Banking and Financial Services Jobs in Union City, CA
14 positions found
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.
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.
- Bachelorβs 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.
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:
β’ Year 1: Manager in Training β Assistant General Manager
β’ Year 2: General Manager (full P&L ownership)
β’ Years 3β4: Senior General Manager (multi-location leadership)
β’ Year 5+: District Manager (regional oversight)
High performers advance quickly and take on significant operational responsibility.
Responsibilities
β’ Learn and execute all aspects of shop operations
β’ Lead technicians and service advisors
β’ Manage workflow, staffing, and daily performance
β’ Deliver exceptional customer experience
β’ Drive revenue and operational KPIs
β’ Use financial and operational data to improve performance
β’ Support hiring, coaching, and team development
β’ Transition into full P&L ownership as you advance
Qualifications
β’ Bachelorβs degree required
β’ 0β3 years of professional experience
β’ Strong leadership potential and ambition
β’ Excellent communication skills
β’ Analytical mindset with a bias toward action
β’ Comfortable in fast-paced, hands-on environments
β’ Willingness to relocate for advancement (preferred)
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
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.
PLEASE READ THIS JOB ANNOUCEMENT IN ITS ENTIRETY. An Alameda County Job Application is required to be considered for ALL County recruitments.
Compliance and Privacy Officer
Alameda County Health, Behavioral Health Department is recruiting for its next:
Compliance and Privacy Officer
$140,088.00-$170,289.60 Annually
Placement within this range is dependent upon qualifications.
Plus, an excellent benefits package!
This is a provisional recruitment.
*For a provisional appointment, a civil service exam is not required. However, to obtain a regular position, the appointee will need to compete successfully in a County Exam when open.
This position requires CA residency.
Please do not hesitate to contact Tyler (), if you have any questions regarding the position or recruitment process.
About Us
As part of Alameda County Health, the Behavioral Health Department supports people with Medi-Cal and without insurance living with serious mental illness and substance use conditions along their path toward wellness, recovery, and resiliency. We provide services through a network of contracted mental health and substance use providers and administer the State's resources and training for behavioral health providers, case managers, and other healthcare professionals. We advocate for our patients and families and create space for personal engagement in their care.
We are outpatient specialists for mental health services for older adults and youth, substance use providers and treatment program specialists, advocates for quality improvement and patients' rights, and psychiatric and integrated health care providers.
POSITION
Under general direction, the designated program Compliance and Privacy Officer (CPO) plans, organizes, directs, monitors, and promotes an effective compliance and privacy program. This position ensures that departmental compliance programs are consistent with Alameda County Health (ACH) Standards of Conduct and core values, policies and procedures, and promote adherence to applicable federal and state laws to advance the prevention of healthcare fraud, waste, and abuse, while providing quality care and services to those served by ACH; oversee all ongoing activities related to the development, implementation, maintenance, and adherence to ACH's policies and procedures covering the privacy of and access to protected health information (PHI) in compliance with applicable state and federal laws; and performs other related work as required.
DISTINGUISHING FEATURES
This classification is in ACH and reports to the Chief Compliance and Privacy Officer and is responsible for the broad coordination of the Department's comprehensive healthcare compliance and privacy assurance program. The incumbent is responsible for coordinating and performing activities related to education, training, auditing, and investigations to ensure employee awareness and compliance with the program and may serve as project manager overseeing the development, implementation, and maintenance of related programs. This classification is distinguished from the Quality Assurance Administrator classification which has primary responsibility for day-to-day operational issues focused on the appropriate and effective delivery of services to clients whereby this classification is focused on broader departmental-wide compliance activities.
EXAMPLE OF DUTIES
NOTE: The following are the duties performed by employees in this classification. However, employees may perform other related duties at an equivalent level. Each individual in the classification does not necessarily perform all duties listed.
- Implements and oversees the compliance and privacy program at departmental level to ensure the program meets the state/federal requirements and is aligned with the Alameda County Health Office of Compliance Services (OCS)
- Acts as a consultative resource for the entity leadership and associates on compliance and privacy matters. Provides overall leadership on issues concerning compliance and privacy, including developing and implementing controls designed to ensure compliance with applicable laws, rules and regulations, accurate coding and billing, contract agreements and detect and deter fraud, waste, and abuse.
- Identifies compliance vulnerabilities and risks, ensures that responses to reported concerns, alleged violations of the law, and/or conflict of interest, privacy, are reported in a timely appropriate, and consistent.
- Ensures the implementation and maintenance of an effective healthcare compliance and privacy program for the entity which will include conducting relevant risk assessments and developing risk-based compliance work plans.
- Maximize current strengths of the healthcare compliance and privacy program, identify and remedy gaps, proactively assess and address emerging compliance risks.
- .Leads and participates in Compliance Team Projects and initiatives when requested (e.g., exclusion monitoring, triennial audits, etc.)
- Oversees the implementation of corrective actions and monitoring in response to identified issues, audits, and annual work plan items.
- Independently investigates or supervises the investigation of compliance or privacy concerns raised through the Agency Helpline or other reporting mechanisms.
- Ensures distribution, implementation, and education regarding compliance policies and procedures, fraud waste and abuse, conflict of interest, code of conduct, billing and documentation, HIPAA privacy, and security awareness training.
- Participates in the development and implementation of annual work plan, enterprise risk assessment, and management and aligns entity risk assessment with the Agency risk management plans.
- Chairs or co-chairs the entity compliance and privacy committees and reports to the entity and Agency level leadership on compliance matters and progress on a regularly established frequency.
- Maintains knowledge of rules and regulations (healthcare compliance, HIPAA, HITECH, state privacy laws, etc.) that impact specific service areas and the organization and acts as a subject matter expert to support and provide guidance to workforce members.
- Develops and maintains collaborative relationships with leaders and stakeholders across the organization.
- Identifies opportunities and supports efforts to build a culture of compliance.
- Performs other duties as assigned.
Compliance and Privacy Officer
QUALIFICATIONS
EDUCATION:
Possession of a bachelor's degree in public health, health care administration, social work, business administration, public administration, nursing, or a related field.
AND
EXPERIENCE:
The equivalent of four (4) years of responsible, professional-level healthcare compliance and recent experience in one or more of the following areas in a healthcare delivery setting consisting of community health clinics, hospitals, skilled nursing facilities, physician practices, health insurance plans, or other healthcare settings with a focus on regulatory compliance, quality assurance, health care law and/or administration, risk management and/or regulatory investigations.
CERTIFICATE:
Possession of a Healthcare Compliance Certificate issued by the Healthcare Compliance Association's Certification Board.
HOW TO APPLY
Please email your County of Alameda Job Application, resume and cover letter to:
Tyler ()
The application template is available online on Alameda County's Online Employment Center @
USERS can click on "Fill out an application" to fill out an application template. Once the application is completed, candidates can click on the "Review" tab to "Print My Application" or "SAVE as PDF". AN ALAMEDA COUNTY JOB APPLICATION MUST BE SUBMITTED TO TO BE CONSIDERED FOR THE POSITION.
Alameda County HCSA is enriched with a diverse workforce. We believe the best way to deliver optimal programs and services to our communities is to hire and promote talents that are representative of the communities we serve. Diverse candidates are strongly encouraged to apply.
BENEFITS
In addition to a competitive salary, employees also enjoy an attractive benefits package with the following elements:
For your Health & Well-Being
- Medical and Dental HMO & PPO Plans
- Vision or Vision Reimbursement
- Basic and Supplemental Life Insurance
- Accidental Death and Dismemberment Insurance
- Flexible Spending Accounts - Health FSA, Dependent Care and Adoption Assistance
- Short and Long -Term Disability Insurance
- Voluntary Benefits - Accident Insurance, Critical Illness and Legal Services
- Employee Assistance Program
For your Financial Future
- Retirement Plan - (Defined Benefit Pension Plan)
- Deferred Compensation Plan (457 Plan or Roth Plan)
- Annual Cost of Living Adjustments as determined by bargaining units
- May be eligible for Public Service Loan Forgiveness
- May be eligible for up to $3,300 in annual County allowance
For your Work/Life Balance
- 12 paid holidays
- 4 Floating holidays and 7 Management Paid Leave days
- Vacation and sick leave accrual
- Vacation purchase program
- Catastrophic Sick Leave
- Employee Mortgage Loan Program
- Group Auto/Home Insurance
- Pet Insurance
- Commuter Benefits Program
- Employee Wellness Program
- Employee Discount Program
- Child Care Resources
*Benefit rates are dependent upon the management employee's represented or unrepresented classification.
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.
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.
Firm Overview:
Our client is a vertically-integrated owner-operator of multifamily, student housing, and single family rental assets in the greater Western United States. The firm has several strategic partnerships with global institutional capital providers and has experienced strong growth since its founding in 2014.
Our client employs over 250+ real estate professionals whose mission is to create value by acquiring, developing, and managing our dwellings with exceptional care through an integrated approach. Their culture is founded on teamwork, authenticity, integrity and excellence. Through a shared purpose and common goal, the firm is built to serve its partners and communities within which it invests.
Our client is seeking an Analyst/Associate to support our rapidly growing team. Under the general supervision of the Asset Management and Operations Team, the Analyst/Associate will be responsible for activities relating to the financial analysis and operations of the investment portfolio. As the Analyst/Associate gains experience and knowledge, the level of contribution from a financial analysis perspective is expected to increase.
Responsibilities:
- Financial analysis including maintaining the asset management Excel model, preparing budget-to-actuals variance reports, running debt yield calculations, and providing capital call recommendations
- Prepare comprehensive ad-hoc analyses, supporting informed decision-making around operational expense reduction projects
- Work with departments on ad-hoc projects to reduce operating expenses for our MF buildings
- Assist integrated departments to achieve profitability goals
- Conduct sensitivity analyses to assess the impact of various scenarios on investment returns, providing clear and concise summaries for senior management
- Monitor key operating metrics, identify variances, and provide actionable insights to enhance operational efficiency
- Collaborate across multiple departments (including Accounting, Operations, Construction Management, and Leasing) to ensure accurate and aligned objectives
- Manage properties across full asset life cycle with an ownership mentality, focusing on value creation through diligent management of approved business plans
- Ensure consistent and meaningful communication and coordination among stakeholders
- Deliver routine updates to senior professionals regarding project status
- Alert team members to issues as they arise and work with the team to evaluate and implement solutions
- Work within the team to develop budget projections and coordinate reforecasts and other reports as applicable
- Analyze operational performance and recommend adjustments to meet budgeted goals
- Work with consultants to evaluate tax assessments, appeal recommendations, and required filings
- Develop and execute value-enhancing initiatives spanning redevelopment, renovation, property management, leasing, and reporting
- Effective, 360 degree written and verbal communication with property staff, internal and external funds management and administration, and Client management
- Analytical support as requested by Investments Team
Investor Relations & Communication
- Support participation in external calls with key investors and stakeholders, contributing to effective communication and relationship management
- Manage and update several asset management web-based dashboards for dissemination internally and externally
- Assist in the preparation of materials for investor meetings
- Qualifications:
- Bachelor's Degree in Business, Finance, Accounting, Real Estate, Economics, or related field
- 1-5 years of real estate private equity, real estate development, real estate brokerage, or investment banking
- Strong in Microsoft Excel, Word, PowerPoint; working knowledge of Yardi is a plus
- Clear, articulate communicator, able to maintain effective documentation
- Strong analytical and qualitative skills
- Able to prioritize, organize, and meet all deadlines
- Committed to high standards of excellence and ethics
- Effectively identify issues and formulate solutions
- Capability to think critically, solve problems logically, and make well-reasoned decisions
- Ability to probe, ask the right questions, and dig beneath the surface to test the validity of information
- Goal-oriented and diligent
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 worldβs most influential individuals and families. You will help clients navigate the complexities of their financial lives with precision, empathy, and exceptional care β 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
- Bachelorβs 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 firmβs 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
- Bachelorβs 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 β $120,000 base salary
- Associate: $130,000 β $150,000 base salary
Both levels are eligible for a discretionary bonus and comprehensive benefits.
SUPERVISORY RESPONSIBILITIES: None ESSENTIAL FUNCTIONS: Responsibilities: Observe the quality of loads on arrival Review loads for violations Identify and document root causes through tablet procedures Communicate violations by gathering up to 30 photographs using multiple angles if necessary Validate information prior to reporting violations #CB Capstone Logistics, LLC is part of The Transportation and Logistics industry which has been designated a "Critical Infrastructure Segment".
As a "critical infrastructure industry" worker in the Transportation and Logistics industry, associates are considered exempt from local restrictions such as curfews, shelter-in-place orders, and other mobility restrictions when reporting to, returning from, or performing his or her work functions.
- Capital Markets + Fundraising Strategy for a Fast-Growing Energy Solutions Company! This Jobot Job is hosted by: Jacob Vane Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.
Salary: $180,000
- $240,000 per year A bit about us: Based in Fremont, CA with multiple offices across North America, Asia, and Europe, we are a $5B+ TOP Ranked global energy solutions firm! Our core values are centered around our people and our clients.
We believe that putting your employees first is not only the right thing to do, but it also gives us the competitive edge to ensure our clients have an excellent experience! Over the years our reputation for providing our people with the very best has caught the eye of some reputable clients who have chosen to use us as their primary firm! Some of these clients include: leading electric vehicle manufacturers, global technology companies, and major energy providers, and many more! If you are an experienced Financing Director, then please apply! Why join us? Do you want to work with some of the nationβs best Clients AND enjoy time at home w/ family? We do too! Meaningful Work! Best in Class Firm! Competitive Compensation Package! Complete Benefits Package! Flexible Work Schedules! Accelerated Career Growth! Fun Company Activities! Many More! Job Details Is your background a fit? Apply if you meet this criterion: Bachelor degree or above, major in accounting, finance or finance related, master's degree is preferred; More than 10 years of work experience, more than 5 years of overseas financing experience of listed companies, there are 2-3 large project financing landing cases and undertake the main financing work Demonstrated hands-on experience leading major financing transactionsβincluding both debt and equityβfor publicly listed or multinational companies.
Proven track record with U.S.-based equity raises (Series BβD, IPO, or secondary offerings), including a documented investor network.
Ability to translate financial strategy into actionable business growth, with advanced skills in financial modeling, valuation, and scenario analysis.
Exceptional communication and relationship-building skills with investors, banks, and regulatory bodies.
We can offer you the opportunity to work with State-of-the-Art Clients making a meaningful impact on today's society and the next generation! Help us revolutionize the way companies treat their employees! Join us and enjoy accelerated career growth with exciting life balance at a premium best in class organization! Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
Jobot is an Equal Opportunity Employer.
We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws.
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Sometimes Jobot is required to perform background checks with your authorization.
Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
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ALOM is a quality- and technology-driven global supply chain management company, providing 3PL+, contract manufacturing, and fulfillment solutions for leading brands in technology, healthcare, government, and other highly regulated industries. Headquartered in Silicon Valley with operations across California, Indiana, and 20 global locations, ALOM helps customers turn their supply chains into a competitive advantage through precision execution, customized, scalable solutions, real-time data, and a deep commitment to ESG and operational excellence.
The OpportunityALOM is seeking an experienced, strategic, and hands-on Chief Financial Officer to join the executive leadership team of this privately held, mid-sized 3PL and contract manufacturer. The CFO will be a key partner to the CEO, COO, Chief Commercial Officer, and Head of People, responsible for shaping financial strategy, driving profitable growth, and ensuring disciplined financial management across multi-site U.S. and international operations.
This is an ideal role for a CFO or senior finance leader who thrives in a growth-oriented, operationally complex environment and wants to have a direct impact on strategy, capital allocation, and performance in manufacturing and fulfillment.
What Youβll Do- Lead development and execution of ALOMβs financial strategy, annual budget, and multi-year plan, ensuring tight alignment with operational and commercial objectives.
- Build, lead, and mentor a high-performing finance organization across accounting, FP&A, treasury, and tax, fostering a culture of accountability, continuous improvement, and strong business partnerships.
- Oversee monthly close, consolidations across U.S. and international entities, and timely, accurate financial statements in accordance with GAAP.
- Manage cash flow, working capital, and liquidity, optimizing inventory, receivables, payables, and customer credit terms within complex, customer-specific deal structures.
- Serve as primary executive contact for ALOMβs banking relationships, negotiating and managing credit facilities, covenant compliance, and treasury services.
- Partner with operations and supply chain leadership to improve plant and distribution center performance, cost structure, and inventory turns, using data from ERP, WMS, and related systems.
- Support commercial teams on pricing, contract review, and profitability analysis by customer, vertical, and program, ensuring sustainable margins on sophisticated, long-term programs.
- Lead financial evaluation of capital investments (equipment, automation, facilities, systems) through rigorous business cases and ROI/NPV analysis.
- Negotiate and interface with key external stakeholders, including landlords, suppliers, customers, service providers, licensing entities, agencies, auditors, and insurance partners.
- Ensure robust internal controls, audit readiness, and compliance with GAAP and relevant U.S. and international regulatory and tax requirements.
- Bachelorβs degree in Finance, Accounting, or related field; CPA and/or MBA strongly preferred.
- 10+ years of progressive finance leadership, including prior experience as a CFO, VP Finance, or divisional finance head.
- Background in manufacturing, distribution, or supply chainβintensive businesses, with hands-on experience in multi-site and international operations.
- Proven track record in managing institutional banking relationships and debt facilities.
- Deep knowledge of GAAP, cost accounting, financial modeling, and mid-market ERP/WMS and financial systems.
- Strong leadership, communication, and stakeholder management skills, with the ability to influence and collaborate across operations, commercial, and executive teams.
- Comfort operating at both strategic and tactical levels in a growing, privately owned company.
- A sense of humor and passion for your craft.
- Primary base at ALOMβs Fremont, CA headquarters, with regular on-site presence.
- Occasional travel between facilities and key banking, customer, and partner locations.
- Competitive base salary; expected range of $300,000β$360,000 USD for California-based candidates, with compensation commensurate with experience and location.
- Annual performance-based bonus.
- Comprehensive benefits, including medical, dental, vision, life insurance, long-term disability, flexible spending, 401(k) with company match, vacation, and paid time off, consistent with ALOMβs benefits programs.
How to Apply
Please submit your resume and a brief cover note describing your relevant experience and interest in ALOMβs mission.
Why ALOMAt ALOM, leaders are close to the work and to the customers, and every function plays a direct role in delivering high-compliance, high-performance supply chain solutions that matter. ALOM is a privately held, woman-owned company with a 25+ year track record of innovation, quality, sustainability, and award-winning performance in demanding industries.
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The CFO will shape financial strategy, drive growth, and ensure disciplined management across operations.
Ideal candidates have over 10 years of finance leadership, preferably in manufacturing or distribution, and possess strong leadership and communication skills.
Competitive compensation includes a salary ranging from $300,000 to $360,000 USD, along with comprehensive benefits.
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