associate, finance coe – programs & innovation

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associate, finance coe – programs & innovation Jobs in San Francisco

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finance operations analyst

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

LinkedIn

<div>
 <strong>
  Company Description
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 </strong>
 LinkedIn is the world&rsquo;s largest professional network, built to create economic opportunity for every member of the global workforce. Our products help people make powerful connections, discover exciting opportunities, build necessary skills, and gain valuable insights every day. We&rsquo;re also committed to providing transformational opportunities for our own employees by investing in their growth. We aspire to create a culture that&rsquo;s built on trust, care, inclusion, and fun &ndash; where everyone can succeed.
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 Join us to transform the way the world works.
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  Job Description
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 This role will be based in Mountain View, CA; Sunnyvale, CA (Bay Area)
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 The Strategic Finance Center of Excellence (COE) is a newly formed team focused on centralizing, standardizing, and modernizing key financial operations to unlock scale, accuracy, and strategic capacity across LinkedIn. As we build for the future, this team will act as business process owners, driving design and continuous improvement across high-impact financial workflows such as accrual processes and headcount &amp; position management. The associate will be primarily focused on headcount/position management workstreams in our Marketplace/GTM business unit to begin, with additional scope coming over time. This team will also support the discovery and adoption of new tools and tackle automation opportunities.
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 <br/>
 We are seeking a detail-oriented and process-minded Associate to join the COE. This individual will take ownership of end-to-end workstreams, working to identify inefficiencies, implement scalable solutions, and embed best practices across finance. This role is ideal for someone who thrives in complexity, enjoys solving operational challenges, and is skilled at transforming fragmented and siloed processes into structured, scalable solutions through thoughtful design and cross-functional collaboration.
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 <br/>
 At LinkedIn, our approach to flexible work is centered on trust and optimized for culture, connection, clarity, and the evolving needs of our business. The work location of this role is hybrid, meaning it will be performed both from home and from a LinkedIn office on select days, as determined by the business needs of the team.
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  Responsibilities:
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  Strategic Thinking
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   Business process owner for designated financial workstreams with a focus driving on consistency, scalability, and operational excellence. Designs and redesigns processes to enhance accuracy, reduce manual effort, and improve end-to-end efficiency across financial operations
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   Contributes to strategy development with business partners, within a limited scope.
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  Stakeholder Influence
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   Collaborates with functional finance partners and systems teams to define processes / best practices and drive change management
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   Leverages insights and data to develop narratives to influence stakeholders with some guidance. Deliver clear, data-informed narratives and presentations to support strategic and operational decision-making
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  </li>
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  Execution &amp; Organization
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   Ensures quality assurance of outputs and execution against defined timelines and SLAs, including validating accuracy, completeness, and adherence to agreed standards prior to delivery
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   Operationalizes processes and supports new ideas to improve processes by providing a data-driven perspective, with the support from more senior team members. Gathers stakeholder feedback and synthesizes into data-driven recommendations.
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   Develops standard workstreams and operational processes according to defined procedures.
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  </li>
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  Performance Management
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   Access, transform, and synthesize data from cross-platform data sources and analyze to assess, signals, trends, and risks, with some support from more senior team members.
  </li>
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   Executes ad hoc analyses to prove/disprove hypotheses and address well-defined business questions, deriving actionable insights from results.
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  </li>
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  Culture &amp; Values
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   Supports the culture and values of the organization, including diversity, inclusion, and belonging, by collaborating with and helping others and participating in organization-wide events/initiatives.
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  </li>
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  Qualifications
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  Basic Qualifications
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  <li>
   Bachelor's Degree in Business, Business Analytics, Finance, or related field AND minimum 1 years of experience in finance, finance accounting, management consulting, investment banking, or related field OR equivalent experience.
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  </li>
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  Preferred Qualifications
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   3+ years of relevant experience (FP&amp;A, Finance Ops or related), ideally in process design or redesign, particularly in financial operations such as expense and headcount management (e.g., accruals, position management, forecasting)
  </li>
  <li>
   Strong analytical skills with proficiency in Excel , experience in SQL and data tools (e.g., PowerBI, Tableau);
  </li>
  <li>
   Experienced in program management and owning projects end-to end (including effective communication, stakeholder management), with the ability to drive alignment across functions and complex stakeholder maps
  </li>
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   A proactive, problem-solver with strong sense of ownership paired with strong analytical capabilities to tackle complex organizational issues
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  </li>
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  Suggested Skills
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   Process Design &amp; Documentation
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   Stakeholder Management
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  <li>
   Financial Acumen
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  <li>
   Data Analysis
  </li>
  <li>
   Project &amp; Change Management
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  </li>
 </ul>
 LinkedIn is committed to fair and equitable compensation practices.
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 <br/>
 The pay range for this role is $88,000-$128,000. Actual compensation packages are based on several factors that are unique to each candidate, including but not limited to skill set, depth of experience, certifications, and specific work location. This may be different in other locations due to differences in the cost of labor.
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 The total compensation package for this position may also include annual performance bonus, stock, benefits and/or other applicable incentive compensation plans. For more information, visit https://careers.linkedin.com/benefits.
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  Additional Information
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  <br/>
 </strong>
 <strong>
  Equal Opportunity Statement
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 We seek candidates with a wide range of perspectives and backgrounds and we are proud to be an equal opportunity employer. LinkedIn considers qualified applicants without regard to race, color, religion, creed, gender, national origin, age, disability, veteran status, marital status, pregnancy, sex, gender expression or identity, sexual orientation, citizenship, or any other legally protected class.
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 LinkedIn is committed to offering an inclusive and accessible experience for all job seekers, including individuals with disabilities. Our goal is to foster an inclusive and accessible workplace where everyone has the opportunity to be successful.
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 <br/>
 If you need a reasonable accommodation to search for a job opening, apply for a position, or participate in the interview process, connect with us at accommodations@linkedin.com and describe the specific accommodation requested for a disability-related limitation.
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 Reasonable accommodations are modifications or adjustments to the application or hiring process that would enable you to fully participate in that process. Examples of reasonable accommodations include but are not limited to:
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 <ul>
  <li>
   Documents in alternate formats or read aloud to you
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   Having interviews in an accessible location
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   Being accompanied by a service dog
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  <li>
   Having a sign language interpreter present for the interview
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  </li>
 </ul>
 A request for an accommodation will be responded to within three business days. However, non-disability related requests, such as following up on an application, will not receive a response.
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 LinkedIn will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by LinkedIn, or (c) consistent with LinkedIn's legal duty to furnish information.
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  San Francisco Fair Chance Ordinance
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 Pursuant to the San Francisco Fair Chance Ordinance, LinkedIn will consider for employment qualified applicants with arrest and conviction records.
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  Pay Transparency Policy Statement
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 As a federal contractor, LinkedIn follows the Pay Transparency and non-discrimination provisions described at this link: https://lnkd.in/paytransparency.
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  Global Data Privacy Notice for Job Candidates
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 Please follow this link to access the document that provides transparency around the way in which LinkedIn handles personal data of employees and job applicants: https://legal.linkedin.com/candidate-portal.
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Associate, Finance COE – Programs & Innovation

Aurora Innovation

<div><div><p><b>Who we are</b></p>
<div>
Aurora's mission is to deliver the benefits of self-driving technology safely, quickly, and broadly.</div><div><br>
The Aurora Driver will create a new era in mobility and logistics, one that will bring a safer, more efficient, and more accessible future to everyone.</div><br>
<div></div>
<div>
At Aurora, you will tackle massively complex problems alongside other passionate, intelligent individuals, growing as an expert while expanding your knowledge. For the latest news from Aurora, visit aurora.tech or follow us on LinkedIn.</div></div><div></div><p><br>
Aurora hires talented people with diverse backgrounds who are ready to help build a transportation ecosystem that will make our roads safer, get crucial goods where they need to go, and make mobility more efficient and accessible for all. We are searching for a Senior Business Analyst, Workforce Strategy to join the Operations Excellence team. In this role, you will forecast, allocate, and optimize all operations headcount to align resource plans and schedules to hiring and vendor engagement strategies. You will be at the forefront of our staffing and vendor management strategy, working closely with cross-functional teams to gather and analyze data, identify trends, and develop plans that support our operational goals. This role requires strategic orchestration, analyzing workforce needs, and driving momentum under a fast-paced, ever-changing environment.</p>
<p><b>
In this role, you will</b></p>
<ul>
<li>Partner with Operations, Strategy, Recruiting, and Finance leaders to forecast and align headcount needs against organizational strategy and roadmap</li>
<li>Build sophisticated financial and operational models that connect business drivers to staffing requirements, recruiting / vendor management plans, and budget implications</li>
<li>Build intuitive dashboards, metrics, and reports that highlight staffing utilization, labor productivity constraints, and capacity gaps</li>
<li>Partner with senior Operations and Finance leaders to develop scenarios balancing service levels, cost optimization, and growth objectives</li>
<li>Apply probabilistic modeling to simulate cost &amp; efficiency trade-offs and resource optimization</li>
<li>Lead monthly headcount data analysis and vendor management strategy reviews to synthesize headcount performance inputs from multiple stakeholders into cohesive strategic recommendations</li>
<li>Analyze large, disparate datasets to uncover statistical trends in labor productivity and attrition</li>
<li>Monitor workforce KPIs and identify program gaps or execution issues that impact profitability and scalability</li>
<li>Improving data integrity and automating manual reporting workflows to increase functional efficiency</li>
</ul>
<p><b>Required Qualifications</b></p>
<ul>
<li>5+ years of experience in management consulting, investment banking, engineering operations, FP&amp;A, or strategic operations, ideally in a fast-scaling tech environment</li>
<li>Bachelor's degree and / or work experience in a quantitative field (e.g. Operations Research, Business Analytics, Economics, Math, Statistics, Finance)</li>
<li>Exceptional Excel / Google Sheets financial modeling skills</li>
<li>Expert in SQL and building dashboards in business intelligence tools (e.g., Mode, Tableau); proficiency in advanced statistical modeling and Python a plus</li>
<li>Experience building/maintaining data pipelines and DBT models</li>
<li>Strategic mindset with ability to balance detailed analysis with big-picture thinking</li>
<li>Track record of multi-functional leadership and excellent stakeholder management to drive rapid, effective execution across the organization</li>
<li>Strong executive presence with demonstrated ability to communicate complex analyses clearly to senior stakeholders</li>
<li>Superior attention to detail</li>
<li>Ownership mentality to drive issues and tasks to completion, with a strong bias for action</li>
</ul>
<p>The base salary range for this position is<b> </b>$115,000 - $167,000 per year. Aurora's pay ranges are determined by role, level, and location. Within the range, the successful candidate's starting base pay will be determined based on factors including job-related skills, experience, qualifications, relevant education or training, and market conditions. These ranges may be modified in the future. The successful candidate will also be eligible for an annual bonus, equity compensation, and benefits.</p>
<p>
 #LI-KM2</p>
<p>
 #Mid-Senior</p><div><p><b>
Working at Aurora</b><br>
At Aurora, we bring together extraordinarily talented and experienced people united by the strength of our values. We operate with integrity, set outrageous goals, and build a culture where we win together &mdash; all without any jerks.</p>
<p>
We believe in-person work increases collaboration, empathy and our ability to lead effectively. As a result, we operate in a hybrid work environment where Aurorans are in office at least 3 days per week.</p>
<p>
Our Careers page provides insight into what it is like to work at Aurora, and you can find all the latest updates in our Newsroom.</p>
<p><b>
Our commitment to safety</b></p>
<p>
At the core of everything we do is our commitment to safety. Building best-in-class self-driving technology will take time, and we believe that each employee at Aurora has a role in contributing to safety, every step of the way. Aurora expects commitment to our safety policies from every employee, and seeks candidates who take an active responsibility, can contribute to building an atmosphere of trust, and invest in the organization's long-term success by prioritizing working safely, no matter what.</p>
<p><b>
Our commitment to inclusion</b></p>
<p>
Aurora considers candidates without regard to their race, color, religion, national origin, age, sex, gender, gender identity, gender expression, sexual orientation, marital status, pregnancy status, parent or caregiver status, ancestry, political affiliation, veteran and/or military status, physical or mental disability, or any other status protected by federal or state law. Aurora considers qualified applicants with criminal histories, consistent with applicable federal, state, and local law. We are also committed to providing reasonable accommodations for qualified individuals with disabilities and disabled veterans in our job application procedures. If you need assistance or an accommodation due to a disability, you may contact us at careersiteaccommodations@aurora.tech.</p>
<p><i>
For California applicants, information collected and processed as part of your application and any job applications you choose to submit is subject to Aurora's California Employment Privacy Policy.</i></p></div></div>

Senior Business Analyst, Workforce Strategy

Intuit

<div><b>Category</b> Sales <b>Location</b> Remote - California (Not Bay Area) - United States <b>Job ID</b> 19801</div>
<br><div><div><h2 class="jobSectionHeader"><b>Company Overview</b></h2>
<div><p>Intuit is the global financial technology platform that powers prosperity for the people and communities we serve. With approximately 100 million customers worldwide using products such as TurboTax, Credit Karma, QuickBooks, and Mailchimp, we believe that everyone should have the opportunity to prosper. We never stop working to find new, innovative ways to make that possible.</p>
</div></div><div><h2 class="jobSectionHeader"><b>Job Overview</b></h2>
<p>We&rsquo;re at a turning point in how we manage our Professional Services and Partner ecosystems. We are moving away from manual, spreadsheet-heavy tracking and building a real-time, automated engine that scales. We need a Staff Sales Operations Analyst who doesn't just &quot;run&quot; reports, but actually architects the systems behind them.</p><p></p><p><br>
 This role is the bridge between a signed SOW and realized revenue. You&rsquo;ll be the primary architect for our PSA (Professional Services Automation) implementation, ensuring our margins and utilization are visible in real-time. If you love stripping the friction out of complex lifecycles and building the &quot;operational pipes&quot; for a growing channel ecosystem, this is your seat.</p><p><b><br>
Responsibilities</b></p><p>
Own the PSA Architecture: Lead the end-to-end implementation of our Professional Services Automation tools. Your goal is to kill the manual spreadsheets and replace them with a real-time engine for tracking margins and resource utilization.</p><p></p><p><br>
Build Channel &quot;Pipes&quot;: Design and manage the operational infrastructure that allows our Partner Program to scale. You'll handle the complexity of partner-led delivery so it feels seamless to the business.</p><p></p><p><br>
Accelerate Revenue Velocity: Take a hard look at our Lead-to-Cash lifecycle. You&rsquo;ll re-engineer the process to remove the &quot;dead time&quot; between a signed SOW and project closure, getting us to revenue faster.</p><p></p><p><br>
 Strategic Partnership: Act as the go-to person for Sales and Delivery leadership to help them understand where we are winning and where we are losing on project margins.</p><p></p><p><br>
 System Integration: Ensure our Sales tools, PSA, and Finance systems are actually talking to each other so data only has to be entered once.</p><p></p><p><b><br>
Qualifications</b></p><p>
Process Mastery: You have a Lean Six Sigma certification (Green or Black Belt preferred) and a proven track record of using those methodologies to fix broken business processes.</p><p></p><p><br>
Staff-Level Autonomy: You don't need a playbook&mdash;you write it. You&rsquo;re comfortable taking a vague business problem and turning it into a technical solution.</p><p></p><p><br>
Collaborative Style: You can explain complex system changes to a Sales Rep or a Finance VP without losing them in the jargon.</p><p></p><p><br>
Data Fluency: You can take a mess of manual data and turn it into a clean, automated dashboard that leaders actually trust.</p><p></p><p><br>
Lead-to-Cash Expertise: You understand the friction points between Sales and Professional Services and know exactly how to smooth them out.</p><p></p><p><br>
Intuit provides a competitive compensation package with a strong pay for performance rewards approach. This position may be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit&reg;: Careers | Benefits). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender. The expected base pay range for this position is:</p><br>
<p></p>
</div><div> <p>Saved</p></div></div><p></p>

Staff Sales Operations Analyst (PSA & Revenue Architecture)

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>
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Sr. Financial Analyst - GTM (Sales & Partnerships)

Worker's Compensation Insurance Rating Bureau

<div><p>For over a century, the Workers' Compensation Insurance Rating Bureau of California (WCIRB) has been California's trusted, objective provider of actuarially based information and research, advisory pure premium rates and educational services integral to a healthy workers' compensation system. The WCIRB is a California unincorporated, private, nonprofit association comprised of all companies licensed to transact workers' compensation insurance in California. The operations of the WCIRB are funded primarily by membership fees and assessments; no state money is used to fund its operations. The WCIRB is a stable company and a proven leader in the workers&rsquo; compensation insurance industry nationwide.</p><div><p>
The WCIRB performs a number of functions to accurately measure the cost of providing workers' compensation benefits and ensure a healthy workers&rsquo; compensation system. To learn more about our company, please visit About Us | WCIRB California. The WCIRB employs approximately 175 people with the average tenure of over 10 years. We are committed to fostering a healthy, safe and diverse work environment leading to a dedicated, collaborative and innovative workforce This is a hybrid position where approximately 40% of the work time is spent at the home office in San Francisco, California.</p><p><b>
Summary</b></p><p>
The Accounting Analyst (Membership and Assessments) is primarily responsible for the coordination with internal and external stakeholders to perform the WCIRB accounting functions in supporting the fulfillment of member services.</p><p><b>
Essential Duties and Responsibilities:</b></p><ul><li>
Maintains and reconciles WCIRB membership records in accordance with WCIRB Constitution and CDI policies and procedures.</li><li>
Administers and reconciles the Billing and Accounts Receivable financial systems.</li><li>
Serves as primary point of contact for Member accounting issues for internal staff, members, authorized agencies, and financial auditors.</li><li>
Maintains general ledger cash module, cash flow statements and reconciles bank statements</li></ul><p>
Billing Responsibilities:</p><ul><li>
Maintains member billing database in financial system, to include central billing addresses, billing groups, company billing contact information, and other key data elements used for the official membership list.</li><li>
Reviewsmemberbilling data provided by various departmentsystems, including product orders, field test audits and inspections, audit programs and related fines as issued byoversight committee, and otherfinesin accordance withdesignated data submissionprogram,and inputsappropriate billingdata into invoicing system.</li><li>
Prepares all member invoices, posts billing to financial system, and reconciles the general ledger to the billing sub-system module.</li><li>
Responds tomemberquestionsin regard tobillingand membership.</li><li>
Maintains product costdatabasein financialsystem.</li><li>
Prepares cash disbursement reportsandprovides analysis of quarterly cash flow projections for the member assessment proposal to the Director,Financefor review.</li><li>
Utilizes projected cash flow and quarterly updates to the pure premium summary provided by actuary department to calculate quarterly member assessments based on the pure premium market share methodology.</li><li>
Prepares monthly accounts receivable reconciliation and outstanding accounts receivable aging reports</li><li>
Performs quarterly revenue analysis and supports development of quarterly revenue projections and annual budget.</li><li>
Follows up on outstanding accounts receivables, prepares collection letters, and coordinates collection escalations with the Director, Finance.</li></ul><p>
Membership Responsibilities:</p><ul><li>
Prepares notification emails to internal stake holders regarding membership changes, such as new members, withdrawals, ownership changes, name changes and insurer financial standing, based on notice letters from the Department of Insurance and other external sources. Maintains current member and group affiliation data in the Member Insurer Information (MII) STAR module as per instructions from Member Operations Director.</li><li>
Monitors insurer&rsquo;s reported pure premiums; adjusts and invoices additional membership fees for those insurers qualifying for a change from Associate to Regular member status.</li><li>
Provides a report of Regular Members for use in the annual membership meeting voting and proxy mailings.</li><li>
ObtainsquarterlyreportsfromCaliforniaDepartment of Insurance(CDI)of active insurers authorized to write workers&rsquo; compensation policies andreconcilesthe CDI report with the WCIRB membership records.</li><li>
Analyzes any membership record discrepancies and reports on reconciliation outcome tolegaldepartmenton an annual basis.</li><li>
Primary contact for all new member applications, membership issues, and member insurer information database.</li><li>
Researches nature of membership changes, such as name changes, ownership changes and insurer financial standing utilizing CDI staff, insurer point of contact, and other resources, as applicable.</li><li>
Coordinates with operating and legal departments for instructions on appropriate record keeping updates to membership records.</li></ul><p>
Bank Reconciliation &amp; Other Responsibilities:</p><ul><li>
Reconciles bank statements for all WCIRB bank accounts, researching and resolving discrepancies.</li><li>
Maintains working capital balances for the operating and money market accounts, including responsibility for accurate cash requirements reports.</li><li>
On an ongoing basis, maintains cashbooks, all general ledger cash accounting, and monthly statement of cash flows in accordance with GAAP, and cash management reports.</li><li>
Primary contact for the financial auditors in reference to billing, assessment, and bank reconciliations documentation.</li><li>
Assists in review of departmental procedures; document retention master records and guidelines; and responsible for making recommendations for updates to the department policies, procedures and document retention, as required.</li><li>
Assists the Director, Finance in training of new or less experienced accounting staff.</li><li>
Cross-trained in payroll process and procedures and provides back up coverage.</li><li>
Reconciles Flexible Spending Account (FSA) utilizing vendor reports, bank statements, payroll records, and general ledger to ensure participant accounts and general ledger are correctly stated. Researches any necessary adjustments and works with HR or Director, Finance as appropriate to support resolution.</li><li>
Attends meetings, workshops, and uses other informational resources to remain current with WCIRB operational systems, member billing programs, and general accounting best practices.</li><li>
Collaborates with third party providers and internal staff in analysis of processes and procedures, recommendations to implement process improvements and/or enhancements for billing and membership record keeping and contributes to key projects, as assigned.</li></ul><div><b>
Education &amp; Experience</b></div></div><ul><li>
Bachelor&rsquo;s Degree in accounting, finance or business administration</li><li>
Minimum of four years staff accounting experience, including account reconciliations, analysis, and cash flow management and a fundamental understanding of Generally Accepted Accounting Principles (GAAP).</li><li>
Ability to interpret and apply WCIRB policies, WCIRB Constitution, and federal and state regulations applicable to billing, assessment, and bank activity issues.</li><li>
Ability to deal tactfully with complex and multifaceted issues.</li><li>
Ability to work cooperatively and collaboratively with all levels of employees, management and external agencies to maximize performance, creativity, problem solving and results.</li><li>
Good knowledge of GAAP accounting principles, including accrual and revenue and expense recognition, accounting reconciliations, expense classification, and general financial reporting principals.</li><li>
Excellent knowledge of MS Excel, MS Word, SharePoint file structures, Adobe Acrobat Pro and Outlook.</li><li>
Knowledge of mid-sized accounting systems including supporting technology enabled processes, such as data uploads, data reporting, third-party system interfaces, and reconciliations. (Sage Intacct, preferred).</li><li>
Proven ability to prioritized, troubleshoot, and deliver detailed and accurate work under critical time deadlines</li></ul><div><b>
Perks &amp; Benefits</b><br>
Our employees enjoy a state of the art, energy-efficient, open work environment that nurtures collaboration and creativity. At the WCIRB, we go the extra mile to keep our employees happy and healthy.</div><div><i>
Proud to be recognized as a Plan Sponsor of the Year finalist for our commitment to retirement readiness through strong 401k and pension offerings.</i></div><div></div><div><b><br>
Some of our perks include:</b></div><ul><li>
Hybrid work environment (40% onsite 60% remote)</li><li>
Medical, dental and vision benefits</li><li>
Competitive PTO Program</li><li>
Wellness benefits</li><li>
401K and pension plan</li><li>
Social activities</li><li>
Community volunteer involvement</li></ul><p></p><p><br>
WCIRB is an equal opportunity employer committed to an inclusive workplace that fosters belonging. All qualified applicants will receive consideration for employment without regards to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, age, genetic information, or any other basis prohibited by law. We also consider qualified applicants with criminal histories consistent with applicable federal, state and local law.</p><p>
The successful candidate will reside in California and will work from our headquarters in San Francisco at least 40% of the time. We are NOT able to pay for relocation costs for candidates or to sponsor or take over sponsorship of an employment Visa at this time. Thank you for your interest in the WCIRB!</p></div>

Accounting Analyst, Membership and Assessments - Hybrid

ThinkingIT Corp.

<div><p><b>Join Our Team at Thinking IT Corp. &amp; Affiliated Companies</b></p><p>
Are you looking to kickstart your career in HR, Finance, or Legal? At <b>Thinking IT Corp. &amp; Affiliated Companies</b>, we are continually seeking talented individuals who are interested in shaping the future of our operations. By filling out the <b>HR/Finance/Legal Associate Interest Form</b>, you will express your interest in joining our dynamic team and be considered for future associate positions.</p><p>
This is an exciting opportunity to work in a remote-first environment that values collaboration, innovation, and growth.</p><p><b>
What You&rsquo;ll Experience</b></p><ul>
<li>Engagement in key HR initiatives, supporting talent acquisition, onboarding, and employee engagement programs.</li>
<li>Assistance with finance tasks including budgeting, forecasting, and financial reporting to ensure smooth processing of financial operations.</li>
<li>Involvement in legal compliance and administration, such as contract review, policy development, and risk management.</li>
<li>Opportunities to collaborate across departments to understand the interconnectedness of HR, Finance, and Legal functions.</li>
<li>Growth and learning opportunities to improve your professional skills and gain hands-on experience in a remote work setting.</li><br>
</ul><br>
<br>
<b>Requirements</b><br>
<ul><li>
Educational background in Human Resources, Finance, Business, Law, or a related field.</li><li>
Demonstrated enthusiasm for building a career in HR, Finance, or Legal.</li><li>
Strong analytical, organizational, and communication skills.</li><li>
Ability to handle sensitive information with discretion and professionalism.</li><li>
Proficiency in English, both written and spoken.</li><li>
Familiarity with office software (e.g., Microsoft Office or Google Workspace) is a plus.</li><li>
Interest in learning about remote work dynamics and operational best practices.</li></ul><br>
<b>
Benefits</b><br>
<p></p><ul><li>
<b>Fully Remote</b> &ndash; work from anywhere with a reliable internet connection</li><li>
<b>Real Work Experience</b> &ndash; contribute to essential HR, finance, and legal functions</li><li>
<b>Mentorship &amp; Coaching</b> &ndash; learn directly from HR, finance, and legal professionals</li><li>
<b>Career Growth</b> &ndash; gain valuable insights into corporate operations and international compliance</li><li>
<b>Modern Tools</b> &ndash; work with Slack, Discord, Google Workspace, and finance/HR platforms</li><li>
<b>Collaborative Culture</b> &ndash; be part of a youthful, supportive, and globally distributed team</li><li>
<b>Fast-Scaling Environment</b> &ndash; see how HR, finance, and legal adapt to a growing international business</li></ul></div>

HR / Finance / Legal Associate Interest Form

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