Senior vice president jobs in Sunnyvale, CA - 1,725 jobs

Company Background Gaetani Real Estate (GRE) has provided professional property management services to San Francisco Bay Area property owners for more than 75 years. Backed by three generations of experience, we deliver thoughtful, customized management solutions for commercial and multi-unit residential properties-taking the hassle and worry out of ownership while protecting long-term value. Position Summary The Chief Operating Officer (COO) is a key member of the executive leadership team responsible for driving operational excellence, business scalability, and organizational alignment across a mid-size, multi-entity property management organization. This role oversees day-to-day operations and leads strategic initiatives that elevate the company into a best-in-class property management organization, with potential expansion through organic growth and acquisition of smaller property management organizations. The COO provides high-level vision and leadership while remaining hands-on to understand the business at a deep operational level. This individual will drive accountability, optimize processes, strengthen cross-functional collaboration, and ensure the company delivers exceptional service to owners and residents, while increasing profitability. This role oversees corporate and field operations including: Property Management (APMS, OSM, PMs) Maintenance (Marview Maintenance) Human Resources (in partnership with the Human Resources Director) Leasing team Inspection team Key Responsibilities & Duties Strategic Leadership & Growth Partner with PRNs and executive leadership to define, refine, and execute the company's long-term strategic plan. Build an operational roadmap that supports scaling the organization to the “next level” while maintaining culture, compliance, and service quality. Lead organizational assessments and design improvements across workflow, communication, technology, staff structure, and operational efficiency. Explore and evaluate potential acquisitions of small property management companies, including operational due diligence, integration planning, and post-acquisition alignment. Drive adoption of industry best practices and service standards to position the organization as a market leader in operational excellence. Operational Management Provide direct leadership and oversight to Property Management, Marview Maintenance, Leasing, Inspections, and corporate operations (HR). Develop and maintain performance metrics, KPIs, service-level expectations, and dashboards to track operational health across all departments. Build consistent, scalable processes that applies procure-to-pay and project-to-cash principles for property operations, maintenance scheduling, inspections, leasing, tenant relations Pre-emptively plan and execute oncompliance requirements. Standardize communication for field teams (technicians and OSMs) and the corporate office. Ensure seamless coordination between Marview Maintenance and Property Management to improve turn times, maintenance quality, owner satisfaction, and resident experience. Drive cross-department alignment with Portfolio Accounting, and collaborate on standard operating procedures that increase work efficiency, ; strengthen data quality and enable reporting Property Management Oversight Ensure PMs, APMs, and OSMs receive clear expectations, standardized workflows, and consistent training to maintain high service delivery. Improve communication between PM teams and clients, ensuring transparency and continued relationship building and trust. Ensure compliance with state and local landlord-tenant laws, rent control rules, notice requirements, and inspection standards. Strengthen processes related to turnovers, vendor management, leasing velocity, resident satisfaction, and building operations. Build out a standardized process for onboarding, offboarding, property management that is executed clearly. Maintenance Operations (Marview Maintenance) Ensure maintenance operations are efficient, cost-effective, and responsive. Oversee scheduling systems, technician performance, work order quality standards, and customer service outcomes. Introduce preventative maintenance programs and long-term capital planning coordination with PMs and ownership. Improve maintenance reporting and communication between Marview and corporate stakeholders. Leasing & Inspection Teams Supervise the leasing department, ensuring leasing velocity targets, marketing quality, strategic pricing, showing activity, application processing, and move-in readiness. Oversee the inspection team's compliance with local regulatory requirements (especially for SF), routine inspection schedules, and building conditions reporting. Ensure inspection data feeds into maintenance planning, property budgeting, and owner communication. Technology, Systems & Process Improvement Collaborate with the CFO on the optimization of AppFolio, including workflows, data consistency, reporting, and user adoption. Identify and implement technology solutions that improve efficiency across departments (maintenance routing, inspection tools, HRIS, etc.). Build repeatable SOPs, templates, training guides, and scalable operational frameworks that reduce errors and dependency on individuals. Improve reporting structures and internal communication channels (Teams, task systems, dashboards). Partnership with CFO Partner with the CFO to provide input to the company's financial budgeting cycle and contribute insight to periodic performance tracking across fees, maintenance revenue, commissions, and unit growth Ensuring alignment between financial strategy, operational goals, and day-to-day business activity. Understand and provide inputs to corporate budgeting processes, variance analysis, and forecasting, Discuss and opine on cross functional workflow build out, and set priorities for cross-functional initiatives Optimize vendor contracts, property management contracts, maintenance spending, inventory control, and operational expenses. Qualifications Required 10+ years of progressive leadership experience in operations, property management, facilities/maintenance, real estate services, hospitality, multi-site management, or another complex operational industry. Proven experience scaling operations or leading multi-department organizations. Experience overseeing multiple business units or cross-functional teams (Operations, HR, Maintenance, etc.). Strong financial acumen with ability to interpret financial statements, understand budgets, and partner with the CFO/finance team. Demonstrated success implementing operational improvements and building processes from the ground up. Strong leadership, communication, and cross-functional collaboration skills. Ability to be both strategic and hands-on, comfortable with executive decision-making and tactical problem-solving. Ability to work within regulated environments and willingness to learn property management laws (if not already experienced). Preferred Experience in property management, real estate, multi-family, or facilities/maintenance environments. Experience with AppFolio or similar property management systems. Experience with mergers & acquisitions or integrating acquired companies. Experience with California or San Francisco-specific housing compliance. Core Competencies Strategic Planning & Execution Operational Excellence Process Design & Standardization Leadership Development Scalability / Systems Thinking Financial Analysis & Budget Knowledge Problem-Solving & Decision-Making Cross-Functional Alignment People & Culture Leadership Success in This Role Looks Like A best-in-class property management department with standardized processes and predictable performance A strong, aligned leadership team across PM, maintenance, leasing, HR, accounting, and inspections Clear KPIs, reporting structures, and communication channels Faster maintenance response times and improved tenant/owner satisfaction Improved financial performance and operational efficiency A roadmap for scaling or acquisitions A culture of accountability, transparency, and continuous improvement A COO who can operate at the executive level and step into tactical work Equal Employment Opportunity Gaetani Real Estate is proud to be an equal opportunity employer. We do not discriminate in employment opportunities or practices on the basis of race, color, religion, creed, sex, national origin, age, disability, marital status, pregnancy, childbirth, breastfeeding or related conditions, ancestry, medical condition (including genetic characteristics), veteran or military status, sexual orientation, gender identity or expression, or any other characteristic protected by law. We are also committed to compliance with all fair employment practices regarding citizenship and immigration status. Pursuant to the San Francisco Fair Chance Ordinance, we will consider qualified applicants with arrest and conviction records in a manner consistent with applicable law.

Saviynt is an identity authority platform built to power and protect the world at work. In a world of digital transformation, where organizations are faced with increasing cyber risk but cannot afford defensive measures to slow down progress, Saviynt's Enterprise Identity Cloud gives customers unparalleled visibility, control and intelligence to better defend against threats while empowering users with right-time, right-level access to the digital technologies and tools they need to do their best work. What You Will Be Doing Lead and manage a multi-disciplinary software engineering team or teams, ensuring high performance, accountability, and team spirit. Drive the strategic direction of our software engineering efforts, aligning with company goals and market trends. Foster a culture of innovation, encouraging the team to explore new technologies and methodologies that can enhance our product offerings and operational efficiency. Ensure the adoption and proficient execution of Agile methodologies, fostering close collaboration with product management to meet project timelines and deliverables. Oversee the development and maintenance of our diverse technology stack, ensuring best practices in cloud services, security and access management, AI agents, endpoints, edge gateways, network protocols, and video streaming. Cultivate an environment that motivates and inspires the team, promoting professional growth and personal fulfillment. Drive hands-on efficient execution of projects, ensuring resource optimization and innovative problem-solving. Maintain and enhance quality assurance protocols to ensure the delivery of high-quality, reliable software solutions. Engage with key stakeholders across the organization, ensuring transparent communication and alignment of software engineering efforts with broader business objectives. What You Bring 9+ years of experience leading high-performing software teams at fast-growing companies. Proven track record of leading software development projects that encompass a wide range of technologies. Technical depth and ability to review code and guide key architectural decisions. Technical expertise and experience developing or hands on management of privileged access management, identity, authentication, or cyber security products. Technical expertise and experience in developing or hands‑on management of products related to privileged access management, identity, authentication, or cybersecurity. Deep understanding of Agile methodologies and experience in leading Agile teams in partnership with product management, design, and other engineering teams including DevOps in a technical enterprise products company. Experience in driving teams both when scrappy innovation is expected and when mission critical quality is required. Exceptional leadership skills, with the ability to inspire, motivate, and mentor team members. Strong analytical and problem‑solving abilities, coupled with a knack for innovation and creative thinking. Excellent communication and interpersonal skills, with the ability to engage and align with both technical and non‑technical stakeholders. Experience managing and working with onsite, remote and global teams. Bachelor's or Master's degree in Computer Science, Engineering, or a related field. About Saviynt Saviynt is an amazing place to work. We are a high-growth, Platform as a Service company focused on Identity Authority to power and protect the world at work. You will experience tremendous growth and learning opportunities through challenging yet rewarding work that directly impacts our customers, all within a welcoming and positive work environment. If you're resilient and enjoy working in a dynamic environment you belong with us! Saviynt is an equal opportunity employer and we welcome everyone to our team. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. #J-18808-Ljbffr

About GoodLeap: GoodLeap is a technology company delivering best-in-class financing and software products for sustainable solutions, from solar panels and batteries to energy-efficient HVAC, heat pumps, roofing, windows, and more. Over 1 million homeowners have benefited from our simple, fast, and frictionless technology that makes the adoption of these products more affordable, accessible, and easier to understand. Thousands of professionals deploying home efficiency and solar solutions rely on GoodLeap's proprietary, AI-powered applications and developer tools to drive more transparent customer communication, deeper business intelligence, and streamlined payment and operations. Our platform has led to more than $27 billion in financing for sustainable solutions since 2018. GoodLeap is also proud to support our award-winning nonprofit, GivePower, which is building and deploying life-saving water and clean electricity systems, changing the lives of more than 1.6 million people across Africa, Asia, and South America. The VP, Controller & Finance Transformation is the senior accounting and controllership leader for the company, balancing hands‑on execution with executive-level ownership of accounting outcomes, systems, and scalability to support the company's rapid growth, expanding product offerings, and increasing complexity. This role focuses on building efficient and well-controlled accounting processes, with particular emphasis on optimizing the recently implemented Workday Financial platform. The role oversees Accounting Operations (Cash, A/P, A/R) and Accounting Control (General Ledger), and partners closely with FP&A, Technology, and Product/Business teams to ensure accounting, financial reporting, and control requirements are effectively embedded into systems, workflows, and new product development initiatives. This role is expected to operate with strong controllership fluency and to deliver timely and accurate financial reporting outcomes through leadership and collaboration. This position is designed for a senior accounting leader with demonstrated experience across traditional controllership functions and hands‑on finance transformation delivery. Success in the near‑term will be demonstrated through enhanced automation and scalability, optimization of processes and people, shortening of the monthly close and reporting cycle, and improvement of reporting and analytical tools available to finance and business executives. Essential Job Duties and Responsibilities Accounting Operations, Control & Finance Transformation Provide leadership and functional ownership across the Accounting Control and Accounting Operations teams to optimize and scale transactional accounting workflows, general ledger control, and financial close and reporting processes Lead the post-go‑live stabilization and ongoing optimization of Workday, overseeing and developing the Workday System Administrator as a core resource and business partner Embed accounting logic, controls, and validation rules into systems and data pipelines to reduce manual effort and risk Partner with Technology & Data teams on integrations, data integrity, and change management controls Explore and leverage AI technologies, as they evolve, to enable more efficient and effective processes while maintaining strong oversight and controls Drive adoption of best practices to support long‑term system health and scalability and improve reporting capabilities for finance executives and business partners New Products & Growth Enablement Partner with Product, Engineering, Data and Business teams to support new products, revenue streams, and business models from concept through launch and scale Serve as the accounting representative in cross‑functional growth initiatives to ensure accounting and reporting requirements are embedded early and scale effectively Financial Reporting Oversee external financial reporting, including GAAP financial statements and required regulatory, lender, and investor reporting Support audit readiness and the implementation of new accounting standards, as applicable Leadership & Collaboration Act as a change agent, driving a culture of continuous improvement and innovation across people, processes and technology Develop team members supporting accounting operations, financial reporting, systems, and transformation initiatives Required Skills, Knowledge and Abilities Bachelor's degree in Accounting, Finance or related field CPA license required Experience with ERP implementation/optimization projects Combined Big 4 public accounting and fintech, financial services or other complex regulated industry experience preferred Demonstrated experience in accounting operations and financial close and reporting processes Major hands‑on ERP project experience (design, build and optimization); Workday familiarity is a plus Deep understanding of U.S. GAAP, internal controls and financial reporting requirements Outstanding project & change management skills: Ability to manage priorities, meet deadlines, balance multiple initiatives and projects simultaneously, and motivate stakeholders to collaborate Demonstrated ability to partner effectively with cross‑functional leaders to influence business outcomes beyond the accounting function, as well as externally with auditors and users of financial reports Entrepreneurial mindset: Self‑motivated and eager to identify efficiencies, be hands‑on to implement improvements, and champion change Exceptional organization, keen attention to detail and commitment to accuracy Excellent written communication skills including production of clear and concise process documentation Additional Information Regarding Job Duties and s Job duties include additional responsibilities as assigned by one's supervisor or other managers related to the position/department. This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and other skills required for the position. The Company reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job position or assign additional job responsibilities, subject to applicable law. The Company shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law. Compensation: $260,000 - $310,000 annually + Bonus If you are an extraordinary professional who thrives in a collaborative work culture and values a rewarding career, then we want to work with you! Apply today! #J-18808-Ljbffr

About GoodLeap: GoodLeap is a technology company delivering best-in-class financing and software products for sustainable solutions, from solar panels and batteries to energy-efficient HVAC, heat pumps, roofing, windows, and more. Over 1 million homeowners have benefited from our simple, fast, and frictionless technology that makes the adoption of these products more affordable, accessible, and easier to understand. Thousands of professionals deploying home efficiency and solar solutions rely on GoodLeap's proprietary, AI-powered applications and developer tools to drive more transparent customer communication, deeper business intelligence, and streamlined payment and operations. Our platform has led to more than $27 billion in financing for sustainable solutions since 2018. GoodLeap is also proud to support our award-winning nonprofit, GivePower, which is building and deploying life-saving water and clean electricity systems, changing the lives of more than 1.6 million people across Africa, Asia, and South America. The VP, Controller & Finance Transformation is the senior accounting and controllership leader for the company, balancing hands‑on execution with executive-level ownership of accounting outcomes, systems, and scalability to support the company's rapid growth, expanding product offerings, and increasing complexity. This role focuses on building efficient and well-controlled accounting processes, with particular emphasis on optimizing the recently implemented Workday Financial platform. The role oversees Accounting Operations (Cash, A/P, A/R) and Accounting Control (General Ledger), and partners closely with FP&A, Technology, and Product/Business teams to ensure accounting, financial reporting, and control requirements are effectively embedded into systems, workflows, and new product development initiatives. This role is expected to operate with strong controllership fluency and to deliver timely and accurate financial reporting outcomes through leadership and collaboration. This position is designed for a senior accounting leader with demonstrated experience across traditional controllership functions and hands‑on finance transformation delivery. Success in the near‑term will be demonstrated through enhanced automation and scalability, optimization of processes and people, shortening of the monthly close and reporting cycle, and improvement of reporting and analytical tools available to finance and business executives. Essential Job Duties and Responsibilities Accounting Operations, Control & Finance Transformation Provide leadership and functional ownership across the Accounting Control and Accounting Operations teams to optimize and scale transactional accounting workflows, general ledger control, and financial close and reporting processes Lead the post-go‑live stabilization and ongoing optimization of Workday, overseeing and developing the Workday System Administrator as a core resource and business partner Embed accounting logic, controls, and validation rules into systems and data pipelines to reduce manual effort and risk Partner with Technology & Data teams on integrations, data integrity, and change management controls Explore and leverage AI technologies, as they evolve, to enable more efficient and effective processes while maintaining strong oversight and controls Drive adoption of best practices to support long‑term system health and scalability and improve reporting capabilities for finance executives and business partners New Products & Growth Enablement Partner with Product, Engineering, Data and Business teams to support new products, revenue streams, and business models from concept through launch and scale Serve as the accounting representative in cross‑functional growth initiatives to ensure accounting and reporting requirements are embedded early and scale effectively Financial Reporting Oversee external financial reporting, including GAAP financial statements and required regulatory, lender, and investor reporting Support audit readiness and the implementation of new accounting standards, as applicable Leadership & Collaboration Act as a change agent, driving a culture of continuous improvement and innovation across people, processes and technology Develop team members supporting accounting operations, financial reporting, systems, and transformation initiatives Required Skills, Knowledge and Abilities Bachelor's degree in Accounting, Finance or related field CPA license required Experience with ERP implementation/optimization projects Combined Big 4 public accounting and fintech, financial services or other complex regulated industry experience preferred Demonstrated experience in accounting operations and financial close and reporting processes Major hands‑on ERP project experience (design, build and optimization); Workday familiarity is a plus Deep understanding of U.S. GAAP, internal controls and financial reporting requirements Outstanding project & change management skills: Ability to manage priorities, meet deadlines, balance multiple initiatives and projects simultaneously, and motivate stakeholders to collaborate Demonstrated ability to partner effectively with cross‑functional leaders to influence business outcomes beyond the accounting function, as well as externally with auditors and users of financial reports Entrepreneurial mindset: Self‑motivated and eager to identify efficiencies, be hands‑on to implement improvements, and champion change Exceptional organization, keen attention to detail and commitment to accuracy Excellent written communication skills including production of clear and concise process documentation Additional Information Regarding Job Duties and s Job duties include additional responsibilities as assigned by one's supervisor or other managers related to the position/department. This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and other skills required for the position. The Company reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job position or assign additional job responsibilities, subject to applicable law. The Company shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law. Compensation: $260,000 - $310,000 annually + Bonus If you are an extraordinary professional who thrives in a collaborative work culture and values a rewarding career, then we want to work with you! Apply today! #J-18808-Ljbffr

About Anthropic 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 We are seeking an experienced leader to own and scale Anthropic's order management and billing function as we continue to grow rapidly. This critical role reports to the Head of Revenue Accounting and has full accountability for building and leading the billing operations organization from contract provisioning through invoice generation. You'll be instrumental in establishing scalable processes, systems, and teams that support our global operations while maintaining the highest standards of accuracy and customer experience. Responsibilities Own Global Billing Operations: Take full accountability for the customer billing lifecycle from contract provisioning through invoice generation, ensuring accuracy, timeliness, and scalability across all channels Drive Operational Excellence: Establish unified SLAs and performance standards across the billing cycle while reducing manual interventions through systematic process improvements and automation Build Systems & Automation: Lead billing system configurations, automate workflows, and integrate billing systems in collaboration with Engineering, Sales Operations, and Finance Systems teams Partner with Deal Desk and GTM Teams: Provide strategic consultation on billing infrastructure capabilities and deal structuring to enable seamless contract-to-billing execution Ensure Customer Experience Excellence: Serve as escalation point for billing inquiries and disputes, maintaining exceptional customer experience throughout the billing cycle Own Renewal Process: Take full accountability for customer renewals, driving continuous improvement in renewal operations, customer experience, and process efficiency Lead Pre-Launch Billing Testing: Work closely with Product organization to orchestrate comprehensive end-to-end testing of the entire billing process for all new products and pricing changes before launch, including testing transactions, invoice generation, and revenue recognition Own OM & Billing related procedures in month-end close and financial audit: Play a critical role in close and audit processes, ensuring accuracy and completeness of upstream data flowing into financial systems and ERP Establish Controls & Compliance: Implement compliance controls, segregation of duties (SOD), and audit-ready processes supporting enterprise-grade operations Deliver Analytics & Insights: Develop KPI dashboards and billing metrics for data-driven decision-making Build and Lead Team: Establish, scale, and develop the billing operations organization; define OKRs, clarify priorities, drive results, and develop team members through mentorship and coaching You may be a good fit if you have Bachelor's degree in Business, Finance, Accounting, or related field 15+ years of progressive billing operations experience in a combination of high-growth technology companies and public companies 5+ years of leadership experience scaling teams through periods of significant growth; demonstrated success in organizational design, effective hiring, setting team priorities and OKRs, coaching and developing talent, and driving performance Demonstrated ability to own an entire function with full accountability for strategy, execution, and results in ambiguous, fast-paced environments Hands‑on experience with modern billing systems (CRM, CPQ, billing platforms) and integration with ERP systems Strong analytical mindset with proven track record driving process improvements, automation, and scalable operations to support significant revenue growth Excellence in cross‑functional collaboration and stakeholder management across technical and business teams Strong experience with revenue accounting principles (ASC 606) and ability to support month‑end close and audit processes Data‑savvy with proven track record working with large datasets and ensuring data accuracy and completeness for financial reporting and ERP systems Strong candidates may also have Expert knowledge of consumption‑based and subscription billing models with experience in complex pricing structures Experience serving both consumers and enterprise customers Experience with third‑party marketplace sales channels Understanding of AI industry business models and enterprise customer needs 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: $230,000 - $300,000 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 are 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 #J-18808-Ljbffr

A leading tax compliance platform in San Francisco is seeking a Chief of Staff to work directly with the CEO. The role involves automating compliance processes, enhancing business operations, and conducting international tax research. Ideal candidates should have exceptional attention to detail, strong communication skills, and the ability to manage multiple tasks in a fast-paced environment. An opportunity to work closely with leadership in a rapidly growing company that is pioneering tax automation solutions. #J-18808-Ljbffr

A fast-growing vertical AI company in San Francisco is seeking an experienced Chief of Staff to the Founder & CEO. This role will involve strategic planning, operational efficiency, and cross-functional leadership to drive the company's growth. The ideal candidate will have 3-5 years of relevant experience, strong analytical skills, and a proactive work ethic. Join a vibrant team that is making a significant impact in the industry and enjoy competitive compensation and flexibility. #J-18808-Ljbffr

A fintech firm revolutionizing private market access is seeking a Managing Director/Director of Relationship Management in Menlo Park, CA. The role involves managing relationships with wealth advisory firms and educating them on private market strategies. Ideal candidates will have over 8 years of experience in related roles and a strong understanding of private markets. The competitive compensation includes base salary, performance incentives, and equity options. #J-18808-Ljbffr

A leading financial advisory firm is seeking a Managing Director to oversee mergers & acquisitions transactions. The role involves driving business development, managing execution teams, and mentoring staff. Candidates must have a strong background in corporate finance, with a Bachelor's in Accounting or Finance and an MBA. The firm offers a competitive salary range of $225,000 - $300,000, commensurate with experience, and looks for strong analytical and problem-solving skills. #J-18808-Ljbffr

Incorporated in 1834, Hingham Institution for Savings is one of America's oldest banks. The Bank provides commercial mortgage and relationship banking services in Boston, Nantucket, Washington, D.C. and the San Francisco Bay Area. Publicly-traded but family-run since 1993, our objective has been to build one of America's great banks, characterized by superior long-term financial results, a fortress balance sheet that provides unquestionable assurance to our depositors, and an enduring culture of growth and success. We have a small, entrepreneurial team - just under 100 people - and we hold ourselves to high standards. About the role Hingham's Specialized Deposit Group (SDG) is looking for a Relationship Manager to take responsibility for some of the Bank's most significant business, institutional, government, and private client banking relationships. You will be responsible for new business development in the verticals the Bank targets: commercial real estate investors, property managers, nonprofit organizations, educational institutions, professional services firms, life sciences, and technology companies. You will also manage a portfolio of existing relationships with key customers and their staff. As the key point of contact for these customers, you will manage the full range of their deposit banking needs, coordinate service requests and cross sell new products by partnering with our Business Client Services Team and Cash Management Specialists. The SDG works closely with the Bank's Commercial Lending Group to deliver deposit services to new and existing commercial customers and refer commercial real estate loans. You will also work with commercial real estate customers to grow their deposit relationship with the Bank. We target operating accounts by providing a high level of service, offering competitive rates, and cross selling cash management services. Hingham prides itself on a flat corporate structure and our bankers are entrusted with considerable responsibility for business development and customer service. The SDG also plays an important role in our ongoing product development and process improvement efforts, aimed at providing a higher level of service to our customers, and may be responsible for identifying, testing, and delivering new products and services for our customers. Responsibilities Business Development: You will develop new relationships through a self-sourced portfolio, with a strong focus on our existing customer verticals (property management, municipalities, commercial real estate, non-profits). It is critical that you enjoy actively prospecting for new business, as this is the heart of the role. Manage Existing Relationships: You will serve as the primary banker for a portfolio of some of the Bank's most significant business, institutional, government, not for profit and private client banking relationships. You'll be responsible for coordinating their needs within the Bank, opening and closing accounts as necessary, and handling some of their basic needs relative to our digital products. You'll also be responsible for identifying opportunities to deepen our relationships with these clients through additional deposit/payments business or via our Residential and Commercial Lending Groups. Find Problems and Devise Solutions: As we grow alongside our customers, their needs change and our products and services must evolve. You will facilitate delivery of our digital products, including online and mobile banking, payments services (wire, remote deposit capture, ACH, lockbox, and merchant services) in conjunction with our Digital Banking Group and third party vendors. These solutions solve real problems for our customers and it is critical we stay engaged with them to ensure that our products are meeting their needs. We'll also expect you to provide input to our product and process development process over time based on our customers' experiences. Requirements Successful candidates should have a strong record of business development or relationship management in a business banking, private banking or cash management role. A book of business in non-profit, commercial real estate, professional services, or property management is strongly preferred but not required. What You'll Bring High ethical standards Strong analytic skills with an ability to translate business plans and goals An ability to effortlessly build relationships with trust and respect Strong self-management/drive and a meticulous approach to organization Ability to prioritize and differentiate between what's needed versus what's wanted. Be adept at handling multiple competing priorities and duties in a fast-paced, results-oriented, and rapidly changing environment Comfortable with implementing structure Experience working with distributed teams Culture Do you believe there's always room for improvement? We are constantly trying to improve our internal processes and our customer experience. Do you always dot your i's and cross your t's? Attention to detail is a must. Are you happy to lend a helping hand? We are a small, tight-knit group and at times all wear a number of different hats. Are you transparent and do you prefer addressing the elephant in the room? We pride ourselves on being upfront and honest. We do not have the time or energy for corporate politics. Do you pick up the ball that someone else may have dropped? We are looking for people that own the company goals beyond just doing their job. Are you OK with making a mistake? We are too, as long as we learn from them and don't repeat them. As a family-run company, we offer an excellent benefits package. Hingham is one of the most profitable banks in the country and our profit-sharing program offers all employees the opportunity to participate in this success. 401K Matching Health Benefits with Employer Contribution Life Insurance Paid Time Off Family Leave Short & Long Term Disability The pay range for this role is: 100,000 - 225,000 USD per year (San Francisco Office) #J-18808-Ljbffr

Relationship Executive - Innovation Economy Venture Capital Technology Coverage - Managing Director Job Information Job Identification 210689470 Job Category Relationship Manager Business Unit Commercial & Investment Bank Posting Date 11/25/2025, 09:34 PM Locations 560 Mission St, San Francisco, CA, 94105, US Job Schedule Full time Job Shift Day Job Description Innovation Economy Venture Capital Relationship Team, Technology Coverage - Managing Director The Venture Capital Relationship Team is a key component of the firm's overall Innovation Economy (IE) business, covering venture capital firms and partners in early and growth stage companies. As a Managing Director within the Venture Capital Relationship Team covering Technology venture firms, you will play a pivotal role in shaping the investor coverage strategy. Your responsibilities will include fostering and enhancing relationships with leadership teams and General Partners within the North America Venture Capital space. You will also be entrusted with the client experience and promoting results for the firm's portfolio company coverage strategy, while actively engaging with Commercial Bank, Private Bank, Credit, and Investment Banking product sets. Job Responsibilities Develop and deepen relationships with leadership teams and General Partners within the North America Venture Capital space with a focus on Technology Venture Capital firms Support the firm's efforts across JP Morgan's product offerings to VC firms, General Partners and their portfolio companies. Take ownership of the client experience and drive outcomes for the firm's portfolio company coverage strategy, engaging with Commercial Bank, Private Bank, Credit and Investment Banking product sets. Work closely with senior leaders within the IE team and across the firm, including but not limited to other members of the Venture Capital Relationship Team, Commercial Bank subsector and industry coverage, Private Bank, Investment Banking and global partners. Required Qualifications, Capabilities and Skills Extensive Life Sciences industry and product knowledge across the Innovation Economy Minimum ten years proven relationship building and influencing skills with Venture Capital Firms and Partners Knowledge of credit, corporate finance, treasury, commercial, and investment banking products Direct lending or credit supported related experience with a focus on business relationships, excellent client relationship skills Preferred Qualifications, Capabilities and Skills Completion of a recognized bank credit training or investment banking training program MBA preferred Strategic thinker who supports the goals and direction of the firm Ability to partner across lines of businesses and leverage internal resources Strong knowledge of regulatory and control framework FINRA securities licenses 79 and 63 are required for the position; however, unlicensed candidates will be considered and will need to obtain licenses (have 90 days from start date per license) to stay in the role FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. About Us JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans About the Team J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world. #J-18808-Ljbffr

In order to be considered for this role, after clicking "Apply Now" above and being redirected, you must fully complete the application process on the follow-up screen. About the Position Golden State is looking for a Director to be responsible for the integrity, accuracy, and efficiency of the company's financial reporting and accounting operations. In this role, you will oversee the month-end, quarter-end, and year-end closing processes, ensuring that all financial statements are prepared in accordance with GAAP. Beyond managing the day-to-day accounting functions, you will serve as a strategic partner to senior leadership, providing financial insights that drive business decisions. Additionally, you will maintain a robust internal control environment, managing the external audit relationships, and leading a professional accounting staff. Our ideal candidate balances high-level strategic oversight with a hands-on approach to technical problem-solving and process optimization. This role reports to the Controller. Come share your expertise while learning more about this growing sports and entertainment organization that values your initiative and dedication! This is a full-time position based onsite in San Francisco, CA. Key Responsibilities Leadership & Team Management Lead, mentor, and develop team members responsible for centralized accounting functions, treasury functions, technical accounting, and financial reporting Manage the complexity of shared function costs and their appropriate allocation across business unit. Lead the accounting for investment-related activities, including equity method investments, start-up of new businesses, and purchase accounting stemming from M&A. General Accounting & Financial Oversight Own close calendars and manage close timeliness for the Controllership team, leading through influence to achieve set goals, ensuring all reconciliations, flux analyses, and close review decks are completed accurately and on schedule. Manage the accounting for centralized functions, including, payroll, fixed assets, treasury operations, commissions, and lease accounting Oversee the consolidation and preparation of monthly, quarterly, and annual financial statements Technical Accounting & Policy Act as the primary point person for technical accounting inquiries across the global organization Author and oversee the research and drafting of comprehensive technical accounting memos for complex transactions, new standard implementations, and non-recurring events Develop, maintain, and enforce policies, procedures, and internal controls to safeguard company assets and ensure data integrity Process Improvement & Systems Drive continuous improvement in the Record-to-Report cycle, ensuring scalable processes and robust internal controls Internal Controls & Compliance Design, implement, and maintain a strong system of internal controls to safeguard company assets and ensure financial data integrity Support internal and external audit requests by providing accurate documentation and explanations Other duties as assigned Required Experience & Skills Bachelor's degree, preferably in Accounting, or equivalent work experience Certified Public Accountant (CPA) certification preferred 7+ years of progressive accounting experience (a mix of public accounting and corporate experience is preferred); 2 years of people management experience Expertise in US GAAP, financial statement preparation, accounting for investments, internal controls, and relevant regulatory requirements (e.g., 1099) Experience leading process improvement, control design, and/or system implementation projects in a high-volume transactional environment Advanced skills in Microsoft Office Suite and major ERP systems (e.g., SAP, Oracle, NetSuite) and financial reporting software Experience in a SOX environment preferred Ability to mentor and develop a diverse team of accounting professions Ability to explain complex accounting concepts to non-financial stakeholders Exceptional problem-solving skills with a focus on data driven decision making Ability to thrive and lead teams through change in a fast-paced environment Compensation $170,000 - 180,000 + Bonus Comprehensive Medical, Dental and Vision benefits for employees and dependents Employer 401K match Vacation, Summer Half-Day Fridays and a generous paid time off plan for pregnancy and parental leaves Warriors home tickets, team store discount and more! Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. Golden State is an equal opportunity employer. We will ensure that qualified applicants with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Want to learn more about who we are and what we value? Visit *************************** Please refer to our California Privacy Notice for more information about how we process your personal information, and your data protection rights.

# **Overview**Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.*Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.**Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.*# **Job Description:**Tax Director Responsibilities If yes, consider joining Baker Tilly (BT) as a Tax Director with the NorCal Corporate Tax team! This is a great opportunity to be a valued business advisor delivering industry-focused tax advisory and compliance services to middle market clients. You will work side-by-side with firm leadership to serve clients and build the business, having a direct impact on the firm's success. Additionally, you will be a mentor and coach to a group of talented staff, utilizing your expertise to help develop their technical and professional skills. If you are invigorated by these exciting challenges, then this could be the right opportunity for you! As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development. You'll enjoy this role if: You are looking for an opportunity to build your career in a specific industry, becoming an industry expert to the clients you serve You can see yourself as a trusted business advisor, working face-to-face with clients to find creative solutions to complex accounting and business challenges You want to work for a leading CPA advisory firm that serves middle market clients and whose owners have both their clients' and employees' best interests in mind and are transparent in their decisions You value your development and want to work for a firm that provides you the autonomy to own your schedule and career through structured programs (ask us about My Time Off, My Development and Dress for Your Day!) You want to contribute to your engagement team's professional growth and develop your own leadership skills to build a career with endless opportunities now, for tomorrow What you will do: Be a trusted member of the engagement team providing various corporate tax compliance and consulting services to industry specific clients: Be a valued tax business advisor, lead client relationships on day to day tax matters with various clients ranging from middle market to multinational Consult on technical matters and special projects in various areas of corporate and flow through taxation, accounting methods, and ASC740 Research various tax matters, responding to IRS and other tax authority inquiries, and make recommendations to the client for consideration Coordinate with specialty tax practices on complicated tax matters in the state and local, high net worth, international, research and development along with credits and incentives areas Manage client engagement staffing, billings/collections, and ensure client profitability targets are met Utilize your entrepreneurial skills to network and build strong relationships internally and externally with the goal of acquiring new clients, projects, and revenue Invest in your professional development individually and through participation in firm wide learning and development programs Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals Enjoy friendships, social activities and team outings that encourage a work-life balance Qualifications Successful candidates will have: Bachelor's degree in accounting or law, or a similar degree in business, master's or advanced degree desirable CPA or JD required Eight (8) + years' experience providing federal tax compliance and consulting services in a professional services firm Five (5)+ years' of supervisory experience, mentoring and counseling associates Demonstrated management, analytical, organization, interpersonal, project management, communication skills Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects Highly developed software and Microsoft Suite skills Eligibility to work in the U.S. without sponsorship preferred Corporate Tax DirectorResponsibilities If yes, consider joining Baker Tilly (BT) as a Corporate Tax Director! This is a great opportunity to be a valued business advisor delivering industry-focused tax advisory and compliance services to midmarket and large corporate clients. You will work side-by-side with firm leadership to serve clients and build the business, having a direct impact on the firm's success. Additionally, you will be a mentor and coach to a group of talented staff, utilizing your expertise to help develop their technical and professional skills. If you are invigorated by these exciting challenges, then this could be the right opportunity for you! As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development. You'll enjoy this role if: You are looking for an opportunity to build your career in a specific industry, becoming an industry expert to the clients you serve You can see yourself as a trusted business advisor, working face-to-face with clients to find creative solutions to complex accounting and business #J-18808-Ljbffr

Macdonald & Company are proudly partnered with a multifamily focused real estate credit platform who have ambitious growth plans to double their AUM over the next 3 years. The firm is now seeking to expand into California and the Pacific Northwest and are looking to appoint a VP of Originations to grow the platform on the West Coast. About the Role The Vice President, Debt Originations will lead the sourcing and execution of new loan opportunities across California and the Pacific Northwest. This role will emphasize construction and bridge lending, with some permanent financing opportunities, and will work closely with the investment/credit team through closing and ongoing relationship management. Key Responsibilities Originate new debt opportunities across CA and the Pacific Northwest, with a focus on construction and bridge loans (and select permanent financing). Build and manage a robust pipeline through relationships with developers, sponsors, mortgage bankers, and other intermediaries. Serve as the primary relationship manager for borrowers and referral partners-driving repeat business and long-term sponsor coverage. Lead transactions from initial screen through close: Structure terms and pricing; Collect/organize diligence; Coordinate third parties (appraisal, engineering, environmental, legal, title, insurance); Partner with internal underwriting/credit to advance deals efficiently Prepare and present investment memos and deal recommendations to internal committees; clearly communicate risk, mitigants, and return profile. Monitor market conditions, competitive dynamics, and sponsor activity to inform strategy and pricing discipline. Support portfolio management as needed by maintaining borrower touchpoints and assisting with modifications, extensions, and payoffs. Represent the fund at industry events and actively contribute to brand presence across target markets.

Overview 😀 Clipbook (clipbook.io) is looking for a rockstar Chief of Staff to the Founder & CEO to join our team. This is the first Chief of Staff hire at Clipbook, with the opportunity to have a significant impact on organizational strategy, operations, and cross-functional execution. You will act as a trusted partner to the CEO and leadership team. In this role, you will be responsible for streamlining operations, driving strategic initiatives, and ensuring alignment across teams, with a focus on enabling the company to scale effectively. This position is ideal for someone with a passion for early-stage businesses & operational excellence who can bring a mastery of the core business skillset to a diverse, complex, and fast-moving range of business challenges. CoS is an intense, high-stakes role - and is best for someone who is jet-fuel driven, ambitious, and excited to build a massive company. Based in SF to co-locate with the CEO. About Clipbook 🚀 Clipbook is the largest & fastest growing vertical AI company for PR, communications, and government affairs teams in the world. We support 200+ customers across the U.S. and U.K., including many of the country's most influential & impactful organizations - from publicly traded companies to professional sports teams, nonprofits, and government agencies. We bootstrapped profitably from 0 to over 7 figures in revenue in just over a year (and have grown multiples since) and are now venture-backed by leading investors - including Mark Cuban and several leading operators in the segment. Our Vision 🚀 To be the lens through which leaders listen to - and engage - the world. Clipbook will automate key workflows for knowledge workers - including replacing hours of desk research using predictive AI - to empower informed decision-makers across the world's most impactful organizations. What you'll do Partner closely (on a daily basis) with the CEO on all aspects of running the business. Strategic Planning & Execution: Help drive strategic initiatives, ensuring alignment across teams and priorities Executive Support: Prepare materials and agendas for leadership meetings and investor communications; represent the CEO in internal and external meetings as needed. Operational Efficiency: Identify and solve bottlenecks in processes to improve team productivity and effectiveness; implement scalable systems to support rapid growth Cross-Functional Leadership: Engage across functionals, ensuring seamless communication and collaboration between engineering, operations, product, growth / sales, and customer success teams. Special Projects: Drive high-impact projects and initiatives that are critical to the company's growth and success; tackle ad hoc challenges with creativity and efficiency. Examples projects / areas of ownership: Quarterback Clipbook ‘all-team' meetings & ‘executive team' meetings Work with CEO to finalize our 2025 budget & investment plan Draft & manage cadence of communications with our investors Support CEO-driven enterprise sales to big-ticket customers (content generation, meeting prep, joining calls directly) Support CEO on fundraising process (where relevant) Qualifications Required Skills & Experience Minimum ~3 years working experience, ideally 3-5 years. Preferably seasoned professional experience (e.g. in a top consulting firm, private equity, etc.) Strong mastery of the general business fundamentals, e.g. : quantitative analysis (e.g. core Excel skills), strong written communication, exceptional problem-solving, communication, project management skills, and managerial exposure & experience. Proven ability to manage multiple priorities in a fast-paced, dynamic environment. Instinct for early-stage scrappiness & hustle Rocket-fuel driven work ethic & execution velocity Preferred Skills Background in, or passion for, SaaS, AI, or technology companies - and/or a direct experience with (or passion for) our customers Hands-on experience with scaling operations and implementing organizational processes. Why Clipbook? Clipbook is a category-defining company with very strong product-market fit. We've signed some of the top customers in the world in this segment. Our core offering is used by several thousand users every day across 200+ organizations - having consistent & daily impact on the most prominent leaders in the country. We have a world-class team that is smart, hard-working, and resourceful team - and most of all, who is passionate about our success and excited for the future. Our team has come from leading companies & orgs, including BCG, the White House, and U.S House & Senate. Team members have previously held leadership positions backed by top VCs including Sequoia, Tiger Global, Insight Partners, Coatue, and NFX. The opportunity to work as the day-to-day, hour-to-hour right hand to the CEO of a venture-backed & rapidly-growing company. We are a profitably- and rapidly-growing startup with commercial rigor at our core As the company's first CoS, you will have the opportunity to make a high-leverage impact in an early-stage, venture-backed company at a critical stage of execution. A fun, jet-fuel driven culture of nimble execution and innovation. Details Competitive salary (cash + equity) commensurate with experience Full benefits, including medical, dental, vision, 401(k), and unlimited & flexible PTO & sick days Unlimited book / reading budget for professional development San Francisco-based. Plan to be in-person on a ‘hybrid' working model with the CEO. How to Apply 📩 Contact: Founder & CEO Adam Joseph (LinkedIn) - **************** with your LinkedIn & resume #J-18808-Ljbffr

A fast-growing financial technology company is looking for a Chief of Staff to the CEO in San Francisco. This role involves a mix of strategic and tactical responsibilities, combining project management with operational execution. Candidates should have 4-6 years of experience in relevant fields, excellent communication skills, and thrive in a fast-paced environment. The compensation range is between $132K to $178K, with on-site work expectations. #J-18808-Ljbffr

The Managing Director at BDO Capital Advisors advises clients through mergers & acquisitions and strategic solutions, driving business development through networking to convert prospects into clients. The Managing Director oversees transaction execution, ensures deliverables are met on time, manages the execution team's workload, mentors staff, and focuses on measurable revenue results with a metrics‑driven mindset. Job Duties Execute buy‑side and sell‑side transaction advisory engagements, managing financial and business due diligence for companies, private equity or debt investors. Engage in business development activities, marketing services to external clients and internal partners, supporting sales and marketing strategies. Network with prospects to build revenue‑producing relationships. Analyze client data for financial and operating trends, quality of earnings, working capital, liabilities, and risks, guiding decision‑makers. Review transaction documents and provide negotiation insights. Identify pre‑ and post‑close business opportunities and enhance go‑to‑market strategies. Commit to satisfying internal and external customers. Perform 100% of job duties in the office. Other duties as assigned. Supervisory Responsibilities Manage the team's efforts with an apprenticeship approach. Direct due diligence meetings, draft and review tailored reports for key issues. Coordinate client approach throughout the transaction process. Lead engagement, serve as principal contact, oversee deliverables, and provide real‑time feedback to clients and providers. Lead day‑to‑day transaction execution, including due diligence, valuation, and contract negotiation. Qualifications, Knowledge, Skills and Abilities Education Bachelor's Degree in Accounting or Finance, required. MBA, required. Experience Ten (10) or more years at an investment bank or similar corporate finance vertical, required. Experience at a middle‑market investment bank, preferred. Experience managing and leading a team of VPs, associates, and/or analysts (in person and remotely), preferably at a regional boutique or middle‑market bank, required. License/Certifications FINRA Series 63 and 7 or 79 licenses, or actively pursuing licensure, required. Software Proficient in Microsoft Office Suite, required. Language N/A Other Knowledge, Skills, & Abilities Strong business acumen and analytical problem‑solving skills, understanding business model impact on performance. Comfort with ambiguity and fluid client situations. Strong time‑management skills, ability to multi‑task and prioritize simultaneous deadlines. Advanced analytical and modeling skills with attention to detail. Excellent written and verbal communication with a polished/professional demeanor. Team player capable of working cohesively with colleagues and clients. Self‑motivated and capable of working under pressure with proactive follow‑up skills. Ability to travel for client meetings/events during regular work hours, evenings, and/or weekends. Individual salaries are determined after considering numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. National Range: $225,000 - $300,000 Maryland Range: $225,000 - $300,000 NYC/Long Island/Westchester Range: $225,000 - $300,000 #J-18808-Ljbffr

Industry Executive - Life Sciences Coverage, West Coast Region - Managing Director Job Information Job Identification 210599684 Job Category Relationship Manager Business Unit Commercial & Investment Bank Posting Date 02/20/2025, 07:31 PM Job Schedule Full time Job Shift Day Job Description The role of a Life Sciences Market Executive is to lead a team of Bankers in their business development efforts to grow and retain profitable banking relationships with Life Sciences clients with annual revenue size ranging from $50 million and $25 billion. The role of a Life Sciences Market Executive is to lead a team of Bankers in their business development efforts to grow and retain profitable banking relationships with Life Sciences clients with annual revenue size ranging from $50 million and $25 billion. A typical team includes direct management of 3-5 Bankers. In addition, the Market Executive partners closely with credit underwriting, treasury sales, client service, an administrative assistant, and other functional areas inside and outside of the Commercial Bank to deliver products and solutions to clients. In this role you will be expected to maintain a portfolio of your own while leading the banking team, however, the portfolio size is typically smaller in recognition of management responsibilities. As part of the regional coverage, travel to clients may include approximately 25% of schedule. Job Responsibilities Champion a culture of innovation and a customer centric mindset Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships Deliver the entire firm across lines of business Find ways to further efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies Lead specially assigned projects for the benefit of region and national team Hire, manage, coach, mentor and retain a high performing and diverse team Foster a diverse, equitable and inclusive work environment Required Qualifications, Capabilities and Skills Typically a minimum of ten years account relationship management experience with a focus on business relationships Understanding of Commercial Banking products and services with knowledge of the region Ability to mobilize internal networks and resources Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor Management experience in a Commercial Bank setting, specifically leading a commercial lending sales team Sales management and business development skills with proficiency in building and maintaining positive client relationships Excellent verbal and written communications skills; able to effectively communicate clearly and concisely Preferred Qualifications, Capabilities and Skills Bachelor's degree and formal credit training preferred Strong technology experience; digital background preferred Flexible to changing business priorities and ability to multitask FINRA securities licenses 79, 63 and 24 required or ability to obtain within reasonable timeframe About Us JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission‑based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on‑site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans About the Team J.P. Morgan's Global Banking business is one of the largest wholesale banking client franchises in the world. We serve clients, including corporations, governments, states, municipalities, healthcare organizations, education institutions, banks and investors. Commercial Banking provides credit and financing, treasury and payment services, international banking and real estate services to clients-including corporations, municipalities, institutions, real estate investors and owners, and not‑for‑profit organizations. #J-18808-Ljbffr

Macdonald & Company are proudly partnered with a multifamily focused real estate credit platform who have ambitious growth plans to double their AUM over the next 3 years. The firm is now seeking to expand into California and the Pacific Northwest and are looking to appoint a VP of Originations to grow the platform on the West Coast. About the Role The Vice President, Debt Originations will lead the sourcing and execution of new loan opportunities across California and the Pacific Northwest. This role will emphasize construction and bridge lending, with some permanent financing opportunities, and will work closely with the investment/credit team through closing and ongoing relationship management. Key Responsibilities Originate new debt opportunities across CA and the Pacific Northwest, with a focus on construction and bridge loans (and select permanent financing). Build and manage a robust pipeline through relationships with developers, sponsors, mortgage bankers, and other intermediaries. Serve as the primary relationship manager for borrowers and referral partners-driving repeat business and long-term sponsor coverage. Lead transactions from initial screen through close: Structure terms and pricing; Collect/organize diligence; Coordinate third parties (appraisal, engineering, environmental, legal, title, insurance); Partner with internal underwriting/credit to advance deals efficiently Prepare and present investment memos and deal recommendations to internal committees; clearly communicate risk, mitigants, and return profile. Monitor market conditions, competitive dynamics, and sponsor activity to inform strategy and pricing discipline. Support portfolio management as needed by maintaining borrower touchpoints and assisting with modifications, extensions, and payoffs. Represent the fund at industry events and actively contribute to brand presence across target markets.