Finance service representative jobs in Cupertino, CA - 1,445 jobs

Morgan Stanleys Investment Banking Group provides industry regional and product expertise to corporations institutions and government clients in order to develop and execute innovative and customized solutions to the most challenging strategic and financing issues faced in the global marketplace. The Banking Group is comprised of a number of industry groups that work closely with product team members in Mergers & Acquisitions Global Capital Markets Real Estate and other industry groups throughout the Firm to provide relevant market insight, product creativity and execution expertise to clients. These solutions include initial public offerings; public and private equity and equity-linked financings; mergers acquisitions and restructurings; defense advisory assignments; strategic partnerships; public and private debt placements; share repurchases; and hedging swaps and derivative transactions. Our Menlo Park office is looking for a Vice President with prior experience in the Software industry to join the Technology Investment Banking Group. The successful candidate will have the opportunity to work with regional and international clients on a wide range of complex transactions including acquisitions, divestitures, mergers, joint ventures, corporate restructurings, shareholder relations, recapitalizations, leveraged buyouts and defenses against unsolicited takeover attempts, strategic advisory assignments and executions of public and private capital markets transactions such as initial public offerings. 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 who will encourage you to go beyond the numbers and think creatively. Qualifications 6 years of relevant experience within investment banking or an MBA with 3 years of experience and with a proven track record working on complex executed deals across M&A and various industry sectors Experience in the software industry is strongly preferred but not required Strong written and verbal communication, client and interpersonal skills Commercial instinct and ability to perform under pressure and tight deadlines Bachelor's degree is required; an MBA and / or CFA designation would be an asset Series licensed 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 around 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 $275,000 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 Stanleys 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, 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). Key Skills Change Management Financial Services Growing Experience Managed Care Management Experience Analysis Skills Senior Leadership Performance Management Process Management Leadership Experience Negotiation Analytics Employment Type: Full-Time Experience: years Vacancy: 1 #J-18808-Ljbffr

Job Information Job Identification 210562876 Job Category Client Management Business Unit Corporate & Investment Bank Posting Date 11/05/2024, 10:38 PM Job Schedule Full time Job Description We are seeking a seasoned Vice President to join our industry-leading team. As a Vice President in Investment Banking, you will demonstrate good business acumen and proven track record in developing clients and marketing total business solutions. You will be responsible for supporting an outstanding network of relationships with corporate and institutional clients that lie at the heart of our Investment Banking franchise. You'll bring to our team deep experience identifying and #J-18808-Ljbffr

Cintas is seeking a Route Service Representative to manage and grow customer accounts in the Rental Division. Our partners drive a truck along an established route and service and sell within an existing customer base. It is a physical, fast-paced, indoor/outdoor position in which our partners deliver and pick up uniforms, shop towels, chemical cleaning products and other facility service products. Our Route Service Sales Representatives enjoy: + Comprehensive 10-week training program + Solid base salary and commission potential after being assigned a route + Majority work a 4-Day workweek + Majority work no nights or weekends + Monthly/Quarterly performance bonuses & incentives Key Responsibilities Include: + You are the face of Cintas to our customers and must work to build rapport with key decision makers + Ensure quality standards, and proactively solve customer concerns. + Grow our existing customer base by upselling and cross-selling additional products and services + Negotiating service agreement renewals and control inventory while working professionally and safely + Comply with driving and vehicle regulations. **Skills/Qualifications** Required Qualified candidates must meet all requirements outlined by the Department of Transportation (DOT) for driving a regulated vehicle weighing more than 10,000 lbs. In order to comply with DOT requirements, qualified candidates must, prior to their first day of employment: + Have an active driver's license + Be at least 21 years of age + Obtain a DOT medical certification + Provide documentation regarding their previous employment All successful candidates will also possess: + The ability to meet the physical requirements of the position + A High School diploma, GED or Military Service + The ability to demonstrate a strong customer service orientation + Self-motivation and the drive to work in an environment that relies on teamwork to meet goals + A positive attitude, along with ambition, organization and service spirit This is a rewarding opportunity! To support our aggressive growth plans, we offer unique opportunities, including advancement, ongoing training, mentoring and the opportunity to develop world class business skills. **Benefits** Cintas offers comprehensive and competitive medical, dental and vision benefits, with premiums below the national average. We offer flexibility with four different medical plan options; one plan is offered at zero cost. Additionally, our employee-partners enjoy: - Competitive Pay - 401(k) with Company Match/Profit Sharing/Employee Stock Ownership Plan (ESOP) - Disability, Life and AD&D Insurance, 100% Company Paid - Paid Time Off and Holidays - Skills Development, Training and Career Advancement Opportunities **Compensation** A reasonable estimate of total compensation for this role ranges between $45,000 - $90,000/Year and is a combination of base salary plus earned commissions. The range takes into account factors that are considered in making compensation decisions including, but not limited to, skill sets, experience and training, performance, and other business and organization needs. This disclosed range has not been adjusted for applicable geographic differentials associated with the location at which the position may be filled. Please note, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decision are dependent on the facts and circumstances of each decision. **Company Information** Cintas Corporation helps more than one million businesses of all types and sizes get Ready to open their doors with confidence every day by providing products and services that help keep their customers' facilities and employees clean, safe, and looking their best. With offerings including uniforms, mats, mops, towels, restroom supplies, workplace water services, first aid and safety products, eye-wash stations, safety training, fire extinguishers, sprinkler systems and alarm service, Cintas helps customers get Ready for the Workday. Headquartered in the U.S., Cincinnati, OH, Cintas is a publicly held Fortune 500 company traded over the Nasdaq Global Select Market under the symbol CTAS and is a component of both the Standard & Poor's 500 Index and Nasdaq-100 Index. Cintas Corporation is proud to be an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy), national origin, age, genetic information, disability, protected veteran status, or any other characteristic or category protected by local, state, or federal law. This job posting will remain open for at least five (5) days. **Job Category:** SSR **Organization:** Rental **Employee Status:** Regular **Schedule:** Full Time **Shift:** 1st Shift

A leading HR and IT solutions provider in San Francisco is looking for a Strategic Finance Associate to support R&D teams. You'll be involved in financial modeling, supporting monthly closes, and preparing materials for executive reviews. Ideal candidates will have over 4 years of finance experience, particularly in high-growth tech environments. This in-office role offers a competitive salary, benefits, and equity, with pay ranging from $96,000 to $160,000 annually, depending on experience. #J-18808-Ljbffr

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

A leading global financial institution seeks an experienced Private Banker to develop and maintain client relationships in Palo Alto, California. The ideal candidate will have over 15 years of experience in Private Banking, specifically with UHNW clients. Responsibilities include advising clients on financial matters, creating tailored wealth management solutions, and ensuring compliance with regulatory standards. A Bachelor's degree is required, with a Master's preferred. This role offers a competitive salary range of $200,000 to $300,000 and robust employee benefits under Citi's offerings. #J-18808-Ljbffr

## .Associate, Structured Finance (NCG) page is loaded## Associate, Structured Finance (NCG)locations: San Jose, Californiatime type: Full timeposted on: Posted Todayjob requisition id: JR-19814At Bloom Energy, our vision for a world powered by clean, reliable, and affordable energy is more than just a dream-we're making it a reality. For over two decades, we've been at the forefront of the global energy transition, pioneering solutions that empower critical industries to thrive in a rapidly digitizing, energy-intensive world. From revolutionizing power for AI-driven data centers to ensuring resilience for hospitals, electric grids, manufacturing facilities, and utilities, our solid oxide fuel cell (SOFC) and solid oxide electrolyzer (SOEC) technologies are redefining what's possible by delivering energy abundance for all. With more than 30,000 fuel cell modules deployed worldwide, we are the trusted partner for Fortune 100 companies and innovators alike. Our cutting-edge solutions enable unparalleled “time-to-power” capabilities, reliability, and sustainability, ensuring our customers remain ahead in a world where soaring energy demand and intensifying energy scarcity are rapidly becoming the new norm.At Bloom, we thrive on collaboration, bold thinking, and relentless innovation. We believe that, together, we can create a brighter, more sustainable future while tackling the most pressing challenges of the 21st century.We are looking for an Analyst, Structured Finance to join our team in one of today's most exciting technologies. This role is based in San Jose, CA. This is a fully on-site, in office role. **Responsibilities**:* Add "intellectual athlete" capacity to a team that work on deals impacting many parts of Bloom's business.* Support Bloom's consultative-based selling engagements with customers and financiers, particularly with respect to financial analysis, research and analytics* Engage with key stakeholders to move deals forward, including financiers, internal team members, and customers.* Provide customer-facing consulting to the sales team to understand customer needs as they relate to power purchase agreements ("PPAs") and the associated project financing. Assist in "closing PPAs."* Advise on the financial structuring of power purchase agreements* Develop collateral for internal and external audiences that effectively tells the Bloom story, as well as how the industry is changing based on Bloom's technology* Develop creative ways to meet customer financial and contracting constraints within the parameters of a financeable deal structure* Partner with sales and marketing to develop new ways of accessing high spark spread, high credit customers.* Work with technology partners to increase the addressable for Energy Servers and related services* Adapt to the changing needs of the organization to maximize the economic and perceived value of Energy Servers**Minimum Qualifications*** MBA or Master's degree in Finance, Engineering or a related discipline.* Must be graduating between December 2024 and August 2026**Desired Qualifications*** Minimum of 2-5 years' experience either in project finance, project development, energy & infrastructure -focused investment banking or strategy. Demonstration of successfully closing complex deals.* Experience at top tier investment banks, private equity shops or consulting firms strongly preferred.* A background of exceptional academic performance* Strong communication skills required. Must be able to clearly articulate and communicate complex deal terms and financial information and issues to management and investors.* Ability to interact with a wide variety of audiences, ranging from customers and investors, to Bloom engineers and operations staff.* The ability to manage multiple projects, meet deadlines, prepare high quality reports and presentations, and to maintain high levels of quality with a heavy work load.* Must demonstrate strong personal ethics, the ability to influence and negotiate, and the ability to effectively manage stress and engage in continuous learning.* High attention to detail.* Fun to work with, quick to laugh, willingness to take calculated risks, and a creative problem solver with a "can-do / failure is not an option" approach to work.**Visa Sponsorship** Bloom Energy typically does not sponsor visas or hire individuals on CPT or OPT status. This includes interns and new graduates on F-1, J-1, or any other visa type for this position.**EOE Statement** Bloom Energy is an equal opportunity employer and makes employment decisions on the basis of merit. We are committed to compliance with all applicable laws providing equal employment opportunities. All qualified applicants will receive consideration for employment without regard to race, sex, color, religion, national origin, protected veteran status, or on the basis of disability. Bloom Energy makes reasonable accommodation, consistent with applicable laws, for the known physical or mental limitations of an otherwise qualified applicant or employee with a disability, who can perform the essential job functions, unless undue hardship would result.**Salary Statement with pay range** Bloom Energy is committed to fair and equitable compensation practices. The total compensation for this position is based on various factors including, but not limited to, relevant skills and experience.# Salary Ranges:$96,000.00 - $144,000.00Bloom Energy's mission is to make clean, reliable energy affordable for everyone in the world. With roots in NASA's Mars Program, the company's founder, chairman, and Chief Executive Officer, Dr. K.R. Sridhar, developed an innovative fuel cell technology that is shifting the energy paradigm and redefining the electric power market.The Bloom Energy Server is a distributed electric power solution built for the digital age and capable of delivering highly reliable, uninterrupted, 24x7 constant power that is also clean and sustainable. Bloom's unique on-site power generation systems are among the most efficient on the planet, providing significantly reduced operating costs and producing dramatically lower greenhouse gas emissions.By generating power where it is consumed, Bloom Energy offers increased electrical reliability and improved energy security, providing a clear path to energy independence.Some of the largest companies in the world trust Bloom Energy to provide their businesses with clean, reliable and resilient energy. Bloom's customers include many Fortune 100 companies and leaders in manufacturing, data centers, healthcare, retail, higher education, utilities, and other industries.The company, headquartered in San Jose, California, is growing quickly and looking to add to its dynamic team. Stay up to date with Bloom Energy through our social channels. #J-18808-Ljbffr

About Mercor Mercor is at the intersection of labor markets and AI research. We partner with leading AI labs and enterprises to provide the human intelligence essential to AI development. Our vast talent network trains frontier AI models in the same way teachers teach students: by sharing knowledge, experience, and context that can't be captured in code alone. Today, more than 30,000 experts in our network collectively earn over $1.5 million a day. Mercor is creating a new category of work where expertise powers AI advancement. Achieving this requires an ambitious, fast‑paced and deeply committed team. You'll work alongside researchers, operators, and AI companies at the forefront of shaping the systems that are redefining society. Mercor is a profitable Series C company valued at $10 billion. We work in‑person five days a week in our new San Francisco headquarters. About The Role As we scale, we're building out a Strategic Finance team to elevate how we plan, allocate resources, and assess performance across the business. This role will help shape a finance function in rapid‑growth mode and directly influence product strategy, investment decisions, and long‑term planning. You will own the financial health of key product lines and customers, including through forecasting, budgeting, market analysis, and full P&L ownership. You'll partner closely with GMs, product leaders, and executives, bringing analytical rigor, clear communication, and strong judgment. This role is ideal for someone who enjoys building from scratch, thrives in ambiguity, and wants outsized scope early in their career. Key Responsibilities Own product‑line P&Ls: Manage revenue, margins, opex, and unit economics with a clear view into performance drivers. Serve as the primary finance partner: Support GMs and product stakeholders with analysis, insights, and financial guidance. Lead forecasting, planning & financial modeling: Build revenue models, size opportunities, and contribute to quarterly and annual plans. Develop budgets and manage operating expenses: Create product‑level budgets, monitor spend, and identify risks and opportunities. Support capital allocation decisions: Evaluate returns on product investments, pricing changes, and operational initiatives. Surface insights for leadership: Translate data into recommendations that shape product and company strategy. Improve financial reporting and processes: Enhance dashboards, workflows, and systems to increase accuracy and scalability. What We're Looking For 2-5 years of relevant experience in investment banking, private/growth equity, consulting, or strategic finance at a high‑growth tech company. Strong analytical and modeling skills, with comfort working with incomplete or complex data. High ownership and execution, able to run workstreams end‑to‑end in a fast‑paced environment. Clear communicator and cross‑functional partner who can synthesize insights and influence decisions. Process‑oriented and adaptable, with interest in building and improving systems and workflows. #J-18808-Ljbffr

Architectural & Design Sales Representative - San Francisco Bay Area (Remote) Job Type: Full-time Compensation: $90K-150K (Base + Commission + Performance Bonuses) Tile Club is one of the fastest-growing online tile companies in the U.S., and we're looking for an experienced, driven, well-connected, and design-savvy A&D Sales professional to join our expanding team in the San Francisco Bay Area. Tile Club, headquartered in California, is a leading nationwide e-commerce supplier of premium tile, natural stone, and glass products. Our curated collection showcases unique, globally sourced materials known for their beauty, craftsmanship, and design versatility. We are celebrated for our unique designs, innovation, outstanding quality, and commitment to delivering an exceptional customer experience. As a fast-growing online retail brand, Tile Club combines cutting-edge web tools with personalized support tailored to the needs of the architecture and design community. We proudly serve clients in all 50 U.S. states and overseas, bringing world-class tile solutions to projects of every scale. This is your opportunity to join a high-energy, design-forward team with room to grow. What You'll Do As our Architectural & Design Sales Representative, you'll be responsible for building and nurturing relationships with key influencers in the A&D community-interior designers, architects, specifiers, builders, and developers-to drive project specifications and product adoption throughout the region. Key Responsibilities: Develop strong, trust-based relationships with architects, designers, builders, contractors, and developers. Generate sales growth through strategic outreach, in-person meetings, and virtual presentations. Influence early-stage project specifications with Tile Club's unique product offerings. Provide expert consultation on tile, stone, and surface products to meet project requirements. Maintain and grow relationships with an existing book of business while actively pursuing new accounts. Conduct in-office presentations and CEU events for A&D firms. Manage and maintain product sample libraries at design and architecture firms. Monitor competitive activity and market trends to support strategic selling. Provide daily reports, maintain project files, and participate in weekly team meetings. Travel locally to meet with clients 4-5 days/week; Fridays typically reserved for planning/admin. What We're Looking For Qualifications: 5+ years of sales experience in the A&D or Hospitality community, ideally within the tile, stone, or flooring industry. Established network of architects and designers within the San Francisco Bay Areamarket. Strong technical understanding of hard surface materials and their applications. Comfortable leading presentations, product knowledge sessions, and trade shows. Active industry memberships (IIDA, ASID, AIA, CSI) are a plus. Skills & Competencies: Energetic self-starter with a passion for design and architecture. Strong communication, presentation, and relationship-building skills. Ability to self-source leads through a combination of cold calling and networking Detail-oriented, organized, and able to manage multiple ongoing projects. Proficiency in Google Workspace (Gmail, Google Drive, Google Docs, etc.). Proficiency in and ability to learn new CRM systems. Strong work ethic with a drive to succeed Proven outside or field sales experience with a track record of hitting or exceeding sales goals. Ability to lift and transport tile samples (up to 40 lbs). Valid driver's license and ability to travel What We Offer Compensation & Benefits: Competitive base salary + uncapped commission + performance bonuses Health, dental, vision, and disability insurance Paid time off (vacation, sick leave) Expenses Reimbursement (gas, cell phone, travel, etc) Employee discounts on products Opportunities for professional development and industry networking Work Schedule: Full-time | Monday-Friday 8-hour shifts Primarily on the road with occasional remote/office work Apply If You Are: A proven sales professional in the A&D or building materials industry Passionate about design, detail, and relationship-based selling Ready to work with a fast-paced, innovative team and leave your mark on exciting projects Join Tile Club and become part of a brand that's not only changing the way tile is sold but also how it's imagined. To apply, please submit your resume and a brief cover letter highlighting your experience in architectural sales and your interest in Tile Club.

Our Mission Reflection's mission is to build open superintelligence and make it accessible to all. We're developing open weight models for individuals, agents, enterprises, and even nation states. Our team of AI researchers and company builders come from DeepMind, OpenAI, Google Brain, Meta, Character.AI, Anthropic and beyond. Role Overview We're looking for a Strategic Finance Associate. In this role, you will be an early joiner helping us mature the foundations of our finance function. You will be both strategic and operational - comfortable both being a thought partner on strategic-level capital allocation decisions and running operational processes. What You'll Do Own and refine our financial model and forecasts for leadership and external parties (e.g. investors) Negotiate and manage new vendor contracts to support our research, GTM, and operations orgs Financial analyses to support strategic-level decisions - partnership structuring, large vendor contracts, GTM incentives design etc Uplevel our governance and administration of employee expense programs and AP across our US and UK entities Run cash positioning and treasury reporting Coordinate outsourced partners for monthly close and bookkeeping Set up and administer finance tooling to ensure our financial operations are fit for purpose as our organization and operations scale What We're Looking For 2 - 5 years of experience in management consulting, investment banking, private equity, strategic finance at a high-growth startup, or similar Deep experience with financial modelling, and accounting literacy Exceptional communication and relationship management skills across varied stakeholders Ability to navigate ambiguity, take initiative, and operate independently Willingness to get their hands dirty running, improving, and owning operational processes across finance subfunctions A genuine interest in Reflection's mission and the evolving AI ecosystem What We Offer: We believe that to build superintelligence that is truly open, you need to start at the foundation. Joining Reflection means building from the ground up as part of a small talent-dense team. You will help define our future as a company, and help define the frontier of open foundational models. We want you to do the most impactful work of your career with the confidence that you and the people you care about most are supported. Top-tier compensation: Salary and equity structured to recognize and retain the best talent globally. Health & wellness: Comprehensive medical, dental, vision, life, and disability insurance. Life & family: Fully paid parental leave for all new parents, including adoptive and surrogate journeys. Financial support for family planning. Benefits & balance: paid time off when you need it, relocation support, and more perks that optimize your time. Opportunities to connect with teammates: lunch and dinner are provided daily. We have regular off-sites and team celebrations. #J-18808-Ljbffr

Milpitas, California;San Jose, California; San Jose, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (****************************************************************************************** **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities: - Executes the bank's risk culture and strives for operational excellence - Builds relationships with clients to meet financial needs - Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations - Grows business knowledge and network by partnering with experts in small business, lending, and investments - Manages financial center traffic, appointments, and outbound calls effectively - Drives the client experience - Manages cash responsibilities Required Qualifications: - Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client. - Collaborates effectively to get things done, building and nurturing strong relationships. - Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives. - Is confident in identifying solutions for new and existing clients based on their needs. - Communicates effectively and confidently, and is comfortable engaging all clients. - Has the ability to learn and adapt to new information and technology platforms. - Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking). - Applies strong critical thinking and problem-solving skills to meet clients' needs. - Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations. - Efficiently manages time and capacity. - Focuses on results, while acting in the best interest of the client. - Can be flexible to work weekends and/or extended hours as needed. Desired Qualifications: - Experience in financial services and knowledge of financial services industry, products and solutions. - One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals. - Six months of cash handling experience. - Bachelor's degree or business relevant associate degree such as business management, business administration, or finance. Skills: - Adaptability - Business Acumen - Customer and Client Focus - Oral Communications - Problem Solving - Account Management - Client Experience Branding - Client Management - Client Solutions Advisory - Relationship Building - Business Development - Pipeline Management - Prospecting - Referral Identification - Referral Management **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

A prominent financial institution in San Francisco seeks a Client Relationship Consultant. The role involves fostering customer relationships through proactive communication and a digital-first approach. Responsibilities include understanding clients' banking needs, recommending solutions, and educating them on available products. Ideal candidates will have experience in retail banking and excellent interpersonal skills. Join us to support our community in making informed financial decisions. #J-18808-Ljbffr

California Deluxe Windows is a manufacturer and contractor in Southern California and we run a second office in Santa Clara. We are a direct manufacturer of windows and doors and have a long history of success in the California marketplace since 1999. We make a high-end vinyl product, unlike any others in the market. You will be amazed how easy it is to differentiate the value of our product relative to competitive products. We have a robust marketing engine, qualified leads are created for you, and your job will be to turn those leads into contracts. Entire Bay Area is available for sales so there is driving and a solid efficient vehicle is required. We provide the training and tools needed for your success. Position reports to General Manager for your dept. This job is commission only with a monthly draw. We currently have individuals that make from $90,000 per year up to about $500,000. If you want to work hard and are a “go getter” closer, you have almost unlimited upside as we provide a bonus for any self generated business. Regardless of your experience, we can train you to be a success and provide a career path that is very lucrative. Responsibilities: - Demonstrate our product to potential customers - Help facilitate the purchase of a home improvement contract after meeting a customer. - Provide an exceptional experience for our customers each and every time they interact with you. - Learn EVERY SINGLE DAY What we will provide: - We will train and work with you until you get the hang of every task you are comfortable with completing. - We will provide all product knowledge, sales techniques and process, and demonstration/sales materials you will need. If you feel this applies to you, please respond with 3 completions to the following sentence below and come build an empire with us! Your application is simply to finish the following sentence and e-mail your response to us along with the best number to contact you by phone. If you feel a resume will help us understand who you are more clearly, you are welcome to attach one to your response e-mail. I am an excellent hire for this sales position because: 1. 2. 3.

A leading financial institution is seeking a Private Client Office Banker in San Francisco, CA. The role involves managing the client experience through personalized, white-glove service across all delivery channels. Responsibilities include resolving issues for clients, performing banking transactions, and providing tailored financial solutions. Ideal candidates have over 5 years of experience with affluent clients and possess strong analytical skills. This position offers competitive salary and comprehensive benefits. #J-18808-Ljbffr

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

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

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

A leading financial institution is seeking a Private Client Banker to serve affluent clients in San Francisco. The role involves managing client banking relationships, actively acquiring new clients, and ensuring regulatory compliance. Ideal candidates will have at least one year of experience in banking or financial services, strong relationship-building skills, and excellent communication abilities. This position requires adherence to various regulatory requirements, including Dodd Frank. Join us to help make a difference in our clients' financial journeys. #J-18808-Ljbffr

Milpitas, California;San Jose, California; San Jose, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (****************************************************************************************** **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities: - Executes the bank's risk culture and strives for operational excellence - Builds relationships with clients to meet financial needs - Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations - Grows business knowledge and network by partnering with experts in small business, lending, and investments - Manages financial center traffic, appointments, and outbound calls effectively - Drives the client experience - Manages cash responsibilities Required Qualifications: - Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client. - Collaborates effectively to get things done, building and nurturing strong relationships. - Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives. - Is confident in identifying solutions for new and existing clients based on their needs. - Communicates effectively and confidently, and is comfortable engaging all clients. - Has the ability to learn and adapt to new information and technology platforms. - Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking). - Applies strong critical thinking and problem-solving skills to meet clients' needs. - Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations. - Efficiently manages time and capacity. - Focuses on results, while acting in the best interest of the client. - Can be flexible to work weekends and/or extended hours as needed. Desired Qualifications: - Experience in financial services and knowledge of financial services industry, products and solutions. - One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals. - Six months of cash handling experience. - Bachelor's degree or business relevant associate degree such as business management, business administration, or finance. Skills: - Adaptability - Business Acumen - Customer and Client Focus - Oral Communications - Problem Solving - Account Management - Client Experience Branding - Client Management - Client Solutions Advisory - Relationship Building - Business Development - Pipeline Management - Prospecting - Referral Identification - Referral Management **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.