405 Results for

Financial Planning Jobs in Cupertino, CA

Jobs

New!

Foster City, CA2 days ago

$149,800–$240,100 Per Year

This role provides financial leadership, decision support, and analytical insight across technology and innovation portfolios, partnering closely with Technology, Product, and Finance leaders to ensure effective cost discipline and delivery of strategic technology priorities. 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.

Morgan Hill, CA7 days ago

$110,000–$155,000

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!

Foster City, CA2 days ago

$153,700–$246,200 Per Year

Led by Visa’s Chief Data Officer, the Global Data Team drives high-impact, enterprise-wide initiatives related to data business strategy, critical investments, policy development, and commercial 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.

San Jose, CA14 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.

Hayward, 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.

Pleasanton, CA12 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.

Mountain View, CA7 days 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.

Cupertino, CA7 days ago

Full-time
Employee

Email resume to ambowhr@amboweducation.com or mail it to 10080 North Wolfe Road, SW3-200, Cupertino CA 95014. Perform financial planning and analysis to support the company’s growth, evaluate financial operations, and provide insights to support decisions across its affiliates in the U.S. and internationally.

Redwood City, CA17 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.

Palo Alto, CA7 days ago

$225,000–$255,000

Sunnyvale, CA7 days ago

$150,000–$200,000

Milpitas, CA7 days ago

$80–$100

Mountain View, CA7 days ago

$150,000–$170,000

New!

Foster City, CA2 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.

Morgan Hill, CA7 days ago

$180,000–$195,000

Santa Clara, CA14 days ago

$85,000–$100,000

Whether you’ve got deep experience in commercial real estate, skilled trades or technology, or you’re looking to apply your relevant experience to a new industry, join our team as we help shape a brighter way forward. Project coordination: Assist the project manager in overseeing all aspects of project development and execution, including budget management, schedule adherence, and quality control.

New!

Foster City, CA2 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. The individual will perform a variety of tasks ranging from close activities to accounting automation and play an important part in the transformation of the accounting function at Visa.

New!

Foster City, CA1 day ago

Responsibilities:Lead integrated CMC planning across Drug Substance, Drug Product, Analytical, Quality, Regulatory, and Supply Chain, aligning deliverables, timelines, and priorities with clinical and regulatory objectives. Develop, maintain, and manage integrated project timelines in Planisware or Smartsheet, clearly defining dependencies, milestones, and critical path activities.

San Jose, 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. Specifically, you will partner with IT and HR leaders to develop and deliver an end-to-end HR technology roadmap centered on high impact technology and human centered design, as well as translate workforce data into actionable insights, for WD’s rapidly evolving industry and global workforce.

New!

Foster City, CA2 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!

Foster City, CA2 days ago

$169,100–$270,800 Per Year

Masters, MBA, JD, MD) or 3 or more years of experience with a PhD • Bachelor’s or master’s degree in a technical or engineering field such as industrial engineering, systems engineering, engineering management, computer science, software engineering, or product design • 6 + years of experience in product management, technology product development, or a related field. Product Manager will be a key member of Visa’s Global Products & Initiatives product management team working to drive and deliver against the roadmap and will work in close partnership with technology and regional teams to advance Visa’s product vision globally.

New!

Foster City, CA2 days ago

$169,100–$270,800 Per Year

In addition to owning Visa Cloud Connect end‑to‑end, this role will work closely with senior product leaders across Authorization and AI-driven network decisioning platforms to learn, contribute to, and support advanced authorization products such as Smarter Authorization (Smarter Auth), Smarter Retry, and Smarter Stand‑In Processing (Smarter STIP). This is a highly technical, platform-focused product role suited for a senior PM who thrives in cloud connectivity, network infrastructure, data-intensive systems, and AI‑driven platforms, and who wants to grow deeper into authorization and AI product management over time.

New!

Foster City, CA2 days ago

$169,100–$270,800 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. • Successful demonstration of product delivery in either or both Agile (e.g., scrum) and waterfall software development methodologies • Ability to lead, drive consensus and deliver in a matrix organization with multiple stakeholders.

New!

Foster City, CA2 days ago

$207,600–$332,300 Per Year

Alternatively support and drive assigned sales opportunities in the pursuit of growth activities including negotiating contracts and deal approvals, support new use case launches and deliver leadership level partnership presentations. This role focuses on Big Tech accounts such as PayPal, Venmo, Meta, X, partnering with leading platforms to optimize money movement flows, expand adoption of Visa Direct solutions, and actively manage strategic initiatives.

New!

Santa Cruz, CAToday

$90,000–$105,000 Per Year

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New!

Sunnyvale, CAToday

Partner with NPI/ Engineering/ Marketing teams to understand product lifecycle/ buffer strategy, develop robust plans to enable new product launch and product end of life (EOL) planning. Drive improvements to Key Performance Indicators such as Forecast accuracy, on time in full (OTIF), Backorder, Finished Goods Inventory Attainment through root-cause analysis and cross-functional collaboration.

SAN MATEO, CA7 days ago

$178,000–$189,520 Per Year

Our seamless in-office and 24/7 virtual care services, on-site labs, and programs for preventive care, chronic care management, common illnesses and mental health concerns have been delighting people for the past fifteen years. Practiced at least 2 of the last 5 years in an outpatient primary or urgent care setting seeing all ages (0+), or have completed a Family Medicine or Internal Medicine/Pediatrics residency program in the last 5 years.

SAN JOSE, CA9 days ago

Our seamless in-office and 24/7 virtual care services, on-site labs, and programs for preventive care, chronic care management, common illnesses and mental health concerns have been delighting people for the past fifteen years. One Medical participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. Please refer to the E-Verification Poster (English/Spanish) and Right to Work Poster (English/Spanish) for additional information.

BURLINGAME, CA9 days ago

$164,700–$175,000 Per Year

Our seamless in-office and 24/7 virtual care services, on-site labs, and programs for preventive care, chronic care management, common illnesses and mental health concerns have been delighting people for the past fifteen years. Employee Assistance Program - Free confidential services for team members who need help with stress, anxiety, financial planning, and legal issues.

Mountain View, CA14 days ago

$139,900–$274,800 Per Year

There is a different range applicable to specific work locations, within the San Francisco Bay area and New York City metropolitan area, and the base pay range for this role in those locations is USD $188,000 - $304,200 per year. Ability to build relationships and influence in a matrix organization; managing cross team deliverables including program costs, schedules, risks and issues mitigation, establishing process and framework for large scale collaboration.

San Jose, CA14 days ago

$150,000–$180,000 Per Year

Under the direction of the Business Development Market Leader or Business Development Managing Director, and in collaboration with the Practice Leaders and the Chief Business Development Officer, the Director, Business Development will be responsible for achieving local office and/or industry revenue goals by building market presence and identifying and helping pursue new business opportunities in line with firm, regional, local office, and industry business strategies. Upon completion of the prospect targeting onboarding program, generates opportunities with targeted prospects through agreed upon lead generation activities including cold calling, telemarketing campaigns, direct mail and e-mail campaigns, web seminars/seminars, business community outreach, networking, sponsorships referral development, and other lead generation programs as defined in the office/industry business development plan.

New!

San Jose, CA4 days ago

Remote

$229,562–$344,342 Per Year

The current base salary range for this position is expected to be between $229,562 and $344,342 annualized; final salary will be determined based on various factors including, but not limited to, years of relevant experience, job knowledge, skills and proficiency, degree/education, and internal comparators. Lead all forecasting efforts, including short-term operational forecasts, long-range planning models, and scenario analyses; ensure assumptions are grounded in robust market and customer data.

San Mateo, CA7 days ago

$49,000–$54,000 Per Year

Where a position or applicant may fall in a particular wage range depends on a number of factors including but not limited to skill sets, experience training licenses and certifications (if applicable), and other business and organization needs. The responsibilities of the role will include: Working directly with clients as the primary point of contact for day-to-day account support, problem resolution, technical clarity, research, and analysis.

New!

San Leandro, CA3 days ago

$74,509–$88,479.20 Per Year

Reporting to include: - Equipment due for service - Fleet status Reporting - Equipment Service Record Reporting - Open work order report - Warranty claim summary report - Inventory management - Parts & merchandise detail reporting - Financial and historical trending - Service department financial summary - Shop foreman performance tool - Work order chargeback - Halt report - Open PO report - Tech paid hours vs. Sunbelt offers team members the following paid time off from work, subject to Sunbelt's policies (unless specified in a collective bargaining agreement): 12-25 vacation days depending on years of service.

San Jose, CA10 days ago

This is a hands-on operational leadership role for a mature, proactive, highly organized problem-solver who understands that a successful law firm depends not only on excellent legal work, but also on reliable systems, clear communication, disciplined execution, and strong internal coordination. This role is responsible for translating leadership direction into practical daily execution, identifying operational gaps before they become larger business problems, and ensuring that administrative staff, systems, vendors, workflows, and internal procedures are functioning with appropriate structure and accountability.

New!

San Jose, CAToday

Works to develop responsible, trained staff by assisting in recruiting, performance evaluations, development training aids, and acting as an instructor in professional development programs. Assumes client service responsibility for clients the Tax Manager works directly with or clients where the responsibility is delegated from the Partner.

New!

San Jose, CA5 days ago

10+ years of experience in product management of SAP S4H FICO, FSCM, TRM along with treasury operations like in house cash, cash management, forecasting, credits and collections, Capital market investments, Foreign Exchange, risk management etc. The candidate must be hands-on - comfortable working daily in the system, writing and grooming user stories, translating business needs into technical requirements, collaborating closely with engineering teams, and participating fully in Agile delivery.

Camarillo, CA30+ days ago

Temporary
Contractor
Full-time

Research and recommend appropriate COTS or vendor developed RF components (transceivers, antennas, amplifiers, analog filters, switches, couplers, splitters, cables, etc.) for a new system based on RF performance requirements; size, weight, and power (SWAP) constraints; aircraft space limitations; existing aircraft antenna locations; etc. Responsibilities: Follow USMC supplied operational scenarios, architecture framework (DoDAF), and RF performance requirements for developing a new system’s RF design.

San Mateo, CA30+ days ago

$276,250–$322,830 Per Year

Drive Systems & Automation: Drive the adoption of our financial tools (e.g., Pigment), navigate system architecture cross-functionally, and leverage AI to automate workflows in order to enhance forecasting accuracy and improve operational efficiency. Every day, tens of millions of people come to Roblox to explore, create, play, learn, and connect with friends in 3D immersive digital experiences– all created by our global community of developers and creators.

San Jose, CA30+ days ago

Remote

$60,000–$80,000

Through our in-depth training program, you will learn how to sit down with an individual, family, or business owner, have a conversation with them about their financial goals and dreams, and help create a game plan or roadmap, to help them achieve their short-term and long-term financial goals through our financials solutions, products and services we provide (include but are not limited to retirement planning, wealth accumulation, college planning, investments, & insurance) Whether you are looking to start or transition into a new career full-time, or you are looking to develop a new skill or obtain part-time income during these turbulent times, a flexible schedule is available. This is an opportunity for those who are hard-working, have good communication skills and customer service skills, love to help people, and are willing to start a training program as an entry-level financial professional and potentially develop into management and leadership positions.

San Jose, CA28 days ago

Remote

Hayward, CA15 days ago

This role will sit within the Logistics organization and serve as a key cross-functional integrator, ensuring that demand, supply, capacity, inventory, and cost assumptions are connected through a single planning process that enables clear decisions and disciplined execution. We are seeking a strategic and execution-oriented Logistics & Operations Planning (S&OP) Manager to build and lead our process that aligns fleet demand with manufacturing, supply chain, operations, and financial plans.

New!

South San Francisco, California3 days ago

Employee

South San Francisco, California29 days ago

Employee

South San Francisco, California7 days ago

Employee

Foster City, CA30+ days ago

Full-time

We are seeking a highly skilled SAP Analytics Cloud (SAC) Planning Consultant to lead and support the delivery of enterprise-wide planning and forecasting solutions. Key Responsibilities: Design and implement enterprise driver-based planning, budgeting, and forecasting solutions using SAP Analytics Cloud (SAC).

Sunnyvale, CA9 days ago

Full-time
Employee

As a Program Manager at Google, you’ll lead complex, multi-disciplinary projects from start to finish — working with stakeholders to plan requirements, manage project schedules, identify risks, and communicate clearly with cross-functional partners across the company. Develop and deliver digital capabilities/enhancements as per project/product roadmap focusing on Contract Manufacturers and execute delivery per project plan, identify and assess risks, develop mitigation plans, and align stakeholders with communications.

Mountain View, CA30+ days ago

Our team pushes Google to scale at key points that refine our products and infrastructure by executing efficiently, bringing solid business sense and sound judgment, and working effectively across organizational lines. The role will engage cross-functionally with the Product, Marketing, Finance, GTM, and Operations teams in order to produce accurate business forecasts, define product strategy, and drive business decisions.

San Jose, CA28 days ago

Remote

$105,000–$120,000 Per Year

BrightPlan is a leader in Total Financial Wellness, delivering a comprehensive global solution that supports employees’ financial health at every stage of life, empowering HR teams to enhance the employee experience and better attract, retain, and engage talent. You will serve as the central point of coordination across multiple teams, ensuring that workflows run smoothly, deliverables are completed on time, and cross-functional efforts remain aligned.

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Financial Planning Jobs in Cupertino, CA

Jobs

Senior Manager, Financial AnalysisVisa Technology and Operations LLC

Financial AnalystVaco LLC

Sr. Manager, Strategic Business Planning & OperationsVisa Technology and Operations LLC

CFO AdvisorJoseph Michaels International

Financial Consultant - Palo Alto, CAFidelity Investments

VP, Financial ConsultantCharles Schwab

Senior Finance Manager or PrincipalVaco LLC

Financial AnalystAmbow Education Inc

Enterprise Systems ManagerMONTERRA CREDIT UNION

Director of Clinical FP&AVaco LLC

Manager, Data Center Asset Management and AccountingVaco LLC

Interim Cost Accounting and Manufacturing Finance ConsultantVaco LLC

Revenue Recognition Lead Accountant, FintechVaco LLC

Sr Manager, OperationsVisa Technology and Operations LLC

ControllerVaco LLC

Associate Construction Project Manager*US AMR-Jones Lang LaSalle Americas, Inc.

Senior Accounting AnalystVisa Technology and Operations LLC

CMC Project ManagerIconma

VP, HR Technology, Analytics & Employee ExperienceWD

Senior Manager, Strategy PMOVisa Technology and Operations LLC

Senior Product Manager, Solution EnablementVisa Technology and Operations LLC

Sr. Product Manager, Authorization & Network ConnectivityVisa Technology and Operations LLC

Sr. Product Manager, Global Token ServicesVisa Technology and Operations LLC

Senior Manager, Visa Direct Sales ExecutiveVisa Technology and Operations LLC

BCBAACES

Senior Supply Demand PlannerIconma

Expanded Care Family Nurse Practitioner or Physician Assistant (All Ages) (Sign-on Bonus Available)One Medical

Early career-Primary Care Physician - Adult medicineOne Medical

Nurse Practitioner or Physician Assistant (Burlingame) - Sign-On Bonus AvailableOne Medical

Director, Product Manager (Artificial Intelligence Hardware)Microsoft

Business Development Director (Asset Management / PE)bdo consulting

Senior Director, Commercial Analytics - RemoteAgios Pharmaceuticals

Account ManagerCorpay

Service ManagerSunbelt Rentals

Law Firm Operations ManagerEdgar Law Group, LLP

Tax ManagerGables Search Group

techno-functional SAP Treasury Product ManagerAxelon Services Corporation

Engineering - Engineer Radio Frequency Microwave Design 2Aroha Technologies

Director of Corporate Financial Planning & Analysis (FP&A)Roblox

Entry-Level Financial Planning (Remote)Davis Family Financial LLC

Entry-Level Financial Planning (Remote)Traction Forge Financial

Logistics & Operations Planning Manager (Sales and Operations Planning / S&OP)Zoox

Strategy Insights & Planning Consultant - CRM & Field EngagementZS

Strategy Insights & Planning Consultant - R&D Medical AffairsZS

Strategy Insights & Planning Consultant - Research and DevelopmentZS

SAP SAC Planning LeadLanceSoft Inc

Program Manager II, Enterprise Resource Planning Systems, Cloud Supply ChainGoogle

Strategy and Planning Lead, Google FiGoogle

Project Manager, Financial Advisory & EducationConfidential Company

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