- Equitable (Los Angeles, CA)
- …+ **Products and Services Consultation** : Educate clients on our diverse financial products and services, demonstrating how these solutions can be tailored to ... Growth** : encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)), Chartered Financial Consultant (ChFC) and… more
- Palo Alto Networks (Santa Clara, CA)
- …account with over 1,000 eligible items selected by employees, our mental and financial health resources, and our personalized learning opportunities - just to name a ... highly motivated and experienced Senior Manager, FP&A to join our team and lead financial planning and analysis for our Network Security Division (NetSec). This is a… more
- Bank of America (Newport Beach, CA)
- …legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the ... supporting business objectives and contributing to market profitability by influencing Financial Advisor business practices to minimize regulatory, financial ,… more
- Lincoln Financial (Sacramento, CA)
- …closure due to applicant volume. **What's it like to work here?** At Lincoln Financial , we love what we do. We make meaningful contributions each and every day ... + Competitive 401K and employee benefits (https://www.lincolnfinancial.com/public/aboutus/careers/lifeatlincoln#benefits) + Free financial counseling, health coaching and employee assistance program +… more
- Robert Half Finance & Accounting (Lodi, CA)
- …Meza with Robert Half is looking for a skilled Controller to lead our financial operations in Lodi, California. This role is integral to ensuring the accuracy and ... efficiency of accounting practices, financial reporting, and compliance with regulatory standards. The ideal candidate will bring expertise in managing financial … more
- TATCHA (San Francisco, CA)
- …will be responsible for the day-to-day accounting operations as well as the financial close and internal controls processes. The Controller will oversee Company's ... financial results, managing the close process, and ensuring the...process, and ensuring the accuracy, integrity, and transparency of financial information for all our stakeholders. As the Controller,… more
- NBC Universal (Universal City, CA)
- …FP&A is an integral member of the Universal Products & Experiences (UP&E) Financial , Planning & Analysis team. They lead budgeting and forecasting for Global Cash ... Compensation. This role reports to the Director of Global Financial , Planning & Analysis. As part of this dynamic...of this dynamic team, you will collaborate closely with financial analysts, planners, and other key stakeholders to ensure… more
- Cengage Group (Los Angeles, CA)
- …every day. To learn more, please see https://www.cengagegroup.com/about/inclusion-and-belonging/ . The ** Financial Planning & Analysis Manager** will play a key role ... in providing financial and related operational support to Cengage businesses. You...to Cengage businesses. You will be responsible for driving financial budgeting, planning, modeling, strategy, forecasting and reporting. Strong… more
- JPMorgan Chase (Irvine, CA)
- …Branch Personal Advising group, you will partner with clients to create custom financial plans based on their goals. You will meet with clients primarily through ... scheduled appointments via video or phone, build a personalized financial plan for each client, and match clients with...credit and banking concepts to help clients achieve their financial goals + * Convert high quality leads into… more
- Navy Federal Credit Union (San Diego, CA)
- Overview To provide financial consulting services to assist members and non-members with identifying their financial goals and objectives via telephone or video ... mixture(s) of insurance/investment products and services to achieve the financial client's goals as a registered representative/advisor/agent of Navy Federal… more