Finance Planning Manager jobs at Salesforce - 2632 jobs

Hands-on experience with Orange Logic DAM platform, including building workflows, configurations, and system integrations. Minimum 5 years of experience in DAM systems administration, workflow management, or marketing technology operations. Experience with system integrations and API connections between DAM platforms and third-party tools. Proven experience designing and implementing complex workflows for digital asset management, including ingestion, approval, distribution, and archival processes. Strong technical aptitude with ability to learn new platforms, understand system architectures, troubleshoot independently, and drive projects from conception through implementation with minimal oversight. Excellent communication skills with experience presenting to and influencing stakeholders at all organizational levels. Experience using data and metrics to measure impact, identify opportunities, and drive continuous improvement. Bachelor's degree in Information Technology, Marketing, Library Science, or related field, or equivalent practical experience.

Our Consumer Products client, in partnership with CV Resources, seeks a talented Financial Analyst to join their Finance and Accounting Team. You will have the opportunity to report directly to the head of the FP&A department, gaining valuable mentorship opportunities. Job Title: Financial Analyst Location: near West Hollywood Job Status (direct hire, consulting, consulting with possibility of hire) - This role is a direct hire role. Job Site Status (onsite/hybrid/remote) - Our client has an onsite work status. Compensation - Salary range is $70,000/year to $90,000/year. There is a bonus offered. RESPONSIBILITIES OF THE FINANCIAL ANALYST Financial Planning and Analysis (FP&A) - Budgeting and Forecasting Develop and maintain monthly and quarterly forecasts, identifying trends, risks, and opportunities. Perform variance analysis to compare actual results against forecasts and budgets, providing actionable insights. Support long-range financial planning and scenario modeling to guide strategic business decisions by updating data. Assist the Head of FP&A in leading annual budget, reforecasts, and long-term plans in both corporate and sales and marketing budgets. Collaborate with stakeholders to help understand vendor costs and ensure that billed invoices are accurate. Financial Planning and Analysis (FP&A) - Data Analysis Gather data from diverse sources (ERP, POS, and other platforms) Integrate data. Analyze data using Business Intelligence (BI) tools. Present proposals based on data analysis. Financial Planning and Analysis (FP&A) - Data Maintenance Track performance metrics to measure business performance. Generate ad hoc analysis and financial reporting. Process Improvements Identify opportunities to streamline financial processes, improving efficiency and reporting accuracy. Support financial system upgrades and automation initiatives to enhance reporting capabilities. Ensure internal controls and compliance with financial policies and best practices. Assist in the development of financial tools and models to support decision-making. Miscellaneous Accept all relevant tasks as given by upper management. QUALIFICATIONS OF THE FINANCIAL ANALYST Required Bachelor's degree in accounting, finance, or a comparable major. Bachelor's degree from a well-respected college or university. At least one (1) year of FP&A work experience. Proficient understanding of Key Performance Indicators (KPI's) Preferred MBA Current or prior experience working in one of these following industries: manufacturing, distribution, Consumer Products Goods (CPG), Food and Beverage, Apparel. Three (3) statement model experience (income statement, balance sheet, and cash flow statement) into one dynamically connected financial model. SKILLS OF THE FINANCIAL ANALYST Required Technical Expert-level MS Excel proficiency (pivot tables, financial modeling) Power BI or Tableau or Planful or equivalent program Interpersonal Executive presence. Superb analytical and critical thinking skills. Diligence and accuracy. Impeccable communication skills. For further information, submit your resume to Mark@CVRStaffing.com. All inquiries will be kept in the strictest confidence.

We are partnered with a vertically integrated real estate investment, management and development company with a primary concentration in the Washington, DC metropolitan area. The company specializes in large-scale, institutional-quality development projects with high impact, while also owning and managing a portfolio of existing operating real estate assets. They are seeking a highly motivated Financial Analyst to support the Director of Financial Analytics and Strategic Initiatives and partner closely with the Investments team. This role will support budgeting, forecasting, variance analysis, and asset performance analysis. The ideal candidate is detail-oriented, analytical, and eager to grow within a fast-paced, entrepreneurial real estate environment. Responsibilities: Support the annual budgeting process, consolidation of department budgets, and periodic budget reforecasting to support the development of updated financial projections. Prepare quarterly budget-to-actual variance reporting, analyze financial results, identify key drivers, and summarize trends for management review. Support preparation and maintenance of cash flow projections, ensuring corporate cost inputs are properly consolidated and results are clearly communicated. Analyze indirect cost allocations and provide corporate cost inputs to project stakeholders for budget and liquidity consideration. Assist with financial reporting systems and infrastructure, including maintenance of account trees and reporting templates. Prepare executive presentation materials, including slides, dashboards, and summary reports that translate detailed analysis into clear, concise insights for senior leadership. Pull monthly reporting from Costar to maintain market analysis on rent growth, new construction projects, occupancy, etc. Conduct ad-hoc financial analysis, research, and assist with special projects to support decision-making, operational improvements, and business initiatives. Education and Experience: Bachelor's degree in Accounting, Finance, Economics, or a related discipline. 1-2+ years of relevant experience in FP&A, corporate finance, or accounting. Strong analytical and quantitative skills with the ability to interpret financial data clearly. Excel proficiency (e.g., financial modeling, data manipulation, scenario analysis). Experience with or exposure to Yardi or similar reporting/ERP systems preferred. Real estate industry experience is a plus. Familiarity with financial reporting structures and budgeting systems preferred

Infor Finance ERP Analyst 100% Remote Unable to provide sponsorship now or in the future Our client is a leading healthcare organization looking to bring on an Infor Finance ERP Analyst onto their team. This individual will work alongside the ERP team to manage & configure the Finance module of their Infor ERP system. Responsibilities: Perform daily configuration, monitoring, maintenance, and troubleshooting for the Infor Finance module. Deliver technical support to end users by resolving system-related issues and ensuring a positive user experience. Configure ERP modules to meet business needs and align with established workflows. Collaborate with IT teams and external vendors to customize ERP features and integrate third-party applications. Partner with departments such as Finance, HR, and Inventory to analyze processes and identify opportunities to improve efficiency through ERP solutions. Propose and implement enhancements to optimize system performance and streamline business operations. Conduct user training sessions and develop comprehensive manuals and guides for ERP usage. Maintain detailed documentation of system updates, configurations, and procedures for future reference. Coordinate, test, and validate ERP upgrades to minimize operational disruption; assist in evaluating and selecting new ERP tools or solutions when needed. Requirements: Associate's Degree required, Bachelor's Degree preferred. 3+ years of experience configuring the Infor Finance module. Experience in troubleshooting and solving technical issues related to ERP systems. Strong communication skills.

The Finance team at Asana tracks and seeks to understand the factors driving our growth and success. We help our entire organization achieve our operational and financial goals while embodying our company values. We ensure our objectives are feasible and work closely with all teams to ensure they have the resources they need to achieve our ambitious mission enabling all teams to work together effortlessly. We are looking for an outstanding corporate finance manager to join our FP&A team in our mission to help humanity thrive by enabling the world's teams to work together effortlessly. In this role, you will have the opportunity to strategically assess our growth drivers and partner with our Go-To-Market teams to drive impact. As a finance professional who has experience at PLG and SLG-led companies, you will solve hard problems independently, have deep experience in financial analysis, and have strong executive presence to communicate with senior leadership. The ideal candidate will be curious, detail-oriented, and collaborative, with excellent analytical and communication skills. This role is based in our San Francisco office with an office-centric hybrid schedule. The standard in-office days are Monday, Tuesday, and Thursday. Most Asanas have the option to work from home on Wednesdays. Working from home on Fridays depends on the type of work you do and the teams with which you partner. If you're interviewing for this role, your recruiter will share more about the in-office requirements. What you'll achieve Analytically solve problems with the ability to gather and summarize large amounts of data to lead efficient executive decision-making; Lead the end-to-end recommendation process Nurture deep, trusted partnerships with Sales, Marketing, Product, Engineering, Accounting, IT, Business Operations, and their respective technical teams Support strategic short and long-term business decisions through ROI-focused financial modeling and analysis across different segments of the business Build, maintain, and own our revenue forecast model, helping connect the dots between net bookings forecast to our RPO, billings, deferred revenue, and GAAP revenue forecasts Propose and implement solutions to drive key financial metrics in partnership with the GTM organization Guide process improvement, standardization, simplification, install proper controls, and reporting enhancements About you 7+ years of applicable experience in FP&A, corporate, or strategic finance at PLG and SLG-led tech companies Bachelor's degree in finance, accounting, economics or a related quantitative field Strong understanding of corporate finance concepts and accounting principles Advanced knowledge of MS Excel/Google Sheets Prior experience with financial and data analytics tools including Anaplan and Databricks Ability to cultivate effective relationships and work cross-functionally with strong planning, process management, communication, and organizational skills Excellent business judgment and intellectual curiosity; proven ability to turn data into actionable insights and recommendations Track record of presenting complex financial analyses clearly and concisely to senior management Calm in the face of uncertainty and comfortable working in a dynamic environment, you bring a proactive ownership and action-oriented approach At Asana, we're committed to building teams that include a variety of backgrounds, perspectives, and skills, as this is critical to helping us achieve our mission. If you're interested in this role and don't meet every listed requirement, we still encourage you to apply. What we'll offer Our comprehensive compensation package plays a big part in how we recognize you for the impact you have on our path to achieving our mission. We believe that compensation should be reflective of the value you create relative to the market value of your role. To ensure pay is fair and not impacted by biases, we're committed to looking at market value which is why we check ourselves and conduct a yearly pay equity audit. For this role, the estimated base salary range is between $164,000- $186,000. The actual base salary will vary based on various factors, including market and individual qualifications objectively assessed during the interview process. The listed range above is a guideline, and the base salary range for this role may be modified. In addition to base salary, your compensation package may include additional components such as equity, sales incentive pay (for most sales roles), and benefits. If you're interviewing for this role, speak with your Talent Acquisition Partner to learn more about the total compensation and benefits for this role. We strive to provide equitable and competitive benefits packages that support our employees worldwide and include: Mental health, wellness & fitness benefits Career coaching & support Inclusive family building benefits Long-term savings or retirement plans In-office culinary options to cater to your dietary preferences These are just some of the benefits we offer, and benefits may vary based on role, country, and local regulations. If you're interviewing for this role, speak with your Talent Acquisition Partner to learn more about the total compensation and benefits for this role. #LI-Hybrid About us Asana is a leading platform for human + AI collaboration. Millions of teams around the world rely on Asana to achieve their most important goals, faster. Asana has been named to Fortune's Best Workplaces for 7+ years and recognized by Fast Company, Forbes, and Gartner for excellence in workplace culture and innovation. We offer an exceptional office-centric culture while adopting the best elements of hybrid models to ensure that every one of our global team members can work together effortlessly. With 13+ offices all over the world, we are always looking for individuals who care about building technology that drives positive change in the world and a culture where everyone feels that they belong. Join Asana's Talent Network to stay up to date on job opportunities and life at Asana.

Tracking Code U25-115 Job Level Not Applicable Category Accounting and Finance Type Full-Time/Regular The Financial Analyst, Corporate FP&A Reporting supports the company's forecasting, budgeting, consolidations, long range planning, and risk and opportunity management processes. This role helps bring together financial inputs across FP&A teams, including revenue, bookings, churn, renewals, headcount, and operating expenses, into a complete and accurate corporate forecast. The analyst will assist in preparing Board of Directors materials, monthly reporting, and executive presentations. The role requires strong technical capability, expert level Excel skills, and the ability to translate financial data into clear charts, visuals, and presentation ready materials. The position also supports organizational efforts through documentation, file structure upkeep, and consistent application of reporting standards. Key Responsibilities Corporate Forecasting, Budgeting, and Long-Range Planning * Support company-wide budgeting and forecasting cycles by consolidating financial inputs from FP&A business partners * Contribute to long range planning model updates and related financial analyses * Maintain and update corporate models with accuracy and attention to detail * Support risk and opportunity tracking and prepare summaries for leadership Financial Consolidation and Reporting * Consolidate revenue, bookings, churn, renewals, expenses, and headcount into an integrated corporate forecast * Prepare monthly and quarterly reporting packages for leadership review * Support the development of Board of Directors presentation materials * Create charts, tables, and visuals that clearly communicate key financial insights * Support company-wide projects, analyses, and ad hoc requests Technical Modeling and Analytics * Build and maintain driver based financial models using Excel and other financial planning tools * Apply solid modeling techniques including scenario analysis, variance analysis, and trend analysis * Support FX neutral and budget neutral analyses when needed * Ensure accuracy and consistency across modeling and data consolidation Process, Organization, and Documentation * Support organization of shared FP&A files and folders, including consistent use of SharePoint * Help maintain documentation and desktop procedures that guide recurring processes * Assist with process improvements and tools that enhance clarity and efficiency across FP&A * Assist in improving reporting consistency and streamlining FP&A workflows ABOUT OUR PLATFORM Tungsten Automation's Intelligent Automation software platform helps government agencies transform information-intensive business processes, reduce manual work and errors, minimize costs, and improve customer engagement. We combine Generative AI, Knowledge Management, Intelligent Document Processing, Process Orchestration, mobility and engagement, and analytics to ease implementations and deliver dramatic results that mitigate compliance risk and increase competitiveness, growth and profitability-particularly crucial for highly regulated industries facing complex compliance requirements. No other software vendor offers a platform of complementary technologies integrated into a scalable, manageable software platform, positioning us to grow and dominate the process automation space. While the job description describes what is anticipated as the requirements of the position, the job requirements are subject to change based upon any changing needs and requirements of the business. Required Experience * 2-5 years of experience in FP&A, corporate finance, or financial analysis * Expert level Excel skills with demonstrated ability to build and maintain financial models * Familiarity with financial planning systems (such as Anaplan, Adaptive Insights, Pigment, or Oracle PBCS) is a plus * Experience with BI or data visualization tools (Tableau, Power BI) is a plus * Ability to communicate financial information clearly both verbally and in written formats * Strong attention to detail, problem-solving skills, and organizational skills * Proactive, collaborative, and able to support multiple priorities in a fast-paced environment Tungsten Automation Corporation, Inc. is an Equal Opportunity Employer M/F/Disability/Vets The base salary range for this role, across the US, is $97,000 - $108,000. Your actual base pay within this range will be determined by your work location as well as skills, qualifications, experience, and relevant education/training. The range provided reflects only the base salary for the role and does not include benefits. This position is located in Remote, United States. View the Google Map in full screen.

As Treasury Manager you will be responsible for managing staff and coordinating resources in a full spectrum of treasury processing and reporting efforts. You will interact frequently with internal and external systems, support staff, spearhead banking requests, and drive ERP and application-based technical initiatives. You will manage extensive processing of bank documentation for multiple domestic and international entities, including the complex opening of international accounts and periodic Know Your Customer (KYC) requirements. You will be responsible for reconciliations relating to cash and investments, with an emphasis on understanding and disseminating cash management controls and documenting these in written and visual formats. Frequent communication with banking and brokerage business partners is required, particularly with respect to international issues. Esri has a Relocation Assistance Program and can provide support with relocating to the Redlands, CA area for this position. Responsibilities Serve as primary technical contact for financial transaction research and process improvement initiatives Manage multiple banking and investment broker relationships Manage and respond to banking requested documentation, including for international and domestic account openings and KYC compliance Manage bank account and investment reconciliations and reporting Create and maintain treasury control documentation Oversee Letter of Credit/Bank Guarantee/Bond application processing Provide financial audit support Requirements 8 years of relevant Treasury experience working with banking system or ERP transaction security controls, including 3+ years of experience with coordination or leadership responsibilities Experienced knowledge of Microsoft Office tools Experience working in a multi-currency environment with international operations Excellent verbal and written communication and presentation skills, with attention to detail Excellent interpersonal skills, including diplomacy, negotiating, reasoning, and problem solving Possess strong analytical skills, including a thorough understanding of how to interpret business needs Visa sponsorship is not available for this posting. Applicants must be authorized to work for any employer in the US Bachelor's in Accounting or Finance Recommended Qualifications 4+ years of experience in a financial institution technical support environment Experience with Visio or other flowcharting tools Understanding of banking KYC documents and processes #LI-Onsite #LI-JH2

Director, Financial Reporting & Technical Accounting (Biotech) Cambridge-based Biotech company is seeking a Director of Accounting & Reporting as an addition to their Finance Leadership Team. This role will work alongside 2 other leadership level individuals to manage all Accounting, Finance, and Reporting. This is a great opportunity to jump on board with an exciting company that just received their 2nd round of funding. Compensation & Benefits: Above market base pay + Bonus + Equity + Great Health / Dental / Vision / 401k Opportunity to join an early-stage biotech company! Responsibilities: Work directly with the CFO on strategic projects, initiatives, process improvement, and team growth Monitor and assist in implementing key accounting pronouncements (ASC 842) Provide technical accounting support to the organization to ensure compliance both with internal policies and procedures, as well as U.S. GAAP. Consolidations, Financial Reporting, Operational Reporting Work directly with the outsourced Accounting Advisory team to prepare month-end close, and reporting Assistance in the preparation of the Form 10-Q, 10-K and other periodic reports, including the preparation of various quarterly and annual footnotes and disclosures Assist in determining accounting and structure for emerging products/services and related revenue streams Education & Experience Requirements Bachelors degree in Accounting, Finance or equivalent 7+ years of experience with GAAP and SEC requirements Experience with ASC 842 is a plus CPA is highly preferred Strong Excel Ability to multi-task in time-constrained situations Entrepreneurial spirit, and interest in growing with the organization

Expedia Group brands power global travel for everyone, everywhere. We design cutting-edge tech to make travel smoother and more memorable, and we create groundbreaking solutions for our partners. Our diverse, vibrant, and welcoming community is essential in driving our success. Why Join Us? To shape the future of travel, people must come first. Guided by our Values and Leadership Agreements, we foster an open culture where everyone belongs, differences are celebrated and know that when one of us wins, we all win. We provide a full benefits package, including exciting travel perks, generous time-off, parental leave, a flexible work model (with some pretty cool offices), and career development resources, all to fuel our employees' passion for travel and ensure a rewarding career journey. We're building a more open world. Join us. Treasury Manager - Capital Markets Please note this role is only available in Seattle and follows our flexible work model, which requires three in-office days a week. In this role you will be responsible for developing and executing the company's capital structure and capital allocation strategies. You will lead planning and execution of strategic projects that will require partnering with diverse set of cross-functional stakeholders. You will own execution and operational processes around the company's financing, share repurchases, dividends, working capital management and other capital market related processes. In this role you will: Provide strategic leadership in developing the company's capital structure and capital allocation strategies. Own operational execution for the company's capital market transactions, including debt financing, revolving credit lines, share repurchases and dividends. Design and maintain internal controls and ensure SOX compliance. Own the company's internal policy related to capital market transactions. Represent Treasury on M&A due diligence/funding. Drive operational excellence and optimize the use of tools and systems. Represent Treasury in multiple engagements with external stakeholders. Liaison with numerous internal stakeholders. Prepare executive level materials used for the engagement and discussions with the company's sr. leadership team. Experience and qualifications 7+ years for Bachelor's 5+ years for Master's CFA designation is a plus Excellent problem-solving skills focused on a test-and-learn and data driven decision making Ability to influence across all levels of the organization Ability to create a compelling narrative using data and insights and share with a broader audience Ability to scope and deliver on strategic projects working with a variety of stakeholders Savvy subject matter expertise in capital markets and Treasury that is sought after by the stakeholders Strong bias for action and results focus Strong quantitative and analytical problem-solving skills Proficiency in advanced Excel and financial modeling Excellent Power Point skills and ability to tailor content and messaging to the needs of the audience Expedia Group is proud to offer a wide range of benefits to support employees and their families, including medical/dental/vision, paid time off, and an Employee Assistance Program. To fuel each employee's passion for travel, we offer a wellness & travel reimbursement, travel discounts, and an International Airlines Travel Agent (IATAN) membership. View our full list of benefits. The total cash range for this position in Seattle is $110,500.00 to $155,000.00. Employees in this role have the potential to increase their pay up to $177,000.00, which is the top of the range, based on ongoing, demonstrated, and sustained performance in the role. Starting pay for this role will vary based on multiple factors, including location, available budget, and an individual's knowledge, skills, and experience. Pay ranges may be modified in the future. Expedia Group is proud to offer a wide range of benefits to support employees and their families, including medical/dental/vision, paid time off, and an Employee Assistance Program. To fuel each employee's passion for travel, we offer a wellness & travel reimbursement, travel discounts, and an International Airlines Travel Agent (IATAN) membership. View our full list of benefits. Accommodation requests If you need assistance with any part of the application or recruiting process due to a disability, or other physical or mental health conditions, please reach out to our Recruiting Accommodations Team through the Accommodation Request. We are proud to be named as a Best Place to Work on Glassdoor in 2024 and be recognized for award-winning culture by organizations like Forbes, TIME, Disability:IN, and others. Expedia Group's family of brands includes: Brand Expedia , Hotels.com , Expedia Partner Solutions, Vrbo , trivago , Orbitz , Travelocity , Hotwire , Wotif , ebookers , CheapTickets , Expedia Group™ Media Solutions, Expedia Local Expert , CarRentals.com™, and Expedia Cruises™. © 2024 Expedia, Inc. All rights reserved. Trademarks and logos are the property of their respective owners. CST: 2029030-50 Employment opportunities and job offers at Expedia Group will always come from Expedia Group's Talent Acquisition and hiring teams. Never provide sensitive, personal information to someone unless you're confident who the recipient is. Expedia Group does not extend job offers via email or any other messaging tools to individuals with whom we have not made prior contact. Our email domain ********************. The official website to find and apply for job openings at Expedia Group is careers.expediagroup.com/jobs. Expedia is committed to creating an inclusive work environment with a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. This employer participates in E-Verify. The employer will provide the Social Security Administration (SSA) and, if necessary, the Department of Homeland Security (DHS) with information from each new employee's I-9 to confirm work authorization.

Treasury Manager - Private Debt Highly reputable Investment Management firm headquartered in Boston, MA is currently hiring for a Treasury Manager under their Private Debt Finance Organization. Eligible candidates will have 5+ years of experience within Financial Services Treasury, ideally with CLO experience. This is a great role for an individual looking to gain complex, global company experience within a team that prioritizes Professional Development, Promotion & Growth Tracks, and opportunities for leadership. Compensation & Benefits: Above market base pay + bonus + profit sharing + Health / Dental / Vision + 401k match + Company perks / discounts + Opportunities for promotion, growth, & professional development Responsibilities: Directly responsible for management / reporting for specific financing arrangements for the firm's debt organization Provide ongoing status updates for transactions and proactively work with banks and other financial institutions to confirm transaction settlement Coordinate directly with the firm's Portfolio Management team for required reporting, and for any specific transactions Responsible for management, supervision, and mentorship of a small team Work as an adaptable teammate who proactively assists with operational workload rebalancing and high-priority items and collaborates with colleagues Optimize the company's cash and liquidity position to support daily operations and growth initiatives, including intercompany capital requirements Responsible for managing relationships with foreign banking partners, globally Assist with foreign exchange risk management and ensure regulatory compliance Provide valuable input and oversight to the company's cash flow forecasts and financial models, contributing to accurate financial planning and decision-making. Work with cross-functional teams, such as accounting, tax, and legal, to ensure compliance with relevant financial regulations and reporting standards. Ad hoc projects as they arise Requirements: 5+ years of Treasury experience within an Investment Manager Experience with Private Debt / Private Credit / CLO is preferred Global company experience highly preferred Strong communication Analytical, logical, methodical and intellectually curious Interest in growth, promotion, and professional development Problem solving and issues resolution management

The Financial Analyst position on our corporate development team in Accounting and Finance is responsible for monitoring and coordinating activities associated with our international distribution network. Activities include measuring performance against plans, producing and presenting informational reporting pertinent to the business, assisting in all aspects of valuation and financial analysis in support of acquisition and divestiture transactions, and assisting in due diligence efforts in support of corporate development needs. Join the team fully onsite at our stunning campus in Redlands, CA. Responsibilities Monitor and analyze the performance of current investments which includes preparing regular reports on the financial health and performance of the portfolio and identifying areas for improvement or divestment based on financial analysis Prepare presentations, reports, and documentation for department and corporate management Assist in conducting due diligence for potential acquisitions and investments, including financial, legal, and operational aspects through effective collaboration with participating members of the cross-functional teams Coordinate and perform activities related to drafting contract language, renewing agreements, fulfilling contractual commitments, and monitoring general business obligations and requirements Understand business objectives and issues and conduct insightful, fact-based analysis to help solve complex problems Maintain and update systems used to track acquisition activity and key information Requirements 2+ years of prior experience or relevant experience Experience with budgeting and planning methodologies and tools Advanced Microsoft Excel skills, including XLOOKUPS and pivot tables High level of attention to detail, excellent organizational skills and ability to prioritize demands and meet deadlines Familiarity with accounting financial statements Ability to work independently Analytical and problem-solving skills Visa sponsorship is not available for this posting. Applicants must be authorized to work for any employer in the US Bachelor's in Accounting, Finance, or in a related field Recommended Qualifications Experience working with SAP or other large ERP systems Experience working with advanced reporting tools such as Power BI Familiar with SQL and relational databases #LI-Onsite #LI-JH2

SailPoint is seeking a self-motivated Treasury Manager with an entrepreneurial spirit to thrive in a fast-paced, evolving environment. This individual will have the opportunity to own treasury responsibilities and build best practices for reporting, liquidity, risk, and investment management. This role will report to the Global Head of Tax and work closely with senior leaders across finance, accounting, and tax. Essential Duties Reporting and Analysis • Prepare regular reports with KPIs, including cash summaries, liquidity metrics, risk & investment performance, banking fees, risk exposures • Develop and maintain free cash flow models to forecast future cash flows, incorporating detailed scenario analyses and sensitivity testing for senior leadership • Employ strategies to identify, analyze, and mitigate FX exposure across global operations, implement hedging strategies (if applicable) • Collaborate with FP&A, accounting and other internal stakeholders to ensure efficient and accurate cash flow management Cash and Liquidity Management • Manage daily cash activities including cash reconciliation and bank reconciliations • Manage surplus cash and short-term investment portfolios to maximize returns while maintaining liquidity • Execute transfer of funds between domestic and international bank accounts, including intercompany settlements, as required Banking and Financial Relationships • Manage worldwide banking and financial institution relationships • Ensure streamlined compliance process with KYC and AML requirements • Perform bank account administrative tasks, including opening, closures, signatory updates • Oversee debt and credit facility management: monitor covenant compliance, support drawdown/repayment, liaise with lenders and rating agencies as required Technology and Process Optimization • Scope, implement, and optimize treasury management system tools • Collaborate with IT to implement automation tools and enhance system integrations. • Continuously identify and implement process improvements to increase efficiency and accuracy. Compliance and Ad-hoc responsibilities • Develop and maintain treasury policies, internal controls and documentation in compliance with SOX, internal audit, regulatory and external reporting requirements • Serve as contact for risk management and own corporate insurance renewals and address insurance inquiries • Support management with various projects as needed Required Qualifications • Bachelor's or Master's Degree • 8+ years of progressive treasury, corporate finance or banking experience, ideally within a large, multinational or publicly-traded company; significant exposure to global operations • Experience building and managing treasury teams • Solid understanding of FX, interest-rate risk management, and hedging techniques (or exposure to those) • Strong knowledge of cash management, liquidity forecasting, banking operations, and treasury systems. Preferred Qualifications • Certified Treasury Professional • Experience implementing and utilizing Treasury Management Systems • Experience in fast-paced growth companies Benefits and Compensation listed vary based on the location of your employment and the nature of your employment with SailPoint. As a part of the total compensation package, this role may be eligible for the SailPoint Corporate Bonus Plan or a role-specific commission, along with potential eligibility for equity participation. SailPoint maintains broad salary ranges for its roles to account for variations in knowledge, skills, experience, market conditions and locations, as well as reflect SailPoint's differing products, industries, and lines of business. Candidates are typically placed into the range based on the preceding factors as well as internal peer equity. We estimate the base salary, for US-based employees, will be in this range from (min-mid-max, USD): $101,400 - $144,800 - $188,200 Base salaries for employees based in other locations are competitive for the employee's home location. Benefits Overview 1. Health and wellness coverage: Medical, dental, and vision insurance 2. Disability coverage: Short-term and long-term disability 3. Life protection: Life insurance and Accidental Death & Dismemberment (AD&D) 4. Additional life coverage options: Supplemental life insurance for employees, spouses, and children 5. Flexible spending accounts for health care, and dependent care; limited purpose flexible spending account 6. Financial security: 401(k) Savings and Investment Plan with company matching 7. Time off benefits: Flexible vacation policy 8. Holidays: 8 paid holidays annually 9. Sick leave 10. Parental support: Paid parental leave 11. Employee Assistance Program (EAP) and Care Counselors 12. Voluntary benefits: Legal Assistance, Critical Illness, Accident, Hospital Indemnity and Pet Insurance options 13. Health Savings Account (HSA) with employer contribution SailPoint is an equal opportunity employer and we welcome all qualified candidates to apply to join our team. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other category protected by applicable law. Alternative methods of applying for employment are available to individuals unable to submit an application through this site because of a disability. Contact applicationassistance@sailpoint.com or mail to 11120 Four Points Dr, Suite 100, Austin, TX 78726, to discuss reasonable accommodations. NOTE: Any unsolicited resumes sent by candidates or agencies to this email will not be considered for current openings at SailPoint.

As an NRG employee, we encourage you to take charge of your career and development journey. We invite you to explore exciting opportunities across our businesses. You'll find that our dynamic work environment provides variety and challenge. Your growth is key to our ongoing success-take the lead in shaping your career development, goals and future! Job Title: Corporate Philanthropy Analyst (or Sr. Analyst) Position Overview: NRG is seeking a detail-oriented, collaborative, and purpose-driven professional to join our Corporate Philanthropy team. This role will support the operational and programmatic execution of NRG's philanthropic initiatives, with a focus on leveraging NRG's corporate citizenship to inspire engagement, enhance reputation, strengthen our brand, and advance business goals. Reporting to the Leader of Operations and Corporate & Enterprise Programs, this role will play a key role in managing processes, coordinating projects, and supporting data and communications that bring our giving pillars to life across the company. Key Responsibilities: Operations Support Assist in the day-to-day operations of the corporate philanthropy team, including documentation, systems, and process improvements. Project Management & Coordination Support the planning and execution of enterprise-wide philanthropic programs and initiatives, ensuring timelines and deliverables are met. Grant Process Management Coordinate grantmaking workflows, including application tracking, approvals, payments, and reporting. Data Management & Visualization Maintain accurate records of donations, volunteer hours, and impact metrics; develop dashboards and visual reports to communicate results and insights. Presentation & Reporting Support Create PowerPoint presentations and written materials for internal and external audiences, including leadership updates and impact storytelling. Communications Coordination Collaborate with internal teams to support messaging, content development, and storytelling around philanthropy and community impact. Qualifications: Bachelor's degree in Business, Public Administration, Communications, Nonprofit Management, data analytics, or related field 2-4 years of experience in corporate philanthropy, CSR, nonprofit operations, or program coordination Strong organizational and project management skills Expert in Excel and PowerPoint; proficiency in the rest of Microsoft Office Suite; experience with Power Bi or other visualization tools Excellent written and verbal communication skills Ability to manage multiple priorities and work collaboratively across teams Passion for social impact, sustainability, and community engagement Working Conditions: Hybrid or office-based work environment Occasional travel Flexibility to occasionally support evening or weekend events as needed NRG Energy is committed to a drug and alcohol-free workplace. To the extent permitted by law and any applicable collective bargaining agreement, employees are subject to periodic random drug testing, and post-accident and reasonable suspicion drug and alcohol testing. EOE AA M/F/Vet/Disability. Level, Title and/or Salary may be adjusted based on the applicant's experience or skills. Official description on file with Talent.

At Ping Identity, we believe in making digital experiences both secure and seamless for all users, without compromise. We call this digital freedom. And it's not just something we provide our customers. It's something that inspires our company. People don't come here to join a culture that's built on digital freedom. They come to cultivate it. Our intelligent, cloud identity platform lets people shop, work, bank, and interact wherever and however they want. Without friction. Without fear. While protecting digital identities is at the core of our technology, protecting individual identities is at the core of our culture. We champion every identity. One of our core values, Respect Individuality, reminds us to celebrate differences so you are empowered to bring your authentic self to work. We're headquartered in Denver, Colorado and we have offices and employees around the globe. We serve the largest, most demanding enterprises worldwide, including more than half of the Fortune 100. At Ping Identity, we're changing the way people and businesses think about cybersecurity, digital experiences, and identity and access management. Ping Identity is seeking an experienced Treasury Manager to lead our global treasury function. This high-impact role is responsible for ensuring optimal liquidity, managing financial risks, overseeing banking relationships, and developing our capital structure strategy to support the company's aggressive growth and financial stability. The ideal candidate is a hands-on leader with deep technical expertise, strong analytical capabilities, and experience with treasury operations, including treasury management software. Key Responsibilities Liquidity and Cash Management Oversee daily cash management activities for all domestic and international entities, ensuring adequate liquidity to meet all operational and strategic obligations. Lead the short-term and long-term cash flow forecasting process, including variance analysis, scenario planning, and continuous model refinement. Manage intercompany funding arrangements, optimizing working capital efficiency. Develop an investment policy and manage surplus funds to maximize returns while ensuring capital preservation. Strategy and Risk Management Align treasury activities with overall business objectives and long-term financial strategies. Identify, assess, and manage financial risks, including in depth and frequent analysis of foreign exchange (FX) and interest rate exposures. Monitor key financial and liquidity ratios under financing facilities and be able to advise on the impact to covenant compliance. Assess hedging strategies (e.g., FX forwards, interest rate swaps) to mitigate corporate financial exposures and execute as applicable. Banking and Capital Structure Responsible for all banking administration. Oversee the opening, maintenance, and closing of bank accounts, ensuring proper authorizations and signatory rights. Maintain an up-to-date bank account inventory and banking approval matrix. Manage and strengthen key relationships with domestic and international banks and financial institutions. Negotiate terms, fees, and services for banking facilities, credit lines, and other financial products. Support the development and execution of the company's capital structure strategy, including analysis for, and leading the execution of any debt issuances, refinancings, and repayments. Operations, Compliance, and Leadership Collaborate with senior management, FP&A, Accounting, Tax, and Legal teams on day-to-day operations, strategic financial projects, M&A integrations, and funding decisions. Foster a culture of high performance, accountability, and continuous improvement. Develop, implement, and maintain robust Treasury policies, procedures, and internal controls to ensure compliance with SOX and other regulatory requirements. Drive Treasury system initiatives (e.g., TMS implementation/optimization, bank system integration) to enhance automation, reporting, and controls. Prepare and present regular, comprehensive treasury reports to senior leadership and as requested by the Board of Directors. Qualifications Required Bachelor's degree in Finance, Accounting, Economics, or a related field. 5+ years of progressive relevant experience in corporate treasury or financial management. Demonstrated expertise in global cash management, liquidity planning, cash forecasting, and treasury management software. Strong knowledge of capital markets, debt instruments, and bank relationship management. Advanced proficiency in financial modeling and Excel. Preferred Master's Degree (MBA) or advanced certification such as Certified Treasury Professional (CTP) or CFA. Experience with Treasury Management Systems such as Coupa and JPM Access. Experience in a complex, multi-national corporate environment. Skills and Competencies Exceptional analytical and problem-solving skills. Strong leadership and influencing skills, with the ability to clearly communicate complex financial and treasury related concepts to both technical and non-technical audiences. Detail-oriented with a strong commitment to accuracy and compliance. Ability to thrive in a fast-paced, dynamic environment and manage multiple priorities effectively. Salary Range: $106,000 - $127,000 In accordance with Colorado's Equal Pay for Equal Work Act (SB 19-085) the approximate compensation range for this role in Colorado is listed above. Final compensation for this role will be determined by various factors, such as knowledge, skills, and abilities. Life at Ping: We believe in and facilitate a flexible, collaborative work environment. We're growing quickly, but remain true to the innovative, can-do startup values that got us here. Most importantly, we keep hiring talented, smart, fun, and genuinely nice people because that's who we want to succeed with every day. Here are just a few of the things that make Ping special: A company culture that empowers you to do your best work. Employee Resource Groups that create a sense of belonging for everyone. Regular company and team bonding events. Competitive benefits and perks. Global volunteering and community initiatives Our Benefits: Generous PTO & Holiday Schedule Parental Leave Progressive Healthcare Options Retirement Programs Opportunity for Education Reimbursement Commuter Offset (Specific locations) Ping is the collective sum of all our individual experiences, backgrounds and influences and we pride ourselves in growing and learning together. We are committed to building an inclusive and diverse environment where everyone's individuality is respected and everyone has an Identity. In recruiting for new colleagues, we welcome the unique contributions you can bring and encourage you to be your best self. We are an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex including sexual orientation and gender identity, national origin, disability, protected Veteran Status, or any other characteristic protected by applicable federal, state, or local law.

Docusign brings agreements to life. Over 1.5 million customers and more than a billion people in over 180 countries use Docusign solutions to accelerate the process of doing business and simplify people's lives. With intelligent agreement management, Docusign unleashes business-critical data that is trapped inside of documents. Until now, these were disconnected from business systems of record, costing businesses time, money, and opportunity. Using Docusign's Intelligent Agreement Management platform, companies can create, commit, and manage agreements with solutions created by the #1 company in e-signature and contract lifecycle management (CLM). What you'll do The Treasury Manager is a key member of the Finance team responsible for managing the day-to-day treasury operations, investments and banking relationships. This role will report to the Treasurer and play a critical role in optimizing the company's liquidity, minimizing financial risk, and ensuring efficient and secure financial operations. The ideal candidate will possess strong technical and problem-solving skills, a deep understanding of treasury management principles, and the ability to build and maintain strong relationships internally and with financial institutions. This position is a people manager role reporting to the Treasurer. Responsibility * Monitor cash balances across all bank accounts and ensure sufficient liquidity to meet operational and financial obligations * Oversee the movement of funds between bank accounts, including domestic and international transfers * Manage banking system access and processes, ensuring visibility and real-time balance reporting and secure management of treasury users and activities * Build and maintain robust treasury policies, procedures, and governance frameworks to ensure compliance and mitigate risk * Maintain the issuance and management of standby letters of credit * Oversee intercompany transactions and manage the flow of funds between subsidiaries, ensuring timely and accurate intercompany settlements * Monitor market conditions and identify yield-enhancing opportunities for short-term investments, ensuring optimal liquidity utilization * Manage the direct short-term cash flow forecasting process, providing timely insights for both liquidity decisions and senior management reporting * Serve as main contact for SOX requirements and conduct audits and compliance reviews, ensuring alignment with internal controls and regulatory requirements * Drive trade settlements and confirmation execution and process, promptly resolving discrepancies and issues * Lead all aspects of bank account management worldwide, including account openings, closures, signatory updates, and compliance with KYC requests * Drive integrations for bank connectivity and integration with company's ERP systems * Document current process flows and standard operating procedures, ensuring they remain up to date * Support M&A integration efforts, ensuring Treasury processes are seamlessly incorporated * Manage the worldwide corporate insurance programs, insurance renewals and interaction between insurance brokers and insurers * Serve as risk management contact for insurance brokers and insurance carriers * Analyze insurance program needs and ensure our insurance programs align with business growth * Support the administration of insurance renewals and address ad hoc insurance inquiries as needed * Maintain and improve the Treasury Management System (Kyriba) while driving system improvements and integration * Scope, implement, automate and maintain treasury management system modules and tools * Ensure the accuracy and integrity of treasury data * Collaborate closely with worldwide finance, accounting and other internal teams to ensure efficient and accurate cash flow management * Manage banking partners to address operational requirements and business inquiries efficiently * Manage and develop treasury analyst * Lead ad hoc projects to improve operational efficiencies through process and technology improvements Job Designation Remote: Employee is not required to be in or near an office frequently and works from a designated remote work location for the majority of the time. Positions at Docusign are assigned a job designation of either In Office, Hybrid or Remote and are specific to the role/job. Preferred job designations are not guaranteed when changing positions within Docusign. Docusign reserves the right to change a position's job designation depending on business needs and as permitted by local law. What you bring Basic * Bachelor's degree in Finance, Accounting, or a related field * 8+ years of experience in treasury management, corporate finance, or a related field * Experience with Microsoft Office (Excel, Word, PowerPoint) and Adobe Acrobat * Experience with Treasury Management Systems (Kyriba preferred) and ERP platforms Preferred * Located in San Francisco, CA, or Seattle, WA * Excellent analytical, problem-solving, and communication skills * Experience leading teams * CTP * Strong attention to detail and accuracy * Ability to work independently and as part of a team * Experience working with and coordinating with remote teams * Ability to manage multiple complex projects and assignments with a high degree of autonomy and accountability for results Wage Transparency Pay for this position is based on a number of factors including geographic location and may vary depending on job-related knowledge, skills, and experience. Based on applicable legislation, the below details pay ranges in the following locations: California: $126,900.00 - $197,800.00 base salary Illinois, Colorado, Massachusetts and Minnesota: $120,800.00 - $166,100.00 base salary Washington, Maryland, New Jersey and New York (including NYC metro area): $120,800.00 - $174,525.00 base salary Washington DC: $126,900.00 - $174,525.00 base salary Ohio: $106,300.00 - $146,125.00 base salary This role is also eligible for the following: * Bonus: Sales personnel are eligible for variable incentive pay dependent on their achievement of pre-established sales goals. Non-Sales roles are eligible for a company bonus plan, which is calculated as a percentage of eligible wages and dependent on company performance. * Stock: This role is eligible to receive Restricted Stock Units (RSUs). Global benefits provide options for the following: * Paid Time Off: earned time off, as well as paid company holidays based on region * Paid Parental Leave: take up to six months off with your child after birth, adoption or foster care placement * Full Health Benefits Plans: options for 100% employer paid and minimum employee contribution health plans from day one of employment * Retirement Plans: select retirement and pension programs with potential for employer contributions * Learning and Development: options for coaching, online courses and education reimbursements * Compassionate Care Leave: paid time off following the loss of a loved one and other life-changing events Work Authorization Notice: Please note that we do not provide visa sponsorship or immigration support for this position. Applicants must already be authorized to work in the United States on a full-time, permanent basis without the need for current or future sponsorship. Life at Docusign Working here Docusign is committed to building trust and making the world more agreeable for our employees, customers and the communities in which we live and work. You can count on us to listen, be honest, and try our best to do what's right, every day. At Docusign, everything is equal. We each have a responsibility to ensure every team member has an equal opportunity to succeed, to be heard, to exchange ideas openly, to build lasting relationships, and to do the work of their life. Best of all, you will be able to feel deep pride in the work you do, because your contribution helps us make the world better than we found it. And for that, you'll be loved by us, our customers, and the world in which we live. Accommodation Docusign is committed to providing reasonable accommodations for qualified individuals with disabilities in our job application procedures. If you need such an accommodation, or a religious accommodation, during the application process, please contact us at accommodations@docusign.com. If you experience any issues, concerns, or technical difficulties during the application process please get in touch with our Talent organization at ****************** for assistance. Applicant and Candidate Privacy Notice States Not Eligible for Employment This position is not eligible for employment in the following states: Alaska, Hawaii, Maine, Mississippi, North Dakota, South Dakota, Vermont, West Virginia and Wyoming. Equal Opportunity Employer It's important to us that we build a talented team that is as diverse as our customers and where all employees feel a deep sense of belonging and thrive. We encourage great talent who bring a range of perspectives to apply for our open positions. Docusign is an Equal Opportunity Employer and makes hiring decisions based on experience, skill, aptitude and a can-do approach. We will not discriminate based on race, ethnicity, color, age, sex, religion, national origin, ancestry, pregnancy, sexual orientation, gender identity, gender expression, genetic information, physical or mental disability, registered domestic partner status, caregiver status, marital status, veteran or military status, or any other legally protected category. EEO Know Your Rights poster #LI-Remote

As part of the Waystar (NASDAQ: WAY) Finance Team, this role is instrumental to the reporting, financial analysis, and forecasting for Waystar. This role involves conducting in-depth analysis using complex financial models, preparing deliverables for internal and external stakeholders, and communicating insights to senior leadership. Senior Analysts are expected to take ownership of business-critical analyses and collaborate closely with multiple departments to drive informed decision-making. We are looking for team members that thrive in a fast-paced, multi-tasking environment and are seeking an opportunity to advance their leadership and analytical capabilities. The Senior Corporate Financial Analyst plays a critical role in driving strategic planning, business performance analysis, and corporate initiatives. This individual partners with executive leadership and business units to support long-term planning, financial modeling, and key strategic projects that align with the company's overall vision and goals. WHAT YOU'LL DO * Conduct advanced financial analysis, modeling, and reporting related to business operations and adjusted financial results. * Prepare, analyze, and explain historical actual, adjusted, and projected financial information with increased autonomy. * Create and update presentation materials for public company reporting, board meetings and reporting to debt holders, taking a lead role in the process. * Develop financial models and perform scenario analyses to support strategic business decisions, including complex three-statement modeling and cash flow forecasting. * Provide detailed reports and present analyses to executive leadership on an ad-hoc basis. * Lead initiatives to identify opportunities for financial and operational improvements. * Enhance business insights and reporting by leveraging PowerBI. * Gathering, combining, and analyzing data from a variety of sources and systems * Proactively and independently identify opportunities for improvement and communicate to management. WHAT YOU'LL NEED * Bachelor's degree in Economics, Finance, Business, Accounting, Mathematics, or a related field. * 3-5+ years of similar work experience. * Assurance or advisory experience with Big Four accounting firms is strongly preferred. * Attainment or pursuit of CPA, CFA, or other relevant certifications. * Experience working for a publicly traded company or private equity-backed business. * Strong understanding of financial metrics, accounting concepts, and US GAAP. * Exceptional critical thinking and analytical skills, with the ability to work independently on complex analyses. * Attention to detail and the ability to communicate financial information clearly to senior stakeholders. * Self-motivated with the ability to manage multiple ongoing tasks and assignments. * A passion for personal development, aspiring to be a subject matter expert and leader within the Finance team. ABOUT WAYSTAR Through a smart platform and better experience, Waystar helps providers simplify healthcare payments and yield powerful results throughout the complete revenue cycle. Waystar's healthcare payments platform combines innovative, cloud-based technology, robust data, and unparalleled client support to streamline workflows and improve financials so providers can focus on what matters most: their patients and communities. Waystar is trusted by 1M+ providers, 1K+ hospitals and health systems, and is connected to over 5K commercial and Medicaid/Medicare payers. We are deeply committed to living out our organizational values: honesty; kindness; passion; curiosity; fanatical focus; best work, always; making it happen; and joyful, optimistic & fun. Waystar products have won multiple Best in KLAS or Category Leader awards since 2010 and earned multiple #1 rankings from Black Book surveys since 2012. The Waystar platform supports more than 500,000 providers, 1,000 health systems and hospitals, and 5,000 payers and health plans. For more information, visit waystar.com or follow @Waystar on Twitter. WAYSTAR PERKS * Competitive total rewards (base salary + bonus, if applicable) * Customizable benefits package (3 medical plans with Health Saving Account company match) * We offer generous paid time off for our non-exempt team members, starting with 3 weeks + 13 paid holidays, including 2 personal floating holidays. We also offer flexible time off for our exempt team members + 13 paid holidays * Paid parental leave (including maternity + paternity leave) * Education assistance opportunities and free LinkedIn Learning access * Free mental health and family planning programs, including adoption assistance and fertility support * 401(K) program with company match * Pet insurance * Employee resource groups Waystar is proud to be an equal opportunity workplace. We celebrate, value, and support diversity and inclusion. Qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, marital status, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

** As part of the Waystar (NASDAQ: WAY) Finance Team, this role is instrumental to the reporting, financial analysis, and forecasting for Waystar. This role involves conducting in-depth analysis using complex financial models, preparing deliverables for internal and external stakeholders, and communicating insights to senior leadership. Senior Analysts are expected to take ownership of business-critical analyses and collaborate closely with multiple departments to drive informed decision-making. We are looking for team members that thrive in a fast-paced, multi-tasking environment and are seeking an opportunity to advance their leadership and analytical capabilities. The Senior Corporate Financial Analyst plays a critical role in driving strategic planning, business performance analysis, and corporate initiatives. This individual partners with executive leadership and business units to support long-term planning, financial modeling, and key strategic projects that align with the company's overall vision and goals. **WHAT YOU'LL DO** + Conduct advanced financial analysis, modeling, and reporting related to business operations and adjusted financial results. + Prepare, analyze, and explain historical actual, adjusted, and projected financial information with increased autonomy. + Create and update presentation materials for public company reporting, board meetings and reporting to debt holders, taking a lead role in the process. + Develop financial models and perform scenario analyses to support strategic business decisions, including complex three-statement modeling and cash flow forecasting. + Provide detailed reports and present analyses to executive leadership on an ad-hoc basis. + Lead initiatives to identify opportunities for financial and operational improvements. + Enhance business insights and reporting by leveraging PowerBI. + Gathering, combining, and analyzing data from a variety of sources and systems + Proactively and independently identify opportunities for improvement and communicate to management. **WHAT YOU'LL NEED** + Bachelor's degree in Economics, Finance, Business, Accounting, Mathematics, or a related field. + 3-5+ years of similar work experience. + Assurance or advisory experience with Big Four accounting firms is strongly preferred. + Attainment or pursuit of CPA, CFA, or other relevant certifications. + Experience working for a publicly traded company or private equity-backed business. + Strong understanding of financial metrics, accounting concepts, and US GAAP. + Exceptional critical thinking and analytical skills, with the ability to work independently on complex analyses. + Attention to detail and the ability to communicate financial information clearly to senior stakeholders. + Self-motivated with the ability to manage multiple ongoing tasks and assignments. + A passion for personal development, aspiring to be a subject matter expert and leader within the Finance team. **ABOUT WAYSTAR** Through a smart platform and better experience, Waystar helps providers simplify healthcare payments and yield powerful results throughout the complete revenue cycle. Waystar's healthcare payments platform combines innovative, cloud-based technology, robust data, and unparalleled client support to streamline workflows and improve financials so providers can focus on what matters most: their patients and communities. Waystar is trusted by 1M+ providers, 1K+ hospitals and health systems, and is connected to over 5K commercial and Medicaid/Medicare payers. We are deeply committed to living out our organizational values: honesty; kindness; passion; curiosity; fanatical focus; best work, always; making it happen; and joyful, optimistic & fun. Waystar products have won multiple Best in KLAS or Category Leader awards since 2010 and earned multiple #1 rankings from Black Book surveys since 2012. The Waystar platform supports more than 500,000 providers, 1,000 health systems and hospitals, and 5,000 payers and health plans. For more information, visit waystar.com or follow @Waystar (**************************** on Twitter. **WAYSTAR PERKS** + Competitive total rewards (base salary + bonus, if applicable) + Customizable benefits package (3 medical plans with Health Saving Account company match) + We offer generous paid time off for our non-exempt team members, starting with 3 weeks + 13 paid holidays, including 2 personal floating holidays. We also offer flexible time off for our exempt team members + 13 paid holidays + Paid parental leave (including maternity + paternity leave) + Education assistance opportunities and free LinkedIn Learning access + Free mental health and family planning programs, including adoption assistance and fertility support + 401(K) program with company match + Pet insurance + Employee resource groups Waystar is proud to be an equal opportunity workplace. We celebrate, value, and support diversity and inclusion. Qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, marital status, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. **Job Category:** Accounting/Finance **Job Type:** Full time **Req ID:** R2751

About the Team OpenAI Finance is responsible for ensuring the organization is set up for success in pursuit of its mission. OpenAI is building a world-class Treasury function to support our rapid global growth, and we're hiring a Senior Treasury Operations Manager to run and scale our daily liquidity, payments, and settlement infrastructure. This is a hands-on role for someone who loves accuracy, controls, and operational excellence and wants to help build the core financial plumbing of one of the world's most important AI organizations. About the Role You'll be the execution backbone of Treasury at OpenAI. You will run our daily cash operations, payment flows, FX and fixed-income settlements, and investment transactions. You will maintain our banking and custody infrastructure, keep reconciliations clean, and operate our Treasury Management System (TMS). As OpenAI grows across products, geographies, and legal entities, you'll help design scalable processes, strengthen controls, build documentation, and implement automation that makes Treasury faster, safer, and more reliable. This role reports to the Director of Treasury. 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: * Build and manage banking and custody infrastructure, including account openings, signatories, entitlements, portal access, and periodic KYC updates. * Run daily cash operations: wires, ACH, SWIFT, FX settlements, fixed-income settlements, and investment subscriptions & redemptions. * Maintain and operate the Treasury Management System: bank feeds, workflows, templates, static data, and exception monitoring. * Build and maintain standard operating procedures, checklists, and cross-training to ensure Treasury operations are resilient and never single-threaded. * Support the design and operational implementation of cash pooling or an in-house banking structure. * Strengthen internal controls for payments, settlements, reconciliations, and user access; prepare clean audit evidence. * Identify and implement automation and workflow improvements that reduce manual effort and increase accuracy. You might thrive in this role if you have: * 8+ years of hands-on Treasury, payments operations, banking operations, or corporate finance operations experience. * Direct experience with payment execution (international wires, ACH, SWIFT) and FX trade settlements. * Experience with a Treasury Management System (Treasury4, Kyriba, GTreasury, or similar). * Exceptional attention to detail and a strong control mindset. * A documentation-first operator who builds durable, scalable processes. * Familiarity with tools such as Excel, PowerPoint, Bloomberg, FXall, Clearwater Analytics, and enterprise TMS solutions. * Experience collaborating cross-functionally with senior leadership and external financial partners. * Demonstrated success leading Treasury functions in high-growth, fast-paced environments. 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.

At Qualtrics, we create software the world's best brands use to deliver exceptional frontline experiences, build high-performing teams, and design products people love. But we are more than a platform-we are the creators and stewards of the Experience Management category serving over 20,000 clients globally. Building a category takes grit, determination, and a disdain for convention-but most of all it requires close-knit, high-functioning teams with an unwavering dedication to serving our customers. When you join one of our teams, you'll be part of a nimble group that's empowered to set aggressive goals and move fast to achieve them. Strategic risks are encouraged and complex problems are solved together, by passing the microphone and iterating until the best solution comes to light. You won't have to look to find growth opportunities-ready or not, they'll find you. From retail to government to healthcare, we're on a mission to bring humanity, connection, and empathy back to business. Join over 5,000 people across the globe who think that's work worth doing. Corporate Development Associate Why We Have This Role As a global leader in experience management, M&A is one of Qualtrics' key growth vectors. We are looking for an associate to join the tight-knit Strategy & Corporate Development team. As Corporate Development Associate, you will play a crucial role in shaping our inorganic strategy and driving our global corporate development efforts. How You'll Find Success Highly motivated, takes initiative and has the ability to get things done autonomously. Excellent problem solver with strong business acumen and a data driven mindset. Strong understanding of key software / SaaS business metrics and KPIs. Superb valuation and modeling skills, familiarity with accounting principles. Effective communicator with strong oral and written communication skills. Ability to collaborate effectively with cross functional teams and senior leaders. Ability to handle multiple projects at the same time without sacrificing work quality. How You'll Grow Mentorship - You will be able to learn the ins and outs of corporate development from senior members of the team. Increased responsibility - As you develop, there will be opportunities to run projects from start to finish and present to senior leaders. End-to-end experience - You will play a pivotal role in the entire M&A process, including strategy formulation, market mapping, business case development, etc. to deal execution. Exposure - You will have a front row seat to strategy setting and decision making through interactions with C-level executives and Board members. Domain knowledge - You will establish a robust understanding of industry trends, market participants, and competitive dynamics in the experience management and enterprise software markets. Things You'll Do Support all aspects of the deal process, including sourcing, qualification, financial analyses and modeling, due diligence, and closing and integration planning activities. Assist in strategic transaction planning and vetting efforts, including gathering input from cross-functional teams and incorporating comprehensive internal and external views into thoughtful insights and business cases for potential opportunities. Partner with the business to identify potential acquisition candidates and articulate their contributions to Qualtrics' strategic objectives. Conduct holistic analyses to support decision making, including TAM/SAM estimates, market landscapes, business case and valuation modeling. Actively participate in enhancing group practices and processes to augment Qualtrics' M&A competency What We're Looking For On Your Resume Undergraduate degree with high academic achievement from a top-tier university. 2+ years of relevant work experience, including corporate development, investment banking, equity research, or venture capital/private equity. Experience analyzing a wide variety of M&A transactions and performing rigorous financial and valuation analyses. Demonstrated career progression with increasing responsibility over time. What You Should Know About This Team We are a small, tight-knit team, and we are thoughtful in how we collaborate. We work closely with senior leaders across the business on a daily basis. The team is well regarded and the rest of the company values our partnership and expertise. We invest in and mentor team members professionally. This role will be based out of one of Qualtrics' HQs (Provo, UT and Seattle, WA). Our Team's Favorite Perks and Benefits Experience bonus Wellness reimbursement We take pride in our offices design aiming at fostering creativity from our rooftop views to an open and collaborative work space. 30 paid days off - 15 PTO + 5 Personal Days + 10 Holiday Closures (additional after a year) On top of standard benefits package (medical - employees and their families, dental, vision, life insurance, etc) we provide snacks, drinks, and free lunches in our office The Qualtrics Hybrid Work Model: Our hybrid work model is elegantly simple: we all gather in the office three days a week; Mondays and Thursdays, plus one day selected by your organizational leader. These purposeful in-person days in thoughtfully designed offices help us do our best work and harness the power of collaboration and innovation. For the rest of the week, work where you want, owning the integration of work and life. #hybrid Qualtrics is an equal opportunity employer meaning that all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other protected characteristic. Applicants in the United States of America have rights under Federal Employment Laws: Family & Medical Leave Act, Equal Opportunity Employment, Employee Polygraph Protection Act Qualtrics is committed to the inclusion of all qualified individuals. As part of this commitment, Qualtrics will ensure that persons with disabilities are provided with reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please let your Qualtrics contact/recruiter know. Not finding a role that's the right fit for now? Qualtrics Insiders is the one-stop shop for all things Qualtrics Life. Sign up for exclusive access to content created with you in mind and get the scoop on what we have going on at Qualtrics - upcoming events, behind the scenes stories from the team, interview tips, hot jobs, and more. No spam - we promise! You'll hear from us two times a month max with fresh, totally tailored info - so be sure to stay connected as you explore your best role and company fit. For full-time positions , this pay range is for base per year; however, base pay offered within this range may vary depending on location, job-related knowledge, education, skills, and experience. A sign-on bonus and restricted stock units may be included in an employment offer. Full-time employees are eligible for medical, dental, vision, life and disability, 401(k) with match, paid time off, a wellness reimbursement, mental health benefits, and an experience bonus. For a detailed look at our benefits, visit Qualtrics US Benefits. Washington State Annual Pay Transparency Range$88,000-$131,000 USD