- 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
- Bank of America (Roseville, CA)
- Financial Solutions Advisor - North Sacramento Area Yuba City, California;Roseville, California; Rocklin, California; Chico, California **To proceed with your ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Yuba-City/ Financial -Solutions- Advisor North-Sacramento-Area\_25041226) **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
- Robert Half Finance & Accounting (Sacramento, CA)
- …or Finance required; MBA or CPA preferred. + 10+ years of experience in accounting or financial planning & analysis . + Minimum of 3 years in a senior-level ... business insights. Key Responsibilities + Lead the annual budgeting and multi-year financial planning processes, ensuring alignment with business goals and… 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) + 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: + ... + 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)
- …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
- Guidehouse (Sacramento, CA)
- …following segments: + Defense & Security + Communities, Energy & Infrastructure + Financial Services + Health + Technology **What You Will Do** **:** The Guidehouse ... set and achieve long term goals + Perform accurate analysis and design effective solutions to a variety or...operations and refine processes + Serve as a trusted advisor to senior leadership + Evaluate and suggest improvements… 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