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

associate forward deployed product manager

financial analyst

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real estate analyst

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

analyst

associate forward deployed product manager Jobs in San Francisco

fp a 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

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

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

Uber

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

Senior Associate, AV Support Strategic Planning

<div>This is a hybrid role and you must be located in, or willing to relocate to, New York or San Francisco for the position.
 
 
About the Role
 
 
The Autonomous Mobility and Delivery (AM&amp;D) team is seeking a Strategic Finance Associate to help build the economic frameworks and scalable processes required to grow Uber's global autonomous operations across mobility and delivery. You will serve as a primary architect of the AV P&amp;L, developing sophisticated models to optimize unit economics and partnering closely with Accounting to design robust SOPs and financial structures necessary for a rapidly evolving industry. As a core thought partner to Ops and Finance leadership, you will craft the commercial constructs that enable the business to scale efficiently, requiring a blend of technical financial rigor, cross-functional collaboration, and a passion for the future of autonomous technology.
 
 
So if you're ready to dive into a rewarding set of challenges and you've got the proven financial skills, experience, passion, and strong team mentality - read on and get in touch!
 
 
What You'll Do
<ul><li>Financial &amp; Operational Planning: Partner with company leaders to develop financial forecasts and operational goals
</li><li>Partner with the business: To apply business judgment and financial insights to assist with decision-making related to new initiatives, products, and business opportunities
</li><li>Sophisticated financial modeling: Break complex business problems down into components, and build models from scratch as well as improve existing models
</li><li>Strategic Thinking &amp; Execution Excellence: Partner with your team to execute projects and operationalize our insights
</li><li>Work closely with accounting to provide input on management reporting needs and better understand our actuals
</li><li>Be creative, adaptive, and eager to learn new technical skill sets
</li></ul>Basic Qualifications
<ul><li>BS/BA in Finance, Accounting, Economics, MIS or other relevant subject
</li><li>2+ years of proven experience
</li><li>Experience with Excel/Google Sheets
</li><li>Prior financial and/or analytical experience including FP&amp;A, investment banking, management consulting, private equity, or operations
</li></ul>Preferred Qualifications
<ul><li>Outstanding analytical skills - standard methodologies are second nature, and your models are efficient, scalable, and intuitive
</li><li>Excellent communication and people skills - numbers are key, but a business is built with people
</li><li>Self-starter - you will take initiative, be dedicated, set and drive toward goals
</li><li>Ability to prioritize - we are consistently working on multiple projects at any given time, so we are looking for someone who is comfortable working in an ambiguous environment and has the ability to optimally multitask
</li><li>Standout colleague - this is a highly collaborative and encouraging team environment
</li><li>Attention to detail and ability to execute in a fast-paced environment
</li><li>Basic knowledge of GAAP
</li>Experience with enterprise-level financial planning systems, SQL, and/or statistical software package 
<li>
</li></ul> 
 
For New York, NY-based roles: The base salary range for this role is USD$106,000 per year - USD$118,000 per year. For San Francisco, CA-based roles: The base salary range for this role is USD$106,000 per year - USD$118,000 per year. For all US locations, you will be eligible to participate in Uber's bonus program, and may be offered an equity award &amp; other types of comp. All full-time employees are eligible to participate in a 401(k) plan. You will also be eligible for various benefits. More details can be found at the following link https://jobs.uber.com/en/benefits.</div>

Associate, Strategic Finance - Autonomous Mobility & Delivery

Lightning AI

<div><div><h1 class="jobSectionHeader">Who We Are</h1>

Lightning AI is the company behind PyTorch Lightning. Founded in 2019, we build an end-to-end platform for developing, training, and deploying AI systems&mdash;designed to take ideas from research to production with less friction.

Through our merger with Voltage Park, a neocloud and AI Factory, Lightning AI combines developer-first software with cost-efficient, large-scale compute. Teams get the tools they need for experimentation, training, and production inference, with security, observability, and control built in.

We serve solo researchers, startups, and large enterprises. Lightning AI operates globally with offices in New York City, San Francisco, Seattle, and London, and is backed by Coatue, Index Ventures, Bain Capital Ventures, and Firstminute.
<div>
<h1 class="jobSectionHeader">Our Values</h1>
</div>
<ul><li>Move Fast: We act with speed and precision, breaking down big challenges into achievable steps.
</li>
<li>Focus: We complete one goal at a time with care, collaborating as a team to deliver features with precision.
</li>
<li>Balance: Sustained performance comes from rest and recovery. We ensure a healthy work-life balance to keep you at your best.
</li>
<li>Craftsmanship: Innovation through excellence. Every detail matters, and we take pride in mastering our craft.
</li>
<li>Minimal: Simplicity drives our innovation. We eliminate complexity through discipline and focus on what truly matters.
</li>
</ul></div>What We're Looking For

We are looking for a Senior Finance Associate to drive priorities across strategic finance, corporate development, and FP&amp;A as Lightning AI scales. You will partner with cross-functional stakeholders to shape unit economics, advise on deal pricing, and guide investment decisions. You will support GPU financing, fundraising, and investor relations to help Lightning AI acquire and allocate capital effectively. You will also build an operating cadence for P&amp;L management, reporting, forecasting, and planning, turning data into decision-ready insights for leadership.

The finance scope is deep, leadership visibility is high, and the work directly influences revenue growth, margin expansion, and capital allocation. If you want meaningful ownership, steep learning, and proximity to the decisions that shape an AI cloud, this role is for you. 
 
This is a hybrid role based in either San Francisco or New York City with in-office requirements of 2 days per week. The salary range for this role is $135,000-$165,000.

What You'll Do
<ul>
<li>Support deal reviews with Sales and leadership and recommend pricing decisions</li>
<li>Partner with Marketing on spend allocation, pipeline efficiency, and unit economics analyses (LTV/CAC, payback period)</li>
<li>Partner with Product on ROI for software investments and strategic initiatives</li>
<li>Partner with Infrastructure Operations on capacity planning and CapEx assessment</li>
<li>Model GPU financing structures and assess returns</li>
<li>Support lender and investor communications, materials, and data rooms</li>
<li>Monitor industry trends and the competitive landscape to identify potential business risks and opportunities</li>
<li>Contribute to M&amp;A sourcing and diligence models</li>
<li>Build and maintain a driver based model for P&amp;L, balance sheet, and cash flow statement</li>
<li>Prepare executive-level business reviews for leadership and board</li>
<li>Lead monthly and quarterly reporting, ensuring accuracy and highlighting key business drivers</li>
<li>Develop forecast cycles and strengthen forecast accuracy by partnering closely with cross-functional stakeholders</li>
<li>Support annual planning and long-range planning</li>
<li>Conduct rigorous analysis of key performance indicators, operational metrics, and business trends</li>
<li>Manage FP&amp;A systems and tooling and maintain data accuracy</li>
</ul>
What You'll Need
<ul>
<li>Bachelor's degree in Business Administration, Finance, Economics, or a related field</li>
<li>4+ years in Strategic Finance, FP&amp;A, investment banking, private equity, or venture capital, ideally with a focus on software, AI, and/or cloud infrastructure</li>
<li>Advanced proficiency in Excel and Google Sheets and experience building complex financial models</li>
<li>Excellent written and verbal communication</li>
<li>Track record of cross-functional partnership</li>
<li>Analytical and strong problem-solving ability</li>
<li>Team player with a growth mindset, positive attitude, and strong work ethic</li>
<li>Bias to action and desire to work in a startup environment</li>
<li>Experience with capital markets, M&amp;A, or CapEx financing</li>
<li>Exposure to cloud or AI infrastructure economics and data center capacity planning</li>
<li>Familiarity with FP&amp;A systems and data tooling (e.g., NetSuite)</li>
</ul><div><h2 class="jobSectionHeader">Benefits and Perks</h2>

We offer competitive base salaries and equity with a 25% one year cliff and monthly vesting thereafter. For our international employees, we work with our EOR to pay you in your local currency and provide equitable benefits across the globe.

In the US, we offer:
<ul>
<li>Medical, dental and vision</li>
<li>Life and AD&amp;D insurance</li>
<li>Flexible paid time off including winter closure</li>
<li>Paid family leave benefits</li>
<li>$500 one time home office stipend</li>
<li>$1,000 annual learning &amp; development stipend</li>
<li>100% Citibike membership (NYC only)</li>
<li>$45/month gym membership</li>
<li>Additional various medical and mental health services</li>
</ul>
At Lightning AI, we are committed to fostering an inclusive and diverse workplace. We believe that diverse teams drive innovation and create better products. We provide equal employment opportunities to all employees and applicants without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected characteristic. We are dedicated to building a culture where everyone can thrive and contribute to their fullest potential.</div></div>

Senior Finance Associate

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

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

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