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Financial Inclusion Manager Jobs in San Ramon, CA

Join us on this journey to redefine resource management and change lives along the way. The Role As ... Gym membership Diversity & Inclusion At Air Apps, we are committed to fostering a diverse ...

Manager, Financial Planning & Analysis Our client, a rapidly growing AI technology company, is ... inclusion of all qualified individuals. As part of this commitment, Vaco by Highspring and its ...

Manager, Financial Planning & Analysis Our client, a rapidly growing AI technology company, is ... inclusion of all qualified individuals. As part of this commitment, Vaco by Highspring and its ...

Sales Financial Analyst

Fremont, CA · On-site

$100K - $137K/yr

... Manager, Financial Operations to support strategic initiatives and special projects Ensure ... Diversity and inclusion make us all better. Qualified applicants will receive consideration for ...

Sales Financial Analyst

Fremont, CA · On-site

$80K - $95K/yr

... Manager, Financial Operations to support strategic initiatives and special projects • Ensure ... Diversity and inclusion make us all better. Qualified applicants will receive consideration for ...

Financial Analyst (Temp)

Fremont, CA · Hybrid

$70K - $80K/yr

Manage monthly calculation, tracking, and analysis of sales commissions based on sales incentive ... Personalis is an equal opportunity employer and is committed to the full inclusion of all ...

Financial Analyst (Temp)

Fremont, CA · On-site

$70K - $80K/yr

Manage monthly calculation, tracking, and analysis of sales commissions based on sales incentive ... Personalis is an equal opportunity employer and is committed to the full inclusion of all ...

Our firm is committed to providing employee support and advancement, while embracing inclusion and ... By delivering timely, high-quality financial information and analytics, the Finance Manager enables ...

... Equality & Inclusion, and our community. We celebrate the backgrounds, identities, and ideas of ... The Store Finance Analyst will assist in managing critical financial processes for the Store ...

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Financial Inclusion Manager information

What are the key skills and qualifications needed to thrive as a Financial Inclusion Manager, and why are they important?

To thrive as a Financial Inclusion Manager, you need expertise in financial services, regulatory knowledge, and a background in economics or business, often supported by a relevant degree. Familiarity with digital banking platforms, mobile payment technologies, and data analysis tools is commonly required, along with certifications such as CFA or financial inclusion-specific training. Strong communication, stakeholder engagement, and cultural sensitivity are crucial soft skills for building trust and promoting inclusive financial solutions. These skills enable managers to effectively design, implement, and scale financial products that reach underserved communities, driving both social impact and organizational success.

What are some common challenges faced by a Financial Inclusion Manager when implementing new programs in underserved communities?

Financial Inclusion Managers often encounter challenges such as building trust within underserved communities, overcoming regulatory and infrastructural barriers, and tailoring financial products to meet diverse local needs. Establishing strong partnerships with community organizations and local leaders is crucial for successful outreach. Additionally, navigating limited access to digital tools and ensuring financial literacy among target populations are ongoing priorities that require creative, culturally sensitive solutions.

What does a Financial Inclusion Manager do?

A Financial Inclusion Manager is responsible for developing and implementing strategies to increase access to financial services for underserved or marginalized communities. They work with banks, nonprofits, government agencies, and other stakeholders to design products, programs, and policies that promote economic participation. Their role often includes conducting research, analyzing barriers to financial access, and measuring the impact of inclusion initiatives. By fostering partnerships and creating innovative solutions, Financial Inclusion Managers help ensure that more individuals and businesses can participate in the formal financial system.

What is the difference between Financial Inclusion Manager vs Microfinance Officer?

AspectFinancial Inclusion ManagerMicrofinance Officer
CredentialsRelevant degrees in finance, economics, or development; certifications like CFEP or microfinance certificationsSimilar credentials; often requires finance or development background; microfinance certifications beneficial
Work EnvironmentStrategic roles in NGOs, banks, or government agencies focusing on policy and program developmentFieldwork in communities, client assessment, loan processing in microfinance institutions
Employer & IndustryFinancial institutions, development agencies, NGOsMicrofinance institutions, banks, NGOs

While both roles focus on improving access to financial services, the Financial Inclusion Manager typically develops strategies and policies at a higher level, whereas the Microfinance Officer works directly with clients to provide microloans and financial services. The roles often overlap in skills and certifications but differ mainly in scope and work environment.

What job categories do people searching Financial Inclusion Manager jobs in San Ramon, CA look for? The top searched job categories for Financial Inclusion Manager jobs in San Ramon, CA are:
What cities near San Ramon, CA are hiring for Financial Inclusion Manager jobs? Cities near San Ramon, CA with the most Financial Inclusion Manager job openings:
Financial Planning & Analysis Manager - Go To Market

Financial Planning & Analysis Manager - Go To Market

PubMatic

Redwood City, CA • Hybrid

$129K - $169K/yr

Other

Medical, Dental, Vision, Life, PTO

Posted 26 days ago


Job description

About the Role:

PubMatic is a fast-growing advertising technology company powering programmatic buying, audience activation, and measurement across CTV, display, video, and retail media. We are seeking an experienced GTM Finance Managerto join our growing finance team inRedwood City, CA.

Reporting to the Associate Director of GTM Finance, this key contributorwill build annual budgets, manage monthly rolling forecasts, and provide decision support through financial analyses to optimize our strategic investments.The Manager is responsible for aggregating data and turning it into information to supportcriticaldecision-making processes. 

As Finance Manager, Go-to-Market (GTM), you will be the dedicated finance partner to our Sales, Customer Success, and Marketing organizations. You will own the financial planning, performance analysis, and commercial decision support that drive revenue growth from our buy-side (DSP, agency, advertiser) and sell-side (SSP, publisher, curation) businesses, as well as data and managed-service product lines. 

The successful candidate will becomfortable working with large data sets, data flows, cohort analysis, net revenue retention and regression analyses, as well as other financial modeling techniques. They willquicklyfamiliarize themselves with PubMatic's business, associated metrics, and support business decisions with a track record of soundbusiness judgment. 

What You'll Do:

GTM Planning & Forecasting 

  • Help drive and update the Monthly and Quarterly Revenue Forecast and Annual Strategic Plan processes 
  • Identify and highlight business risks and opportunities -specificto revenue 
  • Improve sales and business processes through the development and implementation of key metrics, dashboards, and automated tools 
  • Build detailed financial models that track and analyze functional costs and their impact on the company's overall performance 
  • Work across Finance and Business teams to support the Long-Term Strategic Planning and Budget processes 
  • Build positive and deep business partner relationships across the organization 
  • Own the annual plan, quarterly reforecasts, and weekly pipeline-to-revenue bridges for Sales, CS, and Marketing. 

Performance Analysis & Reporting 

  • Analyze advertiser and publisher cohort behavior, spend concentration, and supply-path economics. 
  • Build self-service dashboards in partnership with Data/BI on top of Salesforce, the ad server/DSP logs, and the data warehouse. 

Buy-Side & Sell-Side Economics 

  • Partner with buy-side leadership on advertiser and agency economics: working media vs. fees, DSP take-rate, agency rebates, MSA tiers, minimum spend commitments, and managed-service margin. 
  • Partner with sell-side leadership on publisher economics: SSP take-rate, revenue share, supply-path optimization (SPO) impact, curation/marketplace deal economics, and ad-quality/MFA risk on yield. 

Process, Controls & Systems 

  • Improve the GTM data stack: Salesforce, BI tools: Looker/Tableau, AI tools: Claude, ChatGPT Adaptive, Anaplan etc. 

Who You Are:

Required 

  • 5-8 years of progressive FP&A, investment banking, consulting, or corporate finance experience, including 2+ years supporting a GTM organization, preferably in Digital Advertising, eCommerce or Enterprise SaaS sectors 
  • Strong financial and operational planning skills 
  • Proven experience and knowledge of accounting concepts and financial statement construction 
  • Hands-on, creative approach to financial modeling and building business decision support tools 
  • Experience with large data set manipulation 
  • Ability to multi-task effectively while working with cross functional stakeholders 
  • Ability to work independently and keeppace with deadlines 
  • Positive attitude andinterest in learning new things 
  • Strong interpersonal and communication skills 
  • Proven ability to influence senior commercial leaders and translate financial analysis into clear recommendations. 
  • Bachelor's degree in Finance, Economics, Accounting, Business, or a related quantitative field. 

Preferred 

  • Experience with Salesforce, NetSuite, and an EPM tool (Anaplan, Pigment, Adaptive, or Vena). 

Additional Information

Return to Office: PubMatic employees throughout the globe have returned to our offices via a hybrid work schedule (3 days "in office" and 2 days "working remotely") that is intended to maximize collaboration, innovation, and productivity among teams and across functions.

Benefits: Our benefits package includes the best of what leading organizations provide such as, paid leave programs, paid holidays, healthcare, dental and vision insurance, disability and life insurance, commuter benefits, physical and financial wellness programs, unlimited DTO in the US (that we actually require you to use!), reimbursement for mobile and fully stocked pantries plus in-office catered lunches 5 days per week.

Diversity and Inclusion: PubMatic is proud to be an equal opportunity employer; we don't just value diversity, we promote and celebrate it. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status

About PubMatic

PubMatic is one of the world's leading scaled digital advertising platforms, offering more transparent advertising solutions to publishers, media buyers, commerce companies and data owners, allowing them to harness the power and potential of the open internet to drive better business outcomes.

Founded in 2006 with the vision that data-driven decisioning would be the future of digital advertising, we enable content creators to run a more profitable advertising business, which in turn allows them to invest back into the multi-screen and multi-format content that consumers demand.

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