Banking and Financial Services Jobs in Oakland Ca Alameda County Ca California

Open date: May 1, 2025

Most recent review date: Tuesday, Sep 16, 2025 at 11:59pm (Pacific Time)

Applications received after this date will be reviewed by the search committee if the position has not yet been filled.

Final date: Thursday, Apr 30, 2026 at 11:59pm (Pacific Time)

Applications will continue to be accepted until this date, but those received after the review date will only be considered if the position has not yet been filled.

Lecturer - Sustainable and Impact Finance - Haas School of Business

The Haas School of Business at the University of California, Berkeley is generating an applicant pool of qualified temporary instructors to teach courses in the Sustainable and Impact Finance initiative (especially for the Sustainable Investment Fund and the Climate Solutions Finance course but also other courses covering material in climate and impact financial intermediation or entrepreneurial finance, public-private partnerships, and climate finance solutions), should an opening arise. The pool will remain in place for one year.

General Duties:

In addition to teaching responsibilities, general duties include:

* Holding office hours

* Assigning grades

* Advising students

* Preparing course materials.

Haas School of Business is committed to creating an inclusive environment, one that is supportive of all individuals, regardless of background. We are committed to building an excellent and diverse faculty, staff, and student body, and we welcome applicants whose experiences have prepared them to contribute to this commitment.

UC lecturers are academic appointees and are represented by an exclusive bargaining agent, University Council - American Federation of Teachers (UC-AFT). This position is represented by the bargaining unit.

For those who are not US citizens or permanent residents, a legal permit that allows work in the United States (such as a US visa that allows employment) is required by the start date of the position. The department is unable to provide a visa/work permit.

Under Federal Law, the University of California may employ only individuals who are legally able to work in the United States as established by providing documents specified in the Immigration Reform and Control Act of 1986.

Unit: saif/

The minimum qualification to be an applicant is a Bachelor Degree or equivalent international degree at time of application.

A minimum of four years in the professional practice in relevant field to the course being taught.

A minimum of 5 years' experience in the professional practice of sustainable finance, ESG investing, early stage venture capital, climate or energy transition investment, or impact investing strategy. Higher education teaching experience and advanced degree by start date are preferred.

• Curriculum Vitae - Your most recently updated C.V.

  
  

• Cover Letter (Optional)

  
  

• 3 required (contact information only)

Help contact:

UC Berkeley is committed to diversity, equity, inclusion, and belonging in our public mission of research, teaching, and service, consistent with UC Regents Policy 4400 and University of California Academic Personnel policy (APM 210 1-d). These values are embedded in our Principles of Community, which reflect our passion for critical inquiry, debate, discovery and innovation, and our deep commitment to contributing to a better world. Every member of the UC Berkeley community has a role in sustaining a safe, caring and humane environment in which these values can thrive.

The University of California, Berkeley is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, age, or protected veteran status.

For more information, please refer to the University of California's Affirmative Action and Nondiscrimination in Employment Policy and the University of California's Anti-Discrimination Policy.

In searches when letters of reference are required all letters will be treated as confidential per University of California policy and California state law. Please refer potential referees, including when letters are provided via a third party (i.e., dossier service or career center), to the UC Berkeley statement of confidentiality prior to submitting their letter.

As a University employee, you will be required to comply with all applicable University policies and/or collective bargaining agreements, as may be amended from time to time. Federal, state, or local government directives may impose additional requirements.

Unless stated otherwise, unambiguously, in the position description, this position does not include sponsorship of a new consular H-1B visa petition that would require payment of the $100,000 supplemental fee.

As a condition of employment, the finalist will be required to disclose if they are subject to any final administrative or judicial decisions within the last seven years determining that they committed any misconduct.

• 
  
• "Misconduct" means any violation of the policies or laws governing conduct at the applicant's previous place of employment, including, but not limited to, violations of policies or laws prohibiting sexual harassment, sexual assault, or other forms of harassment or discrimination, as defined by the employer.
  
• UC Sexual Violence and Sexual Harassment Policy
  
• UC Anti-Discrimination Policy
  
• APM - 035: Affirmative Action and Nondiscrimination in Employment
  

Open date: October 1, 2025

Most recent review date: Wednesday, Oct 15, 2025 at 11:59pm (Pacific Time)

Applications received after this date will be reviewed by the search committee if the position has not yet been filled.

Final date: Wednesday, Sep 30, 2026 at 11:59pm (Pacific Time)

Applications will continue to be accepted until this date, but those received after the review date will only be considered if the position has not yet been filled.

The Haas School of Business at the University of California, Berkeley is generating an applicant pool of qualified temporary instructors to teach courses in Finance should an opening arise. The pool will remain in place for one year.

General Duties:

In addition to teaching responsibilities, general duties include:

* Holding office hours

* Assigning grades

* Advising students

* Preparing course materials.

Guided by a mission to develop leaders who redefine how we do business, Haas champions a culture anchored in its defining leadership principles. We support faculty by providing a collaborative scholarly community, mentorship, and strong support for teaching.

Applicants are considered for positions as needs arise; the existence of this pool does not guarantee that a position is available.

UC lecturers are academic appointees and are represented by an exclusive bargaining agent, University Council - American Federation of Teachers (UC-AFT). This position is represented by the bargaining unit.

For those who are not US citizens or permanent residents, a legal permit that allows work in the United States (such as a US visa that allows employment) is required by the start date of the position. The department is unable to provide a visa/work permit.

Under Federal Law, the University of California may employ only individuals who are legally able to work in the United States as established by providing documents specified in the Immigration Reform and Control Act of 1986.

School: about/the-haas-difference/our-culture/

The minimum qualifications to be an applicant are a Bachelor Degree or equivalent international degree completed at time of application.

A minimum of four years in the professional practice in relevant field to the course being taught.

A minimum of 2 years' experience in the professional practice of Finance at a business, government or not-for-profit organization by start date. Higher education teaching experience across the three sectors: business, nonprofit and public, and an advanced degree by start date are preferred.

• Curriculum Vitae - Your most recently updated C.V.

  
  

• Cover Letter (Optional)

  
  

• 3 required (contact information only)

Help contact:

UC Berkeley is committed to diversity, equity, inclusion, and belonging in our public mission of research, teaching, and service, consistent with UC Regents Policy 4400 and University of California Academic Personnel policy (APM 210 1-d). These values are embedded in our Principles of Community, which reflect our passion for critical inquiry, debate, discovery and innovation, and our deep commitment to contributing to a better world. Every member of the UC Berkeley community has a role in sustaining a safe, caring and humane environment in which these values can thrive.

The University of California, Berkeley is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, age, or protected veteran status.

For more information, please refer to the University of California's Affirmative Action and Nondiscrimination in Employment Policy and the University of California's Anti-Discrimination Policy.

In searches when letters of reference are required all letters will be treated as confidential per University of California policy and California state law. Please refer potential referees, including when letters are provided via a third party (i.e., dossier service or career center), to the UC Berkeley statement of confidentiality prior to submitting their letter.

As a University employee, you will be required to comply with all applicable University policies and/or collective bargaining agreements, as may be amended from time to time. Federal, state, or local government directives may impose additional requirements.

Unless stated otherwise, unambiguously, in the position description, this position does not include sponsorship of a new consular H-1B visa petition that would require payment of the $100,000 supplemental fee.

As a condition of employment, the finalist will be required to disclose if they are subject to any final administrative or judicial decisions within the last seven years determining that they committed any misconduct.

• 
  
• "Misconduct" means any violation of the policies or laws governing conduct at the applicant's previous place of employment, including, but not limited to, violations of policies or laws prohibiting sexual harassment, sexual assault, or other forms of harassment or discrimination, as defined by the employer.
  
• UC Sexual Violence and Sexual Harassment Policy
  
• UC Anti-Discrimination Policy
  
• APM - 035: Affirmative Action and Nondiscrimination in Employment
  

• Participate in financial forecasting, monthly variance analysis, and internal reporting with a focus on marketing functions
• Support month-end and quarter-end close activities, including documentation of forecast changes
• Prepare monthly analyses tied to marketing initiatives to support business decisions
• Explore opportunities for data visualization and storytelling, translating large data sets into clear, actionable insights
• Collaborate with cross-functional partners on financial analysis for business cases
• Contribute to profitability initiatives and process improvements across business units
• Support scenario planning and what-if analysis as part of ad hoc requests
• Collaborate with the FP&A team on special projects as needed

• Must be available for the full internship period: June 15th - August 21st
• Must be a rising junior or senior at the time of the internship
• Currently pursuing a degree in Finance, Accounting, Business, or a related field
• Strong proficiency and curiosity in Excel; familiarity with P&L structures
• Basic understanding of accounting principles and financial reporting
• Ability to synthesize large data sets and deliver actionable insights
• Excellent written, verbal, and interpersonal communication skills
• Highly organized with the ability to multitask, prioritize, and manage multiple deadlines
• Solution-oriented, innovative, and eager to contribute ideas
• Strong work ethic, integrity, and commitment to high-quality execution

• This summer, the FP&A e.l.f.tern will support monthly forecasting cycles by attending forecasting meetings, assisting with documentation of changes, and contributing to marketing-focused financial analysis. The intern will also help deliver a recurring marketing data visualization project each month, leveraging large data sets, pivot tables, and presentation materials shared with leadership. In addition, the role will support ongoing ad hoc analyses, providing meaningful exposure to real-time financial decision-making and core FP&A workflows.

DEADLINE TO APPLY IS SUNDAY, APRIL 12, 2026, AT 11:59 PM

IF YOU ARE INTERESTED, PLEASE APPLY IMMEDIATELY

Under the general direction of the Principal for Fund Management and Program Delivery, the TIP Administrator will be tasked with the following:

• Assist in the development and management of the region's four-year federal transportation improvement plan (or TIP).
  • Prepare and present various reports and analyses of regional transportation investments, including how investments align with the region's long-range plan, equity goals, and federal performance requirements.
  • Prepare and process TIP revisions in a timely manner.
  • Ensure TIP remains accurate and in compliance with applicable federal, state, and regional regulations, statutes, and guidance.
• Support implementation of TIP project database enhancements and upgrades.
  • Coordinate team of multidisciplinary internal staff, consultants, and external system users.
  • Assist with testing and training to ensure accuracy and integrity of the data in the system.
• Assist with the implementation of various regional fund programs and initiatives, including the One Bay Area Grant (OBAG) program.
  • Support program administration, including revisions, monitoring local compliance, and coordinating with project sponsors.
• Represent MTC at meetings, prepare and review written reports and memoranda, and make presentations before MTC committees, executive staff, and other agencies.
• Perform other job-related duties as needed or assigned.

KNOWLEDGE, SKILLS, AND ABILITIES

Knowledge of:

• Principles and techniques of transportation funding and programming, especially related to funds and programs administered by the Federal Highway Administration (FHWA)
• Government transportation programs and funding procedures
• Funding and political environment of the Bay Area transportation systems

Skills and Abilities

• Strong attention to detail and experience accurately managing and analyzing large datasets.
• Demonstrated experience and proficiency working in Microsoft Excel.
• Excellent multi-tasking, time management, and independent problem-solving skills.
• Ability to work independently and as an effective member of a team, including ability to meet unanticipated needs and adapt to changing policy and regulatory direction.
• Excellent written and verbal communication skills, including ability to effectively represent the agency publicly at working groups with external agencies and prepare written policy memoranda and reports.
• Excellent interpersonal skills, including the ability to develop and maintain positive working relationships with internal staff as well as key staff at various external agencies

Education and Experience: Any combination of training and experience that would provide the required knowledge, skills, and abilities listed. A typical way to obtain the required qualifications would be:

Planner/Analyst II:Equivalent to a bachelor's degree from an accredited college or university with major coursework in planning, civil engineering, environmental science, communications, business or public administration, or a related field and two (2) years of increasingly responsible professional level experience in a field related to assigned area of responsibility.

• Oversight over end-to-end payroll operations, compliance, and transformation for North America (U.S. and Canada), with potential future geographic expansion.
• Serve as the technical payroll regulatory expert for North American Payroll statutory requirements, tax compliance, and regulatory reporting (Sarbanes-Oxley (SOX), federal, state/provincial, and local).
• Design, implement, and maintain foundational payroll processes, controls, and organizational infrastructure to support current and future-state operations.
• Drive payroll system configuration, integration, and reporting customization initiatives across payroll and HR platforms (ADP, SAP, BambooHR, or similar enterprise HR Information Systems).
• Lead automation and optimization initiatives to enhance efficiency, accuracy, and scalability of payroll operations.
• Establish and maintain disciplined quality oversight frameworks with quantifiable metrics and KPIs to measure accuracy, timeliness, and compliance.
• Implement continuous improvement methodologies and track performance metrics to drive operational excellence.
• Manage business process design and documentation, ensuring standardization and scalability across regions.
• Lead system and supplier evaluations, implementations, and vendor management activities.
• Collaborate effectively across time zones with the India-based payroll team, providing guidance, training, and operational oversight.
• Partner with HR, Finance, IT, and external vendors to ensure seamless payroll execution and issue resolution.
• Establish and maintain payroll process documentation, audit controls, and SOX compliance requirements.
• Conduct root cause analysis on payroll discrepancies and implement corrective and preventative actions.
• Champion a culture of continuous improvement, innovation, and employee experience excellence.

• Bachelor's degree in Accounting, Finance, Business, Human Resources, or related field.
• 8+ years of progressive payroll experience with 5+ years in a leadership or management role.
• Deep technical expertise in U.S. payroll regulations, tax compliance, and statutory reporting requirements.
• Experience working in fast-paced, ambiguous, high-growth environments where foundational infrastructure and processes are being established.
• Significant hands-on experience with payroll and HR system configuration, including workflow design, integration development, and custom reporting.
• Proven track record of automation and optimization initiatives (e.g., RPA, RDA, AI/ML, Microsoft Power Automate, API integrations).
• Demonstrated experience establishing quality oversight frameworks with quantifiable metrics (accuracy rates, SLA compliance, error reduction, cycle-time improvements).
• Strong foundation in business process management, including process mapping, standardization, and continuous improvement methodologies.
• Proven success leading system implementations, vendor evaluations, and supplier management projects.
• Experience working across multiple time zones and managing or collaborating with geographically distributed teams.
• Strong analytical and problem-solving skills with the ability to manage complex data, compliance requirements, and multi-system integrations.
• Proficiency with payroll, finance, and HR systems such as ADP, SAP, BambooHR, or other enterprise HRIS platforms.
• Excellent communication, collaboration, and stakeholder management skills with the ability to influence across all organizational levels.

• Advanced degree (Master's in Business, Accounting, Finance, or related field).
• Professional certifications such as Certified Payroll Professional (CPP) or other recognized payroll credentials.
• Lean Six Sigma certification or equivalent process improvement certification.
• Understanding of payroll governance, audit, and control frameworks (SOX, COSO, ISO, or similar).
• Experience with Canadian, South American, and other regional payroll regulations.
• Advanced Excel/data analysis skills and experience with business intelligence tools (Tableau, Power BI, etc.).
• Project management certification (PMP, Agile, etc.) or demonstrated project management experience.
• Experience designing and implementing shared service or center of excellence (COE) operating models.
• Knowledge of change management principles and experience leading organizational transformation initiatives.
• Familiarity with HR transformation, digital workplace initiatives, and employee self-service technologies.

• Technical Expertise: Deep understanding of payroll regulations, system architecture, and compliance requirements.
• Quality & Metrics Orientation: Data-driven approach to quality management with focus on measurable outcomes and continuous improvement.
• Process Excellence: Strong business process management capabilities with ability to design scalable, efficient workflows.
• Change Leadership: Comfortable with ambiguity and skilled at building infrastructure in high-growth, evolving environments.
• Global Collaboration: Ability to work effectively across cultures and time zones with distributed teams.
• Strategic Thinking: Balances tactical execution with strategic vision for future-state organization design.
• Innovation Mindset: Proactive identification and implementation of automation, technology, and process improvements.
• Stakeholder Management: Strong influencing and relationship-building skills across all organizational levels.

The Financial Advisor is a strategic professional who stays abreast of developments within their field and contributes to directional strategy by considering their application in their job and the business. Recognized technical authority for an area within the business. Requires basic commercial awareness. There are typically multiple people within the business that provide the same level of subject matter expertise. Developed communication and diplomacy skills are required to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. Significant impact on the area through complex deliverables. Provides advice and counsel related to the technology or operations of the business. Work impacts an entire area, which eventually affects the overall performance and effectiveness of the sub‑function/job family.

• 
  
• Responsible for providing a wide variety of financial and investment services to an Ultra high Net Worth client base in the United States.
  
• Manage accounts of high net worth investors and jointly develop financial strategies with the Private Bankers.
  
• Conduct sophisticated economic and financial market analyses.
  
• Analyze economic trends/activities and advise the effects on the investors' portfolios.
  
• Recommend changes to the investors' holdings after evaluating the economic, financial and market factors and the potential impact on the investors' portfolios.
  
• Adhere to a specific prospecting code of conduct, which (1) permits acquiring new private client accounts only by referral or personal contact with an individual seeking to do business and (2) prohibits seminars, mail campaigns, cold calling and any other methods of solicitation.
  
• Develop relationships and generate ideas with the Bankers and the clients that will lead to the growth of the asset base.
  
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
  

• 
  
• 6‑10 years of experience
  
• NYSE Series 7 and 66 licenses and additional licensing as needed
  
• Proficient in software applications (e.g., Microsoft Word, Excel)
  
• Knowledge of Bloomberg – a definite asset
  
• Ability to communicate with co‑workers and clients
  
• Excellent written and communication skills
  
• Strong financial background
  

• 
  
• Bachelor's/University degree, Master’s degree preferred
  

Job Family Group: Private Client Coverage

Job Family: Financial Planning Services

Time Type: Full time

Primary Location: San Francisco, California, United States

Primary Location Full Time Salary Range: $70,000.00 - $200,000.00

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity, please request an accommodation. View Citi’s EEO Policy Statement and the Know Your Rights poster.

Location: New York, Hoboken, Atlanta, Denver, Los Angeles, Philadelphia, Boston - Clarendon, Detroit, McLean, San Francisco, Chicago, Houston, Seattle, Dallas

At EY, we’re all in to shape your future with confidence.

We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.

EY-Parthenon’s unique combination of transformative strategy, transactions and corporate finance delivers real-world value – solutions that work in practice, not just on paper. Benefiting from EY’s full spectrum of services, we’ve reimagined strategic consulting to work in a world of increasing complexity.

With deep functional and sector expertise, paired with innovative AI-powered technology and an investor mindset, we partner with CEOs, Boards, Private Equity and Governments every step of the way – enabling you to shape your future with confidence.

Join EY-Parthenon's Strategy and Execution Deal Finance (M&A) practice, where we work on the most complex and high-profile global transactions for Fortune 500 CFOs across diverse industry sectors. Our seasoned team of buy side and sell side transaction advisors bring deep sector expertise and functional knowledge to our clients. We develop deal strategies, prepare and execute separation and integration plans, identify ideas and sources of value enhancement, as well as advise on risk mitigation and the successful change of operations, functions and people. Key client questions that we help answer:

• 
  

• How does the Finance function support the overall organization’s strategic priorities during and immediately after a transaction?

  
  

• What are the primary sources of deal value, and how do you capture more synergies faster?

  
  

• How does a transaction set the stage for a new finance operating model and create a platform for future growth?

  
  

You will join one of the fastest growing practices at EY and in the industry where you will find plenty of opportunities for your professional growth and development. We are the leading strategic advisor for end-to-end Deal Finance services, supporting major transactions for market-leading companies. We continue to invest heavily in our people to support personal growth and unique career experiences in a highly diverse and international environment.

As a Director with EY-Parthenon's Strategy and Execution Deal Finance (M&A) practice, you will play a crucial role in managing and executing buy side and sell side projects, focusing on the CFO agenda and Finance function. You'll lead projects across sectors, collaborating with client service teams to develop and execute transaction strategies. Your role will encompass a variety of engagements, from pre-deal operational planning to post-deal integration planning, tracking, etc., requiring a strong commercial mind-set.

• 
  

• Project Management: Collaborate with diverse teams across EY to ensure successful project execution.

  
  

• Business Acumen: Work in a fast-paced, exciting environment, driving value for clients.

  
  

• Core Consulting Skills: Utilize problem-solving, critical thinking, and effective communication to address client challenges and deliver tailored solutions.

  
  

• M&A Expertise: Apply in-depth knowledge of buy side and sell side transactions, including due diligence, transaction strategies and execution, to guide clients through complex transactions.

  
  

• Building Relationships: Develop strong working relationships with senior clients, including influence, advice and support to key decision makers.

  
  

• Continuous Learning: Develop technical and personal skills through a blend of structured learning, coaching and experiences.

  
  

• 
  

• A bachelor’s degree in Business, Accounting, Finance, Engineering, Computer Science, or Analytics and 5 years of related work experience; or a graduate degree and approximately 3 years of related work experience. MBA is preferred.

  
  

• Experience in Finance integrations, divestitures, and/or carve‑outs including transaction strategy, operating model, org design, synergies, transition services agreements (TSAs), etc.

  
  

• In‑depth knowledge of and experience in the Finance function (e.g., accounting, reporting, budgeting and planning, order‑to‑cash, procure‑to‑pay, financial systems), and significant management consulting experience.

  
  

• Proven ability to manage complex business environments and synthesize solutions for integration/divestiture challenges.

  
  

• Excellent analytical, negotiation, influencing, and relationship‑building skills.

  
  

• Knowledge of how to leverage AI tools in a business setting, including Microsoft Copilot.

  
  

• Willingness to travel and work beyond standard hours as needed.

  
  

We seek talented professionals who can visualize client goals and think creatively to facilitate them – often in politically charged environments. If you have an entrepreneurial spirit, and a genuine passion for taking on new challenges, this role is for you.

At EY, we’ll develop you with future‑focused skills and equip you with world‑class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more .

• 
  

• We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $205,000 to $235,000. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.

  
  

• Join us in our team‑led and leader‑enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40‑60% of the time over the course of an engagement, project or year.

  
  

• Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well‑being.

  
  

EY accepts applications for this position on an on‑going basis.

For those living in California, please click here for additional information.

EY focuses on high‑ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.

EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.

Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.

EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi‑disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.

EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.

EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1‑800‑EY‑HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY’s Talent Shared Services Team (TSS) or email the TSS at .

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.

The BPO Associate Partner will be focused on selling complex finance transformation (F&A, P2P, O2C, FP&A) and digital solutions (AI/Agentic) to large enterprises, targeting C-suite execs to drive significant, multi-million dollar deals through full cycle consultative selling and building robust pipelines.

The main responsibilities focus on:

• 
  
• Build up BPO pipeline - Hold client meetings to present IBM BPO as well build up client relationship
  
• Develop client solutions and IBM offer with the BPO solutioning team to reflect client requirements and needs
  
• Run contracting process with clients
  
• Oversee delivery of small to medium deals with support of the IBM BPO delivery team
  

This Job can be performed from anywhere in the US.

• 
  
• Significant experience (10+ years relevant F&A BPO) in sales pursuit and deal shaping, with a proven track record in selling complex managed services or BPO solutions.
  
• Strong management consulting and strategic thinking abilities, including the capacity to architect innovative solutions and manage organizational change.
  
• Excellent leadership, communication, and problem-solving skills, with experience in managing cross-functional and often global teams.
  
• Strong financial acumen, an understanding of budgeting and forecasting, and the ability to translate business requirements into high-performing solutions.
  

As Above.

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.

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.

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.

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.
  

• 
  
• 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.

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.

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.

• 
  

• 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.

Hybrid (2-3 days a week) out of our San Francisco HQ.

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 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

  
  

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.

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

  
  

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.

• 
  

• 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.

Why USAA?

At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.

Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.

The Opportunity

We are looking for a SIU Investigator (mid-level). This is a Desk position. Within defined guidelines and framework, protects USAA and our members from potential fraudulent claims by investigating questionable, suspect claims activity in compliance with state insurance fraud-related laws and regulations and policies and procedures. The selected candidate will have a strong multi-line SIU investigation background.

This position is remote eligible. However, you must currently live in California.

What you'll do:

• Applies knowledge and understanding of fraud schemes and investigation strategies on any questionable or suspect first or third part claims.

• Participates in the development of fraud prevention strategies.

• Applies knowledge of P&C insurance industry products, services, and processes in investigating claims to include P&C insurance policy contracts, coverages and internal claims handling process and procedures.

• Applies knowledge of state laws and regulations pertaining to insurance fraud in investigating claims.

• Collects evidence of potential fraud through field or remote interviews and thorough searches of investigative databases, internal resources, Internet resources, public records, and forensic tools.

• Makes recommendations within defined authority guidelines.

• Prepares and presents detailed and comprehensive verbal and written investigative reports summarizing the results of the investigation and recommended outcome.

• Develops and maintains external relationships with industry, law enforcement and other contacts involved in fraud investigation, detection, and prevention.

• May serve as a resource team member on specific matters through demonstrated skill or training.

• Assists with the delivery of fraud awareness training initiatives in a defined environment.

• Handles CAT duty responsibilities as business requires.

• Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.

• Minimum High School Diploma or General Equivalency Diploma (GED).

• 2+ years claims adjusting experience, or P&C SIU/Fraud Investigation experience OR 4+ years prior investigative law enforcement (to include military) or relevant fraud industry investigation experience.

• Proven investigatory skills.

• Experience obtaining statements from various parties to incidents, witnesses, and suspects.

• Ability to gather broad range of evidence and draw conclusions based on the objective details related to the applicability of fraud.

• Demonstrated ability to organize and prioritize workload, performing multiple tasks and devising solutions to problems.

• Familiarity with using computers and various software packages to enter and extract data for analysis from relevant data sources and systems.

• Knowledge of city, state and local regulations, legal concepts, understanding of contracts, case law, medical treatment, and medical terminology.

• SIU experience conducting low to complex P&C fraud investigations OR a combination of Claims and Law Enforcement Investigations OR Military Investigative experience.

• Strong multi-line SIU experience

•  Designations such as CFE, CIFI, SCLA, ACLS, FCLS, LPCS, AIC, CPCU, CCLS, or other.

• US military experience through military service or a military spouse/domestic partner

Compensation range: The annualized range for this position is: $77,120 - $147,390. However, this is an hourly position.

Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.

Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.

The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.

Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.

For more details on our outstanding benefits, visit our benefits page on

Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.

USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Why USAA?

At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.

Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.

The Opportunity

We are looking for a dedicated SIU Manager (P&C).  Responsible for operational management of Claims fraud investigative teams. Directs staff in the investigation of cases involving questionable, suspect, or fraudulent activity. Ensures compliance with policies and procedures contributing to fraud control objectives, as well as compliance with state insurance fraud-related laws and regulations.

This is a Remote eligible position. However, you must currently live within the State of California.  Relocation assistance is not available for this position.

What you'll do:

• Responsible for insurance fraud detection and investigation services to reduce fraud-related claim payments and costs, while avoiding unwarranted risk.
• Ensures compliance with laws and regulations relating to claims handling and unfair claims practices and reporting statutes.
• Participates in the establishment and implementation of policies and procedures for fraud control and investigative practices.
• Performs leadership and management tasks, i.e., providing coaching, evaluating performance, review of time sheets, managing time off, conducting quarterly check-ins/ride-alongs, etc.
• Evaluates, authorizes, and implements actions and decisions to carry out proactive claim’s projects and investigations.
• Reviews and evaluates investigation recommendations from investigators to ensure results and case documentation support conclusions.
• Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.

What you have:

• Bachelor’s degree; OR 4+ years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.

• 6+ years P&C industry functional work experience OR 4+ years of P&C experience plus military service experience.
• 2+ years of demonstrated leadership experience, supervisory or management experience.
• Extensive knowledge and experience in all levels of claims investigation or fraud investigation and regulatory reporting requirements.
• Knowledge of anti-fraud analytics programs as it relates to fraud prevention and identification.
• Thorough understanding of investigative tools and techniques to guide and coach special investigators.
• Demonstrated ability to build and maintain collaborative relationships with internal and external partners and business areas.
• Demonstrated management skills and the ability to demonstrate monthly productivity and cycle time outcomes from investigations assigned to the SIU team.
• Ability to prepare and present training sessions and case outcomes.
• Demonstrated experience facilitating and managing projects and teams.

What sets you apart:

• More than 2+ years of SIU investigator experience
• Current or prior SIU leadership experience managing diverse teams across multiple locations and functions within SIU.
• First and Third Party auto and property claims investigations
• SIU or Fraud Investigation Designations (CFE, CIFI, SCLA, etc.,).
• Demonstrated experience in leveraging business data to inform decision making and drive strategy.
• US military experience through military service or a military spouse/domestic partner

Compensation range: The salary range for this position is: $114,080 - $218,030

USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, F-1, STEM OPT Training Plans, etc.).

Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.

Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.

The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.

Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.

For more details on our outstanding benefits, visit our benefits page on .

Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.

USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

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.