Palo Alto, California, United States · Hybrid
$135k–$160k/yr
About Allocate Allocate is building the operating system for private markets. Our platform gives wealth advisors, family offices, and qualified individuals streamlined access to institutional-quality venture capital, pri…
Skills: Revenue recognition, Billing operations, ASC 606, Salesforce, Accounting
Palo Alto, California, United States · On-site
$107k–$201k/yr
Business Unit What the Role EntailsSpearhead the promotion and successful launch of WeChat Payment services with new and existing overseas merchants, focusing on expanding market reachLead cross-functional collaboration …
Skills: Business development, Payment industry, Fintech, Strategic partnerships, Market expansion
Palo Alto, California, United States · Hybrid
About the Role As Nclusion scales gaming and lottery operations across the DRC, Haiti, and other emerging markets, our vendor and equipment supply chain has to keep pace — and it doesn't run on standard playbooks. The Su…
Skills: Procurement operations, Vendor management, Purchase requisitions, PO processing, Zip platform
Palo Alto, California, United States · Hybrid
$130k–$180k/yr
About Typeface We help the world’s biggest brands move from brief to fully personalized campaigns — in days, not months. Founded by Abhay Parasnis and backed by Microsoft, GV, Salesforce, Lightspeed, Madrona and Menlo, w…
Skills: Accounting operations, US GAAP, Month-end close, Accounts payable, Accounts receivable
Palo Alto, California, United States · On-site
$143k–$200k/yr
Join our team to play a pivotal role in mitigating tech risks and upholding operational excellence, driving innovation in risk management. As a Tech Risk & Controls Lead in Core Foundational Platforms , you will be respo…
Skills: Technology risk management, Cybersecurity, Regulatory compliance, Risk mitigation, AI risk governance
Palo Alto, California, United States · Remote OK
$165k–$185k/yr
Assured is on a mission to modernize insurance. Claims processing (i.e. should we pay this claim?), while often overlooked, is the foundation of the entire industry. It’s currently highly manual, involving phone calls, f…
Skills: Operations management, Program management, Enterprise implementation, AI agent development, Strategic planning
Palo Alto, California, United States · On-site
$78k–$97k/yr
Contact Center Assistant Manager Opportunity at Stanford Federal Credit Union! We’re on a mission to improve financial lives! If you’re a high-energy, compassionate, and collaborative individual with a desire…
Skills: Leadership, Coaching, Training, Contact center management, Financial services
Palo Alto, California, United States · On-site
About the Role Sanas is looking for a Senior Accountant to own a critical slice of our revenue and partner accounting operations. This role sits at the intersection of accounting, sales operations, and partner management…
Skills: Revenue accounting, ASC 606, Deal desk operations, Contract review, Partner commission calculations
Palo Alto, California, United States · On-site
$223k–$325k/yr
We are looking for a Senior MLOps engineer to work closely with Data Scientists to build and deploy ML models on a modern MLOps stack. As an Executive Director Machine Learning Engineer on the Recommendation Engine team,…
Skills: Python, AWS, MLOps, Machine Learning, Reinforcement Learning
Palo Alto, California, United States · Hybrid
$165k–$180k/yr
At Mudflap, we're modernizing the $1 trillion trucking industry, the backbone of the U.S. economy. By helping over 100,000 underserved small businesses save over $1 billion on fuel, Mudflap has quickly grown into a profi…
Skills: Product marketing, Go-to-market strategy, Customer research, Product positioning, Messaging
Marcus & MillichapPalo Alto, California, United States · On-site
$250k/yr
Through our training and mentorship programs, you will develop the skills, knowledge, and client relationships needed to succeed at the highest level. From day one you are building your own business in commercial real es…
Skills: Business Development, Cold Calling, Market Research, Client Relationship Management, Real Estate Investment Strategy
Palo Alto, California, United States · Hybrid
About Nu Nu is the leading digital bank in Latin America, serving 135 million customers across Brazil, Mexico, and Colombia. The company has been leading an industry transformation by leveraging data and proprietary tech…
Skills: Software Architecture, Backend Engineering, AI Agents, LLM Integration, Workflow Orchestration
Palo Alto, California, United States · On-site
$160k–$260k/yr
Aptos is a people-first blockchain on a mission to help billions of people achieve universal and fair access to decentralized assets in a safe and scalable way. Founded by some of the original creators and maintainers th…
Skills: Payment infrastructure, Blockchain, API development, Rust, Move
Palo Alto, California, United States · On-site
$150k–$250k/yr
Aptos is a people-first blockchain on a mission to help billions of people achieve universal and fair access to decentralized assets in a safe and scalable way. Founded by some of the original creators and maintainers th…
Skills: Backend systems, Rust, Go, C++, Java
Palo Alto, California, United States · On-site
$143k–$205k/yr
Shape the future of user experience with strategic design initiatives that blend business needs and user insights. As an Experience Design Lead, Vice President in Infrastructure Platforms Foundational Services, you will …
Skills: Experience design, Service design, User research, Inclusive design, Accessibility guidelines
Palo Alto, California, United States · On-site
$204k–$285k/yr
Join a forward-thinking team at JPMorganChase and help shape the future of cloud platform engineering. As a Principal Software Engineer, you'll play a critical role in building and optimizing the platforms that power our…
Skills: Cloud platform engineering, DevEx, CI/CD, Golang, Python
Palo Alto, California, United States · Remote OK
$94k–$109k/yr
We are looking for a FP&A Analyst to join our Finance team. This role is a great fit for someone who enjoys working with numbers, has a solid foundation in finance or accounting, and wants to build a career in FP&A. This…
Skills: Financial modeling, Financial reporting, Budgeting, Forecasting, Variance analysis
Palo Alto, California, United States · On-site
$130k–$170k/yr
The Senior Accountant will serve as a key contributor within the General Ledger Accounting team, owning accounting areas of moderate to high complexity with a high degree of independence. This role spans three primary ar…
Skills: General Ledger Accounting, US GAAP, Grant Accounting, Inventory Accounting, NetSuite
Palo Alto, California, United States · Hybrid
$230k–$345k/yr
About Nu Nu is the leading digital bank in Latin America, serving 135 million customers across Brazil, Mexico, and Colombia. The company has been leading an industry transformation by leveraging data and proprietary tech…
Skills: Machine Learning, Recommendation Systems, Python, Scala, Distributed Systems
Palo Alto, California, United States · Hybrid
$130k–$225k/yr
About Tensec Founded in 2023, Tensec is a global fintech that enables small and medium-sized businesses (SMBs) to enter global trade and thrive by giving them access to global transaction banking solutions that are user-…
Skills: Python, TypeScript, SQL, Revenue operations, Growth marketing
Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
The Revenue Manager will own the end-to-end revenue recognition process and billing operations, ensuring data integrity across systems. They will also design scalable processes, manage account reconciliations, and partner with cross-functional teams to support company growth.
Candidates must have a bachelor's degree in Accounting or Finance and at least 6 years of progressive accounting experience, preferably with a CPA. Strong knowledge of ASC 606, Salesforce, and experience in system implementations or data management is required.
Allocate is building the operating system for private markets. Our platform gives wealth advisors, family offices, and qualified individuals streamlined access to institutional-quality venture capital, private equity, and private credit funds — automating fund discovery, subscription, and portfolio management. Since launch, Allocate has scaled to over $5 billion on the platform, serving more than 550 wealth advisory firms and institutional family offices.
Allocate is looking for a Revenue Manager to own revenue recognition and billing operations for a fast-scaling fintech platform. This role owns the revenue close process end to end, ensures billing data integrity across Salesforce and downstream systems, and builds the scalable processes, controls, and team Allocate needs as transaction volume and product complexity grow. This is a hands-on role with significant ownership and visibility into the finance function, reporting to the Controller.
Own the end-to-end revenue recognition process in accordance with ASC 606, including contract review, deferred revenue schedules, and revenue journal entries.
Manage the billing lifecycle from contract and order through invoicing, ensuring accuracy across Salesforce and downstream billing systems.
Partner with RevOps and Engineering to build, organize and maintain clean, well-structured revenue and billing data across databases and systems of record.
Design and implement scalable billing processes and controls to support Allocate’s growing transaction volume and evolving product structures.
Own revenue-related account reconciliations (deferred revenue, accounts receivable, unbilled revenue) and the monthly and quarterly close for revenue.
Partner with Sales, Legal, and Product to review new contract structures and ensure appropriate revenue treatment.
Identify and implement automation opportunities to reduce manual revenue and billing work as volume scales.
Assist in preparation for the first external audit, including preparation of schedules and policy documentation.
Lead technical accounting research and memo preparation for new or complex revenue arrangements.
Partner closely with Controller on implementation of a new ERP for multiple entity structure.
Bachelor’s degree in Accounting, Finance, or a related field. CPA preferred.
6+ years of progressive accounting experience with a focus on revenue recognition and billing, ideally in a SaaS or fintech environment.
Prior experience managing or mentoring staff, or readiness to take on people management as the team grows.
Solid working knowledge of ASC 606 and SaaS revenue recognition best practices.
Hands-on experience with Salesforce (or a similar CRM/CPQ) and its interplay with billing and revenue systems.
Experience in system implementations, SQL, databasis and revenue systems.
Comfort organizing and working across databases, with the ability to query, reconcile, and troubleshoot data across systems.
A track record of scaling billing processes and systems to support company growth.
Strong Excel skills and comfort working with large data sets.
Excellent communication skills and the ability to work cross-functionally with Sales, RevOps, Engineering, and external auditors.
Fund accounting experience is a plus.
The opportunity to build and lead revenue and billing infrastructure at a high-growth fintech company reshaping private markets.
Direct partnership with the Controller and broader leadership.
A hybrid work environment in Palo Alto, CA
Comprehensive benefits, including health coverage, equity, and paid time off.
Base salary range: $135,000 – $160,000 plus equity and benefits. Final offer will be based on experience and location.
Interested candidates should submit a resume and brief cover letter outlining relevant experience. Allocate is an equal opportunity employer committed to building a diverse and inclusive team.
Transforming the Private Market Investing Experience
Allocate is the intelligent operating system for private market investing, equipping wealth advisory firms with modern infrastructure to seamlessly build and manage high-quality alternative portfolios with one modern technology interface.
Offices: Palo Alto, CA 94301, US
Based on 228 listings with disclosed salaries, most finance & accounting jobs in Palo Alto, CA pay between $90k–$244k per year. Individual offers vary with seniority, company size, and specialization.
There are currently 286 open finance & accounting positions in Palo Alto, CA listed on Clera. New openings are added daily as companies post roles.
Companies currently hiring include JPMorganChase, Nubank, Wealthfront, Assured, Allocate, among others. Browse the listings above to see every active employer.
Yes — 141 of the 286 open finance & accounting positions offer remote or hybrid work (45 remote, 96 hybrid).
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.
