1,439 Results for

Financial Planning Jobs in Alameda, CA

Jobs

New!

San Francisco, CA3 days ago

$21–$30 Per Hour

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. You must be proficient in using advanced Excel functions, including Vlookup, and have experience in using PeopleSoft, ERP, Accounting ERP, AP, Payment Plus virtual pay program.

San Francisco, CA7 days ago

$60–$65

Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs. By clicking “Apply Today” you agree to receive calls, AI-generated calls, text messages or emails from Kforce and its affiliates, and service providers.

New!

San Francisco, CAToday

Remote

$115,000–$140,000

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors, including but not limited to:The individual’s skill sets, experience, and training; Licensure and certifications; Office location and other geographic considerations; Other business and organizational needs.

New!

Sunnyvale, CA3 days ago

$77–$83 Per Hour

This role leverages advanced analytics, forecasting models, and cross-functional collaboration to optimize inventory, balance supply and demand, and drive operational and financial performance across the organization. Leverage advanced analytics, forecasting models, and cross-functional collaboration to optimize inventory, balance supply and demand, and drive operational and financial performance.

New!

South San Francisco, CA5 days ago

$60,000–$75,000

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.

San Pablo, CA7 days ago

$60,000–$75,000

San Jose, CA7 days ago

You'll leverage your expertise to help us navigate growth challenges, optimize financial operations, and prepare for a successful IPO.Key ResponsibilitiesOffer strategic advice on financial planning, budgeting, and forecasting to support rapid scaling. Strong track record in financial strategy, fundraising, and scaling operations in a Silicon Valley or similar fast-paced environment.

New!

San Francisco, CA1 day ago

$220,000–$260,000

Pleasanton, CA22 days ago

Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning. • Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation.

San Francisco, CA12 days ago

$130,600–$246,200 Per Year

Visa is a world leader in payments technology, facilitating transactions between consumers, merchants, financial institutions and government entities across more than 200 countries and territories, dedicated to uplifting everyone, everywhere by being the best way to pay and be paid. The Senior Manager, Business Planning and Operations – Community Sales is a senior individual contributor role responsible for enabling execution excellence across the North America Community Sales segment.

San Francisco, CA21 days ago

$125,000–$175,000 Per Year

The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions. The Transaction Advisory Services Experienced Manager will be responsible for managing financial, accounting and operational due diligence engagements for both strategic and financial buyers throughout the United States.

New!

San Francisco, CAToday

Remote

$70–$85

New!

Clayton, CA1 day ago

In 2007, four different, but complementary, professionals gathered to discuss a shared vision-assemble talented thought leaders to establish a financial institution that could breathe new life into business banking and wealth management. They founded Parkside Financial Bank & Trust: an independent financial institution with an integrated way of conducting business, designed specifically to serve the needs of discerning families and privately held businesses.

New!

San Francisco, CA5 days ago

$60–$65 Per Hour

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Our team is dedicated to delivering holistic services—including housing support, workforce development, and community-based care—that help people overcome complex challenges and build better futures.

San Francisco, CA7 days ago

$207,000–$311,000 Per Year

Motive serves nearly 100,000 customers – from Fortune 500 enterprises to small businesses – across a wide range of industries, including transportation and logistics, construction, energy, field service, manufacturing, agriculture, food and beverage, retail, and the public sector. This role is crucial in shaping and protecting our corporate brand and financial narrative, ensuring consistent and compelling messaging across all key stakeholders, including media, employees, investors, shareholders, and partners.

San Francisco, CA7 days ago

$130,000–$135,000

Active Series 7, 63 and must maintain investment adviser representative (RA) registration, where required, in their place of business state and any other state(s) where the individual maintains a physical place of business; Additional product licenses may be required. 4+ years of business experience in a financial advisor or relationship manager or client engaging related role within financial services with experience communicating directly with clients.

New!

San Francisco, CA5 days ago

$120,000–$122,000 Per Year

Our team is dedicated to delivering holistic services—including housing support, workforce development, and community-based care—that help people overcome complex challenges and build better futures. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.

New!

Pleasanton, CA3 days ago

$100,000–$120,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. We are a firm where CPAs sit alongside wealth advisors and contribute directly to the long-term financial picture of the clients we serve.

New!

Fremont, CAToday

$170,000–$253,000 Per Year

As the only enterprise-grade storage service natively embedded in Google Cloud, AWS, and Microsoft Azure, we empower customers to run everything from traditional workloads to enterprise AI with unmatched performance, resilience, and security. You will collaborate closely with product management, finance, engineering, sales, and hyperscaler partners to design and implement scalable monetization frameworks that maximize customer value while accelerating revenue growth.

New!

Alviso, CAToday

$325,550–$421,300 Per Year

As the only enterprise-grade storage service natively embedded in Google Cloud, AWS, and Microsoft Azure, we empower customers to run everything from traditional workloads to enterprise AI with unmatched performance, resilience, and security. Cross-Functional Collaboration: Partner with internal teams including Industry Solutions, Product Management, Engineering, Marketing, and Partner Ecosystems to deliver tailored solutions and drive customer innovation.

Redwood City, CA30+ days ago

$133,000–$156,000 Per Year

This role provides senior‑level technical leadership and oversight for the Jack Henry Symitar core system, Alkami Digital Banking, and related enterprise applications, including responsibility for application programming and development activities supporting systems such as ARCU, CFS Data Connectors, Power BI, SMA, Opcon, and other supporting systems and platforms. The manager is accountable for both project execution and ongoing operations, and ensures enterprise systems are effectively supported, strategically aligned, and remain current, secure, and compliant with regulatory requirements, drawing on a strong understanding of credit union core, digital banking, and enterprise platforms.

New!

San Francisco, CA4 days ago

$150,000–$180,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. We are currently seeking a Senior Tax Manager with a CPA, specializing in individual tax for high-net-worth clients, S Corps, real estate tax, partnerships, and more.

New!

Walnut Creek, CA5 days ago

$200,000–$240,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. We are very close to securing one of our largest projects for the start of the year and are actively seeking an Area Manager with experience in Heavy Civil Road/Highway Construction to oversee the operation of projects in Northern California.

New!

Mountain View, CA1 day ago

$220,000–$240,000

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to:The individual’s skill sets, experience and training; Licensure and certifications; Office location and other geographic considerations; Other business and organizational needs.

New!

San Francisco, CAToday

Remote

$150,000–$190,000

New!

San Francisco, CA1 day ago

Remote

$95–$110

New!

San Francisco, CA1 day ago

$220,000–$250,000

Foster City, CA12 days ago

$149,800–$240,100 Per Year

This role serves as the functional Subject Matter Expert (SME) for PROS CPQ, partnering closely with Sales Operations, Pricing & Deal, Product, and Technology teams to ensure accurate, scalable, and compliant pricing and quoting execution. Visa is a world leader in payments technology, facilitating transactions between consumers, merchants, financial institutions and government entities across more than 200 countries and territories, dedicated to uplifting everyone, everywhere by being the best way to pay and be paid.

New!

Foster City, CA6 days ago

$131,600–$233,700 Per Year

Visa is a world leader in payments technology, facilitating transactions between consumers, merchants, financial institutions and government entities across more than 200 countries and territories, dedicated to uplifting everyone, everywhere by being the best way to pay and be paid. The product manager will use market insight, transaction data, and customer behavior to shape long‑term strategy, guide prioritization and investment decisions, and influence go‑to‑market direction across the virtual card portfolio.

New!

San Francisco, CA1 day ago

$90,000–$120,000

San Francisco, CA12 days ago

$124,300–$198,600 Per Year

Demonstrated quantitative rigor • Proficient and ideally a power-user of spreadsheet and presentation tools • Attention to detail and the ability to structure and analyse financial, operational, and market data • Outstanding stakeholder management abilities at both senior and junior levels • Strong executive communication and presentation skills. Masters, MBA, JD, MD) or up to 3 years of relevant experience with a PhD • Experience in and/or significant exposure to the payments industry preferred • Ability to lead and manage complex workstreams or small projects independently • Superior analytical and problem-solving skills.

New!

Sunnyvale, CA1 day ago

$150,000–$200,000

San Francisco, CA12 days ago

$146,200–$233,700 Per Year

As a Manager on the Crypto Strategic Initiatives Team within Growth Products and Partnerships at Visa, you will be responsible for driving execution of key strategic initiatives (or major workstreams within Initiatives) for Visa’s crypto efforts. Visa is a world leader in payments technology, facilitating transactions between consumers, merchants, financial institutions and government entities across more than 200 countries and territories, dedicated to uplifting everyone, everywhere by being the best way to pay and be paid.

New!

Milpitas, CA1 day ago

$80–$100

New!

Palo Alto, CA1 day ago

$225,000–$255,000

New!

San Francisco, CA1 day ago

$160,000–$180,000

San Francisco, CA12 days ago

$169,100–$270,800 Per Year

Basic Qualifications 8 years of work experience with a bachelor degree or at least 6 years of experience with an advanced degree (e.g., Masters, MBA, JD, MD) or at least 4 years of work experience with a PhD Preferred Qualifications 10 years progressive experience in eCommerce, payments, financial services, or technology. The Senior Manager will play a critical role in shaping strategic analyses, leading discrete strategic initiatives, and translating strategy into execution, including product‑level strategies, priority market acceleration efforts, and cross‑functional programs with Product, Technology, and Regional teams.

San Francisco, CA7 days ago

Remote

$97,000–$114,000 Per Year

ideal candidates have experience selling loan origination software, digital account opening, digital lending, mortgage focused solutions and have experience working with Top 50 Banks and or Credit Unions with a focus on retail banking. Account Strategy & Expansion (50%): Develop and execute account strategies to drive revenue growth, targeting 10-15%annual expansion (e.g., additional licenses, premium modules).Own and Plan Renewal Strategies designed to uplift PFL, drive revenue and encourage Blend usage.

New!

San Francisco, CA6 days ago

12-15 years of total work experience preferred, with financial services experience focused on a particular client type or product (e.g., Hedge, Pension) or prior experience in related customer-facing roles such as Sales Support, Global Capital Markets, or Product Management. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.

San Francisco, CA12 days ago

$169,100–$270,800 Per Year

Visa’s Global Corporate Development and Mergers and Acquisitions (CDMA) team forms part of the Global function which is collectively responsible for helping shape Visa’s strategy by identifying industry trends, maintaining relationships with relevant external partners, as well as sourcing, negotiating, structuring, and executing strategic acquisitions/investments across all of Visa's geographies and businesses. • Experience working in a demanding environment with highly motivated and driven professionals • Strong work ethic, passion for learning, and professional curiosity with the ability to solve problems with a balance of independence and collaborative input • Proven ability to manage multiple projects simultaneously and work collaboratively across teams.

San Francisco, CA12 days ago

$146,200–$233,700 Per Year

Visa’s Global Corporate Development and Mergers and Acquisitions (CDMA) team forms part of the Global function which is collectively responsible for helping shape Visa’s strategy by identifying industry trends, maintaining relationships with relevant external partners, as well as sourcing, negotiating, structuring, and executing strategic acquisitions/investments across all of Visa's geographies and businesses. Visa is a world leader in payments technology, facilitating transactions between consumers, merchants, financial institutions and government entities across more than 200 countries and territories, dedicated to uplifting everyone, everywhere by being the best way to pay and be paid.

San Francisco, CA12 days ago

$169,100–$270,800 Per Year

Background in payments, financial services, B2B, or platform ecosystems (issuers, acquirers, fintechs, ISVs) • Experience presenting to and building relationships with senior management level audiences, both internally and externally • Demonstrated ability to lead through influence in a matrixed organization without direct authority • Must be self-motivated and comfortable with ambiguity • Preferred experience leading large‑scale, vendor‑executed research programs, including scoping, methodology oversight, synthesis, and executive activation. Insight Validation in Collaboration with Internal Performance Insights – Work closely with the Performance Management Lead to evaluate findings, separate factual indicators from anecdotal observations, and assemble evidence-based narratives regarding factors influencing 2030 targets, outlining the recommended path forward.

San Francisco, CA12 days ago

$129,200–$206,700 Per Year

Visa is a world leader in payments technology, facilitating transactions between consumers, merchants, financial institutions and government entities across more than 200 countries and territories, dedicated to uplifting everyone, everywhere by being the best way to pay and be paid. This role partners closely with Senior Managers, Directors, and broader account teams to execute account strategies, support revenue growth initiatives, and strengthen client engagement across Visa Direct offerings.

San Francisco, CA7 days ago

Remote

$189,000–$277,500 Per Year

You will partner directly with senior leaders across the business to help inform resource allocation, define operational and financial KPIs, own key inputs to revenue / margin modeling and most importantly, proactively identify opportunities to drive growth or improve profitability. Business Case Development: Build robust operational + financial models for major projects, including ROI, LTV/CAC and payback analysis, to help teams quantify trade-offs between driving growth + profitability / articulate compelling financial narratives.

New!

Oakland, CA1 day ago

$140,000–$165,000

San Francisco, CA7 days ago

Remote

This leader will manage and develop a team of Client Sales Executives responsible for deepening relationships, driving cross-sell and upsell of additional Blend products, and ensuring successful renewals. This role is highly strategic and hands-on, partnering closely with Customer Success, Product, Marketing, and Executive Leadership to maximize customer lifetime value and long-term partnership.

Foster City, CA7 days ago

$161,600–$258,300 Per Year

Masters, MBA, JD, MD) or 3 or more years of experience with a PhD • 6 plus years of experience in strategic program management, business operations, or similar roles with experience in SaaS and scaled customer-facing environments • A systems mindset with demonstrated experience developing strategy, building business cases, and influencing cross-functional and senior leaders • Strong analytical and quantitative skills. The Card Benefits Platform & Affluent Channels team oversees the end-to-end product development lifecycle of core infrastructure, omni channel ecosystems, and enabling product functions in support of Visa’s credit card benefit & Affluent segment businesses.

New!

San Francisco, CA1 day ago

$125,000–$150,000

New!

Foster City, CA6 days ago

$146,200–$233,700 Per Year

Solution Delivery: Contribute to product discovery, working closely with Product leaders, Data Scientists, UX teams and other stakeholders to establish a clear understanding of the target users’, pain points to ensure solutions meet the required product outcomes. Accountabilities: Strategy, Planning and Prioritisation: Work with product leaders to understand product area vision and goals, communicating with stakeholders and working with product engineering teams to ensure that the team maintains a cohesive vision and delivers outcomes that are aligned to goals.

New!

Foster City, CA5 days ago

$146,200–$233,700 Per Year

Visa’s Global Data & Platform Services organization is seeking a Product Manager to lead the development, delivery, and life‑cycle management of Visa’s Data Production capabilities, including data processing pipelines and real‑time data streaming platforms. Reporting to the Director of Global Data Services within the Global Data Office, you will define product vision, strategy, and roadmaps for core data platform capabilities that power analytics, AI/ML, real‑time decisioning, and mission‑critical payment services across Visa.

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Financial Planning Jobs in Alameda, CA

Financial Analyst Jobot

Financial Analyst Kforce Inc.

Sr. Financial Analyst Vaco LLC

SIOP Planning Manager Joulé

Financial Consultant - Palo Alto, CA Fidelity Investments

Financial Consultant - Marin, CA Fidelity Investments

CFO Advisor Joseph Michaels International

Director, Technical Accounting & Financial Reporting Vaco LLC

VP, Financial Consultant Charles Schwab

Sr Manager, Business Planning & Ops - Community Sales Visa Technology and Operations LLC

Transaction Advisory Experienced Manager - Financial Due Diligence (FDD) bdo consulting

Interim Financial Systems Lead (NetSuite, Zip) Vaco LLC

AVP/Trust & Family Office Financial Advisor Associate Parkside Financial Bank & Trust

Assistant Controller Jobot

Director, Financial & Corporate Communications Motive

Relationship Manager - Wealth Management Kforce Inc.

Finance Manager Jobot

Senior Tax Accountant Jobot

Product Manager (Cloud, Pricing and Monetization) NetApp

Strategic District Manager - Hyperscalers and Neo Clouds NetApp

Enterprise Systems Manager MONTERRA CREDIT UNION

Senior Tax Manager (CPA) Jobot

Area Manager Jobot

Senior Finance Manager or Principal Vaco LLC

Forward Deployed Finance Partner Vaco LLC

Interim Director of FP&A Vaco LLC

Sr. Manager of Tax Vaco LLC

Sr Manager, Operations Visa Technology and Operations LLC

Product Manager, B2B Payments Strategy & Analytics Visa Technology and Operations LLC

Finance Associate Vaco LLC

Product Strategy Manager, NA Value Added Services – Processing Solutions Visa Technology and Operations LLC

Manager, Data Center Asset Management and Accounting Vaco LLC

Manager – Crypto Strategic Initiatives Visa Technology and Operations LLC

Interim Cost Accounting and Manufacturing Finance Consultant Vaco LLC

Director of Clinical FP&A Vaco LLC

Accounting Manager Vaco LLC

Senior Manager, eCommerce Strategy Visa Technology and Operations LLC

Sales Engineer - Enterprise - Remote Blend

Senior Director, Client Executive BNY

Sr. Manager, Global Corporate Development Visa Technology and Operations LLC

Manager, Global Corporate Development Visa Technology and Operations LLC

Senior Manager - Market Intelligence, Global SMB Visa Technology and Operations LLC

Manager – Visa Direct Account Management Visa Technology and Operations LLC

Director, Strategic Finance (Product & Engineering) - Remote HighLevel

Fund Accounting Manager Vaco LLC

Director of Client Sales - Enterprise Accounts - Remote Blend

Senior Manager, Strategy PMO Visa Technology and Operations LLC

Fund Finance Associate Vaco LLC

Product Manager Visa Technology and Operations LLC

Manager, Data Production Visa Technology and Operations LLC

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