- Cardinal Health (San Diego, 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
- Raymond James Financial, Inc. (San Diego, CA)
- …Advisors for success. In conjunction with a Mentor, Branch Manager, and/or a team of Financial Advisors, the Financial Advisor Trainee will learn to build an ... trained and skilled to effectively and efficiently perform the Financial Advisor role: + If hired as...abreast of investment products, industry rules and regulations, and financial planning . + Performs other duties and… more
- Navy Federal Credit Union (San Diego, 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, and financial analysis software + Understanding of economic and accounting… more
- Deloitte (San Diego, CA)
- …on October 31, 2025. Work you'll do:As a Deloitte Consulting Health Actuary Advisor in Deloitte Human Capital, you will provide technical and analytical support in ... liabilities for compliance with applicable regulatory requirements. + Coordination of planning , managing execution, and delegation of project tasks to ensure quality… more
- Deloitte (San Diego, CA)
- …Enrolled Agent + Alternative Certification: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) Preferred: + Advanced degree such as MST ... do: As a Tax Senior in the FTS-DART (Depreciation Analysis & Reporting Tool) group, you will be responsible...and state deferred tax balances. Computing tax depreciation for financial forecasts, tax provision, long-range planning , and… more
- Columbia Bank (San Diego, 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
- General Atomics (Poway, CA)
- …Maintainability (RAM) Engineering Group. This position is responsible for the planning , managing and technical performance of a RAM engineering team. Manage ... all activities for assigned engineering project(s) including planning and managing technical performance to ensure quality, business, and financial objectives… more
- Sharp Electronics Corporation (Santee, CA)
- …professional development, and mentorship + Full suite of voluntary insurance benefits for financial planning (auto, home, ID protection and legal) + Dynamic ... compliance with corporate policies and act as the senior financial and business advisor to Branch Leadership,...conditions. - Lead budgeting and forecasting efforts, perform variance analysis , and monitor trends. - Provide financial … more
- Fifth Third Bank, NA (San Diego, CA)
- …This position requires a strong understanding of credit, commercial products and financial statement analysis , in order to offer beneficial banking solutions ... and capital market advice. + Strong business acumen, to include detailed analysis , review of financial statements and understanding of accounting principles.… more
- Deloitte (San Diego, CA)
- …If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability ... providing tax compliance and consulting services including restructuring, acquisition planning , tax controversy, philanthropic tax planning , unrelated business… more
- BAE Systems (San Diego, CA)
- …In this role, the Human Resources Director is responsible for strategizing, planning , organizing, and coordinating all aspects of HR Management, including the ... implementation of key activities related to succession planning , talent management, benefits, compensation, performance management, and high potential assessment and… more
- Deloitte (San Diego, 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 (San Diego, 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 (San Diego, 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
- Sumitomo Pharma (San Diego, CA)
- …to deliver strategic sourcing, contract management, supplier market intelligence, financial productivity, supplier performance management, and risk mitigation. The ... success. This individual will continually seek out opportunities to be a proactive advisor to the business, while maintaining deep knowledge and expertise in the… more
- Deloitte (San Diego, 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 (San Diego, 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
- Sharp HealthCare (San Diego, CA)
- …position requires the ability to combine clinical/quality considerations with regulatory/ financial /utilization review demands to assure patients are receiving care ... Professional developmentThe RN CM I will:Actively participates in the performance- planning , competency and individual development planning process.Maintain… more
- Sharp HealthCare (La Mesa, CA)
- …position requires the ability to combine clinical/quality considerations with regulatory/ financial /utilization review demands to assure patients are receiving care ... Professional developmentThe RN CM will:Actively participates in the performance planning , competency and individual development planning process.Maintain current… more
- Deloitte (San Diego, 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