- 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
- Bank of America (Vacaville, CA)
- Financial Solutions Advisor - Vacaville Financial Center Vacaville, California **To proceed with your application, you must be at least 18 years of age.** ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Vacaville/ Financial -Solutions- Advisor Vacaville- Financial -Center\_25043158) **Job Description:** The… more
- Bank of America (Woodland, 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
- 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
- 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 (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
- Deloitte (Sacramento, CA)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... to investment management clients. You will assist clients with effective analysis , solution development, and implementation of clients' tax objectives. You will… more
- Deloitte (Sacramento, CA)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Bachelor's ... lead client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the client.… more
- Deloitte (Sacramento, CA)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... controversy. + Overseeing complex federal tax compliance and consulting projects requiring tax analysis for a variety of entities and their affiliates using state of… more
- Deloitte (Sacramento, CA)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... to investment management clients. You will assist clients with effective analysis , solution development, and implementation of clients' tax objectives. You will… more
- Datavant (Sacramento, CA)
- …services. The Director of Internal Audit will act as a trusted advisor to senior and executive leaders, and support communications to Datavant's executive ... This position is not focused on nor responsible for financial auditing or SOX financial reporting, but...and compliance risk assessment processes to develop data-driven audit planning and the development of audit risk universe +… more
- Deloitte (Sacramento, CA)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... + Overseeing complex federal tax compliance and consulting projects requiring tax analysis for a variety of entities and their affiliates. + Managing engagement… more
- Deloitte (Sacramento, CA)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... management clients. You will identify complex tax issues and provide tax analysis for a variety of entities and their affiliates. Responsibilities will include:… more
- Deloitte (Sacramento, CA)
- …to meet specific client requirements such as business case, pricing, or complex financial and technical analysis , and interpreting and reporting on outputs + ... at every stage of their journey, helping them navigate challenges, avoid financial pitfalls, and implement practical solutions before, during, and after major… more
- Wolters Kluwer (Sacramento, CA)
- …to providing a unified Performance Management Platform for Budgeting & Planning , Consolidation & Reporting, CCH Tagetik has developed pre-packaged solutions ... pain points and industry trends. + **Customer Engagement** + Act as a trusted advisor to C-level executives and finance leaders. + Translate complex financial … more