Financial Planner Jobs in Santa Clara
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Search Results - Financial Planner Jobs in Santa Clara
Robert Half-San Jose, 4 mi from Santa Clara
Espejo via LinkedIn or email for additional info and immediate consideration.
• 3–5+ years in wealth management with knowledge in financial planning and investment strategies.
• Proficient with Schwab platform
• Experience with eMoney and Redtail CRM...
roberthalf.com -
Igatec-San Jose, 4 mi from Santa Clara
to enjoying the things they love.
Position Overview:
The Director, FP&A will be a true strategist in the development of forecasting, budgeting, and analytical processes to support commercial and company-wide financial planning and analysis activities...
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VIVUS LLC-Campbell (CA), 5 mi from Santa Clara
Job Description
Job Description
RESPONSIBILITIES:
The Senior Analyst, Financial Planning and Analysis, will report to the Director of FP&A and is responsible for managing VIVUS’ company operating expenses. Act as business partner to R&D and G&A...
Tbwa Chiat/Day Inc-San Jose, 4 mi from Santa Clara
and business stakeholders to provide analytical rigor and evaluate strategic initiatives
• Support long range planning by creating detailed financial models for volume, revenue, COGS, P&L and cash flows, and tracking actuals against it
• Lead corporate planning...
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Addison Group-Dublin (CA), 24 mi from Santa Clara
Job Description
Job Description
Job Title: Senior Financial Analyst, Financial Planning
Internal Job ID: 10041664
Location: Pleasanton, CA (Hybrid, 2 days onsite)
Compensation: $110,500 - $135,350 (DOE) + Bonus & Benefits
The Company: A well...
Robert Half-San Jose, 4 mi from Santa Clara
with a proven track record of engaging directly with high-net-worth clients.
• Certified Financial Planner (CFP) designation is a must.
• Exceptional ability to manage multiple high-profile client relationships and seamlessly coordinate across teams for superior...
roberthalf.com -
ServiceNow-Santa Clara
Job Description
What you get to do in this role:
Drive comprehensive end-to-end financial planning processes including forecasting, budgeting, and P&L reporting for our dynamic global Sales organization, ensuring alignment with company-wide...
resume-library.com -
Regal Executive Search-San Jose, 4 mi from Santa Clara
as professional growth. Your focus will initially be on tax planning, financial planning, and tax compliance for closely held businesses and their owners, as well as high net worth individuals outside of the closely held business arena.
Longer term, you...
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Palo Alto Networks-Santa Clara
deliverables
Financial planning and forecasting activities that include participating in the annual planning process as well as driving the monthly and quarterly forecasting process
Generate critical Reporting, leveraging our systems and tools, that includes...
resume-library.com -
Fidelity Investments-San Jose, 4 mi from Santa Clara
and understanding of general financial planning concepts
• Proven customer service, client support and problem resolution skills
• Ability to effectively influence others and use consultative skills to enrich the customer experience
Our Investments in You...
Equinox-San Jose, 4 mi from Santa Clara
an approach to programming, education, business, and financial planning that ensures your Personal Training career is as unlimited as your passion. Secure a stronger future and help us redefine the science of fitness and the art of living.
PRIMARY...
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Fidelity Investments-San Jose, 4 mi from Santa Clara
and understanding of general financial planning concepts
• Proven customer service, client support and problem resolution skills
• Ability to effectively influence others and use consultative skills to enrich the customer experience
Our Investments in You...
Align Technology-San Jose, 4 mi from Santa Clara
will perform reporting, planning and analysis to help the company to achieve its business goals.
Role expectations
• Partner with the Technology, and Product R&D leadership team to actively forecast and manage their financials
• Drive financial planning...
Rivian-Palo Alto (CA), 13 mi from Santa Clara
it for future generations.
Role Summary
We are seeking an experienced Senior Finance Manager to lead a team responsible for financial planning and analysis, budgeting, forecasting, and reporting for the Enterprise Technology (ET) organization. The ideal...
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Bileddo Associates-San Jose, 4 mi from Santa Clara
and capital budgets, including long-term financial planning.
• Familiarity with California-specific healthcare regulations, including Medi-Cal reimbursement structures Healthcare Access and Information (HCAI), reporting, and California Department...
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