The opportunity timeline

• Overview

  Investment Solutions Group is hiring a Accounts Receivable Specialist in San Jose, CA.

• Role description

  Audit-ready, decision-ready, deadline-ready: that is the Accounts Receivable Specialist Investment Solutions Group is recruiting in San Jose. The offer reads simply — internship, $111,000 - $158,000, 4 years, and a mid-level role where ownership is not a perk but the point.

  Key Responsibilities

  • Trim days off the AP cycle without straining a single vendor
  • Pair Critical Thinking forecasting with a client-centric review of the downside case
  • Steer the internship grant reporting that keeps funders confident
  • Turn quarter-end into the calmest week of the finance cycle
  • Keep capital-expenditure approvals flowing without losing the paper trail
  • Forecast headcount costs and partner with HR on compensation planning
  • Price out vendor contracts and surface the savings nobody else spotted

  What You'll Bring

  • Mid-level mastery of Power BI, validated by people who'd hire you again
  • Strong working knowledge of Valuation and Power BI
  • Familiarity with the rhythms of a deeply collaborative internship team
  • Hands-on Critical Thinking experience that survives a whiteboard interview
  • Authorized to work in the United States without sponsorship

  Based in San Jose, Investment Solutions Group has spent 4 years shaping how people work across the finance space. Our CA team treats transparency as a feature, sharing the messy middle, not just the wins.

  We hand you $111,000 - $158,000, a growth plan, a mentor, and benefits, then let you flex your week to fit San Jose the way you like.

  We are filling this Accounts Receivable Specialist seat now, with onboarding planned for the near term.

  Send the resume, skip the cover-letter cliches, and let your Relationship Building do the talking.

• Required skills

  • Valuation
  • QuickBooks
  • Forecasting
  • Power BI
  • CFA Certification
  • IFRS
  • Relationship Building
  • Critical Thinking

• Benefits & perks

  • Health Insurance
  • Phone Allowance
  • Happy hours and social events
  • Paid jury and witness duty
  • Paid vacation days
  • Mentorship programs
  • Gym Membership
  • Flexible Work Arrangements
  • Company Car

• Apply before 2026-08-27

  Submit your application for this Internship finance position.