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Finance leader jobs in Hercules, CA

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  • Financial Planning and Analysis Manager

    Camino Search

    Finance leader job in Santa Clara, CA

    Camino Search is partnered with a rapidly scaling, technology-driven e-commerce company to appoint an FP&A Manager. The business has grown quickly and is building a high-performing finance function that can deliver strategic insight, strong operational partnership, and accurate forecasting in a fast-paced environment. About the Role Our client is seeking a highly strategic FP&A Manager to lead financial planning, partner cross-functionally, and strengthen the company's financial discipline during a period of rapid expansion. Reporting directly to the Head of Corporate Finance, this leader will oversee core planning processes, manage complex forecasting models, and provide actionable insights into margin performance, cost drivers, and operational efficiency. The role is hybrid and based in the San Francisco and Palo Alto area. Key Responsibilities ✔ Lead the company's budgeting, forecasting, and long-range planning processes, ensuring alignment with strategic goals ✔ Manage, enhance, and oversee complex financial models across PCOGS, DDP, tariffs, supply chain cost structures, and unit economics ✔ Own Monthly Business Review reporting, delivering executive-level insights and performance narratives ✔ Partner strategically with merchandising, sourcing, production, planning, and procurement leaders to drive informed decision-making ✔ Conduct deep-dive margin, variance, and sensitivity analyses, identifying opportunities to improve profitability and operational leverage ✔ Improve financial systems, tools, and processes, strengthening visibility into cost drivers and operational KPIs ✔ Guide junior analysts or cross-functional stakeholders, elevating analytical rigor across the finance organization ✔ Translate complex financial data into clear, concise recommendations and influence decision-making at the senior leadership level ✔ Ensure data integrity, validate assumptions, and maintain strong financial governance across planning deliverables Ideal Candidate Profile 🔹 ~8-10 years of experience in FP&A, strategic finance, or corporate finance within dynamic, high-growth environments 🔹 Strong modelling expertise with deep understanding of product cost economics, supply chain cost drivers, and unit economics 🔹 Advanced Excel or Google Sheets capability; familiarity with financial planning systems (Anaplan, Adaptive, NetSuite, or similar) 🔹 Background in e-commerce, retail, consumer goods, or other fast-moving, operationally complex industries 🔹 Strong grasp of GAAP, GL review, financial controls, and accounting fundamentals 🔹 Strong communication skills with the ability to influence executives and cross-functional leaders 🔹 Strategic thinker who is detail-oriented, highly analytical, adaptable, and comfortable with ambiguity 🔹 Proven track record of driving process improvement and elevating financial visibility in scaling organizations Preferred 🔹 Master's Degree (MBA) or relevant certifications 🔹 Finance experience in a retail, e-commerce, consumer goods, or supply chain-driven industry 🔹 IB/Banking Experience
    $112k-165k yearly est. 3d ago
  • Business Analyst, Financial Planning Systems-- KUMDC5697641

    Compunnel Inc. 4.4company rating

    Finance leader job in Milpitas, CA

    Duration: 06 Months (Possibility of extension/conversion based on performance and budget) Client: One of the largest Flash Memory Products manufacturers in the US We are looking for a Senior Business Analyst - Financial Planning Systems to support forecasting, reporting, and data governance across the finance organization. The role partners closely with FP&A, GL Accounting, IT, HR, and cross-functional teams, with a strong focus on Oracle EPBCS and Oracle DRM. Duties: Support enterprise planning processes in Oracle EPBCS across Spend, Workforce, Capex, Revenue, GM, Balance Sheet, and Cash Flow modules. Prepare and validate planning data for monthly and quarterly forecasting cycles. Partner with GL Accounting during close to ensure alignment of actuals data. Provide global FP&A support for Smart View, forecasting issues, and ad-hoc reporting. Translate business requirements into system updates and process improvements. Work cross-functionally with Finance, IT, and business teams to ensure data accuracy and process consistency. Identify opportunities to improve forecasting efficiency, reporting quality, and data governance. Maintain Oracle EPBCS applications and planning models. Support Oracle DRM and metadata management. Ensure data integrity, scalability, and compliance across planning systems. Lead small to medium system enhancements by partnering with IT and Finance Provide training, documentation, and onboarding for global FP&A teams. Promote adoption of planning tools and best practices across the organization. Qualifications: A BA or BS is required, but preferably a bachelor's degree in Finance, Accounting, Business, or Information Systems. 4+ years supporting financial planning and FP&A processes. - Mandatory requirement, must have in order to be considered for the role. 3+ years hands-on experience with Oracle EPBCS, DRM and Smart View. - Mandatory requirement, must have in order to be considered for the role. Strong understanding of budgeting, forecasting, and accounting principles Strong analytical, problem-solving, and communication skills. Experience working with cross-functional teams. Advanced proficiency in Excel.
    $78k-102k yearly est. 2d ago
  • Senior Financial Analyst

    LHH 4.3company rating

    Finance leader job in Corte Madera, CA

    LHH is seeking a Senior Financial Analyst to join our client's Business Planning & Analysis team. This is a high-impact role supporting Commercial Finance functions across Sales, Marketing, and Innovation. You'll play a key role in budgeting, forecasting, analyzing performance, and driving profitable growth. This is an ideal opportunity for someone who thrives in a collaborative, transparent, and supportive culture and is eager to grow their career with mentorship from senior leadership. The anticipated salary for this role is between $110,000-$130,000/yr. Responsibilities: Partner with Sales, Marketing, and Innovation teams to provide actionable financial insights. Prepare monthly variance analyses and commentary for Sales, Trade Spend, and Gross Margin, highlighting trends and key performance drivers. Support development of course-correcting action plans based on financial analysis. Assist with Trade Effectiveness Reviews to maximize ROI on promotional spending and ensure compliance with established processes. Manage and maintain Net Sales planning and forecasting models for annual budgets and ongoing projections. Oversee marketing budget processes, monitor expenditures, and evaluate the effectiveness of investments. Drive continuous improvement by enhancing tools, processes, and reporting. Support leadership with ad hoc analysis, planning, and strategic projects. Qualifications: Bachelor's degree in Finance, Accounting, Economics, or related field 3-5 years of experience in financial or business analysis (CPG experience preferred) Strong analytical mindset with a passion for uncovering insights from data Excellent collaboration and communication skills Organized and able to manage multiple priorities and deliver results on time Advanced Excel skills and familiarity with analytics/reporting tools (Power BI or similar) Growth mindset, hardworking, receptive to feedback, and eager to learn Benefits: Medical, dental, vision 401(k) with strong match Vacation days Sick days Standard holidays Interested in leading a critical function at a company that values your expertise? Apply today or connect with LHH to learn more about this opportunity. Equal Opportunity Employer/Veterans/Disabled To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to ******************************************* The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable: • The California Fair Chance Act • Los Angeles City Fair Chance Ordinance • Los Angeles County Fair Chance Ordinance for Employers • San Francisco Fair Chance Ordinance If you have the qualifications above and are interested in this opportunity - please apply today! If you are curious what else is available, please review the LHH website!
    $110k-130k yearly 1d ago
  • Financial Analyst

    Insight Global

    Finance leader job in Dublin, CA

    Title: Financial Analyst Duration: 6 month contract to hire Client Industry: Retail We are seeking an intellectually curious and self-motivated Senior Financial Analyst to join the Corporate Financial Planning & Analysis (FP&A) team. This role is critical in driving long-term growth and financial results through forecasting, budgeting, reporting, and strategic analysis. The Senior Financial Analyst will provide insights to senior leadership and partner effectively across the organization to influence decision-making. Must-Haves Education: Bachelor's degree in an analytical field with strong academic performance. Experience: 3-5 years post-college experience in financial analysis and planning (preferably within retail or corporate FP&A). Technical Skills: Advanced Excel and financial modeling. Proficiency in PowerPoint. Ability to learn and use financial systems (e.g., PowerBI, MicroStrategy, Hyperion, Peoplesoft Financial Systems). Analytical Ability: Strong capability to synthesize data, reconcile work, and design analyses to answer specific questions. Detail Orientation: High attention to accuracy and quality. Character: Unquestionable integrity and ability to handle confidential information. Communication: Clear and effective verbal and written communication skills. Work Environment: Ability to work in-office regularly with hybrid flexibility. Plusses CFA or MBA. Experience in retail industry. Familiarity with Flash Sales reporting tools. Forward-thinking, resourceful mindset with comfort in ambiguity. Strong problem-solving skills and ability to manage changing priorities. Compensation: $40.00-50.00/HR Conversion Salary Expectations: $100,000/YR
    $40-50 hourly 1d ago
  • Financial Analyst

    One Carmel 4.4company rating

    Finance leader job in Palo Alto, CA

    About DL Investment Holdings US, LLC Headquartered in Palo Alto, DL Investment Holdings US, LLC is a diversified investment platform and a wholly-owned subsidiary of DL Holdings Group. We leverage our parent company's robust APAC financial network to bridge capital and opportunities in the US market. Our operations are defined by three core strategic pillars: Real Estate Investment & Management: A full-lifecycle approach to developing and managing ultra-luxury residential communities and investment-grade assets. Family Office Services: Providing bespoke global asset allocation, comprehensive wealth management, and legacy planning for high-net-worth clients. Global Investment: Facilitating cross-border capital deployment and strategic financial advisory. We are dedicated to connecting global vision with local expertise to drive long-term value. Position Overview DL Investments is seeking a motivated and detail-oriented Financial Analyst with 2-3 years of experience to support our finance and accounting operations. This role will assist with day-to-day financial tasks, basic bookkeeping, and cash management, while also contributing to financial analysis and reporting. The ideal candidate will have a strong interest in investment and financing activities, particularly in support of real estate projects. This is an excellent opportunity to grow within a dynamic team and gain exposure to both operational finance and strategic investment analysis. Key Responsibilities Assist with accounts payable and receivable processing, including invoice review, payment runs, and customer collections Support month-end close activities, including journal entries and account reconciliations Prepare routine financial reports and assist with variance analysis Help maintain accurate financial records and ensure compliance with internal controls Conduct basic financial analysis, modelling, and forecasting to support investment and financing decisions Assist in the preparation of presentations and materials for real estate projects Collaborate with the Finance Manager on tax filings, payroll support, and regulatory compliance as needed Utilize financial systems (e.g., QuickBooks, Excel) to track and report financial data Qualifications Bachelor's degree in Finance, Accounting, Economics, or related field 2-3 years of experience in finance, accounting, or a related analytical role Understanding of basic accounting principles and financial reporting Proficiency in Microsoft Excel (formulas, PivotTables, charts) Familiarity with QuickBooks or similar accounting software is a plus Strong analytical and problem-solving skills Excellent attention to detail and organizational abilities Ability to work independently and as part of a team Preferred Skills Interest in real estate investment and project financing Exposure to financial modelling or investment analysis CPA candidate or relevant certification progress is a plus Personal Attributes Proactive and eager to learn Adaptable and able to manage multiple tasks Strong communication and interpersonal skills High integrity and professionalism Language Skills English (required) Chinese (preferred) DL Investments is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. DL Investments is committed to providing equal employment opportunities to all applicants, including individuals with disabilities. In accordance with the Americans with Disabilities Act (ADA) and the California Fair Employment and Housing Act (FEHA), we provide reasonable accommodations to qualified applicants and employees with disabilities to ensure equal access to the application, interview, and hiring process. If you require a reasonable accommodation to complete your application or to participate in the interview process, please contact us and let us know the nature of your request. Requests for accommodation will be considered on a case-by-case basis in accordance with applicable laws. In accordance with the California Privacy Rights Act (CPRA), DL Investments provides this notice to inform you that, at or before the point of collection, we may collect the following categories of personal information from job applicants: identifiers (such as your name and contact information), professional or employment-related information (such as your resume, work history, and education), and any other information you choose to provide as part of your application. This information is collected solely for recruitment, evaluating your qualifications, and managing the hiring process. We do not sell or share your personal information with third parties for commercial purposes.
    $65k-107k yearly est. 2d ago
  • Director of Finance & Administration - Department of Dermatology, School of Medicine

    Dev 4.2company rating

    Finance leader job in Stanford, CA

    Company DescriptionJobs for Humanity is partnering with Stanford University to build an inclusive and just employment ecosystem. Therefore, we prioritize individuals coming from the following communities: Refugee, Neurodivergent, Single Parent, Blind or Low Vision, Deaf or Hard of Hearing, Black, Hispanic, Asian, Military Veterans, the Elderly, the LGBTQ, and Justice Impacted individuals. This position is open to candidates who reside in and have the legal right to work in the country where the job is located. Company Name: Stanford University Job Description Dermatology at Stanford has a rich and wonderful tradition of excellence, community and service. The Department encompasses over 200 faculty members, trainees and staff, delivering outstanding patient care at over 8 total sites, including Stanford's affiliated partner institutions and the Stanford Medicine Outpatient Center in Redwood City. The Department's academic efforts presently contribute the largest number of published high impact discoveries of any Dermatology Department in the world. Looking to the future, the mission of the Department will remain focused, as it has been for many years, on leadership in discovery, in patient care and in training leaders of our specialty in an environment that fosters creativity, excellence and synergy. Over the next five years, Dermatology will further the focus of the three thematic foci of the Department: 1) Cutaneous Malignancies, including Melanoma, Non-Melanoma Skin Cancers and Cutaneous Lymphoma 2) Regenerative Medicine and Inherited Skin Diseases, including developing stem cell therapies for disorders such as Epidermolysis Bullosa and 3) Immune Skin Disorders, including the full range of Autoimmune Skin Diseases. The support of our entire community of faculty, alumni, patients, and friends will be instrumental in providing the creativity and resources needed in this effort to support trainees, young faculty, patient care advances and innovative research. The Department of Dermatology, is seeking a Director of Finance and Administration (DFA 2) to partner with the department faculty to achieve continued growth and preeminence in research and patient care. Reporting to the Chair of Dermatology, with a secondary reporting relationship to the Associate Dean, Chief Financial Officer for the School of Medicine, the DFA will provide strategic leadership and direction for the operations, administration and finances for the department. As the business partner to the chair, this critical leadership position will ensure sound management of the department and work with the chair and faculty leaders on new and existing research, clinical patient care, and education programs and initiatives to enable the department to achieve its strategic and operational goals. Additionally, the DFA serves as the liaison to the school and university in all business matters for this department with a combined budget of more than $65MM annually. As the administrative leader for the department, the DFA provides leadership and direction for all financial and administrative functions, including budgeting and financial management, strategic planning, human resources, grant and contract administration, academic affairs, facilities/space planning, compliance, and safety. The DFA manages department operations, establishes the administration's organizational structure and environment, and has oversight for administrative policies and procedures in the department. The duties of this position are typically split between 50% operational and 50% strategic, and the DFA will have multiple levels of professional and supervisory staff. As a clinical department, the DFA will also have considerable interaction with any of the four Stanford affiliated hospitals. CORE DUTIES: Establish business and administrative mission and goals for the department in partnership with faculty leadership on departmental affairs and advocate the unit's needs and goals to internal and external parties. Ensure the financial success of the organization through oversight of the finances across all sources for the annual budget cycle, including developing, monitoring, analyzing forecasting and reporting. Recommend and develop strategies for general cost containment, strategic investments, and growth management. Partner with the hospital(s) budgeting process, negotiate funds flow agreements. Negotiate funding with the hospital(s) for programmatic needs. Evaluate business processes and operational and/or financial effectiveness to develop long-range business plans, including strategic plans for the organization and programs managed. Identify and resolve strategic issues of substantial significance that affect the overall functioning beyond the immediate unit and consult and advise senior leadership. Manage the direction of internal academic and administrative policy development for programs and administrative operations. Make recommendations for changes in staffing, facilities, health and
    $102k-147k yearly est. 60d+ ago
  • Chief Financial and Operations Officer

    Greenpeace

    Finance leader job in San Francisco, CA

    Greenpeace is a global, independent campaigning organization that uses peaceful protest, creative communication and people power to expose global environmental problems and promote solutions that are essential to a green and peaceful future. In just the past year, we've secured a Global Oceans Treaty to protect wildlife and people who depend on healthy oceans. We persuaded the Biden Administration to phase out single-use plastics from federal operations. And we safeguarded healthy spaces, from national marine sanctuaries to bans on seabed mining to stopping liquefied national gas terminals poisoning Gulf Coast communities. Our work spans more than 50 years of fights and successes. As an independent campaigning organization, Greenpeace does not accept funds from any corporations or government entities. The global Greenpeace network is headquartered in the Netherlands, with offices around the world in over fifty countries. Greenpeace USA is headquartered in Washington, DC. Greenpeace USA CFOO Leadership Profile | BoardWalk Consulting Greenpeace USA is proud to partner with BoardWalk Consulting in our search for a Chief Financial and Operations Officer. We are seeking a CFOO who is an experienced, adaptive leader with a passion for environmental justice to lead in this demanding time. Learn more about this opportunity in the Leadership Profile: ******************* USgjw APPLICATION DIRECTIONS: For potential consideration or to recommend a prospect, please email appropriate materials to ****************************** or call Michelle Hall, Patti Kish or Terri Kohan at ************. For the current status of this and other searches, please visit **************************** If you want to save the world from climate change and believe in environmental and social justice, please submit an application on our careers page. Applications will be reviewed on a rolling basis and will conclude once we have found the best candidate. Greenpeace is an Equal Opportunity Employer and does not discriminate on the basis of race, color, class, sex, gender, sexual orientation, disability, family/marital status, religion or other protected classes. We strongly encourage applications from marginalized communities. If you require assistance applying to this opportunity, please contact **************************. Only applicants eligible to work and live in the United States without any legal restrictions need apply for this opportunity.
    $126k-240k yearly est. Auto-Apply 42d ago
  • Chief Financial & Operating Officer - Jewish Vocational & Career Counseling Service (JVS)

    Cook Silverman Search

    Finance leader job in San Francisco, CA

    JVS CURRENTLY ADHERES TO A FOUR-DAY WORK WEEK. THIS POSITION IS HYBRID (TWO DAYS IN OFFICE) AND LOCATED IN SAN FRANCISCO. ABOUT JVS JVS is a nonprofit working to close opportunity gaps in employment by supporting jobseekers with the skills and confidence to secure quality careers with family-sustaining wages. Grounded in core values of racial equity and focused on helping our clients achieve economic mobility, we believe everyone deserves access to training and the chance for a good job. JVS develops training programs in close partnership with employers in high growth sectors, offering high quality jobs. Building on decades of experience and success, JVS is a data-driven organization that takes a whole systems approach to addressing employment and economic equity. Through our direct service programs, employer engagement and policy change, JVS is working toward a future where everyone has access to quality education and training programs that lead to high quality careers and economic mobility. OPPORTUNITY HIGHLIGHTS Salary Range: $189,000 - $219,000 Benefits include: Four-day work week 100% covered medical and dental plans for the employee, including one plan that covers IVF Sixteen (16) days of PTO + ten (10) days of Paid Sick Leave 14 paid federal holidays + 3 Jewish holidays 3% 403(b) and Roth IRA retirement contribution match and 3% non-elective contribution Provides basic life insurance/AD&D and Long Term Disability Healthcare and Dependent Care FSA Transportation Fringe Benefit Plans available Pet Insurance Discounts Employee Assistance Program YOU ARE A strategic, mission-driven leader who brings clarity, collaboration, and calm to complex multi-year financial and operational opportunities. A seasoned nonprofit finance expert who understands diverse funding streams and uses data to drive smart, sustainable decisions. A systems thinker who connects finance, technology, and operations to build efficient, scalable, and people-centered infrastructure. A compassionate change leader who balances forward momentum with empathy, fostering trust and engagement across teams. A thoughtful risk-taker and trusted partner who aligns innovation and integrity to advance JVS's mission of economic mobility and equity. POSITION OVERVIEW JVS's Chief Financial & Operating Officer (CFOO) will be responsible for overseeing the operational strategy of the organization with a focus on scalability, efficiency, and financial leadership in support of JVS's mission and five-year strategic plan. A key member of the executive leadership team, the CFOO will play a central role in driving the organization's growth, ensuring financial sustainability, and aligning operations and technology with organizational priorities. The CFOO will be a proactive, results-oriented leader who brings strong analytical skills, demonstrated ability to build and scale systems, and a collaborative leadership style. This role requires the ability to think strategically and execute effectively in a dynamic environment, championing ongoing learning, data-informed decision-making, and continuous improvement. Reporting to the CEO and working closely with the Board of Directors, the CFOO will directly manage the Director of Finance and Director of Technology and indirectly manage their respective teams. PRIMARY RESPONSIBILITIES Operations Strategy & Organizational Effectiveness Design and lead a comprehensive operational strategy that ensures organizational scale, agility, resilience in alignment with the organization's five-year strategic plan Oversee and continuously improve enterprise-wide operational systems, processes, and policies to support scalability, impact, and efficiency Lead operational change management initiatives, ensuring stakeholder buy-in and sustainable implementation of systems and process improvements across departments Establish vendor management strategies and partnerships that support cost-effective, mission-aligned service delivery and innovation Serve as a key thought partner to the CEO and executive team on organizational design, resource allocation, and structural effectiveness Organizational Goals & Strategic Alignment Partner with the CEO, executive team, and Chief of Staff & Human Resources Director to translate organizational vision into actionable, measurable goals that align people, systems, and resources around impact and sustainability Partner with the CEO, executive team, and Chief of Staff & Human Resources Director to develop and reflect on an ongoing organizational learning agenda Co-lead cross-functional strategic planning and implementation processes to ensure operational and financial infrastructure supports both near- and long-term organizational objectives Provide financial and operational insights to inform decisions on programmatic growth, resource allocation, and change initiatives Monitor progress toward organizational goals using data-informed tools and dashboards, and adjust strategies in response to learning, risk, or environmental shifts Partner with HR and department leaders to align operations strategy with talent strategy and workforce planning, and organizational culture initiatives Strategic Financial Leadership & Vision Develop and implement comprehensive financial strategies that align with the organization's mission, goals, and objectives, ensuring financial sustainability and resilience Serve as a trusted advisor to the Chief Executive Officer, Board of Directors, Finance and Operations Committee (FOC), and Executive Management Team (EMT), offering financial insights and recommendations to support strategic decision-making and organizational growth In collaboration with the Director of Finance, lead the organization in multi-year financial planning, scenario analysis, and forecasting to enable data-driven decisions and adaptability to changing financial landscapes and economic conditions Drive the development and execution of long-term financial goals, identifying and evaluating opportunities for financial growth, operational efficiencies, and cost savings Financial Management, Planning & Analysis Oversee the preparation and management of the annual budget, working closely with the Director of Finance and department heads to set financial goals, monitor progress, and ensure alignment with strategic priorities In collaboration with the Director of Finance, develop a recurring forecasting process that tracks restricted revenue and expenses across government and non-government sources. Develop process to ensure accurate and maximum spend-downs of restricted funding Present accurate, transparent, and timely financial reports to the Chief Executive Officer, Board of Directors, FOC, EMT, and key stakeholders, providing meaningful insights and facilitating informed decision-making Risk Management & Compliance Oversee all aspects of risk management, ensuring appropriate insurance coverage and minimizing organizational risk through robust identification methods, internal controls, policies, and procedures Support the Director of Finance in conducting regular reviews of financial policies and procedures, identifying areas for improvement and implementing best practices to ensure transparency and accountability Technology & Systems Leadership Guide IT strategy and infrastructure to support data security, efficiency, and integration across platforms In collaboration with the Director of Technology, lead the organization's approach to identification, integration, and change management of technology across programs and operations with particular attention to Artificial Intelligence In collaboration with the Director of Technology, lead the implementation and optimization of enterprise systems (e.g., finance, CRM, HRIS) to support organizational performance Team Leadership, Organizational Culture, and Development Support the Directors of Finance and Technology in building and leading high-performing teams, fostering a culture of accountability, collaboration, and continuous improvement within the department Partner with the EMT to foster a mission-driven, collaborative organizational culture that values financial responsibility, ethical behavior, and innovation Collaboration & Stakeholder Engagement Act as a financial liaison to the Board of Directors and the Finance and Operations Committee, presenting strategic recommendations and financial reports, while engaging Board members in oversight Lead quarterly Finance & Operations Committee meetings; leverage Director of Finance and Chief of Staff & Human Resources Director for support Develop and maintain strong relationships with key stakeholders, including funders, banks, external auditors, and regulatory bodies, to advance the organization's financial interests and reputation Represent the organization externally at financial and nonprofit events, building partnerships and networking to further the organization's financial and mission-driven goals COMPETENCIES Educational Background: Bachelor's degree in Business Administration, Finance, Accounting, or a related field required Experience: Minimum of 10 years of progressive operational management experience, with at least 5-7 years in a senior operational leadership role setting and monitoring multi-year operational scenarios, ideally in the nonprofit sector Nonprofit Expertise: In-depth knowledge of nonprofit operational management, statewide scale, and relevant compliance requirements Technical Skills: Proficiency in financial software; experience with nonprofit accounting software (e.g., QuickBooks, Sage Intacct) is highly desirable Leadership & Communication: Proven ability to lead and inspire multi-function operational team, with excellent interpersonal, communication, and presentation skills. Able to convey complex concepts to diverse audiences Analytical Skills: Strong analytical, problem-solving, and decision-making skills, with experience in operational and financial modeling, budgeting, and forecasting Mission Alignment: A passion for the nonprofit sector and a commitment to advancing the mission of JVS through strategic stewardship The preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of the employees assigned to this job.
    $189k-219k yearly 46d ago
  • Regional Finance Manager

    UG2IFS

    Finance leader job in Sunnyvale, CA

    In this role, the Regional Finance Manager will report directly to the VP of Finance. This is a cross-functional position that will play a key role in managing and supporting all finance processes and initiatives throughout the West Region. This individual will work closely and collaborate with back office functional leads, operations teams and senior leadership to support any and all financial needs driven internally or externally. Duties will include, but not limited to: Provide management oversight as a liaison of the corporate office with operations to ensure the accuracy and integrity of business office operations including accounts payable and receivable functions, billing, payroll and financial reporting for the West Region. Assist with monthly financial closing including preparation of revenue and expense accruals to be submitted to accounting for booking. Lead and oversee the monthly financial review process with operations for the West region to meet all critical deadlines and deliverables. Work closely and collaborate with accounting and billing as part of the close process. Prepare and distribute monthly financial reporting packages. Participate in the monthly financial review meetings with operations to analyze, research and resolve reconciling items that arise during the financial review process including documenting explanations for low job performance results where needed. Compile explanations for all CA Books of business to present to corporate finance as part of the overall consolidated financial package distributed to senior leadership. Assist with creating, implementing and managing annual budgets for the West region. Work closely with the West region senior leadership and operations to compile data as necessary. Provide Sage (Intacct) training to authorized users on running reports, drilling into transactions, AR invoice review, billing processes and other functionality as needed. In addition to, providing JTS training to all new users in the West region. Assist West region COE's with new account onboarding procedures to ensure accuracy of data from onset of account start up. In addition, assist with lost account offboarding procedures which would include, but not limited to, identifying assets to be transferred, coordination of final invoices and AR collections, etc. Work closely with the Finance and IT leadership to evaluate Finance processes. Be an active team member in driving continued system optimization to support efficient business processes across back-office functions. Support ad-hoc financial and analytical projects as required. Competencies To perform the job successfully, an individual should demonstrate the following competencies: Problem Solving - Synthesizes complex or diverse information. Maintain expertise in financial accounting and related software tools. Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully Designs workflows and procedures. Customer Service - Strong customer orientation, manage difficult or emotional customer situations; Responds promptly to customer needs; Solicits customer feedback to improve service; Responds to requests for service and assistance. Listens carefully to customer needs. Able to take customer perspective to drive performance improvement. Effectively communicates organizational performance. Communication - Speaks clearly and persuasively in positive or negative situations; Listens and gets clarification; Responds well to questions; Demonstrates group presentation skills; Participates in meetings. Writes clearly and informatively; Able to read and interpret written information. Shares expertise with others. Leadership and Teamwork - Able to effectively lead in a multi-site organization without having direct line management responsibility. Show leadership through power of ideas and persuasion. Places team results above personal interests. Exhibits objectivity and openness to others' views; Supports everyone's efforts to succeed. Business Acumen - Understands the client's business and how the client makes money. Understands business implications of decisions; Displays orientation to profitability; Demonstrates knowledge of market and competition; Aligns work with strategic goals. Analyzes market and competition; Identifies external threats and opportunities; Adapts strategy to changing conditions. Displays willingness to make decisions; Exhibits sound and accurate judgment. Innovation and Technical Skills - Continually updates business and technical knowledge through technical training, industry organizations, research and literature. Shares expertise with others. Displays original thinking and creativity; Meets challenges with resourcefulness; Generates suggestions for improving work. Ethics - Treats people with respect; Keeps commitments; inspires the trust of others; Works with integrity and ethically; Upholds organizational values. Accepts responsibility for own actions; Follows through on commitments. Organizational Support - Understands organization's strengths & weaknesses; Follows policies and procedures; Completes administrative tasks correctly and on time; supports organization's goals and values; Supports affirmative action and respects diversity. Planning/Organizing - Able to work independently and manage competing priorities across multiple sites. Sets challenging goals and objectives. Strategic Thinking - Understands business implications of decisions Understands organization's strengths & weaknesses; Analyzes market and competition; Identifies external threats and opportunities; Adapts strategy to changing conditions. Develops policies and procedures; Completes administrative tasks correctly and on time; Supports organization's goals and values; Benefits organization through outside activities. Quality - Sets and achieves challenging goals; Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality; Applies feedback to improve performance; Monitors own work to ensure quality. Innovation - Displays original thinking and creativity; Meets challenges with resourcefulness; - Develops and implements cost saving measures; Conserves organizational resources. Generates suggestions for improving work; Develops innovative approaches and ideas; Presents ideas and information in a manner that gets others' attention. Looks for and takes advantage of opportunities; Strives to increase productivity. Education and/or Experience Bachelor's degree from four-year college or university in Business, Finance or Accounting and five years of progressive financial experience in all aspects of business control. Required Skills Must have experience using Microsoft Office programs, particularly Excel (advanced preferred), Word, and PowerPoint. Must be able to navigate multiple web platforms and various computer programs. Knowledge of and/or prior experience with Sage (Intacct), ADP Vantage, Bill.com, and Kronos preferred. About UG2: At UG2, a leader in facility services, we are committed to innovation, excellence, and client satisfaction. We are committed to developing the strongest customer relationships and the highest service delivery benchmarks in the marketplace. Founded in 2012, UG2 is privately held and headquartered in Boston, Massachusetts. We also have regional offices in Chicago, Washington, D.C., New York City, West Palm Beach, Los Angeles, Sunnyvale, and Dallas.
    $106k-166k yearly est. 2d ago
  • Treasury Manager

    Navan

    Finance leader job in Palo Alto, CA

    Navan is revolutionizing global travel and expense management, and we're looking for a highly motivated Treasury Manager to join our rapidly expanding team. The Treasury Manager will play a critical role in overseeing treasury operations and shaping the company's capital structure, liquidity and cash management policies, and financial risk framework. This cross-functional role sits at the intersection of capital markets, corporate finance, and treasury operations-supporting long-term growth by ensuring access to capital, optimizing balance sheet efficiency, and building scalable forecasting and risk management capabilities. This role is ideal for someone with a proven background in treasury operations, cash management, or corporate finance, who is eager to further develop expertise in managing liquidity, optimizing cash flow, and supporting capital markets activities. What You'll Do: Treasury Operations & Forecasting Build and maintain cash flow and free cash flow forecasts to support liquidity planning and decision-making. Assist in balance sheet forecasting and capital planning tied to warehouse activity and business growth. Help prepare regular and ad-hoc reporting for senior management and the Board. Establish and implement policies and controls relating to cash movement, banking, and treasury operations to support business needs and mitigate financial risk. Experience in managing banking structure and bank accounts globally, maintaining and tracking bank register and other ad-hoc regulational requirements Capital Markets Support Support the administration of existing debt facilities (warehouses, asset-based lines, term loans), including reporting, covenant tracking, forecasting, and lender communications. Contribute to analyses for potential new funding structures or amendments. Assist in evaluating capital structure alternatives and cost-of-capital initiatives. Risk Management Help develop and maintain risk frameworks across foreign exchange, interest rate, liquidity, and counterparty exposure. Participate in monitoring FX exposures and contribute to hedging recommendations. Assist in assessing the creditworthiness of banking and investment counterparties. Investments & Insurance Support oversight of the company's investment portfolio, ensuring alignment with liquidity needs and risk guidelines. Help coordinate corporate insurance programs and annual renewals. Cross-Functional Collaboration Work with FP&A, Accounting, Legal, Credit, and Product to support treasury-related projects and strategic initiatives. Contribute to building and improving treasury policies, processes, and controls. What We're Looking For: 5+ years of experience in treasury, corporate finance, FP&A, investment banking, or another analytical role. Strong financial modeling and data analysis skills, with the desire to expand into advanced treasury concepts. A proactive, detail-oriented problem solver with strong business judgment. Excellent communication skills and the ability to collaborate across teams. Eagerness to learn, take ownership, and grow within a high-growth, evolving environment. Adaptable and can adjust to changing responsibilities and an eagerness to learn in a constantly evolving environment. Bachelor's degree in Finance, Economics, or a related field. The posted pay range represents the anticipated low and high end of the compensation for this position and is subject to change based on business need. To determine a successful candidate's starting pay, we carefully consider a variety of factors, including primary work location, an evaluation of the candidate's skills and experience, market demands, and internal parity. For roles with on-target-earnings (OTE), the pay range includes both base salary and target incentive compensation. Target incentive compensation for some roles may include a ramping draw period. Compensation is higher for those who exceed targets. Candidates may receive more information from the recruiter. Pay Range$105,000-$190,000 USD
    $105k-190k yearly Auto-Apply 24d ago
  • Senior Treasury Manager, Operations

    Openai 4.2company rating

    Finance leader job in San Francisco, CA

    About the Team OpenAI Finance is responsible for ensuring the organization is set up for success in pursuit of its mission. OpenAI is building a world-class Treasury function to support our rapid global growth, and we're hiring a Senior Treasury Operations Manager to run and scale our daily liquidity, payments, and settlement infrastructure. This is a hands-on role for someone who loves accuracy, controls, and operational excellence and wants to help build the core financial plumbing of one of the world's most important AI organizations. About the Role You'll be the execution backbone of Treasury at OpenAI. You will run our daily cash operations, payment flows, FX and fixed-income settlements, and investment transactions. You will maintain our banking and custody infrastructure, keep reconciliations clean, and operate our Treasury Management System (TMS). As OpenAI grows across products, geographies, and legal entities, you'll help design scalable processes, strengthen controls, build documentation, and implement automation that makes Treasury faster, safer, and more reliable. This role reports to the Director of Treasury. This role is based in San Francisco, CA. We use a hybrid work model of 3 days in the office per week and offer relocation assistance to new employees. In this role, you will: Build and manage banking and custody infrastructure, including account openings, signatories, entitlements, portal access, and periodic KYC updates. Run daily cash operations: wires, ACH, SWIFT, FX settlements, fixed-income settlements, and investment subscriptions & redemptions. Maintain and operate the Treasury Management System: bank feeds, workflows, templates, static data, and exception monitoring. Build and maintain standard operating procedures, checklists, and cross-training to ensure Treasury operations are resilient and never single-threaded. Support the design and operational implementation of cash pooling or an in-house banking structure. Strengthen internal controls for payments, settlements, reconciliations, and user access; prepare clean audit evidence. Identify and implement automation and workflow improvements that reduce manual effort and increase accuracy. You might thrive in this role if you have: 8+ years of hands-on Treasury, payments operations, banking operations, or corporate finance operations experience. Direct experience with payment execution (international wires, ACH, SWIFT) and FX trade settlements. Experience with a Treasury Management System (Treasury4, Kyriba, GTreasury, or similar). Exceptional attention to detail and a strong control mindset. A documentation-first operator who builds durable, scalable processes. Familiarity with tools such as Excel, PowerPoint, Bloomberg, FXall, Clearwater Analytics, and enterprise TMS solutions. Experience collaborating cross-functionally with senior leadership and external financial partners. Demonstrated success leading Treasury functions in high-growth, fast-paced environments. About OpenAI OpenAI is an AI research and deployment company dedicated to ensuring that general-purpose artificial intelligence benefits all of humanity. We push the boundaries of the capabilities of AI systems and seek to safely deploy them to the world through our products. AI is an extremely powerful tool that must be created with safety and human needs at its core, and to achieve our mission, we must encompass and value the many different perspectives, voices, and experiences that form the full spectrum of humanity. We are an equal opportunity employer, and we do not discriminate on the basis of race, religion, color, national origin, sex, sexual orientation, age, veteran status, disability, genetic information, or other applicable legally protected characteristic. For additional information, please see OpenAI's Affirmative Action and Equal Employment Opportunity Policy Statement. Background checks for applicants will be administered in accordance with applicable law, and qualified applicants with arrest or conviction records will be considered for employment consistent with those laws, including the San Francisco Fair Chance Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the California Fair Chance Act, for US-based candidates. For unincorporated Los Angeles County workers: we reasonably believe that criminal history may have a direct, adverse and negative relationship with the following job duties, potentially resulting in the withdrawal of a conditional offer of employment: protect computer hardware entrusted to you from theft, loss or damage; return all computer hardware in your possession (including the data contained therein) upon termination of employment or end of assignment; and maintain the confidentiality of proprietary, confidential, and non-public information. In addition, job duties require access to secure and protected information technology systems and related data security obligations. To notify OpenAI that you believe this job posting is non-compliant, please submit a report through this form. No response will be provided to inquiries unrelated to job posting compliance. We are committed to providing reasonable accommodations to applicants with disabilities, and requests can be made via this link. OpenAI Global Applicant Privacy Policy At OpenAI, we believe artificial intelligence has the potential to help people solve immense global challenges, and we want the upside of AI to be widely shared. Join us in shaping the future of technology.
    $103k-138k yearly est. Auto-Apply 41d ago
  • Analyst, Corporate Development

    Crusoe 4.1company rating

    Finance leader job in San Francisco, CA

    Job Description Crusoe's mission is to accelerate the abundance of energy and intelligence. We're crafting the engine that powers a world where people can create ambitiously with AI - without sacrificing scale, speed, or sustainability. Be a part of the AI revolution with sustainable technology at Crusoe. Here, you'll drive meaningful innovation, make a tangible impact, and join a team that's setting the pace for responsible, transformative cloud infrastructure. About the Role: The Analyst, Corporate Development and M&A will play a critical role in supporting Crusoe's inorganic growth strategy across its core sectors: Power, Industrial Process and Manufacturing, Real Estate and Software. This highly visible position will be deeply involved in all phases of mergers & acquisitions (M&A), strategic investments, and structuring strategic partnerships. The ideal candidate is a high-performing professional with robust financial expertise and transaction experience. The role will report directly to the SVP of Strategic Finance and Corporate Development. This role will be required to be based in San Francisco, CA or New York, NY. What You'll Be Working On: Mergers & Acquisitions (M&A) and Divestitures Market Mapping and Origination: candidate will work across the organization's business units and functions in order to identify acquisition targets from a sector-first perspective. This includes creating and maintaining market maps, thematic research projects and direct outreach to targets. Transaction Execution: Support the end-to-end M&A process, including target identification, strategic rationale development, due diligence, valuation, negotiation, and closing. Financial Modeling & Valuation: Build and maintain complex financial models (Valuation and merger model, Accretion/Dilution analyses, and precedent transaction analyses) to evaluate potential acquisition Due Diligence: Coordinate and manage cross-functional due diligence teams (Legal, Finance, Operations, etc.), synthesizing key findings and developing risk mitigation strategies. Work closely with third-party providers. Market Analysis: Conduct industry and competitive landscape analysis within the Industrials, Energy, and Real Estate sectors to identify strategic market gaps and attractive investment opportunities. Prepare and present on transaction rationale to Executive Leadership team (possibly the Board of Directors) Strategic Investments & Partnerships Sourcing and Evaluation: Evaluate strategic investment and partnership opportunities that align with the company's long-term growth objectives. Deal Structuring: Assist in the structuring and negotiation of terms for joint ventures, strategic alliances, and minority investments. Business Case Development: Create compelling investment memorandums and presentations for Senior Leadership and the Board of Directors, outlining strategic fit, financial implications, and execution plans. General Corporate Development Pipeline Management: Help manage and maintain a robust pipeline of potential M&A and investment targets. Commercial-facing Activities: attend conferences and travel to various industry events in order to aid in origination and market intelligence Reporting: Prepare detailed analytical reports and presentations on key market trends, portfolio performance, and deal progress for internal stakeholders. Cross-Functional Collaboration: Partner closely with internal business unit leaders to assess strategic needs and integration plans. What You'll Bring to the Team: 1-3+ years of experience in Investment Banking (Analyst or Associate level), Corporate Development, Private Equity, or Transaction Advisory Services. Direct experience working on M&A transactions taking a core role in structuring and modeling various scenarios and preparing transaction screening memos Strong coverage experience or deep sector knowledge within Industrials, Energy, and/or Real Estate is highly preferred. Exceptional financial modeling and valuation skills, with an advanced proficiency in Microsoft Excel and PowerPoint. Outstanding analytical and problem-solving abilities, capable of translating complex financial and strategic analysis into clear, concise, and actionable recommendations. Excellent written and verbal communication skills, comfortable presenting to senior executives and external partners. High degree of professionalism, intellectual curiosity, and ability to manage multiple projects and work effectively under tight deadlines. A proactive, self-starter mentality with the ability to work independently while being a strong team player. Bachelor's degree in Finance, Economics, Accounting, or a related quantitative field. Benefits: Industry competitive pay Restricted Stock Units in a fast growing, well-funded technology company Health insurance package options that include HDHP and PPO, vision, and dental for you and your dependents Employer contributions to HSA accounts Paid Parental Leave Paid life insurance, short-term and long-term disability Teladoc 401(k) with a 100% match up to 4% of salary Generous paid time off and holiday schedule Cell phone reimbursement Tuition reimbursement Subscription to the Calm app MetLife Legal Company paid commuter benefit; $300/month Compensation Range Compensation will be paid in the range of up to $100,000-$140,0000 + Bonus. Restricted Stock Units are included in all offers. Compensation to be determined by the applicants knowledge, education, and abilities, as well as internal equity and alignment with market data. Crusoe is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, disability, genetic information, pregnancy, citizenship, marital status, sex/gender, sexual preference/ orientation, gender identity, age, veteran status, national origin, or any other status protected by law or regulation.
    $100k-140k yearly 14d ago
  • Corporate Finance

    Notion

    Finance leader job in San Francisco, CA

    About Us: We're on a mission to make it possible for every person, team, and company to be able to tailor their software to solve any problem and take on any challenge. Computers may be our most powerful tools, but most of us can't build or modify the software we use on them every day. At Notion, we want to change this with focus, design, and craft. We've been working on this together since 2016, and have customers like OpenAI, Toyota, Figma, Ramp, and thousands more on this journey with us. Today, we're growing fast and excited for new teammates to join us who are the best at what they do. We're passionate about building a company as diverse and creative as the millions of people Notion reaches worldwide. Notion is an in person company, and currently requires its employees to come to the office for two Anchor Days (Mondays & Thursdays) and requests that employees spend the majority of their week in the office (including a third day). About The Role: Our Corporate Finance team serves as a trusted advisor to the company, informing and guiding critical C-level decisions through insightful analyses & thought partnership. We are looking for a bright, driven individual who will support Executive-level understanding of our key financial metrics and trends, dial in our forecasting accuracy, and take on high-profile strategic projects for the CFO and other key decision-makers. We are a lean team, so your impact will be felt immediately. What You'll Achieve: Be the focal point across the finance and accounting teams for forecasts, annual planning, long-range planning, and other critical Revenue, Expense, Headcount, and other consolidation processes and reporting. Own Notion's financial consolidations. Drive deeper Budget vs Actuals understanding and forecast precision via smarter, more data-driven modeling and tighter cross-functional collaboration, particularly in uncharted, high impact areas. Support our monthly close and forecast processes - analyze financial results, distill and synthesize key trends, and communicate risks & opportunities to influence business outcomes. Assist in preparation of monthly & quarterly management reporting including Budget vs Actuals analyses, dashboards, and Board materials. Strengthen our operational infrastructure by identifying and mobilizing system & process improvements. Build automation to take steps out of our recurring motions and reduce margin of error. Tackle new & evolving priorities for the team, including ad hoc analyses. Skills You'll Need to Bring: 1-7 years experience in Corporate FP&A, Corporate Finance, or Strategic Finance in the technology industry Experience with financial modeling, consolidations, P&L Management, forecasting, Budget vs Actuals, annual and long-range planning Positive attitude with high aptitude to learn new things quickly. Team player eager to further develop and grow with us Demonstrate intellectual curiosity, problem-solving skills, and hunger to continually up-level current approaches and processes Strong work ethic, reliability, and attention to detail - “get it done” attitude Nice to Haves: Experience with a high-growth SaaS company Experience with Netsuite, Workday, Zip, and planning tools (Pigment, Adaptive, Anaplan) Working knowledge of SQL You don't need to be an AI expert, but you're curious and willing to adopt AI tools to work smarter and deliver better results We hire talented and passionate people from a variety of backgrounds because we want our global employee base to represent the wide diversity of our customers. If you're excited about a role but your past experience doesn't align perfectly with every bullet point listed in the job description, we still encourage you to apply. If you're a builder at heart, share our company values, and enthusiastic about making software toolmaking ubiquitous, we want to hear from you. Notion is proud to be an equal opportunity employer. We do not discriminate in hiring or any employment decision based on race, color, religion, national origin, age, sex (including pregnancy, childbirth, or related medical conditions), marital status, ancestry, physical or mental disability, genetic information, veteran status, gender identity or expression, sexual orientation, or other applicable legally protected characteristic. Notion considers qualified applicants with criminal histories, consistent with applicable federal, state and local law. Notion is also committed to providing reasonable accommodations for qualified individuals with disabilities and disabled veterans in our job application procedures. If you need assistance or an accommodation due to a disability, please let your recruiter know. Notion is committed to providing highly competitive cash compensation, equity, and benefits. The compensation offered for this role will be based on multiple factors such as location, the role's scope and complexity, and the candidate's experience and expertise, and may vary from the range provided below. For roles based in San Francisco, the estimated base salary range for this role is $145,000 - $160,000 per year. By clicking “Submit Application”, I understand and agree that Notion and its affiliates and subsidiaries will collect and process my information in accordance with Notion's Global Recruiting Privacy Policy. #LI-Onsite
    $145k-160k yearly Auto-Apply 60d+ ago
  • Treasurer

    The Class Consulting Group

    Finance leader job in Sunnyvale, CA

    About Us: The Class Consulting Group is a boutique management consulting firm headquartered in SFO-Bay Area that provides consulting services to senior management and Board of Directors of nonprofit/philanthropic organizations. It also offers community leadership opportunities to professionals. CLASS collaborates with its clients - the Non-Profit Organizations to help them realize their mission and create tangible value. CLASS offers business consulting services in Marketing, Strategy, Human Resources/ Organization, Finance, and IT. We are looking for motivated and committed individuals to join our volunteer-driven teams. Position Type: Volunteering (All volunteering positions at Class Consulting Group are unpaid) Location: Remote General Responsibilities: Maintain current knowledge of the organization, its programs, bylaws and articles of incorporation. The Treasurer will have full knowledge of all organization holdings and assets. Review monthly account records and monitor income and expenditures. Draft and present the annual budget to the board, prepare, and present a treasurer's report at board meetings, check accounting work for errors and fraud, and sign the annual tax return for the organization. The Treasure will chair the quantitative and business analysis initiative. The Treasurer will be responsible for reviewing, approving, and dispensing reimbursements to volunteers as needed. Will partner with one internal CLASS team and/or lead a CLASS strategic initiative. If partnering with a team, the Treasurer will attend bi-monthly staff meeting and provide direction and input as needed. Provide sensitivity and support to staff member and other board members as they perform their duties. Exercise loyalty to CLASS and respect confidentiality regarding internal affairs. Board Responsibilities: As a voting board member, the Treasurer will attend monthly board meetings, vote on motions, be actively involved with Board Members in development of CLASS strategy, initiatives, and annual goals. Oversee and ensure final approval to the organization's budget, evaluate the organization's progress toward strategic goals and ensure sufficient resources. Take initiative in informing the organization about opportunities for funding support or program development or identifying individuals for volunteer participation. Ensure fulfillment of the mission, growth and sound governing of the organization. Strongly believes in and advocates organizational values and sets strategic direction and overall policy. Act as an ambassador for the organization and promote organization's image and public standing. Establish an organizational culture that embraces strategic planning, sets clearly defined goals, and promotes diversity. Reports to the Board Chair/ Board President. Work closely with the Team Director and other volunteers. Assign work to the committee members, set the agenda, run regular meetings, and distribute meeting minutes. Initiate and lead the team evaluation as per set metrics/KPIs. Provide candid, open and honest feedback and evaluation when appropriate. Requirements: 15+ years of experience in the area of expertise. Knowledge of nonprofit practices, nonprofit laws, record keeping, committee management rules, and conducting board meetings. Prior experience with a Non-Profit Organization and as a Board Treasurer is preferred. Demonstrated interest/passion in the non-profit/social responsibility sector. Comfortable working in an entrepreneurial environment and taking initiative. Willing and able to make asks on CLASS's behalf [ambassadors]. Excellent written and verbal communication skills. Desire to play lead role in CLASS's growth strategy. Demonstrated effectiveness in meetings and task forces seen as a leader. Strong team-builder and team member. Solid professional reputation. Honesty, integrity, and respect for others. Leadership skills, visionary, self-confident, future orientation, open-minded and articulate, and outgoing personality. Attend monthly in-person or virtual Board meetings. Estimated time commitment: 10-15 hours/month [excluding meeting time] depending on the need. Term: Minimum commitment requirement is 1 Term [3 years] The CLASS Consulting Group believes in equal employment opportunity and considers applicants for all positions without regard to race, color, religion, creed, gender, national origin, age, disability, marital or veteran status, sexual orientation, or any other legally protected status. Human Resources Team The Class Consulting Group 1250 Oakmead Pkwy, Suite 210 Sunnyvale, CA 94085-4037 Email : ****************************** Website: **************** Creating social DNA for a better world, one community at a time.
    $71k-132k yearly est. Easy Apply 60d+ ago
  • Corporate - Restructuring & Special Situations Finance

    Evans Hiring Partners

    Finance leader job in San Francisco, CA

    Job Description: Corporate - Restructuring & Special Situations Finance Our exceptional teams craft and deploy creative legal strategies that are meticulously tailored to every matter, however complex or high-stakes. With more than 1,900 lawyers, spanning 21 offices worldwide and dozens of practice areas, we operate as a unified whole. Our work is distinguished by a unique combination of precision and vision. We forge deep partnerships with our clients - helping them face tough challenges with courage and thrive in unprecedented times. Job Responsibilities: Lead and manage restructuring and special situations finance projects, providing innovative solutions to complex financial challenges. Collaborate with cross-functional teams including finance, legal, and operations to ensure strategic alignment and compliance. Conduct detailed financial analyses and develop comprehensive restructuring plans for distressed entities. Negotiate with stakeholders, including lenders and shareholders, to restructure debt and facilitate optimum outcomes for clients. Stay abreast of industry trends, legal updates, and market conditions to anticipate client needs and provide timely advice. Mentor junior staff and contribute to a collaborative team environment. Prepare and present reports to clients and internal stakeholders, ensuring clarity and understanding of complex issues. Essential Qualifications: Juris Doctor (JD) degree from an accredited law school. Active bar admission in the state of California or willingness to obtain. Strong analytical and problem-solving skills, with the ability to think creatively in high-pressure situations. Excellent verbal and written communication skills, with a proven ability to effectively articulate complex ideas. Desired Experience: Minimum of 5 years and a maximum of 9 years of relevant experience in corporate finance, restructuring, or a related field. Proven track record in managing significant restructuring projects and special situations finance. Experience working in a law firm environment is highly desirable. Strong relationships with industry stakeholders, including financial institutions and corporate clients. Salary & Benefits: Annual salary ranging from $365,000 to $435,000, commensurate with experience. Comprehensive benefits package including health, dental, and vision insurance. Retirement savings plan with company match. Paid time off, including vacation, sick leave, and holidays. Continuing education and professional development opportunities.
    $75k-117k yearly est. 60d+ ago
  • Strategic Finance, Corporate Finance

    Descript 4.1company rating

    Finance leader job in San Francisco, CA

    About the Role Finance at Descript isn't a back-office function, it's a strategic partner in shaping where and how we grow. This role exists to turn insight into leverage: helping the company make smarter bets, allocate capital effectively, and improve the efficiency of how we operate. You'll report to the VP of Finance and lead FP&A while driving key strategic finance initiatives across the company, partnering closely with Product and Engineering. Your work will influence how we evaluate investments, plan headcount and spend, manage compute and COGS, and assess the financial impact of pricing and monetization decisions. We're looking for someone who sees finance as a creative craft - not just about control or compliance, but about clarity, curiosity, and action. You'll build models, frameworks, and narratives that help Descript make better decisions faster. The right person thrives at the intersection of data, product, and strategy; is fluent in SQL or eager to learn it; and has the range to move from tactical detail to company-level strategy. What will you do? Lead FP&A, own company-wide planning, forecasting, and performance management. Build dashboards that surface tradeoffs and guide executive decisions (Including P&L, cash flow, and balance sheet modeling) Own headcount modeling and workforce planning across all functions, partnering with the exec team on hiring plans, tradeoffs, and timing. Drive monthly and quarterly variance analysis and performance reviews, including plan vs actuals across revenue, spend, and headcount. Collaborate with Product and Engineering to monitor COGS, compute and inference costs, identify efficiency opportunities, and help drive improvements in gross margin Evaluate areas of investment by analyzing unit economics, and ROI across products and segments Lead long term financial planning, opportunity sizing, and scenario modeling to support strategic decisions. Support data-driven narratives for board and investor updates, and support fundraising efforts with modeling, materials, and financial storytelling. Influence company wide resourcing decisions across headcount, operating spend, and capital allocation. What you bring: 7+ years in finance roles at high-growth tech companies Early training in consulting or investment banking Experience running FP&A end to end, ideally scaling from Strong modeling, analytical rigor, and ability to influence Cross-functional fluency with Product, Engineering, and GTM teams - able to translate financial insights into product and operational decisions Deep understanding of SaaS economics and pipeline dynamics Hands-on understanding of cloud and compute economics, with experience optimizing COGS and driving cost efficiency Comfortable working with data directly - proficiency in SQL or a strong desire to learn Excellent storytelling skills with data Thrives in ambiguity, rapid iteration, and cross-functional collaboration If you don't tick every box above, we'd still encourage you to apply. We're building a diverse team whose skills balance and complement one another. The base salary range for this role is $200,000 - $250,000/year. Final offer amounts will carefully consider multiple factors, including prior experience, expertise, and location, and may vary from the amount above. About Descript Descript is building a simple, intuitive, fully-powered editing tool for video and audio - an editing tool built for the age of AI. We are a team of 150 and the backing of some of the world's greatest investors (OpenAI, Andreessen Horowitz, Redpoint Ventures, Spark Capital). Descript is the special company that's in possession of both product market fit and the raw materials (passionate user community, great product, large market) for growth, but is still early enough that each new employee has a measurable influence on the direction of the company. Benefits include a generous healthcare package, 401k matching program, catered lunches, and flexible vacation time. Our headquarters are located in the Mission District of San Francisco, CA. We're hiring for a mix of remote roles and hybrid roles. For those who are remote, we have a handful of opportunities throughout the year for in person collaboration. For our hybrid roles, we're flexible, and you're an adult-we don't expect or mandate that you're in the office every day. We do believe there are valuable and serendipitous moments of discovery and collaboration that come from working together in person. Descript is an equal opportunity workplace-we are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, or Veteran status. We believe in actively building a team rich in diverse backgrounds, experiences, and opinions to better allow our employees, products, and community to thrive.
    $69k-108k yearly est. Auto-Apply 7d ago
  • Financial Planning and Analysis Manager

    Camino Search

    Finance leader job in Fremont, CA

    Camino Search is partnered with a rapidly scaling, technology-driven e-commerce company to appoint an FP&A Manager. The business has grown quickly and is building a high-performing finance function that can deliver strategic insight, strong operational partnership, and accurate forecasting in a fast-paced environment. About the Role Our client is seeking a highly strategic FP&A Manager to lead financial planning, partner cross-functionally, and strengthen the company's financial discipline during a period of rapid expansion. Reporting directly to the Head of Corporate Finance, this leader will oversee core planning processes, manage complex forecasting models, and provide actionable insights into margin performance, cost drivers, and operational efficiency. The role is hybrid and based in the San Francisco and Palo Alto area. Key Responsibilities ✔ Lead the company's budgeting, forecasting, and long-range planning processes, ensuring alignment with strategic goals ✔ Manage, enhance, and oversee complex financial models across PCOGS, DDP, tariffs, supply chain cost structures, and unit economics ✔ Own Monthly Business Review reporting, delivering executive-level insights and performance narratives ✔ Partner strategically with merchandising, sourcing, production, planning, and procurement leaders to drive informed decision-making ✔ Conduct deep-dive margin, variance, and sensitivity analyses, identifying opportunities to improve profitability and operational leverage ✔ Improve financial systems, tools, and processes, strengthening visibility into cost drivers and operational KPIs ✔ Guide junior analysts or cross-functional stakeholders, elevating analytical rigor across the finance organization ✔ Translate complex financial data into clear, concise recommendations and influence decision-making at the senior leadership level ✔ Ensure data integrity, validate assumptions, and maintain strong financial governance across planning deliverables Ideal Candidate Profile 🔹 ~8-10 years of experience in FP&A, strategic finance, or corporate finance within dynamic, high-growth environments 🔹 Strong modelling expertise with deep understanding of product cost economics, supply chain cost drivers, and unit economics 🔹 Advanced Excel or Google Sheets capability; familiarity with financial planning systems (Anaplan, Adaptive, NetSuite, or similar) 🔹 Background in e-commerce, retail, consumer goods, or other fast-moving, operationally complex industries 🔹 Strong grasp of GAAP, GL review, financial controls, and accounting fundamentals 🔹 Strong communication skills with the ability to influence executives and cross-functional leaders 🔹 Strategic thinker who is detail-oriented, highly analytical, adaptable, and comfortable with ambiguity 🔹 Proven track record of driving process improvement and elevating financial visibility in scaling organizations Preferred 🔹 Master's Degree (MBA) or relevant certifications 🔹 Finance experience in a retail, e-commerce, consumer goods, or supply chain-driven industry 🔹 IB/Banking Experience
    $112k-165k yearly est. 3d ago
  • Treasury Manager

    Navan

    Finance leader job in San Francisco, CA

    Navan is revolutionizing global travel and expense management, and we're looking for a highly motivated Treasury Manager to join our rapidly expanding team. The Treasury Manager will play a critical role in overseeing treasury operations and shaping the company's capital structure, liquidity and cash management policies, and financial risk framework. This cross-functional role sits at the intersection of capital markets, corporate finance, and treasury operations-supporting long-term growth by ensuring access to capital, optimizing balance sheet efficiency, and building scalable forecasting and risk management capabilities. This role is ideal for someone with a proven background in treasury operations, cash management, or corporate finance, who is eager to further develop expertise in managing liquidity, optimizing cash flow, and supporting capital markets activities. What You'll Do: Treasury Operations & Forecasting Build and maintain cash flow and free cash flow forecasts to support liquidity planning and decision-making. Assist in balance sheet forecasting and capital planning tied to warehouse activity and business growth. Help prepare regular and ad-hoc reporting for senior management and the Board. Establish and implement policies and controls relating to cash movement, banking, and treasury operations to support business needs and mitigate financial risk. Experience in managing banking structure and bank accounts globally, maintaining and tracking bank register and other ad-hoc regulational requirements Capital Markets Support Support the administration of existing debt facilities (warehouses, asset-based lines, term loans), including reporting, covenant tracking, forecasting, and lender communications. Contribute to analyses for potential new funding structures or amendments. Assist in evaluating capital structure alternatives and cost-of-capital initiatives. Risk Management Help develop and maintain risk frameworks across foreign exchange, interest rate, liquidity, and counterparty exposure. Participate in monitoring FX exposures and contribute to hedging recommendations. Assist in assessing the creditworthiness of banking and investment counterparties. Investments & Insurance Support oversight of the company's investment portfolio, ensuring alignment with liquidity needs and risk guidelines. Help coordinate corporate insurance programs and annual renewals. Cross-Functional Collaboration Work with FP&A, Accounting, Legal, Credit, and Product to support treasury-related projects and strategic initiatives. Contribute to building and improving treasury policies, processes, and controls. What We're Looking For: 5+ years of experience in treasury, corporate finance, FP&A, investment banking, or another analytical role. Strong financial modeling and data analysis skills, with the desire to expand into advanced treasury concepts. A proactive, detail-oriented problem solver with strong business judgment. Excellent communication skills and the ability to collaborate across teams. Eagerness to learn, take ownership, and grow within a high-growth, evolving environment. Adaptable and can adjust to changing responsibilities and an eagerness to learn in a constantly evolving environment. Bachelor's degree in Finance, Economics, or a related field.
    $101k-147k yearly est. Auto-Apply 23d ago
  • Analyst, Corporate Development

    Crusoe 4.1company rating

    Finance leader job in San Francisco, CA

    Crusoe's mission is to accelerate the abundance of energy and intelligence. We're crafting the engine that powers a world where people can create ambitiously with AI - without sacrificing scale, speed, or sustainability. Be a part of the AI revolution with sustainable technology at Crusoe. Here, you'll drive meaningful innovation, make a tangible impact, and join a team that's setting the pace for responsible, transformative cloud infrastructure. About the Role: The Analyst, Corporate Development and M&A will play a critical role in supporting Crusoe's inorganic growth strategy across its core sectors: Power, Industrial Process and Manufacturing, Real Estate and Software. This highly visible position will be deeply involved in all phases of mergers & acquisitions (M&A), strategic investments, and structuring strategic partnerships. The ideal candidate is a high-performing professional with robust financial expertise and transaction experience. The role will report directly to the SVP of Strategic Finance and Corporate Development. This role will be required to be based in San Francisco, CA or New York, NY. What You'll Be Working On: Mergers & Acquisitions (M&A) and Divestitures Market Mapping and Origination: candidate will work across the organization's business units and functions in order to identify acquisition targets from a sector-first perspective. This includes creating and maintaining market maps, thematic research projects and direct outreach to targets. Transaction Execution: Support the end-to-end M&A process, including target identification, strategic rationale development, due diligence, valuation, negotiation, and closing. Financial Modeling & Valuation: Build and maintain complex financial models (Valuation and merger model, Accretion/Dilution analyses, and precedent transaction analyses) to evaluate potential acquisition Due Diligence: Coordinate and manage cross-functional due diligence teams (Legal, Finance, Operations, etc.), synthesizing key findings and developing risk mitigation strategies. Work closely with third-party providers. Market Analysis: Conduct industry and competitive landscape analysis within the Industrials, Energy, and Real Estate sectors to identify strategic market gaps and attractive investment opportunities. Prepare and present on transaction rationale to Executive Leadership team (possibly the Board of Directors) Strategic Investments & Partnerships Sourcing and Evaluation: Evaluate strategic investment and partnership opportunities that align with the company's long-term growth objectives. Deal Structuring: Assist in the structuring and negotiation of terms for joint ventures, strategic alliances, and minority investments. Business Case Development: Create compelling investment memorandums and presentations for Senior Leadership and the Board of Directors, outlining strategic fit, financial implications, and execution plans. General Corporate Development Pipeline Management: Help manage and maintain a robust pipeline of potential M&A and investment targets. Commercial-facing Activities: attend conferences and travel to various industry events in order to aid in origination and market intelligence Reporting: Prepare detailed analytical reports and presentations on key market trends, portfolio performance, and deal progress for internal stakeholders. Cross-Functional Collaboration: Partner closely with internal business unit leaders to assess strategic needs and integration plans. What You'll Bring to the Team: 1-3+ years of experience in Investment Banking (Analyst or Associate level), Corporate Development, Private Equity, or Transaction Advisory Services. Direct experience working on M&A transactions taking a core role in structuring and modeling various scenarios and preparing transaction screening memos Strong coverage experience or deep sector knowledge within Industrials, Energy, and/or Real Estate is highly preferred. Exceptional financial modeling and valuation skills, with an advanced proficiency in Microsoft Excel and PowerPoint. Outstanding analytical and problem-solving abilities, capable of translating complex financial and strategic analysis into clear, concise, and actionable recommendations. Excellent written and verbal communication skills, comfortable presenting to senior executives and external partners. High degree of professionalism, intellectual curiosity, and ability to manage multiple projects and work effectively under tight deadlines. A proactive, self-starter mentality with the ability to work independently while being a strong team player. Bachelor's degree in Finance, Economics, Accounting, or a related quantitative field. Benefits: Industry competitive pay Restricted Stock Units in a fast growing, well-funded technology company Health insurance package options that include HDHP and PPO, vision, and dental for you and your dependents Employer contributions to HSA accounts Paid Parental Leave Paid life insurance, short-term and long-term disability Teladoc 401(k) with a 100% match up to 4% of salary Generous paid time off and holiday schedule Cell phone reimbursement Tuition reimbursement Subscription to the Calm app MetLife Legal Company paid commuter benefit; $300/month Compensation Range Compensation will be paid in the range of up to $100,000-$140,0000 + Bonus. Restricted Stock Units are included in all offers. Compensation to be determined by the applicants knowledge, education, and abilities, as well as internal equity and alignment with market data. Crusoe is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, disability, genetic information, pregnancy, citizenship, marital status, sex/gender, sexual preference/ orientation, gender identity, age, veteran status, national origin, or any other status protected by law or regulation.
    $100k-140k yearly Auto-Apply 12d ago
  • Corporate Finance

    Notion

    Finance leader job in San Francisco, CA

    About Us: We're on a mission to make it possible for every person, team, and company to be able to tailor their software to solve any problem and take on any challenge. Computers may be our most powerful tools, but most of us can't build or modify the software we use on them every day. At Notion, we want to change this with focus, design, and craft. We've been working on this together since 2016, and have customers like OpenAI, Toyota, Figma, Ramp, and thousands more on this journey with us. Today, we're growing fast and excited for new teammates to join us who are the best at what they do. We're passionate about building a company as diverse and creative as the millions of people Notion reaches worldwide. Notion is an in person company, and currently requires its employees to come to the office for two Anchor Days (Mondays & Thursdays) and requests that employees spend the majority of their week in the office (including a third day). About The Role: Our Corporate Finance team serves as a trusted advisor to the company, informing and guiding critical C-level decisions through insightful analyses & thought partnership. We are looking for a bright, driven individual who will support Executive-level understanding of our key financial metrics and trends, dial in our forecasting accuracy, and take on high-profile strategic projects for the CFO and other key decision-makers. We are a lean team, so your impact will be felt immediately. What You'll Achieve: * Be the focal point across the finance and accounting teams for forecasts, annual planning, long-range planning, and other critical Revenue, Expense, Headcount, and other consolidation processes and reporting. * Own Notion's financial consolidations. Drive deeper Budget vs Actuals understanding and forecast precision via smarter, more data-driven modeling and tighter cross-functional collaboration, particularly in uncharted, high impact areas. * Support our monthly close and forecast processes - analyze financial results, distill and synthesize key trends, and communicate risks & opportunities to influence business outcomes. * Assist in preparation of monthly & quarterly management reporting including Budget vs Actuals analyses, dashboards, and Board materials. * Strengthen our operational infrastructure by identifying and mobilizing system & process improvements. Build automation to take steps out of our recurring motions and reduce margin of error. * Tackle new & evolving priorities for the team, including ad hoc analyses. Skills You'll Need to Bring: * 1-7 years experience in Corporate FP&A, Corporate Finance, or Strategic Finance in the technology industry * Experience with financial modeling, consolidations, P&L Management, forecasting, Budget vs Actuals, annual and long-range planning * Positive attitude with high aptitude to learn new things quickly. Team player eager to further develop and grow with us * Demonstrate intellectual curiosity, problem-solving skills, and hunger to continually up-level current approaches and processes * Strong work ethic, reliability, and attention to detail - "get it done" attitude Nice to Haves: * Experience with a high-growth SaaS company * Experience with Netsuite, Workday, Zip, and planning tools (Pigment, Adaptive, Anaplan) * Working knowledge of SQL * You don't need to be an AI expert, but you're curious and willing to adopt AI tools to work smarter and deliver better results We hire talented and passionate people from a variety of backgrounds because we want our global employee base to represent the wide diversity of our customers. If you're excited about a role but your past experience doesn't align perfectly with every bullet point listed in the job description, we still encourage you to apply. If you're a builder at heart, share our company values, and enthusiastic about making software toolmaking ubiquitous, we want to hear from you. Notion is proud to be an equal opportunity employer. We do not discriminate in hiring or any employment decision based on race, color, religion, national origin, age, sex (including pregnancy, childbirth, or related medical conditions), marital status, ancestry, physical or mental disability, genetic information, veteran status, gender identity or expression, sexual orientation, or other applicable legally protected characteristic. Notion considers qualified applicants with criminal histories, consistent with applicable federal, state and local law. Notion is also committed to providing reasonable accommodations for qualified individuals with disabilities and disabled veterans in our job application procedures. If you need assistance or an accommodation due to a disability, please let your recruiter know. Notion is committed to providing highly competitive cash compensation, equity, and benefits. The compensation offered for this role will be based on multiple factors such as location, the role's scope and complexity, and the candidate's experience and expertise, and may vary from the range provided below. For roles based in San Francisco, the estimated base salary range for this role is $145,000 - $160,000 per year. By clicking "Submit Application", I understand and agree that Notion and its affiliates and subsidiaries will collect and process my information in accordance with Notion's Global Recruiting Privacy Policy. #LI-Onsite
    $145k-160k yearly Auto-Apply 60d+ ago

Learn more about finance leader jobs

How much does a finance leader earn in Hercules, CA?

The average finance leader in Hercules, CA earns between $90,000 and $196,000 annually. This compares to the national average finance leader range of $78,000 to $174,000.

Average finance leader salary in Hercules, CA

$133,000
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