NewFinancial Counselor - onsite in Greenbrae, CA UnitedHealth GroupFinancial Counselor - onsite in Greenbrae, CAGreenbrae, CA$20.38–$36.44 / hourExcellent 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. See United Healthcare Privacy Policy at https://www.unitedhealthgroup.com/privacy.html and SonicJobs Privacy Policy at https://www.sonicjobs.com/us/privacy-policy and Terms of Use at https://www.sonicjobs.com/us/terms-conditions.
NewTax Expert - On-Site IntuitTax Expert - On-SitePleasant Hill, CA$27–$41 / hourTaxes 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).
NewTax Expert - Local Tax Office IntuitTax Expert - Local Tax OfficePleasant Hill, CA$27–$41 / hourTaxes 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).
Tax Expert - Expert Center (West) IntuitTax Expert - Expert Center (West)Pleasant Hill, CA$27–$41 / hourTaxes 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).
NewTax Expert - Local Branch IntuitTax Expert - Local BranchPleasant Hill, CA$27–$41 / hourTaxes 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).
NewTax Expert - Local IntuitTax Expert - LocalPleasant Hill, CA$27–$41 / hourTaxes 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).
NewAccounting/Finance - Financial Clearance Specialist III VoltAccounting/Finance - Financial Clearance Specialist IIIWalnut, CA$27–$28 / hourThis role requires a high level of independent judgement to successfully coordinate and obtain authorization requests for complex managed care patients in a timely and efficient manner. The Financial Clearance Specialist is best defined as a highly independent and flexible resource that focuses on system-specific service lines that are in alignment with the patient experience initiative.
NewPreschool Assistant Principal Merryhill SchoolPreschool Assistant PrincipalWinters, CA$25–$28 / hourOur educational journey begins with an academically focused preschool experience grounded in early literacy, phonics, and mathematics, then progresses through a challenging, well-rounded elementary and middle school curriculum. The Assistant Principal supports the Head of School and/or Principal in overseeing all campus operations, spanning financial planning, community engagement, staff development, and day-to-day management.
NewSr. Manager, Wealth Advisor- Schwab Wealth Advisory Charles SchwabSr. Manager, Wealth Advisor- Schwab Wealth AdvisoryWalnut Creek, CATime Management: Ability to set an operating cadence for a book of business—prioritizing high-impact activities, coordinating across partners, and proactively communicating tradeoffs, timelines, and next steps—while ensuring service consistency and follow-through on complex, multi-workstream client needs. Client Experience: Demonstrated ability to lead complex client relationships by diagnosing needs through advanced discovery, navigating sensitive conversations with diplomacy, and influencing decisions by translating sophisticated planning and investment concepts into clear, tailored guidance that drives action and deepens trust.
FP & A Director Advantex Professional ServicesFP & A DirectorSausalito, CA$165,000–$195,000 / yearAnalyze gross-to-net revenue, trade spend, broker commissions, pricing, customer mix, product mix, landed cost, freight, COGS, and contribution margin. This is a build-out role for someone who can step in quickly, partner with senior leadership, and help create the planning, reporting, and decision-support infrastructure needed for the next stage of growth.
Senior Health Primary Care Physician - Sign-On Bonus Available One MedicalSenior Health Primary Care Physician - Sign-On Bonus AvailableMill Valley, CA$308,700–$328,000 / yearOur 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. Provide care aligned to patients’ self-identified values and incorporate core geriatrics concepts including shared decision making, advance care planning, frailty and multimorbidity, and safe transitions of care.
Financial Planning & Analysis Analyst IV, Medical Financial Operations Kaiser PermanenteFinancial Planning & Analysis Analyst IV, Medical Financial OperationsVallejo, CAEvaluates performance/operations/financial state by using and implementing templates (e.g., cash flow, RFA process, weekly unit case report) and computer applications; reviewing and conducting complex financial analyses (e.g., operating cash flow analyses, pro forma P&L, line item walk forwards, volume building blocks, NPV, IRR, Discounted Cash Flow, statistical analyses, economic analyses); and reviewing and completing complex variance analysis (e.g., volume, P&L line item, cost of goods, rate). Advises region/business unit leaders on strategic fiscal matters by reviewing regular and special reports for both financial and statistical matters in order to facilitate financial management throughout the organization; participating in regular meetings with leadership to review financial results for their areas; and acting as an internal consultant to Kaiser Management team on reading and interpreting financial results, analyzing variances, and improving performance.
NewFinancial Planning & Analysis Analyst III, Medical Financial Operations Onsite Kaiser PermanenteFinancial Planning & Analysis Analyst III, Medical Financial Operations OnsiteVallejo, CAEvaluates performance/operations/ financial state by using and implementing templates (e.g., cash flow, RFA process, weekly unit case report) and computer applications; conducting complex financial analyses (e.g., operating cash flow analyses, pro forma P&L, line item walk forwards, volume building blocks, NPV, IRR, Discounted Cash Flow, statistical analyses, economic analyses); and completing complex variance analysis (e.g., volume, P&L line item, cost of goods, rate). Supports reporting of region/business unit financial information by evaluating financial trends, data analysis reports, and forecasts of income and expense; reviewing assets, liabilities, revenues, and expenses; and using data/inputs from region/business unit systems to support analyses (e.g., membership and utilization reports, volume reporting, day sales inventory, analysis spreadsheets, investment schedules).
Financial Planning Associate Burton Enright WelchFinancial Planning AssociateWalnut Creek, CA$85,000–$110,000Long-term, BEW expects the Financial Planning Associate to progress to an Advisor, which would include greater responsibility in leading meetings, acting as a financial planning subject matter expert, and serving as the primary point of contact with clients. Founded in 1989, Burton Enright Welch (BEW) is an independent, fee-only financial planning and investment management firm in Walnut Creek, CA with over $1 billion in assets under management.
Financial Planning & Analysis Analyst III - construction experience needed Kaiser PermanenteFinancial Planning & Analysis Analyst III - construction experience neededSanta Rosa, CACompletes 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. Evaluates performance/operations/ financial state by using and implementing templates (e.g., cash flow, RFA process, weekly unit case report) and computer applications; conducting complex financial analyses (e.g., operating cash flow analyses, pro forma P&L, line item walk forwards, volume building blocks, NPV, IRR, Discounted Cash Flow, statistical analyses, economic analyses); and completing complex variance analysis (e.g., volume, P&L line item, cost of goods, rate).
Intern, Financial Planning - Walnut Creek, CA MarinerIntern, Financial Planning - Walnut Creek, CAWalnut Creek, CaliforniaThe Intern, Financial Planning will assist our staff members in servicing high net worth and ultra high net worth clients through holistic financial planning and client relationship support. While performing job functions the employee is regularly required to sit, stand, write, review and type reports, compile data, operate a pc, communicate, listen, and assess information.
Financial Planning Consultant (Walnut Creek, CA) Raymond James Financial IncFinancial Planning Consultant (Walnut Creek, CA)Walnut Creek, CA$70,304–$100,000 / yearUnder limited supervision uses specialized knowledge and skills obtained through experience, specialized training or certification to serve as a resource to Financial Advisors and their clients regarding overall financial planning issues which may include portfolio design, income tax consulting, retirement planning, qualified retirement plans, risk management, estate planning, education funding, and small business planning. s66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA).
Vice President, Financial Planning Director - Western Region Morgan StanleyVice President, Financial Planning Director - Western RegionWalnut Creek, CA$140,000–$200,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. The Financial Planning Director (FPD) partners with Financial Advisors to deliver a comprehensive and personalized planning experience for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients.
Director, Financial Planning Kinder'sDirector, Financial PlanningWalnut Creek, CaliforniaMost of our work happens in the office to spark creativity and community, but we also offer flexibility so team members have the autonomy to work outside the office when needed to support their work-life balance and personal commitments. We're seeking someone who not only understands finance and planning best practices but is also driven by continuous improvement, people leadership, and a hands-on approach to problem-solving.
Retail Merchandising and Planning - Strategy Manager Accenture PlcRetail Merchandising and Planning - Strategy ManagerWalnut Creek, CAWe work at the intersection of merchandising strategy, planning process design, and AI-enabled decision making, helping clients across apparel, hardlines, grocery, and specialty retail modernize their operating models and improve performance in demand forecasting, assortment planning, and inventory productivity. We bring together the talent of our approximately 799,000 people with proprietary assets and platforms, deep process and industry expertise, and leading ecosystem relationships to deliver end-to-end solutions and measurable outcomes at scale.