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Financial Analyst Salary in San Francisco, CA

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Technology Investment Banking Summer 2024 Analyst Program
Cantor Fitzgerald, San Francisco
Job Title: 2024 Technology Investment Banking Summer Analyst ProgramLocation: San Francisco, CA, In officeFirm Overview:Cantor Fitzgerald is a diversified company primarily specializing in financial and real estate services for institutional and corporate customers operating in the global financial and commercial real estate markets. Since 1945, we have successfully built a well-capitalized business across multiple business lines, with numerous market-leading financial services and commercial real estate businesses. We have been at the forefront of financial and technological innovation in our industries while developing new markets and providing superior service to thousands of customers globally. At Cantor, our employees are our greatest asset. We look for individuals who are driven, intellectually engaged, team oriented and have a real desire to make an impact.Responsibilities:The summer analyst program is scheduled to begin in June 2024 in San Francisco and will run for 10 weeks.Junior Bankers will work specifically in the technology coverage group, meaning during your internship, you will be staffed on technology related pitches, live deals and other long-term projects supporting our client calling efforts. Whenever possible, interns will be invited to travel to client meetings. Our intention is for you to be exposed to the exact kind of work and assignments full-time analysts see on a regular basis. This includes, but is not limited to:• Learning how to put together a company overview, annotated stock price chart and Wall Street analyst summary• Deciding how to select the appropriate trading comps and precedents, as well as learning how to spread a trading comp• Conducting client due diligence• Becoming familiar with the different valuation methods, including DCF and LBO analysis• Preparing offering memoranda along with other written materials, including memoranda to senior managementDevelopment:Technology Investment Banking Summer Analysts will be provided with the tools and training they need to develop and help grow their careers. Summer Analysts are provided ample opportunities to network with colleagues both in the Investment Bank and across other businesses of Cantor Fitzgerald. Midway through the summer, you will be given constructive feedback on your performance and receive the support you need to ensure you walk away with a solid understanding of our business and your potential place here at Cantor. Depending on your performance, you may receive an offer to return to Cantor's San Francisco Technology Investment Banking group in a full-time position post-graduation.Qualifications:All undergraduate students, regardless of major or area of study, with a minimum GPA of 3.4 and an anticipated graduation date between December 2024 and June 2025 are invited to apply. We typically look for the following in our candidates:• Previous internships in a professional services or financial services industry• Strong analytical and quantitative skills• Strong critical thinking skills, with the ability to take instruction and run with projects• The ability to work in a team environment but also thrive in an entrepreneurial culture• Outstanding interpersonal and presentation skills to work in a client oriented atmosphere• Self-starters who display initiative, drive, motivation and leadershipSalary: $20.00 - $25.00/hourThe expected base salary for this position ranges from $20.00 to $25.00 an hour. The actual base salary will be determined on an individualized basis taking into account a wide range of factors including, but not limited to, relevant skills, experience, education, and, where applicable, licenses or certifications held. In addition to base salary and a competitive benefits package, this position may be eligible for additional types of compensation including discretionary bonuses and other short- and long-term incentives (e.g., deferred cash, equity, etc.).
Senior Analyst, Financial Planning & Analysis
Kendo Brands, San Francisco
Job DescriptionABOUT KENDOKendo Holdings, Inc. is a San Francisco-based beauty brand developer and wholesaler owned by LVMH Moët Hennessy - Louis Vuitton, the world's largest luxury group. A play on the words "can do", Kendo has become the hub of creativity and next generation beauty product development for global Sephora channels and selective retailers outside of Sephora.Through original development, collaborations and acquisitions the Kendo stable of brands will always be creative, inspiring and innovative. A dynamic engine of speed, expertise and market-savvy, the Kendo team continues to redefine the beauty industry through great product, great storytelling, great retail and direct-to-consumer partnerships. This shows up in everything we do and in what we stand for:"Can Do" Spirit: We work together to make our wildest dreams a reality: As entrepreneurs, we embrace optimism and find creative ways to reach our goalsAdvocacy, Diversity, and Inclusion: We recognize and celebrate the full spectrum of personal identities. We create safe spaces so everyone's voice is heard. We listen with humility and act with courage.Storytelling: We tell authentic stories like no, one else. It's our key to inspire trust and build relationships, rallying, our people, partners, and consumers around our brands.Resilience: We embrace challenges as opportunities. Change is ever- constant, and agility is our strength.Product Excellence: We put the consumers first: We constantly raise the bar to create products of the highest quality that everyone just has to have.The salary range for this position is $78,378 - $97,972 per year based upon a San Francisco location. Offered salary is dependent upon experience and location. Kendo Total Rewards offerings also include an annual bonus and a comprehensive benefits package including: medical, dental and vision insurance, flex paid time off program, parental leave, employee discount/perks, a retirement plan with employer contributions, Summer Fridays, opportunity to work from anywhere for two weeks in the summer and July and December wellness/shutdown weeks for applicable positions.The Kendo house of brands currently includes: Fenty Beauty, Fenty Skin, KVD Beauty, Lip Lab, Ole Henriksen.SummaryThe Sr Analyst, FP&A role will collaborate with Sales, Brand Management, Marketing, and internal Finance/Accounting on the financial planning and analysis for Fenty Skin & Fenty Fragrance. The individual will assist with analyses and management of full P&L from sales down to operating profit. The position will also be key in driving process and systems changes related to trade spend management. The ideal candidate will be a strong communicator and collaborator, who can dissect data in an organized and cogent manner. This role will report directly to the Director, FP&A. ResponsibilitiesCollaborate with Sales, Marketing, Brand, and internal Finance teams to track and forecast monthly operational expenses (Trade Allowances, Selling, Marketing, and G&A).Partner with global Sales and Brand teams to monitor and analyze efficiency of trade spend including but not limited to Markdowns/Promotions, Returns, Testers and Damages. Identify levers for improved ROI. Conduct monthly actuals vs. forecast variance analysis and provide meaningful insight into drivers.Work with Accounting on month end close activities, including preparation of expense accruals.Participate in FP&A process initiatives and system implementations. Key lead in shaping new process and system for trade spend management.Collaborate with business partners to develop and manage Budget and Budget revisions that support Brand profit objectives.Prepare monthly Brand financial forecast reviews to include risk and opportunities and call to action at global level.Build financial models to analyze investment decisions and assess new and existing market opportunities.Identify and drive global cost optimization projects for operational investments.Assist with preparing presentations for Brand leaders and executives.Requirements College degree is required, preferably with a major in Accounting or Finance or equivalent.Minimum 3-5 years of experience in finance, ideally in consumer products and/or beauty.Advanced knowledge of financial and analytical concepts, practices, and procedures in Retail and Ecommerce environment is preferred.Excellent communicator and collaborator across multiple functions and management levels with a service-oriented approach.Proven financial modeling capabilities.Strong Excel and PowerPoint skills.Preferred experience with AX, Anaplan, Power BI, and/or ability to learn and/or ability to adapt to in-house system applications.Must be curious, accurate, and detail oriented.Must bring a positive attitude with fresh eyes and an appetite for change management.Must work well in a fast paced, team-oriented, and dynamic environment.
Senior Financial Analyst, Corp Functions
Gap Inc., San Francisco
About Gap Inc. Our brands bridge the gaps we see in the world. Old Navy democratizes style to ensure everyone has access to quality fashion at every price point. Athleta unleashes the potential of every woman, regardless of body size, age or ethnicity. Banana Republic believes in sustainable luxury for all. And Gap inspires the world to bring individuality to modern, responsibly made essentials.     This simple idea—that we all deserve to belong, and on our own terms—is core to who we are as a company and how we make decisions. Our team is made up of thousands of people across the globe who take risks, think big, and do good for our customers, communities, and the planet. Ready to  learn fast, create with audacity and lead boldly? Join our team.About the RoleWe're looking for a Sr. Financial Analyst supporting Legal & Finance to join our team. This is a unique opportunity with direct access and exposure to the Chief Legal and Compliance Officer and the Chief Financial Officer as well as their leadership teams. In this role, you will have the opportunity to work alongside our other FP&A team members to aid in decision making, improve profitability, and help drive our business forward. This role will be critical in supporting the leaders within Legal and Finance in managing their budgets and making investment decisions. This role also heavily supports the monthly forecast process, annual budget process, as well as driving process and tool improvement.What You'll DoLead the coordination, organization and execution of financial planning and analysis activities for Finance & Legal, including budgeting, forecasting, month-end close, financial reporting, and business case support. Perform financial analysis and decision support activities in assessing business implications of decisions, contribute ideas and solutions to business challenges. Own the monthly forecast process, driving timelines and deliverables, consolidating and reviewing forecasts and presenting key themes to leadership.Support several areas within Legal and Finance during the monthly forecast and annual budget process, providing decision support to leaders in making investment decisions.Provide analytical support on forecast position, risks and opportunities.Proactively drive continuous process improvement and process/tool refinement.Develop and maintain effective relationships with business partners and cross-functional teams at all levels of the organization through collaboration.Who You AreStrong financial background; exceptional analytical and modeling skills; working knowledge of financial statementsProven ability to interpret and synthesize data and clearly communicate complex ideas, Results oriented with keen attention to detail, ability to work independentlyAbility to develop partnerships and influence at all levels of the organizationAbility to function in a fast paced environment with evolving business needs and have strong organizational, project and time management skillsTechnical knowledge of Excel, Hyperion Essbase and PowerPointPrevious FP&A experience a plusBachelor degree in Finance, Economics, or related field; 3-4+ years of working experienceBenefits at Gap Inc. Merchandise discount for our brands: 50% off regular-priced merchandise at Old Navy, Gap, Banana Republic and Athleta, and 30% off at Outlet for all employees. One of the most competitive Paid Time Off plans in the industry.* Employees can take up to five “on the clock” hours each month to volunteer at a charity of their choice.* Extensive 401(k) plan with company matching for contributions up to four percent of an employee’s base pay.* Employee stock purchase plan.* Medical, dental, vision and life insurance.* See more of the benefits we offer. *For eligible employeesGap Inc. is an equal-opportunity employer and is committed to providing a workplace free from harassment and discrimination. We are committed to recruiting, hiring, training and promoting qualified people of all backgrounds, and make all employment decisions without regard to any protected status. We have received numerous awards for our long-held commitment to equality and will continue to foster a diverse and inclusive environment of belonging. In 2022, we were recognized by Forbes as one of the World's Best Employers and one of the Best Employers for Diversity.Salary Range: $90,600 - $120,200 USDEmployee pay will vary based on factors such as qualifications, experience, skill level, competencies and work location. We will meet minimum wage or minimum of the pay range (whichever is higher) based on city, county and state requirements.US CandidatesPlease note that effective, June 30, 2022, Gap Inc. will no longer require any of its employees to wear face masks or require proof of COVID vaccination, unless required by local or state/provincial mandates or as part of Gap Inc's quarantine guidelines after being exposed to or testing positive for COVID. Therefore, please disregard any language in any job posting that refers to Gap Inc.'s face mask and proof of vaccination policy as said policy is no longer effective.
Senior Financial Analyst
Amazon, San Francisco, CA, US
DESCRIPTIONIf you are interested in this position, please apply on Twitch's Career site https://www.twitch.tv/jobs/en/About UsLaunched in 2011, Twitch is a global community that comes together each day to create multiplayer entertainment: unique, live, unpredictable experiences created by the interactions of millions. We bring the joy of co-op to everything, from casual gaming to world-class esports to anime marathons, music, and art streams. Twitch also hosts TwitchCon, where we bring everyone together to celebrate, learn, and grow their personal interests and passions. We're always live at Twitch. Stay up to date on all things Twitch on LinkedIn, Twitter and on our Blog.About the Role:The Advertising Finance team, part of Twitch's Financial Planning and Analysis organization, partners with Twitch's advertising monetization and product groups to guide financial decisions and provide insights. You will provide visibility into Twitch's financial performance and strategic programs. You will develop an understanding of our business to create recommendations to affect our trajectory. You will report into our Director, Monetization Finance.You can work in San Francisco, CA; Irvine, CA; New York, NY and Seattle; WA.You Will:- Guide primary financial models related to revenue, sales, advertising supply, and other projects- Partner with leadership to understand existing data, agree on definitions and data sources and build automation of agreed-upon metrics- Bring clear analyses to senior management and translate those findings into strategic recommendations that allow the company to meet its monthly, quarterly and annual targets- Work with Product and Sales collaborators to dive into drivers of the business, including viewership, sales bookings and pipeline, cost of sales and new products.- Develop and monitor key performance indicators, highlighting trends and explaining the causes of unexpected variances- Conduct ad hoc financial modeling and analysisPerks- Medical, Dental, Vision & Disability Insurance- 401(k)- Maternity & Parental Leave- Flexible PTO- Amazon Employee Discount- Monthly Contribution & Discounts for Wellness Related Activities & Programs (e.g., gym memberships, off-site massages, etc.)We are open to hiring candidates to work out of one of the following locations:Irvine, CA, USA | New York, NY, USA | San Francisco, CA, USA | Seattle, WA, USABASIC QUALIFICATIONS- Bachelor's degree in Finance, Accounting, Engineering or similar major- 3+ years experience in finance/accounting, banking, or consulting- Can maintain complex spreadsheets and own modeling, issue-prioritization and strategic framing.- Can integrate and model vast amounts of data and make relevant decisions- Highest standards of accuracy and fidelity- Comfortable working with all levels of management- Can work across several parallel projects without compromising work qualityPREFERRED QUALIFICATIONS- Experience working in Advertising/Media/Entertainment- 1+ year experience SQL- 1+ year experience utilizing TableauWe are an equal opportunity employer and value diversity at Twitch. We do not discriminate on the basis of race, religion, color, national origin, gender, gender identity, sexual orientation, age, marital status, veteran status, or disability status, or other legally protected status.Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.Our compensation reflects the cost of labor across several US geographic markets. The base pay for this position ranges from $56,900/year in our lowest geographic market up to $128,800/year in our highest geographic market. Pay is based on a number of factors including market location and may vary depending on job-related knowledge, skills, and experience. Amazon is a total compensation company. Dependent on the position offered, equity, sign-on payments, and other forms of compensation may be provided as part of a total compensation package, in addition to a full range of medical, financial, and/or other benefits. For more information, please visit https://www.aboutamazon.com/workplace/employee-benefits. This position will remain posted until filled. Applicants should apply via our internal or external career site.
Investor Relations Analyst
Evolve Talent Partners, San Francisco
Analyst, Investor ServicesSan Francisco, CAInvestment management firm focused on primary commitments to venture funds, LP and direct secondaries, and direct investments, is seeking an Investor Services Analyst.The Investor Relations team at this firm is responsible for asset gathering and strategy, investor services and marketing. As a member of the IR team, the Associate will contribute to the production of marketing and investor materials and fulfill a variety of investor reporting and requests.Primary responsibilities:Produce and assist with the production of marketing and investor collateral including: Quarterly LP letters, Webinar and AGM decksPresentation pitch decks for all funds for both existing and prospective investorsDraft PPM's for new funds with assistance from senior management Curate and lead Website content, blog posts, white papers, Tweets, LinkedIn, and additional social mediaAd hoc update materials for existing investorsCoordinate and contribute to responses to RFPs/DDQs and existing investor communicationCoordinate with other internal departments including Finance, Legal and Investments, and external service providers such as fund administrators and compliance, to produce accurate reporting and timely service to investors and prospective investorsField and fulfill various investor requests, reports and queriesOther duties as assignedPreferred Qualifications:2+ years of institutional asset management experience and applicable undergraduate college degree; or equivalent combination of education and experience.An understanding of venture capital and/or private equity investments, funds mechanics and performance metricsEffective communicator and ability to write clearly and concisely, particularly by telling a story through presentation materialsStrong analytical skills, with an ability to present data effectively through written materialMastery of Microsoft Office products including Excel, PowerPoint and WordExceptionally detail-oriented and ability to multi-taskA strong work ethic and client-focused mindsetDemonstrated leadership and organizational skillsStrong interpersonal skills and a demonstrated commitment to teamworkFamiliarity with pooled vehicle reporting materials such as Capital Account Statements and Audited Financial Statements
Analyst, Planning Integration and Analysis: Old Navy
Old Navy, San Francisco
About Old Navy Forget what you know about old-school industry rules. When you work at Old Navy, you’re choosing a different path. From day one, we’ve been on a mission to democratize fashion and make shopping fun again. Our teams make style accessible to everyone, creating high-quality, must-have fashion essentials for the whole family, with love, season after season. We opened our first store in 1994 in San Francisco and have been on a roll ever since. We cultivate a community of playful personalities that thrive in a fast-paced environment where our employees can be their most authentic selves. Here, we’re family.About the RoleIn this role you will be a part of the Omnichannel Planning Management & Analytics team that develops and communicates key actionable insights to assortment and product planning. You will develop tools, analyze, and manage data, and drive strategies that support merchandising and planning leadership. You are passionate about using data & analytics in a retail environment and guiding customer driven decisions. Curiosity and storytelling will serve you well, and a collaborative mindset is a must. Clear, focused communication needed, including an ability to simplify complex topics.What You'll DoDevelop and run repeatable analytics to inform seasonal assortment decisions aligned with milestone calendar, including assortment breadth.Focus on Omni assortment, while isolating meaningful variants for customer groups.Tracking assortment plan against targets during assortment planning cycle.Use your technical and analytical skills to analyze opportunity areas in the business and make clear actionable recommendations for our cross functional partners.Partner with Merchandising and Planning teams to continuously improve process and compliance.Simplify and automate processes that are easily repeatable, and value driven.Who You AreSystems and Tools Acumen: Advanced in Microsoft Excel including advanced macros, database building & management. Coding experience preferred. Experienced and comfortable with retail math and basic modeling.Financial and Business Acumen: Ability to evaluate financial and business indicators and translate data into actionable information to drive results.Problem Solving & Decision Quality: Able to use rigorous logic and some statistical methods to solve problems.Collaboration: Able to build constructive and effective relationships with a broad and diverse group of business partners.Possess strong organizational and time management skills.Demonstrate strong listening, written and oral communication skills.Effective teamwork and partnership.Previous experience working in Apparel retail Merchandising, Buying, or Merchandise Planning teams is highly desirable.2-3 years of demonstrable experience identifying opportunities and driving actions in apparel retail, beauty, or CPG environments.BA/BS degree required. Emphasis on business, supply chain, mathematics, industrial engineering, or economics.Benefits at Old Navy Merchandise discount for our brands: 50% off regular-priced merchandise at Old Navy, Gap, Banana Republic and Athleta, and 30% off at Outlet for all employees. One of the most competitive Paid Time Off plans in the industry.* Employees can take up to five “on the clock” hours each month to volunteer at a charity of their choice.* Extensive 401(k) plan with company matching for contributions up to four percent of an employee’s base pay.* Employee stock purchase plan.* Medical, dental, vision and life insurance.* See more of the benefits we offer. *For eligible employeesGap Inc. is an equal-opportunity employer and is committed to providing a workplace free from harassment and discrimination. We are committed to recruiting, hiring, training and promoting qualified people of all backgrounds, and make all employment decisions without regard to any protected status. We have received numerous awards for our long-held commitment to equality and will continue to foster a diverse and inclusive environment of belonging. In 2022, we were recognized by Forbes as one of the World's Best Employers and one of the Best Employers for Diversity.Salary Range: $66,300 - $84,500 USDEmployee pay will vary based on factors such as qualifications, experience, skill level, competencies and work location. We will meet minimum wage or minimum of the pay range (whichever is higher) based on city, county and state requirements.US CandidatesPlease note that effective, June 30, 2022, Gap Inc. will no longer require any of its employees to wear face masks or require proof of COVID vaccination, unless required by local or state/provincial mandates or as part of Gap Inc's quarantine guidelines after being exposed to or testing positive for COVID. Therefore, please disregard any language in any job posting that refers to Gap Inc.'s face mask and proof of vaccination policy as said policy is no longer effective.
Financial Risk Analyst
Insight Global, San Francisco
**This is a 4-month contract for someone on maternity leave**Must be currently living in San Francisco or comfortable commuting 3 days a week.Pay rate: $33/hrRequired Skills and Experience *-2+ years of experience in Risk Analysis-Intermediate to advanced skillset in excel.-VLOOKUP, pivot tables, and data analysis-Strong ability to understand, analyze and summarize financial statements.-Prior experience with annual reports as well as abbreviated financial statements-Experience with both US and international currencies & formats. EXPERIENCE-Experience using S&P Capital IQ (strongly preferred)-Experience with Microsoft suite (word, excel, PowerPoint, outlook)-Excellent written/oral communicationNice to Have Skills and ExperienceExperience with financial modeling is a plusJob Description *Insight Global is searching for a Risk Analyst to join a top client in the Container Leasing and Logistics industry on a temporary basis. As a Risk Analyst, you would play a crucial role in assessing and managing potential risks within the financial sector. Your analytical skills and business acumen contribute to informed decision-making, risk mitigation, and overall organizational success.Responsibilities:1. Risk Assessment and Analysis:• Evaluate financial data, market trends, and investment portfolios to identify potential risks.• Utilize advanced analytical tools and models to quantify risk exposure.• Collaborate with cross-functional teams to understand data requirements and tailor risk assessments accordingly.2. Reporting and Communication:* Prepare comprehensive reports on risk exposure, including visual representations and actionable insights.* Communicate findings to stakeholders, providing recommendations to minimize risk.* Present complex information in a clear and concise manner.3. Risk Mitigation Strategies:* Propose risk-reduction strategies, such as diversification, hedging, and currency management.* Monitor risk levels and adjust strategies as needed.* Stay informed about industry regulations and best practices.4. Financial Modeling and Forecasting:* Develop financial models to simulate various scenarios and assess potential outcomes.* Forecast risk impact on financial performance.* Assist in strategic planning by providing risk-related insights.Compensation: $32/hr to $34/hr. Exact compensation may vary based on several factors, including skills, experience, and education.Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.
Analyst, Real Estate - Cap Mkts
NEWMARK, San Francisco
JOB DESCRIPTION We are seeking a candidate with 3+ years of experience in commercial real estate to work as a Capital Markets Analyst directly with the Capital Markets group in Denver. The candidate will gain a high degree of exposure and will have the opportunity to be involved in every stage of the transaction including underwriting, market research, property tours, preparation of offering memorandums, marketing and term sheet negotiation, and client meetings / events. The ideal candidate possesses strong analytical skills, including a deep understanding of the commercial real estate underwriting and due diligence process, a high degree of initiative, a desire to continuously learn and the ability to thrive in a fast-paced, detail-oriented team environment.RESPONSIBILITIES Financial modeling and underwriting prospective assignments (individual or portfolios of investment properties to include but not limited to industrial, office, retail, multi-family, hospitality and land)Assisting with due diligence required for underwriting and marketing (review and abstracting of leases, appraisals, property condition reports, environmental reports, income and expense statements, rent rolls, mortgage notes, title searches, etc.)Assisting in obtaining revenue and asset's acquisition/ disposition information Reviewing, consolidating and summarizing information for valuation and marketing purposesCoordinating financial analysis matters with other departments, locations and divisionsDeveloping offering and presentation packagesResearching for comparable sold and for-sale listings as well as submarket statistics such as competitive inventory, availability, lease rates, etc.Assisting with public records research for potential assignment opportunitiesMay perform other duties as assignedQUALIFICATIONS Skills, Education and Experience:Bachelor's degree or MBA in Real Estate, Economics, Finance, Mathematics, Statistics3-5 years of commercial real estate, private equity, or investment banking experience with an emphasis in financial modelingAdvanced knowledge of Argus Enterprise and ExcelHigh-level understating of financial concepts such as IRR, NPV, Cash-on-Cash, ResidualProficient technical writing skillsAbility to gather key takeaways for real estate transactions and recapitalizations from analyzing qualitative and quantitative informationKnowledge of CoStar, Real Estate Capital Analytics, Axiometrics and other real estate data sources is a plusKnowledge of loan documents and terminologyExperienced with Word, PowerPoint, Outlook, and TeamsWorking Conditions: Normal working conditions with the absence of disagreeable elements.Salary: $65000 - $75000 anuallyThe expected base salary for this position ranges from $65000 to $75000 annually. The actual base salary will be determined on an individualized basis taking into account a wide range of factors including, but not limited to, relevant skills, experience, education, and, where applicable, licenses or certifications held. In addition to base salary and a competitive benefits package, this position may be eligible for additional types of compensation including discretionary bonuses and other short- and long-term incentives (e.g., deferred cash, equity, etc.).Note: The statements herein are intended to describe the general nature and level of work being performed by employees and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified.Newmark is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex including sexual orientation and gender identity, national origin, disability, protected Veteran Status, or any other characteristic protected by applicable federal, state, or local law.
Business Analyst - Finance
Pozent, San Francisco, CA, US
Local Candidates required.Job Description :In the role as Business Analyst, you will be involved in the full development lifecycle and will work closely with all stakeholders during the conceptual, design, development, and production stages of each project. In this role, you must possess the ability to discuss, manage, document and present your work and design decisions effectively to varied audiences. You will also perform complex statistical analyses that apply to initiatives to support business strategies. Additionally, broad-based business and analytics knowledge is required in order to anticipate emerging issues and be able to recommend subsequent strategies and business directions.Role & ResponsibilitiesGather business requirements from existing documentation and from meetings with stakeholdersConducts stakeholder interviews with a focus on business/process requirementsDocumenting net-new business requirements based on stakeholder interviewsMapping current business requirements to future business requirementsTransitioning business requirements to data architects for their technical specificationOwning documentation and maintaining such on SharePointCreate swim-lane/workflow documentation to capture cross-functional activitiesCreate diagrams to depict various business states e.g.Visio, PowerPoint)Required Qualifications:Experience in banking and familiarity with regulatory reporting and compliance7 + years of experience in any of the following: credit cards, mortgage and home lending, retail banking, financial lending, loans, lines of credit, retirement planning, estate/wealth management, collectionsKnowledgeable in at least one compliance area: BASEL, SOX, AML, FDIC, OCC, CFPB, FCPA, FATCAFamiliar with data analytics, reporting, dashboardStrong written and verbal skillsAbility to work individually and in groups- Bachelors degree in Finance, Accounting Business Administration, Economics, Information Systems, Applied Mathematics or a related field or equivalent education and experience
Strategy Analyst
Cushman & Wakefield, San Francisco
Job Title Strategy Analyst Job Description Summary This unique role will be focused on delivering real estate and business advisory services to some of the world's most innovative companies. The advisory work delivered by this talented analyst will have a meaningful impact on key clients and will include location strategy, incentives procurement, portfolio intelligence, and human capital advisory.As part of a high-performing team, this individual will deliver best-in-class real estate and operational solutions. This client-facing role will play a vital part in managing multiple priorities including research and analysis, financial modeling, and business case analysis. This is a dynamic opportunity for an intellectually curious professional focused on delivering significant results for great companies. Job Description Responsibilities• Prepare complex market analysis for a broad range of real estate strategic initiatives. • Create scenario models illustrating holistic business impact of location decisions (real estate, current and future talent, tax/regulatory landscape, and other operating considerations). • Develop comprehensive slide decks, memorandums, etc. summarizing the financial impact of various operational and real estate scenarios. • Complete and support regular and ad-hoc reporting including informal and formal documents, reports, graphs, charts and presentations. • Gather and evaluate economic, demographic, labor and real estate market data to support complicated location analysis engagements • Simultaneously manage multiple projects under tight deadlines. • Developing KPI's, metrics and reporting processes for clients, including creating and maintaining dashboards. • Act as project manager for client initiatives and deliverables.Qualifications • Bachelor's degree (Business, Finance or related field preferred).• 2+ years of management consulting, finance, real estate, or equivalent experience in an innovative environment. • Advanced proficiency in Excel and financial modeling experience.• Experience working with Data Visualization tools such as Tableau/Power BI to digest, summarize and present large data sets for executive level presentations. • Highly effective problem solving and analytical skills (gathering, synthesizing, and analyzing complex qualitative data as well as experience building business processes). • Outstanding client facing skills and strong intellectual curiosity. • Experience in a client-serving environment and/or working on consulting teams is a plus. • Ability to proactively manage multiple commitments and tasks simultaneously to meet deadlines. • Attention to detail with emphasis on accuracy and quality. Note: This position requires compliance with our COVID related protocols, which may also include client-specific requirements. This might include, but is not limited to, either providing documentation of full vaccination as per CDC guidelines or agreeing to regular COVID testing. Cushman & Wakefield also provides eligible employees with an opportunity to enroll in a variety of benefit programs, generally including health, vision, and dental insurance, flexible spending accounts, health savings accounts, retirement savings plans, life, and disability insurance programs, and paid and unpaid time away from work. In addition to a comprehensive benefits package, Cushman and Wakefield provide eligible employees with competitive pay, which may vary depending on eligibility factors such as geographic location, date of hire, total hours worked, job type, business line, and applicability of collective bargaining agreements.The compensation that will be offered to the successful candidate will depend on factors such as whether the position is covered by a collective bargaining agreement, the geographic area in which the work will be performed, market pay rates in that area, and the candidate's experience and qualifications.The company will not pay less than minimum wage for this role.The compensation for the position is: $63,750.00 - $75,000.00Cushman & Wakefield provides equal employment opportunity. Discrimination of any type will not be tolerated. Cushman & Wakefield is an Equal Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability, protected veteran status or any other characteristic protected by state, federal, or local law.In compliance with the Americans with Disabilities Act Amendments Act (ADAAA), if you have a disability and would like to request an accommodation in order to apply for a position at Cushman & Wakefield, please call the ADA line at 1-888-365-5406 or email [email protected] . Please refer to the job title and job location when you contact us.