Life Insurance Jobs in Peninsula
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Looking for Life Insurance jobs in Peninsula? Browse our curated listings with transparent salary information to find the perfect Life Insurance position in the Peninsula area.
Investor Relations Manager
Company: RingCentral
Location: Peninsula
Posted Sep 14, 2023
We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. RingCentral is headquartered in Belmont, California, and has offices around the world. More flexible and cost effective than legacy on-premises PBX and video conferencing systems that it replaces, RingCentral® empowers modern mobile and distributed workforces to communicate, collaborate, and connect via any mode, any device, and any location. The salary may vary depending on your location, skills, and experience. RingCentral offers on-site, remote and hybrid work options optimized for the ways we work and live now. What we offer: Comprehensive medical, dental, vision, disability, life insurance Health Savings Account (HSA), Flexible Spending Account (FSAs) and Commuter benefits 401K match and ESPP Flexible vacation Wellness programs including 1:1 coaching and meditation guidance Paid parental and pregnancy leave and new parent gift boxes Family-forming benefits (IVF, Preservation, Adoption etc.) About RingCentralRingCentral, Inc. (NYSE: RNG) is a leading provider of business cloud communications and contact center solutions based on its powerful Message Video Phone™ (MVP™) global platform. RingCentral is an equal opportunity employer that truly values diversity. To succeed in this role: Build a deep understanding of RingCentral's strategy, market position, core and adjacent offerings, operating initiatives and financial outlook Collaborate with Head of Investor Relations, Executive Management and other internal groups including: Financial Planning & Analysis, Corporate Communications, Sales, and Product Management to develop and frame key messaging points regarding the company's strategy and results Support the quarterly earnings process by preparing earnings conference call script, press release, investor presentation, Q&A documents, and other prep materials for sell-side and buy-side post-earnings calls Support the planning, logistics and execution of key investor events such as conferences, NDRs, and bus tours, including: investor targeting, interest and engagement tracking, FAQ prep and logistical support Track and maintain consensus projections based on financial estimates from sell-side analysts covering RingCentral; also track ratings, price targets and other relevant data Monitor and track analyst research, communicating relevant actions and themes to the senior management team to help shape external messaging Monitor industry earnings calls, presentations and media commentary; prepare management to be able to respond to questions derived from industry events + competitor earnings Track, analyze, and report on investor base / shareholder changes Maintain investor CRM platform with meetings / calls conducted Ensure up-to-date and accurate management of RingCentral's IR website Manage 3 rd party vendor relationships with event platforms and market data firms Perform ad-hoc work: peer benchmarking, company-wide internal presentations, and key competitor earnings analysis Help incorporate IR leading best practices into IR program (investor targeting, ESG efforts, investor perception surveys, etc.) Ensure compliance with SEC requirements and Reg FDDesired Qualifications: 3-5+ years of professional experience in roles related to: equity research, investor relations , or investment banking Superior communication skills, both written and verbal, with the presence and confidence to interact with Executive Management, sell-side analysts, and institutional shareholders Experience analyzing financial statements, data sets and building financial models Ability to work well under pressure, manage multiple high-priority responsibilities, and adapt to a dynamic environment as part of a small but very active and visible team Advanced proficiency in Excel and PowerPoint Relentless attention to detail and accuracy of workIf you are hired in California the compensation range for this position is between $110,160 and $155,520 for full-time employees, in addition to eligibility for variable pay, equity, and benefits.
Data Entry Clerk
Company: Northwest Administrators, Inc
Location: Peninsula
Posted Sep 13, 2023
As part of our team, you will benefit from training and development opportunities and can expect a better-than-market benefits package.If hired, you can expect...Union wages, with scheduled wage increases, starting wage $21.82/hr up to $30.32/hr per hourMedical, Dental, Vision & Rx benefitsEmployer provided/fully funded Defined Benefit PensionUp to 22 days of Paid Leave and 11 HolidaysStrong team environment with good work-life balanceEqual Employment OpportunityNWA is proud to be an Equal Employment Opportunity employer. All employment decisions are based on business needs, job requirements and individual qualifications, without regard to race, color, religion, national origin, sex, sexual orientation, gender identity or expression, age, physical or mental disability, marital status, amnesty, veteran status, citizenship, family medical history or genetic information or any other characteristic protected by local, state, or federal laws. NWA prohibits any discrimination or harassment based on any of these characteristics. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Basic proficiency in Outlook, Excel and WordWho we are...Northwest Administrators, Inc. is an industry leader in third-party administration of employee benefits. We administer one of the largest multi-employer pension plans in the country, along with numerous large health and welfare plans. Ability to prioritize workloads and maintain follow-up proceduresCommunicator. Excellent interpersonal and communication skills both written and verbalService Minded. You deliver customer support like you expect to receive it; with excellenceDetailed. Strong attention to detail with excellent problem solving skillsTechnically Savvy. Please contact Human Resources at [email protected] to request accommodation.Northwest Administrators Inc. | Privacy Policy (nwadmin.com) In this data entry position, you could find the career boost you’re looking for!What you'll be doing...As a Data Maintenance Clerk for the pension service department, you will:Review reports to determine when follow up is requiredPrepare and mail certified follow up letters to potential benefit beneficiariesAssign claims to processors upon receipt of applicationReceive returned mail and research for new addressWho you are...Organized. Or are you willing to learn how? Do you have a passion for providing exceptional customer service? Do you have a way of making the complex easier for others to understand? Are you looking for an entry level customer service position that provides fully paid training?
Associate Financial Advisor
Company: Summitry
Location: Peninsula
Posted Sep 13, 2023
Duties and ResponsibilitiesBuild, deepen, and retain client relationships (generally relationships with under $1M in managed assets) by providing high-quality client experience in all interactions (i.e., client service calls, meetings and financial planning) and logging notes/information accurately in CRMProvide support to Financial Advisors in their work with our larger clients:Pre-client meeting: prepare client meeting agendas and client portfolio presentations, review open CRM tasks, financial planning checklists, tax planning support, etc.Participate in client meetings to develop skills on the path to becoming a Financial Advisor (i.e., running financial planning software)Post-client meeting tasks: referral communications to our Estate Planning partner and assist with trust and estate documentation, tax-planning software updates and uploads, following up on information/documentation as neededContribute to the Business Development proposal process (build initial financial plan after prospect meeting)Perform special projects/research as needed related to the client’s financial plan/recommendations (i.e. RSU spreadsheets)Seek to grow relationships by drawing additional client assets for managementSeek to generate referrals from existing clientsUpdate financial plans for AFA’s existing clients using financial planning software – note: financial planning is not part of the core offer for our This position would support a growth track towards becoming a Financial Advisor. A qualified candidate is a clear communicator, detail-oriented, organized, has a high degree of follow-through, handles multiple tasks efficiently and thrives in a fast-paced working environment. Position DescriptionReports to: Emily Hazelroth, Senior Financial Advisor & Advisor ManagerBenefits: YesDate: ImmediatelyStatus: Full Time/ExemptWork environment: Hybrid (50%/month)Job SummaryThe Associate Financial Advisor (AFA) is responsible for leading client relationships and supporting Financial Advisors in serving our existing clients. This is a great opportunity for a candidate with 2 years of advisory/client relationship experience. An AFA must have strong interpersonal and critical-thinking skills and work well within and across teams. Associate Financial Advisor (AFA)Summitry is a Bay Area wealth management firm with $2B in assets, 40+ employees and over 1000 clients, offering personalized financial planning and investment strategies rooted in local insight. Join an innovative and collaborative team focused on being the most admirable advisory firm helping families thrive through the unique set of opportunities and challenges posed by life in the Bay Area.
Customer Support Representative
Company: Twist Bioscience
Location: Peninsula
Posted Sep 13, 2023
Final compensation amounts are determined by multiple factors, including candidate skill, experience, expertise, and location and may vary from the amount listed above. Twist Bioscience Corporation provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, genetic characteristics, or any other category protected by law.sanfranciscoLI-AB1 The base cash compensation for this California-based role is below. In addition to base salary, this role is eligible for bonus, equity, and a generous benefits package. In fields such as health care, agriculture, industrial chemicals and data storage, our unique silicon-based DNA Synthesis Platform provides precision at a scale that is otherwise unavailable to our customers.Twist Bioscience Corporation is an Equal Opportunity Employer. Compensation may be different in other locations.San Francisco Bay Area Pay Range$53,000—$68,000 USD Two available shifts, Monday through Friday 6:00am – 3:00pm or 8:00am – 5:00pm plus flexible weekend shifts.Each Twist employee is responsible for complying with applicable Quality Management System (QMS)/Information Security Management System (ISMS) standards in the execution of their daily activities and ensuring product or service meets regulatory requirements, customer requirements and the established QMS/ISMS policies and procedures.What You’ll Bring to the TeamBachelor’s degree, preferably in life sciences or related field.1-2 years work experience in biotech industry.2+ years customer-facing experience.Excellent verbal and written communication skills.Attention to detail.Able to multi-task, prioritize, and manage time effectively.Strong computer skills, familiarity with G-Suite, preferably including Salesforce.For Singapore position: Familiarity with Asia region import / export logistics and compliance.About Twist BioscienceTwist Bioscience synthesizes genes from scratch, known as “writing” DNA. Just as children learn to both read and write, the next phase of development for the genomics revolution is the ability to write DNA.At Twist Bioscience, we work in service of people who are changing the world for the better. Your goal is to achieve high customer satisfaction scores, drive loyalty to Twist Bioscience’s products, and reinforce the quality of our brand.What You’ll Be Doing:Respond to and resolve product, service and order inquiries and problems via email, chat and phone by:identifying the cause of the problemcollaborating with other stakeholders to develop a solutionpresenting the solution to the customerfollowing up to ensure the customer is completely satisfied. Process sales purchase orders by entering and validating the accuracy of the information provided by customers and sales staff. Resolve any errors effectively and efficiently. You’ll also support a broad range of customers who are engaged in ground-breaking genetics research.
Senior/Staff Backend Engineer
Company: Lightning AI
Location: Peninsula
Posted Sep 13, 2023
During the presentation call, we will review the base salary, benefits, number of options, notional option value, and strike price. For our international employees, we work with Velocity Global to pay you in your local currency and provide equitable benefits across the globe.In the US, we offer:90% monthly premium contributions towards medical, dental, and vision plans for you, you and your spouse, you and your children, or you and your family, along with HSA and FSA options. Most of our employees take a total of 25-30 days off per year.12 weeks of paid family leave for employees who have worked with the company for 6-12 months and 16 weeks of paid family leave for employees who have worked with the company for 12+ months$500 monthly meal reimbursement, including groceries & food delivery services$1,000 1-time home office build out for a desk, chair, keyboard, pair of headphones, and/or other home office supplies$1,000 annual learning & development stipend for classes, conferences, certifications, and continuing education100% covered bike membership$45/month to ClassPass, a platform providing access to over 30,000 gyms and studios, as well as 5,000 beauty and spa partners, in 28 countries Access to monthly equity education sessions hosted by Carta and 1:1 meetings with Certified Public Accountants so that you can take proactive measures to minimize taxes due and maximize the value of your equityAbility to early exercise your stock options after 1 year of continuous employmentOpportunities to obtain an employment-based immigrant VISA for relocation every 3 yearsMembership to a local co-working space upon request24/7 access to:Teladoc, the leader in whole-person virtual care with access to doctors, therapists, and medical experts anywhere you are by phone or videoOne Medical, a patient-focused on-demand primary care practiceKindbody, a fertility, gynecology, and wellness service providerHealthAdvocate, an employee assistance program (EAP)Talkspace, a comprehensive, personalized mental healthcare platform providing access to licensed therapists for therapy, medication, assessment, healthy living support, and self-help toolsHeadspace, a guided meditation application focused on improving mindfulness, sleep, and stress-relief We are confident that our compensation practices are equitable, explainable, fair, and competitive, and in the spirit of transparency, we provide a compensation bands for each open role.We pride ourselves on making sure our employees enjoy a good quality of life, no matter where they live. We use Carta's Total Compensation tool to enable data-driven decision-making around benchmarks, levels, and planning. Our health plans are offered through Aetna, a health insurance company with a care network encompassing 1.3 million doctors and 5,700 hospitals across America.Life and AD&D insurance equal to 1x salary, as well as optional supplemental life insurance for extra peace of mindFlexible paid time off plus 3 weeks of company-wide mandatory vacation in May, August, and December. If you don't hear from us, please reach out to your recruiter or [email protected] directly to get an update on your candidacy.How you’ll be rewardedWe champion equal pay for work of equal or comparable value based on the level of skill, effort, responsibility, and impact of any given role. Lightning AI is fully committed to diversity, equity, and inclusion in all of its practices, especially when it comes to growing our team. We would like to know if you accept our offer within seven days.As of 9/13/2023, if we hire you in either the Bay Area or New York City, your base salary would fall within the bands below. Please keep in mind that the equity portion of your offer is not included in these numbers and represents a significant part of your total compensation.Senior Staff Software Engineer, IC7: $188,000 - $274,000Staff Software Engineer, IC6: $171,000 - $249,000Senior Software Engineer II, IC5: $151,000- $202,000When you'll hear from usWe aim to review every application within 72 hours of submission and provide feedback on each of your interviews within 48 hours of completion.
Senior/Staff Backend Engineer
Company: Lightning AI
Location: Peninsula
Posted Sep 13, 2023
During the presentation call, we will review the base salary, benefits, number of options, notional option value, and strike price. For our international employees, we work with Velocity Global to pay you in your local currency and provide equitable benefits across the globe.In the US, we offer:90% monthly premium contributions towards medical, dental, and vision plans for you, you and your spouse, you and your children, or you and your family, along with HSA and FSA options. Most of our employees take a total of 25-30 days off per year.12 weeks of paid family leave for employees who have worked with the company for 6-12 months and 16 weeks of paid family leave for employees who have worked with the company for 12+ months$500 monthly meal reimbursement, including groceries & food delivery services$1,000 1-time home office build out for a desk, chair, keyboard, pair of headphones, and/or other home office supplies$1,000 annual learning & development stipend for classes, conferences, certifications, and continuing education100% covered bike membership$45/month to ClassPass, a platform providing access to over 30,000 gyms and studios, as well as 5,000 beauty and spa partners, in 28 countries Access to monthly equity education sessions hosted by Carta and 1:1 meetings with Certified Public Accountants so that you can take proactive measures to minimize taxes due and maximize the value of your equityAbility to early exercise your stock options after 1 year of continuous employmentOpportunities to obtain an employment-based immigrant VISA for relocation every 3 yearsMembership to a local co-working space upon request24/7 access to:Teladoc, the leader in whole-person virtual care with access to doctors, therapists, and medical experts anywhere you are by phone or videoOne Medical, a patient-focused on-demand primary care practiceKindbody, a fertility, gynecology, and wellness service providerHealthAdvocate, an employee assistance program (EAP)Talkspace, a comprehensive, personalized mental healthcare platform providing access to licensed therapists for therapy, medication, assessment, healthy living support, and self-help toolsHeadspace, a guided meditation application focused on improving mindfulness, sleep, and stress-relief We are confident that our compensation practices are equitable, explainable, fair, and competitive, and in the spirit of transparency, we provide a compensation bands for each open role.We pride ourselves on making sure our employees enjoy a good quality of life, no matter where they live. We use Carta's Total Compensation tool to enable data-driven decision-making around benchmarks, levels, and planning. Our health plans are offered through Aetna, a health insurance company with a care network encompassing 1.3 million doctors and 5,700 hospitals across America.Life and AD&D insurance equal to 1x salary, as well as optional supplemental life insurance for extra peace of mindFlexible paid time off plus 3 weeks of company-wide mandatory vacation in May, August, and December. If you don't hear from us, please reach out to your recruiter or [email protected] directly to get an update on your candidacy.How you’ll be rewardedWe champion equal pay for work of equal or comparable value based on the level of skill, effort, responsibility, and impact of any given role. Lightning AI is fully committed to diversity, equity, and inclusion in all of its practices, especially when it comes to growing our team. We would like to know if you accept our offer within seven days.As of 9/14/2023, if we hire you in either the Bay Area or New York City, your base salary would fall within the bands below. Please keep in mind that the equity portion of your offer is not included in these numbers and represents a significant part of your total compensation.Senior Staff Software Engineer, IC7: $211,000 - $269,000Staff Software Engineer, IC6: $192,000 - $245,000Senior Software Engineer II, IC5: $172,000- $222,000When you'll hear from usWe aim to review every application within 72 hours of submission and provide feedback on each of your interviews within 48 hours of completion.
Senior Product Data Scientist
Company: Celonis
Location: Peninsula
Posted Sep 14, 2023
We make all employment decisions without regard to race/ethnicity, color, sex, pregnancy, age, sexual orientation, gender identity or expression, transgender status, national origin, citizenship status, religion, physical or mental disability, veteran status, or any other factor protected by applicable anti-discrimination laws. This optimization yields immediate cash impact, radically improves customer experience, and reduces carbon emissions. Please note that the base salary range is a guideline, and that the actual total compensation offer will be determined based on various factors, including, but not limited to, applicant's qualifications, skills, experiences, and location. Total compensation package will include base salary + bonus/commission + equity + benefits (health, dental, life, 401k, and paid time off). $164,000 - $214,000 USD What Celonis can offer you: The unique opportunity to work within a new category of technology, Execution Management Investment in your personal growth and skill development (clear career paths, internal mobility opportunities, L&D platform, mentorships, and more) Great compensation and benefits packages (equity (restricted stock units), life insurance, time off, generous leave for new parents from day one, and more) Physical and mental well-being support (subsidized gym membership, access to counselling, virtual events on well-being topics, and more) A global and growing team of Celonauts from diverse backgrounds to learn from and work with An open-minded culture with innovative, autonomous teams Business Resource Groups to help you feel connected, valued and seen (Black@Celonis, Women@Celonis, Parents@Celonis, Pride@Celonis, Resilience@Celonis, and more) A clear set of company values that guide everything we do: Live for Customer Value, The Best Team Wins, We Own It, and Earth Is Our Future About UsCelonis enables customers to optimize their business processes. Celonis has thousands of implementations with global customers and is headquartered in Munich, Germany and New York City, USA with more than 20 offices worldwide.Celonis is an equal opportunity employer. Different makes us better. Employ statistical analysis and/or modeling techniques on a variety of data - product telemetry, incidents, user journeys, sales motions, infrastructure utilization, and others, to drive resource optimization, feature improvement, or product adoption-related initiatives Collaborate with partners across the product and engineering teams to understand business motivations; formulate and deliver data analysis by engaging across all the steps of the process, including data gathering, building data pipelines, performing analyses, and delivering insights at scale Continuously engage in refining data engineering processes to ensure data accuracy, consistency, and integrity through continuous audit and review. As a US federal contractor, we are committed to the principles of affirmative action in accordance with applicable laws and regulations. The base salary range below is for the role in California, based on a Full Time Schedule.
Global Supply Manager, PCBA
Company: Skydio
Location: Peninsula
Posted Sep 14, 2023
We are committed to growing our network of people, programs, and resources to nurture an inclusive culture.As such, we do not make hiring or other employment-related decisions on the basis of an applicant or employee’s race, color, ethnicity, national origin, citizenship, sex/gender (including pregnancy, childbirth, breastfeeding and related medical conditions), gender identity or expression, age, religion, disability status, sexual orientation, marital status, medical condition, genetic information or characteristics, veteran, military or family status, or other classifications protected by applicable federal, state or local anti-discrimination laws.For positions located in the United States of America, Skydio, Inc. uses E-Verify to confirm employment eligibility. To learn more about E-Verify, including your rights and responsibilities, please visit https://www.e-verify.gov/ Consolidate spend across supply base to create leverage, analyze purchasing trends, and develop sourcing alternatives. Interest in keeping up with emerging technologies spanning consumer electronics, aerospace, and roboticsExcellent written and verbal communication skills, strong ethics and professionalismTechnical degree and 5+ years work experience in related spaceCompensation Range:The annual base salary range for this position (spanning multiple experience levels) is $125,000 - 155,000*. Compensation will vary based on factors, including skill level, proficiencies, transferable knowledge, and experience. Monitor current market conditions, technology roadmaps, and identify supply/demand challenges & opportunities.Work with finance and accounting during monthly close and financial planning cycles.Identify and manage metrics required to ensure quality, performance, and durability of the product.What makes you a strong fit:Strong practical knowledge and healthy enjoyment of manufacturing, supply chain, and purchasing processes and practicesStrength in directing complex negotiations, RFP issues, cost/price analysis and purchasing proceduresExperience using cost models to define should-cost and negotiating price for sourcing and cost reductionFlexibility to work and achieve goals in a fast-paced start-up environment with an ability to adapt to changing circumstancesAbility to understand strategic goals and effectively communicate detailed plans across various management levels as well as multiple regional and geographic localsAbility to prepare and present quantitative and qualitative comparative analysis of sourcing alternativesAbility to manage respective supplier relationships and performance, including but not limited to, dispute resolutionInterest in keeping up with emerging technologies spanning consumer electronics, aerospace, and roboticsDetail-oriented, team-oriented, with enthusiasm for learning new things. In addition to base salary, Skydio full-time employees are eligible to enroll in our benefit plans and take advantage of a variety of incentives and stipends. *For some positions the pay may be dependent upon the individual's regional location.LI-TS1At Skydio we believe that diversity drives innovation. Identify new high potential suppliers on a global basis.Cultivate productive relationships with supply chain partners including vendor selection, cost, support, and product transactions. Emphasis on PCBA assemblies, Electrical Components including but not limited to semiconductors, sensors, displays, optics, actives, passives and mobile and AI chipsets and other electronics. Analyze current spend and evaluate current suppliers. Ownership of RFI's, RFP's and RFQ's - ensuring all commercial terms are agreed and documented.Drive price negotiation processes to ensure that Skydio’s commodity pricing is best in class.
Global Indirect Tax Specialist
Company: Course Hero
Location: Peninsula
Posted Sep 14, 2023
We are customer-focused, collaborative, responsible, gritty, and we love to learn. Read up on some of our recent news coverage, blog, and learn more about us to see what it is like to work with our team. Join us on our mission! Course Hero has been recognized as one of the 2021 Top 100 Best Places to Work in the Bay Area, Top 50 Best Paying Companies in the Bay Area, Top 100 Most Transparent Companies, and in the Top 50 Most Transformational Companies in Education Technology. You may also be eligible to participate in our bonus program and may be offered an equity award, benefits, and other types of compensation.In accordance with California law, the base salary for this role if filled within California is $115,000.00 - $155,000.00. LI-HybridUSCanadaEqual &8203;Employment Opportunity Statement &8203;(EEO)We are an equal opportunity employer and value diversity and &8203;inclusion within our company. &8203;We will consider all qualified applicants without regard to race, religion, color, national origin, sex, gender &8203;identity, gender expression, sexual orientation, age, marital status, &8203;veteran status, or &8203;ability status. Everyday, students, educators and tutors help more than 20 million students make every study hour count. We have an awesome team and a truly engaging culture. Please contact us to request accommodation. About Course Hero:Course Hero is on a mission to help students graduate, confident and prepared. The base pay for this position is dependent on multiple factors, including candidate experience and expertise, and may vary from the amounts listed below. Our bold mission is to help students graduate confident and prepared!We are not the only ones that think we’re onto something big. The online learning platform offers over 60 million course-specific study resources created by and for students and educators, as well as 24/7 tutor help. We will ensure that individuals who are differently abled are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment as provided to other applicants or employees.
Associate Financial Advisor
Company: Summitry
Location: Peninsula
Posted Sep 13, 2023
client service calls, meetings, and comprehensive financial planning) and logging notes/information accurately in CRM/planning softwareProvide support to the Financial Advisors in their work with larger clients:Pre-client meeting: prepare client meeting agendas and client portfolio presentations, review open CRM tasks, FP checklists, Holistiplan prep, etc.Participate in client meetings to develop skills on the path to becoming a financial advisor (ex. RSU spreadsheets)Seek to grow relationships through client additionsSeek to generate referrals from existing clientsUpdate financial plans for AFA’s existing clients using financial planning software – note: financial planning is not part of the core offer for our running financial planning software/edits)Post-client meeting tasks: referral communications to our Estate Planning partner and assist with trust and estate documentation, update Holistiplan updates and uploads, following up on information/documentation as neededContribute to the BD proposal process (build initial plan after prospect meeting)May be responsible for additional special projects/research related to the client’s financial plan/recommendations (ex. A qualified candidate is a clear communicator, detail-oriented, organized, has a high degree of follow-through, handles multiple tasks efficiently, and thrives in a fast-paced working environment. This position would support a growth track towards becoming a financial advisor.Duties and ResponsibilitiesBuild, deepen, and retain client relationships (generally relationships under $1M in managed assets for those in asset accumulation and asset decumulation phases) by providing high-quality client experience in all interactions (ex. Position DescriptionReports to: Emily Hazelroth, Senior Financial Advisor & Advisor ManagerBenefits: YesDate: ImmediatelyStatus: Full Time/ExemptWork environment: Hybrid (50%/month) Job SummaryThe Associate Financial Advisor (AFA) is responsible for leading client relationships and serving our existing clients. An AFA must have strong interpersonal and critical-thinking skills, and work well within and across teams. This is a great opportunity for a candidate with 2 years of advisory/client relationship experience. Associate Financial Advisor (AFA)Summitry is a Bay Area wealth management firm with $2B in assets, 40+ employees, and over 1000 clients, offering personalized financial planning and investment strategies, rooted in local insight. Join an innovative and collaborative team, focused on being the most admirable advisory firm helping families thrive through the unique set of opportunities and challenges posed by life in the Bay Area.
FP&A Manager
Company: Globality, Inc.
Location: Peninsula
Posted Sep 13, 2023
Reporting to our Chief Financial Officer, you’ll work closely with numerous teams at Globality, including Accounting, Sales, Customer Success, Legal, and our Technology Teams. We believe diversity makes teams better and that discrimination based on race, gender, or anything else is self-defeating. We are a greater, more resilient world through the power of us. Role Summary:Join Globality’s collaborative team as a Manager –FP&A, focusing on financial planning, budgeting, financial statement analysis, business performance reporting, financial modeling and ad-hoc analysis. Actual salaries will vary depending on factors including but not limited to location, experience, and performance. Along the way, you’ll develop the varied skills of a pragmatic financial analyst, at a privately funded, technology company.This is a role for an intellectually curious quick-thinker, capable of analyzing key business drivers and nuanced trends in the business, and providing accurate, easily-understood, management reporting.What you will be doing:Identify, design and report various financial and business metrics via weekly, monthly and quarterly dashboards or reports for the CFO and executive teamAct as subject matter expert on Bookings and Client activities on the platform for revenue and financial reporting, analysis and planningDrive deep dive analysis to enable decision making, execution and/or strategic planningFinancial planning and budgeting processesWeekly, monthly, and quarterly business & financial performance reportingDetailed headcount and full-time equivalent reporting & analysisDeveloping forecast models for revenue and expensesAd-hoc analysis covering numerous areas of business performanceProvide as-needed assistance in monthly financial closingCollaborate with key members of the Globality team and gain a good operational understanding of our business and how it is performingEstablish a good rapport with all key contacts What we are looking for: Bachelor’s degree in Business Administration, Finance, Accounting or a relevant / related field4+ years of experience in financial planning, analysis, management reporting, and financial modeling / forecastingAbility to present financial information to both financial and non-financial audiencesStrong organizational and multitasking skillsExcellent communication, interpersonal, and presentation skills, with high integrityAbility to work collaboratively in a team environment with internal and external contacts ranging in seniority from entry-level employee up to CEODetail-oriented and able to perform in a time-sensitive environmentStrong analytical thinking and problem-solving skills: demonstrated ability to structure complex problems, develop solutions, and craft high quality project plansAdvanced knowledge of Excel with demonstrated proficiency in advanced functionsExtensive modeling and presentation development skillsStrong working knowledge of financial planning, forecasting, organization budgeting and resource allocation, and reporting processesSkills and working familiarity in FP&A and other reporting tools; Ideal if candidate has experience with Salesforce & NetsuiteWilling to work in our Palo Alto office 3 times a week (hybrid role)The anticipated annual pay scale for this position is $120,000-$170,000. Bring your problem-solving skills, sure, but don’t forget your joy and passion. You’ll provide budget and financial analysis support to numerous teams as well as the senior executive team. This information is provided per the California Equal Pay Act. The range listed is just one component of Globality's total compensation package for employees. We are an equal opportunity employer and a participant in the E-Verify program.
Analytics Engineer, Catalog Integration
Company: Trove
Location: Peninsula
Posted Sep 13, 2023
We are committed to equal opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, or veteran status and we will consider qualified applicants with arrest and conviction records for employment.Trove requires all employees to provide proof of a COVID-19 vaccination as a condition of their employment, subject to exemptions for sincerely held religious beliefs, or medical reasons. You enjoy digging deep into business requirements and architecting systems that will scale and extend to accommodate those needs.You have strong communication skills, including communicating complex technical information to a non-technical audience.You have are able to write modular, maintainable code (in dbt, python or another scripting language).You have a strong understanding of SQL.Bonus points if you have...Experience with our stack: Redshift, dbt, Jupyter Notebooks (with Python), AWS S3, AWS Lambda, AWS EventbridgeExperience with infrastructure-as-code tools like TerraformExperience with e-commerce data systems like PIMs (i.e. Final compensation will be determined based on experience, location and skills and may vary from the range listed above. Trove is proud to be an equal opportunity company but we don’t want to stop there. At Trove we are building a company where we are not only proud of our mission, but how we are pursuing it. In this role, you will build strong cross-functional working relationships with leaders of Trove’s Product, Engineering, and Partnerships teams, and will also work closely with data teams within our partner brands and retailers. You enjoy work that is occasionally client-facing. You are energized by the thought of working across a wide array of technologies, project types, and stakeholders.You have a product-focused mindset. Our primary data tooling includes Jupyter Notebooks, Python, Redshift, and dbt as well as AWS infrastructure like Eventbridge and Lambda. ResponsibilitiesEstablish subject-matter expertise on Trove’s catalogs and the way they power applications ranging from re-commerce storefronts, trade-in experiences, and item identification.Consult with technical and non-technical counterparts within Trove’s partners (like Patagonia, Arc’teryx, and Brooks Running) to communicate catalog requirements and trade-offs, develop an understanding of our partners’ catalog data management, and structure and transform partner catalog data appropriately for re-commerce systems during the catalog onboarding process.Build, manage, and scale data pipelines used to transform, map, validate, and load partner catalog data feedsCollaborate with a range of internal stakeholders to identify catalog-driven opportunities and dependencies to inform product discoveryEvolve tools, best practices and processes to enable the Catalog Integration team to ensure catalog quality and freshnessCollaborate with Analytics Engineers to assemble complex data sets to address a diverse set of business and data analytics requestsExample ProjectsImplement automated checks to monitor catalog data qualityCreate tooling to empower product support to address ad-hoc catalog issues or requestsPartner with Machine Learning to identify opportunities to augment partner catalog dataQualificationsYou enjoy both deeply technical challenges and collaborating cross-functionally to translate data insights into action within the business. As an Analytics Engineer focused on Catalog Integration, you will drive improvements in the catalog ingestion processes, identify catalog-driven improvements to the ecommerce customer experience, enable operational efficiencies within Trove, and help improve our broader data platform’s reliability, resiliency, and scalability. You may consider yourself an analytics engineer, an engineer who loves to think about business impact, or an analyst who loves building for scale.You enjoy owning problems end-to-end. Putting a cap on this important time doesn’t help our effort to achieve high levels of employee satisfaction and productivity.401K- Employees can set aside pre-tax dollars to invest in a qualified retirement investment plan with a company match. Medical- Trove covers 100% of employee monthly premium. Equity/Share Options - The longer the employee works, the more stocks become available to purchase.Learning Fund- Exempt employees have access to a pool of funds to support execution of their self-development goals and objectives. Partner Discounts- Enjoy eligibility for Pro Accounts and various partner discounts from Patagonia, Arcteryx and Eileen FIsherMission Driven- Work alongside passionate people to build the leading recommerce infrastructure and the circular economy.Trove is committed to creating an equitable and transparent workplace.