Current jobs related to Sr. Financial Planning - Irvine - Tungsten Automation Corporation

  • Estate Planning Coordinator

    2 weeks ago

    Irvine, California, United States Financial Planning Ministry Full time

    Job OverviewWe are seeking a detail-oriented Estate Planning Coordinator to join our team at Financial Planning Ministry. As a key member of our team, you will be responsible for analyzing estate plan requests, obtaining critical information, and completing various documents with accuracy.Key Responsibilities:Manage a high-volume caseload of requests for new...

  • Estate Planning Document Specialist

    4 weeks ago

    Irvine, California, United States Financial Planning Ministry Full time

    Job OverviewWe are seeking a detail-oriented Document Preparer to join our team at Financial Planning Ministry. As a key member of our team, you will play a crucial role in analyzing estate plan requests, obtaining critical information, and preparing accurate documents.Key Responsibilities:Manage a high-volume caseload of requests for new documents and...

  • Financial Planning Specialist

    2 weeks ago

    Irvine, California, United States Pure Financial Advisors Full time

    Join Pure Financial Advisors as a Financial Planning SpecialistPure Financial Advisors, LLC is a fee-only Registered Investment Advisor (RIA) dedicated to providing exceptional financial planning services and tax-optimized investment management solutions. Our team of experienced professionals is committed to helping clients achieve their financial goals...

  • Financial Planning Expert

    6 days ago

    Irvine, California, United States Pure Financial Advisors, LLC Full time

    About Pure Financial Advisors, LLCPure Financial Advisors, LLC is a fee-only Registered Investment Advisor (RIA) dedicated to providing comprehensive retirement planning services and tax-optimized investment management solutions. Our team of experienced financial professionals works closely with clients to understand their unique needs and goals, offering...

  • Financial Analyst Sr

    2 weeks ago

    Irvine, California, United States loanDepot Full time

    Financial Analyst SrJoin loanDepot, a digital commerce company revolutionizing the mortgage industry, as a Financial Analyst Sr. In this role, you will be responsible for leading the aggregation of the annual budget, driving recurring forecasts, and developing long-term financial models. You will analyze and interpret financial data to provide insights and...

  • Financial Analyst Sr

    4 weeks ago

    Irvine, California, United States loanDepot Full time

    Financial Analyst Sr Job DescriptionloanDepot is seeking a highly skilled Financial Analyst Sr to join our team. As a key member of our finance department, you will be responsible for providing financial insights and analysis to support business decision-making.Key Responsibilities:Develop and maintain complex financial models to support business planning...

  • Financial Planning Specialist

    1 month ago

    Irvine, California, United States MST Financial Wealth Management and Insurance Services Full time

    Financial Planner RoleWe are a successful, fast-paced Financial Services Wealth Management firm seeking a skilled Financial Planner to join our team. As a Financial Planner, you will work closely with our Private Wealth Advisors to deliver financial security to high net worth clients through a comprehensive planning process.Key Responsibilities:Compile...

  • Financial Planning Manager

    2 weeks ago

    Irvine, California, United States Goldman Sachs Full time

    About This RoleAt Goldman Sachs, we're committed to empowering our clients and customers to reach their financial goals. As a Financial Planning Manager, you'll play a critical role in helping our clients achieve their objectives through expert financial planning and management.ResponsibilitiesDevelop Advanced Financial Plans: Create comprehensive financial...

  • Financial Planning Manager

    2 weeks ago

    Irvine, California, United States FirstService Residential Full time

    Job Title: Financial Planning ManagerFirstService Residential is seeking a highly skilled Financial Planning Manager to join our team. As a key member of our finance department, you will be responsible for leading the development and implementation of financial planning and analysis processes, ensuring accurate and timely execution of financial plans and...

  • Financial Planning Manager

    4 weeks ago

    Irvine, California, United States US Tech Solutions Full time

    Job Title: Financial AnalystUS Tech Solutions is seeking a highly skilled Financial Analyst to join our team. As a Financial Analyst, you will play a critical role in overseeing the financial planning and analysis processes across our businesses.Key Responsibilities:Develop and manage financial plans, forecasts, and budgets to ensure alignment with corporate...

  • Financial Planning Specialist

    7 days ago

    Irvine, California, United States Orion Engineering, Inc. Full time

    Financial Planning and Analysis RoleOrion Engineering, Inc. is seeking a skilled Financial Planning and Analysis professional to join our team. As a Financial Planning and Analysis specialist, you will be responsible for overseeing the financial planning and analysis processes and requirements across supported businesses.The ideal candidate will have strong...

  • Financial Planning Professional

    1 month ago

    Irvine, California, United States Northwestern Mutual Full time

    Financial Planning Internship at Northwestern MutualAs a Financial Planning Intern at Northwestern Mutual, you will be part of a top-ranked internship program that trains you in financial analysis, entrepreneurship, sales, business development, marketing, and communication. Our College Financial Representatives help clients achieve financial freedom through...

  • Financial Planning Manager

    4 weeks ago

    Irvine, California, United States Spectraforce Technologies Full time

    Job Title: Financial Analyst IIJob Summary:We are seeking a highly skilled Financial Analyst II to join our team at Spectraforce Technologies. As a key member of our finance department, you will be responsible for providing financial guidance, analyzing financial data, and developing business solutions to drive growth and profitability.Key...

  • Financial Planning Intern

    3 weeks ago

    Irvine, United States Northwestern Mutual Full time

    Financial Planning Interns at Northwestern Mutual Orange County-are a part of a top program ranked “One of America’s Top Ten Internships.” Our internship program trains in the areas of financial analysis, entrepreneurship, sales, business development, marketing, and communication.Our College Financial Representatives help their clients live more and...

  • Financial Planning Intern

    1 month ago

    Irvine, United States Northwestern Mutual Full time

    Financial Planning Interns at Northwestern Mutual Orange County-are a part of a top program ranked “One of America’s Top Ten Internships.” Our internship program trains in the areas of financial analysis, entrepreneurship, sales, business development, marketing, and communication.Our College Financial Representatives help their clients live more and...

  • Financial Planning Manager

    3 weeks ago

    Irvine, California, United States Spectraforce Technologies Full time

    Job Title: Financial Analyst IIJob Summary:The Financial Analyst II will provide financial guidance and support to the business, overseeing the financial planning and analysis processes and requirements across supported businesses. The successful candidate will have strong financial, analytical, and problem-solving skills, with the ability to operate...

  • Financial Planning Manager

    4 weeks ago

    Irvine, California, United States US Tech Solutions Full time

    Job Title: Financial AnalystUS Tech Solutions is seeking a highly skilled Financial Analyst to join our team. As a Financial Analyst, you will play a critical role in overseeing the financial planning and analysis processes across our businesses.Key Responsibilities:Oversee and manage all aspects of monthly, quarterly, and annual planning, including P&L,...

  • Financial Planning Manager

    1 month ago

    Irvine, California, United States FirstService Residential Full time

    Job OverviewThe Financial Planning Manager is a key role within the Finance team, responsible for leading the development and implementation of financial planning and analysis processes. This position demands a high degree of business acumen, analytical and problem-solving skills, and the ability to synthesize information into actionable recommendations and...

  • Financial Analyst Senior

    1 month ago

    Irvine, California, United States loanDepot Full time

    Financial Analyst, SrJoin loanDepot, a digital commerce company, as a Financial Analyst, Sr, and contribute to the success of our mortgage industry-leading business. As a key member of our finance team, you will play a critical role in driving business growth and profitability through financial planning, analysis, and modeling.Key Responsibilities:Financial...

  • Financial Planning Manager

    3 days ago

    Irvine, California, United States FirstService Residential Full time

    Job Overview:The Manager, Financial Planning and Analysis is a pivotal role within the Finance team at FirstService Residential. We are seeking a dynamic and proactive Manager of Financial Planning & Analysis to drive the company's financial and business objectives.This position demands a blend of ambition, independence, and collaboration, offering the...

Sr. Financial Planning

3 months ago

Irvine, United States Tungsten Automation Corporation Full time

Job Purpose Develop and maintain financial models to provide business and financial analysis to support company initiatives and act as financial advisor to Finance Management and business functions. Key Responsibilities Long Term Plan (LTP) Model and Forecasting / Budgeting Develop and maintain model on a regular basis, work with various business units and functions to gather inputs, generate sensitivity analysis, and create reports and presentations. Model various corporate strategic initiatives and layer on to the LTP model. Assist with the monthly forecast and annual budget activities. Commission analyses Assist with testing and implementation of commission plans. Work on monthly commission expense and other ad hoc commission related projects. Ad hoc analyses Create financial models and what-if scenarios to generate insights on various strategic matters. Research and present meaningful, impactful, and timely business and financial analysis to guide Finance Management and business functions to improve operating and financial performance. M&A Develop financial model for integration and work with various business functions to gather inputs for the model. Assist with due diligence. Interact with business functions of acquired companies to track performance. Assist with budgeting and monthly forecasting for acquired company. Prepare various presentations and financial reports to investors. Work on special projects as needed. #J-18808-Ljbffr