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

Lead financial due diligence for middle-market buy- and sell-side transactions, analyze income statement and balance sheet items, identify risks and adjustments, assess working capital and debt, draft Quality of Earnings and transaction reports, support proposals and business development, supervise and mentor associates, and meet utilization targets. Travel up to 25% as required.

Manage day-to-day administration of firm health, welfare, and retirement plans; partner with vendors, payroll, HRIS and leaders; support compliance (including 5500s, nondiscrimination testing), open enrollment, reporting, vendor management, and participant communications. Mentor staff and deliver high-touch benefits service.

Lead and execute a global analyst relations program: shape analyst narratives, build relationships with firms (Gartner, Forrester, IDC, Everest, TBR), influence evaluations (Magic Quadrant, Forrester Wave, IDC MarketScape), prepare executives, set KPIs, manage budgets/subscriptions, and partner cross-functionally to align analyst, media, and investor messaging.

Lead end-to-end proposal development for strategic Technology industry pursuits: intake, research, content creation, and submission. Collaborate with subject matter experts, pricing, and BD teams to craft tailored executive summaries, methodologies, biographies, and case studies. Use Microsoft Office, proposal systems, and AI tools to ensure quality, compliance, and timely delivery while maintaining content libraries and templates.

Lead and grow a Value Creation practice serving private equity and investment clients. Drive business development, oversee multiple engagements, mentor teams, implement high-impact value creation strategies, and align account growth with firm objectives. Support proposal development, meet commercial goals, and integrate value creation into broader deal advisory.

Lead and expand the Value Creation practice for PE, hedge fund, and investment banking clients. Drive business development, oversee multiple engagements, deliver measurable value creation, mentor staff, integrate insights into deal advisory, and support practice growth and client account strategy.

Lead and manage global indirect tax software implementations and ERP integrations (Vertex, Avalara, Sovos, SAP, Oracle, etc.). Own requirements gathering, design, build, testing, documentation, and go-live support. Manage custom interfaces, lead project teams, contribute to proposals and sales, and build client relationships while ensuring project delivery and staff development.

Implement and integrate third-party and custom indirect tax systems with major ERPs, gather requirements, design, build, test, document, manage integrations and go-lives, support clients, and participate in sales and proposals.

Implement third-party tax software (Vertex, Avalara, Sovos, Thomson Reuters) and custom solutions, integrate with ERPs (SAP, Oracle, PeopleSoft, JD Edwards, Great Plains), gather requirements, design/build/test implementations, manage interfaces and go-live support, produce documentation and test plans, and participate in sales/proposals and client relationship development.

Provide OneStream advisory and implementation services across full lifecycle: gather requirements, design and configure solutions, test, train users, support post-production, and drive client transformations while meeting utilization targets.