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VP - Debt Originations
MacDonald & Company 4.1
Finance vice president job in San Francisco, CA
Macdonald & Company are proudly partnered with a multifamily focused real estate credit platform who have ambitious growth plans to double their AUM over the next 3 years. The firm is now seeking to expand into California and the Pacific Northwest and are looking to appoint a VP of Originations to grow the platform on the West Coast.
About the Role
The VicePresident, Debt Originations will lead the sourcing and execution of new loan opportunities across California and the Pacific Northwest. This role will emphasize construction and bridge lending, with some permanent financing opportunities, and will work closely with the investment/credit team through closing and ongoing relationship management.
Key Responsibilities
Originate new debt opportunities across CA and the Pacific Northwest, with a focus on construction and bridge loans (and select permanent financing).
Build and manage a robust pipeline through relationships with developers, sponsors, mortgage bankers, and other intermediaries.
Serve as the primary relationship manager for borrowers and referral partners-driving repeat business and long-term sponsor coverage.
Lead transactions from initial screen through close: Structure terms and pricing; Collect/organize diligence; Coordinate third parties (appraisal, engineering, environmental, legal, title, insurance); Partner with internal underwriting/credit to advance deals efficiently
Prepare and present investment memos and deal recommendations to internal committees; clearly communicate risk, mitigants, and return profile.
Monitor market conditions, competitive dynamics, and sponsor activity to inform strategy and pricing discipline.
Support portfolio management as needed by maintaining borrower touchpoints and assisting with modifications, extensions, and payoffs.
Represent the fund at industry events and actively contribute to brand presence across target markets.
About GoodLeap:
GoodLeap is a technology company delivering best-in-class financing and software products for sustainable solutions, from solar panels and batteries to energy-efficient HVAC, heat pumps, roofing, windows, and more. Over 1 million homeowners have benefited from our simple, fast, and frictionless technology that makes the adoption of these products more affordable, accessible, and easier to understand. Thousands of professionals deploying home efficiency and solar solutions rely on GoodLeap's proprietary, AI-powered applications and developer tools to drive more transparent customer communication, deeper business intelligence, and streamlined payment and operations. Our platform has led to more than $27 billion in financing for sustainable solutions since 2018.
GoodLeap is also proud to support our award-winning nonprofit, GivePower, which is building and deploying life-saving water and clean electricity systems, changing the lives of more than 1.6 million people across Africa, Asia, and South America.
The VP, Controller & Finance Transformation is the senior accounting and controllership leader for the company, balancing hands‑on execution with executive-level ownership of accounting outcomes, systems, and scalability to support the company's rapid growth, expanding product offerings, and increasing complexity. This role focuses on building efficient and well-controlled accounting processes, with particular emphasis on optimizing the recently implemented Workday Financial platform.
The role oversees Accounting Operations (Cash, A/P, A/R) and Accounting Control (General Ledger), and partners closely with FP&A, Technology, and Product/Business teams to ensure accounting, financial reporting, and control requirements are effectively embedded into systems, workflows, and new product development initiatives. This role is expected to operate with strong controllership fluency and to deliver timely and accurate financial reporting outcomes through leadership and collaboration.
This position is designed for a senior accounting leader with demonstrated experience across traditional controllership functions and hands‑on finance transformation delivery. Success in the near‑term will be demonstrated through enhanced automation and scalability, optimization of processes and people, shortening of the monthly close and reporting cycle, and improvement of reporting and analytical tools available to finance and business executives.
Essential Job Duties and Responsibilities
Accounting Operations, Control & Finance Transformation
Provide leadership and functional ownership across the Accounting Control and Accounting Operations teams to optimize and scale transactional accounting workflows, general ledger control, and financial close and reporting processes
Lead the post-go‑live stabilization and ongoing optimization of Workday, overseeing and developing the Workday System Administrator as a core resource and business partner
Embed accounting logic, controls, and validation rules into systems and data pipelines to reduce manual effort and risk
Partner with Technology & Data teams on integrations, data integrity, and change management controls
Explore and leverage AI technologies, as they evolve, to enable more efficient and effective processes while maintaining strong oversight and controls
Drive adoption of best practices to support long‑term system health and scalability and improve reporting capabilities for finance executives and business partners
New Products & Growth Enablement
Partner with Product, Engineering, Data and Business teams to support new products, revenue streams, and business models from concept through launch and scale
Serve as the accounting representative in cross‑functional growth initiatives to ensure accounting and reporting requirements are embedded early and scale effectively
Financial Reporting
Oversee external financial reporting, including GAAP financial statements and required regulatory, lender, and investor reporting
Support audit readiness and the implementation of new accounting standards, as applicable
Leadership & Collaboration
Act as a change agent, driving a culture of continuous improvement and innovation across people, processes and technology
Develop team members supporting accounting operations, financial reporting, systems, and transformation initiatives
Required Skills, Knowledge and Abilities
Bachelor's degree in Accounting, Finance or related field
CPA license required
Experience with ERP implementation/optimization projects
Combined Big 4 public accounting and fintech, financial services or other complex regulated industry experience preferred
Demonstrated experience in accounting operations and financial close and reporting processes
Major hands‑on ERP project experience (design, build and optimization); Workday familiarity is a plus
Deep understanding of U.S. GAAP, internal controls and financial reporting requirements
Outstanding project & change management skills: Ability to manage priorities, meet deadlines, balance multiple initiatives and projects simultaneously, and motivate stakeholders to collaborate
Demonstrated ability to partner effectively with cross‑functional leaders to influence business outcomes beyond the accounting function, as well as externally with auditors and users of financial reports
Entrepreneurial mindset: Self‑motivated and eager to identify efficiencies, be hands‑on to implement improvements, and champion change
Exceptional organization, keen attention to detail and commitment to accuracy
Excellent written communication skills including production of clear and concise process documentation
Additional Information Regarding Job Duties and s
Job duties include additional responsibilities as assigned by one's supervisor or other managers related to the position/department. This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and other skills required for the position. The Company reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job position or assign additional job responsibilities, subject to applicable law. The Company shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law.
Compensation: $260,000 - $310,000 annually + Bonus
If you are an extraordinary professional who thrives in a collaborative work culture and values a rewarding career, then we want to work with you! Apply today!
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About GoodLeap:
GoodLeap is a technology company delivering best-in-class financing and software products for sustainable solutions, from solar panels and batteries to energy-efficient HVAC, heat pumps, roofing, windows, and more. Over 1 million homeowners have benefited from our simple, fast, and frictionless technology that makes the adoption of these products more affordable, accessible, and easier to understand. Thousands of professionals deploying home efficiency and solar solutions rely on GoodLeap's proprietary, AI-powered applications and developer tools to drive more transparent customer communication, deeper business intelligence, and streamlined payment and operations. Our platform has led to more than $27 billion in financing for sustainable solutions since 2018.
GoodLeap is also proud to support our award-winning nonprofit, GivePower, which is building and deploying life-saving water and clean electricity systems, changing the lives of more than 1.6 million people across Africa, Asia, and South America.
The VP, Controller & Finance Transformation is the senior accounting and controllership leader for the company, balancing hands‑on execution with executive-level ownership of accounting outcomes, systems, and scalability to support the company's rapid growth, expanding product offerings, and increasing complexity. This role focuses on building efficient and well-controlled accounting processes, with particular emphasis on optimizing the recently implemented Workday Financial platform.
The role oversees Accounting Operations (Cash, A/P, A/R) and Accounting Control (General Ledger), and partners closely with FP&A, Technology, and Product/Business teams to ensure accounting, financial reporting, and control requirements are effectively embedded into systems, workflows, and new product development initiatives. This role is expected to operate with strong controllership fluency and to deliver timely and accurate financial reporting outcomes through leadership and collaboration.
This position is designed for a senior accounting leader with demonstrated experience across traditional controllership functions and hands‑on finance transformation delivery. Success in the near‑term will be demonstrated through enhanced automation and scalability, optimization of processes and people, shortening of the monthly close and reporting cycle, and improvement of reporting and analytical tools available to finance and business executives.
Essential Job Duties and Responsibilities
Accounting Operations, Control & Finance Transformation
Provide leadership and functional ownership across the Accounting Control and Accounting Operations teams to optimize and scale transactional accounting workflows, general ledger control, and financial close and reporting processes
Lead the post-go‑live stabilization and ongoing optimization of Workday, overseeing and developing the Workday System Administrator as a core resource and business partner
Embed accounting logic, controls, and validation rules into systems and data pipelines to reduce manual effort and risk
Partner with Technology & Data teams on integrations, data integrity, and change management controls
Explore and leverage AI technologies, as they evolve, to enable more efficient and effective processes while maintaining strong oversight and controls
Drive adoption of best practices to support long‑term system health and scalability and improve reporting capabilities for finance executives and business partners
New Products & Growth Enablement
Partner with Product, Engineering, Data and Business teams to support new products, revenue streams, and business models from concept through launch and scale
Serve as the accounting representative in cross‑functional growth initiatives to ensure accounting and reporting requirements are embedded early and scale effectively
Financial Reporting
Oversee external financial reporting, including GAAP financial statements and required regulatory, lender, and investor reporting
Support audit readiness and the implementation of new accounting standards, as applicable
Leadership & Collaboration
Act as a change agent, driving a culture of continuous improvement and innovation across people, processes and technology
Develop team members supporting accounting operations, financial reporting, systems, and transformation initiatives
Required Skills, Knowledge and Abilities
Bachelor's degree in Accounting, Finance or related field
CPA license required
Experience with ERP implementation/optimization projects
Combined Big 4 public accounting and fintech, financial services or other complex regulated industry experience preferred
Demonstrated experience in accounting operations and financial close and reporting processes
Major hands‑on ERP project experience (design, build and optimization); Workday familiarity is a plus
Deep understanding of U.S. GAAP, internal controls and financial reporting requirements
Outstanding project & change management skills: Ability to manage priorities, meet deadlines, balance multiple initiatives and projects simultaneously, and motivate stakeholders to collaborate
Demonstrated ability to partner effectively with cross‑functional leaders to influence business outcomes beyond the accounting function, as well as externally with auditors and users of financial reports
Entrepreneurial mindset: Self‑motivated and eager to identify efficiencies, be hands‑on to implement improvements, and champion change
Exceptional organization, keen attention to detail and commitment to accuracy
Excellent written communication skills including production of clear and concise process documentation
Additional Information Regarding Job Duties and s
Job duties include additional responsibilities as assigned by one's supervisor or other managers related to the position/department. This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and other skills required for the position. The Company reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job position or assign additional job responsibilities, subject to applicable law. The Company shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law.
Compensation: $260,000 - $310,000 annually + Bonus
If you are an extraordinary professional who thrives in a collaborative work culture and values a rewarding career, then we want to work with you! Apply today!
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$260k-310k yearly 5d ago
Head of Business Partnership Finance
Notion
Finance vice president job in San Francisco, CA
About Us:
Notion helps you build beautiful tools for your life's work. In today's world of endless apps and tabs, Notion provides one place for teams to get everything done, seamlessly connecting docs, notes, projects, calendar, and email-with AI built in to find answers and automate work. Millions of users, from individuals to large organizations like Toyota, Figma, and OpenAI, love Notion for its flexibility and choose it because it helps them save time and money.
In-person collaboration is essential to Notion's culture. We require all team members to work from our offices on Mondays and Thursdays, our designated Anchor Days. Certain teams or positions may require additional in-office workdays.
About The Role:
Lead a high-performing Business Partnership (BP) Finance team delivering strategic partnership and financial leadership to business units. Act as the primary finance liaison to department heads and senior leadership, guiding planning, forecasting, and decision-making. Transform financial data into actionable insights that influence go‑to‑market strategies, investment decisions, and profitability improvements. We are a lean team, so your impact will be felt immediately.
What You'll Achieve:
Provide finance support across GTM, R&D, and G&A expense and headcount management. Lead coordination & improvements of monthly Budget vs Actuals (BvA) reviews and other opportunities to build financial maturity. Elevate finance's strategic voice through a collaborative mindset.
Drive improved forecast accuracy, alignment, and collaborative strategic decision making as a part of ad hoc and recurring finance processes including monthly close, reforecasts, planning, long‑range planning, and other critical Expense & Headcount forecasting processes and reporting.
Support our monthly close and forecast processes-analyze financial results, distill and synthesize key trends, and communicate risks & opportunities to influence business outcomes. Assist in preparation of monthly & quarterly management reporting including Budget vs Actuals analyses and dashboards.
Drive deeper Budget vs Actuals understanding and forecast precision via smarter, more data‑driven modeling and tighter cross‑functional partnership, particularly in uncharted, high impact areas.
Tackle new & evolving priorities for the team. Conduct ad hoc modeling (e.g. pricing, cost‑benefit, investment cases). Translate data into narratives that guide leadership decisions.
Strengthen our operational infrastructure by identifying process improvements. Build automation to take steps out of our recurring motions and reduce margin of error.
Coach and mentor talented existing team to develop both technical and partnership capabilities. Grow the team as part of our operational excellence journey.
Skills You'll Need to Bring:
~10‑15 years experience in Business Partnership FP&A and other finance roles
Proven leadership managing business partnership FP&A teams and executive relationships
Ability to translate complex financial data into strategic narratives. Excellent communication: able to articulate financial insights to non‑finance leaders
Demonstrate intellectual curiosity, problem‑solving skills, and hunger to continually up‑level current approaches and processes
Strong work ethic, reliability, and attention to detail. Willingness to roll up their sleeves with the team - “get it done” attitude
Nice to Haves:
Experience with a high‑growth SaaS company
Experience with Netsuite, Workday, Zip, and planning tools
Experience with usage‑based pricing and cost structure
You don't need to be an AI expert, but you're curious and willing to adopt AI tools to work smarter and deliver better results.
We hire talented and passionate people from a variety of backgrounds because we want our global employee base to represent the wide diversity of our customers. If you're excited about a role but your past experience doesn't align perfectly with every bullet point listed in the job description, we still encourage you to apply. If you're a builder at heart, share our company values, and enthusiastic about making software toolmaking ubiquitous, we want to hear from you.
Notion is proud to be an equal opportunity employer. We do not discriminate in hiring or any employment decision based on race, color, religion, national origin, age, sex (including pregnancy, childbirth, or related medical conditions), marital status, ancestry, physical or mental disability, genetic information, veteran status, gender identity or expression, sexual orientation, or other applicable legally protected characteristic. Notion considers qualified applicants with criminal histories, consistent with applicable federal, state and local law. Notion is also committed to providing reasonable accommodations for qualified individuals with disabilities and disabled veterans in our job application procedures. If you need assistance or an accommodation due to a disability, please let your recruiter know.
Notion is committed to providing highly competitive cash compensation, equity, and benefits. The compensation offered for this role will be based on multiple factors such as location, the role's scope and complexity, and the candidate's experience and expertise, and may vary from the range provided below. For roles based in San Francisco, the estimated base salary range for this role is $240,000- $280,000 per year.
By clicking “Submit Application”, I understand and agree that Notion and its affiliates and subsidiaries will collect and process my information in accordance with Notion's Global Recruiting Privacy Policy.
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$240k-280k yearly 4d ago
Head of Business, Tech & Finance Partnerships
Substack Inc. 4.0
Finance vice president job in San Francisco, CA
Substack is building a new economic engine for culture, giving the brightest, most interesting and creative people on the internet the power of their own publishing platform. It empowers creators with financial autonomy, ownership and a direct connection to their communities. Substack's model, based on direct subscriptions, has fueled an explosion of independent publishing and is revolutionizing culture.
As the Head of Business, Tech & Finance Partnerships, you will be responsible for making Substack the number one destination for Business, Tech & Finance leaders. You will be representing your market both internally and externally to create programs and initiatives that help creators reach new audiences and bring new subscribers into the Substack network. In this role, you'll be a leader on the Partnerships team, overseeing strategy, external relationships, budget and goal execution for your market.
The ideal candidate will be an innovative, creative thinker, with a deep interest in supporting creators, shaping culture and deeply connected within the business, tech & finance industries. They'll be a self-starter who is ok with shifting priorities and eager to make an impact in a fast-paced, startup environment - able to both set ambitious strategy and goals and also execute on those goals.. They will be comfortable interfacing with creators, publishers, influencers and industry leaders. They will possess experience managing direct reports, and building and iterating on programs that can eventually scale across markets.
This role reports to the Head of Partnerships and is based in San Francisco, CA.
Responsibilities:
Creator acquisition across multiple creator segments (journalists, business, tech and finance leaders, creators).
Earn and keep the trust of key people in business, tech and finance
Display market leadership in the business, tech and finance creator economies.
Develop strategic programs for the market in service of activating creators and bringing new users to Substack.
Be a leader on the Partnerships team, working cross-functionally with the communications, product business operations and leadership teams to build and execute programs for the market, and for the Substack brand.
Requirements:
Excellent written, verbal, and diplomatic skills, with a sharp attention to detail.
Experience managing a team.
Comfortable working with data, and using it to measure impact and develop stronger programs
A voracious reader and subscriber to Substacks, with a keen sense of the evolving tech and media landscape.
The ability to work quickly and effectively while managing several projects under deadline.
Strong people skills, with experience working directly with creators
8-10 years of professional experience in publishing, production, business, tech or finance industry
Substack's compensation package includes a market competitive salary, equity for all full time roles, and exceptional benefits. Our cash compensation salary range for this role is $175,000 to $225,000/year. Final offer amounts are determined by multiple factors including candidate experience and expertise and may vary from the amounts listed above.
Substack is an equal opportunity employer. All applicants will be considered for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation, gender identity or transgender status), age, national origin, veteran or disability status. We're seeking people passionate about enabling independent expression and building a better business model for creators. If you want to see what media, communities, and content can become when unmoored from advertising models, and you have the skills and experience to contribute, we'd love to meet you.
Please see our Privacy Notice for details regarding Substack's collection and use of personal information regarding the application and recruitment process by clicking here.
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$175k-225k yearly 5d ago
Strategic Finance Director for AI Growth
Scale Ai, Inc. 4.1
Finance vice president job in San Francisco, CA
A leading AI development firm based in San Francisco is seeking a Finance leader to spearhead financial strategy and manage a high-performing finance team. The ideal candidate will possess strong financial analysis skills, project management expertise, and interpersonal capabilities to work with executive leadership. This position offers a compensation range of $235,200 - $294,000 and includes equity and comprehensive benefits. Join us in accelerating AI adoption across industries.
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$235.2k-294k yearly 1d ago
Director, Financial Planning & Analysis
Levi Strauss & Co 4.3
Finance vice president job in San Francisco, CA
Director, Financial Planning & Analysis page is loaded## Director, Financial Planning & Analysislocations: HQ-Office, San Francisco, CA, USAtime type: Full timeposted on: Posted Todayjob requisition id: R-0145064## **JOB DESCRIPTION**Calling all originals: At Levi Strauss & Co., you can be yourself - and be part of something bigger. We're a company of people who like to forge our own path and leave the world better than we found it. Who believe that what makes us different makes us stronger. So add your voice. Make an impact. Find your fit - and your future.As Director, Financial Planning & Analysis (FP&A) - US Canada cluster, you will report to the VP Finance, US Canada, covering the full range of finance responsibilities and provides leadership for all US Canada FP&A activities. You will manage one Senior Financial Analyst who supports consolidation of financial results and guidance on critical financial processes, including the development of the annual financial plan, quarterly forecasts, and strategic business plans (SBP) for the cluster and subchannels. You will lead the interpretation and analysis of financial, operational and performance results, and be the main liaison between the US Canada cluster finance and Levis Global Commercial Finance. You will have frequent exposure to members of the US Canada leadership team and will navigate in between subchannel finance teams and cluster leadership, building relationships, and promoting a US Canada story based on subchannel results.## About the Job* Prepare and consolidate ongoing financial results, using judgment to understand business flow, macro- and micro-economic storylines, and key drivers of financial statements. Determine their reasonableness based on knowledge of business issues and conditions* Monitor financial performance, providing both commentary and analysis of business insights and to support Global Commercial reporting* Provide decision support to the leaders of US Canada cluster. Influence operating decisions through analysis of strategic decisions for all partners.* Collaborate with cross-functional teams to identify, research, and communicate monthly and quarterly variances to prior periods, budget and forecasts* Prepare ad-hoc financial analyses and reports to support decision-making* Manage the process and consolidation of quarterly forecasts and the Annual Finance Plan for the subchannels and full financials (P&L and Balance Sheet) and capex planning for the cluster.* Provide business perspective and financial expertise to drive the development of and scenario analysis for the Annual Financial (AFP) and Strategic Business Plan (SBP), including the preparation of plans to grow and improve profitability* Lead the forecast and budget process across Revenue and Margin and SG&A along with the Balance Sheet to ensure completion of all deliverables. Manage capital expenditures (CAPEX) requirements* Improve financial processes and systems to enhance efficiency and accuracy and to support reporting and business needs* Lead the Monthly Business Review process, including setting expectations, reporting requirements and action items, and other internal operating reviews and project reporting* Ensure high-quality financial analysis and ad hoc request for presentation is available to Commercial leaders. Ensure integrity of financial models, reporting, and databases* Work with executive leadership to create executive presentations and lead special projects* Provide leadership, coaching, performance development and direction to direct reports and across the finance team.## ## About You* 10+ years of progressive FP&A and accounting experience: this can include Retail finance, overall P&L management, FP&A manager, Costing manager or cost accounting, trade investment manager, SRM (Strategic Revenue Management)* B.A. or B.S. in Business, Accounting, Finance, Industrial Engineering, Actuarial Science, Economics. CPA designation or MBA preferred.* Experience working with and influencing all levels and departments within an organization, including executive leadership* Nimble and proactive: you adapt quickly, thrive in a matrixed environment, and can manage multiple projects/priorities to deliver high quality results* Desire and curiosity to learn the fundamentals of the LS&Co business* Demonstrate LS&Co behaviors and Our values.This is a hybrid position based in our San Francisco, CA headquarters. You will be expected in office 3 days per week typically Tuesday-Thursday. Note, time in office can vary depending on business needs.*The expected starting salary range for this role is $164,500-$219,300 per year****.*** *We may ultimately pay more or less than the posted range based on the location of the role. The amount a particular employee will earn within the salary range will be based on factors such as relevant education, qualifications, performance and business needs.*Levi Strauss & Co. (LS&Co.) offers a total rewards package that includes base pay, incentive plans, 401(k) matching, paid leave, health insurance, product discounts, and more designed to help you and your family stay healthy, meet your financial goals, and balance the demands of your work and personal life. Available benefits and incentive compensation vary depending upon the specifics of the role; details relating to a specific role will be made available upon request. Read more about our benefits .LS&Co. is an affirmative action and equal employment opportunity employer. We welcome and value people from diverse cultures, backgrounds, and experiences to make LS&Co. a collective success.#LI-Hybrid## **EOE M/F/Disability/Vets**## ## **LOCATION**San Francisco, CA, USA## ## **FULL TIME/PART TIME**Full time**FILL DATE**This position is expected to be filled by 02/03/2026.##Our common thread: We're originals.From day one, we've been doing it our way - creating our own drumbeat and building something that's different from the rest. That's why we're looking for people who are excited about finding their career fit and transforming the future. Because at Levi Strauss & Co., you can do what you love while staying true to who you are.
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$164.5k-219.3k yearly 1d ago
Director, Strategic Finance
Productboard, Inc. 4.2
Finance vice president job in San Francisco, CA
Search & analyze customer feedback 6x faster. Productboard Spark - the AI for PMs.
We're looking for a seasoned and forward‑thinking finance leader to play a pivotal role in shaping the company's future amid an exciting era of AI‑driven innovation that's creating powerful opportunities for our business. As our Head of Strategic Finance, you'll work closely with the CFO and executive team to translate strategy into execution, building robust financial plans, driving insights, and guiding decisions that accelerate growth and long‑term value creation.
This is a high‑impact, highly visible role for someone who thrives at the intersection of strategy, analytics, and execution. You'll bring structure to ambiguity, scale our planning processes, and be a trusted advisor to leaders across Product, GTM, and Operations.
If you're energized by complex business challenges, love building scalable systems, and want to have a direct impact on the trajectory of a global organization, we'd love to meet you.
What You'll Do
Lead strategic planning and forecasting - Oversee annual, quarterly, and long‑range planning cycles to align company goals, resource allocation, and strategic priorities.
Build strategic frameworks and scenario models - Develop forward‑looking models that quantify strategic options and inform executive decision‑making.
Drive performance visibility - Build dashboards and reporting frameworks that highlight performance trends, risks, and opportunities for improvement.
Shape strategic decision‑making - Deliver actionable insights that guide prioritization, resource allocation, and GTM execution.
Tell the financial story - Translate complex financial data into clear, compelling narratives for executives, the board, and investors.
Support board and investor communications - Partner with the CFO to prepare board materials, investor updates, and long‑term financial narratives that align strategy and performance.
Enhance financial systems and processes - Partner with Accounting, IT, and Data to scale financial planning infrastructure and improve forecast accuracy.
Lead high‑impact strategic initiatives - Collaborate cross‑functionally on projects such as pricing, monetization, M&A evaluation, and AI enablement.
Build and lead a high‑impact team - Recruit, develop, and support Strategic Finance professionals in a culture that values curiosity, accountability, and collaboration.
What You Bring
10+ years of experience in investment banking, private equity, consulting, or strategic finance - ideally with exposure to high‑growth SaaS or technology companies.
4+ years in corporate FP&A or Strategic Finance with direct business partnership experience.
Proven ability to lead strategic planning, forecasting, and financial analysis across complex, multi‑product, or multi‑region organizations.
Exceptional analytical and financial modeling skills - you can turn data into insight and insight into action.
Outstanding communication skills, with the ability to influence senior executives and simplify complex topics.
Deep understanding of SaaS unit economics (ARR, CAC, CLTV, churn, payback, gross margin, etc.) and drivers of enterprise value.
Strong balance of strategic vision and hands‑on execution - comfortable driving longer‑term direction while staying deeply engaged in the details that matter.
A proactive, high‑ownership mindset and bias for action.
Bachelor's degree required; MBA or equivalent advanced degree preferred.
Experience with Oracle NetSuite, Looker, SQL, or modern planning tools is a plus.
Must be legally authorized to work in the U.S.
You can look forward to the following benefits:
🏝 Flexible PTO and 9 paid sick days
💛 1 Volunteer Day per year for you to help causes close to your heart
🍀 Mental Wellness Program to support your well‑being and self‑care
🏋 Company stipend towards gym and wellness membership
❤️ Company sponsored best‑in‑class health benefits
The expected base pay range for this position in the San Francisco area is $155,200 - $263,000. In addition to the base pay, this role is eligible for variable compensation, competitive equity awards, and benefits.
Productboard's pay ranges are determined by role, level, and location. Within the range, the successful candidate's starting base pay will be determined based on factors including job‑related skills, experience, qualifications, relevant education or training, and market conditions. These ranges may be modified in the future.
About Productboard
At Productboard, we're on a mission to help product teams build exceptional products with clarity and confidence. As the leading intelligent product management platform, we empower over 4,000 companies, including Salesforce, SAP, Autodesk, and Kroger, to understand what customers need, prioritize what to build next, and align everyone around a shared roadmap.
Headquartered in San Francisco with offices in Prague and Brno, Czechia, we're backed by some of the world's most respected investors, including Index Ventures, Kleiner Perkins, Sequoia Capital, Bessemer Venture Partners, Tiger Global, and Dragoneer.
We're proud to be consistently recognized as one of the best places to work by BuiltIn and Comparably, and to count ourselves among the world's leading unicorn companies. Well‑funded and financially disciplined, we have the stability and runway to build boldly for the long term.
Over the past few years, we've rearchitected our platform from the ground up to serve enterprise scale and set the foundation for the next era of product management. Now we're entering an exciting new phase with Productboard Spark, our AI‑first, agentic experience that transforms how product teams work. Spark is a true collaborator that deeply understands your product context, company strategy, and customer needs, helping teams move faster and make smarter, more confident decisions.
Join us as we build the future of product management.
About our culture
Imagine working in a place where everything matters - most importantly, you. At Productboard, values aren't just something we like to talk about, they're something we live and breathe. We believe in creating a work environment where:
People feel empowered, supported, and included.
Trust and transparency are built into the way we work.
Creativity, curiosity, and continuous improvement are encouraged and nurtured every day.
Forming our company values was a group effort, with every employee allowed to contribute. From profit‑sharing initiatives, like stock options, to open calendars and communication, we don't waste time on politics or ego. We champion openness by sharing our goals, successes, and failures.
Join colleagues who are passionate about what they do. Team members who are invested in their work environment, and the future of Productboard. Help shape our company, culture, and product!
We are an equal opportunity employer and champion equity. We aim to help people from all backgrounds, cultures, and groups realize their full potential at Productboard. We do not tolerate any discrimination or harassment based on gender identity, race, color, religion, age, sexual orientation, non‑disqualifying physical or mental disability, national origin, veteran status, or any other bias covered by appropriate law. All aspects of employment, including hiring, training, promotion, and terminations, are based on merit, competence, performance, and business needs. We are committed to an inclusive hiring process and provide all candidates with equal opportunity to demonstrate their abilities. Togetherness is one of our core values, and our Diversity Council helps to ensure that we uphold the values of authenticity, humanity, and diversity to create an environment where every person matters. We are committed to leading by example to drive societal change.
Not seeing the application form? Apply using this link instead.
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$155.2k-263k yearly 1d ago
Director of Strategic Finance
Scribehow.com
Finance vice president job in San Francisco, CA
✨TL;DR - Why This Role Matters
Scribe is at a pivotal point in its growth, and we're hiring a Director of Finance to help define how the company scales from here. This role will own company-wide planning, forecasting, and play a central role in shaping how we invest, prioritize, and grow as the business doubles in size. You'll partner closely with our GTM teams to translate growth ambitions into clear financial tradeoffs and outcomes. This role is designed for someone who wants real ownership, real judgment, and the opportunity to build the financial operating rhythm for the next phase of a high-growth B2B SaaS company.
📌 About the Role
This role sits at the center of how Scribe plans, invests, and scales. As Director of Finance, you'll own much of the company's financial planning and analysis muscle, ensuring the business is making clear, disciplined decisions as we rapidly scale.
You'll be responsible for the full lifecycle of planning - from building the annual operating plan and forecasts to ensuring they remain accurate over time. This means holding teams accountable to performance, driving re‑forecasting when reality diverges from plan, and helping leadership understand the tradeoffs behind their choices. Finance is expected to be the arbiter of truth, and this role plays a central part in making sure the organization is operating from a single, trusted financial view.
This is a hands‑on, high‑ownership role. You'll work closely with leaders across GTM, Accounting, and Operations to translate strategy into execution, surface risks and opportunities, and force clarity when alignment stalls. While the role does not start with a large team, it carries broad influence, visibility, and responsibility - and offers the opportunity to shape how finance operates as the company scales.
In your first 3-12 months at Scribe, you will:
Drive the planning process, including the annual operating plan, rolling forecasts, budgets, and long‑range planning, and hold teams accountable when performance diverges from plan
Lead the development and maintenance of financial models to support strategic decision‑making, ensuring alignment with the company's growth objectives
Identify and apply opportunities for AI and automation across finance to improve forecasting accuracy, decision speed, and how insights are delivered to the business
Collaborate with cross‑functional teams to translate financial insight into action by surfacing tradeoffs, recommending paths forward, and pushing decisions to be made when ambiguity or misalignment persists
Partner closely with Sales, Marketing, and RevOps on revenue forecasting, capacity planning, and unit economics to ensure GTM plans are grounded in financial reality
Enhance existing financial processes and systems to streamline operations and improve data accuracy, fostering a culture of accountability and performance; implementing planning tools, systems, and processes as scale demands
Success in this role looks like better decisions across the company: clearer plans, fewer surprises, stronger alignment, and leadership confident in where and how to invest.
🌎 Location
Hybrid (2-3 days a week) out of our San Francisco HQ.
🧩 What Makes You a Great Fit
This role is best suited for someone who thrives in ambiguity, takes ownership seriously, and uses financial insight to drive real business outcomes. You don't just analyze what's happening - you push the business toward what should happen next.
You'll be a great fit if:
You have 10+ years of progressive finance experience with a background in FP&A, corporate finance, investment banking, consulting, and/or PE
You've owned financial planning at a high‑growth company and are comfortable being accountable for keeping plans accurate as the business evolves
You're comfortable taking a point of view in ambiguity - synthesizing messy inputs, setting assumptions, and driving alignment
You consistently push beyond reporting to answer the “so what” and influence how the business prioritizes and invests
You're deeply hands‑on and builder‑minded, comfortable building models, processes, and structure from scratch
You partner effectively with GTM leaders, understanding how sales, marketing, and revenue dynamics translate into financial outcomes
You operate with ownership and bias to action, leading cross‑functional initiatives and communicating complex ideas clearly
Experience building and leading teams in fast‑paced startup environments
If you're reading this thinking, “that's exactly how I operate,” we'd love to meet you.
🚫 This Role Is Not for You If
This role isn't for everyone, and that's intentional. It will be a great fit for the right person - and frustrating for the wrong one.
This role may not be for you if:
You prefer to focus on reporting and analysis rather than owning outcomes and driving decisions
You're most comfortable staying within a clearly defined “lane” and don't enjoy stepping across functional “lines”
You're most comfortable operating with a clear playbook and well‑defined processes - much of this role involves building structure where it doesn't yet exist
You like to provide input but are uncomfortable pushing for clarity or forcing decisions when alignment stalls
You're looking for a role with a large team or formal people management from day one; this is a hands‑on, player‑coach role to start
You're uncomfortable with priorities shifting as the business grows and new information emerges
👋 About us
Scribe is where exceptional people come to do the best work of their careers. More than 94% of the Fortune 500 use Scribe to document and scale how work gets done. Our Workflow AI platform automatically captures and optimizes workflows so teams work smarter, faster, and more consistently.
We're growing fast - since our founding in 2019, we've grown to over 5 million users across 600,000 businesses. Based in San Francisco, we've been named a LinkedIn Top Startup, are valued at over $1 billion, and are backed by leading investors. Join us in our mission to uplevel how people do work.
🛠️ How we work
We are builders aspiring to master our crafts. We care deeply about our teammates and want to win, together. We fully embrace the following values:
Accelerate impact
Raise the bar
Make our users heroes
Clear is kind
Rapid learning machine
One team one dream
💰 Compensation
We use trusted market data and a tiered location system to ensure competitive, equitable pay. The range below reflects this; your specific offer will depend on experience, pay parity, and location.
The starting salary range for this role is $220,000 - 260,000 base + equity.
🎁 Full‑Time US Employee Benefits Include
Incredible teammates: Work alongside some of the nicest and smartest people you'll ever meet.
Ownership mindset: We're all owners here, literally. Employees receive equity in Scribe, sharing in the company's long‑term success.
Comprehensive coverage: We offer health, dental, and vision insurance for you and your dependents.
Time to recharge: Flexible paid time off, plus company holidays to rest and reset.
Retirement planning: Employees can contribute to a 401(k) plan to help plan for their future.
Support for growing families. Paid parental leave to help you care for and bond with your growing family.
Lunch, on us: SF‑based employees receive daily catered lunches at our office.
Easy commutes: Commuter benefits for our office‑based team, make getting to and from HQ simpler.
Level up your home office: Remote? Hybrid? Wherever you work, we'll support your setup with a home office stipend.
At Scribe, we celebrate our differences and are committed to creating a workplace where all employees feel supported and empowered to do their best work. We believe this benefits not only our employees but our product, customers, and community as well. Scribe is proud to be an Equal Opportunity and Aff… Employer.
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$220k-260k yearly 5d ago
Director, Financial Planning & Analysis
Terawatt
Finance vice president job in San Francisco, CA
Infrastructure
The once in a century transition to autonomous and electric vehicles is underway and will require a multi-trillion-dollar investment in energy and charging infrastructure, and the real estate to site it on. Terawatt is the leader in delivering large scale, turnkey charging solutions for companies rapidly deploying AV and EV fleets. Whether it's an urban mobility hub, or a carefully located multi-fleet hub for semi-trucks, Terawatt brings the talent, capabilities, and capital to create reliable, cost-effective solutions for customers on the leading edge of the transition to the next generation of transport.
With a growing portfolio of sites across the US in urban hubs and along key logistics and transportation corridors and logistics hubs, Terawatt is building the permanent transportation and logistics infrastructure of tomorrow through a robust combination of capital, real estate, development, and site operations solutions. The company develops, finances, owns, and operates charging solutions that take the cost and complexity out of electrifying fleets.
At Terawatt, we execute humbly and with urgency to provide tailored solutions for fleets that delight our clients and support the transition of transportation.
Role Overview
Terawatt Infrastructure is seeking a highly skilled and strategic Director of Financial Planning & Analysis (FP&A) to join our growing finance team. This role will be pivotal in driving financial performance, providing strategic insights, and managing the company's budgeting, forecasting, and long‑range planning processes. The Director of FP&A will work closely with executive leadership and department heads to optimize capital allocation, assess new business opportunities, and ensure financial rigor across all operations.
This is a critical leadership role for a hands‑on, analytical, and commercially minded individual who thrives in a fast‑paced, complex, and high‑growth environment, ideally with experience in infrastructure, energy, or real estate development.
Financial Planning & Analysis
Lead the annual budgeting process, quarterly forecasting, and long‑range strategic financial planning (LRP).
Develop and maintain complex financial models to support critical business decisions, including capital expenditure planning, project financing, and operational efficiency analysis.
Provide strategic financial analysis and guidance to executive leadership on business performance, market trends, and potential risks and opportunities.
Manage the company's financial metrics (KPIs) and reporting, providing detailed variance analysis (actual vs. budget/forecast).
Process Improvement & Leadership
Drive continuous improvement of FP&A processes, systems, and tools to enhance efficiency, accuracy, and scalability (e.g., implementation or optimization of ERP/planning software).
Lead, mentor, and develop a high‑performing FP&A team, fostering a culture of rigorous analysis, collaboration, and continuous learning.
Ensure alignment between financial plans and operational goals.
Required Qualifications
Bachelor's degree in finance, accounting, economics, or a related quantitative field.
Minimum of 8‑10 years of progressive experience in FP&A, investment banking, private equity, or corporate finance, with at least 3‑5 years in a leadership or managerial capacity.
Proven experience in a high‑growth company, or one focused on complex capital‑intensive projects (e.g., infrastructure, energy, utilities, real estate development).
Expert‑level proficiency in financial modeling, including the ability to build sophisticated, integrated three‑statement financial models from scratch.
Exceptional analytical skills and the ability to translate complex financial data into clear, actionable insights for non‑financial stakeholders.
Strong communication and presentation skills, with experience presenting to C‑level executives and/or boards of directors.
Preferred Qualifications
Experience with project finance or evaluating infrastructure assets (e.g., NPV, IRR calculations, debt structuring impacts).
Experience implementing or managing modern FP&A software tools (e.g., Adaptive Planning, Anaplan, etc.).
Knowledge of the EV, charging infrastructure, or real estate development sectors.
$200,000 - $250,000 a year
Compensation for this role is determined by several factors, including the cost of labor in specific geographic markets, and these ranges are intended to provide a helpful reference. The actual compensation offer will be based on the candidate's location, skills, level of expertise and experience, and internal equity considerations. In addition to base salary, we offer a comprehensive benefits package and, where applicable, performance‑based incentives.
We are building a team that represents a variety of backgrounds, perspectives, and skills. At Terawatt, we continuously strive to foster inclusion, humility, energizing relationships, and belonging, and welcome new ideas. We're growing and want you to grow with us. We encourage people from all backgrounds to apply.
If a reasonable accommodation is required to fully participate in the job application or interview process, or to perform the essential functions of the position, please contact *********************************.
Terawatt Infrastructure is an equal‑opportunity employer.
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$200k-250k yearly 4d ago
Director of Finance
Vouch, Inc. 4.4
Finance vice president job in San Francisco, CA
Vouch is the insurance broker that powers ambition.
We're a tech‑enabled insurance advisory and brokerage purpose‑built for growing companies in technology, life sciences, and professional services. Our clients are ambitious leaders building complex businesses, and we help them manage risk with tailored advice, smart coverage, and responsive service.
Backed by over $200M from world‑class investors, Vouch combines deep industry expertise with AI‑powered tools to deliver a better insurance experience. Our digital workflows reduce friction, speed up decisions, and give our clients the confidence to move faster.
Why join Vouch?
Not only is this an exciting and growing team where you can drive a real impact on our operational scalability, but Vouch is also the preferred insurance provider to customers of Y Combinator, Brex, Carta, and WeWork. We're a quickly growing startup that believes in transparency and acknowledgment with our team members and cultivating a values‑driven company. Our values are “Be Client Obsessed”, “Own it together”, “Act with integrity and empathy”, “Stay Curious and Grow”, and “Empower People.”
Work Environment
Vouch has employees across the U.S., with offices in San Francisco, Chicago, and New York City. While this role has hybrid work flexibility, we require team members to be in the office at least three days per week (Tuesday, Wednesday and Thursday) to foster close collaboration and team building.
Why this role matters
As the Director of Finance, you will sit at the intersection of strategy and execution, serving as a critical business partner to the CFO and executive leadership. You will move beyond simple reporting to drive profitability, operational efficiency and financial oversight for the business.
In this "player‑coach" role, you will lead a direct report while rolling up your sleeves to own Vouch's financial architecture. You will own long‑range and annual planning, support board and investor relations, and build the data‑driven insights necessary to scale Vouch into the future.
What you'll do
Own the Financial Architecture: Own and enhance Vouch's 3‑statement and business unit financial models. Build scenarios for new initiatives, GTM strategies, and resource allocation to ensure plans support overall business objectives.
Strategic Planning & Forecasting: Lead the annual and semi‑annual planning processes, and monthly rolling forecasts. Partner with department heads to set targets and drive accountability.
Executive & Board Partnership: Act as a strategic advisor to executive leadership. Produce materials for the executive team, Board of Directors, and investors providing financial clarity to guide strategic decisions.
Drive Business Insights: Collaborate cross‑functionally with GTM, Product, and Data teams to refine driver‑based unit economics and analyze P&L impact. Lead profitability analyses to identify cost optimization and growth opportunities.
Systems & Scale: Drive enhancements to and adoption of financial planning and reporting software. Implement process improvements that drive operating leverage across the company.
Team Leadership: Manage, mentor, and develop a direct report, helping them grow their skills in business partnering and operational excellence.
About you
Experience: 8-10+ years of progressive experience in strategic finance, corporate FP&A, or investment banking, with a background in high‑growth tech or fintech environments.
Technical Mastery: Expert‑level 3‑statement modeling skills (P&L / balance sheet / cash flow) with the ability to build complex models from scratch.
Strategic Thinker: Experience partnering with executives to influence strategy, pricing, and resource allocation.
Leadership: Demonstrated experience managing or mentoring team members and leading cross‑functional processes.
Communication: Excellent oral and written communication skills, with the ability to distill complex data into clear narratives for the Board and investors.
Agility: Comfort working in a fast‑paced, high‑growth environment where you must manage ambiguity and pick up unstructured tasks to run them to completion.
Nice to have
MBA
Experience with insurance or fintech business models
Experience with data analytics/visualization tools
Experience operating financial planning software
Benefits
Competitive compensation and equity packages
Health, dental, and vision insurance
Wellness allowance
Company‑sponsored personal and professional development
Partnerships with Ethena and monthly Lunch & Learns
Wellbeing perks, including Peloton, Fetch, OneMedical, Headspace care+
Caregiver support with dependent care FSA and Care.com membership
Regular performance reviews with goal setting and promotion opportunities
Interview Process
30‑minute phone call with recruiting
30‑45 minute video interview with hiring manager
Case study/technical screen
Meeting the team: 30‑45 min 1:1 video discussion with 3-4 team members
Executive chat
Compensation
Our salary ranges are based on paying competitively for our size and industry. Compensation includes equity and a benefits package. Individual pay decisions are based on qualifications, experience, skill set, location, and business need. The pay range for this role is $200,000 - $240,000 USD per year (Hybrid - San Francisco, California, US).
Equal Opportunity Statement
Vouch believes in putting our people first, and building a diverse team is at the front of everything we do. We welcome people from different backgrounds, experiences, perspectives, and ranges of abilities. We are an equal‑opportunity employer and celebrate the diversity of our growing team. If you require reasonable accommodation to complete this application, interview, or complete any pre‑employment testing, please direct your inquiries to *******************.
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$200k-240k yearly 1d ago
Finance Director
Association for Financial Professionals 3.9
Finance vice president job in San Francisco, CA
Receives assignments in the form of objectives and determines how to use resources to meet schedules and goals. Manages, prepares, administers, and directs control of budget / organization resources. Manages the activities of the financial / resource analyst staff. Reviews and approves recommendations for financial planning and control. Monitors division and department adherence to approved budget. Provides guidance to subordinates to achieve goals in accordance with established policies. Work is reviewed and measured based on meeting objectives and schedules. Follows processes and operational policies in selecting methods and techniques for obtaining solutions. Erroneous decisions or failure to achieve goals results in additional costs and personnel, and serious delays in overall schedules.
The final salary and offer components are subject to additional approvals based on UC policy.
Your placement within the salary range is dependent on a number of factors including your work experience and internal equity within this position classification at UCSF. For positions that are represented by a labor union, placement within the salary range will be guided by the rules in the collective bargaining agreement.
The salary range for this position is $110,400 - $235,400(Annual Rate).
To learn more about the benefits of working at UCSF, including total compensation, please visit: https://ucnet.universityofcalifornia.edu/compensation-and-benefits/index.html
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$110.4k-235.4k yearly 2d ago
Director of Strategic Finance
The Voleon Group 4.1
Finance vice president job in Berkeley, CA
Voleon is a technology company that applies state-of-the-art machine-learning techniques to real-world problems in finance. For more than a decade, we have led our industry and worked at the frontier of applying machine learning to investment management. We have become a multibillion-dollar asset manager, and we have ambitious goals for the future.
Your colleagues will include internationally recognized experts in machine learning research as well as highly experienced finance and technology professionals. You will be working with strategies that are at the forefront of machine learning and statistical trading. The strategies have been carefully designed to generate non-correlated returns. Our firm and its strategies are the product of many years of meticulous research and craftsmanship, and you will lead the way in bringing them to investors.
In addition to our enriching and collegial working environment, we offer highly competitive compensation and benefits packages, technology talks by our experts, a beautiful modern office, daily catered lunches, and more.
We're looking for a Director of Strategic Finance to bolster our growing FP&A team. You will own Voleon's budgeting and forecasting as well as lead efforts focused on evaluation and execution of new business initiatives, including new ventures beyond traditional fund management. This is a highly strategic finance position requiring sharp business judgment, a deep financial modeling toolkit, and the ability to be a trusted thought partner in enterprise-level decisions. You will report to the CFO and work cross-functionally with strategy, operations, and executive leadership.
Responsibilities
Own company-wide forecasting, budgeting processes and deliverables
Partner with senior leadership to evaluate and operationalize new business initiatives
Prepare executive level materials summarizing business proposals, economics, and go-forward plans
Coordinate accounting, reporting and compliance operational workflows related to growth initiatives, ensuring timely and accurate reporting and compliance
Provide analytical and financial insights for both exploratory and executional phases of growth initiatives
Support firm-wide strategic planning, scenario modeling, and capital allocation analyses
Lead cross-functional initiatives to improve operating efficiencies including Management Company Finance, Fund Finance and other functional groups
Requirements
10+ years of experience in strategic finance, corporate development, investment banking, or FP&A in fast growing technology or services companies with complex operations
Excellent communication and stakeholder management skills, including with legal, compliance, and executive leadership
Strong financial modeling and forecasting capabilities
Demonstrated ability to independently drive complex, cross-functional initiatives
Proven knowledge of accounting and financial reporting on a GAAP and cash basis
Strategic thinker with a commercial mindset and a high level of business judgment
Bachelor's degree in Finance, Economics, or related field; MBA or other advanced degree a plus
The base salary range for this position is $160,000 to $190,000 in the location(s) of this posting. Individual salaries are determined through a variety of factors, including, but not limited to, education, experience, knowledge, skills, and geography. Base salary does not include other forms of total compensation such as bonus compensation and other benefits. Our benefits package includes medical, dental and vision coverage, life and AD&D insurance, 20 days of paid time off, 9 sick days, and a 401(k) plan with a company match.
If you have a great candidate in mind for this role and would like to have the potential to earn $15,000 if your referred candidate is successfully hired and employed by The Voleon Group, please visit our website for more information on the Voleon Referral Bonus Program.
The Voleon Group is an Equal Opportunity employer. Applicants are considered without regard to race, color, religion, creed, national origin, age, sex, gender, marital status, sexual orientation and identity, genetic information, veteran status, citizenship, or any other factors prohibited by local, state, or federal law.
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$160k-190k yearly 2d ago
Financial Controller (San Francisco, CA)
Collectly, Inc.
Finance vice president job in San Francisco, CA
About Collectly
Collectly is a fast-growing healthcare tech startup leading the charge in transforming the U.S. healthcare market through AI-driven innovation. In the U.S., millions of patients interact with healthcare providers daily, navigating a system that often struggles with inefficiencies, administrative burdens, and suboptimal financial experiences.
At the forefront of the AI boom, Collectly is redefining revenue cycle management (RCM) by applying cutting-edge artificial intelligence to automate workflows, streamline billing processes, and create seamless financial experiences. Our solutions are designed to tackle some of the biggest challenges in healthcare: accelerating cash flow, reducing administrative overhead, and elevating the patient experience during critical non-clinical touchpoints.
By simplifying billing for providers and elevating the patient financial experience, Collectly empowers healthcare organizations to thrive in a rapidly evolving healthcare landscape. We empower healthcare providers to focus on what matters most-delivering care.
The Opportunity
Join us to build and scale the accounting foundation for a modern B2B SaaS business during the growth phase. This is a true builder role for someone who combines public accounting rigor with the judgment and creativity needed to design modern, scalable systems in a high-growth environment.
Please note: This role is hybrid - candidates located in the San Francisco Bay Area only will be considered.
What You'll Do
Direct the entire accounting cycle: Oversee the general ledger, receivables/payables, payroll, revenue accounting, and the preparation of financial reports.
Construct and deploy scalable infrastructure as the organization migrates from external bookkeeping to internal operations (invoicing, expense management, reporting tools, etc.).
Manage the month-end closing process to ensure the delivery of prompt, audit-compliant financial results.
Utilize automation processes to enhance operational velocity, precision, and data insights.
Collaborate with the executive team on performance metrics, budget planning, financial projections, and stakeholder reporting.
Oversee external audits, tax filings, and regulatory compliance requirements.
Implement robust internal policies and controls in accordance with US GAAP standards.
Who You Are
5+ years of progressive accounting experience
Background in B2B SaaS startups (Series A, B & C)
Experience in high-growth, venture-backed companies
Deep knowledge of US GAAP and ASC 606
Familiarity with B2B SaaS business models
Systems-oriented mindset with interest in automation and AI
High ownership, strong judgment, and comfort working closely with leadership
Compensation: $150,000 - $180,000 per year
Why You'll Love It Here
Unlimited PTO: We believe in work-life balance and encourage you to recharge when you need it.
Comprehensive Health Coverage: Fully paid medical, dental, and vision insurance for you and your dependents, because your well-being matters to us.
Equity Opportunities: Share in our success with stock options - your hard work will drive our growth.
Retirement Planning Made Easy: Enjoy a 401(k) with a generous company match to secure your future.
Student Loan Support: We help lighten the load with contributions toward your student loans.
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$150k-180k yearly 5d ago
Director of Finance
Openenvoy Inc.
Finance vice president job in San Mateo, CA
Our approach is to design simple, elegant software that automates the AP process so Finance teams can improve cash flow in real time, sending money directly to the bottom line. We are bringing joy back to finance professionals allowing them to shed repetitive tasks and focus on more strategic work to stay ahead of the curve. It's time Finance had modern tech dedicated to their workflow.
We're just getting started! As a distributed team, we are committed to building an exceptional culture and product. We are backed by leading SV investors including Riot Ventures, RRE, Naval Ravikant, Hack Fund, and others.
As the Director of Finance, you will be the cornerstone of our company's success, driving innovation, shaping strategy, and ensuring sustainable growth. Reporting directly to the CEO, you'll partner closely with senior leaders to lead the charge on transforming financial insights into impactful decisions.
Responsibilities
Partner with Sales, Marketing, and Customer Success teams to analyze performance and identify areas for improvement. Will also negotiate deals, model value for customers, help identify and close new partners.
Analyze sales pipeline data to identify opportunities for improvement and forecast future revenue.
Develop and implement comprehensive financial plans, budgets, and forecasts. Conduct in-depth financial analysis to identify trends, opportunities, and risks.
Optimize cash flow and working capital management.
Elevate our reporting processes to provide clear, actionable insights to stakeholders.
Implement systems and tools that make our financial operations scalable and future-ready.
Prepare detailed financial reports and presentations for executive leadership and the board of directors.
Support fundraising activities, including investor presentations and due diligence. Maintain strong relationships with investors and provide regular updates on financial performance.
Qualifications
Bachelor's degree in Finance, Business, Economics, Statistics, or a related field.
4+ years of experience in finance, startups, or investment banking roles.
Proven track record of success.
Strong analytical and problem-solving skills.
Excellent communication and presentation skills.
Experience with financial modeling, forecasting, and budgeting.
Ability to thrive in a fast-paced, dynamic environment.
Apply now
Open Envoy is committed to equal employment opportunity and does not discriminate in any employment opportunities or practices based on an individual's race, color, creed, gender (including gender identity and gender expression), religion (all aspects of religious beliefs, observance or practice, including religious dress or grooming practices), marital status, registered domestic partner status, age, national origin or ancestry (including language use restrictions and possession of a driver's license issued under California Vehicle Code section 12801.9), natural hair, physical or mental disability, political affiliation, medical condition (including cancer or a record or history of cancer, and genetic characteristics), sex (including pregnancy, childbirth, breastfeeding or related medical condition), genetic information, sexual orientation, military and veteran status or any other consideration made unlawful by federal, state, or local laws. It also prohibits unlawful discrimination based on the perception that anyone has any of those characteristics, or is associated with a person who has or is perceived as having any of those characteristics.
Open Envoy participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S.
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$114k-180k yearly est. 3d ago
Director of Finance - FP&A
Unlearn
Finance vice president job in San Francisco, CA
Our Mission and Vision
Unlearn exists to transform clinical development by making every trial smarter. We harness data, AI, and digital twins to enable faster, more robust studies that bring life-saving treatments to patients faster. This mission drives everything we do as we partner with biopharmaceutical companies to redesign how clinical trials are planned, run, and analyzed.
We are defining the future of clinical development with unmatched scientific credibility, replacing uncertainty with AI-powered precision so decisions are clearer and trials are stronger. We don't just disrupt the pharmaceutical industry, we create lasting change.
We believe AI will define the future of medicine, and we are committed to building that future responsibly, rigorously, and in close collaboration with our partners in clinical development.
About Our Team
We come from a variety of backgrounds ranging from machine learning to marketing-but regardless of where we come from, Unlearners share some common traits:
Unlearners are ambitious; we aren't intimidated by big, challenging goals.
Unlearners are disciplined experimenters; we break down our big goals into smaller chunks and meet as often as necessary to track our velocity and iterate quickly.
Unlearners are gritty; we never give up, setbacks just make us try harder.
Unlearners are receptive to new ideas; in fact, we hate being stuck with the status quo
Unlearners are storytellers; sharing information with each other and with the world is super important, too important to be boring. And, last but not least,
Unlearners are team-oriented; we put the mission first, the company second, the team third, and individuals last.
Headquartered in San Francisco, Unlearn was founded in 2017 by a team of world-class machine learning scientists. We have raised venture capital from top tier investors such as Altimeter, Insight Partners, Radical Ventures, 8VC, DCVC, and DCVC Bio, and completed our $50 million Series C in January 2024.
If our purpose and culture resonate with you, we invite you to apply.
The Role
We are seeking a Director of Finance & Operations to serve as a strategic partner to the CFO/COO and executive team, owning financial planning, operational processes, and cross-functional business initiatives that drive sustainable growth.
This is a high-impact individual contributor role that combines strategic thinking with hands-on execution. You will own the company's FP&A processes, lead operational excellence initiatives, and serve as a trusted advisor to department heads. You'll shape how we allocate resources, evaluate opportunities, and scale our infrastructure.
Reporting to the CFO/COO, you will collaborate closely with Tech Ops, Commercial, Product, R&D, People Operations, and Executive teams. The ideal candidate is analytical, strategic, and execution-oriented with strong business partnership skills.
What You'll DoStrategic Finance
Own annual budgeting, quarterly forecasting, and long-range strategic planning processes
Build and maintain financial models for revenue, expenses, headcount, and cash flow
Lead scenario planning and sensitivity analysis to support major business decisions
Provide financial insights that shape company strategy and resource allocation
Prepare materials for executive reviews, investor updates, and board presentations
Financial Planning & Analysis
Deliver monthly and quarterly business reviews with variance analysis, KPIs, and actionable insights
Develop executive dashboards and reporting frameworks that track business performance
Partner with department leaders to build bottoms-up budgets aligned with company goals
Drive continuous improvement in forecasting accuracy and planning methodologies
Business Operations
Lead operational planning for capacity modeling, resource optimization, and territory planning
Drive process improvements that enhance efficiency and scalability across the organization
Manage vendor relationships, contract negotiations, and procurement activities
Implement and optimize business systems and tools to support data-driven decision making
Own special projects and strategic initiatives on behalf of leadership
Cross-Functional Partnership
Partner with Commercial on pipeline analytics, bookings forecasting, and revenue planning
Collaborate with Product and R&D on project costs, resource planning, and ROI analysis
Support People Operations on workforce planning and compensation analysis
Translate complex financial concepts into clear insights for diverse stakeholders
What You BringRequired Experience
8-12 years in FP&A, Operations, Corporate Finance, or Consulting
Experience managing full planning cycles (budgeting, forecasting, long-range planning)
Proven ability to influence senior leadership and drive cross-functional alignment
Background in tech, biotech, healthcare, SaaS, or high-growth analytical industries
Technical Skills
Advanced Excel/Google Sheets proficiency with strong financial modeling capabilities
Experience with business systems (ERP, CRM, BI tools)
Understanding of key financial metrics, and cash flow management
Ability to build dashboards, reports, and analytical frameworks
SQL or data analysis skills a plus
Personal Attributes
Strategic thinker who can balance big-picture vision with detailed execution
Exceptional analytical rigor and problem-solving skills
Strong communicator who can present to executives and boards
Self-starter with ownership mentality and bias for action
Adaptable and comfortable with ambiguity in fast-paced environments
Collaborative partner who builds trust across the organization
Preferred
MBA or advanced degree in Finance, Business, or Economics
Experience at venture-backed startups or high growth companies
Exposure to board materials and investor reporting
Benefits & Perks
The following benefits and perks are for full time roles only.
Generous equity participation
100% company-covered medical, dental, & vision insurance plans
401k plan with matching
Flexible PTO plus company holidays
Annual company-wide break December 24 through January 1
Commuter benefits
Paid Parental Leave
Unlearn is an equal opportunity employer.
At Unlearn, we are committed to building a diverse and inclusive workplace, because inclusion and diversity are essential to achieving our mission. If you're excited about this role, and your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply nevertheless.
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$114k-179k yearly est. 3d ago
Sales Finance Director: Strategic FP&A for Growth
Menlo Ventures
Finance vice president job in San Francisco, CA
A dynamic technology firm is seeking a Director of Sales Finance to partner closely with the Chief Revenue Officer. This high-impact role involves driving financial planning, management, and strategic insights to enhance sales performance. The ideal candidate will possess a Bachelor's degree in Finance and significant experience in finance, especially related to sales compensation plans. The position offers a competitive salary range, hybrid work options, and comprehensive benefits.
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$114k-179k yearly est. 5d ago
Director, Project Finance
Goflux
Finance vice president job in San Francisco, CA
At Flux, we're committed to securing every person's immediate and long-term financial goals, including our own. We're searching for a qualified Director, Project Finance to join us to lead our Project Finance Team. The ideal candidate shares our commitment to carefully guided decision-making for tax-equity and debt raises at the Project Level. As a leader of the finance team, the Director will work with like-minded professionals and continually focus on sharpening their knowledge and skills so that we remain the leader in V2G.
LOCATION
San Francisco or remote
EMPLOYMENT TYPE
Permanent
What You'll Do
Coordinating the strategy and executing the plan to raise warehouse debt, term debt, tax equity and/or loan funding capital to support growth
Interface with debt and equity investors in the V2G space - source, negotiate and close tax equity and loan commitments
Lead finance transactions, negotiations, due diligence, and modeling
Work with existing capital providers to effectively structure the capitalization of V2G assets
Develop and maintain successful relationships with financing parties, including tax equity investors, lenders, project investors and others
Lead or assist on evaluating M&A opportunities and Closing/Negotiating Purchase and Sale Opportunities
Lead detailed financial analysis of various financing options and drive selection and execution of preferred approach, with strong focus on timing, budget, and ability to find solutions
Manage corporate finance compliance requirements including budgets, cash flow forecasts and other quarterly reporting requirements
Play a key team role, collaborate with strategic investors, and present associated materials
Be a manager for more junior finance people and lead by example, both in knowledge and work ethic
Responsibilities
Coordinating the strategy and executing the plan to raise warehouse debt, term debt, tax equity and/or loan funding capital to support growth in the utility scale business.
Interface with debt and equity investors in the solar space - source, negotiate and close tax equity and loan commitments.
Lead finance transactions, negotiations, due diligence, and modeling.
Work with existing capital providers to effectively structure the capitalization of solar assets.
Develop and maintain successful relationships with financing parties, including tax equity investors, lenders, project investors and others.
Interested in joining? Feel free to apply and we'll reach out if we feel you are a good fit.
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$114k-179k yearly est. 2d ago
Strategic Hospital Finance Controller
Bileddo Associates
Finance vice president job in San Francisco, CA
A healthcare consulting firm is seeking a Controller for a not-for-profit hospital in California. This role involves overseeing accounting operations and financial reporting, ensuring compliance with healthcare standards, and collaborating with executive leadership. Ideal candidates will possess a Bachelor's degree in Accounting or Finance, with strong healthcare accounting experience preferred. A competitive compensation package and benefits are offered.
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$91k-139k yearly est. 2d ago
Controller Hospital Finance
Bileddo Associates
Finance vice president job in San Francisco, CA
Central California
Our client is a 25-bed Critical Access not-for-profit hospital centrally located in California. Minutes to wine country and over 300 wineries!
They have engaged us to locate an experienced Controller to lead accounting operations, financial reporting, and internal controls in a complex, regulated environment. This role is ideal for a finance professional who wants ownership, leadership visibility, and the ability to directly influence organizational performance.
Why Controllers Choose This Role High-Impact Scope:
Oversight of accounting operations, reporting accuracy, and compliance in a mission‑critical environment.
Leadership Partnership: Regular collaboration with executive leadership and operational leaders.
Process Authority: Opportunity to improve close cycles, reporting workflows, and internal controls.
Stability‑Focused Environment: Emphasis on financial discipline, transparency, and long‑term sustainability.
Key Responsibilities
Lead month‑end and year‑end close processes, ensuring timely and accurate financial statements.
Oversee general ledger, accounts payable, accounts receivable, payroll coordination, and fixed assets.
Ensure compliance with healthcare accounting standards, internal controls, and audit requirements.
Partner with leadership on budgeting, forecasting, and financial analysis.
Support external audits and regulatory reporting.
Identify opportunities to improve efficiency, controls, and financial visibility.
Qualifications
Bachelor's degree in Accounting, Finance, or related field (CPA preferred).
Healthcare accounting experience strongly preferred.
Proven experience managing close processes and financial reporting.
Strong knowledge of GAAP and internal control frameworks.
Ability to partner effectively with non‑finance leaders.
Compensation & Benefits
Competitive compensation and benefits package offered. Full details provided during the interview process.
Next Steps
Qualified candidates are encouraged to apply or inquire confidentially for additional information to the link below.
Click here to apply online
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How much does a finance vice president earn in Vallejo, CA?
The average finance vice president in Vallejo, CA earns between $102,000 and $234,000 annually. This compares to the national average finance vice president range of $98,000 to $222,000.
Average finance vice president salary in Vallejo, CA