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Financial Consultant - Campbell, CA
Fidelity Investments 4.6
Finance associate job in San Jose, 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
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Associate, Structured Finance (NCG)
Bloom Energy 4.8
Finance associate job in San Jose, CA
## .Associate, Structured Finance (NCG) page is loaded## Associate, Structured Finance (NCG)locations: San Jose, Californiatime type: Full timeposted on: Posted Todayjob requisition id: JR-19814At Bloom Energy, our vision for a world powered by clean, reliable, and affordable energy is more than just a dream-we're making it a reality. For over two decades, we've been at the forefront of the global energy transition, pioneering solutions that empower critical industries to thrive in a rapidly digitizing, energy-intensive world. From revolutionizing power for AI-driven data centers to ensuring resilience for hospitals, electric grids, manufacturing facilities, and utilities, our solid oxide fuel cell (SOFC) and solid oxide electrolyzer (SOEC) technologies are redefining what's possible by delivering energy abundance for all. With more than 30,000 fuel cell modules deployed worldwide, we are the trusted partner for Fortune 100 companies and innovators alike. Our cutting-edge solutions enable unparalleled “time-to-power” capabilities, reliability, and sustainability, ensuring our customers remain ahead in a world where soaring energy demand and intensifying energy scarcity are rapidly becoming the new norm.At Bloom, we thrive on collaboration, bold thinking, and relentless innovation. We believe that, together, we can create a brighter, more sustainable future while tackling the most pressing challenges of the 21st century.We are looking for an Analyst, Structured Finance to join our team in one of today's most exciting technologies. This role is based in San Jose, CA. This is a fully on-site, in office role. **Responsibilities**:* Add "intellectual athlete" capacity to a team that work on deals impacting many parts of Bloom's business.* Support Bloom's consultative-based selling engagements with customers and financiers, particularly with respect to financial analysis, research and analytics* Engage with key stakeholders to move deals forward, including financiers, internal team members, and customers.* Provide customer-facing consulting to the sales team to understand customer needs as they relate to power purchase agreements ("PPAs") and the associated project financing. Assist in "closing PPAs."* Advise on the financial structuring of power purchase agreements* Develop collateral for internal and external audiences that effectively tells the Bloom story, as well as how the industry is changing based on Bloom's technology* Develop creative ways to meet customer financial and contracting constraints within the parameters of a financeable deal structure* Partner with sales and marketing to develop new ways of accessing high spark spread, high credit customers.* Work with technology partners to increase the addressable for Energy Servers and related services* Adapt to the changing needs of the organization to maximize the economic and perceived value of Energy Servers**Minimum Qualifications*** MBA or Master's degree in Finance, Engineering or a related discipline.* Must be graduating between December 2024 and August 2026**Desired Qualifications*** Minimum of 2-5 years' experience either in project finance, project development, energy & infrastructure -focused investment banking or strategy. Demonstration of successfully closing complex deals.* Experience at top tier investment banks, private equity shops or consulting firms strongly preferred.* A background of exceptional academic performance* Strong communication skills required. Must be able to clearly articulate and communicate complex deal terms and financial information and issues to management and investors.* Ability to interact with a wide variety of audiences, ranging from customers and investors, to Bloom engineers and operations staff.* The ability to manage multiple projects, meet deadlines, prepare high quality reports and presentations, and to maintain high levels of quality with a heavy work load.* Must demonstrate strong personal ethics, the ability to influence and negotiate, and the ability to effectively manage stress and engage in continuous learning.* High attention to detail.* Fun to work with, quick to laugh, willingness to take calculated risks, and a creative problem solver with a "can-do / failure is not an option" approach to work.**Visa Sponsorship** Bloom Energy typically does not sponsor visas or hire individuals on CPT or OPT status. This includes interns and new graduates on F-1, J-1, or any other visa type for this position.**EOE Statement** Bloom Energy is an equal opportunity employer and makes employment decisions on the basis of merit. We are committed to compliance with all applicable laws providing equal employment opportunities. All qualified applicants will receive consideration for employment without regard to race, sex, color, religion, national origin, protected veteran status, or on the basis of disability. Bloom Energy makes reasonable accommodation, consistent with applicable laws, for the known physical or mental limitations of an otherwise qualified applicant or employee with a disability, who can perform the essential job functions, unless undue hardship would result.**Salary Statement with pay range** Bloom Energy is committed to fair and equitable compensation practices. The total compensation for this position is based on various factors including, but not limited to, relevant skills and experience.# Salary Ranges:$96,000.00 - $144,000.00Bloom Energy's mission is to make clean, reliable energy affordable for everyone in the world. With roots in NASA's Mars Program, the company's founder, chairman, and Chief Executive Officer, Dr. K.R. Sridhar, developed an innovative fuel cell technology that is shifting the energy paradigm and redefining the electric power market.The Bloom Energy Server is a distributed electric power solution built for the digital age and capable of delivering highly reliable, uninterrupted, 24x7 constant power that is also clean and sustainable. Bloom's unique on-site power generation systems are among the most efficient on the planet, providing significantly reduced operating costs and producing dramatically lower greenhouse gas emissions.By generating power where it is consumed, Bloom Energy offers increased electrical reliability and improved energy security, providing a clear path to energy independence.Some of the largest companies in the world trust Bloom Energy to provide their businesses with clean, reliable and resilient energy. Bloom's customers include many Fortune 100 companies and leaders in manufacturing, data centers, healthcare, retail, higher education, utilities, and other industries.The company, headquartered in San Jose, California, is growing quickly and looking to add to its dynamic team. Stay up to date with Bloom Energy through our social channels.
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$96k-144k 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
AI Finance - Manager - Tech Consulting - Location Open
Ernst & Young Oman 4.7
Finance associate job in Palo Alto, CA
Location: Chicago, Akron, Arlington, Atlanta, Austin, Baltimore, Birmingham, Boca Raton, Boston, Buffalo, Charleston, Charlotte, Chattanooga, Chicago, Cincinnati, Cleveland, Columbia, Columbus, Dallas, Denver, Des Moines, Detroit, Edison, Fort Worth, Grand Rapids, Greenville, Hartford, Hoboken, Honolulu, Houston, Indianapolis, Irvine, Jacksonville, Kansas City, LA, Las Vegas, Louisville, McLean, Memphis, Miami, Milwaukee, Minneapolis, Nashville, New Orland, New York, Oklahoma, Orlando, Palo Alto, Philadelphia, Phoenix, Pittsburgh, Pleasanton, Portland, Providence, Raleigh, Richmond, Rochester, Rogers, Sacramento, Salt Lake City, San Antonio, San Diego, San Francisco, San Jose, Seattle, Secaucus, Stamford, St. Louis, Syracuse, Tallahassee, Tampa, Toledo, Tucson, Tulsa, Washington DC, Westlake village, Winston-Salem
At EY, we're all in to shape your future with confidence.
We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.
AI Finance, Manager, Tech Consulting
Whole industries have been disrupted and transformed in recent years by changing technologies, advanced analytics and the need for better insight. EY is helping businesses realize the value they can gain from their IT investments. We deliver exceptional client service - providing advice on how technology, finance process efficiency and enterprise intelligence contribute to performance improvement, as well as how IT can act as a multiplying effect during major program transformations.
The opportunity
The AI Finance Manager is a crucial role responsible for supporting the Finance Applications Data Lead in executing the overall data management strategy for finance applications. The successful candidate will leverage their deep expertise finance applications (planning, reporting, close/consolidation) coupled with deep skills in enterprise data management, data governance, data quality, master data management, Machine Learning, and Generative AI (Gen AI) to support key finance personas. One of the key responsibilities will focus on developing and implementing our EY AI Finance service offering, with the goal of creating an industry agnostic data model which can be utilized as a starting point and be extended to ensure data consistency and interoperability across finance applications. The successful candidate will work closely with the Data Lead and the Product Owner for the EY AI Finance offering to ensure that the EY AI Finance Blueprint is designed on a foundation of accurate, consistent, and reliable finance application data architecture, enabling informed decision-making.
In this role, you will interact with business stakeholders to evaluate business models, processes, and operations. You will gather, understand, and analyze business requirements, translating them into technical specifications. Your expertise in specific technology platforms will be crucial in providing in-depth analysis related to their implementation, customization, and optimization.
Your key responsibilities
The AI Finance Manager will work closely with finance, IT, and data science teams to support the effective management and utilization of finance application data, harnessing the power of Machine Learning, Gen AI, and Azure data technologies to drive innovation and business value through the development and implementation of the EY AI Finance solution offering.
As a Manager in Platform Business Analysis, you will play a pivotal role in the successful delivery of projects. You will lead workstream delivery, ensuring that processes and solutions are managed effectively while maintaining a focus on quality and risk management. This role offers you the opportunity to engage with clients daily, participate in planning and execution, and identify opportunities for additional services.
Lead the delivery of complex technical initiatives, ensuring accountability for performance and results.
Collaborate with technical teams to design and deliver system architecture solutions.
Drive continuous process improvement by identifying innovative solutions through research and analysis.
Skills and attributes for success
Fostering relationships with client personnel at appropriate levels. Consistently running and delivering quality client services. Driving high-quality work products within expected time frames and on budget.
Monitoring progress, managing risk and confirming that key stakeholders are kept informed about progress and expected outcomes.
Managing expectations of client service delivery.
Effectively managing and motivating client engagement teams with diverse skills and backgrounds. Providing constructive on‑the‑job feedback/coaching to team members.
Fostering an innovative and inclusive team-oriented work environment. Playing an active role in the counseling and mentoring of junior consultants within the organization.
Supporting Data Management Strategy Execution, including helping execute the overall data management strategy for finance applications.
Collaborating with cross‑service line teams, including Finance, Managed Services, and Tech Consulting to ensure alignment and integration of finance application data with related data initiatives.
Defining data requirements, data architecture, and data models for finance applications, considering the potential of Machine Learning and Gen AI technologies.
Leading the design and implementation of an extensible common information model for the FDL Blueprint.
Developing and maintaining documentation, including data dictionaries, entity‑relationship diagrams, and data lineage maps.
Leading the development and implementation of our FDL Blueprint solution offering, ensuring scalability, performance, and security.
Collaborating with data scientists and finance SMR's across service lines to identify opportunities for applying Machine Learning and Gen AI techniques to finance applications/personas and extend the FDL.
Supporting the establishment and maintenance of a robust data governance framework for the FDL.
Staying current with the latest advancements in Machine Learning, Gen AI, Data Management and Azure technologies and identifying and implementing innovative solutions that drive efficiency, accuracy, and insights for finance applications.
To qualify for the role you must have
A bachelor's degree and approximately five years of related work experience; or a graduate degree in the same and approximately four years of related work experience.
Minimum of 4 years of experience in data management, with at least 1 year focused on finance application data, data modeling, financial modeling.
Strong understanding of data management principles, including data governance, data quality, and master data management.
Experience with Machine Learning techniques, Gen AI technologies, and Azure data services (e.g., Azure Data Lake, Azure Synapse Analytics, MS SQL, Python).
Knowledge of finance applications including financial modeling (PnL, Balance Sheet, Cash Flow).
Proficiency in data integration, data transformation, and data modeling tools and techniques.
Excellent communication, collaboration, and problem‑solving skills.
Ability to work effectively in a fast‑paced, dynamic environment, supporting the adoption and implementation of emerging technologies.
Ideally, you'll also have
Degree in Finance, Computer Science, Information Systems or a related field with relevant experience in the finance data management including data modeling and ML.
What we look for
We're interested in passionate leaders with strong vision and a desire to stay on top of trends in the analytics industry. If you have a genuine passion for helping businesses achieve the full potential of their data, this role is for you.
What we offer you
At EY, we'll develop you with future‑focused skills and equip you with world‑class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more .
We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $142,600 to $261,500. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $171,200 to $297,200. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
Join us in our team‑led and leader‑enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.
Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well‑being.
Are you ready to shape your future with confidence? Apply today.
EY accepts applications for this position on an ongoing basis.
For those living in California, please click here for additional information.
EY focuses on high‑ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.
EY | Building a better working world
EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.
Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.
EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi‑disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.
EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.
EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1‑800‑EY‑HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at **************************.
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A leading global financial institution seeks an experienced Private Banker to develop and maintain client relationships in Palo Alto, California. The ideal candidate will have over 15 years of experience in Private Banking, specifically with UHNW clients. Responsibilities include advising clients on financial matters, creating tailored wealth management solutions, and ensuring compliance with regulatory standards. A Bachelor's degree is required, with a Master's preferred. This role offers a competitive salary range of $200,000 to $300,000 and robust employee benefits under Citi's offerings.
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$200k-300k yearly 4d ago
Junior financial Manager
Vsolutions Technologies
Finance associate job in San Jose, CA
looking for a Junior Manager to support our Finance and Accounting Products initiatives. This is a great opportunity for someone early in their product career to make a real impact by helping to shape the internal tools and reporting solutions that drive our financial processes.
In this role, you'll work closely with your Group Product Manager and cross-functional teams to break down strategic goals into clear product epics and user stories for our scrum team. The ideal candidate has management experience, thrives in a collaborative, fast-paced environment, and is excited to learn more about core accounting functions such as general ledger management, 1099 generation, revenue recognition, and financial reporting.
What You'll Do
Under the leadership of the Group Product Manager, the product manager will organize and drive the quarterly roadmap for financial planning and accounting tools.
Translate business goals into detailed product requirements, user stories, and acceptance criteria.
Own and prioritize the product backlog and deliver user stories.
Partner closely with Engineering, Accounting, Finance, and Customer Relations to build, launch, and iterate on internal products.
Monitor performance against quarterly OKRs and product launch plans.
What You Bring
Experience with Agile methodologies, tools (e.g., JIRA, Confluence), and ceremonies.
Strong analytical skills and the ability to use data to drive product decisions.
Excellent communication and collaboration skills with the ability to work effectively with cross-functional teams.
Self-driven and adaptable, able to thrive in a fast-paced, dynamic environment with competing priorities.
Basic Qualifications
1+ years of product management experience.
Bachelors degree in Business, Computer Science, Engineering, or a related field or equivalent practical experience.
Preferred Qualifications
Hands-on experience with e-commerce accounting & billing systems such as NetSuite
Knowledge of accounting best practices and tools.
$94k-137k yearly est. 1d ago
Relationship Banker - Monterey Bay Valley area
Bank of America Corporation 4.7
Finance associate job in Watsonville, CA
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law.
Job Description:
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
Responsibilities:
Executes the bank's risk culture and strives for operational excellence
Builds relationships with clients to meet financial needs
Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
Grows business knowledge and network by partnering with experts in small business, lending, and investments
Manages financial center traffic, appointments, and outbound calls effectively
Drives the client experience
Manages cash responsibilities
Required Qualifications:
Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
Collaborates effectively to get things done, building and nurturing strong relationships.
Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives.
Is confident in identifying solutions for new and existing clients based on their needs.
Communicates effectively and confidently, and is comfortable engaging all clients.
Has the ability to learn and adapt to new information and technology platforms.
Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking).
Applies strong critical thinking and problem-solving skills to meet clients' needs.
Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.
Efficiently manages time and capacity.
Focuses on results, while acting in the best interest of the client.
Can be flexible to work weekends and/or extended hours as needed.
Desired Qualifications:
Experience in financial services and knowledge of financial services industry, products and solutions.
One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.
Six months of cash handling experience.
Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance
Skills:
Adaptability
Business Acumen
Customer and Client Focus
Oral Communications
Problem Solving
Account Management
Client Experience Branding
Client Management
Client Solutions Advisory
Relationship Building
Business Development
Pipeline Management
Prospecting
Referral Identification
Referral Management
Minimum Education Requirement:
* High School Diploma / GED / Secondary School or equivalent
The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Loan Originators
Shift:
1st shift (United States of America)
Hours Per Week:
40
$32k-38k yearly est. 2d ago
Finance Intern - Summer 2026
Lam Research 4.6
Finance associate job in Fremont, CA
We are seeking a motivated MBA Finance Intern to join our Finance team for the summer. This role offers hands-on experience in financial analysis and modeling, providing insights into the value creation of internal programs that support our cutting-edge technology.
Develop and enhance financial models to track and quantify the value of internal R&D programs.
Analyze cost structures, ROI, and long-term financial impact of strategic initiatives.
Collaborate with cross-functional teams (Engineering, Operations, and Product Management) to gather data and validate assumptions.
Prepare presentations and reports for senior leadership to support decision-making.
Enable Strategic Decision-Making: The intern's financial models will provide leadership with clear insights into the ROI and cost-benefit analysis of internal programs, guiding resource allocation and investment decisions.
Currently enrolled in an MBA program with a concentration in Finance or related field.
Strong analytical and quantitative skills with proficiency in Excel and financial modeling.
Familiarity with valuation techniques (NPV, IRR, ROI) and corporate finance principles.
Excellent communication and presentation skills.
Interest in technology and semiconductor industry is a plus.
Experience with data visualization tools (Power BI, Tableau) is a plus.
Knowledge of ERP systems or financial planning tools is desirable.
$55k-75k yearly est. 18d ago
Finance AI Intern - Summer 2026
Nvidia 4.9
Finance associate job in Santa Clara, CA
NVIDIA has been transforming computer graphics, PC gaming, and accelerated computing for more than 25 years. It's a unique legacy of innovation that's fueled by great technology-and amazing people. As a Finance AI Intern, you will join a team at the intersection of financial strategy and cutting-edge technology. NVIDIA's Finance organization is more than just a support function; it is a critical engine that leverages data-driven insights to fuel our global innovation. In this role, you will help bridge the gap between complex technical solutions and business strategy, utilizing the power of AI and intelligent automation to transform how we understand and predict the future of our business. If you are a curious problem-solver with a passion for data science, finance, and building efficient, automated systems, this is your opportunity to drive real-world impact in a dynamic, high-growth environment.
What you'll be doing:
* You will partner with Finance and business leaders to provide business insight and support within a dynamic growth environment. Your responsibilities may include retrieval augmented generation (RAG), machine learning, automation, AI agents, data engineering, and/or business intelligence with structured or unstructured data.
* Collaborate with finance analysts and managers, as well as data engineers and data scientists, to build and deploy models that drive meaningful business results.
* Translate technical solutions into business language, communicating with technical and nontechnical stakeholders to make sure solutions are understood by all involved and meet business needs.
What we need to see:
* Pursuing a Bachelor's degree in Finance or Economics and a technical minor / second degree / concentration is preferred
* Proficiency in Python and SQL.
* Creative and innovative standout colleague with a positive approach and a focus on business resolution.
* Excellent communication and interpersonal skills, with desire to build successful partnerships within all levels of the company.
Ways to stand out from the crowd:
* Experience applying machine learning or AI to business problems.
* Experience in finance or business operations.
* Background with LLM's, Databricks / Snowflake, software version control (Git), RPA, or BI tools.
* Extraordinary organizational skills, encompassing a very high attention to detail, a strong ownership ethic and intense focus on accuracy and accountability. Ability to plan and implement work priorities effectively.
* Energy and real passion for delivering results in a dynamic growth environment.
Widely considered to be one of the technology world's most desirable employers, NVIDIA offers highly competitive salaries and a comprehensive benefits package. As you plan your future, see what we can offer to you and your family ***********************
Our internship hourly rates are a standard pay based on the position, your location, year in school, degree, and experience. The hourly rate for our interns is 20 USD - 71 USD.
You will also be eligible for Intern benefits.
Applications for this job will be accepted at least until January 13, 2026.
This posting is for an existing vacancy.
NVIDIA uses AI tools in its recruiting processes.
NVIDIA is committed to fostering a diverse work environment and proud to be an equal opportunity employer. As we highly value diversity in our current and future employees, we do not discriminate (including in our hiring and promotion practices) on the basis of race, religion, color, national origin, gender, gender expression, sexual orientation, age, marital status, veteran status, disability status or any other characteristic protected by law.
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
This role will be based in San Francisco or Sunnyvale.
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.
The Strategic Finance Center of Excellence (COE) is focused on centralizing, standardizing, and modernizing key financial operations to unlock scale, accuracy, and strategic capacity across LinkedIn. As part of this mission, we are building a strong knowledge management foundation to ensure process clarity, consistency, and adoption across Finance. This role will play a critical part in creating and maintaining documentation that supports process alignment, onboarding, and cross-functional collaboration.
We're looking for a detail-oriented Knowledge Management associate to help build and maintain this foundation. This role focuses on creating clear, accurate, and accessible documentation that makes complex processes understandable and promotes consistent application of established practices across Finance.
You will work closely with subject matter experts and process owners to capture critical knowledge through interviews, shadowing, and discovery sessions. Your work will ensure that documentation is not only comprehensive but also structured for easy adoption. You'll maintain version control, ensure governance, and support training and enablement efforts to drive adoption. This is a hands-on role ideal for someone passionate about organizing complex information, ensuring process clarity and supporting change at scale.
Responsibilities:
Strategic Thinking
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
Leverages insights and data to develop narratives to influence stakeholders with some guidance.
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.
Create training and enablement materials to support adoption at scale.
Develop and maintain documentation such as Standard Operating Procedures (SOPs), job aids, and other knowledge assets (e.g., onboarding guides, process maps).
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.
Qualifications
Basic Qualifications
Bachelor's Degree in Business, Business Analytics, Finance, or related field AND minimum 1 year of experience in finance, finance accounting, management consulting, investment banking, or related field OR equivalent experience.
Preferred Qualifications
3+ years of experience in process documentation, knowledge management, or content development.
Prior exposure to Finance processes (FP&A, Finance Ops)
Experience with change management and creating enablement content.
Ability to design and develop digital content (e.g., interactive guides, visual aids) to enhance user engagement.
Suggested Skills
Communication
Cross-Team Collaboration
Financial Acumen
Influencing for Impact
Problem Solving
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 [email protected] 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: ********************************************
$80k-128k yearly 3d ago
Interested in a future role?
Taara
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.
$71k-120k yearly est. Auto-Apply 60d+ ago
Investment Banker, M&A (West Coast)
UBS 4.5
Finance associate job in Menlo Park, CA
Your role We're looking for an Investment Banker to: * Assist in the origination and execution of M&A transactions for domestic and foreign corporate and private equity clients * Work on major workstreams of M&A transactions including diligence, the development of financial projections and analyses, and all client deliverables
* Independently prepare, interpret, and discuss analytical data
* Present to internal and external clients effectively and with confidence
* Collaborate with colleagues across the globe to provide clients with seamless transaction execution
* Generate new ideas and creative approaches that push the business forward
* Make sound and balanced judgments (and always within professional, ethical, regulatory, and legal standards)
Detailed salary information:
* San Francisco, Menlo Park: the salary range for this role is $275000 to $275000
The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits.
Join us
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves.
We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
Your expertise
* Experience in originating and executing public and private M&A transactions as well as relevant M&A structuring
* Ability to work effectively with both corporate and private equity clients
* Strong analytical skills and proficiency in all relevant financial analyses
* Demonstrated track record of taking initiative and managing teams
* Undergraduate degree and MBA or JD
* LI-UBS
* UBS-MOGUL
About us
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.
$275k-275k yearly 41d ago
Corporate FP&A Analyst
Eh2
Finance associate job in San Jose, CA
Electric Hydrogen's mission is to make molecules to decarbonize our world! Our outstanding people are our most important asset and will allow us to deliver hydrogen from renewable electrolysis for heavy industry, at prices below fossil fuels.
Financial Planning at Electric Hydrogen is a high-visibility function that partners with teams across the business and executives to deliver data-rich reporting. We are looking for a challenge-seeking finance professional to enhance our analytical and reporting capabilities so we can continue to provide value-adding insight to the business as it enters a period of growth. You have experience and fluency with financial statements, financial modeling, data reporting, and transformation tools such as Power BI and Power Query. You may be remote or based at our offices in Massachusetts or San Jose, CA.
Primary Responsibilities
Partner with New Product Integration, Product Engineering, and Deployment teams and lead current/ future project cost forecast discussions, spend tracking, and internal/external partner reporting
Manage and maintain multiple finance datasets and reporting dashboards, including product cost, commercial data, and corporate spending
Help prepare regular/ad-hoc executive and board-level reporting
Support the Accounting and Accounts Receivable teams on project margin recognition and customer invoicing
Support ad-hoc analyses, such as customer project cash flow, commercial hedging, or international deployment
Qualifications
Bachelor's degree in finance, accounting, data analytics, or other related fields
2+ years experience in corporate finance, public accounting, investment banking, or consulting
High level of experience with MS Excel and other MS Suite products
Proficient in Power BI and Power Query
Prior exposure to project finance and commodity hedging is a bonus
#LI-HYBRID
San Carlos Zone$88,000-$103,000 USDNatick Zone$77,000-$90,000 USDNational Zone$69,000-$80,000 USD
Actual base salary offered to the hired applicant will be determined based on their work location, level, qualifications, job-related skills, as well as relevant education or training and experience.
Base salary is just one part of Electric Hydrogen's total rewards package. We feel strongly that our team should not have to worry about having quality healthcare. In addition to the base salary offered, the hired applicant may receive:
an equity grant
time off programs
a $75/month cell phone allowance
a 4% employer 401(k) match
100% fully paid premiums for employees and their families: medical, dental, vision, life insurance, short-term & long-term disability coverage
a discretionary bonus
Electric Hydrogen's benefits programs are subject to eligibility requirements.
About Electric Hydrogen
Electric Hydrogen is a team of the world's experts in scaling technologies for the post-carbon world, with a proven record in transforming the grid and transportation sectors. Backed by some of the world's top venture capital firms, we design and manufacture electrolytic hydrogen systems matched to renewable power sources to create green hydrogen by splitting water. We are building a cost-effective and transformative path between renewable energy and multiple large industrial sectors. Abundant and low-cost renewable energy sources will power the world, and Electric Hydrogen technology will use this energy to decarbonize industry through sustainable materials. We were founded in 2020 and are based in California and Massachusetts.
Electric Hydrogen is proud to be an equal opportunity employer. We are dedicated to building a diverse, inclusive, and authentic workplace for all to belong. We are aware that people from historically underrepresented groups are less likely to apply if they don't meet 100% of the job requirements. We are actively working on efforts to change this social norm. If you are excited about this role, we encourage you to apply!
$77k-90k yearly Auto-Apply 24d ago
Financial Analyst - FP&A Innovation & AI Enablement
Adobe Systems Incorporated 4.8
Finance associate job in San Jose, CA
Our Company Changing the world through digital experiences is what Adobe's all about. We give everyone-from emerging artists to global brands-everything they need to design and deliver exceptional digital experiences! We're passionate about empowering people to create beautiful and powerful images, videos, and apps, and transform how companies interact with customers across every screen.
We're on a mission to hire the very best and are committed to creating exceptional employee experiences where everyone is respected and has access to equal opportunity. We realize that new ideas can come from everywhere in the organization, and we know the next big idea could be yours!
The Opportunity
Adobe is seeking a Senior Financial Analyst with strong technical and analytical skills to join our Strategic Planning & Analytics team, a key driver of innovation within the FP&A organization. This role sits at the intersection of finance, technology, and data strategy, enabling accelerated insights, operational efficiencies, and adoption of AI tools across a global, matrixed environment
You will play a pivotal role in creating the future of financial planning by using AI, automation, predictive analytics, and business intelligence. These tools will help influence decision-making and support Adobe's strategic priorities. If you are passionate about transforming traditional FP&A processes through technology and collaboration, this is your chance to create a significant impact.
What you'll Do
* Build and deploy solutions powered by artificial intelligence, including Gen AI agent development and automation frameworks, to streamline FP&A processes.
* Partner with Finance Systems Engineering to integrate AI tools into finance workflows and drive adoption across the FP&A ecosystem.
* Lead initiatives that improve efficiency and scalability through automation beyond Gen AI.
* Develop and maintain predictive models using heuristic methods, machine learning, and advanced analytics to forecast business performance.
* Validate and govern data models, ensuring accuracy, reliability, and compliance with guidelines.
* Collaborate cross-functionally to embed predictive insights into planning and decision-making processes.
* Deliver actionable insights through Power BI dashboards and other visualization tools, enabling leadership-friendly reporting.
* Contribute to long-term innovation projects, crafting frameworks, methodologies, and presentation materials that influence strategic direction.
* Champion continuous improvement in data science practices and financial modeling techniques.
What you need to succeed
* Technical Expertise: Advanced Excel skills; proficiency in SQL and Python (pandas); experience with BI tools (Power BI preferred).
* Analytical Competence: Ability to assess situations, propose, and implement solutions independently.
* Communication & Influence: Outstanding ability to translate complex models and insights into clear, compelling narratives for senior leadership.
* Outlook: Intellectual curiosity, adaptability, and a passion for bringing to bear technology to transform finance.
* Preferred Qualifications: Bachelor's degree in business, finance, or a related field, or equivalent experience. 3-5 years of FP&A or related experience with a track record of technology-enabled improvements.
Our compensation reflects the cost of labor across several U.S. geographic markets, and we pay differently based on those defined markets. The U.S. pay range for this position is $79,900 -- $159,800 annually. Pay within this range varies by work location and may also depend on job-related knowledge, skills, and experience. Your recruiter can share more about the specific salary range for the job location during the hiring process.
In California, the pay range for this position is $110,300 - $159,800
At Adobe, for sales roles starting salaries are expressed as total target compensation (TTC = base + commission), and short-term incentives are in the form of sales commission plans. Non-sales roles starting salaries are expressed as base salary and short-term incentives are in the form of the Annual Incentive Plan (AIP).
In addition, certain roles may be eligible for long-term incentives in the form of a new hire equity award.
State-Specific Notices:
California:
Fair Chance Ordinances
Adobe will consider qualified applicants with arrest or conviction records for employment in accordance with state and local laws and "fair chance" ordinances.
Colorado:
Application Window Notice
If this role is open to hiring in Colorado (as listed on the job posting), the application window will remain open until at least the date and time stated above in Pacific Time, in compliance with Colorado pay transparency regulations. If this role does not have Colorado listed as a hiring location, no specific application window applies, and the posting may close at any time based on hiring needs.
Massachusetts:
Massachusetts Legal Notice
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Adobe is proud to be an Equal Employment Opportunity employer. We do not discriminate based on gender, race or color, ethnicity or national origin, age, disability, religion, sexual orientation, gender identity or expression, veteran status, or any other applicable characteristics protected by law. Learn more.
Adobe aims to make Adobe.com accessible to any and all users. If you have a disability or special need that requires accommodation to navigate our website or complete the application process, email accommodations@adobe.com or call **************.
$110.3k-159.8k yearly 8d ago
Private Client Banker - Saratoga Ave - San Jose, CA
JPMC
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: **************************************************************************
$42k-87k yearly est. Auto-Apply 60d+ ago
Financial Analyst
Modern Family Law 3.7
Finance associate job in San Jose, CA
Job Description
Modern Family Law, a rapidly expanding national family law firm, is seeking an experienced Financial Analyst to join our team. The Financial Analyst will provide financial insights, forecasting, and data-driven recommendations to support strategic decision-making across a multi-location law firm. This role is critical to ensuring accurate financial planning, operational efficiency, and compliance. This role serves as the operational owner of the forecasting and financial analysis process, ensuring timely, accurate, and well-structured financial outputs that enable strong executive decision-making.
Modern Family Law offers competitive compensation, a wide range of benefits, and a culture built on family values. This role is remote, but the Financial Analyst must reside in California.
Key Responsibilities:
Financial Forecasting & Analysis
Collect, validate, and consolidate monthly forecasts for 13+ locations to support firm-wide financial planning.
Analyze trends and variances; proactively identify and notify CFO of risks and opportunities.
Assist in budgeting cycles and ongoing revenue/expense analysis.
Serve as the firm's primary point of coordination for forecasting inputs from Operations, HR, Billing, and other departments, ensuring completeness and timeliness.
Data, Systems & Automation
Extract and interpret data from core systems to generate actionable insights.
Support process improvement and automation initiatives, including Power BI implementation.
Build and maintain data workflows that enhance visibility and decision-making.
Continuously enhance forecasting tools, models, and automation pipelines to reduce manual effort and increase forecasting accuracy.
Cross-Functional Collaboration
Partner with Operations, HR, Billing, and other departments to ensure accurate data inputs.
Participate in cross-departmental training and knowledge-sharing sessions.
Compliance & Reporting
Support internal controls and compliance-related tasks.
Prepare recurring and ad-hoc financial reports for leadership.
Strategic Support
Complete special projects and analyses as assigned by the CFO.
Other duties as assigned.
Requirements
As Modern Family Law operates as a remote-first firm, all employees are expected to maintain a professional home workspace with a reliable internet connection and to be available during normal business hours.
2-3 years of financial analysis experience in a mid- or large-size organization.
A Bachelor's degree is required.
Comfortable working with multiple systems and large datasets.
Ability to work extended hours during peak financial cycles or special projects.
Demonstrated ability to manage recurring financial cycles independently and ensure deadline-driven deliverables without extensive oversight.
Technical Skills and Competencies:
Technical Skills
Advanced proficiency in Microsoft Excel and familiarity with Microsoft Suite (Word, PowerPoint).
Experience with Power BI strongly preferred.
Ability to build, maintain, and troubleshoot forecasting models, templates, and data workflows.
Behavioral Competencies
Strong analytical mindset with ownership mentality.
Detail-oriented, dependable, and adaptable in a fast-paced environment.
Excellent communication skills; able to interact professionally with all levels of personnel, including management and support staff.
Ability to manage multiple priorities and work under minimal supervision.
Proactive self-starter who understands details within a larger context.
Demonstrated reliability and ability to learn new technology quickly.
Excellent client service skills; organized and able to handle multiple matters simultaneously.
Flexibility to respond quickly and positively to shifting demands and deadlines.
Benefits
Mandatory Notices for Applicants:
ADA Compliance:
Candidates must be able to perform the role with or without reasonable accommodation. Requests for accommodation should be made to the Director of People & Culture in advance.
Compensation and Benefits:
Salary Range: $99,000 - $119,000, adjusted for experience, location, and job-related factors. This range is a reasonably reliable estimate of the base salary that this individual is expected to receive. Actual pay will be adjusted based on experience, location, and other job-related factors permitted by law.
Comprehensive benefits package includes health insurance, HSA/FSA options, short-term and long-term disability, dental and vision care, life insurance, 401(k), vacation, sick time, and access to an employee assistanceprogram. Additional voluntary benefits include accident insurance, life insurance, disability insurance, critical illness insurance, long-term care insurance, and pet insurance. Commuter and transit benefits may be available in some locations.
Modern Family Law will consider all qualified applicants with arrest or conviction records. Modern Family Law is committed to diversity and inclusion in the workplace and has zero tolerance for harassment of any kind. Individuals seeking employment at MFL are considered without regard to their race, color, religion, sex, sexual orientation, gender identity, transgender experience, national origin, age, marital status, ancestry, disability, military status (including discharge status), genetic information, or any other protected class status as set forth by local, state, and federal law.
$99k-119k yearly 1d ago
Financial Representative Entry Level
Northwestern Mutual-Monterey District 4.5
Finance associate job in Monterey, CA
Job DescriptionBenefits:
Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance
At Northwestern Mutual Monterey District, our vision is rooted in building a culture of highly educated, integrated advisors who are committed to growing themselves and their clients with intention. With a strong emphasis on planning and a mission to create lasting financial security, we are proud to be part of a Top 10 Network Office recognized for recruiting and developing new advisors. Our culture is defined by family, growth, and community impact. We partner with local organizations that align with our values, investing in initiatives that promote diversity, equity, and inclusion, while also providing advisors with resources to connect meaningfully with their communities. Through leadership development, ongoing education, and field advisory councils, we nurture diverse pipelines of talent and create space for every voice to be heard. Beyond our work in financial planning, our district is deeply committed to giving backsupporting causes such as Toys for Tots, Samaritan House, Oakland Pride, and local events like the Walnut Creek Trunk or Treat and Salinas Rodeo. With over $11,000 donated directly into the community, we are proud to stand alongside organizations that make a meaningful difference in peoples lives.
Our thriving office is located at: 479 Pacific St, Ste 1, Monterey, CA 93940
A Glance at Northwestern Mutual (NM):
Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.
Meet Our Local Team:
Anthony Ivancich Managing Director:
Time with NM: 14 years.
Prior Experience: Anthony studied Finance at Sonoma State University, where he enjoyed playing pick-up basketball and being active in the SAE fraternity. Unsure of his career path after college, a referral from his wifes uncle to a Northwestern Mutual advisor set him on a rewarding journey that has grown into a long-term career.
Passionate About: Anthony is deeply committed to his community and faith. He actively volunteers at Calvary Monterey and supports organizations such as Fellowship of Christian Athletes, Tri-Valley Seek and Save, and 360 Serve. He loves traveling, spending time with his family, and is also a proud San Francisco 49ers fan.
Francisco Arrevalo Financial Advisor:
Time with NM: 3 years.
Prior Experience: Francisco played collegiate soccer at Hastings College in Nebraska, where he served as team captain for three years and earned First-Team Academic All-American honors. While there, he founded a mental health awareness organization, Hope120, and co-hosted
The Unknown
podcast, which focused on sharing real-life stories to inspire others.
Passionate About: Francisco is passionate about mental health, youth mentorship, and giving back to the community that shaped him. He volunteers with the Salinas Valley Chamber of Commerce, speaks to high school students through Fellowship of Christian Athletes, and supports local soccer initiatives such as Salinas Soccer Femenil. Outside of work, he enjoys running, playing piano, spending time with his girlfriend Crystal and their dog Peque, and cheering on Real Madrid, Chivas, the San Francisco Giants, Warriors, and 49ers.
Sarah Willson Financial Representative:
Time with NM: 2 months.
Prior Experience: Born and raised in Aptos, California, Sarah began her academic journey at Cabrillo Community College before transferring to CSU Monterey Bay, where she earned her bachelors degree in Mathematics. After graduation, she began her career in the banking industry before transitioning into financial services.
Passionate About: Sarah enjoys spending quality time with her family and friends and lives a very active lifestyle. She regularly participates in CrossFit competitions, snowboards in the winter, and enjoys relaxing with Netflix during her downtime.
Chandler Sanguinetti AssociateFinancial Advisor:
Time with NM: 3 years.
Prior Experience: Originally from Stockton, Chandler moved to Aptos to attend Cabrillo Community College before transferring to CSU Monterey Bay, where he earned a bachelors degree in Business Administration. He began his Northwestern Mutual journey as a college intern and has since grown into a full-time advisor.
Passionate About: Chandler is passionate about giving back through his role as treasurer of The Jackson 3 Foundation, a nonprofit that supports children who have lost a parent or guardian. He also loves spending time with family and friends, traveling, golfing, and playing baseball. A country music enthusiast, he proudly roots for the San Francisco Giants and the Raiders.
About the Financial Representative Role: As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions.
Key Responsibilities:
Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.
Qualifications:
Education: A bachelor's degree is preferred.
Experience: Previous experience in financial services, insurance, or business development is beneficial but not required.
Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).
Benefits:
Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications.
Income Potential: Competitive compensation structure including performance incentives, with no ceiling.
Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals.
Retirement Benefits: Company-funded pension and contributions to PFGFour version of a profit-sharing retirement plan designed to support your long-term financial future.
Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Anthony Ivancich is a Managing Partner for NM and is not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.
$30k-44k yearly est. 19d ago
Finance Analytics & AI Enablement Intern
Align Technology 4.9
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.
..
$36k-52k yearly est. 14d ago
Financial Analyst (Rotational Development Program)
Agilent Technologies, Inc. 4.8
Finance associate job in Santa Clara, CA
This is a full-time position for recent college graduates- start date around May 2026. Financial Analysts will begin by participating in two 1-year rotations to gain exposure and experience to teams within Agilent's Finance organization such as: Financial Planning and Analysis (FP&A), Internal Audit, Corporate Controllership, and Treasury. Assignments will be in highly visible and challenging roles.
As a Financial Analyst, you will gain knowledge about Agilent's businesses and processes as you are assigned to projects and tasks, for example, financial modeling, month end close, budget to actual analysis, technical accounting research, and internal audits. You will participate in regular check-ins and networking activities to learn the different aspects of Agilent Finance and our businesses overall. Analysts will be assigned mentors to support their development and attend networking meetings. You will also network and knowledge share within your community of Finance Analysts and with other Agilent new hires. At the end of the rotation period, you will be placed in a position based on your skills, performance, and business needs.
Specific responsibilities may include:
* Providing financial analysis, reporting and business support to company management.
* Ensuring that Agilent operations are conducted in line with financial policies and controls.
* Collection, recording, consolidation, reconciliation, analysis, reporting and presentation of accounting and financial information used by management for planning and control.
* Providing business management with financial decision support and analysis, portfolio management, market model analysis, business planning, and financial reporting, planning and analysis.
* Ensuring compliance with internal financial controls and Generally Accepted Accounting Principles (GAAP).
Qualifications
* Pursuing a bachelor's degree in finance or accounting
* Good understanding of U.S. GAAP
* Strong analytical skills to interpret financial data
* Solid understanding of Office 365 (Word, Excel, Outlook, PowerPoint)
* Detail oriented with the ability to organize and prioritize
* Ability to clearly define goals and objectives
* Flexible, enthusiastic, and self-motivated
* Excellent interpersonal skills and able to work well on a team
* Self-directed, but also able to ensure proper & timely escalation of issues to supervisor or management team
* Good written and verbal communication and presentation skills
Additional Qualifications
* Relevant internship experience in finance or accounting.
* Hands-on experience in SAP systems
* Strong proficiency in Excel (create formulas, pivot tables, VLOOKUP's, macros, etc.)
Benefits
* Innovative and fun work environment
* Competitive salary
* Equity Ownership opportunities
* Healthcare benefits
* Flexible Time Off
* 401K & Company Match
* Employee Referral Bonus
* Training opportunities
The US pay range for this full-time position is $54,240 - $101,700 /yr, plus eligibility for bonus, stock and benefits. Our pay ranges are determined by role, level, and location. The range displayed on each job posting reflects the minimum and maximum new hire pay for the position across the relevant US locations. Within the range, individual pay is determined by work location and additional factors, including job-related skills, experience, and relevant education or training. During the hiring process, a recruiter can share more about the specific pay range for a preferred location. Additional details are available at: *************************************************************
Additional Details
This job has a full time weekly schedule. Applications for this job will be accepted until at least December 11, 2025 or until the job is no longer posted.
The full-time equivalent pay range for this position is $55,360.00 - $103,800.00/yr plus eligibility for bonus, stock and benefits. Our pay ranges are determined by role, level, and location. Within the range, individual pay is determined by work location and additional factors, including job-related skills, experience, and relevant education or training. During the hiring process, a recruiter can share more about the specific pay range for a preferred location. Pay and benefit information by country are available at: *************************************
Agilent Technologies, Inc. is an Equal Employment Opportunity and merit-based employer that values individuals of all backgrounds at all levels. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to sex, pregnancy, race, religion or religious creed, color, gender, gender identity, gender expression, national origin, ancestry, physical or mental disability, medical condition, genetic information, marital status, registered domestic partner status, age, sexual orientation, military or veteran status, protected veteran status, or any other basis protected by federal, state, local law, ordinance, or regulation and will not be discriminated against on these bases. Agilent Technologies, Inc., is committed to creating and maintaining an inclusive in the workplace where everyone is welcome, and strives to support candidates with disabilities. If you have a disability and need assistance with any part of the application or interview process or have questions about workplace accessibility, please email job_******************* or contact ***************. For more information about equal employment opportunity protections, please visit *********************************
Travel Required:
10% of the Time
Shift:
Day
Duration:
No End Date
Job Function:
Finance
$54.2k-101.7k yearly Auto-Apply 53d ago
Finance Intern
Etched
Finance associate job in San Jose, CA
Job Description
Finance Intern 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.
How much does a finance associate earn in Watsonville, CA?
The average finance associate in Watsonville, CA earns between $39,000 and $142,000 annually. This compares to the national average finance associate range of $50,000 to $130,000.
Average finance associate salary in Watsonville, CA