• Wealth Management Specialist - NPD ( FP )

    Bank of America (San Mateo, CA)
    …process, including client onboarding and resolving escalations + Partners with the Financial Advisor (FA) team and/or Senior Business Managers in developing ... Wealth Management Specialist - NPD ( FP ) San Mateo, California **Job Description:** Merrill Wealth...other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients… more
    Bank of America (05/07/25)
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  • FP &A Sr . Analyst

    Robert Half Finance & Accounting (Stockton, CA)
    …is instrumental in aligning the company's financial performance with strategic objectives. The FP & A Sr . Analyst will be tasked with providing valuable ... Jackie Meza with Robert Half is recruiting for an FP & A Sr . Analyst . This...FP & A Sr . Analyst . This role...insights derived from financial data analysis to senior leadership, as… more
    Robert Half Finance & Accounting (03/08/25)
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  • Senior Financial Analyst

    Robert Half Finance & Accounting (Chico, CA)
    Description We have a client in search of a Senior Financial Analyst to join their team in Chico, California. This role involves providing finance support ... process, and developing standard financial metrics. The Senior Financial Analyst is an...financial reporting and data accuracy. * Work with FP & A Senior Manager in proactively finding… more
    Robert Half Finance & Accounting (03/21/25)
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  • Portfolio Analyst

    Google (Mountain View, CA)
    …ground up, and to extract insights from data and present it to a senior audience effectively + Experience working with financial data and reporting, including ... projects from day one. **About the role:** The Portfolio Analyst role is an exciting position, demanding excellent analytical,...great if you also had these:** + Experience in Financial Planning and Analysis ( FP and A),… more
    Google (06/05/25)
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