Lead public-company finance functions including SEC reporting coordination, investor relations, capital markets (equity/debt) and credit facility management, investment analysis, M&A execution and integration, financial modeling and valuation, stakeholder communications, FP&A-driven capital allocation, and process improvements across investor relations and transactions.
Job Summary & Responsibilities
- Partner with the SEC reporting team on public company filings (10-K, 10-Q, 8-K), earnings releases, and supporting disclosures — ensuring investor-facing narratives align with reported financials
- Maintain working knowledge of U.S. GAAP, SEC regulations, and SOX to inform capital markets and M&A decisions
- Lead investor relations activities, including earnings calls, investor presentations, analyst communications, and shareholder engagement
- Support and execute capital markets activities, including equity/debt offerings, refinancing, and credit facility management
- Evaluate investment opportunities, including financial modeling, valuation analysis, and return assessments
- Lead and support M&A transactions, including due diligence, deal structuring, negotiation support, and post-merger integration
- Develop and maintain relationships with external auditors, legal counsel, banks, investors, and advisors
- Provide financial insights and strategic analysis to senior leadership to support decision-making
- Leverage FP&A outputs (budgeting, forecasting, long-range planning) to support capital allocation, investor guidance, and M&A modeling
- Drive process improvements across investor relations, capital markets, and M&A workflows
- Bachelor’s degree in finance, Accounting, or related field; CPA preferred (MBA a plus)
- 10+ years of progressive finance/accounting experience
- Strong working knowledge of SEC reporting, U.S. GAAP, SOX compliance, and FP&A
- Direct experience with capital markets transactions (equity, debt, credit facilities)
- Proven experience in investment analysis, corporate development, and M&A execution
- Strong financial modeling and valuation skills (DCF, comparable analysis, transaction modeling)
- Demonstrated ability to manage complex transactions and cross-functional projects
- Strong analytical, communication, and leadership skills
- Ability to influence senior stakeholders and operate in a fast-paced environment
Preferred Experience
- Background in investment banking, private equity, or Big 4 transaction advisory
- Experience with ERP systems (e.g., SAP, Workday) and financial reporting tools
- Exposure to e-commerce, technology, or retail industries is a must
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What you need to know about the San Francisco Tech Scene
San Francisco and the surrounding Bay Area attracts more startup funding than any other region in the world. Home to Stanford University and UC Berkeley, leading VC firms and several of the world’s most valuable companies, the Bay Area is the place to go for anyone looking to make it big in the tech industry. That said, San Francisco has a lot to offer beyond technology thanks to a thriving art and music scene, excellent food and a short drive to several of the country’s most beautiful recreational areas.
Key Facts About San Francisco Tech
- Number of Tech Workers: 365,500; 13.9% of overall workforce (2024 CompTIA survey)
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- Key Industries: Artificial intelligence, cloud computing, fintech, consumer technology, software
- Funding Landscape: $50.5 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Sequoia Capital, Andreessen Horowitz, Bessemer Venture Partners, Greylock Partners, Khosla Ventures, Kleiner Perkins
- Research Centers and Universities: Stanford University; University of California, Berkeley; University of San Francisco; Santa Clara University; Ames Research Center; Center for AI Safety; California Institute for Regenerative Medicine
