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finance analyst

Rippling

<div><p><b>About Rippling</b></p><p>
Rippling gives businesses one place to run HR, IT, and Finance. It brings together all of the workforce systems that are normally scattered across a company, like payroll, expenses, benefits, and computers. For the first time ever, you can manage and automate every part of the employee lifecycle in a single system.</p><p></p><p><br>
Take onboarding, for example. With Rippling, you can hire a new employee anywhere in the world and set up their payroll, corporate card, computer, benefits, and even third-party apps like Slack and Microsoft 365&mdash;all within 90 seconds.</p><p></p><p><br>
Based in San Francisco, CA, Rippling has raised $1.4B+ from the world&rsquo;s top investors&mdash;including Kleiner Perkins, Founders Fund, Sequoia, Greenoaks, and Bedrock&mdash;and was named one of America's best startup employers by Forbes.</p><p></p><p><br>
We prioritize candidate safety. Please be aware that all official communication will only be sent from @Rippling.com addresses.</p><p></p><p><b><br>
About The Role</b></p><p>
We&rsquo;re looking for a high-potential Strategic Finance Analyst to help shape the scaling of Rippling&rsquo;s R&amp;D engine. This role will work directly with senior management on the Engineering, Product, and Finance teams, playing a key role in financial decisions that fuel Rippling&rsquo;s rapid growth.</p><p></p><p><br>
R&amp;D is a critical component of Rippling&rsquo;s success, and this position is fundamental to driving strategic and financial initiatives within the R&amp;D org. Primary responsibilities will include a combination of building and maintaining models, creating new models to evaluate potential investments and product launches, ensuring teams remain within financial guardrails, and partnering with key cross-functional stakeholders. There will be an emphasis on drawing data-driven insights to further enhance the impact and success of the R&amp;D org.<br>
<br>
We&rsquo;re looking for someone early in their career who has demonstrated exceptional performance and is eager to apply that foundation in a fast-paced environment. This role sits at the intersection of finance, strategy, and operations, translating data into decisions that drive durable growth. You&rsquo;ll be joining a team of finance professionals with prior experience in investment banking, private equity, venture capital, and high-growth technology companies.<br>
<br>
The role is based in San Francisco, CA (in-office only). The ideal candidate will have prior experience in analytical roles (investment banking, consulting, investing, etc.)</p><p></p><p><b><br>
What you'll do</b></p><ul><li>
Work closely with functional leadership, cross-functional partners, and colleagues across the Finance organization to support date-driven decision making</li><li>
Create financial models from scratch to size business initiatives and the investment required to achieve them in order to help business leaders make ROI-based trade-offs</li><li>
Partner with the business and cross-functional team members to develop and maintain robust, scalable forecasting models</li><li>
Develop a greater depth of understanding around R&amp;D efficiency metrics</li><li>
Partner with R&amp;D leadership to develop and monitor headcount and vendor spend to ensure that the company&rsquo;s financial plan remains on track.</li><li>
Help implement processes and reporting that allow Rippling to operate with increasing scale and discipline</li><li>
Coordinate and prepare materials for executive review, including for board meetings and fundraising efforts</li></ul><h3 class="jobSectionHeader"><b>
What you will need</b></h3><ul><li>
~2 years of experience in investment banking, management consulting, or similarly rigorous analytical roles</li><li>
Advanced financial modeling and analytical skills</li><li>
Interest in understanding how B2B software businesses operate</li><li>
Excellent communication - written, verbal, and presentation</li><li>
Self-starter with the ability to manage time, deliverables, and cross-functional relationships</li><li>
Ability to navigate a fast-paced, entrepreneurial work environment</li><li>
Organized, attentive to detail, and intellectually curious</li></ul><h3 class="jobSectionHeader"><b>
If you don&rsquo;t necessarily meet all of the requirements listed here, we still encourage you to apply because skills can be used in lots of different ways, your life experience is equally important sometimes.</b></h3><br>
<b>
The pay range for this role is:</b><br>
81,000 - 128,000 USD per year(US Tier 1)</div>

Strategic Finance Analyst, R&D

Nen Creative

<div><h2 class="jobSectionHeader"><b>About Nen Creative</b></h2><p>
Nen Creative partners with tech startups to launch bold ideas into the world, creating the brands, products, and stories that fuel their growth.</p><p>
Since 2022, we've partnered with some of the world's top founders and institutions including Amazon, Pear VC, Andreessen Horowitz, Mercor, Context Inc, Netic, Listen Labs, Tech Week, the University of Pittsburgh, Somethings, Mantis VC, Spur, Flora, and more.</p><p>
We're growing fast and looking for great people to join us.</p><p></p><h2 class="jobSectionHeader"><b>
About the Opportunity</b></h2><p>
We're looking for a Finance &amp; Operations Analyst to own the financial and operational backbone of our creative agency. This role is split between two equally important sides: keeping day-to-day financial operations running smoothly (AP/AR, invoicing, payments) and building the reports, forecasts, and analysis that help us make better decisions.</p><p>
You'll work directly with leadership to manage cash flow, track project and team performance, and turn data into insights that drive the business forward. This is a remote role.
</p><p></p><h2 class="jobSectionHeader"><b>What You'll Do</b></h2><h3 class="jobSectionHeader"><b>
Financial Operations</b></h3><ul><li><p>
Own all accounts payable and accounts receivable &mdash; making sure vendors are paid on time and client payments are collected</p></li><li><p>
Manage invoicing and payment tracking</p></li><li><p>
Review and reconcile expenses from Ramp and QuickBooks</p></li><li><p>
Prepare monthly financial reports and summaries for leadership</p></li><li><p>
Build and maintain dashboards for revenue, costs, margins, and cash flow</p></li></ul><h3 class="jobSectionHeader"><b>
Forecasting &amp; Planning</b></h3><ul><li><p>
Own monthly, quarterly, and annual forecasting</p></li><li><p>
Maintain rolling projections for revenue, expenses, and staffing needs</p></li><li><p>
Model financial scenarios to support decision-making around hiring, pricing, and growth</p></li></ul><h3 class="jobSectionHeader"><b>
Project &amp; Operational Analytics</b></h3><ul><li><p>
Track project budgets, profitability, and forecasted vs actual performance</p></li><li><p>
Monitor team utilization and project assignments to identify capacity issues</p></li><li><p>
Analyze project and team performance data to surface quality trends &mdash; for example, identifying patterns in revision cycles, client feedback, or delivery timelines</p></li><li><p>
Flag risks, discrepancies, or inefficiencies proactively and recommend solutions</p></li></ul><h3 class="jobSectionHeader"><b>
Systems &amp; Process</b></h3><ul><li><p>
Maintain accurate project and client data in Airtable and Asana</p></li><li><p>
Refine internal tools, templates, and reporting models</p></li><li><p>
Identify manual workflows and propose automation (formulas, scripts, Zapier)</p></li></ul><p></p><h2 class="jobSectionHeader"><b>
What We're Looking For</b></h2><ul><li><p>
2-5 years of experience in finance, operations, or a combined role &mdash; ideally at a startup or small to mid-size company or agency</p></li><li><p>
Comfortable in fast-paced environments</p></li><li><p>
Strong foundation in accounting and financial analysis</p></li><li><p>
Experience managing AP/AR and day-to-day financial operations</p></li><li><p>
Proficiency in Google Sheets / Excel (pivot tables, lookups, financial modeling)</p></li><li><p>
Analytical mindset &mdash; you can connect the dots between financial data, project performance, and operational decisions</p></li><li><p>
Self-directed and proactive &mdash; you take ownership of problems, not just tasks</p></li><li><p>
Strong English communication and attention to detail</p></li><li><p>
Comfortable working independently in a remote environment</p></li></ul></div>

Finance & Operations Analyst

CBRE

<div><div><div><div><div><div><b>DASF Sr Analyst
</b></div></div></div></div></div><div><div><div><div><div><b>Job ID
</b></div><div>265225
</div></div><div><div><b>Posted
</b></div><div>10-Mar-2026
</div></div><div><div><b>Service line
</b></div><div>Advisory Segment
</div></div><div><div><b>Role type
</b></div><div>Full-time
</div></div></div></div></div><div><div><div><div><div><b>Areas of Interest
</b></div><p>Capital Markets
</p></div></div></div></div><div><div><div><div><div><b>Location(s)
</b></div><p>San Francisco - California - United States of America
</p></div></div></div></div><div><div><div><div><div><div><div>About the Role:</div><div>
As a CBRE Debt Advisory and Structured Finance Sr. Analyst, you&rsquo;ll have the opportunity to be involved at every stage of a large or high-profile real estate transaction.</div><div>
This job is part of the Debt Advisory &amp; Structured Finance function. They are responsible for debt, financing, and refinancing options for the development, funding, or refinancing of assets.</div><div></div><div><br>
What You&rsquo;ll Do:</div><ul><li>Evaluate complex information to prepare various reports, opinions, and loan packages.</li><li>Examine financial statements, information, and market research to create executive summaries, debt offer memorandums, and loan submission packages for review.</li><li>Prepare a variety of reports and statements for Sr. management review. Arrange for the preparation of graphics or illustrations to include research findings.</li><li>Review internal and external collateral materials, proofread content, ensure appropriate branding, and approve materials for distribution.</li><li>Study, forecast and investigate trends in the commercial mortgage finance industry.</li><li>Produce multifaceted financial models for commercial and multifamily real estate transactions.</li><li>Monitor due diligence and manage the sales process from marketing to closing for each transaction.</li><li>Apply general knowledge of standard principles and techniques/procedures to accomplish assigned tasks and solve routine problems</li><li>Have a broad knowledge of own job discipline and some knowledge of several job disciplines within the function.</li><li>Lead by example and model behaviors that are consistent with CBRE RISE values. May convince to reach an agreement.</li><li>Impact the quality of own work and the work of others on the team.</li><li>Work primarily within standardized procedures and practices to achieve objectives and meet deadlines.</li><li>Explain complex information to others in straightforward situations.</li></ul></div>
</div></div></div></div></div><div><div><div><div><div><div><div>What You&rsquo;ll Need:</div><ul><li>Bachelor's Degree with 2-5 years of relevant experience. Real estate sales license and knowledge of ARGUS preferred. Working knowledge of fundamental real estate finance concepts including market and investment analysis.</li><li>Understanding of existing procedures and standards to solve slightly complex problems.</li><li>Ability to analyze possible solutions using technical experience to apply appropriate judgment and precedents.</li><li>In-depth knowledge of Microsoft Office products. Examples include Word, Excel, Outlook, etc.</li><li>Strong organizational skills with an inquisitive mindset.</li><li>Advanced math skills. Ability to calculate complicated figures such as percentages, fractions, and other financial-related calculations.</li></ul></div><div></div><div><p><b><br>
Why CBRE?</b></p><p>
When you join CBRE, you become part of the global leader in commercial real estate services and investment that helps businesses and people thrive. We are dynamic problem solvers and forward-thinking professionals who create significant impact. Our collaborative culture is built on our shared values &mdash; respect, integrity, service and excellence &mdash; and we value the diverse perspectives, backgrounds and skillsets of our people. At CBRE, you have the opportunity to chart your own course and realize your potential. We welcome all applicants.</p><p><b>
Our Values in Hiring</b></p><p>
At CBRE, we are committed to fostering a culture where everyone feels they belong. We value diverse perspectives and experiences, and we welcome all applications.</p><p><b>
Applicant AI Use Disclosure</b></p><p>
We value human interaction to understand each candidate's unique experience, skills and aspirations. We do not use artificial intelligence (AI) tools to make hiring decisions, and we ask that candidates disclose any use of AI in the application and interview process.</p><p><b>
Disclaimers</b></p><p>
Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future.</p><p><b>
About CBRE Group, Inc.</b></p><p>
CBRE Group, Inc. (NYSE:CBRE), a Fortune 500 and S&amp;P 500 company headquartered in Dallas, is the world&rsquo;s largest commercial real estate services and investment firm (based on 2024 revenue). The company has more than 140,000 employees (including Turner &amp; Townsend employees) serving clients in more than 100 countries. CBRE serves clients through four business segments: Advisory (leasing, sales, debt origination, mortgage serving, valuations); Building Operations &amp; Experience (facilities management, property management, flex space &amp; experience); Project Management (program management, project management, cost consulting); Real Estate Investments (investment management, development). Please visit our website at www.cbre.com.</p></div>
</div></div></div></div></div><div><div><div><div><div><div>CBRE carefully considers multiple factors to determine compensation, including a candidate&rsquo;s education, training, and experience. The minimum salary for the DASF Senior Analyst position is $80,000.00 annually and the maximum salary for the position is $90,000 annually. The compensation that is offered to a successful candidate will depend on the candidate&rsquo;s skills, qualifications, and experience. This role will provide the following benefits: 401(K), Dental insurance, Health insurance, Life insurance, and Vision insurance. Successful candidates will also be eligible for a discretionary bonus based on CBRE&rsquo;s applicable benefit program.</div>
</div></div></div></div></div><div><div><div><div><div><b>Equal Employment Opportunity: </b>CBRE has a long-standing commitment to providing equal employment opportunity to all qualified applicants regardless of race, color, religion, national origin, sex, sexual orientation, gender identity, pregnancy, age, citizenship, marital status, disability, veteran status, political belief, or any other basis protected by applicable law.<br>
<br>
<b>Candidate Accommodations:</b> CBRE values the differences of all current and prospective employees and recognizes how every employee contributes to our company&rsquo;s success. CBRE provides reasonable accommodations in job application procedures for individuals with disabilities. If you require assistance due to a disability in the application or recruitment process, please submit a request via email at recruitingaccommodations@cbre.com or via telephone at +1 866 225 3099 (U.S.) and +1 866 388 4346 (Canada).</div></div></div></div></div></div>

DASF Sr Analyst

Fragile

<div><p><b>About Fragile</b></p><p><b><br>
Fragile is redefining how hardware is built, financed, and distributed. </b>Whether it&rsquo;s risk modeling, capital markets, consumer experiences, or mass-scale refurbishment, we&rsquo;re building the infrastructure that the hardware industry runs on.</p><p><br>
We&rsquo;re a small team based in SF and NYC that relentlessly values talent density. We work across disciplines, reason deeply, move with urgency, and build for the real world. With investors including <b>Khosla Ventures, Lightspeed, and Benchmark,</b> we&rsquo;re building long-term infrastructure.</p><p><br>
As we expand our portfolio and product offerings, we&rsquo;re scaling our finance team to deliver actionable insights to our GTM, portfolio, and executive teams. This role will produce deep analyses of our core unit economics and portfolio performance, enabling better, faster decisions across each of our merchant partnerships.</p><p></p><p><b><br>
About the role</b></p><p><b><br>
You&rsquo;ll support ongoing projects and help guide company trajectory. </b>You will develop financial modeling and scenario planning across partner diligence, merchant performance, and enterprise-level forecasts. Your analysis will inform teams across the business on what&rsquo;s working, what isn&rsquo;t, and where we can improve.</p><p><br>
This role requires strong ownership of details and the ability to translate complexity into clear, decision-ready outputs. We&rsquo;re a lean team with frequent exposure to senior leadership and external partners. While you&rsquo;ll sit within our growing finance organization, you&rsquo;ll also support GTM initiatives as needed.</p><p><b><br>
Minimum requirements:</b></p><ul><li>
Experience in financial modeling, especially for consumer or software businesses</li><li>
1+ years of experience in either an in-house finance role; equivalent buy-side or sell-side experience also qualifies</li></ul><p><b><br>
The logistics</b></p><p>
This role is full-time and in person at our San Francisco office.</p><p><b>
Details:</b></p><ul><li>
$120,000 &ndash; $150,000 starting salary, plus equity.</li><li>
Free daily lunch, dinner, drinks, and snacks.</li><li>
Free Waymo rides to and from the office.</li><li>
Health, dental, and vision insurance.</li><li>
Relocation support to San Francisco.</li></ul><p><i>
Pursuant to the San Francisco Fair Chance Ordinance, we will consider qualified applicants with arrest and conviction records.</i></p><p></p><b><br>
The pay range for this role is:</b><br>
120,000 - 150,000 USD per year(Fragile HQ)</div>

Strategic Finance Associate

Klaviyo

<div><div><p><i>At Klaviyo, we value the unique backgrounds, experiences and perspectives each Klaviyo (we call ourselves Klaviyos) brings to our workplace each and every day. We believe everyone deserves a fair shot at success and appreciate the experiences each person brings beyond the traditional job requirements. If you're a close but not exact match with the description, we hope you'll still consider applying. Want to learn more about life at Klaviyo? Visit </i><i>klaviyo.com/careers</i><i> to see how we empower creators to own their own destiny.</i></p></div><p>
Klaviyo is seeking an experienced Senior Financial Analyst of Go-to-Market who will be a critical resource in driving and efficiently scaling Klaviyo's rapid growth. This position will be part of a Finance team that supports all functions in Klaviyo's Chief Revenue Officer's organization. This role will work closely with cross-functional teams to provide financial analysis, reporting, and recommendations that contribute to the overall success of Klaviyo's go-to-market organization. This is a fantastic opportunity for a candidate that wants to be part of a dynamic FP&amp;A organization that is scaling for the future.</p>
<p>
The ideal candidate is highly motivated, a problem-solver, a team player, detail-oriented, analytical, and outstanding at foundational FP&amp;A. This candidate is able to effectively translate financial guardrails and insights into actionable decisions for stakeholders. This candidate will be responsible for both owning core FP&amp;A work streams as well as supporting ad-hoc strategic projects.</p>
<p>
How You Will Make a Difference</p>
<ul>
<li>In partnership with the FP&amp;A Manager and broader FP&amp;A team, manage annual and quarterly OpEx forecasting, reporting, analytics, and the monthly close and forecasting process</li>
<li>Advise business leaders on financial implications of strategic decisions, including long-term planning, investment tradeoffs, and resource allocation</li>
<li>Build and maintain flexible financial models to assess GTM efficiency, sales productivity, scenario planning, and ad-hoc analyses</li>
<li>Proactively identify risks, opportunities, growth levers, and margin drivers through data-driven insights</li>
<li>Partner cross-functionally with Operations, Accounting, People Ops, Talent Acquisition, and Finance stakeholders to support planning, forecasting, and business efficiency</li>
<li>Support the implementation and transition of forecasting tools and processes in partnership with Finance stakeholders</li>
<li>Translate complex financial analysis into clear, actionable insights for business partners</li>
</ul>
<p>Who You Are</p>
<ul>
<li>Bachelor's degree in Finance, Accounting, or Economics</li>
<li>5+ years of experience in FP&amp;A or Finance at software companies with a subscription or SaaS business model</li>
<li>Comfortable working in a fast-paced, high growth environment</li>
<li>Excellent storyteller with deep strategic thinking, analytical and financial modeling skills</li>
<li>Attention to detail with passion for achieving a high degree of accuracy</li>
<li>Excellent communication skills, both written and verbal</li>
<li>Highly proficient in Excel and Powerpoint, and/or Google Suite</li>
<li>Experience working with financial tools (e.g., Pigment, Adaptive, Planful, NetSuite, ERP/BI integrations)</li></ul><br>
<p></p>
<p>
We use Covey as part of our hiring and / or promotional process. For jobs or candidates in NYC, certain features may qualify it as an AEDT. As part of the evaluation process we provide Covey with job requirements and candidate submitted applications. We began using Covey Scout for Inbound on April 3, 2025.</p>
<p>
Please see the independent bias audit report covering our use of Covey here</p><br>
<p></p>
<p>
#LI-HYRBID</p>
<p>
#LI-ABBEY</p><div><p><b>
Get to Know Klaviyo</b></p>
<p>
We're Klaviyo (pronounced clay-vee-oh). We empower creators to own their destiny by making first-party data accessible and actionable like never before. We see limitless potential for the technology we're developing to nurture personalized experiences in ecommerce and beyond. To reach our goals, we need our own crew of remarkable creators&mdash;ambitious and collaborative teammates who stay focused on our north star: delighting our customers. If you're ready to do the best work of your career, where you'll be welcomed as your whole self from day one and supported with generous benefits, we hope you'll join us.</p>
<p><i>
AI fluency at Klaviyo includes responsible use of AI (including privacy, security, bias awareness, and human-in-the-loop). We provide accommodations as needed.</i></p>
<p><i>
By participating in Klaviyo's interview process, you acknowledge that you have read, understood, and will adhere to our </i><i>Guidelines for using AI in the Klaviyo interview Process</i><i>. For more information about how we process your personal data, see our </i><i>Job Applicant Privacy Notice</i><i>.</i></p><br>
<p><i>
Klaviyo is committed to a policy of equal opportunity and non-discrimination. We do not discriminate on the basis of race, ethnicity, citizenship, national origin, color, religion or religious creed, age, sex (including pregnancy), gender identity, sexual orientation, physical or mental disability, veteran or active military status, marital status, criminal record, genetics, retaliation, sexual harassment or any other characteristic protected by applicable law.</i></p>
<div>
<div><div><div><div><div><div><div><div><div><div><div><i>IMPORTANT NOTICE: Our company takes the security and privacy of job applicants very seriously. We will never ask for payment, bank details, or personal financial information as part of the application process. All our legitimate job postings can be found on our official career site. Please be cautious of job offers that come from non-company email addresses (@klaviyo.com), instant messaging platforms, or unsolicited calls.</i></div>
<div></div>
<div><b>By clicking &quot;Submit Application&quot; you consent to Klaviyo processing your Personal Data in accordance with our Job Applicant Privacy Notice. If you do not wish for Klaviyo to process your Personal Data, please do not submit an application.</b><b><i> </i></b><i>You can find our Job Applicant Privacy Notice </i><i>here</i><i> and </i><i>here</i><i> (FR).</i></div></div></div></div></div></div></div></div></div></div></div></div></div></div><div></div>

Sr. Financial Analyst - GTM (Sales & Partnerships)

ALTRUIST

<div><div><p><b>About Altruist</b></p>
<p>
Altruist is transforming the multi-trillion dollar wealth management industry by building an AI platform for wealth professionals. We partner with financial advisors nationwide, empowering them to grow, optimize time and resources, and deliver superior outcomes for their clients.</p>
<p>
We're looking for exceptional talent to help us achieve our mission of making financial advice better, more affordable, and accessible to all. If you're passionate about challenging the status quo and want to do the most important work of your life, we'd love to meet you!</p>
<p><b>
But first, our values</b></p>
<p><b>
Kindness</b> - Kindness doesn&rsquo;t <i>just</i> equal niceness. We listen to understand. We embrace, and encourage healthy debate and diverse perspectives. We approach conflict openly, honestly, and respectfully.<br>
<br>
<b>Brilliance</b> - Humility is the skill we&rsquo;re most proud of and possessing a growth mindset is always top of mind. We take ownership in everything we touch; regularly using our unique superpowers to reach a common goal as a team. We succeed and fail as one.<br>
<br>
<b>Grit</b> - When challenges arise, we stay laser focused on achieving our mission and finding a way forward, even when it&rsquo;s hard. We are nimble and maintain a sense of urgency, swiftly adapting to change and overcoming obstacles.</p></div><div><p><b><i>
This is a hybrid role based out of our San Francisco FiDi office, with three days per week in the office.</i></b></p>
<p><b>
The opportunity</b></p>
<p>
Altruist is in the midst of an exceptional growth phase, and we&rsquo;re excited to hire a Senior Finance Analyst to join our growing FP&amp;A team. In this role, you&rsquo;ll be a key owner of our management reporting and forecasting engine across revenue, OpEx, headcount, and vendors. You will build and maintain monthly reporting packages, drive forecast accuracy, and provide clear, data-backed insights to senior leadership. Over time, you&rsquo;ll also step into ad‑hoc product, revenue, and strategic analytics, helping shape the broader strategy of the company. This role works closely with business leaders and the C‑suite, with opportunities to learn and collaborate across Treasury, Business Intelligence, Procurement and Broker‑Dealer reporting as Altruist scales.</p>
<p><b>
Your impact</b></p>
<ul>
<li><b>Own core management reporting:</b>
<ul><li>Prepare the monthly Revenue Flash, Monthly Business Review (MBR), and executive reporting packages.</li>
<li>Develop clear narratives around performance, key drivers, and variances vs. plan and prior periods.</li>
</ul></li><li><b>Lead OpEx and headcount reporting:</b>
<ul><li>Manage OpEx reporting (actuals and BvA) at both consolidated and cost center levels.</li>
<li>Partner with budget owners to explain variances, identify risks/opportunities, and recommend actions.</li>
<li>Maintain accurate headcount and vendor reporting, including hiring plans and run‑rate impacts.</li>
</ul></li><li><b>Forecasting and FP&amp;A systems:</b>
<ul><li>Maintain and update OpEx and headcount forecasts, ensuring they are timely, accurate, and aligned with business expectations.</li>
<li>Ensure all forecasts are accurately reflected and reconciled in Abacum (our FP&amp;A reporting system).</li>
<li>Help improve forecast precision through better driver-based modeling, process discipline, and data quality.</li>
</ul></li><li><b>Business partnership and decision support:</b>
<ul><li>Serve as a trusted partner to functional leaders (e.g., Product, Operations, GTM, G&amp;A) on budgets, investments, and trade‑offs.</li>
<li>Translate financial results into clear, actionable insights for non‑financial stakeholders.</li>
<li>Prepare materials for and present to senior leadership and C‑suite on performance, risks, and scenarios.</li>
</ul></li><li><b>Product, revenue, and strategic analytics:</b>
<ul><li>Support ad‑hoc analysis on product performance, revenue drivers, pricing, and unit economics.</li>
<li>Assist in building and refining driver-based models that connect operating metrics to financial outcomes.</li>
<li>Contribute to special projects (e.g., strategic initiatives, board materials, investment cases) as needs arise.</li>
</ul></li><li><b>Continuous improvement:</b>
<ul><li>Help refine our management reporting, KPIs, and dashboards in partnership with Business Intelligence.</li>
<li>Identify opportunities to streamline processes, automate reporting, and enhance data integrity.</li>
</ul>
</li></ul><p><b>What you bring</b></p>
<ul>
<li><b>Experience:</b>
<ul><li>5+ years of experience in FP&amp;A, Finance, or Accounting, ideally within B2B financial services or FinTech.</li>
<li>Demonstrated experience in management reporting, OpEx and headcount analysis, and forecasting; exposure to revenue or product analytics is a plus.</li>
</ul></li><li><b>Technical &amp; analytical skills:</b>
<ul><li>Strong financial modeling skills and comfort working with large, complex data sets.</li>
<li>High proficiency in Excel, Google suite; experience with modern FP&amp;A tools (e.g., Netsuite, Abacum or similar) and familiarity with BI tools (e.g., Looker, Tableau, Power BI) is a plus.</li>
<li>High attention to detail and the ability to interpret and communicate complex financial data clearly.</li>
</ul></li><li><b>Business partnership &amp; communication:</b>
<ul><li>Strong communication skills, with the ability to present financial information to senior leaders and cross‑functional partners.</li>
<li>Proven ability to build relationships, influence stakeholders, and drive accountability around budgets and forecasts.</li>
</ul></li><li><b>Education:</b>
<ul><li>B.A. / B.S. degree in Finance, Accounting, Economics, or a related field (or equivalent practical experience).</li>
</ul></li><li><b>How you work:</b>
<ul><li>Ownership &ndash; You take pride in the quality and timeliness of your work and don&rsquo;t shy away from rolling up your sleeves.</li>
<li>Superb communication &ndash; You&rsquo;re intentional in how you share insights and listen deeply to understand business context.</li>
<li>Resilience &ndash; You maintain high standards and persistence in a fast‑paced, evolving environment.</li>
<li>Assurance without ego &ndash; You bring confidence grounded in preparation and are open to feedback and differing perspectives.</li>
<li>Creative problem solving &ndash; You don&rsquo;t just flag issues; you propose thoughtful, data-backed solutions.</li>
</ul></li><li><b>Bonus points:</b>
<ul><li>Experience in broker-dealer industry, financial services, brokerage finance, and/or fintech.</li>
<li>Prior exposure to Treasury, capital planning, or liquidity management.</li>
<li>Experience partnering with Business Intelligence / data teams to build dashboards or automated reporting.</li>
<li>Advanced degrees or certi</li>
</ul>
</li></ul></div><div><div><p>San Francisco, CA salary range</p><p>
$120,000 - $140,000 USD</p></div></div><div><p><b>
What we bring</b></p>
<p>
Attracting and retaining top-tier talent is a priority. We are proud of the culture we&rsquo;ve built and are cognizant of the ever-changing professional landscape. Our dynamic offering of perks and benefits are tailored for you to feel your best while doing your best.</p>
<ul>
<li>A hybrid work schedule for most positions to promote strong, in-person collaboration.</li>
<li>Stunning, amenity-filled office spaces in Culver City, CA, San Francisco, CA, and Dallas, TX. Our offices are intentionally designed for comfort, collaboration, and productivity.</li>
<li>Competitive pay and equity for eligible positions.</li>
<li>Premium healthcare, dental, and vision insurance plans (HMO and PPO).</li>
<li>401k savings plan with a 4% match and immediate vesting.</li>
<li>16 week paid parental leave.</li>
<li>Professional growth and development opportunities including an employee mobility program and an annual L&amp;D budget allocation for each employee.</li>
<li>Company perks program (includes discounts on pet insurance, fitness, cell phone plans, and travel, etc.).</li>
<li>Financial guidance program (includes counseling on navigating debt, tracking personal spend, saving and planning goals, home-purchasing preparedness, etc.).</li>
<li>One month work from anywhere policy (with the exception of a few countries).</li>
</ul>
<p><i>Total compensation includes a competitive benefits package, along with equity in the form of Stock Options (ISOs) for eligible roles. For salaried positions, a salary offer will be determined by a number of factors including experience, skill level, internal pay equity, geographic location, and other relevant business considerations. We review all employee pay and compensation programs regularly to ensure </i><i>fair, equitable, and competitive pay. At Altruist, we are committed to providing fair, equitable, and competitive compensation by leveraging market data to inform our pay bands. Base salaries will be reviewed at regular intervals throughout the year, typically in conjunction with performance review cycles. By evaluating compensation on a regular basis, we are able to reward high performance and ensure all employees have opportunities for growth.</i></p>
<p><i>
Don&rsquo;t meet every single requirement? Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. At Altruist we are dedicated to building a diverse, inclusive, and authentic workplace, so if you&rsquo;re excited about this role, but your past experience doesn&rsquo;t align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles.</i></p></div></div>

Senior Financial Analyst

<div><div><div><div><div><div><b>Property Accountant (Hybrid)
</b></div></div></div></div></div><div><div><div><div><div><b>Job ID
</b></div><div>263666
</div></div><div><div><b>Posted
</b></div><div>09-Mar-2026
</div></div><div><div><b>Service line
</b></div><div>GWS Segment
</div></div><div><div><b>Role type
</b></div><div>Full-time
</div></div></div></div></div><div><div><div><div><div><b>Areas of Interest
</b></div><p>Accounting/Finance
</p></div></div></div></div><div><div><div><div><div><b>Location(s)
</b></div><p>Fremont - California - United States of America, San Francisco - California - United States of America
</p></div></div></div></div><div><div><div><div><div><div><b>About the Role:</b><div></div><div><br>
As a Property Accountant, you will play a pivotal role in supporting the financial planning and analysis</div><div>
funtion, providing advanced financial analysis, budgeting, and forecating support to senior</div><div>
management and other stakeholders.</div><div></div><div><b><br>
What You&rsquo;ll Do:</b></div><div></div><div><br>
<ul><li>
Provide supervision, performance reviews, and mentorship to team members</li><li>
Resolve complex problems and identify appropriate approaches to existing solutions to accomplish team objectives</li><li>
Ensure personal and team outcomes have a positive impact on customer objectives</li><li>
Lead by example and model behaviors that are consistent with CBRE RISE values</li><li>
Guide team through the application of basic knowledge of practices and procedures</li><li>
Work to build consensus</li><li>
Analyze financial data to identify trends and areas for improvement</li><li>
Develop and maintain financial models and forecasts</li><li>
Prepare and present financial reports and analysis to senior management and stakeholders</li><li>
Collaborate with cross-functional teams to identify and implement process improvements</li><li>
Develop and maintain budgets and forecasts for various business units</li><li>
Provide financial guidance and support to business leaders and teams</li><li>
Identify and analyze complex financial issues and develop recommendations for resolution</li><li>
Develop and maintain relationships with internal stakeholders to ensure effective communication and collaboration</li></ul></div></div><br>
<div></div>
</div></div></div></div></div><div><div><div><div><div><div><b>What You&rsquo;ll Need:</b></div><div><ul><li>
High School Diploma or GED with 5+ years of job-related experience</li><li>
Thorough understanding of accounting fundamentals required</li><li>
In-depth understanding of a range of processes, procedures, systems, and concepts within own job</li><li>
function and basic knowledge of related job functions required</li><li>
Requires the ability to explain complex concepts or sensitive information</li><li>
Expert knowledge of Google Workspace</li><li>
Excellent organizational skills with a master-level inquisitive mindset</li><li>
Exceptional math skills with the ability to calculate sophisticated figures such as percentages, discounts, and markups</li></ul></div>
</div></div></div></div></div><div><div><div><div><div><div>CBRE carefully considers multiple factors to determine compensation, including a candidate&rsquo;s education, training, and experience. The minimum salary for the Property Accountant position is $85,000 annually with bonus eligibility and the maximum salary for the position is $90,000 annually with bonus eligibility. The compensation that is offered to a successful candidate will depend on the candidate&rsquo;s skills, qualifications, and experience. Successful candidates will also be eligible for a discretionary bonus based on CBRE&rsquo;s applicable benefit program.</div>
</div></div></div></div></div><div><div><div><div><div><b>Equal Employment Opportunity: </b>CBRE has a long-standing commitment to providing equal employment opportunity to all qualified applicants regardless of race, color, religion, national origin, sex, sexual orientation, gender identity, pregnancy, age, citizenship, marital status, disability, veteran status, political belief, or any other basis protected by applicable law.<br>
<br>
<b>Candidate Accommodations:</b> CBRE values the differences of all current and prospective employees and recognizes how every employee contributes to our company&rsquo;s success. CBRE provides reasonable accommodations in job application procedures for individuals with disabilities. If you require assistance due to a disability in the application or recruitment process, please submit a request via email at recruitingaccommodations@cbre.com or via telephone at +1 866 225 3099 (U.S.) and +1 866 388 4346 (Canada).
</div></div></div></div></div><div><div><div><div><div><b>CBRE GWS
</b></div></div></div></div></div><div><div><div><div><div><div><div>CBRE Global Workplace Solutions (GWS) works with clients to make real estate a meaningful contributor to organizational productivity and performance. Our account management model is at the heart of our client-centric approach to delivering integrated real estate solutions. Each client is entrusted with a dedicated leader and is supported by regional and global resources, leveraging the industry's most robust platform. CBRE GWS delivers consistent, measurably superior outcomes for our clients at every stage of the lifecycle, and across industries and geographies.</div></div><div></div><div><b><br>
Find out more</b></div></div></div></div></div></div></div>

Property Accountant (Hybrid)

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