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

accounts payable supervisor - senior associate

business analyst ii Jobs in San Francisco

business analyst ii

financial analyst

real estate analyst Jobs in San Francisco

real estate analyst

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

accounts payable supervisor - senior associate Jobs in San Francisco

senior 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

<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>

Waymo

<div>
 Waymo is an autonomous driving technology company with the mission to be the world's most trusted driver. Since its start as the Google Self-Driving Car Project in 2009, Waymo has focused on building the Waymo Driver&mdash;The World's Most Experienced Driver&trade;&mdash;to improve access to mobility while saving thousands of lives now lost to traffic crashes. The Waymo Driver powers Waymo&rsquo;s fully autonomous ride-hail service and can also be applied to a range of vehicle platforms and product use cases. The Waymo Driver has provided over ten million rider-only trips, enabled by its experience autonomously driving over 100 million miles on public roads and tens of billions in simulation across 15+ U.S. states.
 
 
 Our Driver may be autonomous, but Waymo's finances are steered by experts like you. The Finance and Accounting group manages all aspects of our finances and serves as trusted advisors for all our strategic and enterprise endeavors. Along with managing compilation of our financial statements, looking after our cash and overseeing compliance, we partner closely with the business in overseeing company wide resource allocation, developing cutting edge compensation initiatives and generating detailed financial analyses to drive the business forward. We also develop advanced capital strategies to support the company's short- and long-term future.
 
 
 In this hybrid role, you will report to the Head of Strategic Finance, Commercial Finance and Corporate FP&amp;A.
 
 
 
 You Will
 
 
 
 <ul>
 <li>
 Own Waymo-wide forecast for marketing (growth and brand), communications, and public affairs spend, in partnership with Marketing, Product, Data Science, and Accounting teams, and track variances and drivers of variances in actual spend vs. forecasts
 </li>
 <li>
 Act as a strategic advisor to the Marketing team, providing financial rigor for brand and growth investments and supporting the development of measurement frameworks to assess the ROI of both top-of-funnel and lower funnel investments (i.e. customer acquisition, activation, engagement, and retention)
 </li>
 <li>
 Partner with Marketing and Product teams to identify levers that aggressively drive down CAC while increasing long-term customer LTV
 </li>
 <li>
 Derive insights from complex datasets to influence marketing spend, allocation of spend between marketing initiatives, pricing strategies, and product roadmap prioritization
 </li>
 <li>
 Embed with Marketing and Product Data Science teams to ensure our growth models are rigorous, and partner with other Commercial Finance teammates to integrate customer funnel drivers into consolidated revenue model
 </li>
 <li>
 Prepare and present high-impact executive presentations that translate marketing spend trends and funnel dynamics into clear commercial outcomes for senior leadership
 
 
 </li>
 </ul>
 
 You Have
 
 
 
 <ul>
 <li>
 7-10 years' experience in Marketing Finance, Go-To-Market Finance, Commercial Finance, and/or Strategic Finance
 </li>
 <li>
 Exceptional financial modeling skills with the ability to build complex, driver-based models from scratch and a strong familiarity with financial statements
 </li>
 <li>
 The ability to think multiple steps ahead regarding the commercial implications of marketing and product decisions
 </li>
 <li>
 Excellent written and verbal communication skills with a proven track record of influencing controversial decision-making through objective analysis
 </li>
 <li>
 Ability to prioritize assignments, navigate ambiguity, and meet deadlines in a fast-paced, growth-oriented environment
 </li>
 <li>
 BS/BA/MBA in Finance, Economics or a related quantitative field
 
 
 </li>
 </ul>
 
 We Prefer
 
 
 
 <ul>
 <li>
 Deep knowledge of the rideshare, transportation, or autonomous vehicle industries
 </li>
 <li>
 Experience within high-growth consumer tech companies focusing on user acquisition and retention
 </li>
 <li>
 Experience working with forecasting tools (e.g. Anaplan) and systematizing budgeting, forecasting, and variance analysis
 </li>
 <li>
 Familiarity with SQL or working closely with Data Science teams to extract and manipulate large datasets
 
 
 </li>
 </ul>
 The expected base salary range for this full-time position across US locations is listed below. Actual starting pay will be based on job-related factors, including exact work location, experience, relevant training and education, and skill level. Your recruiter can share more about the specific salary range for the role location or, if the role can be performed remote, the specific salary range for your preferred location, during the hiring process.
 
 
 Waymo employees are also eligible to participate in Waymo&rsquo;s discretionary annual bonus program, equity incentive plan, and generous Company benefits program, subject to eligibility requirements.
 
 
 Salary Range
 
 
 $168,000&mdash;$207,000 USD
</div>

Senior Analyst - Marketing Finance

<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

Career Launch AI

<div><h2 class="jobSectionHeader">Investment Banking Analyst (Full-Time / Internship)</h2>
Career Launch AI (Talent Platform &amp; Staffing Partner) 
Location: San Francisco, United States (Hybrid) 
Employment Type: Full-Time or Internship 
Experience Level: Entry-Level to Early Career<h2 class="jobSectionHeader">
About Career Launch AI</h2>
Career Launch AI is a talent platform that connects high-potential candidates with opportunities across investment banking, private equity, venture capital, and high-growth companies. We partner with a network of employers to place candidates into roles aligned with their skills and career goals.
By applying, candidates are considered not only for this role, but for 120+ active opportunities within our partner network.<h2 class="jobSectionHeader">
Role Overview</h2>
We are seeking motivated and detail-oriented candidates for an Investment Banking Analyst role within our partner network. This position offers hands-on exposure to financial analysis, deal execution, and client advisory.
Candidates will support senior professionals across live transactions, gaining experience in valuation, market research, and investment strategy.<h2 class="jobSectionHeader">
Key Responsibilities</h2><ul><li>
Build and maintain financial models for valuation and investment analysis</li><li>
Support deal sourcing and pipeline management to track opportunities</li><li>
Conduct market research and industry analysis to identify trends</li><li>
Assist in due diligence processes and transaction execution</li><li>
Prepare pitch books, presentations, and client materials</li><li>
Analyze financial statements and performance metrics</li><li>
Collaborate with internal teams and external stakeholders</li><li>
Track and report on KPIs and deal progress</li><li>
Maintain compliance with relevant financial regulations and internal policies</li></ul><h2 class="jobSectionHeader">
Required Qualifications</h2><ul><li>
Bachelor&rsquo;s degree (or in progress) in Finance, Economics, Business, or related field</li><li>
Strong understanding of financial modeling, valuation, and accounting principles</li><li>
Proficiency in Excel and PowerPoint</li><li>
Strong analytical and problem-solving skills</li><li>
Excellent written and verbal communication abilities</li><li>
Ability to manage multiple priorities in a fast-paced environment</li></ul><h2 class="jobSectionHeader">
Preferred Qualifications</h2><ul><li>
Prior internship or experience in investment banking, consulting, or finance</li><li>
Familiarity with DCF, comparable company analysis, and transaction modeling</li><li>
Experience supporting client-facing presentations</li><li>
Interest in capital markets, M&amp;A, or private investments</li></ul><h2 class="jobSectionHeader">
Compensation &amp; Benefits</h2><ul><li>
Competitive base salary (varies by placement and experience)</li><li>
Performance-based incentives (where applicable)</li><li>
Hybrid work flexibility (role-dependent)</li><li>
Professional development and training opportunities</li></ul><h2 class="jobSectionHeader">
Work Environment</h2><ul><li>
Hybrid work model (New York-based roles may require in-office presence)</li><li>
Fast-paced, performance-driven environment</li><li>
Collaborative, team-oriented culture</li></ul><h2 class="jobSectionHeader">
Equal Opportunity Statement</h2>
Career Launch AI and its partner companies are equal opportunity employers. We evaluate all applicants based on qualifications, merit, and business needs. We do not discriminate on the basis of race, color, religion, gender, sexual orientation, national origin, disability, or any other protected status.<h2 class="jobSectionHeader">
Important Transparency Notice</h2>
Career Launch AI operates as a staffing and talent placement platform. 
By applying, you consent to being considered for this role and other relevant opportunities within our partner network.<h2 class="jobSectionHeader">
How to Apply</h2>
Submit your application through LinkedIn. Qualified candidates will be contacted regarding next steps, which may include screening and interviews with partner firms.
#Workwolf</div>

Investment Banker

Bailard

<div>About Bailard 
Join a Legacy of Values-Driven Excellence! 
Founded in 1969, Bailard is an independent, values-based asset and wealth management firm distinguished by our entrepreneurial roots and majority employee ownership. Grounded in the principles of accountability, compassion, courage, excellence, fairness, and independence, we have cultivated a high-trust culture that prizes intellectual rigor and personal integrity. Bailard is purposefully different, and we view that distinction as a powerful strength. For several years, we&rsquo;ve been honored among the nation&rsquo;s best workplaces, a testament to our enduring commitment to our people. We are dedicated to creating an environment where individuals are empowered to grow, thrive, and feel genuinely supported by their team. 
 
The Opportunity: 
 
The Real Estate Analyst is a key member of the Bailard, Inc. Real Estate team and is an integral position for the organization, reporting to the Senior Vice President of Real Estate. The Real Estate Analyst will have a leading role in the property-level analytical activities for the Fund&rsquo;s investments. The position will provide support to both the acquisition and asset management disciplines, across all property types and geographies. The functions of the role include underwriting new investments, providing financial analysis for all investment- level decisions, assisting with quarterly valuations on existing investments, and working closely with the fund&rsquo;s portfolio managers. Additional responsibilities include support for Real Estate related projects and duties. 
 
The ideal candidate will be an energetic, hard-working, and enthusiastic individual seeking a growing team and craving the opportunity to work closely with experienced real estate professionals. 
 
Responsibilities:<ul><li>
Conducting financial analysis for potential acquisitions.</li><li>
Creating and modifying Argus models and Excel discounted cash flow and waterfall models.</li><li>
Performing financial analysis to support investment decisions including new leases, capital plans, financing, and exit strategies.</li><li>
Research necessary market data for prospective investments to determine underwriting assumptions.</li><li>
In partnership with the team, reviews and presents quarterly valuations of existing assets.</li><li>
Assists in the preparation of internal investment memos for acquisitions, dispositions, financing, and re-financings.</li><li>
Additional duties as required by the Real Estate team.</li></ul>
Qualifications:<ul><li>
Bachelor&rsquo;s degree required, preferably in Finance, Real Estate, or related field.</li><li>
2-3 years of work experience in commercial real estate.</li><li>
Ability to communicate effectively both orally and in writing with the ability to effectively adapt communication to multiple audiences.</li><li>
Strong proficiency in Argus and Excel with experience in discounted cash flow modeling and waterfall structures.</li><li>
Desire to work across real estate disciplines and learn all asset classes.</li><li>
Experience working within financial services or investment management industry.</li><li>
Intellectual curiosity and demonstrated ability to stay current with technological developments.</li><li>
Strong analytical thinking and problem-solving skills.</li><li>
Ability to work independently and as part of a team.</li></ul>
Preferred Qualifications:<ul><li>
Prior experience working in the Financial Services Industry, specifically in Real Estate.</li><li>
Knowledge and understanding of SEC regulatory requirements and the technology required to meet those requirements.</li></ul>
Location &amp; Travel<ul><li>
San Francisco, CA</li><li>
Travel as required</li></ul>
Note: If you have been employed by Charles Schwab &amp; Co., Inc. (including any Schwab affiliates) in a client-facing position within the past 12 months, please provide your job title and last date of employment 
 
Bailard is an equal opportunity employer committed to diversity, equity, and inclusion. We value diverse backgrounds and perspectives and welcome candidates who bring their authentic selves to help foster a workplace where everyone feels valued and heard. All employment decisions are based on qualifications, merit, and business need. Following a conditional offer, this role is subject to a legally compliant background screening process. Pursuant to the San Francisco Fair Chance Ordinance, we will consider qualified applicants with arrest and conviction records. 

vTryOdGZOq</div>

Real Estate Analyst

Bailard, Inc.

<div>
 
 About Bailard
 
 
 
 
 Join a Legacy of Values-Driven Excellence!
 
 
 
 Founded in 1969, Bailard is an independent, values-based asset and wealth management firm distinguished by our entrepreneurial roots and majority employee ownership. Grounded in the principles of accountability, compassion, courage, excellence, fairness, and independence, we have cultivated a high-trust culture that prizes intellectual rigor and personal integrity. Bailard is purposefully different, and we view that distinction as a powerful strength. For several years, we&rsquo;ve been honored among the nation&rsquo;s best workplaces, a testament to our enduring commitment to our people. We are dedicated to creating an environment where individuals are empowered to grow, thrive, and feel genuinely supported by their team.
 
 
 
 The Opportunity:
 
 
 
 The Real Estate Analyst is a key member of the Bailard, Inc. Real Estate team and is an integral position for the organization, reporting to the Senior Vice President of Real Estate. The Real Estate Analyst will have a leading role in the property-level analytical activities for the Fund&rsquo;s investments. The position will provide support to both the acquisition and asset management disciplines, across all property types and geographies. The functions of the role include underwriting new investments, providing financial analysis for all investment- level decisions, assisting with quarterly valuations on existing investments, and working closely with the fund&rsquo;s portfolio managers. Additional responsibilities include support for Real Estate related projects and duties.
 
 
 The ideal candidate will be an energetic, hard-working, and enthusiastic individual seeking a growing team and craving the opportunity to work closely with experienced real estate professionals.
 
 
 
 Responsibilities:
 
 
 
 <ul>
 <li>
 Conducting financial analysis for potential acquisitions.
 </li>
 <li>
 Creating and modifying Argus models and Excel discounted cash flow and waterfall models.
 </li>
 <li>
 Performing financial analysis to support investment decisions including new leases, capital plans, financing, and exit strategies.
 </li>
 <li>
 Research necessary market data for prospective investments to determine underwriting assumptions.
 </li>
 <li>
 In partnership with the team, reviews and presents quarterly valuations of existing assets.
 </li>
 <li>
 Assists in the preparation of internal investment memos for acquisitions, dispositions, financing, and re-financings.
 </li>
 <li>
 Additional duties as required by the Real Estate team.
 
 
 </li>
 </ul>
 
 Qualifications:
 
 
 
 <ul>
 <li>
 Bachelor&rsquo;s degree required, preferably in Finance, Real Estate, or related field.
 </li>
 <li>
 2-3 years of work experience in commercial real estate.
 </li>
 <li>
 Ability to communicate effectively both orally and in writing with the ability to effectively adapt communication to multiple audiences.
 </li>
 <li>
 Strong proficiency in Argus and Excel with experience in discounted cash flow modeling and waterfall structures.
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 <li>
 Desire to work across real estate disciplines and learn all asset classes.
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 <li>
 Experience working within financial services or investment management industry.
 </li>
 <li>
 Intellectual curiosity and demonstrated ability to stay current with technological developments.
 </li>
 <li>
 Strong analytical thinking and problem-solving skills.
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 <li>
 Ability to work independently and as part of a team.
 
 
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 </ul>
 
 Preferred Qualifications:
 
 
 
 <ul>
 <li>
 Prior experience working in the Financial Services Industry, specifically in Real Estate.
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 Knowledge and understanding of SEC regulatory requirements and the technology required to meet those requirements.
 
 
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 </ul>
 
 Location &amp; Travel
 
 
 
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 <li>
 San Francisco, CA
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 Travel as required
 
 
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 </ul>
 Note: If you have been employed by Charles Schwab &amp; Co., Inc. (including any Schwab affiliates) in a client-facing position within the past 12 months, please provide your job title and last date of employment
 
 
 Bailard is an equal opportunity employer committed to diversity, equity, and inclusion. We value diverse backgrounds and perspectives and welcome candidates who bring their authentic selves to help foster a workplace where everyone feels valued and heard. All employment decisions are based on qualifications, merit, and business need. Following a conditional offer, this role is subject to a legally compliant background screening process. Pursuant to the San Francisco Fair Chance Ordinance, we will consider qualified applicants with arrest and conviction records.
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