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business analyst i (intern) united states Jobs in San Francisco

business analyst, operations & strategy Jobs in San Francisco

business analyst, operations & strategy

business systems analyst / administrator Jobs in San Francisco

business systems analyst / administrator

business analyst ii

Earnest

<div>
 
 
 
 Earnest empowers ambitious professionals to make confident financial decisions and build the life they envision.
 
 
 
 
 
 
 
 
 
 Earnies are committed to helping borrowers move forward with confidence by offering smarter borrowing options with a clearer path to taking control of their debt. If you&rsquo;re as passionate as we are about our mission, read more below, and let&rsquo;s build something great together.&nbsp;
 
 
 
 
 The
 
 
 Business Analyst II
 
 
 will report to the Lead Business Analyst
 
 
 .&nbsp;
 
 
 
 
 As the
 
 
 Business Analyst II,
 
 
 you will:
 
 
 <ul>
 <li>
 Drive insights that influence business strategy&mdash;not just report on data
 </li>
 <li>
 Identify root causes behind performance trends and recommend actions that improve outcomes
 </li>
 <li>
 Build and evolve core metrics, dashboards, and analyses that shape decision-making
 </li>
 <li>
 Partner with product, operations, and leadership to turn data into clear direction
 </li>
 <li>
 Take ownership of ambiguous problems and push them toward structured, actionable solutions
 </li>
 </ul>
 
 
 About You:
 
 
 &nbsp;
 
 
 <ul>
 <li>
 3+ years in a data-focused role (analytics, BI, consulting, finance, etc.)
 </li>
 <li>
 Strong analytical thinker who can go beyond tasks to drive strategy
 </li>
 <li>
 Comfortable working with SQL to explore and analyze data
 </li>
 <li>
 Able to communicate insights clearly and influence cross-functional stakeholders
 </li>
 <li>
 Self-starter mindset&mdash;you don&rsquo;t wait for direction, you create it
 </li>
 </ul>
 
 
 Even Better:
 
 
 <ul>
 <li>
 Experience with forecasting or modeling
 </li>
 <li>
 Python or R experience
 </li>
 <li>
 Fintech or financial services exposure
 </li>
 </ul>
 
 
 Where:
 
 
 <ul>
 <li>
 This role will be based in the US.
 </li>
 </ul>
 
 
 Compensation:&nbsp;
 
 
 
 A little about our pay philosophy: We take pride in compensating our employees fairly and equitably. We are showcasing a range of your potential base salary based on the roles location. The successful candidate&rsquo;s starting pay will also be determined based on job-related qualifications, internal compensation, candidate location and budget. This range may be modified in the future.
 
 
 Salary Range: $105,000 - 131,000
 
 &nbsp;
 
 USD.
 
 
 Employees are also eligible for an annual performance-based bonus and equity.
 
 
 
 
 
 Earnest believes in enabling our employees to live their best lives. We offer a variety of perks and competitive benefits, including:&nbsp;
 
 
 <ul>
 <li>
 Health, Dental, &amp; Vision benefits plus savings plans
 </li>
 <li>
 Mac computers + work-from-home stipend to set up your home office
 </li>
 <li>
 Monthly internet and phone reimbursement
 </li>
 <li>
 Employee Stock Purchase Plan
 </li>
 <li>
 Restricted Stock Units (RSUs)
 </li>
 <li>
 401(k) plan to help you save for retirement plus a company match
 </li>
 <li>
 Robust tuition reimbursement program
 </li>
 <li>
 $1,000 travel perk on each Earnie-versary to anywhere in the world&nbsp;
 </li>
 <li>
 Competitive days of annual PTO
 </li>
 <li>
 Competitive parental leave
 </li>
 </ul>
 
 
 What Makes an Earnie:
 
 
 
 At Earnest, our people bring our cultural principles to life. These principles define how we work, how we win, and what we expect of ourselves and each other:
 
 <ul>
 <li>
 
 
 Every Second Counts
 
 
 : Speed is our competitive advantage. Our customers need better solutions, and the faster we execute, the greater our chance of success.
 </li>
 <li>
 
 
 Choose To Do Hard Things
 
 
 : We win by tackling the hard things that others avoid, fueled by grit and resilience.
 </li>
 <li>
 
 
 Pursue Excellence
 
 
 : Great companies, teams, and individuals never settle and are proud of the work that they do. What&rsquo;s good enough today won&rsquo;t be good enough tomorrow. Excellence isn&rsquo;t a destination; it&rsquo;s a mindset of continuous improvement.
 </li>
 <li>
 
 
 Lead Together
 
 
 : Our success comes from how we work together. Leadership is not about titles&mdash;it is about action. We take ownership, drive results, and move forward as a team.
 </li>
 <li>
 
 
 Don&rsquo;t Take Yourself Too Seriously
 
 
 : We take our work seriously, not ourselves. The stakes are high, but a sense of humor keeps us grounded, creative, and resilient.
 </li>
 </ul>
 
 
 At Earnest, we are committed to building an environment where our employees feel included, valued, and heard. Our belief is that a strong commitment to diversity, inclusion, equity, and belonging enables us to move forward with our mission. We are dedicated to adding new perspectives to the team and encourage anyone to apply if your experience is close to what we are looking for.&nbsp;&nbsp;
 
 
 
 
 Earnest provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, veteran status, disability or genetics. Qualified applicants with criminal histories will be considered for the position in a manner consistent with the Fair Chance Ordinance.
 
 
</div>

Business Analyst II

Forge Global

<div><div>At Forge, we know our team is our greatest asset. As technology innovators in the private market, our vision is to deliver a richer future for everyone. We live that vision through our values of being bold, accountable, and humble. We experience the value that our vision brings to the world every day, helping the teams behind the greatest innovations of our generation, from space travel to artificial intelligence, and more.

With liquidity solutions, exclusive data and insights, a custody offering, and a vibrant marketplace, Forge&rsquo;s goal is to build the best-in-class technology infrastructure to power a global private market that is transparent, accessible, and seamless for companies, their employees, and investors. Through Forge, employees can sell their private shares, employers can reward shareholders with pre-IPO liquidity and individual and institutional investors can participate in private unicorn growth.

Forge's differentiated global marketplace addresses rising demand among individual and institutional investors for exposure to private company stocks and is building a growing network effect.

Our ability to offer these powerful financial solutions has generated incredible interest from investors, demand from customers, and a need to grow our team to meet the needs of more companies, teams, and innovators in this way.</div><div>

The Role:

As a Business Systems Analyst / Administrator on the Business Systems and Insights team, you&rsquo;ll serve as the bridge between business operations and technology. You&rsquo;ll analyze, configure, and maintain our core systems to drive efficiency, support financial workflows, and deliver strategic solutions.

Location: This role requires 2-3 days a week in office in San Francisco, CA.
<div>
Responsibilities: 
<ul><li>Gather, analyze, and document business requirements from stakeholders across finance, operations, and product teams.</li><li>Translate business needs into functional specifications, system workflows, and configuration design.</li><li>Configure, administer, and maintain enterprise systems (e.g., ERP, accounting, CRM, back-office tools).</li><li>Lead system upgrades, new implementations, and integration projects; manage vendor relationships.</li><li>Develop and execute test plans, including user acceptance testing (UAT), to validate system changes.</li><li>Train end users, create documentation (user guides, SOPs), and provide post-implementation support.</li><li>Monitor system performance, perform root cause analysis for issues, and proactively recommend process improvements.</li><li>Ensure compliance with regulatory and internal controls relating to financial systems.</li></ul> 

Qualifications: 
<ul><li>Bachelor&rsquo;s degree in Business, Information Systems, Finance, or a related field.</li><li>3&ndash;6 years of experience in a business systems analyst or systems administrator role within financial services, fintech, or accounting systems.</li><li>Strong understanding of financial operations, accounting principles, and regulatory requirements.</li><li>Proficiency with system configuration, user management, and role-based permissions.</li><li>Hands-on experience with system testing, UAT, and issue resolution.</li><li>Excellent communication skills &mdash; able to translate technical concepts to non-technical stakeholders and vice versa.</li><li>Analytical mindset with strong problem-solving and process-improvement skills.</li></ul></div>
<div>
Preferred Skills (Nice-to-Have) 
<ul><li>Experience administering SaaS platforms (e.g., Zendesk, Hubspot)</li><li>Experience working in a high-growth or startup environment.</li><li>Prior exposure to financial reporting, accounting automations, or transactional systems.</li></ul></div>

For residents of San Francisco, CA the annual salary range for this role is $122,000 - $150,000+ annual bonus. Final offers may vary from the amount listed based on geography, candidate experience and expertise, bonus, and other factors</div><div>

Upon offer, we conduct background checks that include employment and education verification, state, and county criminal history searches.

Forge is proud to be an equal opportunity employer committed to supporting a diverse and inclusive workplace. Our employment decisions are made without regard to race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), gender, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, veteran status, or any other characteristic protected by federal, state, or local laws.</div></div>

Business Systems Analyst / Administrator

KeyBank

Location: 
1 California Street, San Francisco California
 
We are currently looking to add a Corporate Banking Analyst to our Native American Financial Services Team. Native American Financial Services provides corporate and investment banking services to Native American tribes and their business enterprises.
 
Analyst/Associates at KBCM act as the primary day-to-day leaders for analytical support, including financial statement analysis and model development; valuation analysis; industry research; and the preparation of various presentations, pitch books, and documents including descriptive memoranda, management presentations, new business, etc. Associates interact with other bankers and clients, Associates play a crucial role in helping managing transactions and interface directly in the client relationship process.
 
ESSENTIAL JOB FUNCTIONS: 
<ul>
<li>Work with corporate bankers and investment bankers and product partners on strategic corporate finance and capital raising transactions</li>
<li>Generate ideas and analytical materials in support of new client meetings</li>
<li>Perform financial modeling and valuation analyses on public and private companies: comparable company analysis, precedent transaction analysis, and leveraged buy-out analysis</li>
<li>Develop presentation materials for topics such as company positioning and financing alternatives, and strawman acquisition scenarios</li>
<li>Develop knowledge of relevant information resources: Bloomberg, FactSet, Capital IQ, Thomson Financial</li>
<li>Continually build knowledge and capabilities within the industry segment and stay abreast of competitive trends.</li>
<li>Assist with attracting a quality workforce, i.e. college recruiting activities.</li>
<li>Demonstrate the Key Values - - Teamwork, Respect, Accountability, Integrity, and Leadership.</li>
</ul>
REQUIRED QUALIFICATIONS: 
<ul>
<li>Undergraduate Degree in Business (Accounting, Finance, Economics.)</li>
<li>1+ years of relevant experience</li>
<li>Strong quantitative skills, including financial modeling and financial statement analysis</li>
<li>Strong quantitative and communication skills</li>
<li>Strong team player with a positive can-do attitude and desire to be part of a close-knit group operating in an intensive and challenging work environment</li>
<li>Excellent organization and research skills</li>
<li>Exceptional critical thinking and problem-solving ability</li>
<li>Knowledge of Microsoft Office Suite (Excel, PowerPoint and Word)</li>
</ul>
Licenses and Certifications
 <ul>
<li>FINRA License S79 within 1-1/2 Yrs (required)</li>
<li>FINRA License S63 within 1-1/2 Yrs (required)</li>
<li>FINRA License S52 within 1-1/2 Yrs (required)</li>
</ul>
PREFERRED QUALIFICATIONS: 
<ul>
<li>Previous experience in investment and/or corporate banking, including internships</li>
<li>Formal Credit Training</li>
<li>MBA</li>
</ul>
COMPETENCIES: 
<ul>
<li>Financial Modeling</li>
<li>Analytical</li>
<li>Master of databases: research, building presentations, deeper analysis of meaning of data gathered.</li>
<li>Communication Skills – both verbal and written</li>
<li>Team Player</li>
<li>Strong detail orientation to compile pitch books.</li>
<li>Prioritize tasks.</li>
<li>Commitment to Excellence.</li>
<li>Credit knowledge</li>
</ul>
COMPENSATION AND BENEFITS
 This position is eligible to earn a base salary in the range of $69,000.00 - $105,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives.
 Please click here for a list of benefits for which this position is eligible.
 
Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.
 
Job Posting Expiration Date: 05/10/2026
 
KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
 Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.
 
#LI-Hybrid

Corporate Banking Analyst, Native American Gaming

Visa

<div>Company Description 
Visa is a world leader in payments technology, facilitating transactions between consumers, merchants, financial institutions and government entities across more than 200 countries and territories, dedicated to uplifting everyone, everywhere by being the best way to pay and be paid.
At Visa, you'll have the opportunity to create impact at scale &mdash; tackling meaningful challenges, growing your skills and seeing your contributions impact lives around the world. Join Visa and do work that matters &mdash; to you, to your community, and to the world.
Progress starts with you. 
Job Description 
The Business Analyst, Operations &amp; Strategy will serve as a force multiplier within the Growth Products &amp; Partnerships team. The Analyst will ensure information and resources are aligned with priorities, bring order to complexity, and help senior leaders operate more effectively. The Analysts should be comfortable synthesizing disparate information, identifying what matters, and crafting exec-ready materials that distill the signal from the noise.
This role sits within the Business Operations team on Growth Products &amp; Partnerships and supports a portfolio that spans Big Tech clients, Agentic Commerce, Crypto, and emerging product areas. The Analyst will work closely with product and partnership teams and coordinate with cross-functional teams (e.g., finance, data science, design, and communications) across Visa. This role will support a mix of product and sales operations and infrastructure, performance reporting, and executive‑level preparation.
This position will be based in San Francisco and will report into the Director, Growth Products &amp; Partnerships (Chief of Staff). This is an individual contributor role that requires exceptional communication, strong organization, fluency in efficiency-driving AI tools, and the ability to move quickly across topics. The ideal candidate thrives in ambiguity, brings structure to messy problems, delivers quickly, and is motivated by making teams more effective.
What You&rsquo;ll Do
Tracking &amp; Reporting<ul><li>
Collect regular status updates and strategic insights across product, partnerships, and cross-functional teams.</li><li>
Synthesize inputs into clear, executive-ready emails, decks, and presentations.</li><li>
Own portfolio tracking and performance reporting, including OKRs, operating metrics, risks, and decisions.</li><li>
Prepare materials for executive updates, QBRs, and planning cycles.</li></ul>
 Sales &amp; Product Operations Support<ul><li>
Support sales and product teams by ensuring clear processes, tools, and operating models are in place.</li><li>
Help drive training, enablement, and adoption of tools, processes, and ways of working.</li><li>
Lead periodic data clean ups to maintain good data hygiene and accurate records.</li></ul>
 Project Management<ul><li>
Manage timelines, dependencies, and deliverables for cross‑functional initiatives.</li><li>
Track action items and owners to keep work moving.</li><li>
Identify risks and gaps early, problem solve, and escalate with context when appropriate.</li><li>
Develop and deploy AI tools to automate work and improve efficiency across the operations portfolio.</li></ul>
 Team Connectivity, Learning &amp; Culture<ul><li>
Prepare materials and support team‑wide forums including All Hands, trainings, Lunch &amp; Learns, and team offsites.</li><li>
Help design and deliver a team engagement roadmap of learning, culture-building, and team-bonding opportunities and resources.</li><li>
Support training, communications, and tools that help the team adopt a more efficient and agile AI-enabled way of working.</li></ul>
 What Success Looks Like<ul><li>
Executive decisions are informed by a continuous feedback loop from clients, products, and teams, grounded in high‑fidelity data and firsthand insights.</li><li>
Senior leaders receive consistently high‑quality, executive‑ready materials that clearly distill signal from noise.</li><li>
Data, trackers, and reporting systems are clean, current, and accurate, and trusted as a source of truth.</li><li>
Tools, reporting, and insights help the organization anticipate issues and opportunities, rather than reacting after the fact.</li></ul>
This is a hybrid position. Expectation of days in the office will be confirmed by your Hiring Manager. 
Qualifications 
Basic Qualifications:
2 or more years of work experience with a Bachelor&rsquo;s Degree or an Advanced Degree (e.g. Masters, MBA, JD, MD, or PhD)
Preferred Qualifications:
3 or more years of work experience with a Bachelor&rsquo;s Degree or more than 2 years of work experience with an Advanced Degree (e.g. Masters, MBA, JD, MD)
2+ years of experience in strategy, operations, consulting, analytics, or a related role
Bachelor&rsquo;s degree ,Strong written and verbal communication skills
Comfort working and translating across diverse stakeholders and ambiguous problem spaces
High attention to detail and excellent organization skills
Hands-on experience building and using GenAI tools to improve productivity
Strong PowerPoint and Excel skills; experience with dashboards (Power BI / Tableau a plus)
Experience in a startup environment, consulting, corporate strategy, or business operations
Experience planning and managing multiple cross-functional projects with diverse stakeholders
Demonstrated ability to synthesize complex information into concise outputs
Good business acumen to connect data and insights with business decisions and outcomes
Experience building and managing KPIs that measure operational performance
Experience supporting senior leaders or executive‑level decision making
Interest in payments, fintech, technology platforms, or AI‑enabled products 
Additional Information 
Work Hours: Varies upon the needs of the department.
Travel Requirements: This position requires travel 5-10% of the time.
Mental/Physical Requirements: This position will be performed in an office setting. The position will require the incumbent to sit and stand at a desk, communicate in person and by telephone, frequently operate standard office equipment, such as telephones and computers.
Visa is an EEO Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Visa will also consider for employment qualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law.
Visa will consider for employment qualified applicants with criminal histories in a manner consistent with applicable local law, including the requirements of Article 49 of the San Francisco Police Code.
U.S. APPLICANTS ONLY: The estimated salary range for this position is 109,700.00 to 170,200.00 USD per year, which may include potential sales incentive payments (if applicable). Salary may vary depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position may be eligible for bonus and equity. Visa has a comprehensive benefits package for which this position may be eligible that includes Medical, Dental, Vision, 401 (k), FSA/HSA, Life Insurance, Paid Time Off, and Wellness Program.</div>

Business Analyst, Operations & Strategy

Fragomen

<div>Job Description
About the Role: Fragomen&rsquo;s Business Immigration Analyst position will provide you with the opportunity to make an immediate impact on our business, as well as offering training, development, and long-term growth opportunities. Fragomen&rsquo;s exclusive focus on immigration means you will work in an exciting, dynamic, and challenging atmosphere with people who are passionate about immigration. Providing world class client service and industry leading technology solutions, Fragomen helps our clients to navigate the complex world of global immigration to better achieve their goals.
This position requires candidates to work from our San Francisco office, it is not fully remote.
How will you make a difference as a Business Immigration Analyst at Fragomen?
<ul><li>Learn about the various types of immigration matters and build knowledge of firm, immigration case types and client processes.
</li><li>Perform tasks related to case preparation and filing of petitions with government agencies, including document gathering, document review, case drafting, and case filing.
</li><li>With the guidance of your supervisor, communicate with foreign nationals and client contacts, providing clear and prompt responses regarding case status or other general inquiries.
</li><li>Meet assigned deadlines that adhere to Service Level Agreements (SLAs) and communicate case progress, status, escalations to supervisor.
</li><li>Compile and summarize large quantities of data within case management systems for reporting to clients, managers and team.
</li><li>Understand and contribute to team and individual productivity goals.
</li><li>Demonstrate flexibility and initiative.
</li><li>Follow documented firm standards and policies to mitigate risk and ensure regulatory, operational and client compliance (e.g., following Data Privacy protocols, using Connect accurately and in line with team and client protocols, etc.).
</li></ul>Leverage your valuable skills and experience to make an impact at Fragomen:
<ul><li>Bachelor&rsquo;s degree, Associate&rsquo;s degree, Paralegal certification OR experience in a customer facing or client service-oriented role
</li><li>A client-service mindset, attention to details and ability to work in a fast-paced environment with competing demands
</li><li>The ability to prioritize, meet deadlines and escalate case issues to supervisor
</li><li>Excellent written and verbal communication skills, including the ability to proofread documents, draft fluent prose, and avoid grammatical mistakes without the aid of AI engines
</li><li>Experience using various computer systems, including MS Word and Excel
</li><li>Desire to contribute to positive work environment, effectively collaborate and promote teamwork
</li></ul>Benefits:
At Fragomen, we know that great people make a great organization. We value our people and offer employees a broad range of benefits which includes:
<ul><li>22 PTO days + Federal holidays
</li><li>Medical, Dental, and Vision plans + FSA &amp; HSA Plans
</li><li>401K plan, with company matching
</li></ul>Learn More About Fragomen:
Please take time to read About Us , explore the Meaningful and Impactful Work we do for our clients, and review the standard Benefits we offer. You can find all the material to the right of this page.
Compensation:
The salary range for this role reflects a variety of factors considered in compensation decisions, including but not limited to an individual&rsquo;s skills, experience, qualifications, work location, work arrangement, licensure and certifications, and applicable laws. Placement within the range will vary based on these factors, and compensation decisions are made to ensure internal equity and alignment with market data.
A reasonable and good-faith estimate of the current salary range for individuals able to work a hybrid schedule in the office locally is:
$52,000.00 - $62,000.00
You may also be eligible to take advantage of our benefits offering, 401K, and paid time off plans.
All offers and/or employment contracts are contingent upon the successful completion of the Firm&rsquo;s pre-employment screening process. This process may include verifying the candidate&rsquo;s identity, confirming legal authorization to work in the offered position&rsquo;s location, and conducting a comprehensive background check, where permitted by local regulations. We use limited AI‑assisted tools for administrative screening purposes only - never for decision‑making. All hiring decisions are made by people. Applicants may have rights to information and explanations regarding the use of such tools, or request human review, as required by applicable regional laws.</div>

Business Immigration Analyst (Entry Level Paralegal)

Forage

<div>
 
 About Us
 
 
 
 Forage is building the modern payments stack that powers inclusive commerce. Our technology enables grocers, delivery platforms, and point-of-sale systems to seamlessly accept EBT payments both online and in-store. Beyond infrastructure, we&rsquo;re helping SNAP EBT shoppers stretch their grocery budgets every week, making healthy food more affordable and accessible to the 42 million Americans on food assistance.
 
 
 Backed by leading fintech investors, Forage is a fast-growing startup with a clear vision and real-world impact, feeding tens of thousands of families daily. Our team is made up of kind, driven individuals who take ownership, move quickly, and collaborate closely. We value humility, curiosity, and a shared commitment to making a difference.
 
 
 We&rsquo;re not just building payments infrastructure &mdash; we&rsquo;re helping feed tens of thousands of families each day, and transforming grocery access for millions more.
 
 Watch our story and see why we do what we do
 
 
 .
 
 
 
 
 What We Are Looking For
 
 
 
 We are hiring a Financial Analyst to support the scaling of Finance as Forage expands across multiple business lines (Core EBT, Consumer, HSA/FSA, WIC) and transitions toward GAAP-compliant reporting. This role will operate at the intersection of accounting and FP&amp;A. The ideal candidate is detail-oriented, analytically strong, and comfortable owning both execution and modeling in a fast-moving environment.
 
 
 This person will work directly with the Director of Finance and will have meaningful exposure to business strategy, pricing, and operating decisions.
 
 
 
 Qualifications
 
 
 
 <ul>
 <li>
 3&ndash;5 years of experience in finance, accounting, or FP&amp;A
 </li>
 <li>
 Strong understanding of GAAP fundamentals
 </li>
 <li>
 Experience participating in month-end close (accruals, prepaids, reconciliations)
 </li>
 <li>
 Experience building and maintaining financial models and projections
 </li>
 <li>
 Advanced Excel or Google Sheets skills (comfortable building models from scratch)
 </li>
 <li>
 Strong analytical and problem-solving skills
 </li>
 <li>
 High attention to detail and ownership mindset
 </li>
 <li>
 Ability to manage multiple workstreams in a fast-paced environment
 
 
 </li>
 </ul>
 
 Preferred But Not Required
 
 
 
 <ul>
 <li>
 Background in Big 4 audit or accounting advisory
 </li>
 <li>
 Experience at a high-growth startup or fintech company
 </li>
 <li>
 Exposure to revenue recognition (ASC 606)
 </li>
 <li>
 Experience building multi-scenario financial models
 </li>
 <li>
 Familiarity with transaction-based or payment processing revenue models
 </li>
 <li>
 Experience with stock-based compensation accounting
 </li>
 <li>
 Experience supporting audits or GAAP transition
 </li>
 <li>
 Familiarity with payment processing or transaction-based revenue models
 </li>
 <li>
 Experience with accounting systems (e.g., QuickBooks or similar ERP tools)
 
 
 </li>
 </ul>
 
 Key Responsibilities
 
 
 
 
 
 Accounting &amp; Operations
 
 
 
 
 <ul>
 <li>
 Support transition toward GAAP-compliant accounting
 </li>
 <li>
 Assist with month-end, quarter-end, and year-end close processes
 </li>
 <li>
 Prepare accruals, prepaids, and revenue-related schedules
 </li>
 <li>
 Perform balance sheet reconciliations
 </li>
 <li>
 Help improve and scale accounting operations and close discipline
 </li>
 <li>
 Support AR/AP process improvements and documentation
 </li>
 <li>
 Assist with compliance reporting, filings, and internal control development
 
 
 </li>
 </ul>
 
 
 FP&amp;A &amp; Strategic Finance
 
 
 
 
 <ul>
 <li>
 Build and maintain financial models across multiple business units (Core EBT, Consumer App, HSA/FSA, expansions)
 </li>
 <li>
 Support consolidated forecasting and re-forecasting
 </li>
 <li>
 Assist with pricing analysis and unit economics modeling
 </li>
 <li>
 Analyze gross margins and cost drivers across BUs
 </li>
 <li>
 Prepare reporting packages and variance analysis
 </li>
 <li>
 Support new business line launches from a financial modeling perspective
 </li>
 <li>
 Assist with board and investor reporting preparation
 </li>
 <li>
 Contribute to ad hoc analyses tied to growth initiatives and strategic decisions
 
 
 </li>
 </ul>
 
 Our Offer
 
 
 
 <ul>
 <li>
 Your base salary would fall within the bands below. Please keep in mind that the equity portion of your offer is not included in these numbers and represents a significant part of your total compensation.
 </li>
 <ul>
 <li>
 Financial Analyst: $115k-$135k, depending on experience and location.
 </li>
 </ul>
 <li>
 Meaningful work that makes a positive impact on our society.
 </li>
 <li>
 100% of Medical, Dental and Vision coverage for yourself and dependents.
 </li>
 <li>
 Enjoy regular team lunches at our San Francisco office, fostering collaboration and connection over great food.
 </li>
 <li>
 A fun and caring environment that prioritizes transparency, growth, and ownership.
 </li>
 <li>
 A talented, high-achieving, and humble team with diverse backgrounds and viewpoints.
 
 </li>
 </ul>
 Our salary ranges are determined by role, level, and location. The range displayed on each job posting reflects the minimum and maximum target for new hire salaries at our headquarters in San Francisco, California. Individual pay is determined by work location, job-related skills, experience, and relevant education or training.
 
 
 We aim to review every application within 4 business days of submission and provide feedback on each of your interviews within 2 business days of completion. If you don't hear from us, please reach out to your recruiter or careers[at]joinforage[dot]com directly to get an update on your candidacy.
 
 
 
 Integrity &amp; Fairness:
 
 To maintain a fair and equitable hiring process for all candidates, we require that interviews and exercises be completed without the use of AI-powered tools. We assess candidates based on their direct experience, judgment, and communication.
 
 
 
 Please note:
 
 We are not engaging with third-party recruiters or agencies for this role. We kindly ask that you refrain from contacting us regarding recruitment services. Fees will not be paid for unsolicited resumes sent to Forage.
 
 
 
 Please note:
 
 Forage is unable to provide visa sponsorship for this role. Applicants must have work authorization that does not require visa sponsorship now or in the future.
</div>

Financial Analyst

TEEMA

<div>Job Summary
CNA Home Health
TeemaGroup
Full-time
In-Office | San Jose, CA, United States
Overview: 
The Caregiver II provides compassionate, hands-on personal care and support to patients receiving home care and/or center-based services. Under the direction and supervision of a Supervisor or Manager, this role supports patient dignity, safety, and independence while ensuring care is delivered according to individualized care plans. In addition to direct care, the Caregiver II plays a leadership role by supporting onboarding and ongoing training of fellow caregivers. This position is ideal for an experienced caregiver who enjoys mentoring others and delivering high-quality, patient-centered care in a collaborative healthcare environment. 
 
What you will be doing:<ul><li>
Provide personal care and escort assistance in accordance with individualized care plans, including: Grooming, dressing, peri-care, bathing, showering, and toileting, Housekeeping, laundry, meal preparation, feeding assistance, etc.</li><li>
Observe and report changes in patient condition to the team in a timely and professional manner.</li><li>
Demonstrate safe care practices by using proper body mechanics, adhering to universal precautions, and maintaining a safe environment.</li><li>
Interact professionally with patients, families, and team members, encouraging engagement in conversation and activities.</li><li>
Perform all duties of a Caregiver I as needed.</li><li>
Support onboarding and ongoing training of Caregiver I and Caregiver II staff using established training materials and manuals.</li><li>
Actively participate in departmental meetings and family meetings as required.</li><li>
Utilize safety equipment appropriately for lifting and transfers; provide positive guidance to others on proper use.</li><li>
Perform other related duties as assigned.</li></ul> 
What you must have: 
Experience<ul><li>
Minimum of one (1) year of experience working with elderly or frail populations.</li><li>
Experience working with seniors with dementia.</li></ul>
Knowledge, Skills &amp; Abilities<ul><li>
Understanding of an integrated, patient-centered care model gained through experience or training.</li><li>
Flexible, positive attitude with the ability to work across multiple care settings.</li><li>
Ability to work independently and collaboratively as part of a team.</li><li>
Strong interpersonal and communication skills.</li><li>
Basic English reading and writing skills required; bilingual ability may be required for specific assignments and daily patient interaction.</li><li>
Basic computer skills, including the ability to use or learn email and electronic health record systems.</li><li>
Ability to explain and model safe lifting techniques and proper use of safety equipment.</li></ul>
Licenses &amp; Certifications (Required Upon Hire)<ul><li>
Home Health Aide (HHA) or Certified Nursing Assistant (CNA)</li><li>
CPR (Cardiopulmonary Resuscitation)</li><li>
First Aid</li></ul> 
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CNA Home Health

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