Finance service representative jobs in Pleasanton, CA - 1,827 jobs
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Senior Credit Trader
P2P 3.2
Finance service representative job in San Francisco, CA
Who are we?
FalconX is a pioneering team of operators, investors, and builders committed to revolutionizing institutional access to the crypto markets. Operating at the intersection of traditional finance and cutting-edge technology, FalconX addresses the industry's foremost challenges: Navigating the digital asset market can be complex and fragmented, with limited products and services that support trading strategies, structures, and liquidity found in conventional financial markets. As a comprehensive solution for all digital asset strategies from start to scale, FalconX operates as the connective tissue empowering clients with seamless navigation through the ever- evolving cryptocurrency landscape.
Senior Credit Trader
As a Senior Credit Trader at FalconX, you will be instrumental in driving strategic growth and innovation within our credit business. This role demands a seasoned professional with a deep understanding of credit markets, investment banking, or crypto credit roles, coupled with an entrepreneurial spirit. You will lead mission-critical projects in a dynamic and rapidly evolving ecosystem, leveraging your expertise to achieve significant outcomes.
Key Responsibilities:
Strategic Leadership: Lead initiatives that bridge the credit team with customers, prospects, and internal teams, fostering collaboration to drive exponential growth.
Change Agent: Utilize FalconX's platform to implement transformative changes and deliver impactful results in the credit trading space.
Entrepreneurial Mindset: Adapt to various contexts and challenges, employing a diverse skill set to navigate complex market environments successfully.
Collaborative Team Player: Work efficiently with both internal and external stakeholders to influence deliverables and achieve objectives through strong relationship building and teamwork.
Project Management Excellence: Act as a valuable connector, bridging gaps and facilitating communication and collaboration across the organization to remove roadblocks and ensure project success.
Effective Communication: Clearly articulate the credit team's priorities and timelines to the wider organization, ensuring alignment and understanding.
Market Intelligence & Strategy: Continuously monitor market conditions, news, and economic indicators to inform trading strategies and decisions.
Scaling Operations: Lead efforts in credit trading, booking trades, and reconciling discrepancies, while supporting the expansion of our trading book.
Qualifications:
Extensive Experience: 5+ years of experience in financial analysis, investment banking, risk management, trading, or credit analytics, with a proven track record of success.
Crypto Expertise: Previous work experience in the crypto industry, with a strong understanding of crypto lending and credit products.
Loan Management Systems: Demonstrated experience in building and managing loan management systems.
Relationship Management: Expertise in managing relationships with a focus on credit products, enhancing client engagement and satisfaction.
Risk Management Acumen: Strong sense of risk management, particularly in operating a crypto lending business, ensuring sound decision-making and compliance.
Presentation Skills: Ability to produce and present credit-related materials to both internal and external stakeholders effectively.
Process Improvement: Proven ability to work with internal teams to streamline processes and improve efficiency in deal execution.
The base pay for this role is expected to be between $162,000 to $219,000 level in the New York City Area. This expected base pay range is based on information at the time this post was generated. This role will also be eligible for other forms of compensation such as a performance linked bonus, equity, and a competitive benefits package. Actual compensation for a successful candidate will be determined based on a number of factors such as location, skillset, experience, qualifications and the level at which the candidate is hired.
Notice at Collection and Privacy Policy
Applicants located in California and/or applying to a role based in California, please refer to our Notice at Collection and Privacy Policy here.
Inclusivity Statement
FalconX is committed to building a diverse, inclusive, equitable, and safe workspace for all people. Our roles are intended for people from all walks of life. We encourage all those interested in applying to our organization to submit an application regardless if you are missing some of the listed background requirements, skills, or experiences!
As part of our commitment to inclusivity, FalconX would like to acknowledge that the EEOC survey has limited potential responses that you can select. For legal reasons, FalconX must use this language to align with federal requirements, however, we want to ensure that you are able to provide a response to our own voluntary survey questions about your identity that best aligns with your most true self.
FalconX is an equal opportunity employer and will not discriminate against an applicant or employee based on race, color, religion, national origin, ancestry, ethnicity, sex (including gender, pregnancy, sexual orientation, and gender identity), age, physical or mental disability, veteran or military status, genetic information, citizenship, or any other legally-recognized protected basis under federal, state, or local law.
Applicants with disabilities may be entitled to reasonable accommodation under the Americans with Disabilities Act and other applicable state or local laws. A reasonable accommodation is a change in the way things are normally done which will ensure an equal employment opportunity without imposing undue hardship on FalconX. Please inform FalconX's People team at *********************, if you need assistance with participating in the application process.
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$162k-219k yearly 5d ago
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Strategic Finance Associate - FP&A for High-Growth Tech
Rippling
Finance service representative job in San Francisco, CA
A tech company focused on HR and Finance is seeking an Associate for its Strategic Finance team in San Francisco. The role involves managing financial models, conducting industry research, and supporting fundraising initiatives. Ideal candidates have 4+ years of finance experience and a degree in a related field. Strong analytical and communication skills are required, along with the ability to collaborate across various departments. This position offers a competitive salary ranging from $96,000 to $168,000 annually.
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$96k-168k yearly 3d ago
Strategic Finance Associate - Product
Ziphq, Inc.
Finance service representative job in San Francisco, CA
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!
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Finance service representative job in Palo Alto, CA
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.
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$200k-300k yearly 3d ago
Customer Service Representative
Azazie, Inc.
Finance service representative job in San Jose, CA
About Us:
AZAZIE stands as the leading direct-to-consumer (DTC) e-tailer, providing an array of bridal gowns, bridesmaid dresses, evening wear, and accessories. Designed in Los Angeles, AZAZIE disrupts the traditional wedding industry by presenting made-to-order gowns at an affordable price point. The brand is dedicated to promoting body-positive fashion, ensuring that all dresses, available in sizes 0-30, are meticulously cut and sewn to order. Explore our website, where you'll find hundreds of bridal and bridesmaid gowns and dresses, spanning over 80+ enticing color options.
Job Summary:
Azazie is looking for a self motivated and driven Customer ServiceRepresentative to join our growing team! In this role you will be responsible for providing a positive and efficient customer experience by educating customers on product knowledge, policies and services. We are seeking out top talent candidates that are highly engaged with our customers by productively providing the solutions in response to questions, concerns, and complaints through our chat, phone and email channels.
*
Please note:
We are only recruiting local candidates at this time to accommodate an in person schedule.
The employee will come into San Jose location 4 times a week.
Schedule:
Monday - Friday, 7:30AM- 4:30PM
Responsibilities:
Proactively monitor and de-escalate situations involving unhappy customers by clarifying the information, communicating best next steps and providing solutions within 24-48 hours.
Responding efficiently and accurately to customers through showing Azazie cares, listening to their concerns and ensuring they have a memorable experience shopping with us.
Navigate knowledge based platforms within: AI Intercom, Company Website, Content Management System, ERP and Happy Returns.
Strong attention to detail with ensuring accuracy in information provided and in recording customer details in order to maintain customer satisfaction and resolve issues effectively.
Competency and initiative to meet and exceed the department metrics and individual performance goals.
Implementation of utilizing software, databases, and tools appropriately to provide exceptional customer service within our DTC industry.
Skills/Talents you have:
Analytical, problem solver and critical thinker.
Ability to manage multiple channels of communication, tickets and customer conversations leading with Azazie cares and empathy.
Team player that is willing to take initiative to support customers, other agents and supervisors.
Adaptability to thrive in a fast-paced ever changing work environment.
Aptitude in maintaining comprehensive knowledge of the AZ CS policies, procedures and SOPs for our customers.
Positive attitude with a desire to learn and share ideas in a collaborative work environment.
Clear and concise communicator within customer interactions and across different departments.
Ability to build positive and long term customer relationships that reflect in positive customer satisfaction survey results.
Excellent time management skills.
Customer-focused with strong interpersonal and tech savvy skills.
Qualifications:
Customer Service Experience: 1 year (Preferred)
Fluency in English. Additional languages a bonus, but not required (please note if you have skills in Spanish, Mandarin, or French in your application)
Experience with AI Intercom, Slack or other CRM software is a plus.
Experience navigating websites/browsers and using chat software (ex./ Slack); quickly navigating. between chat and other company tools such as our CRM and phone software.
Excellent written and oral communication skills.
Proficient in Microsoft Office (Word, Excel, Outlook, and PowerPoint) as well as Google Docs.
Customer-focused and can demonstrate mastery of customer service skills.
Ability to maneuver between multiple tasks.
Benefits:
100% Medical, Dental, Vision, Life insurance offered after a 60-day probationary period
Paid vacation days and sick leave
Paid Holidays + Floating Holidays
401k
Free snacks and drinks in office
Employee discount
Company engagement events
Monthly departmental CS appreciation lunches
Physical Requirements: While performing the functions of this job, the employee is regularly required to sit; frequently required to talk or hear; and occasionally required to stand, walk, use hands to finger, handle, or feel, reach with hands and arms, stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close, distance and color vision.
Azazie, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements. Azazie, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
$32k-42k yearly est. 2d ago
Strategic Finance Associate
Mercor, Inc.
Finance service representative job in San Francisco, CA
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.
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$53k-104k yearly est. 4d ago
Housing Public Finance Associate Director - Americas
S&P Global 4.3
Finance service representative job in San Francisco, CA
A leading financialservices company is seeking an Associate Director for the Americas Public Finance, Housing team. Responsible for leading housing credit analysis and mentoring junior analysts, the ideal candidate will have over 4 years of experience in public finance. This position requires strong communication skills and expertise in affordable housing markets. The anticipated salary range is $120,000 to $158,000, and the role requires a minimum of 2 days in the office per week.
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$120k-158k yearly 5d ago
2026 | Americas | San Francisco | Wealth Management, Financial Planning | New Associate
Goldman Sachs Group, Inc. 4.8
Finance service representative job in San Francisco, CA
About the program
Our New Associate Program is a full-time program for individuals who have 2-5 years of experience and an advanced degree. As a new associate, you will be an integral part of our business and develop product-specific and function-specific skills and interact closely with senior professionals and clients.
Receive the tools needed for professional growth and career advancement
Encounter new opportunities and challenges that will prepare you for the next level
Build your professional network and interact with colleagues across the firm
Each applicant has the opportunity to apply to up to 4 separate business / location combinations in any given recruiting year. Any additional application will be auto withdrawn. In order to apply to an additional opportunity, you must withdraw a current application that has not been turned down.
A single applicant should not create multiple email addresses to apply to additional opportunities
About the division
Wealth Management includes Private Wealth Management, Goldman Sachs Ayco and Private Banking, Lending & Deposits.
Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor‑led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra‑high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading‑edge technology, data and design.
Job Info
Job Category Associate
Locations San Francisco, California, United States
Areas of the Firm Asset & Wealth Management
Anaplan Salary Range Lower Limit 150,000
Anaplan Salary Range Upper Limit 175,000
Healthcare & Medical Services
We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally.
We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year.
Financial Wellness & Retirement
We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees' priorities.
Health
We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state‑of‑the‑art on‑site health centers in certain offices.
Fitness
To encourage employees to live a healthy and active lifestyle, some of our offices feature on‑site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre‑approved amount).
We offer on‑site child care centers that provide full‑time and emergency back‑up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available.
Benefits at Goldman Sachs
Read more about the full suite of class‑leading benefits our firm has to offer… Learn More
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$73k-112k yearly est. 1d ago
Associate, Structured Finance (NCG)
Bloom Energy 4.8
Finance service representative job in San Jose, CA
## .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.
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$96k-144k yearly 1d ago
Park Services Associate
California's Great America 4.1
Finance service representative job in Los Altos, CA
Overview: Earn $19.50 - $21.00/hr. Joining our California's Great America Park Services team means you'll be ensuring the beautification and the cleanliness throughout the park. **Please note, all eligible rehires will receive further information via email regarding their application in January.** This position is guest facing, which requires guest interaction/communication while maintaining park cleanliness. You'll also... * Initiate guest interactions, answer questions, and give directions to the guests. * Sweep park grounds and restroom floors, keeping them free of debris. * Maintain eating areas, bus tables, remove trash, and clean tables and chairs. * Stock and replenish restroom dispensers with supplies. * Attend to potentially unpleasant situations including bodily functions to maintain sanitation guidelines. * Have additional opportunities to learn and expand your knowledge. Some of our amazing perks and benefits: * Paid Training! * FREE Uniforms! * FREE Admission to California's Great America! * FREE tickets for friends and family! * 25% discounts on Food and 20% discounts on Merchandise! * Employee-only RIDE nights, GAME nights and FREE FOOD events! * Work with people from here, near and from all over the world! Responsibilities: California's Great America is the top destination for thrill-seekers and families alike and premiere entertainment with 100+ acres of FUN. We want YOU to join us in making people happy! As a member of our team, you'll... * Make our guests happy by delivering amazing experiences and helping them create lifelong memories. * Interact with different people of all ages and backgrounds. * Gain skills, knowledge and experience that will benefit your future. Qualifications: * You! * Must be at least 16 years of age. * Candidates must be available to work both Saturday and Sunday for Spring and Summer operation. * We're looking for candidates who have FULL AVAILABILITY meaning they're able to work opening and/or closing shifts. * ** Ideally looking for candidates available to work up to 8 hr. shifts. * This is a seasonal position, and we're looking for candidates who can work a minimum of 3 months through the end of the season. * People who love helping others and will support the needs of our guests and associates. * Individuals with a passion and excitement about California's Great America. *
$19.5-21 hourly 1d ago
Associate, Financial Operations
Launch Tennessee 4.2
Finance service representative job in San Francisco, CA
The Role
Every day, we do exciting work that makes a difference to startup founders and business owners. At Pilot, you will be helping clients solve critical operational challenges. Our team works with a multitude of high‑growth startup founders and business owners from different industries and stages as their trusted operational partner and hands‑on Financial Operations consultant.
As an Associate on the Financial Operations team, you will work with colleagues from top tech companies and fast‑growing businesses. Together, our team delivers world‑class operational support across payroll, benefits, AP/AR, equity administration, and compliance. You will have endless opportunities to be a problem solver, creative thinker, and new business builder.
Key Responsibilities
Partner with senior team members to help our clients:
Execute day‑to‑day operational tasks for our clients including payroll processing, benefits administration, AP/AR workflows, and equity grant tracking
Apply operational best practices and support implementation of systems like Gusto, Rippling, Deel, Carta, and Bill.com
Communicate with clients regularly to provide updates and address their operational needs
Be part of the world's preeminent operational services tech‑enabled firm - a trusted partner for our clients on their most important operational decisions
Conduct research on operational tools and best practices required for customer service delivery
Keep operational projects on track with ongoing monitoring and status updates
Support successful compliance requirements by tracking deadlines and ensuring timely completion
In partnership with the team and cross‑functional partners, you will also:
Execute the strategies to address areas of opportunity within Pilot Financial Operations
Implement improvements in operational and business KPIs for Financial OperationsRecommend and drive process improvements to maximize accuracy and efficiency within our offering
About You
We are looking for people who demonstrate these qualities:
1-2 years of relevant operational experience; previous experience in back‑office operations, startup operations, or a fast‑growing company environment is a plus
Experience with operational tools such as Gusto, Rippling, Bill.com, or similar platforms preferred
Advanced Excel skills with the ability to swiftly and effectively translate ambiguity into succinct outputs (Notion experience a plus)
Highly detail‑oriented with the ability to consume and process large amounts of operational information
Excellent verbal and written communication skills
High attention to detail and ability to deliver accurate, high‑quality outputs with minimal revisions
Highly entrepreneurial and able to thrive in an ambiguous, fast‑paced, and cross‑functional environment
Systematic thinker and able to carry out rigorous problem‑solving as a self‑starter
A proven ability to build strong collaborative working relationships with the immediate team
This position is only available for remote employment in the United States in the following states: CA, GA, NY, NC, TN, TX, and WA
About Pilot
Pilot launched in 2017 to bring the back office into the modern era. Pilot provides small businesses with dedicated finance experts - which Pilot hires as full‑time, U.S.-based employees - who learn the ins‑and‑outs of their business. Pilot integrates directly with the billing, banking, expense, and payroll systems customers already use. With a special blend of custom software and expert bookkeepers, Pilot delivers accurate, consistent bookkeeping and financial management and tax services that give entrepreneurs the freedom to focus on their business.
Pilot has over 2,000 customers and has raised over $170 million in financing from Sequoia, Index Ventures, Stripe, Bezos Expeditions, and Whale Rock. Our investors also include a long list of world‑class entrepreneurs, including Patrick and John Collison, Drew Houston, and Diane Greene. Our most recent funding round doubled our valuation to $1.2 billion - Meet Fintech's Newest Unicorn.
Why Pilot?
We invest in our employees' development and happiness because our employees are the keys to our success and ensuring happy customers
The opportunity to join a seasoned founding team that has led companies through two prior successful startups and acquisitions (by Oracle and Dropbox).
Flexible vacation/time‑off policy
All federal holidays are observed
Competitive benefits package including wellness benefits such as Spring Health, Headscape, One Medical, Aaptiv and Rightway
Parental leave for birthing or non‑birthing parents - 100% pay for 12 weeks
401(k) plan
The base pay range target for the role seniority described in this job description is $53,000 - $90,000 in most remote locations, and between $66,000 - $90,000 in San Francisco, CA and New York City, NY. Final offer amounts depend on multiple factors such as candidate experience and expertise, geographic location, total compensation, and market data. In addition to cash pay, full‑time regular positions are eligible for equity, 401(k), health benefits, and other benefits; some of these benefits may be available for part‑time or temporary positions.
Pilot commits to providing a work environment free of discrimination and harassment, as well as equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, or Veteran status. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. You may view all of Pilot's recruiting notices here, including our EEO policy, recruitment agency policy, recruitment scam notice, and important E-Verify information. You may view our job candidate privacy policy here.
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Finance service representative job in San Francisco, CA
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.
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$45k-77k yearly est. 2d ago
Customer Service Representative
Leotek Electronics USA LLC
Finance service representative job in San Jose, CA
About LEOTEK:
We are a leading provider of high-quality LED street, area, site, and traffic signal lighting solutions. We are committed to driving innovation and sustainability through our products, services, and customer support, serving both public and commercial sectors. We are currently transitioning into an IoT solutions and Data Management Systems (DMS) provider, leveraging street lighting technology and lighting grid infrastructure as its foundation.
About The Role:
The Customer Service Rep has responsibility for pre and post sales and logistics support to Independent Sales Representatives, Distributors, and Customers, and work with Production/warehouse to communicate delivery schedules to customers, answer general Inquiries, and supporting our Business Development Managers (BDMs) in the field to achieve total customer satisfaction and build customer relationships.
What You'll Do:
Responsible for much of the order fulfillment process including but not limited to order-related information requests, communicating delivery schedule, and coordination with other departments to ensure the company provides an accurate and high standard of delivery and customer service.
Respond to high volume of inquiries via e-mail or phone from business development managers, sales representatives, and customers regarding pricing, product features, product availability, company policies, and post sales issues.
Administer and enforce policies pertaining to pricing, sales orders, freight.
Coordinate with the Credit Team to set up new customers and release on credit hold orders.
Who You Are:
Bachelor's degree or relevant experience preferred.
5+ years order fulfilment/customer servicerepresentative, and/or sales operations experience in a technical, manufacturing environment.
Experience working with sales representatives in a high-volume product environment. SAP is a plus.
Excellent written and oral English communication skills.
LEOTEK Electronics USA LLC is an equal-opportunity employer and is committed to providing a workplace free from harassment and discrimination. We are committed to recruiting, hiring, training and promoting qualified people of all backgrounds, and make all employment decisions without regard to any protected status.
$32k-42k yearly est. 1d ago
Digital-First Client Relationship Banker
U.S. Bank 4.6
Finance service representative job in San Francisco, CA
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.
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$32k-38k yearly est. 1d ago
Superstar Sales Reps Only
California Deluxe Windows
Finance service representative job in Santa Clara, CA
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.
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$43k-80k yearly est. 1d ago
Sales Representative
Alliance Designer Products
Finance service representative job in San Francisco, CA
About the Company
We are looking for a self-motivated sales rep to join our highly successful team in the Bay Area market. Alliance Gator is the industry leader in the hardscape accessories market with worldwide distribution of its products. Our partners have come to depend on our superior quality products, hands-on service, and industry certified training. We are looking for self-motivated sales reps to join our highly successful team. Alliance is based in Montreal, Canada.
About the Role
Help to continue the growth of sales and training throughout the respective market with existing and new customers.
Responsibilities
Service and support existing customer base (national partners, dealers and contractors)
Expand and grow product sales within existing customer base
Cultivate new customers and end users
Support aggressive plan to promote Alliance products in the market
Present/facilitate industry certified training presentations
Conduct hands-on product demonstrations in classroom and job site settings
Qualifications
5 years building products sales experience or equivalent
4-year degree or equivalent background in the construction or hardscape industry
Required Skills
Excellent verbal and written communication skills
Demonstrated public speaking skills to audiences of 25-35+ attendees
Strong time management, organization and proper decision-making skills
50% travel within territory and occasionally to national trade shows and corporate meetings
Bi-lingual English-Spanish a must
Must be proficient with computer and CRM software
Must have passport and able to travel to Canada
Must own reliable vehicle for travel and transport product samples (company has vehicle allowance)
Must have valid driver's license, registration and proof of insurance
Occasional long-distance travel by car or air may be necessary; overnight travel 1-2 nights per week
Physical Requirements
Must be physically and mentally able to work 40+ hours per week, Monday through Friday
Must be able to lift/move and use 50 lbs of samples
Must be able to work on hardscape job sites and demonstrate proper use of products; provide technical guidance and hands-on support to end-users
Must reside in Bay Area
Pay range and compensation package
Base salary of $75,000 plus $1,100 monthly car allowance; benefits include health, dental, and 401K
$75k yearly 1d ago
Senior Crypto Credit Trader - Growth & Strategy
P2P 3.2
Finance service representative job in San Francisco, CA
A leading crypto solutions provider is seeking a Senior Credit Trader in San Francisco, California. This role requires deep expertise in credit markets and proven success in financial analysis and trading. The successful candidate will lead strategic initiatives to drive growth and collaborate with stakeholders. The expected base pay ranges from $162,000 to $219,000, plus performance bonuses and equity options, influenced by location and experience.
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$162k-219k yearly 5d ago
Strategic Finance Associate - GTM
Ziphq, Inc.
Finance service representative job in San Francisco, CA
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!
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$120k-160k yearly 2d ago
Strategic Finance Associate
Rippling
Finance service representative job in San Francisco, CA
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.
Strategic Finance at Rippling
Strategic finance at Rippling is responsible for financial planning, forecasting, headcount and budgeting, Board materials, investor relations, and business unit partnership. This function is responsible for setting near and long term financial targets, and then partnering closely with leaders across the whole company to execute on this plan. Rippling is a very complex and fast growing business, and the financial function is a critical thought partner to company leadership in making high ROI decisions to maximize long term stakeholder value.
About the role
Rippling is looking to hire an Associate to be based out of the New York or San Francisco offices. This role will work closely with the Strategic Finance leads in central FP&A, go-to-market, and business unit partnership in R&D and CX. The key responsibilities of the role will include a combination of: maintaining the companywide long-range planning model, conducting industry research to drive strategic insights, and supporting any fundraising / M&A initiatives. This role will be highly visible with senior leadership in business units across the company. The ideal candidate will have relevant experience in Finance at another high-growth technology company. Prior background in banking, consulting, or investing is preferred, though not required.
What you will do
Manage our long-range planning model and assess key levers that will generate the most impact to our financial profile
Maintain an active pulse of industry peers (HCM and other best-in-class SaaS companies) and share strategic insights with leaders in the business
Evaluate future Rippling opportunities (i.e. product areas, GTM channels etc.) by conducting marketing sizing / benchmarking, desktop research and expert calls
Conduct internal deep dive data analysis into important trends that influence our financial forecast. Use the results of these analyses to update the LRP, and partner with product and go-to-market teams to assess any implications for their strategies
Support any fundraising efforts and M&A initiatives
What you will need
4+ years of finance experience. Previous career experience in banking, consulting, or investing is preferred.
Bachelor's degree in Finance, Economics, Business, or a related field.
Strong analytical skills. This includes the ability to create financial models from scratch and an interest in conducting deep dive analysis to better understand key business drivers.
Self-starter. This individual should feel comfortable operating in a high growth environment, with a desire to take ownership of projects and drive them to completion with limited guidance.
Ability to collaborate with teams across the company. Strong oral and written communication skills, and the ability to work effectively with non-financial audiences.
Experience with Salesforce and SQL are a plus but are not required.
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 defined 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 - 168,000 USD per year (US Tier 1)
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$53k-104k yearly est. 3d ago
Senior Private Banker Associate for Growth & Strategy
Citigroup Inc. 4.6
Finance service representative job in San Francisco, CA
A major financialservices company is seeking an Associate Banker SAFE Act in San Francisco, CA. The role focuses on generating revenue growth and acquiring target clients, particularly in Investments. Candidates should have 6-10 years of experience, investment knowledge, and the ability to manage relationships. Responsibilities include sales strategy creation, prospecting, and client support. This full-time position offers a competitive salary range of $142,320 to $213,480 along with comprehensive employee benefits.
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$142.3k-213.5k yearly 5d ago
Learn more about finance service representative jobs
How much does a finance service representative earn in Pleasanton, CA?
The average finance service representative in Pleasanton, CA earns between $27,000 and $66,000 annually. This compares to the national average finance service representative range of $25,000 to $58,000.
Average finance service representative salary in Pleasanton, CA