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Financial Analyst (SHORT-TERM, TEMPORARY). Two years of responsible financial record keeping or budget tracking experience. Utilize specialized financial databases and/or software systems; coordinate with district information technology staff to test and modify systems as appropriate.

Firm Overview: Our client is a vertically-integrated owner-operator of multifamily, student housing, and single family rental assets in the greater Western United States. The firm has several strategic partnerships with global institutional capital providers and has experienced strong growth since its founding in 2014. Our client employs over 250+ real estate professionals whose mission is to create value by acquiring, developing, and managing our dwellings with exceptional care through an integrated approach. Their culture is founded on teamwork, authenticity, integrity and excellence. Through a shared purpose and common goal, the firm is built to serve its partners and communities within which it invests. Our client is seeking an Analyst/Associate to support our rapidly growing team. Under the general supervision of the Asset Management and Operations Team, the Analyst/Associate will be responsible for activities relating to the financial analysis and operations of the investment portfolio. As the Analyst/Associate gains experience and knowledge, the level of contribution from a financial analysis perspective is expected to increase. Responsibilities: • Financial analysis including maintaining the asset management Excel model, preparing budget-to-actuals variance reports, running debt yield calculations, and providing capital call recommendations, • Prepare comprehensive ad-hoc analyses, supporting informed decision-making around operational expense reduction projects, • Work with departments on ad-hoc projects to reduce operating expenses for our MF buildings, • Assist integrated departments to achieve profitability goals, • Conduct sensitivity analyses to assess the impact of various scenarios on investment returns, providing clear and concise summaries for senior management, • Monitor key operating metrics, identify variances, and provide actionable insights to enhance operational efficiency, • Collaborate across multiple departments (including Accounting, Operations, Construction Management, and Leasing) to ensure accurate and aligned objectives, • Manage properties across full asset life cycle with an ownership mentality, focusing on value creation through diligent management of approved business plans, • Ensure consistent and meaningful communication and coordination among stakeholders, • Deliver routine updates to senior professionals regarding project status, • Alert team members to issues as they arise and work with the team to evaluate and implement solutions, • Work within the team to develop budget projections and coordinate reforecasts and other reports as applicable, • Analyze operational performance and recommend adjustments to meet budgeted goals, • Work with consultants to evaluate tax assessments, appeal recommendations, and required filings, • Develop and execute value-enhancing initiatives spanning redevelopment, renovation, property management, leasing, and reporting, • Effective, 360 degree written and verbal communication with property staff, internal and external funds management and administration, and Client management, • Analytical support as requested by Investments Team Investor Relations & Communication • Support participation in external calls with key investors and stakeholders, contributing to effective communication and relationship management, • Manage and update several asset management web-based dashboards for dissemination internally and externally, • Assist in the preparation of materials for investor meetings, • Qualifications:, • Bachelor’s Degree in Business, Finance, Accounting, Real Estate, Economics, or related field, • 1-5 years of real estate private equity, real estate development, real estate brokerage, or investment banking, • Strong in Microsoft Excel, Word, PowerPoint; working knowledge of Yardi is a plus, • Clear, articulate communicator, able to maintain effective documentation, • Strong analytical and qualitative skills, • Able to prioritize, organize, and meet all deadlines, • Committed to high standards of excellence and ethics, • Effectively identify issues and formulate solutions, • Capability to think critically, solve problems logically, and make well-reasoned decisions, • Ability to probe, ask the right questions, and dig beneath the surface to test the validity of information, • Goal-oriented and diligent

Who are we? Whatfix is an AI platform advancing the “userization” of enterprise applications, empowering companies to maximize the ROI of their digital investments. Technology needs adoption. It’s no different for AI. As AI reshapes roles, workflows, and human-machine interactions, it also introduces new layers of complexity and user friction. This is where Whatfix plays a pivotal role. A decade old DNA of empowering people to succeed with technology and not replacing them. We call this philosophy Userization: the belief that technology must adapt to the user, not the other way around. At the heart of userization philosophy is ScreenSense, our proprietary AI engine, which continuously interprets both the context of what users are doing in an application or an AI tool and the intent behind their actions. By combining these signals, Whatfix delivers real-time guidance, nudges, knowledge, and automation directly in the flow of work. This intelligence powers our entire product suite. • Digital Adoption helps users get productive faster., • Product Analytics uncovers friction and closes adoption gaps., • Mirror allows employees to train in safe, simulated environments. These are embedded with Whatfix AI Agents which supercharge creation, insights, and user guidance. Our upcoming AI-first products are already creating a buzz in the market. • Seek is an AI-native assistant that not only knows your business context but can also act across applications to get work done on your behalf., • Whatfix Mirror 2.0 is the world’s only System plus Role simulation with a complete assessment to lead the Gen AI simulation category. Together, these products reflect Whatfix’s commitment to building enterprise-ready AI teammates that maximize productivity and ROI. It gives users a unified, intelligent way to find answers across systems, apps, and knowledge silos and helps anyone looking to deliver fast and contextual answers. Whatfix is bridging the gap between rapid technological change and human enablement—ensuring AI is not only embedded but also usable, trusted, and outcome-driven for every employee. At Whatfix, we’re not just making software easier—we’re making AI work for people. The company has seven offices across the US, India, UK, Germany, Singapore, and Australia and a presence across 40+ countries. Customers: 700+ enterprise customers, including 80+ Fortune 500 companies such as Shell, Schneider Electric, and UPS Supply Chain Solutions. Investors: A total of ~$270 million USD has been raised as yet. Most recently Series E round of $125 Million USD led by Warburg Pincus, with participation from existing investor SoftBank Vision Fund 2. Other investors include Cisco Investments, Eight Roads Ventures (A division of Fidelity Investments), Dragoneer, Peak XV Partners, and Stellaris Venture Partners. Whatfix’s leadership is consistently recognized across top industry analysts and business rankings: • Won the 2025 AI Breakthrough Award for the Overall AI-based Analytics Solution of the Year, • Only DAP to be recognized as a “Leader” across various DAP reports for the past 5+ years by leading analyst firms like Gartner, Forrester, IDC, and Everest Group., • With over 45% YoY sustainable annual recurring revenue (ARR) growth, Whatfix is among the “Top 50 Indian Software Companies” as per G2 Best Software Awards., • Named a Gartner Customers’ Choice for DAP for the second year in a row (2024 and 2025)—the only vendor in the market to earn this distinction consecutively., • We also boast a star rating of 4.6 on G2 Crowd, 4.5 on Gartner Peer Insights, and a super-high CSAT of 99.8%, • Stevie Award winner in the category (Bronze): Customer Service Department of the Year – Computer Software - 100 or More Employees., • Winner of the ISG Paragon Innovation Award in partnership with Sophos (customer) for the EMEA region and finalist in the Transformation Award category., • RemoteTech Breakthrough Awards winner for “Software Asset Management Solution of the Year” These recognitions are matched by business performance: • Highest-Ranking DAP on 2023 Deloitte Technology Fast 500™ North America for Fifth Consecutive Year, • Listed on the Financial Times & Statista's High-Growth Companies Asia-Pacific 2025 list., • Won the Silver for Stevie's Employer of the Year 2023 – Computer Software category and also recognized as Great Place to Work 2022-2023, • Only DAP to be among the top 35% companies worldwide in sustainability excellence with EcoVadis Bronze Medal Are you a seasoned sales hunter with a track record of landing and expanding enterprise deals? Do you thrive on cracking complex sales cycles and delivering game-changing solutions? Join Whatfix, a leading data-driven digital adoption platform, and help organizations maximize the ROI of their software. At Whatfix, we live by the motto “Hustle Mode ON.” As an Enterprise Account Executive, you’ll sell directly to Fortune 500 companies across North America and drive our growth. The Opportunity • Consult with enterprise prospects to understand needs and architect Whatfix’s value proposition, • Drive engagement, quantify ROI, and ensure customer success, • Build brand awareness and generate a robust sales pipeline, • Sell a category-leading solution in a vast market, • Work closely with our Co-Founder and CRO for 1:1 mentorship and collaboration Culture for Sales Experts • Entrepreneurial, collaborative San Jose office with access to founders, • Partner with sales development, solutions consulting, marketing, and product teams, • Continuous learning and development opportunities, • Leverage our employee value proposition (full perks below) What You’ll Bring • 3+ years SaaS enterprise sales experience with proven hunting, negotiating, and closing skills (ARR $50K–$500K+), • Strong executive presence with C-suite relationship experience, • Experience selling to CRM, HR, L&D, Procurement, and IT stakeholders, • Detail-oriented, proactive, and CRM-savvy, • Intellectual curiosity, energy, charisma, and customer-centric mindset, • Willingness to travel 50%+ Perks & Benefits • Uncapped incentives + equity plan, • Mac shop—work with the latest tech, • Unlimited PTO + paid maternity leave, • Medical, Dental, Vision: Whatfix covers 80% of premiums, • HSA: $1,000 individual / $2,000 family, • Monthly cell phone stipend + daily UberEats lunches, • Learning & Development benefits, team/company outings, • Relocation and sponsorship available We believe the best ideas come from collaboration. Our teams work in-office five days a week to spark innovation, build community, and stay connected. U.S. teams start their days early to stay aligned across time zones, keeping collaboration high and evenings free! We recognize the importance of flexibility in balancing personal and professional priorities. To support this, employees have the option to work from home up to two days each month. Cultural Principles: Customer First | Empathy | Transparency | Fail Fast & Scale Fast | No Hierarchies | Deep Dive & Innovate | Trust as the Foundation | Do It as You Own It Whatfix is an Equal Opportunity Employer and E-Verify participant, complying with all EEO and ADA regulations.

Position: OPD Product Manager Analyst Location: Cupertino, California Duration: Contract - 12 Months Job ID: 170868 Job Overview: We are seeking a highly motivated and detail-oriented OPD Product Manager Analyst to join our team. The ideal candidate will play a critical role in managing product development processes, analyzing data, and ensuring the successful delivery of projects. This position requires strong analytical skills, excellent communication abilities, and a passion for driving product success. Responsibilities: • Collaborate with cross-functional teams to define product requirements and objectives., • Analyze market trends and customer feedback to inform product development strategies., • Monitor project timelines and ensure deliverables are met on schedule., • Prepare detailed reports and presentations for stakeholders., • Identify and mitigate risks associated with product development., • Bachelor’s degree in Business, Engineering, or a related field., • Proven experience in product management or a similar role., • Strong analytical and problem-solving skills., • Excellent verbal and written communication skills., • Ability to work collaboratively in a fast-paced environment., • Proficiency in project management tools and software. About PTR Global: PTR Global is a leading provider of information technology and workforce solutions. PTR Global has become one of the largest providers in its industry, with over 5000 professionals providing services across the U.S. and Canada. For more information visit At PTR Global, we understand the importance of your privacy and security. We NEVER ASK job applicants to: • Pay any fee to be considered for, submitted to, or selected for any opportunity., • Purchase any product, service, or gift cards from us or for us as part of an application, interview, or selection process. The specific compensation for this position will be determined by a number of factors, including the scope, complexity and location of the role as well as the cost of labor in the market; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. Our full-time consultants have access to benefits including medical, dental, vision and 401K contributions as well as any other PTO, sick leave, and other benefits mandated by appliable state or localities where you reside or work. If you receive a suspicious message, email, or phone call claiming to be from PTR Global do not respond or click on any links. Instead, contact us directly at +1 214-740-2424. To report any concerns, please email us at

Senior Analyst or Associate, Financial Advisory (Talent Pipeline) Confidential Multi-Family Office & Investment Advisory Firm Overview As a Senior Analyst or Associate within our Financial Advisory team, you will operate at the intersection of legacy and innovation, serving as a trusted partner to some of the world’s most influential individuals and families. You will help clients navigate the complexities of their financial lives with precision, empathy, and exceptional care — ensuring that every element of their balance sheet, investment strategy, and long-term plan is managed with clarity and foresight. You will join a collaborative advisory team that values learning, partnership, and shared ownership. We work closely across levels and alongside internal specialists so that every client benefits from the full strength of our integrated platform. This role is designed for professionals energized by complexity, motivated by service, and driven to make a lasting impact. If you take pride in anticipating needs, delivering exceptional outcomes, and making complexity feel seamless, this is an opportunity to join a team built on trust, care, and excellence. Please note: This posting is intended to build a pipeline of high-quality candidates for future openings. We will reach out as opportunities align with business needs. Core Responsibilities (All Candidates) You will support clients across a broad range of investment, planning, and relationship management activities, including: • Preparing and analyzing balance sheets, asset allocations, investment performance reports, and other financial materials., • Assisting with investment operations, including trade coordination, cash flow monitoring, and private investment updates., • Conducting financial and estate planning analyses such as liquidity modeling, lending evaluations, and gifting illustrations., • Partnering with accountants, attorneys, and external advisors to gather information and support planning discussions., • Preparing client meeting materials, managing follow-ups, and maintaining accurate data in CRM and portfolio reporting systems. Senior Analysts take on increasing ownership, judgment, and communication responsibility. Additional Responsibilities • Own key deliverables such as asset allocation reviews, rebalancing recommendations, and planning analyses., • Support advanced planning work, including Monte Carlo simulations, executive compensation summaries, and scenario-based modeling., • Develop working knowledge of trusts, estate strategies, and gifting structures., • Participate in client meetings and proactively identify opportunities such as refinancing, liquidity needs, and strategic planning considerations., • Bachelor’s degree required. Associates deepen their role as strategic advisors and trusted client partners. Additional Responsibilities • Lead client relationships in partnership with senior team members, helping clients interpret investment results, plan across generations, and make informed decisions., • Drive portfolio discussions, rebalancing recommendations, and investment rationale with a strong understanding of asset classes and the firm’s investment philosophy., • Guide trust and estate planning conversations and coordinate with attorneys on structures, gifting strategies, and long-term planning., • Manage complex client processes such as 10b5-1 plans, lending evaluations, private investment coordination, and other high-impact deliverables., • Bachelor’s degree required. Across both levels, successful candidates demonstrate: • Strong analytical and communication skills, with the ability to explain complex topics clearly and simply., • Exceptional attention to detail and commitment to accuracy., • Intellectual curiosity, proactive thinking, and a passion for client service., • High integrity in handling confidential and sensitive information. Applicants are expected to work onsite in our New York or San Francisco offices in accordance with our hybrid working policy. Compensation In accordance with applicable law, we provide a reasonable estimate of the salary range for this role. Compensation decisions consider factors such as skill set, experience, training, certifications, and business needs. We apply a total rewards philosophy in determining overall compensation. • Senior Analyst: $110,000 – $120,000 base salary

Position: Business Analyst III Location: Santa Clara, California Duration: Contract Job ID: 171387 Job Overview: We are seeking a highly skilled and experienced Business Analyst III to join our team in Santa Clara, California. The ideal candidate will play a critical role in analyzing business needs, identifying solutions, and ensuring the successful implementation of projects. This is a contract position that requires a detail-oriented professional with excellent analytical and communication skills. Responsibilities: • Analyze business processes and identify areas for improvement., • Collaborate with stakeholders to gather and document requirements., • Develop detailed business and functional specifications., • Facilitate communication between technical teams and business units., • Monitor project progress and ensure alignment with business objectives., • Bachelor’s degree in Business Administration, Information Technology, or a related field., • Proven experience as a Business Analyst, preferably at a senior level., • Strong analytical and problem-solving skills., • Excellent communication and interpersonal abilities., • Proficiency in business analysis tools and methodologies., • Ability to work independently and collaboratively in a team environment. About PTR Global: PTR Global is a leading provider of information technology and workforce solutions. PTR Global has become one of the largest providers in its industry, with over 5000 professionals providing services across the U.S. and Canada. For more information visit At PTR Global, we understand the importance of your privacy and security. We NEVER ASK job applicants to: • Pay any fee to be considered for, submitted to, or selected for any opportunity., • Purchase any product, service, or gift cards from us or for us as part of an application, interview, or selection process. The specific compensation for this position will be determined by several factors, including the scope, complexity, and location of the role, as well as the cost of labor in the market; the skills, education, training, credentials, and experience of the candidate; and other conditions of employment. Our full-time consultants have access to benefits, including medical, dental, vision, and 401K contributions, as well as PTO, sick leave, and other benefits mandated by applicable state or localities where you reside or work. If you receive a suspicious message, email, or phone call claiming to be from PTR Global do not respond or click on any links. Instead, contact us directly at +1 214-740-2424. To report any concerns, please email us at

Hello Everyone, We're looking for an experienced Revenue Accounting professional based nearby Santa Clara, CA for our direct client who has great experience with revenue recognition principles per ASC 606 and experience in implementing revenue recognition practices in compliance with US GAAP. This role plays a pivotal role in overseeing monthly and quarterly close activities related to revenue. This position is responsible for providing detailed transactional data analysis, preparing reports for management, and collaborating with cross-functional teams, including Sales Operations, Operations, and Product Management. Job Title: Senior Revenue Accounting Analyst & Project Support Work Location: Hybrid – 4 days Onsite at Santa Clara location, 1-day WFH Work Schedule: Full Time – Monday-Friday Duration: 3 months with possible extension Pay Range: $70-75/hr on W2 Job Description: The Senior Revenue Accounting Analyst & Project Support plays a pivotal role in overseeing monthly and quarterly close activities related to revenue. This position is responsible for providing detailed transactional data analysis, preparing reports for management, and collaborating with cross-functional teams, including Sales Operations, Operations, and Product Management. This individual will also play a critical role in the successful implementation of new tools & applications for Revenue Management, Invoicing, Accounts Receivable & Cash Application for the Order to Cash department. The ideal candidate will have a background in Hardware, Software and SaaS business models while possessing strong organization and time management skills. The ideal candidate will be an efficient multi-tasker who can orchestrate multiple activities at once to accomplish their goals while driving to deliverable timelines and across many tasks & initiatives. Key Responsibilities: • Execute monthly revenue accounting close efforts, including revenue allocation calculations, journal entry preparation, reconciliation procedures, controls, and the preparation and review of auditable workpapers., • Ensure revenue recognition in financial statements aligns with US GAAP/ASC 606., • Interpret revenue arrangements, assess and summarize revenue implications, and document conclusions for revenue recognition treatment in compliance with ASC 606., • Collaborate on quarterly reporting, providing slides for CAO/CFO readouts on quarterly results., • Monitor daily revenue transactions and approve non-standard requests, including assessment of payment terms, return rights, and similar conditions., • Review customer contract terms and provide proactive feedback on accounting implications, approving final contract documents as needed., • Assist in monitoring billing queue for invoicing activities as well as billing team alias for customer billing inquiries., • Assist in monitoring order approval queue, reviewing the PO against SO for proper accounting treatment and accuracy., • Contribute heavily to transformational projects & system implementations currently underway which includes but is not limited to business & data migration requirement gathering, supporting design of to be process flows, facilitating user acceptance testing, raising / mitigating project risks, reconciliation of data related to migrations, and supporting the creation of enablement / training materials., • Assist in creating process documentation (e.g. process maps & standard operating procedures) for a variety of order to cash teams., • Support the order to cash functions in project and system designs for existing workstreams, new company initiatives and go to market strategies Education: Bachelor’s degree in Accounting or Finance. Experience: • 4-6 years of relevant revenue accounting experience, with at least 2 years in public company revenue recognition., • Proficiency in ASC 606 Revenue Recognition Accounting., • Strong organizational and communication skills, with attention to detail and high business acumen., • Experience in User Acceptance Testing across a variety of Revenue, Invoicing, or Receivables Platforms., • Advanced Excel skills and proficiency in Microsoft Office Suite, • Strong analytical and problem-solving skills, with an ability to assess transactions from both accounting and economic perspectives, • Demonstrated ability to multitask and prioritize effectively in a fast-paced environment., • Strong communication and interpersonal skills to interact across multiple levels, functions, and locations., • Knowledge around end-to-end process mapping and documentation Preferred Skills: • Experience with NetSuite, SFDC, Zuora & SAP highly preferred, • Knowledge of revenue recognition principles per ASC 606 and experience in implementing revenue recognition practices in compliance with US GAAP., • Strong leadership skills and sound business judgment., • Ability to work independently with a proactive approach to problem-solving and a results-oriented mindset., • Local Candidates only at the Santa Clara office: hybrid – 4 days Onsite at Santa Clara location, 1 day WFH

Senior Financial Analyst of Financial Planning & Analysis Sausalito, CA Summary of Role: Serena & Lily, a fast-growing home furnishings brand, is seeking a highly motivated Senior Financial Analyst of Financial Planning & Analysis to join our team. Reporting directly to the Senior Director of Financial Planning & Analysis, this fast-paced position provides an outstanding opportunity to understand and influence our retail and e-commerce business. The position will be responsible for providing support to enable business partners and executive leadership to make timely and informed decisions and achieve desired financial results. Responsibilities: • Budgeting & Forecasting: Lead analysis to support the development and maintenance of the company budget., • Reporting: Create and maintain dashboards for monthly financial package to Board of Directors and weekly internal meetings., • Cross-Functional Analysis: Prepare and present analysis highlighting key trends and insights across functional areas. Support business partners by developing reporting to help manage and track performance to goals., • Key Performance Indicators: Monitor, analyze and report on financial KPIs., • Bachelor's degree in Finance, Accounting, or a related field, • Minimum of 3 years of progressive experience in investment banking, financial analysis, or FP&A, • Experience in the consumer retail or e-commerce industry, • Proficiency in Microsoft Office with focus on Excel (advanced functions, pivot tables, etc.), • Analytical Skills: Ability to analyze complex financial data and identify key trends and insights., • Intellectual curiosity: A desire to learn and understand the business and its drivers., • Communication Skills: Excellent written and verbal communication skills, with the ability to communicate complex information clearly and concisely to finance and non-finance stakeholders., • Attention to Detail: Meticulous approach to work, with a focus on accuracy and data integrity., • Ability to work independently and as part of a team: Collaborative and team-oriented mindset., • Adaptability/Flexibility: Ability to work in a fast-paced environment and manage changing priorities., • This is a hybrid role, working in-office 3days per week. COMPENSATION: • $105k per year is the anticipated target base pay for this role. The actual base pay is dependent upon many factors, such as: experience, education, and skills., • Employees (and their families) are covered by medical, dental, vision, and basic life insurance should they choose to participate in Serena & Lily’s benefits. Employees can enroll in our company’s 401k plan. During the first year of employment, full-time employees accrue twenty-one days of PTO and seven paid holidays throughout the year.

Management Business Solutions is seeking an experienced Senior Financial Analyst for a high-impact, high-visibility role in our client’s Finance and Accounting organization.

Come join something special, something better. Excellent growing SaaS Company offering competitive salary, great benefits, tons of perks and offerings! This Jobot Job is hosted by: Travis Poley Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $90,000 - $115,000 per year A bit about us: Join our exciting fast paced company as a Senior Analyst, Corporate FP&A! This is a fantastic opportunity to make a significant impact within a growing company, while also gaining exposure to senior leadership and strategic decision-making. This role will be responsible for overseeing financial planning and analysis, providing strategic insights and recommendations to senior management, and playing a pivotal role in guiding the financial decisions of the company. The ideal candidate must have a strong understanding of SaaS business models and key metrics, as well as a proven track record in financial modeling and analysis. Why join us? Fantastic benefits. • Flexible hybrid schedule (choose your days, half day Summer Fridays), • Medical, Dental, Vision, and Life Insurance plus AD Disability Insurance, • Retirement Plan, • Paid Time Off and Holiday Time Off (varies by site/state), • Associate Shopping Program, • Health and Wellness Programs, • Discount Marketplace, • Identity Theft Protection, • Pet Insurance, • Commuter Benefits, • Employee Assistance Program, • Flexible Spending Accounts (FSAs) Job Details Responsibilities 1. Drive the financial planning and budgeting processes for the company, working closely with various department heads to develop and refine their budgets and forecasts., 2. Analyze financial performance against key business metrics and document pertinent financial highlights that will enable management to determine progress against budgets., 3. Identify, track, and analyze key metrics that impact the business., 4. Develop and maintain complex financial models to support decision making related to complex business issues including valuation, forecasting, and scenario analysis., 5. Prepare monthly, quarterly, and annual financial reports for management and board of directors., 6. Manage and develop automated reporting and forecasting tools., 7. Provide strategic financial input and leadership on decision-making issues affecting the organization., 8. Evaluate and advise on the impact of long-range planning, introduction of new programs/strategies, and regulatory action. Qualifications: 1. Bachelor's degree in Finance, Accounting, Economics or a related field. MBA or equivalent is preferred., 2. Minimum 5 years of experience in financial planning and analysis, preferably in a SaaS business., 3. Proven experience with financial modeling, budgeting, and forecasting., 4. Strong understanding of SaaS business models and key metrics., 5. Excellent analytical and problem-solving skills, with the ability to be detail-oriented while also seeing and understanding the big picture., 6. Strong proficiency in Excel and financial software applications., 7. Ability to work effectively in a dynamic, changing environment and to adapt while focusing on key goals and objectives. Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. 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Oracle FDI Developer/Analyst Contract Palo Alto, CA (Remote or Hybrid if in SF Bay Area) This position pays around $60 - $70/hr on W2 Responsibilities: -Translating needs into well-formed user stories, acceptance criteria, and success metrics. Map KPIs/metrics (e.g., revenue, COGS, Opex, cash flow, AP/AR aging, PO cycle times) to source systems and FDI subject areas. -Build/Configure reports, dashboards, and self-service datasets. -Implement drill paths, prompts/filters, row-level security, and data entitlements. -Establish data quality checks & build/maintain documentation -Conduct UAT and migrate in production environment -Create playbooks and training (how-to guides, release notes, KPI definitions) to drive adoption and self-service analytics. Required Qualifications: • Hands-on experience implementing and configuring Oracle Financial Data Intelligence (FDI), • Experience leading requirements gathering sessions with finance stakeholders including FP&A, Accounting, and Procurement, • Strong understanding of financial metrics and KPIs such as revenue, COGS, operating expenses, cash flow, AP/AR aging, and procurement cycle times, • Proven ability to design and build data models, semantic layers, dashboards, and self-service datasets within Oracle FDI, • Experience configuring drill paths, prompts, filters, row-level security, and data entitlements, • Knowledge of Oracle subject areas, views, and data products, • Experience mapping business metrics to source systems and reporting structures, • Ability to establish data quality checks and validation processes, • Experience conducting user acceptance testing and managing production migrations, • Strong documentation skills covering data models, configurations, and processes, • Ability to create training materials, playbooks, and how-to guides for end users, • Excellent communication skills with the ability to present to finance leadership and business stakeholders, • Ability to work autonomously with minimal supervision, • Strong organizational and prioritization skills Preferred Qualifications: • Experience with Oracle Cloud Financials (General Ledger, Accounts Payable, Accounts Receivable, Procurement), • Familiarity with Oracle Analytics Cloud, OTBI, or Oracle Business Intelligence, • Background working directly with FP&A teams on budgeting, forecasting, or financial planning processes, • Experience with data integration tools or Oracle Integration Cloud, • Prior experience in a consulting or systems integrator environment, • Background working in multinational organizations or with global finance teams, • Experience driving self-service analytics adoption across an organization, • Knowledge of Agile methodologies and iterative delivery practices CBAP , PMP , or Oracle certifications Core Competencies: • Analytical Thinking: Ability to break down complex business problems, identify root causes, and develop structured solutions, • Technical Aptitude: Comfort working hands-on with data models, configurations, and reporting tools while understanding underlying data structures, • Business Acumen: Strong understanding of finance and accounting processes, terminology, and how data supports decision-making, • Communication: Ability to convey technical concepts to non-technical audiences and translate business needs into technical requirements, • Stakeholder Management: Skill in building relationships, managing expectations, and engaging effectively with finance leadership and cross-functional teams, • Attention to Detail: Commitment to data accuracy, documentation quality, and thorough testing, • Adaptability: Ability to iterate quickly based on feedback and adjust to evolving priorities, • Ownership & Accountability: Self-directed approach with a strong sense of responsibility for outcomes and deliverables, • Enablement Mindset: Focus on empowering end users through training, documentation, and self-service capabilities, • Collaboration: Ability to work effectively with technical and business teams across functions and geographies

About Mercor’s talent network Join our Financial Analyst Expert Network to connect with leading AI labs and companies seeking your expertise. What we're looking for: - Professional experience in financial modeling & forecasting, financial statement analysis, budgeting & variance analysis - Str

Experience with data modelling, data analysis, data visualization, API's and real time services preferred. Min 15 + years of total experience as senior Data Analyst, financial services and banking experience is preferred. Creates and maintains technical documentation for systems, Queries, Enterprise

Technical Expertise: Good understanding of ASC 842 lease accounting and be able to research and resolve accounting issues. Work closely with accounting, finance, business team and the TI-lease teams to implement process improvements and drive efficient solutions. Articulate accounting and operationa

Financial Analyst Job Duties: Reviewing and analyzing tax returns and financial statements. Imputing financial data into a valuation model. Imputing industry trends and analyzing data from company sp

Johnson & Johnson is recruiting for a Senior Financial Analyst located in Santa Clara, CA. Financial submissions: Collaborate with the FP&A consolidation team for essential financial submissions. A minimum of 3 years of experience in financial analysis, with a strong focus on strategic financial ana

Job Description: We are seeking a financial analyst intern with a focus on accounts payable and supporting other responsibilities relating to accounting and treasury.Candidate will be working with the accounting team with multiple emphasis reporting the regional accounting manager.Responsibilities

Required Skills: 2+ years of business operations, project management, or strategy experience Bachelor's Degree, MBA a plus Proficient in Microsoft Office Suite - Excel/ PowerPoint Detailed-oriented, with exceptional communication and organizational skills Agility and flexibility to pivot and shift t

Reconcile financial data to ensure accuracy and compliance with accounting standards.

Our client, a leading semiconductor company, is looking for a Financial Analyst 4 for Milpitas, CA.

Education that serves as a foundation for your experience in Finance, such as a BA/BS degree in finance or accounting with 4+ years of financial analysis experience. Manager, Financial Planning & Analysis R&D, and will support the executive level business partners in the Engineering organization and

We are seeking a financial analyst intern with a focus on accounts payable and supporting other responsibilities relating to accounting and treasury.Candidate will be working with the accounting team with multiple emphasis reporting the regional accounting manager.Review, assemble, input, employee e

The FP&A Analyst will support Transaction Loss FP&A activities such as building budgets and forecasts, maintaining reserve adequacy models and providing transparency on transaction losses trends at product/segment/region level. Key focus will be to drive optimal decision-making through financial mod

The Financial Analyst will be an integral part of Financial Planning & Analysis (FP&A) team within the Services Finance organization and work on various financial tasks related to tracking, analyzing, and reporting of key financial and business information. The Financial Analyst will partner with ot

We are seeking an exceptional Senior Financial Analyst to join the Software Engineering FP&A Organization based out of Santa Clara campus. As an integral member of the Finance team, our organization's overarching responsibilities are to provide the highest caliber of relevant financial and business

The role: We are seeking a Staff Financial Analyst to join the Data Center GPU Finance organization. Build and enhance financial models to support forecasting, planning, and business decisions. Partner with Operations, Supply Chain, Sales, and Accounting to provide timely, actionable financial insig

The ideal candidate for this role must possess excellent analytical capabilities, have a solid understanding of the levers that impact financials results, be data driven and detail oriented to analyze both quantitative and qualitative information into actionable insights and results. Responsibilitie

Ownership of sophisticated models and financial analysis to validate, interpret, track and communicate product cost impacts. Strong financial systems and business application skills including SAP, Excel, Keynote, and Tableau.

Work with business, internal IT team and be part of a Coupa (software) implementation.Ability to write BRD, FD's and help business with testing.Communicate with IT leadership.Two end-to-end life cycle implementations.

We are seeking to add a dynamic and ambitious Senior Analyst in our US region Water Biosciences Finance team supporting the Service organization. Support the month-end close process specifically for the US region Waters Bioscience Service division, ensuring financial accuracy and compliance. Financi

Financial Analyst to support our RAPID division in planning, forecasting and analyzing fixed costs. Ad hoc analysis - analyze data from different perspectives and angles to help support business decisions and assist with financial systems implementation and adoption. Strong financial analytical and

The Senior Financial Analyst provides Financial Planning & Analysis (FP&A) support for the Commercial Services organization, delivering data-driven insights that improve efficiency, margins, and overall business performance. The Senior Financial Analyst plays a key role in forecasting, budgeting, fi

Join Adobe's world-class financial team as a Sr. At Adobe, for sales roles starting salaries are expressed as total target compensation (TTC = base + commission), and short-term incentives are in the form of sales commission plans. Adobe is proud to be an Equal Employment Opportunity employer.

Continuous learning of current public cloud technology landscape and exciting trends, and how Digital Media product roadmap uses cloud services to deliver value to Adobe customers. Adobe will consider qualified applicants with arrest or conviction records for employment in accordance with state and

Senior Financial Analyst - R&D Finance. Collaborate as a trusted finance business partner within the R&D org, including interacting with senior executives and their respective management teams. Bachelor's degree in Finance or Accounting with progressive and relevant experience.

Business Unit Financial Analyst – DDP – Senior Analyst (B3)## Position SummaryThe Business Unit Financial Analyst for Dielectric Deposition Products (DDP) is responsible for supporting financial planning, analysis, and reporting activities for a dynamic global business. The analyst will perform

Participates in and owns portions of the preparation of the annual operating plan, long‑term strategic plan, quarterly forecasts and quarter‑end financial reporting for revenue, gross margin, investment portfolio, Opex spending, and balance sheet. Self‑starter with strong work ethic and abilit

Join the power movement as a Financial Analyst. The FP&A function acts as the operating financial arm of the company. A successful candidate will engage with budget leaders to monitor purchase orders, analyze budget variances, and contribute to the financial reporting process.

Own all key Prisma Cloud financial metrics, including ARR, Bookings, Revenue, Margins, Renewal rate, and Customer Lifetime Value. Build financial models in Excel, Google Sheets, Tableau, or other systems to set up fully automated models. Advanced proficiency in Tableau, Excel and experience with fin

Client is seeking a highly motivated individual with exceptional analytical skills to join us as a Senior Financial Analyst responsible for portfolio products. The Financial Planning and Analysis (FP&A) team is a small high energy team providing finance partnership to business leaders across all fun

We are looking for a finance analyst to join the finance engineering organization. As an integral member of the finance team, you will be responsible for providing and managing relevant financial information that is insightful and visible to NVIDIA's senior leaders to make effective business decisio

The Financial Analyst is responsible for maintaining/improving financial models as well as the accurate and timely reporting and forecasting of costs related to the Semi Products and Customers (SPC) Group. Primary Location: USA-CA-Milpitas-KLA total rewards package for employees may also include par

Develop and maintain financial models and reporting that incorporate value and investment levers, supporting senior leadership in making informed decisions. Proactively identify process improvement opportunities, implementing solutions that enhance efficiency and accuracy in financial reporting. Bui

Your work will shape strategic financial decisions, drive operational efficiency, and provide the revenue-side financial foundation for the broader Cloud Finance team. You will serve as the embedded finance partner to the GTM / Sales organization, owning the revenue forecast, long-range revenue plan

SPG Infrastructure Financial Analyst Lead. We are seeking a results-driven Financial Analyst to join the SPG US Infrastructure Finance team, reporting to the Infrastructure Finance Manager. Strong communication skills, with the ability to present complex financial concepts clearly to diverse stakeho

Financial Analyst, Facilities & Workplace Services. Analyze historical trends, utilization data, and future business requirements to inform long term financial plans. You will partner across functions to help build world-class facilities operations grounded in financial discipline and long-term valu

The Senior Financial Analyst position is responsible for financial analysis and reporting in the areas of budgeting, forecasting, reporting, and analysis. Financial Reporting: Support the development, implementation, and maintenance of comprehensive internal financial reporting package to support th

Prepare and maintain accurate monthly and quarterly financial reporting packages for internal stakeholders. Lead and support various ad hoc financial analysis projects and cross-functional initiatives. Proficient in Oracle Smart View, Oracle Financial Close and Consolidation (FCC), Oracle EPM Planni