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Jobs near San Francisco, CA “All Jobs” San Francisco, CA

Are you a skilled Analyst who believes in lending your skills to end hunger? If so, consider being the Business Analyst for the San Francisco Marin Food Bank.

The SF Marin Food Bank is comprised of a dedicated team of approximately 150 staff working collaboratively to provide close to 50 million pounds of food to over 210,000 people in the Bay Area – a region where 1 in 4 people are at risk of hunger. We are currently looking for a Business Analyst to help with overseeing data architecture of its ERP that delivers against the organizations mission to end hunger. See the job description below and apply today if you would like to join us in our mission to end hunger.

POSITION PURPOSE

Work with key stakeholders to align the business needs of the Food Bank and the functionality and data architecture of its ERP (Microsoft Dynamics NAV 2016) and associated databases including a SQL data warehouse. Implement process improvements to increase efficiencies by utilizing new or additional features within the applications ecosystem. Create reports and queries using tools such as Jet Reports/Jet Analytics. Support various departments with their ERP use and act as a liaison between functional teams, the IT department, and external vendors as needed for emerging business needs, projects, and troubleshooting. Coordinate with external vendors responsible for ERP system customizations, upgrades, and Tier 2 user support. Prepare process and user training documentation and provide end-user training.

ESSENTIAL FUNCTIONS AND BASIC DUTIES


  • Coordinate all aspects of ERP database operations, including implementation, custom design, and development (executed by external vendor), user security, documentation, etc.

  • Work with internal stakeholders to understand business requirements, define scope of potential changes, propose technical and/or process options, create and deploy selected solutions.

  • Troubleshoot user issues; work with external vendor on resolution if needed.

  • Develop and maintain system documentation, including documentation of any custom code or integrations, system logic and flow charts, and version upgrades.

  • Work with stakeholders to develop training materials and conduct user training.

  • Directly manage vendor relationships including Dynamics NAV VAR and third-party vendors.

  • Develop and publish standard reports. Work with users to develop ad-hoc reports and queries. Experience with Jet Reports preferred.

  • Develop and maintain a broad understanding of organizational processes, procedures, challenges, and initiatives. Propose and implement data base tools and procedures to support those organizational needs.

  • Provide technical knowledge and implementation support for integration of the ERP with other systems.

  • Maintain peer relationships with other food banks, represent organization in Operations & Technology Consortium, advise senior leadership on network-wide issues related to areas of focus and expertise.

  • Other duties as assigned

QUALIFICATIONS


  • Combination of education and relevant experience sufficient to perform essential duties.

  • 2-5 years’ experience with finance, operations, and inventory transactions and procedures in an ERP system

  • Understanding of database theory, programming logic, and business procedures.

  • Demonstrated analysis skills including expert-level proficiency in Excel; proficiency in other Microsoft Office Suite applications

  • Strong organizational skills with ability to utilize initiative and judgment in juggling multiple responsibilities in a dynamic, rapidly changing environment

  • Demonstrated ability to be thoughtful and innovative in analyzing organizational needs and communicating complex data and systems solutions to stakeholders.

  • Professional, accountable, and results-oriented with the ability to work independently while supporting multiple stakeholders

  • Proven ability to work remotely

  • Experience with Microsoft SQL

  • Experience in object-oriented programming environment helpful (preferably Visual Basic)

  • Ability to work and interact well with individuals (staff, volunteers, and participants) from a variety of socioeconomic backgrounds in a culturally diverse environment

  • Comfortable and well-versed in interacting with a broad range of end users with varying technical abilities.

  • Preferred experience with Food Banking, food industry, supply chain or related inventory/warehouse environments

  • Excellent written and verbal communication skills

  • Interest in hunger or food issues

PHYSICAL DEMANDS AND WORK ENVIRONMENT:

(The physical and environmental demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.)

ENVIRONMENT: Standard office

FINGER DEXTERITY: Requires typing on standard computer.

TALKING: Ability to speak on phone and face to face.

HEARING: Able to hear average or normal conversations and receive ordinary information.

REPETITIVE MOTIONS: Frequent and regular movements using the wrists, hands, and fingers.

AVERAGE VISUAL ABILITIES: Average, ordinary, visual acuity necessary to view computer screens and documents.

PHYSICAL STRENGTH: NOT APPLICABLE.

COMMUNICATION AND COGNITIVE REQUIREMENTS

REASONING ABILITY: Ability to apply principles of logical or scientific thinking to a wide range of intellectual and practical problems. Ability to interpret instructions.

MATHEMATICS ABILITY: Ability to perform basic math skills, use decimals to compute ratios and percentages, and to draw and interpret graphs.

LANGUAGE ABILITY: Fluency in English. Demonstrated excellence in writing and editing.

SALARY: Competitive pay based on qualifications and experience

BENEFITS: Medical, dental, life, long-term disability, and 403(b) retirement plan with employer base and matching contribution. Generous holidays, vacation, and sick time.

The San Francisco-Marin Food Bank is an Equal Opportunity Employer. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.


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We are a industry leading insurance and financial services broker/dealer in San Carlos, CA looking for part time or full time Finance Associates to expand in the San Francisco Bay Area. Qualified candidates will receive training on money management, how to pay off debt, cash saving, asset protection, life insurance, retirement planning, investing, wealth accumulation, and entrepreneurship.

Finance Associates are required to attend weekly training and pass the CA Life & Health Insurance exam. Securities licenses (6 & 63) sponsorship is also available for qualified Finance Associates.

No previous experience required, but previous experience is a plus.

Qualified Candidates Must:

Have NO prior Felonies

Be Coachable

Be Driven

Be able to pass the CA Life & Health license exam with a 60% or higher

Honest and will always put the client's interest first

(Bilingual is a plus) 


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Job Description


Are you a successful and driven Financial Analyst with experience working as an Accountant as well? I have your next position waiting for you!


If you are interested in this opportunity, please send resume to lbrazil@ledgent.com – Attn: Leslee Brazil


Position: Financial Analyst / Accountant
Location: San Leandro
Duration: temporary to hire / Direct Hire
Pay: $85-95K (DOE)


The Financial Analyst position provides direct support to the Finance Leader and works with the different sales and operational areas of the business and the Finance team in a wide range of finance, accounting, operating activities and information requests. The Financial Analyst works with the Business Analyst position and must be able to develop a close working relationship with this position. The Financial Analyst is required to aide management in decision making. The ideal candidate is disciplined, has a sense of urgency and high quality and accuracy standards.


Essential Functions:



  • Prepare information requests from the regional and corporate Finance team in an accurate and timely manner.

  • Provide extensive support during the annual financial planning cycle (annual budgets and periodic financial forecasts).

  • Perform variance analysis between actual financial performance and budgets/forecasts accurately explaining the main drivers behind the variances.

  • Prepare financial reports and presentations for business and financial reviews, executive meetings, etc.


Skills and Knowledge Required:



  • Broad knowledge of business administration, finance and accounting.

  • Proven ability to learn the business and work independently to achieve goals.

  • Thrive in a changing, deadline-oriented environment where the ability to prioritize is very important.

  • Ability to drive continuous improvements in financial reporting, planning and analysis activities.

  • Ability to create financial and analytical models for data-driven decisions in a matrix organization.

  • Advanced analytical skills.

  • Excellent written and verbal communication skills across all levels of the organization and with parent company Finance management.

  • Experience with multi-dimensional software for financial reporting, planning and analysis


 


Financial Analyst/ Accountant requirements:



  • Bachelor’s degree (B. A or B. S.) in Finance or Accounting from a 4-year college and three (3) to five (5) years of related experience and training; or equivalent combination of education and experience.

  • Previous experience in wholesale distribution a plus.

  • Master’s degree a plus.

  • Must be able to work closely with Data Analyst and have knowledge of Sequel, Power BI and Excel.


 


If you are interested in this opportunity, please send resume to lbrazil@ledgent.com – Attn: Leslee Brazil


 


Company Description

We are an equal opportunity employer and make hiring decisions based on merit. Recruitment, hiring, training, and job assignments are made without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, or any other protected classification. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance.


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Job Description


Momentum Finance is looking for a professional Junior Accountant with impressive Excel skills who values innovation and loves working with Founders and their Startups.


Momentum Finance is a next-generation boutique financial advisory firm designed to serve and evolve with the Founder’s Company from well Seed funded to Series B.


We are a special kind of firm, and we are looking for a special kind of person to work with us.


You might be ONE of US if…



  • You aspire to be an enterprise-level professional, but you do not always think like one


  • You are excited about working with Founders, early-stage companies, and new business models



Primary responsibilities for working with our Clients include reconciliations in QuickBooks Online Plus, invoice entry in Bill.Com and managing expenses in Expensify.


We require a rock-solid understanding of general accounting concepts (GAAP), a keen eye for detail and tenacity towards meeting (or beating ;) deadlines.


Your qualifications are expected to show that you have a thorough knowledge of QuickBooks Online, advanced knowledge of Excel (Pivot Tables are just the tip of the iceberg of your knowledge) and familiarity with Google Apps.


We provide training for our core software platforms, including Asana, Bill.Com, Expensify, Gusto and SaaSOptics (just to name a few). Your ability to multi-task and self-motivate are requisite for joining our Team.


This position requires once per week on-site presence in our San Francisco office. We will meet in the office on Tuesdays, and you may be required to visit client locations when appropriate.


You will be working remotely the majority of the time.


This is an hourly contract position with Momentum Finance.


Example Responsibilities:



  1. Enter Vendor Invoices in Bill.com

  2. Maintain an orderly document filing system in Google Drive

  3. Enter bank and credit card transactions in Quickbooks Online

  4. Review Expense receipts in Expensify

  5. Support Senior Accountants on weekly tasks

  6. Management support as requested


Desired Qualifications


Our optimal Junior Accountant will have a minimum of an Associate's degree in accounting, as well as a thorough knowledge of bookkeeping and generally accepted accounting principles. Prior experience with Quickbooks Online Plus is essential, preference will be given to candidates with knowledge of our preferred platforms including Bill.com, Expensify, Gusto and Asana. The candidate needs to demonstrate rock-solid Excel skills, advanced skills preferred.


Supervises: None Initially


Education, Experience, and Skills Required:



  • Knowledge of bookkeeping and generally accepted accounting principles

  • Associate's degree in accounting or business administration, or equivalent business experience

  • Preference will be given to candidates with a ProAdvisor designation with Quickbooks Online

  • Above average knowledge of Excel, pivot tables and vlookup essential

  • Minimum of two years of accounting / bookkeeping experience including AP / AR / Payroll

  • Ability to perform several tasks concurrently with professionalism

  • Knowledge of regulatory requirements of processing payroll accounting transactions and payroll returns

  • Fluent in English - Ability to communicate clearly and concisely, verbally and in writing

  • Ability to demonstrate persistence to achieve quality

  • Must be able to keep client matters strictly confidential

  • Must have excellent interpersonal skills and customer service skills


Company Description

For early-stage clients, we provide CFO services that allow entrepreneurs to focus on building and growing their company, versus managing their back office including accounting, payroll, HR, financial reporting, budgets and projections. We are a bespoke, next-generation financial advisory firm designed to serve and evolve with the Founder’s Company from well Seed funded to Series B. We help entrepreneurs build momentum throughout the lifecycle of their company.


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Job Description


Aqua Finance, Inc. is looking for team players with an eye for process improvement. We believe people do their best work when they’re happy, so we work to make Aqua Finance a place where everyone can thrive.


We're looking for people who are jacks of all trades: super organized and great at working with people. You will be working in a fast-paced environment with a nimble team that is focused on best in class customer service! There are countless opportunities to make an impact.


If this sounds like you, we'd love to talk!


BUSINESS ANALYST - ESSENTIAL JOB FUNCTIONS



  • Effectively translate functionality requests into user stories, functional requirements and test scenarios for projects of various sizes and complexity

  • Serve as the primary point of communication between project stakeholders: business departments, IT project leaders, and development staff

  • Create business process flow diagrams

  • Validate requirements, write user acceptance test cases, and execute and/or coordinate testing activities

  • Assist with release planning and regression testing of system releases

  • Write and maintain systems documentation, end-user manuals, and release notes

  • Provide functional and business expertise to developers during the design and development phases

  • Build a deep understanding of the platforms to identify opportunities for profitable growth, ensure a positive user experience, and implement operational efficiencies.

  • Engage with internal and external customers to develop an understanding and perspective about opportunities that exist in the marketplace, and those where Aqua Finance has the potential to excel.

  • Facilitate working meetings to bridge the gap between business needs and technical challenges.

  • Evaluate options and steer a project team to help determine the best solution and apply critical thinking for balanced decisions.

  • Other duties as directed



QUALIFICATIONS-EXPERIENCE-TRAINING


Bachelor’s degree in business or technical discipline is preferred


CCBA or CBAP certification is preferred


3-5 years of technical related experience with formal Business Analyst training is required. Similar combination of education and experience will be considered


Experience with working on Agile projects and using Jira is preferred


Highly motivated individual with strong problem solving, communication, writing, negotiation, and interpersonal skills is required.


Must be willing to learn the business of Aqua Finance and to apply knowledge gained to systems project work


General knowledge of business operations, objectives and strategies as well as business process and information flow


General knowledge of diverse technologies and new and current architectures


Skills in object, data and/or process modeling; financial analysis and planning; business process design


Must have the ability to analyze problems, troubleshoot, and make decisions in the best interest of the company to minimize downtime.


Willingness to pursue ongoing training and/or certifications necessary to stay current in job role.


Occasional travel required for training and/or project work with external stakeholders and project team members


Periodic after core hours, night and weekend work is required in relation with system testing, upgrade, and implementation activity.


Must have sufficient experience or training to demonstrate the knowledge and ability to perform the job functions as defined above.


Employment Term: Regular


Employment Type: Full Time


Hours per Week: 40+


Starting Salary Range: Grade 15, $70,657.60 to $105,976.00 Annually, Based on Experience


Full Benefits Package including: Medical, Dental, Vision, Group Life Insurance Plan, 401K with Company match, Short-Term Disability, Long-Term Disability, Paid-Time-Off and much more!


Casual for Cause - At Aqua Finance, casual day can be every day. We have used the perk to dress casual to help raise money for a variety of charities. https://www.aquafinance.com/who-we-are/news-events/casual-for-a-cause-q1-2016/


Child Care Resources: info@childcaring.org


#ZR



Company Description

Aqua Finance provides fast, flexible financing programs to a variety of different industries, including: Water Treatment , Home Improvement, HVAC, Marine, RV, Powersports and more. We develop our programs around your customer’s needs and approve more customers than other lenders.

Aqua Finance, Inc. employees are passionate not only about building great teams, but also about being great teammates. You’ll join a talented team focused on solving problems and identifying opportunities! Awesome career opportunities begin here!


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Job Description


 


About Us


At Treasury Wine Estates (TWE) we welcome individuals who seek to make extraordinary impact.  We embrace an environment where you can set about defining yourself and your career.  Our global portfolio of instantly recognized wine brands includes Beringer, Sterling Vineyards, Provenance, Etude, Stags’ Leap, Beaulieu Vineyards and 19 Crimes; TWE is an organization where the sky’s the limit.


 


About the Role


TWE seeks two Finance Analysts to join our Commercial Finance team where you will partner with and provide support to our Sales team in various areas, including executing annual budgeting, forecasting, and other key processes.


This role also works closely with the Commercial Finance team, providing support on performance management initiatives to ensure business plan objectives are met, identifying and implementing changes to reporting processes to standardize business approach, and financial stewardship via variance and pricing analysis.


 


Key Responsibilities:


Budgeting, Planning, and Forecasting:



  • Support Commercial Sales team and Divisional Finance Manager through all FP&A deliverables



  • Partnering with FP&A and Commercial Finance to operationalize high level NA guidance to market level



    • UST AOP and FI Exercises


    • Distributor AOP


    • Discount and Rebate Budget




  • Ad hoc planning and reporting on profit optimization initiatives, i.e. Group R&O tracking and management


  • SLOB Tracking / Management


  • Partner with Customer Service, Accounting and the Global Business Services (GBS) teams to resolve and minimize price discrepancies between customers and TWE



 


Integrated Business Planning (IBP):


  • Track financials via reporting, systems to provide input to IBP including Deal, Opps, Risk Registers


 


Front Line Resource for Sales Performance Management and Variance Analysis:



  • D&R Spend by Brand


  • Finance support for annual planning cycles as pertains to Distributor AOPs


  • Entity Grant, LMF management/reporting across all distributors


  • Milestone Reporting



  • Distributor Incentives e.g. disruptive displays and other corporate programs


     




 


About You:


We are searching for a dynamic, business savvy professional with at least 5 years of successful experience in FP&A and accounting.  Ideally, you come from the CPG, manufacturing, or adult beverage industry, with previous experience providing business partnership to Sales or other commercial teams.  You are also very technically savvy with advanced proficiency in MS Excel and proven experience working within different systems (e.g JDE, Hyperion).  Additional key qualifications include:


 



  • Bachelor’s degree in Finance or Accounting required.  MBA or CPA preferred.


  • Ability to produce timely and accurate work independently. Excellent organization and multi-tasking skills.


  • Ability to work well with cross-functional teams, ask the appropriate questions and gain consensus in solving problems.


  • Excellent interpersonal and people skills. Proactive communication skills (written/oral/presentation) required.


  • Ability to contribute to a positive work atmosphere by communicating with customers, co-workers and management according to established standards.


  • Knowledge of technical and professional principles for accounting and finance.



  • Analytical / Problem Solving Skills. Proven analytical capabilities and strategic mind – organized and structured in approach.  Ability to assess complex business environment and formulate ideas to create value. Able to dissect the key elements from any business situation and distil into a manageable framework.


     




Apply Today!


Treasury Wine Estates is an Affirmative Action/Equal Opportunity Employer.


Company Description

Treasury Wine Estates (TWE) is one of the world’s largest wine companies, listed on the Australian Securities Exchange (ASX.TWE). The Company has a rich heritage and a portfolio of some of the most recognized and awarded wine brands in the world, including Penfolds, Stags’ Leap, Beaulieu Vineyard, Beringer, 19 Crimes, Matua, Chateau St Jean, Sterling Vineyards, Cavaliere D’Oro and Etude. TWE is focused on portfolio premiumization and brand-led marketing, with world-class production facilities in internationally recognized wine regions. The Americas head offices are situated in Oakland and Napa California. Our production and winery facilities are located in the iconic wine growing regions of Napa Valley, Sonoma County and the Central Coast. The Company sources grapes for our extensive US wine portfolio from a mix of owned, leased and grower vineyards through California, with wine production facilities also in California. Employing approximately 3,400 winemakers, viticulturists, sales, marketing, distribution and support staff across the globe, TWE’s wine is sold in more than 100 countries around the world. Learn more about Treasury Wine Estates at www.tweglobal.com.


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