Lead Financial Advisor

Position OverviewAs a Financial Services Advisor at Monterra Credit Union, you will play a pivotal role in assisting our members with their financial needs.Key ResponsibilitiesComprehensive Knowledge: Utilize your extensive understanding of financial products and services to guide members effectively.Collaborative Environment: Engage in a team-oriented...

Financial Advisor/Senior Financial AdvisorSummitry is a Bay Area wealth management firm with $2B in assets, 40+ employees and over 1000 clients, offering personalized financial planning and investment strategies, rooted in local insight. Join an innovative and collaborative team, focused on being the most admirable advisory firm helping families thrive...

Job OverviewLHH Recruitment Solutions is actively seeking a Lead Financial Accountant to enhance our client's finance department. This full-time position is designed to be fully remote, catering to candidates within the Bay Area.The Lead Financial Accountant will report directly to the Controller and will be tasked with managing Accounts Payable and Accounts...

Job Title: Lead Financial StrategistAlation is on the lookout for a driven Lead Financial Strategist to enhance our team. This role will report directly to the Director of Financial Planning & Analysis for our Go-to-Market Teams, collaborating closely with leaders in Marketing, Business Development, and Sales to propel financial and operational planning...

Position Summary:The Senior Financial Analyst will be an integral member of the Financial Planning and Analysis (FP&A) team at EA, supported by a dedicated and enthusiastic group.This role encompasses delivering strategic financial insights related to revenue, profit margins, forecasts, and reporting across both retail and digital markets in North...

About the RoleWe are seeking a highly skilled Tax Advisor to join our team at H&R Block. As a Tax Advisor, you will be responsible for providing expert tax guidance and support to our clients, helping them navigate complex tax laws and regulations.Key ResponsibilitiesBuild and maintain strong relationships with clients, understanding their unique tax needs...

Position Overview: The primary role of the Insurance Verifier/Financial Advisor is to guarantee that suitable reimbursement options are established for the services rendered. This includes assessing patients for potential eligibility for Medi-Cal or Charity Care if they lack insurance or are underinsured. Key responsibilities include: Verification of...

Job OverviewWe are seeking a highly skilled Tax Accountant to join our team at U.S Multinational Law Firm. As a key member of our financial team, you will be responsible for providing expert tax advice and support to our clients.Key Responsibilities:Collaborate with the Director of Tax to develop and implement tax strategiesPrepare accurate and timely tax...

Job DescriptionJob Title: Wealth AdvisorCompany: TalentLink SolutionsJob Type: Full-timeLocation: RemoteAbout Us: TalentLink Solutions is a leading provider of wealth management services, dedicated to helping individuals and families achieve their financial goals.Job Summary: We are seeking an experienced Wealth Advisor to join our team. The successful...

Job SummaryJob Title: Corporate Financial ManagerLocation: Redwood City, CAJob Type: Full Time - PermanentPay Range: USD 140K per annum plus benefitsJob Description:Key ResponsibilitiesFinancial Management:Oversee the preparation of financial statements, ensuring accuracy and compliance with Generally Accepted Accounting Principles (GAAP).Manage all...

Job Title: Director of Financial OperationsInternal Job ID:Location:Salary: $140,000 - $180,000 / year**Job Summary:**We are seeking a highly experienced Director of Financial Operations to oversee the nationwide grant compliance and reporting process for 40 school programs in 5 states. This role will also be responsible for financial budgeting, forecasting,...

About the RoleWe are seeking a highly skilled Financial Analyst to join our team at Informatica. As a key member of our Financial Planning and Analysis (FP&A) team, you will play a critical role in providing financial insights and guidance to support the organization's long-term goals and strategies.Key ResponsibilitiesSupport workforce planning by...

ABOUT ZŪMZūm has transformed the landscape of student transportation, which is the largest mass transit system in the country. Our comprehensive cloud-based platform offers a modernized service tailored for school districts, focusing on the needs of children and the expectations of their families. Zūm delivers a unified, real-time interface for parents,...

Position Title: Director of Finance, Grants & RevenueLocation: RemoteCompensation: $140,000 - $180,000 annuallyA prominent national non-profit organization focused on K-5 charter and public education is seeking a Director of Finance, Grants & Revenue. This pivotal role involves overseeing the compliance and reporting processes for grants across 40...

Job Title: Director of Financial OperationsInternal Job ID:Location:Salary: $140,000 - $180,000 / year**Job Summary:**We are seeking a highly experienced Director of Financial Operations to oversee the nationwide grant compliance and reporting process for 40 school programs in 5 states. This role will also be responsible for managing the associated financial...

ABOUT ZOOMCARZoomcar is redefining the landscape of student transportation, the largest mass transit system in the country. Our comprehensive cloud-based platform is designed to provide a modernized service for educational institutions, tailored to meet the needs of students and the expectations of their families. We offer a unified, real-time interface for...

OUR MISSION: A SUBSCRIPTION-BASED FUTURE.Location: Flexible (Remote or Bay Area)At Zuora, we are at the forefront of a transformative shift towards the Subscription Economy. This evolution is not merely a trend; it has established a new standard for businesses worldwide, focusing on fostering enduring relationships with customers.Our Zuora Monetization Suite...

Join a prominent player in the alternative investment sector as a Lead Financial Analyst. This role offers a chance to work in a dynamic environment with a focus on financial strategy and analysis.Position: Lead Financial AnalystCompany: Abacus Group, LLCKey Responsibilities:Assist in operational functions through detailed secondary reportingGenerate...

Position Title: Revenue Cycle Analyst, HealthcareA prominent organization in the healthcare sector is looking to enhance its team by adding a Revenue Cycle Analyst. This position involves executing a range of standard, recurring, and moderately intricate financial assessments to support the operational business requirements of the revenue cycle. The role...

As a Senior Financial Analyst at Direct Staffing Inc, you will play a pivotal role in the Financial Planning and Analysis (FP&A) team, working closely with the senior management of the Chief Marketing Officer (CMO) Organization. This position offers a unique opportunity to act as a strategic partner within the GLOBAL MARKETING ORGANIZATION and the ORIGIN...