- 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
- Creative Financial Staffing (San Francisco, CA)
- Senior Tax Manager- Family Office Clients Responsibilities: Act as point of contact and relationship manager for client, family, and outside service providers. ... in developing integrated solutions utilizing a broad range of services including tax , estates and trusts, insurance and risk management , and philanthropy.… 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 ... one or a combination of the following: commercial real estate, low-income housing tax credit investment , asset management , underwriting, lending, or… 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 Corp (San Francisco, CA)
- …services (eg, personal trusts, living trusts, wills, investment management , custody, financial consulting, estate and tax planning).. Maintains ... Senior Wealth Strategist-Client Sales Director page is loaded...(eg, personal trusts, living trusts, wills, investment management , custody, financial consulting, estate and tax … 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
- Delivering Innovation in Supportive Housing (DISH) (San Francisco, CA)
- …accurate monthly, quarterly, and annual financial reports for the Executive Director, Senior Management Staff, Board of Directors, and other stakeholders as ... SUMMARY:The Chief Financial Officer (CFO) has overall financial management responsibility for DISH - alongside dedicated staff, Board, and partners - to ensure the… 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
- Atlas Venture (San Francisco, CA)
- …strong relationships with internal and external business leaders to advise the senior management team on financial matters related to the business.Oversee ... view for leadership and drive competing priorities.Provide development, oversight, and management of the organization's cash and investment strategy.Monitor 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
- 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
- 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
