✓ Banking and Financial Services ✕ Clear

Banking and Financial Services Jobs in Menlo Park, CA

18 positions found

Operations Leadership Accelerator (Manager in Training)
Salary not disclosed
San Mateo, CA 2 days ago


Company Description


Ignition Leadership is a selective leadership accelerator designed for ambitious early-career professionals who want to run real businesses, not just manage tasks.


Through structured development, operational immersion, and high-accountability coaching, Ignition prepares high-potential leaders to take ownership of performance, teams, and financial outcomes.


Graduates of the Ignition Manager in Training pathway are placed into leadership roles at Stress-Free Auto Care, a fast-growing, tech-forward automotive platform operating across multiple states.


Ignition turns potential into operational leadership.


Role Description


This is a full-time, on-site leadership development role based in Northern California, Southern California, or Texas.


As a Manager in Training (MIT), you will enter the Ignition Leadership pathway and be placed into operational leadership at Stress-Free Auto Care. From day one, you will learn how to run a modern, data-driven auto repair operation while developing the leadership skills required to manage teams and own financial performance.


This is not a classroom program. It is hands-on business leadership.


You will progress through a defined career path:


• Year 1: Manager in Training → Assistant General Manager

• Year 2: General Manager (full P&L ownership)

• Years 3–4: Senior General Manager (multi-location leadership)

• Year 5+: District Manager (regional oversight)


High performers advance quickly and take on significant operational responsibility.


Responsibilities


• Learn and execute all aspects of shop operations

• Lead technicians and service advisors

• Manage workflow, staffing, and daily performance

• Deliver exceptional customer experience

• Drive revenue and operational KPIs

• Use financial and operational data to improve performance

• Support hiring, coaching, and team development

• Transition into full P&L ownership as you advance


Qualifications


• Bachelor’s degree required

• 0–3 years of professional experience

• Strong leadership potential and ambition

• Excellent communication skills

• Analytical mindset with a bias toward action

• Comfortable in fast-paced, hands-on environments

• Willingness to relocate for advancement (preferred)

internship
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Investment Associate (PE/VC) - Single Family Office, SF
Salary not disclosed
San Mateo, CA 2 days ago

About the Company


Our client is a growing single-family office looking to add an investment associate to their private equity team in Palo Alto. This person will work closely with the managing director on buy-out, growth, and venture strategies.


About the Role

  • Source and evaluate venture capital, LBO, and other opportunistic private equity funds
  • Assist in review of all deal flow for co-investments/directs, maintenance of pipeline, and due diligence research
  • Research target areas, including middle market private equity in the US, Europe, and to a lesser extent, Asia, identify best-in-class managers, and gain access to these managers
  • Play a significant role in market mapping, creation, and management of manager target lists
  • Cultivate and maintain relationships with managers
  • Assist in performing due diligence on funds, creating investment memorandums, monitoring the existing fund portfolio, tracking the overall private equity industry, and developing investment strategies
  • Assist in private equity portfolio forecasting
  • Assist in ongoing manager monitoring and portfolio administration.
  • Read and report on manager correspondence
  • Support the review process for amendments
  • Attend annual meetings and serve as either a primary or secondary point-person at GP informational meetings

Qualifications

  • Minimum of 1-3 years of investment-related experience at any of the following organizations: buy-side experience strongly preferred: fund of funds, money management firm, foundation, endowment, pension fund, family office, consultant, investment bank, venture capital, or private equity fund.
  • Strong interpersonal skills, including the ability to integrate quickly into a small team of investment professionals and network within the private equity community. This role requires a high degree of interaction with senior investment and private equity professionals, both with team members and independently.
  • Robust quantitative skills, including proficiency with Excel and statistical techniques. Must be detail-oriented and have the ability to quickly learn/apply investment modeling concepts.
  • Bachelor’s degree required - finance educational background preferred. MBA, CFA, or CAIA helpful but not required.
  • Marked interest in private equity and investment management.
  • Superior written and oral communication skills.
  • Experience in project management and coordination.
Not Specified
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In house Private Finance Funds/Investment Management Attorney
Salary not disclosed
San Mateo, CA 2 days ago

About the Company

Leading asset manager is seeking a Private Funds/Investment Management Attorney to provide advice, support and research on a broad variety of legal, regulatory and general corporate matters for private fund fundraising efforts and ongoing operation of their Specialty Finance business, which focuses on short-duration, asset-based investments. Looking for a specialty finance funds background. Ideal candidate will have private credit/asset-backed experience.


About the Role

The position will support a registered investment adviser focused on private fund fundraising and investing, including for both closed-end funds and evergreen funds. The position will report to the General Counsel covering the business. Competitive salary and generous bonus.


Responsibilities

  • Provide advice, support and research on legal, regulatory and corporate matters.
  • Assist in fundraising efforts for private funds.
  • Support ongoing operations of the Specialty Finance business.


Qualifications

  • 6+ years of relevant experience in a large law firm. Working knowledge of Investment Advisers Act of 1940, Investment Company Act of 1940 and the 1933 and 1934 Acts and ERISA rules
  • Juris Doctor (JD) degree from an accredited law school.
  • Admission to the bar in the relevant jurisdiction.


Required Skills

  • Strong understanding of investment management and private funds.
  • Excellent research and analytical skills.
  • Ability to communicate complex legal concepts clearly.



Preferred Skills

  • Experience in asset-based investments.
  • Familiarity with regulatory compliance in the investment sector.
Not Specified
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Legal & Compliance Counsel
Salary not disclosed
San Mateo, CA 2 days ago

Top tier San Francisco based VC fund is looking to add to their growing team! The firm's GC/CCO is targeting a 3-5yr funds attorney who is able to dig in across legal and compliance. Given the lean structure, having the ability to role up your sleeves is very important.


  • 3-5yrs
  • Funds attorney by background with compliance experience
  • To sit in their downtown SF office 3-4x per week
Not Specified
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In house role - Legal Counsel
🏢 TBG | The Bachrach Group
Salary not disclosed
San Mateo, CA 2 days ago

About the Company

Global Investment firm is seeking an attorney to join their Legal and Compliance team.


About the Role

This role will advise investment and client service teams on various investment advisory matters, support legal and compliance functions, and assist covering a diverse array of regulatory, corporate, fund, contract and investment legal matters across various strategies and business lines. This role will also work on various compliance matters related to the Investment Advisers Act of 1940.


Responsibilities


  • The ideal candidate will have strong knowledge of the Investment Advisors Act and relevant securities laws.
  • Will provide counsel on compliance with U.S. securities and investment advisory laws, including matters arising under the Investment Advisers Act of 1940.
  • Support securities law matters in international jurisdictions (UK and Singapore) as needed.
  • Advise internal stakeholders on securities and investment advisory-related matters, including compliance with federal and state securities laws and policy implementation.

Qualifications

  • J.D. qualified to practice law.
  • 4+ years of relevant experience at a leading law firm and/or in-house legal department.


Required Skills

  • Expertise in the Securities Act of 1933, Securities Exchange Act of 1934 and/or the Investment Advisors Act of 1940.
Not Specified
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Loan Acquisition Specialist
Salary not disclosed
Belmont, CA 4 days ago

At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life’s expenses. In this role, our team members thrive in a competitive atmosphere where hard work and dedication directly influence success. This role provides rewarding professional development and advancement opportunities in a dynamic and supportive environment. Loan Sales Specialists enjoy competitive compensation that recognizes both individual achievements and team success, all while growing their career.

In the Role

  • Effectively multitask and adapt to the dynamic demands of the role, ensuring timely and efficient service
  • Exceed customer expectations through ease, empathy and encouragement, delivering results related to individual and branch goals
  • Develop new connections and maintain ones by engaging customers throughout the loan process and life cycle, presenting tailored solutions based on customer needs 
  • Manage the life cycle of loans, including collections activities while maintaining compliance with all relevant laws and regulations 
  • Engage with customers and other departments through multiple technological channels, including phone, email, chat and our in-house systems 
  • Exhibit passion for achievement, bringing an internal drive to succeed and goal oriented attitude 
  • Clearly educate and inform customers on optional insurance products, ensuring customers have a thorough understanding of the loans, terms and their options

Requirements:   

  • High School Diploma or GED      

Preferred:

  • Sales, Collections or Customer Service experience   

Location: On site    

The schedule for this position is Monday-Friday during standard business hours, with some extended hours during the week as needed which may include Saturday.     

Who we Are  

A career with OneMain offers you the potential to earn an annual salary plus incentives. You can steer your career toward leadership roles such as Branch Manager and District Manager by taking advantage of a variety of robust training programs and opportunities to advance. Other team member benefits include: 

  • Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, and life insurances

  • Up to 4% matching 401(k)

  • Employee Stock Purchase Plan (10% share discount)

  • Tuition reimbursement

  • Paid time off (15 days’ vacation per year, prorated based on start date)

  • Paid sick leave as determined by state or local ordinance (prorated based on start date)

  • 11 Paid holidays (4 floating holidays, prorated based on start date)

  • Paid volunteer time (3 days per year, prorated based on start date) 

OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworking Americans. Since 1912, we’ve looked beyond credit scores to help people get the money they need today and reach their goals for tomorrow. Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future.  

In our more than 1,300 community branches and across the U.S., team members help millions of customers solve critical financial needs, including debt consolidation, home and auto repairs, medical procedures and extending household budgets. We meet customers where they want to be -- in person, by phone and online.   

At every level, we’re committed to an inclusive culture, career development and impacting the communities where we live and work. Getting people to a better place has made us a better company for over a century. There’s never been a better time to shine with OneMain.  

Key Word Tags

Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee   

permanent
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AI Automation Analyst — Agentic AI & Workflow Innovator
$250 +
Foster City, CA 5 days ago
A leading global payments technology company is looking for an individual to join their AI Products & Analytics team in California.

This role involves designing AI workflows, integrating models into processes, and collaborating across functions to drive efficiency.

Candidates should have experience in machine learning, data engineering, and possess a relevant degree.

This hybrid position includes competitive salary and benefits.
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AI Automation Analyst
🏢 Visa Inc.
$250 +
Foster City, CA 5 days ago

With data being the fuel that drives our future - our strategies, policies, and business successes around data will define our future growth prospects. Unlocking the value available through the innovative use of data on behalf of consumers, businesses, and communities is key to our future. With our ongoing commitment to Visa’s Data Values and the responsible use of data, we at Visa have a bold vision to continue to grow and accelerate our data-


The AI Products & Analytics team under the Global Data Office is creating the next generation of scalable and responsible AI, ML and Data solutions and products to solve client and consumer problems. We are a cross‑functional team of data scientists, product/program managers, data engineers and ML Engineers focused on generating value for the payment ecosystem. We are dreaming of the next generation of AI features and products, Agentic AI solutions and high‑quality analytics and data science support for our internal partner teams.


This position is in the AI Practices & COE sub‑team under the AI Products & Analytics team, focused on AI Transformation of the Global Data Office. The AI Transformation program aims to accelerate operational efficiency and foster innovation through targeted automation. By deploying scalable AI solutions to existing time‑consuming workflows with high potential for AI disruption, this will ensure measurable, sustainable benefits across the Global Data Office.


Responsibilities

  • Design and implement agentic AI workflows to automate multi‑step tasks and drive business impact.
  • Integrate predictive, generative, and prescriptive AI models into enterprise processes for decision support and efficiency gains.
  • Apply ML, deep learning, and NLP techniques to diverse datasets, building scalable, secure data pipelines for AI training, inference, and monitoring.
  • Collaborate with product managers, engineers, and domain experts to embed AI solutions into operations.
  • Define, track, and report KPIs to measure productivity improvements, cost savings, and accuracy gains.
  • Validate AI impact through experimentation frameworks such as A/B testing and performance benchmarking.
  • Document workflows, models, and processes to ensure knowledge sharing and adherence to best practices.
  • Stay current on emerging AI frameworks and LLM‑based automation, prototyping innovative solutions for rapid adoption.
  • Communicate complex technical concepts clearly to technical and non‑technical stakeholders, fostering cross‑functional collaboration.

This is a hybrid position. Expectation of days in the office will be confirmed by your Hiring Manager.


Relocation assistance is not provided for this role.


Basic Qualifications

  • 2 or more years of work experience with a Bachelor’s Degree or an Advanced Degree (e.g. Masters, MBA, JD, MD, or PhD).

Preferred Qualifications

  • 3 or more years of work experience with a Bachelor’s Degree or more than 2 years of work experience with an Advanced Degree (e.g. Masters, MBA, JD, MD).
  • 2+ years of hands‑on work experience with process/workflow automation and experience deploying Agentic AI solutions.
  • Advanced Degree with specialization in AI, Computer Science, Data Science, Engineering, Statistics or a highly quantitative field.
  • Strong technical proficiency in machine learning and AI frameworks, including TensorFlow, PyTorch, scikit‑learn, and Hugging Face Transformers.
  • Experience with agentic AI and orchestration tools such as LangChain, LlamaIndex, or similar frameworks for multi‑step task automation.
  • Solid data engineering skills, including SQL, Spark, Databricks, Airflow, Kafka, and ETL/ELT pipeline development.
  • Proficiency in Python (primary) and familiarity with Java, Scala, or R.
  • Experience with cloud and MLOps practices, including CI/CD, model monitoring, retraining pipelines, and containerization (Docker, Kubernetes).

Work Authorization: Permanent Authorization to work in the U.S. is a precondition of employment for this position. Visa will not sponsor applicants for work visas in connection with this position.


Work Hours: Varies upon the needs of the department.


Travel Requirements: This position requires travel 5‑10% of the time.


Mental/Physical Requirements: This position will be performed in an office setting. The position will require the incumbent to sit and stand at a desk, communicate in person and by telephone, frequently operate standard office equipment, such as telephones and computers.


Visa is an EEO Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Visa will also consider for employment qualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law.


Visa will consider for employment qualified applicants with criminal histories in a manner consistent with applicable local law, including the requirements of Article 49 of the San Francisco Police Code.


U.S. APPLICANTS ONLY: The estimated salary range for a new hire into this position is 137,400.00 to 193,750.00 USD per year, which may include potential sales incentive payments (if applicable). Salary may vary depending on job‑related factors which may include knowledge, skills, experience, and location. In addition, this position may be eligible for bonus and equity. Visa has a comprehensive benefits package for which this position may be eligible that includes Medical, Dental, Vision, 401(k), FSA/HSA, Life Insurance, Paid Time Off, and Wellness Program.


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Private Equity Associate/ Senior Associate - TMT
Salary not disclosed
San Mateo, CA 1 week ago

A highly regarded lower middle market private equity platform is looking to add an Associate or Senior Associate to its TMT team in San Francisco. The firm specializes in partnering with founder-led software and tech-enabled services businesses that have grown profitably and are now seeking their first institutional capital to scale. Their approach blends growth equity and buyouts, supporting companies through organic growth initiatives, strategic acquisitions, and operational improvements.


The role offers exposure across the full investment lifecycle, including sourcing and evaluating new opportunities, building investment theses, financial modeling, diligence coordination, and working closely with portfolio companies post-investment. The team is lean and collaborative, providing significant interaction with senior investors as well as founders and management teams.


This is an excellent opportunity for someone with a background in investment banking or private equity focused on technology or tech-enabled sectors who is looking to join a hands-on platform that partners closely with founders to drive growth.

Not Specified
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Financial Tips Evaluator (Remote)
$29 per hour - monthly

We are looking for remote participants to review financial advice related to budgeting, saving money, and improving spending habits.

In this role you will explore different strategies people use to manage their finances and identify which ideas are the most helpful in real life.

Tasks include reviewing simple financial tips, evaluating money-saving strategies, and providing feedback on budgeting approaches.

The role is remote and open to anyone with an interest in personal finance or household budgeting.


Remote working/work at home options are available for this role.
temporary
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Senior Associate - Family Office
Salary not disclosed
San Mateo, CA 1 week ago

Senior Analyst or Associate, Financial Advisory (Talent Pipeline)

Confidential Multi-Family Office & Investment Advisory Firm

Overview

As a Senior Analyst or Associate within our Financial Advisory team, you will operate at the intersection of legacy and innovation, serving as a trusted partner to some of the world’s most influential individuals and families. You will help clients navigate the complexities of their financial lives with precision, empathy, and exceptional care — ensuring that every element of their balance sheet, investment strategy, and long-term plan is managed with clarity and foresight.

You will join a collaborative advisory team that values learning, partnership, and shared ownership. We work closely across levels and alongside internal specialists so that every client benefits from the full strength of our integrated platform.

This role is designed for professionals energized by complexity, motivated by service, and driven to make a lasting impact. If you take pride in anticipating needs, delivering exceptional outcomes, and making complexity feel seamless, this is an opportunity to join a team built on trust, care, and excellence.

Please note: This posting is intended to build a pipeline of high-quality candidates for future openings. We will reach out as opportunities align with business needs.

Core Responsibilities (All Candidates)

You will support clients across a broad range of investment, planning, and relationship management activities, including:

  • Preparing and analyzing balance sheets, asset allocations, investment performance reports, and other financial materials.
  • Assisting with investment operations, including trade coordination, cash flow monitoring, and private investment updates.
  • Conducting financial and estate planning analyses such as liquidity modeling, lending evaluations, and gifting illustrations.
  • Partnering with accountants, attorneys, and external advisors to gather information and support planning discussions.
  • Preparing client meeting materials, managing follow-ups, and maintaining accurate data in CRM and portfolio reporting systems.
  • Collaborating closely with Investment Strategy, Legal, Compliance, and Operations teams to ensure seamless client service.

Senior Analyst

Senior Analysts take on increasing ownership, judgment, and communication responsibility.

Additional Responsibilities

  • Own key deliverables such as asset allocation reviews, rebalancing recommendations, and planning analyses.
  • Support advanced planning work, including Monte Carlo simulations, executive compensation summaries, and scenario-based modeling.
  • Develop working knowledge of trusts, estate strategies, and gifting structures.
  • Participate in client meetings and proactively identify opportunities such as refinancing, liquidity needs, and strategic planning considerations.
  • Mentor Analysts on processes, systems, and best practices as you grow into a leadership mindset.

Qualifications

  • Bachelor’s degree required.
  • 3+ years of relevant experience in financial services, wealth management, or multi-family office environments.

Associate

Associates deepen their role as strategic advisors and trusted client partners.

Additional Responsibilities

  • Lead client relationships in partnership with senior team members, helping clients interpret investment results, plan across generations, and make informed decisions.
  • Drive portfolio discussions, rebalancing recommendations, and investment rationale with a strong understanding of asset classes and the firm’s investment philosophy.
  • Guide trust and estate planning conversations and coordinate with attorneys on structures, gifting strategies, and long-term planning.
  • Manage complex client processes such as 10b5-1 plans, lending evaluations, private investment coordination, and other high-impact deliverables.
  • Coach junior teammates, strengthen team workflows, and elevate the quality and clarity of client deliverables.

Qualifications

  • Bachelor’s degree required.
  • 5+ years of experience working with high-net-worth or ultra-high-net-worth clients.

Who You Are

Across both levels, successful candidates demonstrate:

  • Strong analytical and communication skills, with the ability to explain complex topics clearly and simply.
  • Exceptional attention to detail and commitment to accuracy.
  • Intellectual curiosity, proactive thinking, and a passion for client service.
  • High integrity in handling confidential and sensitive information.
  • A collaborative mindset and enthusiasm for teamwork.

Location

Applicants are expected to work onsite in our New York or San Francisco offices in accordance with our hybrid working policy.

Compensation

In accordance with applicable law, we provide a reasonable estimate of the salary range for this role. Compensation decisions consider factors such as skill set, experience, training, certifications, and business needs. We apply a total rewards philosophy in determining overall compensation.

  • Senior Analyst: $110,000 – $120,000 base salary
  • Associate: $130,000 – $150,000 base salary

Both levels are eligible for a discretionary bonus and comprehensive benefits.

Not Specified
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Head of Fraud & Risk
$250 +
Redwood City, CA 2 weeks ago
Head of Fraud & Risk page is loaded## Head of Fraud & Risklocations: Redwood City, California, USAposted on: Posted 2 Days Agojob requisition id: R-200507
*Confidence can sometimes hold us back from applying for a job.

Here’s a secret: there's no such thing as a "perfect" candidate.

Poshmark is looking for exceptional people who want to make a positive impact through their work and help create an organization where everyone can thrive.

So whatever background you bring with you, please apply if this role would make you excited to come to work every day.
***Job Description:
**Poshmark is seeking an experienced and strategic
**Head of Fraud & Risk
** to lead our efforts in protecting the integrity of our marketplace and community.

You’ll own the end-to-end fraud and risk strategy, spanning prevention, detection, and mitigation across payment/transactional fraud, account security, and content integrity.In this high-impact leadership role, you will shape the long-term vision and guide cross-functional teams that safeguard millions of users while maintaining a seamless, trusted experience across the platform.
**Responsibilities:
*** Define and execute the company’s overarching fraud and risk strategy to prevent and mitigate threats across all stages of the user journey.

Risk types include credit card fraud, account takeovers, phishing, user generated listing and comment spam, transaction abuse, referral gaming, and chargeback prevention.
* Partner with Product, Engineering, and Data to define and deliver the fraud and risk product roadmap.

Measure and iterate on new features that enhance detection, automation, and user experience.
* Identify, evaluate, and manage relationships with third-party risk and fraud service providers.

Lead contract negotiations to ensure optimal performance, value, and alignment with business goals.
* Develop and optimize processes and rules that minimize financial losses, improve automation, strengthen detection accuracy and drive greater review efficiency across fraud operations.
* Work across Payments, Compliance, Product, and Security teams to proactively identify and mitigate risk in upcoming features or platform changes.
* Build, mentor, and scale a high-performing fraud & risk team of 17+.

Provide clear direction, development, and career growth opportunities.

Oversee team of 60+ contractors who review flagged/risky user generated content.
* Champion a culture of trust and integrity across the organization and drive initiatives that enhance marketplace safety and user confidence.
**Qualifications:
*** Bachelor’s degree required; advanced degree (MS, MBA) a plus.
* 12+ years of experience in fraud, trust & safety, risk management, or related functions within e-commerce, fintech, or marketplace environments.
* Deep understanding of fraud detection systems, risk analytics, and third-party tools.
* Exceptional leadership, communication, and problem-solving skills with a data-driven approach.
* Demonstrated ability to influence product and engineering teams to design scalable, risk-mitigated systems.
* Passion for user safety, platform integrity, and building community trust.
* Collaborative, low-ego leader with a growth mindset.
* Experienced in managing and developing large teams.
**Salary Range:
**$186,100.00
- $311,750.00 AnnualPoshmark is an Equal Opportunity Employer.

We celebrate diversity and are committed to creating an inclusive environment for all employees.View Poshmark's Job Applicant Privacy Policy .Poshmark is a leading fashion resale marketplace powered by a vibrant, highly engaged community of buyers and sellers and real-time social experiences.

Designed to make online selling fun, more social and easier than ever, Poshmark empowers its sellers to turn their closet into a thriving business and share their style with the world.

Since its founding in 2011, Poshmark has grown its community to over 130 million users and generated over $10 billion in GMV, helping sellers realize billions in earnings, delighting buyers with deals and one-of-a-kind items, and building a more sustainable future for fashion.

For more information, please visit , and for company news, visit .At Poshmark, we’re constantly challenging the status quo and are looking for innovative and passionate people to help shape the future of Poshmark.

We’re disrupting the industry by combining social connections with e-commerce through data-driven solutions and the latest technology to optimize our platform.

We’re nothing without our amazing team who deliver an unparalleled social shopping experience to the millions of people we connect each day.We built Poshmark around four core values: 1) focus on people to create empowered communities that drive success; 2) together we grow to support each other to strive for our dreams; 3) lead with love to foster genuine connections built upon a foundation of respect; and 4) embrace your weirdness to accept and empower one another on their own unique journey.

We’re invested in our team and community, working together to build an entirely new way to shop.

That way, when we win, we all win together.

Come help us build the most connected shopping experience ever.

We will set you up with comprehensive global and in-country benefits to support you and your family needs.
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Chief of Fraud & Risk — Marketplace Trust & Security
🏢 Poshmark, Inc.
$250 +
Redwood City, CA 2 weeks ago
A leading fashion resale marketplace is seeking an experienced Head of Fraud & Risk to safeguard the integrity of its community.

This role involves defining strategies for fraud prevention, managing significant teams, and collaborating with cross-functional partners to enhance security measures.

Ideal candidates will have over 12 years of relevant experience and a strong passion for community trust.

Competitive salary offered in a dynamic work environment.
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Market Chief Financial Officer Silicon Valley
$250 +
Palo Alto, CA 3 weeks ago
Market Chief Financial Officer – Silicon Valley

CONFIDENTIAL OPPORTUNITY


Our client is one of the most successful and decorated health systems in the United States. They have an immediate opening for a Market CFO which will include 3.5+B in revenue and multiple hospitals and organizations.


Education / Certification / Licensure

  • Bachelor's in Business, Finance or Accounting


  • MBA or Hospital/Health Care Administration
  • CPA

Experience

  • Expertise in healthcare administration with progressively responsible management experience (typically acquired during 5‑7 years), including senior roles in complex multi‑facility environments.
  • Strong finance experience in large, complex healthcare organizations.
  • Executive level experience in a multi‑facility/matrix management healthcare system (helpful).
  • Proven competence and success in financial operations, new business planning, development, implementation and management; board and physician relations and management development.
  • Demonstrated experience (generally 4‑6 years) leading staff represented by organized labor unions.

For prompt and confidential consideration, please apply to the link below:


Click here to apply online


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Vice President of Finance
$250 +
Palo Alto, CA 3 weeks ago

The Lucile Packard Foundation for Children's Health, in partnership with Stanford Medicine and Lucile Packard Children's Hospital, unlocks philanthropy to transform health for children and families in Northern California - and around the world. Through fundraising and grantmaking, the Foundation drives scientific research, innovation, and policy change that will improve care, advance cures, and reform healthcare systems for this and future generations.


MAIN FOCUS:

The Vice President of Finance provides strategic financial leadership to drive organizational performance and long-term growth. As a trusted advisor and thought partner to senior leadership, this role ensures disciplined financial oversight, aligns resources with the Foundation’s goals, and strengthens the organization’s capacity to advance its mission.


LOCATION:

Hybrid Position – the candidate will work at least eight (8) days per month in our Palo Alto, CA office; the successful candidate will be based in the Bay Area.


WHAT YOU'LL DO...

The Vice President of Finance (VP Finance) plays a central leadership role in overseeing the Foundation’s accounting, finance, investment, tax, treasury, and regulatory compliance functions. The VP Finance leads the Finance team and ensures strong financial stewardship, effective risk management, and disciplined investment oversight. This leader provides forward-looking analysis, modeling, and forecasting to support informed decision-making across the organization and to ensure financial management aligns with the Foundation’s goals and long-term growth.


The VP Finance also manages the Foundation’s $170 million investment portfolio in partnership with an external investment advisor, ensuring disciplined execution of investment policies, compliance with governance standards, and clear and timely reporting to Board committees. In addition, the VP Finance partners in staffing the Audit and Investment & Finance Committees, offering thoughtful guidance and insight to senior leadership to support strong financial governance.


The compensation range for this role is $ 265,000-$280,000 annually.


YOU'LL BE RESPONSIBLE FOR...
Leadership & Oversight

  • Lead, mentor, and develop a high-performing finance team (currently four staff), ensuring excellence in accounting operations, reporting, and compliance.
  • Collaborate with senior leaders across the organization to align financial resources with fundraising strategies and Foundation priorities.
  • Evaluate and improve financial processes to enhance efficiency, accuracy, and scalability, leveraging technology and AI tools where appropriate.
  • Uphold the highest standards of internal controls, financial rigor, and stewardship to safeguard the Foundation’s resources.
  • Oversee internal and external audits and ensure timely and accurate tax preparation and filings.
  • Build strong, trusted partnerships with colleagues at Stanford University, the Stanford School of Medicine, and Lucile Packard Children’s Hospital.
  • Lead financial modeling and long‑range planning to analyze resource needs in support of long‑term revenue growth goals.
  • Oversee the annual operating budget and deliver monthly financial reporting and analysis to the Executive Leadership Team.
  • Direct the monthly financial close, including review and approval of investment valuations, financial statements, and budget analyses.
  • Serve as the Foundation’s lead resource for evaluating accounting treatment of significant or unusual transactions, ensuring GAAP compliance and appropriate disclosure.
  • Manage all investment, bank, brokerage, and trust accounts.

Governance & Board Support

  • Partner in staffing and supporting the Audit and Investment & Finance Committees.
  • Prepare and present financial and investment materials for Board committees.
  • Provide clear, consistent reporting on financial performance, investment results, and emerging risks to support sound financial governance.

Investments & Cash Management

  • Manage the relationship with the Foundation’s external investment advisor to ensure effective implementation of investment strategies and directives.
  • Monitor portfolio performance and asset allocation, ensuring adherence to investment policies.
  • Develop and implement cash management strategies to maintain liquidity and optimize deployment of idle cash.
  • Participate in annual trust and 401(k) investment reviews.
  • Oversee maintenance of investment cost basis and calculations related to net investment income and deferred tax liabilities.
  • Execute investment manager agreements, trust and estate documents and related regulatory filings, and tax forms.
  • Actively engage in the enterprise risk management (ERM) program, ensuring proactive identification, assessment, and mitigation of financial and operational risks.
  • Review and approve annual insurance applications and policy renewals.
  • Serve as the finance representative on the Gift Acceptance Committee.
  • Partner with Gift Planning to evaluate accounting, tax, regulatory, and investment implications of charitable trusts, gift annuities, and complex gifts.
  • Oversee financial and compliance review of contracts and coordinate legal review when appropriate.

YOU MUST HAVE...

  • CPA required; Bachelor’s degree in Accounting, Finance, or related field required. MBA or CFA a plus.
  • Minimum 10 years of progressively responsible financial leadership experience, preferably in the nonprofit, higher education, or philanthropic sector.
  • Strong knowledge of GAAP, nonprofit accounting, financial budgeting and reporting, nonprofit and investment tax, and cash management.
  • Demonstrated experience with audits, board committee support, and financial governance.
  • Experience managing external investment advisors and oversight of institutional investment portfolios.
  • Experience with fund accounting and management of restricted and unrestricted funds.
  • Excellent communication skills, with the ability to present complex financial matters to a variety of audiences.
  • High integrity, sound judgment, and commitment to the mission of philanthropy and donor stewardship.

YOU'LL BE SUCCESSFUL IF YOU POSSESS THE FOLLOWING...
Strategic Financial Leadership

  • Ability to set long-term strategy, align resources with organizational goals, and guide senior leadership on financial and investment decisions.
  • Deep knowledge of GAAP and nonprofit fund accounting; experience leading internal and external audits with a record of achieving unqualified opinions.

Investment & Cash Management Oversight

  • Experience managing institutional investment portfolios, partnering with external advisors, overseeing valuations, and ensuring disciplined cash management.

Risk Management & Regulatory Compliance

  • Demonstrated ability to build strong internal controls and manage insurance, gift acceptance compliance, and regulatory requirements.

Leadership & Team Management

  • Skilled at developing and motivating high-performing teams, building cross‑functional relationships, and balancing detail‑oriented rigor with strategic thinking.

Executive Communication & Governance Support

  • Strong ability to prepare and present financial analyses for Board committees and serve as a trusted advisor to organizational leadership.

Working at the Foundation

  • Generous leave, including PTO, holidays, Summer Fridays, and a sabbatical (after 7 years of employment)
  • Annual bonus opportunity
  • Retirement plan + employer match
  • Premium Medical and Dental coverage
  • Employer‑paid life insurance
  • Legal services plan
  • 4‑week paid maternity and paternity leave for new parents
  • Stipend for home office and mobile phone

The Foundation is a dynamic organization in a rapidly changing industry. Therefore, the responsibilities associated with this position will evolve and grow in accordance with LPFCH's business needs and growth plans. More specifically, the incumbent may be required to perform additional and/or different responsibilities based on the future growth plans for the Foundation.


WE STRIVE TO EMBODY OUR CULTURAL TOUCHSTONES

  • Mission‑first – We can never lose sight of why we exist and exercise profound commitment to advancing child and maternal health.
  • Good of the whole – We share responsibility for overall results, think of what’s best for the team and organization, and act as responsible stewards of resources.
  • Bold and bendy – We’re unapologetically ambitious for our mission, creative, and take risks by trying new things.
  • Sweat the big stuff – We’re clear on our priorities, calibrating effort and resources to audience and impact; the higher the return, the greater the investment.
  • Make it happen – We’re focused on outcomes and prepared with ideas and solutions for every challenge.
  • Community matters – We prioritize listening to and supporting each other, not just as colleagues, but as people with varied experiences and perspectives.

EVERYONE BELONGS HERE

Our Foundation values the unique qualities each of us brings to our team and community. We take pride in cultivating a workplace where every voice is heard and each of us has the opportunity to achieve our fullest potential—so that together, we can make meaningful impact on the health outcomes for children and their families.


We are guided by the following principles:



  • Uphold integrity and professionalism in all our actions.
  • Foster a welcoming and supportive culture.
  • Embrace unique perspectives and contributions.
  • Interact with compassion, openness, and an eagerness to learn.

The Lucile Packard Foundation for Children's Health is an Equal Opportunity Employer.


#LI-Hybrid


The pay range for this role is:
265,000 - 280,000 USD per year (Palo Alto, CA )


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