Finance Systems, Finance & Strategy
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Join to apply for the Finance Systems, Finance & Strategy role at Anthropic Join to apply for the Finance Systems, Finance & Strategy role at Anthropic About Anthropic Anthropic’s mission is to create reliable, interpretable, and steerable AI systems. We want AI to be safe and beneficial for our users and for society as a whole. Our team is a quickly growing group of committed researchers, engineers, policy experts, and business leaders working together to build beneficial AI systems. About Anthropic Anthropic’s mission is to create reliable, interpretable, and steerable AI systems. We want AI to be safe and beneficial for our users and for society as a whole. Our team is a quickly growing group of committed researchers, engineers, policy experts, and business leaders working together to build beneficial AI systems. About The Role Anthropic is seeking an experienced Finance Systems professional to serve as the primary administrator and developer for our Enterprise Performance Management (EPM) systems. In this individual contributor role, you will personally develop, maintain, and optimize sophisticated solutions that support our financial planning, budgeting, forecasting, and reporting processes. This position requires someone who excels at hands-on systems administration and development while contributing technical architecting expertise to support complex business requirements. As our EPM platform administrator, you will own the day-to-day operations of mission-critical enterprise planning and analytics systems that support full-year budgeting, daily/monthly/quarterly forecasting, long-range modeling, management reporting, performance measurement, and earnings support. You will work closely with the Finance BI and Analytics team to implement advanced data strategies and reporting frameworks that support our rapid growth and complex business needs. Responsibilities Systems Administration and Development Serve as the primary administrator for our EPM system (Pigment), ensuring optimal functionality, performance, and reliability through daily operational oversight Develop, maintain, and enhance EPM models to support comprehensive financial planning, budgeting, forecasting, and reporting processes Execute hands-on development of planning and analytics solutions for various business units, focusing on quick and scalable implementations Ensure the integrity and accuracy of data within EPM systems through systematic monitoring, validation, and quality control processes Manage financial data integrations across Pigment, NetSuite, and other source systems, ensuring seamless data flow and consistency Provide ongoing system maintenance, updates, and performance optimization to support growing user base and data volumes Develop and maintain comprehensive system documentation, including technical specifications, user guides, and operational procedures Technical Integration and Data Management Project manage EPM integrations with enterprise systems, working with technical teams to ensure robust connectivity and data accuracy Oversee system hierarchy, security configurations, and metadata management to align with business requirements and compliance standards Partner with Accounting, Procurement, and other teams to implement and maintain integrations between EPM systems and enterprise applications Execute technical workstreams to enhance existing processes with focus on performance improvement and system optimization Collaborate with third-party contractors and vendors on technical implementations and system support Advanced Planning and Analytics Development Build and maintain flexible performance tools and services to enable closed-loop performance management and effective decision-making Implement and optimize financial models for P&L and cash flow management, improving predictability and analytical insight Develop scenario planning capabilities and predictive analytics features that support strategic planning initiatives Collaborate with the BI and Analytics team to design and implement reporting and analytics strategies Build scalable financial planning and modeling capabilities to enable best-in-class budgeting, forecasting, and long-range planning processes User Support and Stakeholder Collaboration Serve as the primary technical point of contact for EPM system users across Finance, FP&A, and other business units Provide comprehensive technical and functional training and support to end-users on system functionality and best practices Lead change management initiatives to ensure successful system adoption and user engagement across the organization Translate business requirements into technical specifications and system configurations Act as subject matter expert for troubleshooting system issues and implementing performance improvements System Architecture Support Contribute to long-term systems roadmap development in collaboration with the ERP/Accounting systems lead, providing technical input on system enhancements and strategic improvements to ensure a holistic and scalable systems architecture Design technical solutions based on stakeholder requirements, translating business needs into system specifications Research and develop innovative solutions including web data connectors, custom applications, and integration technologies Provide technical expertise on system architecture decisions and evaluate new technologies for potential implementation Exercise technical judgment in designing solutions and analyzing system outputs for accuracy and performance optimization You May Be a Good Fit If You Have 8+ years of experience in hands-on EPM systems administration and development with deep technical expertise Are highly skilled at day-to-day system administration, maintenance, and development work with proven ability to work independently Have extensive hands-on experience with EPM platforms (Pigment, Anaplan, TM1, Adaptive Planning) with focus on system operations and development Possess strong technical knowledge of system integrations, data management, and financial planning system operations Demonstrate expertise in data validation, system performance optimization, and operational troubleshooting Have proven success maintaining complex finance systems with excellent technical problem-solving abilities Show experience working with Finance teams and stakeholders to implement technical solutions that meet business requirements Are proficient in system documentation, user training, and technical support processes Strong Candidates May Have Technical degree in Information Systems, Computer Science, or equivalent hands-on experience in financial systems Experience at high-growth technology companies in EPM systems administration or development roles Background in maintaining EPM solutions for companies with complex financial planning requirements Experience with cloud-based enterprise systems, APIs, and modern integration technologies Track record of personally maintaining and enhancing financial systems that support large user bases Experience with scripting, automation, and custom development within EPM platforms Technical expertise in developing driver-based planning models and complex financial calculations Familiarity with financial planning processes and best practices from a systems perspective Annual Salary The expected salary range for this position is: $265,000 - $15,000 USD Logistics Education requirements: We require at least a Bachelor's degree in a related field or equivalent experience. Location-based hybrid policy: Currently, we expect all staff to be in one of our offices at least 25% of the time. However, some roles may require more time in our offices. Visa sponsorship: We do sponsor visas! However, we aren't able to successfully sponsor visas for every role and every candidate. But if we make you an offer, we will make every reasonable effort to get you a visa, and we retain an immigration lawyer to help with this. We encourage you to apply even if you do not believe you meet every single qualification. Not all strong candidates will meet every single qualification as listed. Research shows that people who identify as being from underrepresented groups are more prone to experiencing imposter syndrome and doubting the strength of their candidacy, so we urge you not to exclude yourself prematurely and to submit an application if you're interested in this work. We think AI systems like the ones we're building have enormous social and ethical implications. We think this makes representation even more important, and we strive to include a range of diverse perspectives on our team. How We're Different We believe that the highest-impact AI research will be big science. At Anthropic we work as a single cohesive team on just a few large-scale research efforts. And we value impact — advancing our long-term goals of steerable, trustworthy AI — rather than work on smaller and more specific puzzles. We view AI research as an empirical science, which has as much in common with physics and biology as with traditional efforts in computer science. We're an extremely collaborative group, and we host frequent research discussions to ensure that we are pursuing the highest-impact work at any given time. As such, we greatly value communication skills. The easiest way to understand our research directions is to read our recent research. This research continues many of the directions our team worked on prior to Anthropic, including: GPT-3, Circuit-Based Interpretability, Multimodal Neurons, Scaling Laws, AI & Compute, Concrete Problems in AI Safety, and Learning from Human Preferences. Come work with us! Anthropic is a public benefit corporation headquartered in San Francisco. We offer competitive compensation and benefits, optional equity donation matching, generous vacation and parental leave, flexible working hours, and a lovely office space in which to collaborate with colleagues. Guidance on Candidates' AI Usage: Learn about our policy for using AI in our application process Seniority level Seniority level Mid-Senior level Employment type Employment type Full-time Job function Job function Finance and Sales Industries Research Services Referrals increase your chances of interviewing at Anthropic by 2x Sign in to set job alerts for “Finance Specialist” roles. Associate/Senior Associate, Investment (Tech & Consumer, US) (To be based in San Francisco) Equity Financial Analyst - San Francisco San Francisco, CA $125,000 00- 200,000.00 2 years ago San Francisco, CA 110,000.00- 140,000.00 3 days ago San Francisco, CA 100,000.00- 115,000.00 2 days ago Associate/Senior Associate, Investment (Healthcare & Life Sciences-Americas) San Francisco, CA 120,000.00- 195,000.00 3 days ago San Francisco, CA 110,000.00- 150,000.00 6 days ago San Francisco, CA 85,000.00- 105,000.00 3 weeks ago Financial Analyst, Core Analytics, YouTube Finance San Bruno, CA 113,000.00- 162,000.00 3 days ago San Francisco, CA 135,000.00- 160,000.00 2 weeks ago San Francisco, CA 100,000.00- 150,000.00 1 month ago San Francisco, CA 147,200.00- 220,800.00 5 days ago Foster City, CA 102,600.00- 145,150.00 2 weeks ago Foster City, CA 102,600.00- 145,150.00 23 hours ago Oakland, CA 136,156.80- 165,505.59 3 days ago San Francisco, CA 120,400.00- 159,500.00 2 months ago Alameda, CA 72,100.00- 114,700.00 1 week ago Analyst, Investment Banking – Technology – (San Francisco) San Francisco, CA $110 000.00- 135,000.00 2 weeks ago Finance Business Operations Associate, Wearables Manager, Strategic Finance - LinkedIn Marketing Solutions (GTM) San Francisco, CA 125,000.00- 202,000.00 1 day ago San Francisco, CA 85,000.00- 135,000.00 1 day ago San Francisco, CA 80,000.00- 88,500.00 2 weeks ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr
Sr. Finance Analyst, Corporate Finance
Posted 4 days ago
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Leading the future in luxury electric and mobility
At Lucid, we set out to introduce the most captivating, luxury electric vehicles that elevate the human experience and transcend the perceived limitations of space, performance, and intelligence. Vehicles that are intuitive, liberating, and designed for the future of mobility.
We plan to lead in this new era of luxury electric by returning to the fundamentals of great design where every decision we make is in service of the individual and environment. Because when you are no longer bound by convention, you are free to define your own experience.
Come work alongside some of the most accomplished minds in the industry. Beyond providing competitive salaries, were providing a community for innovators who want to make an immediate and significant impact. If you are driven to create a better, more sustainable future, then this is the right place for you.
We are seeking a Sr. Finance Analyst, Corporate Finance with a solid academic background and a desire to influence a cleaner future through the electrification of the transportation space. This role will play an integral part of the corporate team that directly supports the functional leaders and helps secure the success of the company. If you are detail-oriented, able to multitask and like to take on new challenges, then we want to talk with you!
You Will:
- Lead the budgeting, forecasting and reporting process including headcount, operating expenses and capital expenditures.
- Develop effective planning, reporting, and analysis processes for all administrative teams. Responsible for functional spend models, return on investment analyses and assisting in contract negotiations.
- Consolidate and analyze financial data including reconciliations, period-to-period variance analysis, establishing relevant KPI and cost targets, analyzing operating cost changes with insightful explanations. Develop annual operating plans and provide monthly financial forecasts.
- Facilitate operating team alignment and decision making, present data in cohesive reports that provide clear communication and recommendations.
- Actively participate with management to guide and influence long term and strategic decision making within the broadest scope.
- Provide objective business consultancy, business case assessments and financial guidance to administrative teams.
- Partner closely with all internal stakeholders and operating teams to provide clear financial inputs and provide guidance on operational decisions.
- Additional ad-hoc assignments and projects supporting departments across the organization including month-end financial reporting, longer-term Business Plan development, benchmarking and process analysis.
- Provide new perspectives to identify and propose opportunities for improvement across processes and business functions.
You Bring:
- Bachelors degree in Finance, Engineering or related field.
- Masters degree in Business Administration (MBA), preferred.
- At least 2-5 years of relevant experience, with a minimum of 2 years of variance analysis experience (actuals to forecast comparison) and period-to-period analysis.
- Proven technical, quantitative and critical-thinking skills, high level of independent judgment, initiative and creativity to identify and clearly communicate key performance drivers to senior management.
- Ability to manage multiple projects and assignments with a high degree of autonomy and accountability for results.
- Demonstrated effective written, interpersonal and oral communication skills. Established ability using Microsoft Office suite, particularly high proficiency with Excel and PowerPoint.
- Experience utilizing ERP system and Business Intelligence tools to support forecast updates, analytical review of actual results and annual budgeting processes; preferably experience with SAP/S4 HANA.
- Finance Analyst experience at an Automotive OEM or Tier 1 Supplier, a huge plus!
At Lucid, we dont just welcome diversity - we celebrate it! Lucid Motors is proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, national or ethnic origin, age, religion, disability, sexual orientation, gender, gender identity and expression, marital status, and any other characteristic protected under applicable State or Federal laws and regulations.
Salary Range : The compensation range for this position is specific to the locations listed below and is the range Lucid reasonably and in good faith expects to pay for the position taking into account the wide variety of factors that are considered in making compensation decisions, including job-related knowledge; skillset; experience, education and training; certifications; and other relevant business and organizational factors.
Additional Compensation and Benefits : Lucid offers a wide range of competitive benefits, including medical, dental, vision, life insurance, disability insurance, vacation, and 401k. The successful candidate may also be eligible to participate in Lucids equity program and/or a discretionary annual incentive program, subject to the rules governing such programs. (Cash or equity incentive awards, if any, will depend on various factors, including, without limitation, individual and company performance.)
To all recruitment agencies : Lucid Motors does not accept agency resumes. Please do not forward resumes to our careers alias or other Lucid Motors employees. Lucid Motors is not responsible for any fees related to unsolicited resumes.
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#J-18808-LjbffrFinancial Reporting Lead
Posted today
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Anthropic's mission is to create reliable, interpretable, and steerable AI systems. We want AI to be safe and beneficial for our users and for society as a whole. Our team is a quickly growing group of committed researchers, engineers, policy experts, and business leaders working together to build beneficial AI systems.
About the role
We are seeking an experienced Financial Reporting Lead to join our Finance team at Anthropic. In this critical role, you will be responsible for overseeing all aspects of our financial reporting processes, ensuring compliance with US GAAP, and leading the implementation and optimization of our reporting systems. As we continue to scale, you will play a pivotal role in establishing robust reporting frameworks that support our growth while maintaining the highest standards of accuracy and transparency.
You will work closely with our Controller, CFO, and cross-functional teams to deliver timely and accurate financial statements, manage external audit processes, and drive continuous improvements in our reporting capabilities. This role offers the opportunity to shape the financial reporting infrastructure of a leading AI company while working at the forefront of transformative technology.
Responsibilities:
* Lead the preparation and review of all external financial reporting, including quarterly and annual financial statements, ensuring full compliance with US GAAP and applicable reporting standards
* Manage the month-end, quarter-end, and year-end close processes, coordinating with accounting teams to ensure timely and accurate completion
* Oversee technical accounting research and documentation for complex transactions, including revenue recognition (ASC 606), lease accounting (ASC 842), stock-based compensation (ASC 718), and other relevant standards
* Lead the implementation and optimization of Workiva for financial reporting, controls documentation, and SOX compliance
* Serve as the primary liaison with external auditors, managing audit timelines, coordinating responses, and ensuring efficient completion of audit procedures
* Design and implement internal controls over financial reporting (ICFR) in preparation for potential future public company requirements
* Partner with the Finance Systems team to ensure seamless integration between ERP systems and reporting platforms
* Develop and maintain comprehensive accounting policies and procedures documentation
* Mentor and develop team members, fostering a culture of continuous improvement and technical excellence
* Collaborate with FP&A and Strategic Finance teams to ensure alignment between management and external reporting
* Lead special projects including system implementations, process improvements, and reporting automation initiatives
You may be a good fit if you:
* Have 8+ years of progressive accounting and financial reporting experience, with at least 3 years in a leadership role
* Possess deep expertise in US GAAP and have experience with both AICPA and SEC reporting standards
* Have hands-on experience leading Workiva implementations and optimizing the platform for financial reporting workflows
* Are proficient with multiple ERP systems, particularly NetSuite and either Oracle Fusion or Workday Financials
* Have experience managing SOX compliance programs and working with external auditors
* Demonstrate exceptional attention to detail while maintaining the ability to see the big picture
* Excel at translating complex accounting concepts to non-finance stakeholders
* Thrive in fast-paced, dynamic environments and can adapt quickly to changing priorities
* Are passionate about building scalable processes and systems that grow with the organization
* Care about the societal impacts of your work and are excited about Anthropic's mission to build safe, beneficial AI
Strong candidates may also have:
* CPA certification (active or inactive)
* Big 4 public accounting experience with technology sector clients
* Experience taking a company through an IPO or working in a public company environment
* Expertise in emerging accounting standards and their implications for technology companies
* Knowledge of international accounting standards (IFRS)
* Experience with other reporting tools such as BlackLine, FloQast, or similar platforms
* Background in AI/ML companies or other high-growth technology sectors
* Experience building financial reporting functions from the ground up
* Advanced Excel and data manipulation skills, including experience with Python or SQL for reporting automation
The expected salary range for this position is:
Annual Salary:
$230,000-$300,000 USD
Logistics
Education requirements: We require at least a Bachelor's degree in a related field or equivalent experience.
Location-based hybrid policy: Currently, we expect all staff to be in one of our offices at least 25% of the time. However, some roles may require more time in our offices.
Visa sponsorship: We do sponsor visas! However, we aren't able to successfully sponsor visas for every role and every candidate. But if we make you an offer, we will make every reasonable effort to get you a visa, and we retain an immigration lawyer to help with this.
We encourage you to apply even if you do not believe you meet every single qualification. Not all strong candidates will meet every single qualification as listed. Research shows that people who identify as being from underrepresented groups are more prone to experiencing imposter syndrome and doubting the strength of their candidacy, so we urge you not to exclude yourself prematurely and to submit an application if you're interested in this work. We think AI systems like the ones we're building have enormous social and ethical implications. We think this makes representation even more important, and we strive to include a range of diverse perspectives on our team.
How we're different
We believe that the highest-impact AI research will be big science. At Anthropic we work as a single cohesive team on just a few large-scale research efforts. And we value impact - advancing our long-term goals of steerable, trustworthy AI - rather than work on smaller and more specific puzzles. We view AI research as an empirical science, which has as much in common with physics and biology as with traditional efforts in computer science. We're an extremely collaborative group, and we host frequent research discussions to ensure that we are pursuing the highest-impact work at any given time. As such, we greatly value communication skills.
The easiest way to understand our research directions is to read our recent research. This research continues many of the directions our team worked on prior to Anthropic, including: GPT-3, Circuit-Based Interpretability, Multimodal Neurons, Scaling Laws, AI & Compute, Concrete Problems in AI Safety, and Learning from Human Preferences.
Come work with us!
Anthropic is a public benefit corporation headquartered in San Francisco. We offer competitive compensation and benefits, optional equity donation matching, generous vacation and parental leave, flexible working hours, and a lovely office space in which to collaborate with colleagues. Guidance on Candidates' AI Usage: Learn about our policy for using AI in our application process
Finance Associate
Posted today
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Seeking a Finance Associate who will be a key member of the finance team and will be responsible for providing finance-related and accounting support for the Division and its faculty. This exciting opportunity in a rapidly growing Division will require excellent judgment, communication, and interpersonal skills, and the ability to take initiative and follow through. The successful candidate is independently motivated, will work as part of a collaborative team, and contribute to a positive and productive work culture. The candidate must also have excellent interpersonal and communication skills that allow for interactions with a diverse academic and medical community. Our Division is comprised of 130 faculty members (and growing) spanning 5 diverse clinical sections, across 3 facilities in the Bay Area (Stanford Health Care, Sequoia Hospital, and Tri-Valley). We are committed to excellence in clinical inpatient medicine, medical education, quality improvement, patient safety initiatives, and a broad research portfolio ranging from COVID-19 clinical trials to informatics and AI.
**Duties Include:** Review transactions, support documents, journal postings, etc. for accuracy, consistency, authorizations and compliance. Monitor transactions in accounting systems for clearing and outstanding items. Compile, maintain, and review data and daily reports for accuracy. Generate standardized financial reports. Resolve transactional inquiries, escalate broader issues. May be responsible for p-card administration, processing, travel cards and expendable reimbursements. May establish accounts in financial systems; prepare invoices. Respond to transactional inquiries from client groups. Participate in new initiatives, as needed such as user testing. Maintain accounting/finance departmental files and desktop procedures and process documents for area of responsibility. Ensure compliance with university policies, and federal regulations and requirements. Review, process, gather, and compile accounting transactions and documents for completeness, accuracy, and compliance.
**Desired Qualifications:** Exceptional time management and organizational skills Demonstrated ability to prioritize own work, multitask, and respect deadlines Excellent attention to detail and accuracy Excellent written, oral, and interpersonal communication skill Personal effectiveness and credibility
**Knowledge, Skills and Abilities (Required):** Ability to operate computerized office applications and accounting systems. Ability to clearly and effectively communicate information to internal audiences and client groups. Knowledge of basic accounting procedures.
Finance Associate
Posted today
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Job Description
About Asian Pacific Islander Legal Outreach
API Legal Outreach is the largest social justice legal organization focused on the Asian/Pacific Islander, Latinx, and immigrant communities of the Greater Bay Area and the Central Valley. A growing community-based organization founded in 1975, our mission is to provide culturally competent and linguistically appropriate direct services to the most marginalized segments of our community including low-income women, seniors, immigrants, and youth. With offices in Oakland and San Francisco, our work is focused in the areas of Gender based Violence, Immigration and Immigrant Rights, Disability Rights, Senior Law and Elder Abuse, Anti-Human Trafficking, Youth Violence Prevention, Anti API Hate Violence, the preservation of affordable housing and small businesses, and other social justice issues.
Position Overview
Reporting to the Finance Coordinator, the Finance Associate will assist in managing finances . This role is based primarily in our Oakland office, with additional responsibilities linked to our San Francisco office. The role requires a strong commitment to social justice, with frequent interactions with a wide range of stakeholders. The ideal candidate will be dedicated to serving underserved Asian and Pacific Islander communities and BIPOC communities in the Greater Bay Area.
Key Responsibilities:
- Assist in managing finances of APILO, including task such as reconciling general
ledger accounts to reports; preparing budgets, invoices, and financial reports; assist
with annual audit preparation. - Coordinate fiscal administration of grants and contracts, including grant
reporting and communications with grant monitors. - Assisting Finance Coordinator in fiscal oversight including maintaining financial
databases involving bank accounts, inventory control, clients and donors. - Represent the organization at meetings with funders and government entities.
- Assist with other office tasks as necessary.
Minimum Qualifications
- Excellent written and oral communication skills
- Proficiency with PC systems (Word, Database, Excel, QuickBooks and/or other non-profit accounting programs)
- Ability to work well in a team-oriented, multi-cultural environment
- Demonstrated commitment to social justice and to serve disadvantaged persons in the community
Preferred Qualifications
- Accounting degree, bookkeeping experience, and/or relevant work experience
- Demonstrated commitment to social justice and to serve disadvantaged persons
in the Asian/Pacific Islander community. - Excellent written and oral communication skills.
- Excellent working knowledge of personal computer; word processing, database,
Excel, and QuickBooks Pro and/or other nonprofit accounting programs. - Self motivated team player, with strong work ethic.
- Ability to work well in a team-oriented, multi-cultural environment.
- Bilingual and bicultural skills in Asian/Pacific language or Spanish a plus.
Compensation and Benefits:
- Pre-tax 403(b) retirement plan with employer matching funds
- 14 paid holidays, including floating holiday
- PTO, sick leave
- 100% employer-paid options for medical, dental, and vision plans
- pre-tax Flexible Spending Accounts
To Apply:
Please click on the links below to apply and send your cover letter and resume with three professional references. In the subject line, please write Finance Associate. In your cover letter, please address the following questions: Why did you apply to APILO? How does the mission inspire you? How does your background and experience support APILOs work?
Equal Employment Opportunity:
API Legal Outreach is an equal opportunity employer to all, regardless of age, ancestry, color, disability (mental and physical), exercising the right to family care and medical leave, gender, gender expression, gender identity, genetic information, marital status, medical condition, military or veteran status, national origin, political affiliation, race, religious creed, sex (includes pregnancy, childbirth, breastfeeding and related medical conditions), and sexual orientation.
Finance Associate
Posted today
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Job Description
JOB SUMMARY The Finance Associate is responsible for general duties in support of the OpCo (operating company) operations and works in collaboration with SBS (Sysco Business Services) to assist in resolving exceptions and issues. Specific duties will including, handling of local payments, deposits, managing petty cash, will call transactions, scanning of supporting documentation, and local regulatory compliance. This Finance role is responsible for performing selected Finance and accounting duties that are transactional or administrative. RESPONSIBILITIES Performing deposits of all cash/manual payments that come directly to the OpCo (operating company) Scanning of back up support for checks, remittances, and other customer documents. Responsible for managing petty cash fund and replenishments Responsible for scanning invoices and receiving packets at the OpCo. Responsible for reporting issues within quality control and providing documentation to the SBS processing teams. Work closely with the quality control teams to ensure claims are submitted to obtain supplier credits Responsible for maintaining and reporting regulatory compliance (i.e. USDA, food safety documentation, etc.). Responsible for handling will call transactions involving payments from customers and employees. Includes processing of employee purchases. QUALIFICATIONS Education High School diploma required Experience 2+ years of finance and/or administration experience focused on document flow and handling transactional processing with deposit processing experience preferred Professional Skills Ability to write routine reports and correspondence. Ability to speak effectively before groups of customers or associates of an organization. Must have exemplary listening skills to facilitate effective two-way communication. Strong problem-solving skills. Strong verbal and written communication skills. Excel proficient. Physical Demands While performing the duties of this job, the employee is regularly required to sit, stand, walk and use hands and fingers to operate a computer keyboard, mouse, and telephone to talk and hear. The employee is frequently required to sit and reach with hands and arms. The employee must occasionally lift and/or move up to 20 pounds. #J-18808-Ljbffr
Finance Associate
Posted today
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Job Details: LeadStack Inc. is an award-winning, one of the nation’s fastest-growing, certified minority-owned (MBE) staffing services provider of contingent workforce. As a recognized industry leader in contingent workforce solutions and Certified as a Great Place to Work, we’re proud to partner with some of the most admired Fortune 500 brands in the world. Title:Finance Associate Max Pay Rate: $28/hr-$31.54/hr W2 Duration: 09/29/2025 - 08/31/2026 Location: Hybrid (required onsite 2 days per week) - Palo Alto, CA 94304 Schedule/Shift: Monday through Friday, 8:30 AM - 5:30 PM PST Parking: Candidates are responsible for paying for parking on their own expenses Description: Duties include: Review transactions, support documents, journal postings, etc. for accuracy, consistency, authorizations and compliance. Monitor transactions in accounting systems for clearing and outstanding items. Compile, maintain, and review data and daily reports for accuracy. Generate standardized financial reports. Resolve transactional inquiries, escalate broader issues. May be responsible for p-card administration, processing, travel cards and expendable reimbursements. May establish accounts in financial systems; prepare invoices. Respond to transactional inquiries from client groups. Participate in new initiatives, as needed such as user testing. Maintain accounting/finance departmental files and desktop procedures and process documents for area of responsibility. Ensure compliance with university policies, and federal regulations and requirements. Review, process, gather, and compile accounting transactions and documents for completeness, accuracy, and compliance. DESIRED QUALIFICATIONS: • Exceptional time management and organizational skills • Demonstrated ability to prioritize own work, multitask, and respect deadlines • Excellent attention to detail and accuracy • Excellent written, oral, an interpersonal communication skills • Personal effectiveness and credibility KNOWLEDGE, SKILLS AND ABILITIES (REQUIRED): Bachelor’s degree required. Ability tooperate computerized office applications and accounting systems. Ability to clearly and effectively communicate information to internal audiences and client groups. Knowledge of basic accounting procedures. ___ Best Regards, Mohammed Yousuf Sr. Recruiter C. E A. 611 Gateway Blvd, Ste 120 South San Francisco, CA 94080 W. #J-18808-Ljbffr
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Finance Associate
Posted today
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Founded by pioneers in the field, Fuller & Thaler Asset Management, Inc. (“FullerThaler”) is a leading, private, employee-owned investment management firm with less than 30 employees, known for its distinct behavioral approach to investing. Currently, we manage and advise approximately $32 billion across a diversified investor base consisting primarily of financial intermediaries and institutional investors. FullerThaler operates in a collaborative environment, valuing innovation and expertise to drive its continued success. We’re currently seeking a full-time highly qualified, entrepreneurial-minded candidate to join our Financial Operations team. What You Will Do You will assist the Chief Financial, Legal, Compliance Officer in maintaining key financial, legal, and compliance functions. You will work closely with our outsourced vendors and internal teams to ensure seamless internal processes and efficient operations. Key Responsibilities Accounts Payable: Collaborate with vendors in AP processes, ensuring timely and accurate documentation, payments and journal entries. Approve invoices and expense reimbursements. Process payments. Accounts Receivable: Coordinate with internal and external parties in the AR process, ensuring timely and accurate receipts and journal entries. Payroll: Collaborate with payroll vendors in the payroll process, ensuring payroll inputs are accurate and up to date. Annual payroll reconciliation. Compensation and Benefits: Collaborate with benefits vendors to administer employee benefits, including medical/dental/vision/life/disability insurance, HSA, 401k, voluntary, stock, and defined benefit plans. Prepare annual and pro forma compensation statements, assist with insurance and benefits renewals, assist with filings and audits. HR : Administer employee onboarding and offboarding processes, including background checks. Administer employee handbook and other policies and procedures. Accounting and Tax: Monitor and review monthly accounting package and budget and forecast prepared by accounting team for accuracy. Journal entries as needed. Assist with corporate audit and tax return preparation and filing processes, preparing PBC information to external tax and audit firms and reviewing draft tax returns and financials; Work with team to ensure tax and other filings are done timely (CA SOI, property tax, 1099s, etc) Other internal financial reporting and analysis as needed. Project Support: Assist in evaluating and transitioning vendors (such as payroll providers, banking relationships, corporate credit cards, compliance applications, and other consultants and vendors, as needed). Other projects as needed. Policies and Procedures: Assist in developing, monitoring, and assessing accounting operations and internal controls and company policies and offer recommendations for improvement and implementing new requirements and processes. Compliance: Assist with accounting, financial, tax, HR and other applicable regulatory compliance, including Code of Ethics, compliance program, client reporting, soft dollars, regulatory filings, investment guidelines review, GIPS verification. Financial and HR oriented responsibilities are expected to be approximately 75%+ of time spent and compliance and legal oriented responsibilities are expected to be around 25% initially. What You Will Need for Success in this Role Successful attributes for this role include a high level of personal integrity and initiative, strong analytical and problem-solving skills, and also outstanding collaboration skills along with a strong work ethic and good judgment. The candidate should display comfort with autonomy and an ability to manage time effectively in the face of shifting priorities. Job Requirements At least 3-5 years of experience, ideally in an accounting, operations, financial, administration, or similar role, and within the financial services industry Excellent written and verbal communication skills Strong analytical and problem-solving skills Attention to detail and the ability to multi-task and work efficiently Ability to learn quickly and thrive in a complex, dynamic environment, demonstrating solid judgment, planning, and organization skills Strong work ethic Proficiency with Microsoft Office products, especially Word and Excel Experience with Quickbooks or other accounting software ideal Additional Information The role should not be considered a “remote” or “virtual” job. Located in San Mateo, CA, candidates must reside in the San Francisco Bay Area and expect to work in the office. Compensation will be competitive and commensurate with education and experience. The position is full-time and exempt from overtime pay. In addition, we offer one of the most generous and comprehensive benefits packages in our area and industry including health, dental, vision, disability, and life insurance, 401(k) and profit sharing. Expenses for the CFA or other relevant designations will be reimbursed upon successful completion. This position can expect to earn a base salary between ninety thousand and one hundred fifty thousand dollars annually, plus a discretionary bonus and other benefits some of which are listed above. This represents the expected salary range for this position. Pay is based on a number of factors including education, job-related knowledge, skills, and experience, certifications, and other job and business-related factors. Other forms of compensation may be provided as part of a total compensation package. A background check will be conducted after a conditional offer of employment. Visit our website for more information at FullerThaler is an equal opportunity employer. Please refer to our Applicant Privacy Notice which contains important information on how we handle your nonpublic personal information. For candidates with limited experience, we may offer an internship which has the option to transition to a full-time role. Fuller & Thaler Asset Management, Inc. (F&T or FullerThaler) Applicant Privacy Notice The privacy and security of your personal data (the “Personal Information”) which we collect from you is very important to us. It is equally important that you understand how we handle this data. By applying for employment with F&T, you expressly acknowledge that you have read, understand and agree to all of the terms of this Privacy Notice as outlined below and as it may be modified by us from time to time with or without prior notice. Collection of Information In the course of conducting our business and complying with federal, state, and local government regulations governing such matters as employment, tax, insurance, etc., we must collect Personal Information from you. The nature of the Personal Information collected varies somewhat for each applicant, depending on the position responsibilities, your citizenship, the location of the facility where you may work, and other factors. We collect Personal Information from you solely for business purposes, including those related directly to your application and prospective employment with F&T, and those required by governmental agencies. Data collected may include, without limitation, such things as: Your name Phone number(s) Email address(es) Mailing address Current and past residential addresses Information contained in background checks Resume with employment history and education information Government identification documents and numbers, e.g., Social Security number, driver’s license number Date of birth Anyone who sends unsolicited Personal Information to F&T by any means, e.g., mail, email, or fax, expressly consents to the storage, destruction, processing, or disclosure of the data, as well as any other reasonable business-related use by F&T or any government agency of the unsolicited data. F&T will not knowingly collect or use Personal Information in any manner not consistent with this Notice, as it may be amended from time to time, and applicable laws. Because the Personal Information collected by F&T is necessary for business purposes, you are required to provide it. Your refusal or failure to provide the requested Personal Information may, therefore, disqualify you from employment with F&T or from receipt or enjoyment of certain corporate benefits. Use of the Information We Collect We will not sell your Personal Information to any third party. The primary purposes for collection, storage and/or use of your Personal Information include, but are not limited to: Human Resources Management. We collect, store, analyze, and share (internally) Personal Information in order to attract, retain, and motivate a highly qualified workforce. This includes recruiting, compensation planning, succession planning, reorganization needs, performance assessment, training, employee benefit administration, compliance with applicable legal requirements, and communication with applicants and/or their representatives. Business Processes and Management. Personal Information is used to run our business operations including, for example, scheduling work assignments, managing company assets, and populating employee directories. Information may also be used to comply with government regulations. Safety and Security Management. We use such Personal Information as appropriate to ensure the safety and protection of applicants, assets, and resources. Communication and Identification. We use your Personal Information to identify you and to communicate with you. Disclosure of Data F&T acts to protect your Personal Information and ensure that unauthorized individuals do not have access to your Personal Information by using security measures to protect Personal Information. We will not knowingly disclose or otherwise distribute your Personal Information to any third party without your knowledge and, where appropriate, your express written permission, except under the following circumstances. Legal requests and investigations. We may disclose your Personal Information when such disclosure is reasonably necessary (i) to prevent fraud; (ii) to comply with any applicable statute, law, rule or regulation; or (iii) to comply with a court order. Third-party vendors and service providers. We may, from time to time, outsource services, functions, or operations of our business to third-party service providers. When engaging in such outsourcing, it may be necessary for us to disclose your Personal Information to those service providers, e.g., a payroll service or a benefits provider. In some cases, the service providers may collect Personal Information directly from you on our behalf. We will work with any such providers to restrict how the providers may access, use and disclose your Personal Information. When using a third party provider to whom we must furnish your Personal Information, we will select reliable third parties and we will require them to enter into written agreements with F&T which will (i) specify the rights and obligations of each party; (ii) provide that the third party has adequate security measures in place to protect the Personal Information; and (iii) the provider will only process Personal Information on the specific written instructions of F&T. Protection of F&T and Others. We may release Personal Information when we believe release is necessary to comply with the law; enforce or apply our policies and other agreements; or protect the rights, property, or safety of F&T, our employees, or others. This disclosure will never, however, include selling, renting, sharing or otherwise disclosing your Personal Information for commercial purposes in violation of the commitments set forth in this Privacy Policy. Security of Your Personal Information We employ reasonable security measures and technologies, such as password protection, encryption, physical locks, etc., to protect the confidentiality of your Personal Information. Only authorized employees have access to Personal Information. F&T will make reasonable efforts to secure Personal Information stored or transmitted electronically secure from hackers or other persons who are not authorized to access such Information. Your Rights and Choices You have the right to request that we disclose certain information to you about the Personal Information collected and used over the past 12 months. Once we receive your verifiable request, we will disclose to you: The categories of specific Personal Information collected about you The sources of the Personal Information we collected about you The business purpose for collecting your Personal Information The categories of third parties with whom we share your Personal Information Whether or not any information has been sold or disclosed in the past 12 months and the relevant categories You may send a request by e-mail, telephone or mail at the following: F&T will not discriminate against you for exercising any of your rights and choices related to your Personal Information. Any questions regarding this Privacy Notice may also be directed to the Chief Compliance Officer. FullerThaler is a brand name of Fuller & Thaler Asset Management, Inc. This website is directed only to US institutional investors. FullerThaler may only transact its investment advisory business in states where it is notice-filed as an investment adviser or otherwise exempt from state requirements. The information on this website is neither an offer to sell nor a solicitation of an offer to buy any product or service in any jurisdiction where such offer, solicitation, purchase or sale would be unlawful. Nobel Prize is a trademark of the Nobel Foundation. Copyright 2025 FullerThaler. All rights reserved. #J-18808-Ljbffr
Finance Associate
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Job Description Job details are shared below: Job Title: Finance Associate Location: Palo Alto, CA 94304 (Hybrid – 2 days) Job Duration: 11+ months Contract with potential for conversion Primary Skills: Experience in Finance or a similar background Knowledge of basic accounting procedures Ability to operate computerized office applications and accounting systems Effective communication skills for internal and client interactions Desired Skills: Exceptional time management and organizational skills Ability to prioritize, multitask, and meet deadlines Attention to detail and accuracy Strong written, oral, and interpersonal communication skills Personal effectiveness and credibility Responsibilities: Review transactions, support documents, journal postings for accuracy and compliance Monitor transactions in accounting systems for clearance and outstanding items Compile, review, and generate financial reports Resolve transactional inquiries and escalate issues as needed Manage p-card administration, processing, and reimbursements Establish accounts, prepare invoices, respond to inquiries Participate in new initiatives such as user testing Maintain departmental files and ensure compliance with policies and regulations Description: The Division of Hospital Medicine at the Department of Medicine seeks a Finance Associate to support finance and accounting functions. The role requires excellent judgment, communication, and interpersonal skills, with a proactive and collaborative approach. The candidate should be motivated, independent, and capable of engaging with a diverse academic and medical community. Our division includes 130 faculty members across multiple clinical sections and facilities, dedicated to excellence in clinical care, education, quality improvement, and research. Qualifications: Associate’s degree is required; Bachelor’s preferred. Please respond promptly to facilitate the interview process. Further details will be provided if needed. #J-18808-Ljbffr
Finance Associate
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Corporate Finance Associate San Francisco, CA Opportunity and Position Summary This role is part of the Corporate Finance and Operations team located in San Francisco. This role will report directly to the SVP of Finance with weekly communication and guidance from the Corporate Controller and other associate professionals. This individual needs to have strong quantitative skills, analytical skills, and FP&A reporting experience preferably in the Financial Services industry. This opportunity provides a great learning environment, strong collaboration from various functions across the firm and many growth opportunities. This role is the ideal opportunity for an Associate to gain Finance experience with a growing, thriving company! Primary Duties and Responsibilities Lead the preparation of annual corporate budgets / quarterly reforecasts, and coordinate with various departments, including IT, HR, and accounting teams, to ensure accuracy and consistency Drive monthly / quarterly revenue and expense variance analysis for the firm’s four business units, and lead the preparation of review packages for business unit heads Own the corporate revenue projection model ensuring short and long range accuracy on a weekly basis Maintain monthly projections for working capital, cash flow and credit facility models Update financial models for quarterly valuation of the firm for fair value reporting Draft distribution notices and capital call notices to limited partners Prepare quarterly distribution statements to shareholders and limited partners Assist with compiling and presenting data required for industry and market surveys Assist in the preparation of monthly and quarterly Executive Committee and shareholder financial reports, including presenting information in a visually compelling format Quarterly / ad-hoc presentations, special projects and other financial reporting deliverables Skills and Competencies 5-7 years of corporate finance, FP&A reporting, data analysis Highly proficient in Microsoft Excel and experience with building financial models Highly proficient in Microsoft Powerpoint and experience preparing visually engaging presentation materials Experience building or using Power BI dashboards (required) and working knowledge of data transformation tools such as Power Query Experience implementing and/or using a modern FP&A software tool (e.g. Pigment, Adaptive, Anaplan) is a plus Proven analytical skills and ability to synthesize both financial and non-financial data to drive strategic insights Strong writing skills as well as verbal interpersonal/communication skills Organizational skills and attention to detail, with the ability to prioritize and manage multiple projects simultaneously and easily adapt to changing priorities Ability to function both in a team-oriented setting and independently Strong sense of personal motivation, responsibility, and entrepreneurship The Firm Stockbridge is a real estate investment management firm led by seasoned senior professionals averaging 25 years of real estate industry experience. The firm was founded in 2003 and manages real estate equity investments across the risk spectrum within a variety of investment structures on behalf of U.S. and foreign institutional investors, family offices and high net worth individuals. Stockbridge has approximately $35.7 billion of assets under management (as of March 31, 2025) spanning all major real estate property types, and certain specialty property types with an emphasis on residential and industrial space throughout the U.S. The firm has offices in San Francisco, Atlanta, Chicago, Dallas, Denver, and Phoenix. Compensation Competitive. The base pay scale for this position is $60,000 - 180,000 annually. Stockbridge’s base pay scale depends on geographic location, business line, years of experience, and other qualifications of the successful candidate. A discretionary annual bonus is also included in addition to base pay. Benefits include medical, dental, vision, life and STD & LTD insurance. Stockbridge provides a 401K plan with a match as well as generous vacation, sick time and holiday time off.Additionally, Stockbridge provides opportunities for professional development and career advancement. The base pay scale and benefits are accurate as of the date of this posting.Stockbridge reserves the right to modify this information at any time, subject to applicable law. #J-18808-Ljbffr