Project Finance Associate
Finance Associate Job 32 miles from Los Altos
Responsibilities
1. Project Finance Analysis
• Conduct detailed financial analysis and modeling to support the evaluation and execution of project finance initiatives
• Collaborate with the project development team to prepare and review project budgets, forecasts, and financial reports
• Build and maintain asset-level financial models used across the organization (Project Development, Business Development, and Executive teams)
• Conduct financial due diligence for potential projects, including reviewing project assumptions, contracts, and financial performance
2. Data Management and Analysis
• Collaborate cross-functionally to analyze renewable energy project economics
• Develop and automate financial reports and models, enhancing the efficiency and accuracy of financial data analysis
• Maintain and manage extensive financial databases and spreadsheets, ensuring data integrity and accessibility
3. Reporting and Insights
• Prepare monthly, quarterly, and annual financial reports for various stakeholders
• Support the Director of Project Development in presenting analytical insights to senior management, aiding strategic decision-making
• Communicate clearly to multiple stakeholders (Board of Directors, banks/capital markets, financiers, executives and team members)
• Support and improve the corporate FP&A processes (corporate modeling, financial planning, budgeting, and forecasting)
Basic Qualifications
• Undergraduate degree
• 2-4 years' experience in project finance, development finance, corporate finance, or related
• Proven experience in financial analysis, financial modeling or a related field, with a strong focus on project finance and investment analysis
• Advanced Excel skills and demonstrated ability to create detailed financial reports and models
• Understanding of the three financial statements
• Excellent organizational skills and keen attention to details and accuracy
• Strong analytical skills with the ability to interpret complex financial data and communicate insights effectively
• Excellent interpersonal, organizational, and communication skills
• Proactiveness in identifying problems/opportunities and finding solutions
• Located in (or willingness to relocate to) the Bay Area
Preferred Qualifications
• Experience modeling solar asset finance
• Experience raising asset-level financing facilities
• Understanding of GAAP accounting a plus Benefits
• Competitive compensation package, including salary, equity, and performance bonuses
• Comprehensive health, dental, and vision insurance plans
• Generous vacation and paid time off policies
• Professional development opportunities
Benefits
• Competitive compensation package, including salary, equity, and performance bonuses
• Comprehensive health, dental, and vision insurance plans
• Generous vacation and paid time off policies
• Professional development opportunities
Finance Associate - Solar
Finance Associate Job 32 miles from Los Altos
Finance Associate
Industry: Commercial and Industrial (C&I) Solar
A growing renewable energy firm specializing in C&I solar project development is seeking a Finance Associate to support financial planning, project analysis, and corporate decision-making. This company is recognized for its expertise in structuring and financing complex renewable energy projects and is committed to expanding access to cost-effective clean energy solutions.
Role Overview
The Finance Associate will play a key role in financial modeling, project finance analysis, and corporate financial planning, working closely with project development, business development, and executive teams. This position will report directly to the Director of Project Development and will provide critical financial insights to support investment decisions and business growth.
Key Responsibilities
Project Finance Analysis
Develop and maintain asset-level financial models for project evaluation and execution.
Conduct financial due diligence on potential projects, reviewing assumptions, contracts, and financial performance.
Assist in preparing and reviewing project budgets, forecasts, and financial reports.
Data Management & Analysis
Work cross-functionally to analyze the economics of renewable energy projects.
Automate and improve financial reporting processes for greater accuracy and efficiency.
Maintain financial databases and spreadsheets, ensuring data integrity and accessibility.
Reporting & Strategic Insights
Prepare monthly, quarterly, and annual financial reports for key stakeholders.
Support the Director of Project Development in presenting financial insights to senior management.
Assist in corporate financial planning, budgeting, and forecasting processes.
Communicate financial data clearly to investors, capital markets, and executives.
Requirements
Bachelor's degree in finance, economics, business, or a related field.
2-4 years of experience in project finance, development finance, corporate finance, or investment analysis.
Strong background in financial modeling and financial analysis.
Advanced Excel skills with the ability to create detailed financial models.
Understanding of financial statements (income statement, balance sheet, and cash flow).
Excellent analytical skills and attention to detail.
Strong communication and presentation skills, with the ability to convey financial insights clearly.
Experience modeling solar asset finance.
Experience in raising asset-level financing facilities.
Understanding of GAAP accounting.
Finance Associate
Finance Associate Job 18 miles from Los Altos
Project Finance Associate - Clean Energy
Piper Maddox is partnered with a leading developer and technology provider specializing in innovative solar solutions.
We are currently seeking a Finance Associate to join their growing team and support financial planning and analysis for renewable energy projects. In this role, you'll support financial decision-making by providing detailed data analysis, financial modeling, and insightful reporting.
Key Responsibilities:
Conduct detailed financial analysis and build project finance models
Collaborate with project teams to prepare budgets, forecasts, and financial reports
Manage financial databases, ensuring data integrity and accessibility
Prepare and present financial insights to leadership, supporting strategic decisions
Assist in corporate financial planning, budgeting, and forecasting
Qualifications:
Experience in solar asset finance modeling.
Proven track record of raising asset-level financing.
Familiarity with GAAP accounting principles is a plus.
Benefits:
Competitive compensation package, including base salary, equity opportunities, and performance-based bonuses
Comprehensive health, dental, and vision insurance coverage
Generous vacation time and paid time off benefits
If you are interested in this opportunity, please apply here or reach out to me directly, *************************
Head of Finance (Startup | Visa Sponsorship Available | High-Growth Potential)
Finance Associate Job 29 miles from Los Altos
About Us
Ronbow is a fast-growing cabinetry company with $10M+ in revenue, a California-based production facility, and six retail locations. Our innovative business model and high-quality product offerings position us for rapid expansion, and we need a Finance Manager who can build, optimize, and lead our financial operations from the ground up.
This role is ideal for a driven finance professional who enjoys problem-solving, taking ownership, and developing scalable financial systems in a startup environment. If you are eager to own finance strategy, implement financial processes, and grow into a leadership role, this is an opportunity to make a significant impact.
This role has a clear growth path to Head of Finance as the company scales.
Visa sponsorship and equity are available for the right candidate.
Responsibilities
Finance Operations
Set up and manage financial systems, including the general ledger, payroll, accounts payable, and accounts receivable.
Ensure timely and accurate monthly, quarterly, and annual financial closing.
Oversee tax compliance, regulatory reporting, and internal financial controls.
Financial Planning & Strategy
Develop and maintain financial models, budgets, and forecasts to support business growth.
Track cash flow, working capital, and key business KPIs to provide insights and recommendations to leadership.
Support pricing strategy, cost structure optimization, and margin improvement.
Process Improvement & Automation
Implement and optimize accounting/ERP software to streamline financial operations.
Improve financial workflows and automation for efficiency and accuracy.
Establish scalable processes for financial reporting and reconciliation.
Cross-Functional Collaboration
Work closely with the executives, operations, and sales teams to align financial strategy with business goals.
Support fundraising efforts and investor reporting as needed.
Growth & Leadership
Establish and build the finance function from the ground up.
Develop and refine financial policies, procedures, and internal controls.
As the company scales, recruit and lead a finance team.
Qualifications
Experience
5-10 years of experience in accounting, finance, or FP&A (startup or high-growth experience preferred).
Strong experience with general ledger management, financial planning, and payroll processing.
Proven ability to develop financial models, budgeting frameworks, and cash flow management strategies.
Exposure to retail, e-commerce, or manufacturing finance is a plus.
Skills & Traits
Strong analytical and problem-solving skills, with the ability to develop financial solutions from scratch.
Ability to build and improve financial systems, ensuring scalability as the company grows.
Strategic thinker with a hands-on approach to execution.
Self-driven, proactive, and able to thrive in a fast-moving environment.
Technical Proficiency
Experience with accounting software such as QuickBooks, NetSuite, or Xero.
Proficiency in Excel / Google Sheets, including financial modeling, forecasting, and data analysis.
Ability to leverage AI-driven tools to streamline financial workflows and reporting.
Why Join Us?
Be a foundational team member, shaping the finance function and long-term strategy.
Visa sponsorship is available for the right candidate.
High-growth potential in a startup environment with direct exposure to leadership.
Competitive salary, performance-based incentives, and equity opportunities
Interim Head of Finance
Finance Associate Job 42 miles from Los Altos
About Us
SolomonEdwardsGroup, LLC (“SolomonEdwards”) is a full-service professional services firm offering financial, operational, and technology consulting and operations support. We work with some of the world's most prominent companies to help them envision and achieve a better future. We know that our consulting services are only as meaningful as the people and talent behind them, and we are committed to recruiting incredibly talented, committed, and collaborative individuals who can help us deliver exceptional client service. For more information, visit SolomonEdwards
Position Summary:
Our client, a global satellite manufacturer, is seeking an Interim Head of Finance to oversee its US finance function during a transitional period.
This is a hybrid role required in the office 3 days a week in Concord, CA.
Essential Duties:
Oversee all financial operations, including month-end close, reconciliations, and reporting.
Manage accounts receivable (AR) and payroll functions.
Ensure compliance with accounting policies, internal controls, and financial regulations.
Provide financial insights and support ad-hoc projects as needed.
Collaborate with the global finance team to facilitate a smooth transition.
Supervise and support accounting, AR, and payroll staff.
Qualifications:
Bachelor's degree in Accounting, Finance, or a related field.
7+ years of proven leadership experience leading accounting and finance operations.
Strong expertise in month-end close, reconciliations, and financial reporting.
Ability to work effectively in a transitioning and globalizing environment.
Travel Requirements: No travel will be required unless at the client's discretion.
Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be provided to qualified applicants or candidates with disabilities upon request to enable them to perform essential functions. This role may require mobility to attend in-person meetings, sitting or standing for extended periods, and the use of telephone, computer, or other electronic communication devices.
Salary Range: SolomonEdwards values your unique and individual experience and background. As such, we take a comprehensive approach when determining compensation for our roles. The compensation for this specific role is based on a wide range of factors, including but not limited to education, licensure and certifications, location, experience, and training. A reasonable estimate for the current hourly range for this role is $75 - 85.
Benefits: We are committed to providing health and financial stability by offering a comprehensive suite of benefits. Benefits include access to top-tier employers and job opportunities, health insurance, sick leave, and 401(k).
Inclusion and Diversity Statement: SolomonEdwards is an Equal Opportunity/Affirmative Action employer. We firmly believe in fostering an inclusive and diverse workplace environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, veteran status, or any other characteristic protected by applicable laws. All employees, including managers and supervisors, are responsible for upholding our EEO and diversity principles. Discrimination or harassment of any kind will not be tolerated.
We value the contribution and wisdom of the team. At SolomonEdwards, we have built a vibrant and inclusive community. Our team members are curious, committed, and diverse. In keeping with our mission to build value through people, we cultivate a culture where differences are celebrated, and all members are treated fairly and equitably. Employees, business partners, and our extended stakeholder family are empowered to share their experiences, ideas, and perspectives and to be their whole selves.
Privacy: We adhere to the California Consumer Privacy Act (CCPA). Your privacy is important to us, and we never sell your data to third parties. Personal information is only collected to match applicants with job opportunities. Copy/paste this URL to learn more about your rights: SolomonEdwards' Privacy Policy.
Our Recruiter Promise: Our talent acquisition team prioritizes integrity, professionalism, and transparency in every interaction. When you engage with SolomonEdwards, you can trust a respectful, secure experience from verified contacts. Copy/paste this URL to learn more about how we protect your candidate experience: Recruiter Promise.
Finance Manager, Corporate FP & A
Finance Associate Job 9 miles from Los Altos
Our Mission At Palo Alto Networks everything starts and ends with our mission: Being the cybersecurity partner of choice, protecting our digital way of life. Our vision is a world where each day is safer and more secure than the one before. We are a company built on the foundation of challenging and disrupting the way things are done, and we're looking for innovators who are as committed to shaping the future of cybersecurity as we are.
Who We Are
We take our mission of protecting the digital way of life seriously. We are relentless in protecting our customers and we believe that the unique ideas of every member of our team contributes to our collective success. Our values were crowdsourced by employees and are brought to life through each of us everyday - from disruptive innovation and collaboration, to execution. From showing up for each other with integrity to creating an environment where we all feel included.
As a member of our team, you will be shaping the future of cybersecurity. We work fast, value ongoing learning, and we respect each employee as a unique individual. Knowing we all have different needs, our development and personal wellbeing programs are designed to give you choice in how you are supported. This includes our FLEXBenefits wellbeing spending account with over 1,000 eligible items selected by employees, our mental and financial health resources, and our personalized learning opportunities - just to name a few!
At Palo Alto Networks, we believe in the power of collaboration and value in-person interactions. This is why our employees generally work full time from our office with flexibility offered where needed. This setup fosters casual conversations, problem-solving, and trusted relationships. Our goal is to create an environment where we all win with precision.
Job Description
Your Career
Palo Alto Networks is looking for a Finance Manager to join its Corporate Finance team. We're looking for a self-starter with strong analytical skills, deep working knowledge/understanding of financial statements, an effective communicator, and a team player with a collaborative mindset who is passionate for driving change in a dynamic fast-paced environment. This highly visible role reports to the Finance Director, Corporate FP&A.
Your Impact
Drive and manage monthly P&L forecasting and consolidation process with a focus on accuracy and providing insights related to risks and opportunities
Deliver monthly and quarterly reporting with high accuracy and efficiency
Work collaboratively with functional and business unit finance leaders to drive efficiency in our processes and reporting to scale for growth
Play a critical role in highly visible projects in Bookings and OPEX
Play a critical role in the annual plan process and target setting, including ownership of the annual operating plan financial model
Supervise and maintain the budgets for corporate rates on behalf of the company and partnering with the People Team on insights and savings opportunities
Partner with the Finance Systems team in driving data integrity and automation
Closely partner with Accounting, External Reporting, and Investor Relations on quarter end deliverables
Drive and provide support for ad-hoc strategic and financial analyses
Qualifications
Your Experience
Bachelor's Degree in Business/Finance/Accounting; advanced degree/MBA a plus
5+ years related experience in Finance (ideally FP&A) or Accounting
Excellent analytical and financial modeling skills, capable of seamlessly moving from the big picture to the details and back
Deep analytical understanding of all 3 financial statements and the interconnection amongst them.
Power Excel user who is comfortable with large data sets and familiar with PowerQuery and PowerPivot
Expertise in Google Suite (Sheets, Slides, etc.)
Experience with and/or willingness to master various financial systems, including SAP, SAC (SAP Analytics Cloud), Tableau, and other BI tools
Strong team player, independent thinker with high intellectual and emotional intelligence; Resourceful and proactive approach to problem solving
Effective presentation skills with the ability to communicate complex topics in a distilled manner
Deadline-driven, very organized, with willingness to adapt to the rapid business and organizational demands that result from a high-growth environment
Additional Information
The Team
You have a passion for numbers, our organization has a passion for cybersecurity. You're looking for a career with a more fulfilling mission. Our department works with numbers and large volumes of data daily, building and maintaining elegant models and solutions to empower our business lines and solutions. The ideal candidate has exceptional skills in financial modeling and analytics and an innovative mindset to approach finance problems differently. We seek people who are looking to try new things, while solving business critical equations. If you're seeking a financial challenge but with a world-wide impact - this is it.
Compensation Disclosure
The compensation offered for this position will depend on qualifications, experience, and work location. For candidates who receive an offer at the posted level, the starting base salary (for non-sales roles) or base salary + commission target (for sales/commissioned roles) is expected to be between $116,000 - $188,000/YR. The offered compensation may also include restricted stock units and a bonus. A description of our employee benefits may be found here.
Our Commitment
We're problem solvers that take risks and challenge cybersecurity's status quo. It's simple: we can't accomplish our mission without diverse teams innovating, together.
We are committed to providing reasonable accommodations for all qualified individuals with a disability. If you require assistance or accommodation due to a disability or special need, please contact us at accommodations@paloaltonetworks.com.
Palo Alto Networks is an equal opportunity employer. We celebrate diversity in our workplace, and all qualified applicants will receive consideration for employment without regard to age, ancestry, color, family or medical care leave, gender identity or expression, genetic information, marital status, medical condition, national origin, physical or mental disability, political affiliation, protected veteran status, race, religion, sex (including pregnancy), sexual orientation, or other legally protected characteristics.
All your information will be kept confidential according to EEO guidelines.
Finance Associate Attorney
Finance Associate Job 32 miles from Los Altos
A full service AMLaw 50 firm is seeking a Finance Associate Attorney with 4+ years of experience to join our San Francisco office, or other office location.
The global law firm with over 1,100 attorneys across 16 offices worldwide. The San Francisco office currently has over 100 attorneys who practice in a variety of areas including, Business Litigation, Corporate Transactions, Finance, Real Estate, Entertainment, Intellectual Property, and more.
The Finance practice of the firm has been a key element of the firm's practice since its founding over 90 years ago. As part of a large, broad-based commercial law firm, our commercial lending and financial transactions team is comprised of attorneys specializing in all facets of highly structured financial transactions. We bring a team of fully engaged advisors with the legal and practical problem-solving skills necessary to execute the most complex of financial transactions.
We are currently seeking an associate attorney with over four (4) years of experience working on structured finance transactions including securitization and other capital markets transactions.
The ideal candidate will have significant experience in the following areas:
Knowledgeable about commercial law matters generally including the uniform commercial code, securities law and bankruptcy-related issues;
Drafting complex commercial contracts including pooling and servicing agreements, administration agreements, indentures and trust agreements, among others;
Ability to draft applicable legal opinions including bankruptcy opinions;
Experience managing financial transactions including overseeing the work of the junior associates, drafting and preparing transaction documents and successfully closing transactions.
Resume, cover letter, and law school transcript are required to apply. This position is primarily located in San Francisco, but strong candidates will be considered for other office locations. Candidates must be admitted to and a member in good standing with state bar in which they are located.
Licensed Financial Consultant
Finance Associate Job 12 miles from Los Altos
Our client, a national leader in the broker-dealer space, equips employees with the knowledge and skills to become the top resource for their clients while ensuring a strong career trajectory through comprehensive training. They are currently seeking a Licensed Financial Consultant to join their team in the San Francisco area.
As a Licensed Financial Consultant, you will be responsible for executing wealth management strategies that foster strong, enduring client relationships and high client loyalty. You will be working with branches private wealth clients and helping to cultivate those relationships and establish additional clients with referrals. You will serve as a subject matter expert and work with other Financial Planner and Consultants in the branch implementing strategies that will be effective for their clients' planning process. You will also work with branch members on cultivating leads for your private wealth book of business. You will help them with navigating and diving deep into clients' situations and implementing solutions.
Responsibilities
Build trust and credibility with clients using your extensive knowledge of investment solutions
Navigate complex financial landscapes and simplify investment options to guide clients towards strategies that align with their objectives and risk tolerance.
Facilitate positive, client-centered discussions that empower clients to make informed decisions about their financial future.
Deliver outstanding customer experience, driven by a genuine passion for seeing others thrive.
The Skills You Need:
Proven track record of success in fiduciary planning and asset management, with a demonstrated ability to excel in a fast-paced, high-volume business and manage competing priorities effectively.
The ability to present complex solutions to a knowledgeable client base while building rapport and credibility.
Strong sense of integrity, insights, and interpersonal skills.
Comprehensive understanding of investment and portfolio management principles, accounting and financial concepts, various investment strategies and instruments, global market dynamics, and the complete spectrum of investment products.
Required Licensing and Experience:
FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations.
CFP strongly preferred
MPG (Madison Professional Group) is a third-party equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by law.
Head of Finance | Series A SaaS | DevOps
Finance Associate Job 17 miles from Los Altos
Head of Finance | Series A SaaS
Harmonic is excited to be working exclusively with a with rapidly growing SaaS start-up that are looking for a Head of Finance to lead their finance team.
This incredibly innovative business was founded in 2021 by second-time startup founders and ex-Uber and Netflix lead engineers after they successfully exited their previous business. In just a couple of years they have built some of the most disruptive enterprise dev-ops tools in their space and are backed by very reputable VC firms.
After securing a significant Series A funding round, this company tripled its ARR last year and doubled its team size. They're on track to sustain this momentum, aiming to reach nearly $30M ARR by the end of 2025.
The company is looking to add someone who is ambitious, hardworking, and wants to progress their career quickly. Culturally, the business is filled with incredibly talented, experienced and driven people who are focused on maintaining a strong 'start-up' feel where collaboration is encouraged.
The Role:
This position will be the number one role in finance and have a lot of exposure to the C-suite reporting directly to the CEO.
You will be responsible for leading a best-in-class FP&A function and playing a pivotal point in facilitating consistent growth across business.
We are looking for an incredibly commercially astute with an exceptional knowledge of SaaS metrics and how to turn these into actionable insights.
Duties:
Building out a high performing FP&A function
Extensive liaising with stakeholders and providing commercial data and insight to support internal departments.
In depth analysis of company performance, including identifying key KPI's and SaaS metrics to help identify areas of opportunity.
Responsible for all financial planning, budgeting and forecasting activities
Developing and maintaining financial models for revenue, product, cost, sales ops etc
Business partnering with operations and sales teams to improve internal reporting processes
Liaising with external stakeholders to support expansion including building board packs and support future fundraising activity
Manage the relationship with the external outsourced accounting group
Ad hoc strategy projects
What you need (Essential)
Bachelor's degree or equivalent experience
7+ years in FP&A
Experience working within a start-up SaaS organization
Passion for technology and working in a fast-paced environment
Experience in leading and building out a finance function
Acute eye for detail and high working standards
Excellent verbal and written communication
What we'd like to see (Bonus)
Investment Banking experience
Experience joining a startup as the first finance leader
Fundraising experience
Location: Fully remote (Bay area / Seattle preferred)
Salary: $200,000 - $240,000 + Bonus + equity
Financial Analyst
Finance Associate Job 6 miles from Los Altos
The main function of a finance associate is to compute, classify, and record numerical data to keep financial records complete. A typical finance associate is responsible for a wide range of technology and can work in areas closely related to computers.
Job Responsibilities:
Classify, record, and summarize numerical and financial data to compile and keep financial records, using journals and ledgers or computers.
Calculate, prepare, and issue bills, invoices, account statements, and other financial statements according to established procedures.
Debit, credit, and total accounts on computer spreadsheets and databases, using specialized accounting software.
Skills:
Verbal and written communication skills, attention to detail, and critical thinking.
Ability to work independently and manage one's time.
Ability to apply accounting and mathematical principles to work as needed.
Knowledge of federal, state, and company policies, procedures and regulations as related to accounting.
Previous experience with computer applications, such as Microsoft Word, Excel and PowerPoint, and any other related accounting software.
Corporate Finance
Finance Associate Job 32 miles from Los Altos
About Us:
We're on a mission to make it possible for every person, team, and company to be able to tailor their software to solve any problem and take on any challenge. Computers may be our most powerful tools, but most of us can't build or modify the software we use on them every day. At Notion, we want to change this with focus, design, and craft.
We've been working on this together since 2016, and have customers like Pixar, Mitsubishi, Figma, Plaid, Match Group, and thousands more on this journey with us. Today, we're growing fast and excited for new teammates to join us who are the best at what they do. We're passionate about building a company as diverse and creative as the millions of people Notion reaches worldwide.
Notion is an in-person company, and currently requires its employees to come to the office for two Anchor Days (Mondays & Thursdays) and requests that employees spend the majority of their week in the office (including a third day).
About The Role:
Our Corporate Finance team serves as a trusted advisor to the company, informing and guiding critical C-level decisions through insightful analyses & thought partnership. We are looking for a bright, driven individual who will support Executive-level understanding of our key financial metrics and trends, dial in our forecasting accuracy, and take on high-profile strategic projects for the CFO and other key decision-makers. We are a lean team, so your impact will be felt immediately.
What You'll Achieve:
Own Balance Sheet (BS) and Free Cash Flow (FCF) forecasting for Notion, including driving tighter forecast accuracy for key assumptions.
Partner with Consolidations function to mint and report 3-statement forecasts. Assist in preparation of monthly & quarterly management reporting including Budget vs Actuals analyses, dashboards, and Board materials.
Support our monthly close and forecast processes - analyze financial results, distill and synthesize key trends, and communicate risks & opportunities to influence business outcomes.
Develop clockwork recurring process to collect capital expenditures, tax, and other key inputs from the team. Lead smarter, more data-driven modeling and tighter cross-functional collaboration, particularly in uncharted, high impact areas.
Tackle new & evolving priorities for the team, including ad hoc analyses.
Skills You'll Need to Bring:
8+ years experience in FP&A, accounting, or treasury - experience with Free Cash Flow forecasting required
Experience with financial modeling and analytical mindset
Positive attitude with high aptitude to learn new things quickly. Team player eager to further develop and grow with us
Demonstrate intellectual curiosity, problem-solving skills, and hunger to continually up-level current approaches and processes
Strong work ethic, reliability, and attention to detail - “get it done” attitude
Nice to Haves:
Experience with a high-growth SaaS company
Experience with Netsuite, Workday, Zip, and planning tools
Working knowledge of SQL
We hire talented and passionate people from a variety of backgrounds because we want our global employee base to represent the wide diversity of our customers. If you're excited about a role but your past experience doesn't align perfectly with every bullet point listed in the job description, we still encourage you to apply. If you're a builder at heart, share our company values, and enthusiastic about making software toolmaking ubiquitous, we want to hear from you.
Notion is proud to be an equal opportunity employer. We do not discriminate in hiring or any employment decision based on race, color, religion, national origin, age, sex (including pregnancy, childbirth, or related medical conditions), marital status, ancestry, physical or mental disability, genetic information, veteran status, gender identity or expression, sexual orientation, or other applicable legally protected characteristic. Notion considers qualified applicants with criminal histories, consistent with applicable federal, state and local law. Notion is also committed to providing reasonable accommodations for qualified individuals with disabilities and disabled veterans in our job application procedures. If you need assistance or an accommodation due to a disability, please let your recruiter know.
Notion is committed to providing highly competitive cash compensation, equity, and benefits. The compensation offered for this role will be based on multiple factors such as location, the role's scope and complexity, and the candidate's experience and expertise, and may vary from the range provided below. For roles based in San Francisco, the estimated base salary range for this role is $180,000 - $210,000 per year.
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Corporate Finance
Finance Associate Job 32 miles from Los Altos
We're on a mission to make it possible for every person, team, and company to tailor their software to solve any problem and take on any challenge. Computers may be our most powerful tools, but most of us can't build or modify the software we use on them every day. At Notion, we want to change this with focus, design, and craft.
We've been working on this together since 2016, and have customers like Pixar, Mitsubishi, Figma, Plaid, Match Group, and thousands more on this journey with us. Today, we're growing fast and excited for new teammates to join us who are the best at what they do. We're passionate about building a company as diverse and creative as the millions of people Notion reaches worldwide.
Notion is an in-person company, and currently requires its employees to come to the office for two Anchor Days (Mondays & Thursdays) and requests that employees spend the majority of their week in the office (including a third day).
About The Role:
Our Corporate Finance team serves as a trusted advisor to the company, informing and guiding critical C-level decisions through insightful analyses & thought partnership. We are looking for a bright, driven individual who will support Executive-level understanding of our key financial metrics and trends, dial in our forecasting accuracy, and take on high-profile strategic projects for the CFO and other key decision-makers. We are a lean team, so your impact will be felt immediately.
What You'll Achieve:
Own Balance Sheet (BS) and Free Cash Flow (FCF) forecasting for Notion, including driving tighter forecast accuracy for key assumptions.
Partner with Consolidations function to mint and report 3-statement forecasts. Assist in preparation of monthly & quarterly management reporting including Budget vs Actuals analyses, dashboards, and Board materials.
Support our monthly close and forecast processes - analyze financial results, distill and synthesize key trends, and communicate risks & opportunities to influence business outcomes.
Develop clockwork recurring process to collect capital expenditures, tax, and other key inputs from the team. Lead smarter, more data-driven modeling and tighter cross-functional collaboration, particularly in uncharted, high impact areas.
Tackle new & evolving priorities for the team, including ad hoc analyses.
Skills You'll Need to Bring:
8+ years experience in FP&A, accounting, or treasury - experience with Free Cash Flow forecasting required
Experience with financial modeling and analytical mindset
Positive attitude with high aptitude to learn new things quickly. Team player eager to further develop and grow with us
Demonstrate intellectual curiosity, problem-solving skills, and hunger to continually up-level current approaches and processes
Strong work ethic, reliability, and attention to detail - “get it done” attitude
Nice to Haves:
Experience with a high-growth SaaS company
Experience with Netsuite, Workday, Zip, and planning tools
Working knowledge of SQL
We hire talented and passionate people from a variety of backgrounds because we want our global employee base to represent the wide diversity of our customers. If you're excited about a role but your past experience doesn't align perfectly with every bullet point listed in the job description, we still encourage you to apply. If you're a builder at heart, share our company values, and enthusiastic about making software toolmaking ubiquitous, we want to hear from you.
Notion is proud to be an equal opportunity employer. We do not discriminate in hiring or any employment decision based on race, color, religion, national origin, age, sex (including pregnancy, childbirth, or related medical conditions), marital status, ancestry, physical or mental disability, genetic information, veteran status, gender identity or expression, sexual orientation, or other applicable legally protected characteristic. Notion considers qualified applicants with criminal histories, consistent with applicable federal, state and local law. Notion is also committed to providing reasonable accommodations for qualified individuals with disabilities and disabled veterans in our job application procedures. If you need assistance or an accommodation due to a disability, please let your recruiter know.
Notion is committed to providing highly competitive cash compensation, equity, and benefits. The compensation offered for this role will be based on multiple factors such as location, the role's scope and complexity, and the candidate's experience and expertise, and may vary from the range provided below. For roles based in San Francisco, the estimated base salary range for this role is $180,000 - $210,000 per year.
#LI-Onsite
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Financial Analyst
Finance Associate Job 18 miles from Los Altos
Job Title: Financial Analyst V
Duration: 12 Months Contract
Pay : $60/hr- $62/hr on W2 without benefits.
This role will contribute to business planning and forecasting, including the development of annual operating budgets, consolidating various financial aspects within the network infrastructure domain and support ad hoc strategic projects, to deliver business analytics and insights. This includes working closely with business partners, accounting and other cross functional teams. Here are the key responsibilities:
Job Responsibilities:
Gather, consolidate, and analyze operating and financial results, including preparing internal and external reporting deliverables and analyzing and explaining trends & drivers
Assist with senior management business and financial planning, including presentations and key analysis requests
Partner with cross-functional teams, including Finance, Accounting, IT, and other teams, to drive scalable analyses and insights
Conduct ad hoc financial analysis for Capex, Opex or headcount to support decision making processes
Skills:
Detail-oriented, organized, and demonstrated ability to multi-task and shift priorities quickly under pressure and tight deadlines
Experience developing frameworks and solutions to high-level questions with limited supervision; Strong financial modeling skills
Proficiency in Google Sheets and Excel to collect, organize, and analyze data is essential.
A strong understanding of financial concepts, including budgeting, forecasting, and financial analysis
Nice to Have Skills:
Experience with Hyperion EPM/Essbase (or equivalent)
SQL Experience
Consolidation Experience: Proven experience in consolidating financial data from multiple sources, including actuals, forecasts, and budgets
Opex Management/Forecasting:
Experience in managing operational expenses (opex).
Experience supporting Infrastructure business
Education/Experience:
BA/BS in Business, Finance, Economics, or equivalent
5 + years of finance or financial planning and analysis experience.
Poster Name : Ammar Bin Anis
Email : ****************************
Internal ID : 25-34723
About US Tech Solutions:
US Tech Solutions is a global staff augmentation firm providing a wide range of talent on-demand and total workforce solutions. To know more about US Tech Solutions, please visit ************************
US Tech Solutions is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity,
national origin, disability, or status as a protected veteran.
IMPORTANT NOTICE: For California Applicants:
Pursuant to the California Fair Chance Act, Los Angeles County Fair Chance Ordinance for Employers, Los Angeles Fair Chance Initiative for Hiring Ordinance, and San Francisco Fair Chance Ordinance, qualified applicants will be considered for assignment with arrest and conviction records. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, meet client expectations, standards, and accompanying requirements, and safeguard business operations and company reputation.
Financial Representative
Finance Associate Job 18 miles from Los Altos
Financial Advisor - "Choose a Career That Lets You Live Life Differently!"
Recognized by FORTUNE as one of the "World's Most Admired" companies, Northwestern Mutual (NM) has been among the leaders in the financial services industry for nearly 170 years. NM has a proven track record of financial success.
By joining our team, you'll have access to the following:
Sponsorship for Life and Health licensure, SIE, Series 63, 7, and CFP.
Unique opportunity to pursue leadership and specialized roles.
An award-winning training program to help you get started.
Personalized coaching, assistance with market development, and administrative support.
Benefits:
Eligibility for Launch Accelerator Program stipend, an opportunity to earn an additional $750 weekly in addition to performance base compensation.
While you help your clients achieve financial security, Northwestern Mutual will also help you.
Comprehensive medical coverage.
Two company-funded retirement plans.
Group life and disability income insurance.
Sponsorship of licensing and designations.
Personalized mentorship from top-performing advisors.
Mentorship and professional development training throughout your entire career.
A culture that promotes diversity, teamwork, work/life balance, recognition, and rewards.
Full financial support for professional designations and professional business growth certifications.
Performance-based compensation through commissions, bonuses, repeat business, client retention, and stipends.
Responsibilities:
Identify potential clients with marketing and branding resources provided by NM.
Schedule appointments and meetings with potential clients.
Create strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives.
Make product recommendations to help your clients meet their financial goals.
Provide ongoing support and service for your clients
Manage and update client portfolios.
Answer client questions about financial plans and provide financial advice.
Qualifications
Bachelor's Degree.
Located in the San Jose, CA, area. This is an onsite role, must be within reasonable commuting distance.
Strong interpersonal, verbal, and written communication skills.
Ability to work independently.
A commitment to ongoing learning, including staying current on financial changes.
Must complete a background check.
Finance Manager
Finance Associate Job 35 miles from Los Altos
Ashkenaz Music & Dance Community Center Is Seeking A Finance Manager
About Ashkenaz:
Ashkenaz Music & Dance Community Center is a nonprofit music venue and cultural hub dedicated to promoting world music, dance, and community engagement. For over 50 years, we have been a gathering place for artists, audiences, and educators passionate about fostering cultural diversity and artistic expression.
Position Summary:
Ashkenaz seeks a detail-oriented and strategic Finance Manager to oversee all financial operations, ensure compliance, and contribute to the organization's long-term financial sustainability. This role is ideal for a finance professional with nonprofit experience who thrives in a dynamic and mission-driven environment.
Key Responsibilities:Internal Financial Management & Reporting
Develop and maintain fiscal policies, procedures, and best practices for accounting functions.
Monitor program performance against budget goals and provide variance analysis.
Track expenditures, assess financial risks and opportunities, and support monthly forecasting.
Assist in preparing budgets, financial statements, and profit & loss reports for board and staff presentations.
Oversee accounts payable (A/P) and accounts receivable (A/R), including monthly invoicing and reconciliation.
Manage collections for studio and facility rentals.
Supervise bank and credit card reconciliations.
Handle accounting and reporting for fundraising, special events, donations, and grants.
Collaborate with bookkeeping services for monthly financial statement production and analysis.
Assist in the development of the annual budget.
External Financial Reporting
Prepare for the annual audit and act as the primary liaison with auditors.
Review audit reports, Form 990, and other tax documentation.
Provide financial data for the annual report.
Prepare and distribute 1099 forms.
File annual property and monthly sales tax returns.
Show & Event Financial Management
Oversee cash management, counting, and bank deposits.
Collect W-9 forms and artist payment preferences before events.
Process artist guarantees and Prism settlements within 72 hours of each event.
Manage payments for sound engineers and dance instructors.
Track guest lists for events with large artist guarantees.
Oversee credit card tip tracking and reporting.
Perform QuickBooks Online journal data entry for each show.
Issue and track gift certificates (e.g., school silent auctions).
Fundraising & Grant Management
Endorse, track, and deposit checks.
Assist in grant writing and financial reporting with specific direction.
Venue & Administrative Functions
Maintain organizational licenses (e.g., Health, ABC).
Collect and distribute mail.
Assist with insurance renewals and amortization schedules.
Respond to Employment Development Department (EDD) information requests.
Manage company insurance, workers' compensation, and health insurance policies.
Oversee IT functions, liaise with IT vendors, and manage Microsoft Office online.
Support office management duties as needed.
Participate in special projects and cross-functional initiatives.
Act as a liaison between internal departments for financial matters.
Human Resources & Payroll
Process payroll via ADP and manage payroll-related financial tasks.
Qualifications & Skills:
Bachelor's degree in Accounting, Finance, Business Administration, or related field (or equivalent experience).
3+ years of experience in financial management, preferably in a nonprofit or arts organization.
Proficiency in QuickBooks Online, Microsoft Office, and financial reporting software.
Strong understanding of nonprofit accounting principles, including grants and donor-restricted funds.
Experience with tax filings, audits, and compliance for nonprofits.
Excellent analytical, problem-solving, and organizational skills.
Ability to manage multiple priorities, work independently, and meet deadlines.
Strong communication skills with the ability to present financial data to non-financial stakeholders.
Passion for the arts, music, and community engagement.
Compensation & Benefits:
$65,000 salaried position with medical benefits.
Flexible schedule with hybrid work options.
Opportunity to work at a historic vibrant Berkeley nonprofit arts organization.
How to Apply:
Please submit a resume and cover letter detailing your experience and interest in the role to *****************. Applications will be reviewed on a rolling basis until the position is filled.
Ashkenaz is an equal-opportunity employer and strongly encourages applications from candidates of diverse backgrounds, identities, and experiences.
Project Finance Associate
Finance Associate Job 14 miles from Los Altos
Responsibilities
1. Project Finance Analysis
• Conduct detailed financial analysis and modeling to support the evaluation and execution of project finance initiatives
• Collaborate with the project development team to prepare and review project budgets, forecasts, and financial reports
• Build and maintain asset-level financial models used across the organization (Project Development, Business Development, and Executive teams)
• Conduct financial due diligence for potential projects, including reviewing project assumptions, contracts, and financial performance
2. Data Management and Analysis
• Collaborate cross-functionally to analyze renewable energy project economics
• Develop and automate financial reports and models, enhancing the efficiency and accuracy of financial data analysis
• Maintain and manage extensive financial databases and spreadsheets, ensuring data integrity and accessibility
3. Reporting and Insights
• Prepare monthly, quarterly, and annual financial reports for various stakeholders
• Support the Director of Project Development in presenting analytical insights to senior management, aiding strategic decision-making
• Communicate clearly to multiple stakeholders (Board of Directors, banks/capital markets, financiers, executives and team members)
• Support and improve the corporate FP&A processes (corporate modeling, financial planning, budgeting, and forecasting)
Basic Qualifications
• Undergraduate degree
• 2-4 years' experience in project finance, development finance, corporate finance, or related
• Proven experience in financial analysis, financial modeling or a related field, with a strong focus on project finance and investment analysis
• Advanced Excel skills and demonstrated ability to create detailed financial reports and models
• Understanding of the three financial statements
• Excellent organizational skills and keen attention to details and accuracy
• Strong analytical skills with the ability to interpret complex financial data and communicate insights effectively
• Excellent interpersonal, organizational, and communication skills
• Proactiveness in identifying problems/opportunities and finding solutions
• Located in (or willingness to relocate to) the Bay Area
Preferred Qualifications
• Experience modeling solar asset finance
• Experience raising asset-level financing facilities
• Understanding of GAAP accounting a plus Benefits
• Competitive compensation package, including salary, equity, and performance bonuses
• Comprehensive health, dental, and vision insurance plans
• Generous vacation and paid time off policies
• Professional development opportunities
Benefits
• Competitive compensation package, including salary, equity, and performance bonuses
• Comprehensive health, dental, and vision insurance plans
• Generous vacation and paid time off policies
• Professional development opportunities
Finance Associate
Finance Associate Job 14 miles from Los Altos
Project Finance Associate - Clean Energy
Piper Maddox is partnered with a leading developer and technology provider specializing in innovative solar solutions.
We are currently seeking a Finance Associate to join their growing team and support financial planning and analysis for renewable energy projects. In this role, you'll support financial decision-making by providing detailed data analysis, financial modeling, and insightful reporting.
Key Responsibilities:
Conduct detailed financial analysis and build project finance models
Collaborate with project teams to prepare budgets, forecasts, and financial reports
Manage financial databases, ensuring data integrity and accessibility
Prepare and present financial insights to leadership, supporting strategic decisions
Assist in corporate financial planning, budgeting, and forecasting
Qualifications:
Experience in solar asset finance modeling.
Proven track record of raising asset-level financing.
Familiarity with GAAP accounting principles is a plus.
Benefits:
Competitive compensation package, including base salary, equity opportunities, and performance-based bonuses
Comprehensive health, dental, and vision insurance coverage
Generous vacation time and paid time off benefits
If you are interested in this opportunity, please apply here or reach out to me directly, *************************
Head of Finance | Series A SaaS | DevOps
Finance Associate Job 14 miles from Los Altos
Head of Finance | Series A SaaS
Harmonic is excited to be working exclusively with a with rapidly growing SaaS start-up that are looking for a Head of Finance to lead their finance team.
This incredibly innovative business was founded in 2021 by second-time startup founders and ex-Uber and Netflix lead engineers after they successfully exited their previous business. In just a couple of years they have built some of the most disruptive enterprise dev-ops tools in their space and are backed by very reputable VC firms.
After securing a significant Series A funding round, this company tripled its ARR last year and doubled its team size. They're on track to sustain this momentum, aiming to reach nearly $30M ARR by the end of 2025.
The company is looking to add someone who is ambitious, hardworking, and wants to progress their career quickly. Culturally, the business is filled with incredibly talented, experienced and driven people who are focused on maintaining a strong 'start-up' feel where collaboration is encouraged.
The Role:
This position will be the number one role in finance and have a lot of exposure to the C-suite reporting directly to the CEO.
You will be responsible for leading a best-in-class FP&A function and playing a pivotal point in facilitating consistent growth across business.
We are looking for an incredibly commercially astute with an exceptional knowledge of SaaS metrics and how to turn these into actionable insights.
Duties:
Building out a high performing FP&A function
Extensive liaising with stakeholders and providing commercial data and insight to support internal departments.
In depth analysis of company performance, including identifying key KPI's and SaaS metrics to help identify areas of opportunity.
Responsible for all financial planning, budgeting and forecasting activities
Developing and maintaining financial models for revenue, product, cost, sales ops etc
Business partnering with operations and sales teams to improve internal reporting processes
Liaising with external stakeholders to support expansion including building board packs and support future fundraising activity
Manage the relationship with the external outsourced accounting group
Ad hoc strategy projects
What you need (Essential)
Bachelor's degree or equivalent experience
7+ years in FP&A
Experience working within a start-up SaaS organization
Passion for technology and working in a fast-paced environment
Experience in leading and building out a finance function
Acute eye for detail and high working standards
Excellent verbal and written communication
What we'd like to see (Bonus)
Investment Banking experience
Experience joining a startup as the first finance leader
Fundraising experience
Location: Fully remote (Bay area / Seattle preferred)
Salary: $200,000 - $240,000 + Bonus + equity
Financial Analyst
Finance Associate Job 32 miles from Los Altos
Job Title: Financial Analyst V
Duration: 12 Months Contract
Pay : $60/hr- $62/hr on W2 without benefits.
This role will contribute to business planning and forecasting, including the development of annual operating budgets, consolidating various financial aspects within the network infrastructure domain and support ad hoc strategic projects, to deliver business analytics and insights. This includes working closely with business partners, accounting and other cross functional teams. Here are the key responsibilities:
Job Responsibilities:
Gather, consolidate, and analyze operating and financial results, including preparing internal and external reporting deliverables and analyzing and explaining trends & drivers
Assist with senior management business and financial planning, including presentations and key analysis requests
Partner with cross-functional teams, including Finance, Accounting, IT, and other teams, to drive scalable analyses and insights
Conduct ad hoc financial analysis for Capex, Opex or headcount to support decision making processes
Skills:
Detail-oriented, organized, and demonstrated ability to multi-task and shift priorities quickly under pressure and tight deadlines
Experience developing frameworks and solutions to high-level questions with limited supervision; Strong financial modeling skills
Proficiency in Google Sheets and Excel to collect, organize, and analyze data is essential.
A strong understanding of financial concepts, including budgeting, forecasting, and financial analysis
Nice to Have Skills:
Experience with Hyperion EPM/Essbase (or equivalent)
SQL Experience
Consolidation Experience: Proven experience in consolidating financial data from multiple sources, including actuals, forecasts, and budgets
Opex Management/Forecasting:
Experience in managing operational expenses (opex).
Experience supporting Infrastructure business
Education/Experience:
BA/BS in Business, Finance, Economics, or equivalent
5 + years of finance or financial planning and analysis experience.
Poster Name : Ammar Bin Anis
Email : ****************************
Internal ID : 25-34723
About US Tech Solutions:
US Tech Solutions is a global staff augmentation firm providing a wide range of talent on-demand and total workforce solutions. To know more about US Tech Solutions, please visit ************************
US Tech Solutions is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity,
national origin, disability, or status as a protected veteran.
IMPORTANT NOTICE: For California Applicants:
Pursuant to the California Fair Chance Act, Los Angeles County Fair Chance Ordinance for Employers, Los Angeles Fair Chance Initiative for Hiring Ordinance, and San Francisco Fair Chance Ordinance, qualified applicants will be considered for assignment with arrest and conviction records. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, meet client expectations, standards, and accompanying requirements, and safeguard business operations and company reputation.
College Financial Representative
Finance Associate Job 12 miles from Los Altos
Recognized by FORTUNE as one of the "World's Most Admired" companies, Northwestern Mutual (NM) has been among the leaders in the financial services industry for nearly 170 years. NM has a proven track record of financial success.
Our internship program mimics our full-time Financial Representative career, allowing you to:
Learn how to prospect and network to build your business and client base
Develop and execute on a business strategy
Call on potential clients and set meetings to understand their financial goals
Prepare plans and offer useful recommendations
Gain exposure to proprietary planning software platforms
Engage in weekly coaching, training, and development meetings
Receive Risk Product State Licensing: Life, Accident, and Health
Build life skills that create future career opportunities
As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation.
Are you a fit for this internship?
Full-time student; Sophomores and Juniors preferred
Located in the Bay Area within commuting distance of Campbell, CA
Entrepreneurial ambitions and curiosity for sales
Highly involved on campus (leader, athlete, campus orgs, student government, etc.)
Excellent time-management skills
Interest in financial literacy and planning tools
Business savvy and desire to increase critical thinking abilities
Why join Northwestern Mutual
Fortune 500 company (2023)
Top 100 Internship Programs, Yello x WayUp (2022)
5.0+ million clients and growing2
$257 billion retail investment client assets held or managed by Northwestern Mutual3
Forbes' Best Employers for Diversity (2018-2021)
Unsurpassed financial strength4
Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)