Financial Analyst
Senior finance analyst job in Walnut Creek, CA
Job Title: Finance Analyst
Duration: 4 months (Temp to perm - Looking to fill a perm role)
Pay rate : $31 - $33/hr. on w2
Shift : M-F 8-5
As a Finance Analyst, you will apply basic cash and accrual accounting fundamentals to prepare, evaluate, maintain, and deliver complete and accurate financial reports for a portfolio of clients and properties.
Resource's typical working day:
Junior role
Managing on a bi weekly basis AP packages for the client
Approval for invoices, coding on those invoices in the system
Lease administration
CAM reconciliations- annually occurs in Jan for the previous year- goes from Jan to June
After that a little more project based
Must Have Skills:
Strong finance and accounting, reconciliation skills
Very good demeanor
Professional appearance
Professional communication
Excel
Working with large data sets
Looking for someone enthusiastic
Need to be able to work independently
Intermediate math skills and problem solving skills
Nice to have skills: Any kind of lease administration experience
Years of Experience:
Pretty junior role
Preference would be year or 2 of experience
Education: Prefer bachelor's degree
Software skills: Excel
Interview Process: Virtual interviews with team, final onsite
Senior Financial Analyst
Senior finance analyst job in San Francisco, CA
Camino Search is partnered with a rapidly scaling, technology driven e-commerce company to appoint a Senior Financial Analyst. The business has grown quickly and is building a high performing finance function that can deliver strategic insight, strong operational partnership, and accurate forecasting in a fast paced environment.
About the Role
Our client is seeking a highly analytical Senior Financial Analyst to serve as a strategic partner across merchandising, sourcing, production, planning, and procurement. Reporting directly to the Head of Corporate Finance, this position will own complex financial models, strengthen forecasting capability, and provide insight into margin performance, cost drivers, and operational trends. The role is hybrid and based in the San Francisco and Palo Alto area.
Key Responsibilities
✔ Partner with merchandising, sourcing, production, and procurement teams to support financial decision-making
✔ Build and maintain detailed models across PCOGS, DDP, tariffs, and cost structures
✔ Deliver weekly and monthly variance analyses with commentary on key business drivers
✔ Support budgeting and forecasting cycles, including scenario modelling and performance reviews
✔ Prepare Monthly Business Review reporting and maintain alignment across cross-functional teams
✔ Validate assumptions, ensure data accuracy, and collaborate closely with operational leaders
✔ Translate complex financial data into clear, actionable recommendations for senior leadership
✔ Contribute to continuous improvement across financial processes and cost visibility
Ideal Candidate Profile
🔹 Four years of experience in FP&A, strategic finance, or corporate finance
🔹 Strong modelling expertise with a solid understanding of supply chain or product cost economics
🔹 Advanced Excel or Google Sheets capability and comfort with financial planning tools
🔹 Background in e-commerce, retail, consumer goods, or other high-growth, fast-moving environments
🔹 Strong grasp of GAAP, GL review, and accounting fundamentals
🔹 Communicative, detail-oriented, adaptable, and comfortable working through ambiguity
🔹 Proactive problem solver with the ability to influence stakeholders and support leadership decisions
Preferred:
🔹Master's Degree (MBA) or relevant certifications
🔹Finance experience in a retail, e-commerce, consumer goods, or supply chain-driven industry
🔹IB/Banking Experience
Financial Consultant - San Francisco, CA
Senior finance analyst job in Alameda, CA
Job Description:Financial Consultant
If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.
The Purpose of Your Role
Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.
The Expertise We're Looking For
Previous success in building relationships, uncovering needs and recommending solutions
FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire
Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility
Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
The Skills You Bring
Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
Being coachable, collaborative, and curious are your "go to" attributes
Committed to delivering an outstanding customer experience with a passion for seeing others thrive
Motivated by results and finding solutions, you take initiative and exceed customer expectations
Extensive knowledge of investment solutions
Our Investments in You
Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!
The Value You Deliver
Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals
Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future
Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills
You have a steadfast commitment to your clients while making a positive impact in the community
The base salary range for this position is $60,000 - $75,000 per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Certifications:Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRACategory:Sales
Financial Analyst II
Senior finance analyst job in Petaluma, CA
The **Financial Analyst II** is responsible for the development and maintenance of program financial plans in support of multiple products and business areas. This position will work within a team environment comprised of Program Management, Finance, Technical and other supporting staff.
**Position Responsibilities**
+ Develops plans including budgets and Estimate-At-Completes (EACs) to meet contractual/project requirements for assigned programs
+ Ensures compliance with internal procedures and government procurement regulations
+ Monitors progress of program requirements
+ Monitors cost performance against plans to ensure contractual cost obligations are met
+ Prepares project control/financial analysis reports and distributes to customer/user organization
+ Develop complex cost and pricing models; Develop proposal cost estimates, support DCAA audits (pre and post award), and assist with contract negotiations as necessary
+ Conducts complex financial analysis (variance analysis, risk analysis, profit/loss analysis, etc.)
+ Performs non-routine analysis and prepares non-routine financial reports
+ Liaison between operations and other support organizations on financial issues
+ Interfaces with subcontracts, and customers and performs extensive investigations as required
+ Identify and drive process improvements including reports, tools and presentation materials
+ Works on problems of moderate scope where analysis of situations or data requires a review of a variety of factors
+ Other duties as assigned
**Basic Qualifications (Required Skills & Experience)**
+ Bachelor's degree in Finance, Accounting or Business Administration is required or equivalent combination of education, training, and experience
+ Minimum of 2 - 5 years of relevant experience
+ Experienced in costing and pricing complex development programs
+ Experienced in and knowledgeable of ERP, SCM, and CRM software/applications
+ Current expertise in MS Office Suite (Advanced MS Excel is required)
+ Experienced in and knowledgeable of Earned Value Management Systems and Reporting
+ Demonstrated experience in successfully working with other users, finance, planners and support staff in achieving results
**Other Qualifications & Desired Competencies**
+ Experience in project controls and/or financial planning in a government contracting environment is highly preferred
+ Knowledge of Government Cost accounting principles and FAR preferred
+ Knowledge of Cobra & MS Project knowledge is desirable
+ Experience using Oracle EBS preferred
+ Has effective problem-solving, analytical, interpersonal and communication skills
+ Exercises judgment within defined procedures and practices to determine appropriate action
+ Focuses on teamwork, collaboration and puts the success of the team above one's own interests
+ Able to excel in a fast-paced, deadline-driven environment, where small teams share a broad variety of duties
+ Displays strong initiative and drive to accomplish goals and meet company objectives
+ Takes ownership and responsibility for current and past work products
+ Is committed to learning from mistakes and driven to improve and enhance performance of oneself, others, and the company
**Physical Demands**
+ Ability to work in an office environment (Constant)
+ Required to sit and stand for long periods; talk, hear, and use hands and fingers to operate a computer and telephone keyboard (Frequent)
**Clearance Level**
No Clearance
The salary range for this role is:
$62,741 - $88,935
AeroVironment considers several factors when extending an offer, including but not limited to, the location, the role and associated responsibilities, a candidate's work experience, education/training, and key skills.
**ITAR Requirement:**
_T_ _his position requires access to information that is subject to compliance with the International Traffic Arms Regulations ("ITAR") and/or the Export Administration Regulations ("EAR"). In order to comply with the requirements of the ITAR and/or the EAR, applicants must qualify as a U.S. person under the ITAR and the EAR, or a person to be approved for an export license by the governing agency whose technology comes under its jurisdiction. Please understand that any job offer that requires approval of an export license will be conditional on AeroVironment's determination that it will be able to obtain an export license in a time frame consistent with AeroVironment's business requirements. A "U.S. person" according to the ITAR definition is a U.S. citizen, U.S. lawful permanent resident (green card holder), or protected individual such as a refugee or asylee. See 22 CFR § 120.15. Some positions will require current U.S. Citizenship due to contract requirements._
**Benefits** : AV offers an excellent benefits package including medical, dental vision, 401K with company matching, a 9/80 work schedule and a paid holiday shutdown. For more information about our company benefit offerings please visit: ********************************* .
We also encourage you to review our company website at ******************** to learn more about us.
Principals only need apply. NO agencies please.
**Who We Are**
Based in California, AeroVironment (AVAV) is a global leader in unmanned aircraft systems (UAS) and tactical missile systems. Founded in 1971 by celebrated physicist and engineer, Dr. Paul MacCready, we've been at the leading edge of technical innovation for more than 45 years. Be a part of the team that developed the world's most widely used military drones and created the first submarine-launched reconnaissance drone, and has seven innovative vehicles that are part of the Smithsonian Institution's permanent collection in Washington, DC.
Join us today in developing the next generation of small UAS and tactical missile systems that will deliver more actionable intelligence to our customers so they can proceed with certainty - and succeed.
**What We Do**
Building on a history of technological innovation, AeroVironment designs, develops, produces, and supports an advanced portfolio of unmanned aircraft systems (UAS) and tactical missile systems. Agencies of the U.S. Department of Defense and allied military services use the company's hand-launched UAS to provide situational awareness to tactical operating units through real-time, airborne reconnaissance, surveillance, and target acquisition.
_We are proud to be an EEO/AA Equal Opportunity Employer, including disability/veterans. AeroVironment, Inc. is an Equal Employment Opportunity (EEO) employer and welcomes all qualified applicants. Qualified applicants will receive fair and impartial consideration without regard to race, sex, color, religion, national origin, age, disability, protected veteran status, genetic data, sexual orientation, gender identity or other legally protected status._
**ITAR**
U.S. Citizenship required
**About AV:**
**AV isn't for everyone. We hire the curious, the relentless, the mission-obsessed. The best of the best.**
We don't just build defense technology-we redefine what's possible. As the premier autonomous systems company in the U.S., AV delivers breakthrough capabilities across air, land, sea, space, and cyber. From AI-powered drones and loitering munitions to integrated autonomy and space resilience, our technologies shape the future of warfare and protect those who serve.
Founded by legendary innovator Dr. Paul MacCready, AV has spent over 50 years pushing the boundaries of what unmanned systems can do. Our heritage includes seven platforms in the Smithsonian-but we're not building history, we're building what's next.
**If you're ready to build technology that matters-with speed, scale, and purpose-there's no better place to do it than AV.**
**Careers at AeroVironment (*****************************************
Senior VC Investor
Senior finance analyst job in San Francisco, CA
Benefits:
401(k) matching
Bonus based on performance
Dental insurance
Free food & snacks
Health insurance
Paid time off
Parental leave
Signing bonus
Vision insurance
Wellness resources
Hanwha Asset Management is a global financial asset manager with multiple locations, including Singapore, Korea, and the U.S. We serve institutional clients with our multi-asset business model with about $90B of AUM. We seek investment talents who want to change the world with founders and invest in technologies making us pursue a better life for the next generations. Our recent activities include participation in Mistral AI, Shield AI, Luma AI, Atropos, Groq, Temporal and other startups.
THE ROLE.
The Senior Venture Capitalist / Investment Manager will focus on developing investment strategies in AI and related sectors, exploring new and unconventional domains to drive innovation. Responsibilities include identifying startups, conducting market analysis, performing due diligence, and managing complex financial models. This individual will lead and participate in all aspects of our investment process for our venture capital portfolio, including sourcing and portfolio monitoring. The successful candidate will be a smart, resourceful, outgoing self-starter with a proven ability to proactively find and attract the best investment opportunities domestically and/or globally. In addition to deal sourcing and diligence, the Senior Investor will also be expected to support and provide value to our portfolio companies and strategic limited partners.
This position is based in San Francisco, requiring attendance in the office four days per week.
RESPONSIBILITIES.
Strategy Development: Develop and refine Hanwha Asset Management USA's investing strategy in alignment with the company's mission, objectives, and structure.
Investment Sourcing: Identify AI enterprises and technologies that align with the company's strategic goals.
Investment Due Diligence: Lead comprehensive due diligence on prospective investment opportunities. This includes financial analysis, deal structuring, legal compliance, and risk assessment.
Investment Management: Oversee day-to-day portfolio management of the existing investment portfolio.
Risk Management: Work closely with the Asset Management team to develop risk mitigation strategies for investments and establish monitoring mechanisms to track performance over time.
Stakeholder Engagement: Engage with investees and other stakeholders to facilitate ongoing collaboration and support.
Investment Measurement: Develop and implement systems for tracking and measuring investments, including the development of key performance indicators (KPIs).
Reporting: Prepare and present reports on investing activities, performance, and outcomes to leadership and stakeholders
REQUIREMENTS.
Minimum of 7 years of relevant work experience in institutional investment management.
Deep understanding of VC investing and a desire to advance an investment strategy using non-traditional methods.
Proven track record of success in investment sourcing, diligence, structuring, and management of impact investments.
Experience with Notion or other investment performance reporting software is a plus.
Exceptional strategic thinking skills around operationalization and execution in complex and ambiguous environments.
Demonstrated experience building and maintaining relationships with a diverse range of stakeholders across different geographies and subject areas.
Strong interpersonal and communication skills; experience in effectively communicating key data, including presentations to senior management and other outside partners.
PhD Degree in AI (CS or DS) and experience in AI/ML, mobile tech, or engineering strongly preferred.
Willingness and ability to travel.
Hanwha Asset Management USA, Ltd. offers a comprehensive medical, dental & vision benefits package, including robust paid time off and a generous 401k match, designed to support your well-being and financial future. Compensation: $200,000.00 - $250,000.00 per year
Hanwha Asset Management Founded in 1988, Hanwha Asset Management has grown into a comprehensive asset management company offering a full range of financial instruments, including stocks, bonds, MMFs, fund of funds, social overhead capital, derivatives, real estate, ETFs, special assets and PEFs in both domestic and overseas capital markets. Our professional staff have unparalleled expertise in operating highly organized systems across all areas, including product development, research, compliance and risk management. All of our products and services cater to customer needs because we strictly adhere to the principle and management philosophy of placing customers above all else. Building on our capabilities in South Korea, we are growing into a global asset management company by operating local subsidiaries in the US, Singapore and China.
At the end of 2022, we were one of South Korea's top asset management companies with USD 78.63 billion in assets under management (AUM). By demonstrating our outstanding expertise in both alternative investment and traditional investment, we achieved the No. 1 position among comprehensive asset management companies in the overseas infrastructure investment fund category. In 2021, as part of expanding into digital finance, we launched the PINE app, a platform for direct sales of funds for individual investors. The app has gained recognition from investors, particularly Millennials and Generation Z, for its user-friendly interface, low sales commission, and valuable investment information. Additionally, we have obtained a REITs AMC license from South Korea's Ministry of Land, Infrastructure and Transport, and entered the REITs business in the first quarter of 2023.
These diverse efforts earned us the Best Overseas Equity Fund at the 2022 Korea Fund Awards by Money Today news media, the Top Prize in global bonds at the 2021 KG Zeroin Korea Fund Awards and the Grand Prize in real estate funds at the 2021 Herald Fund Awards of the Korea Herald news media. Looking ahead, we will continue to build the foundation for future growth with a focus on the retirement plan market and alternative investments. We are also actively promoting global businesses and digital financial platforms as we become a comprehensive asset management solutions provider and top-tier asset management company in Asia.
Talent Is Our Most Important Asset We go to great lengths to attract and nurture highly motivated people who share our core values of challenge, dedication and integrity. In an environment of trust and loyalty, we support our talent every step of the way, cultivating world-class leaders for an ever brighter future.
Hanwha is looking for talented people, who share our core values such as a challenging spirit, dedication and integrity, and can act on those values.
Auto-ApplyFinance Manager - Operating Company
Senior finance analyst job in San Francisco, CA
Evergreen Services Group is a San Francisco-based holding company that acquires and operates B2B services companies across North America. Since its founding in late 2017, Evergreen has completed 100+ acquisitions across Managed IT Services, Cybersecurity, ERP Software Partners and Government Services. We are driven by a people-first mission to be the best home for businesses and their leaders, by marrying capital allocation with inspired operations.
The Evergreen holding company team is comprised of 40+ professionals based in San Francisco who are focused on capital allocation, M&A, executive level hiring, strategic board leadership, and finance and accounting. Evergreen is a uniquely long-term oriented holding company that seeks to hold and grow businesses indefinitely rather than follow the 5-7 year holding period of a typical private equity fund. This allows us to take a truly long-term view on performance and people. Evergreen is backed by Alpine Investors, a leading private equity firm focused on the services and software industries with $16B+ in AUM.
Job Description:
As Finance Manager at an Evergreen-backed operating company, you will be the financial leader for the business. You will lead FP&A and accounting and participate in M&A integration as a core strategic partner in the business. Placed at one of our newly acquired operating companies in the wealth management space, you will be a boots-on-the-ground leader transforming and then managing the finance and accounting functions to meet Evergreen's reporting requirements. You will report directly to the operating company's COO and work with the cross-functional leadership team to manage the business to achieve growth targets. You'll regularly engage with the industry vertical leadership teams on company-wide initiatives, gaining firsthand exposure to the requirements of a private equity-backed company.
We're looking for smart, ambitious, and gritty finance professionals with a desire to lead a finance function at one our operating companies.
Location: San Francisco Bay Area
Responsibilities:
Stand-up financial and operational processes and procedures that meet Evergreen's post-acquisition reporting and internal control requirements
Facilitate a transition of the routine accounting function to the shared service center
Deliver timely and accurate financial reporting monthly to the Board in compliance with GAAP accounting standards
Create actionable and insightful financial analysis to help drive the right strategic decisions and efficiently allocate capital
Develop accurate financial forecasts, lead annual budgeting process, and proactively manage the financial health of the business to these forecasts and budgets
Work with the COO to deliver business performance that is repeatedly tracking to expected growth targets
Requirements:
Demonstrated leadership experience and ability to persevere through adversity
Strong financial acumen and demonstrated success in highly analytical roles
Ability to work independently and cross-functionally
Humble, accountable, and growth-minded
Positive attitude, high EQ, and natural competitive intensity
Ownership mindset and willingness to roll-up your sleeves
Excitement about being a finance leader for the long-term
MBA, CPA, or CFA is a plus
Public accounting experience a plus
We encourage you to apply even if you feel that you do not meet all of the above qualifications. Frequently cited statistics show that women and underrepresented groups apply to jobs only if they meet 100% of the qualifications. Evergreen encourages you to break that statistic and to apply. No one ever meets 100% of the requirements. We look forward to your application!
DIVERSITY, EQUITY, & INCLUSION AT EVERGREEN
At Evergreen, we acknowledge that an emphasis on diversity, equity, and inclusion (“DE&I”) is essential to hiring phenomenal people. To create the best home for businesses and spark success at our firm and throughout our portfolio, we aim to establish an environment where every person is welcomed, accepted, and empowered to excel in their role. These beliefs run true to our People-first philosophy, which emphasizes attributes over experience, we strive to recruit and work with those from a range of backgrounds, which drives creativity and innovation. At Evergreen, we recognize that we must continue to improve and expand and we are enthusiastic about maintaining Evergreen as one of the best places to work by ensuring a culture of inclusion and allowing everyone an unbiased opportunity to grow.
Compensation
A competitive compensation package will be offered alongside a benefits package including full medical and dental coverage, unlimited PTO, 401(k) match, family planning support, and much more.
Evergreen Services Group is proud to be an Equal Opportunity and Affirmative Action Employer. We evaluate qualified applicants without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law. As an equal opportunity employer, we offer competitive compensation packages, robust benefits and professional growth opportunities aimed at helping to improve our employees' lives and careers.
Auto-ApplyPrivate Markets Investment Due Diligence Senior Analyst - US LBO
Senior finance analyst job in San Francisco, CA
The Company:
Albourne is an industry leading investment consultant with offices around the globe. Our firm of 630+ employees provides advisory services to investors, including institutional investors, financial intermediaries and family offices, on over $700 billion of alternative investments across the liquidity spectrum. We specialize in Hedge Funds, Private Equity, Private Credit, Real Assets, Real Estate and Dynamic Beta.
Albourne empowers its clients by providing Portfolio Advice, Research (Investment, Operational and Quantitative due diligence), Analytics (data and tools) and Implementation (middle and back office) services. We are committed to non-discretionary advice, fixed fee pricing and independence.
Albourne strives to be a sustainable company with three main goals: 1) Aspiring to be a multi-generational firm with broad internal ownership and a Partnership structure; 2) Treating our employees and clients fairly; and 3) Advocating for positive change for its benefit and for the alternative investment industry - best practices have always been a defining part of who we are.
Please click here to view Albourne America's privacy policy.
The Role:
Albourne Partners is seeking a highly motivated Private Markets IDD Senior Analyst to join our US LBO team in San Francisco. The successful candidate will provide support for manager selection, investment due diligence (IDD), and related Private Markets (PM) services. This role will contribute to the development of Albourne's Private Markets Funds initiatives.
Key Responsibilities:
Strategy Coverage:
Conduct Fund Investment Due Diligence.
Generate and maintain manager review and due diligence focus lists for assigned strategies and regions.
Rate managers and articulate the rationale for ratings through active debate within the PM IDD Teams.
Produce clear and concise investment due diligence reports and recommendations for clients.
Provide ongoing monitoring of funds in client portfolios or on fund lists.
Assist clients with accessing managers and building relationships.
Engage with managers providing high-quality co-investment opportunities and refer these to the internal Customized Investments team.
Collaborate with the new funds team.
Strategy Analysis and Communication:
Produce an up-to-date and accurate Forward Calendar for the assigned strategy.
Develop strategy forecasts for assigned strategies within PM and HF.
Create and maintain research on the extranet, outlining key attributes, trends, and drivers of a given strategy.
Identify tools or analytics to enhance the accuracy of ratings and fund selection.
Communicate Albourne's house opinions on strategies or funds to clients via phone or email.
Team Management:
Manage assigned team members, including work allocation, task/time management, report review, mentoring, and administrative responsibilities.
Conduct screening, interviewing, and selection for open positions within the team.
Evaluate team members through performance appraisals and regular meetings.
Additional Responsibilities:
Ensure the internal database is maintained with up-to-date information.
Meet deadlines imposed by management and clients and communicate any delays effectively.
Participate in applicable internal group calls to transfer knowledge of PM.
Support business development activities, including client marketing and portfolio construction.
Undertake ad hoc projects as requested by the Head of Private Markets IDD or daily line manager.
Represent Albourne at industry events.
Report potential conflicts to Compliance and ensure conflict disclosures appear on written research reports.
What we're looking for:
University graduate
4 to 7 years' experience in investment due diligence and private markets, with a focus on venture capital.
Excellent written and oral communication skills
Proactive self-starter, proficient time management and multi-tasking
Professional demeanor and strong interpersonal skills
Systems literacy (Microsoft Excel, PowerPoint, Word, Outlook)
Travel (frequent)
(Optional) Possession of or advanced progression towards relevant professional qualifications (i.e. CFA, CAIA)
Regulatory registration (dependent on regional requirements)
Benefits & Perks:
Comprehensive Compensation and Benefits Package
Fully paid Medical and Dental PPO
Fully paid Basic Life and AD&D
401k & FSA
Hybrid work schedule
Everyday Wellness - onsite monthly fitness & mental health activities
30 days paid time off each year including Vacation and Holidays
Job Type: Full-time
Job Pay: $150,000 - $190,000/year
Location: San Francisco, CA/Hybrid
Work authorization: Must be eligible to work in the United States. Visa sponsorship is not available for this position.
Albourne America LLC is an Equal Opportunity Employer. It is the policy of the company to provide equal opportunity for all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, national origin, ancestry, gender identity, physical or mental disability, age, medical condition, veteran or marital status, or any other characteristic protected by federal, state or local laws. Albourne America LLC will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco's Fair Chance Ordinance.
Senior Investor Relations Analyst
Senior finance analyst job in San Francisco, CA
Lambda, The Superintelligence Cloud, is a leader in AI cloud infrastructure serving tens of thousands of customers. Our customers range from AI researchers to enterprises and hyperscalers. Lambda's mission is to make compute as ubiquitous as electricity and give everyone the power of superintelligence. One person, one GPU.
If you'd like to build the world's best AI cloud, join us.
*Note: This position requires presence in our San Francisco location 4 days per week; Lambda's designated work from home day is currently Tuesday.
What You'll Do:
Support the quarterly earnings process, including logistics, financial analyses, and preparation of earnings materials
Collaborate with Finance and cross-functional teams to analyze financial performance and key business developments for use in investor communications
Perform financial, strategic, and competitive analyses, including peer benchmarking and ad hoc projects that support strategic and financial initiatives
Review and analyze equity research, consensus estimates, and investor/analyst sentiment to assess valuation drivers and market perception
Assist with the creation and ongoing maintenance of investor relations materials, including updates to the Investor Relations website
Assist with the planning and execution of investor relations events, including non-deal roadshows and investor conferences
Monitor peers and competitors' earnings disclosures and equity research publications to inform internal messaging and market positioning
Summarize and distribute key takeaways from investor interactions, equity research, and market developments to senior management
You
Have 2-5 years of experience in equity research, investment banking, buy-side investing, or strategic finance
Demonstrate mature financial and analytical skills with the ability to interpret complex information and financial concepts
Possess strong business acumen with an understanding of technology and software business models, and a capacity to quickly learn about our industry, products, competitors, and key audiences
Proficient in Excel and Google Suite; experience with financial research tools is a plus
Bring a detail-oriented mindset coupled with the ability to think strategically and see the broader picture
Thrive in fast-paced, high-growth environments with a proactive, flexible, and collaborative mindset
Bring excellent verbal and written communication skills, with the ability to work effectively across teams and functions
Hold a BS or BA in Business, Economics, or a related field, or equivalent relevant work experience
Bring a passion for capital markets, paired with a strong interest in understanding emerging trends and developments in the technology industry
Nice to Have:
Experience with AI, SaaS, or consumption-based business models
Comfort handling ambiguity and working with minimal supervision
Experience working with pre-IPO companies
Familiarity with capital structure dynamics and the ability to evaluate debt instruments such as bonds and bank facilities
Salary Range Information
The annual salary range for this position has been set based on market data and other factors. However, a salary higher or lower than this range may be appropriate for a candidate whose qualifications differ meaningfully from those listed in the job description.
About Lambda
Founded in 2012, with 500+ employees, and growing fast
Our investors notably include TWG Global, US Innovative Technology Fund (USIT), Andra Capital, SGW, Andrej Karpathy, ARK Invest, Fincadia Advisors, G Squared, In-Q-Tel (IQT), KHK & Partners, NVIDIA, Pegatron, Supermicro, Wistron, Wiwynn, Gradient Ventures, Mercato Partners, SVB, 1517, and Crescent Cove
We have research papers accepted at top machine learning and graphics conferences, including NeurIPS, ICCV, SIGGRAPH, and TOG
Our values are publicly available: *************************
We offer generous cash & equity compensation
Health, dental, and vision coverage for you and your dependents
Wellness and commuter stipends for select roles
401k Plan with 2% company match (USA employees)
Flexible paid time off plan that we all actually use
A Final Note:
You do not need to match all of the listed expectations to apply for this position. We are committed to building a team with a variety of backgrounds, experiences, and skills.
Equal Opportunity Employer
Lambda 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.
Auto-ApplyCorporate Finance
Senior finance analyst job in San Francisco, CA
About Us:
We're on a mission to make it possible for every person, team, and company to be able to tailor their software to solve any problem and take on any challenge. Computers may be our most powerful tools, but most of us can't build or modify the software we use on them every day. At Notion, we want to change this with focus, design, and craft.
We've been working on this together since 2016, and have customers like OpenAI, Toyota, Figma, Ramp, and thousands more on this journey with us. Today, we're growing fast and excited for new teammates to join us who are the best at what they do. We're passionate about building a company as diverse and creative as the millions of people Notion reaches worldwide.
Notion is an in person company, and currently requires its employees to come to the office for two Anchor Days (Mondays & Thursdays) and requests that employees spend the majority of their week in the office (including a third day).
About The Role:
Our Corporate Finance team serves as a trusted advisor to the company, informing and guiding critical C-level decisions through insightful analyses & thought partnership. We are looking for a bright, driven individual who will support Executive-level understanding of our key financial metrics and trends, dial in our forecasting accuracy, and take on high-profile strategic projects for the CFO and other key decision-makers. We are a lean team, so your impact will be felt immediately.
What You'll Achieve:
Be the focal point across the finance and accounting teams for forecasts, annual planning, long-range planning, and other critical Revenue, Expense, Headcount, and other consolidation processes and reporting.
Own Notion's financial consolidations. Drive deeper Budget vs Actuals understanding and forecast precision via smarter, more data-driven modeling and tighter cross-functional collaboration, particularly in uncharted, high impact areas.
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, dashboards, and Board materials.
Strengthen our operational infrastructure by identifying and mobilizing system & process improvements. Build automation to take steps out of our recurring motions and reduce margin of error.
Tackle new & evolving priorities for the team, including ad hoc analyses.
Skills You'll Need to Bring:
1-7 years experience in Corporate FP&A, Corporate Finance, or Strategic Finance in the technology industry
Experience with financial modeling, consolidations, P&L Management, forecasting, Budget vs Actuals, annual and long-range planning
Positive attitude with high aptitude to learn new things quickly. Team player eager to further develop and grow with us
Demonstrate intellectual curiosity, problem-solving skills, and hunger to continually up-level current approaches and processes
Strong work ethic, reliability, and attention to detail - “get it done” attitude
Nice to Haves:
Experience with a high-growth SaaS company
Experience with Netsuite, Workday, Zip, and planning tools (Pigment, Adaptive, Anaplan)
Working knowledge of SQL
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 $145,000 - $160,000 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.
#LI-Onsite
Auto-ApplyStrategic Finance, Compute
Senior finance analyst job in San Francisco, CA
About the Team The Compute & Infrastructure Strategy team handles strategy and execution of OpenAI's compute roadmap. This team's key responsibilities span financial analysis & reporting, capacity planning, commercial and business development, and strategic partnerships. We partner across the business to allocate and deploy our resources for the highest impact outcomes.
About the Role
Compute is a key lever for OpenAI and AI progress. We are seeking a Strategic Finance Compute Lead to provide finance leadership for our compute and infrastructure spend and play a significant role in shaping our long-term compute strategy. You will play a critical role developing financial models for all areas of compute, analyzing spend patterns, and providing critical insights to optimize and plan for our future compute needs. This role will be a key partner to our scaling and supercomputing engineering teams providing financial expertise and guidance to optimize our capacity investments and drive strategic decision-making, while collaborating with other members of the finance organization to align our compute strategy with broader financial considerations.
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:
* Own and develop financial models across different elements of compute (GPUs, CPUs, storage and networking)
* Lead strategic financial analysis for long-term capacity initiatives, working closely with scaling and supercomputing engineering teams
* Maintain deep expertise on compute contract terms, pricing structures and optimization opportunities
* Serve as a partner to FP&A and strategic finance teams, aligning compute and infrastructure with broader financial and business strategies
* Create high-quality Exec and Board-facing presentations
* Stay abreast of market trends and competitive dynamics to inform and improve our infrastructure strategy
You might thrive in this role if you have:
* 5+ years of experience across strategic finance, private / growth equity, investment banking, strategy & operations, and/or business development with 3+ years of finance operating experience at a high-growth technology company
* Experience partnering with engineering and product teams to provide financial analysis and insights to critical strategic decisions
* Good understanding of cloud technology and compute infrastructure
* Exceptionally strong analytical, financial modeling, and written and oral communication skills
* Demonstrated track record of thoughtful investment decisions
* Experience driving operational outcomes under ambitious deadlines
* Exceptionally strong relationship building, business judgment, and communication skills
* Bachelor's degree or equivalent practical experience
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.
Senior Investment Analyst, Carbon Projects
Senior finance analyst job in San Francisco, CA
Company
Rubicon Carbon is a next-generation carbon solutions provider. Led by a world-class management team, Rubicon is an innovative platform that channels capital to unlock at-scale decarbonization projects and delivers trusted, enterprise-grade solutions for carbon credit purchasers. Rubicon strives to deliver greater scale, confidence, and innovation across all facets of the carbon market and meet the growing demand for end-to-end, high-integrity emissions reduction solutions.
Position Overview
The Project Investment Analyst will be a key member of the Supply team, providing modeling, analytical, and transaction support to the investment team. Key responsibilities will include assessing, documenting, and tracking project investment opportunities and managing portfolio investments. This is a role for an ambitious candidate seeking to apply their existing experience in infrastructure or project finance to carbon projects, with developmental opportunities to build a career as a carbon project investor.
This is a hybrid position - candidates must be based within one hour of our New York City, Los Angeles, or San Francisco office
Key Responsibilities
Support senior investment team members in the assessment and due diligence of project and portfolio investment opportunities (including green-field development and operating assets).
Assist with data collection, research, and analysis of financial, industry, and market information relevant to new investments.
Prepare and update financial models and investment committee presentations.
Participate in the preparation of portfolio tracking documents and performance evaluations.
Contribute to the drafting of industry and sector analysis reports, presentations, and investment memos.
Aid in the documentation of transaction execution and compliance-related tasks.
Maintain internal databases and ensure that all investment materials are complete and organized.
Monitor market, regulatory, and industry trends relevant to portfolio assets and future investment opportunities.
Perform other analyst duties as assigned to provide well-rounded exposure to the investment process.
Required Skills and Attributes
2-4 years of experience in project finance related to ideally related to carbon projects, renewable energy, or other sustainable infrastructure
Bachelor's degree in Finance, Economics, Accounting, Mathematics, or a related quantitative field.
Strong analytical and quantitative skills, with familiarity in financial modeling and Excel.
Demonstrated interest in infrastructure, renewable energy, sustainability, or investments.
Detail-oriented with the ability to manage multiple projects simultaneously, while maintaining accuracy and meeting deadlines.
Effective written and verbal communication abilities; able to present information clearly and concisely.
Eagerness to learn from senior team members and accept constructive feedback as part of an ongoing development process.
Ability to gather, organize, and interpret large amounts of data.
Team-oriented mindset, collaborative approach, and willingness to support various project and administrative tasks.
High level of integrity, professionalism, and discretion when handling confidential information.
Proactive work ethic and readiness to take initiative within clearly defined responsibilities.
Compensation
The approximate annual base compensation range for this position is $100,000-$135,000, commensurate with experience. The actual offer will reflect a total rewards package, including long-term incentives and excellent benefits, determined by a variety of factors including the applicant's experience, knowledge, skills, and equity considerations.
Auto-ApplyCorporate Finance & Strategy, Revenue
Senior finance analyst job in San Francisco, CA
Anthropic's mission is to create reliable, interpretable, and steerable AI systems. We want AI to be safe and beneficial for our users and for society as a whole. Our team is a quickly growing group of committed researchers, engineers, policy experts, and business leaders working together to build beneficial AI systems.
About the role
Our Corporate Finance & Strategy team serves as a strategic partner to Anthropic's leadership, driving data-informed decisions that shape our company's future. We are seeking an experienced finance professional to join our team as the Revenue lead. In this role, you will own the revenue narrative and analytics from a corporate perspective, partnering closely with Go-to-Market Finance & Strategy, the broader Corporate F&S team, F&S leadership, Investor Relations, and the CFO to tell the comprehensive revenue story for Anthropic. You will be responsible for driving strategic revenue planning, analysis, and insights that inform executive decision-making and external communications.
This role offers a unique opportunity to shape how Anthropic understands, forecasts, and communicates its revenue trajectory at a critical inflection point in our growth. You'll work at the intersection of finance, strategy, and business operations, translating complex revenue dynamics into clear narratives that drive strategic decisions across the organization.
Responsibilities:
Own the corporate revenue forecast, synthesizing inputs from GTM Finance & Strategy and Product F&S teams to develop company-wide revenue projections
Partner with GTM Finance & Strategy to develop a deep understanding of revenue drivers, trends, and business model dynamics across API, enterprise, and consumer offerings
Build and maintain revenue models that incorporate pricing strategies, customer cohort behavior, product mix, and market trends
Participate in monthly and quarterly revenue reviews with senior leadership, providing insights on performance against plan, key drivers of variance, and forward-looking trends
Collaborate across Corporate F&S to prepare revenue-related materials for board meetings, investor updates, and external communications
Develop executive-ready presentations and narratives that clearly communicate revenue performance, risks, and opportunities to various stakeholder audiences
Drive cross-functional alignment on revenue recognition policies and definitions in partnership with Accounting and F&S teams
Identify process improvement opportunities and drive initiatives to enhance financial planning capabilities and operational rigor
Support month-end and quarter-end close activities, including forecasting and variance analysis
You may be a good fit if you:
Have 5+ years of experience in FP&A, corporate finance, strategic finance, or revenue operations roles, preferably at high-growth technology companies
Possess exceptional analytical and financial modeling skills, with demonstrated ability to build complex revenue models and forecasts
Have strong business acumen and can quickly develop deep understanding of revenue drivers, business models, and go-to-market dynamics
Demonstrate excellent communication and storytelling abilities, with experience presenting to C-suite executives and board members
Are highly proficient in Excel/Google Sheets and financial planning tools
Have a strategic mindset with the ability to balance detailed analysis with big-picture thinking
Thrive in fast-paced, dynamic environments and can navigate ambiguity with confidence
Possess strong collaboration skills and can build effective partnerships across functions and levels
Are passionate about Anthropic's mission to build safe, beneficial AI systems
Strong candidates may also:
Have experience at a high-growth technology company or startup
Possess expertise with modern financial planning tools (e.g., Anaplan, Pigment)
Have experience with data visualization and BI tools (e.g., Looker, Tableau, Mode)
Have worked in SaaS or consumption-based business models
Hold an MBA, CPA, or other relevant advanced degree or certification
The expected base compensation for this position is below. Our total compensation package for full-time employees includes equity, benefits, and may include incentive compensation.
Annual Salary:
$235,000 - $310,000 USD
Logistics
Education requirements: We require at least a Bachelor's degree in a related field or equivalent experience.
Location-based hybrid policy: Currently, we expect all staff to be in one of our offices at least 25% of the time. However, some roles may require more time in our offices.
Visa sponsorship: We do sponsor visas! However, we aren't able to successfully sponsor visas for every role and every candidate. But if we make you an offer, we will make every reasonable effort to get you a visa, and we retain an immigration lawyer to help with this.
We encourage you to apply even if you do not believe you meet every single qualification. Not all strong candidates will meet every single qualification as listed. Research shows that people who identify as being from underrepresented groups are more prone to experiencing imposter syndrome and doubting the strength of their candidacy, so we urge you not to exclude yourself prematurely and to submit an application if you're interested in this work. We think AI systems like the ones we're building have enormous social and ethical implications. We think this makes representation even more important, and we strive to include a range of diverse perspectives on our team.
How we're different
We believe that the highest-impact AI research will be big science. At Anthropic we work as a single cohesive team on just a few large-scale research efforts. And we value impact - advancing our long-term goals of steerable, trustworthy AI - rather than work on smaller and more specific puzzles. We view AI research as an empirical science, which has as much in common with physics and biology as with traditional efforts in computer science. We're an extremely collaborative group, and we host frequent research discussions to ensure that we are pursuing the highest-impact work at any given time. As such, we greatly value communication skills.
The easiest way to understand our research directions is to read our recent research. This research continues many of the directions our team worked on prior to Anthropic, including: GPT-3, Circuit-Based Interpretability, Multimodal Neurons, Scaling Laws, AI & Compute, Concrete Problems in AI Safety, and Learning from Human Preferences.
Come work with us!
Anthropic is a public benefit corporation headquartered in San Francisco. We offer competitive compensation and benefits, optional equity donation matching, generous vacation and parental leave, flexible working hours, and a lovely office space in which to collaborate with colleagues. Guidance on Candidates' AI Usage: Learn about our policy for using AI in our application process
Auto-ApplyFinancial Analyst Intern, application via RippleMatch
Senior finance analyst job in San Francisco, CA
This role is with RippleMatch's partner companies. RippleMatch partners with hundreds of companies looking to hire top talent.
About RippleMatch
RippleMatch is your AI-powered job matchmaker. Our platform brings opportunities directly to you by matching you with top employers and jobs you are qualified for. Tell us about your strengths and goals - we'll get you interviews! Leading employers leverage RippleMatch to build high-performing teams and Gen Z job seekers across the country trust RippleMatch to launch and grow their careers.
Requirements for the role
Currently pursuing a Bachelor's or Master's degree in Finance, Economics, Accounting, Business Administration, or a related field.
Basic understanding of financial concepts, including financial modeling, valuation, and analysis.
Proficiency with Excel and experience with financial analysis software and tools.
Strong analytical skills, with the ability to interpret financial data and generate insights.
Good organizational and time management skills, capable of managing multiple tasks and meeting deadlines.
Excellent communication and interpersonal skills, for effectively presenting findings and collaborating with team members.
Attention to detail and a commitment to accuracy in financial reporting and analysis.
Eagerness to learn and adapt in a fast-paced environment.
Initiative to take on projects and a proactive approach to problem-solving.
Participation in finance-related extracurricular activities, such as investment clubs or competitions, is a plus.
Auto-ApplyExpert Financial Analyst - Plant Operations & Accounting
Senior finance analyst job in Ashland, CA
Welcome to Cascades! At Cascades, Sustainable Development means Respecting the True Nature of our 10,000 talents. We put you first: * Flex and connected mode * Telemedicine, Group insurance * Employee assistance program (because we care about the physical and mental health of our people) * Financial Benefits: Profit Sharing Plan, Retirement Plan with company matching, Stock Options & Annual flexible reimbursement program * Base salary range for Expert Financial Analyst - Plant Operations & Accounting between $ 85000 and 95000 USD annually At our facility in Ashland you can develop your full potential, sustainably, by applying your expertise within the Packaging team as the Expert Financial Analyst - Plant Operations & Accounting : Financial Planning & Analysis * Support budgeting and forecasting cycles with strategic and operational insights. * Perform variance analysis across production, inventory, and expenditures. * Monitor financial performance and flag risks and opportunities. * Translate financial data into actionable insights for decision-making. Month-End Close & Reporting * Oversee month-end close, ensuring timely, accurate entries and reconciliations aligned with internal controls. * Ensure data integrity across SAP and reporting tools. * Deliver management reports with commentary on key metrics. * Support ad hoc reporting and process improvements. Standard Costs & Fixed Cost Management * Maintain and validate standard cost models and BOMs. * Analyze cost variances and recommend corrective actions. * Monitor fixed cost absorption and support margin improvement. * Coordinate annual standard cost roll processes. Operational Finance Integration * Align financial insights with production and inventory realities. * Collaborate with cross-functional teams to reflect real-time shifts. * Embed financial metrics into plant KPIs and dashboards. * Support continuous improvement initiatives. Strategic Decision Support & Communication *
Develop dashboards and visual summaries for leadership. * Translate complex financial data into clear, strategic insights. * Integrate financial metrics into sustainability and excellence initiatives. * Adapt messaging for cross-functional and cross-site audiences. Bring out the best in yourself! Every day, our colleagues choose to respect their true nature by contributing with passion to our mission. You too, put forward your strengths: *
A bachelor's degree in accounting or finance required. * 5+ years in accounting and manufacturing cost required; FP&A experience is a plus. * Strong problem-solving, detail-oriented, analytical skills and a team player. * Ability to prepare financial reports and give recommendations based on available data. * Ability to work effectively and cross-functionally, think practically and be solution-oriented. * Proficiency in SAP, and Microsoft Office Excel. * Strong verbal and written communication and organizational skills. * Strong knowledge of inventory accounting, processes, and controls. We look forward to meeting you! About Cascades Cascades believes in the success of an inclusive organization that values diversity within its team. All qualified candidates will be considered for this position in a fair manner. To be part of Cascades is to reveal the full potential of materials, people and ideas. We are a source of possibilities since 1964. Cascades have been providing sustainable, innovative and value-creating solutions in packaging, hygiene and recovery. Join 10,000 talents working in a network in almost 70 operating units located in North America.
Treasury & Finance Analyst
Senior finance analyst job in Mill Valley, CA
As a Treasury & Finance Analyst, you will be part of the Treasury team responsible for helping to manage Redwood's liquidity, funding and financing operations while contributing to strategic initiatives across teams. You will play a pivotal role in daily cash management, financing operations and structured finance strategy within a dynamic mortgage finance platform. This position is ideal for an analytical thinker who enjoys collaborating across teams and adapting to a dynamic business landscape.
Responsibilities & Duties
Warehouse Financing & Whole Loan Operations
Support the management of whole loan warehouse lines, including funding requests, reconciliations, and reporting.
Coordinate settlement activity for whole loan trades.
Track collateral positions and borrowing base activity across multiple warehouse lines.
Communicate with financing counterparties, custodians, and broker-dealers to ensure operational accuracy and efficiency.
Prepare internal and external reports for management, auditors, and financing partners.
Strategic Finance & Capital Markets Support
Assist with financial modeling, cash flow projections and transaction analyses related to structured finance and capital markets activities.
Research market trends and funding spreads to inform pricing and funding strategy.
Contribute to cross-functional projects that improve treasury systems, automation, and strategic funding capabilities.
Treasury Operations & Cash Management
Monitor and reconcile daily cash positions to support transaction accuracy.
Process wire transfers in compliance with internal controls and regulatory standards.
Support cash forecasting activities and optimization of cash flows across businesses.
Required Experience, Skills, & Competencies
Bachelor's degree in Finance, Accounting, Business Administration, Economics, or a related field (or equivalent practical experience).
0-2 years of relevant experience in treasury, accounting, banking, or financial operations (internships and co-op placements considered).
Interest in mortgage finance, structured products, or capital markets preferred.
Advanced Microsoft Office Suite (Excel, Word, PowerPoint); exposure to treasury management systems and ERP platforms is a plus but not required.
Strong analytical, problem-solving, and organizational skills with close attention to detail.
Self-starter with a strategic mindset and a hands-on approach to problem-solving.
Effective communication and interpersonal skills, with the ability to collaborate across teams and external partners.
A reasonable estimate of the total compensation range for this role is $85,000-$110,000. The actual salary offer to the successful candidate will be based on job-related education, geographic location, training, licensure and certification, and other factors. CoreVest also offers a competitive benefit package including discretionary corporate bonus program, multiple health plans, STD and LTD options, company sponsored life insurance, fitness reimbursement, paid parental leave, time to volunteer, Paid Time off, ESPP, and 401K matching.
At Redwood Trust, we are committed to fostering an inclusive workplace where diversity is valued, and everyone has the opportunity thrive. We welcome applications from individuals of all backgrounds and experiences. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
Auto-ApplyAnalyst, Finance
Senior finance analyst job in San Francisco, CA
About Banana Republic Banana Republic is a storyteller's brand, outfitting the modern explorer with high-quality, expertly crafted collections made to inspire and enrich life's journeys. Founded in 1978 in San Francisco, we continue to evolve our heritage of exploration through thoughtfully designed apparel and accessories that blend timeless style with exceptional craftsmanship.
Our team is made up of passionate, curious storytellers - creators and visionaries who seek out what's next and bring it to life through elevated design, immersive experiences, and a shared spirit of creativity and innovation.
About the Role
The COS Spread Analyst is part of the BR Finance team, responsible for all non-merch product costs and distribution center operating expenses for BR Specialty and Factory stores in North America. Aside from working closely with the BR FP&A team, primary business partners are Global Production (GP), Global Merchandising, GIS Hub Finance, and Corporate Shared Services Center (CSSC) Finance.
What You'll Do
* Manage monthly forecast and annual budget for COS Spread consisting of multiple P&L line items
* Partner closely with various to understand forecast variances and R&O; help to identify trends and opportunities
* Proactively strengthen current processes through tool functionality and other process optimization
* Own line-items for Other Cost of Sales line items partnering cross-functionally on forecast and close including:
* Managing monthly fabric liability and samples review with GP, working with Inventory Control on shrink and below-cost inventory, working with Logistics to understand inbound and outbound freight
* Maintaining effective relationships with a variety of business partners within GP and Merchandising, GIS Hubs, and CSSC
* Provide ad hoc analytics and special projects based on business results and cost variances
* Establish a track record of clear communication up, down and across the organization
Who You Are
* Bachelor's degree in Finance, Accounting or related field
* 3-4+ years of work experience, preferably in financial analysis or related equivalent, retail industry experience a plus
* Strong analytical and problem-solving skills
* Demonstrated initiative and ability to work independently
* Strong sense of accountability and ownership; proven record of delivering to high standards of accuracy
* Team player with a positive attitude - must be flexible, open to cross-training and leaning in as needed across the team
* Expert in Excel functionality and modeling skills, knowledge of Essbase/Hyperion and Anaplan preferred
Benefits at Banana Republic
* Merchandise discount for our brands: 50% off regular-priced merchandise at Old Navy, Gap, Banana Republic and Athleta, and 30% off at Outlet for all employees.
* One of the most competitive Paid Time Off plans in the industry.*
* Employees can take up to five "on the clock" hours each month to volunteer at a charity of their choice.*
* Extensive 401(k) plan with company matching for contributions up to four percent of an employee's base pay.*
* Employee stock purchase plan.*
* Medical, dental, vision and life insurance.*
* See more of the benefits we offer.
* For eligible employees
Gap Inc. is an equal-opportunity employer and is committed to providing a workplace free from harassment and discrimination. We are committed to recruiting, hiring, training and promoting qualified people of all backgrounds, and make all employment decisions without regard to any protected status. We have received numerous awards for our long-held commitment to equality and will continue to foster a diverse and inclusive environment of belonging. In 2022, we were recognized by Forbes as one of the World's Best Employers and one of the Best Employers for Diversity.
Salary Range: $77,000 - $98,100 USD
Employee pay will vary based on factors such as qualifications, experience, skill level, competencies and work location. We will meet minimum wage or minimum of the pay range (whichever is higher) based on city, county and state requirements.
Financial Analyst
Senior finance analyst job in San Francisco, CA
Drive Financial Performance Through Comprehensive Financial Planning and Analysis
About At-Bay
At-Bay is the world's first InsurSec provider designed from the ground up to help businesses tackle cyber risk head on. By combining industry-leading insurance with world-class cybersecurity technology, At-Bay offers end-to-end prevention and protection for the digital age. With 98% of cyber insurance claims in the past five years coming from small and mid-size businesses with revenue under $2B, providing an integrated solution to help manage risk is more critical than ever.
At-Bay helps its 35,000+ customers close their security technology and skills gap - all through their cyber insurance policy - making them less likely to be hit with a ransomware attack. As a full-stack insurance company, At-Bay offers multiple lines of specialty insurance, including Cyber, Tech E&O, and Miscellaneous Professional Liability (MPL) policies.
Why you should join our Financial Planning and Analysis team:
You will join a talented and experienced team committed to providing world class financial planning and analysis. Further, the Finance leadership team is dedicated to fostering an environment that supports professional growth and development. The Financial Planning and Analysis team unlocks value for the organization through budgeting and forecasting, long-range capital planning, resource optimization, and strategic initiative analysis.
Role overview:
We are seeking a highly skilled and detail-oriented Financial Analyst to join our team. The ideal candidate will possess strong analytical abilities, excellent communication skills, and a deep understanding of financial principles. As a Financial Analyst, you will play a pivotal role in supporting strategic decision-making and driving financial performance through the following key responsibilities:
Actively engage in the creation and implementation of departmental and organizational budgets, ensuring alignment with strategic goals and financial resources.
Utilize financial modeling and data analysis techniques to generate accurate cash flow forecasts, supporting effective liquidity management and investment decision-making.
Monitor and analyze actual financial performance against budgeted and forecasted results, identifying variances and recommending corrective actions.
Prepare detailed financial reports and presentations, providing insights and recommendations to senior management and stakeholders.
Conduct variance analysis to help identify budgeting blind spots, and ROI and profitability analyses; ultimately you'll support data-driven decision making.
Participate in the maintenance and administration of the budgeting software platform.
How you'll make an impact:
By 3 months…
Familiarize yourself with the organizational structure, key stakeholders, and reporting lines.
Learn At-Bay's financial systems and tools, including ERP software, budgeting software, data analytics platforms, and reporting dashboards.
Develop an understanding of At-Bay's key financial analysis techniques including key ratios, variance analysis, and financial modeling.
By 6 months...
Gain a comprehensive understanding of At-Bay's operations, products, and distribution channels to better understand how various departments and functions drive financial performance.
Build relationships across the organization, establishing effective lines of communication for financial planning and analysis.
Develop a deeper understanding of the company's industry, competitors, and market trends.
What you've accomplished already:
Conducted thorough financial analysis, including budgeting, forecasting, and variance analysis.
Helped prepare detailed financial reports and presentations for senior leaders.
Collaborated cross-functionally to gather relevant financial data and insights.
Performed ad hoc analysis as needed, to support business objectives.
You're proficient with various financial planning and business intelligence (BI) tools, including but not limited to Planful and Tableau.
Our estimated base pay range for this role is $90,000-$110,000 per year. Base salary is determined by a variety of factors including but not limited to market data, location, internal equitability, domain knowledge, experiences and skills. In general, if the position sparks your interest we encourage you to apply - our team prioritizes talent.
Auto-ApplyFinancial Analyst I (Part Time, Day)
Senior finance analyst job in Fairfield, CA
At NorthBay Health, the Financial Analyst I assists with the preparation of annual budgets and multi-year forecasting. Prepares, distributes, and analyzes routine and ad-hoc reports. Collects data from various sources, validates integrity, and loads to databases.
PRIMARY JOB DUTIES
Assists with the preparation of annual budgets, monthly statistical analyses, cost analyses, special ad-hoc reports and studies.
Performs studies and validates data for cost accounting and government reporting.
Prepares and analyzes reports as directed.
Assists in consulting with department managers regarding financial and operational issues including report interpretation, scheduling, pricing and budget preparation.
Performs other duties as assigned.
At NorthBay Health, our vision is to be the trusted healthcare partner of choice for the communities we serve. We are dedicated to improving the well-being of our community by providing accessible, high-quality care to all who need it. Every member of our team plays a vital role in delivering compassionate and effective healthcare solutions. We invite you to join us in our mission to ensure that every patient and family member feels valued, respected, and cared for throughout their healthcare journey.
Qualifications
Education:
B.S. in Finance, Accounting or related field.
Experience:
Two to three years financial analysis, report writing, database experience preferred.
Skills:
Intermediate Microsoft Office Suite skills, knowledge of relational databases.
Knowledge of GAAP and laws, regulations and statutes governing the operation of healthcare providers.
Requires a high comfort level with taking initiative and responsibility, high energy and productivity, and the ability to manage details in an organized work style.
Must be able to work independently with a minimum level of supervision.
Interpersonal Skills:
Demonstrates the True North values. The True North values are a set of value-based behaviors that are to be consistently demonstrated and role modeled by all employees that work at NorthBay Health. The True North values principles consist of Nurture/Care, Own It, Respect Relationships, Build Trust and Hardwire Excellence.
Hours of Work:
Start and end times and other hours of work are subject to business need.
Compensation:
Hourly Salary Range $44 - $54 per hour. (Offered hourly rate based on years of experience in a Financial Analyst role, MAX rate is commensurate to 20+ years of experience)
Auto-ApplyFinancial Service Analyst
Senior finance analyst job in San Francisco, CA
**Job** **Responsibilities:** + Manages daily operation of the Payment Plus virtual pay program. + Conduct analysis and reporting to ensure the program is performing at an optimal level and determine areas of improvement. + Assist with Payment Plus and Card Programs campaigns.
+ Maintains accurate financial records related to disbursements, including payment receipts, invoices, and other relevant documentation.
+ Provides research on invoices/vouchers to resolve payment issues.
+ Supports and collaborates with internal (various departments, procurement, and payable accounts) and external customers, communicates payment status, resolves issues, and provides guidance on disbursement-related inquiries.
+ General administration for Corporate, Procurement Card programs, including process new card applications, maintenance, and ghost card reconciliation.
+ Reconcile and audit all Corporate and Procurement Card transactions to ensure policy compliance and prevent misuse and abuse of the cards.
+ Work with end users to determine needed system changes and translate the changes into coherent timing solutions.
+ Provide continual training to end users to ensure they understand how to use the Corporate Card and Procurement Card programs and how to utilize the supporting system features to the fullest.
+ Troubleshoot and proved solutions for any problem or bugs that arise in the system.
+ Provides excellent customer service to departmental users and vendors.
+ Ensure work queues are managed within Service Level Agreements (SLA).
+ Creates and runs departmental reports or operational monitoring and ad-hoc reports for analysis.
+ Other AP and Card Programs related duties as assigned.
**Experience:**
+ We are looking for someone at a senior level who comes with knowledge, great communicator (fluent in written & spoken English), self-learner, works well in a remote environment, and has strong Excel and problem-solving skills.
+ Systems proficiency: online Accounts Payable system (e.g, PeopleSoft or other large ERP system)
+ Proficient in Excel; Experience working with large data sets and reports with accuracy.
+ Excellent written and verbal communication
+ Strong attention to detail
+ Strong analytical and reporting skills
+ Good reading comprehension skills
+ Ability to handle sensitive situations with tact
**Skills:**
+ Experience with financial records related to disbursements, including payment receipts, invoices, and other relevant documentation.
+ Payment Plus virtual pay program.
**Education:**
University degree or college degree preferred
**About US Tech Solutions:**
US Tech Solutions is a global staff augmentation firm providing a wide range of talent on-demand and total workforce solutions. To know more about US Tech Solutions, please visit *********************** (*********************************** .
US Tech Solutions is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Financial Analyst, Client Advisory
Senior finance analyst job in San Francisco, CA
Jordan Park provides investment management and financial advice to a distinct community of individuals, families, and institutions. Our clients have made extraordinary contributions to business, philanthropy, government, and society. Our team is composed of empathetic problem solvers with depth and diversity of experience. We embrace complexity and navigate challenges to empower clients to achieve their optimal outcomes.
Our mission is to enhance lives and legacies.
Financial Analyst - Client Advisory (For Immediate Start)
San Francisco, California
Program Overview
Jordan Park's Financial Analyst Program is a two-year experience that provides exposure to all facets of the wealth management business. High-performing analysts will be eligible for a third-year extension as a Senior Analyst and will have the potential opportunity to continue their career as a member of one of the firm's functional areas (e.g., Client Advisory, Investment Team, etc.).
What You'll Do
As a Financial Analyst, you'll play a critical role in supporting our clients and driving firm initiatives. Responsibilities include:
Generating client investment reports and curating client balance sheets
Financial planning and forward modeling of client balance sheets
Engaging in macroeconomic research including but not limited to asset allocation, trade recommendations, pro forma analysis and/or wealth projections
Performing investment due diligence on various third-party managers or deals for inclusion in client portfolios
Participating in day-to-day operational management of the portfolio
Tracking capital account balances and transactions using third party data aggregation systems
Working with custodian client service and partner advisory (tax, legal, etc.) teams to complete client requests
Reviewing and preparing administrative documentation
Creating and maintaining client files in firm CRM and other systems
About You
Hold a bachelor's degree or will hold one upon your hiring date
Have between 0- and 3-years' work experience
Have strong Excel, PowerPoint, Word, and Outlook
Have experience serving and working with clients
Can communicate effectively with a broad range of stakeholders
Are detail-oriented with a strong sense of accuracy and accountability Seek to understand how the smallest details fit into the “big picture” of our service to clients
Are discreet in handling sensitive and confidential information
Love taking on challenges and finding creative solutions; continue searching until you find the right answer
Work well independently and as part of a team
Genuinely like helping people
Are hungry to learn
Are resilient, resourceful, and adaptable in the face of challenges
Considered but not required:
Business, economics, or finance major
Aptitude for learning new technologies
Previous financial services experience
Compensation & Benefits
Compensation at Jordan Park includes a base salary, discretionary year-end bonus, benefits, and other perks. We apply a total reward philosophy when determining compensation terms.
The expected base salary for this role in San Francisco, California will be $100,000 per year commensurate with experience, job-related skills, relevant education, licenses and certifications, and other business and organizational needs.
Our benefits package includes:
Medical, dental & vision insurance - 100% of premium covered for employees
401k participation with employer contribution
Generous paid time off
Commuter benefits program (pre-paid tax dollars towards your commute)
Fitness Reimbursement
Annual Professional Development and Mindfulness Stipend
We are empathetic problem solvers and subject matter experts, committed to serving clients at the highest level of trust and partnership. Our hallmarks of responsiveness, availability, dependability, and competency are our highest priorities.
Jordan Park is always seeking great talent. We are proud to be an equal opportunity employer, and we consider qualified applicants without regard to race, color, religion, sex, national origin, ancestry, age, genetic information, sexual orientation, gender identity, marital or family status, veteran status, medical condition or disability. We comply with the San Francisco Fair Chance Ordinance and will consider for employment qualified applicants with arrest and conviction records.
For information about our privacy practices, including disclosures for California residents, please see our Privacy Notice
Jordan Park is an SEC-registered investment adviser (RIA).
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