Strategic Financial Advisor & Planning Specialist
Hispanic Alliance for Career Enhancement
The Hispanic Alliance for Career Enhancement is seeking a professional to provide financial and investment planning, collaborating with a team to deliver comprehensive banking solutions tailored to customer needs. Responsibilities include achieving sales targets and implementing business strategies, alongside identifying opportunities and managing relationships effectively. The ideal candidate will have relevant experience, financial licenses, and strong analytical skills. #J-18808-Ljbffr Hispanic Alliance for Career Enhancement
- Koitecc Solutions in Berkeley, CA, is looking for a professional to provide financial and investment planning in collaboration with team members. The role involves determining client needs and delivering banking solutions through sales of managed products. Responsibilities...Suggested
$81k - $135k
Rippling is seeking a Strategic Finance Associate to act as a business partner across G&A functions and support long-range planning initiatives. The ideal candidate will have a strong... ...strong analytical skills, proficiency in financial modeling, and the ability to work...SuggestedWork at office- Corient Services LLC is seeking a Wealth Advisor in San Francisco to drive client acquisition and deliver comprehensive wealth management solutions. The ideal candidate will have 8-10 years in financial services and a strong network for client development. Responsibilities...Suggested
$150k - $180k
...a rare opportunity to join a small but mighty team in a broad Strategic Finance role. Verse and our team is focused on making it easier... ...as an operational lead as well Support forecasting and planning in partnership with Analytics, Finance, and BizOps teams...SuggestedWork at office$10k
...place to do it. About the Role Ramp's Strategic Finance team sits at the center of how... ...— and looking for people with sharp financial instincts, a builder's mindset, and the... ...Product and GTM, lead cross-functional planning. FP&A — Drive consolidated forecasting...SuggestedFull timeWork at officeHome officeRelocation packageFlexible hours- ...Strategic Finance Associate Corgi is a full-stack insurance carrier building better, faster... ...You'll work directly with leadership on the financial and operational questions that matter most, from forecasting and company planning to underwriting performance, growth...
$106.1k - $166.1k
...Strategic Finance Associate Our healthcare system remains frustratingly analog. When you live in a world of one-tap car rides,... ...deployed where they create the most impact. Our work spans financial planning, performance reporting, and the strategic analysis that...Live inFlexible hours- Grocery Outlet Holding is looking for a Sr. Financial Analyst to join their Finance team in Emeryville, California. This role requires... ...strong analytical and financial skills to assist in financial planning, reporting, and forecasting while collaborating with senior leadership...
$140k - $160k
...range $140,000.00/yr - $160,000.00/yr Strategic Finance Associate – GTM We are a... ...strategy of our business, build and maintain financial models, develop KPI frameworks, and... ...financial models that support our annual plan, long‑range forecast, and GTM strategy...Full time$63.3k - $117.2k
...Wealth Sales & Service Provides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive... ...of solutions. Supports the execution of strategic initiatives in collaboration with internal and external...Contract workPart timeLocal area$145k - $155k
...Role: This role is deliberately broad. You'll own financial models across forecasting, go-to-market planning, cost and gross margin analysis, Board and investor... ...Support fundraising, investor relations, and strategic transactions, including M&A and partnerships, with...Contract workWork at officeFlexible hours- ...Inc in San Francisco is seeking a Corporate Finance professional to lead financial planning and reporting. You will support decision-making for senior leadership, with a focus on providing strategic insights aligned with business goals. The ideal candidate has over 5...
- Plaid is looking for a strategic leader in Corporate Finance to lead financial planning and reporting. The ideal candidate has over 5 years of FP&A experience and a strong understanding of financial modeling and analysis. This role is crucial for aligning financial goals...
$150k - $225k
...chance to work closely with senior professionals and deliver high-quality strategic advice to clients. The ideal candidate will have 3-5 years of experience in investment banking, strong financial analysis skills, and a Bachelor's degree, with an MBA as a plus. The...$130k - $155k
...leading investment platform for rental properties is seeking a Strategic Finance and Corporate Development Associate in San Francisco. This role involves supporting strategic planning, M&A, and financial analysis. Candidates should have a degree in Business or Finance...- A leading financial service company seeks a Senior Financial Analyst to serve as a strategic partner, translating data into actionable insights while managing budgets and financial planning. The ideal candidate will have over 5 years of experience in financial analysis,...Remote jobFlexible hours
- Watershed is seeking an FP&A analyst to manage our corporate financial model and act as a primary finance partner across various... ...Product and Business Foundations. The role involves strategic financial planning and tracking core metrics essential for growth. Qualified...Work at office
$102k - $161k
Strategic Finance Senior Associate, Strategic Planning About this position Rippling gives businesses one place to run HR, IT, and Finance. It brings together... ...Rippling Strategic finance at Rippling is responsible for financial planning, forecasting, headcount and budgeting,...Work at office3 days per week- RAMP in San Francisco is seeking a detail-oriented finance professional to build financial models and lead strategic analyses. The ideal candidate will have 1-4 years of experience in investment banking or corporate finance, with exceptional communication skills. You will...RelocationFlexible hours
- Cacheflow is on the lookout for a Strategic Finance Associate in San Francisco. This position involves partnering with senior leadership and driving financial reporting and forecasting initiatives. Ideal candidates will have over 4 years of experience in finance with a...
- ...seeking a Finance and Operations Specialist to join our team in San... ...responsible for building and managing financial models, budgeting, and... ...experience in investment banking or strategic finance. We value skills like... ..., flexible PTO, and a 401(k) plan. Join us in making a critical...Flexible hours
$106k
Associate, Strategic Finance - Corporate job at Uber San Francisco, CA. This is a hybrid role... ...of challenges and you've got the proven financial skills, experience, passion, and strong... ...across reporting, forecasting and planning processes Engage in the development of new...Work at officeRelocation- RAMP is seeking an experienced finance professional to own financial modeling and contribute to key strategic decisions. You will lead planning analyses for cross-functional teams while building and monitoring performance dashboards. You should have 4+ years in finance...Flexible hours
$106k - $130k
Employer Uber Technologies, Inc. Job Title Associate, Strategic Finance Job Location San Francisco, California Job Type Full Time... ...be found at the following link . Duties Drive and support financial planning, building dynamic, detailed, scalable financial models to...Full timeRemote work- Uber is looking for an Associate in Strategic Finance to join their Corporate Finance team in San Francisco. This hybrid role emphasizes... ...the global business and driving profitability through various financial initiatives. The ideal candidate will have a BS/BA in Finance...
$102k - $161k
Rippling is seeking a Senior Associate in Strategic Finance to be a business partner to G&A functions... ...You will work closely with leadership, create financial models to drive decision-making, and support long-range planning activities. The ideal candidate has 4+ years in...$150k - $180k
A healthcare technology firm in San Francisco is seeking a Strategic Finance professional to help improve home care for patients. You will be involved in building frameworks, generating insights for critical decisions, and influencing various departments. The role requires...Work at office- Baseten is seeking a strategic finance professional with 3-4 years of experience across investment banking, venture capital, or private... ...to join our Finance team. You’ll support company-wide financial planning and drive strategic projects. The role requires strong financial...Flexible hours
- Homebase is hiring a Strategic Finance Associate in San Francisco. This role requires 4+ years in finance and involves forecasting, performance... ...across teams. The successful candidate will enhance financial models while providing insights for key decision-making. Homebase...Work at officeFlexible hours
$131k
About The Role As part of the Strategic Finance team, you will help scale the financial reporting, analytics, and planning capabilities and empower decision makers across our different businesses and functions. You will play a key role in all aspects of financial reporting...Full time
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