Strategic Financial Planning Expert
1 week ago
A Senior Financial Analyst plays a pivotal role in the finance industry, assisting organizations in making informed business decisions. They are responsible for scrutinizing financial data, preparing comprehensive reports, performing budgeting and forecasting, analyzing business trends, and recommending improvements to enhance overall performance.
To excel in this position, individuals must demonstrate a deep understanding of financial principles and proficiency in analytical tools. A bachelor's degree in Finance, Economics, or a related field is typically required, while a master's degree or professional certifications like the Chartered Financial Analyst (CFA) or Certified Public Accountant (CPA) can be advantageous. Proficiency in financial modeling and forecasting techniques, as well as extensive experience with financial software and spreadsheets, are essential skills for this role.
Key Responsibilities:- Review and analyze financial data to inform business decisions.
- Develop and maintain accurate financial models to predict future budget needs.
- Evaluate capital expenditures and ensure optimal financial health.
- Communicate complex financial information effectively to stakeholders.
The ideal candidate will possess strong analytical skills, a high level of accuracy, and excellent communication abilities. They should have a proven track record of success in financial planning and analysis, with a strong understanding of financial concepts and regulations.
We estimate the salary for this position to be around $90,000 - $120,000 per year, depending on location and experience.
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Strategic Planning Expert
1 week ago
San Diego, California, United States LPL Financial Full timeJob SummaryWe are seeking an experienced Strategic Planning Expert to join our team. The ideal candidate will have a strong background in finance and strategy, with excellent communication skills.About the RoleThe Vice President, Strategic Planning & Investments is a highly visible role that includes frequent interaction with firm leadership. You will...
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San Francisco, California, United States Northstar Staffing Solutions Full timeNorth Star Staffing Solutions is a leading staffing firm in Denver, Colorado, with over 10 years of experience in delivering exceptional services and building long-lasting relationships with clients. Our mission is to connect great people with great organizations, fostering growth and success in the financial sector.About North Star Staffing SolutionsA...
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Strategic Financial Expert for Healthcare
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San Francisco, California, United States University of California - San Francisco Full timeJob OverviewThe University of California, San Francisco (UCSF) is seeking a highly skilled Strategic Financial Expert to join its team as a Senior Financial Analyst. This role will be based in San Francisco, CA.About the RoleWe are looking for an experienced financial professional to manage a complex portfolio of funds, develop and monitor annual budgets,...
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Financial Planning Expert
7 days ago
San Francisco, California, United States Crusoe Full timeAbout This OpportunityWe are seeking a skilled Financial Planning Expert to join our Finance team at Crusoe. As a key member of our corporate finance group, you will play a vital role in supporting the Senior Finance Manager and driving critical finance initiatives across the organization.In this highly visible role, you will be responsible for analyzing...
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Financial Planning Expert
3 weeks ago
San Francisco, California, United States OBXtek Full timeAbout OBXtekOBXtek is a leading provider of innovative technology solutions to the US Federal Government. With a strong presence in the industry, we offer cutting-edge solutions that meet the evolving needs of our customers.Job SummaryWe are seeking an experienced Financial Planning Expert to join our team. This role will be based within the USAF Office of...
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Strategic Financial Planning Analyst
4 weeks ago
San Francisco, California, United States The Nylas Api Full timeAbout NylasNylas operates as a virtually distributed organization, embracing remote work as part of its core identity. This approach allows for a diverse and dynamic team to collaborate effectively across different locations.The Company Overview:Nylas specializes in simplifying email, calendar, and contact management integrations for developers. Our APIs...
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Senior Financial Planning and Analysis Expert
4 weeks ago
San Francisco, California, United States OneMain Financial Full timeAbout OneMain FinancialOneMain Financial is a leading provider of personal loans, credit cards, and other financial products to nonprime customers. With a history dating back to 1912, we have a strong commitment to improving the financial well-being of hardworking Americans.
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Financial Planning Strategist
3 weeks ago
San Diego, California, United States LPL Financial Full timeWe are seeking a skilled Financial Planning Strategist to join our team at LPL Financial. This is an exciting opportunity for someone who thrives in a fast-paced environment and has experience building financial models.Job Overview:The Strategic Planning & Investments team within FP&A leads the firm Investment Committee and serves as the connection point...
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Strategic Financial Planning Analyst
4 weeks ago
San Juan Capistrano, California, United States Creative Financial Staffing Full timeLooking for a dynamic opportunity in financial planning and analysis? Creative Financial Staffing is seeking an experienced FP&A Analyst to join our team. As a key member of our finance department, you will play a critical role in analyzing operational and financial data, building databases, and preparing reports for senior management.The successful...
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Wealth Planning Expert
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Financial Planning Specialist
7 days ago
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Senior Financial Planning and Analysis Manager
1 month ago
San Juan Capistrano, California, United States Creative Financial Staffing Full timeFinancial Planning and Analysis (FP&A) plays a crucial role in driving business growth and decision-making. As the Senior FP&A Manager at Creative Financial Staffing, you will be responsible for providing strategic financial insights and projections to support our finance team.The ideal candidate will have over seven years of experience in finance or...
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Strategic Global Benefits Expert Leader
2 weeks ago
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Strategic Planning and Operations Expert
4 weeks ago
San Jose, California, United States Renesas Electronics Full timeRenesas Electronics is a leading embedded semiconductor solution provider driven by its Purpose 'To Make Our Lives Easier.' We have evolved to provide scalable and comprehensive semiconductor solutions for automotive, industrial, infrastructure, and IoT industries based on the broadest product portfolio.Job SummaryWe are seeking an experienced Principal...
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Financial Planning Expert
1 month ago
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Financial Director of Operations
4 weeks ago
San Francisco, California, United States Creative Financial Staffing Full timeJob DescriptionWe are seeking a seasoned financial professional to join our leadership team as Director of Finance & Human Resources. In this pivotal role, you will oversee the business operations of our school, driving strategic decision-making and ensuring the effective management of our finances and human resources.Responsibilities:Financial...
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Regional Financial Expert Advisor
4 weeks ago
San Diego, California, United States Independent Financial Group , LLC Full timeHome Office Regional ConsultantIndependent Financial Group, LLC (IFG) is a pioneering privately held independent broker-dealer based in San Diego, California. Founded in 2003, IFG offers an array of business solutions supporting over 655 total registered representatives across 410 offices nationwide.As a prominent player in the financial industry, IFG has...
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San Francisco, California, United States Column Full timeAbout UsColumn is a cutting-edge banking and software company that streamlines the financial services space by providing technology-forward banking solutions. Our team of experts has founded and scaled companies like Plaid, Square, SoFi, Blend, and Affirm, understanding the complexities of traditional banks and infrastructure stacks.We aim to simplify and...
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Strategic Banking Expert
6 days ago
San Francisco, California, United States SGS Société Générale de Surveillance SA Full timeJob SummaryWe are seeking a highly skilled Strategic Banking Expert to join our team at SGS Société Générale de Surveillance SA. As an Investment Banking Associate, you will play a critical role in the origination and execution of all investment banking and ECM transactions.This includes equity and equity-linked new issues, as well as other investment...
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Strategic Finance Expert
1 week ago
San Francisco, California, United States Qualia Full timeUnlock Business PotentialWe're seeking an experienced Strategic Finance Expert to join our team at Qualia, a leading B2B real estate technology company. This role offers a unique opportunity to drive business growth, optimize financial performance, and shape the future of our organization.As a key member of our Strategic Finance Team, you'll work closely...