Banking And Financial Services Jobs in Berkeley, CA
1,196 positions found
2-3 onsite days per week at 1855 Folsom St in San Francisco.
Responsibilities: Manage daily operation of the Payment Plus virtual pay program.
Conduct analysis and reporting to ensure the program is performing optimally and identify areas for improvement.
Assist with Payment Plus and Card Programs campaigns.
Maintain accurate financial records related to disbursements, including payment receipts, invoices, and other relevant documentation.
Research invoices/vouchers to resolve payment issues.
Support and collaborate with internal departments and external customers, communicate payment status, resolve issues, and provide guidance on disbursement-related inquiries.
Administer Corporate and Procurement Card programs, including processing new card applications, maintenance, and ghost card reconciliation.
Reconcile and audit all Corporate and Procurement Card transactions to ensure policy compliance and prevent misuse and abuse.
Work with end users to determine needed system changes and translate them into coherent timing solutions.
Provide continual training to end users on Corporate Card and Procurement Card programs and system features.
Troubleshoot and provide solutions for any system problems or bugs.
Provide excellent customer service to departmental users and vendors.
Ensure work queues are managed within Service Level Agreements (SLA).
Create and run departmental reports for operational monitoring and ad-hoc analysis.
Perform other AP and Card Programs related duties as assigned.
Requirements: At least 5-10 years of experience in the Accounting and Finance field.
Fluency in written and spoken English.
Strong Excel and data analysis skills.
Proficiency in online Accounts Payable systems (e.g., PeopleSoft or other large ERP systems).
Required Skills: Excellent written and verbal communication.
Strong attention to detail.
Strong analytical and reporting skills.
Good reading comprehension skills.
Ability to handle sensitive situations with tact.
Bright, quick learner.
Preferred Skills: College degree preferred.
A career in IBM Consulting is built on long‑term client relationships and close collaboration worldwide. You’ll work with leading companies across industries, helping them shape their hybrid cloud and AI journeys. With support from our strategic partners, robust IBM technology, and Red Hat, you’ll have the tools to drive meaningful change and accelerate client impact. At IBM Consulting, curiosity fuels success. You’ll be encouraged to challenge the norm, explore new ideas, and create innovative solutions that deliver real results. Our culture of growth and empathy focuses on your long‑term career development while valuing your unique skills and experiences.
Your role and responsibilities
Currently, we are looking for a Senior Oracle Cloud Financials Solution Architect to join our team. This is a key role playing an integral part in our growing Oracle ERP practice. This is a full‑time position that can sit anywhere in the United States. Must be willing to travel to support clients onsite as needed.
The ideal candidate will have operated in a senior Architect capacity previously, is someone who can anticipate needs and take action to drive deliverables for continued project success. This position needs a leader who will not only architect solutions on implementations but also be part of a senior task force to help the practice grow. This includes maximizing sales opportunities by architecting and acting as the lead in creating Proposals, presenting and implementing Oracle ERP Cloud solutions to potential customers. The individual should be able to play multiple roles, be able to work in a very fast‑paced, enriching environment and is looking for a career rather than just a job.
What You’ll Do:
The Solution Architect is responsible for the overall solution identification and architectural design for assigned projects and initiatives. Key responsibilities of the role are as follows:
- Support client engagements to provide subject matter expertise in Oracle Cloud Financials implementations.
- Assume accountability for the solution design and the successful implementation of the full solution for on Oracle Cloud ERP Projects. May include hands‑on development, design, prototyping and/or other efforts required to keep the project on a successful track.
- Ensure that the proposed solution meets the client’s requirements, is architecturally complete, and all architectural risks are quantified within their assigned area.
- Ensures that the solution aligns with and utilizes the portfolio offerings that result in profitable revenue growth.
- Work with client stakeholders to evaluate the solution requirements and supports the management and traceability of requirements during the engagement
- Review Customer’s current process and the requirement and design customer specific solutions based on industry specific best practices
- Act as a technical interface to the client and assumes a proactive role for developing business opportunities.
- Lead implementation team in the execution of testing cycles including ensuring the completeness in the development of testing scenarios, test cases and test scripts.
- Implements quality solutions that meet the requirements and advises clients on AST offerings, strategy, designs, implementation approaches and alternatives / tradeoffs.
- Work with Project Manager and provide input to the project plan and work breakdown structure and assist in managing timelines and milestones to ensure timely completion of all deliverables
- Identify opportunities for new or follow‑on business and assists in creating change orders.
- Provide thought leadership to the growth of the Practice
- Participate in strategic planning activities and business case development.
- Participate in strategy presentations to clients including features, implementation approach, technical requirements, impacts, and benefits.
- Perform responsibilities including solution proposal management, solution design, solution review, risk analysis, proposal preparation and client presentations.
- Provide technical oversight for technical estimates created with standards tools, portfolio Work Breakdown Structures, statements of work and industry standard estimating techniques.
- Assumes a proactive role for developing business opportunities. Assists in presales cycles by creating architectural demo’s, effort estimates and proposal development.
- Maintains knowledge of technologies, industry trends, standards and design techniques.
Required technical and professional expertise
- 10+ years ERP implementation experience
- Played a Senior Solution Architect role on a minimum of 2 full lifecycle Oracle Cloud implementation projects in the USA
- Public Sector domain (city/state/local/county government) experience considered an asset
- Knowledge and experience in GASB Accounting and Reporting, Encumbrance Accounting, Fund Accounting, Projects and Grants Accounting and Management
- Hands‑on technologist with strong background in designing and building modular, scalable, testable enterprise systems in in Oracle Cloud Financials
- Ideal to have project exposure to other Cloud module areas such as: Supply Chain and HCM Applications
- Ability to work in a fast‑paced environment with a diverse group of people
- Capability to work independently, take initiative with minimal supervision yet can participate as a team member with a willingness to help where needed
- Excellent verbal and written communication skills, including ability to communicate clearly and concisely to all audiences of all levels, spanning from technical peers to executive management
- Organized and detailed oriented
- Ability to fully utilize Microsoft Office (Word, Excel, PowerPoint)
- Ability to adapt to new projects quickly with a can‑do, jump‑right‑in attitude
- Ability to work on multiple projects concurrently
- 4‑year Bachelor degree (or equivalent experience)
IBM is committed to creating a diverse environment and is proud to be an equal‑opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, caste, genetics, pregnancy, disability, neurodivergence, age, veteran status, or other characteristics. IBM is also committed to compliance with all fair employment practices regarding citizenship and immigration status.
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In this pivotal role, you will lead client engagements, design and implement Oracle ERP solutions, and ensure successful adoption of technology.
The ideal candidate will have over 10 years of ERP experience, having successfully led full lifecycle Oracle projects.
A Bachelor’s degree is required, along with strong communication skills and the ability to work in a fast-paced environment.
This is a full-time position based in the United States.
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Check out our video on YouTube to learn more about who we are! Job Description Under the supervision of the Regional Manager and working in the general San Francisco area, the Field Services Technician (35 hours per week and benefit eligible!) is responsible for the on-going support of the Medline ReNewal Reprocessing Program to pack and ship designated medical devices as well as execute any other tasks as agreed to with the facility.
This individual will deliver prompt and excellent service to maintain and grow the program through job functions which include, but are not limited to, the following: Essential Functions: Establish and follow a regular schedule to visit the assigned facility in order to collect devices in the designated containers Coordinate the packing of devices in Medline ReNewal shipping containers (employing proper techniques to ensure safe shipment of product) Arrange for shipment of collection containers in a timely manner Update the Medline ReNewal Collection Container Locations sheet to provide an accurate record of where all containers have been placed throughout the facility Provide support to in-service sessions as directed by the assigned Account Manager Make regular rounds throughout the facility; initially to introduce self and Medline ReNewal, and eventually to help answer questions and share any staff concerns with the assigned Account Manager 100% local travel throughout San Francisco area Ensure program supplies remain stocked for use Distribute program collateral throughout the facility as directed by the assigned Account Manager Here’s some highlights of what we have to offer: Flexible Work Schedule Career Growth and Advancement Opportunities Per Diem for Daily Meals Mileage Reimbursement Cell Phone Reimbursement Company Paid Scrubs (uniforms) Qualifications: High School Diploma (GED) preferred Ability to travel locally 100% of the time around San Francisco Ability to regularly lift at least 30 pounds as a regular part of daily tasks A current valid driver’s license, vehicle insurance, clean driving record and ability to travel in own vehicle to designated facility Able to be credentialed at the highest level in order to gain admittance to all required rooms within each designated facility Good communication skills; especially on a verbal level Strong organizational skills and attention to detail to complete work tasks in a thorough manner Self-initiative and dependability to reliably perform the job in an independent setting Medline Industries, LP, and its subsidiaries, offer a competitive total rewards package, continuing education & training, and tremendous potential with a growing worldwide organization.
The anticipated salary range for this position: $21.75
- $31.50 Hourly The actual salary will vary based on applicant’s location, education, experience, skills, and abilities.
Medline will not pay less than the applicable minimum wage or salary threshold.
Our benefit package includes health insurance, life and disability, 401(k) contributions, paid time off, etc., for employees working 30 or more hours per week on average.
For a more comprehensive list of our benefits please click here .
For roles where employees work less than 30 hours per week, benefits include 401(k) contributions as well as access to the Employee Assistance Program, Employee Resource Groups and the Employee Service Corp.
We’re dedicated to creating a Medline where everyone feels they belong and can grow their career.
We strive to do this by seeking diversity in all forms, acting inclusively, and ensuring that people have tools and resources to perform at their best.
Explore our Belonging page here .
Medline Industries, LP is an equal opportunity employer.
Medline evaluates qualified individuals without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, age, disability, neurodivergence, protected veteran status, marital or family status, caregiver responsibilities, genetic information, or any other characteristic protected by applicable federal, state, or local laws.
Medline Industries, LP complies with the Los Angeles County Fair Chance Ordinance for Employees (FCO) and the State of California Fair Chance Act (FCA).
In accordance with the FCO and FCA, an applicant’s criminal history will not result in automatic disqualification from employment.
Qualified applicants with arrest or conviction records will be considered for employment
Camino Search is partnered with a rapidly scaling, technology-driven e-commerce company to appoint an FP&A Manager. The business has grown quickly and is building a high-performing finance function that can deliver strategic insight, strong operational partnership, and accurate forecasting in a fast-paced environment.
About the Role
Our client is seeking a highly strategic FP&A Manager to lead financial planning, partner cross-functionally, and strengthen the company’s financial discipline during a period of rapid expansion. Reporting directly to the Head of Corporate Finance, this leader will oversee core planning processes, manage complex forecasting models, and provide actionable insights into margin performance, cost drivers, and operational efficiency. The role is hybrid and based in the San Francisco and Palo Alto area.
Key Responsibilities
Lead the company’s budgeting, forecasting, and long-range planning processes, ensuring alignment with strategic goals
Manage, enhance, and oversee complex financial models across PCOGS, DDP, tariffs, supply chain cost structures, and unit economics
Own Monthly Business Review reporting, delivering executive-level insights and performance narratives
Partner strategically with merchandising, sourcing, production, planning, and procurement leaders to drive informed decision-making
Conduct deep-dive margin, variance, and sensitivity analyses, identifying opportunities to improve profitability and operational leverage
Improve financial systems, tools, and processes, strengthening visibility into cost drivers and operational KPIs
Guide junior analysts or cross-functional stakeholders, elevating analytical rigor across the finance organization
Translate complex financial data into clear, concise recommendations and influence decision-making at the senior leadership level
Ensure data integrity, validate assumptions, and maintain strong financial governance across planning deliverables
Ideal Candidate Profile
~8-10 years of experience in FP&A, strategic finance, or corporate finance within dynamic, high-growth environments
Strong modelling expertise with deep understanding of product cost economics, supply chain cost drivers, and unit economics
Advanced Excel or Google Sheets capability; familiarity with financial planning systems (Anaplan, Adaptive, NetSuite, or similar)
Background in e-commerce, retail, consumer goods, or other fast-moving, operationally complex industries
Strong grasp of GAAP, GL review, financial controls, and accounting fundamentals
Strong communication skills with the ability to influence executives and cross-functional leaders
Strategic thinker who is detail-oriented, highly analytical, adaptable, and comfortable with ambiguity
Proven track record of driving process improvement and elevating financial visibility in scaling organizations
Preferred
Master’s Degree (MBA) or relevant certifications
Finance experience in a retail, e-commerce, consumer goods, or supply chain–driven industry
IB/Banking Experience
Senior Financial Analyst of Financial Planning & Analysis
Sausalito, CA
Summary of Role:
Serena & Lily, a fast-growing home furnishings brand, is seeking a highly motivated Senior Financial Analyst of Financial Planning & Analysis to join our team. Reporting directly to the Senior Director of Financial Planning & Analysis, this fast-paced position provides an outstanding opportunity to understand and influence our retail and e-commerce business. The position will be responsible for providing support to enable business partners and executive leadership to make timely and informed decisions and achieve desired financial results.
Responsibilities:
- Budgeting & Forecasting: Lead analysis to support the development and maintenance of the company budget.
- Reporting: Create and maintain dashboards for monthly financial package to Board of Directors and weekly internal meetings.
- Cross-Functional Analysis: Prepare and present analysis highlighting key trends and insights across functional areas. Support business partners by developing reporting to help manage and track performance to goals.
- Key Performance Indicators: Monitor, analyze and report on financial KPIs.
- Efficiency: Identify and dig into opportunities to improve the team’s processes.
Qualifications:
- Bachelor's degree in Finance, Accounting, or a related field
- Minimum of 3 years of progressive experience in investment banking, financial analysis, or FP&A
- Experience in the consumer retail or e-commerce industry
- Proficiency in Microsoft Office with focus on Excel (advanced functions, pivot tables, etc.)
- Experience with NetSuite or other ERP solution (budgeting and planning modules preferred)
Skills and Competencies:
- Analytical Skills: Ability to analyze complex financial data and identify key trends and insights.
- Intellectual curiosity: A desire to learn and understand the business and its drivers.
- Communication Skills: Excellent written and verbal communication skills, with the ability to communicate complex information clearly and concisely to finance and non-finance stakeholders.
- Attention to Detail: Meticulous approach to work, with a focus on accuracy and data integrity.
- Ability to work independently and as part of a team: Collaborative and team-oriented mindset.
- Adaptability/Flexibility: Ability to work in a fast-paced environment and manage changing priorities.
- This is a hybrid role, working in-office 3days per week.
COMPENSATION:
- $105k per year is the anticipated target base pay for this role. The actual base pay is dependent upon many factors, such as: experience, education, and skills.
- Employees (and their families) are covered by medical, dental, vision, and basic life insurance should they choose to participate in Serena & Lily’s benefits. Employees can enroll in our company’s 401k plan. During the first year of employment, full-time employees accrue twenty-one days of PTO and seven paid holidays throughout the year.
Camino Search is partnered with a rapidly scaling, technology driven e-commerce company to appoint a Senior Financial Analyst. The business has grown quickly and is building a high performing finance function that can deliver strategic insight, strong operational partnership, and accurate forecasting in a fast paced environment.
About the Role
Our client is seeking a highly analytical Senior Financial Analyst to serve as a strategic partner across merchandising, sourcing, production, planning, and procurement. Reporting directly to the Head of Corporate Finance, this position will own complex financial models, strengthen forecasting capability, and provide insight into margin performance, cost drivers, and operational trends. The role is hybrid and based in the San Francisco and Palo Alto area.
Key Responsibilities
Partner with merchandising, sourcing, production, and procurement teams to support financial decision-making
Build and maintain detailed models across PCOGS, DDP, tariffs, and cost structures
Deliver weekly and monthly variance analyses with commentary on key business drivers
Support budgeting and forecasting cycles, including scenario modelling and performance reviews
Prepare Monthly Business Review reporting and maintain alignment across cross-functional teams
Validate assumptions, ensure data accuracy, and collaborate closely with operational leaders
Translate complex financial data into clear, actionable recommendations for senior leadership
Contribute to continuous improvement across financial processes and cost visibility
Ideal Candidate Profile
Four years of experience in FP&A, strategic finance, or corporate finance
Strong modelling expertise with a solid understanding of supply chain or product cost economics
Advanced Excel or Google Sheets capability and comfort with financial planning tools
Background in e-commerce, retail, consumer goods, or other high-growth, fast-moving environments
Strong grasp of GAAP, GL review, and accounting fundamentals
Communicative, detail-oriented, adaptable, and comfortable working through ambiguity
Proactive problem solver with the ability to influence stakeholders and support leadership decisions
Preferred:
Master’s Degree (MBA) or relevant certifications
Finance experience in a retail, e-commerce, consumer goods, or supply chain–driven industry
IB/Banking Experience
About the Company
ArtHaus Partners creates housing that is both inspiring and attainable. Founded in Oakland, we design, develop, and manage homes for the urban workforce—renters who have too often been priced out of the communities they support. With roots dating back to 1977, our team has grown into a fully integrated company committed to reimagining affordable housing.
Today we hold over $800 million in assets across 160 profitable residential and multifamily projects, with over 3700 units under management and development in over 60 buildings. By adhering to our five core investment principles – cycle resistance, resident experience, efficiency, cash flow and impact – we consistently create value.
Financial Analyst Overview
This is an exciting opportunity to work on the Acquisitions & Development team of a fast-growing real estate investment and development firm. The role will work directly with the Senior Acquisitions & Development Associate and will gain significant exposure to the full acquisition and investment process. To assist in the deployment and management of ArtHaus Partners’ investment vehicles, the role will analyze new prospective acquisitions and ensure financial control for active projects, including both value-add and development projects. This position requires a very high level of analytical abilities which will be critical to ensuring financial accuracy through the deal life cycle. The role will also have cross-functional exposure to other teams such as our Investment, Finance, Design/Construction, and Business Development teams.
Primary Responsibilities:
Underwriting and Pro Forma Management:
- Own financial models for value-add and development projects, including: initial underwriting, updates throughout the due diligence, and during project execution
- Validate all pro forma assumptions (revenue, expenses, financing, capex, etc.) using portfolio operating data, market research, disclosures and other sources.
- Perform sensitivity and scenario analysis to further define risks on specific transactions or prospective markets, as well as support on key decision-making throughout the project lifecycle.
- Collaborate on improvements to Riaz Capital model template(s) and underwriting tools as needed.
- Own and advocate for global assumption changes (financing, calculation updates, new functionality, etc.).
- Assist in ad-hoc and periodic preparation of reports and analysis pertaining to project returns, cash flows, schedule, or other strategic initiatives as needed.
Deal Sourcing and Pipeline Management:
- Support the acquisitions team on the sourcing of new deals through new and existing broker relationships, deal sourcing software, and direct to owner outreach.
- Sourcing needs will include both development projects as well as value-add and distressed Multifamily opportunities.
- Daily management and updates within deal pipeline software.
- Support on the creation of LOIs, PSAs, and deal structuring with AVP of Acquisitions and transaction attorneys.
Investment Memo and Deal Presentation:
- Create and assist in the ongoing management of investment memorandums and other deal related documents to be communicated both internally to the team, and externally to investors and lenders.
- Work with investor relations team to prepare materials for pitching deals to prospective investors, ensuring that the information and returns provided are accurate and complete.
- Assist in the updating of investor reports as well as monthly investment meeting materials.
Due Diligence:
- Support the acquisitions team on all aspects of the due diligence period to identify and validate risks.
- Work with external consultants to order necessary reports, and support on the navigation of risks as they arise during the transaction.
- Organization and review of disclosures, documents, reports and all other due diligence findings.
- Conduct in-depth market research including but not limited to rent studies, sales analysis, supply pipeline, etc.
- Advocate for the entrance to new markets based on research completed.
Development Management:
- Coordinate with the construction team throughout project life and assist with bid-leveling and construction scenario analysis.
- Support Senior VP of Development, which may include:
- Creating and analyzing project schedules and budgets.
- Assisting with regular model updates of existing projects
- Tracking progress against underwriting schedule.
- Filing and/or managing application process for government agencies, insurance, and other programs as applicable.
- Supporting on overall deal management and decision making.
Secondary Responsibilities:
- Other tasks as assigned on an as needed basis to help achieve goals of the Acquisitions & Development Team.
- Other tasks as assigned and in coordination with other departments to achieve greater company goals and objectives
Qualifications:
- Bachelor’s degree in Finance, Real Estate, Economics, or related field.
- 1 - 3 years of relevant experience in real estate private equity, investment banking, real estate lending, development, or a similar transactional or analytical role.
- Demonstrated experience building and maintaining detailed real estate financial models for value-add and/or development projects (including cash flow, sources & uses, returns, and sensitivities).
- Command of Microsoft Office suite, including Excel, Word, and PowerPoint.
- Strong written and verbal communication skills, with the ability to synthesize complex analyses into clear, decision-ready materials.
- Understanding real estate market dynamics, regulations, and investment principles.
- Ability to manage multiple workstreams simultaneously in a fast-paced, evolving environment.
- Strong attention to detail and desire to go above and beyond on a diverse range of projects.
- Previous experience with real estate software (CoStar, Origin, and Yardi) is a plus.
Oracle FDI Developer/Analyst
Contract
Palo Alto, CA (Remote or Hybrid if in SF Bay Area)
This position pays around $60 - $70/hr on W2
Responsibilities:
- Business Discovery & Analysis
-Lead requirements for workshops with FP&A, Accounting & Procurement.
-Translating needs into well-formed user stories, acceptance criteria, and success metrics. Map KPIs/metrics (e.g., revenue, COGS, Opex, cash flow, AP/AR aging, PO cycle times) to source systems and FDI subject areas.
- Data Modeling & Development & Go live (Oracle FDI)
-Design and implement data models, pipelines, and semantic layers within Oracle Finance Data Intelligence (leveraging Oracle subject areas, views, and data products).
-Build/Configure reports, dashboards, and self-service datasets.
-Implement drill paths, prompts/filters, row-level security, and data
entitlements.
-Establish data quality checks & build/maintain documentation
-Conduct UAT and migrate in production environment
- Demos, Enablement & Iteration
-Run demos and showcases with Finance leadership and business stakeholders; collect feedback and iterate fast.
-Create playbooks and training (how-to guides, release notes, KPI definitions) to drive adoption and self-service analytics.
Required Qualifications:
- Hands-on experience implementing and configuring Oracle Financial Data Intelligence (FDI)
- Experience leading requirements gathering sessions with finance stakeholders including FP&A, Accounting, and Procurement
- Strong understanding of financial metrics and KPIs such as revenue, COGS, operating expenses, cash flow, AP/AR aging, and procurement cycle times
- Proven ability to design and build data models, semantic layers, dashboards, and self-service datasets within Oracle FDI
- Experience configuring drill paths, prompts, filters, row-level security, and data entitlements
- Knowledge of Oracle subject areas, views, and data products
- Experience mapping business metrics to source systems and reporting structures
- Ability to establish data quality checks and validation processes
- Experience conducting user acceptance testing and managing production migrations
- Strong documentation skills covering data models, configurations, and processes
- Ability to create training materials, playbooks, and how-to guides for end users
- Excellent communication skills with the ability to present to finance leadership and business stakeholders
- Ability to work autonomously with minimal supervision
- Strong organizational and prioritization skills
Preferred Qualifications:
- Experience with Oracle Cloud Financials (General Ledger, Accounts Payable, Accounts Receivable, Procurement)
- Familiarity with Oracle Analytics Cloud, OTBI, or Oracle Business Intelligence
- Background working directly with FP&A teams on budgeting, forecasting, or financial planning processes
- Experience with data integration tools or Oracle Integration Cloud
- Prior experience in a consulting or systems integrator environment
- Background working in multinational organizations or with global finance teams
- Experience driving self-service analytics adoption across an organization
- Knowledge of Agile methodologies and iterative delivery practices CBAP , PMP , or Oracle certifications
Core Competencies:
- Analytical Thinking: Ability to break down complex business problems, identify root causes, and develop structured solutions
- Technical Aptitude: Comfort working hands-on with data models, configurations, and reporting tools while understanding underlying data structures
- Business Acumen: Strong understanding of finance and accounting processes, terminology, and how data supports decision-making
- Communication: Ability to convey technical concepts to non-technical audiences and translate business needs into technical requirements
- Stakeholder Management: Skill in building relationships, managing expectations, and engaging effectively with finance leadership and cross-functional teams
- Attention to Detail: Commitment to data accuracy, documentation quality, and thorough testing
- Adaptability: Ability to iterate quickly based on feedback and adjust to evolving priorities
- Ownership & Accountability: Self-directed approach with a strong sense of responsibility for outcomes and deliverables
- Enablement Mindset: Focus on empowering end users through training, documentation, and self-service capabilities
- Collaboration: Ability to work effectively with technical and business teams across functions and geographies
About Diversified:
Diversified is a global leader in audio visual and media innovation, recognized for designing and building the world's most experiential environments. Our award-winning team specializes in delivering solutions for the most complex, large-scale and immersive installations. Serving a global clientele that includes major media organizations and retailers, sports and live performance venues, corporate enterprises, and government agencies, Diversified partners with clients to create spaces that bring people together and keep them coming back.
What to Expect:
At Diversified, we're on a mission to create a world without boundaries, where technology enables all people to connect and experience the moments that matter, wherever they choose to be. With clients spanning the globe and an exciting pipeline of projects across industries, Diversified offers more than just a job. We offer a career path with the flexibility to grow personally and professionally, wherever your ambitions take you.
As a Diversified associate, you'll dive headfirst into big, complex, and rewarding projects that push the boundaries of what's possible. Plus, you'll enjoy a flexible work environment, competitive compensation and benefits, and a culture that celebrates diversity and inclusion.
IF YOU CAN DREAM IT, YOU CAN DO IT AT DIVERSIFIED.
How You'll Contribute:
This Service Delivery Manager (SDM) be responsible for successfully representing and leading highly talented On-Site Audio-Visual Support Teams.
The SDM will manage on-site team personnel and act as a liaison to Diversified to ensure the employee feels part of Diversified while working on site daily at client location.
What You'll Do:
- Manage U. S. On Site Audio Visual team personnel and act as liaison between the client and Diversified ensuring that employees feel they are part of Diversified while still working every day at client site.
- Responsible for the fulfillment of the client SOW requirements, as it relates to the talents and skills needed to deliver. Responsible for delivery of services with On Site personnel. Interview and place candidates for Service clients. Write and modify job descriptions, post, interview for skills and fit.
- Collaborate with internal stakeholders and customers to create standards for employee onboarding to deliver committed to On Site Services. Ensure employee logistics, set client expectations, hours of operations and manage overtime and billing. Oversee onboarding activities such as badging, security requirements, etc.
- Develop training plans to ensure team members are meeting their KPIs within client needs and committed SOW. Manage overall SLA compliance for service to monitor and track performance. Manage and Schedule operations to Ensure action items are being administered/performed timely and efficiently.
- Provide expertise in transforming client requirements into actionable operational trackable deliverables, be the Central point of reporting for service-related activity across the enterprise.
- SDM will provide insight/reporting of onsite activities. Host Bi-weekly, Monthly and Quarterly Business Reviews (QBRs) to present our SLAs, overall project(s) status, next quarter focus, areas that need attention.
- Develop ways for onsite team track metrics of the event production team in scheduling, forecasting, and reporting on capacity planning for both people and equipment requirements Identify needs and support creation of team structure as Services expands (supervisors, managers, team leads). Specific metrics such as number of meeting requests, break-fix cases and A/V room sweeps including client user survey comments are pulled from the client ticketing system and AV dashboards to show performance statistics for all Diversified AV technicians as well as all client sites with AV case requests globally.
- Ensure client satisfaction is maintained.
- Ensure proper accounting of resources, bill rates, utilization and tracking is in place.
- Provide insight, coaching and professional development to team to enhance knowledge and technical skills. Employee development and mentoring of professional goals for individual contributors.
- Contract Management for Internal Diversified Coordination & Deliverables.
- Risk Management and Issue tracking.
Physical Working Environment/Location:
- On Site, Office - San Fransico or NY
- Role requires the ability to move 50-75lbs of equipment as needed.
- Travel/Mobility necessary
What You'll Bring:
Education/ Certifications:
- Bachelor's Degree or equivalent
- Industry certifications such as ITIL, CTS, MS-Certs are an asset
Required Skills/Qualifications:
- 5+ years in an Audio Visual/Video operations, Account management, Productions, Studio Operations Management, technology managerial role or similar is required.
- 5+ years of experience in onsite service delivery
- 2+ years management, leadership of onsite service personnel + P&L responsibility
- Familiarity with AV Systems and Meeting Support
- Experience with recruitment, employee management, and general HR concepts preferred.
- People leadership skills, technical capability, professionalism, self-motivation, self-discipline,
- focus and attention to detail.
- Working knowledge of SOWs, Contracts, Managed Services and Deliverables is a major asset.
- Experience working within a ticketing system and managing service tickets/incidents.
- Ability to shift quickly between tasks in a fast-paced environment.
- Ability to organize and schedule work & personnel effectively.
- Experience working in a corporate environment is an asset.
- Strong Microsoft Office skills are required (PPT, Excel especially).
Preferred Skills/Qualifications:
Industry certifications such as ITIL, CTS, MS-Certs
What We Offer:
Along with competitive compensation, you will be eligible for the following benefits:
- Multiple medical plan options to suit your family's needs
- Dental (including orthodontic coverage) and vision plans
- Company paid Basic Life, AD&D, Short-Term and Long-Term Disability Insurance, and Employee Assistance Plan (EAP)
- Healthcare and Dependent Care Flexible Spending Accounts (FSA)
- 401k with Employer Match
- Paid Time Off and Paid Holidays
- Voluntary Benefits: Critical Illness, Hospital Indemnity, Accident Insurance, Pet Insurance, Homeowners and Auto Insurance, Supplemental Term and Dependent Life and AD&D, and Legal Services
- Commuter Benefits
- And much more
To learn more about becoming part of the Diversified team, visit us at our career siteor email us at .
Diversified is an equal opportunity employer committed to fostering an inclusive and diverse workplace. All aspects of employment will be based on job requirements, individual qualifications, merit, performance, and business need. We do not discriminate based on race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other protected characteristic under applicable law. We believe in fair and equitable hiring practices and strive to create an environment where all individuals feel valued and empowered.
If you require a reasonable accommodation to participate in the application or interview process due to a disability, please contact so we can assist you.
Our compensation ranges reflect the cost of labor across several US geographic markets. The pay details below range from our lowest geographic market up to our highest geographic market. Pay is based on several factors including market location and may vary depending on job-related knowledge, skills and experience depending on the position offered, and other forms of compensation may be provided as part of a total compensation package, in addition to a full range of medical, financial, and/or other benefits.
Sequoia Living – San Francisco High-Rise Community
Sequoia Living is seeking an experienced, mission-driven Director of Environmental Services to lead operations in our high-rise community. This is a highly visible leadership role responsible for creating a safe, clean, efficient, and beautifully maintained environment for the residents who call our community home.
If you are a hands-on, solutions oriented facilities professional who thrives in a dynamic environment and you are passionate about leading teams, elevating service standards, and improving the daily lived experience of residents this is a unique opportunity to make a meaningful impact.
Experience in a CCRC, senior living, healthcare, assisted living, or hospital setting is required.
Why This Role Matters
As the Director of Environmental Services, you are the operational backbone of the community. You ensure residents live in a well-maintained, safe, and welcoming environment while leading a diverse and dedicated team across plant operations, maintenance, housekeeping, laundry, landscaping, safety, and construction oversight. Your work directly impacts resident experience, staff satisfaction, regulatory compliance, and long-term asset preservation.
What You’ll Do (Key Responsibilities)
Leadership & Department Oversight
- Lead all Environmental Services functions, including plant operations, maintenance, housekeeping, laundry, landscaping, and safety programs.
- Recruit, hire, mentor, and develop supervisors and frontline staff; foster a culture aligned with Sequoia Living’s Mission, Vision, Values, and Commitment to Inclusion.
- Manage administrative operations, staff schedules, training, coaching, and performance review processes.
Facility Operations & Maintenance
- Oversee the community’s preventative and corrective maintenance programs, ensuring compliance with all Federal, State, and local regulations (EPA, ADA, OSHA/OSHPD, Titles 8, 19, 22 & 24).
- Review maintenance projects, repairs, and inventory needs; recommend improvement plans to community leadership and the Director of Design & Construction.
- Ensure the community’s safety programs (Fire, Disaster, Emergency Response, Hazardous Materials Plans) are up-to-date and fully implemented.
- Train staff in safe work practices, including asbestos and industrial chemical handling.
Construction, Capital Projects & Renovations
- Manage capital project planning and execution, including apartment renovations, building upgrades, and major infrastructure improvements.
- Maintain computerized capital budget tools, plan expenditures, and ensure timely project completion.
- Solicit and evaluate contractor bids; manage vendor relationships, permits, and certificates of insurance.
Budgeting & Resource Management
- Prepare and manage operating and capital budgets; track expenses and ensure cost control.
- Oversee energy conservation and utility monitoring to optimize efficiency.
Resident & Community Engagement
- Serve as a responsive partner to residents and committees on maintenance needs and special projects.
- Communicate professionally and collaboratively with department heads, staff, vendors, regulatory bodies, and Sequoia Living leadership.
Risk, Safety & Compliance
- Act as the community’s Safety Coordinator: oversee workplace safety programs, ensure incident reporting, support workers’ compensation processes, and lead safety initiatives.
- Identify and report resident concerns related to physical, mental, or emotional well-being.
- Participate in on-call rotation and support emergency response as needed.
What You Bring (Qualifications)
Experience
- 6+ years of hands-on experience in environmental services, facilities management, plant operations, or maintenance preferably in healthcare, senior living, or a residential community.
- 3+ years of supervisory or management experience leading diverse teams.
- Prior experience with building systems (HVAC, boilers, refrigeration, electrical/mechanical systems, automation, and life/safety equipment).
- CCRC or healthcare environment experience strongly preferred.
Education
- High school diploma required; 2+ years of college or trade school coursework in engineering, facilities management, or environmental services preferred.
- Bachelor’s degree in Engineering, Facilities Management, or related field strongly preferred.
Key Knowledge & Skills
- Regulatory & Compliance: Deep understanding of building codes, construction regulations, OSHA/OSHPD, Titles 8, 19, 22 & 24, ADA, and environmental compliance.
- Technical Proficiency: Ability to read blueprints, technical manuals, and schematics; strong understanding of HVAC, plumbing, electrical, carpentry, and mechanical systems.
- Safety & Risk Management: Expertise in workplace safety, hazardous materials handling, emergency response, and risk mitigation.
- Operational Excellence: Skilled in housekeeping, maintenance, landscaping, sanitation, and environmental cleaning standards.
- Project Management: Strong planning, scheduling, and vendor management experience.
- Technology Skills: Proficient with Microsoft Office and capable of learning maintenance, inventory, and HR systems.
- Communication & Leadership: Collaborative, calm under pressure, resident-centered, and able to lead with empathy and professionalism.
Why Work at Sequoia Living?
- A mission-driven organization devoted to enriching the lives of older adults.
- An opportunity to lead a critical operations team in an established and respected nonprofit community.
- A collaborative culture where your expertise directly shapes resident safety, comfort, and quality of life.
- A role with variety, challenge, and the ability to influence long-term building health and operational excellence.
Ready to Make an Impact?
If you are a proactive leader who finds purpose in maintaining exceptional environments, developing strong teams, and ensuring operational excellence we encourage you to apply. Join a community that values integrity, compassion, and innovation.
OVERVIEW: Our client, a US Fortune 1,000 company and a major process services provider to Government Health and Human services agencies in the US, seeks an accomplished “Bilingual Customer Service Rep (Local-REMOTE)”
Position: Bilingual Customer Service Rep (Local-REMOTE)
Location: Rancho Cordova, CA (Full address: 3130 Kilgore Road, Rancho Cordova, CA 95670)
Duration: 3-4 months+ Contract with high possibility of extension!!!
Pay rate: $20.25/hr on W2
Note:
- Initial Training will be ONSITE, after training, the candidate is allowed to work remotely.
- Work from home will be allowed.
- Work schedule is 9-6pm PST.
- Bilingual fluency in English and one of these commonly spoken languages: Korean, Mandarin, Cantonese, and Vietnamese
- Equipment will be provided by the client, however the candidate needs to have High speed wired internet connection to work REMOTELY.
JOB DESCRIPTION:
- One year of experience in the field or related area.
- High School diploma, GED, or equivalent certification.
- Computer literacy with the ability to quickly learn new software programs.
- Demonstrated ability to follow procedures and meet quality and production standards set for the position or equivalent.
- excellent organizational, interpersonal, written, and verbal communication skills; ability to perform comfortably in a fast-paced, deadline-oriented work environment.
- Ability to successfully execute many complex tasks simultaneously.
- Ability to work as a team member, as well as independently; and computer literacy with the ability to quickly learn new software programs.
- Preferred qualifications include experience in a health or human services field dealing with the public in a call center environment.
JOB RESPONSIBILITIES:
- Responds to inbound 800-line calls and completes outbound support calls, provides responses to questions, and in specific instances, refers callers to the appropriate supervisor, county or state agency representatives for service and/or when problems or concerns occur.
- Assists beneficiaries by completing enrollment transaction request transactions, as applicable.
- Maintains updated knowledge of the Client program, including its policies and procedures as referenced in the employee manual and other policies adopted by corporate, the project and/or client and as referenced in desk procedures for the position.
- Maintains knowledge of contract compliance provisions of the project and meets those provisions that are applicable to this job position.
- Follows policies and procedures applicable to the position.
Recruiter Contact Info
Gurjant Singh
Phone: 925-297-5994
Email:
'd love to talk to you if you think this position is right up your alley, and assure prompt communication, whichever direction. If you're looking for rewarding employment and a company that puts its employees first, we'd like to work with you.
Company Overview:
Amerit Consulting is an extremely fast-growing staffing and consulting firm. Amerit Consulting was founded in 2002 to provide consulting, temporary staffing, direct hire, and payrolling services to Fortune 500 companies nationally: as well as small to mid-sized organizations on a local & regional level. Currently, Amerit has over 2,000 employees in 47 states. We develop and implement solutions that help our clients operate more efficiently, deliver greater customer satisfaction, and see a positive impact on their bottom line. We create value by bringing together the right people to achieve results. Our clients and employees say they choose to work with Amerit because of how we work with them - with a service that exceeds their expectations and a personal commitment to their success. Our deep expertise in human capital management has fueled our expansion into direct hire placements, temporary staffing, contract placements, and additional staffing and consulting services that propel our clients’ businesses forward.
Amerit Consulting provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
Applicants with criminal histories are considered in a manner that is consistent with local, state and federal laws.
Remote working/work at home options are available for this role.
Our client, a Medical Center facility under the aegis of a California Public Ivy university and one of largest health delivery systems in California, seeks an accomplished Patient Services Coordinator
__________________________________________________
NOTE- THIS IS 100% ONSITE ROLE & ONLY W2 CANDIDATES/NO C2C/1099
*** Candidate must be authorized to work in USA without requiring sponsorship ***
Position: Patient Services Coordinator (Job Id - # 3219755)
Location: San Francisco CA 94158
Duration: 6 Months + Strong Possibility of Extension
______________________________________________________
- Job duties: Administrative Practice Coordinator- incoming phone call management and routing, Patient scheduling appointments, administrative tasks
- Managing front desk & back desk administrative office work, MS word, excel, outlook experience.
- Excellent customer service, excellent communication skills, patient phone call management, patient scheduling, front desk & back desk administrative office work, MS word, excel, outlook experience
- Soft skills/characteristics: strong customer service, communication, attention to detail skills
- Estimated number of patients in clinic per day or calls per day if call center: 300 patients in clinic per day
- Supports Office Coordinator with insurance authorization, authorization tracking, and communication with patients regarding insurance requirements and limitations.
- Specific number of year’s experience? Prefer at least 6 months experience in health care EPIC Apex training preferred) but depends on skill set
- Proven ability to deal with a wide variety of individuals
- Must have experience with EPIC APEX
________________________________________________
Bhupesh Khurana
Lead Technical Recruiter
Email –
Company Overview:
Amerit Consulting is an extremely fast-growing staffing and consulting firm. Amerit Consulting was founded in 2002 to provide consulting, temporary staffing, direct hire, and payrolling services to Fortune 500 companies nationally, as well as small to mid-sized organizations on a local & regional level. Currently, Amerit has over 2,000 employees in 47 states. We develop and implement solutions that help our clients operate more efficiently, deliver greater customer satisfaction, and see a positive impact on their bottom line. We create value by bringing together the right people to achieve results. Our clients and employees say they choose to work with Amerit because of how we work with them - with service that exceeds their expectations and a personal commitment to their success. Our deep expertise in human capital management has fueled our expansion into direct hire placements, temporary staffing, contract placements, and additional staffing and consulting services that propel our clients businesses forward.
Amerit Consulting provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Applicants, with criminal histories, are considered in a manner that is consistent with local, state and federal laws
Strong candidates will be proficient in animal handling - including fear free restraint, venipuncture, IVC placement, ultrasound-guided cystocentesis, taking radiographs, and obtaining lab samples. Candidates will assist in performing MRIs on our BRAND NEW Cannon Elan 1.5T magnet, CSF taps, and surgeries. We look for staff members to be enthusiastic team players, self-motivated, with attention to detail. Applicants need to be comfortable with medical calculations, including but not limited to drug calculations, constant rate infusions, and fluid additives. Candidate must also be able to stand for long periods, crouch, and lift up to 40 pounds.
About us:
San Francisco Animal Medical Center (SFAMC) is a fast-growing Primary, Emergency and Specialty practice in the heart of San Francisco. We are led and owned by a partnership of doctors, noted specialists, and technicians who call the Bay Area their home.
We provide a full range of veterinary care under one roof. Our skilled doctors work together as a team to provide the most comprehensive and highest quality care in veterinary medicine. From wellness and primary care to complex specialty cases, we are here for you and your pet.
SFAMC's partners and doctors are some of the country's most renowned and skilled board-certified veterinary specialists. We are looking for a team of technicians and assistants to embark with us in providing excellence in veterinary care.
At SF AMC we strive for a positive work environment with an emphasis on open communication, staff support, and opportunities to learn. Together we can build an inclusive environment that supports the needs of our working community and our growing, fast-paced hospital.
Job Type: Full-time
Schedule: 3/12 hour shifts Thurs-Sat
Salary: $35 - $42 per hour based on experience
Benefits:
We offer medical & dental benefits, 401(k), PTO, scrubs, pretax commuter benefits, parking reimbursement, CE's, RVT license reimbursement, VASCP reimbursement FSA,HSA, and more.
Job Type: Full-time
Pay: $35.00 - $42.00 per hour
Benefits:
* 401(k)
* 401(k) matching
* Continuing education credits
* Dental insurance
* Employee discount
* Flexible spending account
* Health insurance
* Health savings account
* License reimbursement
* Life insurance
* Paid time off
* Professional development assistance
* Tuition reimbursement
* Uniform allowance
* Vision insurance
Ability to Commute:
* San Francisco, CA 94115 (Required)
Ability to Relocate:
* San Francisco, CA 94115: Relocate before starting work (Required)
Work Location: In person
The role requires 5-8 years of financial advisory experience and strong communication skills.
The successful candidate will build relationships with new clients and deepen existing client relationships.
This position offers competitive compensation and comprehensive benefits, including medical, dental, and 401(k) plans.
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The role requires 6-10 years of experience and proficiency in financial analysis and communication.
You will be responsible for managing client accounts, conducting economic assessments, and developing strategies to enhance clients' portfolios.
Ideal candidates will hold pertinent licenses and possess strong financial backgrounds.
Competitive salary offered in the range of $70,000 to $200,000 annually.
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Your opportunity
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.
We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations.
As a Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab's approach to investing. You will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA's advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage complex portfolios and achieve their goals. You'll grow within an experienced, collaborative team, while deepening relationships with various partners, including industry leading advisors. If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the opportunity for you.
What you have
Required Qualifications:
- Bachelor's degree
- Active FINRA Series 7 license
- (May be obtained with a 120-day condition of employment for certified and current CFP designation or CFA designation holders, verified before hire)
- Active FINRA Series 66 license
- (May be obtained within the first 120 days)
- Three or more years advisory experience, including creating and customizing financial plans and portfolios for clients
- Five or more years in the financial services industry working directly with clients
Preferred Qualifications:
- CFP or CFA
- Superior relationship management and client retention experience
- Polished interpersonal, communication and presentation skills, attention to detail
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
What's in it for you
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
Scribe is at a pivotal point in its growth, and we’re hiring a Director of Finance to help define how the company scales from here. This role will own company-wide planning, forecasting, and play a central role in shaping how we invest, prioritize, and grow as the business doubles in size. You’ll partner closely with our GTM teams to translate growth ambitions into clear financial tradeoffs and outcomes. This role is designed for someone who wants real ownership, real judgment, and the opportunity to build the financial operating rhythm for the next phase of a high-growth B2B SaaS company.
About the Role
This role sits at the center of how Scribe plans, invests, and scales. As Director of Finance, you’ll own much of the company’s financial planning and analysis muscle, ensuring the business is making clear, disciplined decisions as we rapidly scale.
You’ll be responsible for the full lifecycle of planning — from building the annual operating plan and forecasts to ensuring they remain accurate over time. This means holding teams accountable to performance, driving re‑forecasting when reality diverges from plan, and helping leadership understand the tradeoffs behind their choices. Finance is expected to be the arbiter of truth, and this role plays a central part in making sure the organization is operating from a single, trusted financial view.
This is a hands‑on, high‑ownership role. You’ll work closely with leaders across GTM, Accounting, and Operations to translate strategy into execution, surface risks and opportunities, and force clarity when alignment stalls. While the role does not start with a large team, it carries broad influence, visibility, and responsibility — and offers the opportunity to shape how finance operates as the company scales.
In your first 3–12 months at Scribe, you will:
Drive the planning process, including the annual operating plan, rolling forecasts, budgets, and long‑range planning, and hold teams accountable when performance diverges from plan
Lead the development and maintenance of financial models to support strategic decision‑making, ensuring alignment with the company’s growth objectives
Identify and apply opportunities for AI and automation across finance to improve forecasting accuracy, decision speed, and how insights are delivered to the business
Collaborate with cross‑functional teams to translate financial insight into action by surfacing tradeoffs, recommending paths forward, and pushing decisions to be made when ambiguity or misalignment persists
Partner closely with Sales, Marketing, and RevOps on revenue forecasting, capacity planning, and unit economics to ensure GTM plans are grounded in financial reality
Enhance existing financial processes and systems to streamline operations and improve data accuracy, fostering a culture of accountability and performance; implementing planning tools, systems, and processes as scale demands
Success in this role looks like better decisions across the company: clearer plans, fewer surprises, stronger alignment, and leadership confident in where and how to invest.
Location
Hybrid (2-3 days a week) out of our San Francisco HQ.
What Makes You a Great Fit
This role is best suited for someone who thrives in ambiguity, takes ownership seriously, and uses financial insight to drive real business outcomes. You don’t just analyze what’s happening — you push the business toward what should happen next.
You’ll be a great fit if:
You have 10+ years of progressive finance experience with a background in FP&A, corporate finance, investment banking, consulting, and/or PE
You’ve owned financial planning at a high‑growth company and are comfortable being accountable for keeping plans accurate as the business evolves
You’re comfortable taking a point of view in ambiguity — synthesizing messy inputs, setting assumptions, and driving alignment
You consistently push beyond reporting to answer the “so what” and influence how the business prioritizes and invests
You’re deeply hands‑on and builder‑minded, comfortable building models, processes, and structure from scratch
You partner effectively with GTM leaders, understanding how sales, marketing, and revenue dynamics translate into financial outcomes
You operate with ownership and bias to action, leading cross‑functional initiatives and communicating complex ideas clearly
Experience building and leading teams in fast‑paced startup environments
If you’re reading this thinking, “that’s exactly how I operate,” we’d love to meet you.
This Role Is Not for You If
This role isn’t for everyone, and that’s intentional. It will be a great fit for the right person — and frustrating for the wrong one.
This role may not be for you if:
You prefer to focus on reporting and analysis rather than owning outcomes and driving decisions
You’re most comfortable staying within a clearly defined “lane” and don’t enjoy stepping across functional “lines”
You’re most comfortable operating with a clear playbook and well‑defined processes — much of this role involves building structure where it doesn’t yet exist
You like to provide input but are uncomfortable pushing for clarity or forcing decisions when alignment stalls
You’re looking for a role with a large team or formal people management from day one; this is a hands‑on, player‑coach role to start
You’re uncomfortable with priorities shifting as the business grows and new information emerges
About us
Scribe is where exceptional people come to do the best work of their careers. More than 94% of the Fortune 500 use Scribe to document and scale how work gets done. Our Workflow AI platform automatically captures and optimizes workflows so teams work smarter, faster, and more consistently.
We’re growing fast — since our founding in 2019, we’ve grown to over 5 million users across 600,000 businesses. Based in San Francisco, we've been named a LinkedIn Top Startup, are valued at over $1 billion, and are backed by leading investors. Join us in our mission to uplevel how people do work.
How we work
We are builders aspiring to master our crafts. We care deeply about our teammates and want to win, together. We fully embrace the following values:
Accelerate impact
Raise the bar
Make our users heroes
Clear is kind
Rapid learning machine
One team one dream
Compensation
We use trusted market data and a tiered location system to ensure competitive, equitable pay. The range below reflects this; your specific offer will depend on experience, pay parity, and location.
The starting salary range for this role is $220,000 - 260,000 base + equity.
Full‑Time US Employee Benefits Include
Incredible teammates: Work alongside some of the nicest and smartest people you’ll ever meet.
Ownership mindset: We’re all owners here, literally. Employees receive equity in Scribe, sharing in the company’s long‑term success.
Comprehensive coverage: We offer health, dental, and vision insurance for you and your dependents.
Time to recharge: Flexible paid time off, plus company holidays to rest and reset.
Retirement planning: Employees can contribute to a 401(k) plan to help plan for their future.
Support for growing families. Paid parental leave to help you care for and bond with your growing family.
Lunch, on us: SF‑based employees receive daily catered lunches at our office.
Easy commutes: Commuter benefits for our office‑based team, make getting to and from HQ simpler.
Level up your home office: Remote? Hybrid? Wherever you work, we’ll support your setup with a home office stipend.
At Scribe, we celebrate our differences and are committed to creating a workplace where all employees feel supported and empowered to do their best work. We believe this benefits not only our employees but our product, customers, and community as well. Scribe is proud to be an Equal Opportunity and Aff… Employer.
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Location: San Francisco, CA, US, 94111
Group: Investment Group
Duties
- Identify and assess investment opportunities in companies spanning across various sectors and across capital structures.
- Perform deal evaluation, due diligence, industry/company analysis and financial modeling, supporting the USA investment team.
- Monitor market trends and closely track existing portfolio assets to propose investment/divestment making decisions.
- Constantly develop and renew industry/sector knowledge as well as macro and regulatory changes.
- Establish and cultivate relationships with companies, corporate partners and other relevant institutions.
Requirements
- Bachelor's degree or equivalent in Business Administration, Finance, Accounting, Economics, Engineering (any field) or related field of study; and
- 5 years of progressively responsible experience in any job title/occupation/position involving in midsize or large investment banking or private equity companies with a global presence.
- Must include 5 years of experience in each of the following:
- Qualitative and quantitative analysis of companies to support investment decisions;
- Utilizing general accounting and financial principles, including financial modelling and valuation analysis;
- Market research and usage of third-party data sources, including S&P Capital IQ or FactSet; and
- MS Office suite, including Excel and PowerPoint.
- Telecommuting permitted up to 1 day per week.
- Requires up to 10% domestic & International travel.
Internal Referrals for this position are eligible for the Employee Referral Program.
Work Location: 101 California Street, Suite 3700, San Francisco, CA 94111
Hours: M-F, 40 hours/week
Salary: $221,400 to $273,000/year
To apply, please visit , Ref. 11790
Nearest Major Market: San Francisco
Nearest Secondary Market: Oakland
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The ideal candidate has at least 5 years of experience in investment banking or private equity, with a strong background in qualitative and quantitative analysis, financial modeling, and market research.
This role includes responsibilities such as performing due diligence and monitoring market trends, with the possibility of telecommuting one day a week.
Competitive salary offered.
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