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corporate finance associate

financial analyst

Forage

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

Financial Analyst

Air Apps

<div>About Air Apps
At Air Apps, we believe in thinking bigger and moving faster. We&rsquo;re a family-founded company on a mission to create the world&rsquo;s first AI-powered Personal &amp; Entrepreneurial Resource Planner (PRP), and we need your passion and ambition to help us change how people plan, work, and live. Born in Lisbon, Portugal in 2018 and now with offices in both Lisbon and San Francisco we&rsquo;ve remained self-funded while reaching over 100 million downloads worldwide.
Our long-term focus drives us to challenge the status quo every day, pushing the boundaries of AI-driven solutions that truly make a difference. Here, you&rsquo;ll be a creative force, shaping products that empower people across the globe.
Join us on this journey to redefine resource management and change lives along the way.
The Role
As a Financial Analyst, you will join our finance team and support data-driven decision-making across the company. This is an excellent opportunity for an early-career finance professional who is eager to grow in a fast-paced, tech-driven environment.
You will work closely with senior finance team members and cross-functional stakeholders. This role focuses on accounting records, help with financial reporting, bank transactions and continuous improvement of financial processes, providing strong exposure to the financial operations of a global product company.
Responsibilities<ul><li>
Support the month-end closing activities and related reporting.</li><li>
Prepare recurring and ad-hoc financial reports to support decision-making.</li><li>
Performing accounting records, bank transactions and support tax compliance activities.</li><li>
Collaborate with teams such as Product, Marketing and Operations to gather data and align financial insights with business goals.</li><li>
Support the review and reconciliation of expense reports, bank statements, AR balances and AP balances.</li><li>
Support cash flow monitoring and cost analysis efforts.</li><li>
Contribute to the continuous improvement and automation of financial processes and tools, including ERP and expense management systems.</li><li>
Ensure accuracy and consistency of financial data through careful review and reconciliation activities.</li></ul>
Requirements<ul><li>
Approximately 1 year of experience in finance, financial analysis, accounting, or a related area.</li><li>
Degree in Finance, Management, Economics, Accounting, or a related field.</li><li>
Strong analytical skills with attention to detail and a structured approach to problem-solving.</li><li>
Comfort working with Excel or Google Sheets; experience with financial systems or ERPs (such as Netsuite, Payhawk, Ramp, or similar tools) is a plus.</li><li>
Basic understanding of financial statements (P&amp;L, balance sheet, cash flow).</li><li>
Ability to communicate financial information clearly to both financial and non-financial stakeholders.</li><li>
Proactive mindset with a willingness to learn and grow in a dynamic environment.</li><li>
Fluent in English, both written and verbal.</li></ul><h1 class="jobSectionHeader">
What benefits are we offering?</h1><ul><li>
Apple hardware ecosystem for work.</li><li>
Annual Bonus.</li><li>
Medical Insurance (including vision &amp; dental).</li><li>
Disability insurance - short and long-term.</li><li>
401k up to 4% contribution.</li><li>
Air Conference &ndash; an opportunity to meet the team, collaborate, and grow together.</li><li>
Transportation budget</li><li>
Free meals at the hub</li><li>
Gym membership</li></ul><h1 class="jobSectionHeader">
Diversity &amp; Inclusion</h1>
At Air Apps, we are committed to fostering a diverse, inclusive, and equitable workplace. We enthusiastically welcome applicants from all backgrounds, experiences, and perspectives. We celebrate diversity in all its forms and believe that varied voices and experiences make us stronger.<h1 class="jobSectionHeader">
Application Disclaimer</h1>
At Air Apps, we value transparency and integrity in our hiring process. Applicants must submit their own work without any AI-generated assistance. Any use of AI in application materials, assessments, or interviews will result in disqualification.
Compensation Range: &euro;20K - &euro;25K</div>

SmithRx

<div>
 
 Who We Are:
 
 
 
 SmithRx is a rapidly growing, venture-backed Health-Tech company. Our mission is to disrupt the expensive and inefficient Pharmacy Benefit Management (PBM) sector by building a next-generation drug acquisition platform driven by cutting edge technology, innovative cost saving tools, and best-in-class customer service. With hundreds of thousands of members onboarded since 2016, SmithRx has a solution that is resonating with clients all across the country.
 
 
 We pride ourselves for our mission-driven and collaborative culture that inspires our employees to do their best work. We believe that the U.S healthcare system is in need of transformation, and we come to work each day dedicated to making that change a reality. At our core, we are guided by our company values:
 
 
 <ul>
 <li>
 
 Integrity:
 
 Our purpose guides our actions and gives us confidence in the path ahead. With unwavering honesty and dependability, we embrace the pressure of challenging the old and exemplify ethical leadership to create the new.
 </li>
 <li>
 
 Courage:
 
 We face continuous challenges with grit and resilience. We embrace the discomfort of the unknown by balancing autonomy with empathy, and ownership with vulnerability. We boldly challenge the status quo to keep moving forward&mdash;always.
 </li>
 <li>
 
 Together:
 
 The success of SmithRx reflects the strength of our partnerships and the commitment of our team. Our shared values bind us together and make us one. When one falls, we all fall; when one rises, we all rise.
 
 
 </li>
 </ul>
 
 Job Summary:
 
 
 
 We are seeking a highly motivated and detail-oriented Senior Financial Analyst to join our Finance team. This individual will report to the Senior Manager, FP&amp;A and will be responsible for managing expenses, providing financial insights to drive business decisions, and ensuring accurate planning and forecasting. The role also includes ownership of the company's planning and forecasting tool, ensuring data integrity, reporting accuracy, and continuous process improvement.
 
 
 
 
 
 What you will do:
 
 
 
 
 Budgeting &amp; Forecasting
 
 
 
 <ul>
 <li>
 Lead the preparation, consolidation, and analysis of various functions.
 </li>
 <li>
 Partner with department leaders to develop annual operating plans and quarterly rolling forecasts.
 </li>
 <li>
 Maintain rolling forecasts by incorporating actual results, trend analysis, and business updates.
 </li>
 <li>
 Provide variance analysis (actuals vs. budget/forecast) with clear commentary and actionable insights.
 
 
 </li>
 </ul>
 
 Financial Analysis &amp; Reporting
 
 
 
 <ul>
 <li>
 Develop and present monthly/quarterly financial reports to department leaders and senior management.
 </li>
 <li>
 Identify cost drivers, efficiency opportunities, and risks across supported functions.
 </li>
 <li>
 Track headcount, vendor spend, and key cost categories to improve visibility and accountability.
 </li>
 <li>
 Support ad-hoc financial modeling, scenario planning, and decision support for strategic initiatives.
 
 
 </li>
 </ul>
 
 Business Partnership
 
 
 
 <ul>
 <li>
 Build strong relationships with leaders in various teams to align financial goals with business strategies.
 </li>
 <li>
 Provide financial guidance to non-finance stakeholders to improve budget ownership and decision-making.
 </li>
 <li>
 Act as a trusted advisor by translating financial data into clear business implications.
 
 
 </li>
 </ul>
 
 Planning Tool Management
 
 
 
 <ul>
 <li>
 </li>
 <ul>
 <li>
 Serve as the system owner for the company's planning and forecasting tool (e.g., Anaplan, Adaptive, or equivalent).
 </li>
 <li>
 Maintain and update financial models, hierarchies, and reporting structures within the tool.
 </li>
 <li>
 Ensure data integrity, accuracy, and timely updates across all modules.
 </li>
 <li>
 Partner with FP&amp;A and IT teams to drive system enhancements, automation, and process improvements.
 
 </li>
 </ul>
 </ul>
 
 What you will bring to SmithRx:
 
 
 
 <ul>
 <li>
 Bachelor's degree in Finance, Accounting, Economics, or related field.
 </li>
 <li>
 4&ndash;7 years of progressive experience in FP&amp;A, financial analysis, or corporate finance.
 </li>
 <li>
 Strong knowledge of budgeting, forecasting, and financial modeling.
 </li>
 <li>
 Proficiency with financial systems and advanced Excel/Google Sheets skills; experience with a planning tool (e.g., Anaplan, Adaptive, Oracle PBCS) required.
 </li>
 <li>
 Excellent communication and presentation skills with the ability to influence stakeholders at all levels.
 </li>
 <li>
 Proven ability to manage multiple priorities, meet deadlines, and drive results in a fast-paced environment.
 </li>
 <li>
 Star-up experience required. Experience in healthcare or health-tech is a plus.
 
 
 </li>
 </ul>
 
 What SmithRx Offers You:
 
 
 
 <ul>
 <li>
 Highly competitive wellness benefits including Medical, Pharmacy, Dental, Vision, and Life Insurance and AD&amp;D Insurance
 </li>
 <li>
 Flexible Spending Benefits
 </li>
 <li>
 401(k) Retirement Savings Program
 </li>
 <li>
 Short-term and long-term disability
 </li>
 <li>
 Discretionary Paid Time Off
 </li>
 <li>
 Paid Company Holidays
 </li>
 <li>
 Wellness Benefits
 </li>
 <li>
 Commuter Benefits
 </li>
 <li>
 Paid Parental Leave benefits
 </li>
 <li>
 Employee Assistance Program (EAP)
 </li>
 <li>
 Well-stocked kitchen in office locations
 </li>
 <li>
 Professional development and training opportunities
 </li>
 </ul>
</div>

Senior Financial Analyst

<div>Who We Are:

SmithRx is a rapidly growing, venture-backed Health-Tech company. Our mission is to disrupt the expensive and inefficient Pharmacy Benefit Management (PBM) sector by building a next-generation drug acquisition platform driven by cutting edge technology, innovative cost saving tools, and best-in-class customer service. With hundreds of thousands of members onboarded since 2016, SmithRx has a solution that is resonating with clients all across the country.

We pride ourselves for our mission-driven and collaborative culture that inspires our employees to do their best work. We believe that the U.S healthcare system is in need of transformation, and we come to work each day dedicated to making that change a reality. At our core, we are guided by our company values:
<ul>
<li>Integrity: Our purpose guides our actions and gives us confidence in the path ahead. With unwavering honesty and dependability, we embrace the pressure of challenging the old and exemplify ethical leadership to create the new.</li>
<li>Courage: We face continuous challenges with grit and resilience. We embrace the discomfort of the unknown by balancing autonomy with empathy, and ownership with vulnerability. We boldly challenge the status quo to keep moving forward&mdash;always.</li>
<li>Together: The success of SmithRx reflects the strength of our partnerships and the commitment of our team. Our shared values bind us together and make us one. When one falls, we all fall; when one rises, we all rise.</li>
</ul>
Job Summary: 
We are seeking a highly motivated and detail-oriented Senior Financial Analyst to join our Finance team. This individual will report to the Senior Manager, FP&amp;A and will be responsible for managing expenses, providing financial insights to drive business decisions, and ensuring accurate planning and forecasting. The role also includes ownership of the company's planning and forecasting tool, ensuring data integrity, reporting accuracy, and continuous process improvement. 

What you will do:

Budgeting &amp; Forecasting
<ul>
<li>Lead the preparation, consolidation, and analysis of various functions.</li>
<li>Partner with department leaders to develop annual operating plans and quarterly rolling forecasts.</li>
<li>Maintain rolling forecasts by incorporating actual results, trend analysis, and business updates.</li>
<li>Provide variance analysis (actuals vs. budget/forecast) with clear commentary and actionable insights.</li>
</ul>
Financial Analysis &amp; Reporting
<ul>
<li>Develop and present monthly/quarterly financial reports to department leaders and senior management.</li>
<li>Identify cost drivers, efficiency opportunities, and risks across supported functions.</li>
<li>Track headcount, vendor spend, and key cost categories to improve visibility and accountability.</li>
<li>Support ad-hoc financial modeling, scenario planning, and decision support for strategic initiatives.</li>
</ul>
Business Partnership
<ul>
<li>Build strong relationships with leaders in various teams to align financial goals with business strategies.</li>
<li>Provide financial guidance to non-finance stakeholders to improve budget ownership and decision-making.</li>
<li>Act as a trusted advisor by translating financial data into clear business implications.</li>
</ul>
Planning Tool Management
<ul>
<li><ul><li>Serve as the system owner for the company's planning and forecasting tool (e.g., Anaplan, Adaptive, or equivalent).</li>
<li>Maintain and update financial models, hierarchies, and reporting structures within the tool.</li>
<li>Ensure data integrity, accuracy, and timely updates across all modules.</li>
<li>Partner with FP&amp;A and IT teams to drive system enhancements, automation, and process improvements.</li>
</ul>
</li></ul>What you will bring to SmithRx:
<ul>
<li>Bachelor's degree in Finance, Accounting, Economics, or related field.</li>
<li>4&ndash;7 years of progressive experience in FP&amp;A, financial analysis, or corporate finance.</li>
<li>Strong knowledge of budgeting, forecasting, and financial modeling.</li>
<li>Proficiency with financial systems and advanced Excel/Google Sheets skills; experience with a planning tool (e.g., Anaplan, Adaptive, Oracle PBCS) required.</li>
<li>Excellent communication and presentation skills with the ability to influence stakeholders at all levels.</li>
<li>Proven ability to manage multiple priorities, meet deadlines, and drive results in a fast-paced environment.</li>
<li>Star-up experience required. Experience in healthcare or health-tech is a plus.</li>
</ul>
What SmithRx Offers You:
<ul>
<li>Highly competitive wellness benefits including Medical, Pharmacy, Dental, Vision, and Life Insurance and AD&amp;D Insurance</li>
<li>Flexible Spending Benefits</li>
<li>401(k) Retirement Savings Program</li>
<li>Short-term and long-term disability</li>
<li>Discretionary Paid Time Off</li>
<li>Paid Company Holidays</li>
<li>Wellness Benefits</li>
<li>Commuter Benefits</li>
<li>Paid Parental Leave benefits</li>
<li>Employee Assistance Program (EAP)</li>
<li>Well-stocked kitchen in office locations</li>
<li>Professional development and training opportunities</li></ul></div>

University of California - San Francisco

<div>JOB SUMMARY
Provide a description of the overall purpose of the position. &ldquo;Why does this position exist?&rdquo;
State the general nature, level and purpose of the job and a brief description of the duties and responsibilities. It may be easier to write the general summary after completing other sections of the job description.
We are seeking a detail-oriented Financial Analyst 3 to join our dynamic Finance Team in the Department of Psychiatry and Behavioral Sciences (DPBS). You will be part of a dynamic Financial Services Team where collaboration and mentorship are at the heart of everything we do. Whether you're working on complex financial analysis, budget management, or providing high-quality support to Faculty, you&rsquo;ll benefit from a wealth of knowledge and expertise within the team. Our environment fosters growth, with opportunities to contribute to major team projects, develop new skills, and build meaningful networks here at UCSF.
 In this position, you will take the lead as the Department contact responsible for the 1900 State Fund and 5014 Comp Plan. You will provide financial support for the 7xxx Gift / Endowment, and 5000 ICR funds. Other responsibilities include Smartsheet Administration for the Finance team, BearBuy and Match exception for all DeptIDs, Default COA and Overdraft Management, and other financial responsibilities as needed.
The position involves financial analysis and support for Finance, including management support for the Education Manager and team. This is a nice opportunity to work directly with Finance Leadership and learn more about the full workings of such a large and uniquely dynamic Department.
The ideal candidate will process accurate, timely and appropriate financial transactions and tasks, utilize effective communication skills in interactions with multiple client groups, and apply solid time and task management to all timelines and expectations. This includes researching, analyzing and applying all pertinent Departmental and University policies, procedures and regulations as required. The position is directive and largely independent, with a focus on advancing process optimization and job development. Other important responsibilities include attending and actively participating in team meetings and engaging the strong team support in the Finance team. This position demands a high level of ethics and professional standards to handle sensitive matters with tact and sound judgment. 
 
This position offers a hybrid-remote work schedule, with the flexibility to work remotely on Mondays and Fridays, while fostering team engagement and connection with on-site work on Tuesdays, Wednesdays and Thursdays.
Join our team and be part of something bigger at UCSF! Together, we make an impact on mental health research and patient care that extends across the globe.</div>

FINANCIAL ANL 3 CX

Alexander Chapman

<div>
 
 
 We&rsquo;re Hiring: Private Equity Analyst (San Francisco, CA)
 
 
 
 
 
 
 A leading global private markets investment firm is looking to add a Private Equity Analyst to its San Francisco team, with a focus on primaries and secondaries investing.
 
 
 This is an excellent opportunity for junior candidates looking to break into private equity or transition from early investment banking experience.
 
 
 Location: San Francisco, California
 
 (candidates must be currently based in California or willing to relocate immediately)
 
 
 
 
 
 
 
 
 
 
 Key Responsibilities:
 
 
 
 
 
 <ul>
 <li>
 Support the evaluation and execution of primary fund commitments and secondary transactions
 </li>
 <li>
 Perform financial modeling, valuation analysis, and due diligence
 </li>
 <li>
 Conduct market research across private equity managers and strategies
 </li>
 <li>
 Assist in preparing investment memos and presentations for internal committees
 </li>
 <li>
 Monitor portfolio performance and industry trends
 </li>
 </ul>
 
 
 
 
 
 Key Requirements:
 
 
 
 
 
 <ul>
 <li>
 Bachelor&rsquo;s degree from a top university (finance, economics, or related field preferred)
 </li>
 <li>
 Strong analytical and financial modeling skills
 </li>
 <li>
 Interest in private markets, particularly fund investing and secondaries
 </li>
 <li>
 Excellent communication and teamwork skills
 </li>
 </ul>
 
 
 
 
 If you&rsquo;re interested or know someone who might be a great fit, feel free to reach out or apply directly.
 
</div>

Private Equity Analyst

Doppel

<div>
 
 The Role
 
 
 
 We&rsquo;re seeking a highly analytical Senior FP&amp;A Analyst to drive financial planning, forecasting, and strategic decision-making across the business. This position is hybrid (2 days per week in SF or NY office) reporting to the Director of FP&amp;A. The role will play a critical part in building scalable financial models, delivering actionable insights, and supporting leadership with data-driven recommendations as we enter our next phase of growth. You&rsquo;ll partner cross-functionally with teams across the company to translate business performance into financial outcomes, improve forecasting accuracy, and help shape our long-term financial strategy.
 
 
 
 What You Will Do
 
 
 
 <ul>
 <li>
 Support the development and maintenance of company-wide financial models, including budgeting, forecasting, and long-range planning
 </li>
 <li>
 Maintain accurate headcount data to support planning and reporting
 </li>
 <li>
 Assist in the monthly and quarterly forecasting process, including variance analysis against budget and prior forecasts
 </li>
 <li>
 Help build and maintain dashboards and reporting to track key financial and operational metrics
 </li>
 <li>
 Collaborate cross-functionally (Sales, Marketing, Product, Operations, People) to align financial plans with business objectives
 </li>
 <li>
 Assist in preparing materials for executive leadership and board reporting, including financial narratives and KPI analysis
 </li>
 <li>
 Contribute to process improvements and help scale FP&amp;A systems and tools, including exploring AI-enabled workflows to automate and enhance analysis
 
 
 </li>
 </ul>
 
 What We Are Looking For
 
 
 
 <ul>
 <li>
 Bachelor&rsquo;s degree in Finance, Economics, Accounting, or a related field
 </li>
 <li>
 5+ years of experience in FP&amp;A, investment banking, consulting, or related finance roles
 </li>
 <li>
 Strong financial modeling and analytical skills with attention to detail
 </li>
 <li>
 Experience supporting forecasts, budgets, and operating models in a high-growth environment
 </li>
 <li>
 Advanced proficiency in Google Sheets
 </li>
 <li>
 Comfort using AI tools (e.g., ChatGPT, Excel Copilot, or similar) to improve productivity, automate workflows, and enhance analysis
 </li>
 <li>
 Ability to synthesize complex data into clear insights and communicate effectively to stakeholders
 
 
 </li>
 </ul>
 
 Traits That Set You Apart
 
 
 
 <ul>
 <li>
 Experience in a high-growth startup or SaaS environment
 </li>
 <li>
 Familiarity with financial systems (e.g., NetSuite) and HRIS platforms (e.g. Rippling)
 </li>
 <li>
 Experience supporting fundraising, board reporting, or strategic finance initiatives
 </li>
 <li>
 Exposure to building or implementing AI-driven workflows or automations in finance
 
 
 </li>
 </ul>
 
 Why Join Doppel
 
 
 
 <ul>
 <li>
 Competitive compensation (base + equity)
 </li>
 <li>
 Meaningful equity so you share in Doppel&rsquo;s success
 </li>
 <li>
 A hybrid working model with room for in-person collaboration and remote deep work
 </li>
 <li>
 Flexible PTO, comprehensive health benefits, parental leave, and more
 </li>
 <li>
 A high-growth environment where your work has immediate impact and visibility
 
 
 </li>
 </ul>
 Salary Range: $95,000 USD - $125,000 USD
</div>

FP&A Analyst

Explore 197+ Financial analyst in San Francisco this May. Find roles across top companies and apply now to boost your career.

197 financial analyst jobs In San Francisco

Financial Analyst

Financial Analyst

Senior Financial Analyst

Senior Financial Analyst

FINANCIAL ANL 3 CX

Private Equity Analyst

FP&A Analyst