Treasurer jobs in Santa Clara, CA - 721 jobs

A growing fintech company is seeking a Finance Content & Storytelling Lead. This hybrid role is based in San Francisco, focusing on creating engaging financial content for founders and small business owners. Responsibilities include breaking down complex financial concepts using videos and guides. The ideal candidate should possess strong content creation skills and financial literacy. The role offers a competitive salary ranging from $159,000 to $215,000 with additional benefits. #J-18808-Ljbffr

A leading AI development firm based in San Francisco is seeking a Finance leader to spearhead financial strategy and manage a high-performing finance team. The ideal candidate will possess strong financial analysis skills, project management expertise, and interpersonal capabilities to work with executive leadership. This position offers a compensation range of $235,200 - $294,000 and includes equity and comprehensive benefits. Join us in accelerating AI adoption across industries. #J-18808-Ljbffr

✨TL;DR - Why This Role Matters Scribe is at a pivotal point in its growth, and we're hiring a Director of Finance to help define how the company scales from here. This role will own company-wide planning, forecasting, and play a central role in shaping how we invest, prioritize, and grow as the business doubles in size. You'll partner closely with our GTM teams to translate growth ambitions into clear financial tradeoffs and outcomes. This role is designed for someone who wants real ownership, real judgment, and the opportunity to build the financial operating rhythm for the next phase of a high-growth B2B SaaS company. 📌 About the Role This role sits at the center of how Scribe plans, invests, and scales. As Director of Finance, you'll own much of the company's financial planning and analysis muscle, ensuring the business is making clear, disciplined decisions as we rapidly scale. You'll be responsible for the full lifecycle of planning - from building the annual operating plan and forecasts to ensuring they remain accurate over time. This means holding teams accountable to performance, driving re‑forecasting when reality diverges from plan, and helping leadership understand the tradeoffs behind their choices. Finance is expected to be the arbiter of truth, and this role plays a central part in making sure the organization is operating from a single, trusted financial view. This is a hands‑on, high‑ownership role. You'll work closely with leaders across GTM, Accounting, and Operations to translate strategy into execution, surface risks and opportunities, and force clarity when alignment stalls. While the role does not start with a large team, it carries broad influence, visibility, and responsibility - and offers the opportunity to shape how finance operates as the company scales. In your first 3-12 months at Scribe, you will: Drive the planning process, including the annual operating plan, rolling forecasts, budgets, and long‑range planning, and hold teams accountable when performance diverges from plan Lead the development and maintenance of financial models to support strategic decision‑making, ensuring alignment with the company's growth objectives Identify and apply opportunities for AI and automation across finance to improve forecasting accuracy, decision speed, and how insights are delivered to the business Collaborate with cross‑functional teams to translate financial insight into action by surfacing tradeoffs, recommending paths forward, and pushing decisions to be made when ambiguity or misalignment persists Partner closely with Sales, Marketing, and RevOps on revenue forecasting, capacity planning, and unit economics to ensure GTM plans are grounded in financial reality Enhance existing financial processes and systems to streamline operations and improve data accuracy, fostering a culture of accountability and performance; implementing planning tools, systems, and processes as scale demands Success in this role looks like better decisions across the company: clearer plans, fewer surprises, stronger alignment, and leadership confident in where and how to invest. 🌎 Location Hybrid (2-3 days a week) out of our San Francisco HQ. 🧩 What Makes You a Great Fit This role is best suited for someone who thrives in ambiguity, takes ownership seriously, and uses financial insight to drive real business outcomes. You don't just analyze what's happening - you push the business toward what should happen next. You'll be a great fit if: You have 10+ years of progressive finance experience with a background in FP&A, corporate finance, investment banking, consulting, and/or PE You've owned financial planning at a high‑growth company and are comfortable being accountable for keeping plans accurate as the business evolves You're comfortable taking a point of view in ambiguity - synthesizing messy inputs, setting assumptions, and driving alignment You consistently push beyond reporting to answer the “so what” and influence how the business prioritizes and invests You're deeply hands‑on and builder‑minded, comfortable building models, processes, and structure from scratch You partner effectively with GTM leaders, understanding how sales, marketing, and revenue dynamics translate into financial outcomes You operate with ownership and bias to action, leading cross‑functional initiatives and communicating complex ideas clearly Experience building and leading teams in fast‑paced startup environments If you're reading this thinking, “that's exactly how I operate,” we'd love to meet you. 🚫 This Role Is Not for You If This role isn't for everyone, and that's intentional. It will be a great fit for the right person - and frustrating for the wrong one. This role may not be for you if: You prefer to focus on reporting and analysis rather than owning outcomes and driving decisions You're most comfortable staying within a clearly defined “lane” and don't enjoy stepping across functional “lines” You're most comfortable operating with a clear playbook and well‑defined processes - much of this role involves building structure where it doesn't yet exist You like to provide input but are uncomfortable pushing for clarity or forcing decisions when alignment stalls You're looking for a role with a large team or formal people management from day one; this is a hands‑on, player‑coach role to start You're uncomfortable with priorities shifting as the business grows and new information emerges 👋 About us Scribe is where exceptional people come to do the best work of their careers. More than 94% of the Fortune 500 use Scribe to document and scale how work gets done. Our Workflow AI platform automatically captures and optimizes workflows so teams work smarter, faster, and more consistently. We're growing fast - since our founding in 2019, we've grown to over 5 million users across 600,000 businesses. Based in San Francisco, we've been named a LinkedIn Top Startup, are valued at over $1 billion, and are backed by leading investors. Join us in our mission to uplevel how people do work. 🛠️ How we work We are builders aspiring to master our crafts. We care deeply about our teammates and want to win, together. We fully embrace the following values: Accelerate impact Raise the bar Make our users heroes Clear is kind Rapid learning machine One team one dream 💰 Compensation We use trusted market data and a tiered location system to ensure competitive, equitable pay. The range below reflects this; your specific offer will depend on experience, pay parity, and location. The starting salary range for this role is $220,000 - 260,000 base + equity. 🎁 Full‑Time US Employee Benefits Include Incredible teammates: Work alongside some of the nicest and smartest people you'll ever meet. Ownership mindset: We're all owners here, literally. Employees receive equity in Scribe, sharing in the company's long‑term success. Comprehensive coverage: We offer health, dental, and vision insurance for you and your dependents. Time to recharge: Flexible paid time off, plus company holidays to rest and reset. Retirement planning: Employees can contribute to a 401(k) plan to help plan for their future. Support for growing families. Paid parental leave to help you care for and bond with your growing family. Lunch, on us: SF‑based employees receive daily catered lunches at our office. Easy commutes: Commuter benefits for our office‑based team, make getting to and from HQ simpler. Level up your home office: Remote? Hybrid? Wherever you work, we'll support your setup with a home office stipend. At Scribe, we celebrate our differences and are committed to creating a workplace where all employees feel supported and empowered to do their best work. We believe this benefits not only our employees but our product, customers, and community as well. Scribe is proud to be an Equal Opportunity and Aff… Employer. #J-18808-Ljbffr

Search & analyze customer feedback 6x faster. Productboard Spark - the AI for PMs. We're looking for a seasoned and forward‑thinking finance leader to play a pivotal role in shaping the company's future amid an exciting era of AI‑driven innovation that's creating powerful opportunities for our business. As our Head of Strategic Finance, you'll work closely with the CFO and executive team to translate strategy into execution, building robust financial plans, driving insights, and guiding decisions that accelerate growth and long‑term value creation. This is a high‑impact, highly visible role for someone who thrives at the intersection of strategy, analytics, and execution. You'll bring structure to ambiguity, scale our planning processes, and be a trusted advisor to leaders across Product, GTM, and Operations. If you're energized by complex business challenges, love building scalable systems, and want to have a direct impact on the trajectory of a global organization, we'd love to meet you. What You'll Do Lead strategic planning and forecasting - Oversee annual, quarterly, and long‑range planning cycles to align company goals, resource allocation, and strategic priorities. Build strategic frameworks and scenario models - Develop forward‑looking models that quantify strategic options and inform executive decision‑making. Drive performance visibility - Build dashboards and reporting frameworks that highlight performance trends, risks, and opportunities for improvement. Shape strategic decision‑making - Deliver actionable insights that guide prioritization, resource allocation, and GTM execution. Tell the financial story - Translate complex financial data into clear, compelling narratives for executives, the board, and investors. Support board and investor communications - Partner with the CFO to prepare board materials, investor updates, and long‑term financial narratives that align strategy and performance. Enhance financial systems and processes - Partner with Accounting, IT, and Data to scale financial planning infrastructure and improve forecast accuracy. Lead high‑impact strategic initiatives - Collaborate cross‑functionally on projects such as pricing, monetization, M&A evaluation, and AI enablement. Build and lead a high‑impact team - Recruit, develop, and support Strategic Finance professionals in a culture that values curiosity, accountability, and collaboration. What You Bring 10+ years of experience in investment banking, private equity, consulting, or strategic finance - ideally with exposure to high‑growth SaaS or technology companies. 4+ years in corporate FP&A or Strategic Finance with direct business partnership experience. Proven ability to lead strategic planning, forecasting, and financial analysis across complex, multi‑product, or multi‑region organizations. Exceptional analytical and financial modeling skills - you can turn data into insight and insight into action. Outstanding communication skills, with the ability to influence senior executives and simplify complex topics. Deep understanding of SaaS unit economics (ARR, CAC, CLTV, churn, payback, gross margin, etc.) and drivers of enterprise value. Strong balance of strategic vision and hands‑on execution - comfortable driving longer‑term direction while staying deeply engaged in the details that matter. A proactive, high‑ownership mindset and bias for action. Bachelor's degree required; MBA or equivalent advanced degree preferred. Experience with Oracle NetSuite, Looker, SQL, or modern planning tools is a plus. Must be legally authorized to work in the U.S. You can look forward to the following benefits: 🏝 Flexible PTO and 9 paid sick days 💛 1 Volunteer Day per year for you to help causes close to your heart 🍀 Mental Wellness Program to support your well‑being and self‑care 🏋 Company stipend towards gym and wellness membership ❤️ Company sponsored best‑in‑class health benefits The expected base pay range for this position in the San Francisco area is $155,200 - $263,000. In addition to the base pay, this role is eligible for variable compensation, competitive equity awards, and benefits. Productboard's pay ranges are determined by role, level, and location. Within the range, the successful candidate's starting base pay will be determined based on factors including job‑related skills, experience, qualifications, relevant education or training, and market conditions. These ranges may be modified in the future. About Productboard At Productboard, we're on a mission to help product teams build exceptional products with clarity and confidence. As the leading intelligent product management platform, we empower over 4,000 companies, including Salesforce, SAP, Autodesk, and Kroger, to understand what customers need, prioritize what to build next, and align everyone around a shared roadmap. Headquartered in San Francisco with offices in Prague and Brno, Czechia, we're backed by some of the world's most respected investors, including Index Ventures, Kleiner Perkins, Sequoia Capital, Bessemer Venture Partners, Tiger Global, and Dragoneer. We're proud to be consistently recognized as one of the best places to work by BuiltIn and Comparably, and to count ourselves among the world's leading unicorn companies. Well‑funded and financially disciplined, we have the stability and runway to build boldly for the long term. Over the past few years, we've rearchitected our platform from the ground up to serve enterprise scale and set the foundation for the next era of product management. Now we're entering an exciting new phase with Productboard Spark, our AI‑first, agentic experience that transforms how product teams work. Spark is a true collaborator that deeply understands your product context, company strategy, and customer needs, helping teams move faster and make smarter, more confident decisions. Join us as we build the future of product management. About our culture Imagine working in a place where everything matters - most importantly, you. At Productboard, values aren't just something we like to talk about, they're something we live and breathe. We believe in creating a work environment where: People feel empowered, supported, and included. Trust and transparency are built into the way we work. Creativity, curiosity, and continuous improvement are encouraged and nurtured every day. Forming our company values was a group effort, with every employee allowed to contribute. From profit‑sharing initiatives, like stock options, to open calendars and communication, we don't waste time on politics or ego. We champion openness by sharing our goals, successes, and failures. Join colleagues who are passionate about what they do. Team members who are invested in their work environment, and the future of Productboard. Help shape our company, culture, and product! We are an equal opportunity employer and champion equity. We aim to help people from all backgrounds, cultures, and groups realize their full potential at Productboard. We do not tolerate any discrimination or harassment based on gender identity, race, color, religion, age, sexual orientation, non‑disqualifying physical or mental disability, national origin, veteran status, or any other bias covered by appropriate law. All aspects of employment, including hiring, training, promotion, and terminations, are based on merit, competence, performance, and business needs. We are committed to an inclusive hiring process and provide all candidates with equal opportunity to demonstrate their abilities. Togetherness is one of our core values, and our Diversity Council helps to ensure that we uphold the values of authenticity, humanity, and diversity to create an environment where every person matters. We are committed to leading by example to drive societal change. Not seeing the application form? Apply using this link instead. Join thousands of Product Makers who already enjoy our newsletter #J-18808-Ljbffr

Infrastructure The once in a century transition to autonomous and electric vehicles is underway and will require a multi-trillion-dollar investment in energy and charging infrastructure, and the real estate to site it on. Terawatt is the leader in delivering large scale, turnkey charging solutions for companies rapidly deploying AV and EV fleets. Whether it's an urban mobility hub, or a carefully located multi-fleet hub for semi-trucks, Terawatt brings the talent, capabilities, and capital to create reliable, cost-effective solutions for customers on the leading edge of the transition to the next generation of transport. With a growing portfolio of sites across the US in urban hubs and along key logistics and transportation corridors and logistics hubs, Terawatt is building the permanent transportation and logistics infrastructure of tomorrow through a robust combination of capital, real estate, development, and site operations solutions. The company develops, finances, owns, and operates charging solutions that take the cost and complexity out of electrifying fleets. At Terawatt, we execute humbly and with urgency to provide tailored solutions for fleets that delight our clients and support the transition of transportation. Role Overview Terawatt Infrastructure is seeking a highly skilled and strategic Director of Financial Planning & Analysis (FP&A) to join our growing finance team. This role will be pivotal in driving financial performance, providing strategic insights, and managing the company's budgeting, forecasting, and long‑range planning processes. The Director of FP&A will work closely with executive leadership and department heads to optimize capital allocation, assess new business opportunities, and ensure financial rigor across all operations. This is a critical leadership role for a hands‑on, analytical, and commercially minded individual who thrives in a fast‑paced, complex, and high‑growth environment, ideally with experience in infrastructure, energy, or real estate development. Financial Planning & Analysis Lead the annual budgeting process, quarterly forecasting, and long‑range strategic financial planning (LRP). Develop and maintain complex financial models to support critical business decisions, including capital expenditure planning, project financing, and operational efficiency analysis. Provide strategic financial analysis and guidance to executive leadership on business performance, market trends, and potential risks and opportunities. Manage the company's financial metrics (KPIs) and reporting, providing detailed variance analysis (actual vs. budget/forecast). Process Improvement & Leadership Drive continuous improvement of FP&A processes, systems, and tools to enhance efficiency, accuracy, and scalability (e.g., implementation or optimization of ERP/planning software). Lead, mentor, and develop a high‑performing FP&A team, fostering a culture of rigorous analysis, collaboration, and continuous learning. Ensure alignment between financial plans and operational goals. Required Qualifications Bachelor's degree in finance, accounting, economics, or a related quantitative field. Minimum of 8‑10 years of progressive experience in FP&A, investment banking, private equity, or corporate finance, with at least 3‑5 years in a leadership or managerial capacity. Proven experience in a high‑growth company, or one focused on complex capital‑intensive projects (e.g., infrastructure, energy, utilities, real estate development). Expert‑level proficiency in financial modeling, including the ability to build sophisticated, integrated three‑statement financial models from scratch. Exceptional analytical skills and the ability to translate complex financial data into clear, actionable insights for non‑financial stakeholders. Strong communication and presentation skills, with experience presenting to C‑level executives and/or boards of directors. Preferred Qualifications Experience with project finance or evaluating infrastructure assets (e.g., NPV, IRR calculations, debt structuring impacts). Experience implementing or managing modern FP&A software tools (e.g., Adaptive Planning, Anaplan, etc.). Knowledge of the EV, charging infrastructure, or real estate development sectors. $200,000 - $250,000 a year Compensation for this role is determined by several factors, including the cost of labor in specific geographic markets, and these ranges are intended to provide a helpful reference. The actual compensation offer will be based on the candidate's location, skills, level of expertise and experience, and internal equity considerations. In addition to base salary, we offer a comprehensive benefits package and, where applicable, performance‑based incentives. We are building a team that represents a variety of backgrounds, perspectives, and skills. At Terawatt, we continuously strive to foster inclusion, humility, energizing relationships, and belonging, and welcome new ideas. We're growing and want you to grow with us. We encourage people from all backgrounds to apply. If a reasonable accommodation is required to fully participate in the job application or interview process, or to perform the essential functions of the position, please contact *********************************. Terawatt Infrastructure is an equal‑opportunity employer. #J-18808-Ljbffr

A dynamic startup in San Francisco is seeking a Head of Strategic Finance to shape financial strategy and support operational decision-making. This hybrid role involves building financial models, collaborating with leadership on capital strategy, and managing investor relations. The ideal candidate will have 7-12 years of finance experience and a strong analytical background, contributing to the company's growth and success. #J-18808-Ljbffr

A rapidly growing tech startup is seeking a Head of Finance to establish and scale financial operations amidst rapid growth. This role requires extensive experience in finance at earlier-stage startups, with a focus on building financial teams and processes. The ideal candidate will work closely with founders, guide strategic decisions, and ensure financial insights are integral to growth. This position is based in San Francisco, CA, and offers excellent benefits including unlimited PTO and health insurance. #J-18808-Ljbffr

INSCAPERS is a London-founded digital marketing powerhouse now expanding into the United States. With a rapidly growing global presence, we partner with high-growth startups, enterprises, and legacy brands to deliver results-driven digital strategies. As we enter the U.S. market through our San Francisco office, we are building a finance function from the ground up-one that reflects global standards, ensures financial integrity, and scales alongside our ambitions. Job Summary: We are looking for a Finance Lead who operates at the level of a CFO. This role is not just about managing numbers-it's about building a robust financial infrastructure for a global company, leading strategic decision-making, and ensuring airtight compliance in one of the world's most regulated markets. You'll be responsible for designing and implementing financial systems, managing risk, and driving profitability, while serving as the financial backbone of our U.S. expansion. Responsibilities: Design and execute a full financial strategy for the U.S. entity-including cash flow planning, working capital management, forecasting, and budgeting aligned to business goals. Build and manage all internal finance operations: cost structures, revenue recognition, capital expenditure tracking, and ROI models. Establish and enforce rigorous financial controls, audit protocols, and governance standards in accordance with U.S. GAAP, IRS regulations, and state-specific tax laws. Oversee all regulatory filings, federal and state tax compliance, and coordination with legal and compliance advisors. Lead the selection and implementation of enterprise-grade financial software (e.g., NetSuite, Oracle, or QuickBooks Advanced) and internal reporting frameworks. Collaborate directly with leadership to analyze P&L performance, forecast earnings, support pricing strategy, and steer capital allocation. Handle cross-border finance coordination, including transfer pricing policy, intercompany accounting, and multi-currency consolidation with the UK head office. Serve as the lead liaison for external auditors, banks, investors, and M&A due diligence partners. Deliver real-time financial dashboards, monthly board-ready financial packages, and executive-level insights. Advise on company structuring, funding options, tax optimization strategies, and long-term fiscal sustainability. Qualifications and Experience: 10+ years of progressive finance experience, with 5+ years in a senior leadership capacity at a multinational company, digital agency, or high-growth professional services firm. CPA (Certified Public Accountant) required. MBA in Finance, CFA designation, or Big Four background is strongly preferred. Demonstrated experience establishing finance operations in the U.S. for a foreign entity or startup entering a regulated market. Deep expertise in U.S. GAAP, ASC 606 revenue recognition, Sarbanes-Oxley principles, and compliance with multi-state tax and labor regulations. Proven success in building financial teams, implementing enterprise accounting systems, and optimizing cash burn and unit economics. Advanced skills in financial modeling, scenario planning, and KPI analysis with Excel, Power BI, or Tableau. Experience managing international banking, currency risk exposure, and intercompany reconciliation. Exceptional stakeholder management skills, with experience advising executive leadership and boards. Strong business acumen, risk management capabilities, and a track record of supporting strategic growth and fundraising initiatives. Must be based in or willing to relocate to San Francisco. U.S. work authorization is required. Application Process: If you're a finance leader who thrives in complexity, builds systems that scale, and brings rigor to every line item, we want to hear from you. Apply by filling out the form on the right. Submit a detailed resume and a cover letter outlining your experience establishing financial operations, leading compliance in the U.S., and supporting high-growth business environments. Finalists will be invited to complete a financial strategy case study and panel interview with our executive team. At INSCAPERS, we don't just build brands-we build companies. Join us and help lead the financial foundation of our next global chapter. #J-18808-Ljbffr

Perplexity is looking for a dynamic and analytical individual to join our Strategic Finance team to help own our core financial models and analysis, develop planning processes, and be the go-to expert on all things related to our financial and operational projections. About the Opportunity: This role will have a variety of responsibilities but we're seeking a sharp, creative individual to join our Strategic Finance team to own the core financial responsibilities. You'll work closely with the business, finance, product, and engineering teams to help ensure our corporate financial models accurately reflect the state of the business and goals. The ideal candidate combines strong financial rigor with intellectual curiosity about AI technology, bias for action, and creativity in problem solving. Responsibilities: Develop and own core financial models used for strategic planning and decision-making, including aggregating projections and feedback across all major teams in the organization Develop and maintain analysis and projections related to various aspects of the business, ranging from headcount planning, growth, infrastructure costs, and more Lead various special projects required by C‑suite and VPs related to corporate finance and accounting Help develop and build scalable processes and well‑defined metrics that are used by leadership and key teams to determine the state of the business Independently identify areas within the organization that need analytical support and use analysis to drive clarity in critical decision‑making What you'll bring: At least 2+ years of direct investing experience (private equity, hedge fund, VC) or strategic finance / FP&A role at another growth‑stage startup At least 2 years of banking or financial planning at top‑tier firm Experience in building financial analysis and planning to drive strategic decisions Strong financial acumen and ability to work cross‑functionally across various engineering, product, growth, and operations teams Ability to take ownership and execute on ambiguous tasks with first principles mindset Comfortable working in a fast‑paced, dynamic environment #J-18808-Ljbffr

A high-growth tech company in San Francisco is seeking a finance professional to join its Strategic Finance team. In this role, you'll manage product-line P&Ls and support key business decisions through in-depth analysis and forecasting. Ideal candidates will have 2-5 years of experience in investment banking or consulting, with strong analytical skills and the ability to communicate effectively across teams. This opportunity offers a chance to build systems in a fast-paced environment, significantly influencing product and business strategies. #J-18808-Ljbffr

A technology-driven insurance brokerage is looking for a Director of Finance in San Francisco, California. You will lead financial strategy and oversight, collaborate with executives, and enhance financial models. The ideal candidate has 8-10 years of strategic finance experience and skills in financial modeling and communication. The compensation package is competitive, with a salary range of $200,000 - $240,000 annually, along with comprehensive benefits and equity options. #J-18808-Ljbffr

A leading financial organization in San Francisco is seeking a professional to manage and direct budget and organizational resources. The role involves overseeing financial and resource analyst staff, ensuring adherence to approved budgets, and meeting organizational goals. Candidates should have experience in budget management and strong leadership skills. The salary range for this position is $110,400 to $235,400 annually, depending on experience and internal equity. #J-18808-Ljbffr

A growing tech company in Santa Clara is looking for a dynamic Director of Finance with 10-15 years of experience, particularly in high-tech start-ups. This leadership role involves overseeing financial operations, including strategy development, compliance, and mentoring a finance team. The ideal candidate should possess a strong background in accounting and financial planning, demonstrating leadership and operational excellence. This position offers a competitive salary, opportunities for growth, and the chance to make a substantial impact on company strategy and success. #J-18808-Ljbffr

Our approach is to design simple, elegant software that automates the AP process so Finance teams can improve cash flow in real time, sending money directly to the bottom line. We are bringing joy back to finance professionals allowing them to shed repetitive tasks and focus on more strategic work to stay ahead of the curve. It's time Finance had modern tech dedicated to their workflow. We're just getting started! As a distributed team, we are committed to building an exceptional culture and product. We are backed by leading SV investors including Riot Ventures, RRE, Naval Ravikant, Hack Fund, and others. As the Director of Finance, you will be the cornerstone of our company's success, driving innovation, shaping strategy, and ensuring sustainable growth. Reporting directly to the CEO, you'll partner closely with senior leaders to lead the charge on transforming financial insights into impactful decisions. Responsibilities Partner with Sales, Marketing, and Customer Success teams to analyze performance and identify areas for improvement. Will also negotiate deals, model value for customers, help identify and close new partners. Analyze sales pipeline data to identify opportunities for improvement and forecast future revenue. Develop and implement comprehensive financial plans, budgets, and forecasts. Conduct in-depth financial analysis to identify trends, opportunities, and risks. Optimize cash flow and working capital management. Elevate our reporting processes to provide clear, actionable insights to stakeholders. Implement systems and tools that make our financial operations scalable and future-ready. Prepare detailed financial reports and presentations for executive leadership and the board of directors. Support fundraising activities, including investor presentations and due diligence. Maintain strong relationships with investors and provide regular updates on financial performance. Qualifications Bachelor's degree in Finance, Business, Economics, Statistics, or a related field. 4+ years of experience in finance, startups, or investment banking roles. Proven track record of success. Strong analytical and problem-solving skills. Excellent communication and presentation skills. Experience with financial modeling, forecasting, and budgeting. Ability to thrive in a fast-paced, dynamic environment. Apply now Open Envoy is committed to equal employment opportunity and does not discriminate in any employment opportunities or practices based on an individual's race, color, creed, gender (including gender identity and gender expression), religion (all aspects of religious beliefs, observance or practice, including religious dress or grooming practices), marital status, registered domestic partner status, age, national origin or ancestry (including language use restrictions and possession of a driver's license issued under California Vehicle Code section 12801.9), natural hair, physical or mental disability, political affiliation, medical condition (including cancer or a record or history of cancer, and genetic characteristics), sex (including pregnancy, childbirth, breastfeeding or related medical condition), genetic information, sexual orientation, military and veteran status or any other consideration made unlawful by federal, state, or local laws. It also prohibits unlawful discrimination based on the perception that anyone has any of those characteristics, or is associated with a person who has or is perceived as having any of those characteristics. Open Envoy participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. #J-18808-Ljbffr

At Flux, we're committed to securing every person's immediate and long-term financial goals, including our own. We're searching for a qualified Director, Project Finance to join us to lead our Project Finance Team. The ideal candidate shares our commitment to carefully guided decision-making for tax-equity and debt raises at the Project Level. As a leader of the finance team, the Director will work with like-minded professionals and continually focus on sharpening their knowledge and skills so that we remain the leader in V2G. LOCATION San Francisco or remote EMPLOYMENT TYPE Permanent What You'll Do Coordinating the strategy and executing the plan to raise warehouse debt, term debt, tax equity and/or loan funding capital to support growth Interface with debt and equity investors in the V2G space - source, negotiate and close tax equity and loan commitments Lead finance transactions, negotiations, due diligence, and modeling Work with existing capital providers to effectively structure the capitalization of V2G assets Develop and maintain successful relationships with financing parties, including tax equity investors, lenders, project investors and others Lead or assist on evaluating M&A opportunities and Closing/Negotiating Purchase and Sale Opportunities Lead detailed financial analysis of various financing options and drive selection and execution of preferred approach, with strong focus on timing, budget, and ability to find solutions Manage corporate finance compliance requirements including budgets, cash flow forecasts and other quarterly reporting requirements Play a key team role, collaborate with strategic investors, and present associated materials Be a manager for more junior finance people and lead by example, both in knowledge and work ethic Responsibilities Coordinating the strategy and executing the plan to raise warehouse debt, term debt, tax equity and/or loan funding capital to support growth in the utility scale business. Interface with debt and equity investors in the solar space - source, negotiate and close tax equity and loan commitments. Lead finance transactions, negotiations, due diligence, and modeling. Work with existing capital providers to effectively structure the capitalization of solar assets. Develop and maintain successful relationships with financing parties, including tax equity investors, lenders, project investors and others. Interested in joining? Feel free to apply and we'll reach out if we feel you are a good fit. #J-18808-Ljbffr

A dynamic technology firm is seeking a Director of Sales Finance to partner closely with the Chief Revenue Officer. This high-impact role involves driving financial planning, management, and strategic insights to enhance sales performance. The ideal candidate will possess a Bachelor's degree in Finance and significant experience in finance, especially related to sales compensation plans. The position offers a competitive salary range, hybrid work options, and comprehensive benefits. #J-18808-Ljbffr

Voleon is a technology company that applies state-of-the-art machine-learning techniques to real-world problems in finance. For more than a decade, we have led our industry and worked at the frontier of applying machine learning to investment management. We have become a multibillion-dollar asset manager, and we have ambitious goals for the future. Your colleagues will include internationally recognized experts in machine learning research as well as highly experienced finance and technology professionals. You will be working with strategies that are at the forefront of machine learning and statistical trading. The strategies have been carefully designed to generate non-correlated returns. Our firm and its strategies are the product of many years of meticulous research and craftsmanship, and you will lead the way in bringing them to investors. In addition to our enriching and collegial working environment, we offer highly competitive compensation and benefits packages, technology talks by our experts, a beautiful modern office, daily catered lunches, and more. We're looking for a Director of Strategic Finance to bolster our growing FP&A team. You will own Voleon's budgeting and forecasting as well as lead efforts focused on evaluation and execution of new business initiatives, including new ventures beyond traditional fund management. This is a highly strategic finance position requiring sharp business judgment, a deep financial modeling toolkit, and the ability to be a trusted thought partner in enterprise-level decisions. You will report to the CFO and work cross-functionally with strategy, operations, and executive leadership. Responsibilities Own company-wide forecasting, budgeting processes and deliverables Partner with senior leadership to evaluate and operationalize new business initiatives Prepare executive level materials summarizing business proposals, economics, and go-forward plans Coordinate accounting, reporting and compliance operational workflows related to growth initiatives, ensuring timely and accurate reporting and compliance Provide analytical and financial insights for both exploratory and executional phases of growth initiatives Support firm-wide strategic planning, scenario modeling, and capital allocation analyses Lead cross-functional initiatives to improve operating efficiencies including Management Company Finance, Fund Finance and other functional groups Requirements 10+ years of experience in strategic finance, corporate development, investment banking, or FP&A in fast growing technology or services companies with complex operations Excellent communication and stakeholder management skills, including with legal, compliance, and executive leadership Strong financial modeling and forecasting capabilities Demonstrated ability to independently drive complex, cross-functional initiatives Proven knowledge of accounting and financial reporting on a GAAP and cash basis Strategic thinker with a commercial mindset and a high level of business judgment Bachelor's degree in Finance, Economics, or related field; MBA or other advanced degree a plus The base salary range for this position is $160,000 to $190,000 in the location(s) of this posting. Individual salaries are determined through a variety of factors, including, but not limited to, education, experience, knowledge, skills, and geography. Base salary does not include other forms of total compensation such as bonus compensation and other benefits. Our benefits package includes medical, dental and vision coverage, life and AD&D insurance, 20 days of paid time off, 9 sick days, and a 401(k) plan with a company match. If you have a great candidate in mind for this role and would like to have the potential to earn $15,000 if your referred candidate is successfully hired and employed by The Voleon Group, please visit our website for more information on the Voleon Referral Bonus Program. The Voleon Group is an Equal Opportunity employer. Applicants are considered without regard to race, color, religion, creed, national origin, age, sex, gender, marital status, sexual orientation and identity, genetic information, veteran status, citizenship, or any other factors prohibited by local, state, or federal law. #J-18808-Ljbffr

A leading professional services firm in San Francisco seeks an experienced financial due diligence professional. The role involves performing detailed financial analyses for clients acquiring and divesting businesses, preparing information for management meetings, and interacting with various functional teams. Candidates should have a bachelor's degree in accounting or finance and a minimum of 5 years in audit or transaction advisory practices. Strong verbal and written communication skills are essential for success in this position. #J-18808-Ljbffr

A leading electrical contractor in California is seeking a Director of FP&A to lead budgeting and financial modeling efforts. The ideal candidate will have over 15 years of experience in Finance/FP&A, with the ability to influence senior leadership and drive strategic financial initiatives. This position offers a competitive salary package and extensive benefits including stock ownership and performance-based bonuses. #J-18808-Ljbffr