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Finance leader jobs in South San Francisco, CA

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  • Treasury Manager - Locals Preferred

    Rootshell Inc.

    Finance leader job in San Jose, CA

    Hello All, Greetings from Rootshell Inc. Rootshell Enterprise Technologies Inc. is a recognized provider of professional IT Consulting services in the US. We are actively seeking Treasury Manager for one of our client, Please share your resume with current location & full contact info Job Title:Treasury Manager Location:San Jose, California - Hybrid Employment Type: Contract Locals Preferred Job Description: Required Qualifications • Minimum of 7-10 years of progressive experience in Treasury, Capital Markets, or Corporate Finance, preferably within the FinTech or technology sector. • Deep expertise in managing large, complex investment portfolios (both corporate and FBO/customer funds). • Demonstrated experience with interest income forecasting, float analysis, and optimization strategies. • Proven hands-on experience in foreign exchange (FX) trading and risk management, specifically for commercial purposes (e.g., supporting customer payment products). • Strong understanding of investment compliance, regulatory requirements, and managing compliance with corporate covenants. • Exceptional financial modeling and analytical skills. • Bachelor's degree in Finance, Accounting, Economics, or a related field; MBA, CFA, or CTP is highly desirable. • Experience implementing Treasury Management Systems (TMS), automation tools, and leveraging AI/Machine Learning in treasury processes is a significant plus. Essential Duties and Responsibilities Capital Markets & Investment Management • Lead the management and execution of both the corporate investment portfolio and the FBO (For Benefit Of) customer funds portfolio, ensuring adherence to investment policy, liquidity needs, and risk tolerances. • Oversee all aspects of foreign exchange execution for commercial purposes, including managing trading strategies, counterparties, and operational flow to support global payment products delivered to customers. • Monitor global capital markets, interest rate environments, and credit risk exposures to inform investment strategy and tactical execution. • Manage compliance for all investment activities, ensuring adherence to internal policies, external regulations, and debt covenants. Financial Planning & Analysis • Develop and maintain robust, accurate models for forecasting float balances, interest income, and associated expenses. • Analyze and report on portfolio performance, yield optimization, and the financial impact of changing rate environments. • Provide strategic input to annual planning and quarterly forecasting processes related to net interest income (NII). Cross-Functional Strategy & Product Support • Serve as the primary Treasury partner for Product and Engineering teams, providing capital markets and FX expertise for the design, development, and launch of new payments products, particularly those involving foreign currency and cross-border payments. • Translate complex regulatory and market requirements into actionable product features and operational workflows. • Drive continuous improvement and scalability through the implementation of automation tools, AI, and advanced analytics into treasury operations, including cash positioning, investment trading, and FX execution. Treasury Operations & Risk • Manage investment banking relationships and monitor counterparty risk. • Ensure the efficient and secure management of daily corporate and FBO cash positions. • Develop and refine treasury policies and procedures to optimize efficiency and mitigate operational risk Thanks & Regards Shireesha G | Talent Acquisition Rootshell Enterprise Techologies Inc. ****************************|********************
    $101k-146k yearly est. 1d ago
  • 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
  • VP, Financial Consultant - Campbell, CA (Hiring Immediately)

    Charles Schwab 4.8company rating

    Finance leader job in Campbell, CA

    Regular Your opportunity In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Click the link below to review our Investment Professionals incentive structure. Investment Professionals' Compensation | Charles Schwab At Schwab, youre empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together. Schwabs branch team is at the heart of our firms commitment tohelping clients own their financial futures. In this exciting role, youllgive clients financial guidance while forming lasting relationshipsbuilt on trust, respect, and reaching a common goal. Youll alsohavethe ability totake charge of your own professional journey with oursupportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, youll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a teamsetting, and share our passion for serving clients - this role is for you. What you have Required Qualifications: A valid and active FINRA Series 7 license required
    $106k-164k yearly est. 2d 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
  • 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
  • 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
  • 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 25d 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. 24d 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
  • Treasury Manager

    Charities Housing

    Finance leader job in San Jose, CA

    POSITION: Part-time Treasury Manager COMPENSATION: $70.00-$75.00/hour DOE (20 hours per week) Charities Housing's mission is to develop, own and manage the highest quality affordable housing for extremely low and very low-income individuals, families, and those in our community with special needs. For nearly 30 years, through service enhanced property management and structured resident involvement, Charities Housing has fostered and supported the highest standards of human dignity in our communities. The culture at Charities embraces a respectful, diverse, and empowered environment. We value a healthy work-life balance and encourage everyone to speak up and step up. Growth, mentorship, and training are priorities for our teammates. We like to think outside the box and keep our entrepreneurial spirit alive and strong as the company continues to grow. We believe in working hard, but also having fun along the way and celebrating our accomplishments. DESCRIPTION OF POSITION: This position is responsible for managing the monetary aspects of Charities Housing, including cash flow, liquidity, funding and relationship with financial institutions. The Treasury Manager will also be responsible for providing professional-level support to the Director of Asset Management in a variety of areas. PREREQUISITES: Experience: Must have prior experience with treasury management including managing debt portfolios, liquidity and cash flow forecasting, and techniques for analysis of funding and hedging. Ability to demonstrate strong analytical background and problem-solving skills. Experience with affordable housing financial data review is preferred. Ability: Must show ability to be a quick learner, self-motivated and detail- oriented and enjoy working with others. Organization: Must be well organized and have the ability to prioritize duties and responsibilities, ability to multitask, and deal effectively and professionally with people and work in a fast-paced office environment. MINIMUM QUALIFICATIONS: Education: Bachelor's degree with coursework in Accounting, Business Administration, Finance or a closely related field Experience: Minimum five years' experience in professional treasury experience, affordable housing industry experience preferred SUPERVISION RECEIVED: Receives direct supervision from the Director of Asset Management and may receive direction from higher level positions. ESSENTIAL JOB FUNCTIONS: The following duties are normal for this position, but this list is not to be deemed all-encompassing. Other duties may be required and assigned. Serve as the administrator of Charities' banking services system, overseeing user access, permissions, and overall platform management; serve as the primary liaison with banks for system issues, new services, and technical setup; ensure compliance and internal controls related to bank platform access and transactions and maintain up-to-date banking documentation such as authorized signer lists and service agreements Implement and periodically review the Investment strategy and monitor investment activities to ensure an optimal mix of risk and return. Maintain liquidity needed to operate and determine the optimal mix of cash and investments according to Charities' investment policy Invest excess capital funds from wholly owned properties based on Asset Management's cash‑needs analysis Monitor and manage opening and closing of bank accounts, and manage bank fees to ensure cost‑effective cash‑management services Maximize insured bank balances at both Corporate and individual property level by leveraging appropriate banking products to ensure both liquidity and regulatory compliance Monitor Charities' debt portfolio, ensuring that: all payments are completed in a timely manner, loan accounts are periodically reconciled, payment issues are investigated and resolved, on-going debt covenants are being met, and debt re-financing opportunities are properly identified and executed Manage lender-held escrow accounts, review lender analysis of escrow balances, identify, investigate and resolve issues on a timely basis Monitor Charities reserves to ensure compliance with internal policies and procedures Build and maintain good banking/lender relationships, identify opportunities to better utilize Charities' banking services Perform special projects and other duties as assigned PHYSICAL REQUIREMENTS: Driving or ability to travel between different locations in Santa Clara County Computer use Sitting at desk for extended periods of time The above intends to describe the general nature and level of work being performed by people assigned to this job. It is not intended to include all duties and responsibilities. The order in which duties and responsibilities are listed is not significant. Charities Housing is an equal opportunity employer. Qualified applicants are considered for employment without regard to age, race, color, religion, sex, national origin, sexual orientation, gender identity, disability, or veteran status, or any other classification protected by state or federal law. If you need assistance or a reasonable accommodation during the application process because of a disability, it is available upon request. Charities Housing is pleased to provide such assistance, and no applicant will be penalized as a result of such a request. We are looking to make an immediate hire. This position will remain open until it has been filled. If we receive resumes from qualified candidates, we reserve the right to start the hiring process at any time. Principals only. No calls please. We will only respond to those persons who are deemed qualified at the sole discretion of Charities Housing. For more information about Charities Housing, please visit our website ************************* No relocation benefits will be provided.
    $70-75 hourly 5d ago
  • Head of Treasury Strategies

    Falconx 4.0company rating

    Finance leader job in San Mateo, CA

    FalconX is seeking an experienced and strategic Director of Treasury Strategies to lead and scale its operational, Banking, crypto and optimization functions. This critical leadership role involves ensuring appropriate operational design controls, bank relationship management, risk mitigation across our digital asset and fiat treasury ecosystems. This position liaise with Product, Accounting, Finance Transformation and Trading teams to drive automation of key processes. The ideal candidate will have a passion for innovation and operational excellence, with a strong background in treasury strategy, risk management and design. Significant experience working in institutional crypto, including settlements, wallet management, custody, and liquidity management, is essential. Key Responsibilities: * Treasury Operations Optimization: Assess and implement automation to drive efficiency and accuracy. Ensure assets are segregated (best practice) * Banking Infrastructure: Build and maintain robust relationships with global banking partners and payment providers; negotiate terms and drive expansion of banking rails. * Cash & Liquidity Management: Optimize liquidity across wallets, exchanges, and bank accounts to support business needs while minimizing idle capital. * Control Environment: Develop and enforce operational policies, procedures, and controls in line with best practices and regulatory expectations. * Strategic Initiatives: Partner with cross-functional teams (Product, Compliance, Risk, Engineering) to drive automation and improvements in treasury systems and workflows. Foster innovation in treasury operations by adopting emerging tools, technologies, and market opportunities. * Strategy & Planning: Develop and implement an operating model for treasury operations that balances short-term capabilities and long-term needs. * Risk & Compliance Collaboration: Ensure business operations adhere to internal risk frameworks, audit, and regulatory obligations. * Reporting & Metrics: Provide transparency to executive leadership through dashboards, analytics, and key performance indicators related to treasury operations. * Cash Optimization: Assess and apply investment strategies for cash and digital assets to optimize returns while effectively controlling risk. * Team Leadership: Build, mentor, and lead a high-performing team with a focus on accountability, scalability, and innovation. * Operational Efficiency: Streamline operations by pinpointing inefficiencies and deploying automation tools to enhance precision and minimize manual tasks. Collaborate with technology teams to design and implement integrated, efficient workflows. Qualifications: * 15+ years of financial services experience in investment or banking operations, with at least 5 years in a leadership role, and experience in the digital asset industry managing treasury processes and teams team is preferred. * Deep understanding of cash management, global banking systems, settlement flows, and treasury infrastructure. * Significant professional experience managing digital assets in treasury operations with technical expertise in Crypto and a broad understanding of the cryptocurrency ecosystem. Past experience working within a fintech environment is strongly preferred. * Proven success in managing counterparty relationships (banking, software vendors) and navigating complex financial operations. Previous experience integrating financial systems is strongly preferred. * Excellent analytical, organizational, project, and people management skills. Must be autonomous, detail-oriented, and adept at prioritizing in a fast-paced environment while handling multiple projects simultaneously. * Strong interpersonal and communication abilities, with comfort presenting to executives, cross-functional stakeholders, regulators, auditors, and clients. The base pay for this role is expected to be between $230,000 - $311,000 max for a Director level in the New York City and San Francisco Bay Area. This expected base pay range is based on information at the time this post was generated. This role will also be eligible for other forms of compensation such as a performance linked bonus, equity, and a competitive benefits package. Actual compensation for a successful candidate will be determined based on a number of factors such as location, skillset, experience, qualifications and the level at which the candidate is hired.
    $100k-135k yearly est. Auto-Apply 60d+ 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 Sunnyvale, 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
    $113k-165k yearly est. 3d 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
  • 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 24d ago

Learn more about finance leader jobs

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

The average finance leader in South San Francisco, CA earns between $89,000 and $196,000 annually. This compares to the national average finance leader range of $78,000 to $174,000.

Average finance leader salary in South San Francisco, CA

$133,000

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

The biggest employers of Finance Leaders in South San Francisco, CA are:
  1. EVE
  2. Glydways
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