Top Tech Jobs & Startup Jobs in San Francisco Bay Area, CA

Leads Salesforce business analysis for client implementations from discovery through deployment. Facilitates workshops, gathers and prioritizes requirements, creates user stories and process documentation, manages backlogs, supports integrations and QA, and serves as the liaison between technical and business stakeholders. The role also manages client relationships, mentors junior analysts, supports training and deliverables, escalates project risks, and responsibly adopts approved AI tools.

Lead finance transformation advisory engagements for private equity-backed portfolio companies. Assess finance and accounting functions, conduct gap analyses, gather requirements, design future states, and support implementation across people, processes, technology, and data. Partner with CFOs, Controllers, operating partners, and deal teams; develop buy-and-build integration playbooks; optimize core finance processes; and leverage financial systems, automation, analytics, and AI tools to drive value creation.

Serve as a client-facing Salesforce Business Analyst supporting implementation projects. Gather and document requirements, facilitate workshops, create user stories and functional specifications, manage product backlogs, define acceptance criteria, and support integrations. Collaborate with configurators, developers, project managers, and stakeholders throughout delivery. Produce process documentation, training materials, and status reports while escalating risks and issues. Apply approved AI tools responsibly to improve client solutions and internal processes.

Lead Coupa consulting engagements involving selection, transformation, implementation, configuration, integrations, testing, supplier enablement, and go-live support. Advise stakeholders across Coupa modules, architect ERP integrations using REST APIs and Talend Studio, improve processes and reduce costs, and contribute to AI-enabled solutions, recruiting, business development, and practice initiatives. Travel domestically 30%–50%.

The Associate Director of FP&A will lead client engagement for private equity portfolio companies, oversee financial management, forecasting, and team development while driving operational enhancements in finance functions.

Lead FP&A advisory for PE-backed SaaS portfolios: manage client relationships, standardize SaaS KPIs and driver-based planning, deliver board-ready reporting and cash forecasts, guide systems/tooling, oversee multiple delivery teams, embed AI tools, recruit and mentor staff, and own origination and expansion targets.

Manage FP&A processes in Private Equity, develop financial models, contribute to budgeting, and enhance analytical tools, while mentoring teams.

Lead FP&A, financial close, consolidation, and EPM transformations for clients. Responsibilities include operating model design, process improvement, platform selection, implementation enablement, requirements and testing, data conversion, change management, stakeholder workshops, and hands-on FP&A advisory. The role also involves team leadership, client development, recruiting, proposal writing, industry representation, and applying AI and automation to forecasting and finance processes.

Leads FP&A, financial close, consolidation, and EPM transformation engagements for CFO-level clients. Responsibilities include operating model and process design, EPM platform selection and implementation enablement, change management, business development, client relationship management, practice development, and leadership of multi-level consulting teams. The role combines strategic advisory with hands-on transformation support, including planning, forecasting, reporting, data integration, testing, reconciliation, automation, and adoption.

Lead assigned workstreams across full-lifecycle Coupa implementations (requirements, design, configuration, testing, go-live). Facilitate workshops, perform fit-gap analysis, redesign processes, manage integrations, perform data tasks, enable suppliers, document solutions, and adopt firm-approved AI tools to improve client outcomes.