Finance internship jobs in Union City, CA - 714 jobs

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

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

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

About Distyl Distyl partners with the Global Fortune 1000 to lead $100M+ transformations through AI-native automation of core operations. Backed by Lightspeed, Khosla, and Coatue, we operate like a special ops team: fast, outcome-driven, and focused on solving high-stakes enterprise challenges. Our team blends elite talent from tech, strategy, and government to build the future of AI-powered enterprise operations. About the Role We're hiring a Head of Finance to build and scale the finance function from the ground up. This is both a strategic and hands‑on role, you'll set up systems, processes, and models while serving as a key thought partner to the CEO and leadership team. You'll own the full finance stack, from operating rhythm (budgeting, forecasting, cash management, and reporting) to strategic finance (fundraising, capital planning, and scenario modeling). You'll build and lead a small team across FP&A, accounting, and operations to create the financial infrastructure for scale. This is a high‑impact role for a finance leader who thrives in fast-moving environments, is comfortable with ambiguity, and wants to help shape the trajectory of a high-growth AI company. What You'll Do Build and lead Distyl's finance function, including FP&A, accounting, and reporting from the ground up. Partner closely with the COO and leadership team across Operations, Growth, and Engineering to inform key business decisions. Develop financial models, forecasts, and frameworks to guide hiring, pricing, and investment decisions. Create scalable processes for budget discipline, expense management, and financial accountability. Lead and manage fundraising preparation, owning investor materials, scenario modeling, and due diligence readiness. Design and manage monthly and quarterly close processes in partnership with external accounting firms. Deliver clear, actionable financial reporting and insights for executives, the board, and investors. Oversee treasury, cash management, and capital allocation to ensure financial sustainability and strategic growth. Build, coach, and develop a small finance team as the company scales. Who You Are 10-15 years of progressive experience in finance, ideally across FP&A, strategic finance, and accounting. Experience in high-growth technology or AI companies, with time spent leading or building finance functions. Background in investment banking, consulting, private equity, or corporate FP&A. Strong analytical and modeling skills, able to translate complex data into clear insights and strategic actions. Excellent communicator with the ability to influence executive and board-level discussions. Hands‑on, pragmatic operator who builds for scale but isn't afraid to dive into the details. Experience leading and growing small, high-performing teams. Prior fundraising, investor reporting, or M&A experience preferred. What We Offer Competitive salary and benefits package, including equity options and healthcare. The opportunity to work at a mission-driven AI startup that is transforming how Fortune 500 companies operate. A fast‑paced, dynamic work environment where your contributions will directly impact the company's success. A collaborative culture that values professional growth and encourages taking on new responsibilities. Note: Distyl is a hybrid working environment and requires in‑office collaboration 3 days a week. We have offices in San Francisco, CA and New York, NY, and this role is available in San Francisco office. #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

A tech company focused on HR and Finance is seeking an Associate for its Strategic Finance team in San Francisco. The role involves managing financial models, conducting industry research, and supporting fundraising initiatives. Ideal candidates have 4+ years of finance experience and a degree in a related field. Strong analytical and communication skills are required, along with the ability to collaborate across various departments. This position offers a competitive salary ranging from $96,000 to $168,000 annually. #J-18808-Ljbffr

The simple task of buying software, services, or tools at work has become hopelessly complicated at even the most innovative companies in the world. Today, enterprises spend $120T+ per year globally (>30 times larger than annual consumer e-commerce spend) and rely on vendors more than ever before to run their businesses. Our cofounders started Zip in 2020 to address this seemingly intractable problem with a purpose-built procurement platform that provides a simple, consumer-grade user experience. Within the last 4 years, Zip has created a new category and developed the leading solution in this $50B+ TAM space. Today, the world's leading companies like OpenAI, Snowflake, Anthropic, Coinbase, and Prudential rely on Zip to manage billions of dollars in spend. We have a world-class team coming from category-defining companies like Airbnb, Meta, Stripe, Salesforce, Apple, and Google. With a $2.2 billion valuation and $370 million in funding from Y Combinator, Tiger Global, BOND, DST Global, and CRV, we're focused on developing cutting-edge technology, expanding into new global markets, and-above all-driving incredible value for our customers. Join us! Your Role We are seeking a Strategic Finance Associate to join our growing Strategic Finance team, with a focus on Product finance. In this role, you will work closely with Product, Engineering, and GTM leaders to shape the financial strategy of our business. You will build and maintain financial models, develop KPI frameworks, and deliver insights that influence product investments and growth priorities. This is a high-visibility, high-impact role where you'll play a critical part in connecting product strategy with financial outcomes, supporting long-range planning, and influencing decisions at the executive and board level as Zip continues to scale. What you'll do Design and own core financial models that support our annual plan, long-range forecast, and multi-product growth strategy Partner with Product, GTM, and Operations leaders to set topline targets, evaluate roadmap investments, and align on strategic priorities across the business Build and maintain KPI frameworks that track product performance and sales efficiency, creating a holistic view of business performance to guide resource allocation decisions Support executive decision-making by preparing high-quality board materials, investor updates, and leadership presentations Drive company-wide forecasting and reporting processes across revenue, expenses, headcount, cash flow, and retention metrics What you'll need 2+ years of private equity, investment banking, consulting, or similar experience Experience in strategic finance at a high-growth technology company is a plus Familiarity with technology / SaaS business models Excellent financial modeling and quantitative skills Extreme attention to detail and a high regard for precision Strong written and verbal communication Ownership mindset with the ability to collaborate across diverse teams and stakeholders The salary range for this role is $120,000-$160,000. The salary for this position is determined based on a variety of job-related factors that may include location, relevant experience, education, or particular skills and expertise. Perks & Benefits At Zip, we're committed to providing our employees with everything they need to do their best work. 📈 Start-up equity 🦷 Full health, vision & dental coverage 🍽️ Catered lunches & dinners for SF employees 🚍 Commuter benefit 🚠 Team building events & happy hours 🌴 Flexible PTO 💻 Apple equipment plus home office budget 💸 401k plan We're looking to hire Zipsters and that means hiring people who take ownership, communicate openly, have an underdog mindset, and are excited to increase the pace of innovation for every business in the world. We encourage all candidates to apply even if your experience doesn't exactly match up to our job description. We are committed to building a diverse and inclusive workspace where everyone (regardless of age, religion, ethnicity, gender, sexual orientation, and more) feels like they belong. We look forward to hearing from you! #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

About Mercor Mercor is at the intersection of labor markets and AI research. We partner with leading AI labs and enterprises to provide the human intelligence essential to AI development. Our vast talent network trains frontier AI models in the same way teachers teach students: by sharing knowledge, experience, and context that can't be captured in code alone. Today, more than 30,000 experts in our network collectively earn over $1.5 million a day. Mercor is creating a new category of work where expertise powers AI advancement. Achieving this requires an ambitious, fast‑paced and deeply committed team. You'll work alongside researchers, operators, and AI companies at the forefront of shaping the systems that are redefining society. Mercor is a profitable Series C company valued at $10 billion. We work in‑person five days a week in our new San Francisco headquarters. About The Role As we scale, we're building out a Strategic Finance team to elevate how we plan, allocate resources, and assess performance across the business. This role will help shape a finance function in rapid‑growth mode and directly influence product strategy, investment decisions, and long‑term planning. You will own the financial health of key product lines and customers, including through forecasting, budgeting, market analysis, and full P&L ownership. You'll partner closely with GMs, product leaders, and executives, bringing analytical rigor, clear communication, and strong judgment. This role is ideal for someone who enjoys building from scratch, thrives in ambiguity, and wants outsized scope early in their career. Key Responsibilities Own product‑line P&Ls: Manage revenue, margins, opex, and unit economics with a clear view into performance drivers. Serve as the primary finance partner: Support GMs and product stakeholders with analysis, insights, and financial guidance. Lead forecasting, planning & financial modeling: Build revenue models, size opportunities, and contribute to quarterly and annual plans. Develop budgets and manage operating expenses: Create product‑level budgets, monitor spend, and identify risks and opportunities. Support capital allocation decisions: Evaluate returns on product investments, pricing changes, and operational initiatives. Surface insights for leadership: Translate data into recommendations that shape product and company strategy. Improve financial reporting and processes: Enhance dashboards, workflows, and systems to increase accuracy and scalability. What We're Looking For 2-5 years of relevant experience in investment banking, private/growth equity, consulting, or strategic finance at a high‑growth tech company. Strong analytical and modeling skills, with comfort working with incomplete or complex data. High ownership and execution, able to run workstreams end‑to‑end in a fast‑paced environment. Clear communicator and cross‑functional partner who can synthesize insights and influence decisions. Process‑oriented and adaptable, with interest in building and improving systems and workflows. #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

The Role Every day, we do exciting work that makes a difference to startup founders and business owners. At Pilot, you will be helping clients solve critical operational challenges. Our team works with a multitude of high‑growth startup founders and business owners from different industries and stages as their trusted operational partner and hands‑on Financial Operations consultant. As an Associate on the Financial Operations team, you will work with colleagues from top tech companies and fast‑growing businesses. Together, our team delivers world‑class operational support across payroll, benefits, AP/AR, equity administration, and compliance. You will have endless opportunities to be a problem solver, creative thinker, and new business builder. Key Responsibilities Partner with senior team members to help our clients: Execute day‑to‑day operational tasks for our clients including payroll processing, benefits administration, AP/AR workflows, and equity grant tracking Apply operational best practices and support implementation of systems like Gusto, Rippling, Deel, Carta, and Bill.com Communicate with clients regularly to provide updates and address their operational needs Be part of the world's preeminent operational services tech‑enabled firm - a trusted partner for our clients on their most important operational decisions Conduct research on operational tools and best practices required for customer service delivery Keep operational projects on track with ongoing monitoring and status updates Support successful compliance requirements by tracking deadlines and ensuring timely completion In partnership with the team and cross‑functional partners, you will also: Execute the strategies to address areas of opportunity within Pilot Financial Operations Implement improvements in operational and business KPIs for Financial OperationsRecommend and drive process improvements to maximize accuracy and efficiency within our offering About You We are looking for people who demonstrate these qualities: 1-2 years of relevant operational experience; previous experience in back‑office operations, startup operations, or a fast‑growing company environment is a plus Experience with operational tools such as Gusto, Rippling, Bill.com, or similar platforms preferred Advanced Excel skills with the ability to swiftly and effectively translate ambiguity into succinct outputs (Notion experience a plus) Highly detail‑oriented with the ability to consume and process large amounts of operational information Excellent verbal and written communication skills High attention to detail and ability to deliver accurate, high‑quality outputs with minimal revisions Highly entrepreneurial and able to thrive in an ambiguous, fast‑paced, and cross‑functional environment Systematic thinker and able to carry out rigorous problem‑solving as a self‑starter A proven ability to build strong collaborative working relationships with the immediate team This position is only available for remote employment in the United States in the following states: CA, GA, NY, NC, TN, TX, and WA About Pilot Pilot launched in 2017 to bring the back office into the modern era. Pilot provides small businesses with dedicated finance experts - which Pilot hires as full‑time, U.S.-based employees - who learn the ins‑and‑outs of their business. Pilot integrates directly with the billing, banking, expense, and payroll systems customers already use. With a special blend of custom software and expert bookkeepers, Pilot delivers accurate, consistent bookkeeping and financial management and tax services that give entrepreneurs the freedom to focus on their business. Pilot has over 2,000 customers and has raised over $170 million in financing from Sequoia, Index Ventures, Stripe, Bezos Expeditions, and Whale Rock. Our investors also include a long list of world‑class entrepreneurs, including Patrick and John Collison, Drew Houston, and Diane Greene. Our most recent funding round doubled our valuation to $1.2 billion - Meet Fintech's Newest Unicorn. Why Pilot? We invest in our employees' development and happiness because our employees are the keys to our success and ensuring happy customers The opportunity to join a seasoned founding team that has led companies through two prior successful startups and acquisitions (by Oracle and Dropbox). Flexible vacation/time‑off policy All federal holidays are observed Competitive benefits package including wellness benefits such as Spring Health, Headscape, One Medical, Aaptiv and Rightway Parental leave for birthing or non‑birthing parents - 100% pay for 12 weeks 401(k) plan The base pay range target for the role seniority described in this job description is $53,000 - $90,000 in most remote locations, and between $66,000 - $90,000 in San Francisco, CA and New York City, NY. Final offer amounts depend on multiple factors such as candidate experience and expertise, geographic location, total compensation, and market data. In addition to cash pay, full‑time regular positions are eligible for equity, 401(k), health benefits, and other benefits; some of these benefits may be available for part‑time or temporary positions. Pilot commits to providing a work environment free of discrimination and harassment, as well as equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, or Veteran status. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. You may view all of Pilot's recruiting notices here, including our EEO policy, recruitment agency policy, recruitment scam notice, and important E-Verify information. You may view our job candidate privacy policy here. #J-18808-Ljbffr

A leading global financial services firm is seeking an Investment Banking Associate for the 2026 Full-Time Associate Program. This role focuses on executing live transactions, managing client relationships, and supporting new business development within the Greentech team. Candidates should be pursuing an MBA and possess outstanding analytical, communication, and project management abilities. The position offers a competitive base salary of $175,000 annually, along with extensive training and development opportunities. #J-18808-Ljbffr

A pioneering AI company in San Francisco seeks a Strategic Finance Associate to support financial operations and strategic decisions. The ideal candidate will have 2 to 5 years of relevant experience in finance, excellent communication skills, and a strong commitment to the company's mission. This role offers competitive compensation, health benefits, and opportunities for professional growth as part of a small, talented team dedicated to advancing open superintelligence. #J-18808-Ljbffr

Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. Role Highlights Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations Location: In-office presence required Work-Life Balance: Flexible schedule to maximize productivity and personal time Qualifications Skills & Experience Education: Bachelor's degree or equivalent skills and work experience Licensing: State Life & Health, SIE, Series 7, Series 66 Personal Attributes: values-driven with a track record of success and accomplishment Communication Skills: excellent interpersonal and communication abilities with strong self-confidence Mindset: entrepreneurial spirit with a desire to positively impact others' lives Collaboration: ability to work with and learn from top performers Work Authorization: must be authorized to work in the United States Training & Development FINRA Sponsorship: provided for required FINRA licensing Preliminary Employment Period (PEP): comprehensive 120-day hands‑on training Virtual University: access to Equitable Advisors' Virtual University for continuous learning Mentorship: opportunities for joint work and mentorship Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed Leadership Development: access to Leadership Development School for those with management ambition Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP ), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program Sign‑On Payment Eligibility: $250‑$1,000 after signing the PEP agreement, based on a 120‑day timeline for successful completion of company‑sponsored required FINRA licenses and registrations. Stable Pay: After successfully completing PEP, you will be eligible to become a 20th Edition financial professional. Equitable Advisors supports you with biweekly stable pay for up to your first 24 months as a financial professional, empowering you to establish your career in wealth management. Stable pay is based on a structured 40‑hour workweek with $39,000 annually. Commissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus. Benefits Eligibility: Eligible financial professionals can participate in our comprehensive benefits programs including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time. Our Impact & Culture Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women's Network, and “Equitable Excellence,” which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement. We are always seeking to attract top talent and expand our community of Financial Professionals. This position is part of our ongoing recruitment efforts, and applications are welcome at any time without a set deadline ensuring that we remain open to exceptional candidates whenever they are ready to apply. Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814315.1(4/25)(Exp.4/29) #J-18808-Ljbffr

Investment Banking Associate, Technology - San Francisco page is loaded## Investment Banking Associate, Technology - San Franciscolocations: San Franciscotime type: Full timeposted on: Posted 30+ Days Agojob requisition id: REQ101872*We are passionate about our business and our culture, and are seeking individuals with that same drive.*We are currently seeking an experienced Associate to join our Technology financial advisory practice in San Francisco.Moelis Associates are expected to assume significant levels of responsibility requiring intellectual curiosity, leadership and analytical aptitude. The day-to-day responsibilities of an Associate include: financial analysis and modeling, managing a team, preparing client presentations and interacting with senior bankers and clients. A sophisticated level of interpersonal skill is required.Ideal candidates must also possess:* Excellent analytical and presentation skills* Knowledge of basic accounting and financial concepts; ability to analyze and value businesses* Experience in Investment Banking (corporate finance/M&A) or equivalent* A drive for results, and ability to perform well under pressure and against tight deadlines* Team player mentality, and ability to effectively interact with a wide variety of internal groups and clients* Strong multi-tasking skills* Exceptional Microsoft Office suite (Excel a must) and financial reporting skills* Undergraduate degree; focus in finance, business, accounting, economics, mathematics is preferred Expected Salary Range USD $175,000 - $225,000*We are an Equal Opportunity Employer. Applicants are considered for employment opportunities without regard to race, age,* *religion, color, sex (including pregnancy* *and gender identity), parental status, national origin, marital status, veteran status, sexual orientation, political affiliation, citizenship status, genetic information (including family medical history), disability (in compliance with the Americans with Disabilities Act and any other applicable law), or any other characteristic or status protected under any applicable US, state or other law.* *This policy applies to all terms and conditions of employment, including recruitment and hiring, appraisal systems, promotions, and training.*Moelis & Company is a leading global independent investment bank that provides innovative strategic advice and solutions to a diverse client base, including corporations, governments and financial sponsors. The Firm assists its clients in achieving their strategic goals by offering comprehensive integrated financial advisory services across all major industry sectors. Moelis & Company's experienced professionals advise clients on their most critical decisions, including mergers and acquisitions, recapitalizations and restructurings, capital markets transactions, and other corporate finance matters. The Firm serves its clients from 23 geographic locations in North and South America, Europe, the Middle East, Asia and Australia. For further information, please visit: or follow us on X . #J-18808-Ljbffr

The simple task of buying software, services, or tools at work has become hopelessly complicated at even the most innovative companies in the world. Today, enterprises spend $120T+ per year globally (>30 times larger than annual consumer e-commerce spend) and rely on vendors more than ever before to run their businesses. Our cofounders started Zip in 2020 to address this seemingly intractable problem with a purpose-built procurement platform that provides a simple, consumer-grade user experience. Within the last 4 years, Zip has created a new category and developed the leading solution in this $50B+ TAM space. Today, the world's leading companies like OpenAI, Snowflake, Anthropic, Coinbase, and Prudential rely on Zip to manage billions of dollars in spend. We have a world-class team coming from category-defining companies like Airbnb, Meta, Stripe, Salesforce, Apple, and Google. With a $2.2 billion valuation and $370 million in funding from Y Combinator, Tiger Global, BOND, DST Global, and CRV, we're focused on developing cutting-edge technology, expanding into new global markets, and-above all-driving incredible value for our customers. Join us! Your Role We are seeking a Strategic Finance Associate to join our growing finance team, with a focus on Go-to-Market Finance. In this role, you will partner closely with GTM leaders to shape the revenue strategy of our business, build and maintain financial models, develop KPI frameworks, and deliver insights that influence investment decisions and growth priorities. This is a high-visibility, high-impact role where you will understand our full business at the driver level, and from that foundation drive resource allocation decisions and influence long-term strategy. This role is highly cross-functional and will help set targets and assess the ROI of projects across the Sales, Marketing, and G&A functions. What you'll do Design and own core financial models that support our annual plan, long-range forecast, and GTM strategy Partner with GTM leaders to set topline targets, evaluate resourcing decisions, and track performance against KPIs to dynamically influence strategic priorities and decision making Support executive decision-making by preparing high-quality board materials, investor updates, and leadership presentations Drive company-wide forecasting and reporting processes across revenue, expenses, headcount, cash flow, and retention metrics What you'll need 2+ years of private equity, investment banking, consulting, or similar experience Familiarity with technology / SaaS business models Excellent financial modeling and quantitative skills Extreme attention to detail and a high regard for precision Strong written and verbal communication Ownership mindset with the ability to collaborate across diverse teams and stakeholders SQL proficiency and experience using BI dashboard tools strongly preferred Experience in strategic finance at a high-growth technology company is a plus The salary range for this role is $120,000-$160,000. The salary for this position is determined based on a variety of job-related factors that may include location, relevant experience, education, or particular skills and expertise. Perks & Benefits At Zip, we're committed to providing our employees with everything they need to do their best work. 📈 Start-up equity 🦷 Full health, vision & dental coverage 🍽️ Catered lunches & dinners for SF employees 🚍 Commuter benefit 🚠 Team building events & happy hours 🌴 Flexible PTO 💻 Apple equipment plus home office budget 💸 401k plan We re looking to hire Zipsters and that means hiring people who take ownership, communicate openly, have an underdog mindset, and are excited to increase the pace of innovation for every business in the world. We encourage all candidates to apply even if your experience doesn exactly match up to our job description. We are committed to building a diverse and inclusive workspace where everyone (regardless of age, religion, ethnicity, gender, sexual orientation, and more) feels like they belong. We look forward to hearing from you! #J-18808-Ljbffr

Rippling gives businesses one place to run HR, IT, and Finance. It brings together all of the workforce systems that are normally scattered across a company, like payroll, expenses, benefits, and computers. For the first time ever, you can manage and automate every part of the employee lifecycle in a single system. Take onboarding, for example. With Rippling, you can hire a new employee anywhere in the world and set up their payroll, corporate card, computer, benefits, and even third-party apps like Slack and Microsoft 365-all within 90 seconds. Based in San Francisco, CA, Rippling has raised $1.4B+ from the world's top investors-including Kleiner Perkins, Founders Fund, Sequoia, Greenoaks, and Bedrock-and was named one of America's best startup employers by Forbes. We prioritize candidate safety. Please be aware that all official communication will only be sent from @Rippling.com addresses. Strategic Finance at Rippling Strategic finance at Rippling is responsible for financial planning, forecasting, headcount and budgeting, Board materials, investor relations, and business unit partnership. This function is responsible for setting near and long term financial targets, and then partnering closely with leaders across the whole company to execute on this plan. Rippling is a very complex and fast growing business, and the financial function is a critical thought partner to company leadership in making high ROI decisions to maximize long term stakeholder value. About the role Rippling is looking to hire an Associate to be based out of the New York or San Francisco offices. This role will work closely with the Strategic Finance leads in central FP&A, go-to-market, and business unit partnership in R&D and CX. The key responsibilities of the role will include a combination of: maintaining the companywide long-range planning model, conducting industry research to drive strategic insights, and supporting any fundraising / M&A initiatives. This role will be highly visible with senior leadership in business units across the company. The ideal candidate will have relevant experience in Finance at another high-growth technology company. Prior background in banking, consulting, or investing is preferred, though not required. What you will do Manage our long-range planning model and assess key levers that will generate the most impact to our financial profile Maintain an active pulse of industry peers (HCM and other best-in-class SaaS companies) and share strategic insights with leaders in the business Evaluate future Rippling opportunities (i.e. product areas, GTM channels etc.) by conducting marketing sizing / benchmarking, desktop research and expert calls Conduct internal deep dive data analysis into important trends that influence our financial forecast. Use the results of these analyses to update the LRP, and partner with product and go-to-market teams to assess any implications for their strategies Support any fundraising efforts and M&A initiatives What you will need 4+ years of finance experience. Previous career experience in banking, consulting, or investing is preferred. Bachelor's degree in Finance, Economics, Business, or a related field. Strong analytical skills. This includes the ability to create financial models from scratch and an interest in conducting deep dive analysis to better understand key business drivers. Self-starter. This individual should feel comfortable operating in a high growth environment, with a desire to take ownership of projects and drive them to completion with limited guidance. Ability to collaborate with teams across the company. Strong oral and written communication skills, and the ability to work effectively with non-financial audiences. Experience with Salesforce and SQL are a plus but are not required. Additional Information Rippling is an equal opportunity employer. We are committed to building a diverse and inclusive workforce and do not discriminate based on race, religion, color, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression, age, sexual orientation, veteran or military status, or any other legally protected characteristics, Rippling is committed to providing reasonable accommodations for candidates with disabilities who need assistance during the hiring process. To request a reasonable accommodation, please email ************************** Rippling highly values having employees working in-office to foster a collaborative work environment and company culture. For office-based employees (employees who live within a defined radius of a Rippling office), Rippling considers working in the office, at least three days a week under current policy, to be an essential function of the employee's role. This role will receive a competitive salary + benefits + equity. The salary for US-based employees will be aligned with one of the ranges below based on location; see which tier applies to your location here . A variety of factors are considered when determining someone's compensation-including a candidate's professional background, experience, and location. Final offer amounts may vary from the amounts listed below. The pay range for this role is: 96,000 - 168,000 USD per year (US Tier 1) #J-18808-Ljbffr

A global financial services firm is seeking a Full-Time Associate for their Greentech team focusing on M&A and strategic advisory in sustainable technology. This position involves participation in a comprehensive training program, managing deal executions, client interactions, and mentoring Analysts. Ideal candidates are pursuing an MBA and have exceptional analytical skills. The annual base salary is $175,000. This is a unique opportunity to engage in impactful business developments and learn within a supportive environment. #J-18808-Ljbffr

Rippling gives businesses one place to run HR, IT, and Finance. It brings together all of the workforce systems that are normally scattered across a company, like payroll, expenses, benefits, and computers. For the first time ever, you can manage and automate every part of the employee lifecycle in a single system. Take onboarding, for example. With Rippling, you can hire a new employee anywhere in the world and set up their payroll, corporate card, computer, benefits, and even third-party apps like Slack and Microsoft 365-all within 90 seconds. Based in San Francisco, CA, Rippling has raised $1.4B from the world's top investors-including Kleiner Perkins, Founders Fund, Sequoia, Greenoaks, and Bedrock-and was named one of America's best startup employers by Forbes. We prioritize candidate safety. Please be aware that all official communication will only be sent from @ Rippling.com addresses. About the role We're looking to hire a Strategic Finance Associate to join the R&D Finance team, who will partner with our Research & Development (R&D) teams here at Rippling. R&D spans Engineering, Product Management, Product Design, and Data Science. This role will work directly with senior management within the R&D organization and play a role in key financial decisions. R&D is a critical component of Rippling's success and this position is fundamental to driving strategic and financial initiatives within the R&D org. Primary responsibilities will include a combination of building and maintaining models, creating new models to evaluate potential investments and product launches, ensuring teams remain within financial guardrails, and partnering with key cross‑functional stakeholders. There will be an emphasis on drawing data‑driven insights to further enhance the impact and success of the R&D org at Rippling. The role is based in San Francisco, CA (in‑office only). The ideal candidate will have relevant experience in investment banking, investing, or Finance at a high‑growth technology company. What you will do Work closely with functional leadership, cross‑functional partners, and colleagues across the Finance organization to support date driven decision making Support the monthly close and re‑forecast process Coordinate with Accounting partners to ensure flow of information during close cycles Create financial models from scratch to size business initiatives and the investment required to achieve them in order to help business leaders make ROI‑based trade‑offs Evaluate unit economics for new and existing products to understand their margins Develop a greater depth of understanding around R&D efficiency metrics Partner with R&D leadership to develop and monitor budgets and headcount needs ensure that the company's financial plan remains on track. Partner with the business and cross‑functional team members to develop and maintain robust, scalable forecasting models Coordinate and prepare materials for executive review, including for board meetings and fundraising efforts What you will need 4+ years of experience in finance. Previous experience in a high‑growth technology company, investing, and/or investment banking is preferred Bachelor's degree in Finance, Economics, Business, or a related field. Excellent financial modeling and analytical skills. A track record of building and maintaining complex operating models Excellent communication - written, verbal, and presentation Self‑starter with the ability to manage time, deliverables, and cross‑functional relationships Ability to navigate a fast‑paced, entrepreneurial work environment Organized, attentive to detail, and intellectually curious Experience with financial planning tools (e.g. Anaplan) and Salesforce is a plus but not required Experience partnering with Engineering and Product teams a bonus If you don't necessarily meet all of the requirements listed here, we still encourage you to apply because skills can be used in lots of different ways, your life experience is equally important sometimes. Additional Information Rippling is an equal opportunity employer. We are committed to building a diverse and inclusive workforce and do not discriminate based on race, religion, color, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression, age, sexual orientation, veteran or military status, or any other legally protected characteristics, Rippling is committed to providing reasonable accommodations for candidates with disabilities who need assistance during the hiring process. To request a reasonable accommodation, please email ************************** Rippling highly values having employees working in‑office to foster a collaborative work environment and company culture. For office‑based employees (employees who live within a 40 mile radius of a Rippling office), Rippling considers working in the office, at least three days a week under current policy, to be an essential function of the employee's role. This role will receive a competitive salary + benefits + equity. The salary for US‑based employees will be aligned with one of the ranges below based on location; see which tier applies to your location here. A variety of factors are considered when determining someone's compensation-including a candidate's professional background, experience, and location. Final offer amounts may vary from the amounts listed below. The pay range for this role is: 96,000 - 160,000 USD per year (US Tier 1) #J-18808-Ljbffr