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San Francisco senior financial reporting consultant California

3 senior financial reporting consultant jobs found in San Francisco, CA

EPIC Insurance Brokers & Consultants
04/10/2026  
Senior Underwriter- Employee Benefits (Northern, CA)
Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen. Headquartered in New York City and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees.  Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining...
EPIC Insurance Brokers & Consultants San Francisco, CA, USA
Zenith American Solutions
03/18/2026  
Client Relationship Manager
Title:   Client Relationship Manager   Department:   Client Services Bargaining Unit:   NBU   Grade:   N/A FLSA:   Exempt   Hours per week:   40   Position   Summary The Client Relationship Manager supports the Director, Client Relationship across their book of business (BOB) in fund management, with direct client and vendor liaison as required by the Director, Client Relationship. The Client Relationship Manager works alongside the Director, Client Relationship to learn the role, with a gradual increase in responsibility as appropriate. "Has minimum necessary access to Protected Health Information (PHI) and Personally Identifiable Information (PII) by Job Description/Role." Key   Duties   and   Responsibilities Monitors government filings and current government regulations that may affect the operations of the Company or the client. Facilitates client meetings, including minute-taking and recording key actions from board...
Zenith American Solutions San Francisco, CA, USA Full Time
Ascend
09/18/2025  
Sales Development Representative
What we do Ascend is transforming the $10T global insurance industry by combining AI automation with embedded fintech. While insurance makes up 7.2% of global GDP, outdated financial infrastructure—PDFs, emails, and manual reconciliation—slows the industry down. Ascend is the first and market-leading finance automation platform built specifically for insurance, driving its rapid digital transformation. In just three years:  Trusted by 1000s of insurance businesses nationwide Processed billions in transactions annually, growing 200%+ per year. Built a world-class team of 50+ people in our San Francisco and Columbus offices. How we do it Ascend automates the entire insurance financial lifecycle—from collections and accounting to reconciliations and disbursements—helping businesses streamline operations and increase profitability. In the AI era, software alone is no longer enough. For decades, software costs have declined, and with AI, they are now in free...
Ascend San Francisco, CA, USA

 

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