- MongoDB (San Francisco, CA)
- …to build next-generation, AI-powered applications. MongoDB is hiring a Director of Financial Planning and Analysis (FP&A) to lead the finance team supporting our ... role involves partnering with product and engineering leaders to manage financial planning, forecasting, reporting, and analysis for key business decisions, product… more
- Robert Half Finance & Accounting (Orinda, CA)
- Description Job Posting: Financial Planning Associate - Wealth Management A well-established, people-first wealth management firm in the East Bay is seeking a ... passionate and detail-oriented Financial Planning Associate to join its collaborative team. With... lives. About the Firm This fee-only Registered Investment Advisor manages approximately $500 million in assets and is… more
- Robert Half Finance & Accounting (Fresno, CA)
- …guidance to support the organization's long-term goals. Responsibilities: * Serve as a financial advisor to the leadership team and Board of Directors, offering ... Half is looking for an experienced and mission-driven Chief Financial Officer (CFO) to join a leading non-profit organization... Officer (CFO) to join a leading non-profit organization based in Fresno, California. This role is pivotal in… more
- Robert Half Finance & Accounting (Palo Alto, CA)
- …Montgomery BART) | Hybrid $100,000-$130,000 base (DOE) + Bonus An established multi-family office based in San Francisco is seeking a Client Associate to serve as a ... key relationship manager and trusted advisor to a select group of ultra-high-net-worth individuals and families. This firm is known for delivering white-glove… more
- BMO Financial Group (San Ramon, CA)
- … Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of ... Relationship Manger and are open to having the individual based out of our San Francisco Office or East...Provides strategic input into business decisions as a trusted advisor . + Makes recommendations to senior leaders on strategy… more
- Santa Clara Valley Water District (CA)
- …expert coordination, clear communication, and strategic guidance. As a trusted advisor and intermediary, the Board Support Officer provides high-level executive ... sick, personal and executive leave, medical, dental, disability and life insurance , a deferred compensation plan and a CalPERS retirement plan.Defined Benefit… more
- US Bank (Los Angeles, CA)
- …best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We ... owners, operators, investors and lenders. The successful candidate will be a trusted advisor who collaborates closely with the various business lines within CRE, and… more
- US Bank (Woodland Hills, CA)
- …cultivate and manage new and existing relationships with business clients. + Recommend financial solutions based on each client's unique goals and needs. + ... Be the primary advisor for our business clients. + Deliver ...mind. Our benefits include the following (some may vary based on role, location or hours): + Healthcare (medical,… more
- BMO Financial Group (Sacramento, CA)
- … Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of ... are met or exceeded. + Acts as a trusted advisor to assigned business/group. + Influences and negotiates to...to achieve business objectives. + Recommends and implements solutions based on analysis of issues and implications for the… more
- Citigroup (Riverside, CA)
- …partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) + ... and High Net Worth segment through the use of financial planning and excellent discovery and profiling skills. +...through a wide range of products, services and tools based on client profiling. + With the support of… more