurance licensing (life, health, DI, LTC)
Support for SIE, Series 6, Series 63 registrations (eligibility required)
About Us
For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors
1
for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes.
As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.
Why join Northwestern Mutual
Fortune 500 company (2023)
Top 100 Internship Programs, Yello x WayUp (2022)
5.0+ million clients and growing
2
$257 billion retail investment client assets held or managed by Northwestern Mutual
3
Forbes' Best Employers for Diversity (2018-2021)
Unsurpassed financial strength
4
Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
1
Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn.
2
As of June 30, 2023
3
Combined client assets of NMIS and NMWMC as of June 30, 2023
4
Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings)
Salary Range USD $500.00 - USD $1,000.00 /Yr.
Auto-ApplyAssociate, Ecosystem Strategic Finance
Finance associate job in Mountain View, CA
LinkedIn is the world's largest professional network, built to create economic opportunity for every member of the global workforce. Our products help people make powerful connections, discover exciting opportunities, build necessary skills, and gain valuable insights every day. We're also committed to providing transformational opportunities for our own employees by investing in their growth. We aspire to create a culture that's built on trust, care, inclusion, and fun - where everyone can succeed.
Join us to transform the way the world works.
At LinkedIn, our approach to flexible work is centered on trust and optimized for culture, connection, clarity, and the evolving needs of our business. The work location of this role is hybrid, meaning it will be performed both from home and from a LinkedIn office on select days, as determined by the business needs of the team.
This role will be based in our San Francisco, CA or Mountain View, CA office.
Our Ecosystem Strategic Finance team is searching for an Associate for Ecosystem Strategy & Performance. This person will partner with our Product Executive team on strategic and operational projects focused on expanding growth, health, and value delivered within the LinkedIn member ecosystem. A strong candidate will be able to demonstrate a track record of strategic insight, analytical rigor, and synthesized communication to senior leadership.
**Responsibilities:**
Strategic Thinking
+ Contributes to strategy development with business partners, within a limited scope.
+ Begins to validate and execute routine pressure testing of growth opportunities.
+ Operationalizes ideas and develops plans for execution with support from more senior team members.
+ Supports collaborative relationships with other teams and utilizes input and feedback to develop an understanding of their priorities and constraints.
Stakeholder Influence
+ Communicates implications of work (e.g., forecasts, analyses, trends) to management and cross-functional stakeholders with the necessary business context.
+ Leverages insights and data to develop narratives to influence stakeholders with some guidance.
+ Synthesizes problems and communicates point of view to support decision-making on issues related to individual work in smaller group discussions.
Execution & Organization
+ Collaborates with cross-functional stakeholders to support the growth of initiatives by providing a metrics-oriented perspective, with some supervision.
+ Communicates with stakeholders to answer a variety of questions.
+ Develops standard workstreams and operational processes according to defined procedures.
+ Begins to identify obstacles within immediate scope and makes recommendations.
Performance Management
+ Supports performance management by creating, maintaining, and updating basic models and forecasts for assigned metrics.
+ Access, transform, and synthesize data from cross-platform data sources and analyze to assess signals, trends, and risks, with some support from more senior team members.
+ Leverages comprehensive knowledge to develop hypotheses using identified signals, trends, and risks.
+ Executes ad hoc analyses to prove/disprove hypotheses and address well-defined business questions, deriving actionable insights from results.
+ Begins to work with cross-functional teams to design experiments to close deviations from targets.
Culture & Values
+ Supports the culture and values of the organization, including diversity, inclusion, and belonging, by collaborating with and helping others and participating in organization-wide events/initiatives.
+ Seeks out feedback and provides constructive feedback to colleagues.
+ Takes advantage of opportunities for career growth and skill development.
**Basic Qualifications**
+ Bachelor's Degree in Business, Business Analytics, Finance, or related field.
+ 1+ years of experience in finance, finance accounting, management consulting, investment banking, or related field OR equivalent experience.
**Preferred Qualifications**
+ Background in management consulting, investment banking, private equity, strategy or an operational or growth role within a technology company
+ Experience with SQL
+ Proactive and passionate: You're independently capable of seeking information, solving conceptual problems, corralling resources, and delivering results in challenging situations
+ High-energy, team-first attitude: You're motivated to work collaboratively in a fast-paced, ever-changing environment to help our growing business
+ Highly analytical: You're analytical, with experience decomposing and solving real world business problems
+ Concise and effective communications: You're able to articulately present and debate recommendations with cross-functional teams and senior leadership
**Suggested Skills**
+ Data Analysis
+ Communication
+ Strategic Thinking
+ Project Management
+ Stakeholder Management
LinkedIn is committed to fair and equitable compensation practices.
The pay range for this role is $80,000 to $128,000. Actual compensation packages are based on several factors that are unique to each candidate, including but not limited to skill set, depth of experience, certifications, and specific work location. This may be different in other locations due to differences in the cost of labor.
The total compensation package for this position may also include annual performance bonus, stock, benefits and/or other applicable incentive compensation plans. For more information, visit ************************************* .
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Finance Analytics & AI Enablement Intern
Finance associate job in San Jose, CA
Join Align's Finance Analytics team for a hands-on summer internship focused on data-driven decision-making and AI-powered solutions. You'll work on financial analysis, forecasting, and automation projects, leveraging tools like Power BI, Python, and Copilot AI to enhance planning and reporting
Role Expectations
Assist in data analysis, forecasting, and reporting for annual planning and monthly reviews.
Build and optimize dashboards and predictive models to support business and growth tracking.
Explore and implement AI-driven tools (e.g., Copilot, machine learning models) to improve financial workflows.
Collaborate with Product, Marketing, and IT teams to integrate automation into planning processes.
Document processes and provide recommendations for efficiency improvements.
Support ad-hoc analysis and data visualization for leadership presentations.
What We're Looking For
Education: Pursuing a Bachelor's or Master's degree in Finance, Data Science, Business Analytics, or related field.
Skills:
Strong analytical and problem-solving abilities
Proficiency in Excel, Power BI, and data visualization tools
Basic knowledge of Python/R and SQL
Technical: Familiarity with AI/ML concepts and interest in Copilot or similar AI assistants.
Communication: Ability to present insights clearly and collaborate effectively.
Teamwork: Comfortable working independently and in cross-functional teams.
Complementary Skills
Experience with Business & financial modeling and forecasting techniques.
Exposure to cloud-based analytics platforms and automation tools.
Strong attention to detail and ability to manage multiple priorities.
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