- NAIOP SoCal (San Francisco, CA)
- …the Northern California and Pacific Northwest regions. As a member of the commercial investment management team, the Senior Director is tasked with driving ... achieve their financial objectives. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of … more
- Transamerica Corporation (San Francisco, CA)
- …from the business plan, including preparing written recommendations to present to senior management , Investment Committee, and investors. Evaluate and ... responses to investor inquiries for review and approval by senior management . Establish and maintain good working...combination of the following: commercial real estate, low-income housing tax credit investment , asset management ,… more
- ICONIQ Capital (San Francisco, CA)
- …net worth and ultra-high net worth clients. This role sits within ICONIQ Investment Management which strives to deliver exceptional investment portfolios ... Candidate Background:3+ years of relevant professional services experience.Passion for investment management and client service.Excellent academic background… more
- Northern Trust (San Francisco, CA)
- …services (eg, personal trusts, living trusts, wills, investment management , custody, financial consulting, estate and tax planning).. Maintains ... (eg, personal trusts, living trusts, wills, investment management , custody, financial consulting, estate and tax ...explore new ideas. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride… more
- Pattern Energy Group (San Francisco, CA)
- …that provide low-cost clean energy to millions of consumers.ResponsibilitiesJob PurposeThe Senior Director, Strategic Finance will lead the design, provide ongoing ... prioritization, and sourcing framework to be integrated into capital and investment decisioning processes, and which includes near- to mid-term liquidity planning… more
- Pattern Energy Group (San Francisco, CA)
- …low-cost clean energy to millions of consumers. Responsibilities Job Purpose The Senior Director, Strategic Finance will lead the design, provide ongoing analysis, ... prioritization, and sourcing framework to be integrated into capital and investment decisioning processes, and which includes near- to mid-term liquidity planning… more
- Northern Trust Corporation (San Francisco, CA)
- …services (eg, personal trusts, living trusts, wills, investment management , custody, financial consulting, estate and tax planning).Maintains periodic ... and services (eg, personal trusts, living trusts, wills, investment management , custody, financial consulting, estate and tax planning), including fee… more
- TaxBit (San Francisco, CA)
- About TaxBitFounded in 2018 by CPAs, tax attorneys, and software developers, TaxBit is establishing an entirely new category of business to enable widespread ... at the forefront of an entirely new industry.The RoleTaxBit is seeking a dynamic Senior Product Marketing Manager to join our enterprise marketing team. If you get… more
- Alpha Global Search LLC (San Francisco, CA)
- …Duties:Support in startup investment and corporate development initiatives.Assist senior management with administrative tasks, including internal approval ... monthly cash flow analysis, facilitating optimal loan adjustments.Collaborate with senior management and cross-functional teams to enhance financial… more
- Funders for LGBTQ Issues (San Francisco, CA)
- Job Title: Chief Financial Officer Reports to: President Team: Senior Management Team Status: 100% time, exempt ORGANIZATION BACKGROUND Horizons Foundation has ... LGBTQ Community Endowment Fund and donor-advised funds, ensuring consistency with Horizons' investment policy and values. Treasury Oversee cash management and… more
- Lyon-Martin Community Health Services (San Francisco, CA)
- …flow planning and ensures availability of funds as needed. Oversees cash, investment , and asset management . Oversees financing strategies and activities, ... Federally Qualified Health Centers or Look Alikes in California.Experience in a senior financial- management role, partnering with executive staff, resulting in… more
- Chinatown Community Development Center (San Francisco, CA)
- …encourage people of color to apply.Job ResponsibilitiesWork with the CFO and other Senior Management staff to monitor the financial condition of the ... team in areas of accounts receivables, accounts payable, payroll, treasury management , grants and contracts revenue management , cost allocations, development… more
- CoinTracker (San Francisco, CA)
- Overview CoinTracker makes cryptocurrency portfolio tracking and tax compliance simple. CoinTracker enables consumers and businesses to seamlessly track their ... cryptocurrency portfolio, investment performance, taxes, and more. We are a globally...Building foundational tools in the cryptocurrency space Over 1M tax forms generated $80B+ in cryptocurrency is tracked on… more
- Early Warning Services LLC (San Francisco, CA)
- …Minimum of 5 or more years of relevant work experience in management consulting, corporate strategy investment banking, corporate development, private equity, ... and supports execution of enterprise strategy and cross-functional initiatives, working with senior leadership to define and execute our 1-3 year strategic plans to… more
- Third Harmonic Bio, Inc. (San Francisco, CA)
- …strong relationships with internal and external business leaders to advise the senior management team on financial matters related to the businessOversee ... view for leadership and drive competing prioritiesProvide development, oversight, and management of the organization's cash and investment strategyMonitor cash… more
- Abfointernational (San Francisco, CA)
- …strong relationships with internal and external business leaders to advise the senior management team on financial matters related to the businessOversee ... view for leadership and drive competing prioritiesProvide development, oversight, and management of the organization's cash and investment strategyMonitor cash… more
- Seen Health (San Francisco, CA)
- …team to support planning, contract and expense management , revenue cycle management , accounting and internal controls, tax and audit filings, real estate, ... At Seen Health, we are revolutionizing the way senior care is delivered through the PACE (Programs...direct day-to-day responsibility for strategic finance, FP&A, revenue cycle management , and organizational planning. As a key member of… more
- ThinkBAC Consulting (San Francisco, CA)
- …forecasts and provide strategic advice and direction on optimizing value to senior management and shareholders.Ensure compliance with all company, regulatory, ... and accuracy of the fair value model, understand and analyze drivers of value/ investment returns against the prior year.It is essential the candidate have an MBA… more
- Authorium (San Francisco, CA)
- …key business decisions including pricing strategies, expansion plans, and investment opportunities. Conduct financial analysis and scenario planning to assess ... risks. Financial Planning and Analysis: Oversee all aspects of financial management , including budgeting, forecasting, and financial reporting for all Business Units… more
- Vaco (Palo Alto, CA)
- Senior Tax ManagerOur clientis a top...to the overall tax strategy from our Investment Funds to our Management Company Entities. ... projects.This new role is a highly visible role to Senior Management of the Firm as it... compliance, strategic analysis and maintaining the integrity of tax ?related data. Tax Compliance for Investment … more
