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Shield Financial Jobs (NOW HIRING)

Shield AI

Equity Program Manager (R4944)

San Francisco, CA · On-site

$132K - $204K/yr

Shield AI is seeking an Equity Program Manager to join our finance team. Reporting to the Technical Accounting Director, this role will be responsible for administering and managing the company ...

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Shield Financial information

What is Shield Financial and what services do they provide?

Shield Financial is a financial services company that specializes in offering insurance, investment, and retirement planning solutions. They work with individuals, families, and businesses to help protect assets and achieve long-term financial goals. Shield Financial offers products such as life insurance, disability insurance, annuities, and wealth management services. Their advisors provide personalized financial planning based on each client's unique needs and objectives.

What is the difference between Shield Financial vs Financial Advisor?

AspectShield FinancialFinancial Advisor
CredentialsMay include licenses like Series 7, 66, or CFP certificationTypically holds CFP, CFA, or Series licenses
Work EnvironmentFinancial institutions, advisory firms, or independentBanking, independent practice, or firm-based
Industry UsageUsed by firms offering financial products and servicesUsed by professionals providing personalized financial planning

Shield Financial and Financial Advisor roles often require similar certifications and work in related environments. While Shield Financial may focus on specific financial products or services, Financial Advisors generally provide comprehensive financial planning. Both roles serve clients in the financial industry, but their scope and focus can differ based on employer and specialization.

How does a Shield Financial Advisor typically collaborate with other departments to deliver comprehensive client solutions?

As a Shield Financial Advisor, you’ll often work closely with specialists from departments such as investment management, insurance, and client support to develop holistic financial plans. This means regularly participating in cross-functional meetings to review client portfolios, discuss strategy, and coordinate service delivery. Effective communication and teamwork are essential, as you’ll need to ensure that all aspects of a client’s financial needs are addressed seamlessly. This collaborative environment not only supports your clients’ goals but also provides opportunities to learn from colleagues and expand your own expertise.

What are the key skills and qualifications needed to thrive as a Financial Advisor at Shield Financial, and why are they important?

To thrive as a Financial Advisor at Shield Financial, a solid grasp of financial planning, investment strategies, and relevant regulations is essential, often supported by a finance degree and certifications like CFP or Series 7. Familiarity with financial analysis software, CRM systems, and portfolio management tools is typically required. Outstanding interpersonal skills, ethical judgment, and effective communication help build trust and long-term relationships with clients. These skills ensure advisors provide sound financial advice, maintain compliance, and foster client satisfaction and retention.
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Shield Financial jobs near you
Senior Manager, Accounting (R5107)

Senior Manager, Accounting (R5107)

Shield AI

San Diego, CA • On-site

Full-time

Posted 16 days ago

Job description

Founded in 2015, Shield AI is a venture-backed defense-tech company with the mission of protecting service members and civilians with intelligent systems. Its products include Hivemind autonomy software and V-BAT and X-BAT aircraft. With offices and facilities across the U.S., Europe, the Middle East, and Asia-Pacific, Shield AI's technology actively supports operations worldwide. For more information, visit www.shield.ai. Follow Shield AI on LinkedIn, X, Instagram, and YouTube.
Job Description:
Shield AI is seeking a strategic and operationally strong Senior Manager, Accounting to join our Finance organization. As Shield AI continues to scale globally, this role will serve as a critical leader within the accounting function, driving operational excellence, strengthening controllership processes, and helping mature the company's financial infrastructure in support of continued growth and future public-company readiness.
Reporting to the Accounting Director, this role will lead key aspects of the global accounting and close process, oversee complex accounting operations and intercompany activities, and partner cross-functionally to implement scalable systems, controls, and reporting processes. The ideal candidate brings a combination of strong technical accounting expertise, operational leadership, process transformation experience, and the ability to influence across a rapidly evolving organization.
What you'll do:
  • Lead and oversee key global accounting operations, including the monthly and quarterly close and consolidation process, intercompany eliminations, foreign currency translation, general ledger accounting, and review of significant accruals, reconciliations, and cash activities.
  • Serve as a key leader in driving an efficient, accurate, and scalable close and reporting process across domestic and international entities, ensuring compliance with U.S. GAAP and internal policies.
  • Partner closely with FP&A, Treasury, Tax, Program Finance, Operations, and international business teams to ensure alignment across financial reporting, operational initiatives, and strategic objectives.
  • Drive the development, implementation, and continuous improvement of accounting policies, internal controls, and governance frameworks in preparation for future SOX compliance and public-company readiness.
  • Identify opportunities to streamline and automate accounting workflows, improve data integrity, and enhance reporting capabilities through systems optimization and process transformation initiatives.
  • Lead cross-functional projects related to ERP enhancements, accounting system implementations, reporting automation, and finance infrastructure scaling.
  • Support the Accounting Director in managing external audits, statutory reporting requirements, and coordination with external advisors and stakeholders.
  • Develop and maintain high-quality documentation for accounting processes, controls, and key business activities to support audit readiness and operational consistency.
  • Provide mentorship, guidance, and subject matter expertise to team members while helping cultivate a high-performance, collaborative accounting organization.
  • Analyze complex accounting and operational issues, assess business impacts, and recommend practical, scalable solutions that balance technical compliance with business objectives.
  • Monitor emerging accounting guidance, industry developments, and best practices, proactively evaluating potential impacts to the organization.
  • Support special projects, strategic initiatives, and ad hoc analyses as the company continues to grow and evolve.

Required qualifications:
  • Bachelor's degree in Accounting (preferred), Finance, or a related field.
  • 12+ years of progressive accounting experience, including experience in a high-growth, complex operating environment.
  • Strong knowledge of U.S. GAAP, financial reporting, consolidations, and internal control frameworks; experience supporting SOX readiness or compliance initiatives strongly preferred.
  • Demonstrated experience leading complex close processes across multiple entities and coordinating cross-functional stakeholders in a fast-paced environment.
  • Proven ability to drive process improvement, operational scalability, and systems optimization initiatives.
  • Strong analytical, problem-solving, and decision-making skills with the ability to navigate ambiguity and shifting priorities.
  • Excellent project management and organizational skills, with demonstrated success managing multiple priorities and delivering results under tight deadlines.
  • Strong communication and influencing skills, with the ability to effectively partner with leaders and stakeholders across all levels of the organization.
  • High degree of ownership, accountability, and initiative with the ability to operate independently and proactively.
  • Experience developing process documentation, implementing controls, and supporting audit activities.
  • Advanced proficiency in Microsoft Office Suite and experience working within modern ERP systems.

Preferred qualifications:
  • Active CPA license.
  • Experience in aerospace, defense, manufacturing, or other highly regulated industries.
  • Experience within a fast-paced, high-growth technology company.
  • Familiarity with project-based accounting and government contracting environments.
  • Experience supporting ERP implementations, finance transformation initiatives, or accounting automation projects.
  • Demonstrated leadership experience, including mentoring or managing team members and influencing cross-functional initiatives.
  • Ability to evaluate complex operational and financial challenges, establish clear priorities, and execute practical solutions that support long-term scalability.
  • Experience supporting organizations preparing for IPO readiness, public-company reporting, or enhanced compliance environments.

$130,000 - $200,000 a year
#LI-TF1
#LE
Full-time regular employee offer package:
Pay within range listed + Bonus + Benefits + Equity
Temporary employee offer package:
Pay within range listed above + temporary benefits package (applicable after 60 days of employment)
Salary compensation is influenced by a wide array of factors including but not limited to skill set, level of experience, licenses and certifications, and specific work location. All offers are contingent on a cleared background and possible reference check. Military fellows and part-time employees are not eligible for benefits. Please speak to your talent acquisition representative for more information.
Shield AI is proud to be an equal opportunity workplace and is an affirmative action employer. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, marital status, disability, gender identity or Veteran status. If you have a disability or special need that requires accommodation, please let us know.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

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