- Robert Half Finance & Accounting (San Francisco, CA)
- …You'll be the first point of contact for clients, helping them navigate complex financial planning strategies and ensuring their wealth aligns with their life ... CFP(R) designation required + Minimum of 4 years of experience in financial planning , wealth management, or related fields + Proficiency in Microsoft Office… more
- Navy Federal Credit Union (San Diego, CA)
- …volume account size and less complex investment needs. Partners with and refers advanced financial planning needs to NFIS Financial Advisors when needed. ... Overview To provide financial consulting services to assist members and non-members...Effective interpersonal, verbal, and written communications skills + Effective planning , organizational, time management and problem-solving skills + Effective… more
- Lincoln Financial (San Diego, CA)
- …(pre-licensed preferred) _Nice-to-haves:_ + Experience in Group Benefits + College of Financial Planning or comparable certification(s) or designations + Prior ... CA** . In this role, you will deliver retirement planning , education, and world class service to complex retirement...volume **What's it like to work here?** At Lincoln Financial , we love what we do. We make meaningful… more
- Amazon (Culver City, CA)
- …We're seeking a strategic financial leader who will drive innovative financial planning and decision-making for our ground-breaking Studios Technology team. ... transformative media technology projects. Key job responsibilities - Lead comprehensive financial planning across multiple strategic cycles, ensuring precise… more
- Stanford Health Care (Palo Alto, CA)
- …billing compliance, enhancing payor relationships, and optimizing cash flow to strategic financial planning . You'll also be instrumental in shaping future ... for a dynamic healthcare executive who thrives at the intersection of financial operations, innovation, and regulatory excellence. You'll be empowered to lead… more
- JPMorgan Chase (San Diego, CA)
- …solutions with your astute financial acumen and familiarity with holistic financial planning . + Demonstrate a passion for guiding clients through what ... and tailored advice. You will empower clients to explore the vast financial possibilities their wealth affords, leveraging the formidable capabilities of JPMorgan… more
- AeroVironment (Simi Valley, CA)
- …defense industry + Experienced with project accounting required + Experienced with ERP & Financial Planning Systems (Oracle EBS / Fusion / Oracle EPM) + ... cost accounting KPIs. Work cross functionally with Accounting, Operations, Inventory Control, Planning to ensure transactions within AV's Financial Systems are… more
- Robert Half Finance & Accounting (Merced, CA)
- …and ensure compliance. * Experience with budgeting, forecasting, and strategic financial planning . * Excellent analytical, organizational, and communication ... to improve internal controls and maintain regulatory compliance. * Support strategic planning through detailed financial analysis and reporting. * Provide… more
- Robert Half Finance & Accounting (Mission Viejo, CA)
- … financial integrity. * Develop and monitor budget processes to align financial planning with organizational objectives. * Generate detailed reports using ... We are looking for a dedicated and experienced Controller to oversee financial operations within our organization in Mission Viejo, California. This role involves… more
- Providence (Tarzana, CA)
- … statements. + **Strategic Planner:** Engage in budget and strategic financial planning processes, conducting variance analyses and implementing improvement ... all Esteemed Leaders!** Are you ready to take the helm in driving financial excellence within the healthcare sector? We have an exciting opportunity for you… more