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Jobs

Insurance and Financial Services Position - State Farm Team Member Tim McGallian - State Farm Agent

Insurance and Financial Services Position - State Farm Team Member
Clayton, CA
  • Full time

As an Insurance and Financial Services Specialist, you will be the go-to expert for our clients, assisting them with a wide range of services and helping them secure the insurance policies they need to protect what matters most. We are looking for a dynamic and enthusiastic Insurance and Financial Services Specialist to join our team and help us continue to deliver unparalleled support and solutions to our valued customers.

21 days ago

Business Intelligence Analyst, Financial Services Nclusion

Business Intelligence Analyst, Financial Services
Palo Alto, California

Build lightweight, ad hoc analysis (SQL, Excel/Sheets, BI tools) for questions the established data lake and KPI set don't yet answer — and partner with the data team to turn recurring ad hoc needs into permanent capture mechanisms, rather than building parallel shadow dashboards indefinitely. You'll build and maintain the KPI reporting and dashboards that track wallet, loyalty card, and remittance performance against the FinServ team's priority metrics across every active market, turning that data into analysis the Director uses to brief the COO and Exec team.

14 days ago

Financial Services - Work From Home Spade Recruiting

Financial Services - Work From Home
san francisco, CA

Daily activities include Inbound and outbound calling, setting appointments, performing presentations to members of unions that request our benefits, basic computer knowledge, completing the necessary paperwork, quality control, and leadership development. All-expenses-paid yearly office trips to exciting and exotic locations (2016 Puerto Rico, 2017 Cancun, 2018 Disney, 2019 Vegas, 2020 Bar Mar Bahamas).

30+ days ago

Enterprise Sales Engineer, Financial Services Sierra AI

Enterprise Sales Engineer, Financial Services
San Francisco, CA

Our 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.

18 days ago

Account Executive, Emerging Enterprise, Financial Services Braze

Account Executive, Emerging Enterprise, Financial Services
San Francisco, CA

For candidates based in the United States, the pay range for this position at the start of employment is expected to be between $137,500 and $160,000/year, with an expected On Target Earnings (OTE) between $275,000 and $320,000/year (including bonus or commission). Braze was also named a 2026 Best Places to Work by Built In, a 2025 America’s Greenest Companies by Newsweek, and a 2025 Fortune Best Workplace in Technology™ by Great Place To Work®.

30+ days ago

Director, Accounting and Financial Advisory Services Baker Tilly Advisory Group, LP

Director, Accounting and Financial Advisory Services
San Francisco, California

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. 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.

19 days ago

Major Accounts Rep, Financial Services (West) Torq

Major Accounts Rep, Financial Services (West)
San Francisco, CA
Remote

You will be responsible for positioning Torq's security solution within our Strategic prospects and customers, and for developing a comprehensive account strategy that aligns with the company's goals and objectives as well as collaborate with cross-functional teams to ensure business growth. Fueling Torq's momentum is our game-changing AI SOC platform, backed by a team and culture that makes Torq one of Forbes' Best Startup Employers in America, and a Business Insider 'startup to bet your career on'.

30+ days ago

Financial Services Tax Manager Withum

Financial Services Tax Manager
San Francisco, CA
  • $150,000–$200,000 / year

As a Financial Services Tax Manager based out of our Boca Raton, Boston, Orlando, Los Angeles or San Francisco office, you'll work alongside an integrated team of seasoned, well-known CPAs and industry leaders. Job Description: Withum's Tax Services Group is made up of a brilliant team of tax specialists that work to ensure tax reporting obligations are met in an accurate and timely manner and minimize or defer the payment of taxes.

19 days ago

Sr. Security Engineer - GRC Fintech & Financial Services Twitter

Sr. Security Engineer - GRC Fintech & Financial Services
Palo Alto, CA
  • $152,000–$258,000 / year

The ideal candidate brings hands-on fintech compliance experience (PCI DSS, NYDFS, FFIEC), fluency in data privacy frameworks (GDPR, CCPA), and GRC engineering skills: Compliance-as-Code, continuous evidence collection, and deep partnership with engineering so controls are designed into the platform rather than bolted on after the fact. Design, implement, and validate technical controls relevant to fintech environments (cardholder data environment scoping and segmentation, access control, logging, encryption, change management, vulnerability management) - not just document them.

8 days ago

Financial Services Representative - State Farm Agent Team Member Jeff Marks - State Farm Agent

Financial Services Representative - State Farm Agent Team Member
Pinole, CA
  • Full time

ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Jeff Marks - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options.

7 days ago

Financial Services Audit Senior Withum

Financial Services Audit Senior
San Francisco, CA
  • $80,000–$115,000 / year

Strong leadership, training, and mentoring skills, coupled with excellent verbal, written, and presentation skills to represent the Firm well to client's management. In this position, you will take a lead role on all aspects of audit engagements, from planning to completion, to include supervision/mentoring of staff and building/maintaining relationships with clients.

30+ days ago

Financial Services Audit Supervisor Withum

Financial Services Audit Supervisor
San Francisco, CA
  • $110,000–$145,000 / year

How You'll Spend Your Time: Leading the engagement team staff on the planning and execution of an audit, review or compilation engagement to effectively and efficiently provide world-class client service to clients. Strong leadership, training, and mentoring skills, coupled with excellent verbal, written, and presentation skills to represent the Firm well to client's management.

19 days ago

Supervisor, Professional Billing Financial Services -Onsite Northbay Healthcare

Supervisor, Professional Billing Financial Services -Onsite
Fairfield, California
  • $35.22–$42.78 / hour
  • Full time

We are expanding access to care across our communities through two acute-care hospitals, including a Level II Trauma Center and a Level III NICU maternity unit, along with a cancer center, urgent care locations, and a growing network of primary and specialty care clinics. At NorthBay Health the Supervisor, Billing and Follow Up supervises the business office functions involving the billing and follow-up of technical and professional charges generated by the outpatient hospital-based specialty departments.

20 days ago
Box logo

Enterprise Account Executive, Financial Services (San Francisco, CA) Box

Enterprise Account Executive, Financial Services (San Francisco, CA)
San Francisco, CA
  • $238,000–$297,500 / year

It’s the billions of files and information flowing across teams, departments, and key business processes every single day: contracts, invoices, employee records, financials, product specs, marketing assets, and more. Source and close net new logos within a given territory within the Financial Services vertical, specifically across Retail Banking, Capital Markets, and Wealth & Asset Management institutions.

30+ days ago

Forward Deployed Engineer - Financial Services Titan

Forward Deployed Engineer - Financial Services
San Francisco, California

We deploy AI agents across our portfolio of Managed Service Providers and enterprise customers: agents that monitor, triage, and resolve work across the service desk, infrastructure, security, identity, endpoint, and application operations. In under a year we've raised over $100M from General Catalyst, 8VC, and CalPERS, acquired market-leading MSPs like RFA, and put agents into production in large enterprises.

30+ days ago

AI Strategist, Financial Services Perplexity AI

AI Strategist, Financial Services
San Francisco, CA

Perplexity is building the AI platform for professional finance: Perplexity Computer, our agentic platform that navigates tools, completes multi-step workflows, and connects to the market data, filings, transcripts, and research that investment professionals already rely on, and our API Platform, which powers search, retrieval, and automation across structured and unstructured financial data. This is a commercial and sales engineering role: you will own strategic customer engagements end to end-leading discovery, defining what to build, demonstrating frontier capabilities against real investment workflows, and driving deployments from first conversation through production and expansion.

30 days ago

Senior Financial Services Analyst Talantage, LLC

Senior Financial Services Analyst
Oakland, CA

ABILITY TO : Analyze complex accounting and financial problems that require interpretation of regulations, guidelines and compliance issues; prepare financial/accounting reports, statements and related documents; interpret laws, statutes and regulations pertaining to a variety of government accounting/financial programs; demonstrate effective leadership, supervise, train and, evaluate assigned staff; establish and maintain accurate records; effectively use computer technology; communicate effectively orally and in writing; establish and maintain effective working relationships with employees, public officials, agencies, the public and vendors. The ideal candidate is highly inquisitive and resourceful, with a strong drive to understand the 'why behind the numbers, digging beneath the numbers to understand root causes, proactively seeking the information needed to answer tough questions, being comfortable navigating ambiguity to find practical solutions, and possessing strong interpersonal skills in working with staff across the agency.

7 days ago

Senior Account Executive, Public Relations (Financial & Professional Services) Highwire Public Relations

Senior Account Executive, Public Relations (Financial & Professional Services)
San Francisco, CA
Remote
  • $63,000–$90,000 / year

Remote: We hire for fully remote roles in the following states: California, Colorado, Connecticut, Florida, Georgia, Illinois, Iowa, Kansas, Maryland, Massachusetts, Michigan, New Hampshire, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, and Washington, D.C. Please note: We are only able to consider candidates who reside in one of the locations listed above at the time of hire. With integrated expertise in strategic marketing and communications, corporate reputation, creative, and insights, we cut through the noise to deliver bold ideas and measurable impact across B2B technology, healthcare, cybersecurity, energy, professional and financial services, and more.

30+ days ago

Manager, Accounting and Financial Advisory Services Baker Tilly Advisory Group, LP

Manager, Accounting and Financial Advisory Services
San Francisco, California

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. 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.

21 days ago

Federal Tax Partner - Financial Services Asset Managment RSM

Federal Tax Partner - Financial Services Asset Managment
San Francisco, California

Effective project management skills, including the ability to manage multiple priorities, tasks, and projects simultaneously, meet deadlines, and maintain accuracy and quality of work in a fast paced, client service environment. Ability to maintain consistent, onsite presence during core business hours including the ability to regularly report to a firm office location and travel to client sites as required, including access to reliable transportation.

12 days ago
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