- Intuit (Mountain View, CA)
- …a Human Capital Management business a plus **How you will lead** + **Strategic planning ** : Be a trusted advisor to the QuickBooks Workforce Solutions leadership ... platform that helps consumers and small businesses overcome their most important financial challenges. Serving more than 100 million customers worldwide, we believe… more
- Intuit (Mountain View, CA)
- …Analyst supporting our Big Bet 5 (Mid-Market). Main responsibilities include: + Strategic planning : Be a trusted advisor to the leadership team to develop ... **Overview** Come join Intuit as a Principal Financial Analyst! **What you'll bring** You are a... Analyst! **What you'll bring** You are a qualified financial analyst, with strong analytical and modeling skills and… more
- Intuit (San Diego, CA)
- …or Economics preferred or equivalent work experience **How you will lead** * Strategic planning : Be a trusted advisor to the TurboTax AI Powered Tax leadership ... **Overview** We are seeking a Sr. Financial Analyst to support TurboTax, our tax preparation...portfolio that connects customers with AI & expert powered financial products. TurboTax continues to be the market leader… more
- Kyndryl (Sacramento, CA)
- …through Digital Workplace Services (DWS), helping Kyndryl's Banking and Financial Services clientele enhance their internal employee experience, workforce agility, ... Working in a transaction environment which may be pre or post deal, planning post deal implementation, and ultimately supporting execution. Partners will be focused… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …LinkedIn or email for immediate consideration and additional info. Requirements + 2+ years of financial planning experience in a RIA + Must be at least already ... and a clear career path to becoming a Lead Advisor . Enjoy bonuses and a lucrative Profit Sharing program....Lead Advisors: Attend meetings, gather data, create and present financial plans. + Collect and analyze client financial… more
- Applied Materials (Santa Clara, CA)
- …our company's definition of Winning. We are actively recruiting for a Senior Financial Analyst to join our team supporting the Applied Global Services group. ... and review Serviceable Available Market (SAM). + Prepare all financial data for internal business reviews + Work with...reviews + Work with Field Service on Quarterly Headcount Planning & Resource Optimization + Monitor and provide regular… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …at Robert Half Finance and Accounting is partnering with an independent Registered Investment Advisor (RIA) and financial planning firm in Mountain View, Ca ... maintenance + Support advisors in client meeting preparation, follow-up, and ongoing financial planning efforts + Coordinate with custodians and internal… more
- Intuit (Mountain View, CA)
- …teams. This role will mentor and coach 2-3 financial analysts. + **Strategic planning ** : Be a trusted advisor to the US Marketing leadership team to ... team is critical in driving business growth and profitability through strategic, financial and operational leadership. **What you'll bring** You are a seasoned… more
- Edward Jones (Westlake Village, CA)
- …Support Team Professional role, you are a critical member of that team along with the financial advisor . You are the first voice a client hears when they call on ... see them coming a mile away. You and your financial advisor are essential in working together...+ Taking an active role in the annual business planning process to assist in developing strategies for the… more
- JPMorgan Chase (San Francisco, CA)
- …Relationship Manager within JPMorgan Advisors, you will be a vital member of the Financial Advisor 's team. Your role will involve close collaboration with ... their affluent clients. Utilizing your in-depth knowledge of the Financial Advisor role, you will build strong...of products and applications including, but not limited to; Advisor Services, Wealth Planning & Advice, Goal… more