Richard Banks

S

Finance Director at Forge Analytics · Corporate development

Forge Analytics
San Jose, CA · PT (UTC-8)
12+ years experience
Carnegie Mellon University
English, Hindi
Hiring
Messaging unavailable

Overview

19 years in finance, the last 1 at Forge Analytics, where I lead the corporate development team. Ran diligence on 6 acquisitions. Before that: KPMG and EY. Collector of fountain pens.

Good reasons to reach out
  • Candidates for the role I'm hiring for
  • Thoughtful intros to people in my field
  • Speaking or podcast invitations
  • Questions about corporate development
Please don't message about
  • Offshore staffing offers
  • Unpaid work or spec projects
Skills
M&Astrategydeal executiondue diligencevaluation
HiringHiring for a role
closes in 3 months

Hiring a financial analyst for the corporate development team - San Jose or remote

Role
Financial analyst
Level
Mid
Type
Full-time
Work mode
Remote
Compensation
$171k-$225k + equity
Team
Corporate development, 4 people
Start
Within two months
Must have
Strong SQL and statistics Turns analysis into decisions Comfort with ambiguity
Process
Decision within 10 days

Comp $176k-$230k. We decide within ten days. Message me with one thing you shipped that you're proud of.

San Jose, CA · remote OKdue diligencem&avaluation
Open

Experience

  1. Finance Director
    Apr 2026 - Present
    Forge Analytics · 6 mo · Full-time · San Jose, CA
    • Took forecast accuracy to within 1% for 6 straight quarters.
    • Ran diligence on 4 acquisitions.
    • Saved $9 million a year renegotiating vendor contracts.
  2. Finance Manager
    Sep 2022 - Apr 2026
    KPMG · 3 yr 7 mo · Full-time · San Jose, CA
    • Ran diligence on 9 acquisitions.
    • Closed the books in 4 days, down from 13.
  3. Finance Manager
    Apr 2021 - Sep 2022
    EY · 1 yr 5 mo · Full-time · San Jose, CA
    • Saved $8 million a year renegotiating vendor contracts.
  4. FP&A Manager
    Apr 2018 - Dec 2020
    Twilio · 2 yr 8 mo · Full-time · San Jose, CA
    • Closed the books in 4 days, down from 13.
    • Took forecast accuracy to within 1% for 9 straight quarters.
  5. FP&A Manager
    Jun 2014 - Apr 2018
    Uber · 3 yr 10 mo · Full-time · San Jose, CA
    • Saved $8 million a year renegotiating vendor contracts.

References

No references yet.

Education

  1. Carnegie Mellon University
    BS, Business Administration
    2003 - 2007

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