2,974 Results for

Financial Planning Jobs in Milpitas, CA

Jobs

Estate Planning Attorney Jobot

San Francisco, CA

$150,000–$275,000 / year
Quick Apply

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.

10 days ago

Director, Performance Management & Sales Incentive Planning Visa

San Francisco, CA

$188,400–$301,500 / year

The Director, CMS Performance Management & Sales Incentive Planning will lead the global CMS (Commercial and Money Movement Solutions) Performance Management Center of Excellence, shaping how seller performance is measured, rewarded, and optimized across regions and business units. 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.

10 days ago

Manager, Marketing Strategy & Portfolio Planning Visa

San Francisco, CA

$134,600–$215,300 / year

As Manager, Marketing Strategy & Portfolio Planning, you will serve as a key thought partner to marketing leadership, helping define how marketing investments support Visa's long-term growth ambitions and 2030 Strategy. This opportunity is especially attractive for professionals with backgrounds in strategy consulting, corporate strategy, business operations, analytics, portfolio management, or technology who enjoy solving complex business challenges, influencing executive decisions, and driving enterprise-wide outcomes.

10 days ago

Director, Business Planning & Operations Visa

San Francisco, CA

$178,300–$285,600 / year

Reporting to the Senior Director of Marketing Strategy, Planning & Operations, this role serves as a trusted advisor to the North America Chief Marketing Officer (CMO) and Marketing Leadership Team, helping define the vision, priorities, and strategic narrative that will drive Visa's growth through 2030 and beyond. The successful candidate will partner across Marketing, Product, Sales, Strategy, and regional and global teams to identify emerging opportunities, translate insights into action, and ensure Marketing remains a critical driver of Visa's business growth.

10 days ago

Sr. Manager, VAS Business Strategy & Planning Visa

San Francisco, CA

$169,100–$270,800 / year

The Senior Manager will own projects / workstreams of key strategic initiatives (e.g., long-range strategy development, portfolio diagnostics, client and leadership forums) and ensure the Value-Added Services leadership team is equipped with the data and insights to meet growth imperatives. 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.

3 days ago

Director, Sales Planning & Operations, (CMS) Visa

Foster City, CA

$188,400–$301,500 / year

This role partners closely with Sales, Account Management, Finance, Global Sales & Commercial Operations, Technology, and regional teams to drive operational excellence, improve commercial visibility, and strengthen data-driven decision-making across CMS. 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.

4 days ago

Senior Manager, Business Planning and Strategy Visa

San Francisco, CA

$149,800–$240,100 / year

The CoE partners across Sales, Product, Finance, Legal, Technology, Data, and regional teams to improve customer and seller journeys, enable scalable execution, and accelerate commercial outcomes through process excellence, technology innovation, and AI-enabled automation. We are seeking a full-time Senior Manager to lead global process improvement initiatives across the customer and seller journey by translating business pain points into scalable operating models, workflows, governance, product enhancements, and automation solutions.

10 days ago

Corporate Financial Controller Jobot

San Jose, CA

$250,000–$280,000 / year
Quick Apply

3. Proven experience in financial reporting, accounting team leadership, financial systems & ERP optimization, process improvement & transformation, consolidated financial statements, audit & tax oversight, and strategic financial leadership. With significant growth underway, we are investing heavily in our people, technology, systems, and infrastructure, creating an exciting environment where talented leaders can make a meaningful impact, improve processes, and help shape the future of an established and rapidly growing organization.

9 days ago

Financial Controller - Growing East Bay Organization! Jobot

Piedmont, CA

$130,000–$160,000 / year
Quick Apply

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. Ability to prepare monthly financial statements, key metric reports, budgets, forecasts, cash flow projections and analyses.

11 days ago

Financial Analyst IV Kforce Inc.

Mountain View, CA

$75–$85.49

Responsibilities: Strategic planning: Be a trusted advisor to ICS Customer Success Finance Managers, help shape our 1- and 3-year strategic plans, proactively highlighting risks and opportunities to Budget and margin, and driving optimal investment decisions through data-driven insights and business modeling expertise. Month End Close/Current Estimate: Own the forecasting, consolidation and reporting of the monthly close/forecast cadence and business review preparation; Prepare exec ready commentary for variance capturing business drivers and strategic insights; Work with cross-functional partners to ensure alignment.

5 days ago

Interim Senior Financial Analyst Vaco LLC

San Francisco, CA

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.

9 days ago

Financial Analyst III Kforce Inc.

Mountain View, CA

$54–$64.59

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.

1 day ago

Tax Expert - Local Intuit

Oakland, CA

$27–$41 / hour

Taxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, investments, or amendments. What You’ll Do: Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments).

25 days ago

Nurse Practitioner or Physician Assistant (Financial District: Sutter) - Sign-On Bonus Available One Medical

SAN FRANCISCO, CA

$164,700–$196,875 / 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.

28 days ago

Primary Care Physician (Financial District Sutter) - Sign-On Bonus Available – Remote flexibility One Medical

SAN FRANCISCO, CA

Remote

$308,700–$369,000 / 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. A typical full-time (40 hour) weekly schedule consists of 24 hours of in-office patient care, 8 hours of remote virtual patient care, and 8 hours for a remote non-patient facing day.

5 days ago

Tax Expert - Expert Center (West) Intuit

Pleasanton, CA

$27–$41 / hour

6 days ago

Tax Expert - Local Branch Intuit

Oakland, CA

$27–$41 / hour

6 days ago

Tax Expert - Local Tax Office Intuit

Pleasanton, CA

$27–$41 / hour

6 days ago

Tax Expert - On-Site Intuit

Pleasanton, CA

$27–$41 / hour

6 days ago

Assistant Controller Jobot

San Francisco, CA

$60–$65 / hour
Quick Apply

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.

1 day ago

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Financial Planning Jobs in Milpitas, CA

Estate Planning Attorney Jobot

Director, Performance Management & Sales Incentive Planning Visa

Manager, Marketing Strategy & Portfolio Planning Visa

Director, Business Planning & Operations Visa

Sr. Manager, VAS Business Strategy & Planning Visa

Director, Sales Planning & Operations, (CMS) Visa

Senior Manager, Business Planning and Strategy Visa

Corporate Financial Controller Jobot

Financial Controller - Growing East Bay Organization! Jobot

Financial Analyst IV Kforce Inc.

Interim Senior Financial Analyst Vaco LLC

Financial Analyst III Kforce Inc.

Tax Expert - Local Intuit

Nurse Practitioner or Physician Assistant (Financial District: Sutter) - Sign-On Bonus Available One Medical

Primary Care Physician (Financial District Sutter) - Sign-On Bonus Available – Remote flexibility One Medical

Tax Expert - Expert Center (West) Intuit

Tax Expert - Local Branch Intuit

Tax Expert - Local Tax Office Intuit

Tax Expert - On-Site Intuit

Assistant Controller Jobot

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