368 Results for

Financial Planning Jobs in Cucamonga, CA

Jobs

New!

Santa Ana, CA6 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, CA3 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, CA13 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, CA3 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.

New!

Fullerton, CA3 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, CA2 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.

New!

Santa Ana, CA6 days ago

$150,000–$250,000

New!

Redlands, CA3 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!

Brea, CA3 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!

Pomona, CA3 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!

City of Industry, CA3 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.

New!

Irvine, CA6 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).

New!

Irvine, CA6 days ago

Remote

$60,000–$70,000

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.

New!

Monrovia, CA6 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, CA17 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, CA17 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, CA16 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

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.

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.

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, California8 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

Partner cross-functionally with Sales, Marketing, Supply Chain, Plant Ops, and Accounting to align plans with business priorities. Alliance Resource Group is partnered with a fast-growing, PE-backed consumer packaged goods (CPG) manufacturer to find two financial analysts.

Irvine, CA21 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.

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, CA13 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, CA12 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, CA7 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.

Upland, CA30+ 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.

Anaheim, CA30+ days ago

The ideal candidate is a hands-on, operator-style CFO who thrives in dynamic environments and is comfortable working closely with field operations, distribution, and executive leadership. This role requires a balance of strategic thinking and tactical execution, with a strong focus on building scalable infrastructure and improving performance across the business.

Irvine, CA28 days ago

$60,000–$90,000

Irvine, CA9 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.

New!

San Dimas, CA2 days ago

$80,000–$110,000 Per Year

Under the direction of the Finance Planning & Analysis Manager, the Financial Analyst is responsible for conducting financial analysis, supporting budgeting and forecasting activities, and ensuring the accuracy and integrity of financial reporting. The ideal candidate is a self-starter who thrives in a deadline-driven environment and communicates effectively across all levels of the organization.

New!

Irvine, CA6 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.

Irvine, CA23 days ago

$70,000–$90,000 Per Year

The ideal candidate brings strong analytical capabilities, hands-on experience managing accounts receivable and trade spend, and the ability to translate financial data into actionable insights. This role sits at the intersection of Finance, Sales, and Operations, providing end-to-end financial oversight across the Order-to-Cash (OTC) cycle while driving accuracy, efficiency, and business performance.

New!

Corona, CAToday

$150,000–$225,000 Per Year

3+ years of estate planning experience handling matters from inception to conclusion, including meeting with clients, developing a strategy for an estate plan, and preparing the appropriate estate plan documents to meet the client’s objectives. We are an Estate Planning, Trust Administration, and Probate firm focused on leveraging technology and five-star customer service to provide clients with an experience not seen in other firms.

Irvine, CA7 days ago

Financial Planning– Our extensive Financial Planning department is comprised of dedicated, experienced financial professionals who partner with our Advisors and provide comprehensive and detailed advice on all aspects (financial planning, tax planning, estate planning, retirement planning, etc.) of the client’s life. Investment Management– Our trading department works with Advisors on managing the client’s portfolio in a tax-optimized way – daily rebalancing, tax loss harvesting, asset location, etc.

Pomona, CA30+ days ago

Remote

Collaborates with project managers, department heads, and external partners to gather resource requirements, provides updates on resource allocation, engages stakeholders in resource planning discussions and communicates resource-related decisions. Success in this role depends on strong interpersonal, communication, and leadership skills to influence outcomes and build effective partnerships across diverse teams.

Anaheim, California7 days ago

Listed among America’s Best Hospitals by U.S. News & World Report for 23 consecutive years, UCI Medical Center provides tertiary and quaternary care and is home to Orange County’s only National Cancer Institute-designated comprehensive cancer center, high-risk perinatal/neonatal program and American College of Surgeons-verified Level I adult and Level II pediatric trauma center, gold level 1 geriatric emergency department and regional burn center. *Misconduct Disclosure Requirement: As a condition of employment, the final candidate who accepts a conditional offer of employment will be required to disclose if they have been subject to any final administrative or judicial decisions within the last seven years determining that they committed any misconduct; received notice of any allegations or are currently the subject of any administrative or disciplinary proceedings involving misconduct; have left a position after receiving notice of allegations or while under investigation in an administrative or disciplinary proceeding involving misconduct; or have filed an appeal of a finding of misconduct with a previous employer.

Irvine, CA23 days ago

At Vessel Advisors, we prioritize integrity, creativity, and teamwork, and we are excited to find Fractional CFOs who align with our core values and are ready to drive excellence in our clients’ financial endeavors. As a Fractional CFO, you will work closely with businesses of different sizes (primarily SMBs of $5-100M), providing high-level financial guidance, strategic planning, and direction to ensure they achieve their financial goals.

Irvine, CA30+ days ago

As a Fractional CFO, you will work closely with businesses of different sizes (primarily SMBs of $5-100M), providing high-level financial guidance, strategic planning, and direction to ensure they achieve their financial goals. At Vessel Advisors, we prioritize integrity, creativity, and teamwork, and we are excited to find a Fractional CFO who aligns with our core values and is ready to drive excellence in our clients’ financial endeavors.

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Financial Planning Jobs in Cucamonga, CA

Jobs

Senior Financial AnalystVaco LLC

Tax & Estate Planning ParalegalJobot

Financial Consultant - Brea, CAFidelity Investments

FP&A ManagerJobot

Project CoordinatorJobot

Financial ConsultantFame Financial | WFG

Director of Finance Corporate FP&AVaco LLC

Senior Audit ManagerJobot

Mortgage Compliance ManagerJobot

Senior AccountantJobot

Marketing Manager (Beauty)Jobot

Accounting ManagerVaco LLC

Associate Project SchedulerVaco LLC

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

Manager, Brand Planning & StrategyBJ's Restaurants

Merchandise Planning ManagerMINISO USA

Planning SupervisorSafran Cabin

Financial Reporting and Corporate Accounting ManagerHealthpeak Properties, Inc.

Treasury Planning AssociateHyundai Capital America

Senior Financial AnalystAlliance Resource Group

Director of Sales Operations Planning & ExecutionWD

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

Financial Planner-Seattle, WARK Partners

VP, Financial ConsultantCharles Schwab

Chief Financial OfficerAlliance Resource Group

Junior Financial AnalystVaco LLC

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

Financial AnalystKinetic Personnel Group, Inc.

10756 - Budget & Financial PlannerHyundai Autoever America

Senior Financial Analyst (On-site, Irvine, CA)TTE Technology Inc

Estate Planning AttorneyShoup Legal. A Professional Law Co

Financial Advisor-SeattleRK Partners

Resource Management Business Planning, AdvisorSouthern California Edison

Patient Billing & Collection Manager - PB Financial Services - FT DaysUniversity of California, Irvine

Fractional CFOVessel Advisors

Fractional CFO for Construction CompanyVessel Advisors

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