account executive - north america - corporate

accounting and finance consulting - supervisor, strategic finance and fp&a, advanced decision modeling

financial analyst

senior financial analyst Jobs in San Francisco

senior financial analyst

account associate

account executive - north america - corporate Jobs in San Francisco

accounting and finance consulting - supervisor, strategic finance and fp&a, advanced decision modeling Jobs in San Francisco

corporate finance associate

Alpine SG

<div><p><b>COMPANY DESCRIPTION</b></p>
<p>
ASG is an unconventional group of market-leading SaaS software companies, serving industries ranging from behavioral health to transportation to childcare. ASG believes deeply in the power of people and data to grow great organizations, and that sharing knowledge, expertise, and resources across its community of businesses drives exponential growth. ASG has acquired over 50 businesses since its inception in August of 2016. We are backed by Alpine Investors and operated by world-class PeopleFirst&trade; leaders. Founders of leading SaaS companies continue to trust ASG to grow their businesses and build even stronger legacies for the future. To learn more, visit www.alpinesg.com.</p>
<p><b>
JOB DESCRIPTION</b></p>
<p>
We&rsquo;re looking for a driven, high-energy, team-first finance professional to join us as a Corporate Finance Associate. This role will be instrumental in driving due diligence, supporting new operating company onboarding, contributing to divestitures, and producing actionable financial analysis to inform strategic decision-making across ASG.</p>
<p>
The Corporate Finance Associate will play a key role across the full deal lifecycle - from buy-side diligence through onboarding and, ultimately, exit. This individual will support concurrent deal workstreams (financial, tax, insurance, and related areas), coordinate closely with internal and external stakeholders, and ensure that findings are translated into clear insights and smooth handoffs to operating teams.</p>
<p>
The ideal candidate has a strong foundation in financial due diligence and GAAP accounting, thrives in a fast-paced environment, and can context switch across multiple engagements while maintaining high attention to detail and strong communication. This is an exempt position reporting to the Director of Corporate Finance. The role is based in the San Francisco Bay Area, CA, with remote candidates considered; West Coast applicants are preferred.</p>
<p><b>
You&rsquo;re Excited About This Opportunity Because You Will:</b></p>
<ul>
<li>Drive day-to-day execution of financial, tax, insurance, and related diligence workstreams across multiple live transactions</li>
<li>Build and/or analyze core financial diligence components including Quality of Earnings, Net Working Capital, Indebtedness, MRR, and run-rate performance</li>
<li>Distill complex target company data into key risks and actionable insights for internal stakeholders</li>
<li>Partner cross-functionally with founders, legal, tax, HR, tech teams, bankers, and internal leadership throughout the deal lifecycle</li>
<li>Support purchase agreement mechanics including working capital, post-close adjustments, and earnouts</li>
<li>Prepare and organize diligence findings to enable seamless onboarding of newly acquired operating companies</li>
<li>Contribute to sell-side processes including dataroom preparation and responses to buyside diligence requests</li>
<li>Execute financial analyses that inform capital allocation, valuation, and broader strategic decision-making across ASG</li>
<li>Analyze key SaaS operating metrics including revenue and customer retention, Rule of 40, and other relevant key performance indicators (KPIs)</li>
<li>Manage multiple concurrent engagements in a fast-paced, deadline-driven environment</li>
</ul>
<p><b>We&rsquo;re Excited About You Because:</b></p>
<ul>
<li>You have 2-4+ years of experience in financial due diligence, transaction advisory, investment banking, private equity, consulting, or public accounting</li>
<li>You have a B.A. / B.S. in Accounting, Finance, Economics, or another quantitative field</li>
<li>You understand how to build and interpret Quality of Earnings, Net Working Capital, Indebtedness, MRR, and run-rate analyses</li>
<li>You have a strong grasp of GAAP accounting principles and financial statement mechanics, including cash-to-accrual conversion</li>
<li>You are highly proficient in Excel and comfortable synthesizing large datasets into clear conclusions</li>
<li>You can manage multiple deals or projects simultaneously while maintaining strong attention to detail</li>
<li>You communicate clearly and confidently with executives, founders, and external advisors</li>
<li>You exercise sound judgment and operate with a sense of urgency in deadline-driven environments</li>
<li>You are humble, coachable, self-aware, and embrace feedback as part of continuous growth</li>
<li>CPA is preferred but not required</li>
</ul>
<p><b>Base Salary Range: </b><i>The target salary range for this position is </i><i>$130,000-$150,000</i><i> and is part of a competitive total rewards package including an annual bonus, employer-paid benefits, L&amp;D stipend and incentive pay for eligible roles. Individual pay may vary from the target range and is determined by a number of factors including experience, location, internal pay equity, and other relevant business considerations. We review all employee pay and compensation programs annually at minimum to ensure competitive and fair pay.</i></p></div>

CORPORATE FINANCE ASSOCIATE

Motive

<div><div><p><b>Who we are:</b></p>
<p>
Motive empowers the people who run physical operations with tools to make their work safer, more productive, and more profitable. For the first time ever, safety, operations and finance teams can manage their drivers, vehicles, equipment, and fleet related spend in a single system. Combined with industry leading AI, the Motive platform gives you complete visibility and control, and significantly reduces manual workloads by automating and simplifying tasks.</p>
<p>
Motive serves nearly 100,000 customers &ndash; from Fortune 500 enterprises to small businesses &ndash; across a wide range of industries, including transportation and logistics, construction, energy, field service, manufacturing, agriculture, food and beverage, retail, and the public sector.</p>
<p>
Visit gomotive.com to learn more.</p></div><div><h2 class="jobSectionHeader"><b>
Director, Financial &amp; Corporate Communications
</b><br>
<b>Location:</b><b> Hybrid, San Francisco
</b><br>
<b>Department:</b><b> Corporate Marketing</b></h2>
<h3 class="jobSectionHeader"><b>About the Role</b></h3>
<p>
We&rsquo;re looking for a Director, Financial Communications to own Motive&rsquo;s financial narrative and shape how we communicate our business performance and long-term value creation. This person will lead the development and execution of high-impact communications across corporate, financial, and internal channels. This role is crucial in shaping and protecting our corporate brand and financial narrative, ensuring consistent and compelling messaging across all key stakeholders, including media, employees, investors, shareholders, and partners.
</p><h3 class="jobSectionHeader"><b>Key Responsibilities</b></h3>
<h4 class="jobSectionHeader"><b>Corporate &amp; Executive Communications</b></h4>
<ul><li>Support and execute the company&rsquo;s corporate PR strategy, including executive visibility for CEO and CFO, crisis and reputation communications, and media and investor engagement.</li>
<li>Draft and own press releases, media statements, executive quotes, investor and shareholder messaging, and other external materials.</li>
<li>Develop and execute strategies to raise visibility through earned media, owned channels, awards, speaking opportunities, and more.</li>
<li>Advise internal and external stakeholders on communication strategy and positioning.</li>
<li>Coordinate messaging and plans across teams, including Finance, Investor Relations, Legal, Marketing, International teams, executive team, and more.</li>
<li>Serve as a strategic liaison and manage day-to-day coordination with PR agencies.</li>
<li>Travel up to 15% required.</li>
</ul><h4 class="jobSectionHeader"><b>Financial Communications</b></h4>
<ul><li>Partner closely with Finance, Investor Relations, and Legal teams to lead communications strategies for major financial announcements and corporate milestones.</li>
<li>Draft and refine internal and external financial materials, shareholder messaging, FAQs, and internal briefing docs.</li>
<li>Ensure financial messaging is accurate, consistent, and aligned with broader corporate communications.</li>
</ul><h4 class="jobSectionHeader"><b>Crisis &amp; Reputation Management</b></h4>
<ul><li>Monitor and assess crises and issues that may impact corporate reputation, providing real-time counsel and communication plans.</li>
<li>Develop and maintain messaging frameworks and holding statements for high-risk or sensitive scenarios.</li>
<li>Lead cross-functional alignment for rapid response communications when needed, ensuring consistency and control across channels.</li>
<li>Work with cross-functional teams to lead and oversee issues and reputation management plans and support.</li>
<li>Establish playbooks and protocols for risk mitigation and incident response preparedness.</li>
</ul><h4 class="jobSectionHeader"><b>Internal Communications</b></h4>
<ul><li>Develop and manage internal communications plans that keep employees informed, inspired, and aligned on corporate and financial news and updates.</li>
<li>Draft executive communications, manage content for All-Hands meetings, and lead internal message development around key corporate and financial initiatives.</li>
<li>Manage change management and executive communications for c-level executives.</li>
</ul><h3 class="jobSectionHeader"><b>Qualifications</b></h3>
<ul><li>15+ years of experience in corporate communications and public relations with a specific focus on corporate, financial communications and issues and reputation management. B2B and public company experience required.</li>
<li>Proven experience supporting high-growth technology companies through major funding, scale, or pre-IPO phases.</li>
<li>Experience turning complex financial strategy into clear messaging for internal and external audiences.</li>
<li>Demonstrated strength in media relations, with experience building and maintaining relationships with business and financial journalists.</li>
<li>Proven experience working in both in-house and PR agency environments.</li>
<li>Familiarity with M&amp;A communications and corporate transaction-related work.</li>
<li>Strong crisis communications and issues management experience.</li>
<li>Track record of collaborating effectively with cross-functional partners and agency teams.</li>
<li>Excellent written and verbal communication skills, with the ability to translate complex information into clear, credible messaging for diverse audiences.</li>
<li>Strong critical thinking skills and comfort operating in a fast-paced, deadline-driven environment, managing multiple priorities simultaneously.</li>
<li>Bachelor&rsquo;s degree in Communications, Public Relations, Journalism, or a related field. Advanced degree is a plus.</li>
<li>Strong relationships with Executives, Finance, Investor Relations, and Legal will be crucial to ensure alignment, compliance, and impact across all communications.</li>
<li>Comfort using AI-enabled tools to support messaging development, media and issues analysis, and reputational risk assessment, with sound judgment around appropriate use.</li>
<li>Willingness to work in a hybrid model alongside key executives in our San Francisco, CA office or work from New York City, NY with the ability to travel.</li>
</ul></div><div><div><div><div><p><b><i>
Pay Transparency</i></b><br>
<i>Your compensation may be based on several factors, including education, work experience, and certifications. For certain roles, total compensation may include restricted stock units. Motive offers benefits including health, pharmacy, optical and dental care benefits, paid time off, sick time off, short term and long term disability coverage, life insurance as well as 401k contribution (all benefits are subject to eligibility requirements). Learn more about our benefits by visiting</i><i> Motive Perks &amp; Benefits</i><i>.</i><br>
<br>
<i>The compensation range for this position will depend on where you reside. For this role, the compensation range is:</i></p></div></div><p>
United States</p><p>
$198,000 - $311,000 USD</p></div></div><div><p><i>
Creating a diverse and inclusive workplace is one of Motive's core values. We are an equal opportunity employer and welcome people of different backgrounds, experiences, abilities and perspectives.</i></p>
<p><i>
Please review our Candidate Privacy Notice </i><i>here</i><i>.</i></p>
<p><i>
UK Candidate Privacy Notice </i><i>here</i><i>.</i></p>
<p><i>
The applicant must be authorized to receive and access those commodities and technologies controlled under U.S. Export Administration Regulations. </i><i>It is Motive's policy to require that employees be authorized to receive access to Motive products and technology.</i></p></div></div>

Director, Financial & Corporate Communications

Uber

<div><b>About the Role
</b><br>
<br>
The Global Community Operations organization provides support to Uber customers and various partners. As autonomous vehicles (AVs) become an increasingly important part of our offering, we are seeking a highly motivated and detail-oriented Senior Strategic Planning Associate to help manage the operational rhythm and planning efforts for AV Support. This role will be critical in leading key planning cadences, driving workforce and financial tracking, and informing agent strategy decisions.
<br>
<br>
You will partner closely with cross-functional stakeholders across Finance, Operations, Product, and Community Operations to build scalable mechanisms that guide investments, headcount strategy, and performance tracking across AV Support verticals including Rider/Eater Support, Remote Vehicle Assistance, and Field Support Operations.
<br>
<br>
This role sits at the intersection of financial rigor and strategic judgment - you will build and defend the operating plan, own headcount and budget forecasting, and advise on how our support network should evolve. This is not a traditional FP&amp;A role, the right candidate brings strong financial foundations alongside the ability to form and influence business strategy.
<br>
<br>
<b>What You'll Do
</b><ul><li><b>Lead Strategic Planning Cadences: </b>Act as the point of contact for AV Support's mid-year and annual planning cycles, owning financial and operational components such as headcount forecasts, OKRs, and investment asks. Lead ad hoc strategic investment decisions to inform high-impact decisions in a rapidly evolving space
</li><li><b>Workforce and Budget Management: </b>Own headcount planning and forecasting across Mobility CX, Delivery CX, Remote Assistance, and Field Support Ops. Track actuals vs plan and proactively flag risks and actionable recommendations. Develop cost models across support functions, including labor, vendor spend, and infrastructure investments.
</li><li><b>Support Agent Network Strategy Projects: </b>Manage our network strategy - leading initiatives focused on agent footprint strategy, channel mix, automation, and enablement priorities across key functions. Build our long-term roadmap, ensuring alignment between our network strategy and evolving AV operational needs.
</li><li><b>Define Performance Targets &amp; Enable Decisions: </b>Set targets and measure performance across key support metrics - ensuring robust, defensible planning assumptions and methodologies. Build executive-ready narratives translating operational plans into clear business insights.
</li><li><b>Partner Cross-Functionally: </b>Collaborate with Finance, Ops, and CommOps to align on headcount, budget, and operational strategy.
</li></ul><b>Basic Qualifications
</b><ul><li>4+ years of experience in strategic finance, FP&amp;A, investment banking, corporate strategy, or management consulting
</li><li>Bachelor's degree
</li></ul><b>Preferred Qualifications
</b><ul><li>High proficiency in Excel/Google Sheets and ability to work with large data sets
</li><li>Strong track record in customer experience strategy or sales
</li><li>Experience with financial and headcount planning, preferably in a support operations or tech environment
</li><li>Proven experience in working with diverse set of functions and stakeholders in complex organizational settings
</li><li>Strong analytical and organizational skills with experience managing planning or reporting processes
</li><li>Excellent communication and stakeholder management capabilities
</li><li>Strong critical thinking skills with the ability to use data to develop strategies and make decisions quickly
</li><li>Prior exposure to autonomous vehicle programs or similar high-innovation spaces
</li><li>Strong communication and presentation skills, including experience presenting data &amp; insights to senior audiences
</li>SQL proficiency is a plus<br>
<li>
</li></ul><br>
<br>
For Chicago, IL-based roles: The base salary range for this role is USD$118,000 per year - USD$131,000 per year. For New York, NY-based roles: The base salary range for this role is USD$131,000 per year - USD$145,500 per year. For San Francisco, CA-based roles: The base salary range for this role is USD$131,000 per year - USD$145,500 per year. For Washington, DC-based roles: The base salary range for this role is USD$131,000 per year - USD$145,500 per year. For all US locations, you will be eligible to participate in Uber's bonus program, and may be offered an equity award &amp; other types of comp. All full-time employees are eligible to participate in a 401(k) plan. You will also be eligible for various benefits. More details can be found at the following link https://jobs.uber.com/en/benefits.</div>

Senior Associate, AV Support Strategic Planning

Lightning AI

<div><div><h1 class="jobSectionHeader"><b>Who We Are</b></h1>
<p>
Lightning AI is the company behind PyTorch Lightning. Founded in 2019, we build an end-to-end platform for developing, training, and deploying AI systems&mdash;designed to take ideas from research to production with less friction.</p>
<p>
Through our merger with Voltage Park, a neocloud and AI Factory, Lightning AI combines developer-first software with cost-efficient, large-scale compute. Teams get the tools they need for experimentation, training, and production inference, with security, observability, and control built in.</p>
<p>
We serve solo researchers, startups, and large enterprises. Lightning AI operates globally with offices in New York City, San Francisco, Seattle, and London, and is backed by Coatue, Index Ventures, Bain Capital Ventures, and Firstminute.</p>
<div>
<h1 class="jobSectionHeader"><b>Our Values</b></h1>
</div>
<ul><li><p><b>Move Fast</b>: We act with speed and precision, breaking down big challenges into achievable steps.</p>
</li>
<li><p><b>Focus</b>: We complete one goal at a time with care, collaborating as a team to deliver features with precision.</p>
</li>
<li><p><b>Balance</b>: Sustained performance comes from rest and recovery. We ensure a healthy work-life balance to keep you at your best.</p>
</li>
<li><p><b>Craftsmanship</b>: Innovation through excellence. Every detail matters, and we take pride in mastering our craft.</p>
</li>
<li><p><b>Minimal</b>: Simplicity drives our innovation. We eliminate complexity through discipline and focus on what truly matters.</p>
</li>
</ul></div><p><b>What We're Looking For</b></p>
<p>
We are looking for a Senior Finance Associate to drive priorities across strategic finance, corporate development, and FP&amp;A as Lightning AI scales. You will partner with cross-functional stakeholders to shape unit economics, advise on deal pricing, and guide investment decisions. You will support GPU financing, fundraising, and investor relations to help Lightning AI acquire and allocate capital effectively. You will also build an operating cadence for P&amp;L management, reporting, forecasting, and planning, turning data into decision-ready insights for leadership.</p>
<p>
The finance scope is deep, leadership visibility is high, and the work directly influences revenue growth, margin expansion, and capital allocation. If you want meaningful ownership, steep learning, and proximity to the decisions that shape an AI cloud, this role is for you.<br>
<br>
This is a hybrid role based in either San Francisco or New York City with in-office requirements of 2 days per week. The salary range for this role is $135,000-$165,000.</p>
<p><b>
What You'll Do</b></p>
<ul>
<li>Support deal reviews with Sales and leadership and recommend pricing decisions</li>
<li>Partner with Marketing on spend allocation, pipeline efficiency, and unit economics analyses (LTV/CAC, payback period)</li>
<li>Partner with Product on ROI for software investments and strategic initiatives</li>
<li>Partner with Infrastructure Operations on capacity planning and CapEx assessment</li>
<li>Model GPU financing structures and assess returns</li>
<li>Support lender and investor communications, materials, and data rooms</li>
<li>Monitor industry trends and the competitive landscape to identify potential business risks and opportunities</li>
<li>Contribute to M&amp;A sourcing and diligence models</li>
<li>Build and maintain a driver based model for P&amp;L, balance sheet, and cash flow statement</li>
<li>Prepare executive-level business reviews for leadership and board</li>
<li>Lead monthly and quarterly reporting, ensuring accuracy and highlighting key business drivers</li>
<li>Develop forecast cycles and strengthen forecast accuracy by partnering closely with cross-functional stakeholders</li>
<li>Support annual planning and long-range planning</li>
<li>Conduct rigorous analysis of key performance indicators, operational metrics, and business trends</li>
<li>Manage FP&amp;A systems and tooling and maintain data accuracy</li>
</ul>
<p><b>What You'll Need</b></p>
<ul>
<li>Bachelor's degree in Business Administration, Finance, Economics, or a related field</li>
<li>4+ years in Strategic Finance, FP&amp;A, investment banking, private equity, or venture capital, ideally with a focus on software, AI, and/or cloud infrastructure</li>
<li>Advanced proficiency in Excel and Google Sheets and experience building complex financial models</li>
<li>Excellent written and verbal communication</li>
<li>Track record of cross-functional partnership</li>
<li>Analytical and strong problem-solving ability</li>
<li>Team player with a growth mindset, positive attitude, and strong work ethic</li>
<li>Bias to action and desire to work in a startup environment</li>
<li>Experience with capital markets, M&amp;A, or CapEx financing</li>
<li>Exposure to cloud or AI infrastructure economics and data center capacity planning</li>
<li>Familiarity with FP&amp;A systems and data tooling (e.g., NetSuite)</li>
</ul><div><h2 class="jobSectionHeader"><b>Benefits and Perks</b></h2>
<p>
We offer competitive base salaries and equity with a 25% one year cliff and monthly vesting thereafter. For our international employees, we work with our EOR to pay you in your local currency and provide equitable benefits across the globe.</p>
<p>
In the US, we offer:</p>
<ul>
<li>Medical, dental and vision</li>
<li>Life and AD&amp;D insurance</li>
<li>Flexible paid time off including winter closure</li>
<li>Paid family leave benefits</li>
<li>$500 one time home office stipend</li>
<li>$1,000 annual learning &amp; development stipend</li>
<li>100% Citibike membership (NYC only)</li>
<li>$45/month gym membership</li>
<li>Additional various medical and mental health services</li>
</ul>
<p>At Lightning AI, we are committed to fostering an inclusive and diverse workplace. We believe that diverse teams drive innovation and create better products. We provide equal employment opportunities to all employees and applicants without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected characteristic. We are dedicated to building a culture where everyone can thrive and contribute to their fullest potential.</p></div></div>

Senior Finance Associate

FloQast

<div><div><p>As a Forward Deployed Accountant (FDA), you&rsquo;ll lead the deployment of FloQast&rsquo;s Transform AI Agents for corporate customers, helping them automate core accounting workflows and improve operational efficiency. You&rsquo;ll work directly with customers to understand their processes, configure automation solutions, and deliver tangible outcomes.</p>
<p>
This is a customer-facing role for accounting professionals who are eager to apply their domain knowledge in a technical setting and grow their skills at the intersection of finance and AI-powered automation.</p>
<ul><li><b>Visa sponsorship is NOT available at this time</b></li></ul>
<p><i>
This is a remote position, but candidates MUST be based in the Bay Area.</i></p></div>
<div><div><h3 class="jobSectionHeader"><b>
What You'll Do:</b></h3><div><div><ul>
<li>Build and deploy AI Agents that automate low to medium-complexity accounting workflows for corporate accounting teams, ensuring accurate configuration, testing, and documentation.</li>
<li>Enable corporate accounting teams to build and deploy AI Agents by delivering structured training, hands-on workshops, guided build sessions, and office hours, while supporting customers in identifying automation opportunities, assessing use case feasibility, and use case scoping.</li>
<li>Accelerate adoption across corporate accounting teams by leading enablement sessions and ongoing coaching that help users build confidence in designing, deploying, and maintaining their own AI Agents.</li>
<li>Perform basic troubleshooting by reviewing Agent configurations, validating inputs and outputs, and coordinating escalation with technical or integration resources as needed.</li>
<li>Support product improvement by sharing customer feedback and observations, participating in feature testing, and identifying usability gaps or enhancement opportunities.</li>
<li>Guide partner-led implementations by working closely with partner consultants, ensuring adherence to internal delivery guidelines, and delivering training to develop partner proficiency.</li>
<li>Travel as needed (up to 30%) to customer sites for hands-on deployment, training, and adoption workshops.</li>
<li>Lead internal enablement sessions by training team members on Transform&rsquo;s Agent-building tools, sharing technical best practices, and equipping them to confidently support customers in building and deploying AI Agents.</li>
</ul></div></div></div></div><div><div><h3 class="jobSectionHeader"><b>What You'll Bring:</b></h3><div><div><ul>
<li>2&ndash;4 years of experience in accounting, audit, or accounting operations roles, with strong familiarity with core workflows such as reconciliations, journal entries, variance reviews, and month-end close activities.</li>
<li>Background in accounting required, CPA preferred. Experience in public accounting, audit, or corporate accounting is strongly preferred.</li>
<li>Familiarity with workflow automation, system optimization, or technology-enabled accounting processes.</li>
<li>Familiarity with data-flow, API, and integration concepts commonly used in accounting system.</li>
<li>Strong communication skills to lead training sessions, workshops, and guided build sessions with corporate accounting teams.</li>
<li>Ability to break down complex accounting processes and convert them into structured automation steps</li>
<li>Strong organizational skills to manage training schedules, documentation, and customer enablement activities.</li>
<li>Willingness to travel for corporate customer training, workshops, and enablement engagements.</li>
</ul></div></div></div></div><div><div><h3 class="jobSectionHeader"><b>Nice to Haves:</b></h3><div><div><ul>
<li>CPA or degree in Accounting or Finance</li>
<li>Experience in Professional Services, Finance Transformation, or Process Optimization, ideally serving accounting or audit functions.</li>
<li>Experience with ERP systems (e.g., NetSuite, Intacct, Microsoft Dynamics) and accounting close processes</li>
<li>Familiarity with AI or automation platforms: LLM-based agents, RPA tools (e.g., UiPath), or AI workflow builders</li>
<li>Previous roles similar to Forward Deployed Engineer, Resident Consultant, or Embedded Solutions Architect</li>
<li>Experience designing or maintaining SQL-based reporting, and configuring API integrations between finance or operational systems</li>
<li>Strong business acumen with the ability to translate accounting/operational requirements into scalable technical workflows</li>
<li>Background in SaaS platforms focused on finance transformation, compliance, or accounting automation</li>
</ul></div></div></div></div><div><div><div>The base pay range for this position is $89,600 - $134,000. This position is eligible for a bonus plan in addition to base pay. Compensation is not limited to base salary. FloQast values our Total Rewards, and offers a competitive and elaborate Benefits Package including, but not limited to, Medical, Dental, Vision, Family Forming benefits, Life &amp; Disability Insurance, Unlimited Vacation and participation in our Employee Stock Program. FloQast reserves the right to amend, change, alter, and revise pay ranges and benefits offerings at any time. All applicants acknowledge that by applying to this position you understand that this specific pay range is contingent upon meeting the qualifications and requirements of the role, and for the successful completion of the interview selection and process. It is at the Company's discretion to determine what pay is provided to a candidate within the range associated with the role.</div>
<div></div>
<div>#LI-LB1</div>
<div>#LI-Hybrid1</div></div><div></div><div><br>
</div>
<div>About FloQast:</div>
<div>FloQast is the leading AI-powered Accounting Transformation Platform, uniquely built by former accountants for accountants. We automate complex, recurring accounting workflows&mdash;transforming preparers into strategic reviewers and relieving accountants from tedious manual work. Our cloud-based solution is trusted by over 3,500 world-class accounting teams, including Lululemon, Doordash, and the MLB, to drive collaboration and financial accuracy. Driven by a mission to continuously elevate the profession, FloQast is redefining both the practice and the perception of accounting on a global scale.</div>
<div></div>
<div>Our values act as a guiding compass, shaping every decision we make, and are non-negotiable, particularly in our hiring process. Alongside our employees, partners, and customers, we embody these values every day:</div>
<div><i>Unwaveringly Authentic</i></div>
<div><i>Ambitious with Integrity</i></div>
<div><i>Empowered to Grow</i></div>
<div><i>Committed to Collaboration</i></div>
<div><i>Customer Obsessed in All Ways</i></div>
<div></div>
<div>FloQast is regularly rated as a Best Place to Work!</div>
<ul><li>Inc. Magazine&rsquo;s Best Workplaces in 2025, 2024, 2023, 2022, and 2021</li></ul>
<ul><li>Best Places to Work by LA Business Journal since 2017 (that&rsquo;s 9 years!)</li></ul>
<ul><li>Built In&rsquo;s Best Place to Work in Los Angeles 7 years in a row!</li></ul>
<div></div>
<div>Because we are Customer Obsessed in All Ways, check out what our customers have to say about FloQast on G2 Crowd.</div><br>
<div></div>
<div></div>
<div><i>FloQast, Inc is committed to operating fair and unbiased recruitment procedures allowing all applicants an equal opportunity for employment, free from discrimination on the basis of religion, race, sex, age, sexual orientation, disability, color, ethnic or national origin, or any other classification as may be protected by applicable law. We aim to recruit the right people for the jobs we have to offer, and to assess applications on the basis of relevant skills, education, and experience. We welcome people of different backgrounds, experiences, abilities, and perspectives. We are an equal opportunity employer and strive to provide a professional and welcoming workplace for all employees.</i></div>
<div></div>
<div>Link to FloQast Recruiting AI Usage Policy</div></div>
<div><div>We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.</div></div></div>

Forward Deployed Accountant

<div><p>We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You&rsquo;ll find an environment that inspires and empowers you to thrive both personally and professionally. There&rsquo;s no one like you and that&rsquo;s why there&rsquo;s nowhere like RSM.</p><p></p><p>
RSMUS is currently seeking a Supervisor to join our Accounting and Finance Consulting practice within our Strategic Finance and FP&amp;A solution set. We advise clients on strategic planning, financial planning and analysis (FP&amp;A), budgeting, and capital structure optimization throughout various stages of a company&rsquo;s life cycle via in-depth consulting and financial modeling.</p><p></p><div><p>
The ideal Supervisor candidate has 4-6+ years of related experience in a high growth and fast paced setting and has extensive experience performing in-depth company valuations, building detailed operating and cash flow models, assessing industry and competitive landscapes, performing due diligence, and executing both M&amp;A transactions and private / public financings. The ideal candidate has client facing experience from consulting, public accounting, private equity, venture capital or investment banking. High upside candidates with backgrounds in FP&amp;A will also be considered. Advanced financial modeling experience is required for any candidate to be considered.</p><p></p><p><b>
Responsibilities:</b></p><ul><li>Analyze financial information to forecast business expectations and develop financial analytics solutions for strategic planning; develop investment values; deal analysis associated with mergers and acquisitions, integrations, and divestitures</li><li>Interpret data and propose strategies based on future risk trends, market, and industry influences, Evaluate current and historical financial data</li><li>Study economic and business trends</li><li>Be current with business and economic issues relevant to the client's business.</li><li>Utilize technology and tools to provide innovative high value services</li><li>Consistently deliver quality client services by monitoring progress and demonstrate in-depth technical capabilities and professional knowledge</li></ul><p></p><p><b>
Qualifications:</b></p><ul><li>Expert at developing and explaining fully integrated 3-Statement financial models in Microsoft Excel</li><li>Advanced level of proficiency in modeling Equity, Debt, and hybrid instruments as they relate to a transaction or strategic finance related event</li><li>Proficiency and experience creating board level and management ready presentations in Power Point highlighting key</li><li>Client deliverables, findings, and solutions</li><li>Advanced level of proficiency developing consolidated, Business Unit, Business Line, and asset-level forecasts using both bottoms-up and top-down approaches</li><li>Strong fundamental valuation skills including exceptional understanding of both the income and market approaches</li><li>Bachelor's degree in Business, Accounting, Finance, Economics, Engineering or a related field, plus five years of post-bachelor's, work experience involving financial analysis; OR a Master's degree in Business, Accounting, Finance,</li><li>Economics, Engineering, or a related field, plus five years of related work experience involving financial analysis</li><li>Prior knowledge working with a formal commercial banking, equity research or valuation practice within an investment banking, commercial banking, financial planning and analysis, accounting, or consulting firm, or experience working within an in house-corporate development or FP&amp;A team</li><li>Experience building financial analytics models and tools from scratch in MS Excel and experience with one or more of the following: VBA, MS Access, SQL Server, Data Visualization applications (such as Tableau, Power BI, or Spotfire), and Alteryx</li><li>Minimum of 4 years of team lead or in-charge experience overseeing staff on multiple engagements</li><li>Willingness to travel up to 25% to meet client needs</li></ul></div><p></p><p>
At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life&rsquo;s demands, while also maintaining your ability to serve clients. Learn more about our total rewards at https://rsmus.com/careers/working-at-rsm/benefits.</p><p></p><p>
All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.</p><p></p><p>
Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at 800-274-3978 or send us an email at careers@rsmus.com.</p><p></p><p>
RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.</p><p></p><p>
RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please click here for additional information.</p><p></p><p>
At RSM, an employee&rsquo;s pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.</p><p></p>
Compensation Range: $81,400 - $153,500<p></p><div><div><div><div><div><div><div><div><div><div><div><div><div><div><p>
Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.</p></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div>

Accounting and Finance Consulting - Supervisor, Strategic Finance and FP&A, Advanced Decision Modeling

KeyBank

<b>Location:</b><br>
1 California Street, San Francisco California
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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.
<br><br>
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.
<br><br>
<b>ESSENTIAL JOB FUNCTIONS:</b><br>
<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>
<b>REQUIRED QUALIFICATIONS:</b><br>
<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
<br><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>
<b>PREFERRED QUALIFICATIONS:</b><br>
<ul>
<li>Previous experience in investment and/or corporate banking, including internships</li>
<li>Formal Credit Training</li>
<li>MBA</li>
</ul>
<b>COMPETENCIES:</b><br>
<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
<br>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.
<br>Please click here for a list of benefits for which this position is eligible.
<br><br>
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.
<br><br>
<b>Job Posting Expiration Date:</b> 05/10/2026
<br><br>
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.
<br>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.
<br><br>
#LI-Hybrid

Corporate Banking Analyst, Native American Gaming

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