Finance Associate Jobs in San Jose, CA

Advance with us to enhance investment strategies through comprehensive research, performance analysis, and portfolio management, ensuring optimal asset allocation and compliance for a diverse client b...

Take ownership of driving new ARR growth through strategic sales plans targeting RIAs, Private Banks, and Family Offices. Leverage your experience in software sales within the finance industry to exce...

Lead the charge in delivering high-quality charitable gift planning services, enhancing client relationships, and driving engagement through expert advice and collaboration with internal teams and non...

Engage with us to lead a high-performing engineering team, owning product roadmaps and driving innovation in corporate giving. Shape strategies for enterprise-level solutions and impactful disbursemen...

Unlock potential by leading strategic programmatic initiatives for high-profile clients. You will drive advanced account growth, innovate data strategies, and mentor talent, ensuring seamless integrat...

Transform financial planning and analysis by leveraging data-driven insights and strategic modeling to support key initiatives, collaborating effectively across teams to enhance performance and decisi...

Drive operational excellence as you lead billing and collections activities in a TPA environment. Partner across functions to minimize revenue leakage and enhance client experience while overseeing te...

Elevate sales success by driving revenue growth within the banking sector. Own the complete sales lifecycle, develop new leads, and foster relationships with mid-tier clients to ensure sustained busin...

Elevate mid-market growth by driving total sales lifecycle in the banking sector. Build lasting business relationships, manage pipelines, and lead efforts to exceed revenue goals through innovative so...

Shape the future of healthcare by leading our business development team, driving strategy, and executing a high-performing outbound function that opens new health system accounts while mentoring BDMs...

Champion growth by driving sales of innovative education solutions. Build strong relationships and identify opportunities in K-12 accounts. Navigate complex processes and collaborate to maximize pipel...

Advance healthcare analytics by leading a high-performing team to harness complex medical data. Collaborate with cross-functional partners, drive strategic insights, and improve operational performanc...

Shape the future of affluent banking by deepening customer relationships and providing integrated financial solutions tailored to evolving needs while leveraging digital tools and teamwork for seamles...

Grow your career by expanding our doula provider network through outreach, education, and partnership development. Collaborate with teams and enhance community connections to support pregnant and post...

Manage financial analysis and planning for business segments. Collaborate across departments to deliver insights, support reporting, and perform audits while coaching junior staff. Drive results with...

Take ownership of equity administration including grants, transfers, and compliance while ensuring seamless operation for a rapidly growing tech company. Be a key resource, leveraging strong analytica...

Drive operational excellence in facilities management across multiple regions while leading strategic initiatives and optimizing service delivery to support business growth and efficiency...

Join a team that's redefining client solutions by leading ERP implementations, nurturing client relationships, and managing a talented team to drive success in technology integration and compliance ac...

Unlock potential by providing strategic accounting advisory services, leading client engagements, defining business growth, and mentoring future leaders in capital markets transactions and reporting w...

Lead impactful strategic advisory in capital markets, guiding clients on complex accounting issues while overseeing business development and mentoring future leaders to drive growth and innovation...

Tackle the complexities of revenue cycle management by directing billing operations, maximizing collections, and ensuring compliance while developing staff performance to drive organizational success...

Empower wealth management by mastering strategy development, investment operations, and client relations. Grow with our dynamic team, supporting financial advisors to achieve exceptional service for h...

Grow your career by representing clients in complex family law matters, while collaborating within a dedicated team. Bring your legal expertise to drive strategies that achieve favorable outcomes in v...

Unlock potential by gaining hands-on experience in equity markets, client engagement, and trading execution. Collaborate with industry experts, develop market insights, and build lasting client relati...

Champion growth by leading and developing a high-performing sales team, executing innovative strategies, and ensuring top talent retention to maximize sales performance across assigned territories for...