- Clerkie (San Francisco, CA)
- …About Clerkie Clerkie is a fintech startup on a mission to democratize financial wellness using the power of artificial intelligence. Launched in 2018, Clerkie began ... the nearly 123 million underserved Americans in need of financial guidance. Since its inception, the company has expanded...About the role We're looking for a hands-on QA Analyst to join our Engineering team and help scale… more
- Carollo Engineers (Walnut Creek, CA)
- …is an internationally recognized environmental engineering firm that specializes in the planning , design, and construction of water and wastewater facilities. We are ... seeking a Marketing Operations Analyst to help The Marketing Operations Analyst ...to and includes the Dynamics CRM system and BST Financial System, as well as the processes and procedures… more
- Robert Half Finance & Accounting (Vacaville, CA)
- Description We are looking for a skilled Financial Planning Analyst to join our team in Solano County, California. This role is integral to driving ... Economics, or a related field. * Minimum of 4-6 years of experience in financial planning and analysis, corporate finance, or a related role. * Proven ability to… more
- AAA Northern California, Nevada & Utah (Walnut Creek, CA)
- …innovative spirit of our Team Members. JOB SUMMARY Our Senior Business & Financial Analyst , will support the business strategy and objectives through data-driven ... analysis, reporting and financial planning . ESSENTIAL FUNCTIONS + Data and Financial Analysis: Perform complex analysis with financial and business… more
- AeroVironment (Petaluma, CA)
- **Worker Type** Regular **Job Description** **Summary** The Financial Compliance Analyst assists in interpreting and implementing concepts to ensure adherence to ... forecasting support; reconciliations and related analysis; supports short-range and long-range planning and analysis; performs initial root cause analysis and helps… more
- Sysco (Walnut Creek, CA)
- …to deliver financial and strategic results through the utilization of Financial Planning and Analysis of best practices. Support corporate Financial ... stakeholders on the AOP process. + Support monthly/quarterly business review process. + Financial modeling and ad hoc analytics. + Develop and identify insights and… more
- TIAA (Walnut Creek, CA)
- …Planner (CFP) - Certified Financial Planner Board of Standards preferred Or + Chartered Financial Analyst - Level I - Chartered Financial Analyst ... and organically growing their practice through referrals to deliver financial solutions that ignite the dreams of the people...tremendous pride in your knowledge of investment solutions and planning prowess to diagnose the needs of clients and… more
- Citigroup (Walnut Creek, CA)
- …gain incremental wallet share of the affluent and High Net Worth segment with financial planning and excellent discovery and profiling skills. + Anticipate the ... The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role....using Money Guide Pro, or NaviPlan Select, or similar financial planning software preferred. + Basic understanding… more
- Amazon (Vacaville, CA)
- …management and dock personnel. The Dock Clerk will be responsible for planning inbound arrivals, ensuring carrier compliance, managing buffers and leading dock ... associates at stations with amnesty processing and prevention. Data Analyst : This Data Analyst role will work...package, in addition to a full range of medical, financial , and/or other benefits. For more information, please visit… more
- Robert Half Finance & Accounting (Benicia, CA)
- …cash management, budgeting and forecasting. Must be a strong communicator and skilled financial analyst . This person will have responsibility for creating and ... o Strategic Thinking: Ability to think strategically and contribute to long-term financial planning . o Compliance Knowledge: Understanding of relevant … more
- Columbia Bank (Walnut Creek, CA)
- …experience and training, required. + Master of Business Administration and/or Chartered Financial Analyst designation, preferred. + 5 yearsof industry work ... and support our broader purpose. Think of us as financial partners, because at Columbia, we believe the best...and decision making. + Familiarity with trust law, estate planning and fiduciary responsibilities. + Demonstrates compliance with all… more
- Elevance Health (Walnut Creek, CA)
- …substance abuse or substance abuse disorder assessment coordination implementation case planning monitoring and evaluating to promote quality member outcomes to ... that do not require licensure a Board Certified Behavioral Analyst (BCBA) is also acceptable if all of the...+match, stock purchase plan, life insurance, wellness programs and financial education resources, to name a few. Elevance Health… more
