Financial Analyst 4 - Oakland, CA - Job ID 79641
Finance consultant job in Oakland, CA
The University of California Agriculture and Natural Resources (UC ANR) is a highly complex organization with operations located in 58 county offices, on three campuses, with ten research and extension centers throughout the State of California. This position requires knowledge of the policies, procedures, and technicalities of the various accounting and budget systems used by UC Berkeley, UC Riverside, UC Davis, and the Office of the President.
Help manage UCANR's budget of $300 million over a variety of funds ranging from federal, state, county, extramural, endowments, gifts, sales & service fees, indirect cost recovery fees, and program fees. These funds are deployed throughout California utilizing multiple financial systems.
This position requires a strong analytical background to develop tools and provide financial and technical analytics to support high-level decision-making. Independently perform a wide range of functions and analyze complex problems through the lens of achieving organizational goals and mission statement. Demonstrate practical and strategic judgement in selecting methods and techniques for determining solutions. Provide analytical support for budget, financial, and resource analysis projects. Provide department support in the areas of business process analysis and design, strategic planning, budget process, and financial procedures. Understands industry practices and organizational policies and procedures.
Specific skills and attributes sought are the ability to construct, manage and update large databases of staff funding, payroll, benefits, and other information used for budgeting purposes. Must have the ability to transform various and multiple forms of information and data provided by colleagues and other departments into tangible databases updates/changes. Must be able to work and collaborate with a full range of colleagues, from senior leadership to subordinates.
This position is a career appointment that is 100% fixed.
The home department for this position is Resource Planning & Management. While this position normally is based in Oakland, CA, this position is eligible for hybrid flexible work arrangements, for applicants living in the State of California, at this time. Please note that hybrid flexible work arrangements are subject to change by the University.
Budgeted Hiring Pay Scale:
Financial Analyst 4 - $98,600.00/year to $120,000.00/year
Standard Pay Scale:
Financial Analyst 4 - $98,600.00/year to $141,500.00/year
Job Posting Close Date: This job is open until filled. The first application review date will be 7/25/2025.
Key Responsibilities:
45%
Personnel Budget Administration:
Manages and reconciles the budgetary resources related to the salary and benefits costs associated with these positions by continuously monitoring funding allocations and commitments across several funding categories to determine how much funding is available. Makes recommendations to the Director and Associate Director of Resource Planning and Management and senior leadership on appropriate fund use to meet current and future salary and benefits commitments. Independently enforces division-wide position control for all budgeted positions. Assist with budgetary financial journal when necessary.
30%
Budget and Data Reporting:
Considers current financial data and constraints as well as changes in organizational structures to generate long-term financial forecasts and budgets at the unit or the Division level.
Gathers, analyzes, and interprets financial data, and prepares and summarizes periodic and ad-hoc financial plans, including operating forecasts, sources and uses reports, etc. Examples include strategic planning and modeling, monitoring performance of units relative to goals/budgets, etc.
Incorporates advanced understanding of Federal and State governmental, University, departmental, and organizational policies, procedures, precedents, and methods to resolve highly complex assignments.
Develops the basis for alternative methods to calculate various county, unit, or college metrics to further promote fairness and equity in administering ANR's mission.
20%
Formula Funds Management:
Conducts detailed analyses to determine the budget and planning impact of using federal formula funds that involve specific restrictions as mandated by federal law. Works with UC ANR Financial Services and UC ANR Program Planning and Evaluation to identify appropriate methodologies and activities to meet USDA requirements on fund usage and reporting.
5%
Projects and Committees:
Assists in projects for the Director and Associate Director of Resource Planning and Management, and senior leadership as needed. Projects include, but are not limited to, ad hoc reporting, serving on committees and assisting in system implementation related to staffing and benefit issues.
Requirements:
Advanced degree in related area and / or equivalent experience / training.
Demonstrated excellent written, verbal, and interpersonal skills to establish and maintain cooperative, tactful, effective, and harmonious working relationships with co-workers, supervisors, university employees, sponsors and the public.
Advanced service orientation and critical thinking skills; and attention to detail; in depth ability to use organizational skills to multi-task in a high-volume environment. Ability to function as a member of a team.
Programming - In depth ability to use multiple programming, database, and spreadsheet software tools (Hyperion, SaaS, VBA, and Excel) to gather information for specialized, complex financial analysis, fiscal management, and financial reports.
Skill in organizing material and information in a systematic way to optimize effective and efficient operations.
Analytical and interpretation skills, including those in Accounting and Forecasting financial data, to assist in decision making.
Experienced in use of financial transactions and financial systems, as well as related policy and accounting requirements.
Ability to adapt and be flexible to shifting priorities, demands, and timelines.
Special Conditions of Employment:
Must possess valid California Driver's License to drive a County or University vehicle. Ability and means to travel on a flexible schedule as needed, proof of liability damage insurance on vehicle used is required. Reimbursement of job-related travel will be reimbursed according to University policies.
The University reserves the right to make employment contingent upon successful completion of the background check. This is a designated position requiring a background check and may require fingerprinting due to the nature of the job responsibilities. UC ANR does hire people with conviction histories and reviews information received in the context of the job responsibilities.
As of January 1, 2014, ANR is a smoke- and tobacco-free environment in which smoking, the use of smokeless tobacco products, and the use of unregulated nicotine products (e-cigarettes), is strictly prohibited.
As a condition of employment, you will be required to comply with the University of California https://apptrkr.com/get_redirect.php?id=6652733&target URL=
Help manage UCANR's budget of $300 million over a variety of funds ranging from federal, state, county, extramural, endowments, gifts, sales & service fees, indirect cost recovery fees, and program fees. These funds are deployed throughout California utilizing multiple financial systems.
This position requires a strong analytical background to develop tools and provide financial and technical analytics to support high-level decision-making. Independently perform a wide range of functions and analyze complex problems through the lens of achieving organizational goals and mission statement. Demonstrate practical and strategic judgement in selecting methods and techniques for determining solutions. Provide analytical support for budget, financial, and resource analysis projects. Provide department support in the areas of business process analysis and design, strategic planning, budget process, and financial procedures. Understands industry practices and organizational policies and procedures.
Specific skills and attributes sought are the ability to construct, manage and update large databases of staff funding, payroll, benefits, and other information used for budgeting purposes. Must have the ability to transform various and multiple forms of information and data provided by colleagues and other departments into tangible databases updates/changes. Must be able to work and collaborate with a full range of colleagues, from senior leadership to subordinates.
This position is a career appointment that is 100% fixed.
The home department for this position is Resource Planning & Management. While this position normally is based in Oakland, CA, this position is eligible for hybrid flexible work arrangements, for applicants living in the State of California, at this time. Please note that hybrid flexible work arrangements are subject to change by the University.
Budgeted Hiring Pay Scale:
Financial Analyst 4 - $98,600.00/year to $120,000.00/year
Standard Pay Scale:
Financial Analyst 4 - $98,600.00/year to $141,500.00/year
Job Posting Close Date: This job is open until filled. The first application review date will be 7/25/2025.
Key Responsibilities:
45%
Personnel Budget Administration:
Manages and reconciles the budgetary resources related to the salary and benefits costs associated with these positions by continuously monitoring funding allocations and commitments across several funding categories to determine how much funding is available. Makes recommendations to the Director and Associate Director of Resource Planning and Management and senior leadership on appropriate fund use to meet current and future salary and benefits commitments. Independently enforces division-wide position control for all budgeted positions. Assist with budgetary financial journal when necessary.
30%
Budget and Data Reporting:
Considers current financial data and constraints as well as changes in organizational structures to generate long-term financial forecasts and budgets at the unit or the Division level.
Gathers, analyzes, and interprets financial data, and prepares and summarizes periodic and ad-hoc financial plans, including operating forecasts, sources and uses reports, etc. Examples include strategic planning and modeling, monitoring performance of units relative to goals/budgets, etc.
Incorporates advanced understanding of Federal and State governmental, University, departmental, and organizational policies, procedures, precedents, and methods to resolve highly complex assignments.
Develops the basis for alternative methods to calculate various county, unit, or college metrics to further promote fairness and equity in administering ANR's mission.
20%
Formula Funds Management:
Conducts detailed analyses to determine the budget and planning impact of using federal formula funds that involve specific restrictions as mandated by federal law. Works with UC ANR Financial Services and UC ANR Program Planning and Evaluation to identify appropriate methodologies and activities to meet USDA requirements on fund usage and reporting.
5%
Projects and Committees:
Assists in projects for the Director and Associate Director of Resource Planning and Management, and senior leadership as needed. Projects include, but are not limited to, ad hoc reporting, serving on committees and assisting in system implementation related to staffing and benefit issues.
Requirements:
Advanced degree in related area and / or equivalent experience / training.
Demonstrated excellent written, verbal, and interpersonal skills to establish and maintain cooperative, tactful, effective, and harmonious working relationships with co-workers, supervisors, university employees, sponsors and the public.
Advanced service orientation and critical thinking skills; and attention to detail; in depth ability to use organizational skills to multi-task in a high-volume environment. Ability to function as a member of a team.
Programming - In depth ability to use multiple programming, database, and spreadsheet software tools (Hyperion, SaaS, VBA, and Excel) to gather information for specialized, complex financial analysis, fiscal management, and financial reports.
Skill in organizing material and information in a systematic way to optimize effective and efficient operations.
Analytical and interpretation skills, including those in Accounting and Forecasting financial data, to assist in decision making.
Experienced in use of financial transactions and financial systems, as well as related policy and accounting requirements.
Ability to adapt and be flexible to shifting priorities, demands, and timelines.
Special Conditions of Employment:
Must possess valid California Driver's License to drive a County or University vehicle. Ability and means to travel on a flexible schedule as needed, proof of liability damage insurance on vehicle used is required. Reimbursement of job-related travel will be reimbursed according to University policies.
The University reserves the right to make employment contingent upon successful completion of the background check. This is a designated position requiring a background check and may require fingerprinting due to the nature of the job responsibilities. UC ANR does hire people with conviction histories and reviews information received in the context of the job responsibilities.
As of January 1, 2014, ANR is a smoke- and tobacco-free environment in which smoking, the use of smokeless tobacco products, and the use of unregulated nicotine products (e-cigarettes), is strictly prohibited.
As a condition of employment, you will be required to comply with the University of California https://apptrkr.com/get_redirect.php?id=6652733&target URL=This job is open until filled. The first application review date will be 7/25/2025.
Key Responsibilities:
45%
Personnel Budget Administration:
Manages and reconciles the budgetary resources related to the salary and benefits costs associated with these positions by continuously monitoring funding allocations and commitments across several funding categories to determine how much funding is available. Makes recommendations to the Director and Associate Director of Resource Planning and Management and senior leadership on appropriate fund use to meet current and future salary and benefits commitments. Independently enforces division-wide position control for all budgeted positions. Assist with budgetary financial journal when necessary.
30%
Budget and Data Reporting:
Considers current financial data and constraints as well as changes in organizational structures to generate long-term financial forecasts and budgets at the unit or the Division level.
Gathers, analyzes, and interprets financial data, and prepares and summarizes periodic and ad-hoc financial plans, including operating forecasts, sources and uses reports, etc. Examples include strategic planning and modeling, monitoring performance of units relative to goals/budgets, etc.
Incorporates advanced understanding of Federal and State governmental, University, departmental, and organizational policies, procedures, precedents, and methods to resolve highly complex assignments.
Develops the basis for alternative methods to calculate various county, unit, or college metrics to further promote fairness and equity in administering ANR's mission.
20%
Formula Funds Management:
Conducts detailed analyses to determine the budget and planning impact of using federal formula funds that involve specific restrictions as mandated by federal law. Works with UC ANR Financial Services and UC ANR Program Planning and Evaluation to identify appropriate methodologies and activities to meet USDA requirements on fund usage and reporting.
5%
Projects and Committees:
Assists in projects for the Director and Associate Director of Resource Planning and Management, and senior leadership as needed. Projects include, but are not limited to, ad hoc reporting, serving on committees and assisting in system implementation related to staffing and benefit issues.
Requirements:
Advanced degree in related area and / or equivalent experience / training.
Demonstrated excellent written, verbal, and interpersonal skills to establish and maintain cooperative, tactful, effective, and harmonious working relationships with co-workers, supervisors, university employees, sponsors and the public.
Advanced service orientation and critical thinking skills; and attention to detail; in depth ability to use organizational skills to multi-task in a high-volume environment. Ability to function as a member of a team.
Programming - In depth ability to use multiple programming, database, and spreadsheet software tools (Hyperion, SaaS, VBA, and Excel) to gather information for specialized, complex financial analysis, fiscal management, and financial reports.
Skill in organizing material and information in a systematic way to optimize effective and efficient operations.
Analytical and interpretation skills, including those in Accounting and Forecasting financial data, to assist in decision making.
Experienced in use of financial transactions and financial systems, as well as related policy and accounting requirements.
Ability to adapt and be flexible to shifting priorities, demands, and timelines.
Special Conditions of Employment:
Must possess valid California Driver's License to drive a County or University vehicle. Ability and means to travel on a flexible schedule as needed, proof of liability damage insurance on vehicle used is required. Reimbursement of job-related travel will be reimbursed according to University policies.
The University reserves the right to make employment contingent upon successful completion of the background check. This is a designated position requiring a background check and may require fingerprinting due to the nature of the job responsibilities. UC ANR does hire people with conviction histories and reviews information received in the context of the job responsibilities.
As of January 1, 2014, ANR is a smoke- and tobacco-free environment in which smoking, the use of smokeless tobacco products, and the use of unregulated nicotine products (e-cigarettes), is strictly prohibited.
As a condition of employment, you will be required to comply with the University of California https://apptrkr.com/get_redirect.php?id=6652733&target URL=. Makes recommendations to the Director and Associate Director of Resource Planning and Management and senior leadership on appropriate fund use to meet current and future salary and benefits commitments. Independently enforces division-wide position control for all budgeted positions. Assist with budgetary financial journal when necessary.
30%
Budget and Data Reporting:
Considers current financial data and constraints as well as changes in organizational structures to generate long-term financial forecasts and budgets at the unit or the Division level.
Gathers, analyzes, and interprets financial data, and prepares and summarizes periodic and ad-hoc financial plans, including operating forecasts, sources and uses reports, etc. Examples include strategic planning and modeling, monitoring performance of units relative to goals/budgets, etc.
Incorporates advanced understanding of Federal and State governmental, University, departmental, and organizational policies, procedures, precedents, and methods to resolve highly complex assignments.
Develops the basis for alternative methods to calculate various county, unit, or college metrics to further promote fairness and equity in administering ANR's mission.
20%
Formula Funds Management:
Conducts detailed analyses to determine the budget and planning impact of using federal formula funds that involve specific restrictions as mandated by federal law. Works with UC ANR Financial Services and UC ANR Program Planning and Evaluation to identify appropriate methodologies and activities to meet USDA requirements on fund usage and reporting.
5%
Projects and Committees:
Assists in projects for the Director and Associate Director of Resource Planning and Management, and senior leadership as needed. Projects include, but are not limited to, ad hoc reporting, serving on committees and assisting in system implementation related to staffing and benefit issues.
Requirements:
Advanced degree in related area and / or equivalent experience / training.
Demonstrated excellent written, verbal, and interpersonal skills to establish and maintain cooperative, tactful, effective, and harmonious working relationships with co-workers, supervisors, university employees, sponsors and the public.
Advanced service orientation and critical thinking skills; and attention to detail; in depth ability to use organizational skills to multi-task in a high-volume environment. Ability to function as a member of a team.
Programming - In depth ability to use multiple programming, database, and spreadsheet software tools (Hyperion, SaaS, VBA, and Excel) to gather information for specialized, complex financial analysis, fiscal management, and financial reports.
Skill in organizing material and information in a systematic way to optimize effective and efficient operations.
Analytical and interpretation skills, including those in Accounting and Forecasting financial data, to assist in decision making.
Experienced in use of financial transactions and financial systems, as well as related policy and accounting requirements.
Ability to adapt and be flexible to shifting priorities, demands, and timelines.
Special Conditions of Employment:
Must possess valid California Driver's License to drive a County or University vehicle. Ability and means to travel on a flexible schedule as needed, proof of liability damage insurance on vehicle used is required. Reimbursement of job-related travel will be reimbursed according to University policies.
The University reserves the right to make employment contingent upon successful completion of the background check. This is a designated position requiring a background check and may require fingerprinting due to the nature of the job responsibilities. UC ANR does hire people with conviction histories and reviews information received in the context of the job responsibilities.
As of January 1, 2014, ANR is a smoke- and tobacco-free environment in which smoking, the use of smokeless tobacco products, and the use of unregulated nicotine products (e-cigarettes), is strictly prohibited.
As a condition of employment, you will be required to comply with the University of California https://apptrkr.com/get_redirect.php?id=6652733&target URL=.
Develops the basis for alternative methods to calculate various county, unit, or college metrics to further promote fairness and equity in administering ANR's mission.
20%
Formula Funds Management:
Conducts detailed analyses to determine the budget and planning impact of using federal formula funds that involve specific restrictions as mandated by federal law. Works with UC ANR Financial Services and UC ANR Program Planning and Evaluation to identify appropriate methodologies and activities to meet USDA requirements on fund usage and reporting.
5%
Projects and Committees:
Assists in projects for the Director and Associate Director of Resource Planning and Management, and senior leadership as needed. Projects include, but are not limited to, ad hoc reporting, serving on committees and assisting in system implementation related to staffing and benefit issues.
Requirements:
Advanced degree in related area and / or equivalent experience / training.
Demonstrated excellent written, verbal, and interpersonal skills to establish and maintain cooperative, tactful, effective, and harmonious working relationships with co-workers, supervisors, university employees, sponsors and the public.
Advanced service orientation and critical thinking skills; and attention to detail; in depth ability to use organizational skills to multi-task in a high-volume environment. Ability to function as a member of a team.
Programming - In depth ability to use multiple programming, database, and spreadsheet software tools (Hyperion, SaaS, VBA, and Excel) to gather information for specialized, complex financial analysis, fiscal management, and financial reports.
Skill in organizing material and information in a systematic way to optimize effective and efficient operations.
Analytical and interpretation skills, including those in Accounting and Forecasting financial data, to assist in decision making.
Experienced in use of financial transactions and financial systems, as well as related policy and accounting requirements.
Ability to adapt and be flexible to shifting priorities, demands, and timelines.
Special Conditions of Employment:
Must possess valid California Driver's License to drive a County or University vehicle. Ability and means to travel on a flexible schedule as needed, proof of liability damage insurance on vehicle used is required. Reimbursement of job-related travel will be reimbursed according to University policies.
The University reserves the right to make employment contingent upon successful completion of the background check. This is a designated position requiring a background check and may require fingerprinting due to the nature of the job responsibilities. UC ANR does hire people with conviction histories and reviews information received in the context of the job responsibilities.
As of January 1, 2014, ANR is a smoke- and tobacco-free environment in which smoking, the use of smokeless tobacco products, and the use of unregulated nicotine products (e-cigarettes), is strictly prohibited.
As a condition of employment, you will be required to comply with the University of California Policy on Vaccination Programs, as may be amended or revised from time to time. Federal, state, or local public health directives may impose additional requirements.
Exercise the utmost discretion in managing sensitive information learned in the course of performing their duties. Sensitive information includes but is not limited to employee and student records, health and patient records, financial data, strategic plans, proprietary information, and any other sensitive or non-public information learned during the course and scope of employment. Understands that sensitive information should be shared on a limited basis and actively takes steps to limit access to sensitive information to individuals who have legitimate business need to know. Ensure that sensitive information is properly safeguarded. Follow all organizational policies and laws on data protection and privacy. This includes secure handling of physical and digital records and proper usage of IT systems to prevent data leaks. The unauthorized or improper disclosure of confidential work-related information obtained from any source on any work-related matter is a violation of these expectations.
Misconduct Disclosure Requirement: As a condition of employment, the final candidate who accepts a conditional offer of employment will be required to disclose if they have been subject to any final administrative or judicial decisions within the last seven years determining that they committed any misconduct; received notice of any allegations or are currently the subject of any administrative or disciplinary proceedings involving misconduct; have left a position after receiving notice of allegations or while under investigation in an administrative or disciplinary proceeding involving misconduct; or have filed an appeal of a finding of misconduct with a previous employer.
a. "Misconduct" means any violation of the policies or laws governing conduct at the applicant's previous place of employment, including, but not limited to, violations of policies or laws prohibiting sexual harassment, sexual assault, or other forms of harassment, discrimination, dishonesty, or unethical conduct, as defined by the employer. For reference, below are UC's policies addressing some forms of misconduct:
https://apptrkr.com/get_redirect.php?id=6652733&target URL=
Exercise the utmost discretion in managing sensitive information learned in the course of performing their duties. Sensitive information includes but is not limited to employee and student records, health and patient records, financial data, strategic plans, proprietary information, and any other sensitive or non-public information learned during the course and scope of employment. Understands that sensitive information should be shared on a limited basis and actively takes steps to limit access to sensitive information to individuals who have legitimate business need to know. Ensure that sensitive information is properly safeguarded. Follow all organizational policies and laws on data protection and privacy. This includes secure handling of physical and digital records and proper usage of IT systems to prevent data leaks. The unauthorized or improper disclosure of confidential work-related information obtained from any source on any work-related matter is a violation of these expectations.
Misconduct Disclosure Requirement: As a condition of employment, the final candidate who accepts a conditional offer of employment will be required to disclose if they have been subject to any final administrative or judicial decisions within the last seven years determining that they committed any misconduct; received notice of any allegations or are currently the subject of any administrative or disciplinary proceedings involving misconduct; have left a position after receiving notice of allegations or while under investigation in an administrative or disciplinary proceeding involving misconduct; or have filed an appeal of a finding of misconduct with a previous employer.
a. "Misconduct" means any violation of the policies or laws governing conduct at the applicant's previous place of employment, including, but not limited to, violations of policies or laws prohibiting sexual harassment, sexual assault, or other forms of harassment, discrimination, dishonesty, or unethical conduct, as defined by the employer. For reference, below are UC's policies addressing some forms of misconduct:
UC Sexual Violence and Sexual Harassment Policy
UC Anti-Discrimination Policy
Abusive Conduct in the Workplace
To apply, please visit: https://careerspub.universityofcalifornia.edu/psc/ucanr/EMPLOYEE/HRMS/c/HRS_HRAM_FL.HRS_CG_SEARCH_FL.GBL?Page=HRS_APP_JBPST_FL&JobOpeningId=79641&PostingSeq=1&SiteId=17&language Cd=ENG&FOCUS=Applicant
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Entry-Level Investment Advisor
Finance consultant job in Roseville, CA
Are you a driven self-starter with strong principles who is interested in making a positive difference in the lives of others? We are looking for you! New York Life is growing its team by hiring a financial service professional who can offer our wealth of financial products and services to clients who are striving to establish strong financial foundations and achieve their monetary goals for a bright future.
Training, Support, and Professional Development: New York Life offers a comprehensive two-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company.
About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies.
Financial Service Professionals offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M/F/D/V
1-Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time.
Compensation:
$62,500 - $229,000
Responsibilities:
Leverage marketing and social media tools to identify, pursue, and secure new clients who can benefit from having a trusted financial service professional
Employ a research-based approach to providing financial advice and strategies based on educational meetings and/or seminars centered on client risk tolerance and financial goals
Create customized financial plans using the products and services we offer based on each client's potential life and financial needs
Collect and organize each client's financial information using a CRM to determine financial status, financial goals, cash flow, and financial expectations
Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
Qualifications:
Must possess uncompromising integrity and the ability to communicate complex ideas
Must have effective relationship management skills
Required to effectively network to identify potential new clients
About Company
New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of clients.
#WHINS2
Compensation details: 62500-229000 Yearly Salary
PIf027660f81b9-26***********3
Easy ApplyInvestment Banking Associate
Finance consultant job in San Francisco, CA
Blacklock Group are partnered with an elite boutique who are looking to add an associate to their M&A group. The group are particularly strong in the healthcare and tech spaces.
Candidates with strong sell-side M&A reps are sought after for this opportunity.
175k - 225k base salary, with a competitive bonus.
Investment Associate (Venture Focus) for Family Office
Finance consultant job in San Jose, CA
Our client, a lean family office, is seeking an intellectually curious, motivated, and hard-working associate with a passion for investing and technology to join their dynamic team.
About the Role
The Associate will assist in every phase of the investment process, including portfolio monitoring and evaluation, due diligence of private market investment opportunities, and financial modeling.
Responsibilities
Analyzing and tracking portfolio company performance and communications
Building and maintaining financial models, market research, and company research
Preparing investment memoranda on potential and existing investments
Compiling data into actionable reports/presentations in Excel and PowerPoint
Assisting and supporting finance/accounting colleagues on capital management and maintaining investment documents
Thinking strategically about improving company operations
Maintaining relationships with portfolio companies and fund managers
Attending conferences and meetings, which may require occasional domestic travel
Conducting ad hoc data and/or investment projects
Qualifications
BA/BS from a leading undergraduate institution majoring in economics, finance, engineering, computer science or related field
2-4 years of experience in venture capital, private equity, growth equity, or a related analytical role (banking, corporate strategy, or technology)
Required Skills
Strong interest in technology and emerging innovative sectors (Fintech, Dual-use, AI, Crypto, Deep/Frontier Tech)
Excellent written and communications skills, with the demonstrated ability to clearly and quickly communicate ideas and recommendations verbally and in writing
Exceptional Excel, modeling, and forecasting skills are essential, as is thorough knowledge of Word and PowerPoint
Strong financial research skills, producing and maintaining quantitative financial models
Excellent problem-solving skills, documentation skills and ability to work independently
Strong work ethic, attention to detail, team orientation, and commitment to excellence
Ability to multitask and thrive in a fast-paced environment
Team-oriented and collaborative - shares knowledge, participates in discussions, and provides support to colleagues across all investment areas and activities
High level of intellectual horsepower and curiosity - keeps an open mind to new information and insights to improve processes and decisions
Detail-oriented and able to learn new systems and workflows quickly
Financial Consultant - Sunnyvale, CA
Finance consultant job in California
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 - FINRACategory:Sales
Financial Operations and Budget Analyst
Finance consultant job in Stanford, CA
The Stanford School of Medicine's Department of Neurosurgery is seeking an experienced staffer for a Financial Operations and Budget Analyst (Financial Analyst 2) role. In this pivotal role, you will engage in financial functions requiring expertise in financial and data analysis, upholding University, School, and Department policies, external regulations, and established precedents. Your contributions will help further establish the financial infrastructure of our department, providing you with the opportunity to collaborate with colleagues across various operational domains. As a key member of our finance team, you will report directly to the Finance Manager, supporting our financial strategies forward. Join us and be a part of something bigger than the numbers.
Duties include*:
Perform and design ad hoc analyses of large complex data sets: reconcile complex accounts. Identify and resolve complex issues which may span multiple areas.
Construct and assemble data for budgeting and decision making; develop conclusions, and present high level summary of recommendations. May develop annual budget for individual department/unit.
Conduct analysis and resolution, and recognize exceptions. Participate in developing solutions that may require policy changes or the development of new processes; maintain broader organizational perspective in decision making.
Execute internal control programs established by management, research new regulations, and recommend and implement approved changes. May manage compliance program for area of responsibility, and create complex compliance reports.
Develop reports and presentations of complex financial data and metrics for management and third parties.
Participate as a member of a project team; support new initiatives. Make decisions determining approach to managing and completing processes.
Contribute to unit and organization strategy; assist in the development of change management plans and materials as needed.
Develop and maintain desktop procedures and process documentation for area of responsibility.
Define requirements, develop and implement complex test cases, perform system testing and analyze results.
Participate in critical analysis of existing systems and processes, and identify opportunities for process improvement.
Provide consulting advice to client group(s); serve as a resource on matters that require specific technical, financial, or subject matter expertise; support negotiations with external partners.
May supervise, train, coach, and review the work of other staff, as needed. Contribute primarily through applying individual expertise.
* - Other duties may also be assigned.
EDUCATION & EXPERIENCE (REQUIRED):
Bachelor's degree and four years of relevant experience or combination of education and relevant experience.
KNOWLEDGE, SKILLS AND ABILITIES (REQUIRED):
Advanced proficiency in business applications, such as Microsoft Office suite, especially Excel.
Demonstrated knowledge of financial systems; internet and computer literacy.
Knowledge of GAAP.
Strong communication skills, including ability to prepare materials for and clearly and effectively communicate information to internal and external audiences and client groups.
Demonstrated project management skills and ability to contribute to or lead part of a multi-functional team.
PHYSICAL REQUIREMENTS*:
Constantly sitting.
Frequently perform desk-based computer tasks, use telephone, writing by hand, sort/file paperwork.
Occasionally stand/walk, lift/carry objects weighing 11-20 pounds.
Rarely reach/work above shoulder.
* - Consistent with its obligations under the law, the University will provide reasonable accommodation to any employee with a disability who requires accommodation to perform the essential functions of his or her job.
WORKING CONDITIONS:
Routine extended working hours during peak cycles; travel to school/unit sites across university.
WORK STANDARDS:
Interpersonal Skills: Demonstrates the ability to work well with Stanford colleagues and clients and with external organizations.
Promote Culture of Safety: Demonstrates commitment to personal responsibility and value for safety; communicates safety concerns; uses and promotes safe behaviors based on training and lessons learned.
Subject to and expected to comply with all applicable University policies and procedures, including but not limited to the personnel policies and other policies found in the University's Administrative Guide, *******************************
The expected pay range for this position is $116,995 to $135,302 per annum.
Stanford University provides pay ranges representing its good faith estimate of what the university reasonably expects to pay for a position. The pay offered to a selected candidate will be determined based on factors such as (but not limited to) the scope and responsibilities of the position, the qualifications of the selected candidate, departmental budget availability, internal equity, geographic location and external market pay for comparable jobs.
At Stanford University, base pay represents only one aspect of the comprehensive rewards package. The Cardinal at Work website (***************************************************** provides detailed information on Stanford's extensive range of benefits and rewards offered to employees. Specifics about the rewards package for this position may be discussed during the hiring process.
Consistent with its obligations under the law, the University will provide reasonable accommodations to applicants and employees with disabilities. Applicants requiring a reasonable accommodation for any part of the application or hiring process should contact Stanford University Human Resources by submitting a contact form.
Stanford is an equal employment opportunity and affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other characteristic protected by law.
The job duties listed are typical examples of work performed by positions in this job classification and are not designed to contain or be interpreted as a comprehensive inventory of all duties, tasks, and responsibilities. Specific duties and responsibilities may vary depending on department or program needs without changing the general nature and scope of the job or level of responsibility. Employees may also perform other duties as assigned.
SAP Finance Control Consultant
Finance consultant job in Irvine, CA
Digital & IT SAP FICO Specialist
Full-time | Permanent
About the Role:
Seeking a seasoned SAP Finance & Controlling (FICO) Subject Matter Expert with hands-on experience in SAP ECC 6.0 and S/4 HANA. The ideal candidate will ensure SAP solutions align with global business processes and templates while supporting Finance, Controlling, and Project Systems modules. Manufacturing industry experience preferred.
Key Responsibilities:
Act as SME for SAP FICO, advising on system design, configuration, and integration.
Gather, analyze, and document business requirements across Finance and Controlling functions.
Collaborate with cross-functional teams and developers to deliver scalable SAP solutions.
Support SAP template deployment, process design, and continuous improvement initiatives.
Lead configuration, testing, and implementation for financial and cost management processes.
Qualifications:
Bachelor's degree in IT, Finance, or related field.
5+ years of SAP full-cycle implementation experience in FICO and management accounting.
Experience with customized SAP processes, RICEFW, BAPI, user exits, and integrations.
Strong understanding of accounting standards, compliance (DFARS/ITAR), and SAP best practices.
Excellent communication and stakeholder management skills.
Corporate Finance & Strategy, Revenue
Finance consultant job in San Francisco, CA
About Anthropic
Anthropic is a public benefit corporation headquartered in San Francisco, focusing on creating AI systems that are both safe and beneficial. As a cutting-edge AI research company, Anthropic emphasizes developing reliable, interpretable, and steerable AI technologies. The company operates on the principle that AI holds significant social and ethical implications, and therefore strives to maintain a diverse and representative team. Anthropic is known for fostering a collaborative environment where team members work on large-scale research projects. Their work often intersects with extensive empirical sciences similar to those seen in fields like physics and biology. Key research topics have included GPT-3 and concrete problems in AI safety.
About this Role
The Corporate Finance & Strategy, Revenue role at Anthropic involves serving as a strategic partner to company leadership by leveraging data to inform crucial business decisions. This position requires a proficient finance expert to lead revenue narratives and analytics, joining forces with several key teams within Anthropic to tell the overarching revenue story. Successful candidates will have a hand in driving strategic revenue planning, analysis, and delivering insights that impact executive and external communications. In this role, individuals have the unique opportunity to influence how Anthropic perceives, predicts, and conveys its revenue trajectory. By operating at the confluence of finance, strategy, and business operations, they will transform complex revenue dynamics into coherent narratives, crucially affecting cross-organizational strategic decisions.
Responsibilities
Own the corporate revenue forecast, synthesizing inputs from GTM Finance & Strategy and Product F&S teams to develop company-wide revenue projections.
Partner with GTM Finance & Strategy to develop a deep understanding of revenue drivers, trends, and business model dynamics across API, enterprise, and consumer offerings.
Build and maintain revenue models that incorporate pricing strategies, customer cohort behavior, product mix, and market trends.
Participate in monthly and quarterly revenue reviews with senior leadership, providing insights on performance against plan, key drivers of variance, and forward-looking trends.
Collaborate across Corporate F&S to prepare revenue-related materials for board meetings, investor updates, and external communications.
Develop executive-ready presentations and narratives that clearly communicate revenue performance, risks, and opportunities to various stakeholder audiences.
Drive cross-functional alignment on revenue recognition policies and definitions in partnership with Accounting and F&S teams.
Identify process improvement opportunities and drive initiatives to enhance financial planning capabilities and operational rigor.
Support month-end and quarter-end close activities, including forecasting and variance analysis.
Requirements
Have 5+ years of experience in FP&A, corporate finance, strategic finance, or revenue operations roles, preferably at high-growth technology companies.
Possess exceptional analytical and financial modeling skills, with demonstrated ability to build complex revenue models and forecasts.
Have strong business acumen and can quickly develop deep understanding of revenue drivers, business models, and go-to-market dynamics.
Demonstrate excellent communication and storytelling abilities, with experience presenting to C-suite executives and board members.
Are highly proficient in Excel/Google Sheets and financial planning tools.
Have a strategic mindset with the ability to balance detailed analysis with big-picture thinking.
Thrive in fast-paced, dynamic environments and can navigate ambiguity with confidence.
Possess strong collaboration skills and can build effective partnerships across functions and levels.
Are passionate about Anthropic's mission to build safe, beneficial AI systems.
Benefits
Competitive compensation and benefits.
Optional equity donation matching.
Generous vacation and parental leave.
Flexible working hours.
Collaborative office space in San Francisco.
#J-18808-Ljbffr
Financial Advisor
Finance consultant job in California
This job posting is anticipated to remain open for 30 days, from 22-Jul-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.
Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.
We'll give you the support you need. Our team will be there every step of the way, providing:
Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹.
Salary for the first five years as you begin to build your practice²
A firm-provided branch office in the community
Branch office support to help lighten the load so you can focus on your clients
A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way.
You can also expect...
No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in
A compensation package that includes opportunities for commissions, profit sharing and incentive travel
The flexibility that you need to balance your personal and professional lives - the best of both worlds
A culture of continuous improvement and professional development
Key Responsibilities
Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).
Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.
Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.
¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration
² As your new asset compensation and commissions increase over the first five years, salary will decrease
Benefits:
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page.
Compensation:
We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years.
For more information regarding compensation please click the link below.
New Financial Advisors Compensation
Supplemental Starting Salary Range $45,000 - $100,000
Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf.
Read More About Job Overview
Skills/Requirements
Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance.
What characteristics would make you a successful financial advisor?
An interest in financial services/markets and how they work
Love of learning and challenges, including determination to succeed
Skilled in long-term relationship building
Comfortable in your ability to think critically
Passion for new opportunities
Can you see yourself...
Learning to be a financial advisor through our comprehensive training program?
Delivering personalized investment and financial solutions to your clients?
Taking ownership of your business's growth and success?
Meeting professional and personal objectives as they relate to building your practice?
Working in and positively impacting your local community?
Skills/Requirements
Candidates should have at least one of the four qualifications bullets listed below:
A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry
Financial services and/or sales experience
Financial services registration, licensing, or certification
Professional and/or military career progression
Licensing:
SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.
FINRA registrations required within three months. State insurance licenses will be required.
As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.
Read More About Skills/Requirements
Awards & Accolades
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Read More About Awards & Accolades
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
#LI-USFATA
Sap Financial Accounting Consultant
Finance consultant job in Santa Clara, CA
Role: SAP Fico Consultant - Open for relocation
Duration: 6+ Months
Note: Must have 12+ years of experience in SAP.
Educational Background: Bachelor's or master's degree in finance, Accounting, Information Technology, or a related field.
Experience: Minimum of 5 years of hands-on experience in SAP FICO module configuration and implementation.
Certifications: SAP FICO certification is highly desirable.
Technical Skills: Proficiency in SAP ECC and S/4HANA environments, with a strong understanding of integration points between SAP FICO and other modules.
Analytical Skills: Strong problem-solving abilities with attention to detail.
Communication Skills: Excellent verbal and written communication skills, with the ability to interact effectively with stakeholders at all levels.
Project Management: Experience in managing or participating in full-cycle SAP implementations and support projects
Trade Analyst
Finance consultant job in Orange, CA
About Solaris Paper:
Solaris Paper is among the fastest-growing tissue manufacturers in the United States, with production facilities strategically located in California, Oklahoma, and Virginia. A proud member of Asia Pulp & Paper Group (APP), Solaris benefits from being part of one of the world's largest integrated paper companies, whose products reach customers in over 150 countries. The tissue finished goods division of APP, Tissues International, ranks as one of the global leaders in its sector, offering a diverse portfolio of products across 18 brands and five categories, produced in 18 converting factories worldwide.
About Our Products:
Our products include premium bath tissue, paper towels and facial tissue. Our family of brands include LoCor Towel and Tissue and Advanced Dispensing Systems, Livi VPG Select and Livi VPG towel and tissue and FIORA branded consumer towel and tissue products - one of the fastest growing consumer brands in North America.
Ensuring supply chain integrity and commitment to the Sustainable Roadmap Vision 2030 are crucial to APP's operations. Learn more about our path to operational excellence by reading our Sustainability Reports and Forest Conservation Policy at: ****************************************************
About the role:
We are seeking a detail-oriented and analytical Trade Analyst to join our Trade Marketing department. As a Trade Analyst, you will be responsible for managing the Trade Marketing lifecycle, including promotion planning, invoiced shipments, expense accruals, customer claims receipt, and claims settlement. You will work closely with cross-functional teams such as Sales, Business Operations, Marketing, and Accounting to ensure accurate and timely financials.
Job Responsibilities:
Match customer claims to approved promotional plans and facilitate the resolution of settlement issues in collaboration with the Trade Marketing team, Sales, and Brokers.
Coordinate with the Accounts Receivable team to maintain alignment between Trade Settlement and Invoicing, Cash Application, and Customer Collections
Issue customer checks as authorized through approved promotional activity.
Identify discrepancies between trade fund accruals and claims to enhance the accuracy and reliability of Trade Promotion planning and accrual
Perform ad-hoc financial analyses as needed
Build effective relationships and partner with internal customers, including Sales Directors, Trade Managers, and Accounting personnel
Collaborate with external stakeholders such as Customer Accounting Departments, Category Managers, and Brokers depending on the project requirements
Demonstrate a commitment to quality performance through personal example by adopting a customer-based approach to business support
Drive process improvements designed to increase efficiency within the function and organization
Enhance the position by thoroughly reviewing all activities performed in order to improve the quality and productivity of services provided
Basic Qualifications:
BS degree in Business, Accounting or Finance preferred
Strong organizational and communication skills
Ability to build effective relationships and collaborate with internal and external stakeholders
Intermediate Microsoft Excel Skills
Proficiency in understanding and implementing complex concepts, processes, and business structures
Excellent communication and interpersonal skills
Solaris Paper Inc. is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, sexual orientation, or expression.
Lead Analyst- Investments
Finance consultant job in Fountain Valley, CA
Job Title: Lead Analyst - Capital Projects & Operations
Department: Supply Chain & Operations
Schedule: Mon-Fri 8:00-5:00 (100% Onsite)
Pay: $30-$44/hr. DOE
We're looking for a strategic and detail-oriented Lead Analyst to join our Capital Projects & Operations team. This role plays a key part in managing investment initiatives across our distribution network, including procurement, budgeting, and project execution. The ideal candidate will bring strong analytical skills, vendor management experience, and a collaborative mindset to support facility improvements, capital planning, and operational efficiency.
This opportunity is with a global automotive parts distributor that supports one of the world's leading vehicle brands. With a strong presence across North America, the company specializes in supplying high-quality components, managing logistics operations, and driving innovation in vehicle systems and aftermarket support.
Key Responsibilities:
Capital Planning & Procurement
Lead the development of investment proposals and business cases, ensuring alignment with operational goals and financial targets.
Manage supplier engagement from RFQ issuance through contract negotiation and award, ensuring cost transparency and value optimization.
Oversee purchasing strategies for facility equipment and supplies, identifying cost-saving opportunities and ensuring timely procurement.
Collaborate with internal stakeholders to ensure contract terms meet operational needs and compliance standards.
Budget Oversight & Financial Coordination
Monitor and track capital budgets, ensuring expenditures align with approved plans and identifying variances for resolution.
Coordinate invoice processing and vendor payments, serving as the liaison between suppliers and finance teams.
Support annual budget planning and forecasting, maintaining accurate records and reporting across multiple projects and facilities.
Project Execution & Operational Support
Manage end-to-end execution of capital projects, including equipment installations and facility upgrades.
Define project scopes, timelines, and deliverables, and ensure cross-functional alignment throughout the lifecycle.
Track progress, mitigate risks, and provide regular updates to leadership and stakeholders.
Support facility startups and expansions, ensuring timely delivery of materials and smooth operational launches.
Cross-Functional Collaboration & Continuous Improvement
Partner with Lean Operations and PDC teams to identify process improvements and support strategic initiatives.
Analyze equipment needs and operational trends to inform future investment planning.
Maintain vendor performance standards and initiate corrective actions when necessary.
Contribute to system enhancements and process optimization across procurement and financial workflows.
Qualifications:
Bachelor's degree in Business Administration or related field preferred
4-6 years of experience in supply chain, procurement, or capital project management (automotive industry experience a plus)
Strong understanding of budgeting, forecasting, and financial reporting
Experience with supplier negotiations, RFQs, and contract administration
Proficiency in Microsoft Office Suite; SAP experience preferred
Excellent analytical, organizational, and communication skills
Fluency in Korean is required
Occasional travel (up to 20%)
Desired Skills and Experience
Capital Project Management
Procurement & Vendor Management
Budgeting & Forecasting
Financial Reporting
RFQ & Contract Negotiation
Operational Efficiency
Facility & Equipment Planning
SAP (preferred)
Microsoft Excel & PowerPoint
Cross-Functional Collaboration
Lean Operations
Process Improvement
Korean Language Fluency
Automotive Supply Chain (preferred)
Project Execution & Tracking
All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance. For unincorporated Los Angeles county, to the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions.
Financial Planning Analyst
Finance consultant job in San Francisco, CA
We are seeking a highly motivated and analytical finance professional to join our team in a dynamic and growth-oriented environment. This role will play a critical part in driving strategic financial planning and analysis (FP&A), supporting budgeting, forecasting, and performance tracking aligned with organizational goals. The ideal candidate will collaborate cross-functionally to deliver insightful financial reporting and variance analysis, support mergers and acquisitions (M&A) diligence and integration, and support initiatives in reporting automation and process improvement.*
This role is on-site based in downtown San Francisco with an immediate start date.
Compensation: $80,000 - $95,000.00/year
Interested and qualified candidates should include their resume and cover letter addressing what interests you about the position and what draws you to the Bay Club as an organization.
*
Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time.
PRIMARY JOB FUNCTIONS
Strategic FP&A: Support planning, forecasting, and budgeting aligned with growth and operational targets
Financial Reporting & Variance Analysis: Partner with Accounting and Operations to identify, investigate, and explain variances
M&A Diligence & Integration: Support financial diligence and modeling for potential acquisitions, ensuring seamless integration into Bay Club's operations
Reporting Automation & Process Improvement: Build and maintain standardized reports, streamline processes, and enhance controls and documentation
MINIMUM QUALIFICATIONS
Strong Excel skills and analytical capabilities; comfort working with large datasets
Excellent collaboration skills and proven ability to work cross-functionally
Experience in financial modeling and transforming complex data sets into actionable insights
EDUCATION
Bachelor's or Master's degree and 1-3+ years of finance or accounting experience
WORTH ETHIC
Collaborative and growth-oriented, with a lean structure that encourages open communication and hard work.
ABOUT BAY CLUB
The Bay Club is a rapidly growing active lifestyle company, currently operating in three states across 30+ locations throughout California and the Pacific Northwest. Bay Club operates diverse business segments, including fitness, hospitality, sports, and social experiences, and sits within the Sports, Outdoor Recreation, and Active Lifestyle category. Bay Club's highly actionable M&A pipeline positions the company for continued rapid expansion in the near term. Headquartered in San Francisco and backed by KKR, Bay Club is committed to providing integrated, high-quality offerings across our communities.
Our Culture
Our unique culture is at the heart of all we do and is guided by our values and behaviors. It's what we expect of ourselves and each other every day. We call it our “Code of Culture”.
Our Code of Culture includes Our Mantra, Our Actions We Live By, and Pete's Promise:
Our Mantra:
Respect The Past
Accept Responsibility
Pay it Forward
Our Actions We Live By:
Actions We Live By. It's who we are when we step into our
full power
.
Keep It Real. Always. We need open and honest discussions. We need courage to speak up and to call things out that aren't good enough. And we navigate tough conversations with empathy and grace.
Think Ahead. Be An Owner. Always be proactive, not reactive; be on the front foot. If we want to be an owner of this business, we must act like it!
Stay Humble. Hustle Harder. Show up and do the hard work. Be a gritty, roll-up-your-sleeves kind of crew. Know it's never about one person-we are a part of a powerful team.
One Team. One Voice. Be ONE united team. When we move in the same direction, there are no limits to what we can accomplish.
Be Curious. Ask Why. Stay member curious. We seek to understand, and we
never
settle. We ask questions to truly understand the core of a matter.
Pete's Promise:
Service Forward
Ruthlessly Consistent
Do the Right Thing
Senior Financial Business Analyst
Finance consultant job in San Jose, CA
Why choose us?
Are you ready to take the next step in your career? Join us for an exciting opportunity at Albertsons Companies, where innovation and customer service go hand-in-hand!
At Albertsons Companies, we are looking for someone who's not just seeking a job, but someone who wants to make an impact. In this role, you'll have the opportunity to lead, innovate, and contribute to the growth of a company that values great service and lasting customer relationships. This position offers the chance to work in a fast-paced, dynamic environment that's constantly evolving.
Main Responsibilities
The Senior Financial Business Analyst role will assist in providing financial guidance, analytical support, key insights, trends, and business recommendations within the Digital Shopper Experience Organization (Omnichannel eCommerce and In Store) supporting strategic initiatives fueling growth for Albertsons Companies, Inc (ACI) over the longer term. You will have a key part to gather, organize, analyze, and present data used to drive strategic growth initiatives, business results, improve the customer journey and connected experiences. You will deliver data modeling, investment analytics, result validations, and performance measurements to guide strategic direction across Digital and Data Insights program and project initiatives. You will create data-driven insights to influence business units and create decision-making tools under varying amounts of guidance and direction. This role will interface with all levels of Business, Tech, Division, and Corporate staff in addressing business and financial questions, analytics, recommendations, results, processes, and presentations. You will build models, story-telling presentation decks, Power BI dashboard tools and interactive visualizations that highlight KPIs, opportunities, and results. This role will act as a finance business partner for Digital Shopper Experience, Data Insights, and Loyalty Products business units.
Perform quantitative and qualitative analyses to build support for strategic growth, new programs, tools, features, and attributes. Prioritize and manage multiple projects simultaneously.
Build financial models, Power BI dashboard tools and interactive insights, evaluate complex financial analyses of strategic initiatives; identify and measure sales, margin, earnings, and investment IRR/NPV.
Develop financial projections to understand cost/benefits of rolling out new growth initiatives; generate assumptions, build “what if” scenarios for financial outcomes.
Partner with the business to create deep dive analytics, measurements, and presentations that showcase the business value and rationale of launching growth initiatives; collaborate to generate insights and recommendations based on market pre/post results, identify risks and opportunities, tailor presentations to audiences (business units, tech, executives) based on their needs and priorities.
Drive a data-driven, data-mining analytical process of identifying variances from trends and planned/projected results, create actionable steps and recommendations to course-correct when needed.
Create and maintain multifaceted databases to generate reports and financial tools; utilize knowledge in Excel, SQL and data warehouse architecture to solve problems and opportunities.
Acquire solid understanding of ACI business and proactively look for ways to provide solutions, create value, rigor and discipline to analytics, with a commitment to excellence and a passion for understanding business implications of analytical results.
We Are Looking For Candidates Who Possess The Following
Bachelor's degree in finance or related quantitative field.
Minimum 4+ years of experience in data and business analysis, finance, and financial modeling.
Retail or CPG experience preferred. Consulting or corporate strategy background a plus.
Strength in ability to analyze, navigate, interpret, and report on large financial data sets.
Strong data-mining skills, ability to synthesize and clearly communicate findings, provide actionable improvements, identify, prioritize, and solve problems using analytical frameworks to streamline the process. Experience with SQL-based data warehouse (e.g. GCP/BigQuery), Power BI dashboards and visual analytics, Oracle EPM/EPB, and/or other business intelligence tools.
Organized, flexible self-starter and team player who takes initiative and works well in a dynamic environment (from well-defined to unstructured), able to work independently and proactively.
Customer focused with relationship-building skills, effective communication (oral and written), and the ability to interact with all levels (executives, staff, business, and external partners).
Effectively partner with others to collaborate and achieve results within deadlines.
Skills in MS Office for data manipulation, analysis, and charting (Excel, SmartView, PowerPoint, Word).
Some travel may be required, up to 4%.
The position will be based in Pleasanton, CA, or Boise, ID.
We Also Provide a Variety Of Benefits Including
Competitive wages paid weekly
Associate discounts
Health and financial well-being benefits for eligible associates (Medical, Dental, 401k and more!)
Time off (vacation, holidays, sick pay). For eligibility requirements please visit my ACI Benefits
Leaders invested in your training, career growth and development
An inclusive work environment with talented colleagues who reflect the communities we serve
Our Values - Click below to view video: ACI Values
The salary range is $82,900.00 to $103,600 annually. Starting salary will vary based on criteria such as location, experience, and qualifications. There may be flexibility for exceptional candidates. Benefits may include medical, dental, vision, disability and life insurance, sick pay (accrued based on hours worked), PTO/Vacation Pay (accrued based on hours worked) or Flexible Time Off, paid holidays (8-9 days annually), bereavement pay, and retirement benefits (such as 401(k) eligibility). [If applicable:] Associates in this position are also eligible for a quarterly bonus.
A copy of the full job description can be made available to you.
Asset Management & Investment Associate
Finance consultant job in Chino, CA
Commercial Real Estate - Asset Management & Investment Associate - Job Description (Exempt)
About Us:
Shin Yen Retail Property Management is a premier commercial real estate company with a growing portfolio of retail properties across diverse markets. Our success is driven by expert property management, disciplined capital investment, and a commitment to financial excellence. We are seeking a talented Asset Management & Investment Associate to support both our investment initiatives and asset management strategies, helping to maximize returns and strengthen portfolio performance.
Position Overview:
The Asset Management & Investment Associate will play a hybrid role, bridging investment analysis with hands-on asset management. This role involves conducting financial modeling, underwriting acquisitions, and structuring financing while also supporting portfolio strategy, lease oversight, and property-level performance. The ideal candidate will bring strong financial and analytical skills, preferably with prior banking, credit, or investment experience, and a solid understanding of commercial real estate operations.
Key Responsibilities:
Investment & Financial Analysis
Conduct financial modeling, forecasting, and sensitivity analyses for acquisitions, refinancing, and portfolio planning.
Evaluate acquisition opportunities through underwriting, market research, and feasibility analysis.
Support due diligence for acquisitions and dispositions, including financial, legal, and operational reviews.
Prepare investment memoranda, offering documents, and presentations for senior management, lenders, and investors.
Track and report portfolio performance metrics including DSCR, LTV, NOI, IRR, and cash-on-cash returns.
Asset & Portfolio Management
Assist in developing and executing strategic asset management plans to optimize property value and returns.
Collaborate with property management on budgeting, financial reviews, and operational oversight.
Monitor tenant performance, rent rolls, lease compliance, and occupancy levels.
Provide recommendations for enhancing asset profitability and long-term performance.
Oversee vendor contracts, capital improvements, and property upkeep alongside the property management team.
Capital Markets & Debt Financing
Structure and analyze financing packages for acquisitions, refinancing, and recapitalizations.
Maintain relationships with banks, insurance companies, and other capital providers.
Prepare loan packages, financial reports, and support lender due diligence processes.
Track interest rate shifts, refinancing impacts, and capital deployment scenarios.
Leasing & Occupancy
Support lease negotiations, renewals, and tenant credit assessments.
Partner with brokers and marketing teams to identify tenants and maintain an optimal tenant mix.
Analyze market trends to improve occupancy rates and drive long-term value creation.
Reporting & Risk Management
Generate regular performance reports, portfolio analyses, and property assessments for management.
Support risk management efforts by monitoring compliance with legal, safety, and regulatory requirements.
Assist with crisis management planning and ensure risk mitigation strategies are in place.
Systems & Process Optimization
Utilize Yardi and Argus for modeling, reporting, and portfolio tracking.
Enhance internal workflows, reporting tools, and compliance processes.
Ensure accuracy and integrity of financial and operational data.
Qualifications:
Bachelor's degree in Finance, Real Estate, Economics, or related field (MBA preferred).
4-7 years of experience in commercial real estate asset management, investment banking, or credit analysis.
Strong financial modeling and advanced Excel skills; experience with Yardi and Argus strongly preferred.
Deep understanding of commercial real estate lending, underwriting, and asset management practices.
Excellent communication, negotiation, and presentation skills.
Ability to manage multiple projects and priorities in a fast-paced environment.
Self-motivated, highly organized, and detail-oriented with strong problem-solving skills.
Job Type: Full-time
Pay: $80,000-$86,0000 per year
Benefits:
401(k)
Dental insurance
Health insurance
Life insurance
Paid time off
Vision insurance
Schedule:
8 hour shift
Monday to Friday
No weekends
Work Location: In person
Cost Estimating Analyst
Finance consultant job in San Diego, CA
Title: Cost Estimating Analyst
Company: Technology Solutions
Compensation: $80,000 to $95,000 base + discretionary bonus + strong benefits package
This role plays a key part in shaping competitive bids and proposals. As a Cost Estimating Analyst, you will build clear, defensible financial models from complex technical inputs. You will work closely with cross functional teams to validate data, assess risks, and present well supported estimates to leadership. This is a collaborative, high visibility position where you will grow from managing smaller work packages to leading full proposal efforts with mentorship and exposure to senior leaders.
Responsibilities:
Develop, validate, and document cost estimating models aligned to work breakdown structures and project requirements
Review and challenge inputs, evaluate assumptions, and ensure estimates reflect accurate scope, timing, and resource needs
Translate RFPs, milestones, and risk documentation into financial deliverables including cash flow models, P and L supporting schedules, and review packages
Partner with engineering, supply chain, program management, and contracts to gather and confirm cost data
Participate in executive reviews and progressively take on presentation responsibilities
Support continuous improvement by enhancing templates, tools, and estimating processes
Qualifications:
Three to five years of experience in cost estimating, pricing, or financial analysis, ideally with government RFP exposure
Advanced Excel capability with experience building models from scratch
Analytical mindset with a willingness to question data and dig deeper into details
Strong communication and presentation skills with the ability to explain assumptions and rationale
Bachelor's degree in Finance, Accounting, Engineering, or related field preferred, equivalent experience considered
Ability to thrive in deadline driven and fast changing environments
Experience with ERP or CRM systems such as NetSuite or Salesforce is a plus, international bid exposure is also beneficial
Location:
Remote role with occasional domestic travel for training and proposal work.
Compensation and Benefits:
Base salary range: $80,000 to $95,000, based on experience, location, and qualifications plus discretionary bonus and strong benefits package
Comprehensive health benefits, flexible spending accounts, 401(k) with company match, and paid time off
Senior Finance Manager
Finance consultant job in Gardena, CA
CALPAK is a modern travel and lifestyle brand built to make exploration simple, functional, and beautiful. As we continue to grow across e-commerce, wholesale, and retail channels, we're focused on building strong financial foundations that enable sustainable, profitable scaling. The Senior Finance Manager will play a critical role in ensuring CALPAK's day-to-day financial operations run smoothly while supporting leadership with accurate reporting and actionable insights.
The Senior Finance Manager will be a key operational and strategic partner to CALPAK's executive leadership. This role owns day-to-day financial operations, reporting, and planning ensuring accuracy, visibility, and efficiency across the organization. The ideal candidate is a hands-on finance professional who thrives in a fast-paced, entrepreneurial environment and enjoys bringing structure to a growing business.
Key Responsibilities:
Financial Planning & Analysis
Lead company-wide budgeting, forecasting, and monthly variance analysis.
Build and maintain rolling financial models, dashboards, and reports.
Partner with department leads on budgets, spend tracking, ROI analysis, and margin optimization.
Analyze sales performance, margin trends, and overall profitability to inform business decisions.
Accounting Operations
Oversee the month-end close process and ensure timely, accurate financial statements.
Manage accounts payable and receivable, including vendor payments and collections.
Support annual tax processes and coordinate with external partners as needed.
Maintain compliance with accounting standards and internal policies.
Systems, Tools & Process Improvement
Lead implementation and optimization of finance systems, including ERP and planning tools (NetSuite preferred).
Streamline financial processes to improve data accuracy and reporting efficiency.
Ensure proper internal controls, documentation, and audit readiness.
Business Partnership & Strategic Support
Build business and financial models for new product launches, channel expansion, and strategic initiatives.
Evaluate cost-saving opportunities and margin improvement levers.
Provide ad hoc financial analysis and support for cross-functional projects.
Leadership
Manage and develop direct reports, fostering a culture of accountability and growth.
Collaborate cross-functionally with senior leaders to promote financial discipline and operational excellence.
Qualifications:
Bachelor's degree in Finance, Accounting, Economics, or equivalent experience.
7+ years of progressive finance experience, ideally within DTC, CPG, or e-commerce.
Advanced analytical and financial modeling skills.
Proficiency with ERP systems (NetSuite preferred) and Excel/Google Sheets.
Strong communication, collaboration, and problem-solving abilities.
Highly analytical with sharp attention to detail.
CPA, CFA, or MBA a plus.
Why CALPAK: Benefits & Perks:
Annual bonus plan
Medical, Dental & Vision insurance
401K w/ company matching
Life insurance & Disability coverage
Accrued paid time off & floating holidays
Monthly wellness credits
Dog friendly office
Employee discount
Benefits and incentive compensation may be subject to other requirements and conditions
Financial Analyst
Finance consultant job in San Diego, CA
Financial Analyst
Company: Aesthetic Brokers
Aesthetic Brokers is a leading national healthcare M&A advisory firm based in San Diego, CA. AB is the most exciting and impactful organization to hit the aesthetic industry in the 20's and is upending the deal scales in favor of founder-owners who build great businesses in America. We are dedicated to representing premier practices and groups in the aesthetic, anti-aging, wellness, regenerative medicine, dentistry, and plastic surgery sectors. Our firm specializes in sell-side advisory services, offering detailed quality of earnings (QofE) type analysis, valuation modeling, business due diligence, and strategic negotiation positioning designed for transactions between private equity-backed healthcare consolidators and practice owners. By leveraging our deep buy-side healthcare investment experience, we help our clients navigate complex transactions, maximize valuation, and prepare for high-value exits.
The Role
IT IS IMPERATIVE THAT YOU UNDERSTAND 1. THIS IS AN IN-PERSON ROLE IN SAN DIEGO, CA AND 2. THAT INTIMATELY UNDERSTANDING DISCOUNTED CASH FLOW MODELS AND QUALITY OF EARNINGS ACCOUNTING ANALYSIS ARE A MUST IN ORDER TO APPLY.
We are seeking a dedicated Financial Analyst to support our team in executing high-profile M&A deals, conducting detailed practice valuations, and preparing clients for sale. This in-person role at our La Jolla, CA headquarters offers exposure to industry-leading practices, private equity investors, and strategic buyers.
If you are passionate about healthcare finance, valuation analysis, and strategic growth within the medical and aesthetics space, this is your opportunity to work with the gold standard in healthcare M&A dealmaking.
Responsibilities:
Perform detailed Quality of Earnings (QofE) analyses for private practice clients in aesthetic, anti-aging, wellness, dental, and plastic surgery sectors.
Develop and enhance complex valuation models-using DCF, precedent transactions, and comparable company analysis-to support sell-side advisory engagements.
Review and analyze financial statements, income statements, and balance sheets for healthcare and service practice clients.
Support due diligence projects by preparing detailed financial reports, summaries, and valuation highlights.
Conduct industry research, monitor market trends, and benchmark client performance against industry standards.
Assist Vice Presidents in preparing client presentations, strategic recommendations, and marketing materials.
Collaborate with private equity firms, practice owners, and strategic buyers to ensure accurate, insightful financial analysis.
Qualifications:
Bachelor's degree in accounting or finance strongly recommended, economics degree acceptable dependent on university curriculum, or a related field; MBA and CFA certification are pluses.
1-3 years of relevant experience, including healthcare practice valuation or financial analysis.
Prior experience with healthcare practices-dental, aesthetic, regenerative medicine, or wellness-is highly preferred.
Advanced proficiency in Excel, financial modeling, and valuation techniques a must.
Strong analytical skills, attention to detail, and the ability to communicate complex financial concepts clearly.
Self-motivated for independent work and collaboration within a fast-paced, high-caliber team.
Benefits:
Competitive salary: Base $80,000-$90,000
Performance-based bonus potential: 15-25%
Healthcare stipend
In-person work at our La Jolla Village headquarters
Travel nationally approximately 25% of the time for deal and industry engagement meetings with the executive leadership team
Opportunity to work with the industry's leading deal team
Join Aesthetic Brokers
Be part of a firm trusted by the most prominent practice owners and respected by the most successful private equity investors in healthcare. We're committed to helping our clients unlock the value of their practices while providing talented analysts like you unparalleled industry exposure and professional growth. Professional growth is not just a buzz word at AB and stems from our founder's extreme commitment to our people and our excellence. If you want to be the best, surround yourself with the best. Aesthetic Brokers - Uncommon Results.
Financial Analyst, Advisory Services
Finance consultant job in San Francisco, CA
Century | Urban is a leading Bay Area real estate investment and advisory firm headquartered in San Francisco, California, with a commitment to excellence, integrity and attention to detail in every aspect of its work. Only individuals who live in California will be considered for this position.
Century | Urban is a vertically integrated real estate advisory, investment and asset management firm. Known for our solutions-based approach to complex real estate matters, we seamlessly operate as a trusted advisor and investment manager to private landowners, private developers, non-profits and public agencies. Clients rely upon the firm as an indispensable partner in their real estate ventures.
The firm is seeking a Financial Analyst to play an integral role as a member of our team with responsibility for financial analytics including pro-forma modeling, economic analysis, market research and asset and project management support. This position will require a “utility player” who thrives on high profile real estate advisory engagements for some of the most impactful development projects in California. Please visit our website at ******************** to learn more about the firm and its projects.
The Financial Analyst role represents an exciting opportunity to work as part of a team and advance one's real estate skills by working on some of the largest and most notable transactions in the Bay Area, in addition to contributing to a successful boutique real estate advisory firm. The firm prides itself on a collaborative and collegial working environment. The Financial Analyst position will require being onsite a minimum of four days per week. This is a full-time position reporting to the Managing Principals of the firm with potential to grow into an Associate Vice President role.
Advisory Position Responsibilities:
Perform economic feasibility and underwriting analysis utilizing Microsoft Excel to evaluate proposed development projects, operating assets and portfolio level valuation across all product types including affordable housing.
Evaluate underutilized assets and real estate portfolios to identify their highest and best use, perform corresponding economic analyses, and identify potential funding sources.
Prepare presentations and memorandums highlighting economic analysis results, market research, proposed transaction structures, and case studies.
Perform market research including rental comparables, sales comps, economic and demographic trends, and asset specific due diligence with written summaries.
Interact with client executives and work directly with the Managing Principals to execute advisory assignments.
Assist in underwriting and performing due diligence on multifamily apartments, office, industrial and hotel projects in California.
Attend client meetings, prepare client materials and present findings to clients.
Support management responsibilities on an institutional quality commercial portfolio including 450 Sansome in San Francisco and 160 West Santa Clara Street in San Jose.
Work with third-party property managers to implement acquisition business plans and asset strategies.
Analyze and monitor renovation programs and coordinate with lenders and capital partners on progress reporting.
In conjunction with annual budgeting process, update cash flow models to reflect leasing and operating activities.
Position Requirements:
3-5 years of related work experience in financial analysis, asset management, consulting, brokerage, appraisal or accounting.
Strong organizational skills with ability to prioritize and manage multiple tasks in a timely manner.
Highly analytical and detail oriented with strong communication skills.
Excellent technical writing skills, including the ability to synthesize complex information into clear, concise, and well-structured reports.
Self-starter willing to challenge themselves in an entrepreneurial environment.
Must be eligible to work in the United States with a Bachelor's degree required with business, real estate or finance concentration.
Proficient in Excel, Word, PowerPoint and Outlook with a strong ability to learn new software quickly.
Sap Financial Accounting Consultant
Finance consultant job in Emeryville, CA
Role: SAP FI/CO Functional Principal Consultant
Type: Fulltime
We are seeking an experienced SAP FI/CO Functional Principal Consultant with deep expertise in SAP Finance and Controlling modules, strong leadership skills, and proven ability to manage teams and client relationships. This role is critical in delivering high-quality SAP solutions aligned with business objectives while fostering collaboration across stakeholders.
Key Responsibilities
Lead SAP Engagements: Manage end-to-end SAP FI/CO implementations and enhancements.
Stakeholder Collaboration: Gather business requirements, design solutions, and ensure successful delivery.
Functional Expertise: Provide guidance on SAP FI/CO best practices and standards.
Team Leadership: Mentor and manage project teams, promoting collaboration and continuous improvement.
Client Management: Act as the primary point of contact for clients, ensuring clear communication and timely issue resolution.
Configuration & Design: Configure SAP FI/CO modules including:
General Ledger (GL)
Accounts Payable (AP)
Accounts Receivable (AR)
Asset Accounting (AA)
Cost Center Accounting
Profit Center Accounting
Process Implementation: Design and implement end-to-end financial processes within SAP.
Specifications & Customization: Develop functional specifications and collaborate with technical teams for custom developments.
Reporting & Analysis: Create and maintain financial reporting solutions within SAP.
Training & Support: Provide end-user training and ongoing support for SAP FI/CO functionality.
Basic Qualifications
Experience: 15+ years overall, with at least 8+ years in SAP FI/CO functional roles.
Leadership: Proven experience in team management and client relationship handling.
Domain Expertise: Prior experience executing SAP projects in the Retail domain.
Education: Bachelor's degree in Accounting, Finance, Business Administration, or related field.
Knowledge: Strong understanding of financial processes, reporting, and accounting principles.
Communication: Excellent interpersonal and communication skills for stakeholder engagement.