1,291 Results for

Financial Planning Jobs in Federal, CA

Jobs

New!

San Francisco, CA4 days ago

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!

San Francisco, CA4 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 Pablo, CA4 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!

Palo Alto, CA2 days ago

$60,000–$75,000

New!

Kentfield, CA1 day ago

$20.38–$36.44 Per Hour

Excellent computer skills to include Microsoft Outlook, (scheduling meetings and sending e-mails), Microsoft Word (create and send documents) and ability to navigate Window and have excellent keyboarding skills. We are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes - an enterprise priority reflected in our mission.

New!

San Jose, CA4 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, CA5 days ago

$220,000–$260,000

Pleasanton, CA19 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, CA9 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.

New!

San Francisco, CA4 days ago

Remote

$70–$85

San Francisco, CA18 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, CA2 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.

New!

San Francisco, CA4 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.

New!

San Francisco, CA4 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, CA2 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.

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, CA1 day 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, CA2 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, CA5 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.

New!

San Francisco, CA4 days ago

Remote

$150,000–$190,000

New!

San Francisco, CA5 days ago

Remote

$95–$110

New!

San Francisco, CA2 days ago

$100,000–$118,000 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. Gain further understanding of the scope of other design consultants/trades (including architect, Geotech, civil, MEP engineers, etc.) to better communicate and coordinate the impact of other consultants’ design on structure and vice versa.

New!

Walnut Creek, CA2 days ago

$150,000–$160,000

Proficiency in tenant and property expense reconciliations (CAM Reconciliations), ability to perform forensic accounting analysis', create, review, and administer expense pools in accordance with the lease agreements in place, ability to identify controllable vs non-controllable expenses and expense caps. Proficiency in real estate management software, CRM systems, and Microsoft Office Suite, specifically Yardi Commercial Voyager with regard to navigating reports, budgets, expense recoveries, and tenant expense pools.

New!

Walnut Creek, CA3 days ago

See John Muir Health Terms & Conditions at https://www.johnmuirhealth.com/terms-of-use.html and Privacy Policy at https://www.johnmuirhealth.com/content/dam/jmh/Documents/Legal-and-Privacy/website-privacy-policy.pdf and SonicJobs Privacy Policy at https://www.sonicjobs.com/us/privacy-policy and Terms of Use at https://www.sonicjobs.com/us/terms-conditions. The Pharmacy Manager of Purchasing and Analytics will oversee all aspects of medication-related purchasing and data management, supporting performance improvement.

New!

San Francisco, CA5 days ago

$220,000–$250,000

Foster City, CA9 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!

San Francisco, CA5 days ago

$90,000–$120,000

New!

Sunnyvale, CA5 days ago

$150,000–$200,000

New!

Foster City, CA3 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!

Milpitas, CA5 days ago

$80–$100

New!

Palo Alto, CA5 days ago

$225,000–$255,000

San Francisco, CA9 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!

San Francisco, CA5 days ago

$160,000–$180,000

San Francisco, CA9 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!

San Francisco, CA4 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, CA4 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, CA5 days ago

$140,000–$165,000

San Francisco, CA9 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.

New!

San Francisco, CA4 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.

New!

San Francisco, CA5 days ago

$125,000–$150,000

San Francisco, CA9 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, CA9 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, CA9 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, CA9 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.

New!

Foster City, CA4 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, CA5 days ago

$70–$85

San Francisco, CA18 days ago

$59.10–$65.50 Per Hour

In the past 5 years, practiced as an Advanced Practitioner for at least: 2 years in an outpatient primary care setting seeing patients of all ages (0+), OR 2 years in an urgent care or emergency medicine setting seeing patients of all ages (0+) . The One Medical Virtual Medical Team (VMT) is a leading provider of virtual clinical care, providing world-class, convenient, evidence-based virtual medical care to One Medical patients in concert with their primary care providers.

San Francisco, CA18 days ago

$59.10–$65.50 Per Hour

New!

Foster City, CA3 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.

Foster City, CA9 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.

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Financial Planning Jobs in Federal, CA

Sr. Financial Analyst Vaco LLC

Financial Analyst Kforce Inc.

Financial Consultant - Marin, CA Fidelity Investments

Financial Consultant - Palo Alto, CA Fidelity Investments

Financial Counselor Optum

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

Interim Financial Systems Lead (NetSuite, Zip) Vaco LLC

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

Assistant Controller Jobot

Director, Financial & Corporate Communications Motive

Relationship Manager - Wealth Management Kforce Inc.

Finance Manager Jobot

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

Structural Project Manager Jobot

General Manager *US AMR-Jones Lang LaSalle Americas, Inc.

Manager - Pharmacy Purchasing and Analytics - AS Administrative Services - Full Time - 8 Hour - Days John Muir Health

Sr. Manager of Tax Vaco LLC

Sr Manager, Operations Visa Technology and Operations LLC

Finance Associate Vaco LLC

Manager, Data Center Asset Management and Accounting Vaco LLC

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

Interim Cost Accounting and Manufacturing Finance Consultant Vaco LLC

Director of Clinical FP&A Vaco LLC

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

Accounting Manager Vaco LLC

Manager – Crypto Strategic Initiatives Visa Technology and Operations LLC

Sales Engineer - Enterprise - Remote Blend

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

Fund Accounting Manager Vaco LLC

Senior Manager, eCommerce Strategy Visa Technology and Operations LLC

Director of Client Sales - Enterprise Accounts - Remote Blend

Fund Finance Associate Vaco LLC

Manager, Global Corporate Development Visa Technology and Operations LLC

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

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

Manager – Visa Direct Account Management Visa Technology and Operations LLC

Senior Manager, Strategy PMO Visa Technology and Operations LLC

Interim Treasury Manager Vaco LLC

Virtual Family Nurse Practitioner - CA Licensed One Medical

Virtual Physician Assistant - CA Licensed One Medical

Product Manager Visa Technology and Operations LLC

Senior Product Manager, Solution Enablement Visa Technology and Operations LLC

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