Finance manager jobs in Mountain View, CA - 2,602 jobs

A leading electrical contractor in California is seeking a Director of FP&A to lead budgeting and financial modeling efforts. The ideal candidate will have over 15 years of experience in Finance/FP&A, with the ability to influence senior leadership and drive strategic financial initiatives. This position offers a competitive salary package and extensive benefits including stock ownership and performance-based bonuses. #J-18808-Ljbffr

About GoodLeap: GoodLeap is a technology company delivering best-in-class financing and software products for sustainable solutions, from solar panels and batteries to energy-efficient HVAC, heat pumps, roofing, windows, and more. Over 1 million homeowners have benefited from our simple, fast, and frictionless technology that makes the adoption of these products more affordable, accessible, and easier to understand. Thousands of professionals deploying home efficiency and solar solutions rely on GoodLeap's proprietary, AI-powered applications and developer tools to drive more transparent customer communication, deeper business intelligence, and streamlined payment and operations. Our platform has led to more than $27 billion in financing for sustainable solutions since 2018. GoodLeap is also proud to support our award-winning nonprofit, GivePower, which is building and deploying life-saving water and clean electricity systems, changing the lives of more than 1.6 million people across Africa, Asia, and South America. The VP, Controller & Finance Transformation is the senior accounting and controllership leader for the company, balancing hands‑on execution with executive-level ownership of accounting outcomes, systems, and scalability to support the company's rapid growth, expanding product offerings, and increasing complexity. This role focuses on building efficient and well-controlled accounting processes, with particular emphasis on optimizing the recently implemented Workday Financial platform. The role oversees Accounting Operations (Cash, A/P, A/R) and Accounting Control (General Ledger), and partners closely with FP&A, Technology, and Product/Business teams to ensure accounting, financial reporting, and control requirements are effectively embedded into systems, workflows, and new product development initiatives. This role is expected to operate with strong controllership fluency and to deliver timely and accurate financial reporting outcomes through leadership and collaboration. This position is designed for a senior accounting leader with demonstrated experience across traditional controllership functions and hands‑on finance transformation delivery. Success in the near‑term will be demonstrated through enhanced automation and scalability, optimization of processes and people, shortening of the monthly close and reporting cycle, and improvement of reporting and analytical tools available to finance and business executives. Essential Job Duties and Responsibilities Accounting Operations, Control & Finance Transformation Provide leadership and functional ownership across the Accounting Control and Accounting Operations teams to optimize and scale transactional accounting workflows, general ledger control, and financial close and reporting processes Lead the post-go‑live stabilization and ongoing optimization of Workday, overseeing and developing the Workday System Administrator as a core resource and business partner Embed accounting logic, controls, and validation rules into systems and data pipelines to reduce manual effort and risk Partner with Technology & Data teams on integrations, data integrity, and change management controls Explore and leverage AI technologies, as they evolve, to enable more efficient and effective processes while maintaining strong oversight and controls Drive adoption of best practices to support long‑term system health and scalability and improve reporting capabilities for finance executives and business partners New Products & Growth Enablement Partner with Product, Engineering, Data and Business teams to support new products, revenue streams, and business models from concept through launch and scale Serve as the accounting representative in cross‑functional growth initiatives to ensure accounting and reporting requirements are embedded early and scale effectively Financial Reporting Oversee external financial reporting, including GAAP financial statements and required regulatory, lender, and investor reporting Support audit readiness and the implementation of new accounting standards, as applicable Leadership & Collaboration Act as a change agent, driving a culture of continuous improvement and innovation across people, processes and technology Develop team members supporting accounting operations, financial reporting, systems, and transformation initiatives Required Skills, Knowledge and Abilities Bachelor's degree in Accounting, Finance or related field CPA license required Experience with ERP implementation/optimization projects Combined Big 4 public accounting and fintech, financial services or other complex regulated industry experience preferred Demonstrated experience in accounting operations and financial close and reporting processes Major hands‑on ERP project experience (design, build and optimization); Workday familiarity is a plus Deep understanding of U.S. GAAP, internal controls and financial reporting requirements Outstanding project & change management skills: Ability to manage priorities, meet deadlines, balance multiple initiatives and projects simultaneously, and motivate stakeholders to collaborate Demonstrated ability to partner effectively with cross‑functional leaders to influence business outcomes beyond the accounting function, as well as externally with auditors and users of financial reports Entrepreneurial mindset: Self‑motivated and eager to identify efficiencies, be hands‑on to implement improvements, and champion change Exceptional organization, keen attention to detail and commitment to accuracy Excellent written communication skills including production of clear and concise process documentation Additional Information Regarding Job Duties and s Job duties include additional responsibilities as assigned by one's supervisor or other managers related to the position/department. This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and other skills required for the position. The Company reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job position or assign additional job responsibilities, subject to applicable law. The Company shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law. Compensation: $260,000 - $310,000 annually + Bonus If you are an extraordinary professional who thrives in a collaborative work culture and values a rewarding career, then we want to work with you! Apply today! #J-18808-Ljbffr

About Us: Notion helps you build beautiful tools for your life's work. In today's world of endless apps and tabs, Notion provides one place for teams to get everything done, seamlessly connecting docs, notes, projects, calendar, and email-with AI built in to find answers and automate work. Millions of users, from individuals to large organizations like Toyota, Figma, and OpenAI, love Notion for its flexibility and choose it because it helps them save time and money. In-person collaboration is essential to Notion's culture. We require all team members to work from our offices on Mondays and Thursdays, our designated Anchor Days. Certain teams or positions may require additional in-office workdays. About The Role: Lead a high-performing Business Partnership (BP) Finance team delivering strategic partnership and financial leadership to business units. Act as the primary finance liaison to department heads and senior leadership, guiding planning, forecasting, and decision-making. Transform financial data into actionable insights that influence go‑to‑market strategies, investment decisions, and profitability improvements. We are a lean team, so your impact will be felt immediately. What You'll Achieve: Provide finance support across GTM, R&D, and G&A expense and headcount management. Lead coordination & improvements of monthly Budget vs Actuals (BvA) reviews and other opportunities to build financial maturity. Elevate finance's strategic voice through a collaborative mindset. Drive improved forecast accuracy, alignment, and collaborative strategic decision making as a part of ad hoc and recurring finance processes including monthly close, reforecasts, planning, long‑range planning, and other critical Expense & Headcount forecasting processes and reporting. 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 and dashboards. Drive deeper Budget vs Actuals understanding and forecast precision via smarter, more data‑driven modeling and tighter cross‑functional partnership, particularly in uncharted, high impact areas. Tackle new & evolving priorities for the team. Conduct ad hoc modeling (e.g. pricing, cost‑benefit, investment cases). Translate data into narratives that guide leadership decisions. Strengthen our operational infrastructure by identifying process improvements. Build automation to take steps out of our recurring motions and reduce margin of error. Coach and mentor talented existing team to develop both technical and partnership capabilities. Grow the team as part of our operational excellence journey. Skills You'll Need to Bring: ~10‑15 years experience in Business Partnership FP&A and other finance roles Proven leadership managing business partnership FP&A teams and executive relationships Ability to translate complex financial data into strategic narratives. Excellent communication: able to articulate financial insights to non‑finance leaders Demonstrate intellectual curiosity, problem‑solving skills, and hunger to continually up‑level current approaches and processes Strong work ethic, reliability, and attention to detail. Willingness to roll up their sleeves with the team - “get it done” attitude Nice to Haves: Experience with a high‑growth SaaS company Experience with Netsuite, Workday, Zip, and planning tools Experience with usage‑based pricing and cost structure 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 $240,000- $280,000 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 #J-18808-Ljbffr

Metropolitan Transportation Commission (MTC) - San Francisco, CA Assistant Director, Budgets and Financial Planning & Analysis Salary: $176,002.11 - $234,498.99 Annually Job Type: Regular/Full-Time Remote Employment: Flexible/Hybrid Equal Opportunity Employer The Metropolitan Transportation Commission is an equal-opportunity, non-discriminatory employer. MTC provides all employees and applicants with an equal opportunity in every aspect of the employment experience regardless of race, color, religion, sex, sexual orientation, gender identity, age, national origin, physical handicap, medical condition or marital status. Applications: The job posting will remain open until a qualified pool of applicants is established and may close at any time. If you are interested, please apply immediately. A resume and cover letter are not required with your application, but highly encouraged. Be ready to rethink your assumptions about the public sector. Dedicated and motivated colleagues? Beautiful, high amenity building for on-site work and collaboration? Flexible schedules and hybrid work options? Yes, yes, and yes! About MTC The Metropolitan Transportation Commission (MTC) is the transportation planning, financing, and coordinating agency for the nine-county San Francisco Bay Area. MTC is the federally designated Metropolitan Planning Organization (MPO) and the state designated Regional Transportation Planning Agency (RTPA) for the nine-county San Francisco Bay Area. For more information about MTC, visit *************** About the Team The Budgets and Financial Planning & Analysis Section is responsible for developing and managing the organization's operating and capital budgets, performing financial analysis, forecasting, and scenario planning, grant administration assistance and support, reporting on financial performance, developing and refining financial plans, policies, and procedures, and supporting effective financial management throughout MTC, ABAG, and affiliated entities. About the Role Under the general direction of the Section Director, the Assistant Director will lead a team of managers and analysts responsible for preparation and strategic planning and monitoring of operating and capital budgets for multiple legally distinct entities. The Assistant Director will assume a critical role in developing and maintaining budget and grant policies and procedures, modernizing the budget process, and performing complex financial analysis in support of effective financial and grants management of MTC, ABAG, and its affiliated entities. The Assistant Director will collaborate closely with all Sections within MTC and funding partners. In conjunction with the Section Director, the Assistant Director leads and manages financial budgeting and planning activities, ensuring financial stability and strategic alignment with organizational goals. Essential Duties & Responsibilities Specific duties and responsibilities include, but are not limited to, the following: Budgets Lead development and management of operating and capital budgets, ensuring accuracy and alignment with agency priorities, strategic focus, vision, mission, and values. Monitor expenditures, identify variances, provide insight and recommendations, and work closely with section and project managers to address financial issues. Lead department budget review meetings. Conduct variance analysis, identify key performance drivers, and provide explanations, insight, and recommendations for budget deviations. Manage staff development, monitor performance, and manage deliverables and work plans. Lead development of staff memos and drafting of resolutions for board and committee approvals. In coordination with the Chief Financial Officer, budget staff, and internal and external stakeholders, lead development of policies and procedures related to budgeting and grant management, provide training to Sections and program staff, lead process improvement initiatives and contribute to change management activities. Establish and maintain strong, collaborative relationships with project and program managers and other Sections. Grant Administration Review and monitor grants, from grant application to project closeout, including grant compliance, reporting requirements, and financial management. Assist in the development of grant policies and procedures. Coordinate grant administration assistance and support activities with other Sections within MTC including financial reporting and operational accounting, Project and Grant Managers, federal, state, and local partners, and other internal and external stakeholders. Financial Planning & Analysis Lead development of financial models and forecast to inform short-term and long-term financial plans. Provide proactive financial insights and recommendations to support decision-making, resource allocation, and performance improvement initiatives. Lead process improvement initiatives seeking to enhance financial planning and analysis processes, streamline reporting, and automate routine tasks. Participate in system requirements gathering, implementation, testing, and user training activities related to budgeting, forecasting, and reporting in and outside of the MTC's enterprise planning management system. Analyze financial data to identify trends and make recommendations for financial optimization. Management Lead staff development, monitor performance, and manage deliverables and work plans. Develop and maintain the Section's work plan. Support implementation of MTC's Enterprise Resource Planning system. Assist with responding to federal, state, and local reviews and audits, as well as internal and external annual audits. Perform other job-related duties as needed or assigned by the Section Director or Section. Qualifications Knowledge of GAAP, GASB, and FASB; governmental fund accounting, budgeting, contract administration, and grant management; federal and state grant rules and regulations including 2 CFR Part 200; and ERP systems. Strong analytical and modeling skills; advanced proficiency in Excel and BI tools; ability to communicate complex financial information clearly. Experience with ERP systems such as SAP, Oracle, NetSuite, Workday, or similar. Minimum Qualifications An appropriate combination of education and experience that has provided the required knowledge, skills and abilities is qualifying. A typical way of obtaining the required qualifications is: Education: Master's degree in accounting, finance, public or business administration, or a related field, including at least 24 semester-hours in accounting. Transcripts from outside the U.S. must be evaluated for equivalency. Experience: Five years of increasingly complex accounting work experience, two years of supervisory responsibility for two or more major accounting functions, including the equivalent of two years as an Accounting Supervisor or Senior Financial Analyst for MTC. Preferred Qualifications Five years of budgeting, financial planning & analysis, and/or accounting experience with two years of supervisory responsibility over budgeting, grant administration, or FPA functions. Experience developing budget and grant management policies and procedures. Experience in financial data analysis, trends, opportunities or risks. Experience in financial modeling, forecasting, scenario planning, and translating data into actionable insights. Experience in identifying, assessing, and mitigating financial risks. Experience reviewing financial statements to assess performance. Experience with ERP and Budget system implementation. Experience with federal and state grant management. Experience working with Boards and Commissions; presenting financial information clearly. Experience with data visualization tools is a plus. Important Information Employment Requirements: Successful completion of a background check, professional references and the Employment Eligibility Verification Form I-9. Disability: Reasonable accommodation available during recruitment; notify HR for interview. Application Assistance: For technical assistance with online application, contact Applicant Support at **************, 8:00 AM - 5:00 PM (PST) Mon-Fri, excluding holidays. All MTC employees are Disaster Service Workers under California Government Code; employees must complete disaster-related training and be ready to return to work in emergencies. #J-18808-Ljbffr

Substack is building a new economic engine for culture, giving the brightest, most interesting and creative people on the internet the power of their own publishing platform. It empowers creators with financial autonomy, ownership and a direct connection to their communities. Substack's model, based on direct subscriptions, has fueled an explosion of independent publishing and is revolutionizing culture. As the Head of Business, Tech & Finance Partnerships, you will be responsible for making Substack the number one destination for Business, Tech & Finance leaders. You will be representing your market both internally and externally to create programs and initiatives that help creators reach new audiences and bring new subscribers into the Substack network. In this role, you'll be a leader on the Partnerships team, overseeing strategy, external relationships, budget and goal execution for your market. The ideal candidate will be an innovative, creative thinker, with a deep interest in supporting creators, shaping culture and deeply connected within the business, tech & finance industries. They'll be a self-starter who is ok with shifting priorities and eager to make an impact in a fast-paced, startup environment - able to both set ambitious strategy and goals and also execute on those goals.. They will be comfortable interfacing with creators, publishers, influencers and industry leaders. They will possess experience managing direct reports, and building and iterating on programs that can eventually scale across markets. This role reports to the Head of Partnerships and is based in San Francisco, CA. Responsibilities: Creator acquisition across multiple creator segments (journalists, business, tech and finance leaders, creators). Earn and keep the trust of key people in business, tech and finance Display market leadership in the business, tech and finance creator economies. Develop strategic programs for the market in service of activating creators and bringing new users to Substack. Be a leader on the Partnerships team, working cross-functionally with the communications, product business operations and leadership teams to build and execute programs for the market, and for the Substack brand. Requirements: Excellent written, verbal, and diplomatic skills, with a sharp attention to detail. Experience managing a team. Comfortable working with data, and using it to measure impact and develop stronger programs A voracious reader and subscriber to Substacks, with a keen sense of the evolving tech and media landscape. The ability to work quickly and effectively while managing several projects under deadline. Strong people skills, with experience working directly with creators 8-10 years of professional experience in publishing, production, business, tech or finance industry Substack's compensation package includes a market competitive salary, equity for all full time roles, and exceptional benefits. Our cash compensation salary range for this role is $175,000 to $225,000/year. Final offer amounts are determined by multiple factors including candidate experience and expertise and may vary from the amounts listed above. Substack is an equal opportunity employer. All applicants will be considered for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation, gender identity or transgender status), age, national origin, veteran or disability status. We're seeking people passionate about enabling independent expression and building a better business model for creators. If you want to see what media, communities, and content can become when unmoored from advertising models, and you have the skills and experience to contribute, we'd love to meet you. Please see our Privacy Notice for details regarding Substack's collection and use of personal information regarding the application and recruitment process by clicking here. #J-18808-Ljbffr

About Collectly Collectly is a fast-growing healthcare tech startup leading the charge in transforming the U.S. healthcare market through AI-driven innovation. In the U.S., millions of patients interact with healthcare providers daily, navigating a system that often struggles with inefficiencies, administrative burdens, and suboptimal financial experiences. At the forefront of the AI boom, Collectly is redefining revenue cycle management (RCM) by applying cutting-edge artificial intelligence to automate workflows, streamline billing processes, and create seamless financial experiences. Our solutions are designed to tackle some of the biggest challenges in healthcare: accelerating cash flow, reducing administrative overhead, and elevating the patient experience during critical non-clinical touchpoints. By simplifying billing for providers and elevating the patient financial experience, Collectly empowers healthcare organizations to thrive in a rapidly evolving healthcare landscape. We empower healthcare providers to focus on what matters most-delivering care. The Opportunity Join us to build and scale the accounting foundation for a modern B2B SaaS business during the growth phase. This is a true builder role for someone who combines public accounting rigor with the judgment and creativity needed to design modern, scalable systems in a high-growth environment. Please note: This role is hybrid - candidates located in the San Francisco Bay Area only will be considered. What You'll Do Direct the entire accounting cycle: Oversee the general ledger, receivables/payables, payroll, revenue accounting, and the preparation of financial reports. Construct and deploy scalable infrastructure as the organization migrates from external bookkeeping to internal operations (invoicing, expense management, reporting tools, etc.). Manage the month-end closing process to ensure the delivery of prompt, audit-compliant financial results. Utilize automation processes to enhance operational velocity, precision, and data insights. Collaborate with the executive team on performance metrics, budget planning, financial projections, and stakeholder reporting. Oversee external audits, tax filings, and regulatory compliance requirements. Implement robust internal policies and controls in accordance with US GAAP standards. Who You Are 5+ years of progressive accounting experience Background in B2B SaaS startups (Series A, B & C) Experience in high-growth, venture-backed companies Deep knowledge of US GAAP and ASC 606 Familiarity with B2B SaaS business models Systems-oriented mindset with interest in automation and AI High ownership, strong judgment, and comfort working closely with leadership Compensation: $150,000 - $180,000 per year Why You'll Love It Here Unlimited PTO: We believe in work-life balance and encourage you to recharge when you need it. Comprehensive Health Coverage: Fully paid medical, dental, and vision insurance for you and your dependents, because your well-being matters to us. Equity Opportunities: Share in our success with stock options - your hard work will drive our growth. Retirement Planning Made Easy: Enjoy a 401(k) with a generous company match to secure your future. Student Loan Support: We help lighten the load with contributions toward your student loans. #J-18808-Ljbffr

# Assistant Director, Budgets and Financial Planning & AnalysisSan Francisco, CAFull-Time# Assistant Director, Budgets and Financial Planning & AnalysisSan Francisco, CAFull-TimeDec 27, 2025Administrative and Clerical**THIS JOB POSTING WILL REMAIN OPEN UNTIL A QUALIFIED POOL OF APPLICANTS IS ESTABLISHED AND MAY CLOSE AT ANYTIME****IF YOU ARE INTERESTED, PLEASE APPLY IMMEDIATELY***A**resume**and**cover**letter**are**not**required**with**your**application,**but**highly**encouraged.**Be ready to rethink your assumptions about the public sector.**Beautiful, high**amenity**building* **ABOUT MTC** The Metropolitan Transportation Commission (MTC) is the transportation planning, financing, and coordinating agency for the nine-county San Francisco Bay Area. MTC is the federally designated Metropolitan Planning Organization (MPO) and the state designated Regional Transportation Planning Agency (RTPA) for the nine-county San Francisco Bay Area. For more information about MTC, visit . **ABOUT THE TEAM**The Budgets and Financial Planning & Analysis Section is responsible for developing and managing the organization's operating and capital budgets, performing financial analysis, forecasting, and scenario planning, grant administration assistance and support, reporting on financial performance, developing and refining financial plans, policies, and procedures, and supporting effective financial management throughout the Metropolitan Transportation Commission (MTC), the Association of Bay Area Governments (ABAG), and affiliated entities.**ABOUT THE ROLE** Under the general direction of the Section Director, the Assistant Director will lead a team of managers and analysts responsible for preparation and strategic planning and monitoring of operating and capital budgets for multiple legally distinct entities. The Assistant Director will assume a critical role in developing and maintaining budget and grant policies and procedures, modernizing the budget process, and performing complex financial analysis in support of effective financial and grants management of MTC, ABAG, and its affiliated entities.The Assistant Director will collaborate closely with all Sections within MTC and funding partners. In conjunction with the Section Director, the Assistant Director leads and manages financial budgeting and planning activities, ensuring financial stability and strategic alignment with organizational goals. Specific duties and responsibilities include, but are not limited to, the following:**Budgets*** Lead development and management of operating and capital budgets, ensuring accuracy and alignment with agency priorities, strategic focus, vision, mission, and values.* Monitor expenditures, identify variances, provide insight and recommendations, and work closely with section and project managers to address financial issues.* Lead department budget review meetings.* Conduct variance analysis, identify key performance drivers, and provide explanations, insight, and recommendations for budget deviations.* Manage staff development, monitor performance, and manage deliverables and work plans.* Lead development of staff memos and drafting of resolutions for board and committee approvals.* In coordination with the Chief Financial Officer, budget staff, and internal and external stakeholders, lead development of policies and procedures related to budgeting and grant management, provide training to Sections and program staff, lead process improvement initiatives and contribute to change management activities.* Establish and maintain strong, collaborative relationships with project and program managers and other Sections.**Grant Administration*** Review and monitor grants, from grant application to project closeout, including grant compliance, reporting requirements, and financial management.* Assist in the development of grant policies and procedures.* Coordinate grant administration assistance and support activities with other Sections within MTC including financial reporting and operational accounting, Project and Grant Managers, federal, state, and local partners, and other internal and external stakeholders.**Financial Planning & Analysis*** Lead development of financial models and forecast to inform short-term and long-term financial plans.* Provide proactive financial insights and recommendations to support decision-making, resource allocation, and performance improvement initiatives.* Lead process improvement initiatives seeking to enhance financial planning and analysis processes, streamline reporting, and automate routine tasks.* Participate in system requirements gathering, implementation, testing, and user training activities related to budgeting, forecasting, and reporting in and outside of the MTC's enterprise planning management system.* Analyze financial data to identify trends and make recommendations for financial optimization.**Management*** Lead staff development, monitor performance, and manage deliverables and work plans.* Develop and maintain the Section's work plan.* Support implementation of MTC's Enterprise Resource Planning system.* Assist with responding to federal, state, and local reviews and audits, as well as internal and external annual audits.* Perform other job-related duties as needed or assigned by the Section Director or Section. **KNOWLEDGE, SKILLS, AND ABILITIES**The ideal candidate will have the following knowledge, skills, and abilities:**Knowledge of****:*** Generally Accepted Accounting Principles (GAAP), Governmental Accounting Standards Board (GASB), and Financial Accounting Standards Board (FASB).* Advanced knowledge of principles and best practices of governmental fund accounting, budgeting, contract administration, and grant management.* Federal and state grant rules and regulations and reporting requirements including OMB super Circular 2CFR Part 200 (Uniform Administrative Requirements, Cost Principles, and Audit requirements for Federal Awards).* Advanced proficiency in financial modeling and analysis tools (e.g., Excel, database management, data visualization software).* Function, capability, application and operation of cloud-based financial accounting and budgeting systems.* Applicable federal, state, and local laws, codes and regulations.* Principles and best practices of staff development and management.* Enterprise Resource Planning (ERP) systems such as SAP, Oracle, NetSuite, Workday, or other similar applications.**Skills and Abilities*** Excellent analytical and problem-solving skills with keen attention to detail.* Exceptional quantitative and analytical abilities to interpret complex financial data.* Proficiency in advanced Excel, financial analysis software, and Business Intelligence (BI) tools.* Ability to use resources to identify problems, solve, act decisively, and show good judgement in decision making.* Proven ability to work collaboratively in cross-functional teams and manage multiple priorities in a fast-paced environment.* Strong communication and presentation skills, with the ability to convey complex financial information to stakeholders at various levels.* Ability to motivate, manage, and train both direct reports and peers.* Ability to manage multiple projects and deadlines simultaneously. **MINIMUM QUALIFICATIONS**An appropriate combination of education and experience that has provided the required knowledge, skills and abilities is qualifying. A typical way of obtaining the required qualifications is: **Education:**A Master's degree in accounting, finance, public or business administration, or a related field, including a minimum of 24 semester-hours in accounting. *Applicants with a degree issued from an institution outside the United States must have their transcripts evaluated by an academic accrediting service and provide proof of equivalency along with their application.* **Experience**:Five #J-18808-Ljbffr

A leading AI company is seeking a Manager, Technical Accounting and Reporting in San Francisco. This role involves analyzing complex transactions per U.S. GAAP, developing accounting policies, and collaborating with stakeholders. Ideal candidates will have a CPA, a bachelor's degree in accounting, and extensive experience in public accounting. Competitive salary range is $134,400 - $168,000, along with comprehensive benefits including health coverage and PTO. #J-18808-Ljbffr

Receives assignments in the form of objectives and determines how to use resources to meet schedules and goals. Manages, prepares, administers, and directs control of budget / organization resources. Manages the activities of the financial / resource analyst staff. Reviews and approves recommendations for financial planning and control. Monitors division and department adherence to approved budget. Provides guidance to subordinates to achieve goals in accordance with established policies. Work is reviewed and measured based on meeting objectives and schedules. Follows processes and operational policies in selecting methods and techniques for obtaining solutions. Erroneous decisions or failure to achieve goals results in additional costs and personnel, and serious delays in overall schedules. The final salary and offer components are subject to additional approvals based on UC policy. Your placement within the salary range is dependent on a number of factors including your work experience and internal equity within this position classification at UCSF. For positions that are represented by a labor union, placement within the salary range will be guided by the rules in the collective bargaining agreement. The salary range for this position is $110,400 - $235,400(Annual Rate). To learn more about the benefits of working at UCSF, including total compensation, please visit: https://ucnet.universityofcalifornia.edu/compensation-and-benefits/index.html #J-18808-Ljbffr

Manager - Controllership Operations Accounting Available Locations: IN Bengaluru About Us At Cloudflare, we are on a mission to help build a better Internet. Today the company runs one of the world's largest networks that powers millions of websites and other Internet properties for customers ranging from individual bloggers to SMBs to Fortune 500 companies. Cloudflare protects and accelerates any Internet application online without adding hardware, installing software, or changing a line of code. Internet properties powered by Cloudflare all have web traffic routed through its intelligent global network, which gets smarter with every request. As a result, they see significant improvement in performance and a decrease in spam and other attacks. Cloudflare was named to Entrepreneur Magazine's Top Company Cultures list and ranked among the World's Most Innovative Companies by Fast Company. We realize people do not fit into neat boxes. We are looking for curious and empathetic individuals who are committed to developing themselves and learning new skills, and we are ready to help you do that. We cannot complete our mission without building a diverse and inclusive team. We hire the best people based on an evaluation of their potential and support them throughout their time at Cloudflare. Come join us! About the role The Manager, Operations Accounting - India, is a vital leadership role responsible for the day-to-day execution, supervision, and efficiency of the global Accounts Payable (AP) and Employee Expense workforce. This is a critical operational role where you will directly influence the quality, speed, and accuracy of our core finance processes. You will serve as the primary on-the-ground manager, ensuring the India-based team maintains high performance (SLAs), resolves issues efficiently, and provides necessary support to our global vendors and employees in similar time zones. Working closely with the US-based Director, Managers and Supervisors, you will translate global process standards into effective local practice, supervise weekly and month-end closing tasks, and ensure the team is prepared to support ongoing global projects and process improvement initiatives. What you'll do: Execution, Support, and Quality Control Workforce Management & Team Leadership: Provide direct supervision and mentorship to the India-based AP and Employee Expense teams, fostering a culture of high performance, accountability, and continuous improvement within the contracted workforce model. Operational Supervision & SLA Maintenance: Oversee daily AP and expense processing, ensuring all service level agreements (SLAs) for invoice processing, payment runs, and employee reimbursements are consistently met or exceeded. Issue Resolution and Vendor Support: Act as the primary management escalation point for complex transaction issues, payment inquiries, and vendor relationship support, leveraging local time zone advantages for rapid issue closure. Weekly & Month-End Execution: Review and supervise the timely and accurate completion of weekly payment processes and critical month-end closing tasks, ensuring the team's output meets global accounting standards. Process Improvement & Project Support: Partner with the US-based team to support ongoing finance transformation projects (including the ERP implementation) and process improvement initiatives by: Assisting in unit and user acceptance testing (UAT). Driving internal change management within the local team. Validating data migration and process efficiency post-implementation. Compliance & Control Execution: Ensure the local team adheres strictly to the defined Procure-to-Pay internal controls, maintaining effective documentation and evidence to support robust SOX compliance and external audit requirements. Cash Flow and Reporting Support: Assist the US team by providing necessary data and commentary related to AP cash flow forecasting and supporting financial analysis for AP-related general ledger account movements. Examples of desirable skills, knowledge and experience Technical Expertise: Public accounting audit experience in a managerial role required; Big 4 firm strongly preferred. Certification: CPA, or international equivalent, is required. Experience: 5+ years of progressive experience in an accounting or auditing role is required. Problem Solving: Demonstrated ability to make sound decisions and manage multiple high-priority deliverables and workstreams simultaneously in a fast-paced environment. Team Leadership & Communication: Exceptional leadership skills with the ability to manage performance, train junior staff, and communicate complex issues clearly across different cultures and time zones. Detail Orientation: Strong attention to detail and problem-solving skills, with a track record of proactively identifying and resolving operational bottlenecks. Project Management: Proven ability to lead, organize, and manage projects from inception to completion that require coordinated efforts across multiple functional areas (Accounting, Tax, FP&A, Treasury, Legal, Operations). Communication: Excellent verbal and written communication skills; must be comfortable connecting and communicating with individuals at all levels of the organization. Control Environment: Strong knowledge of SOX requirements, including the ability to assess, develop, and implement internal controls. Mindset: Proactive and creative approach, strong analytical skills, and ability to navigate ambiguous situations, bringing options and providing clear recommendations. Education: Bachelor's Degree in accounting or related field. Systems Proficiency: Proficient in Word, Excel, and PowerPoint. What Makes Cloudflare Special? Cloudflare is dedicated to protecting the free and open Internet. Projects such as Project Galileo and Project Athenian provide powerful tools and critical protection for journalists, civil society groups, and local governments. Our 1.1.1.1 public DNS resolver enhances privacy and security for all users. We also partner with organizations to create meaningful employment opportunities and support the community. Sound like something you'd like to be a part of? We'd love to hear from you! This position may require access to information protected under U.S. export control laws, including the U.S. Export Administration Regulations. Any offer of employment may be conditioned on your authorization to receive software or technology controlled under these U.S. export laws without sponsorship for an export license. Cloudflare is proud to be an equal‑opportunity employer. We are committed to providing equal employment opportunities for all people and place great value in both diversity and inclusiveness. All qualified applicants will be considered for employment without regard to their, or any other person's, perceived or actual race, color, religion, sex, gender, gender identity, gender expression, sexual orientation, national origin, ancestry, citizenship, age, physical or mental disability, medical condition, family care status, or any other basis protected by law. We are an AA/Veterans/Disabled Employer. Cloudflare provides reasonable accommodations to qualified individuals with disabilities. Please let us know if you require a reasonable accommodation to apply for a job. #J-18808-Ljbffr

About Behring Capital Behring Capital is a vertically integrated real estate private equity firm, pioneering a bold vision for how urban mixed-use ecosystems are built, financed, and operated. As we scale, we're assembling a high-performance team that blends analytical rigor with entrepreneurial grit. We move fast, underwrite deeply, and expect our analysts to be the tip of the spear in capitalizing on opportunities across the capital stack. About the Role We're hiring an additional Senior Financial Analysts who can fully and independently underwrite complex multifamily, office, retail or other real estate deals-whether pre-acquisition, stabilized, or already in motion. This is not a plug-numbers-into-a-template position. You'll be expected to investigate, synthesize, and model deals with incomplete information, tight timelines, and direct exposure to C-level decision-making. You will collect raw inputs-ranging from Yardi data feeds and loan agreements to construction budgets and JV documents-and transform them into institutional-grade models, insights, and recommendations. This role requires flawless modeling skills, high situational awareness, and the ability to reverse-engineer the financial story of any asset. If you've ever rebuilt a model from scratch because the last one was flawed, or found the story no one else could see, we want you. Key Responsibilities Deal Underwriting & Financial Modeling - Develop fully custom DCF models for ground-up developments, acquisitions, recapitalizations, and operational businesses (coworking, carshare, etc.). - Accurately forecast capital stacks, returns (IRR, equity multiple), preferred equity, waterfalls, and lender/investor participation. - Dissect and interpret legal agreements (LLCs, loan docs, management agreements, leases) and translate them into financial mechanics. - Incorporate scenario analysis, stress testing, and probabilistic modeling for downside protection and contingency planning. - Present complex models and recommendations clearly to executives, partners, and lenders. Operational & Forensic Analysis - Reverse-engineer cash flows and operations of existing assets using data from Yardi, bank statements, and internal systems. - Identify gaps in historical financials, normalize data, and triangulate performance metrics even when the reporting is incomplete or outdated. - Reconcile job cost reports, construction budgets, and draw schedules to provide clean capital tracking and funding forecasts. - Drive underwriting assumptions based on real-world data, contractor/project manager feedback, comps, and sensitivity logic. Construction Draws, Compliance, and Reporting - Manage full-cycle lender draw process: prepare packages, coordinate supporting documentation, and track disbursements. - Align capital budgets with lender and investor reporting schedules and manage compliance timelines and deliverables. - Generate cash flow forecasts, funding waterfalls, and investor return summaries on a rolling basis. - Collaborate directly with general contractors, construction managers, lenders, and accountants to maintain capital accuracy. Strategic Collaboration & Execution - Work directly with the CEO and Managing Director to model new ventures, JV partnerships, and capital raises. - Support capital markets, debt placement, and investor relations through model-driven narratives and deal collateral. - Interface with external partners, auditors, and capital providers with confidence and precision. - Help systematize and elevate Behring's internal underwriting playbook and modeling standards. Ideal Candidate Profile - 5-10+ years of experience in real estate private equity, development, or investment banking with a real estate focus. - Proven track record of building institutional-quality financial models from scratch. - Experience with large-scale mixed-use, multifamily, or complex operational real estate (100,000-1,000,000+ SF projects). - Highly proficient in Excel, with working knowledge of Argus, Yardi, and data integrations. - Strong ability to read and interpret financial statements, deal documentation, and debt structures. - Able to manage ambiguity, prioritize ruthlessly, and operate with urgency and precision. - Hungry, humble, and battle-tested in high-stakes underwriting and deal execution. Application Requirement All applicants must submit a financial model they built independently. The model must demonstrate: Discounted Cash Flow logic and KPI tracking Construction and job cost integration Equity/debt structuring and waterfall mechanics Revenue assumptions and operational modeling (if applicable) Why Join Behring Capital Operate at the center of a vertically integrated firm managing billions in real estate value. Gain executive-level exposure and take ownership of deals from end to end. Join a high-performance team building a world-class real estate platform. Contribute to innovative developments and capital solutions reshaping the urban landscape.

A healthcare consulting firm is seeking a Controller for a not-for-profit hospital in California. This role involves overseeing accounting operations and financial reporting, ensuring compliance with healthcare standards, and collaborating with executive leadership. Ideal candidates will possess a Bachelor's degree in Accounting or Finance, with strong healthcare accounting experience preferred. A competitive compensation package and benefits are offered. #J-18808-Ljbffr

Crusoe's mission is to accelerate the abundance of energy and intelligence. We're crafting the engine that powers a world where people can create ambitiously with AI - without sacrificing scale, speed, or sustainability. Be a part of the AI revolution with sustainable technology at Crusoe. Here, you'll drive meaningful innovation, make a tangible impact, and join a team that's setting the pace for responsible, transformative cloud infrastructure. About the Role The Analyst, Corporate Development and M&A will play a critical role in supporting Crusoe's inorganic growth strategy across its core sectors: Power, Industrial Process and Manufacturing, Real Estate and Software. This highly visible position will be deeply involved in all phases of mergers & acquisitions (M&A), strategic investments, and structuring strategic partnerships. The ideal candidate is a high-performing professional with robust financial expertise and transaction experience. The role will report directly to the SVP of Strategic Finance and Corporate Development. This role will be required to be based in San Francisco, CA or New York, NY. What You'll Be Working On Mergers & Acquisitions (M&A) and Divestitures Market Mapping and Origination: candidate will work across the organization's business units and functions in order to identify acquisition targets from a sector-first perspective. This includes creating and maintaining market maps, thematic research projects and direct outreach to targets. Transaction Execution: Support the end-to-end M&A process, including target identification, strategic rationale development, due diligence, valuation, negotiation, and closing. Financial Modeling & Valuation: Build and maintain complex financial models (Valuation and merger model, Accretion/Dilution analyses, and precedent transaction analyses) to evaluate potential acquisition Due Diligence: Coordinate and manage cross-functional due diligence teams (Legal, Finance, Operations, etc.), synthesizing key findings and developing risk mitigation strategies. Work closely with third-party providers. Market Analysis: Conduct industry and competitive landscape analysis within the Industrials, Energy, and Real Estate sectors to identify strategic market gaps and attractive investment opportunities. Prepare and present on transaction rationale to Executive Leadership team (possibly the Board of Directors) Strategic Investments & Partnerships Sourcing and Evaluation: Evaluate strategic investment and partnership opportunities that align with the company's long-term growth objectives. Deal Structuring: Assist in the structuring and negotiation of terms for joint ventures, strategic alliances, and minority investments. Business Case Development: Create compelling investment memorandums and presentations for Senior Leadership and the Board of Directors, outlining strategic fit, financial implications, and execution plans. General Corporate Development Pipeline Management: Help manage and maintain a robust pipeline of potential M&A and investment targets. Commercial-facing Activities: attend conferences and travel to various industry events in order to aid in origination and market intelligence Reporting: Prepare detailed analytical reports and presentations on key market trends, portfolio performance, and deal progress for internal stakeholders. Cross-Functional Collaboration: Partner closely with internal business unit leaders to assess strategic needs and integration plans. What You'll Bring to the Team 1-3+ years of experience in Investment Banking (Analyst or Associate level), Corporate Development, Private Equity, or Transaction Advisory Services. Direct experience working on M&A transactions taking a core role in structuring and modeling various scenarios and preparing transaction screening memos Strong coverage experience or deep sector knowledge within Industrials, Energy, and/or Real Estate is highly preferred. Exceptional financial modeling and valuation skills, with an advanced proficiency in Microsoft Excel and PowerPoint. Outstanding analytical and problem-solving abilities, capable of translating complex financial and strategic analysis into clear, concise, and actionable recommendations. Excellent written and verbal communication skills, comfortable presenting to senior executives and external partners. High degree of professionalism, intellectual curiosity, and ability to manage multiple projects and work effectively under tight deadlines. A proactive, self-starter mentality with the ability to work independently while being a strong team player. Bachelor's degree in Finance, Economics, Accounting, or a related quantitative field. Benefits Industry competitive pay Restricted Stock Units in a fast growing, well-funded technology company Health insurance package options that include HDHP and PPO, vision, and dental for you and your dependents Employer contributions to HSA accounts Paid Parental Leave Paid life insurance, short-term and long-term disability Teladoc 401(k) with a 100% match up to 4% of salary Generous paid time off and holiday schedule Cell phone reimbursement Tuition reimbursement Subscription to the Calm app MetLife Legal Company paid commuter benefit; $300/month Compensation Range Compensation will be paid in the range of up to $100,000-$140,0000 + Bonus. Restricted Stock Units are included in all offers. Compensation to be determined by the applicants knowledge, education, and abilities, as well as internal equity and alignment with market data. Crusoe is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, disability, genetic information, pregnancy, citizenship, marital status, sex/gender, sexual preference/ orientation, gender identity, age, veteran status, national origin, or any other status protected by law or regulation. #J-18808-Ljbffr

A dynamic technology firm is seeking a Director of Sales Finance to partner closely with the Chief Revenue Officer. This high-impact role involves driving financial planning, management, and strategic insights to enhance sales performance. The ideal candidate will possess a Bachelor's degree in Finance and significant experience in finance, especially related to sales compensation plans. The position offers a competitive salary range, hybrid work options, and comprehensive benefits. #J-18808-Ljbffr

A growing tech company in Santa Clara is looking for a dynamic Director of Finance with 10-15 years of experience, particularly in high-tech start-ups. This leadership role involves overseeing financial operations, including strategy development, compliance, and mentoring a finance team. The ideal candidate should possess a strong background in accounting and financial planning, demonstrating leadership and operational excellence. This position offers a competitive salary, opportunities for growth, and the chance to make a substantial impact on company strategy and success. #J-18808-Ljbffr

A financial services organization is seeking a Treasury Manager in San Jose, CA. The role involves managing significant cash and investment portfolios, optimizing interest income, and supporting global payments through foreign exchange management. The ideal candidate should have 7-10 years of experience in treasury or capital markets, a relevant bachelor's degree, and strong analytical skills. This full-time position requires onsite work, and local candidates are preferred. #J-18808-Ljbffr

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 3-6 years experience in FP&A, accounting, investment banking, consulting, treasury, or private equity Experience with financial modeling and analytical mindset 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 Working knowledge of SQL 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. #J-18808-Ljbffr

Company: We are seeking an experienced Cost Manager to support one of the most iconic and technically complex infrastructure projects in the United States. Based in Sausalito, the Cost Manager will be responsible for overseeing cost control, forecasting, budgeting, and financial reporting throughout the project lifecycle, ensuring financial performance aligns with contractual and organizational objectives. Key Responsibilities Develop, maintain, and manage detailed project budgets, cost plans, and cash flow forecasts Monitor project expenditures, commitments, and earned value against approved budgets Prepare and analyze cost reports, variance analyses, and financial dashboards for internal and client reporting Manage change orders, claims, and cost impacts in coordination with project controls, engineering, and construction teams Support procurement and subcontractor cost management, including bid evaluations and payment reviews Ensure compliance with contract requirements, owner reporting standards, and internal cost control procedures Participate in project meetings to provide cost insights, risk assessments, and mitigation strategies Assist in audits, financial reviews, and closeout activities Collaborate closely with scheduling, risk, and project management teams to align cost and schedule data Qualifications Bachelor's degree in Construction Management, Engineering, Finance, Quantity Surveying, or a related field 8+ years of experience in cost management or project controls on large-scale infrastructure or heavy civil projects Proven experience managing costs on complex, multi-year public works projects (bridge or retrofit experience strongly preferred) Strong understanding of cost forecasting, earned value management, and change management Proficiency with project controls and cost management software (e.g., Primavera, EcoSys, SAP, or similar) Excellent analytical, communication, and stakeholder management skills Ability to work onsite in Sausalito and collaborate with multidisciplinary teams Preferred Qualifications Experience working on seismic retrofit, bridge, or transportation infrastructure projects Familiarity with public agency reporting requirements and alternative delivery methods Professional certifications such as CCM, PMP, or MRICS

Treasury Manager San Jose, CA (Onsite) | Full-Time | Mid-Senior Level | 1 Opening Financial Services Industry | Local Candidates Only | No Relocation Assistance | No Visa Sponsorship A fast-growing financial services organization is seeking an experienced Treasury Manager to support Corporate Capital Markets and Treasury operations. This high-visibility role is responsible for managing significant cash and investment portfolios, optimizing interest income, and supporting global payments products through strategic foreign exchange management. The ideal candidate brings strong fintech or payments experience, deep expertise in treasury operations and capital markets, and the ability to partner cross-functionally with Product, Engineering, and external financial partners. Position Overview The Treasury Manager plays a critical role in managing corporate and customer funds portfolios, overseeing FX execution, and supporting financial planning related to net interest income. This role requires strong analytical capabilities, hands‑on treasury execution experience, and the ability to translate complex market and regulatory requirements into scalable operational and product solutions. Key Responsibilities Capital Markets & Investment Management Lead management of corporate investment portfolios and FBO (For Benefit Of) customer funds, ensuring liquidity, risk, and policy compliance. Oversee foreign exchange execution to support global and cross-border payment products. Monitor interest rate environments, credit exposures, and global capital markets to inform investment strategy. Ensure compliance with internal investment policies, regulatory requirements, and debt covenants. Financial Planning & Forecasting Build and maintain forecasting models for float balances, interest income, and related expenses. Analyze portfolio performance and yield optimization opportunities. Support annual planning and quarterly forecasting related to net interest income (NII). Cross-Functional & Product Support Serve as the primary Treasury partner to Product and Engineering teams. Provide capital markets and FX expertise for new product development and launches. Translate regulatory and market requirements into operational workflows and product features. Drive automation, AI, and analytics initiatives to improve treasury scalability and efficiency. Treasury Operations & Risk Management Manage banking and investment partner relationships and monitor counterparty risk. Oversee daily cash positioning for corporate and customer funds. Develop and enhance treasury policies, procedures, and controls. Support treasury operations, banking initiatives, and ad-hoc reporting as needed. Requirements Required Qualifications Bachelor's degree in Finance, Accounting, Economics, or a related field. 7-10 years of progressive experience in Corporate Treasury, Finance, or Capital Markets. Experience managing large, complex investment portfolios (corporate and customer funds). Proven expertise in interest income forecasting, float analysis, and yield optimization. Hands‑on experience with foreign exchange (FX) trading and risk management for commercial or payments use cases. Strong understanding of investment compliance, regulatory requirements, and corporate covenants. Exceptional financial modeling and analytical skills. Preferred Qualifications MBA, CFA, or CTP certification. Experience in FinTech, payments, or technology‑driven financial services environments. Experience implementing Treasury Management Systems (TMS). Exposure to automation, AI, or machine learning applications within treasury operations. #J-18808-Ljbffr