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financial analyst

Appier

<div>
 <strong>
  About Appier
  <br/>
  <br/>
 </strong>
 Appier (TSE: 4180) is an AI-native Agentic AI as a Service (AssA) company that empowers businesses to create value through cutting-edge AdTech and MarTech solutions. Founded in 2012 with the vision of &ldquo;Making AI Easy by Making Software Intelligent,&rdquo; Appier helps businesses turn AI into ROI through its Ad Cloud, Personalization Cloud, and Data Cloud&mdash;each powered by Agentic AI that enables autonomous, adaptive, and real-time decision-making. Today, Appier operates 17 offices across APAC, the US, and EMEA, and is listed on the Tokyo Stock Exchange. Learn more at www.appier.com.
 <br/>
 <br/>
 <strong>
  About The Role
  <br/>
  <br/>
 </strong>
 We are seeking a highly motivated and Investment Analyst to join our growing Corp Dev team. In this role, you will support the execution of investments, M&amp;A transactions, and strategic partnerships. You will work closely with internal stakeholders, external advisors, and senior leadership to identify opportunities, evaluate targets, and drive strategic initiatives aligned with the company&rsquo;s growth strategy. This will be a remote role with some traveling required. Ideal location, San Francisco, New York, Seattle.
 <br/>
 <br/>
 <strong>
  Key Responsibilities
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Deal Sourcing &amp; Research
  </li>
 </ul>
 <ul>
  <li>
   Conduct market research, competitive analysis, and industry mapping to identify investment and M&amp;A opportunities.
  </li>
  <li>
   Track sector trends and provide regular strategic insights.
  </li>
  <li>
   Financial Modeling &amp; Valuation
  </li>
 </ul>
 <ul>
  <li>
   Build and maintain financial models for investment targets and M&amp;A opportunities.
  </li>
  <li>
   Perform valuation analyses using DCF, precedent transactions, trading comps, and other methodologies.
  </li>
  <li>
   Due Diligence &amp; Deal Execution
  </li>
 </ul>
 <ul>
  <li>
   Support due diligence processes across financial, commercial, legal, and technical areas.
  </li>
  <li>
   Assist in preparing internal investment memos, presentations, and board materials.
  </li>
  <li>
   Liaise with external advisors (e.g., bankers, lawyers, consultants) during deal execution.
  </li>
  <li>
   Strategic Planning &amp; Integration
  </li>
 </ul>
 <ul>
  <li>
   Work cross-functionally with product, finance, legal, and operations teams on strategic initiatives.
  </li>
  <li>
   Support integration planning and tracking post-close KPIs for acquired companies.
  </li>
  <li>
   Pipeline &amp; Process Management
  </li>
 </ul>
 <ul>
  <li>
   Maintain the M&amp;A and investment opportunity pipeline.
  </li>
  <li>
   Support internal reporting and tracking of strategic initiatives.
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Qualifications
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   2+ years of experience in investment banking, private equity, management consulting, corporate development, or a related field.
  </li>
  <li>
   Strong financial modeling and valuation skills.
  </li>
  <li>
   Proficient in Excel, PowerPoint, and data analysis tools; familiarity with CapIQ, PitchBook, or similar platforms a plus.
  </li>
  <li>
   Excellent written and verbal communication skills, with the ability to synthesize and present complex information clearly.
  </li>
  <li>
   Highly analytical, detail-oriented, and capable of managing multiple workstreams in a fast-paced environment.
  </li>
  <li>
   Passion for technology, M&amp;A, and strategic growth.
   <br/>
   <br/>
  </li>
 </ul>
</div>


Investment Analyst

JMA Ventures, LLC

<p><b>JMA Ventures</b></p><p>JMA Ventures is a full-service real estate investment and development firm, serving as managing partner of approximately $1.5 billion in existing projects spanning hospitality, leisure &amp; resort, residential, retail, and office, including many landmark properties. Founded in 1986 and based in San Francisco, the company has established itself as one of the pre-eminent mid-size value-add real estate firms in Northern California, with additional offices in Sacramento, Lake Tahoe, Orlando, Los Angeles, and projects spanning the West Coast.</p><p>JMA Ventures prides itself as a dynamic, innovative, and hard-working company with in-house capabilities in the acquisition, development management, financing, leasing/marketing, and asset management disciplines, allowing it to work on every project scope from concept and entitlement through completion and operation. JMA is a very creative firm that has been actively involved in opportunistic real estate for nearly four decades, with a young, entrepreneurial, and high-paced company culture.</p><p><b>Position Summary</b></p><p>The Investments Analyst will be responsible for underwriting, financial modeling, supporting acquisitions and asset management efforts, performing economic and market research, and assisting with project management tasks. The Investments team works closely with our Development &amp; Construction and Finance teams and should be comfortable in collaborative environments. The ideal candidate has experience and/or demonstrated interest in the real estate field and has strong quantitative, analytical, and communication skills. The candidate must be a highly motivated self-starter, have the ability to work both independently and in a team environment, and thrive in an entrepreneurial and fast-paced company culture. Employee home office would be San Francisco, but would be required to work with and frequently travel to other JMA offices and projects.</p><p><b>Primary Duties and Responsibilities</b></p><ul><li>Underwriting potential acquisitions, including performing due diligence and conducting market research</li><li>Financial modeling of cash flows and deal structures</li><li>Interface with financial partners, lenders, lawyers, brokers, and other market contacts to obtain information pertinent to pursuit efforts and existing assets</li><li>Assisting in financial analysis and management of existing assets</li><li>Participating in meetings with property managers and capital partners</li><li>Preparing presentation materials for internal and external meetings while having a key participation role</li><li>Collecting, analyzing, and presenting market information, including recent sales</li><li>Working with other team members to accomplish tasks under time pressure</li><li>Ability to grow within the firm by achieving results</li></ul><p><b>Skills &amp; Competencies</b></p><ul><li>BS/BA required. Major in business, economics, finance, CS, math, or accounting preferred</li><li>Previous work, internship, or coursework experience in quantitative fields, including business, finance, IT, or accounting</li><li>One year of relevant full-time work experience required</li><li>Some experience in real estate is preferred, but not necessary</li><li>Strong quantitative, analytical, and problem-solving skills</li><li>Strong proficiency in Microsoft Excel, PowerPoint, and Word</li><li>Experience working with quantitative data and a desire to become proficient with database and analytical tools</li><li>Experience with financial modeling or previous coursework using Excel, and the ability to grasp fundamental finance concepts</li><li>Experience working with financial and operating statements is preferred</li><li>Experience with development and renovation projects, and some understanding of the construction process and job cost accounting, is a plus</li><li>Good organizational skills with the ability to prioritize and multitask</li><li>Strong attention to detail</li><li>Strong verbal and written communication skills to present analytical information</li><li>Self-starter and strong work ethic with willingness to work in a demanding, highly focused, and collaborative environment</li><li>Sense of personal accountability and strong desire to make a difference</li></ul><p>Job Type: Full-time</p><p>Pay: $83,615.37 - $100,698.08 per year</p><p>Work Location: In person</p>

Investments Analyst

LiveRamp

<div><div>LiveRamp is the leading data connectivity platform. We believe connected data has the power to change the world. Our platform powers insights and experiences centered around the needs of real people, and in ways that keep the Internet open for all. LiveRampers thrive on building together with curiosity and humility&mdash;and have a good bit of fun along the way. We&rsquo;re always looking for smart, kind, and creative people to grow our team and impact.</div><div></div><div>
Mission: LiveRamp makes it safe and easy for businesses to use data effectively.</div><div></div><div>
Get ready for the best learning experience of your life. You will receive the same orientation training as our full-time engineers, you will be matched with an individual mentor, and you will be committing production code by the end of your first week. In the course of your internship, you will be tasked with one or more mission-critical projects and make meaningful contributions to LiveRamp's success. Also, if our previous interns are any guides, you will have a ton of fun in the process!</div><div></div><div>
Internships are 12 weeks long. Should we want to extend you a full-time offer after you graduate, we ask that you would be willing to consider this at the end of your internship. We are seeking interns interested in full-stack application development and big data back-end engineering.</div><div></div><div><br>
You will:</div><ul><li><div>
Support the FP&amp;A team in financial planning, budgeting, and forecasting processes.</div></li><li><div>
Assist in preparing monthly, quarterly, and annual financial reports and variance analyses.</div></li><li><div>
Analyze financial data to identify trends, risks, and opportunities for business improvement.</div></li><li><div>
Collaborate with cross-functional teams to gather and validate financial information.</div></li><li><div>
Participate in ad hoc projects, such as process improvements, cost analysis, and scenario modeling.</div></li><li><div>
Present findings and recommendations to finance leadership.</div></li></ul><div></div><div>
Your team will: Work on high-impact projects that drive business decisions and operational excellence. Collaborate closely with business partners across the organization to support strategic initiatives. Foster a culture of learning, innovation, and continuous improvement.</div><div></div><div>
About you:</div><ul><li><div>
Currently pursuing a Bachelor&rsquo;s degree in Finance, Accounting, Economics, Business, or a related field.</div></li><li><div>
Strong analytical and quantitative skills with attention to detail.</div></li><li><div>
Proficient in Microsoft Excel and PowerPoint; experience with financial modeling is a plus.</div></li><li><div>
Excellent written and verbal communication skills.</div></li><li><div>
Ability to work independently and as part of a team in a fast-paced environment.</div></li></ul><div></div><div>
Preferred Skills:</div><ul><li><div>
Experience with financial planning software (e.g., Onestream, Adaptive Insights, Anaplan) is a plus.</div></li><li><div>
Prior internship or project experience in finance or accounting is preferred.</div></li></ul><div><i>
The approximate annual base compensation range is $30 per hour. The actual offer, reflecting the total compensation package and benefits, will be determined by a number of factors including the applicant's experience, knowledge, skills, and abilities, geography, as well as internal equity among our team.</i></div><div>
More about us:</div><div></div><div>
LiveRamp&rsquo;s mission is to connect data in ways that matter, and doing so starts with our people. We know that inspired teams enlist people from a blend of backgrounds and experiences. And we know that individuals do their best when they not only bring their full selves to work but feel like they truly belong. Connecting LiveRampers to new ideas and one another is one of our guiding principles&mdash;one that informs how we hire, train, and grow our global team across nine countries and four continents. Click <div>here</div> to learn more about Diversity, Inclusion, &amp; Belonging (DIB) at LiveRamp.</div><div></div><div>
We use automated decision systems (ADS) as part of our recruitment and hiring process. If you require an accommodation or believe that the use of an ADS may create a barrier to your application or participation in the hiring process due to a disability or other protected characteristic, please let us know. We are committed to providing reasonable accommodations and ensuring an equitable hiring experience for all candidates.</div></div>

FP&A Intern

Amazon Web Services

<div><h2 class="jobSectionHeader"><b>DESCRIPTION</b></h2><div>
Amazon Web Services (AWS) is seeking an experienced, self-motivated, personable, and detail-oriented Analyst Relations (AR) Manager to lead its Security AR program. The AR Manager will manage and execute the company's AR strategy and tactics to effectively communicate key differentiators for AWS Security services.<br>
<br>
The AWS cloud computing platform is used today by millions of businesses and developers around the world, ranging from start-ups to Fortune 50 enterprises. Cloud computing is arguably one of the most impactful developments in technology within the last 20 years. AWS is a pioneer and leader in the fast growing field of cloud computing. Because of this, there are thousands of analysts worldwide who are trying to understand AWS to then help their clients realize the transformation potential of cloud computing for their business. Our role is to inform these analysts and explain how AWS is different from traditional IT infrastructure offerings, and to work with these analysts to understand core customer requirements and concerns.<br>
<br>
The right candidate possesses analyst experience and a track-record of demonstrating successful AR program management &ndash; this includes the ability to quickly understand technically deep topics, successfully deliver on numerous collaborative projects, and manage day-to-day operations related to program activities in a global organization. In this role, the candidate will have a direct opportunity to innovate AWS AR programs and measurement of results via new approaches. He/she must be comfortable with balancing strategic thinking with tactical, detailed execution while working independently, sorting through ambiguously defined problems, and identifying market challenges and opportunities for our customers.<br>
<br>
Key job responsibilities<br>
<ul><li>Develop and execute a global AR program to educate the analyst community specifically focused on Security</li><li>Utilize company AI tools for to automate perception audits, competitive analysis, and evaluation tracking. Simplify complex technical narratives into compelling analyst-ready stories that differentiate AWS</li><li>Proactively manage vendor evaluations, and secure positive placements of AWS in key reports</li><li>Drive analyst awareness of AWS Security offerings and significantly expand analyst understanding of the unique AWS approach to cloud Security</li><li>Deliver on-going AR program activities such as analyst briefings, events, inquiries, reporting and other core program tactics</li><li>Prioritize and manage incoming requests for information, research review, customer references, event speakers, and research</li><li>Write presentations and prepare AWS Executives for engaging with analysts</li><li>Drive alignment with sales, marketing and product teams to maximize awareness of customer requirements, existing market evidence, and AR program impact. Deliver and activate analyst content that reaches desired customer audiences</li></ul></div><h2 class="jobSectionHeader"><b><br>
BASIC QUALIFICATIONS</b></h2><ul><li>6+ years of professional non-internship marketing experience</li><li>Experience using data and metrics to drive improvements</li><li>Experience communicating results to senior leadership</li><li>Previous experience in cloud computing or security via a communications or marketing role</li><li>Experience managing vendor evaluations for Gartner Magic Quadrants and Forrester Waves</li></ul><h2 class="jobSectionHeader"><b>
PREFERRED QUALIFICATIONS</b></h2><ul><li>Ability to translate complex concepts into compelling stories</li><li>Passion for working in a lean, fast-paced organization and a desire to own and refine key operational processes and ability to adapt to a fast-changing and evolving role</li><li>Natural tendency to invent, simplify, and take an innovative approach to AR</li><li>Excellent written and oral communication skills</li><li>Self-starter with a strong sense of ownership</li></ul><br>
Amazon is an equal opportunity employer and does not discriminate on the basis of protected veteran status, disability, or other legally protected status.<br>
<br>
Los Angeles County applicants: Job duties for this position include: work safely and cooperatively with other employees, supervisors, and staff; adhere to standards of excellence despite stressful conditions; communicate effectively and respectfully with employees, supervisors, and staff to ensure exceptional customer service; and follow all federal, state, and local laws and Company policies. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness and professionalism, and safeguard business operations and the Company&rsquo;s reputation. Pursuant to the Los Angeles County Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.<br>
<br>
Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.<br>
<br>
Our inclusive culture empowers Amazonians to deliver the best results for our customers. If you have a disability and need a workplace accommodation or adjustment during the application and hiring process, including support for the interview or onboarding process, please visit https://amazon.jobs/content/en/how-we-hire/accommodations for more information. If the country/region you&rsquo;re applying in isn&rsquo;t listed, please contact your Recruiting Partner.<p><br>
The base salary range for this position is listed below. Your Amazon package will include sign-on payments and restricted stock units (RSUs). Final compensation will be determined based on factors including experience, qualifications, and location. Amazon also offers comprehensive benefits including health insurance (medical, dental, vision, prescription, Basic Life &amp; AD&amp;D insurance and option for Supplemental life plans, EAP, Mental Health Support, Medical Advice Line, Flexible Spending Accounts, Adoption and Surrogacy Reimbursement coverage), 401(k) matching, paid time off, and parental leave. Learn more about our benefits at https://amazon.jobs/en/benefits.</p><br>
USA, CA, Mountain View - 137,900.00 - 186,500.00 USD annually<br>
USA, CA, San Francisco - 137,900.00 - 186,500.00 USD annually<br>
USA, NY, New York - 137,900.00 - 186,500.00 USD annually<br>
USA, TX, Austin - 125,400.00 - 169,600.00 USD annually<br>
USA, VA, Arlington - 125,400.00 - 169,600.00 USD annually<br>
USA, WA, Seattle - 125,400.00 - 169,600.00 USD annually</div><p></p>

AR Manager, Security, AWS - Analyst Relations

Goldman Sachs

<div><div><div><div><div><div><div><p><b>YOUR IMPACT</b></p>
<p>
Accelerate your career at the pinnacle of global wealth management. Goldman Sachs is looking for ambitious Wealth Management Professionals who possess a deep passion for client service and the markets, coupled with an exceptional ability to collaborate and innovate. Join a culture where integrity, partnership, and a relentless pursuit of excellence drive our success. Your meticulous attention to detail, strong communication, and organizational skills will be essential in delivering unparalleled support and enhancing our client relationships. <b>THIS ROLE IS FOR A 2026 START.</b></p>
<p><b>
OUR IMPACT</b></p>
<p><b>
Wealth Management</b></p>
<p>
Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data and design.</p>
<p><b>
Private Wealth Management (PWM)</b></p>
<p>
Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for high net worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond.</p>
<p>
As a Wealth Management Professional, you'll be at the forefront of delivering world-class financial solutions, directly impacting the financial success and legacy of our sophisticated clients, including ultra-high net worth individuals, families, and institutions. You will build deep relationships and orchestrate a seamless client experience, leveraging the full breadth of Goldman Sachs' global resources to meet their complex financial needs. Your expertise will be vital in managing the intricate onboarding of new client relationships, meticulously ensuring the achievement of their investment objectives, proactively mitigating fraud risk, executing critical trades, and optimizing liquidity. This role offers a dynamic blend of strategic oversight and hands-on engagement, fostering enduring client partnerships within a culture defined by integrity, innovation, and a relentless pursuit of excellence.</p>
<p><b>
HOW YOU WILL FULFILL YOUR POTENTIAL</b></p>
<ul><li>
Leverage your interpersonal skills to contribute to a growing business</li><li>
Act as key relationship manager for ultra-high net worth clients</li><li>
Work closely with Private Wealth Advisors and teammates to service our clients</li><li>
Oversee asset movements, portfolio implementations and leverage your understanding of organizational documents, estate planning and tax concepts</li><li>
Introduce new and existing clients to the firm's offerings including but not limited to client reporting, digital capabilities and banking services</li><li>
Identify opportunities for wealth advisory services for clients</li><li>
Understand client suitability and risk tolerance</li><li>
Help to identify and prevent fraudulent activities by leveraging your deep understanding of our clients and their behaviors</li><li>
Work with our middle and back office colleagues to ensure an exceptional client experience</li><li>
Execute, process and reconcile trading and other investment related transactions</li></ul>
<p><b>
WHERE WILL YOU MAKE AN IMPACT</b></p>
<p>
Our Private Wealth Management business spans the globe, with the following locations in the United States: Atlanta, Boston, Chicago, Dallas, Houston, Los Angeles, New York, Miami (Florida and Latin America coverage), Philadelphia, San Francisco, Seattle, Washington, D.C. and West Palm Beach.<b> This role is in our San Francisco office.</b></p>
<p><b>
SKILLS &amp; EXPERIENCE WE'RE LOOKING FOR</b></p>
<ul><li>
Bachelor's Degree Required</li><li>
3 or more years of preferred experience in client service and/or the financial industry</li><li>
Ability to work in a fast-paced environment and think clearly under pressure</li><li>
Strong interest in client service</li><li>
Self-motivated and able to work in an autonomous, yet collaborative environment</li><li>
Strong verbal and written communication skills, as well as strong organizational and interpersonal skills</li><li>
Commitment to excellence and a high level of integrity</li><li>
Interest in Financial Services Industry</li><li>
SIE, Series 7 and 63 required (must be obtained within three months of employment)</li></ul>
<p><b>
ABOUT GOLDMAN SACHS</b></p>
<p>
At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world.</p>
<p>
We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. about our culture, benefits, and people at GS.com/careers.</p>
<p>
We&rsquo;re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. : https://www.goldmansachs.com/careers/footer/disability-statement.html</p>
<p>
&copy; The Goldman Sachs Group, Inc., 2025. All rights reserved.</p>
<p>
Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veterans status, disability, or any other characteristic protected by applicable law.</p>
<p><b>
Salary Range</b><br>
The expected base salary for this San Francisco, California, United States-based position is $60,000-$125,000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end.</p>
<p><b>
Benefits</b><br>
Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience. A summary of these offerings, which are generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here.</p></div></div></div></div></div></div><div><div><div><div><div><b>
We Offer Best-In-Class Benefits</b></div></div></div><p></p><div><div><div><div><div><div><div>
Healthcare &amp; Medical Insurance</div></div><p>
We offer a wide range of health and welfare programs that vary depending on office location. These generally include medical, dental, short-term disability, long-term disability, life, accidental death, labor accident and business travel accident insurance.</p></div></div></div></div><p></p><div><div><div><div><div><div>
Holiday &amp; Vacation Policies</div></div><p>
We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year.</p></div></div></div></div><p></p><div><div><div><div><div><div>
Financial Wellness &amp; Retirement</div></div><p>
We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees&rsquo; priorities.</p></div></div></div></div><p></p><div><div><div><div><div><div>
Health Services</div></div><p>
We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state-of-the-art on-site health centers in certain offices.</p></div></div></div></div><p></p><div><div><div><div><div><div>
Fitness</div></div><p>
To encourage employees to live a healthy and active lifestyle, some of our offices feature on-site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre-approved amount).</p></div></div></div></div><p></p><div><div><div><div><div><div>
Child Care &amp; Family Care</div></div><p>
We offer on-site child care centers that provide full-time and emergency back-up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available.</p></div></div></div></div><p></p><div><div><div><div><div><div>
Benefits at Goldman Sachs</div></div><p>
Read more about the full suite of class-leading benefits our firm has to offer.</p></div></div></div></div></div></div></div></div><div></div>
<br><p>Opportunity Overview
CORPORATE TITLE
Analyst
OFFICE LOCATION(S)
San Francisco
DIVISION
Asset &amp; Wealth Management</p>

Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Associate - San Francisco

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)

University of California - San Francisco

<p></p><div><div><div><div>The Summer Housing Facilities Assistant (SHFA) plays an important role in helping to facilitate the smooth and quick turnover of housing properties in preparation for incoming Residents. This allows the department to maintain its highest level of occupancy and revenue stream.<br>
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The SHFA performs general and specialized clerical and administrative services essential to the operation of Housing Services and performs other related duties as required. This position reports on-site Monday through Friday, 8AM &ndash; 5PM, with a 1-hour unpaid lunch. Based on the key responsibilities of this position, the SHFA is not eligible for remote telework.<br>
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Reporting directly to the Director of Housing Facilities and receiving day-to-day guidance from the Housing Facilities Analyst, the SHFA works independently with limited supervision to perform Resident check-ins and checkouts, conduct inventories and damage assessments, use KeyTrak (computerized key inventory system), meet and provide access to vendors, perform inspections, and secure facilities by opening and locking the doors to Resident units.<br>
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Effective written and verbal communication is critical. The SHFA must follow proper channels to ensure information is communicated accurately, effectively, and in a timely manner. The SHFA will prepare and post Resident notices, respond to emails regarding turnover and maintain accurate files and paperwork. With the support and guidance of the Housing Facilities Analyst, the SHFA will be responsible for providing clear verbal instruction, relaying accurate information, and providing effective instructions resulting in corrective action to vendors, contractors and Facilities support staff.<br>
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The SHFA may be asked to work on miscellaneous projects such as auditing an inventory of keys, storage and organization, signage inventories, or other projects to help optimize the performance of the facilities unit.<br>
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Administrative responsibilities require accurate record keeping and use of databases to access and update information. The SHFA may be asked to help compile information for reports, complete forms and documents and manage moveout inspection calendars.<br>
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This position requires a minimum of a high school graduation/GED and 3 years of related experience or equivalent combination of education and experience.<br>
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The successful candidate will be personable, embrace a team approach, have strong communication skills (written and verbal), is detail oriented and is able to interpret and apply protocols and University policy. They should be able to use good judgement and have the confidence to pass accurate information to others and tactfully request vendors to achieve the standards set by the Housing Facilities Analyst. The SHFA should have database experience, and experience working with diverse populations.<br>
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Must possess a CA driver&rsquo;s license and satisfactory driving record. Must be available to work on July 1st and the July 4th holiday.<p><br>
The final salary and offer components are subject to additional approvals based on UC policy.</p><p>
Your placement within the salary range is dependent on a number of factors including your work experience and internal equity within this position classification at UCSF. For positions that are represented by a labor union, placement within the salary range will be guided by the rules in the collective bargaining agreement.</p><p>
The salary range for this position is $25.72 - $36.59 (Hourly Rate).</p><p>
To learn more about the benefits of working at UCSF, including total compensation, please visit: https://ucnet.universityofcalifornia.edu/compensation-and-benefits/index.html</p></div>
</div><div><p><b>Department Description</b></p>
<div>Housing Services supports UCSF in its quest to attract and support the most talented and diverse trainees in the health sciences and to be the workplace of choice for top-tier talent. Housing Services&rsquo; mission is to provide housing and related services in support of UCSF&rsquo;s mission. With the high cost of living in San Francisco, Housing Services play a critical role in recruitment and retention.<br>
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Housing Services aspires to create a desirable housing program for UCSF affiliates in a variety of safe and well-maintained rental communities. An auxiliary unit under Campus Life Services, Housing Services oversees a portfolio of rental housing for students, trainees, faculty, and staff at the following properties:<br>
Mission Bay, Aldea San Miguel, Tidelands Housing, Mount Zion, and the Avenues at Parnassus Heights. In total, UCSF is currently providing 1862 rental opportunities within 47 buildings at the properties.<br>
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UCSF is dedicated to building a diverse community and nurturing a culture that is welcoming and supportive. Housing Services seeks team members whose experiences have prepared them to contribute to and enhance the university's diversity, equity, and inclusion (DEI) efforts. Housing Services employees are guided by UCSF&rsquo;s PRIDE values that define who we are as a community, and how we work, learn, interact, and fulfill UCSF&rsquo;s mission.</div>
</div><div><p><b>Required Qualifications</b></p>
<div><ul><li>High school graduation/GED and three years of related administrative experience; or an equivalent combination of education and experience</li><li>
Efficient at using Microsoft word, and excel and Email platforms</li><li>
Strong written and verbal communication</li><li>
Demonstrates attention to detail</li><li>
Decision-making experience</li><li>
Skill to interpret and apply policies and protocols</li><li>
Experience providing feedback to improve quality of work</li><li>
Experience working with diverse populations</li><li>
Walk and remain standing for long periods of time</li></ul></div>
</div><div><p><b>Preferred Qualifications</b></p>
<div><ul><li>Working knowledge of applicable University policies and procedures in all areas</li><li>
Experience working with University housing, hotels, or property management businesses</li><li>
Skill to navigate and use databases</li><li>
Experience using outlook, KeyTrak, navigating on-line applications,</li></ul></div>
</div><div><p><b>About UCSF</b></p>
<div>The University of California, San Francisco (UCSF) is a leading university dedicated to promoting health worldwide through advanced biomedical research, graduate-level education in the life sciences and health professions, and excellence in patient care. It is the only campus in the 10-campus UC system dedicated exclusively to the health sciences. We bring together the world&rsquo;s leading experts in nearly every area of health. We are home to five Nobel laureates who have advanced the understanding of cancer, neurodegenerative diseases, aging and stem cells.</div>
</div><div><p><b>Pride Values</b></p>
<div>UCSF is a diverse community made of people with many skills and talents. We seek candidates whose work experience or community service has prepared them to contribute to our commitment to professionalism, respect, integrity, diversity and excellence &ndash; also known as our PRIDE values.
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In addition to our PRIDE values, UCSF is committed to equity &ndash; both in how we deliver care as well as our workforce. We are committed to building a broadly diverse community, nurturing a culture that is welcoming and supportive, and engaging diverse ideas for the provision of culturally competent education, discovery, and patient care. Additional information about UCSF is available at diversity.ucsf.edu
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Join us to find a rewarding career contributing to improving healthcare worldwide.</div>
</div><div><p><b>Equal Employment Opportunity</b></p>
<div>The University of California is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, age, protected veteran status, or other protected status under state or federal law.</div>
</div><div><p><b>Organization</b></p>
<div>Campus</div>
</div><div><p><b>Job Code and Payroll Title</b></p>
<div>004723 BLANK AST 2
</div></div><div><p><b>Job Category</b></p>
<div>Administrative Support</div>
</div><div><p><b>Bargaining Unit</b></p>
<div>Teamsters Local 2010 - Clerical and Allied Services Unit (CX)
</div></div><div><p><b>Employee Class</b></p>
<div>Limited Appt</div>
</div><div><p><b>Percentage</b></p>
<div>100%</div>
</div><div><p><b>Location</b></p>
<div>San Francisco, CA
</div></div><div><p><b>Campus</b></p>
<div>Mission Bay (SF)
</div></div><div><p><b>Work Style</b></p>
<div>Fully On-Site</div>
</div><div><p><b>Shift</b></p>
<div>Days</div>
</div><div><p><b>Shift Length</b></p>
<div>8 Hours
</div></div><div><p><b>Additional Shift Details</b></p>
<div>Monday-Friday 8am-5pm</div></div></div></div><div></div>

Summer Housing Facilities Assistant

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