Finance & Operations Associate — Venture Finance in AI

Bloom Talent; San Francisco (CA); Hybrid; USD 130,000 - 170,000; Full time

Benefits offered by this job

100% covered benefits

Quarterly bonus

401K

Unlimited PTO

Lunch provided twice a week

Job summary

Bloom Talent is seeking a Finance & Operations Associate in San Francisco. This hybrid role (3 days/week onsite) will own budget vs.

actuals, enhance financial models, and forecast investment plan changes, while supporting deal closings and liaison work between the fund administrator and General Partners. We value meticulous, low-ego collaboration with strong Excel and modeling skills and a deep commitment to investor trust.

Qualifications

• 1-3+ years of experience in finance, accounting, fund operations, FP&A, or a related analytical role; venture or startup exposure is a plus.
• Advanced Excel skills, including building and maintaining financial models.
• Ability to navigate a full set of financial statements and understand how money moves across them.
• Solid accounting fundamentals with forecasting and projection focus, not just historical reporting.
• Exceptional attention to detail and the ability to track many numbers simultaneously.
• High integrity and discretion with accountability for LP trust.
• Low ego, coachable, eager to learn from mentorship.
• Strong written and verbal communication to explain financial concepts to non-finance stakeholders.

Responsibilities

• Own budget vs. actuals tracking, comparing plan to reality and flagging implications for decisions.
• Maintain, refine, and improve the fund's Excel models.
• Build forecasts and projections showing impact of changes to investments or timing.
• Support investment deal closings, including validating wires and coordinating with the fund administrator.
• Bridge between external fund administrator and General Partners, translating accounting records into insights.
• Ensure documentation flows between GPs and fund manager with thorough records.
• Prepare financial materials for GP-level reviews.
• Help GPs support portfolio companies and represent LPs in capital deployment.
• Support broader operations needs as capacity allows.

Skills

Advanced Excel

Forecasting / FP&A

Financial modeling

Attention to detail

Tools

Google Workspace

Ramp

Slack

Job description

Bloom Talent is seeking a Finance & Operations Associate in San Francisco. This hybrid role (3 days/week onsite) will own budget vs.

actuals, enhance financial models, and forecast investment plan changes, while supporting deal closings and liaison work between the fund administrator and General Partners. We value meticulous, low-ego collaboration with strong Excel and modeling skills and a deep commitment to investor trust.