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Client Services Jobs in Roosevelt Island, NY

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Managing Director, Municipal Utility Advisory Practice Baker Tilly Virchow KrauseLLP

San Francisco, CA

$215,950–$409,420 / year

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. The role will work across utility finance, rates and cost of service, strategic planning, capital and infrastructure, organizational performance, workforce, governance, technology, and operational improvement to deliver integrated solutions for municipally operated water, wastewater, stormwater, electric and gas utilities.

18 days ago

Business Development Principal Summitry

Foster City, CA

$100,000–$200,000 / year

Build close ties and credibility with COI referral partners who have relationships with high net worth individuals and families, including but not limited to corporate partners, banks, CPA, estate attorneys, and real estate agents. Effectively represent Summitry’s investment philosophy and financial planning services in meetings with prospective clients, and provide valuable and trustworthy financial planning insights and portfolio-related advice in these exchanges.

4 days ago

Director of FP&A Fuse

San Leandro, California

To conform to U.S. Government technology export regulations, including the International Traffic in Arms Regulations (ITAR), you must be a U.S. citizen, lawful permanent resident of the U.S., protected individual as defined by 8 U.S.C. 1324b(a)(3), or eligible to obtain the required authorizations from the U.S. Department of State. You'll work directly with the CEO across planning, fundraising, capital allocation, government programs, and the decisions that determine where the company puts its resources.

30+ days ago

Sr. Inventory Planner Grocery Outlet Inc

Emeryville, CA

$95,000–$110,000 / year

Primary day-to-day responsibilities include: managing open-to-buy, maintaining stock levels in the warehouse and stores, allocating product to warehouse and stores, managing promotional inventory, warehouse inventory balancing, forecasting and financial planning, and general category/item analysis. Responsibilities Include: Lead team in decision making for all day-to-day activities including: purchasing quantity decisions, distributions and allocations, inbound warehouse appointments, demand forecasting, replenishment, and reporting and analysis.

30+ days ago

Transaction Advisory Experienced Manager, Healthcare Practice - Financial Due Diligence (FDD) BDO USA PC

San Francisco, CA

$130,000–$160,000 / year

The Transaction Advisory Services Experienced Manager will be responsible for managing financial, accounting and operational due diligence engagements for both strategic and financial buyers throughout the United States. Capable of initiating and maintaining solid relationships with all levels of client personnel, as well as utilizing network and industry relationships to identify business development opportunities.

9 days ago

Regional Vice President, Channel (San Francisco Bay Area) Mercer Advisors

San Francisco, California

$127,500–$150,000 / year

Series 65 or Series 66 license required – unless you hold one of the following designations and it qualifies for an exemption to the series 65 in the applicable state(s): Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC). Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*.

30+ days ago

Regional Vice President, Community (San Francisco, CA) Mercer Advisors

San Francisco, California

14 days ago

Chief of Staff - Finance & Ops FieldWireLabs Inc

San Francisco, CA

$145,000–$175,000 / year

You will run the meetings where leadership makes its decisions, build the material that goes into them, own the projects that do not sit naturally with any one team, and make sure that what gets decided actually happens. The core areas of finance and operations each have an owner, and you will work with them as a second owner: contributing where it helps, covering when someone is stretched, and building real depth in how each part works.

27 days ago

Senior Treasury Manager Workday Inc

Pleasanton, CA

$166,700–$250,100 / year

We know that flexibility can take shape in many ways, so rather than a number of required days in-office each week, we simply spend at least half (50%) of our time each quarter in the office or in the field with our customers, prospects, and partners (depending on role). This is a highly visible role for a treasury professional who brings strong analytical skills, sound judgment, and the ability to work across functions to strengthen forecast accuracy and liquidity planning.

16 days ago

Senior Director- Pharmacy Financial, Actuarial and Analytics Consulting Willis Towers Watson PLC

San Francisco, CA

$160,000–$180,000 / year

WTW provides a competitive benefit package which includes the following (eligibility requirements apply): Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program). You will collaborate with a strong team of highly experienced consultants within the pharmacy practice as well as engage in cross-functional activities with other health and benefits colleagues and subject matter experts who together deliver unparalleled value to our clients and the broader pharmacy community.

30+ days ago

Senior Director, Pharmacy Financial, Actuarial and Analytics Consulting Willis Towers Watson PLC

San Francisco, CA

$160,000–$210,000 / year

12 days ago

Strategy& Consulting Manager - Technology Sector PricewaterhouseCoopers LLP

San Francisco, CA

$99,000–$232,000 / year

Preference for at least one of the following fields of study: Accounting, Analytics/Data Science, Business Administration/Management, Computer Science/Information Systems, Economics, Engineering, Finance, Financial Mathematics/Quantitative Finance, Health Administration/Public Health, Mathematics/Statistics, Operations/Supply Chain. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy .

30+ days ago

Senior Director, Strategic Finance - Compute & Storage Infrastructure ATOMS

San Francisco, California

$260,000–$330,000 / year

Our work only matters if it serves others, and we know that meaningful progress depends on the trust of the people we serve and the strength of our team—so we invest in both, creating an environment where you can do your best work and grow. Our systems are designed to understand, predict, and control the real world with precision, turning complex physical operations into something more reliable, more scalable, and more productive.

18 days ago

FP&A Manager, Corporate Nscale

San Francisco, California

The successful candidate will partner with senior functional leaders, contribute to executive and Board reporting, and lead or support high-priority cross-functional projects, including process and systems improvement, investment cases, post-acquisition integration, and other strategic initiatives. Based in the US, the role will work closely with senior stakeholders across multiple locations and with the FP&A leadership team to improve decision-making, financial discipline, planning cycles, and forecast accuracy in a fast-scaling global business.

5 days ago

Sr Manager, FP&A Kaporcenter

Oakland, California

$130,000–$150,000 / year

This is a hands-on role suited to someone who is equally comfortable building a multi-year financial model, presenting budget-versus-actuals to a department head, and preparing board-ready materials on a quarterly cadence. Prepare and analyze budget-versus-actuals reporting for all departments and focus areas; flag variances and work with department leads to understand drivers.

8 days ago

PLANNER Serena & Lily Inc.

Sausalito, CA

$80,000–$90,000 / year

Other responsibilities include analyzing historical product performance and current business trends to support seasonal merchandise/assortment planning and identifying risk and opportunities by category; conducting in-season performance tracking, reporting, and analysis; and managing processes to meet inventory and fulfillment goals. Possesses a clear understanding of financial measurements which could include: sales, gross margin, gross margin return on investment, weeks on hand, weeks of supply, etc. and how to positively impact these metrics.

30+ days ago

Merger And Acquisitions Financial Due Diligence Private Equity Senior Manager Deloitte

San Francisco, CA

$171,600–$338,300 / year

As a Senior Manager in M&A Financial Due Diligence (FDD) on the Deloitte Private Equity M&A Services team, you will be responsible for: Advising on financial, commercial, and technical accounting matters related to transactions, including business combinations, consolidations, share-based compensation, revenue recognition, leases, intangible assets, and financial instruments. As a global leader in providing consulting services to the Private Equity ecosystem, Deloitte works with clients to address a range of critical issues brought on by regulatory changes, competition, globalization, advances in technology including AI, and the changing demands of their customers.

3 days ago

Merger And Acquisitions Financial Due Diligence Senior Manager Eri/Infrastructure Deloitte

San Francisco, CA

$171,600–$338,300 / year

Deloitte's M&A Services is the recognized marketplace leader among large professional services firms in providing merger, acquisition, and divestiture services to corporate strategic buyers and private equity investors And succeeding in today's private equity market takes more than sharp insights-it takes a trusted partner who can translate those insights into clear decisions and measurable action. Our clients include asset, wealth, and investment advisers and administrators from every sector of the industry, including investment managers, broker-dealers, banks, insurance companies, mutual funds, hedge funds, private equity, alternative products, and other money managers.

30+ days ago

Executive Director, Tax Acadia Pharmaceuticals Inc

South San Francisco, CA

$267,000–$333,500 / year

Lead the Company''s global research and development tax credit strategy, including identification, documentation, calculation, and defense of federal, state, and international R&D incentives, while partnering with Finance, R&D, and external advisors to maximize available tax benefits and ensure compliance with applicable regulations. Lead the quarterly and annual tax accounting function including overseeing the preparation of quarterly tax provisions including application of ASC 740-10 (FIN 48), tax-related account reconciliations, return-to-provision, and tax footnote disclosures for 10K/10Q filings.

30+ days ago

Anaplan Manager Deloitte

San Francisco, CA

$134,500–$265,100 / year

Deloitte's Finance Transformation offering helps finance and global business services leaders navigate an increasingly challenging environment marked by disruptive tech like AI, market uncertainty, and regulatory change, and recognize the opportunity to better serve the enterprise, shareholders, customers, and regulators. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs.

30+ days ago

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Client Services Jobs in Roosevelt Island, NY

Managing Director, Municipal Utility Advisory Practice Baker Tilly Virchow KrauseLLP

Business Development Principal Summitry

Director of FP&A Fuse

Sr. Inventory Planner Grocery Outlet Inc

Transaction Advisory Experienced Manager, Healthcare Practice - Financial Due Diligence (FDD) BDO USA PC

Regional Vice President, Channel (San Francisco Bay Area) Mercer Advisors

Regional Vice President, Community (San Francisco, CA) Mercer Advisors

Chief of Staff - Finance & Ops FieldWireLabs Inc

Senior Treasury Manager Workday Inc

Senior Director- Pharmacy Financial, Actuarial and Analytics Consulting Willis Towers Watson PLC

Senior Director, Pharmacy Financial, Actuarial and Analytics Consulting Willis Towers Watson PLC

Strategy& Consulting Manager - Technology Sector PricewaterhouseCoopers LLP

Senior Director, Strategic Finance - Compute & Storage Infrastructure ATOMS

FP&A Manager, Corporate Nscale

Sr Manager, FP&A Kaporcenter

PLANNER Serena & Lily Inc.

Merger And Acquisitions Financial Due Diligence Private Equity Senior Manager Deloitte

Merger And Acquisitions Financial Due Diligence Senior Manager Eri/Infrastructure Deloitte

Executive Director, Tax Acadia Pharmaceuticals Inc

Anaplan Manager Deloitte

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