Top Finance Jobs in San Francisco Bay Area, CA

Lead a public finance banking team to structure and execute complex municipal bond financings, build client relationships, develop financial models, collaborate across the firm, mentor staff, and represent the firm at industry events.

Partners with G&A leaders on investment, headcount, and resource allocation decisions. Builds financial models, analyzes performance, supports forecasting and long-range planning, and delivers scenario-based insights. The role manages workforce and organizational planning, identifies cost optimization opportunities, and communicates recommendations to executives and cross-functional stakeholders.

Leads strategic finance for Commerce go-to-market, partnering with revenue leaders on planning, forecasting, performance management, investment analysis, and commercial strategy. Builds driver-based financial models linking sales, marketing, pricing, adoption, transactions, and retention to outcomes. Evaluates investments using scenario and ROI analysis, prepares executive materials, and manages finance team members.

Lead finance and business management initiatives for Global Corporate Banking Technology. Responsibilities include implementing strategy, improving financial performance across fees, costs, RWA, and capital utilization, mitigating business risks, analyzing expenses, driving productivity, shaping workflows and technology projects, managing external providers, and representing the business in working groups. The role requires executive communication, strategic project management, banking industry expertise, and strong cross-functional collaboration.

Partners with Sales and RevOps leadership on forecasting, budgeting, headcount planning, quota capacity, commissions, bookings, and productivity. Owns Sales financial planning and business reviews, translates variances into recommendations, and builds scalable reporting, dashboards, and processes to improve forecast accuracy and operational efficiency.

Own Notion’s consolidated corporate financial model, monthly reporting, budget-versus-actual analysis, rolling forecasts, and planning systems. Maintain Pigment models, data loads, scenario snapshots, and reconciliations. Support executive, Board, and investor reporting while improving finance infrastructure through automation and stronger data workflows. Partner cross-functionally with Accounting, BizTech, People, and Finance teams to align data, mappings, and chart-of-accounts processes.

Leads finance for the Connected Products business, building planning, forecasting, reporting, governance, revenue, costing, inventory, and performance-management capabilities. Partners with technology, commercial, and executive leaders on investments, resource allocation, growth strategies, and returns. Oversees forecasting cycles, establishes financial infrastructure, influences senior stakeholders, and develops a high-performing finance team through organizational change.

Supports investment banking origination and execution across financings, mergers and acquisitions, and advisory transactions focused on technology. Responsibilities include financial modeling, financial analysis, industry and company research, transaction coordination, client interaction, and preparing pitch materials, presentations, offering memoranda, and proposals. Works closely with senior bankers and manages multiple projects in a fast-paced environment.

Leads financial integration for acquired businesses, including M&A diligence, pre-close planning, financial data and reporting transitions, purchase accounting coordination, synergy tracking, performance management, earn-out analysis, and executive reporting. Partners with Finance, Accounting, IT, Data, Operations, and external advisors to integrate acquisitions, improve processes, and develop repeatable integration methodologies.

Own financial strategy, capital allocation, budgeting, forecasting, and reporting for approximately half of Cloudflare’s G&A organization. Partner with CFO, CAO, CIO, and senior leaders; build advanced financial models; automate AI-assisted processes; support month-end close; explain variances; and coordinate annual and long-range planning. The role requires strong corporate finance expertise, executive communication, SaaS knowledge, and the ability to create scalable processes in an ambiguous environment.

Partner with cross-functional leaders to translate business plans into financial plans, drive capital allocation, build business cases, own budgeting and forecasting, analyze variances, and define trusted KPIs. The role influences strategic decisions across Product, Sales, Marketing, Operations, and People while applying AI tools to improve financial analysis and decision-making.

Supports investment banking origination and transaction execution across financings, mergers and acquisitions, and advisory services, with a technology focus. Responsibilities include financial modeling, industry and company research, process coordination, client presentations, pitch materials, offering memoranda, and other transaction documentation. The analyst works with senior bankers and clients while managing multiple projects and teams.

Lead finance operations improvements across procure-to-pay, order-to-cash, and record-to-report. Drive GenAI and digital finance transformation, optimize close/consolidation, enhance forecasting, reporting, and data analysis. Manage complex finance issues, ensure compliance and quality, build client relationships, and mentor junior staff.

Lead design and implement finance transformation solutions using OneStream; analyze complex issues, mentor junior staff, build client relationships, configure models/workflows, and support budgeting, forecasting, and performance management.

The Finance Business Partnership Manager supports practice groups and growth teams through forecasting, profitability analysis, pricing and discount analysis, KPI development, dashboard reporting, and business case support. The role leads monthly financial reviews, partners with data and accounting teams, improves reporting standards, supports planning and staffing decisions, and translates financial insights into operating actions for non-finance leaders.

Own marketing FP&A, including headcount planning, budgeting, actuals tracking, channel allocation, ROI reporting, purchase orders, and vendor commitments. Partner with marketing, sales, RevOps, data, and corporate finance to connect marketing spend with pipeline and revenue outcomes. Lead pipeline forecasting, reporting definitions, risk identification, and AI-enabled automation of finance processes and forecasting cycles.

Own the corporate FP&A function, including integrated three-statement modeling, consolidated planning, AOP, forecasting, long-range planning, cash modeling, liquidity forecasting, and Board and executive reporting. Partner with leaders to translate operational, production, contract, R&D, and go-to-market plans into financial outcomes. Scale planning infrastructure, improve automation, and guide capital allocation and strategic decisions.

Serve as a strategic finance partner to business functions, translating plans into financial forecasts, budgets, business cases, and investment decisions. Own planning, monthly forecasting, variance analysis, operating budgets, KPIs, and unit economics. Influence capital allocation across product, sales, marketing, operations, hiring, vendors, and build-versus-buy decisions. Apply AI tools to improve financial analysis and decision-making while communicating insights clearly to cross-functional leaders.

Lead corporate FP&A, quarterly forecasting, annual planning, board reporting, cash flow and equity burn modeling, corporate OpEx allocations, covenant reporting, and month-end analysis. Partner with executives and department leaders to identify risks, optimize costs, influence capital allocation, and improve Adaptive Planning processes. Build scalable finance infrastructure, deliver strategic insights, and communicate financial performance to the Board and investors.

Partner with Health Plans and Partnerships to shape growth strategy using unit economics, scenario-based forecasting, and granular financial models. Evaluate trade-offs, drive data-driven decisions, translate financial concepts for non-finance partners, and partner cross-functionally to test assumptions and ensure operational accountability in a fast-paced healthcare marketplace.

Leads financial strategy and business partnership for Sales, Customer Success, and Marketing. Owns forecasting, ARR reporting, GTM P&L management, financial modeling, performance analysis, and strategic planning. Partners with senior executives and cross-functional teams to guide growth decisions, improve reporting infrastructure, analyze sales capacity and markets, and design compensation strategies.

Leads strategic finance activities including P&L consolidation, forecasting, annual planning, cash forecasting, financial reporting, and executive-level analysis. Partners with Accounting and business leaders to improve finance processes, build models, evaluate capital allocation and guidance strategies, and translate complex financial data into actionable insights for leadership, the Board, and public markets.

Leads the Institute’s accounting and financial operations, including general ledger management, accounts payable and receivable, payroll coordination, budgeting, forecasting, grant compliance, audits, and financial reporting. Oversees internal controls, restricted funding, and finance support staff. Partners with leadership and program teams on financial strategy, systems implementation, process improvement, and translating financial information for non-finance audiences.

Partners with Engineering, Product, and Design leadership on budgeting, forecasting, long-range planning, reporting, headcount planning, expense management, and investment decisions. Builds financial models, scenario analyses, executive reporting, and scalable automated processes using AI tools. Translates complex financial and operational data into actionable insights and collaborates across finance and business teams to support strategic initiatives and resource allocation.

Own end-to-end financial planning for G&A teams, define domain financial strategy, build investment business cases, and lead cross-functional analyses. Improve planning processes, tooling, data definitions, and forecast quality while partnering with budget owners and senior functional leaders. Translate complex financial analysis into clear executive narratives and drive data-informed decisions across the organization.