CFO & Head of Capital Markets - Relocate to Los Angeles
Finance vice president job in Santa Rosa, CA
About the Role
Macdonald & Company has been exclusively retained by a privately held real estate investment firm to identify a strategic and execution-focused Chief Financial Officer & Head of Capital Markets. This dual-role executive will oversee all finance and accounting operations while leading capital raising efforts across institutional and high-net-worth channels. The role is part of the Senior Leadership Team and offers a path to partnership after three years based on performance.
Key Responsibilities
CFO Function:
Lead all financial operations including accounting, budgeting, treasury, audit, tax, and compliance
Manage internal controls, financial reporting, and investor communications
Advise the CEO and support long-term planning and growth strategy
Oversee financial statement preparation and cash flow analysis
Direct and mentor accounting and finance staff
Capital Markets Function:
Lead all equity and debt fundraising initiatives
Manage investor relationships, including family offices, institutions, and private clients
Oversee creation of offering materials, investor reporting, and presentations
Structure investment vehicles, analyze returns, and support the Investment Committee
Develop and execute strategies to expand the firm's investor base
Qualifications
8+ years of experience in real estate capital markets, accounting, and finance
Proven ability to raise capital and manage investor relationships
Strong technical proficiency in financial modeling and reporting
CPA, CMA, or MBA preferred
Experience with Yardi and advanced Excel required
Strong leadership, communication, and relationship management skills
Compensation
Competitive base salary, annual bonus, and meaningful profit participation. Partnership opportunity available after 3 years.
Vice President, Primary Casualty
Finance vice president job in Santa Rosa, CA
Vice President - General Liability, Territory Lead
Golden Bear Insurance Company (Hybrid)
About the Company
Golden Bear Insurance Company is a leading provider of Excess & Surplus (E&S) insurance solutions, specializing in complex, high-risk commercial accounts. Our dedicated team of underwriting professionals delivers customized coverage solutions across a broad range of industries. We pride ourselves on our entrepreneurial spirit, expertise, and commitment to service excellence.
About the Role
We are seeking an experienced underwriting manager to oversee primary casualty underwriting operations for our Western Territory. This leadership role will focus on managing a team of underwriters, driving profitability, and expanding our book of business in the region. The ideal candidate will have a strong background in E&S primary casualty underwriting, extensive broker relationships, and a proven ability to lead high-performing teams.
Responsibilities
Underwriting Leadership: Oversee and manage a team of primary casualty underwriters, ensuring adherence to underwriting guidelines and profitability objectives.
Portfolio Management: Develop and execute underwriting strategies to grow and maintain a profitable book of business in the Western Territory.
Broker Relationships: Cultivate and strengthen relationships with wholesale brokers, fostering long-term partnerships and driving new business opportunities.
Risk Assessment: Evaluate complex risks, set pricing strategies, and ensure appropriate risk selection in accordance with company guidelines.
Team Development: Mentor and train underwriters, fostering a collaborative and results-driven culture.
Market Intelligence: Monitor market trends, competitor activities, and regulatory developments to identify new opportunities and emerging risks.
Operational Excellence: Work closely with senior leadership to optimize underwriting processes, improve efficiency, and enhance service standards.
Qualifications
Experience: Minimum 7+ years of E&S commercial casualty underwriting experience, with at least 3 years in a management role.
Industry Knowledge: Strong expertise in general liability, products liability, and other primary casualty coverages for high-hazard risks.
Broker Relationships: Established network of wholesale brokers.
Leadership Skills: Demonstrated experience managing, coaching, and developing underwriting teams.
Analytical & Decision-Making: Strong risk assessment, pricing, and negotiation skills.
Strategic Thinking: Ability to develop and execute business plans to achieve growth and profitability goals.
Education: Bachelor's degree in business, finance, insurance, or a related field; CPCU, CIC, or other industry designations are a plus.
Pay range and compensation package
Competitive compensation package with performance-based incentives.
Comprehensive benefits, including health, dental, and vision insurance.
401(k) with company match.
Professional development opportunities.
Collaborative and entrepreneurial company culture.
Equal Opportunity Statement
Golden Bear Insurance Company is an equal opportunity employer and welcomes candidates from diverse backgrounds.
Financial Planning and Analysis Manager
Finance vice president job in Santa Rosa, CA
Camino Search is partnered with a rapidly scaling, technology-driven e-commerce company to appoint an FP&A Manager. The business has grown quickly and is building a high-performing finance function that can deliver strategic insight, strong operational partnership, and accurate forecasting in a fast-paced environment.
About the Role
Our client is seeking a highly strategic FP&A Manager to lead financial planning, partner cross-functionally, and strengthen the company's financial discipline during a period of rapid expansion. Reporting directly to the Head of Corporate Finance, this leader will oversee core planning processes, manage complex forecasting models, and provide actionable insights into margin performance, cost drivers, and operational efficiency. The role is hybrid and based in the San Francisco and Palo Alto area.
Key Responsibilities
✔ Lead the company's budgeting, forecasting, and long-range planning processes, ensuring alignment with strategic goals
✔ Manage, enhance, and oversee complex financial models across PCOGS, DDP, tariffs, supply chain cost structures, and unit economics
✔ Own Monthly Business Review reporting, delivering executive-level insights and performance narratives
✔ Partner strategically with merchandising, sourcing, production, planning, and procurement leaders to drive informed decision-making
✔ Conduct deep-dive margin, variance, and sensitivity analyses, identifying opportunities to improve profitability and operational leverage
✔ Improve financial systems, tools, and processes, strengthening visibility into cost drivers and operational KPIs
✔ Guide junior analysts or cross-functional stakeholders, elevating analytical rigor across the finance organization
✔ Translate complex financial data into clear, concise recommendations and influence decision-making at the senior leadership level
✔ Ensure data integrity, validate assumptions, and maintain strong financial governance across planning deliverables
Ideal Candidate Profile
🔹 ~8-10 years of experience in FP&A, strategic finance, or corporate finance within dynamic, high-growth environments
🔹 Strong modelling expertise with deep understanding of product cost economics, supply chain cost drivers, and unit economics
🔹 Advanced Excel or Google Sheets capability; familiarity with financial planning systems (Anaplan, Adaptive, NetSuite, or similar)
🔹 Background in e-commerce, retail, consumer goods, or other fast-moving, operationally complex industries
🔹 Strong grasp of GAAP, GL review, financial controls, and accounting fundamentals
🔹 Strong communication skills with the ability to influence executives and cross-functional leaders
🔹 Strategic thinker who is detail-oriented, highly analytical, adaptable, and comfortable with ambiguity
🔹 Proven track record of driving process improvement and elevating financial visibility in scaling organizations
Preferred
🔹 Master's Degree (MBA) or relevant certifications
🔹 Finance experience in a retail, e-commerce, consumer goods, or supply chain-driven industry
🔹 IB/Banking Experience
Finance Manager, Global Business Operations
Finance vice president job in San Francisco, CA
Get to know Okta Okta is The World's Identity Company. We free everyone to safely use any technology, anywhere, on any device or app. Our flexible and neutral products, Okta Platform and Auth0 Platform, provide secure access, authentication, and automation, placing identity at the core of business security and growth.
At Okta, we celebrate a variety of perspectives and experiences. We are not looking for someone who checks every single box - we're looking for lifelong learners and people who can make us better with their unique experiences.
Join our team! We're building a world where Identity belongs to you.
Okta is looking for a detail-oriented and analytically driven Finance Manager to join our Global Business Operations Finance team. This role is ideal for someone who thrives at the intersection of Finance, Operations, and Technology. You will play a critical role in managing budget, financial planning, reporting and operational cadence-ensuring the organization runs efficiently and stays aligned with its financial goals.
You will work closely with the Global Business Operations leadership team and cross-functional teams to promote fiscal responsibility and optimize resource allocation. Your ability to manage multiple inputs, meet deadlines, and deliver clear, actionable analysis will be critical in helping the Global Business Operations leadership stay focused and on track.
Key Responsibilities:
Financial Planning & Analysis
Serve as the primary finance partner for Business Technology, Company Operations, Revenue Operations, and Okta for Good teams.
Lead annual planning, quarterly forecasting, and month-end close processes for supported functions.
Develop and maintain financial models to track spend, headcount, and key performance metrics.
Deliver variance analysis and insights to leadership to inform decision-making and optimize resource allocation.
Support long-range financial planning by aligning goals and strategies with company priorities.
Collaborate with business leaders to assess investment opportunities, evaluate ROI, and manage budgets effectively.
Partner cross-functionally with Accounting, Procurement, Recruiting, and HR to ensure accuracy and alignment across systems and processes.
Identify and drive process improvements and automation opportunities to enhance financial efficiency and data accuracy.
Support business case development for technology investments, operational initiatives, and other strategic projects.
Required Qualifications:
Bachelor's degree in Finance, Accounting, Economics, or related field; MBA or CPA preferred.
5+ years of progressive finance experience, ideally in FP&A or business partnership roles within tech or SaaS environments.
Strong analytical and quantitative skills with the proven ability to synthesize complex financial and operational data into clear, concise, and actionable insights.
Exceptional organizational skills and meticulous attention to detail; demonstrated ability to manage and track multiple competing priorities, inputs, and deadlines effectively in a fast-paced environment.
Excellent communication (written and verbal) and interpersonal skills, with the ability to collaborate effectively and build relationships with diverse stakeholders across various levels, including senior leadership.
Experience supporting G&A or operations functions preferred.
Proficiency with financial systems (e.g., Anaplan, Oracle, NetSuite, or similar) and strong Excel/Google Sheets skills.
Proactive, resourceful, self-motivated, and able to operate with a high degree of autonomy.
Location Requirements:
Candidates must be located in or near one of the specified metropolitan areas: San Francisco Bay Area or Bellevue, WA
#LI-MK1
#LI-hybrid
P9772_2472590
Okta is an Equal Opportunity Employer.
The annual base salary range for this position for candidates located in the San Francisco Bay area is between: $140,000-$210,000 USD
Below is the annual base salary range for candidates located in California (excluding San Francisco Bay Area), Colorado, Illinois, New York and Washington. Your actual base salary will depend on factors such as your skills, qualifications, experience, and work location. In addition, Okta offers equity (where applicable), bonus, and benefits, including health, dental and vision insurance, 401(k), flexible spending account, and paid leave (including PTO and parental leave) in accordance with our applicable plans and policies. To learn more about our Total Rewards program please visit: ****************************
The annual base salary range for this position for candidates located in California (excluding San Francisco Bay Area), Colorado, Illinois, New York, and Washington is between:$125,000-$187,000 USD
What you can look forward to as a Full-Time Okta employee!
Amazing Benefits
Making Social Impact
Developing Talent and Fostering Connection + Community at Okta
Okta cultivates a dynamic work environment, providing the best tools, technology and benefits to empower our employees to work productively in a setting that best and uniquely suits their needs. Each organization is unique in the degree of flexibility and mobility in which they work so that all employees are enabled to be their most creative and successful versions of themselves, regardless of where they live. Find your place at Okta today! **************************************
Some roles may require travel to one of our office locations for in-person onboarding.
Okta is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, ancestry, marital status, age, physical or mental disability, or status as a protected veteran. We also consider for employment qualified applicants with arrest and convictions records, consistent with applicable laws.
If reasonable accommodation is needed to complete any part of the job application, interview process, or onboarding please use this Form to request an accommodation.
Okta is committed to complying with applicable data privacy and security laws and regulations. For more information, please see our Personnel and Job Candidate Privacy Notice at *********************************************
Auto-ApplyChief Financial and Operations Officer
Finance vice president job in Cobb, CA
ABOUT GREENPEACE Greenpeace is a global, independent campaigning organization that uses peaceful protest, creative communication and people power to expose global environmental problems and promote solutions that are essential to a green and peaceful future. In just the past year, we've secured a Global Oceans Treaty to protect wildlife and people who depend on healthy oceans. We persuaded the Biden Administration to phase out single-use plastics from federal operations. And we safeguarded healthy spaces, from national marine sanctuaries to bans on seabed mining to stopping liquefied national gas terminals poisoning Gulf Coast communities. Our work spans more than 50 years of fights and successes.
As an independent campaigning organization, Greenpeace does not accept funds from any corporations or government entities. The global Greenpeace network is headquartered in the Netherlands, with offices around the world in over fifty countries. Greenpeace USA is headquartered in Washington, DC.
Greenpeace USA CFOO Leadership Profile | BoardWalk Consulting Greenpeace USA is proud to partner with BoardWalk Consulting in our search for a Chief Financial and Operations Officer. We are seeking a CFOO who is an experienced, adaptive leader with a passion for environmental justice to lead in this demanding time. Learn more about this opportunity in the Leadership Profile: ******************* USgjw APPLICATION DIRECTIONS:
For potential consideration or to recommend a prospect, please email appropriate materials to ****************************** or call Michelle Hall, Patti Kish or Terri Kohan at ************. For the current status of this and other searches, please visit ****************************
If you want to save the world from climate change and believe in environmental and social justice, please submit an application on our careers page. Applications will be reviewed on a rolling basis and will conclude once we have found the best candidate.
Greenpeace is an Equal Opportunity Employer and does not discriminate on the basis of race, color, class, sex, gender, sexual orientation, disability, family/marital status, religion or other protected classes. We strongly encourage applications from marginalized communities. If you require assistance applying to this opportunity, please contact **************************.
Only applicants eligible to work and live in the United States without any legal restrictions need apply for this opportunity.
Auto-ApplyDirector, Student Financial Services
Finance vice president job in Sonoma, CA
APPLICATION REVIEW DEADLINE: October 21, 2025 Position is open until filled. Completed applications received by the application review deadline will be given priority consideration. It is the candidate's responsibility to be sure that ALL required materials noted under the application procedures section of this job announcement are submitted.
TENTATIVE TIMELINE:
The following timeline dates are tentative and subject to change, as determined by the Screening and Interviewing Committee.
* First Round of Interviews: Week of November 3rd, 2025
* Finalist Interviews:December 18th, 2025
* Desired Start Date: January 5th, 2026
Compensation/Benefits:
* Salary Range:$12,976.00 - $15,773.00 per month (24/25 Management Salary Schedule); maximum initial salary placement at mid-range, which is $14,306.00 per month(placement within this range is based on assessment of previous experience as documented in application materials). An additional 2% compensation will be added to the base salary for an earned doctorate degree.
* Fringe benefits: The District offers a competitive health & benefits package for employees and eligible dependents. You can learn more on our Benefits page.
* Leave/Holiday time:Management employees earn 1 day of sick leave and 1.8333 days of vacation for each month worked. They are also entitled to holidays recognized by the District (18 holidays/year).
* Retirement:Santa Rosa Junior College is a CalSTRS and CalPERS employer. Eligibility will be determined based on the regulations established by both agencies.
SCOPE OF POSITION:
Under the direction of the Vice President, Student Services/Assistant Superintendent, provide strategic leadership and administrative oversight for all aspects of student financial support services, including Title IV Federal and California State financial aid programs, institutional and outside scholarships, and veterans education benefits; ensure compliance with complex regulations, manage department budgets, and advance institutional goals related to access, equity, and student success as they relate to assigned areas; oversee financial aid related technology systems, staff development, and cross-departmental collaboration to deliver high-quality, student-centered services; serve as the institution's primary compliance officer for financial aid and veterans programs; inform the District regarding policy discussions and reporting.
Key Duties and Responsibilities
Examples of key duties are interpreted as being descriptive and not restrictive in nature. Incumbents routinely perform approximately 80% of the duties below.
* Provide strategic leadership and oversight for the administration of federal Title IV, California State, and institutional financial aid, scholarship, and veterans education benefit programs. Ensure full compliance with regulations and maintain institutional eligibility for audits, program reviews, and external assessments.
* Develop and maintain internal policies and procedures in alignment with updates from the department of Federal Student Aid, California Student Aid Commission (CSAC), and the California Community Colleges Chancellor's Office (CCCCO). Monitor legislative and regulatory changes impacting aid and veterans services.
* Direct the full lifecycle of financial aid operations, including application processing, eligibility determination, awarding, budget development, disbursement authorization, reconciliation, and return of funds (R2T4). Ensure timely and equitable delivery of aid and services to a diverse student population.
* Administer institutional and donor-funded scholarship programs in coordination with the SRJC Foundation.
* Direct the Veterans Affairs (VA) program, including certification of benefits, fund requests, reporting, and compliance with VA regulations. Provide guidance and support to veteran students and eligible dependents.
* Lead the implementation, enhancement, and maintenance of financial aid management systems and platforms. Collaborate with IT and vendors to ensure technology is current, efficient, and compliant. Oversee the development and evaluation of related applications and tools to support service delivery.
* Manage student appeals processes related to financial aid and veterans benefits. Make determinations in exceptional cases and ensure students receive responsive, student-centered support. Promote financial literacy, emergency assistance resources, and access to accurate and timely information.
* Recruit, train, supervise, and evaluate a diverse team across financial aid, scholarships, and veterans services. Promote a culture of professional development, regulatory literacy, inclusion, and collaborative service excellence.
* Develop, monitor, and manage budgets for financial aid, scholarships, and veterans services. Provide fiscal oversight, ensure compliance with institutional and external guidelines, and support long-term financial planning and resource development.
* Plan, organize, and assess short- and long-term initiatives and programs. Lead department-wide program reviews, assess student learning and service outcomes, and utilize data for continuous improvement and strategic alignment.
* Ensure timely and accurate submission of federal, state, and institutional reports, including FISAP, ECAR, IPEDS, MIS, and CSAC reconciliations. Leverage data analytics to track awarding trends, support strategic planning, inform equity initiatives, and maintain accountability.
* Leverage data analytics to track awarding trends, inform strategic planning, support equity initiatives, and maintain accountability.
* Direct the preparation, retention, and confidentiality of student financial aid, scholarship, and veterans records. Maintain and ensure compliance with local, state, and federal privacy laws and institutional protocols for information security, recordkeeping, and data destruction.
* Serve as a liaison and advocate across campus and with external agencies.
* Maintain effective communication with students, faculty, staff, and partner organizations to support coordinated services and continuous improvement.
* Collaborate with key departments including Admissions & Records, Counseling, EOP&S, Academic Affairs, Finance and Administrative Services, and the SRJC Foundation.
* Represents the District at local, regional, state, and national conferences and meetings
* Participates in the Participatory Governance process and makes presentations to the Board of Trustees and other groups.
* Demonstrates sensitivity to and understanding of historically minoritized groups and participates in professional development activities to support an inclusive environment in the Student Financial Services office, and across the District.
KNOWLEDGE OF:
* Advance knowledge of federal, state, and local financial aid programs and regulations and associated needs analysis, award packaging processes and procedures.
* Scholarship management criteria.
* Student Information systems and financial aid technology platforms.
* Financial planning, forecasting, and budget oversight.
* Strong interpersonal, verbal, and written communication competencies
* Leadership best practices in team supervision, professional development, and performance management.
* Knowledge of relevant federal and state regulations including FERPA and IRS.
* Collaborative relationship-building and conflict resolution skills with diverse stakeholders.
* Knowledge of lived experiences of students from diverse academic, socioeconomic, cultural, disability, gender, and ethnic communities.
ABILITY TO:
* Ensure compliance with Federal, State and local policies.
* Oversee the administration of Title IV, State and institutional aid funds.
* Effectively train, supervise and evaluate the performance of assigned staff.
* Communicate effectively both orally and in writing.
* Interpret, apply and explain rules, regulations, policies and procedures.
* Foster a team-oriented environment through effective communication and mutual respect.
* Utilize current office technologies and software platforms effectively in a professional setting.
* Assess operational or student-centered challenges and make data-informed decisions.
* Demonstrate reliability in delivering high-quality work within established timeframes.
* Exercise initiative and autonomy in managing responsibilities with minimal supervision.
* Effectively plan, prioritize, and organize workflows to support operational efficiency and strategic objectives.
* Ensure proper documentation practices per institutional policies and regulatory standards.
* Demonstrate sensitivity and ability to engage respectfully with individuals from diverse backgrounds, experiences, and perspectives.
Minimum Qualifications
Candidates/incumbents must meet the minimum qualifications as detailed below, or file for equivalency. Equivalency decisions are made on the basis of a combination of education and experience that would likely provide the required knowledge and abilities. If requesting consideration on the basis of equivalency, an Equivalency Application is required at the time of interest in a position (equivalency decisions are made by Human Resources, in coordination with the department where the vacancy exists, if needed.)
Education:
Bachelor's degree; preferably in education, finance, business, or related field. Master's Degree preferred.
Experience:
5-7 Years of progressive leadership or supervisory experience in student financial aid programs and extensive leadership experience in a financial aid office.
Application Procedures
To be considered for this recruitment, applicants must provide the following:
* A completed Santa Rosa Junior College/GovernmentJobs.com Employment Application and responses to Agency-wide Questions.
* Contact information (phone number and email address) for three professional references. One reference must be from a current or previous supervisor.
* A brief cover letter.
* Current resume.
* A written response to the diversity supplemental question.
* Copies of transcripts of all college-level coursework. Transcripts must state that the Degree(s) has been conferred or awarded.
* If transcripts are from an institution outside of the United States, applicant must provide a formal evaluation by a credential evaluation service accredited by the National Association of Credential Evaluation Services of their international degree(s) at the time of application. For further details on SRJC requirements on Foreign Degrees, please see Foreign Degree Requirements.
* If you do not possess minimum qualifications as noted under the Minimum Qualifications Section above, you must complete and attach the Management Equivalency Application(Download PDF reader) and supporting documents, including narrative synopsis, to your employment application.
PLEASE SUBMIT ONLY MATERIALS REQUESTED.
CONDITIONS OF EMPLOYMENT
* Successful applicants must provide proof of eligibility to work in the United States.
* Successful completion of background check including Live Scan and Tuberculosis (TB) assessment/screening.
* If selected for the position, official transcripts must be submitted prior to employment.
* Must be willing to work on-site as determined by the department (the Sonoma County Junior College District does not offer 'remote only' assignments).
* Within 6 months of employment, must complete required District trainings on topics such as Sexual Harassment and Abusive Conduct Prevention, and Title IX.
ADDITIONAL INFORMATION
* Sonoma County Junior College District will notsponsor any visa applications.
* Applicants must be available for interviews at Santa Rosa Junior College at no cost to the District.
* Applicants who have disabilities may request that accommodations be made to complete the selection process by contacting the Office of Human Resources directly at **************.
* Clery Report: Crime awareness and security information are available from District Police. (Public Law 101-542). The Clery Report can be found here.
* An applicant who attempts to contact individual Board members or members of the screening committee with the intent of influencing the decision of the committee or the Board, will be disqualified. General inquiries regarding the position and/or District employment should be directed to the Human Resources Department.
ABOUT THE SONOMA COUNTY JUNIOR COLLEGE DISTRICT
Santa Rosa Junior College (SRJC) is a public single college district located in Sonoma County, California and serves the County of Sonoma and portions of Marin and Mendocino counties. Sonoma County is rich in history, beauty, and culture and is an excellent choice for a place to live and work. The District is designated as a Hispanic-Serving Institution, reflecting the great responsibility to the educational attainment and economic well-being of the surrounding community. The District prides itself on being an inclusive, diverse, and sustainable community that fosters the growth and development of its students, faculty, and staff. SRJC is a unique institution in a unique environment. SRJC serves approximately 22,000 students each semester and is committed to inclusion, diversity, equity, anti-racism, and accessibility.
Santa Rosa Junior College has been an integral part of the Sonoma County community and its rich history, beauty and culture for more than 100 years. The District has two campuses, located in Santa Rosa and Petaluma, California, two centers, a Public Safety Training Center located in Windsor, California, and the Robert Shone Agricultural Center located in Forestville, California, and SRJC Roseland in Southwest Santa Rosa. Students may choose from over 100 associate degree majors and certificate programs, complete courses toward the first two years of a bachelor's degree program or pursue courses for other professional or personal reasons.
Please see the following Online Resources to learn more about SRJC:
* Office of the President
* Student Services
* Accreditation
* SRJC Factbook
* District Mission, Vision, & Values
* SRJC Strategic Plan
Non-Discrimination
The Sonoma County Junior College District does not discriminate on the basis of race, religious creed, color, national origin, ancestry, ethnic group identification, physical disability, mental disability, medical condition, genetic condition, marital status, sex, gender, gender identity, gender expression, genetic information or sexual orientation in any of its policies, procedures or practices; nor does the District discriminate against any employees or applicants for employment on the basis of their age. This non-discrimination policy covers admission, access and treatment in District programs and activities--including but not limited to academic admissions, financial aid, educational services and athletics--and application for District employment.
The Sonoma County Junior College District is an equal opportunity employer. The policy of the District is to encourage applications from persons who are economically disadvantaged and individuals belonging to significantly underrepresented groups within the District's workforce, including ethnic and racial minorities, women, and persons with disabilities. No person shall be denied employment because of ethnicity or race, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression, age, marital status, sexual orientation, veteran or military status, or political or organizational affiliation.
For more information about Title IX, please refer to District Board Policy 3433andAdministrative Procedure 3434, which outlines our commitment to proactive measures in preventing sexual harassment and ensuring a respectful and inclusive community for all.
Accounting Director
Finance vice president job in Larkspur, CA
Job Description
The Accounting Director oversees and controls all aspects accounting operations, ensuring accurate financial reporting, robust internal controls, and regulatory compliance. This role combines oversight of all accounting tasks with strategic leadership in financial planning and policy development. The Accounting Director has full responsibility for the consolidation of the real estate funds managed by the Company, the financial operations of the management company including budgeting & forecasting, cash management, and companywide financial reporting. In addition to technical skills, the Accounting Director will contribute his or her strategic knowledge to major aspects of the company's real estate life cycle, including acquisitions, dispositions, refinancing, etc.
The Accounting Director interacts regularly with external stakeholders, the Accounting teams at each of our hotels, and professionals in the Asset Management, Finance, and Acquisitions teams as well as with the company's leadership team. The ideal candidate has excellent communication skills, is detail-oriented, and enjoys problem-solving in an energetic and dynamic environment. The Accounting Director is supported by four team members and, together with the Tax Director, reports to the SVP of Finance & Administration.
Primary Responsibilities
•Direct the preparation and timely completion of monthly, quarterly, and annual financial statements in accordance with GAAP
•Analyze financial data to identify trends, variances, and opportunities for process improvements
•Develop, document, and enforce accounting policies, procedures, and internal controls
•Establish reporting processes & timelines for different managers of independent and branded hotels (Marriott/Hilton/Hyatt/IHG)
•Supervise monthly reporting process of our hotels and maintain collaborative relationships with the Directors of Finance throughout our hotel portfolio
•Oversee complex accounting aspects of real estate transactions, such as tax credit syndication structures and joint ventures
•Coordinate and manage the year-end close process, ensuring accuracy and adherence to deadlines
•Serve as primary liaison with external auditors & coordinate all financial statement audits
•Lead, mentor, and develop team members through fostering a culture of continuous improvement and professional growth
•Manage the annual budgeting process and periodic forecasts for the management company
•Oversee all cash management practices, including capital contributions, investor distributions, and cash transactions related to the company's loan portfolio
Qualifications
•Minimum Bachelor's degree in a relevant field, e.g., Accounting, Finance, etc.
•CPA license preferred
•Approx. 10-15 years of progressive accounting experience, including leadership experience
•Strong proficiency of GAAP, internal controls, and financial reporting concepts
•Prior experience with fund accounting, consolidation accounting, real estate investmenttrusts (REITs), and leasing structures
•Accounting experience in the hotel & restaurant industry is preferred but not required
•Advanced knowledge of Microsoft Office products
•Comprehensive knowledge of ERP systems, e.g., Yardi Voyager, NetSuite, JD Edwards, etc.
•Strong analytical, communication, and project-management skills
What We Offer
The salary and related benefits for this position are competitive within the Greater San Francisco market and provide for opportunities to participate in bonus and long-term incentive programs depending on experience and individual performance.
•Competitive base salary• Annual bonus •Long-term incentive programs depending on experience and performance• Comprehensive health benefits, including medical, dental and vision coverage options; most coverage options for employees are 100% employer-paid, plus subsidies for qualifying dependents•401(k) plan with employer match, no vesting restrictions• Generous monthly commute allowance; tax-free commute and flexible spending account programs, as applicable• Long-term disability and life insurance, both 100% employer-paid •Flexible time-off policy
Finance Manager - Operating Company
Finance vice president job in San Francisco, CA
Evergreen Services Group is a San Francisco-based holding company that acquires and operates B2B services companies across North America. Since its founding in late 2017, Evergreen has completed 100+ acquisitions across Managed IT Services, Cybersecurity, ERP Software Partners and Government Services. We are driven by a people-first mission to be the best home for businesses and their leaders, by marrying capital allocation with inspired operations.
The Evergreen holding company team is comprised of 40+ professionals based in San Francisco who are focused on capital allocation, M&A, executive level hiring, strategic board leadership, and finance and accounting. Evergreen is a uniquely long-term oriented holding company that seeks to hold and grow businesses indefinitely rather than follow the 5-7 year holding period of a typical private equity fund. This allows us to take a truly long-term view on performance and people. Evergreen is backed by Alpine Investors, a leading private equity firm focused on the services and software industries with $16B+ in AUM.
Job Description:
As Finance Manager at an Evergreen-backed operating company, you will be the financial leader for the business. You will lead FP&A and accounting and participate in M&A integration as a core strategic partner in the business. Placed at one of our newly acquired operating companies in the wealth management space, you will be a boots-on-the-ground leader transforming and then managing the finance and accounting functions to meet Evergreen's reporting requirements. You will report directly to the operating company's COO and work with the cross-functional leadership team to manage the business to achieve growth targets. You'll regularly engage with the industry vertical leadership teams on company-wide initiatives, gaining firsthand exposure to the requirements of a private equity-backed company.
We're looking for smart, ambitious, and gritty finance professionals with a desire to lead a finance function at one our operating companies.
Location: San Francisco Bay Area
Responsibilities:
Stand-up financial and operational processes and procedures that meet Evergreen's post-acquisition reporting and internal control requirements
Facilitate a transition of the routine accounting function to the shared service center
Deliver timely and accurate financial reporting monthly to the Board in compliance with GAAP accounting standards
Create actionable and insightful financial analysis to help drive the right strategic decisions and efficiently allocate capital
Develop accurate financial forecasts, lead annual budgeting process, and proactively manage the financial health of the business to these forecasts and budgets
Work with the COO to deliver business performance that is repeatedly tracking to expected growth targets
Requirements:
Demonstrated leadership experience and ability to persevere through adversity
Strong financial acumen and demonstrated success in highly analytical roles
Ability to work independently and cross-functionally
Humble, accountable, and growth-minded
Positive attitude, high EQ, and natural competitive intensity
Ownership mindset and willingness to roll-up your sleeves
Excitement about being a finance leader for the long-term
MBA, CPA, or CFA is a plus
Public accounting experience a plus
We encourage you to apply even if you feel that you do not meet all of the above qualifications. Frequently cited statistics show that women and underrepresented groups apply to jobs only if they meet 100% of the qualifications. Evergreen encourages you to break that statistic and to apply. No one ever meets 100% of the requirements. We look forward to your application!
DIVERSITY, EQUITY, & INCLUSION AT EVERGREEN
At Evergreen, we acknowledge that an emphasis on diversity, equity, and inclusion (“DE&I”) is essential to hiring phenomenal people. To create the best home for businesses and spark success at our firm and throughout our portfolio, we aim to establish an environment where every person is welcomed, accepted, and empowered to excel in their role. These beliefs run true to our People-first philosophy, which emphasizes attributes over experience, we strive to recruit and work with those from a range of backgrounds, which drives creativity and innovation. At Evergreen, we recognize that we must continue to improve and expand and we are enthusiastic about maintaining Evergreen as one of the best places to work by ensuring a culture of inclusion and allowing everyone an unbiased opportunity to grow.
Compensation
A competitive compensation package will be offered alongside a benefits package including full medical and dental coverage, unlimited PTO, 401(k) match, family planning support, and much more.
Evergreen Services Group is proud to be an Equal Opportunity and Affirmative Action Employer. We evaluate qualified applicants without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law. As an equal opportunity employer, we offer competitive compensation packages, robust benefits and professional growth opportunities aimed at helping to improve our employees' lives and careers.
Auto-ApplyDirector, Transaction Advisory Services - Software Financial Due Diligence
Finance vice president job in San Francisco, CA
The Transaction Advisory Services (TAS) Director is an essential team member that will work to ensure financial due diligence engagements are executed timely and that client expectations are met, if not exceeded and support the overall delivery of the national TAS strategy.
The TAS Director will lead multiple client engagement teams, supporting all elements of execution as well as developing and maintaining client relationships. The TAS Director will also assume practice development responsibilities, including business development, risk management, resource planning, performance management, and cross-selling other BDO services. A qualified candidate should have excellent leadership and technical skills, be results oriented, and have a tenacious work ethic.
Job Duties:
* Leads client engagement teams throughout every aspect of project deliverable and ensures effective and efficient delivery of quality services
* Examines complex deal related issues and provide appropriate insight into deal specific matters, including but not limited to quality of earnings adjustments, pro-forma/normalization calculations, working capital analysis and definition, debt and debt-like analysis, warranties & indemnities, sale and purchase agreement review
* Leads the full spectrum of transaction advisory work in multiple engagements including buy-side and sell-side mandates
* Sets standards for quality/consistency and bring sophistication to client engagements
* Coaches and mentors' staff in key areas, including detailed due diligence, critical decision making, report writing, and project management
* Works with engagement teams to compose and otherwise review due diligence reports for presentations to clients evaluating M&A decisions
* Ensures client expectations are met, maintains client relationships, and identifies and resolves client issues /concerns
* Leverages BDO's firm wide capabilities beyond TAS during client engagements
* Assists in identifying risks and issues related to the transaction and effectively communicate to clients
* Works alongside TAS practice leadership to further develop practice initiatives and strategy
* Identifies and pursues business development opportunities through industry and networking relationships
* Leads the development of proposal documents and conducts presentations in pursuit of acquiring new clients
* Partners with management members of BDO offices to identify and promote the services of the Transaction Advisory Services practice to existing and perspective clients
* In conjunction with the Principal/Managing Director, provides verbal and written performance feedback to TAS team members throughout the fiscal year and as part of the annual performance review process
* Other duties as required
Qualifications, Knowledge, Skills and Abilities:
Education:
* Bachelor's degree in Accounting, Business Administration, or Finance, required
* MBA, preferred
Experience:
* At least eight (8) years of prior financial statement related professional services experience, required, of which:
* Five (5) or more years have been spent in a dedicated TAS environment, to include complex national and multi-national buy and sell side transactions, required
* Carve-out experience, preferred
* Prior experience interacting and working directly with C-level personnel, preferred
* Big 4 or other top tier consulting firm experience, preferred
License/Certifications:
* CPA, preferred
Software:
* Strong Excel, Word and PowerPoint skills, required
Other Knowledge, Skills & Abilities:
* Excellent project management and communication skills, as well as a sense of urgency and drive to help the company service its clients
* Demonstrated ability to lead engagements, support/supervise staff and respond to client needs
* Solid knowledge of technical accounting areas such as US GAAP
* Exhibit an executive presence and strong business acumen
* Strong verbal and written communication skills, specifically business writing aptitude
* Proven ability to initiate and maintain solid relationships with all levels of client personnel, as well as utilizing network and industry relationships to identify business development opportunities
* Capable of working in a demanding, deadline-driven environment either independently or within a team dynamic while effectively managing unexpected issues and/or questions in a professional manner
* Ability to travel as needed
Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography.
National Range: $180,000 - $280,000 Maryland Range: $180,000 - $280,000
NYC/Long Island/Westchester Range: $180,000 - $280,000
Finance Director
Finance vice president job in San Francisco, CA
Who are we? Our mission is to scale intelligence to serve humanity. We're training and deploying frontier models for developers and enterprises who are building AI systems to power magical experiences like content generation, semantic search, RAG, and agents. We believe that our work is instrumental to the widespread adoption of AI.
We obsess over what we build. Each one of us is responsible for contributing to increasing the capabilities of our models and the value they drive for our customers. We like to work hard and move fast to do what's best for our customers.
Cohere is a team of researchers, engineers, designers, and more, who are passionate about their craft. Each person is one of the best in the world at what they do. We believe that a diverse range of perspectives is a requirement for building great products.
Join us on our mission and shape the future!
Why this role:
We are looking for an exceptional and highly experienced Finance Director to be a critical partner to our leadership team. With 15+ years of progressive finance and operations experience, the ideal candidate will be a seasoned leader who can blend traditional financial rigor with the agility and foresight required in a high-growth environment. You will own and drive business-critical analyses, and prepare Cohere for growth and scale.
In this role you will manage:
* Strategic Partnership & Analysis:
* Lead the financial evaluation and structuring of all major strategic partnerships; connect the dots between cross-functional stakeholders to drive successful partnerships.
* Collaborate with the Sales, Business Development and Legal teams to define financial terms, performance milestones, and payout structures that align partner incentives with the company's long-term financial goals.
* Develop robust financial models to forecast the revenue, cost, and ROI of new and existing partnerships, quantifying their impact on key metrics like CAC and LTV, ROIC.
* Monitor and track the financial performance of partnerships post-execution, ensuring compliance with contractual financial obligations and contributing to annual partner performance reviews.
* Executive & Board Reporting:
* Drive quarterly board meeting preparation including working closely with the Office of the CEO and cross functional stakeholders.
* Lead financial elements of executive reporting, including Board staples, quarterly results, KPIs, etc.
* Manage investor communications, including required reporting and management updates and maintain up to date list of key contacts, working closely with the Communications team.
* Financial decision support and project management:
* Partner closely with members of the FP&A team to drive the annual planning process in alignment with fundraising and other financing goals.
* Partner with leadership and strategy on fundraising efforts.
* Establish and oversee Finance PMO (Project Management Office), which aims to implement financial governance, standardization, and process excellence across strategic initiatives such as:
* IPO readiness
* Establishing the deal desk in partnership with the strategy team
You may be a good fit if you have:
* 15+ years of experience in an FP&A, Corporate Finance or Strategic Finance within public and/or high-growth private companies, or a combination of education and experience
* 3+ years of proven leadership experience
* Ability to influence and communicate with various stakeholders including the executive team, Board, and investors
* Exceptional analytical skills to take complex business problems and drive to strategic outcomes
* Excellent financial modeling experience and skills
* BA/BS required in Accounting, Finance, or related field; MBA a plus
If some of the above doesn't line up perfectly with your experience, we still encourage you to apply!
We value and celebrate diversity and strive to create an inclusive work environment for all. We welcome applicants from all backgrounds and are committed to providing equal opportunities. Should you require any accommodations during the recruitment process, please submit an Accommodations Request Form, and we will work together to meet your needs.
Full-Time Employees at Cohere enjoy these Perks:
An open and inclusive culture and work environment
Work closely with a team on the cutting edge of AI research
Weekly lunch stipend, in-office lunches & snacks
Full health and dental benefits, including a separate budget to take care of your mental health
100% Parental Leave top-up for up to 6 months
Personal enrichment benefits towards arts and culture, fitness and well-being, quality time, and workspace improvement
Remote-flexible, offices in Toronto, New York, San Francisco, London and Paris, as well as a co-working stipend
️ 6 weeks of vacation (30 working days!)
Director of Technical Accounting Policies
Finance vice president job in San Francisco, CA
About the Team
OpenAI Finance is responsible for ensuring the organization is set up for success in pursuit of its mission. Our Controllership is responsible for providing accurate and timely financial information for our stakeholders. We aim to build best-in-class processes and systems that will scale with our business as it grows.
About the Role
As a Director of Technical Accounting Policies, you'll focus on documenting cutting-edge, novel technical accounting issues. You'll research and analyze complex one-time transactions, while also refreshing and documenting policies for standard processes. Examples of complex transactions may include non-standard revenue contracts, stock-based compensation, operating and finance leases, and acquisition of assets.
This role is based in San Francisco, CA. We use a hybrid work model of 3 days in the office per week and offer relocation assistance to new employees.
In this role, you will:
Review complex accounting transactions and document novel accounting conclusions.
Translate accounting conclusions into accurate month-end journal entries and quarterly footnote disclosures.
Enhance current database of technical policy memos to improve completeness of documentation.
Maintain technical policy memos and update documentation on a quarterly basis.
Scope and implement the accounting implications of unique transactions, in partnership with the controllership and tax teams.
You might thrive in this role if you have:
CPA, CA, or equivalent accounting qualification.
15+ years of progressive experience in public accounting firms and/or accounting leadership roles in technology company environments.
Prior experience in a public accounting firm with a managerial or senior managerial role (preferred).
Experience with both public and hyper-growth private SaaS companies.
A strong foundation in technical accounting, with proficiency in US GAAP and experience handling complex audit areas.
Demonstrated ability in managing and supporting high-velocity, cross-functional teams on impactful projects.
Exceptional problem-solving capabilities, strategic thinking, and the ability to work in a fast-paced, innovative environment.
About OpenAI
OpenAI is an AI research and deployment company dedicated to ensuring that general-purpose artificial intelligence benefits all of humanity. We push the boundaries of the capabilities of AI systems and seek to safely deploy them to the world through our products. AI is an extremely powerful tool that must be created with safety and human needs at its core, and to achieve our mission, we must encompass and value the many different perspectives, voices, and experiences that form the full spectrum of humanity.
We are an equal opportunity employer, and we do not discriminate on the basis of race, religion, color, national origin, sex, sexual orientation, age, veteran status, disability, genetic information, or other applicable legally protected characteristic.
For additional information, please see OpenAI's Affirmative Action and Equal Employment Opportunity Policy Statement.
Background checks for applicants will be administered in accordance with applicable law, and qualified applicants with arrest or conviction records will be considered for employment consistent with those laws, including the San Francisco Fair Chance Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the California Fair Chance Act, for US-based candidates. For unincorporated Los Angeles County workers: we reasonably believe that criminal history may have a direct, adverse and negative relationship with the following job duties, potentially resulting in the withdrawal of a conditional offer of employment: protect computer hardware entrusted to you from theft, loss or damage; return all computer hardware in your possession (including the data contained therein) upon termination of employment or end of assignment; and maintain the confidentiality of proprietary, confidential, and non-public information. In addition, job duties require access to secure and protected information technology systems and related data security obligations.
To notify OpenAI that you believe this job posting is non-compliant, please submit a report through this form. No response will be provided to inquiries unrelated to job posting compliance.
We are committed to providing reasonable accommodations to applicants with disabilities, and requests can be made via this link.
OpenAI Global Applicant Privacy Policy
At OpenAI, we believe artificial intelligence has the potential to help people solve immense global challenges, and we want the upside of AI to be widely shared. Join us in shaping the future of technology.
Auto-ApplyDirector, Transaction Services | Financial Due Diligence | Corporate Finance & Restructuring
Finance vice president job in San Francisco, CA
Who We Are FTI Consulting is the world's leading expert-driven consulting firm. Over the last 40 years, FTI Consulting experts have served as the trusted advisor to Fortune 500 companies and the world's leading law and private equity firms when they are facing their greatest opportunities and challenges. Our strong performance and continued success are a direct reflection of the ambition, energy, and commitment of our talented professionals across the globe to make a positive impact for our clients and communities.
At FTI Consulting, you'll be inspired and empowered to make an impact on headline matters that change history. Working side by side with the world's leading experts in your field, you'll be surrounded by an open collaborative culture that embraces diversity, recognition, professional development and most importantly, you.
There's never been a more exciting time to join FTI Consulting and this is where you will do the most exciting and fulfilling work of your career.
Are you ready to make an impact?
About the Role
FTI Consulting is seeking a Senior Consultant to join our growing Transactions Financial Due Diligence team. Our Financial Due Diligence team is aligned with FTI Consulting's Corporate Finance & Restructuring organization.
In FTI Consulting's Corporate Finance & Restructuring organization, we focus on our clients' strategic, operational, financial and capital needs by addressing the full spectrum of financial and transactional opportunities faced by corporations, boards, private equity sponsors, creditor constituencies and other stakeholders.
The Transactions Financial Due Diligence team offers competitive advice and support by evaluating the risk/return considerations in all stages of the deal continuum.
Areas of focus include: Quality of Earnings (EBITDA), Working Capital, Quality of Net Assets, Forecast, Debt and Debt Like Items, Customer/Product/Channel/Category sales and margins, inventory costing and bill of materials.
What You'll Do
The Director collaborates with our clients and internal project teams across the entire deal life cycle. You will use your strategic style, cross-functional expertise, and deal skills to:
* Provide financial and accounting related consulting services in the Corporate Finance practice areas
* Prepare, review, and evaluate historical and pro forma financial information to assess trends and fluctuations that may impact cash flow and deal valuation
* Perform industry and company research and assist in preparing reports and schedules that will be delivered to clients and other parties
* Provide support and direction to maintain communication with clients and staff members on engagements, while updating senior team members on progress and issues
* Network and build internal relationships with members of the Transaction team and other FTI Consulting service areas
How You'll Grow
This is an excellent opportunity to enhance and expand your transactions and buy and sell-side deals experiences, project management and delivery, and leadership experience. You will work closely with our internal teams and diverse clients across various industries to continue to grow in new and complex areas and technologies.
Basic Qualifications
* Bachelor's Degree in Accounting, Finance, Informational Systems, Economics, or related field of study
* CPA Certification
* 5+ years of post-graduate combined professional experience
* Ability to travel to clients and FTI office(s) as needed
* Applicants must be currently authorized to work in the United States on a full-time basis; this position does not provide visa sponsorship
Preferred Qualifications
* Experience with the financial due diligence process and financial modeling
* Client or industry experience in one or more of the following: Manufacturing, Retail, Consumer Goods, Technology, Media, or Energy
* Knowledge of GAAP and SEC requirements
* Proficiency in MS Excel, PowerPoint, and full MS Office suite
#LI-Hybrid
#Forte
#LI-EB2
Total Wellbeing
Our goal is to support the wellbeing of you and your families-physically, emotionally, and financially. We offer comprehensive benefits such as the following:
* Competitive total compensation, including bonus earning potential
* Full package of benefits plans, including medical, dental, and vision coverage along with life and disability insurance
* Generous paid time off and holidays
* Company matched 401(k) retirement savings plan
* Potential for flexible work arrangements
* Generous paid parental leave with available planning tools, virtual expert coaching services and flex return support.
* Family care benefits, including back-up child/elder care
* Employee wellness platform
* Employee recognition programs
* Paid time off for volunteering in your community
* Corporate matching for charitable donations most important to you
* Make an impact in our communities through company sponsored pro bono work
* Professional development and certification programs
* Free in-office snacks and drinks
* Free smartphone and cellular plan (if applicable)
* FTI Perks & Discounts at retailers and businesses
* Upscale offices close to public transportation
About FTI Consulting
FTI Consulting, Inc. is the leading global expert firm for organizations facing crisis and transformation, with more than 7,900 employees located in 32 countries and territories. Our broad and diverse bench of award-winning experts advise their clients when they are facing their most significant opportunities and challenges. The Company generated $3.49 billion in revenues during fiscal year 2023. In certain jurisdictions, FTI Consulting's services are provided through distinct legal entities that are separately capitalized and independently managed. FTI Consulting is publicly traded on the New York Stock Exchange. For more information, visit ********************* and connect with us on Instagram and LinkedIn.
FTI Consulting is an equal opportunity employer and does not discriminate on the basis of race, color, national origin, ancestry, citizenship status, protected veteran status, religion, physical or mental disability, marital status, sex, sexual orientation, gender identity or expression, age, or any other basis protected by law, ordinance, or regulation.
Compensation Disclosure: Actual compensation is determined based on a wide array of relevant factors including market considerations, business needs, and an individual's location, skills, level of experience, and qualifications.
Additional Information
* Job Family/Level: Op Level 3 - Director
* Citizenship Status Accepted: Not Applicable
* Exempt or Non-Exempt?: Exempt
Compensation
* Minimum Pay: 109000
* Maximum Pay: 283000
Director of Business Operations, Solutions Led Sales
Finance vice president job in San Francisco, CA
Our Company Changing the world through digital experiences is what Adobe's all about. We give everyone-from emerging artists to global brands-everything they need to design and deliver exceptional digital experiences! We're passionate about empowering people to create beautiful and powerful images, videos, and apps, and transform how companies interact with customers across every screen.
We're on a mission to hire the very best and are committed to creating exceptional employee experiences where everyone is respected and has access to equal opportunity. We realize that new ideas can come from everywhere in the organization, and we know the next big idea could be yours!
The opportunity:
The Director of Business Operations will report to the VP, Solution-Led and Select Markets in Sales Americas. This individual will partner with cross-functional teams and leadership business operations counterparts in the sales organization to lead and drive pivotal initiatives and ensure sales readiness within this segment of our Sales Americas organization.
The successful candidate will serve as a liaison between sales and other departments (Marketing, Product, Finance, Legal, etc.) to ensure alignment and remove roadblocks. They will play a pivotal role in managing and enhancing day-to-day operational activities, and implementing business and change management strategies to support the VP and our evolving business goals. This leadership role requires a blend of critical thinking, operational proficiency, project management, and effective communication skills to facilitate smooth transitions and improvements across the sales organization.
What you'll do:
Communications & Customer Engagement
* Develop and deliver clear, compelling talking points and messaging for customer meetings, executive briefings, and strategic engagements.
* Coordinate with internal teams to proactively identify gaps in readiness and ensure teams have what they need to be successful.
* Prepare executive-level presentations and briefings for internal and external customers.
Strategy & Change Management
* Build strong sales leadership partnerships to translate business strategy into actionable plans and communications that drive alignment and execution.
* Lead change management initiatives that support growth, transformation, and operational excellence.
Programs & Cadence Management
* Drive the operational rhythm through the planning and execution of key leadership meetings, including weekly staff meetings, QBRs, SKOs, and strategic offsites.
* Ensure follow-through on action items and accountability across the leadership team.
* Manage the coordination and delivery of internal and external employee events and meetings, fostering clear and effective communication among cross-functional teams
* Act as the connective tissue between Marketing, Strategy, Enablement, and Field Execution.
Executive Decision Support
* Act as a thought partner to the VP of Sales, providing insights and recommendations to support strategic decision-making and priority focus areas.
* Serve as a trusted advisor to the VP of Sales, helping prioritize initiatives, manage communications, and drive accountability.
Culture & Team Effectiveness
* Help foster a high-performance, inclusive, and collaborative team culture.
* Support leadership development, onboarding, and internal communications to keep teams informed and engaged.
What you'll need to success:
* Bachelor's degree or equivalent experience in business administration, management, or a related field; MBA or advanced degree preferred.
* Proven record of at least 5-7+ years of sales operations, business process improvement, and change management experience with at least 5 years in a leadership role.
* Strong analytical and critical thinking skills, with the ability to interpret data and trends to drive strategic decisions.
* Exceptional project management abilities, including planning, execution, and resource allocation
* Excellent communication and people skills, capable of effectively collaborating with diverse teams and senior partners.
* Demonstrated experience in leading change management initiatives, with a deep understanding of change management principles and methodologies.
* Proficiency in CRM systems, sales automation tools, and other relevant technologies.
* Strong leadership capabilities, with a proven ability to inspire and lead teams toward achieving shared objectives.
* Adaptable, agile and resilient in a fast-paced, dynamic environment.
* Industry experience in relevant sectors (e.g., technology, healthcare, finance) is a plus!
Our compensation reflects the cost of labor across several U.S. geographic markets, and we pay differently based on those defined markets. The U.S. pay range for this position is $142,700 -- $276,500 annually. Pay within this range varies by work location and may also depend on job-related knowledge, skills, and experience. Your recruiter can share more about the specific salary range for the job location during the hiring process.
At Adobe, for sales roles starting salaries are expressed as total target compensation (TTC = base + commission), and short-term incentives are in the form of sales commission plans. Non-sales roles starting salaries are expressed as base salary and short-term incentives are in the form of the Annual Incentive Plan (AIP).
In addition, certain roles may be eligible for long-term incentives in the form of a new hire equity award.
State-Specific Notices:
California:
Fair Chance Ordinances
Adobe will consider qualified applicants with arrest or conviction records for employment in accordance with state and local laws and "fair chance" ordinances.
Colorado:
Application Window Notice
If this role is open to hiring in Colorado (as listed on the job posting), the application window will remain open until at least the date and time stated above in Pacific Time, in compliance with Colorado pay transparency regulations. If this role does not have Colorado listed as a hiring location, no specific application window applies, and the posting may close at any time based on hiring needs.
Massachusetts:
Massachusetts Legal Notice
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Adobe is proud to be an Equal Employment Opportunity employer. We do not discriminate based on gender, race or color, ethnicity or national origin, age, disability, religion, sexual orientation, gender identity or expression, veteran status, or any other applicable characteristics protected by law. Learn more.
Adobe aims to make Adobe.com accessible to any and all users. If you have a disability or special need that requires accommodation to navigate our website or complete the application process, email accommodations@adobe.com or call **************.
Regional Controller- Northwest
Finance vice president job in San Francisco, CA
Overall Role & Responsibilities
Serve as the Finance and Accounting leader for the Bay Area business units within the Northwest region.
Develop, analyze, and present financial results and projections for assigned business units.
Be a strategic business partner to Regional Leaders, Business Unit Leaders, and their core teams.
Report timely and accurate information to Finance leadership, to include the CFO.
Evaluate projects for risks and opportunities to inform financial positions, supporting to resolution as appropriate.
Lead the annual 2-Year Business Planning and long-range financial planning processes.
Proactively manage financial risk; ensure compliance with accounting policies, procedures, and internal controls.
Lead project accounting function for assigned business units.
Collaborate and coordinate with fellow Regional Controller(s), SPW (Self-Perform Work) Controller(s), and Assistant Controller(s) as well as entity Controllers from the DPR Family of Companies.
Advance/lead initiatives supporting companywide improvements.
Specific Areas of Focus
Finance
Prepare and present monthly financial packages, forecasts, and business plans. Monitor trends, investigating and analyzing findings. Lead/participate in periodic detailed reviews of focus areas, such as overhead costs, labor rates, insurance programs, and billing positions. Review and analyze project-level monthly status reports, interacting with project teams and sharing observations with leaders to include risks/reserves not reported or needed based on experience. Provide decision support, identifying and bringing forward opportunities to support achieving business targets with strong financial results.
Accounting
Responsible for project accountants' performance and career development. Identify topics and issues that need to be communicated with adjacent groups. Drive billing and job cost accounting best practices. Follow up with project teams and accountants on timeliness of billings and collections. Oversee overall cash flow/position for each project and implement corrective action as needed. Collaborate with Shared Services to monitor cash receipts and disbursements for assigned business units. Ensure financial statements are prepared in accordance with GAAP and technical accounting policies. Support various audits. Manage credit and subcontractor risks in partnership with national Finance & Accounting, Risk Management, and Prequalification work groups.
General
Self-starter, takes ownership and follows through
Provides regular and thorough communication, while balancing listening
Comfortable synthesizing and presenting data and insights to various audiences with presence
Focused on building strong working relationships and creating a positive work environment
Demonstrates strong organizational skills, planning ahead and managing time efficiently
Exhibits a strong business intuition, providing critical thinking with problem solving skills using research and analytics; able to get further upstream (proactive about identifying trends, issues, troubleshooting, etc.)
Astutely flexes between a hands-on strong attention to detail and a big picture strategic view
Embraces and embodies our culture of Integrity, Enjoyment, Uniqueness, and Ever Forward
Flexibility to travel and be in office or on jobsite periodically as planned
Education/Experience Requirements
10+ years practicing accounting and financial planning and analysis
BS in Accounting, Finance, or related field; CPA or MBA
Experience with developing and leading high-performing teams
Construction or manufacturing industry experience, to include a solid understanding of relevant methods of accounting
Proficiency with accounting and finance software applications; Oracle EPM or CMiC a plus
Anticipated starting pay range:
$225,000.00- $275,000.00
Nothing is more important than your health and wellness. DPR offers a variety of medical, dental, vision and wellness benefits to keep you healthy. Read more about eligibility and available benefits programs
for
skilled craft and labor or experienced professionals and recent graduates.
DPR Construction is a forward-thinking, self-performing general contractor specializing in technically complex and sustainable projects for the advanced technology, life sciences, healthcare, higher education and commercial markets. Founded in 1990, DPR is a great story of entrepreneurial success as a private, employee-owned company that has grown into a multi-billion-dollar family of companies with offices around the world.
Working at DPR, you'll have the chance to try new things, explore unique paths and shape your future. Here, we build opportunity together-by harnessing our talents, enabling curiosity and pursuing our collective ambition to make the best ideas happen. We are proud to be recognized as a great place to work by our talented teammates and leading news organizations like U.S. News and World Report, Forbes, Fast Company and Newsweek.
Explore our open opportunities at ********************
Auto-ApplyFinancial Controller
Finance vice president job in San Francisco, CA
Paymentwall is the leading global payments platform. We allow 5 billion people make payments using not only credit cards but also 150 local payment options all over the world. We help over 200,000 merchants, including SEGA, LG Electronics, Bandai Namco, Shopify, Kakao Games, Kigo, Wargaming, Tencent, and Gameforge to expand globally. Paymentwall provides a wide range of services for digital commerce: - Global payment coverage - Fraud and risk management - 24/7 international customer and merchant support - Advanced delivery confirmation and risk management APIs - Sales and Pricing Optimization - UI/UX Customization - Skinnable checkout widgets and flows - and more!
Job Description
Manage the day to day activities within the Accounting Department for meeting financial reporting deadlines;
Manage and/or prepare financial reports and forecasts, providing insightful analysis of results, including ad hoc management reports;
Develop, implement, and maintain accounting and administrative policies and procedures for financial accounting and reporting, employee relations and other corporate policies as required;
Prepare and/or manage the company's tax filing reporting requirements at various levels;
Direct financial audits and provide recommendations for procedural improvements;
Develop, analyze and report metrics to monitor financial performance against plans and forecasts;
Other accounting duties as required.
Qualifications
Passionate for getting things done and appreciative of details;
Strongly analytical, with problem solving and organizational skills;
Able to set priorities and work under pressure;
Open to new experiences and ways of doing business;
Reliable, consultative, knowledgeable, friendly and available to colleagues even beyond office hours;
Knowledgeable on US GAAP, Internal Controls, and accounting principles.
Bachelor's degree in Finance or Accounting;
CPA or CIA;
A minimum of 5 years of working experience in Finance and Accounting;
Authorization to work in the United States;
A valid passport and driver's license;
Solid working knowledge of skills in Microsoft Office and QuickBooks;
Ability to manage/lead client, vendor and partner communications as relates to contractual finance matters.
Additional Information
All your information will be kept confidential according to EEO guidelines.
Competitive Salary
Healthcare (medical, dental, vision)
Paid vacations and sick leave
Modern and cool office space
Parental leave
Unlimited growth potential
Accounting Advisory Director - Private Equity
Finance vice president job in San Francisco, CA
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM.
RSM is looking for a Director to join our Accounting and Finance Consulting (AFC) practice with a focus in providing accounting and finance advisory services to private equity clients and private equity held portfolio companies.
RSM is focused on helping private equity leaders and their portfolio companies succeed. With over 1,800 private equity and venture capital client relationships and nearly 4,000 current private equity portfolio company clients, we work with our clients to create transformative value throughout the investment life cycle. Experienced in serving clients with a local, national or international presence, and across a variety of industries, our professionals bring deep industry expertise and experience advising our private equity clients on a wide range of transactions and events.
Responsibilities:
Manage multiple concurrent engagements within the AFC practice to deliver high-quality advisory services to private equity firms and their portfolio companies
Demonstrate intermediate to advanced knowledge of complex accounting concepts, including GAAP compliance, financial statement preparation and accounting policy development
Work with the National Leader on "go to market" strategy, participating in proposals, pitch meetings, and developing marketing collateral to drive business development efforts
Understand RSM's service lines and collaborate with cross-functional teams to support transactional activities, including due diligence M&A integration, and financial modeling
Provide timely, high quality client service that meets or exceeds client expectations including coordinating the development and execution of the consulting work plan and client deliverables
Collaborate directly with firm specialists/subject matter experts on complex accounting matters
Oversee engagement economics and manage appropriate resources for efficient engagement models
Anticipate and address client concerns and escalate issues as they arise; identify performance improvement opportunities
Develop others within the AFC practice through mentoring, training and advising on career development or participating in other Firm initiatives
Develop a strategy to utilize relationships external to the firm with different types of Centers of Influence to effectuate business growth
Actively read industry publications and stay up to date on industry trends, sharing relevant information with clients as considered applicable
Ensure professional development through ongoing education
Willingness to travel 25% or less of the year, depending on your clients
Required Qualifications:
BS/BA Degree in Accounting, Finance or related degree
8+ years of current or recent experience in accounting advisory services, with a focus on serving private equity clients and their portfolio companies
Strong technical accounting knowledge, including proficiency in US GAAP and SEC reporting requirements
Deep understanding of financial reporting requirements, transaction support, and regulatory compliance
Excellent team and project management skills
Experience managing client relationships and leading teams in a consulting environment
Advanced written and verbal communication skills, with the ability to build rapport and credibility with diverse stakeholders
A proven record of building profitable, sustainable client relationships
Preferred Qualifications:
CPA or equivalent certification
At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at **************************************************
All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.
Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************.
RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.
RSM will consider for employment qualified applicants with arrest or conviction records in accordance with the requirements of applicable law, including but not limited to, the California Fair Chance Act, the Los Angeles Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the San Francisco Fair Chance Ordinance. For additional information regarding RSM's background check process, including information about job duties that necessitate the use of one or more types of background checks, click here.
At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.
Compensation Range: $126,500 - $254,700
Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
Auto-ApplyAssistant Corporate Controller
Finance vice president job in Concord, CA
Compensation Range
$170,000.00 - $190,000.00 Annual Salary Ensure financial integrity, compliance, and operational excellence while supporting the company's strategic growth to build a scalable, future-ready finance function that exceeds customer expectations and maximizes shareholder value.
Job Description:
POSITION RESPONSIBILITIES AND DUTIES:
Financial Reporting and Consolidation
Preparation accurate and timely monthly, quarterly, and annual consolidated financial statements.
Oversee complex consolidations across multiple entities and diverse business types, including intercompany eliminations and joint ventures, ensuring consistency and accuracy.
Ensure all financial reporting adheres to GAAP while proactively evolving processes to support organizational growth and scalability.
Coordinate with external auditors during interim reviews and annual audits, providing required schedules, reconciliations, and supporting documentation.
Stay current with accounting standards and industry developments, implementing required changes.
Complete other duties and responsibilities as assigned.
Accounting Operations and Close Process
Direct and enhance the monthly close process, ensuring accuracy, completeness, and timely completion of all accounting activities.
Review and approve complex journal entries, account reconciliations, and accounting treatments, including revenue recognition (ASC 606), lease accounting (ASC 842), and joint venture transactions.
Oversee and manage all aspects of the general ledger, including fixed assets and lease accounting.
Develop and maintain standard operating procedures (SOPs) and other accounting documentation to ensure consistency and compliance across the organization.
Drive continuous improvement of accounting processes to increase efficiency, scalability, and reliability.
Provide guidance on complex accounting matters and cross-functional projects, ensuring alignment with GAAP and business objectives.
Business Partnership and Strategic Support
Function as a trusted partner and strategic advisor to the teams within F&A and other business partners, providing accounting expertise to enable informed business decisions.
Collaborate and support acquisitions, reorganizations, new company formations, and other growth initiatives by delivering technical accounting insight and actionable recommendations.
Provide subject matter expertise on system implementations and enhancements, ensuring accounting processes are efficiently designed, optimized, and integrated.
Perform analysis to identify risks, trends, and opportunities across F&A and the organization.
Translate complex accounting/financial issues into clear, actionable recommendations for leadership.
Leadership and Team Development
Lead, mentor, and inspire a high-performing accounting team, promoting ownership, accountability, continuous improvement, and strong customer focus.
Foster professional development and coaching to strengthen teams' capabilities and career growth.
Build and scale teams to meet the evolving needs of a growing, complex organization.
Internal Controls, Compliance and Audit
Promote a strong internal control environment to protect company assets and support business growth.
Ensure compliance with corporate policies, procedures, and regulatory requirements.
Partner with external auditors to facilitate efficient audits and timely resolution of findings.
Lead or support the development of future-ready accounting policies and frameworks that anticipate evolving growth and emerging regulatory requirements.
Complete other responsibilities as assigned.
MINIMUM SKILLS OR EXPERIENCE REQUIREMENTS
Bachelor's degree in Accounting, Finance, or related field.
CPA designation required (or in progress, with some exam sections completed).
Master's or advanced degree is a plus.
Industry experience is a plus.
Proven experience as an accounting manager, senior accounting manager, or in similar roles.
Several years of progressive accounting experience in a large corporate environment with strong knowledge of all F&A processes, including budgeting, forecasting, GL, AP, AR, financial close, reporting, external audits, etc.
Strong technical knowledge of U.S. GAAP and financial reporting, including consolidations, intercompany eliminations, joint ventures, equity investments, ASC 606 (Revenue Recognition), ASC 842 (Leases), etc.
Proficient using large ERP systems, tools and advanced Excel capabilities to enhance accounting processes, reporting, and analytics in large and dynamic organization.
Experienced in researching accounting issues and creating clear, accurate accounting documentation.
Strong financial analysis, problem-solving, and critical thinking skills with attention to detail and accuracy.
Excellent written and verbal communication skills with the ability to clearly present financial information.
Effective at collaborating across multiple departments and with external business partners.
Strategic mindset with capacity to translate financial data into actionable business insights.
Skilled at managing multiple priorities in a fast-paced environment, adapting to changing demands, and meeting critical deadlines with flexibility.
Approximately 10% of domestic travel is expected.
Proven ability to drive continuous process improvements, lead change, and anticipate future business needs.
Self-motivated with a strong work ethic, proactive, and accountable.
SUMMARY OF BENEFITS:
This role is eligible for the following benefits: medical, dental, vision, 401(k) with company matching, Employee Stock Ownership Program (ESOP), individual stock ownership, paid vacation, paid sick leave, paid holidays, bereavement leave, employee assistance program, pre-tax flexible spending accounts, basic term life insurance and AD&D, business travel accident insurance, short and long term disability, financial wellness coaching, educational assistance, Care.com membership, ClassPass fitness membership, and DashPass delivery membership. Voluntary benefits include additional term life insurance, long term care insurance, critical illness and accidental injury insurance, pet insurance, legal plan, identity theft protection, and other voluntary benefit options.
Auto-ApplyCFO & Head of Capital Markets - Relocate to Los Angeles
Finance vice president job in San Francisco, CA
About the Role
Macdonald & Company has been exclusively retained by a privately held real estate investment firm to identify a strategic and execution-focused Chief Financial Officer & Head of Capital Markets. This dual-role executive will oversee all finance and accounting operations while leading capital raising efforts across institutional and high-net-worth channels. The role is part of the Senior Leadership Team and offers a path to partnership after three years based on performance.
Key Responsibilities
CFO Function:
Lead all financial operations including accounting, budgeting, treasury, audit, tax, and compliance
Manage internal controls, financial reporting, and investor communications
Advise the CEO and support long-term planning and growth strategy
Oversee financial statement preparation and cash flow analysis
Direct and mentor accounting and finance staff
Capital Markets Function:
Lead all equity and debt fundraising initiatives
Manage investor relationships, including family offices, institutions, and private clients
Oversee creation of offering materials, investor reporting, and presentations
Structure investment vehicles, analyze returns, and support the Investment Committee
Develop and execute strategies to expand the firm's investor base
Qualifications
8+ years of experience in real estate capital markets, accounting, and finance
Proven ability to raise capital and manage investor relationships
Strong technical proficiency in financial modeling and reporting
CPA, CMA, or MBA preferred
Experience with Yardi and advanced Excel required
Strong leadership, communication, and relationship management skills
Compensation
Competitive base salary, annual bonus, and meaningful profit participation. Partnership opportunity available after 3 years.
Vice President, Primary Casualty
Finance vice president job in San Francisco, CA
Vice President - General Liability, Territory Lead
Golden Bear Insurance Company (Hybrid)
About the Company
Golden Bear Insurance Company is a leading provider of Excess & Surplus (E&S) insurance solutions, specializing in complex, high-risk commercial accounts. Our dedicated team of underwriting professionals delivers customized coverage solutions across a broad range of industries. We pride ourselves on our entrepreneurial spirit, expertise, and commitment to service excellence.
About the Role
We are seeking an experienced underwriting manager to oversee primary casualty underwriting operations for our Western Territory. This leadership role will focus on managing a team of underwriters, driving profitability, and expanding our book of business in the region. The ideal candidate will have a strong background in E&S primary casualty underwriting, extensive broker relationships, and a proven ability to lead high-performing teams.
Responsibilities
Underwriting Leadership: Oversee and manage a team of primary casualty underwriters, ensuring adherence to underwriting guidelines and profitability objectives.
Portfolio Management: Develop and execute underwriting strategies to grow and maintain a profitable book of business in the Western Territory.
Broker Relationships: Cultivate and strengthen relationships with wholesale brokers, fostering long-term partnerships and driving new business opportunities.
Risk Assessment: Evaluate complex risks, set pricing strategies, and ensure appropriate risk selection in accordance with company guidelines.
Team Development: Mentor and train underwriters, fostering a collaborative and results-driven culture.
Market Intelligence: Monitor market trends, competitor activities, and regulatory developments to identify new opportunities and emerging risks.
Operational Excellence: Work closely with senior leadership to optimize underwriting processes, improve efficiency, and enhance service standards.
Qualifications
Experience: Minimum 7+ years of E&S commercial casualty underwriting experience, with at least 3 years in a management role.
Industry Knowledge: Strong expertise in general liability, products liability, and other primary casualty coverages for high-hazard risks.
Broker Relationships: Established network of wholesale brokers.
Leadership Skills: Demonstrated experience managing, coaching, and developing underwriting teams.
Analytical & Decision-Making: Strong risk assessment, pricing, and negotiation skills.
Strategic Thinking: Ability to develop and execute business plans to achieve growth and profitability goals.
Education: Bachelor's degree in business, finance, insurance, or a related field; CPCU, CIC, or other industry designations are a plus.
Pay range and compensation package
Competitive compensation package with performance-based incentives.
Comprehensive benefits, including health, dental, and vision insurance.
401(k) with company match.
Professional development opportunities.
Collaborative and entrepreneurial company culture.
Equal Opportunity Statement
Golden Bear Insurance Company is an equal opportunity employer and welcomes candidates from diverse backgrounds.
Financial Planning and Analysis Manager
Finance vice president job in San Francisco, CA
Camino Search is partnered with a rapidly scaling, technology-driven e-commerce company to appoint an FP&A Manager. The business has grown quickly and is building a high-performing finance function that can deliver strategic insight, strong operational partnership, and accurate forecasting in a fast-paced environment.
About the Role
Our client is seeking a highly strategic FP&A Manager to lead financial planning, partner cross-functionally, and strengthen the company's financial discipline during a period of rapid expansion. Reporting directly to the Head of Corporate Finance, this leader will oversee core planning processes, manage complex forecasting models, and provide actionable insights into margin performance, cost drivers, and operational efficiency. The role is hybrid and based in the San Francisco and Palo Alto area.
Key Responsibilities
✔ Lead the company's budgeting, forecasting, and long-range planning processes, ensuring alignment with strategic goals
✔ Manage, enhance, and oversee complex financial models across PCOGS, DDP, tariffs, supply chain cost structures, and unit economics
✔ Own Monthly Business Review reporting, delivering executive-level insights and performance narratives
✔ Partner strategically with merchandising, sourcing, production, planning, and procurement leaders to drive informed decision-making
✔ Conduct deep-dive margin, variance, and sensitivity analyses, identifying opportunities to improve profitability and operational leverage
✔ Improve financial systems, tools, and processes, strengthening visibility into cost drivers and operational KPIs
✔ Guide junior analysts or cross-functional stakeholders, elevating analytical rigor across the finance organization
✔ Translate complex financial data into clear, concise recommendations and influence decision-making at the senior leadership level
✔ Ensure data integrity, validate assumptions, and maintain strong financial governance across planning deliverables
Ideal Candidate Profile
🔹 ~8-10 years of experience in FP&A, strategic finance, or corporate finance within dynamic, high-growth environments
🔹 Strong modelling expertise with deep understanding of product cost economics, supply chain cost drivers, and unit economics
🔹 Advanced Excel or Google Sheets capability; familiarity with financial planning systems (Anaplan, Adaptive, NetSuite, or similar)
🔹 Background in e-commerce, retail, consumer goods, or other fast-moving, operationally complex industries
🔹 Strong grasp of GAAP, GL review, financial controls, and accounting fundamentals
🔹 Strong communication skills with the ability to influence executives and cross-functional leaders
🔹 Strategic thinker who is detail-oriented, highly analytical, adaptable, and comfortable with ambiguity
🔹 Proven track record of driving process improvement and elevating financial visibility in scaling organizations
Preferred
🔹 Master's Degree (MBA) or relevant certifications
🔹 Finance experience in a retail, e-commerce, consumer goods, or supply chain-driven industry
🔹 IB/Banking Experience