3,217 Results for

Financial Planning Jobs in Belmont, CA

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Estate Planning Attorney Jobot

San Francisco, CA

$150,000–$275,000 / year
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14 days ago

Director, Performance Management & Sales Incentive Planning Visa

San Francisco, CA

$188,400–$301,500 / year

The Director, CMS Performance Management & Sales Incentive Planning will lead the global CMS (Commercial and Money Movement Solutions) Performance Management Center of Excellence, shaping how seller performance is measured, rewarded, and optimized across regions and business units. 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.

Today

Manager, Marketing Strategy & Portfolio Planning Visa

San Francisco, CA

$134,600–$215,300 / year

As Manager, Marketing Strategy & Portfolio Planning, you will serve as a key thought partner to marketing leadership, helping define how marketing investments support Visa's long-term growth ambitions and 2030 Strategy. This opportunity is especially attractive for professionals with backgrounds in strategy consulting, corporate strategy, business operations, analytics, portfolio management, or technology who enjoy solving complex business challenges, influencing executive decisions, and driving enterprise-wide outcomes.

Today

Director, Business Planning & Operations Visa

San Francisco, CA

$178,300–$285,600 / year

Reporting to the Senior Director of Marketing Strategy, Planning & Operations, this role serves as a trusted advisor to the North America Chief Marketing Officer (CMO) and Marketing Leadership Team, helping define the vision, priorities, and strategic narrative that will drive Visa's growth through 2030 and beyond. The successful candidate will partner across Marketing, Product, Sales, Strategy, and regional and global teams to identify emerging opportunities, translate insights into action, and ensure Marketing remains a critical driver of Visa's business growth.

Today

Sr. Manager, VAS Business Strategy & Planning Visa

San Francisco, CA

$169,100–$270,800 / year

The Senior Manager will own projects / workstreams of key strategic initiatives (e.g., long-range strategy development, portfolio diagnostics, client and leadership forums) and ensure the Value-Added Services leadership team is equipped with the data and insights to meet growth imperatives. 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.

7 days ago

Director, Sales Planning & Operations, (CMS) Visa

Foster City, CA

$188,400–$301,500 / year

This role partners closely with Sales, Account Management, Finance, Global Sales & Commercial Operations, Technology, and regional teams to drive operational excellence, improve commercial visibility, and strengthen data-driven decision-making across CMS. 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.

8 days ago

Corporate Financial Controller Jobot

San Jose, CA

$250,000–$280,000 / year
Quick Apply

3. Proven experience in financial reporting, accounting team leadership, financial systems & ERP optimization, process improvement & transformation, consolidated financial statements, audit & tax oversight, and strategic financial leadership. With significant growth underway, we are investing heavily in our people, technology, systems, and infrastructure, creating an exciting environment where talented leaders can make a meaningful impact, improve processes, and help shape the future of an established and rapidly growing organization.

13 days ago

Senior Manager, Business Planning and Strategy Visa

San Francisco, CA

$149,800–$240,100 / year

The CoE partners across Sales, Product, Finance, Legal, Technology, Data, and regional teams to improve customer and seller journeys, enable scalable execution, and accelerate commercial outcomes through process excellence, technology innovation, and AI-enabled automation. We are seeking a full-time Senior Manager to lead global process improvement initiatives across the customer and seller journey by translating business pain points into scalable operating models, workflows, governance, product enhancements, and automation solutions.

14 days ago

Financial Controller - Growing East Bay Organization! Jobot

Piedmont, CA

$130,000–$160,000 / year
Quick Apply

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. Ability to prepare monthly financial statements, key metric reports, budgets, forecasts, cash flow projections and analyses.

Today

Senior Financial Analyst Supply Chain Vaco LLC

Santa Clara, CA

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.

1 day ago

Interim Senior Financial Analyst Vaco LLC

San Francisco, CA

13 days ago

Revenue Strategy & Planning, Senior Manager - Remote Cribl

San Jose, CA

Remote

$93,300–$175,000 / year

Support annual and long-range planning: Collaborate with GTM leaders, other team members and cross-functional partners on annual and long-range planning. Leverage AI to optimize GTM operations: Apply AI tools and workflows to automate analysis, surface insights faster, and improve the efficiency of existing processes.

15 days ago

Financial Analyst IV Kforce Inc.

Mountain View, CA

$75–$85.49

Responsibilities: Strategic planning: Be a trusted advisor to ICS Customer Success Finance Managers, help shape our 1- and 3-year strategic plans, proactively highlighting risks and opportunities to Budget and margin, and driving optimal investment decisions through data-driven insights and business modeling expertise. Month End Close/Current Estimate: Own the forecasting, consolidation and reporting of the monthly close/forecast cadence and business review preparation; Prepare exec ready commentary for variance capturing business drivers and strategic insights; Work with cross-functional partners to ensure alignment.

9 days ago

Corporate Vice President, Advanced Planning Consultant- Pacific Zone New York Life Insurance Company

San Francisco, CA

$125,000–$140,000 / year

Our Agency distribution system is the lifeblood and key differentiator of New York Life, where dedicated individuals like you provide vital support to our field force and connect with clients, helping build lifelong relationships. You will specialize in advanced planning areas such as estate, business, charitable, and retirement strategies, helping agents design customized solutions that align with clients’ financial goals and lead to successful life insurance sales.

15 days ago

Manager, Production Planning Gooch & Housego Pal Alto

Fremont, CA

$140,000–$150,000 / year
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We are seeking a Manager, Production Planning to lead the production planning function and partner closely with Operations to build and maintain a realistic, executable production plan that supports customer delivery, improves throughput, and stabilizes day-to-day operations in a high-mix, low-volume manufacturing environment. Our seven business locations in the United States and four UK-based businesses employ across a broad range of functions including engineering and process, manufacturing, product management, supply chain and customer services, quality assurance, continuous improvement, compliance and finance.

2 days ago

VP, Financial Consultant- San Jose, CA Charles Schwab

Milpitas, CA

Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact.

2 days ago

VP, Financial Consultant - Menlo Park, CA Charles Schwab

Menlo Park, CA

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. Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client’s progress toward achieving their goals.

2 days ago

Financial Analyst III Kforce Inc.

Mountain View, CA

$54–$64.59

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.

5 days ago

Financial Analyst, Finance Development Program Waters Corporation

San Francisco, CA

The goal of this unique program is to internally develop the future financial leaders of Waters through a comprehensive rotational program that will prepare the participant for a Finance assignment outside of the U.S. This program is a full-time position in Milford, Massachusetts, starting in June 2027, which consists of a 2-year rotation within various functions of the Global Finance and Accounting organization. We collaborate with customers around the world to advance the release of effective, high-quality medicines, ensure the safety of food and water, and drive better patient outcomes by detecting diseases earlier, managing routine infections, and combating antibiotic resistance.

15 days ago

Tax Expert - In-Person Intuit

Los Gatos, CA

$27–$41 / hour

Taxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, investments, or amendments. What You’ll Do: Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments).

1 day ago

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Financial Planning Jobs in Belmont, CA

Estate Planning Attorney Jobot

Director, Performance Management & Sales Incentive Planning Visa

Manager, Marketing Strategy & Portfolio Planning Visa

Director, Business Planning & Operations Visa

Sr. Manager, VAS Business Strategy & Planning Visa

Director, Sales Planning & Operations, (CMS) Visa

Corporate Financial Controller Jobot

Senior Manager, Business Planning and Strategy Visa

Financial Controller - Growing East Bay Organization! Jobot

Senior Financial Analyst Supply Chain Vaco LLC

Interim Senior Financial Analyst Vaco LLC

Revenue Strategy & Planning, Senior Manager - Remote Cribl

Financial Analyst IV Kforce Inc.

Corporate Vice President, Advanced Planning Consultant- Pacific Zone New York Life Insurance Company

Manager, Production Planning Gooch & Housego Pal Alto

VP, Financial Consultant- San Jose, CA Charles Schwab

VP, Financial Consultant - Menlo Park, CA Charles Schwab

Financial Analyst III Kforce Inc.

Financial Analyst, Finance Development Program Waters Corporation

Tax Expert - In-Person Intuit

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