Financial Planning Specialist

4 weeks ago


San Francisco, California, United States Famwork Full time
Job Role:

At Famwork, we're looking for a skilled Financial Planning Specialist to join our team. As a key member of our finance department, you'll be responsible for analyzing financial data, preparing reports, and making recommendations to management.

Responsibilities:

  • Analyze financial data to identify trends and insights
  • Develop and maintain financial models and forecasts
  • Collaborate with management to develop annual budgets and five-year plans
  • Review and analyze financial transactions for accuracy
  • Stay up-to-date with industry developments and best practices

Requirements:

  • Bachelor's degree in Accountancy and/or Finance
  • CPA certification
  • 2+ years of experience in a similar role
  • Strong analytical and problem-solving skills
  • Proficient in Microsoft Office applications, especially Excel


  • San Diego, California, United States Corebridge Financial Full time

    We are seeking a highly motivated and experienced Financial Advisor to join our team at Corebridge Financial. As a Financial Advisor, you will be responsible for providing personalized retirement and financial planning experiences for our customers and their families.You will meet with existing and prospective clients to plan their financial future,...


  • San Francisco, California, United States VamosVentures Full time

    Finance Associate RoleAt VamosVentures, we're looking for a skilled Finance Associate to join our team. As a key member of our Finance team, you will be responsible for leading our monthly management reporting process, where you will surface key performance indicators and identify business opportunities for our leadership team.Key ResponsibilitiesOwn our...


  • San Diego, California, United States Pure Financial Advisors, LLC Full time

    Job Summary:Pure Financial Advisors, LLC is seeking a highly skilled Financial Planning Strategist to join our team. As a key member of our financial planning department, you will be responsible for developing and implementing comprehensive financial plans for our clients.Key Responsibilities:Analyze client financial data to create personalized financial...


  • San Jose, California, United States PayPal Full time

    Job Title: Financial Planning and Analysis SpecialistAbout the Role:We are seeking a highly skilled Financial Planning and Analysis Specialist to join our team at PayPal. As a key member of our SMB FP&A team, you will be responsible for providing comprehensive financial support to our MicroBusiness organization, focusing on the no-store...


  • San Diego, California, United States Vistage Worldwide, Inc. Full time

    About the RoleVistage Worldwide, Inc. is seeking an skilled Financial Planning and Analysis Specialist to drive business growth through data-driven insights. As a vital member of our team, you will leverage your analytical expertise to inform strategic decision-making and drive business outcomes.Key ResponsibilitiesDevelop and maintain accurate and...


  • San Jose, California, United States OneMain Financial Full time

    Empowering customers with responsible access to credit is at the heart of OneMain Financial's mission. As a Financial Services Representative - Loan Specialist, you will play a vital role in delivering personalized financial solutions to customers who need it most.Based in [location], this role is perfect for individuals who thrive in a fast-paced...


  • San Francisco, California, United States Russell Tobin Full time

    Event Planning OpportunityWe are seeking an experienced Event Planning Specialist to join our team at Russell Tobin. As an Event Planning Specialist, you will be responsible for planning and executing internal events that align with our company's mission.Key Responsibilities:Plan and coordinate internal events, including office Social Hours, holiday events,...


  • San Francisco, California, United States Brex Full time

    Brex is a leading company that empowers the next generation of businesses with innovative financial solutions. As a Financial Planning Analyst, you will play a crucial role in our finance team, working closely with our business units to evaluate key performance indicators and drive results.Key Responsibilities:Lead our monthly management reporting process,...


  • San Jose, California, United States PayPal Full time

    Job DescriptionWe are seeking a highly skilled Financial Planning and Analysis Specialist to join our team at PayPal. As a key member of our SMB FP&A team, you will be responsible for providing comprehensive financial support to our MicroBusiness organization, focusing on the 'no-store' segment.This role will involve collaborating extensively across...


  • San Gabriel, California, United States Unavailable Full time

    Financial Consultant RoleWe are seeking a skilled Financial Consultant to join our team at East West Bank. As a Financial Consultant, you will work closely with clients to assess their financial situation and develop personalized financial plans that meet their short- and long-term goals.Key Responsibilities:Assess clients' financial situation by gathering...


  • San Jose, California, United States Experis Full time

    Financial Analyst RoleWe are seeking a skilled Financial Analyst to support our client in the financial industry. As a Financial Analyst, you will be responsible for developing and implementing financial concepts for financial planning and control.Key Responsibilities:Develop and interpret financial models to determine present and future financial...


  • San Francisco, California, United States Braze Full time

    About the RoleWe are seeking a highly skilled Financial Planning and Analysis (FP&A) Manager to join our growing team at Braze. As a key member of our Finance team, you will be responsible for identifying, analyzing, and reporting on key business metrics, as well as driving a rigorous budgeting and forecasting process.Key ResponsibilitiesAct as a trusted...


  • San Mateo, California, United States Summitry Full time

    Job SummarySummitry is seeking a highly skilled Financial Advisor/Senior Financial Advisor to join our team. As a key member of our wealth management firm, you will be responsible for managing client relationships, formulating and implementing financial advice, and collaborating with our Portfolio Managers and Partners to develop recommendations.Key...


  • San Francisco, California, United States GoodLeap Full time

    About GoodLeap: A technology company driving sustainable solutions, delivering financing and software products for solar panels, energy-efficient HVAC, heat pumps, roofing, windows, and more. Our platform has facilitated over $27 billion in financing since 2018, benefiting over 1 million homeowners. We support our award-winning nonprofit, GivePower, which...


  • San Francisco, California, United States GoodLeap Full time

    About the RoleWe are seeking a highly skilled Senior Financial Planning Manager to join our team at GoodLeap. As a key member of our finance department, you will be responsible for leading the annual budgeting process, developing long-term financial forecasts, and analyzing financial performance across all business units.Key ResponsibilitiesLead the delivery...


  • San Mateo, California, United States Summitry Full time

    Job Summary As a Financial Advisor/Senior Financial Advisor at Summitry, you will be responsible for managing existing client relationships and formulating advice. You will collaborate with Portfolio Managers, Partners, and other experienced Financial Advisors to develop recommendations. You will also partner with the Business Development team to develop...


  • San Diego, California, United States SOLV Energy Full time

    SOLV Energy is a leading engineering, procurement, and construction company providing solar services across North America.Job Summary:The Financial Analyst will lead complex financial analysis to deliver accurate forecasts, drive improvement, and ensure accurate financial reporting.Key Responsibilities:* Identify financial problems and opportunities from...


  • San Francisco, California, United States Astranis Full time

    Astranis is revolutionizing global connectivity by developing cutting-edge spacecraft technology. As a key member of our Finance and Accounting team, you will play a crucial role in driving our company's growth and success.We are seeking an experienced Financial Planning and Analysis Manager to join our team. In this role, you will be responsible for...

  • Business Analyst

    2 weeks ago


    San Francisco, California, United States City and County of San Francisco Full time

    We have a great opportunity for a Senior Financial Planning Business Analyst to join our team at {company}. In this role, you will be responsible for providing financial planning and analysis support to the business.Key Responsibilities:Develop and maintain financial models to support business planning and decision-makingProvide financial analysis and...


  • San Francisco, California, United States Astranis Full time

    Astranis is a pioneering space technology company bridging the digital divide by connecting the world's four billion people without internet access. Our mission is to make a significant impact in the lives of millions through innovative satellite technology.We're seeking a highly skilled Financial Planning and Analysis Manager to join our fast-scaling...