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Financial Solutions Advisor Salary in San Francisco, CA

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Senior Associate - Transaction Advisory/Financial Due Diligence
Alvarez & Marsal Transaction Advisory Group, LLC, san francisco
DescriptionAbout A&MCompanies, investors and government entities around the world turn to Alvarez & Marsal (A&M) for leadership, action and results. Privately held since its founding in 1983, A&M is a leading global professional services firm that provides advisory, business performance improvement and turnaround management services. When conventional approaches are not enough to create transformation and drive change, clients seek our deep expertise and ability to deliver practical solutions to their unique problems.With over 9,000 people across six continents, we deliver tangible results for corporates, boards, private equity firms, law firms and government agencies facing complex challenges. Our senior leaders, and their teams, leverage A&M's restructuring heritage to help companies act decisively, catapult growth and accelerate results. We are experienced operators, world-class consultants, former regulators and industry authorities with a shared commitment to telling clients what's really needed for turning change into a strategic business asset, managing risk and unlocking value at every stage of growth. Global Transaction Advisory Group (TAG) TAG is a subsidiary of A&M, an established leader in providing global leadership and advisory services to a variety of diverse industries. TAG professionals specialize largely in providing financial and accounting buy-side and sell-side due diligence, capital markets and accounting advisory, global transaction analytics, ESG advisory and other related M&A services for private equity, hedge funds, sovereign wealth, family office and corporate clients around the world.A&M's Transaction Advisory Group has an exciting opportunity to join a growing team in New York, Atlanta, Boston, Chicago, Denver, Dallas, Houston, Miami, Nashville, Los Angeles and San Francisco.We are seeking a Senior Associate to bring their energy, passion, and expertise to help our clients get the answers they need to the get the deal done. We provide private equity and corporate clients buy side and sell side financial accounting due diligence. TAG professionals actively engage in assessing a target's quality of earning, analyzing cash flows, reviewing working capital, identifying key business drivers, reviewing forecasts, and conducting comprehensive discussions with management and their advisors.What will you be doing?As a Senior Associate, you will have the opportunity to work with our highly motivated and effective team of professionals on a variety of interesting projects across different industries including but not limited to manufacturing, distribution, consumer, retail, restaurants, business and industrial services as well as healthcare, software & technology, energy and financial services. You will gain exposure to our integrated due diligence approach that goes beyond traditional quality of earning analyses and focus on key value drivers for sponsors and lenders. Our integrated due diligence approach combines our deep operational, functional and industry expertise with Big Four quality financial accounting and tax services to drive value throughout the investment lifecycle.Responsibilities include:Assist with core financial due diligence, helping to identify key risks and potential deal breakers, assess the strengths and weaknesses of the business against industry benchmarks, and aid in the evaluation of the potential transaction in the context of their clients' investment strategy.Analyze detailed financial statement information including income statement, balance sheet, cash flow and key operational data. Synthesize and convert the data into meaningful information that is used to drive discussions with target management and drive observations and conclusions.Assess the quality of the target company's reported earnings, net assets and cash flows.After an investigative analysis, assist in the construction of deal-oriented reports and presentations for clients that highlight the key financial, commercial and other findings facing investments and the drivers behind maintainable profits and cash flows. Aid the team in further articulating how such findings should be incorporated into the client's valuation and sale, purchase agreement and provide other negotiating pointsParticipate in meetings and conference calls with target company management and with client personnel and serve as a secondary point of contact for client personnel with respect to day-to-day execution matters.Be actively involved in building and maintaining client relationships and other business development opportunities. Who will you be working with? We are not a typical consulting firm. We are a group of entrepreneurial accounting professionals who embody the A&M Core Values - integrity, quality, objectivity, fun, personal reward, and inclusive diversity while delivering a tailored and scalable approach to working with private equity, hedge fund, and corporate clients. We present you with opportunities, not a playbook, and we reward you based on performance, not your tenure. How will you grow and be supported? As a demonstration of A&M's strong commitment to its people, we offer benefits to support your career, personal and professional developments. This includes performance-based career progression and promotion process, high quality practice-wide training programs, a global mobility program, rotation opportunities in other practice areas, employee resource groups, and a health and wellness program. Click here to learn about our commitment to your well-being. A&M recognizes that our people fuel our growth, and you and your team will be provided with the best available training and development resources, as well as networking opportunities. Click here to learn more about why A&M is a great place to work. Qualifications: A minimum of 2-4 years of audit and financial accounting due diligence experience at a top accounting firm, with a minimum of 1 year of that experience in financial due diligence Bachelor's or Master's degree in Accounting and/or related major Certified Public Accountant (CPA) or in the process of obtaining one Working knowledge of US GAAP and SEC reporting High proficiency in Excel and PowerPoint Excellent interpersonal and communication skills Strong project management skills Flexibility to work as both a team member and as an individual contributor Ability to thrive and be effective in fast-paced settings The base salary is $130,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography. In addition, A&M offers a discretionary bonus program which is based on a number of factors, including individual and firm performance. Please ask your recruiter for details.Regular employees working 30 or more hours per week are also entitled to participate in Alvarez & Marsal Holdings' fringe benefits consisting of healthcare plans, flexible spending and savings accounts, life, AD&D, and disability coverages at rates determined from time to time as well as a 401(k) retirement plan. Provided the eligibility requirements are met, employees will also receive a discretionary contribution to their 401(k) from Alvarez & Marsal. Click here for more information regarding A&M's benefits programs.Alvarez & Marsal recruits on an ongoing basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) that they are qualified for and that are of interest to them.#LI-JL1
Associate - Transaction Advisory/Financial Due Diligence
Alvarez & Marsal Transaction Advisory Group, LLC, san francisco
DescriptionAbout A&MCompanies, investors and government entities around the world turn to Alvarez & Marsal (A&M) for leadership, action and results. Privately held since its founding in 1983, A&M is a leading global professional services firm that provides advisory, business performance improvement and turnaround management services. When conventional approaches are not enough to create transformation and drive change, clients seek our deep expertise and ability to deliver practical solutions to their unique problems.With over 9,000 people across six continents, we deliver tangible results for corporates, boards, private equity firms, law firms and government agencies facing complex challenges. Our senior leaders, and their teams, leverage A&M's restructuring heritage to help companies act decisively, catapult growth and accelerate results. We are experienced operators, world-class consultants, former regulators and industry authorities with a shared commitment to telling clients what's really needed for turning change into a strategic business asset, managing risk and unlocking value at every stage of growth. Global Transaction Advisory Group (TAG) TAG is a subsidiary of A&M, an established leader in providing global leadership and advisory services to a variety of diverse industries. TAG professionals specialize largely in providing financial and accounting buy-side and sell-side due diligence, capital markets and accounting advisory, global transaction analytics, ESG advisory and other related M&A services for private equity, hedge funds, sovereign wealth, family office and corporate clients around the world.A&M's Transaction Advisory Group has an exciting opportunity to join a growing team in New York, Atlanta, Boston, Chicago, Denver, Dallas, Houston, Miami, Nashville, Los Angeles and San Francisco.We are seeking an Associate to bring their energy, passion, and expertise to help our clients get the answers they need to the get the deal done. We provide private equity and corporate clients buy side and sell side financial accounting due diligence. TAG professionals actively engage in assessing a target's quality of earning, analyzing cash flows, reviewing working capital, identifying key business drivers, reviewing forecasts, and conducting comprehensive discussions with management and their advisors.What will you be doing?As an Associate, you will have the opportunity to work with our highly motivated and effective team of professionals on a variety of interesting projects across different industries including but not limited to manufacturing, distribution, consumer, retail, restaurants, business and industrial services as well as healthcare, software & technology, energy and financial services. You will gain exposure to our integrated due diligence approach that goes beyond traditional quality of earning analyses and focus on key value drivers for sponsors and lenders. Our integrated due diligence approach combines our deep operational, functional and industry expertise with Big Four quality financial accounting and tax services to drive value throughout the investment lifecycle.Responsibilities include:Assist with core financial due diligence, helping to identify key risks and potential deal breakers, assess the strengths and weaknesses of the business against industry benchmarks, and aid in the evaluation of the potential transaction in the context of their clients' investment strategy.Analyze detailed financial statement information including income statement, balance sheet, cash flow and key operational data. Synthesize and convert the data into meaningful information that is used to drive discussions with target management and drive observations and conclusions.Assess the quality of the target company's reported earnings, net assets and cash flows.After an investigative analysis, assist in the construction of deal-oriented reports and presentations for clients that highlight the key financial, commercial and other findings facing investments and the drivers behind maintainable profits and cash flows. Aid the team in further articulating how such findings should be incorporated into the client's valuation and sale, purchase agreement and provide other negotiating pointsParticipate in meetings and conference calls with target company management and with client personnel and serve as a secondary point of contact for client personnel with respect to day-to-day execution matters.Be actively involved in building and maintaining client relationships and other business development opportunities. Who will you be working with? We are not a typical consulting firm. We are a group of entrepreneurial accounting professionals who embody the A&M Core Values - integrity, quality, objectivity, fun, personal reward and inclusive diversity while delivering a tailored and scalable approach to working with private equity, hedge fund, and corporate clients. We present you with opportunities, not a playbook, and we reward you based on performance, not your tenure. How will you grow and be supported? As a demonstration of A&M's strong commitment to its people, we offer benefits to support your career, personal and professional developments. This includes performance-based career progression and promotion process, high quality practice-wide training programs, a global mobility program, rotation opportunities in other practice areas, employee resource groups, and a health and wellness program. Click here to learn about our commitment to your well-being. A&M recognizes that our people fuel our growth, and you and your team will be provided with the best available training and development resources, as well as networking opportunities. Click here to learn more about why A&M is a great place to work. Qualifications: A minimum of 2-3 years of audit experience at a top accounting firm as well as a preferred minimum 1 year of experience in a financial accounting due diligence group Bachelor's or Master's degree in Accounting and/or related major Certified Public Accountant (CPA) or in the process of obtaining one Working knowledge of US GAAP and SEC reporting High proficiency in Excel and PowerPoint Excellent interpersonal and communication skills Strong project management skills Flexibility to work as both a team member and as an individual contributor Ability to thrive and be effective in fast-paced settings The base salary is $100,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography. In addition, A&M offers a discretionary bonus program which is based on a number of factors, including individual and firm performance. Please ask your recruiter for details.Regular employees working 30 or more hours per week are also entitled to participate in Alvarez & Marsal Holdings' fringe benefits consisting of healthcare plans, flexible spending and savings accounts, life, AD&D, and disability coverages at rates determined from time to time as well as a 401(k) retirement plan. Provided the eligibility requirements are met, employees will also receive a discretionary contribution to their 401(k) from Alvarez & Marsal. Click here for more information regarding A&M's benefits programs.Alvarez & Marsal recruits on an ongoing basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) that they are qualified for and that are of interest to them.#LI-JL1
Client Advisor
Freestone Capital Management, San Francisco
Freestone is building the wealth services firm of the future. With a 25-year history of consistent growth and success, we believe making a difference happens by focusing on what truly matters to our clients. If you are passionate about helping people and serving a greater purpose in life and work, Freestone is the home for you. We are an independent wealth advisor to select families with offices in Seattle, San Francisco, Santa Barbara, Silicon Valley, and Anchorage. We provide a personalized experience combining rational, intelligent advice and sophisticated investment strategies, delivered via beautiful technology. Currently, we have over $9 billion of assets under advisement.We live our values of collaboration, commitment and continuous improvement every day and welcome new Freestoners to join us.We are searching for qualified candidates to join our San Francisco Team as a Client Advisor. Successful candidates for this position share our core values and have a demonstrated track record of excelling educationally and professionally. Our advisors can build or manage a base of high-net-worth clients to create tailored investment and wealth advisory solutions to help them focus on what truly matters.Our Core ValuesCommitment: Commitment underlines your integrity. You bring your best every day and have the courage to dedicate energy toward what truly matters.Collaboration: Collaboration fuels your innovation, creativity, and progress. Through teamwork and authentic communication, you conquer common goals while simultaneously strengthening the fabric of our culture.Continuous Improvement: You are a lifelong learner, you seek first to understand, are solution-oriented, and unequivocally open-minded.Job ResponsibilitiesDevelop and maintain informed client relationships spanning investment analysis, financial planning, tax concerns, charitable and estate planning, and ancillary servicesIdentify and document each client's unique goals and objectivesSource, establish relationships and gain commitment from perspective high net worth clientsEvaluate, implement, and manage investment solutions to meet client goals and objectivesCoordinate with clients' outside advisors, including CPA and attorneys, to help facilitate a client's holistic wealth planConduct quarterly client meetings to review and present quarterly investment results, evaluate new opportunities, and adjust client objectivesExecute business development strategies to identify and attain new clientsDevelop new and manage existing referral relationships to source new clientsExperienceBachelor's Degree or higherCFP or other industry designation preferredMinimum4-6 years in an investment management and/or financial advisory services role with demonstrated ability secure and manage client relationshipsProficiency in Microsoft Word, Excel, PowerPoint, and Outlook.Financial planning/wealth management acumen, judgment and experienceExcellent communication, listening, and relationship building skillsProactive, self-motivated approachThe expected annual base salary for this position is $125,000 - $175,000. The position may also be available to receive a discretionary bonus based on company and individual performance. Our compensation and benefits package includes medical and prescription drug coverage, 401(k) contribution matching, group life, disability, long-term care, and accidental death insurance, ten (10) scheduled paid holidays per year, and 17 days of vacation per year.Freestone is an equal opportunity employer. All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law.
Chief Financial Officer
Kingfisher HR Solutions Group, San Francisco
A leading and innovative pharmaceutical company on the verge of an exciting milestone - an Initial Public Offering (IPO) on NASDAQ. The Company specializes in developing groundbreaking healthcare solutions that address unmet medical needs. Currently seeking a highly skilled and experienced Chief Financial Officer (CFO) to lead our finance management and drive our successful IPO:Responsibilities:Financial Strategy and Leadership:Develop and implement a comprehensive financial strategy aligned with the company's overall objectives and growth plans.Provide strategic financial guidance to the executive team and board of directors, contributing to key decision-making processes.Oversee financial forecasting, budgeting, and cash flow management to ensure optimal resource allocation and financial stability.Drive financial analysis and evaluation of potential investments, partnerships, and M&A opportunities.IPO Planning and Execution:Lead the IPO planning process, collaborating with external advisors and legal counsel to ensure compliance with regulatory requirements.Manage relationships with investment banks, underwriters, auditors, and other stakeholders involved in the IPO process.Prepare financial statements, prospectus, and other documentation required for the IPO.Coordinate the due diligence process and ensure timely completion of all necessary filings and disclosures.Financial Reporting and Compliance:Establish and maintain robust financial reporting systems, ensuring accuracy, transparency, and compliance with relevant accounting standards and regulations.Provide regular and ad-hoc financial reports to the executive team, board of directors, and investors.Implement best practices for internal controls, risk management, and corporate governance.Collaborate with legal and compliance teams to ensure adherence to regulatory requirementsInvestor Relations and Stakeholder Management:Build and maintain strong relationships with investors, analysts, and shareholders, effectively communicating the company's financial performance and growth prospects.Participate in investor meetings, roadshows, and conferences to promote the company's financial story.Act as a trusted advisor to the CEO and board of directors, providing financial insights and guidance on strategic initiatives.Qualifications and Requirements:Bachelor's degree in finance, accounting, or a related field. MBA or CPA qualification is highly desirable.Extensive experience (minimum 10 years) in finance leadership roles, with a focus on investment banking and capital markets.Proven track record of leading successful NASDAQ IPO listings, preferably within the healthcare industry.Strong knowledge of US GAAP, SEC regulations, and financial reporting requirements for public companies.Experience working with Chinese healthcare companies is a significant advantage.Excellent analytical and strategic thinking abilities, with a keen eye for identifying financial risks and opportunities.Strong leadership and team management skills, with the ability to influence and motivate cross-functional teams.Exceptional communication and presentation skills, capable of effectively engaging with internal and external stakeholders.Ability to thrive in a fast-paced, dynamic environment and adapt to changing priorities.
Distinguished Cybersecurity Engineer-Cryptography (Remote Eligible)
Capital One, San Francisco
West Creek 2 (12072), United States of America, Richmond, VirginiaDistinguished Cybersecurity Engineer-Cryptography (Remote Eligible)As a Distinguished Engineer at Capital One, you will be a part of a community of technical experts working to define the future of banking in the cloud.You will work alongside our talented team of developers, machine learning experts, product managers and people leaders. Our Distinguished Engineers are leading experts in their domains, helping devise practical and reusable solutions to complex problems. You will drive innovation at multiple levels, helping optimize business outcomes while driving towards strong technology solutions.At Capital One, we believe diversity of thought strengthens our ability to influence, collaborate and provide the most innovative solutions across organizational boundaries. You will promote a culture of engineering excellence, and strike the right balance between lending expertise and providing an inclusive environment where the ideas of others can be heard and championed. You will lead the way in creating next-generation talent for Capital One Tech, mentoring internal talent and actively recruiting to keep building our community.Distinguished Engineers are expected to lead through technical contribution. You will operate as a trusted advisor for our key technologies, platforms and capability domains, creating clear and concise communications, code samples, blog posts and other material to share knowledge both inside and outside the organization. You will specialize in a particular subject area, but your input and impact will be sought and expected throughout the organization.In this role, you will work with our Cryptography Services team to build intuitive key and certificate management services that secure data and platforms across the company. You will work with our Tech partners and software engineers across various lines of business to expand our Cryptography Service offerings, advocate for secure practices internally, and support and mentor junior associates.If you are ready to provide thought leadership and build engineering excellence across Capital One's engineering teams, come join us in our mission to change banking for good.Key responsibilities:Articulate and evangelize a bold technical vision for your domainDecompose complex problems into practical and operational solutionsEnsure the quality of technical design and implementationServe as an authoritative expert on non-functional system characteristics, such as performance, scalability and operabilityContinue learning and injecting advanced technical knowledge into our communityHandle several projects simultaneously, balancing your time to maximize impactAct as a role model and mentor within the tech community, helping to coach and strengthen the technical expertise and know-how of our engineering and product communityCollaborate with partners across engineering, architecture, and product to identify opportunities to expand and enhance our Cryptography services.Integrate with the broader DE community to evangelize our services.Communicate with senior leadership to influence the team's long term strategy.Support the continued growth and maturity of the Cryptography Services team through domain-specific coaching and mentoring.Capital One is open to hiring a Remote Employee for this opportunity.Basic QualificationsBachelor's DegreeAt least 7 years of experience in software engineering and solution architectureAt least 7 years of experience in enterprise architecture and design patternsAt least 7 years of experience in software and platform engineeringAt least 5 years of experience in enterprise key management servicesAt least 5 years of experience in cloud-native servicesAt least 5 years of experience in enterprise public key infrastructurePreferred Qualifications:Master's Degree in Computer Science or a related field7+ years of experience in Enterprise Certificate Management services10+ years of experience in managing cryptographic services10+ years of experience coding in commonly used languages (Java, Python, Go, JavaScript, TypeScript, Swift)10+ years of experience in the full lifecycle of system development, from conception through architecture, implementation, testing, deployment and production support3+ years of experience with public or private cloud technologiesCapital One will consider sponsoring a new qualified applicant for employment authorization for this position.The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.New York City (Hybrid On-Site): $274,800 - $313,600 for Distinguished EngineerSan Francisco, California (Hybrid On-Site): $291,100 - $332,300 for Distinguished EngineerRemote (Regardless of Location): $232,900 - $265,800 for Distinguished EngineerCandidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter.This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan.Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.This role is expected to accept applications for a minimum of 5 business days.No agencies please. Capital One is an equal opportunity employer committed to diversity and inclusion in the workplace. All qualified applicants will receive consideration for employment without regard to sex (including pregnancy, childbirth or related medical conditions), race, color, age, national origin, religion, disability, genetic information, marital status, sexual orientation, gender identity, gender reassignment, citizenship, immigration status, protected veteran status, or any other basis prohibited under applicable federal, state or local law. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries.If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at 1-800-304-9102 or via email at [email protected]. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.For technical support or questions about Capital One's recruiting process, please send an email to [email protected] One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site.Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
Sr Partner Development Manager, COE Technology Partnerships, Horizontal Business Applications
Amazon, San Francisco, CA, US
DESCRIPTIONManage elite strategic global AWS technology partners in the business applications segment. Help partners build, market, and sell with AWS by driving C-level and field sales relationships; guide the development and launch of joint solutions; and execute joint go-to-market plans globally. The ideal candidate will have both a business background that enables them to engage at the CXO level, as well as a sales background that enables them to manage joint go-to-market efforts and to easily interact with enterprise customers. Key job responsibilitiesYou will need to establish and grow business and technical relationships while managing the day-to-day partner interactions, driving top line revenue growth and overall market adoption of partner solutions on AWS. This person should have a demonstrated ability to think strategically about business, product, and technical challenges within cloud technologies as well as the capacity to build and convey compelling value propositions. The position also requires a strong technical acumen and deep familiarity with cloud. Work with a small number of highly strategic Global Partners to define and execute joint technology, marketing and sales initiatives. Serve as a key member of the AWS alliance team in helping to define and deliver the overall go-to-market strategy. Develop and execute a strategic business development plan for target markets that are in line with the AWS strategic direction. Set and manage revenue targets and work to achieve/exceed goals. Work with key internal stakeholders (e.g. service teams, marketing, PR, legal, support, etc.) to identify joint customer segments and industry verticals to approach with a joint value proposition for using AWS. Ability to Think Big and Dive Deep to drive distribution of partner solutions. A day in the lifeWork with partner’s and AWS's field sales organizations to create and drive revenue opportunities for AWS, track partner progress and achievement to goals, understand the technical requirements of each partner and work closely with the internal AWS development team to guide the direction of our product offerings. Prepare and give business reviews to the senior management team.Manage complex negotiations and serve as a liaison to the legal group. Create and execute operational rigor including territory management, account management, and business reviews (internal/external). Help drive adoption of AWS Marketplace. Drive visibility of the AWS partner relationship.About the teamThe AWS Partner Team's mission is to be a trusted advisor to AWS field sellers for partner solutions, be a trusted advisor to our partners and execute a shared vision, drive revenue growth for our partners, evangelize partner solutions with AWS Industry Teams, be the liaison with other Amazon groups re partner solutions, promote partnerships via go-to-market motions, and drive Think Big/new initiatives. The team breaks up activity and measures success by tracking activity that raises the visibility of the partnership and builds awareness, co-selling, and joint innovation. We drive AWS Partner Network initiatives and AWS Marketplace (MP) adoption. We are open to hiring candidates to work out of one of the following locations:East Palo Alto, CA, USA | Fontana, CA, USA | Menlo Park, CA, USA | Mountain View, CA, USA | Palo Alto, CA, USA | San Francisco, CA, USA | San Jose, CA, USA | Santa Clara, CA, USA | Sunnyvale, CA, USABASIC QUALIFICATIONS- Bachelor's degree or equivalent- Experience using data and metrics to determine and drive improvements- 5+ years of developing, negotiating and executing business agreements experience- 5+ years of professional or military experience- Experience developing strategies that influence leadership decisions at the organizational level- Experience managing programs across cross functional teams, building processes and coordinating release schedulesPREFERRED QUALIFICATIONS- MBA- Experience working with Independent Software Vendors- Experience interpreting data and making business recommendations- Experience identifying, negotiating, and executing complex legal agreements- Previous experience with Horizontal Business Applications and SaaS providers a plus.Amazon is committed to a diverse and inclusive workplace. Amazon is an equal opportunity employer and does not discriminate on the basis of race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status. For individuals with disabilities who would like to request an accommodation, please visit https://www.amazon.jobs/en/disability/us.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 $118,400/year in our lowest geographic market up to $220,200/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.
Specialist Solutions Architect, Analytics & AI
Amazon, San Francisco, CA, US
DESCRIPTIONAmazon Web Services (AWS) is the pioneer and recognized leader in Cloud Computing. Our web services provide a platform for IT infrastructure in-the-cloud that is used by hundreds of thousands of developers and businesses around the world. These customers range from start-ups to leading web companies to Global 500 companies in financial services, pharmaceuticals, and technology.At Amazon we’ve been using AI-based products for over 20 years. Want to make history? We believe that Data is your Generative AI differentiator. Looking to solve some of the world’s most challenging data problems at scale? Come and join the AWS Analytics team – where we help our customers build and govern some of the world’s largest data lakes, massively parallel data warehouses, and some of the biggest and fastest streaming pipelines. Thousands of customers run managed analytic workloads on Amazon’s industry leading cloud computing platform.We are looking for an Analytics Specialized Solutions Architect, a Subject Matter Expert (SME) that can help customers leverage AWS services to solve their most challenging business problems. AWS Solution Architects are well-respected and highly-visible, partnering across the company to own the customer’s technical experience. We work directly with our customer’s technical and business leaders, joining forces with Account Managers, Business Development, and Service Teams to enable customer adoption and growth.AWS Specialist Solutions Architects (SSAs) are technologists with deep domain-specific expertise, able to address advanced concepts and feature designs. As part of the AWS sales organization, SSAs work with customers who have complex challenges that require expert-level knowledge to solve. SSAs craft scalable, flexible, and resilient technical architectures that address those challenges. This might involve guiding customers as they refactor an application or designing entirely new cloud-based systems. Do you enjoy solving novel and unique technical challenges for customers? Become an AWS Specialist SA!The Area Specialist Team is made up of deep domain experts who work directly with our customers to solve their most complex challenges. We are part of the Account Team, responsible for account planning, opportunity identification, and pursuit. We stay closely connected to our customers and bring valuable data and insights to our product teams, strengthening the product roadmap. Our team is at its best when a customer is thinking big and needs specialized experience to innovate for their business.Key job responsibilities-Provide customers with deep technical expertise in your domain to advance adoption of AWS products in service to customer goals.-Collaborate with specialist, sales, marketing, and products teams to ideate around your customers’ most challenging business problems.-Act as a trusted advisor to line of business and C-suite leaders.-Lead architectural reviews and workshops to advance your customer’s technical objectives.-Act as a thought leader sharing best practices through forums such as AWS blogs, whitepapers, reference architectures and public-speaking events such as AWS Summit, AWS re: Invent, etc. Participate as a leader in AWS technical communities.-Educate customers on the value proposition of AWS, and participate in architectural discussions to ensure solutions are designed for successful deployment in the cloud.-Provide data and anecdotes on what is working and what is not back to the larger specialist community and product teams. Act as primary point of contact for urgent customer issues in your technical specialty.About the teamDiverse ExperiencesAmazon values diverse experiences. Even if you do not meet all of the preferred qualifications and skills listed in the jobdescription, we encourage candidates to apply. If your career is just starting, hasn’t followed a traditional path, orincludes alternative experiences, don’t let it stop you from applying.Why AWSAmazon Web Services (AWS) is the world’s most comprehensive and broadly adopted cloud platform. We pioneeredcloud computing and never stopped innovating — that’s why customers from the most successful startups to Global 500companies trust our robust suite of products and services to power their businesses.Work/Life BalanceWe value work-life harmony. Achieving success at work should never come at the expense of sacrifices at home, which iswhy we strive for flexibility as part of our working culture. When we feel supported in the workplace and at home,there’s nothing we can’t achieve in the cloud.Inclusive Team CultureHere at AWS, it’s in our nature to learn and be curious. Our employee-led affinity groups foster a culture of inclusionthat empower us to be proud of our differences. Ongoing events and learning experiences, including our Conversationson Race and Ethnicity (CORE) and AmazeCon (gender diversity) conferences, inspire us to never stop embracing ouruniqueness.Mentorship and Career GrowthWe’re continuously raising our performance bar as we strive to become Earth’s Best Employer. That’s why you’ll findendless knowledge-sharing, mentorship and other career-advancing resources here to help you develop into a better-rounded professional.We are open to hiring candidates to work out of one of the following locations:Irvine, CA, USA | San Francisco, CA, USA | Seattle, WA, USABASIC QUALIFICATIONS- 5+ years of design, implementation, or consulting in applications and infrastructures experience- 3+ years of specific technology domain areas (e.g. software development, cloud computing, systems engineering, infrastructure, security, networking, data & analytics) experience- 2+ years of IT development or implementation/consulting in the software or Internet industries experiencePREFERRED QUALIFICATIONS- Experience working within software development or Internet-related industries- Experience migrating or transforming legacy customer solutions to the cloud- Experience working with AWS technologies from a dev/ops perspectiveAmazon is committed to a diverse and inclusive workplace. Amazon is an equal opportunity employer and does not discriminate on the basis of race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status. For individuals with disabilities who would like to request an accommodation, please visit https://www.amazon.jobs/en/disability/us.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 $118,200/year in our lowest geographic market up to $204,300/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.
Senior HNW Private Client Advisor
MMC, San Francisco
Our not-so-secret sauce.Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. More than 10,000 of the industry's brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can thrive as a Senior Private Client Advisor at Marsh McLennan Agency Private Client Services National.Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 170 offices across North America, we combine the personalized service model of a local consultant with the global resources of the world's leading professional services firm, Marsh McLennan (NYSE: MMC).A day in the life.As our Senior Private Client Advisor on the SAN FRANCISCO Private Client Services team, you'll successfully support a high-volume book of business to our Private Client clienteleand work alongside tenured colleagues to gain experience and skill sets for professional growth:Reviews client exposures, loss experience and current coverages and recommends appropriate products and services.Presents clients with accurate market data from appropriate resources to advice and counsel on complex risks.Provides proactive day-to-day client service by anticipating and evaluating client needs and responding to client questions and issues in person, over the phone or via email.Gathers information from client related to risk management needs, financial loss tolerance and evaluate and propose a variety of solutions to manage client's risk.Creates and presents renewal proposals to existing clients and conducts annual interactive Client Advisory reviews.Accountable for client retention through delivery of exceptional client serviceand new business development through referrals and expanded client programs.Negotiates with multiple insurance carriers to provide comprehensive coverage options for clients and prospects, while conforming to all laws, regulations and requirements governing the insurance industryOur future colleague.We'd love to meet you if your professional track record includes these skills:5 years' personal lines insurance experience with High Net Worth clienteleProperty & Casualty (P&C) LicenseClient service orientation with balance on managing expectations.Ability to travel for client and company meetings as neededThese additional qualifications are a plus, but not required to apply:Bachelor's degreeProfessional designations a plus, e.g., CPCU, CIC, CPRIA, etc.Previous experience relationships with luxury carriers, such as AIG, Chubb, PUREWe know there are excellent candidates who might not check all of these boxes. Don't be shy. If you're close, we'd be very interested in meeting you.Valuable benefits.We value and respect the impact our colleagues make every day both inside and outside our organization. We've built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work. Some benefits included in this role are:Generous time off, including personal and volunteeringTuition reimbursement and professional development opportunitiesHybrid and flexible workCharitable contribution match programsStock purchase opportunitiesInclusive CultureCompetitive compensationTo learn more about a career at MMA, check us out online: http://marshmma.com/careers or flip through our recruiting brochure: https://bit.ly/3QpcjmwFollow us on social media to meet our colleagues and see what makes us tick:https://www.instagram.com/lifeatmma/https://www.facebook.com/LifeatMMAhttps://www.linkedin.com/company/marsh-mclennan-agency/The applicable base salary range for this role is $87,000 to $139,300. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other wellbeing programs as well as employee assistance programs.Who you are is who we are.We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, andambition who are interested in joining our client-focused teams.Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.#MMAPCSN#LI-Hybrid
Financial Advisor
Northern Trust, san francisco
About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.The main focus of the Northern Trust Financial Advisor is to advise on a variety of investment solutions, as part of an overall Wealth Management process. The advisor will work to provide best in class execution and investment advice that is intended to help clients accomplish their financial goals and objectives. Investment strategies include, but are not limited to, stocks, bonds, mutual funds, unit investment trusts, option strategies, 10b5-1s, structured notes, and fee-based solutions.• The Northern Trust Financial Advisor consults with clients to identify their goals, objectives and appetite for risk.• This collaboration should result in providing solutions and strategies that are aimed towards accomplishing clients' goals target.• Work in a team environment to identify and develop specific clients and prospects that are compatible with Northern Trust.• Utilizes broad knowledge of the investment markets and terminology to inform and educate clients and partners on specific strategies, particularly concentrated around positions.• Role is balanced between high level operational execution and development, and execution of strategic direction of business function activities.Qualifications include:• 5+ years of securities industry and sales experience.• Must have broad based knowledge of all securities products, options expertise preferred.• Required Securities license: Series 7, 66 (or 63/65)• Professional designation preferred (CFP)• Strong sales, communication, and group presentation skills.• Individual must be goal driven and self-motivated.• Some travel may be required.• Experience with SalesforceSalary Range:$110,000-$160,000Salary range is an estimate of base pay. Northern Trust provides a comprehensive benefits package, including retirement and pension plan contributions, health and welfare benefits, paid time off, parental and caregiver leave, life insurance, and other wellbeing benefits .Working with Us: As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater Reasonable accommodation Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at [email protected] .We hope you're excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.Apply today and talk to us about your flexible working requirements and together we can achieve greater.
Tax Director- High-Net Worth
Baker Tilly, san francisco
OverviewBaker Tilly US, LLP (Baker Tilly) is a leading advisory CPA firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles and Chicago. Baker Tilly is an independent member of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 145 territories, with 41,000 professionals and a combined worldwide revenue of $4.7 billion. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly US, LLP, employee e-mail accounts are considered property of Baker Tilly US, LLP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly US, LLP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. ResponsibilitiesAre you interested in joining one of the fastest growing public accounting firms?Are you a treasured advisor to your private wealth clients while also building a book of business and mentoring others as you build and develop teams?If yes, consider joining Baker Tilly (BT) as a Tax Director-High-Net Worth! This is a great opportunity to be a valued business advisor delivering industry-focused tax advisory and compliance services to middle market clients. You will work side-by-side with firm leadership to serve clients and build the business, having a direct impact on the firm's success. Additionally, you will be a mentor and coach to a group of talented staff, utilizing your expertise to help develop their technical and professional skills. If you are invigorated by these exciting challenges, then this could be the right opportunity for you! As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development. You'll enjoy this role if: You are looking for an opportunity to build your career in a specific industry, becoming an industry expert to the clients you serveYou can see yourself as a trusted business advisor, working face-to-face with clients to find creative solutions to complex accounting and business challengesYou want to work for a leading CPA advisory firm that serves middle market clients and whose owners have both their clients' and employees' best interests in mind and are transparent in their decisions You value your development and want to work for a firm that provides you the autonomy to own your schedule and career through structured programs (ask us about My Time Off, My Development and Dress for Your Day!)You want to contribute to your engagement team's professional growth and develop your own leadership skills to build a career with endless opportunities now, for tomorrowWhat you will do:Be a trusted member of the engagement team providing various federal tax compliance and consulting services to industry specific clients:Be a valued tax business advisor, lead client relationships on day to day tax matters with various clients ranging from middle market to multinationalConsult on technical matters and special projects in various areas of corporate and flow through taxation, accounting methods, and ASC740Research various tax matters, responding to IRS and other tax authority inquiries, and make recommendations to the client for considerationCoordinate with specialty tax practices on complicated tax matters in the state and local, high net worth, international, research and development along with credits and incentives areasManage client engagement staffing, billings/collections, and ensure client profitability targets are metUtilize your entrepreneurial skills to network and build strong relationships internally and externally with the goal of acquiring new clients, projects, and revenueInvest in your professional development individually and through participation in firm wide learning and development programsSupport the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goalsEnjoy friendships, social activities and team outings that encourage a work-life balanceQualificationsSuccessful candidates will have:Bachelor's degree in accounting or law, or a similar degree in business, masters or advanced degree desirableCPA or JD requiredEight (8)+ years' experience providing federal tax compliance and consulting services in a professional services firmFive (5)+ years' of supervisory experience, mentoring and counseling associatesDemonstrated management, analytical, organization, interpersonal, project management, communication skillsAbility to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projectsHighly developed software and Microsoft Suite skillsEligibility to work in the U.S. without sponsorship preferredAdditional InformationFor California, Colorado, New York and Washington: The compensation range for this role is $186,200 to $394,670. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.#LI-JM3#LI-hybrid