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 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, Sr. Manager SewerAI CorporationFinancial Planning & Analysis, Sr. ManagerWalnut Creek, CaliforniaBuild and maintain AI-assisted workflows for financial narratives, monthly reporting, variance analysis, scenario summaries, and ad hoc modeling, demonstrating what applied AI looks like in daily finance practice. Someone who pairs rigorous financial discipline with applied AI fluency to deliver insight faster, embed financial thinking deeper into the company, and build tools that make every team more financially literate.
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.
Environmental Planning Project Manager Terracon Consultants IncEnvironmental Planning Project ManagerConcord, CAThis may include preparing calculations, designs, reports and work specifications; developing project schedules, budgets and forecasts; and selecting materials, equipment, project staff, and external contractors. Familiarity with CEQA/NEPA processes, including environmental documentation and compliance, along with working knowledge of related California and federal permitting (401/404, ESA, CESA, LSAA).
Financial Solutions Advisor - Vacaville Financial Center Bank of America CorpFinancial Solutions Advisor - Vacaville Financial CenterVacaville, CA$70,000–$80,000 / yearAcknowledge Job Description:The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.
Financial Solutions Advisor - Novato Financial Center Bank of AmericaFinancial Solutions Advisor - Novato Financial CenterNovato, CaliforniaKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
Financial Solutions Advisor - Black Rock Turnpike Financial Center Bank of AmericaFinancial Solutions Advisor - Black Rock Turnpike Financial CenterFairfield, CaliforniaKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
Financial Solutions Advisor - Corte Madera Financial Center Bank of America CorpFinancial Solutions Advisor - Corte Madera Financial CenterCA$70,000–$80,000 / yearResponsibilities:Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutionsRecommends banking and investments strategies that align with client financial goals and needsTriages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholdsMitigates and controls risk as part of daily activitiesIdentifies and engages potential new clients through referrals or financial center clienteleProvides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommendedRequired Qualifications:Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.
Finance Analyst – Business Process & Financial Operations Keysight Technologies, Inc.Finance Analyst – Business Process & Financial OperationsSanta Rosa, CaliforniaWe are seeking a Finance Analyst – Business Process & Financial Operations to serve as a trusted business partner supporting the High Frequency Measurement (HFM) Center of Excellence, one of Keysight's largest and most innovative engineering organizations. Success in this role requires strong financial and analytical skills, intellectual curiosity, exceptional relationship-building abilities, and the confidence to translate complex financial data into actionable business insights that influence decision-making.
Finance Analyst - Business Process & Financial Operations Keysight Technologies IncFinance Analyst - Business Process & Financial OperationsSanta Rosa, CASuccess in this role requires strong financial and analytical skills, intellectual curiosity, exceptional relationship-building abilities, and the confidence to translate complex financial data into actionable business insights that influence decision-making. We are seeking a Finance Analyst - Business Process & Financial Operations to serve as a trusted business partner supporting the High Frequency Measurement (HFM) Center of Excellence, one of Keysight's largest and most innovative engineering organizations.
Chief Financial Officer Kendal System CareersChief Financial OfficerHealdsburg, CaliforniaThe CFO serves as a trusted advisor to the CEO, Board of Directors, Finance Committee, and Executive Leadership Team, and a liaison to residents, translating financial information into actionable business insights that support organizational growth, operational excellence, risk management, and mission fulfillment. Provides executive oversight of all accounting and finance functions, including accounts payable, accounts receivable, treasury management, general ledger, financial reporting, audits, payroll coordination, investments, bond compliance, and required reporting to and engagement of the resident community.
Chief Financial Officer Kendal at SonomaChief Financial OfficerHealdsburg, CA$208,687–$278,687 / yearPart timeThe CFO serves as a trusted advisor to the CEO, Board of Directors, Finance Committee, and Executive Leadership Team, and a liaison to residents, translating financial information into actionable business insights that support organizational growth, operational excellence, risk management, and mission fulfillment. Provides executive oversight of all accounting and finance functions, including accounts payable, accounts receivable, treasury management, general ledger, financial reporting, audits, payroll coordination, investments, bond compliance, and required reporting to and engagement of the resident community.
Chief Financial Officer Enso VillageChief Financial OfficerHealdsburg, CaliforniaThe CFO serves as a trusted advisor to the CEO, Board of Directors, Finance Committee, and Executive Leadership Team, and a liaison to residents, translating financial information into actionable business insights that support organizational growth, operational excellence, risk management, and mission fulfillment. Provides executive oversight of all accounting and finance functions, including accounts payable, accounts receivable, treasury management, general ledger, financial reporting, audits, payroll coordination, investments, bond compliance, and required reporting to and engagement of the resident community.
Financial Advisor Bank of MontrealFinancial AdvisorBerkeley, CA$63,300–$117,200 / yearBuilds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives. Follows through on the risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, act in their best interests, and ensures an effectively run function.
Manager, Sales Planning-East Kinder'sManager, Sales Planning-EastWalnut Creek, CA$135,000–$155,000 / yearAbout the Role: The Manager, Sales Planning – East serves as a key commercial leader responsible for driving the integration of sales, demand, and inventory planning across the organization, focusing on the Eastern Region of Grocery. Oversee post-event analysis and ROI evaluation for trade and promotional spend; analyzes total trade investment for partners include trade spend, marketing spend, slotting, and additional promotional activity.
Manager, Sales Planning-West Kinder'sManager, Sales Planning-WestWalnut Creek, CA$135,000–$155,000 / yearAbout the Role: The Manager, Sales Planning – West serves as a key commercial leader responsible for driving the integration of sales, demand, and inventory planning across the organization, focusing on the Western Region of Grocery. Oversee post-event analysis and ROI evaluation for trade and promotional spend; analyzes total trade investment for partners include trade spend, marketing spend, slotting, and additional promotional activity.
NewSenior Financial Analyst 2K Games Tunes LLCSenior Financial AnalystNovato, CA$100,000–$125,000 / yearOur team of engineers, marketers, artists, writers, data scientists, producers, thinkers and doers, are the professional publishing stewards of 2K's portfolio currently includes several AAA, sports and entertainment brands, including global powerhouse NBA️ 2K, renowned BioShock️, Borderlands️, Mafia, Sid Meier's Civilization️ and XCOM️ brands; popular WWE️ 2K and WWE️ SuperCard franchises, TopSpin 2K25, as well as the critically and commercially acclaimed PGA TOUR️ 2K. Financial Planning & Analysis (FP&A): Lead the annual budgeting process and monthly forecasting cycles, using critical judgment to set key operating assumptions and financial drivers and to analyze variances between actuals and projections to identify risks and opportunities.
Manager, Sales Planning-East Kinder'sManager, Sales Planning-EastWalnut Creek, CaliforniaAbout the Role: The Manager, Sales Planning – East serves as a key commercial leader responsible for driving the integration of sales, demand, and inventory planning across the organization, focusing on the Eastern Region of Grocery. Oversee post-event analysis and ROI evaluation for trade and promotional spend; analyzes total trade investment for partners include trade spend, marketing spend, slotting, and additional promotional activity.
Chief Financial Officer & Senior Associate Athletics Director, Intercollegiate Athletics (0213U) #85 University of CaliforniaChief Financial Officer & Senior Associate Athletics Director, Intercollegiate Athletics (0213U) #85Berkeley, CA$215,000–$265,000 / yearThe Athletics CFO will be chiefly responsible for providing strategic financial leadership to Intercollegiate Athletics and serving as a C-suite liaison to multiple campus partners (Office of Legal Affairs, Chancellor's Office, Provost's Office, Capital Strategies, Academic Senate and Faculty Subcommittees focused on Athletics), as well as the department lead for various Department and Campus initiatives (outside consultants, peer reviews, etc.). The role will oversee a team in managing the budget, so a priority for the next CFO will be multi-directional leadership: provide vision, long term analysis and thinking, and mentorship to their team; provide creativity, storytelling, comprehensive solutions, and executive advising to the leadership in Athletics and Finance; and provide clarity, understanding, collaboration, and excellent facilitation to key stakeholders.
Senior Technical Business Systems Analyst - Financial Systems Heartflow IncSenior Technical Business Systems Analyst - Financial SystemsRohnert Park, CA$140,000–$170,000 / yearAct as the functional liaison and systems owner for key platforms that integrate with or depend on NetSuite data, including: ADP Workforce Now (payroll and HR - ensuring accurate payroll journal entry feeds, headcount data, and GL coding); Zip (procurement intake and purchase requisition workflow, ensuring PO creation and approval flows into NetSuite AP correctly); and NetSuite ARM (Advanced Revenue Management - supporting complex revenue arrangement setup, pricing maintenance, and period-end revenue schedules). Heartflow is the first AI-driven non-invasive integrated heart care solution across the CCTA pathway that helps clinicians identify stenoses in the coronary arteries (RoadMapAnalysis), assess coronary blood flow (FFRCT Analysis), and characterize and quantify coronary atherosclerosis (Plaque Analysis).
NewFinancial Advisor Northwestern MutualFinancial AdvisorWalnut Creek, California$61,000–$250,000 / yearFull timeNorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.
Project Manager - Resilience and Community Planning (Northern California) BKFProject Manager - Resilience and Community Planning (Northern California)Santa Rosa, CA$150,000–$187,000This 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.
NewSupply Chain and Operations Consulting - Integrated Planning Senior Manager - Utilities Accenture PlcSupply Chain and Operations Consulting - Integrated Planning Senior Manager - UtilitiesWalnut Creek, CAThe senior manager partners with client executives to assess supply chain maturity, identify performance gaps, and architect data-driven solutions spanning procurement, logistics, inventory management, field services, asset management, and supplier ecosystems. They guide clients in adopting next-generation capabilities-including autonomous planning agents, predictive analytics, intelligent sourcing platforms, and digital twins-to enhance forecasting accuracy, reduce cost‑to‑serve, and strengthen risk management in an increasingly volatile energy environment.
NewSupply Chain and Operations Consulting - Integrated Planning Manager - Utilities Accenture PlcSupply Chain and Operations Consulting - Integrated Planning Manager - UtilitiesWalnut Creek, CAThe manager partners with client executives to assess supply chain maturity, identify performance gaps, and architect data-driven solutions spanning procurement, logistics, inventory management, field services, asset management, and supplier ecosystems. They guide clients in adopting next-generation capabilities-including autonomous planning agents, predictive analytics, intelligent sourcing platforms, and digital twins-to enhance forecasting accuracy, reduce cost‑to‑serve, and strengthen risk management in an increasingly volatile energy environment.
SENIOR FINANCIAL ANALYST Serena & Lily Inc.SENIOR FINANCIAL ANALYSTSausalito, CAQUALIFICATIONS: • Bachelor's degree in Finance, Accounting, or a related field • Minimum of 3 years of progressive experience in investment banking, financial analysis, or FP&A • Experience in the consumer retail or e-commerce industry • Proficiency in Microsoft Office with focus on Excel (advanced functions, pivot tables, etc.) • Experience with NetSuite or other ERP solution (budgeting and planning modules preferred). ANALYTICAL SKILLS: • Ability to analyze complex financial data and identify key trends and insights • Intellectual curiosity: A desire to learn and understand the business and its drivers.
Financial Solutions Advisor - Diablo Market Bank of AmericaFinancial Solutions Advisor - Diablo MarketPleasant Hill, CaliforniaKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Responsibilities: • Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
Financial Solutions Advisor- Napa, Marin, Sonoma Areas Bank of AmericaFinancial Solutions Advisor- Napa, Marin, Sonoma AreasNapa, CaliforniaUS - CA - Corte Madera - 663 Tamalpais Dr - CORTE MADERA BC (CA4162), US - CA - Greenbrae - 50 Bon Air CTR - GREENBRAE BC (CA4185), US - CA - Healdsburg - 502 Healdsburg Ave - HEALDSBURG BC (CA1122), US - CA - Mill Valley - 715 E Blithedale Ave - East Blithedale (CA4204), US - CA - Napa - 1700 1st St - NAPA BC (CA3102), US - CA - Napa - 2 Financial Plz - NORTH NAPA BC (CA3168), US - CA - Novato - 1600 Grant Ave - NOVATO BC (CA4150), US - CA - Petaluma - 181 N McDowell Blvd - EAST PETALUMA BC (CA3204), US - CA - Rohnert Park - 6545 Hunter Dr - ROHNERT PARK BC (CA3166), US - CA - San Rafael - 30 Smith Ranch Rd - SMITH RANCH BC (CA4177), US - CA - Santa Rosa - 1155 W Steele Ln - CODDINGTOWN CENTER BC (CA3134), US - CA - Santa Rosa - 2420 Sonoma Ave - MONTGOMERY VILLAGE BC (CA3139), US - CA - Sebastopol - 7185 Healdsburg Ave - SEBASTOPOL BC (CA3149), US - CA - Sonoma - 35 W Napa St - SONOMA BC (CA3109). Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.
Water & Wastewater Infrastructure Planning Leader Black & Veatch Holding CoWater & Wastewater Infrastructure Planning LeaderWalnut Creek, CA$184,717–$308,464 / yearOur U.S. planning & asset management business has seen consistent growth driven by our clients' needs to address challenges stemming from population growth, aging infrastructure, system reliability and resilience concerns, the need to improve operational efficiency, water quality regulations, and the lack of effective tools toleverage large data sets to help guide decision making. Experience leading technical tasks and project teams and executing water distribution and wastewater collection system studies and assessments that involve system operations modeling, optimization techniques, risk & resiliency evaluations, capital and life-cycle cost analyses, CIP prioritization.
Financial Analyst BOLT StaffingFinancial AnalystSaint Helena, CA$31.28–$41.82The ideal candidate will have strong analytical skills, experience working with budgets and contracts, and the ability to manage multiple priorities in a dynamic government environment. The Financial Analyst will provide professional level financial, budgetary, procurement, and contract administration support for the department operations and capital projects.
Business Sector Lead - Planning AICP BKFBusiness Sector Lead - Planning AICPWalnut Creek, CAWith a strong understanding of planning services across a range of markets including Transportation, Water, Land Development, and Energy, the Business Sector Lead of Planning ensures excellence in project delivery, client service, talent development, and financial performance. The Business Sector Lead of Planning provides strategic, operational leadership and market growth across several service areas, including Agency Staffing, Community Planning, Environmental Compliance, Housing, and Natural Resources.
Financial Services Representative - State Farm Agent Team Member Renee Hyde - State Farm AgentFinancial Services Representative - State Farm Agent Team MemberWindsor, CAAs a Financial Services Representative with Renee Hyde Ins and Fin Svcs, Inc., State Farm, you will successfully sell financial products to new and existing customers. Sales are achieved through a consultative approach, educating customers on their financial options and finding the right products to meet their needs.
Financial Analyst Westamerica BanCorporationFinancial AnalystFairfield, CA$16.90–$26.69 / hourMARGINAL FUNCTIONS: Performs additional job-related duties which may include generating ad hoc reports, analyzing specific capital proposals, and providing support for various company projects. Sitting for extended periods of time utilizing computer keyboard to input data and check reports.
NewRegional Planning Leader - Watersheds & Stormwater Black & Veatch Holding CoRegional Planning Leader - Watersheds & StormwaterWalnut Creek, CA$177,853–$266,825 / yearWithin our U.S. planning and water resources business, we have seen consistent growth driven by our clients' needs to address challenges stemming from stormwater regulations, flooding, water quality impairments driven by wet weather runoff, asset management, and efforts to increase the use of green infrastructure. This represents a strategic business initiative for Black & Veatch, and the Water Resources position focused on stormwater, watersheds, and integrated planning is designed to help the company grow its market share by providing world-class planning and water resource services.
Financial Analyst - Entry Level Glydways, Inc.Financial Analyst - Entry LevelRichmond, CAOperating 24/7 with on-demand access, it offers personalized and efficient mobility-without the burden of heavy upfront infrastructure costs or ongoing taxpayer subsidies. Roles & Responsibilities: Build, maintain, and improve financial models for budgeting, forecasting, scenario analysis, and long-range planning.
Financial Analyst Glydways, Inc.Financial AnalystRichmond, CA$70,000–$75,000 / yearThe analyst will work cross-functionally to support decision-making, improve financial processes, and maintain high-quality financial models used for planning and strategic analysis. Position Summary: Glydways is looking for a Financial Analyst with about 3 years of experience in accounting, financial analysis, and financial modeling to support budgeting, forecasting, reporting, and business planning.
NewCollege Financial Representative, Internship Program Northwestern MutualCollege Financial Representative, Internship ProgramWalnut Creek, California$500–$1,000 / yearInternOur college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. Overview: College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up.
Insurance and Financial Services Position - State Farm Team Member Tim McGallian - State Farm AgentInsurance and Financial Services Position - State Farm Team MemberClayton, CAAs an Insurance and Financial Services Specialist, you will be the go-to expert for our clients, assisting them with a wide range of services and helping them secure the insurance policies they need to protect what matters most. We are looking for a dynamic and enthusiastic Insurance and Financial Services Specialist to join our team and help us continue to deliver unparalleled support and solutions to our valued customers.
Financial Counselor - onsite in Greenbrae, CA UnitedHealth Group IncFinancial Counselor - onsite in Greenbrae, CACA$20.38–$36.44 / hourThe fraudulent LinkedIn messages and emails, which do not originate from any Executives LinkedIn account or of UnitedHealth Group's email domains, or those of any of its operating divisions, supposedly conducts an interview via a Zoom meeting, offers a work from home job at Optum, emails an application, sends a fake check by next day delivery through USPS and asks recipients to pay a vendor a large dollar amount. Preferred Qualifications: 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.
Financial Counselor (Santa Rosa) Northern California Behavioral Health SystemFinancial Counselor (Santa Rosa)Santa Rosa, CA$52,000–$65,651Responsible for the coordination of all credit and collection procedures on the front end, assessing and rapid resolution of self-pay account balances, assessment of all private pay accounts, and verifying insurance and other governmental programs for inpatient and outpatient accounts. Supplemental Receptionist Coverage: Able to fill in to help the reception desk if needed, including answering and redirecting phone calls, greeting and providing callers or visitors with information, and duties related to this coverage as requested.
NewSenior Financial Analyst Kinder'sSenior Financial AnalystWalnut Creek, CA$115,000–$125,000 / yearDevelop and maintain clear, repeatable expense allocation methodologies that improve cost visibility, support consistent reporting, and help business partners understand financial performance by function, product, channel, or operational driver. Translate supply chain and operational metrics into financial insights, connecting volume, mix, service levels, productivity, inventory, freight, warehousing, co-manufacturing, and cost drivers to EBITDA and cash flow.
Merrill Advisor Development Program - Financial Advisor: East Bay Market Bank of AmericaMerrill Advisor Development Program - Financial Advisor: East Bay MarketWalnut Creek, CaliforniaEffectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences.
Investment Executive (Financial Advisor) Northern, CA - East Bay Fifth Third BancorpInvestment Executive (Financial Advisor) Northern, CA - East BayWalnut Creek, CAConduct solo and joint appointments with bankers and assist them in efficiently identifying potential clients and providing solutions that align with client needs, financial goals and objectives. GENERAL FUNCTION: Accountable for overall production, coaching, training, and developing a team of licensed retail bankers.
Senior Financial Analyst Bio-Rad Laboratories IncSenior Financial AnalystHercules, CA$121,200–$166,700 / yearIn this highly visible and motivated team, you''ll partner with functional and business leaders to prepare budgets, forecasts, financial analysis, and provide ad hoc analysis to support decision making as needed. Reporting and analysis: Prepare and present monthly and quarterly financial reports to Manufacturing Leadership and other stakeholders; while maintaining financial models to support business planning and forward looking visibility.
Financial Advisor Associate Stifel Financial CorpFinancial Advisor AssociateSanta Rosa, CAStifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Built on a simple premise of safeguarding our clients' money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.
Senior Director of Global Financial Reporting and Compliance Keysight Technologies, Inc.Senior Director of Global Financial Reporting and ComplianceSanta Rosa, CaliforniaDrive continuous improvement and digital transformation across global financial reporting and compliance processes, including identifying opportunities to automate manual activities, enhance data quality and streamline close, consolidation and reporting workflows through the effective use of emerging finance technologies. Provide leadership and support for various tax filings, including transaction tax filings and withholding tax filings, as well as cash repatriation, accounting plans for intellectual property movement, GEO forecasting to support tax provision and entity liquidation.
Personal Financial Counselor, PFC - Travis AFB, CA Magellan Health IncPersonal Financial Counselor, PFC - Travis AFB, CACAServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Workday Financial Analyst Perfict Global, Inc.Workday Financial AnalystConcord, CAYou will partner closely with Finance stakeholders and play a critical role in configuration, testing, and deployment across key Workday Financials modules within a healthcare environment. We are seeking a Workday Financials Analyst with strong full lifecycle implementation experience to support a large-scale Workday Financials initiative.
Business Solutions Advisor - Walnut Creek Main Financial Center Bank of AmericaBusiness Solutions Advisor - Walnut Creek Main Financial CenterWalnut Creek, CaliforniaPartners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates during meetings to assist with team delivery of an exceptional client experience. This job is responsible for providing specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of the client's life plan.