Finance planner jobs in Redwood City, CA

Blacklock Group are partnered with an elite boutique who are looking to add an associate to their M&A group. The group are particularly strong in the healthcare and tech spaces. Candidates with strong sell-side M&A reps are sought after for this opportunity. 175k - 225k base salary, with a competitive bonus.

Job Title: SAP FICO Techno-Functional Consultant Clearance Requirement: U.S. Citizen or Green Card Holder Employment Type: Contract Job SummaryLooking for Strong S/4 Hana FI resource with implementation exp. who must have worked with any Tier 1 companies (like Deloitte, Accenture, EnY etc),ready to work from PayPal SanJose office. Job details : • Minimum 8+ years of work experience in SAP FICO, including enhancement and support projects • Exposure to S/4HANA Simple finance and Migration process • Experience in implementation minimum of 2 projects • Profound understanding of Digital transformation and its impact on SAP • Exposure in New General ledger, Payables, receivables, Asset accounting, controlling and Integration with other modules • Extensive knowledge in Financial accounting and closing operations • Experience with working in custom developments and interfaces. • Strong knowledge in Business processes and best practices

Are you a senior SAP Finance leader ready to shape the future of enterprise transformation? We're seeking an expert with deep S/4HANA experience to drive innovative finance solutions across a wide range of business processes. In this role, you'll lead end-to-end design, guide fit-gap discussions, influence digital transformation strategies, and help build modern, scalable Finance capabilities. You'll work across key areas like Central Finance, Universal Journal, Asset Accounting, Banking, AP/AR, Controlling, and more-bringing your experience from multiple implementations, custom developments, and complex integrations (including BTP and CPI). If you thrive in challenging environments where your expertise directly impacts business outcomes, this role offers the opportunity to lead with vision and deliver meaningful change. Ready to make a major impact? Let's talk.

**Please only apply if you are currently a Bay Area resident** Title: SAP Controlling (CO) Consultant Job Type: Contract - W2 Contract Length: 6+ Months About the Opportunity: Our client, a leader in the Autonomous Technology industry, is looking for a skilled SAP Controlling (CO) Consultant to join their team for a 6+ month engagement. This project involves designing, configuring, and implementing SAP CO solutions (focusing on Product Costing and CO-PA) to optimize controlling processes within a rapidly scaling manufacturing and automotive environment. This is a high-impact role that requires a self-motivated professional who can hit the ground running and deliver results quickly. Key Responsibilities & Deliverables: This role is focused on the successful completion of specific tasks and deliverables. Your responsibilities will include: Design and Implement CO: Lead the design, configuration, and implementation of core SAP CO modules, including Product Costing (Standard & Actual), Material Ledger, and Profitability Analysis (CO-PA). Integration & Process Optimization: Ensure seamless integration across SAP modules (FI, MM, SD, PP) and drive process optimization in areas like costing runs and variance analysis for automotive operations. Stakeholder Collaboration: Collaborate with finance, manufacturing, and supply chain teams to gather requirements, analyze processes, and deliver tailored SAP CO solutions. Functional Specifications: Conduct workshops, prepare functional specifications, and guide ABAP/technical teams during the development life cycle. Testing and Support: Perform system testing, support UAT, and act as a Subject Matter Expert (SME) for CO in post-go-live stabilization and new S/4HANA innovations. Required Skills & Experience: We are looking for someone with a proven track record of successful contract engagements. The ideal candidate will have: 7+ years of SAP CO functional experience with strong manufacturing domain knowledge. Deep expertise in Product Costing, Material Ledger, and CO-PA in manufacturing/automotive industries, along with a solid knowledge of S/4HANA Finance/CO. This isn't a learning role-you need to be a subject matter expert. Demonstrated ability to work autonomously and manage your own time effectively to meet project goals. Experience with at least 2 full-cycle SAP implementations, strong FI integration knowledge, and exposure to automotive costing models. Strong communication skills to provide clear and concise status updates to the project team, coupled with excellent problem-solving and stakeholder management skills.

Job Title: Finance Analyst Duration: 4 months (Temp to perm - Looking to fill a perm role) Pay rate : $31 - $33/hr. on w2 Shift : M-F 8-5 As a Finance Analyst, you will apply basic cash and accrual accounting fundamentals to prepare, evaluate, maintain, and deliver complete and accurate financial reports for a portfolio of clients and properties. Resource's typical working day: Junior role Managing on a bi weekly basis AP packages for the client Approval for invoices, coding on those invoices in the system Lease administration CAM reconciliations- annually occurs in Jan for the previous year- goes from Jan to June After that a little more project based Must Have Skills: Strong finance and accounting, reconciliation skills Very good demeanor Professional appearance Professional communication Excel Working with large data sets Looking for someone enthusiastic Need to be able to work independently Intermediate math skills and problem solving skills Nice to have skills: Any kind of lease administration experience Years of Experience: Pretty junior role Preference would be year or 2 of experience Education: Prefer bachelor's degree Software skills: Excel Interview Process: Virtual interviews with team, final onsite

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

The Opportunity: BYREDO is seeking a Mandarin speaking part-time client advisor to drives sales & service by providing an exceptional client experience, engage in clienteling, and assist with the operations of the store. Service client's needs with respect through storytelling & product knowledge while collaborating with team members and supporting management in operational duties. What you'll get to do: SALES Is constantly up-to-date regarding market trends, knows and monitors competition. Manages sales and optimizes each step of the sales process: Has perfectly adopted the Byredo client experience and selling ceremony. Welcomes and recognizes regular customers Knows the customer's needs, both expressed and hidden and places the client at the center o Presents and adds value to the product range Describes and recommends product offer. Checks customer requirements while the product is being tried and responds to any further requests Promotes cross selling and additional sales, is driven to exceed KPI objectives ensuring the highest quality of sales and client experience Ensures customer loyalty by collecting the customer's information through the appropriate tools o Accompanies the customer to the cash counter, prepares the packaging and manages the payment. Participates in regular store meetings and contributes to the retail action plan. CUSTOMER MANAGEMENT AND CRM Capture customer data into the company's CRM tool with the purpose of connecting to the client, maintaining and developing the relationship offering a personalized approach. Knows how to create and consult the customer's profile, uses the CRM tool in order to connect with clients and build a long-term relationship. Manages his/her customers' portfolio through one-to-one clienteling activities, either proactively or following the company's push campaigns exclusively through the Byredo clienteling application § Ensures that the after-sale service is carried out with the same spirit as the sale, following company standards in maintaining customer satisfaction and loyalty in order to promote the Brand image. Takes full advantage of all contacts with customers in the Store to promote both the Brand and the Product. Conveys all information collected about customers to the management. Follow-up of customer requests. Hosts appointments for make-up consultations PRODUCT Takes part in all in-store product presentations (of all product categories). Has an in-depth knowledge of all the products in the assigned Product range and is always up-to-date on the whole Product range in the Store. Ensures the correct management (cleaning, care, replacement, etc.) of the products in the entire store VISUAL SET-UP Constantly maintains product display in perfect conditions according to the company's guidelines and points out any necessary correction to increase sales. STOCKROOM Knows available products in stock to maximize sales. Helps in receiving stock and in always maintaining the stockroom according to standards Participates proactively in the year-end, sector and rotational stock take process by product category. THEFTS / LOSSES Keeps the assigned position to prevent thefts, cooperating with his/her colleagues if he/she needs to leave it. Promptly informs his/her direct supervisor of any loss. We'd love to meet you if you have: 2+ year's experience in selling makeup/beauty Makeup artistry or cosmetic sales experience Strong clienteling ability Strong sales performance Retail operations expertise Ability to work holidays and weekends Adaptable and curious Committed and reliable Driven and proactive in approaching challenges Passionate about beauty and cosmetics. Motivated to inspire clients with expertise on beauty trends and product. Open availability from Monday to Sunday with the ability to work a variety of shifts with one weekend off each month. Compensation: As required by the California state salary transparency law, effective November 2022, the expected base salary for this position ranges from $20.00 - $22.00/ per hr. Various factors are considered when extending offers, such as relevant skillset, training, years of experience related to the current job description, education, and our organizational structure. In addition to the base salary, PUIG offers a competitive benefits package that includes health and dental insurance, life insurance, disability insurance, 401K, paid holidays, a generous paid time-off policy, hybrid work environment, and career opportunities within a dynamic team. EEOC: Puig is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity, sexual orientation, national origin, ethnicity, age, disability, marital status, veteran status, or any other characteristic protected by law. Diversity, Equity, and Inclusion Commitment: At Puig, we are continually looking for enthusiastic and committed individuals from a broad range of backgrounds and experiences to join our team.We believe that creating an inclusive environment in which you feel welcomed, valued, engaged, and empowered strengthens our business and fosters a culture where we are inspired to work hard, challenge ourselves, and be innovative in our thinking. Additionally, we believe that the diversity of our employees makes us a stronger company and better able to serve our customers around the world. About Puig: Puig creates unique and highly desirable beauty and fashion brands that empower people to reinforce their self-esteem and find their own expression in a family-owned company that aims to leave a better world for the next generation. Our brand portfolio is structured in three divisions: Beauty and Fashion, with the owned brands Carolina Herrera, Nina Ricci, Paco Rabanne, Jean Paul Gaultier, Dries Van Noten, Penhaligon's, Byredo, Dr. Barbara Sturm, and L'Artisan Parfumeur; the licenses of Christian Louboutin and Comme des Garcons perfumes; and Lifestyle fragrances, among them Adolfo Dominguez, Antonio Banderas, Shakira, and Benetton. The Charlotte Tilbury division, which includes the luxury makeup brand and the Derma division, with the Apivita, Uriage and Isdin brands. We sell products in 150 countries and operate 26 subsidiaries. At Puig we honor the values and principles put in place by three generations of family leadership. Today we continue to build on that legacy, through conscious commitments in our ESG agenda (environmental, social, and governance) aligned with the UN Sustainable Development Goals.

About Aeris PartnersAeris Partners is a market-leading M&A investment bank serving software, SaaS, and other high growth technology markets. We advise world-class technology-focused private equity and venture capital firms and leading-edge entrepreneur-owned companies on strategic mergers and acquisitions. Aeris is well-known for its best-in-class approach to M&A execution, its data-driven approach, exceptional M&A outcomes, and its commitment to fostering a positive, collaborative, inclusive, entrepreneurial, and team-oriented firm culture. Aeris transactions typically range in size from $200M to $2+ Billion and the firm is a registered broker-dealer and member of FINRA and SIPC. Associate Job Description We are seeking experienced and highly-motivated technology M&A investment banking Associates for our San Francisco office. As a technology-focused boutique advisory firm, we offer an exceptional opportunity for Associates to develop strategic advisory skills and to gain a deep understanding of the broader technology industry. Associates will be actively involved in all aspects of the M&A process from client development to transaction closing, and work closely with senior team members, client management teams and leading technology-focused private equity and publicly-traded firms. Ideal candidates should bring experience in corporate finance, corporate strategy and / or financial valuation and analysis. We seek candidates with exceptional work ethic, passion for the technology industry, strong academic credentials, and demonstrated leadership qualities. Please note that training and onboarding may occur in our Boston, MA, office. Specific responsibilities include: Participate meaningfully in all aspects of transaction development and execution Work with the entire Aeris team and lead the development of critical process deliverables including pitch materials, operating and valuation models, management presentations, and more Actively engage with client management teams, board members, stakeholders and buyers throughout all phases of transaction Develop expertise in relevant technology industry sectors and communicate compelling technology industry and company trends Desired skills and experience: MBA candidate from top-tier programs with exceptional academic performance or Analyst to Associate promotes with excellent work experience and references Exceptional work ethic - self-starter, driven and hard working with a passion for excellence Excellent interpersonal and communication skills (verbal and written); including the ability to develop rapport with team members and existing and potential clients Strong knowledge of corporate finance, accounting, financial statements and valuation methodologies Creative and entrepreneurial mindset; ability to multitask and manage time effectively Unwavering commitment to conducting business with the highest degree of integrity and professionalism High level of attention to detail Outstanding leadership skills with an ability to manage and mentor junior professionals Positive, can-do attitude, enthusiastic team player with the ability to excel in a fast-paced and challenging work environment Must be eligible to work permanently in the United States

Evergreen Services Group is a San Francisco-based holding company that acquires and operates B2B services companies across North America. Since its founding in late 2017, Evergreen has completed 100+ acquisitions across Managed IT Services, Cybersecurity, ERP Software Partners and Government Services. We are driven by a people-first mission to be the best home for businesses and their leaders, by marrying capital allocation with inspired operations. The Evergreen holding company team is comprised of 40+ professionals based in San Francisco who are focused on capital allocation, M&A, executive level hiring, strategic board leadership, and finance and accounting. Evergreen is a uniquely long-term oriented holding company that seeks to hold and grow businesses indefinitely rather than follow the 5-7 year holding period of a typical private equity fund. This allows us to take a truly long-term view on performance and people. Evergreen is backed by Alpine Investors, a leading private equity firm focused on the services and software industries with $16B+ in AUM. The Role: We are looking to add an Associate to our Investing team. The perfect candidate is someone who can hit the ground running by slotting directly into deal teams, supporting the execution of deal processes from start to finish, and supporting the evolution of our capital allocation strategy. This position is based in San Francisco. Responsibilities include but are not limited to: Perform due diligence, analysis and execution across multiple simultaneous acquisitions Prepare investment memos and letters of intent; present investment opportunities/findings to team and investors Construct detailed financial models and returns analyses Coordinate the execution of investment transactions across all parties involved (i.e. due diligence providers, counsel, investors, portfolio company management, etc.) Mentor and support junior analysts through early career development Qualifications: Successful candidates will have the following attributes: 2 years of investment banking or private equity investing experience Outstanding financial modeling and analytical skills Strong understanding of accounting and finance Passion for investing and learning about new industries Strong communication skills Demonstrated ability and interest in working in a small, entrepreneurial team You would be a great fit for this role if: You have a strong will-to-win and get excited by ambiguous, challenging situations You are resourceful and can find a means to resolution in unfamiliar environments You value relationship-building and are excited about working with small business owners You share Evergreen's values, particularly in the following areas: Coachable: actively pursues feedback & development Accountable: takes ownership for business performance; answers for challenges/failures Selfless team-player: puts the mission and teammates ahead of themselves You are excited about Evergreen's mission to build the best home for businesses and their leaders Other Information Location: San Francisco (Hybrid) Compensation: $195k (base and bonus) plus PIUs (Profit Interest Units) We encourage you to apply even if you feel that you do not meet all of the above qualifications. Frequently cited statistics show that women and underrepresented groups apply to jobs only if they meet 100% of the qualifications. Evergreen encourages you to break that statistic and to apply. No one ever meets 100% of the requirements. We look forward to your application! DIVERSITY, EQUITY, & INCLUSION AT EVERGREEN At Evergreen, we acknowledge that an emphasis on diversity, equity, and inclusion (“DE&I”) is essential to hiring phenomenal people. To create the best home for businesses and spark success at our firm and throughout our portfolio, we aim to establish an environment where every person is welcomed, accepted, and empowered to excel in their role. These beliefs run true to our People-first philosophy, which emphasizes attributes over experience, we strive to recruit and work with those from a range of backgrounds, which drives creativity and innovation. At Evergreen, we recognize that we must continue to improve and expand and we are enthusiastic about maintaining Evergreen as one of the best places to work by ensuring a culture of inclusion and allowing everyone an unbiased opportunity to grow. Compensation A competitive compensation package will be offered alongside a benefits package including full medical and dental coverage, unlimited PTO, 401(k) match, family planning support, and much more. Evergreen Services Group is proud to be an Equal Opportunity and Affirmative Action Employer. We evaluate qualified applicants without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law. As an equal opportunity employer, we offer competitive compensation packages, robust benefits and professional growth opportunities aimed at helping to improve our employees' lives and careers.

Business UnitCorporate Development Group (CDG) as the platform for the company's new business incubation and new business exploration, CDG is responsible for promoting development and innovation for important areas such as financial technology and advertising, as well as marketing services, including payment and financial applications. As a professional support platform, CDG also supports the company and various business groups in strategic planning, investments and mergers, investor relations and corporate global communications, marketing and public relations, and more.What the Role EntailsKey Responsibilities: 1. Conduct research on the US Enterprise Software industry to assist with formulating investment strategies, prepare detailed analyses of specific segments and companies to identify growth opportunities. 2. Support the investment process including but not limited to deal evaluation, financial and commercial due diligence, deal negotiation and execution, and post deal management. Liaise externally and internally, especially where investment targets have synergies with and/or implications for Tencent businesses. Who We Look ForRequired Qualifications: 1. High level of integrity, dedication and motivation. 2. Bachelor's/Master's degree from top schools. 3. At least 2 years working experience in an Institutional Investment role. 4. Excellent communication and interpersonal skills. 5. Strong analytical skills, problem solving skills. 6. Fluent English; basic Mandarin Chinese skills preferred. Location State(s) US-California-Palo AltoThe expected base pay range for this position in the location(s) listed above is $108,400.00 to $203,300.00 per year. Actual pay may vary depending on job-related knowledge, skills, and experience. Employees hired for this position may be eligible for a sign on payment, relocation package, and restricted stock units, which will be evaluated on a case-by-case basis. Subject to the terms and conditions of the plans in effect, hired applicants are also eligible for medical, dental, vision, life and disability benefits, and participation in the Company's 401(k) plan. The Employee is also eligible for up to 15 to 25 days of vacation per year (depending on the employee's tenure), up to 13 days of holidays throughout the calendar year, and up to 10 days of paid sick leave per year. Your benefits may be adjusted to reflect your location, employment status, duration of employment with the company, and position level. Benefits may also be pro-rated for those who start working during the calendar year.Equal Employment Opportunity at Tencent As an equal opportunity employer, we firmly believe that diverse voices fuel our innovation and allow us to better serve our users and the community. We foster an environment where every employee of Tencent feels supported and inspired to achieve individual and common goals.

Our Healthcare Investment Banking Group is looking for an Associate to join our West Coast team based in San Francisco. The team covers a wide variety of innovative clients in various healthcare and life sciences sub sectors, including biotechnology, medical technology, life sciences tools, diagnostics, specialty pharma and technology enabled healthcare. The successful candidate will have the opportunity to work with these regional and international clients on a wide range of complex transactions including acquisitions, mergers, divestitures, joint ventures, corporate restructurings, shareholder relations, recapitalizations, and defenses against unsolicited takeover attempts, strategic advisory assignments and executions of public, including Initial Public Offerings, and private capital markets transactions. The successful candidate will work closely with professionals throughout the firm to deliver high quality advice to our clients. You will play an important role on a team that includes senior professionals who will encourage you to go beyond the numbers and think creatively. Qualifications: * Experience within the investment banking industry as an Associate with a proven track record working on executed deals * Superior valuation skills, strong written and verbal communication skills, and comfortable reading and interpreting financial statements * Extraordinarily high level of motivation and commitment to working hard * Commercial instinct and ability to perform under pressure and tight deadlines * Interest in developing a career in Healthcare Investment Banking * Bachelor's degree is required; an MBA would be an asset * Series licensing or must obtain WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $150,000 and $225,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

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 This Role: We are seeking a highly analytical and experienced Investor Relations (IR) Associate to join our team. This role is crucial in managing the relationships between the company and the investment community which continues to grow. The ideal candidate will be a key contributor to all aspects of designing and creating a robust IR function, with significant experience in a dynamic environment that is market-facing with a proven track record supporting the capital markets participants. Experience in sell-side equity research, capital markets or investor-facing roles within scaled organizations desired. This role will initially report to the SVP of Strategic Capital and Corporate Development. What You'll Be Working On: Public Company Experience Assist in managing the ongoing requirements and documentation specific to a newly public company environment. Manage relationships across sell-side equity research analysts and coverage universe. Non-Deal Roadshows (NDRs): Coordinate and manage logistics for investor roadshows and conferences, including scheduling, preparation of materials, and post-event follow-up. Due Diligence: Manage data requests and materials for investor and analyst due diligence sessions. Financial Reporting & Communications Earnings Cycle Management: Play a role in the quarterly earnings process, including drafting press releases, preparing management's scripts, developing Q&A documents, and creating presentation materials. Messaging Development: Work closely with the Finance, Legal, and Corporate Communications teams to ensure consistent, accurate, and compelling internal and external messaging regarding company strategy, financial performance, and market developments. Market Intelligence & Strategy Competitive Analysis: Monitor, analyze, and summarize sell-side research, consensus estimates, and competitor financial performance. Provide data-driven insights to the executive team and Board of Directors. Maintain list of industry events important for the Crusoe team to attend. Shareholder Analysis: Track and analyze changes in our shareholder base, including institutional ownership and trading trends, to inform IR targeting and engagement strategies. IR Targeting: Identify and prioritize potential new institutional investors whose mandates align with the company's profile. Build and maintain IR CRM database of investor interactions and engagements. What You'll Bring to the Team: 1-3 years of experience in Investor Relations, Investment Banking, or Equity Research. Ideal experience in supporting a company through a significant liquidity event, such as an Initial Public Offering (IPO) or a major public capital raise. Prior experience working for a large, complex, publicly traded company known for its rigorous financial standards and advanced technology products (e.g., in the semiconductor, cloud, or advanced technology sectors). Strong understanding of financial modeling, valuation techniques, and Generally Accepted Accounting Principles (GAAP). High proficiency in Microsoft Office Suite (Excel and PowerPoint) and experience utilizing IR-specific platforms (e.g., Bloomberg, Refinitiv, CRM software). Outstanding written and verbal communication skills, with a proven ability to synthesize complex data into clear, concise narratives for a financial audience. Detail-oriented, highly organized, and capable of managing multiple projects under tight deadlines and with a high degree of confidentiality. Strong interpersonal skills and the ability to build and maintain trust with internal executives and external investors. Bachelor's degree in Finance, Economics, Accounting, or a related 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 per month Compensation: Compensation will be paid in the range of $100,000 - $140,000 + Bonus. Restricted Stock Units are included in all offers. Compensation to be determined by the applicant's education, experience, knowledge, skills, 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.

AQ Technology Partners is a boutique investment bank focused on the software ecosystem, specializing in M&A and financial sponsor transactions. We are seeking an experienced Investment Banking Associate to join our team supporting transactions with growth software companies based in our Redwood City, CA office. Both investment banking and technology industry experience required. Our Associates assume significant responsibility by working closely with senior bankers, overseeing and executing day-to-day deal activities, and managing and training analysts. Key responsibilities include the following: Partner with and support senior bankers in strategic M&A, private equity, and growth equity processes Initiate and manage the development of qualitative and quantitative analyses in support of transaction execution Responsible for modeling complex transaction scenarios and/or the oversight of such modeling Develop presentations in support of new business development Maintain a positive and supportive firm culture, focused on the effective delivery of world-class service to our clients Train and mentor analyst staff A successful candidate will possess the following characteristics: 2-3 years investment banking experience as an analyst and/or an associate in the technology or software sector Strong academic performance Demonstrated capability to lead and manage projects Excellent organizational, execution and time management skills Team player with competitive drive; motivated self-starter with collaborative, team-oriented approach to success Strong communication and presentation skills in both large and small group settings Exceptional critical thinking and problem solving ability U.S. work authorization FINRA Series 63 and 79 registration #LI-AQT

Our Healthcare Investment Banking Group is looking for an Associate to join our West Coast team based in San Francisco. The team covers a wide variety of innovative clients in various healthcare and life sciences sub sectors, including biotechnology, medical technology, life sciences tools, diagnostics, specialty pharma and technology enabled healthcare. The successful candidate will have the opportunity to work with these regional and international clients on a wide range of complex transactions including acquisitions, mergers, divestitures, joint ventures, corporate restructurings, shareholder relations, recapitalizations, and defenses against unsolicited takeover attempts, strategic advisory assignments and executions of public, including Initial Public Offerings, and private capital markets transactions. The successful candidate will work closely with professionals throughout the firm to deliver high quality advice to our clients. You will play an important role on a team that includes senior professionals who will encourage you to go beyond the numbers and think creatively. Qualifications: Experience within the investment banking industry as an Associate with a proven track record working on executed deals Superior valuation skills, strong written and verbal communication skills, and comfortable reading and interpreting financial statements Extraordinarily high level of motivation and commitment to working hard Commercial instinct and ability to perform under pressure and tight deadlines Interest in developing a career in Healthcare Investment Banking Bachelor's degree is required; an MBA would be an asset Series licensing or must obtain WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $150,000 and $225,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

U.S. Investment & Corporate Banking Associates are directly involved in the design, origination, structuring and execution of financial advisory, global capital markets, financial risk management, structured & syndicated finance, and other global products and services for existing and prospective clients. An Associate is expected to understand the implications, identify key industry and product trends and provide input on pitch and deal material to enhance the ultimate deliverable. Associates are assigned to a variety of projects and are given a broad range of responsibilities, some of which include: * Conduct extensive quantitative economic, industry and company research and analysis * Conduct and model a broad range of corporate finance alternatives and due diligence for client transactions including M&A, strategic alternatives, capital structure development, acquisition finance and syndicated loan and capital market financing * Evaluate risk/return parameters of financing transactions * Financial modeling, valuation, comparable & relative value analyses and market-specific analysis * Facilitate and coordinate product group idea generation and solutions development across a broad platform of global capabilities * Draft client pitches and marketing materials including M&A, syndicated bank financing, public/private debt & equity capital markets, and other internal documentation by coordinating internal and external resources * Assist in financing structuring, underwriting transaction evaluation, preparation, due diligence and execution * Assist in the development and continued cultivation of client relationships Qualifications: * Masters degree in Finance or Economics or a minimum of 3 years corporate finance and capital markets experience with a top tier global bank * Knowledge of corporate finance, securities, financial markets and risk & pricing analysis * Must have experience in the general TMT sector * Aptitude to synthesize large amounts of information and develop innovative ideas and/or product solutions * Ability to manage multiple projects simultaneously * Ability to work under pressure and adhere to tight deadlines * Strong written and oral communication skills and ability to convey ideas * Creativity and intellectual curiosity * Ability to work independently and must be able to work effectively in a team environment * Advanced proficiency with FactSet, CapitalIQ, Bloomberg, Microsoft Office * Series 79 & 63 The expected base salary ranges from $175K - $225k. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications and licenses obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus. #LI-onsite Greenhill & Co., Inc., part of Mizuho Americas, is focused on providing financial advice on significant mergers, acquisitions, restructurings, financings and capital raising to corporations, partnerships, institutions and governments globally. It acts on behalf of clients throughout the world from its offices in the Americas, EMEA, and APAC.

At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. EY-Parthenon - Deals - EY Capital Advisors - Investment Banking - Technology - Associate The opportunity EY-Parthenon's unique combination of transformative strategy, transactions and corporate finance delivers real-world value - solutions that work in practice, not just on paper. Benefiting from EY's full spectrum of services, we've reimagined strategic consulting to work in a world of increasing complexity. With deep functional and sector expertise, paired with innovative AI-powered technology and an investor mindset, we partner with CEOs, Boards, Private Equity and Governments every step of the way - enabling you to shape your future with confidence. Ernst & Young Capital Advisors, LLC (EYCA) offers investment banking services with access to a global network of EY mergers & acquisitions, debt capital markets and equity capital markets professionals. The global EY network offers a comprehensive suite of services, and EY firms consistently rank among the leading financial services firms based on the number of completed transactions globally. As an M&A Investment Banking Associate you'll work in a team setting to help provide clients with objective advice on M&A and corporate financing alternatives through highly focused industry teams with world-class, global execution capabilities. You'll be an important part of our diversely talented, highly experienced team and work at the forefront of high-profile transactions. You'll be working in a small and collaborative team environment with corporate finance and investment banking professionals on a variety of projects across a range of Technology sub sectors. Your key responsibilities As an M&A Investment Banking Associate you will be a vital member of the team supporting and executing M&A and corporate finance engagements. You'll be focused on analyzing financial data and identifying key trends behind the performance of a business, preparing financial models and cash flow scenarios, conducting research, and driving analyses, marketing presentations, and information memoranda. You will also help develop team members ensuring their career development. Skills and attributes for success Advise companies regarding strategic and corporate finance alternatives and drive the execution of M&A transactions. Prepare pitch books, descriptive information memoranda and related materials for M&A and capital raising mandates. Perform extensive financial analysis, valuation analysis and pro forma financial modeling. Identify key issues and potential areas of valuation and transaction risk within engagements. Perform In-depth market-sector and company-specific research. Support business development initiatives. To qualify for the role, you must have A bachelor's degree and at least 2 years of M&A transaction experience or a graduate degree and at least 1-2 years of related work experience. Existing Series 7 and/or 79 plus Series 63 securities licenses (in good standing) is a plus. Strong quantitative and qualitative analytical skills, including the ability to exercise sound independent judgment. Strong working knowledge of Excel to develop financial models, knowledge of pivot tables and using excel for in-depth modeling. Strong communication skills Efficient use of research databases, and technical ability to analyze data. Excellent interpersonal and relationship-building skills with the ability to develop and maintain relationships at all levels of the organization. You must either reside in or be in a commutable distance to your office location for this position. The ability and willingness to travel and work in excess of standard hours when necessary. In certain circumstances, travel may be required beyond your work location based on client and project needs. Ideally, you will have A proven record of excellence in investment banking with a focus on M&A transactions Experience in or interest in the Technology sector Knowledge of how to leverage firm-approved AI tools in a business setting, including Microsoft Copilot. What we look for We're interested in talented professionals with the ability to visualize our clients' goals and think creatively to facilitate them - often in time-sensitive and intense work environments. If you meet the above criteria and have an entrepreneurial spirit, and a genuine passion for taking on new challenges, this role could beis for you. What we offer you At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more. We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $150,000 to $185,000. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year. Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being. Are you ready to shape your future with confidence? Apply today. EY accepts applications for this position on an on-going basis. For those living in California, please click here for additional information. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. EY | Building a better working world EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets. Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow. EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories. EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law. EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at **************************.

We are seeking a highly skilled and experienced Investment Banking Vice President to join our dynamic Equity Capital Markets, TMT team, offering an exceptional opportunity to contribute to high-profile transactions and drive growth within a leading financial institution. Job Summary As a Vice President in Equity Capital Markets, TMT team, you'll have experience developing strong relationships with corporates and financial institution clients and working across different products. You'll work on deals and transaction across the spectrum of our banking products, including mergers & acquisitions, divestitures, restructurings, loans, and equity capital and debt capital raises. Job Responsibilities Acting as the primary day-to-day client point of contact and lead banker on deals Reviewing and coordinating the analytic work of junior bankers to move marketing/execution process forward Refining marketing/execution materials for maximum client impact Overseeing the creation of financial projection models Identifying and managing all risks in a given deal Liaising with other internal and external parties on transactions (eg. lawyers, accountants, counterparties) Leading client negotiations, Q&A process and management interviews Required qualifications, capabilities, and skills Prior work experience in an investment banking front office role. Experience in training junior bankers Exceptional written and verbal communication skills with specific ability to communicate concepts and ideas concisely and defend their validity Very strong quantitative and analytical skills (including Excel modelling and valuation work) Ability to work well under pressure and to tight deadlines, and have the aptitude to synthesize large amounts of information and to develop innovative solutions Adaptability, able to manage projects independently and be ready to assume a high level of responsibility as a member of a team Ability to comfortably interact with clients in a professional and mature manner Excellent understanding of financial, legal and reputational risks facing large integrated investment banks in today's environment

Salary Range: 175,000.00 - 225,000.00 Please note that the Salary Range shown is a guideline only. Salary offered may vary based on factors, including, but not limited to, the successful candidate's relevant knowledge, skills, and experience. Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Title: Associate, Technology Investment Banking - San Francisco, CA Global Banking and Markets Global Banking and Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the US and Latin America, operating globally for over 100 years. Scotiabank's strong U.S. presence provides our clients an important bridge to this key global market for trade and investment flows across the Americas and the world. Global Banking & Markets provides a full range of investment banking, credit and risk management products and services relevant to the financing and strategic development needs of our clients. Our products include debt and equity financing, mergers & acquisitions, corporate banking, institutional equity sales, trading and research, fixed income products, derivatives, energy, foreign exchange and precious & metals. We also cross-sell the full range of wholesale products and services offered by the Scotiabank Group. Be part of an innovative, Global Capital Markets and Investment Banking business with a unique geographic footprint that puts capital to work for our clients across industries! We work together to drive ambition for every future! Overview: The Associate will work with senior bankers across a variety of different transaction types and advisory assignments: mergers & acquisitions (both buyside and sell-side), public equity offerings, debt capital markets issuances, and capital advisory projects. As one of the fastest growing and most dynamic groups within Scotiabank, the Associate can expect to have numerous opportunities to demonstrate growth, intellect, and initiative. With an increasing roster of highly experienced senior bankers, the Global Technology Investment Banking Group continues to innovate and drive additional topline revenue and net income for Scotiabank. If you are interested in a fast-paced, challenging, and exciting environment, the Technology Banking team welcomes the opportunity to connect with you. Position Highlights: Associates in the Global Technology Investment Banking Group enjoy a stimulating and challenging work environment in which they execute a broad range of transactions. A high degree of responsibility is afforded to those demonstrating initiative and the desire to take on such responsibility. At the early stages of their career, Associates focus on client presentations, financial modeling, industry and company research, and supervising and mentoring Analysts. As the individual's career progresses, Associates take on increased responsibilities on live transactions and participate in business development under the guidance of senior group members. Scotiabank brings new Associates in contact with both clients and Scotiabank GBM product partners at the earliest possible stage, allowing them to gain experience in managing and cultivating relationships. A significant amount of effort, diligence, and initiative is required to properly execute assignments. The complexity of clients' financial requirements combined with the highly competitive nature of the investment banking industry necessitates a full commitment to the task at hand. Standards are very high as most work is presented to senior executives at client firms. Given the Global Technology Investment Banking Group's streamlined operating hierarchy and a small project team approach, Associates have ample opportunity for career growth and development. On any given project, Associates will interact with other departments of the firm such as Corporate Banking, Equity Capital Markets, Debt Capital Markets, Global Fixed Income, and Global Equity Derivatives. What You'll Do * Champion a client centric culture focused on deepening client relationships and leverage broader Bank relationships, systems, and knowledge to deliver solutions that Scotiabank can provide across its footprint and generate revenue. Relationship management and cross collaboration includes: * Coordinating with the various product groups and industry coverage teams within GBM * Developing and maintaining effective industry relationships with various external parties and clients * Day-to-day responsibilities include the following: * Evaluating and analyzing the financial needs of clients, including the development of financial models, and supporting the team in determining advisory and financing solutions for these clients * Collecting, consolidating, and interpreting company, industry, and market data * Performing comprehensive financial statement analysis and creating and maintaining financial models * Financial and written analysis of companies and industries * Identifying and developing business opportunities for and with clients * Preparing client presentations, including compiling data and assembling presentation materials * Supporting transaction structuring and execution efforts, with increasing levels of responsibility and accountability over time * Applying product and capital markets knowledge to help clients achieve their financial and strategic objectives * Develop junior bankers on the team and across GBM through active engagement focusing on skill development (i.e., technical, coverage, and other professional and leadership skills) and providing valuable real-time constructive feedback to support their career development * Actively partner with group leaders and broader team to build, reinforce, and maintain positive team dynamics, engagement, and morale * Actively contribute to a high performance, inclusive work environment What You'll Bring * 2-4 years' work experience in Investment Banking * TMT or Software experience is preferred but not required * Completed Bachelor's or M.B.A. Degree * Strong quantitative skills focused on financial analysis, accounting, and financial theory * Strong written and verbal communication skills * Excellent command of Microsoft Suite, with an emphasis on Excel, PowerPoint, and Word * A high level of attention to detail * A high level of energy and a keen desire to learn * Obtain and maintain required FINRA registration and licensing appropriate to your functions and responsibilities Interested? At Scotiabank, every employee is empowered to reach their fullest potential, respected for who they are and, embraced for their differences. That's why we work to grow and diversify talent and engage employees in a performance-oriented culture. What's in it for you? Scotiabank wants you to be able to bring your best self to work - and life, every day. With a focus on holistic well-being, our many flexible benefit programs are designed to help support your unique family, financial, physical, mental, and social health needs. Location(s): United States : California : San Francisco || United States : Florida : Miami || United States : Florida : Tampa || United States : Georgia : Atlanta || United States : Illinois : Chicago || United States : Louisiana : New Orleans || United States : Massachusetts : Boston || United States : New York : New York City || United States : Texas : Austin || United States : Texas : Dallas || United States : Texas : Houston Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets. At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted. Nearest Major Market: San Francisco Nearest Secondary Market: Oakland Job Segment: Investment Banking, Bank, Banking, M&A, Financial, Finance, Management

The Internship Program at Union Square Advisors provides candidates with an unparalleled opportunity to gain deep domain expertise in mergers and acquisitions (M&A) and capital raising within the technology sector. Interns, or “Summer Analysts,” will support teams on live deals through both quantitative and qualitative assignments, in addition to conducting in-depth industry and company-specific research. We are targeting undergraduate applicants with an expected graduation date of Spring 2028. Formal interviews will begin in January 2026. Responsibilities Perform Business and Financial Analyses: Research and analyze financial and operational data related to companies and industries. Perform complex financial modeling and valuation analyses as part of client/industry evaluations. Collaborate with full-time analysts to complete necessary analyses for live engagements and participate in client calls and due diligence discussions. Create trend analyses of financial performance for client presentations. Complete a summer project where the candidate will “pitch” a potential client opportunity to senior bankers at Union Square Advisors. Provide Management Support: Present analytical findings to deal teams. Develop written internal and external marketing materials. Improve and maintain internal infrastructure projects and databases. Assist the coverage team in the development of presentations for potential mandates. Qualifications Currently pursuing an undergraduate degree, with academic coursework in finance, economics, or accounting, complemented by outstanding academic achievement. Basic understanding of fundamental financial principles. Proven ability to successfully collaborate in a team setting in a fast-paced, high-demand environment. Excellent analytical and critical thinking skills. Highly developed written and oral communication abilities. Strong interpersonal skills, with the ability to work effectively in a professional setting. Creativity, insightfulness, and resourcefulness in completing assignments in a fast-paced and challenging environment. Meticulous attention to detail and ability to manage multiple projects with a high degree of organization. Self-starter with the ability to independently manage assignments and take ownership of tasks. Strong sense of urgency and a competitive drive to succeed. Maturity and professionalism appropriate for a client-facing role. Proficiency in financial computer applications and database tools, including MS Excel, MS PowerPoint, and MS Office. Experience with research platforms such as CapitalIQ, PitchBook, FactSet, Thomson One, and 451 Research is a plus. About Union Square Advisors Union Square Advisors is a leading technology-focused investment bank offering strategic M&A advice, private capital financing, and debt capital markets advisory services. Founded in 2007, with offices in San Francisco and New York, Union Square Advisors works with top public and private technology companies, private equity firms, venture capitalists, and family offices. Our expertise spans many aspects of the technology landscape, including enterprise software and infrastructure, fintech, healthcare IT, internet and digital media, e-commerce, consumer software, AIoT and industrial technology, among other key segments. Since inception, Union Square Advisors has advised on more than 195 strategic transactions valued at over $120 billion. For more information, please visit *******************