692 Results for

Financial Planning Jobs in Walnut Creek, CA

Jobs

New!

San Francisco, CAToday

$21–$25 Per Hour

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. You must be proficient in using advanced Excel functions, including Vlookup, and have experience in using PeopleSoft, ERP, Accounting ERP, AP, Payment Plus virtual pay program.

New!

San Francisco, CA3 days ago

$129,200–$206,700 Per Year

Masters, MBA, JD, MD) or up to 3 years of relevant experience with a PhD • Experience in Financial Planning & Analysis, Investment Banking, or Consulting • MBA, CFA, or a Qualified Accountant degree (ACA, ACCA, CIMA, CPA, or equivalent local qualifications) is a plus. 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.

San Francisco, CA7 days ago

$220,000–$260,000

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.

New!

San Francisco, CA4 days ago

$60–$65 Per Hour

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.

New!

San Francisco, CA3 days ago

$130,600–$246,200 Per Year

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. The Senior Manager, Business Planning and Operations – Community Sales is a senior individual contributor role responsible for enabling execution excellence across the North America Community Sales segment.

New!

San Francisco, CA4 days ago

$120,000–$122,000 Per Year

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. 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.

New!

San Francisco, CA4 days ago

$150,000–$180,000 Per Year

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. We are currently seeking a Senior Tax Manager with a CPA, specializing in individual tax for high-net-worth clients, S Corps, real estate tax, partnerships, and more.

New!

San Francisco, CA4 days ago

Remote

$140,000–$160,000 Per Year

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. Backed by a passionate customer base and strong market momentum, the company is entering an exciting new phase of growth focused on scaling operations, expanding retail presence, and continuing to innovate within the health and wellness space.

New!

Walnut Creek, CA4 days ago

$200,000–$240,000 Per Year

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. We are very close to securing one of our largest projects for the start of the year and are actively seeking an Area Manager with experience in Heavy Civil Road/Highway Construction to oversee the operation of projects in Northern California.

San Francisco, CA7 days ago

Remote

$95–$110

Redwood City, CA30+ days ago

$133,000–$156,000 Per Year

This role provides senior‑level technical leadership and oversight for the Jack Henry Symitar core system, Alkami Digital Banking, and related enterprise applications, including responsibility for application programming and development activities supporting systems such as ARCU, CFS Data Connectors, Power BI, SMA, Opcon, and other supporting systems and platforms. The manager is accountable for both project execution and ongoing operations, and ensures enterprise systems are effectively supported, strategically aligned, and remain current, secure, and compliant with regulatory requirements, drawing on a strong understanding of credit union core, digital banking, and enterprise platforms.

New!

San Francisco, CA4 days ago

$100,000–$118,000 Per Year

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. Gain further understanding of the scope of other design consultants/trades (including architect, Geotech, civil, MEP engineers, etc.) to better communicate and coordinate the impact of other consultants’ design on structure and vice versa.

New!

San Francisco, CA4 days ago

Remote

$140,000–$160,000 Per Year

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. Backed by a passionate customer base and strong market momentum, the company is entering an exciting new phase of growth focused on scaling operations, expanding retail presence, and continuing to innovate within the health and wellness space.

San Francisco, CA7 days ago

$220,000–$250,000

San Francisco, CA7 days ago

$90,000–$120,000

San Francisco, CA7 days ago

$160,000–$180,000

Oakland, CA7 days ago

$140,000–$165,000

San Francisco, CA7 days ago

$125,000–$150,000

San Francisco, CA12 days ago

$59.10–$65.50 Per Hour

In the past 5 years, practiced as an Advanced Practitioner for at least: 2 years in an outpatient primary care setting seeing patients of all ages (0+), OR 2 years in an urgent care or emergency medicine setting seeing patients of all ages (0+) . The One Medical Virtual Medical Team (VMT) is a leading provider of virtual clinical care, providing world-class, convenient, evidence-based virtual medical care to One Medical patients in concert with their primary care providers.

San Francisco, CA7 days ago

$70–$85

New!

Foster City, CA3 days ago

$149,800–$240,100 Per Year

This role serves as the functional Subject Matter Expert (SME) for PROS CPQ, partnering closely with Sales Operations, Pricing & Deal, Product, and Technology teams to ensure accurate, scalable, and compliant pricing and quoting execution. 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.

Foster City, CA11 days ago

$131,600–$233,700 Per Year

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. The product manager will use market insight, transaction data, and customer behavior to shape long‑term strategy, guide prioritization and investment decisions, and influence go‑to‑market direction across the virtual card portfolio.

New!

San Francisco, CA3 days ago

$124,300–$198,600 Per Year

Demonstrated quantitative rigor • Proficient and ideally a power-user of spreadsheet and presentation tools • Attention to detail and the ability to structure and analyse financial, operational, and market data • Outstanding stakeholder management abilities at both senior and junior levels • Strong executive communication and presentation skills. Masters, MBA, JD, MD) or up to 3 years of relevant experience with a PhD • Experience in and/or significant exposure to the payments industry preferred • Ability to lead and manage complex workstreams or small projects independently • Superior analytical and problem-solving skills.

New!

San Francisco, CA3 days ago

$146,200–$233,700 Per Year

As a Manager on the Crypto Strategic Initiatives Team within Growth Products and Partnerships at Visa, you will be responsible for driving execution of key strategic initiatives (or major workstreams within Initiatives) for Visa’s crypto efforts. 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.

New!

Foster City, CA3 days ago

$129,200–$206,700 Per Year

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. The individual will perform a variety of tasks ranging from close activities to accounting automation and play an important part in the transformation of the accounting function at Visa.

New!

San Francisco, CA3 days ago

The role requires a data-driven professional, preferably with client-facing experience, who has 5-6 years of experience transforming, improving, and supporting business processes to drive critical initiatives and other functional business priorities for the sales planning and execution cycle. 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.

New!

San Francisco, CA3 days ago

$169,100–$270,800 Per Year

Basic Qualifications 8 years of work experience with a bachelor degree or at least 6 years of experience with an advanced degree (e.g., Masters, MBA, JD, MD) or at least 4 years of work experience with a PhD Preferred Qualifications 10 years progressive experience in eCommerce, payments, financial services, or technology. The Senior Manager will play a critical role in shaping strategic analyses, leading discrete strategic initiatives, and translating strategy into execution, including product‑level strategies, priority market acceleration efforts, and cross‑functional programs with Product, Technology, and Regional teams.

New!

San Francisco, CA3 days ago

$169,100–$270,800 Per Year

Visa’s Global Corporate Development and Mergers and Acquisitions (CDMA) team forms part of the Global function which is collectively responsible for helping shape Visa’s strategy by identifying industry trends, maintaining relationships with relevant external partners, as well as sourcing, negotiating, structuring, and executing strategic acquisitions/investments across all of Visa's geographies and businesses. • Experience working in a demanding environment with highly motivated and driven professionals • Strong work ethic, passion for learning, and professional curiosity with the ability to solve problems with a balance of independence and collaborative input • Proven ability to manage multiple projects simultaneously and work collaboratively across teams.

New!

San Francisco, CA3 days ago

$169,100–$270,800 Per Year

Background in payments, financial services, B2B, or platform ecosystems (issuers, acquirers, fintechs, ISVs) • Experience presenting to and building relationships with senior management level audiences, both internally and externally • Demonstrated ability to lead through influence in a matrixed organization without direct authority • Must be self-motivated and comfortable with ambiguity • Preferred experience leading large‑scale, vendor‑executed research programs, including scoping, methodology oversight, synthesis, and executive activation. Insight Validation in Collaboration with Internal Performance Insights – Work closely with the Performance Management Lead to evaluate findings, separate factual indicators from anecdotal observations, and assemble evidence-based narratives regarding factors influencing 2030 targets, outlining the recommended path forward.

New!

San Francisco, CA3 days ago

$146,200–$233,700 Per Year

Visa’s Global Corporate Development and Mergers and Acquisitions (CDMA) team forms part of the Global function which is collectively responsible for helping shape Visa’s strategy by identifying industry trends, maintaining relationships with relevant external partners, as well as sourcing, negotiating, structuring, and executing strategic acquisitions/investments across all of Visa's geographies and businesses. 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.

San Francisco, CA12 days ago

$73.70–$81.90 Per Hour

In the past 5 years, practiced as an PA: 4 years in an outpatient primary care setting seeing patients of all ages (0+), OR 4 years in an urgent care or emergency medicine setting seeing patients of all ages (0+) . The One Medical Virtual Medical Team (VMT) is a leading provider of virtual clinical care, providing world-class, convenient, evidence-based virtual medical care to One Medical patients in concert with their primary care providers.

San Francisco, CA12 days ago

$73.70–$81.90 Per Hour

In the past 5 years, practiced as an FNP: 4 years in an outpatient primary care setting seeing patients of all ages (0+), OR 4 years in an urgent care or emergency medicine setting seeing patients of all ages (0+) . The One Medical Virtual Medical Team (VMT) is a leading provider of virtual clinical care, providing world-class, convenient, evidence-based virtual medical care to One Medical patients in concert with their primary care providers.

San Francisco, CA12 days ago

$59.10–$65.50 Per Hour

New!

San Francisco, CA3 days ago

$129,200–$206,700 Per Year

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. This role partners closely with Senior Managers, Directors, and broader account teams to execute account strategies, support revenue growth initiatives, and strengthen client engagement across Visa Direct offerings.

New!

Foster City, CA3 days ago

$169,100–$270,800 Per Year

Masters, MBA, JD, MD) or 3 or more years of experience with a PhD • Bachelor’s or master’s degree in a technical or engineering field such as industrial engineering, systems engineering, engineering management, computer science, software engineering, or product design • 6 + years of experience in product management, technology product development, or a related field. Product Manager will be a key member of Visa’s Global Products & Initiatives product management team working to drive and deliver against the roadmap and will work in close partnership with technology and regional teams to advance Visa’s product vision globally.

Foster City, CA11 days ago

$146,200–$233,700 Per Year

Solution Delivery: Contribute to product discovery, working closely with Product leaders, Data Scientists, UX teams and other stakeholders to establish a clear understanding of the target users’, pain points to ensure solutions meet the required product outcomes. Accountabilities: Strategy, Planning and Prioritisation: Work with product leaders to understand product area vision and goals, communicating with stakeholders and working with product engineering teams to ensure that the team maintains a cohesive vision and delivers outcomes that are aligned to goals.

New!

Foster City, CA3 days ago

$169,100–$270,800 Per Year

In addition to owning Visa Cloud Connect end‑to‑end, this role will work closely with senior product leaders across Authorization and AI-driven network decisioning platforms to learn, contribute to, and support advanced authorization products such as Smarter Authorization (Smarter Auth), Smarter Retry, and Smarter Stand‑In Processing (Smarter STIP). This is a highly technical, platform-focused product role suited for a senior PM who thrives in cloud connectivity, network infrastructure, data-intensive systems, and AI‑driven platforms, and who wants to grow deeper into authorization and AI product management over time.

New!

Foster City, CA3 days ago

$169,100–$270,800 Per Year

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. • Successful demonstration of product delivery in either or both Agile (e.g., scrum) and waterfall software development methodologies • Ability to lead, drive consensus and deliver in a matrix organization with multiple stakeholders.

New!

Foster City, CA3 days ago

$207,600–$332,300 Per Year

Alternatively support and drive assigned sales opportunities in the pursuit of growth activities including negotiating contracts and deal approvals, support new use case launches and deliver leadership level partnership presentations. This role focuses on Big Tech accounts such as PayPal, Venmo, Meta, X, partnering with leading platforms to optimize money movement flows, expand adoption of Visa Direct solutions, and actively manage strategic initiatives.

New!

San Francisco, California3 days ago

Contractor

Own research/testing project close-out governance and financial tracking: prompt users to close out unused tests to recover spend, capture final session counts and incentives paid, and review end-of-project participant quality and research outcome feedback — this trend data will inform which cloud spaces and tools are best suited for different research needs and recruitment options, enabling smarter decisions and faster pivots over time. Research/testing project close-out governance and financial tracking: prompting users to close unused tests to recover costs, capturing final session counts and incentives paid, and reviewing end-of-project participant quality and research outcome feedback — building trend data that informs tool-to-use-case pairing and recruitment strategy over time.

SAN FRANCISCO, CA24 days ago

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. One Medical participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. Please refer to the E-Verification Poster (English/Spanish) and Right to Work Poster (English/Spanish) for additional information.

SAN FRANCISCO, CA24 days ago

$164,700–$175,000 Per 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.

SAN FRANCISCO, CA24 days ago

$164,700–$175,000 Per 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.

SAN FRANCISCO, CA24 days ago

$164,700–$175,000 Per 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. Managing a patient panel with a broad array of patient needs; conducting a mix of acute, chronic, and well visits with a focus on HIV treatment and prevention.

SAN FRANCISCO, CA24 days ago

$164,700–$175,000 Per 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.

SAN FRANCISCO, CA24 days ago

$164,700–$175,000 Per 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.

BERKELEY, CA14 days ago

$308,700–$328,000 Per 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.

BERKELEY, CA14 days ago

$164,700–$175,000 Per Year

In the past 5 years, practiced as an Advanced Practitioner for at least:2 years in an outpatient primary care setting, OR 1 year in an outpatient primary care setting, coupled with either a 1 year primary care fellowship or 1+ year in an urgent care setting. 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.

SAN RAFAEL, CA24 days ago

$308,700–$328,000 Per 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.

SAN RAFAEL, CA24 days ago

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. Education, licenses, and experiences required for this role: Currently enrolled in, or completed within the last year, an accredited Family Medicine or Internal Medicine/Pediatrics residency program.

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Financial Planning Jobs in Walnut Creek, CA

Financial Analyst Jobot

Finance Manager, Financial Analysis Visa Technology and Operations LLC

Director, Technical Accounting & Financial Reporting Vaco LLC

Assistant Controller Jobot

Sr Manager, Business Planning & Ops - Community Sales Visa Technology and Operations LLC

Finance Manager Jobot

Senior Tax Manager (CPA) Jobot

Senior Accounting Manager - CPG/Shopify Jobot

Area Manager Jobot

Interim Director of FP&A Vaco LLC

Enterprise Systems Manager MONTERRA CREDIT UNION

Structural Project Manager Jobot

Assistant Controller - CPG/Shopify Jobot

Sr. Manager of Tax Vaco LLC

Finance Associate Vaco LLC

Accounting Manager Vaco LLC

Fund Accounting Manager Vaco LLC

Fund Finance Associate Vaco LLC

Virtual Physician Assistant - CA Licensed One Medical

Interim Treasury Manager Vaco LLC

Sr Manager, Operations Visa Technology and Operations LLC

Product Manager, B2B Payments Strategy & Analytics Visa Technology and Operations LLC

Product Strategy Manager, NA Value Added Services – Processing Solutions Visa Technology and Operations LLC

Manager – Crypto Strategic Initiatives Visa Technology and Operations LLC

Senior Accountant Visa Technology and Operations LLC

Manager, Partnership Ops Visa Technology and Operations LLC

Senior Manager, eCommerce Strategy Visa Technology and Operations LLC

Sr. Manager, Global Corporate Development Visa Technology and Operations LLC

Senior Manager - Market Intelligence, Global SMB Visa Technology and Operations LLC

Manager, Global Corporate Development Visa Technology and Operations LLC

Virtual Physician Assistant - [Overnights - CA / NY / DC licensed] One Medical

Virtual Family Nurse Practitioner - [Overnights - CA / NY / DC licensed] One Medical

Virtual Family Nurse Practitioner - CA Licensed One Medical

Manager – Visa Direct Account Management Visa Technology and Operations LLC

Senior Product Manager, Solution Enablement Visa Technology and Operations LLC

Product Manager Visa Technology and Operations LLC

Sr. Product Manager, Authorization & Network Connectivity Visa Technology and Operations LLC

Sr. Product Manager, Global Token Services Visa Technology and Operations LLC

Senior Manager, Visa Direct Sales Executive Visa Technology and Operations LLC

Program Manager - I Pinnacle Technical Resources

Early career-Primary Care Physician - Adult medicine One Medical

Nurse Practitioner or Physician Assistant (Duboce Triangle) - Sign-On Bonus Available One Medical

Nurse Practitioner or Physician Assistant (Cow Hollow) - Sign-On Bonus Available One Medical

Nurse Practitioner or Physician Assistant, HIV Medicine (Castro) - Sign-On Bonus Available One Medical

Nurse Practitioner or Physician Assistant (Clay St) - Sign-On Bonus Available One Medical

Nurse Practitioner or Physician Assistant (Transbay Center) - Sign-On Bonus Available One Medical

Primary Care Physician - Sign-On Bonus Available One Medical

Family Nurse Practitioner or Physician Assistant - Sign-On Bonus Available One Medical

Family Medicine Physician - Sign-On Bonus Available One Medical

Early Career - Family Medicine Physician - Sign - On Bonus Available One Medical

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