Finance consultant jobs in San Rafael, CA - 2,253 jobs

A leading investment bank located in San Francisco is seeking an Experienced Investment Banking Associate who will support M&A, capital raising, and financial advisory. This role requires strong problem-solving and analytical skills, as well as a commitment to excellence. Candidates should have 3-5 years of relevant work experience and excel under pressure. The position offers a competitive salary range of $175,000 - $225,000, along with comprehensive health and retirement benefits. #J-18808-Ljbffr

Investment & Corporate Banking - Healthcare, Associate (San Francisco) page is loaded## Investment & Corporate Banking - Healthcare, Associate (San Francisco)locations: San Francisco, CAtime type: Full timeposted on: Posted 30+ Days Agojob requisition id: R6160Mizuho's Banking Division provides corporate and investment banking coverage, sponsor coverage, advisory and solutions and loan capital markets/syndicate to Mizuho's client base of leading international corporations, financial institutions and public sector entities in the US and Canada.Banking supports client business activities throughout the region with an extensive range of capital markets and lending capabilities and an integrated team of coverage, advisory and product bankers responsible for client relationship management and strategic transaction development to execute banking and securities mandates and originate idea generation for potential acquisitions, divestitures and investment opportunities.Job Summary:U.S. Investment & Corporate Banking Associates are directly involved in the design, origination, structuring and execution of mergers & acquisitions, equity and debt capital markets, leveraged finance and other global products and services for existing and prospective Mizuho clients. An Associate is expected to understand the implications, identify key industry and product trends and provide input on pitch and deal materials to enhance the ultimate deliverable to our clients.Associates are assigned to a variety of projects and are given a broad range of responsibilities, some of which include:* Conduct extensive quantitative economic, industry and company research and analysis* Draft and prepare pitch books with detailed industry materials for multiple healthcare sectors* Conduct and model a broad range of corporate finance alternatives and due diligence for client transactions including M&A, strategic alternatives, capital structure development, acquisition finance and syndicated loan and capital market financing* Financial modeling, valuation, comparable & relative value analyses and market-specific analysis* Facilitate and coordinate product group idea generation and solutions development across a broad platform of global capabilities* Draft client pitches and marketing materials including M&A, public/private debt & equity capital markets, syndicated bank financing, and other internal documentation by coordinating internal and external resources* Assist in financing structuring, underwriting transaction evaluation, preparation, due diligence and execution* Assist in the development and continued cultivation of client relationships Qualifications:* Bachelor's degree in Finance or Economics and a minimum of 3 year investment banking, corporate finance, and capital markets experience with a top tier global bank OR an MBA concentrating on Finance or Economics* Strong interest and understanding of the Healthcare industry; experience with banking transaction related to the Healthcare industry is a huge plus* Knowledge of corporate finance, securities, financial markets and risk & pricing analysis* Aptitude to synthesize large amounts of information and develop innovative ideas and/or product solutions* Ability to manage multiple projects simultaneously* Maturity and good judgement in handling confidential and sensitive information* Ability to work under pressure and adhere to tight deadlines* Strong written and oral communication skills and ability to convey ideas* Creativity and intellectual curiosity* Ability to work independently and must be able to work effectively in a team environment The expected base salary ranges from $175K - $225k. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications and licenses obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus.#LI-OnsiteGreenhill & Co., Inc., part of Mizuho Americas, is focused on providing financial advice on significant mergers, acquisitions, restructurings, financings and capital raising to corporations, partnerships, institutions and governments globally. It acts on behalf of clients throughout the world from its offices in the Americas, EMEA, and APAC.locations: San Francisco, CAtime type: Full timeposted on: Posted 30+ Days AgoWe are looking for candidates who want to contribute to our entrepreneurial culture where people at all levels are inspired to share ideas. Our creativity sets us apart, and our perseverance drives results in creating bespoke, client-focused solutions. #J-18808-Ljbffr

Multiply Labs is a cutting-edge startup based in San Francisco, California, supported by top‑tier tech and life science investors such as Casdin Capital, Lux Capital, and Y Combinator. Our mission is to build the best robots in the world, and use them to make the most advanced life‑saving therapies accessible to all. We are revolutionizing the manufacturing of cell therapies by developing advanced robotic systems designed to automate and scale the production of these life‑saving treatments. Our robots empower biopharma companies to produce cell therapies at scale without significantly changing their existing processes, reducing regulatory barriers and risks. While traditional approaches are time‑consuming and lead to extremely high costs for patients (typically $1M+ per patient), using robotics can make these transformative treatments more accessible and affordable to patients in need. To learn more and to view a video of our robots in action, visit us at ******************** and follow us on LinkedIn. Position Overview We are seeking an analytical, hands‑on Head of Finance who will build and lead the financial systems that power Multiply Labs' growth. As Head of Finance, you'll design and manage the company's financial backbone-overseeing planning, reporting, and controls to enable sound, data‑driven decisions and fiscal compliance. You will partner closely with the CEO and leadership team to ensure that Multiply Labs scales efficiently and sustainably through its next stage of growth, building a finance function that grows with the company. Responsibilities: Strategic Finance Partner with the CEO and leadership team to shape and execute the company's financial strategy, aligning capital allocation with growth priorities and risk management. Support the CEO with capital markets activities, including fundraising, investor relations, and due diligence. Evaluate strategic initiatives (e.g. new product lines, pricing models, partnerships, and major capital investments) through financial modeling and ROI analysis. Support strategic vendor and customer negotiations with financial analysis and scenario modeling. Provide strategic insight into company performance and recommend levers to improve unit economics, cash flow, and overall profitability. Develop long‑range financial plans and support strategic planning cycles. Own preparation of financial materials for Board meetings, investor updates, and due diligence processes. Responsibilities: Financial Planning & Analysis Develop and maintain the company's financial model, including revenue forecasting, expense tracking, and cash flow management. Lead annual budgeting, quarterly forecasting, and monthly variance analysis processes. Partner cross‑functionally with department heads to translate operating plans into financial goals, budgets, and KPIs. Deliver monthly and quarterly reports, insights, and dashboards that inform executive and Board‑level decisions. Partner with Operations & HR and department heads on headcount, compensation, equity, and incentive planning. Partner with Product and company leadership on pricing strategy, ensuring alignment between cost structures, market positioning, and margin targets. Responsibilities: Accounting Oversee and manage the relationship with the external accounting provider to ensure accurate, compliant, and timely financial reporting. Manage all accounting operations, including accounts receivable/payable, payroll, and expense reporting. Ensure timely month‑end and year‑end close processes with accurate reconciliations and reporting. Own compliance with all applicable financial, tax, and regulatory requirements. Oversee invoicing and collections, optimizing payment terms and cash management. Support preparation of audited financial statements and coordinate with external auditors as needed. Responsibilities: Cash Management Manage cash flow forecasting, banking relationships, and investment of company funds. Monitor runway, burn rate, and capital needs in collaboration with leadership, providing proactive recommendations to optimize cash utilization. Responsibilities: Purchasing, Financial Controls & Systems Partner with Operations to streamline travel and purchasing policies, ensuring adherence to company financial controls. Oversee company purchasing processes and establish appropriate approval limits. Implement internal financial controls to ensure accuracy, transparency, and compliance. Partner with leadership to evaluate and optimize major vendor and supplier contracts. Lead implementation and continuous improvement of finance systems and tools (e.g. ERP, expense management, FP&A software) to drive automation and scalability. Qualifications Bachelor's degree in Finance, Accounting, Economics, or a related field 7+ years of relevant experience in financial management, FP&A, or accounting leadership Proven success building or scaling finance functions in fast‑paced, high‑growth, venture‑backed environments Strong analytical and modeling skills, with a deep understanding of cash flow, budgeting, and forecasting Experience managing external accounting or audit partners Excellent communication and collaboration skills across technical and non‑technical teams Ability to synthesize complex data into actionable insights for executive decision‑making High attention to detail and accountability under tight timelines Proficiency with financial software and tools, such as QuickBooks, Ramp, and Bill.com Additional Preferred Qualifications MBA or CPA strongly preferred Prior start‑up experience strongly preferred Experience in both strategic FP&A and hands‑on accounting operations preferred Experience implementing financial and accounting systems during rapid scaling phases (Series A‑C) Experience supporting fundraising, due diligence, or investor relations Familiarity with manufacturing or hardware cost‑accounting principles Travel While our headquarters is located in San Francisco, CA, this position will require up to 5‑10% domestic and international travel. Benefits 401k with 4% company match Health Insurance Dental Insurance Vision Insurance Life Insurance Partial Health Insurance for Child Dependents HSA or FSA Twice weekly catered lunch (for team members in SF office) Pre‑tax Commuter Benefit 10 Paid Holidays Flexible PTO Paid Parental Leave Salary: $160,000 - $210,000 a year. Multiply Labs is an early‑stage startup where equity is a major part of the compensation package. Closing We take pride in cultivating an environment that fosters collaboration, open communication, and authenticity. We are an equal opportunity employer; we do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We are diverse in background and singular in mission. #J-18808-Ljbffr

Opening Retail Access to Venture Innovation builds the future and creates opportunity. Yet everyday investors remain locked out. We're here to change that. For decades, only a select few well-connected participants could access America's most promising private companies. That changes with USVC: an SEC-registered vehicle designed to open up top-tier, multi-stage venture capital to everyone. AngelList is supporting the launch with a strategic partner RIA managing the fund. No accreditation. No decades-long lockups. No stacked carry. Just access to tomorrow's defining companies in a single ticker. About the Role You'll partner with our portfolio management team to execute primary fund commitments, secondary LP purchases, and direct company deals. You will own turning investment decisions into fund positions, including assisting in sourcing, analyzing, and executing investments across the full deal cycle. Job Responsibilities Assist in sourcing and negotiations; drive subscription/transfer flows for fund commitments and secondary purchases; coordinate purchase & sale agreements, side letters, MFN/ROFR checks, and consents with counterparties and counsel. Build and run closing checklists; route signatures, wire/custody instructions, and closing deliverables; reconcile with administrator and custodian. Create the system of record for each position (terms, cap tables, cash flows, restrictions, info rights, reporting obligations); maintain tight version control and audit trails. Support quarterly/annual valuation and reporting cycles; prepare data packs for Board and auditors. Qualifications 2-5+ years in venture secondaries, fund-of-funds operations, or Big Law VC practice. Hands-on experience managing secondary LP stakes and/or direct secondaries. Fluency with LPAs, side letters, transfer docs, and secondary agreements; strong Excel/Sheets and data hygiene. Actively applying AI to gain leverage. Comfort working with administrators, auditors, and custodians; detail-obsessed and deadline-reliable. Why Join Us This is a rare opportunity to reshape how the public invests in innovation. You'll come in at the founding level to help build a world-class team at the forefront of venture and fintech, backed by AngelList's platform and reputation. If you're ready to build something industry-defining-and unlock access for millions-let's talk. #J-18808-Ljbffr

A prominent financial services firm is seeking a Business Analyst or Associate in Investment Banking Management to enhance technology tools within the division. This role involves product management, project management, and innovation while collaborating closely with various teams. The ideal candidate will have a bachelor's degree and at least one year of experience in financial services. Expected compensation ranges from $110,000 to $125,000 for Analysts and $150,000 to $225,000 for Associates. #J-18808-Ljbffr

A leading clean energy technology firm is looking for a Head of Stock Admin to manage global equity programs and support compensation initiatives. This role requires a detail-oriented professional with over 12 years of experience in equity compensation administration and strong analytical skills. You will oversee the administration of equity programs and collaborate with Finance and Legal to ensure compliance. The salary range for this position is $210,000 to $230,000 annually. #J-18808-Ljbffr

About Anthropic Anthropic's mission is to create reliable, interpretable, and steerable AI systems. We want AI to be safe and beneficial for our users and for society as a whole. Our team is a quickly growing group of committed researchers, engineers, policy experts, and business leaders working together to build beneficial AI systems. About the role We are seeking a Strategic Finance team member focused on People & Headcount Planning to join our Finance team at Anthropic. In this role, you will be a key partner to our People, Recruiting, and leadership teams, providing financial expertise and guidance to support workforce planning and compensation decisions. As we continue to grow rapidly, you will play a crucial role in building and maintaining our headcount models, analyzing workforce data, and delivering insights that inform hiring decisions and resource allocation. This role will work closely with cross-functional teams and collaborate with other members of the finance organization to align people strategies with broader financial considerations. If you are passionate about building world-class workforce planning capabilities at an innovative AI company, join us on the frontier of making AI safe and impactful. Responsibilities: Build, maintain, and enhance workforce planning models that forecast headcount, compensation costs, and organizational growth scenarios across the company Partner with People and Recruiting teams to align hiring plans with budget and long‑range financial plans, providing analytical support for headcount allocation decisions Develop deep expertise in equity compensation mechanics and partner with the Compensation team to model the financial impact of equity programs, refresh grants, and new hire grants Prepare and deliver clear, concise, and insightful reports on workforce metrics, compensation trends, and headcount variance analysis to stakeholders and executives Collaborate with FP&A Accounting, and People teams to ensure accurate forecasting of people‑related costs including salary, benefits, payroll taxes, and equity expense Support the annual planning and budgeting process for all people‑related expenses, working closely with department leaders to understand hiring needs and timing Establish and implement reporting dashboards to track key workforce and compensation metrics You may be a good fit if you have: 5+ years of experience across strategic finance, FP&A, compensation analytics, or investment banking, with meaningful exposure to workforce planning or people analytics Exceptional analytical skills with an ability to synthesize data into compelling insights and develop / maintain complex financial and headcount models Strong understanding of equity compensation structures including stock options, RSUs, and refresh programs Comfort working cross‑functionally and are adept at communicating complex financial information to non‑finance audiences Excitement about working in a fast‑paced, dynamic environment and adapt well to change Possess a bias towards action, strong work ethic, and have experience driving operational outcomes under tight timelines Strong relationship building, business judgment, process management, and communication skills Passion about Anthropic's mission to build safe, transformative AI systems Strong candidates may also: Experience with workforce planning tools such as Anaplan, Adaptive Planning, or similar platforms Background in total rewards, compensation or HR analytics Experience scaling people finance functions in high‑growth, technology‑driven organizations Proficiency in SQL and data visualization tools (e.g., Looker, Tableau) Knowledge of HR systems such as Workday, Greenhouse, or similar platforms The annual compensation range for this role is below. For sales roles, the range provided is the role's On Target Earnings (“OTE”) range, meaning that the range includes both the sales commissions/sales bonuses target and annual base salary for the role. Our total compensation package for full‑time employees includes equity and benefits. Annual Salary: $190,000 - $235,000 USD Logistics Education requirements: We require at least a Bachelor's degree in a related field or equivalent experience. Location‑based hybrid policy: Currently, we expect all staff to be in one of our offices at least 25% of the time. However, some roles may require more time in our offices. Visa sponsorship: We do sponsor visas! However, we aren't able to successfully sponsor visas for every role and every candidate. But if we make you an offer, we will make every reasonable effort to get you a visa, and we retain an immigration lawyer to help with this. We encourage you to apply even if you do not believe you meet every single qualification. Not all strong candidates will meet every single qualification as listed. Research shows that people who identify as being from underrepresented groups are more prone to experiencing imposter syndrome and doubting the strength of their candidacy, so we urge you not to exclude yourself prematurely and to submit an application if you're interested in this work. We think AI systems like the ones we're building have enormous social and ethical implications. We think this makes representation even more important, and we strive to include a range of diverse perspectives on our team. Your safety matters to us. To protect yourself from potential scams, remember that Anthropic recruiters only contact you ******************* email addresses. Be cautious of emails from other domains. Legitimate Anthropic recruiters will never ask for money, fees, or banking information before your first day. If you're ever unsure about a communication, don't click any links-visit anthropic.com/careers directly for confirmed position openings. How we're different We believe that the highest‑impact AI research will be big science. At Anthropic we work as a single cohesive team on just a few large‑scale research efforts. And we value impact - advancing our long‑term goals of steerable, trustworthy AI - rather than work on smaller and more specific puzzles. We view AI research as an empirical science, which has as much in common with physics and biology as with traditional efforts in computer science. We're an extremely collaborative group, and we host frequent research discussions to ensure that we are pursuing the highest‑impact work at any given time. As such, we greatly value communication skills. The easiest way to understand our research directions is to read our recent research. This research continues many of the directions our team worked on prior to Anthropic, including: GPT‑3, Circuit‑Based Interpretability, Multimodal Neurons, Scaling Laws, AI & Compute, Concrete Problems in AI Safety, and Learning from Human Preferences. Come work with us! Anthropic is a public benefit corporation headquartered in San Francisco. We offer competitive compensation and benefits, optional equity donation matching, generous vacation and parental leave, flexible working hours, and a lovely office space in which to collaborate with colleagues. Guidance on Candidates' AI Usage: Learn about our policy for using AI in our application process #J-18808-Ljbffr

A mission-driven global venture capital firm is hiring for an Investing Analyst to participate in an intensive two-year program. This role involves conducting research into emerging industries, evaluating promising startups for investment, and networking with founders and investors. Candidates should have 2-5 years in finance or consulting, with strong analytical skills and a passion for technology innovation. This is a unique opportunity to shape the future of purpose-driven investments in climate, health, and AI. #J-18808-Ljbffr

A global investment firm in San Francisco seeks a Secondaries & Primaries Analyst I to provide advanced support in investment functions. Responsibilities include valuation analysis, financial projections, and preparing investment recommendations. The ideal candidate will possess a degree in Finance, strong Excel modeling skills, and 1-2 years of relevant experience in finance. Join a diverse team committed to innovation and excellence in investment management. #J-18808-Ljbffr

Summer Investment Analyst (San Francisco) page is loaded## Summer Investment Analyst (San Francisco)locations: Non Orbis Location (USA)time type: Full timeposted on: Posted Todayjob requisition id: JR437**Firm**: Orbis Investment Management (U.S.), L.P.**Location**: San Francisco**About Orbis:**We believe that to make a difference for clients, we must invest differently.Orbis was founded in 1989 by Allan Gray to provide clients with performance-oriented global investment management services. Today, Orbis invests over $50 billion on behalf of clients across several long-only and absolute return strategies. The firm is headquartered in Bermuda, with investment teams located in Bermuda, Hong Kong, London, and San Francisco. Orbis is privately owned by its executives and founding family's charitable foundation.We employ a long-term, fundamental, and contrarian investment philosophy, implemented through rigorous bottom-up research. We take concentrated positions and seek to hold those investments for three to five years or longer. Our flagship global equity strategy has outperformed its benchmark by approximately 4% per year since inception over 30 years ago.Orbis seeks to provide an inclusive work environment where those who embrace individual accountability can grow and succeed.**U.S. Company Profile:**Orbis Investment Management (U.S.), L.P. is based in San Francisco and represents the U.S. efforts of the global firm, including research, investment management and client-facing efforts. We have a small and nimble team of ~ 15 professionals. Investment Analysts report to Matt Adams, Portfolio Manager and Head of the US investment team. **About the Opportunity:**Investment Analysts conduct fundamental, bottom-up research and identify investment opportunities based on risk and return prospects over a multi-year horizon. Our philosophy is to invest in shares that trade substantially below our assessment of the company's intrinsic value and then to hold these shares over the long-term. We believe this is the best way to generate wealth for our clients. Being an Investment Analyst at Orbis is not for everyone. The Orbis approach depends on thinking differently. You must embrace individual accountability and flourish within a flat management structure that emphasizes contribution over seniority.Our Investment Analysts are tasked with making investment recommendations in their area of specialization and are evaluated based on the long-term performance of their investment decisions. Investment Analysts maintain individual paper portfolios and are objectively measured and rewarded based on their individual performance.As a Summer Investment Analyst, you will focus on a specific sector of the market and your summer could culminate in you recommending a stock for purchase in our funds. During your internship, we will provide you tools and mentorship to help you succeed, but the rest will be up to you.You will report directly to the Portfolio Manager/Head of US Investment Team for Orbis Investment Management (U.S.), L.P. This role is based in San Francisco, but you will have the opportunity to collaborate with other Orbis professionals worldwide. Depending upon your performance, this internship could lead to a full-time position after you graduate.**Responsibilities:**A Summer Investment Analyst's key role is to generate primary research that results in investment recommendations for our funds. As such, your responsibilities will include, but may not be limited to:* Performing rigorous and thoughtful, bottom-up analysis using both quantitative and qualitative approaches* Developing an independent fact-driven perspective on key issues affecting individual stocks in the portfolio and those under consideration* Authoring written reports that clearly articulate research conclusions* Meeting with senior management teams, including CEOs and CFOs* Participating and articulating your views in investment team meetings and contributing to stock discussions with other Orbis investment professionals that impact our decisions on fund management**Characteristics of successful candidates:*** Passion for deep thinking and analysis* Exceptional analytical ability* Intellectual curiosity and independent thinking* Entrepreneurial mind-set* Balanced temperament* Humility* Track record of exceptional achievement* Ability to challenge the thinking and reasoning of others* Alignment with* Valid U.S. work authorization*No prior finance or investing experience is required.*# Instructions for ApplicationSuccessful applicants will advance through three phases of our application process:**1. Apply** - Submit the following documents in PDF format by the application deadline:* **Cover letter** - Note, Orbis offers Summer Investment Analyst opportunities in San Francisco, Hong Kong and London. If you apply to multiple positions, please indicate in your cover letter which office location would be your first choice.* **Resume** - Your resume should include undergraduate GPA, SAT and GMAT scores (if applicable)***Please note, applications that do not include a cover letter will not be considered.*****2. First-Round Interview** - Selected applicants will complete an online Personal Profile Analysis (PPA) and participate in an initial virtual interview.**3. Final-Round Interview** - Finalists will complete a stock analysis over a one-week period and participate in a final-round interview during which you will meet members of our San Francisco investment team. #J-18808-Ljbffr

At Nudge, our mission is to develop the best technology for interfacing with the brain to improve people's lives. We're starting with an approach that we believe can help the most people the fastest, and also allow us to learn as much about the brain as possible: developing a non-invasive, ultrasound-based device that can stimulate and image the brain at high resolution and depth. This is a vertically integrated effort building cutting-edge hardware, software, and research capabilities to create products that can benefit millions - and eventually billions - of people. We've brought together a team of the best, who believe hard things are worth doing. To succeed, we need to assemble world‑class teams across everything we do. We hire people who are exceptional at their craft, do the real work, and execute relentlessly - people who expect the highest levels of both rigor and integrity from each other. About the role As the head of finance at Nudge, you will: Own all financial operations end-to-end: accounting, FP&A, tax, treasury, and procurement. Build scalable systems, tools, and controls to support rapid growth. Ensure financial accuracy, transparency, and efficiency across the company. Partner with leadership on planning, runway, and capital allocation. About you 10+ years of experience leading finance at an early-stage or high-growth tech/R&D company. Hands‑on experience across accounting, FP&A, and operational finance. Comfortable switching between strategic planning and hands‑on execution. Built and scaled financial systems and processes from the ground up. Excellent analytical, organizational, and communication skills. #J-18808-Ljbffr

A global financial services group is seeking a Full-Time Associate for their Greentech team in San Francisco. This role involves deal execution, client relationship management, and strategic analysis focused on sustainable technology. Candidates should be pursuing an MBA, possess outstanding academic qualifications, and demonstrate strong analytical and interpersonal skills. The position offers a base salary of $175,000 per year, with opportunities for professional development and growth. #J-18808-Ljbffr

About Pylon Pylon is the AI-Native Support Platform for B2B companies. We consolidate ticketing, account management, knowledge base, AI agents, analytics, and chat into one product. Over 1000 customers use Pylon to run their post-sales motion. We're Series B, well-funded ($51M total raised from Y Combinator, General Catalyst, a16z, and Bain), and growing pipeline 15% MoM. We want someone who can scale with us from 10M ARR to 100M ARR and beyond. Someone who wants to build the financial infrastructure from the ground up who's lived it before. What You'll Do Be the expert in the room. We need someone who can challenge our decisions and add rigor to how we plan for the company. Proactively identify the unknown unknowns. We don't know about finance, you do. Work closely with GTM as a RevOps-leaning Head of Finance. How do we maintain the sustainable growth we've had up to this point? How do we accelerate it? Take the numbers and weave it into a story. Our data is relatively clean, but we can't deeply analyze it. Extract those hidden insights to transition us from vibes-based to evidence-based decisions. Build the entire finance function from scratch - owning our accounting firm, implementing FP&A, and establishing real-time visibility into burn and spending. Be a strategic partner to leadership, challenging headcount decisions, evaluating sales targets, negotiating major contracts, and providing the financial rigor behind every big decision. Leverage modern finance tooling to scale operations without building a large team. Own planning and forecasting for 2026+, building scenarios across revenue, hiring, and burn to help leadership see around blind corners. What You've Done 5-10 years of experience with at least one stint scaling a company from $10M to $100M ARR (as the finance leader or #2) System builder mindset, not team builder - comfortable leveraging modern finance tools to do the work yourself rather than immediately hiring a large team. RevOps-oriented finance experience - you naturally think about CAC, payback periods, and unit economics; bonus if you have SQL/data skills. Equally comfortable building three-year financial models and diving into why burn spiked 50% last month. Ideally early career experience in investment banking or private equity, showing you're willing to grind, plus experience at a high-growth startup. Deep understanding of how the business works, not just the numbers - you can read a P&L and know exactly what each line means and why it matters Why Join Pylon Build finance from zero - this is your chance to establish the entire function the right way from day one. Work directly with founders on GTM strategy and all major business decisions. Join a strong in-person culture in San Francisco. Comp package includes competitive salary, equity, and benefits. This Role Might **NOT** Be For You If You're excited about building and leading a large finance team from day one - this role is about rolling up your sleeves and using modern tools to scale efficiently before hiring. You come from a pure accounting background and prefer focusing on compliance and reporting - we need someone who leans strategic and forward-looking. You thrive with established processes and systems already in place - we're building finance infrastructure from scratch, which is exciting but messy. You're looking for a more predictable environment at a later-stage company. We're Series B and still moving very fast. You're not able to be in San Francisco - we value our in-person culture and this role works best when you're here with the team. More About Pylon Traction: 1000+ paying customers and growing 15% MoM Funding: $51M total raised (Series B) from Y Combinator, General Catalyst, a16z, and Bain Founders: Advith Chelikani, Robert Eng, and Marty Kausas Team: Currently 60+ and growing #J-18808-Ljbffr

Row Zero is an enterprise-grade spreadsheet built for big data. Come join the team building the world's best spreadsheet - fast, secure, connected, and scalable with your data size. View open positions . Head of Finance Row Zero is looking for a Head of Finance with experience leading finance teams for a high growth enterprise SaaS business. The ideal candidate will have deep experience with subscription business models and SaaS metrics. They'll be energized by working directly with both internal and external stakeholders to drive the company's financial success. What you will do: Own financial planning and reporting for the business Own customer invoicing and accounts receivable Own budgeting and cost management across the company Work closely with internal stakeholders to ensure regulatory compliance and develop internal policies and procedures Work closely with leadership to inform strategic initiatives What we are looking for: Proven experience leading finance teams and scaling a high growth SaaS business. Deep understanding of SaaS business models, financial metrics, and growth-stage dynamics. Advanced financial modeling and forecasting skills and experience with financial systems and tools. Strong leadership, communication, and stakeholder management abilities. Hands-on leader - comfortable wearing a lot of hats, able to lead strategically and also own day-to-day financial operations. Apply below: #J-18808-Ljbffr

A leading technology firm in San Francisco is seeking a Head of Finance to own all financial operations and support rapid growth. Candidates should have over 10 years of experience leading finance in a tech or R&D environment, with exceptional analytical, organizational, and communication skills. This role will involve building scalable financial systems and collaborating with leadership on planning and capital allocation. #J-18808-Ljbffr

A leading AI legal tech company in San Francisco is seeking a Head of Finance to build and lead their finance function. The ideal candidate will oversee budgeting, planning, and forecasting, while providing strategic oversight and ensuring compliance. This role requires 7-12 years of experience, ideally in SaaS, with a strong command of financial modeling and key metrics. Competitive compensation and growth into a CFO-track role are offered. #J-18808-Ljbffr

within Keller Executive Search and not with one of its clients. This senior position will lead Finance for Keller Executive Search in San Francisco, California, United States, shaping strategy, building scalable processes, and partnering across the firm to deliver measurable impact. Key Responsibilities: Define the Finance vision, roadmap, and annual operating plan aligned to business goals. Build and lead a high‑performing Finance team; set clear objectives and coach managers. Own Finance KPIs and reporting; drive continuous improvement and operational excellence. Establish scalable policies, processes, and tooling for Finance across regions. Partner with executive leadership and cross‑functional stakeholders to deliver outcomes. Manage budgets, vendors, and risk within the Finance portfolio. Qualifications: 7+ years of progressive experience in Finance with 4+ years leading managers. Proven track record building programs at regional or global scale. Strong analytical skills; ability to translate data into decisions. Excellent communication and stakeholder‑management skills. Bachelor's degree required; advanced degree or relevant certification preferred. Experience in professional services or recruitment industry is an advantage. Benefits: Competitive compensation: $190,000-$235,000 USD Opportunities for professional growth and leadership development. Company culture: Flat management structure with direct access to decision‑makers; open communication environment. Full medical coverage. To learn more about Keller, please see: ******************************************************************************* Equal Employment Opportunity Statement: Keller Executive Search provides equal employment opportunities to all qualified applicants and employees. Employment decisions are based on merit, qualifications, and business needs, without regard to protected characteristics under applicable law. Commitment to Diversity: An inclusive and equitable workplace is actively fostered. Hiring, development, and advancement practices are designed to broaden representation and ensure fair access to opportunity. Data Protection and Privacy: Personal data is processed solely for recruitment and employment purposes, in accordance with applicable data‑protection laws (including GDPR where relevant). Information may be retained for compliance and legitimate interests, subject to data minimization and security controls. Pay Equity: Compensation practices are reviewed to support pay equity for substantially similar work, accounting for bona fide factors such as experience, education, and performance. Health and Safety: Workplace health and safety obligations are observed in line with applicable national and local requirements. Employees are expected to follow all safety policies and promptly report hazards. Compliance with Law: All recruitment, selection, and employment practices are conducted in compliance with applicable laws and regulations in the jurisdiction of employment. Note: This job posting may be for a position with Keller Executive Search or one of our clients. The specific employer will be identified during the application and interview process. Employment laws and requirements may vary depending on the employer and location. #J-18808-Ljbffr

We are seeking a highly skilled SAP Central Finance (CFIN) Consultant to join team supporting a key banking client in the Bay Area, CA. The ideal candidate will bring deep expertise in SAP S/4HANA Central Finance implementation, banking finance processes, and integration across multiple ERP landscapes. Responsibilities Lead or support the implementation of SAP Central Finance (CFIN) solutions for a large-scale banking client. Analyze and understand the client\'s finance transformation goals and design a centralized finance architecture aligned with SAP best practices. Facilitate data replication from source systems (SAP and/or non-SAP) using SLT (SAP Landscape Transformation) or other replication technologies. Configure and support Central Finance components such as: Universal Journal (ACDOCA) Central Payment Central Receivables and Payables Document replication and error handling Work closely with cross-functional teams to harmonize master data (Chart of Accounts, Cost Centers, Company Codes). Collaborate with Deloitte and client stakeholders on project planning, gap analysis, testing, and deployment. Provide guidance on integration with legacy banking systems, third-party platforms, and regulatory/reporting tools. Ensure compliance with banking industry standards, financial controls, and data governance. Qualifications 8+ years of overall SAP Finance experience, with 3+ years in SAP Central Finance. Hands-on experience with S/4HANA CFIN implementations in complex enterprise environments. Strong understanding of financial processes in the banking or financial services sector. Proficiency with SLT, MDG, AIF (Application Interface Framework), and replication monitoring tools. Experience working with multiple source systems and handling data mapping and transformations. Excellent communication and stakeholder management skills. Job Location Bay Area, CA #J-18808-Ljbffr

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. #J-18808-Ljbffr