188 Results for

Financial Planning Jobs in Sonoma, CA

About 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.

Walnut Creek, CA19 days ago
  • $135,000–$155,000 Per Year

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Key Responsibilities Include:

Strategic Sales Planning Leadership.

About 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.

Novato, CA30+ days ago
  • $72,000–$106,560 Per Year

p>Our 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. Subject to those same considerations, the total compensation package for employees in regular roles may also include other elements, including a bonus and/or equity awards, in addition to a full range of medical, financial, and/or other benefits, provided that temporary or intern roles will not be eligible for many of these payments or benefits.

Berkeley, CA30+ days ago
  • $215,000–$265,000 Per Year

p>The 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.

Healdsburg, CA19 days ago
  • $208,687–$278,687 Per Year
  • Part-time

The 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.

Healdsburg, California19 days ago

p>The 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.

CA30+ days ago
  • $63,300–$117,200 Per Year

li>Builds 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. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards.

Sausalito, CA30+ days ago

p>QUALIFICATIONS:

• 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.

New!

Pleasant Hill, CA2 days ago
  • $70,000–$80,000 Per Year

Acknowledge 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.

New!

Napa, California3 days ago

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US - 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).

*****Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed*****

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.

Walnut Creek, CA30+ days ago
  • $100,000–$120,000 Per Year

In addition, the analyst will track financial performance against business plan, analyze business performance & market conditions to create forecasts, and assist senior management make tactical and strategic decisions by providing periodic analysis reporting. If you're passionate about renewable energy and want to "Make the Difference" by building a lasting positive impact on the planet and communities everywhere, join us at CS Power Systems-where your talent can help shape the clean energy revolution.

CA30+ days ago
  • $100,889–$136,500 Per Year

In addition to the benefits discussed above, the company offers the following voluntary benefits: Critical Illness Insurance, Accident Insurance, Identify Theft Protection, Enhanced Legal Services, Auto and Home Insurance, Pet Insurance, Commuter Benefits, Hospital Indemnity Insurance, Educational Assistance. OTS empowers the U.S. military and its allies with an extensive range of overarching product segments applied across all levels of strategic and tactical operations, providing a cutting-edge advantage to our warfighters.

Santa Rosa, CA29 days ago
  • $150,000–$187,000

This 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.

Saint Helena, CA23 days ago
  • $31.28–$41.82

The 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.

Rohnert Park, CA30+ days ago
  • $140,000–$170,000 Per Year

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  • Act 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).

  • Windsor, CA30+ days ago

    As 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.

    Pleasant Hill, CA30+ days ago
    • $70,000–$80,000 Per Year

    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 • Recommends banking and investments strategies that align with client financial goals and needs • Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds • Mitigates and controls risk as part of daily activities • Identifies and engages potential new clients through referrals or financial center clientele • Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended. • Advisory • Account Management • Client Experience Branding • Customer and Client Focus • Oral Communications • Issue Management • Client Solutions Advisory • Pipeline Management • Active Listening • Attention to Detail • Risk Management • Policies, Procedures, and Guidelines • Client Management • Causation Analysis • Written Communications.

    Walnut Creek, CA29 days ago

    p>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.

    With 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.

    Ameriprise logo

    Walnut Creek, California18 days ago

    Key responsibilities include growth of existing advisor practices through business plan coaching on key revenue drivers, bringing new talent to the organization through successful recruiting and acquiring of external practices, leading with integrity, and developing a strong culture to optimize relationships and resources within the office.

    Full time

    Exempt/Non-Exempt.

    FMR LLC logo

    CA30+ days ago
    • $60,000–$75,000 Per Year

    p>## Legal & Regulatory Information Please be advised that Fidelitys business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment, and retirement-related financial activities, and the rules and regulations of numerous self-regulatory organizations including FINRA, among others. This notice is applicable to all personal information collected by Fidelity through either this site, operated on behalf of Fidelity by Beamery, and/or other Careers Sites, including those Fidelity Websites and Web pages dedicated to employee recruitment across Fidelity business entities and geographical locations.

    Richmond, CA30+ days ago

    Operating 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.

    Berkeley, CA24 days ago
    • $82,800–$116,300 Per Year

    As a condition of employment, the final candidate who accepts a conditional offer of employment will be required to disclose if they have been subject to any final administrative or judicial decisions within the last seven years determining that they committed any misconduct; received notice of any allegations or are currently the subject of any administrative or disciplinary proceedings involving misconduct; have left a position after receiving notice of allegations or while under investigation in an administrative or disciplinary proceeding involving misconduct; or have filed an appeal of a finding of misconduct with a previous employer. Utilizing various campus systems and tools, including BFS, Bearbuy, UC Path, CalAnswers, and CalPlanning, develop, prepare, and design annual, quarterly, or ad-hoc reports, determining data needs, appropriate information sources, and data elements, applying campus policies and guidelines, and recognizing changes in legal regulations, tax implications, etc.

    Richmond, CA30+ days ago
    • $70,000–$75,000 Per Year

    The 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.

    Fairfield, CA30+ days ago

    p>First Command Financial Services Inc. and its related entities are not affiliated with authorized to sell or represent on behalf of or otherwise endorsed by any federal employee benefit program, the U.S. government, the U.S. Armed Forces, or any other third-party mentioned on this site.

    What We Offer We have a specialized licensing and comprehensive training program designed for veterans transitioning service members and military spouses to start and grow a successful Financial Advisor career.

    Walnut Creek, CA14 days ago

    As top tier professionals dedicated to solving our clients health and welfare insurance challenges, Alliant team members deliver an unrivaled depth of service, and our unique approach enables us to help clients stay resilient and turn change into opportunity. As one of the 5 largest insurance brokerage firms in the U.S., Alliant provides property and casualty, workers compensation, employee benefits, surety, and financial products and services to clients nationwide.

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