Senior Finance Lead
San Francisco, CA - USA
Job Summary
What specific experience background and/or qualifications are you looking for in candidates for this position
Expert knowledge of financial planning budgeting forecasting and reporting in a complex multi-fund environment
Demonstrated ability to synthesize large disparate datasets into clear financial insights and recommendations
Demonstrated experience coordinating across multiple stakeholders and functions
Excellent written and verbal communication skills including experience preparing executive level materials
Ability to adapt to changing priorities.
Ability to function as a member of a team.
Strong understanding of internal controls compliance requirements and financial governance structures
Advanced proficiency in Excel and financial modeling; experience working with enterprise financial systems (e.g. ERP platforms)
Ability to operate effectively in high-ambiguity environments with competing priorities and tight timelines
Fluency in applying AI tools to financial analysis forecasting and process optimization is preferred
Proficiency in Python for financial analysis data transformation or automation of administrative processes is preferred
Experience in business process design particularly in the context of system implementations or operational transformation is preferred
Experience preparing executive slide presentations and facilitating decision-oriented meetings is preferred
Experience supporting large-scale ERP implementations or finance transformation initiatives is preferred
Experience in change management including supporting implementation of new systems processes or organizational structures and driving stakeholder alignment across functions is preferred
Please verify any certificates and/or licenses required for the position if applicable: Advanced degree in related area and / or equivalent experience / training.
Expert knowledge of financial planning budgeting forecasting and reporting in a complex multi-fund environment
Demonstrated ability to synthesize large disparate datasets into clear financial insights and recommendations
Demonstrated experience coordinating across multiple stakeholders and functions
Excellent written and verbal communication skills including experience preparing executive level materials
Ability to adapt to changing priorities.
Ability to function as a member of a team.
Strong understanding of internal controls compliance requirements and financial governance structures
Advanced proficiency in Excel and financial modeling; experience working with enterprise financial systems (e.g. ERP platforms)
Ability to operate effectively in high-ambiguity environments with competing priorities and tight timelines
Fluency in applying AI tools to financial analysis forecasting and process optimization is preferred
Proficiency in Python for financial analysis data transformation or automation of administrative processes is preferred
Experience in business process design particularly in the context of system implementations or operational transformation is preferred
Experience preparing executive slide presentations and facilitating decision-oriented meetings is preferred
Experience supporting large-scale ERP implementations or finance transformation initiatives is preferred
Experience in change management including supporting implementation of new systems processes or organizational structures and driving stakeholder alignment across functions is preferred
Please verify any certificates and/or licenses required for the position if applicable: Advanced degree in related area and / or equivalent experience / training.