Financial Advisor New York LifeFinancial AdvisorGlendale, CA$55,000–$1,267,753.01 / yearFull timePart timeJob description: As a New York Life Financial Services Professional, you will be working with clients in areas such as retirement planning, college funding, life insurance needs, investment strategies, and many areas of financial planning. Obtain optional licenses to sell investments and other securities products dealing with wealth management and advanced planning.
NewEstate Planning Paralegal JobotEstate Planning ParalegalIrvine, CA$85,000–$90,000 / yearInformation 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.
NewEstate Planning Attorney JobotEstate Planning AttorneyIrvine, CA$125,000–$175,000 / yearInformation 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. Develop and implement estate plans, including drafting and executing wills, trusts, powers of attorney, and other estate planning documents.
NewSr. Manager, Merchandise Planning- The Disney Store Disney ExperiencesSr. Manager, Merchandise Planning- The Disney StoreGlendale, CA$139,200–$186,600 / yearFrom toys to t-shirts, console games, books, and more, our team brings our beloved brands and franchises into the lives of families through products and experiences that can be found worldwide, such as the Disney Store e-commerce platform, Disney Parks, local and international retailers, and Disney Store locations around the world! You and your teams will drive a quarterly/annual financial strategy for an assortment across multiple categories, based on detailed knowledge of business insights and analytics, marketplace trends, and guest mix across channels.
NewSr. Financial Analyst Advantex Professional ServicesSr. Financial AnalystLa Habra, CAThis is an exciting opportunity to make a measurable impact in a dynamic organization, partnering closely with operational leaders and contributing directly to strategic business decisions. Partner with cross-functional teams, including operations, logistics, and supply chain, to provide actionable insights on cost structures, performance metrics, and profitability.
NewFinancial Services Management Trainee New York Life - Greater Los AngelesFinancial Services Management TraineeSan Dimas, CA$65,000–$150,000 / yearManage our sales team by creating a sales plan for each sales representative, setting individual sales targets, assigning sales territories, and overseeing ongoing training programs to set the team up for success. New York Life provides world-class training and access to resources and support to build a successful career with an industry leader.
NewController JobotControllerGardena, CA$190,000–$250,000 / yearInformation 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 communication skills, both verbal and written, with an ability to effectively communicate complex financial data and information to non-financial managers.
NewMedical Assistant (Primary Care, Oncology, OB/GYN, Women's Health) JobotMedical Assistant (Primary Care, Oncology, OB/GYN, Women's Health)Glendale, CA$23–$27 / hourInformation 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. Providing clinical assistance by performing routine tasks such as taking vitals, preparing patients for examinations, administering medication under the direction of a physician, and maintaining patient records.
Senior Associate, HMNA Financial Planning Hyundai Motor AmericaSenior Associate, HMNA Financial PlanningFountain Valley, CA$63,800–$88,000 / yearPrepare, analyze, and present monthly financial reports reflecting actual performance against budget and forecast, including variance analysis and executive-ready reporting for Regional Headquarters leadership. Develop financial models and scenario analysis for strategic and operational cases to support internal stakeholders and executive decision-making.
GME Project Manager III, Financial Operations and Planning Kaiser PermanenteGME Project Manager III, Financial Operations and PlanningPasadena, CAUnder the supervision of the Senior Director, Graduate Medical Education and in close partnership with finance, operations, and program stakeholders, the GME Project Manager III - Financial Operations & Planning will be responsible for leading and coordinating institution-wide GME financial projects from planning through execution. This role will focus on managing interconnected workflows, timelines, data integrity, and stakeholder alignment related to GME budget development, reimbursement processes, and ongoing financial operations across a multi-site sponsoring institution.
Financial Analyst, Financial Planning & Analysis Skechers USA IncFinancial Analyst, Financial Planning & AnalysisManhattan Beach, CA$71,000–$85,000 / yearWHO WE ARE: Headquartered in Southern California, Skechersthe Comfort Technology Companyhas spent over 30 years helping men, women, and kids everywhere look and feel good. Serving over 180 countries and territories, Skechers connects customers to products through department and specialty stores, e-commerce and digital stores, and through our more than 5,300 Skechers retail locations.
NewSr. Financial Analyst, Corporate Financial Planning ($98,700.00 - $128,000.00) The Irvine Company LLCSr. Financial Analyst, Corporate Financial Planning ($98,700.00 - $128,000.00)Newport Beach, CA$97,900–$126,800 / yearWithin the SP&A group, the Corporate Financial Planning team coordinates the budgeting and forecasting process for all of the Company's business lines, and is also responsible for executive and board reporting, enterprise-level analytics (cash, capital allocation, financial ratios, scenario analyses, etc.), and business intelligence initiatives. Complete enterprise-wide annual business plans, quarterly forecasts, exhibits, and analyses to accompany business plans and forecasts, monthly financial reporting, variance analyses, and special/ad-hoc projects.
10288 - Financial Analyst II (Financial Planning & Analysis) Hyundai Autoever America10288 - Financial Analyst II (Financial Planning & Analysis)Irvine, CAFull timeFinancial Analyst (Financial Planning & Analysis) defines and maintains HAEA Financial forecast; manages and takes leadership on the annual budgeting process implementing industry best practices; supports the business, manage budget utilization, and provides HAEA management and clients with insightful analysis to support decision making. Perform analysis on data from various sources to facilitate budgeting, forecasting, variance analysis, IT optimization, and other corporate initiatives # Support monthly accounting close (accruals, variance analysis, sales recognition, etc.).
Financial Analyst, Financial Planning & Analysis SkechersFinancial Analyst, Financial Planning & AnalysisManhattan Beach, CaliforniaServing over 180 countries and territories, Skechers connects customers to products through department and specialty stores, e-commerce and digital stores, and through our more than 5,300 Skechers retail locations. WHO WE ARE: Headquartered in Southern California, Skechers—the Comfort Technology Company®—has spent over 30 years helping men, women, and kids everywhere look and feel good.
Manager, Financial Planning and Analysis - Specialty Products (Upstream) Cardinal Health IncManager, Financial Planning and Analysis - Specialty Products (Upstream)CA$105,100–$150,100 / yearFinance partner for the Specialty Products Upstream Marketing team, who manages the Specialty product portfolio strategy, including product lifecycle management (PLM), new product launches, SKU rationalization, etc. Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets.
Financial Planning and Analysis Analyst III Kaiser PermanenteFinancial Planning and Analysis Analyst IIIPasadena, CA$82,800–$107,140 / yearFor-jobs-where-work-will-be-performed-in-unincorporated-LA-County,-the-employer-provides-the-following-statement-in-accordance-with-the-Los-Angeles-County-Fair-Chance-Ordinance.-Criminal-history-may-have-a-direct,-adverse,-and-negative-relationship-on-the-following-job-duties,-potentially-resulting-in-the-withdrawal-of-the-conditional-offer-of-employment: Consistently-supports-compliance-and-the-Principles-of-Responsibility-(Kaiser-Permanente's-Code-of-Conduct)-by-maintaining-the-privacy-and-confidentiality-of-information,-protecting-the-assets-of-the-organization,-acting-with-ethics-and-integrity,-reporting-non-compliance,-and-adhering-to-applicable-federal,-state,-and-local-laws-and-regulations,-accreditation,-and-licensure-requirements-(where-applicable),-and-Kaiser-Permanente's-policies-and-procedures. Completes work assignments by applying up-to-date expertise in subject area to generate creative solutions; ensuring all procedures and policies are followed; leveraging an understanding of data, and resources to support projects or initiatives; collaborating cross-functionally to solve business problems; identifying and monitoring priorities, deadlines, and expectations; communicating progress and information; identifying, recommending, and implementing ways to address improvement opportunities; and escalating issues or risks as appropriate.
Financial Planning & Analysis Analyst III Kaiser PermanenteFinancial Planning & Analysis Analyst IIIDowney, CA$82,800–$107,140 / yearFor-jobs-where-work-will-be-performed-in-unincorporated-LA-County,-the-employer-provides-the-following-statement-in-accordance-with-the-Los-Angeles-County-Fair-Chance-Ordinance.-Criminal-history-may-have-a-direct,-adverse,-and-negative-relationship-on-the-following-job-duties,-potentially-resulting-in-the-withdrawal-of-the-conditional-offer-of-employment: Consistently-supports-compliance-and-the-Principles-of-Responsibility-(Kaiser-Permanente's-Code-of-Conduct)-by-maintaining-the-privacy-and-confidentiality-of-information,-protecting-the-assets-of-the-organization,-acting-with-ethics-and-integrity,-reporting-non-compliance,-and-adhering-to-applicable-federal,-state,-and-local-laws-and-regulations,-accreditation,-and-licensure-requirements-(where-applicable),-and-Kaiser-Permanente's-policies-and-procedures. Completes work assignments by applying up-to-date expertise in subject area to generate creative solutions; ensuring all procedures and policies are followed; leveraging an understanding of data, and resources to support projects or initiatives; collaborating cross-functionally to solve business problems; identifying and monitoring priorities, deadlines, and expectations; communicating progress and information; identifying, recommending, and implementing ways to address improvement opportunities; and escalating issues or risks as appropriate.
Senior Director, Financial Planning and Analysis (GTM) Sprout Social IncSenior Director, Financial Planning and Analysis (GTM)CARemoteThis is a senior leadership role at the center of Sprouts go-to-market financial strategy, responsible for driving rigorous planning, executive-level insight, and scalable processes across a large and complex business. The minimum qualifications for this role include: 12+ years of FP&A experience, with significant experience supporting GTM or Sales functions in a SaaS or subscription-based business; exceptional candidates with 89 years of highly relevant experience will be considered.
Manager Corporate Financial Planning and Analysis CHRISTIE DIGITAL SYSTEMS USA, INC.Manager Corporate Financial Planning and AnalysisCypress, CAWhether you are working with the leading minds in the industry on high-profile projects, with internal teams to support continuous improvement, or with our customers to inspire and delight - your contributions will have an influence. This role focuses on consolidating financial results, driving strategic insights, and supporting executive decision-making across business units, regions, and product lines.
Financial Planning Associate -Irvine (Hybrid) EP Wealth Advisors LLCFinancial Planning Associate -Irvine (Hybrid)Irvine, CAEP Wealth Advisors (EPWA) is a wealth management advisory firm with over $44.1 billion as of March 31, 2026, serving predominately high net worth individuals. Financial Plan Creation: Lead the creation of detailed, customized financial plans, including tax planning, retirement planning, estate planning, investment strategies, and more.
NewFinancial Planning & Analysis Manager - Office Division ($119,700 - $155,500) The Irvine Company LLCFinancial Planning & Analysis Manager - Office Division ($119,700 - $155,500)Irvine, CA$119,700–$155,500 / yearDrives collaboration with Business Intelligence, Innovation Technologies, Accounting, Leasing, Operations groups to implement strategic initiatives and internal process improvements, including automation and efficiency, data management, data integrity, software implementations, and business intelligence platform development. About Us: Irvine Company Office Properties (a division of Irvine Company) offers a portfolio that includes more than 550 office buildings in premier locations: Orange County, Los Angeles, San Diego, Silicon Valley, Chicago and New York.
VP, Global Supply Chain & Financial Planning Funko IncVP, Global Supply Chain & Financial PlanningBurbank, CA$200,000–$266,000 / yearDevelop proactive profit optimization strategies\u2014including global clearance, liquidation, and channel-specific exit plans\u2014that protect gross margin and preserve brand value.\n \nCross-Functional & Regional Collaboration\n\n Serve as the central connector between Planning, Finance, Product, Commercial, Operations, and regional business units, ensuring enterprise-wide alignment of plans.\n Manage long-range global planning (LRP) in partnership with regional leaders, ensuring Product, Sales, Sourcing, Logistics, and Operations align with enterprise goals.\n \nFinancial Integration Across Geographies\n\n Own the design and governance of global Open-to-Buy (OTB) processes, ensuring consistency across categories, channels, and regions while aligning with corporate financial targets.\n
Financial Planning Specialist Ultimate Staffing ServicesFinancial Planning SpecialistPasadena, California$90,000–$110,000Gather and analyze client financial data, prepare planning materials, and coordinate with external professionals to deliver comprehensive financial solutions. Collect and organize detailed client financial information, including assets, income, expenses, and goals.
Senior Director of Financial Planning and Analysis BJ's RestaurantsSenior Director of Financial Planning and AnalysisHuntington Beach, California$185,000–$215,000 / yearFull timeThis is a high-visibility role that partners closely with our CFO and executive leadership team to influence key decisions that drive growth, profitability, and shareholder value. This role is ideal for a finance leader who thrives in a fast-paced environment, enjoys connecting strategy to execution, and wants to make a measurable impact on a nationally recognized brand.
Director, Financial Planning and Analysis - Remote - Nationwide CEP America LLCDirector, Financial Planning and Analysis - Remote - NationwideCARemote$153,380–$199,395 / yearPresents detailed annual budgets and subsequent rolling forecasts for approval by Medical Group clients' board of directors and MedAmerica's board of directors. Works with Accounting team on the monthly closing process to assure that site-specific and department-specific reports are available to end users in a timely fashion.
VP Financial Planning & Analysis & Business Support AltaMed Health Services CorpVP Financial Planning & Analysis & Business SupportCA$239,668.41–$299,585.52 / yearWith oversight of AltaMed's Corporate Financial Planning & Analysis (FP&A) function, the VP will lead the development and execution of the annual budget, financial planning and forecast models, operating results analyses, and develop strategies to improve financial performance. This role will support AltaMed's value-based care transformation by implementing reporting, budgeting, and forecasting solutions that enable integrated managed care financial monitoring.
Vice President, Financial Planning & Analysis Scope3 IncVice President, Financial Planning & AnalysisCARemoteThe company secured $20M in Series B funding led by GV in October 2023, additional investors include Venrock, Rucker Park, Room40 Ventures, and Craft Ventures, and we are thrilled to be the recipient of an additional round of $25M in October 2024. At Scope3, as part of developing the go-forward finance tech stack, you will have a unique opportunity to collaborate with in-house development resources to design and build internal tools and data assets that support reporting and forecasting needs.
Financial Planning Specialist/Paraplanner Ultimate Staffing ServicesFinancial Planning Specialist/ParaplannerPasadena, California$90,000–$110,000Gather and analyze client financial data, prepare planning materials, and coordinate with external professionals to deliver comprehensive financial solutions. Collect and organize detailed client financial information, including assets, income, expenses, and goals.
Manager, Financial Planning and Analysis - National Brand Sourcing Cardinal Health IncManager, Financial Planning and Analysis - National Brand SourcingCA$105,100–$150,100 / yearPay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity. Build process improvements to drive forecast accuracy, maximize margin capture, maximize supplier funding to drive distribution profitability, and provide insight to leadership on underdeveloped areas.
Manager Financial Planning and Analysis RADWELL INTERNATIONAL INC.Manager Financial Planning and AnalysisBurbank, CA$125,000–$140,000 / yearp>Manager, Financial Planning and Analysis Category Accounting/Finance Job Location Burbank, CA, US Position Type Full-Time/Regular JOB SUMMARY The Manager, Financial Planning & Analysis is responsible for analyzing financial data, preparing reports, and providing insights to support strategic decision-making and financial planning within an organization. Familiarity with financial planning and analysis (FP&A) processes, including budgeting, forecasting, and variance analysis, as well as key performance indicators (KPIs) and metrics used to measure financial performance.
Senior Director of Financial Planning & Analysis Instructure IncSenior Director of Financial Planning & AnalysisCAThis leader will serve as a key business partner to the Executive Leadership Team and departmental heads, translating operational metrics into financial outcomes and providing actionable insights to optimize resource allocation and strategic decision-making. Reporting to the SVP of Finance & Strategy, the Senior Director of FP&A will lead planning, forecasting, budgeting, business modeling, and analytical efforts to drive financial performance and support the companys growth to $1B+ of ARR.
Sr. Director, Financial Planning & Analysis Boldyn NetworksSr. Director, Financial Planning & AnalysisIrvine, CaliforniaIt’s a role with a lot of variety, and day-to-day, you’ll mainly be involved with: Strategic Oversight: oversee strategic long-term planning forecast updates, internal reporting, and performance management. We’re on the lookout for an enthusiastic and personable Senior Director of Financial Planning and Analysis who can oversee strategic and annual operating plans for the US growing digital communications business.
Manager, Financial Planning and Analysis Radwell InternationalManager, Financial Planning and AnalysisBurbank, CA$125,000–$140,000 / yearFamiliarity with financial planning and analysis (FP&A) processes, including budgeting, forecasting, and variance analysis, as well as key performance indicators (KPIs) and metrics used to measure financial performance. This role involves conducting financial analysis, forecasting financial performance, and evaluating strategic initiatives to help stakeholders understand business performance and identify opportunities for improvement.
Vice President, Financial Planning & Analysis The Oncology Institute of Hope and InnovationVice President, Financial Planning & AnalysisCerritos, CA$230,000–$280,000 / yearPartners closely with senior leaders across Finance, Business Development, Operations, and Clinical Services to guide data-driven decisions, strengthen financial performance, and improve processes that support our expanding footprint. TOI offers cutting-edge, evidence-based cancer care to a population of approximately 1.9 million patients, including clinical trials, transfusions, and other care delivery models traditionally associated with the most advanced care delivery organizations.
Senior Manager, Financial Planning & Analysis Kaiser PermanenteSenior Manager, Financial Planning & AnalysisPasadena, CAManages designated units by translating business plans into tactical action items; communicating goals and objectives; ensuring all policies and procedures are followed; overseeing the completion of work assignments; assuming responsibility for decision making; aligning team efforts; building accountability for and measuring progress in achieving results; incorporating resources, costs, and forecasts into unit plans; removing obstacles that impact performance; guiding performance and developing contingency plans accordingly; partnering with key stakeholders and business leaders to ensure products and/or services meet requirements and expectations while aligning with departmental strategies; and influencing units to operate in alignment with business objectives. Essential Responsibilities: Pursues professional growth and provides developmental opportunities for others by soliciting and acting on performance feedback; building collaborative, cross-functional relationships; hiring, training, and developing talent for growth opportunities; delegating tasks and decisions; fostering open dialogue amongst departments; strategically evaluating talent for succession planning; setting performance management guidelines and expectations across units; and working closely with employees to set goals and provide open feedback and coaching to drive performance improvement.
Director, Financial Planning & Analysis - TV Production Consolidation Sony Pictures Entertainment IncDirector, Financial Planning & Analysis - TV Production ConsolidationCulver City, CA$150,000–$190,000 / yearLead cross-functional projects including commercial, operational, & finance teams to leverage innovative technology, drive process efficiency, improve working capital, & manager risk across the TV studio. Drive communication of bi-weekly forecast changes and performance trends to executive leadership, highlighting key business drivers and influencing decision-making where appropriate.
NewDirector, Financial Planning & Analysis - TV Production Sony Pictures EntertainmentDirector, Financial Planning & Analysis - TV ProductionCulver City, CaliforniaLead cross-functional projects including commercial, operational, & finance teams to leverage innovative technology, drive process efficiency, improve working capital, & manager risk across the TV studio. Drive communication of bi-weekly forecast changes and performance trends to executive leadership, highlighting key business drivers and influencing decision-making where appropriate.
Director of Financial Planning and Analysis Experian Information Solutions IncDirector of Financial Planning and AnalysisCosta Mesa, CARemoteYou will translate complex financial and operational data into clear, actionable insights and partner with finance leaders across operating units, and regional and global FP&A teams, to align execution with portfolio and enterprise priorities. Experian''s people first, inclusive and purpose driven culture is multi award-winning; World''s Best Workplaces 2025 (Fortune Global Top 25), Great Place To Work in 26 countries to name a few.
Financial Planning and Analysis FP&A Eureka! Restaurant Group, LLCFinancial Planning and Analysis FP&AHawthorneGrowth Opportunities - We promote 65 from within Management Development Benefits that include access to medical dental and vision coverage Full Time Employee Assistance Program - focusing on mental health providing licensed counseling community support and much more Purpose of the Position The Senior Finance Manager will lead the companys financial planning analysis and reporting functions to support strategic decision-making and operational efficiency. Partner with treasury team in understanding the relevant long-term cash planning dynamic Worked closely with Private Equity to guide organization to long term financials goals.
Financial Planning & Analysis Asst. Manager, bilingual Korean Cesna RecruitmentFinancial Planning & Analysis Asst. Manager, bilingual KoreanBrea, CA$75,000–$100,000Manager, you will be responsible for maintaining financial management reports, coordinating communication with subsidiaries, projecting monthly and annual sales against budgets, and contributing to monthly and annual period-end close processes. The role involves proactively managing the preparation of the annual budget between subsidiaries and headquarters, providing comprehensive operational and financial analyses to support and guide strategic planning at HQ.
Financial Planning & Analysis Analyst NakedMDFinancial Planning & Analysis AnalystNewport Beach, CA$80,000–$90,000This role works closely with PE ownership, Finance & Executive leadership, and the accounting team to maintain forecast models, develop executive and Board-level reporting, and analyze clinic and service-line performance. This role is ideal for candidates with accounting, corporate finance, consulting, or investment banking experience looking to grow into a strategic FP&A function.
Director/Senior Director, Financial Planning & Analysis Windsor IncDirector/Senior Director, Financial Planning & AnalysisSanta Fe Springs, CAWindsor is a fast-growing, fashion-forward omni-channel retailer with a bold, trend-driven brand and a strong national footprint, now entering an exciting next phase of growth focused on scaling intelligently, continuous improvement, and driving performance across every part of the business. We are seeking a strategic, forward-thinking Director/Senior Director of FP&A who thrives in this environment-someone equally comfortable setting vision and rolling up their sleeves, highly analytical, curious, energized by solving problems, building processes, and transforming the business.
VP, Financial Planning & Analysis - Panavision Woodland Hills PanavisionVP, Financial Planning & Analysis - Panavision Woodland HillsWoodland Hills, CAFull timeAs Panavision evolves and leads in this dynamic era of storytelling, you’ll be joining a company that blends deep heritage with forward-momentum — offering you the chance to make meaningful impact, help shape strategy and scale growth across an exceptional global business. Panavision is the global partner of choice for filmmakers, story-creators, and production teams — delivering end-to-end innovation from lens and camera rentals to grip & lighting, stage facilities, dailies, visual-effects, and final color-grading services.
Financial Planning Analyst CPK Management CompanyFinancial Planning AnalystCosta Mesa, CaliforniaFounded in 1985, former federal prosecutors Rick Rosenfield and Larry Flax combined their fervor for food and fresh ingredients to create innovative, hearth-baked pizzas such as The Original BBQ Chicken, California Club and Thai Chicken that are created in a lively open kitchen. At California Pizza Kitchen, we bring the biggest and best parts of ourselves to work and to our communities, and are guided by our ROCK philosophy (Respect, Opportunity, Communication, and Kindness).
Financial Planning Director One Capital Management, LLCFinancial Planning DirectorWestlake Village, CA$120,000–$135,000Specific responsibilities may include but not limited to: Leading the development of sophisticated, customized financial analyses and strategic solutions for the firm’s clients, including brainstorming on business exceeding $10 million. The Director will serve as a senior leader within the Wealth Management Group, playing an integral part in driving the firm’s growth strategy and delivering its full scope of wealth and advanced planning capabilities.
Financial Planning Lead Flagstar Bank NAFinancial Planning LeadBeverly Hills, CA$86,080.50–$168,622 / yearFamily Advisory and Trusts is group of highly-credentialed, sales-focused professionals who provide sophisticated planning advice to clients on a wide range of advisory topics, including: cash flow planning for HNW and UHNW individuals, investors, and business owners; estate planning; sophisticated income tax planning for founders, owners, and executives; family legacy planning, including business succession, family dynamics, and family office advisory; next gen; and philanthropy advisory and charitable giving. The ideal candidate will be a technical expert in financial planning, a skilled communicator, and a natural coach-someone who can inspire and guide bankers to build practices that "lead with planning" and deepen client relationships through thoughtful, personalized advice.
Sr. Manager, Financial Planning & Analysis Avid Bioservices IncSr. Manager, Financial Planning & AnalysisTustin, CA$141,600–$175,000 / yearPhysical Demands & Work Environment: In this dynamic role, expect a blend of regular activities like sitting, standing, and walking, with occasional physically engaging tasks such as lifting objects up to 25 pounds. The position plays a critical role in driving EBITDA growth, improving forecast accuracy, supporting disciplined capital allocation, and enhancing visibility into revenue, margin, and capacity utilization.
AI Financial Planning Analyst SoFi Technologies IncAI Financial Planning AnalystCATo be successful in this role, you'll need a proactive, problem solving mentality, superior analytical skills, and a proven ability to deliver consistent results in a fast paced environment as a member of our team! The AI Financial Planning Analyst plays a critical role in the continuous improvement of our AI Coach product and shares a commitment to delivering positive member experiences.
Director of Financial Planning & Analysis MemorialCare Health SystemDirector of Financial Planning & AnalysisFountain Valley, CAExamples include physician enterprise value (PEV), downstream margin analyses, network integrity analyses, revenue integrity analyses, Medicare equivalency (MEQ) analyses, FFS and HMO revenue analyses, physician compensation-related analyses, P&L analyses of service lines and business segments, etc. 2) Supports monthly financial close processes through analyses of KPIs, including fee-for-service (FFS) revenue, managed care (HMO) enrollment, revenue, and expenses, visit volumes, fixed fee revenue, etc.