369 Results for

Financial Planning Jobs in Cucamonga, CA

Jobs

Santa Ana, CA7 days ago

$100,000–$120,000

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/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, as well as other business and organizational needs.

New!

Irvine, CA4 days ago

$85,000–$100,000 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. Excellent written and verbal communication skills, with the ability to explain complex legal and financial matters to a non-technical audience.

Irvine, CA14 days ago

From enabling systems to make cities safer and more connected, to powering the data centers behind many of the world’s biggest companies and hyperscale cloud providers, to meeting the massive and ever-growing data storage needs of the AI era, Western Digital is fueling a brighter, smarter future. This role works closely with Sales, Product Planning, Supply Chain, Finance and Sales Operations, ensuring alignment between customer demand, supply availability, long-term agreements (LTAs), and financial performance objectives.

Orange, CA14 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.

New!

Santa Ana, CA4 days ago

$120,000–$160,000 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. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.

Upland, CA12 days ago

o 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. o 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.

New!

Irvine, CAToday

$140,000–$160,000 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. This is an opportunity to join the Capital Markets group in a highly visible Finance Manager role supporting project capitalization, investor reporting, portfolio management, and financial execution across a national development platform.

New!

Fullerton, CA4 days ago

$80,000–$90,000 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. Review executed agreements to identify the legal entity contracted in the performance obligation, and client requirements such as certificate of insurance, external invoicing portals, invoicing schedule, performance bond, etc.

New!

Glendora, CA3 days ago

$80,000–$160,000 Per Year

The financial industry is constantly evolving, and we seek independent contractors who are results-driven, passionate, and motivated individuals looking to build a rewarding career. Client Consultation: Conduct in-depth consultations to understand clients' unique financial needs, goals, and risk tolerance.

Santa Ana, CA7 days ago

$150,000–$250,000

New!

Redlands, CA4 days ago

$175,000–$250,000 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. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.

New!

Pomona, CA4 days ago

$90,000–$115,000 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. 2. Prepare and analyze financial statements, including balance sheets, income statements, and cash flow statements.

New!

Brea, CA4 days ago

$125,000–$150,000 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. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.

New!

City of Industry, CA4 days ago

$115,000–$135,000 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. This role owns campaign strategy, channel performance, team leadership, and executional briefs to ensure continued category leadership and strong consumer brand awareness.

Irvine, CA7 days ago

$65–$70

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. Lead the month-end close process, ensuring accuracy and timeliness by prioritizing team workload and improving manual processes using advanced Excel tools (pivot tables, VLOOKUP/XLOOKUP).

Irvine, CA7 days ago

Remote

$60,000–$70,000

Santa Fe Springs, CA14 days ago

$150,000–$210,000

As a Senior Project Manager, you’ll lead complex, high-profile infrastructure projects, collaborate with top-tier professionals, and play a key role in driving innovation, efficiency, and long-term success across our operations. The Senior Project Manager will provide direction across scheduling, cost management, subcontractor coordination, and client relations, ensuring every project is delivered safely, efficiently, and profitably.

Norwalk, CA7 days ago

A large national consulting and infrastructure program-management firm is seeking a Vice President, Project Controls Manager to support major capital programs in the Los Angeles region. Serve as the main point of contact for project controls, working closely with client leadership, internal teams, and external stakeholders.

Costa Mesa, CA14 days ago

$220,000–$250,000 Per Year

The Managing Director, Risk Advisory Services will work under the direction of a Partner and is responsible for managing and delivering high value solutions to multiple clients in the areas of Internal Auditing and internal control, including business risk assessment and Enterprise Risk Management, business process improvement, Sarbanes-Oxley compliance, information technology audit & control, financial and operational audit, business conduct and fraud/forensic investigations. Ten (10) years of experience within a public accounting firm or Fortune 1000 company performing Risk Assessments, internal audits, Sarbanes-Oxley Readiness services, internal control assessments, management consulting as a Financial, Operational or In Information Technology Subject Matter Expert, required.

Santa Fe Springs, CA11 days ago

$110,000–$150,000

Overall management of the financial aspects of contract, including job cost reports, billings, budget changes, change order, accounts payable processing and collections. Monitor and control construction through administrative direction of on-site superintendents to insure project is built on schedule, within budget, and meets all minority obligations.

New!

Ontario, CA1 day ago

Remote

$92,114–$156,880 Per Year

This may be accomplished through active calling efforts and referrals from existing customers and line colleagues from Personal & Business Banking and other divisions, and by providing the CNB exemplary level of service, identifying and promoting solutions to customer needs, and maintaining an active calling program. Additional QualificationsPreferred to be in good standing under “The Secure and Fair Enforcement for Mortgage Licensing Act of 2008” (Safe Act) and be registered/licensed with the “Nationwide Mortgage Licensing System and Registry” (NMLS); or must be able to be registered under the Safe Act.

New!

City of Industry, CA1 day ago

$69,000–$127,800 Per Year

Ideal candidate analyzes credit information to support lending decisions and processes for new and existing Commercial banking loans and credit solutions in an assigned portfolio of clients. Performs financial analysis and calculations, assesses client creditworthiness, prepares detailed credit summaries, analyses financial performance and risk profiles of clients within the portfolio.

Irvine, California30+ days ago

$135,000–$185,000 Per Year

Irvine, CA30+ days ago

TCL North America is seeking a highly analytical and strategically minded Strategy Planning Analyst to support competitive strategy and long-range planning across the North American consumer electronics market. Market Intelligence & Competitive StrategyConduct ongoing market and competitive intelligence analysis across industry trends, retail sell-in and sell-through data, pricing shifts, promotional activity, and new product launches.

Anaheim, CA30+ days ago

$101,000–$135,000 Per Year

Convention Way, Anaheim, California, United States, 92802VIEW ON MAP (https://www.google.com/maps?q=Anaheim%20Marriott%2C%20700%20W.%20Convention%20Way%2C%20Anaheim%2C%20California%2C%20United%20States%2C%2092802). • 2-year degree from an accredited university in Hotel and Restaurant Management, Hospitality, Business Administration, or related major; 2 years experience in the event management, food and beverage, sales and marketing, or related professional area.

Monrovia, CA7 days ago

This role leads complex planning efforts, supports customer energization commitments, and provides senior-level oversight to ensure projects are delivered safely, efficiently, and in alignment with company goals. The impact of this work is highly rewarding-knowing your expertise directly contributes to stronger communities, improved customer experiences, and a safer energy future for the customers you serve.

Buena Park, CA18 days ago

This role leads multiple workstreams, partners with functional leaders, provides actionable insights, and drives end-to-end ownership in a fast-paced environment. Korea HQ communication and reporting support: Serve as the primary finance point of contact between U.S. operations and Korea headquarters for assigned areas.

Chino, CA30+ days ago

Establishes project objectives and manages timelines, risk analysis, milestones, deliverables and budgets; approves tasks and schedule necessary for successful project execution and drives problem solving and issue resolution. In this job, you'll partner with leaders and individual contributors across Edison Safety to strategically integrate our safety initiatives into our formal Safety Management System framework and ensure alignment with other business processes and functions.

Buena Park, CA18 days ago

The analyst will manage assigned projects and recurring reporting cycles, analyze financial and operational data, deliver weekly and monthly performance insights, and coordinate with cross-functional teams and Korea headquarters. Our client is hiring a Business Planning Analyst (Financial Planning & Analysis - FP&A) to support budgeting, forecasting, reporting, and business performance analysis.

Victorville, CA17 days ago

Supports the company's electrical distribution system by developing and designing plans, identifying necessary resources and providing cost estimates and options for the construction of distribution facilities. Manages various large design projects from inception to construction completion with follow- through on policies, procedures, rules, rates, completion dates, and ensuring compliance of electrical designs.

Riverside, CA30+ days ago

$123,300–$155,000 Per Year

This position is for enthusiastic leaders committed to lifelong learning and helping the firm achieve its goals through high-level performance and business development. Adhere to firm-wide policies on project and financial management, client relations, and business development.

Irvine, California30+ days ago

$154,000–$192,500 Per Year

West Covina, California30+ days ago

$90,000–$129,000 Per Year

Job Summary: The Merchandise Planning Manager is responsible for merchandise planning and inventory management across assigned product categories, while also directly owning planning responsibilities for a smaller category. The ideal candidate brings strong analytical and planning expertise, proven leadership experience, and the ability to collaborate effectively across functions.

Huntington Beach, California30+ days ago

$100,000–$110,000 Per Hour

This role oversees in-store marketing efforts and value-driving programs, while also partnering cross-functionally to bring new products to market with cohesive, on-brand storytelling. You will monitor performance, analyze trends, and apply data-driven insights to optimize campaigns, while leading the creative development and execution of in-restaurant merchandising and marketing materials across all locations.

Garden Grove, California30+ days ago

$105,000–$115,000

advantages, specificities, etc.) | • Ensure planners execute essential functions including BOM analysis, material planning, timely requisition delivery to purchasing, work order release and management, revision control, ERP data accuracy, and on-time fulfillment of aftermarket customer requirements. Oversee all aftermarket planning activities, including workload balance, prioritization, and queue management for PPO, initial commitment dates and recovery dates, ensuring accuracy, timeliness, and ownership of all lines.

Irvine, CA30+ days ago

Full-time

Our impressive portfolio of over 50,000,000sf of Medical Outpatient buildings, Lab and Life Science facilities, and Senior Assisted Living centers fuel innovation in patient care and research - accelerating scientific discovery, enhancing healthcare delivery, fostering healthier populations, and driving shareholder value. The Manager – Financial Reporting & Corporate Accounting will be primarily responsible for assisting the Vice President – Financial Reporting with (i) the preparation and review of quarterly and annual financial statements and certain related supporting schedules filed with the SEC and (ii) performing certain corporate accounting functions related to complex transactions and other special projects.

Irvine, California9 days ago

This role contributes to cash flow forecasting, liquidity planning, scenario analyses, and reporting processes that support funding strategies, debt management, investment oversight, and KPI achievement. Embodying our commitment to grow, innovate, and diversify, we strive to reimagine the customer and dealer experience and launch innovative new products that broaden our market reach.

Irvine, CA30+ days ago

The ideal candidate has successfully taken one or more companies public, built billion-dollar enterprise value, and possesses deep expertise in public market finance, regulatory compliance, investor relations, and large-scale financial strategy. This executive will partner closely with the CEO and board to prepare Barupon for IPO readiness, execute the public listing process, and scale the financial infrastructure required for a high-growth public company.

Brooklyn, NY30+ days ago

The ideal candidate will conduct primary visits remotely, provide assessments, and collaborate with assisted living facility staff to ensure comprehensive care. A healthcare provider specializing in telehealth services is seeking a skilled Nurse Practitioner (NP) to join their telehealth team.

Brea, CA30+ days ago

Experience with data trends and able to handle large databases of information including data mining & mapping and gaining data from different sources and working with management to develop useful reports. Job Description: You will be a part of the Financial Planning & Analysis - North America Commercial Operations Team and report to the Finance Manager responsible for driving profitable growth and being a partner to the Sales organization.

Chino, CA30+ days ago

Full-time

In this role, you’ll ensure alignment between customer demand, operational capabilities, and financial goals, using MRP/ERP systems to balance service levels, working capital, and total supply chain cost. As a critical leader within our supply chain team, you’ll collaborate with Operations, Manufacturing, Logistics, Finance, and external vendors to drive execution and continuous improvement.

Costa Mesa, CA14 days ago

$75,000–$200,000 Per Year

This role’s focus and priority is to ensure sales growth by recruiting, developing, and leading a team of financial advisors to meet annual production targets from the sale of protection and investment products, financial planning and wealth management services. Locally, we are an award-winning firm comprised of industry-leading financial service professionals who excel at building long-lasting relationships with clients and serve as an advocate for their financial well-being.

Downtown Montebello, CA30+ days ago

$100,000–$145,000 Per Year

Cross-Functional Collaboration: Work closely with senior management, operations, and project teams to ensure financial practices align with business objectives and project goals. Strong Analytical Skills: Ability to analyze complex financial data, develop actionable insights, and provide clear reports to senior management.

Costa Mesa, CA13 days ago

$50,000–$150,000 Per Year

Total Compensation: First year advisors’ to experienced advisors’ variable performance based compensation range: $51,000 to $320,000+ per year (with experienced specialist advisors' income greatly exceeding this range). Backed by Industry Leaders: As a local firm affiliated with MassMutual and MML Investors, you benefit from the extensive support of a Fortune 100 company with over 170 years of experience and a top 7th independent broker dealer.

La Palma, CA30+ days ago

$250,000–$350,000 Per Year

The successful candidate will have a strong background in finance and management, track record of financing acquisitions through loan broker relationships, experience in the real estate industry preferred with restaurant experience a plus, and pedigree from top-tier academic and corporate institutions. Demonstrated expertise in constructing models from diverse data sources, the ideal candidate must showcase advanced proficiency in Excel, along with proven skills in financing, in depth knowledge of Macros and Financial Modeling, which will be assessed during the application process.

Irvine, CA10 days ago

Strong knowledge of financial software, data reporting tools (Such as Power BI), and Excel skills (including advanced formulas, pivot tables, and data structuring). Our client is a privately held, founder-led real estate investment and leasing company operating across multiple entities and asset structures.

Irvine, CA8 days ago

You will serve as an expert in all areas of financial planning (cash flow, retirement, investments, tax planning, estate planning, and risk management) when partnering with the advisors on new client cases. Review client documents (investment statements, tax returns, insurance and estate documents) to identify opportunities and build out detailed cash flow-based plans through our eMoney planning software.

Irvine, CA29 days ago

$60,000–$90,000

Irvine, CA7 days ago

Full-time

What you will be doing:HAEA is seeking an experienced Budget and Financial Planner to support Key Account Management by owning planning, forecasting, and monthly financial management for all IT OPEX and G&A budget items across the North America CBUs that HAEA provides services to. Create and maintain a CBU-level OPEX/G&A billing tracker as the single source of truth (budget, IO/coding, billing period, amount, invoice owner, status, and key dates), and institute a regular review cadence to ensure invoices are prepared, coded correctly, and submitted on time.

Lakewood,, NJ30+ days ago

The Senior HR Operations Associate provides advanced HR operational support with a focus on compliance, process improvement, and complex employee lifecycle management. Administer leave of absence programs, including coordination with employees, managers, and third-party administrators .

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Financial Planning Jobs in Cucamonga, CA

Jobs

Senior Financial AnalystVaco LLC

Tax & Estate Planning ParalegalJobot

Director of Sales Operations Planning & ExecutionWD

Financial Consultant - Brea, CAFidelity Investments

FP&A ManagerJobot

VP, Financial ConsultantCharles Schwab

Finance Manager (Real Estate)Jobot

Project CoordinatorJobot

Financial ConsultantFame Financial | WFG

Director of Finance Corporate FP&AVaco LLC

Senior Audit ManagerJobot

Senior AccountantJobot

Mortgage Compliance ManagerJobot

Marketing Manager (Beauty)Jobot

Accounting ManagerVaco LLC

Associate Project SchedulerVaco LLC

Senior Project Manager (Heavy Civil Structures)Gables Search Group

VP Project Controls ManagerEnhanced Staffing

Managing Director, Risk Advisory Servicesbdo consulting

Project ManagerGables Search Group

Relationship Manager Business Banking SrCity National Bank

Senior Portfolio Manager - Commercial (Emerging Middle Market)BMO Financial

Senior Manager - Corporate Financial Planning & AnalysisShimmick

[STRATEGY & PLANNING] Strategy Planning AnalystTTE Technology Inc

Director of Event PlanningMarriott

District Planning Senior SpecialistSouthern California Edison

(Korean Bilingual) Business Planning Sr. AnalystHarmonious Hiring LLC

Program Safety, Planning and Implementation (SMS), Senior AdvisorSouthern California Edison

(Korean Bilingual) Business Planning AnalystHarmonious Hiring LLC

New Business Planning Senior SpecialistSouthern California Edison

Senior Engineer - Land Development and PlanningPTS Advance

Lead Program Manager, Product PlanningRivian

Merchandise Planning ManagerMINISO USA

Manager, Brand Planning & StrategyBJ's Restaurants

Planning SupervisorSafran Cabin

Financial Reporting and Corporate Accounting ManagerHealthpeak Properties, Inc.

Treasury Planning AssociateHyundai Capital America

Chief Financial Officer (CFO) – IPO & Public Markets LeadershipBaRupOn LLC

Nurse Practitioner (NP)Poel Group Staffing Inc.

Accounting/Finance - Senior Financial Analyst -Proposal AnalysisLancesoft

Demand Planning ManagerNexgrill Industries Inc

Sales Manager - Financial ServicesGoldBook Financial

Financial ControllerSynergy Solutions

Financial AdvisorGoldBook Financial

CFORegal Executive Search

Senior/Financial Analyst | Local only | Budgeting | Cash ProjectionsROARK

Financial Planner-Seattle, WARK Partners

Junior Financial AnalystVaco LLC

10756 - Budget & Financial PlannerHyundai Autoever America

HR CoordinatorPoel Group Staffing Inc.

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