Intern, Financial Planning - Walnut Creek, CA MarinerIntern, Financial Planning - Walnut Creek, CAWalnut Creek, CaliforniaThe Intern, Financial Planning will assist our staff members in servicing high net worth and ultra high net worth clients through holistic financial planning and client relationship support. While performing job functions the employee is regularly required to sit, stand, write, review and type reports, compile data, operate a pc, communicate, listen, and assess information.
NewInvestment Banking Advisor - Fully Remote MercorInvestment Banking Advisor - Fully RemoteSan Francisco, CaliforniaRemote$100–$150 / hourFor details about the interview process and platform information, please check: https://talent.docs.mercor.com/welcome. Specialization in a core finance discipline such as corporate finance, investment banking, or quantitative finance.
Trade Finance Advisor First Citizens BankTrade Finance AdvisorSanta Clara, California$120,000–$140,000 / yearFull timeReports directly to the Director, Trade Finance; possesses letter of credit and documentary collection expertise; performs client facing and consulting roles; develop and maintain transaction client relationships; provide advisory services to clients in the structuring and development of documentary requirements; identify and mitigate all associated and related risks; resolve problem issues and provide solutions; assist clients in the proper preparation of documents for settlement submission; examine and negotiate documents for compliance to letter of credit terms and conditions; facilitate the forwarding of documents to foreign banks for furtherance of the payment collection process; offer and facilitate financing by employing bills discounting and bills purchasing product methodologies; settle and pay letter of credit and documentary credit bills; identify, assess, monitor screening, investigate, escalate and make disposition about compliance matters in relation to OFAC Sanctions, BSA/AML Transaction Monitoring, BIS Anti-Boycott Regulations; establish, manage and maintain partner bank relationships; provide client and regulatory reporting and data; educate, guide and collaborate with internal and external stakeholders on trade finance products; and develop and maintain visibility in the trade finance industry. This includes the review of the amendments received from the other domestic/foreign issuing banks; interpret the requested changes; make certain the terms and conditions are executed correctly; and communicate the revisions to the client and work with them to ensure favorable terms are obtained.
Sustainability data advisor WatershedSustainability data advisorSan Francisco, CaliforniaYou'll work directly with customers as a trusted advisor, leading measurement sessions and delivering advisory services that unlock the full value of our platform — enabling our customers to gain clear, reliable insights into their sustainability impact and achieve their sustainability goals. Deliver services that accelerate customer success, helping customers set up their measurements to meet sustainability goals, serving as a trusted partner in emissions verifications, and providing specialized advisory to optimize their data and methodologies.
HVAC Comfort Advisor In Home Sales San Jose, CA American Residential Services LLCHVAC Comfort Advisor In Home Sales San Jose, CASanta Clara, CA$100,000–$250,000 / yearJoin American Residential Services (ARS), the nation's largest provider of residential HVAC, plumbing, and electrical services, with over 7,000 team members and more than 45 years of experience delivering trusted home comfort solutions to customers across the country. Experience in the skilled trades business model is preferred; HVAC, Plumbing, Pest Control, Lawn Care, Roofing, Air Conditioning, Siding, Windows, Solar, Counter Tops, Kitchen & Baths, Security, etc.
Senior Financial Analyst, FP&A Socure IncSenior Financial Analyst, FP&ASan Francisco, CASystems & Implementation: Support the eventual transition and migration of financial models from Excel to an FP&A software platform, assisting with data architecture, mapping, and implementation to drive long-term scalability. Strategic Partnership: Act as a strategic advisor to the business by providing ad-hoc data-driven analysis and actionable plans.
Staff Financial Analyst, Global Business Solutions Group Intuit IncStaff Financial Analyst, Global Business Solutions GroupMountain View, CA$154,000–$208,500 / yearStrategic planning: Be a trusted advisor to the QuickBooks Product organization's leadership team to develop and refine our 1- and 3-year strategic plans, proactively highlighting headcount and expense risks and opportunities related to business growth and drive optimal investment decisions through data-driven insights and business modeling expertise. The Global Business Solutions Group ("GBSG") is Intuit's largest business unit with $11B+ in revenue, serving 8M+ customers with the QuickBooks line of products including accounting, payments, payroll, capital lending and banking.
Licensed Financial Representative AmplifyLicensed Financial RepresentativeSan Francisco, CARemote$50,000–$200,000This role is ideal for highly motivated sales professionals who thrive in a performance-driven environment, enjoy helping clients achieve their financial goals, and are excited about combining technology, finance, and relationship-based selling. Amplify provides a pipeline of qualified inbound opportunities, allowing you to focus on what you do best: educating clients, building relationships, and helping customers make informed financial decisions.
Chief Financial Officer Subsense IncChief Financial OfficerPalo Alto, CA$50–$150 / hourProven experience in top-tier financial institutions (investment banking, hedge funds, private equity, or asset management) with a track record in high-stakes financial analysis, transactions, or capital markets work. You will be the financial and strategic counterpart to the CEO: shaping the fundraising architecture, driving investor engagement end-to-end, and translating complex science and milestones into a compelling, defensible investment narrative.
Senior Director, Financial Risk AirwallexSenior Director, Financial RiskSan Francisco, CaliforniaYou have 12 to 15+ years of experience in financial risk management within banks, fintechs, payments companies, digital banks, non-bank lenders, or similarly regulated financial institutions, including 5 to 7+ years in a senior leadership role with global or multi-jurisdictional scope. Powered by our unique combination of proprietary infrastructure and software, we empower over 200,000 businesses worldwide – including Brex, Rippling, Navan, Qantas, SHEIN and many more – with fully integrated solutions to manage everything from business accounts, payments, spend management and treasury, to embedded finance at a global scale.
Sr. Banking Advisor Northern TrustSr. Banking AdvisorSan Francisco, CA$158,010–$268,640 / yearNorthern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. Manages complex wealth management banking credit and treasury management client relationships and identifies opportunities external to banking in the areas of investment and fiduciary.
Assurance Senior Associate - Financial Services EisnerAmperAssurance Senior Associate - Financial ServicesSan Francisco, CAOur clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. By operating on the core tenets of profound trust, professional integrity, and consistent results, we strive to create lasting partnerships with our clients based on solutions rather than simply identifying issues in their financial statements.
Assurance Manager - Financial Services EisnerAmperAssurance Manager - Financial ServicesSan Francisco, CAOur clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. By operating on the core tenets of profound trust, professional integrity, and consistent results, we strive to create lasting partnerships with our clients based on solutions rather than simply identifying issues in their financial statements.
Subject Matter Expert - Financial Crime Compliance Moody's CorpSubject Matter Expert - Financial Crime ComplianceSan Francisco, CA$198,300–$287,550 / yearBy joining this team, you will help shape market strategy, influence product innovation, support client success, and contribute to the adoption of emerging technologies that enhance business outcomes across the financial services industry. Serve as a trusted industry expert driving client engagement, market strategy, and product innovation across financial crime compliance and third-party risk management solutions.
Executive Assistant to CFO PrologisExecutive Assistant to CFOSan Francisco, CaliforniaServe as a polished and professional liaison between the CFO and key internal and external stakeholders, including executive leadership, Board members, investors, auditors, banking partners, external advisors, Finance leaders, and cross-functional business partners. Support the operating rhythm of the CFO’s office by planning andfacilitatingFinance and leadership meetings, coordinatinglogistics, preparing materials, capturing key discussion points, tracking decisions, and driving follow-up on action items to ensure accountability and execution.
Strategist, Agent Development - Financial Services Sierra AIStrategist, Agent Development - Financial ServicesSan Francisco, CAOur financial services team partners closely with these organizations to set their AI strategies and build modern tools that carefully handle moments when a person's private anxiety meets an institution's procedural muscle - the instant before a family learns whether they are pre-approved for a mortgage; the claustrophobic half hour after someone notices a fraudulent charge; the frustrating experience of losing a card and needing to order a new one. Our financial services customers span systemically important banks, neobanks committed to building more delightful banking software (1 in 3 of the world's leading banks use Sierra!), insurers that provide protection for life's most challenging moments, vertically integrated ecosystems like Rocket Companies, and more.
Senior Wealth Advisor (San Francisco/Menlo Park/Walnut Creek) Mercer AdvisorsSenior Wealth Advisor (San Francisco/Menlo Park/Walnut Creek)San Francisco, California$170,000–$210,000 / yearThe Senior Wealth Advisor focuses on deepening relationships with an established base of high net worth clients and organically growing their practice through referrals, while leveraging our unified in-house team of experts to help clients achieve their financial goals. Our advisors are client-focused fiduciaries who take pride in utilizing their advanced knowledge of financial planning and investments and their superior relationship skills to diagnose the needs of clients and propose solutions that fit each client's unique scenario.
M&A Financial Due Diligence Data Analytics Senior Consultant Deloitte Touche Tohmatsu LtdM&A Financial Due Diligence Data Analytics Senior ConsultantSan Francisco, CA$110,700–$218,300 / yearAn in-depth understanding of the M&A landscape, market experience, and access to our global network of advisors means we have the capabilities to help clients confidently pursue strategic transactions in both domestic and global markets - this includes managing the entire M&A lifecycle. We offer comprehensive end-to-end support and advisory services, covering areas such as mergers and acquisitions (M&A), valuation modeling, cost optimization, restructuring, business design and transformation, infrastructure and real estate, and sustainability.
Financial Controller PylonFinancial ControllerSan Francisco, CaliforniaUnlike platforms built before the AI era, Pylon enriches every interaction with deep account-level context, automates the low impact customer work, and surfaces answers before your team even has to ask. Accounting Operations : Oversee processes including AR (Order-to-Cash) and AP (Procure-to-Pay), partnering closely with sales, rev ops, legal, and operations teams.
NewVice President, Sales Executive - ServiceNow (Financial Services) - C_MAT Deloitte Touche Tohmatsu LtdVice President, Sales Executive - ServiceNow (Financial Services) - C_MATSan Jose, CA$171,600–$338,300 / yearWorking closely with Partners, Principals, Managing Directors, alliance leaders, and account teams, Sales Executives build relationships with qualified targets and decision-makers; shape growth strategies; lead pursuits; and serve as trusted advisors throughout the sales process. 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.