- Ankura (Los Angeles, CA)
- …design, processes, and technology; design and implement execution plans + Financial Planning & Analysis: Establish business partnership through strategic ... preferred but not required + 2-4 years of experience related to: Financial Planning & Analysis, Corporate Strategy, Financial Due Diligence, Restructuring,… more
- Robert Half Management Resources (Concord, CA)
- …opportunity. In this role, you will play a pivotal part in driving financial planning , forecasting, and analysis to support the company's growth and ... teams to optimize inventory, cost of goods, and logistics planning * Ensure data accuracy across financial ...logistics planning * Ensure data accuracy across financial systems and recommend improvements to enhance forecasting and… more
- Robert Half Management Resources (Hollywood, CA)
- …a pivotal part in overseeing the budgeting and forecasting processes, ensuring accurate financial planning and analysis. The ideal candidate will bring deep ... and presentations for stakeholders. * Identify opportunities for process improvement within financial planning and analysis functions. Requirements * Minimum of… more
- BMO Financial Group (San Jose, CA)
- …a differentiated experience. Our customer-centric approach prioritizes client goals through financial planning , delivering solutions that are tailor made for ... Services is to help mass affluent clientele make real financial progress by understanding and planning for what comes next._** A BMO Senior Premier Relationship… more
- City National Bank (Los Angeles, CA)
- …High Net Worth or Ultra High Net Market markets * Working knowledge of financial planning , investment and/or HNW economic issues (aka "continual learner") and ... an interest in CNR investment services. Develops "partnering" relationships with Independent Financial Advisor, accounting firms, and estate planning firms with… more
- Wells Fargo (Los Angeles, CA)
- …into actionable strategies for advisors and clients. + Proficient in CRM systems, financial planning tools, and sales dashboards, using data to manage ... in loan volume and product adoption. This role involves partnering with Financial Advisors and internal stakeholders to deliver tailored lending solutions, optimize… more
- Dignity Health (Bakersfield, CA)
- …PHSO. They will lead internal control, budgeting, contract management, operational fiance, financial planning and analysis and financial reporting. ... member of the leadership team with shared responsibility for organizational strategic planning ; will consistently collaborate with CEO/COO on financial strategic… more
- Amazon (Culver City, CA)
- …Amazon MGM Studios' Theatrical Film Finance with Your Analytical Insights Join our dynamic Financial Planning & Analysis team and transform the financial ... beyond numbers - we help bring cinematic visions to life through rigorous financial planning and insightful analysis. Basic Qualifications - Bachelor's degree in… more
- JPMorgan Chase (Irvine, CA)
- …relevant financial services or brokerage experience strongly preferred with focus on financial planning + * Bachelor's degree preferred + * CFP preferred ... group, you will partner with clients to create custom financial plans based on their goals. You will meet...+ * Leverage experience and understanding of investments, wealth planning , credit and banking concepts to help clients achieve… more
- Robert Half Finance & Accounting (Fresno, CA)
- … operations in Fresno, California. This role will oversee all aspects of financial planning , accounting, and reporting while ensuring compliance with regulatory ... financial stability. Responsibilities: * Lead the development and execution of financial planning , budgeting, and forecasting processes. * Manage accounting… more