- Cardinal Health (Sacramento, CA)
- **_What Financial Planning & Analysis contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the ... financial systems and safeguards the organization's assets. Financial Planning & Analysis provides...a strategic advisor to senior leadership on financial performance, planning , and decision-making. + Oversee… more
- Cardinal Health (Sacramento, CA)
- **_What Financial Planning & Analysis contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the ... oversees financial systems and safeguards the organization's assets. Financial Planning & Analysis provides strategic partnership and objective guidance… more
- Navy Federal Credit Union (Vacaville, CA)
- …volume account size and less complex investment needs. Partners with and refers advanced financial planning needs to NFIS Financial Advisors when needed. ... Proficiency with PCs and spreadsheet, database, word processing applications, CRMs and financial analysis software + Understanding of economic and accounting… more
- Robert Half Finance & Accounting (Danville, CA)
- …strong commitment to work-life balance. Responsibilities + Support Senior Advisors with financial planning and investment strategies. + Participate in client ... in wealth management with experience in investment management, client strategy, and financial planning . + Experience with Schwab, Orion, eMoney, or Redtail… more
- Bank of America (Sacramento, CA)
- Financial Solutions Advisor - Sacramento Region Sacramento, California;Sacramento, California; Woodland, California **To proceed with your application, you must ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Sacramento/ Financial -Solutions- Advisor Sacramento-Region\_25037079) **Job Description:** Please Note that… more
- BMO Financial Group (Sacramento, CA)
- …performance targets for new asset sales, joint appointments, fee-based sales, and financial planning . + Implements business development strategies to acquire new ... Provides financial and investment planning and advice...sequence for execution of business/group strategy. + Conducts independent analysis and assessment to resolve strategic issues. + Coordinates… more
- FranklinCovey (Sacramento, CA)
- …schools and institutions. To learn more, visit franklincovey.com. **Title:** Vice President, Financial Planning & Analysis (FP&A) **Payroll Title:** VP, ... Financial Planning & Analysis **Division & Department:** Corporate **Status:** Full-Time Exempt **Reports...advisor to the CEO, CFO, and Board on financial matters ** Financial Reporting, Planning ,… more
- Humana (Sacramento, CA)
- …and produce recommendations and plans based on company and external data analysis . The Advisor collaborates with subject matter experts across provider, ... caring community and help us put health first** The Strategy Advancement Advisor provides data-based strategic direction to identify and address business issues and… more
- Robert Half Finance & Accounting (Danville, CA)
- …an Associate Advisor , you'll take ownership of client relationships, drive financial planning initiatives, delegate to junior advisors, and ensure everything ... You'll Do + Partner with Senior Advisors to shape financial planning and investment strategies + Lead...ChFC(R) a plus. + Proficiency in Excel/Google Sheets and financial analysis . + Detail-oriented, professional, and relationship-driven.… more
- Cardinal Health (Sacramento, CA)
- …risk assessments and developing mitigation strategies. + Familiarity with integration planning and execution in M&A environments. + Excellent analytical and ... + M&A due diligence processes + Cost estimation and financial modeling + Regulatory compliance (eg, GDPR, HIPAA, SOX)...Project management tools (eg, Jira, MS Project) + Data analysis and reporting (Excel, Power BI) **_Soft Skills:_** +… more
- Columbia Bank (Sacramento, CA)
- …required. + 5+ yearsof relevant wealth planning experience. Some experience as a Financial Advisor is required. + Series 7, 65 or 66, required and Insurance ... client. Works with Wealth Advisors to increase use of financial planning methodologies within their practice. +... planning . + Works on complex problems where analysis of financial and tax situations or… more
- Bank of America (Walnut Creek, CA)
- …+ Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Supervises ... Service Support Staff + Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel +… more
- BMO Financial Group (Walnut Creek, CA)
- …to properly assess and provide insights and solutions to clients. + Leverages financial analysis in the development of detailed and complex financial ... Investment Counsellors, Investment Advisors) to provide clients with comprehensive wealth planning advice and solutions encompassing financial , tax, succession,… more
- Trellix (Sacramento, CA)
- …and updating financial forecasts. + Provide analytical, modeling, and general financial planning support to the Product functions. + Partner with engineering ... business leaders of our Product Organization as a forward-looking advisor , translating financial performance into actionable business...that drive our strategy and success. + Provide monthly analysis on financial performance of the Product… more
- Evolent (Sacramento, CA)
- …with Operations Finance, Client Finance, Talent, and other teams to align financial planning with business execution. + Synthesize complex financial ... part of a centralized corporate FP&A team focused on financial intelligence, analysis , and forecasting, with a...stakeholders at all levels. + Act as a strategic advisor , building trusted relationships with business leaders and providing… more
- BMO Financial Group (Walnut Creek, CA)
- …a differentiated experience. Our customer-centric approach prioritizes client goals through financial planning , delivering solutions that are tailor made for ... Services is to help mass affluent clientele make real financial progress by understanding and planning for...to develop strong customer relationships; acts as client's trusted advisor and primary point of contact. + Proactively works… more
- BMO Financial Group (Sacramento, CA)
- …analysts by aligning tasks with departmental goals and objectives. + Provides accurate financial analysis and risk assessment of new and existing customers. + ... Facilitates decisioning and analysis of all types of credit information to...are met or exceeded. + Acts as a trusted advisor to assigned business/group. + Influences and negotiates to… more
- NTT America, Inc. (Sacramento, CA)
- …of finance processes, including financial accounting, management accounting, treasury, and financial planning and analysis (FP&A). + In-depth knowledge ... in Finance (FICO), where you'll be at the forefront of revolutionizing financial systems for our clients. This role offers an exhilarating opportunity to… more
- LTD Global (Livermore, CA)
- About the organization A well-established, community-focused financial institution headquartered in the Bay Area, known for its personalized banking services and ... commitment to local communities. The organization offers a full range of financial products including personal and business banking, mortgage lending, and wealth… more
- Cushman & Wakefield (Sacramento, CA)
- …GST, TDS) . Preparation of budgets, forecasts and cash flow reporting . Forecasting, financial modeling and expense analysis . Cash management and oversight of ... **Job Title** GOS Finance Director **Job Description Summary** Directs the Financial Control activities for a real estate services / facilities management Global… more