Finance consultant jobs in San Francisco, CA

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Financial Advisor
Edward Jones 4.5
Finance consultant job in Menlo Park, CA
This job posting is anticipated to remain open for 30 days, from 08-Dec-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
$45k-100k yearly 2d ago
Financial Advisor
Edward Jones 4.5
Finance consultant job in San Jose, CA
This job posting is anticipated to remain open for 30 days, from 02-Dec-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
$45k-100k yearly 2d ago
Investment Banking Associate
Blacklock Group
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.
$106k-176k yearly est. 3d ago
Bilingual (Mandarin) Wealth Advisor, Schwab Wealth Advisory (LP)
Charles Schwab 4.8
Finance consultant job in Campbell, CA
Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations. As a Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab's approach to investing. You will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA's advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage complex portfolios and achieve their goals. You'll grow within an experienced, collaborative team, while deepening relationships with various partners, including industry leading advisors. If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the opportunity for you. What you have Required Qualifications: Bachelor's degree Active FINRA Series 7 license (May be obtained with a 120-day condition of employment for certified and current CFP designation or CFA designation holders, verified before hire) Active FINRA Series 66 license (May be obtained within the first 120 days) Three or more years advisory experience, including creating and customizing financial plans and portfolios for clients Five or more years in the financial services industry working directly with clients Bilingual proficiency in English and Mandarin is required Preferred Qualifications: CFP or CFA Superior relationship management and client retention experience Polished interpersonal, communication and presentation skills, attention to detail Bilingual proficiency in English and Cantonese is preferred In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance
$51k-95k yearly est. 2d ago
Business Analyst, Financial Planning Systems-- KUMDC5697641
Compunnel Inc. 4.4
Finance consultant job in Milpitas, CA
Duration: 06 Months (Possibility of extension/conversion based on performance and budget) Client: One of the largest Flash Memory Products manufacturers in the US We are looking for a Senior Business Analyst - Financial Planning Systems to support forecasting, reporting, and data governance across the finance organization. The role partners closely with FP&A, GL Accounting, IT, HR, and cross-functional teams, with a strong focus on Oracle EPBCS and Oracle DRM. Duties: Support enterprise planning processes in Oracle EPBCS across Spend, Workforce, Capex, Revenue, GM, Balance Sheet, and Cash Flow modules. Prepare and validate planning data for monthly and quarterly forecasting cycles. Partner with GL Accounting during close to ensure alignment of actuals data. Provide global FP&A support for Smart View, forecasting issues, and ad-hoc reporting. Translate business requirements into system updates and process improvements. Work cross-functionally with Finance, IT, and business teams to ensure data accuracy and process consistency. Identify opportunities to improve forecasting efficiency, reporting quality, and data governance. Maintain Oracle EPBCS applications and planning models. Support Oracle DRM and metadata management. Ensure data integrity, scalability, and compliance across planning systems. Lead small to medium system enhancements by partnering with IT and Finance Provide training, documentation, and onboarding for global FP&A teams. Promote adoption of planning tools and best practices across the organization. Qualifications: A BA or BS is required, but preferably a bachelor's degree in Finance, Accounting, Business, or Information Systems. 4+ years supporting financial planning and FP&A processes. - Mandatory requirement, must have in order to be considered for the role. 3+ years hands-on experience with Oracle EPBCS, DRM and Smart View. - Mandatory requirement, must have in order to be considered for the role. Strong understanding of budgeting, forecasting, and accounting principles Strong analytical, problem-solving, and communication skills. Experience working with cross-functional teams. Advanced proficiency in Excel.
$78k-102k yearly est. 1d ago
Senior Financial Analyst
Camino Search
Finance consultant job in San Francisco, CA
Camino Search is partnered with a rapidly scaling, technology driven e-commerce company to appoint a Senior Financial Analyst. The business has grown quickly and is building a high performing finance function that can deliver strategic insight, strong operational partnership, and accurate forecasting in a fast paced environment. About the Role Our client is seeking a highly analytical Senior Financial Analyst to serve as a strategic partner across merchandising, sourcing, production, planning, and procurement. Reporting directly to the Head of Corporate Finance, this position will own complex financial models, strengthen forecasting capability, and provide insight into margin performance, cost drivers, and operational trends. The role is hybrid and based in the San Francisco and Palo Alto area. Key Responsibilities ✔ Partner with merchandising, sourcing, production, and procurement teams to support financial decision-making ✔ Build and maintain detailed models across PCOGS, DDP, tariffs, and cost structures ✔ Deliver weekly and monthly variance analyses with commentary on key business drivers ✔ Support budgeting and forecasting cycles, including scenario modelling and performance reviews ✔ Prepare Monthly Business Review reporting and maintain alignment across cross-functional teams ✔ Validate assumptions, ensure data accuracy, and collaborate closely with operational leaders ✔ Translate complex financial data into clear, actionable recommendations for senior leadership ✔ Contribute to continuous improvement across financial processes and cost visibility Ideal Candidate Profile 🔹 Four years of experience in FP&A, strategic finance, or corporate finance 🔹 Strong modelling expertise with a solid understanding of supply chain or product cost economics 🔹 Advanced Excel or Google Sheets capability and comfort with financial planning tools 🔹 Background in e-commerce, retail, consumer goods, or other high-growth, fast-moving environments 🔹 Strong grasp of GAAP, GL review, and accounting fundamentals 🔹 Communicative, detail-oriented, adaptable, and comfortable working through ambiguity 🔹 Proactive problem solver with the ability to influence stakeholders and support leadership decisions Preferred: 🔹Master's Degree (MBA) or relevant certifications 🔹Finance experience in a retail, e-commerce, consumer goods, or supply chain-driven industry 🔹IB/Banking Experience
$86k-120k yearly est. 5d ago
Senior Financial Analyst
LHH 4.3
Finance consultant job in Corte Madera, CA
LHH is seeking a Senior Financial Analyst to join our client's Business Planning & Analysis team. This is a high-impact role supporting Commercial Finance functions across Sales, Marketing, and Innovation. You'll play a key role in budgeting, forecasting, analyzing performance, and driving profitable growth. This is an ideal opportunity for someone who thrives in a collaborative, transparent, and supportive culture and is eager to grow their career with mentorship from senior leadership. The anticipated salary for this role is between $110,000-$130,000/yr. Responsibilities: Partner with Sales, Marketing, and Innovation teams to provide actionable financial insights. Prepare monthly variance analyses and commentary for Sales, Trade Spend, and Gross Margin, highlighting trends and key performance drivers. Support development of course-correcting action plans based on financial analysis. Assist with Trade Effectiveness Reviews to maximize ROI on promotional spending and ensure compliance with established processes. Manage and maintain Net Sales planning and forecasting models for annual budgets and ongoing projections. Oversee marketing budget processes, monitor expenditures, and evaluate the effectiveness of investments. Drive continuous improvement by enhancing tools, processes, and reporting. Support leadership with ad hoc analysis, planning, and strategic projects. Qualifications: Bachelor's degree in Finance, Accounting, Economics, or related field 3-5 years of experience in financial or business analysis (CPG experience preferred) Strong analytical mindset with a passion for uncovering insights from data Excellent collaboration and communication skills Organized and able to manage multiple priorities and deliver results on time Advanced Excel skills and familiarity with analytics/reporting tools (Power BI or similar) Growth mindset, hardworking, receptive to feedback, and eager to learn Benefits: Medical, dental, vision 401(k) with strong match Vacation days Sick days Standard holidays Interested in leading a critical function at a company that values your expertise? Apply today or connect with LHH to learn more about this opportunity. Equal Opportunity Employer/Veterans/Disabled To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to ******************************************* The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable: • The California Fair Chance Act • Los Angeles City Fair Chance Ordinance • Los Angeles County Fair Chance Ordinance for Employers • San Francisco Fair Chance Ordinance If you have the qualifications above and are interested in this opportunity - please apply today! If you are curious what else is available, please review the LHH website!
$110k-130k yearly 23h ago
Financial Analyst
Insight Global
Finance consultant job in Dublin, CA
Title: Financial Analyst Duration: 6 month contract to hire Client Industry: Retail We are seeking an intellectually curious and self-motivated Senior Financial Analyst to join the Corporate Financial Planning & Analysis (FP&A) team. This role is critical in driving long-term growth and financial results through forecasting, budgeting, reporting, and strategic analysis. The Senior Financial Analyst will provide insights to senior leadership and partner effectively across the organization to influence decision-making. Must-Haves Education: Bachelor's degree in an analytical field with strong academic performance. Experience: 3-5 years post-college experience in financial analysis and planning (preferably within retail or corporate FP&A). Technical Skills: Advanced Excel and financial modeling. Proficiency in PowerPoint. Ability to learn and use financial systems (e.g., PowerBI, MicroStrategy, Hyperion, Peoplesoft Financial Systems). Analytical Ability: Strong capability to synthesize data, reconcile work, and design analyses to answer specific questions. Detail Orientation: High attention to accuracy and quality. Character: Unquestionable integrity and ability to handle confidential information. Communication: Clear and effective verbal and written communication skills. Work Environment: Ability to work in-office regularly with hybrid flexibility. Plusses CFA or MBA. Experience in retail industry. Familiarity with Flash Sales reporting tools. Forward-thinking, resourceful mindset with comfort in ambiguity. Strong problem-solving skills and ability to manage changing priorities. Compensation: $40.00-50.00/HR Conversion Salary Expectations: $100,000/YR
$40-50 hourly 23h ago
Financial Analyst
One Carmel 4.4
Finance consultant job in Palo Alto, CA
About DL Investment Holdings US, LLC Headquartered in Palo Alto, DL Investment Holdings US, LLC is a diversified investment platform and a wholly-owned subsidiary of DL Holdings Group. We leverage our parent company's robust APAC financial network to bridge capital and opportunities in the US market. Our operations are defined by three core strategic pillars: Real Estate Investment & Management: A full-lifecycle approach to developing and managing ultra-luxury residential communities and investment-grade assets. Family Office Services: Providing bespoke global asset allocation, comprehensive wealth management, and legacy planning for high-net-worth clients. Global Investment: Facilitating cross-border capital deployment and strategic financial advisory. We are dedicated to connecting global vision with local expertise to drive long-term value. Position Overview DL Investments is seeking a motivated and detail-oriented Financial Analyst with 2-3 years of experience to support our finance and accounting operations. This role will assist with day-to-day financial tasks, basic bookkeeping, and cash management, while also contributing to financial analysis and reporting. The ideal candidate will have a strong interest in investment and financing activities, particularly in support of real estate projects. This is an excellent opportunity to grow within a dynamic team and gain exposure to both operational finance and strategic investment analysis. Key Responsibilities Assist with accounts payable and receivable processing, including invoice review, payment runs, and customer collections Support month-end close activities, including journal entries and account reconciliations Prepare routine financial reports and assist with variance analysis Help maintain accurate financial records and ensure compliance with internal controls Conduct basic financial analysis, modelling, and forecasting to support investment and financing decisions Assist in the preparation of presentations and materials for real estate projects Collaborate with the Finance Manager on tax filings, payroll support, and regulatory compliance as needed Utilize financial systems (e.g., QuickBooks, Excel) to track and report financial data Qualifications Bachelor's degree in Finance, Accounting, Economics, or related field 2-3 years of experience in finance, accounting, or a related analytical role Understanding of basic accounting principles and financial reporting Proficiency in Microsoft Excel (formulas, PivotTables, charts) Familiarity with QuickBooks or similar accounting software is a plus Strong analytical and problem-solving skills Excellent attention to detail and organizational abilities Ability to work independently and as part of a team Preferred Skills Interest in real estate investment and project financing Exposure to financial modelling or investment analysis CPA candidate or relevant certification progress is a plus Personal Attributes Proactive and eager to learn Adaptable and able to manage multiple tasks Strong communication and interpersonal skills High integrity and professionalism Language Skills English (required) Chinese (preferred) DL Investments is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. DL Investments is committed to providing equal employment opportunities to all applicants, including individuals with disabilities. In accordance with the Americans with Disabilities Act (ADA) and the California Fair Employment and Housing Act (FEHA), we provide reasonable accommodations to qualified applicants and employees with disabilities to ensure equal access to the application, interview, and hiring process. If you require a reasonable accommodation to complete your application or to participate in the interview process, please contact us and let us know the nature of your request. Requests for accommodation will be considered on a case-by-case basis in accordance with applicable laws. In accordance with the California Privacy Rights Act (CPRA), DL Investments provides this notice to inform you that, at or before the point of collection, we may collect the following categories of personal information from job applicants: identifiers (such as your name and contact information), professional or employment-related information (such as your resume, work history, and education), and any other information you choose to provide as part of your application. This information is collected solely for recruitment, evaluating your qualifications, and managing the hiring process. We do not sell or share your personal information with third parties for commercial purposes.
$65k-107k yearly est. 1d ago
Tech M&A Investment Banking Full-Time Analyst, San Francisco
Aeris Partners 4.6
Finance consultant job in San Francisco, CA
About Aeris PartnersAeris Partners is a market leading M&A investment bank serving software, SaaS, and other high growth technology markets. We advise world-class technology-focused private equity and venture capital firms and leading edge entrepreneur-owned companies on strategic mergers and acquisitions. Aeris is well known for its best-in-class approach to M&A execution, its data-driven approach, exceptional M&A outcomes, and its commitment to fostering a positive, collaborative, inclusive, entrepreneurial and team-oriented firm culture. Aeris transactions typically range in size from $200M to $2+ Billion and the firm is a registered broker-dealer and member of FINRA and SIPC. Analyst Job DescriptionWe are seeking highly motivated technology M&A investment banking Analysts for our San Francisco office with an immediate start date. Analysts are given high levels of responsibility at Aeris, owning detailed, essential work products and working directly with experienced senior bankers on live deal teams to deliver superior outcomes for clients. In addition, the firm's focus on technology allows Analysts to gain a deep understanding of the broader technology industry, interacting on a regular basis with executives and investors. Aeris provides a unique training program for all Analysts. Throughout the 4-week program, training specific to the M&A process and tailored to the technology industry is interwoven with live project work to provide a meaningful, hands-on training experience that develops skills applicable far beyond the tech M&A field. Our firm culture encourages Analysts to proactively take on more responsibilities, allowing for continued learning over the course of the program. Ideal candidates bring knowledge of and passion for creative analytic thinking, finance, corporate strategy and / or financial valuation and analysis. We seek candidates with strong leadership skills, exceptional work ethic and interest in the technology industry. Although we prefer candidates with experience related to investment banking, we consider all candidates with strong academic credentials and demonstrated leadership qualities.Specific responsibilities include: Work closely with analysts and associates in developing client presentations, pitches and other key deliverables Build valuation models including transaction comparables, public company comparables, discounted cash flow, leveraged buyout, and premium-to-market analyses Contribute to M&A strategy development discussions with senior M&A professionals Actively interact with clients and buyers on calls and in meetings Research and communicate compelling technology industry and company trends Identify and manage strategic and financial buyers Coordinate and support transaction due diligence activities and data room development Desired skills and experience: Undergraduate degree candidate from top-tier programs; exceptional academic performance Candidates with a GPA of 3.5 or higher are preferred Working knowledge of corporate finance, accounting, financial statements and valuation methodologies Exceptional work ethic and positive, can-do attitude; enthusiastic team player Excellent interpersonal and communication skills (verbal and written); ability to interact with corporate executives Creative and entrepreneurial mindset; self-starter with ability to multitask and manage time effectively Proven analytical, research, and problem-solving skills Desire to develop business expertise in technology and software; passion for technology Outstanding leadership skills High degree of integrity and professionalism Strong attention to detail Must be eligible to work permanently in the United States Salary range reflects base salary not including discretionary bonus.
$114k-153k yearly est. 14d ago
2027 Capital Markets, Global Investment Banking Summer Analyst
Rbc Holding Co Ltd. 4.9
Finance consultant job in San Francisco, CA
2027 Global Investment Banking Summer Analyst - San Francisco What is the opportunity? RBC Capital Markets is a premier investment bank that provides a focused set of products and services to corporations, institutional investors and governments around the world. With more than 7,100 professionals, we operate out of 70 offices in 15 countries across North America, the U.K., Europe, and the Asia-Pacific region. We work with clients in over 100 countries around the world to deliver the expertise and execution required to raise capital, access markets, mitigate risk and acquire or dispose of assets. We are consistently ranked among the largest global investment banks according to Bloomberg and Dealogic. RBC Capital Markets is part of a leading provider of financial services, Royal Bank of Canada (RBC). Operating since 1869, RBC is one of the top 15 largest banks in the world and the fifth largest in North America, as measured by market capitalization. With a strong capital base and consistent financial performance, RBC is among a small group of highly rated global banks. U.S. Summer Analyst Program Each year, we invite high-performing, rising college seniors to join our Global Investment Banking (GIB) platform for a 10-week U.S. Summer Analyst Program. The program offers Summer Analysts an opportunity to work alongside our investment bankers on a variety of live transactions as well as client- facing business development initiatives. What will you do? GIB provides a complete suite of strategic advisory services, as well as equity and debt capital raising capabilities for leading corporations, institutions and governments. RBC Capital Markets' San Francisco office recruits for the following industry and product groups: Industry Group: Technology Product Group: Mergers and Acquisitions (M&A) As a GIB Summer Analyst you will spend your time: Developing and preserving complex financial models Creating pitch books and other client materials Generating and maintaining financial models and analysis Conducting research to analyze market trends Supporting live deals and major transactions What do you need to succeed? In selecting Sumer Analysts, we look for the following: Undergraduate students in their penultimate year of study at an accredited four-year college or university Excellent written & verbal communication skills Familiarity with computer applications such as MS Outlook, Word, and Excel Ability to manage multiple competing priorities and thrive in a fast-paced and challenging environment Value and possess strong competency in the following behaviors: Collaboration, Relationship Building, Communication, Integrity and Operating with Diverse and Inclusive Mindset Well-rounded set of interests and extra-curricular activities beyond academics What's in it for you? We thrive on the challenge to be our best, think progressively, continue our growth, and deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our individual/collective potential, making a difference to our communities, and achieving success that is mutual. From this experience you would gain: A strong foundation in fundamental investment banking skills such as financial modeling and analysis, transaction execution and negotiation, and in-depth industry/product knowledge A better understanding of RBC's products and services The support of a mentor (typically a full-time Analyst) An opportunity to network and discuss career opportunities through a number of social events The good faith expected salary for the above position is $110,000 depending on factors including but not limited to the candidate's experience, skills, registration status; market conditions; and business needs. RBC's compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that: · Drives RBC's high-performance culture · Enables collective achievement of our strategic goals · Generates sustainable shareholder returns and above market shareholder value Inclusion and Equal Opportunity Employment RBC is an equal opportunity employer committed to diversity and inclusion. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, Aboriginal/Native American status or any other legally-protected factors. Disability-related accommodations during the application process are available upon request. Job Skills Additional Job Details Address: TWO EMBARCADERO CENTRE, 2 EMBARCADERO CENTER:SAN FRANCISCO City: San Francisco Country: United States of America Work hours/week: 40 Employment Type: Full time Platform: Job Type: Student/Coop (Fixed Term) Pay Type: Salaried Posted Date: 2025-11-03 Application Deadline: 2026-01-30 Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above Inclusion and Equal Opportunity Employment At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all. Join our Talent Community Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you. Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.
$110k yearly Auto-Apply 56d ago
Analyst, Corporate Development
Crusoe 4.1
Finance consultant job in San Francisco, CA
Crusoe's mission is to accelerate the abundance of energy and intelligence. We're crafting the engine that powers a world where people can create ambitiously with AI - without sacrificing scale, speed, or sustainability. Be a part of the AI revolution with sustainable technology at Crusoe. Here, you'll drive meaningful innovation, make a tangible impact, and join a team that's setting the pace for responsible, transformative cloud infrastructure. About the Role: The Analyst, Corporate Development and M&A will play a critical role in supporting Crusoe's inorganic growth strategy across its core sectors: Power, Industrial Process and Manufacturing, Real Estate and Software. This highly visible position will be deeply involved in all phases of mergers & acquisitions (M&A), strategic investments, and structuring strategic partnerships. The ideal candidate is a high-performing professional with robust financial expertise and transaction experience. The role will report directly to the SVP of Strategic Finance and Corporate Development. This role will be required to be based in San Francisco, CA or New York, NY. What You'll Be Working On: Mergers & Acquisitions (M&A) and Divestitures Market Mapping and Origination: candidate will work across the organization's business units and functions in order to identify acquisition targets from a sector-first perspective. This includes creating and maintaining market maps, thematic research projects and direct outreach to targets. Transaction Execution: Support the end-to-end M&A process, including target identification, strategic rationale development, due diligence, valuation, negotiation, and closing. Financial Modeling & Valuation: Build and maintain complex financial models (Valuation and merger model, Accretion/Dilution analyses, and precedent transaction analyses) to evaluate potential acquisition Due Diligence: Coordinate and manage cross-functional due diligence teams (Legal, Finance, Operations, etc.), synthesizing key findings and developing risk mitigation strategies. Work closely with third-party providers. Market Analysis: Conduct industry and competitive landscape analysis within the Industrials, Energy, and Real Estate sectors to identify strategic market gaps and attractive investment opportunities. Prepare and present on transaction rationale to Executive Leadership team (possibly the Board of Directors) Strategic Investments & Partnerships Sourcing and Evaluation: Evaluate strategic investment and partnership opportunities that align with the company's long-term growth objectives. Deal Structuring: Assist in the structuring and negotiation of terms for joint ventures, strategic alliances, and minority investments. Business Case Development: Create compelling investment memorandums and presentations for Senior Leadership and the Board of Directors, outlining strategic fit, financial implications, and execution plans. General Corporate Development Pipeline Management: Help manage and maintain a robust pipeline of potential M&A and investment targets. Commercial-facing Activities: attend conferences and travel to various industry events in order to aid in origination and market intelligence Reporting: Prepare detailed analytical reports and presentations on key market trends, portfolio performance, and deal progress for internal stakeholders. Cross-Functional Collaboration: Partner closely with internal business unit leaders to assess strategic needs and integration plans. What You'll Bring to the Team: 1-3+ years of experience in Investment Banking (Analyst or Associate level), Corporate Development, Private Equity, or Transaction Advisory Services. Direct experience working on M&A transactions taking a core role in structuring and modeling various scenarios and preparing transaction screening memos Strong coverage experience or deep sector knowledge within Industrials, Energy, and/or Real Estate is highly preferred. Exceptional financial modeling and valuation skills, with an advanced proficiency in Microsoft Excel and PowerPoint. Outstanding analytical and problem-solving abilities, capable of translating complex financial and strategic analysis into clear, concise, and actionable recommendations. Excellent written and verbal communication skills, comfortable presenting to senior executives and external partners. High degree of professionalism, intellectual curiosity, and ability to manage multiple projects and work effectively under tight deadlines. A proactive, self-starter mentality with the ability to work independently while being a strong team player. Bachelor's degree in Finance, Economics, Accounting, or a related quantitative field. Benefits: Industry competitive pay Restricted Stock Units in a fast growing, well-funded technology company Health insurance package options that include HDHP and PPO, vision, and dental for you and your dependents Employer contributions to HSA accounts Paid Parental Leave Paid life insurance, short-term and long-term disability Teladoc 401(k) with a 100% match up to 4% of salary Generous paid time off and holiday schedule Cell phone reimbursement Tuition reimbursement Subscription to the Calm app MetLife Legal Company paid commuter benefit; $300/month Compensation Range Compensation will be paid in the range of up to $100,000-$140,0000 + Bonus. Restricted Stock Units are included in all offers. Compensation to be determined by the applicants knowledge, education, and abilities, as well as internal equity and alignment with market data. Crusoe is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, disability, genetic information, pregnancy, citizenship, marital status, sex/gender, sexual preference/ orientation, gender identity, age, veteran status, national origin, or any other status protected by law or regulation.
$100k-140k yearly Auto-Apply 14d ago
Corporate Finance
Notion
Finance consultant job in San Francisco, CA
About Us: We're on a mission to make it possible for every person, team, and company to be able to tailor their software to solve any problem and take on any challenge. Computers may be our most powerful tools, but most of us can't build or modify the software we use on them every day. At Notion, we want to change this with focus, design, and craft. We've been working on this together since 2016, and have customers like OpenAI, Toyota, Figma, Ramp, and thousands more on this journey with us. Today, we're growing fast and excited for new teammates to join us who are the best at what they do. We're passionate about building a company as diverse and creative as the millions of people Notion reaches worldwide. Notion is an in person company, and currently requires its employees to come to the office for two Anchor Days (Mondays & Thursdays) and requests that employees spend the majority of their week in the office (including a third day). About The Role: Our Corporate Finance team serves as a trusted advisor to the company, informing and guiding critical C-level decisions through insightful analyses & thought partnership. We are looking for a bright, driven individual who will support Executive-level understanding of our key financial metrics and trends, dial in our forecasting accuracy, and take on high-profile strategic projects for the CFO and other key decision-makers. We are a lean team, so your impact will be felt immediately. What You'll Achieve: Be the focal point across the finance and accounting teams for forecasts, annual planning, long-range planning, and other critical Revenue, Expense, Headcount, and other consolidation processes and reporting. Own Notion's financial consolidations. Drive deeper Budget vs Actuals understanding and forecast precision via smarter, more data-driven modeling and tighter cross-functional collaboration, particularly in uncharted, high impact areas. Support our monthly close and forecast processes - analyze financial results, distill and synthesize key trends, and communicate risks & opportunities to influence business outcomes. Assist in preparation of monthly & quarterly management reporting including Budget vs Actuals analyses, dashboards, and Board materials. Strengthen our operational infrastructure by identifying and mobilizing system & process improvements. Build automation to take steps out of our recurring motions and reduce margin of error. Tackle new & evolving priorities for the team, including ad hoc analyses. Skills You'll Need to Bring: 1-7 years experience in Corporate FP&A, Corporate Finance, or Strategic Finance in the technology industry Experience with financial modeling, consolidations, P&L Management, forecasting, Budget vs Actuals, annual and long-range planning Positive attitude with high aptitude to learn new things quickly. Team player eager to further develop and grow with us Demonstrate intellectual curiosity, problem-solving skills, and hunger to continually up-level current approaches and processes Strong work ethic, reliability, and attention to detail - “get it done” attitude Nice to Haves: Experience with a high-growth SaaS company Experience with Netsuite, Workday, Zip, and planning tools (Pigment, Adaptive, Anaplan) Working knowledge of SQL You don't need to be an AI expert, but you're curious and willing to adopt AI tools to work smarter and deliver better results We hire talented and passionate people from a variety of backgrounds because we want our global employee base to represent the wide diversity of our customers. If you're excited about a role but your past experience doesn't align perfectly with every bullet point listed in the job description, we still encourage you to apply. If you're a builder at heart, share our company values, and enthusiastic about making software toolmaking ubiquitous, we want to hear from you. Notion is proud to be an equal opportunity employer. We do not discriminate in hiring or any employment decision based on race, color, religion, national origin, age, sex (including pregnancy, childbirth, or related medical conditions), marital status, ancestry, physical or mental disability, genetic information, veteran status, gender identity or expression, sexual orientation, or other applicable legally protected characteristic. Notion considers qualified applicants with criminal histories, consistent with applicable federal, state and local law. Notion is also committed to providing reasonable accommodations for qualified individuals with disabilities and disabled veterans in our job application procedures. If you need assistance or an accommodation due to a disability, please let your recruiter know. Notion is committed to providing highly competitive cash compensation, equity, and benefits. The compensation offered for this role will be based on multiple factors such as location, the role's scope and complexity, and the candidate's experience and expertise, and may vary from the range provided below. For roles based in San Francisco, the estimated base salary range for this role is $145,000 - $160,000 per year. By clicking “Submit Application”, I understand and agree that Notion and its affiliates and subsidiaries will collect and process my information in accordance with Notion's Global Recruiting Privacy Policy. #LI-Onsite
$145k-160k yearly Auto-Apply 60d+ ago
Financial Analyst Intern, Software Engineering - Summer 2026
Nvidia 4.9
Finance consultant job in Santa Clara, CA
NVIDIA has been transforming computer graphics, PC gaming, and accelerated computing for more than 25 years. It's a unique legacy of innovation that's fueled by great technology-and amazing people. We are seeking an energetic Financial Analyst intern to join our Software Engineering FP&A team at NVIDIA. This is a great role for a highly motivated individual who can function in a fast-paced and rapidly changing environment! This role requires an individual who will thrive in an ambiguous environment and make a big impact. You will have a passion for providing data-based decision making and looking for areas of improvement and implementation to reduce manual workload to focus on delivering insights to the business. What you'll be doing: Provide in-depth financial analysis of actual spending to drive insights into trends, investment areas, and opportunities to optimize investments. Assist with forecasting OPEX & CAPEX, actual vs forecast analyses and summarize spending trends. Prepare monthly and quarterly management reporting packages. Assist in developing the forecasting models for various spend categories to understand the financial health of various departments. Detail oriented, highly analytical, and able to translate data and trends into powerful strategies and compelling messages. Own financial data and reports to ensure they are both accurate and updated. Collaborate cross functionally with key business partners. What we need to see: Pursuing an Bachelor's degree with a concentration in Accounting, Finance, Economics, or a related field. Able to critically assess financial model outputs and identify potential improvements. Demonstrates high attention to detail and accuracy, especially when working under tight deadlines. A strong desire to learn new technologies and an eagerness for intellectual growth are valued. Possesses a solid understanding of AV operations and can build cost models, with strong critical thinking and problem-solving abilities. Works well in collaboration with Engineering and Operations teams to ensure alignment on project roadmaps. Positive attitude and contributes as a supportive team player. Ways to stand out from the crowd: Balance of strong academic and extracurricular activities. Leadership positions. Strong analytical skills and advanced financial modeling techniques. Exemplary communication, written and verbal, and interpersonal skills. Prior work experience in Finance in the Technology sector. Widely considered to be one of the technology world's most desirable employers, NVIDIA offers highly competitive salaries and a comprehensive benefits package. As you plan your future, see what we can offer to you and your family *********************** Our internship hourly rates are a standard pay based on the position, your location, year in school, degree, and experience. The hourly rate for our interns is 20 USD - 71 USD. You will also be eligible for Intern benefits. Applications for this job will be accepted at least until December 22, 2025. NVIDIA is committed to fostering a diverse work environment and proud to be an equal opportunity employer. As we highly value diversity in our current and future employees, we do not discriminate (including in our hiring and promotion practices) on the basis of race, religion, color, national origin, gender, gender expression, sexual orientation, age, marital status, veteran status, disability status or any other characteristic protected by law.
$51k-74k yearly est. Auto-Apply 11d ago
2026 Intern - Financial Analyst
Adobe Systems Incorporated 4.8
Finance consultant job in San Jose, CA
Our Company Changing the world through digital experiences is what Adobe's all about. We give everyone-from emerging artists to global brands-everything they need to design and deliver exceptional digital experiences! We're passionate about empowering people to create beautiful and powerful images, videos, and apps, and transform how companies interact with customers across every screen. We're on a mission to hire the very best and are committed to creating exceptional employee experiences where everyone is respected and has access to equal opportunity. We realize that new ideas can come from everywhere in the organization, and we know the next big idea could be yours! The Opportunity Join a high-visibility team managing worldwide consolidation for DME sales finance while driving automation across multiple business processes. This internship offers hands-on experience in forecasting, predictive modeling, and process improvement, providing exposure to global finance operations. What You'll Do As an intern, you will: * Develop and maintain predictive models to improve rolling sales forecasts. * Analyze historical and current sales/financial data to identify trends and insights. * Implement automation to streamline reporting and finance workflows. * Collaborate with cross-functional teams to gather requirements and support business solutions. * Document models, assumptions, processes, and results for transparency and reproducibility. * Recommend enhancements to forecasting methodology and reporting tools. What You Need to Succeed * Strong analytical and problem-solving skills. * Hands-on experience with forecasting and predictive modeling. * Proficiency in data tools such as Excel, SQL, Tableau, or Power BI. * Attention to detail and commitment to accuracy. * Ability to work collaboratively and communicate effectively with cross-functional teams. * Adaptability to navigate ambiguity and propose innovative solutions. * Understanding of sales finance, forecasting, and global consolidation processes. * Requirements * Currently enrolled full-time pursuing a Bachelor's or Master's degree in Finance (or equivalent) with an expected graduation date between December 2026 and June 2027. * Ability to participate in a full-time internship from May-September. Technical and functional skills: * Data analysis and visualization (Excel, SQL, Tableau, Power BI) * Predictive modeling and statistical analysis (Python, R) * Financial and sales knowledge, including forecasting and consolidation * Process automation (VBA, Python, workflow tools) * Strong problem-solving and critical thinking * Effective communication and collaboration skills Expected Impact * Improved forecast accuracy and reliability. * Reduced manual effort in sales finance consolidation. * Enhanced ability to make data-driven business decisions. * Foundation for scalable automation across other business areas. Our compensation reflects the cost of labor across several U.S. geographic markets, and we pay differently based on those defined markets. The U.S. pay range for this position is $25.00 -- $30.00 hourly. Your recruiter can share more about the specific pay rate for your job location during the hiring process. State-Specific Notices: California: Fair Chance Ordinances Adobe will consider qualified applicants with arrest or conviction records for employment in accordance with state and local laws and "fair chance" ordinances. Colorado: Application Window Notice If this role is open to hiring in Colorado (as listed on the job posting), the application window will remain open until at least the date and time stated above in Pacific Time, in compliance with Colorado pay transparency regulations. If this role does not have Colorado listed as a hiring location, no specific application window applies, and the posting may close at any time based on hiring needs. Massachusetts: Massachusetts Legal Notice It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Adobe is proud to be an Equal Employment Opportunity employer. We do not discriminate based on gender, race or color, ethnicity or national origin, age, disability, religion, sexual orientation, gender identity or expression, veteran status, or any other applicable characteristics protected by law. Learn more. Adobe aims to make Adobe.com accessible to any and all users. If you have a disability or special need that requires accommodation to navigate our website or complete the application process, email accommodations@adobe.com or call **************.
$25-30 hourly 40d ago
Financial Advisor
Edward Jones 4.5
Finance consultant job in Alameda, CA
This job posting is anticipated to remain open for 30 days, from 08-Dec-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
$45k-100k yearly 2d ago
Tech M&A Investment Banking Summer Associate 2026, San Francisco
Aeris Communications 4.6
Finance consultant job in San Francisco, CA
About Aeris PartnersAeris Partners is a market-leading M&A investment bank serving software, SaaS, and other high growth technology markets. We advise world-class technology-focused private equity and venture capital firms and leading-edge entrepreneur-owned companies on strategic mergers and acquisitions. Aeris is well-known for its best-in-class approach to M&A execution, its data-driven approach, exceptional M&A outcomes, and its commitment to fostering a positive, collaborative, inclusive, entrepreneurial, and team-oriented firm culture. Aeris transactions typically range in size from $200M to $2+ Billion and the firm is a registered broker-dealer and member of FINRA and SIPC. Summer Associate Job DescriptionWe are seeking experienced and highly motivated technology M&A investment banking Summer Associates for our San Francisco office with a Summer 2026 start date. As a high-touch, technology-focused boutique M&A advisory firm, we offer an exceptional opportunity for Summer Associates to develop strategic advisory skills and to gain a deep understanding of the broader technology industry. Summer Associates will be actively involved in all aspects of the M&A process from client development to transaction closing, and work closely with senior team members, client management teams and leading technology-focused private equity and publicly traded firms. Ideal candidates should bring experience in corporate finance, corporate strategy and / or financial valuation and analysis. We seek candidates with an exceptional work ethic and passion for the technology industry. Although we prefer candidates with relevant investment banking experience, we would consider candidates with strong academic credentials and demonstrated leadership qualities. Specific responsibilities include: Participate meaningfully in all aspects of transaction development and execution Work directly with client management teams, board members, stakeholders and buyers throughout all phases of transaction advisory and execution Actively engage and present in client and prospect meetings Coordinate and support due diligence activities Develop expertise in relevant technology industry sectors and communicate compelling technology industry and company trends Desired Skills & Experience: MBA candidate from top-tier programs; exceptional academic performance Exceptional work ethic - self-starter, driven and hard working with a passion for excellence Excellent interpersonal and communication skills (verbal and written); ability to interact with corporate executives Strong knowledge of corporate finance, accounting, financial statements and valuation methodologies Creative and entrepreneurial mindset; ability to multitask and manage time effectively Excellent analytical, research, and problem-solving skills Ability to develop business expertise in technology and software; passion for technology Unwavering commitment to conducting business with the highest degree of integrity and professionalism High level of attention to detail Outstanding leadership skills with an ability to manage and mentor junior professionals Positive, can-do attitude, enthusiastic team player Ability to excel in a fast-paced and challenging work environment Must be eligible to work permanently in the United States
$118k-155k yearly est. Auto-Apply 60d+ ago
Analyst, Corporate Development
Crusoe 4.1
Finance consultant job in San Francisco, CA
Job Description Crusoe's mission is to accelerate the abundance of energy and intelligence. We're crafting the engine that powers a world where people can create ambitiously with AI - without sacrificing scale, speed, or sustainability. Be a part of the AI revolution with sustainable technology at Crusoe. Here, you'll drive meaningful innovation, make a tangible impact, and join a team that's setting the pace for responsible, transformative cloud infrastructure. About the Role: The Analyst, Corporate Development and M&A will play a critical role in supporting Crusoe's inorganic growth strategy across its core sectors: Power, Industrial Process and Manufacturing, Real Estate and Software. This highly visible position will be deeply involved in all phases of mergers & acquisitions (M&A), strategic investments, and structuring strategic partnerships. The ideal candidate is a high-performing professional with robust financial expertise and transaction experience. The role will report directly to the SVP of Strategic Finance and Corporate Development. This role will be required to be based in San Francisco, CA or New York, NY. What You'll Be Working On: Mergers & Acquisitions (M&A) and Divestitures Market Mapping and Origination: candidate will work across the organization's business units and functions in order to identify acquisition targets from a sector-first perspective. This includes creating and maintaining market maps, thematic research projects and direct outreach to targets. Transaction Execution: Support the end-to-end M&A process, including target identification, strategic rationale development, due diligence, valuation, negotiation, and closing. Financial Modeling & Valuation: Build and maintain complex financial models (Valuation and merger model, Accretion/Dilution analyses, and precedent transaction analyses) to evaluate potential acquisition Due Diligence: Coordinate and manage cross-functional due diligence teams (Legal, Finance, Operations, etc.), synthesizing key findings and developing risk mitigation strategies. Work closely with third-party providers. Market Analysis: Conduct industry and competitive landscape analysis within the Industrials, Energy, and Real Estate sectors to identify strategic market gaps and attractive investment opportunities. Prepare and present on transaction rationale to Executive Leadership team (possibly the Board of Directors) Strategic Investments & Partnerships Sourcing and Evaluation: Evaluate strategic investment and partnership opportunities that align with the company's long-term growth objectives. Deal Structuring: Assist in the structuring and negotiation of terms for joint ventures, strategic alliances, and minority investments. Business Case Development: Create compelling investment memorandums and presentations for Senior Leadership and the Board of Directors, outlining strategic fit, financial implications, and execution plans. General Corporate Development Pipeline Management: Help manage and maintain a robust pipeline of potential M&A and investment targets. Commercial-facing Activities: attend conferences and travel to various industry events in order to aid in origination and market intelligence Reporting: Prepare detailed analytical reports and presentations on key market trends, portfolio performance, and deal progress for internal stakeholders. Cross-Functional Collaboration: Partner closely with internal business unit leaders to assess strategic needs and integration plans. What You'll Bring to the Team: 1-3+ years of experience in Investment Banking (Analyst or Associate level), Corporate Development, Private Equity, or Transaction Advisory Services. Direct experience working on M&A transactions taking a core role in structuring and modeling various scenarios and preparing transaction screening memos Strong coverage experience or deep sector knowledge within Industrials, Energy, and/or Real Estate is highly preferred. Exceptional financial modeling and valuation skills, with an advanced proficiency in Microsoft Excel and PowerPoint. Outstanding analytical and problem-solving abilities, capable of translating complex financial and strategic analysis into clear, concise, and actionable recommendations. Excellent written and verbal communication skills, comfortable presenting to senior executives and external partners. High degree of professionalism, intellectual curiosity, and ability to manage multiple projects and work effectively under tight deadlines. A proactive, self-starter mentality with the ability to work independently while being a strong team player. Bachelor's degree in Finance, Economics, Accounting, or a related quantitative field. Benefits: Industry competitive pay Restricted Stock Units in a fast growing, well-funded technology company Health insurance package options that include HDHP and PPO, vision, and dental for you and your dependents Employer contributions to HSA accounts Paid Parental Leave Paid life insurance, short-term and long-term disability Teladoc 401(k) with a 100% match up to 4% of salary Generous paid time off and holiday schedule Cell phone reimbursement Tuition reimbursement Subscription to the Calm app MetLife Legal Company paid commuter benefit; $300/month Compensation Range Compensation will be paid in the range of up to $100,000-$140,0000 + Bonus. Restricted Stock Units are included in all offers. Compensation to be determined by the applicants knowledge, education, and abilities, as well as internal equity and alignment with market data. Crusoe is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, disability, genetic information, pregnancy, citizenship, marital status, sex/gender, sexual preference/ orientation, gender identity, age, veteran status, national origin, or any other status protected by law or regulation.
$100k-140k yearly 14d ago
Corporate Finance
Notion
Finance consultant job in San Francisco, CA
About Us: We're on a mission to make it possible for every person, team, and company to be able to tailor their software to solve any problem and take on any challenge. Computers may be our most powerful tools, but most of us can't build or modify the software we use on them every day. At Notion, we want to change this with focus, design, and craft. We've been working on this together since 2016, and have customers like OpenAI, Toyota, Figma, Ramp, and thousands more on this journey with us. Today, we're growing fast and excited for new teammates to join us who are the best at what they do. We're passionate about building a company as diverse and creative as the millions of people Notion reaches worldwide. Notion is an in person company, and currently requires its employees to come to the office for two Anchor Days (Mondays & Thursdays) and requests that employees spend the majority of their week in the office (including a third day). About The Role: Our Corporate Finance team serves as a trusted advisor to the company, informing and guiding critical C-level decisions through insightful analyses & thought partnership. We are looking for a bright, driven individual who will support Executive-level understanding of our key financial metrics and trends, dial in our forecasting accuracy, and take on high-profile strategic projects for the CFO and other key decision-makers. We are a lean team, so your impact will be felt immediately. What You'll Achieve: * Be the focal point across the finance and accounting teams for forecasts, annual planning, long-range planning, and other critical Revenue, Expense, Headcount, and other consolidation processes and reporting. * Own Notion's financial consolidations. Drive deeper Budget vs Actuals understanding and forecast precision via smarter, more data-driven modeling and tighter cross-functional collaboration, particularly in uncharted, high impact areas. * Support our monthly close and forecast processes - analyze financial results, distill and synthesize key trends, and communicate risks & opportunities to influence business outcomes. * Assist in preparation of monthly & quarterly management reporting including Budget vs Actuals analyses, dashboards, and Board materials. * Strengthen our operational infrastructure by identifying and mobilizing system & process improvements. Build automation to take steps out of our recurring motions and reduce margin of error. * Tackle new & evolving priorities for the team, including ad hoc analyses. Skills You'll Need to Bring: * 1-7 years experience in Corporate FP&A, Corporate Finance, or Strategic Finance in the technology industry * Experience with financial modeling, consolidations, P&L Management, forecasting, Budget vs Actuals, annual and long-range planning * Positive attitude with high aptitude to learn new things quickly. Team player eager to further develop and grow with us * Demonstrate intellectual curiosity, problem-solving skills, and hunger to continually up-level current approaches and processes * Strong work ethic, reliability, and attention to detail - "get it done" attitude Nice to Haves: * Experience with a high-growth SaaS company * Experience with Netsuite, Workday, Zip, and planning tools (Pigment, Adaptive, Anaplan) * Working knowledge of SQL * You don't need to be an AI expert, but you're curious and willing to adopt AI tools to work smarter and deliver better results We hire talented and passionate people from a variety of backgrounds because we want our global employee base to represent the wide diversity of our customers. If you're excited about a role but your past experience doesn't align perfectly with every bullet point listed in the job description, we still encourage you to apply. If you're a builder at heart, share our company values, and enthusiastic about making software toolmaking ubiquitous, we want to hear from you. Notion is proud to be an equal opportunity employer. We do not discriminate in hiring or any employment decision based on race, color, religion, national origin, age, sex (including pregnancy, childbirth, or related medical conditions), marital status, ancestry, physical or mental disability, genetic information, veteran status, gender identity or expression, sexual orientation, or other applicable legally protected characteristic. Notion considers qualified applicants with criminal histories, consistent with applicable federal, state and local law. Notion is also committed to providing reasonable accommodations for qualified individuals with disabilities and disabled veterans in our job application procedures. If you need assistance or an accommodation due to a disability, please let your recruiter know. Notion is committed to providing highly competitive cash compensation, equity, and benefits. The compensation offered for this role will be based on multiple factors such as location, the role's scope and complexity, and the candidate's experience and expertise, and may vary from the range provided below. For roles based in San Francisco, the estimated base salary range for this role is $145,000 - $160,000 per year. By clicking "Submit Application", I understand and agree that Notion and its affiliates and subsidiaries will collect and process my information in accordance with Notion's Global Recruiting Privacy Policy. #LI-Onsite
$145k-160k yearly Auto-Apply 60d+ ago
Financial Analyst MBA Intern, Hardware Engineering - Summer 2026
Nvidia 4.9
Finance consultant job in Santa Clara, CA
NVIDIA has been transforming computer graphics, PC gaming, and accelerated computing for more than 25 years. It's a unique legacy of innovation that's fueled by great technology-and amazing people. We are seeking an energetic Financial Analyst MBA intern to join our Hardware Engineering FP&A team at NVIDIA. In this role, you'll partner closely with engineering and operations teams to build cost models, analyze technology shifts, and provide visibility into program economics that influence strategic decisions. The role requires an individual who will thrive in an ambiguous environment and make a big impact. You should have a passion for providing data-based decision making, and are constantly looking for areas of improvement and implementing automation to reduce manual workload to focus on delivering insights to the business. What you'll be doing: Support financial analysis and reporting for engineering programs, including cost modeling and forecasting. Assist in building and maintaining models to provide visibility into program costs and investment drivers. Analyze spending trends and find opportunities for optimization across OPEX and CAPEX categories. Collaborate with cross-functional teams to integrate cost insights into broader financial planning processes. Prepare management reporting packages and deliver clear, actionable insights to leadership. Contribute to process improvements and automation initiatives to enhance efficiency and accuracy. What we need to see: Currently pursuing an MBA with a concentration in Finance, Economics, or a related quantitative field. Advanced proficiency in Excel with the ability to build, question, and improve complex financial models and cost projections from scratch. Applied knowledge of cost modeling principles, specifically regarding Bill of Materials (BOM) structures, NRE (Non-Recurring Engineering) tracking, and Opex forecasting. Demonstrated understanding of data center infrastructure, server architecture, and hardware components to identify material cost drivers. Ability to synthesize large datasets using tools like SQL, Tableau, or Power BI to integrate cost insights into executive-level reporting. Strong collaborative skills with the ability to partner with Engineering and Operations teams to align technical roadmaps with financial board-level processes. Ways to stand out from the crowd: Experience or coursework in cost modeling, BOM analysis, or technology hardware economics. Leadership experience in academic or extracurricular activities. Prior finance experience in the technology or hardware sector. Demonstrated ability to automate processes or improve efficiency. Widely considered to be one of the technology world's most desirable employers, NVIDIA offers highly competitive salaries and a comprehensive benefits package. As you plan your future, see what we can offer to you and your family *********************** Our internship hourly rates are a standard pay based on the position, your location, year in school, degree, and experience. The hourly rate for our interns is 27 USD - 82 USD. You will also be eligible for Intern benefits. Applications for this job will be accepted at least until December 23, 2025. NVIDIA is committed to fostering a diverse work environment and proud to be an equal opportunity employer. As we highly value diversity in our current and future employees, we do not discriminate (including in our hiring and promotion practices) on the basis of race, religion, color, national origin, gender, gender expression, sexual orientation, age, marital status, veteran status, disability status or any other characteristic protected by law.
$51k-74k yearly est. Auto-Apply 10d ago

Learn more about finance consultant jobs

How much does a finance consultant earn in San Francisco, CA?

The average finance consultant in San Francisco, CA earns between $58,000 and $136,000 annually. This compares to the national average finance consultant range of $54,000 to $110,000.

Average finance consultant salary in San Francisco, CA

$89,000

$58,00010%

$89,000Median

$136,00090%

What are the biggest employers of Finance Consultants in San Francisco, CA?

The biggest employers of Finance Consultants in San Francisco, CA are:

Melius Consulting
Apexon
Upbound
Fidelity Holding
Regal Executive Search
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Learn more about finance consultant jobs

How much does a finance consultant earn in San Francisco, CA?

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