- City National Bank (Beverly Hills, CA)
- …NEED TO SUCCEED?* *Required Qualifications** * Bachelor's Degree * Minimum 8 years of financial planning or related experience * Minimum 8 years of experience ... with an emphasis on business owner wealth and succession planning . *WHAT WILL YOU DO?* * Work with Sr....Strategist and Wealth Strategist in developing integrated estate and financial plans for U/HNW clients through partnering with colleagues… more
- Proofpoint (Sunnyvale, CA)
- …our high-growth Cyber Security SaaS business. With extensive years of progressive experience in financial planning and analysis, you will play a critical role in ... + Drive continuous improvement in reporting systems, data integrity, and financial planning tools using BI and FP&A platforms. + Support special projects… more
- BMO Financial Group (Los Angeles, CA)
- …performance targets for new asset sales, joint appointments, fee-based sales, and financial planning . + Implements business development strategies to acquire new ... of tools and training required to deliver business results. (eg sales process, financial planning , presentation skills, estate planning , wealth transfer,… more
- DoorDash (San Francisco, CA)
- …+ You're fluent in forecasting methodologies, capacity modeling, compensation strategy, and financial scenario planning + You bring strong technical fluency in ... the right areas for growth and profitability. Within Revenue S&O, the Sales Planning function owns revenue target setting, quota and territory planning ,… more
- Abbott (Sylmar, CA)
- …cost efficiency, and business excellence. You will be responsible for complex financial planning , forecasting and reporting for the business. **What You'll ... system solutions and process improvements that meet the needs of the financial planning and/or reporting requirements. + Maintain an effective and efficient … more
- NTT America, Inc. (Santa Clara, CA)
- …NTT DATA** The Senior Financial Analyst is a critical role in the Global Financial Planning and Analysis (FP&A) team. The Senior Financial Analyst is an ... analytics activities for a targeted segment on behalf of the Global Financial Planning and Analysis (FP&A) function in Finance. Lead efforts to capture… more
- Akumin (Irvine, CA)
- …information to support and develop management plans. + As directed by the Financial Planning & Analysis Director provides research and analysis on other ... Operations, serve as a financial advisor to provide operational financial analysis and planning for national operation.Operational analysis includes… more
- Bank of America (Bakersfield, CA)
- …banking capabilities. Key Responsibilities: + Deliver a full range of goals-based financial planning / wealth strategies including assessment of client needs ... client development. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor… more
- The Walt Disney Company (San Francisco, CA)
- We are seeking an experienced and motivated individual to join the Financial Planning & Analysis team at Lucasfilm. The Lucasfilm Senior Financial Analyst ... you'll do** + Actively participate in the forecasting and long-range planning processes, including detailed budgeting, variance analysis and reconciliations for… more
- Niagara Bottling LLC (Diamond Bar, CA)
- …year, explaining key drivers and unexpected results. + Lead revenue-focused financial planning , including pricing analysis, gross-to-net reconciliations, and ... We offer competitive compensation and benefits packages for our Team Members. Sr. Financial Analyst The Senior Financial Analyst - Beverage is responsible for… more