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Purchase Order Financial Analyst in United States San Francisco –Free Word Template Download with AI

1455 Market Street, Suite 2800, San Francisco, California 94103, United States

Phone: (415) 555-0192  |  Email: [email protected]  |  Tax ID: 94-2847561

Purchase Order

PO-2025-SF-04872

June 12, 2025

July 1, 2025

Net 30 Days

United States Dollar (USD)

Apex Talent Solutions LLC

2200 Mission Street, Floor 14, San Francisco, CA 94110, United States

Daniel Reeves, Director of Placement

(415) 555-0347

[email protected]

Description of Procurement

This Purchase Order is issued by Meridian Capital Advisory Group, Inc. (hereinafter referred to as the "Buyer") to Apex Talent Solutions LLC (hereinafter referred to as the "Vendor") for the recruitment, placement, and onboarding of a qualified Financial Analyst to be stationed at the Buyer's principal office located in United States San Francisco. The Financial Analyst shall be responsible for conducting in-depth financial modeling, portfolio performance analysis, market research, and preparing quarterly investment reports for the firm's institutional clients. The position is full-time, permanent, and subject to the employment laws and regulations of the State of California and the federal jurisdiction of the United States.

Line Items
No. Description of Service / Item Quantity Unit Rate (USD) Extended Amount (USD) Delivery / Completion
1 Recruitment and screening services for a Senior Financial Analyst position based in United States San Francisco. Includes sourcing, initial interviews, technical assessments, and background verification. 1 $18,500.00 $18,500.00 June 28, 2025
2 Onboarding and integration support for the placed Financial Analyst at the San Francisco office. Includes orientation scheduling, benefits enrollment coordination, and 30-day post-placement check-in. 1 $4,200.00 $4,200.00 July 15, 2025
3 Guarantee period coverage (90 days) for the Financial Analyst placement. In the event the analyst departs or is terminated for cause within 90 days of start date, a replacement candidate shall be provided at no additional cost. 1 $0.00 $0.00 July 1 – September 29, 2025
4 Compliance and regulatory documentation package. Includes California-specific employment forms, IRS Form W-4, I-9 verification, and San Francisco municipal registration filings for the new Financial Analyst hire. 1 $1,850.00 $1,850.00 June 30, 2025
5 Market compensation benchmarking report for Financial Analyst roles in the United States San Francisco metropolitan area, including salary range analysis, equity package recommendations, and benefits comparison against peer firms. 1 $3,400.00 $3,400.00 June 20, 2025
Cost Summary
Subtotal$27,950.00
California Sales & Use Tax (8.5%)$2,375.75
San Francisco Municipal Business Tax (0.3%)$83.85
Total Purchase Order Amount$30,409.60
Terms and Conditions
  1. This Purchase Order constitutes a binding agreement between Meridian Capital Advisory Group, Inc. and Apex Talent Solutions LLC upon signature by both authorized representatives. All services described herein shall be performed in the city and county of San Francisco, State of California, United States.
  2. The Financial Analyst to be placed under this Purchase Order must hold a minimum of a Bachelor's degree in Finance, Economics, Accounting, or a related quantitative field, possess at least five (5) years of demonstrated experience in financial analysis, and be legally authorized to work in the United States. CFA charterholder status or CFA Level II completion is strongly preferred.
  3. Payment shall be remitted via ACH transfer to the Vendor's designated bank account within thirty (30) calendar days of the Buyer's receipt of a valid invoice. Late payments shall accrue interest at a rate of 1.5% per month, in accordance with California Commercial Code Section 2310.
  4. The Vendor warrants that all recruitment activities conducted under this Purchase Order shall comply with the California Fair Employment and Housing Act (FEHA), the United States Equal Employment Opportunity Commission (EEOC) guidelines, and all applicable San Francisco municipal anti-discrimination ordinances.
  5. Any modifications, amendments, or changes to this Purchase Order must be made in writing and signed by both parties. Verbal agreements or email communications shall not constitute a valid amendment to this document.
  6. The Vendor shall maintain professional liability insurance with a minimum coverage of $2,000,000 per occurrence and shall provide a certificate of insurance to the Buyer prior to the commencement of services.
  7. In the event of a dispute arising from this Purchase Order, both parties agree to first attempt resolution through good-faith mediation in San Francisco, California. Should mediation fail, the dispute shall be submitted to binding arbitration under the rules of the American Arbitration Association, with the seat of arbitration in San Francisco, United States.
  8. This Purchase Order is governed by and shall be construed in accordance with the laws of the State of California and applicable federal laws of the United States of America.
Authorization and Acceptance

For the Buyer:

Meridian Capital Advisory Group, Inc.

Signature: ___________________________

Name: Katherine Liu, VP of Human Resources

Date: ___________________________

For the Vendor:

Apex Talent Solutions LLC

Signature: ___________________________

Name: Daniel Reeves, Director of Placement

Date: ___________________________

Purchase Order No. PO-2025-SF-04872  |  Meridian Capital Advisory Group, Inc.  |  San Francisco, California, United States

This document is confidential and intended solely for the named parties. Unauthorized reproduction or distribution is prohibited.

Page 1 of 1  |  Generated: June 12, 2025

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