NewEstate Planning Attorney Shoup Legal. A Professional Law CoEstate Planning AttorneySan Diego, CA$150,000–$225,000 / year3+ years of estate planning experience handling matters from inception to conclusion, including meeting with clients, developing a strategy for an estate plan, and preparing the appropriate estate plan documents to meet the client’s objectives. We are an Estate Planning, Trust Administration, and Probate firm focused on leveraging technology and five-star customer service to provide clients with an experience not seen in other firms.
NewVP, Finance Vaco LLCVP, FinanceSan Diego, CADetermining 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. With that said, as required by local law, Vaco by Highspring believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure.
NewProject Manager AxelonProject ManagerAliso Viejo, CA$55–$59 / hourPerform end-to-end management of a single or portfolio of projects with TCV 500K - ***Mn in deliverables based or outcome-based model. Implement a framework to assess the skill level of the team and work with the team to define a skill enhancement plan.
Financial Planning & Analysis Manager LancesoftFinancial Planning & Analysis ManagerSan Diego, CA$100The Manager will play an integral role while working through complex revenue transactions, allocations, and accounting projects. - The candidate will develop strong technical accounting and communication skills as they effectively facilitate information flow between all business partners.
Financial Planning & Analytics Manager Outerknown LLCFinancial Planning & Analytics ManagerCarlsbad, CAResponsible for designing and creating all financial analysis templates, working with department managers for populating inputs, thoroughly analyzing the results in conjunction with our current business and future plans, and taking ownership of the outcomes, presenting both brand-specific and SHG consolidated reporting. In this high-impact role, you will drive data-informed decision-making, optimize cash and resource planning, and serve as a strategic finance partner to senior leadership.
Paraplanner / Financial Planning Specialist GHI Staffing SolutionsParaplanner / Financial Planning SpecialistCarlsbad, CaliforniaA growing wealth management firm in Carlsbad, CA is seeking a highly organized and detail-oriented Paraplanner / Financial Planning Specialist to support its Financial Advisors throughout the financial planning and client service process. We're looking for someone who takes ownership of their work, anticipates what needs to happen next, and understands that accuracy and follow-through are critical when working with clients' financial information.
Financial Planning & Analysis Intern TempoFinancial Planning & Analysis InternSan Diego, CA$25–$35 / hourSeveral things the company currently needs — the pricing models behind customer RFP responses, the unit-economics model covering Section 45X credits and cost of goods sold, and the recurring reporting package for management and investors — need to become standing, documented processes. Working familiarity with AI tools such as Claude or ChatGPT, and the judgment to use them well — we expect you to lean on them to build model structure, clean and reconcile data, write formulas, and draft commentary, and we expect you to check every number that comes out before it lands in a model or a report.
Director of Financial Reporting Platforms (Planning, & Consolidation) Viasat, Inc.Director of Financial Reporting Platforms (Planning, & Consolidation)Carlsbad, California$165,000–$261,000 / yearFull timeFor specific work locations within San Jose, the San Francisco Bay area and New York City metropolitan area, the base pay range for this role is $205,000.00- $308,000.00/ annually: At Viasat, we consider many factors when it comes to compensation, including the scope of the position as well as your background and experience. Deliver a trusted, governed, and auditable finance data ecosystem supporting planning, forecasting, close, consolidation, and executive reporting.
Emerging Financial Planning Professional (Remote) (Remote) Traction Forge FinancialEmerging Financial Planning Professional (Remote) (Remote)San Diego, CARemoteTraction Forge Financial, powered by the strength of Global Financial Impact (GFI), is expanding and seeking motivated, entrepreneurial-minded individuals who want to build a meaningful career in financial services while helping individuals and families create stronger financial futures. Experience in customer service, hospitality, sales, leadership, business, or finance is helpful, but not required.
Emerging Financial Planning Professional (Remote) Traction Forge FinancialEmerging Financial Planning Professional (Remote)San Diego, CARemoteTraction Forge Financial, powered by the strength of Global Financial Impact (GFI), is expanding and seeking motivated, entrepreneurial-minded individuals who want to build a meaningful career in financial services while helping individuals and families create stronger financial futures. Experience in customer service, hospitality, sales, leadership, business, or finance is helpful, but not required.
Manager of Financial Planning&Analysis Ledgent Finance & AccountingManager of Financial Planning&AnalysisTemecula, CaliforniaWe are seeking an experienced Manager of Financial Planning & Analysis (FP&A) to lead financial strategy, reporting, and performance analysis initiatives. This role plays a key part in shaping business decisions through data-driven insights, forecasting, and financial modeling.
Financial Analyst III Fin Plan Palomar HealthFinancial Analyst III Fin PlanSan Marcos, CaliforniaWindows computer skills including proficient use of keyboarding, use of mouse or keys for functions such as selecting items, use of drop down menus, scroll bars, opening folders, copying and similar operations required upon employment or within the 1st two weeks of employment to perform the essential functions of the job. Determine the cost of providing specific health care services across a broad range of the system's various acute and skilled nursing services and service lines, and must often recommend changes to operating procedures and processes to achieve the least costly alternative.
Financial Analyst II Fin Plan Palomar HealthFinancial Analyst II Fin PlanSan Marcos, California$37.56–$56.41 / hourWindows computer skills including proficient use of keyboarding, use of mouse or keys for functions such as selecting items, use of drop down menus, scroll bars, opening folders, copying and similar operations required upon employment or within the 1st two weeks of employment to perform the essential functions of the job. Responsible for assisting with the support and maintenance of the capital budget, operating budget, benchmarking, and productivity software systems, as well as other systems used in the Financial Planning Department.
Subscription Analytics & Planning Manager Revelyst IncSubscription Analytics & Planning ManagerCarlsbad, CA$125,000–$135,000 / yearAs the company scales its recurring revenue model alongside its established hardware portfolio, you'll partner with brand and platform leaders to model the economics that drive the business-recurring revenue, customer lifetime value, and unit economics-and deliver the analysis and reporting that guide key decisions. Build and maintain recurring-revenue models, including ARR/MRR forecasting, retention and churn, customer lifetime value (LTV), customer acquisition cost (CAC), and payback period.
Subscription Analytics & Planning Manager RevelystSubscription Analytics & Planning ManagerSan Diego, CaliforniaAs the company scales its recurring revenue model alongside its established hardware portfolio, you'll partner with brand and platform leaders to model the economics that drive the business—recurring revenue, customer lifetime value, and unit economics—and deliver the analysis and reporting that guide key decisions. Build and maintain recurring-revenue models, including ARR/MRR forecasting, retention and churn, customer lifetime value (LTV), customer acquisition cost (CAC), and payback period.
Senior Estate Planning Attorney - (San Diego, Orange County) Mercer AdvisorsSenior Estate Planning Attorney - (San Diego, Orange County)San Diego, CaliforniaRemoteDraft estate plan documents, including irrevocable trusts (GRATs, IDGTs, ILITs, SLATs, CRTs, QPRTs), revocable trusts, wills, powers of attorney, healthcare directives, and funding related documents. Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*.
Project Manager - Resilience and Community Planning (Southern California) BKFProject Manager - Resilience and Community Planning (Southern California)San Diego, CA$147,000–$179,000 / yearThis role combines project management and technical planning, working across multidisciplinary teams to deliver resilience strategies, planning efforts, and funding approaches that support long-term community and infrastructure outcomes. In the event a recruiter or agency submits a resume or candidate without a previously signed agreement and a specific solicitation for the position or other approved engagement request for the position with BKF, BKF reserves the right to pursue and hire those candidate(s) without any financial obligation to the recruiter or agency.
Director, Wholesale Sales Planning & Analytics Vuori IncDirector, Wholesale Sales Planning & AnalyticsCarlsbad, CA$160,000–$200,000 / yearDevelop, monitor and analyze the key sales performance metrics including but not limited to revenue, margin, inventory levels, brand ranking within the entire channel including the Majors and Key Customers as well as specialty channel. Responsible for building and managing the Channel/Rep/Customer forecast tracking tools while ensuring alignment between Wholesale, Finance, and Merchandising Planning teams.
Management Consultant, Senior (Strategic Planning) Sabre Systems LLCManagement Consultant, Senior (Strategic Planning)San Diego, CaliforniaAdvanced analytics and, where appropriate, AI/ML techniques (e.g., forecasting, anomaly detection, natural language processing of maintenance narratives) are used to identify readiness drivers and constraints, improve predictive analytics, and inform trade-space decisions that balance near-term readiness with longer-term capability objectives, including Fleet legacy platform/systems sustainment and modernization transitions. The work includes producing readiness assessments and decision-support products; establishing and maintaining consistent readiness metrics and reporting; and integrating data from multiple authoritative and legacy sources to deliver actionable analytics and dashboards.
SECAP Production Planning Scheduler Manager 1 - 28578 HII Mission Technologies DivisionSECAP Production Planning Scheduler Manager 1 - 28578San Diego, CA$79,479–$93,600 / yearThis manager will supervise SECAP technicians conducting troubleshooting and repairs on HM&E systems, specifically valve and pump maintenance for installed systems: Main Drainage, Aqueous Film Forming Foam (AFFF), Counter Measure Washdown (CMWD), and Fire-main systems. Schedules equipment and personnel, confirms material supply and demands, prepares work orders or purchase requests for the production or purchase of components or parts based on a master production schedule, shop load and inventory requirements.