- Stanford Health Care (Palo Alto, CA)
- …technology investments and operations within the organization. This includes budgeting, forecasting, financial planning , and performance analysis to ensure ... the portfolio, ensuring alignment with corporate objectives.** **Lead comprehensive financial planning , budgeting, and long-term forecasting processes.**… more
- Bank of America (San Diego, CA)
- …+ Hiring, developing, and leading a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Coaching ... and operational needs + Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel +… more
- Bank of America (Los Angeles, CA)
- …Specialist or Senior level depending on experience of the candidate and needs of the Financial Advisor Team. The Trainee is a non-exempt position for a hire ... in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals...all sales and service activities. They work with the Financial Advisor and/or team Senior Business Manager… more
- Oracle (Sacramento, CA)
- …role in supporting this growth. The Workload Health team is responsible for financial planning and modeling for specific product families within the broader ... of New and Existing Compute Products: Oversee and manage financial analysis of end to end process...12. Adoption assistance 13. Employee Stock Purchase Plan 14. Financial planning and group legal 15. Voluntary… more
- Google (Mountain View, CA)
- …anotherquantitative field, or equivalent practical experience. + 4 years of experience in financial planning and analysis , consulting, a related function, or ... multiple assignments simultaneously, and bringing clarity and structure. + Excellent financial modeling skills, with the ability to understand trends and develop… more
- Google (Sunnyvale, CA)
- …another quantitative field, or equivalent practical experience. + 10 years of experience in financial planning and analysis (FP&A), consulting, or a related ... the significant investments needed to support AI/ML demand and drive long-range planning . + Perform benchmark analysis and end-to-end operational assessments to… more
- Lumen (Sacramento, CA)
- …Finance, Accounting, or related field; MBA or CPA preferred. + 5+ years of experience in financial planning and analysis , with a focus on OPEX. + Strong ... + Utilize AI-driven tools for anomaly detection and trend analysis in expense patterns. ** Financial Analysis...Partnering & Strategic Support** + Act as a trusted advisor to operational leaders, translating complex financial … more
- Applied Materials (Santa Clara, CA)
- …in quarterly and annual planning cycles (SR, AOP), providing variance analysis and commentary on financial performance. Develop dashboards and reporting ... dynamic role that will enable the candidate to own responsibilities in full P&L financial analysis and management. The position requires an individual who is… more
- Columbia Bank (Sacramento, CA)
- …- of relevant wealth planning experience. Some experience as a Financial Advisor is preferred (Required) Skills + Significant experience successfully ... client. Works with Wealth Advisors to increase use of financial planning methodologies within their practice. +... planning . + Works on complex problems where analysis of financial and tax situations or… more
- BMO Financial Group (Walnut Creek, CA)
- …to properly assess and provide insights and solutions to clients. + Leverages financial analysis in the development of detailed and complex financial ... Investment Counsellors, Investment Advisors) to provide clients with comprehensive wealth planning advice and solutions encompassing financial , tax, succession,… more