Financial Planning Manager

Job OverviewForum Financial Management, LP is a rapidly growing Registered Investment Advisory Firm (RIA) with over $8.5 billion in assets under management. We are seeking a highly motivated and detail-oriented Associate Financial Advisor to join our Thousand Oaks office.Key ResponsibilitiesDeliver exceptional client service and provide operational support...

Associate Financial AdvisorForum Financial Management, LP is a rapidly growing Registered Investment Advisory Firm (RIA) that has over 7 billion AUM. Our firm was founded in 2005 and has grown by greater than 25% annualized over the last 10 years. We use a highly diversified investment strategy derived from decades of academic research, which we call...

Associate Financial AdvisorForum Financial Management, LP is a rapidly growing Registered Investment Advisory Firm (RIA) that has over 7 billion AUM. Our firm was founded in 2005 and became an independent RIA in 2009. We have grown by greater than 25% annualized over the last 10 years.We are seeking an Associate Financial Advisor to join our Thousand Oaks...

Job SummaryWe are seeking a highly skilled Financial Planning Manager to join our team at Sensata Technologies. As a key member of our finance department, you will be responsible for analyzing financial data, developing financial models, and providing strategic recommendations to senior management.Key ResponsibilitiesAnalyze financial data and develop...

Job SummaryWe are seeking a highly skilled Financial Planning Analyst to join our team at SSi People. As a key member of our finance team, you will be responsible for providing financial planning and analysis services to our area(s) assigned.Key ResponsibilitiesProvide analytical support to senior management in preparing long-range plans, annual budgets,...

Job Title: Program Director and Lecturer in Financial PlanningCalifornia Lutheran University is seeking a highly qualified and experienced Program Director and Lecturer in Financial Planning to join our faculty. The successful candidate will be responsible for teaching undergraduate and graduate courses in financial planning, as well as serving as the...

Job Title: Program Director and Lecturer in Financial PlanningCalifornia Lutheran University is seeking a highly qualified Program Director and Lecturer in Financial Planning to join our faculty team. As a key member of our School of Management, you will be responsible for providing academic instruction to students, serving as an academic advisor, and...

Associate Financial AdvisorForum Financial Management, LP is a rapidly growing Registered Investment Advisory Firm (RIA) with over $8.5 billion in assets under management. We are seeking an Associate Financial Advisor to join our Thousand Oaks Office who is eager to learn about financial planning and the investment management industry.Job...

Associate Financial AdvisorForum Financial Management, LP is a rapidly growing Registered Investment Advisory Firm (RIA) that has over 7 billion AUM. Our firm was founded in 2005 and has grown by greater than 25% annualized over the last 10 years. We use a highly diversified investment strategy derived from decades of academic research, which we call...

Job Title: Finance ManagerWe are seeking a highly skilled Finance Manager to join our team at Randstad. As a key member of our finance department, you will be responsible for providing financial guidance and support to our business units.Key Responsibilities:Develop and implement financial strategies to drive business growth and profitability.Manage...

Job Description:We are seeking a highly skilled Wealth Management Planning Consultant to join our team. As a key member of our Private Wealth Management team, you will be responsible for providing exceptional customer service to our most sophisticated and valued clients.The Expertise We're Looking For:FINRA Series 7 & 63 licensed; Series 65 or 66 licensed...

Job OverviewCentury Group is partnering with a client seeking a skilled Controller to lead their accounting team in a remote role. The ideal candidate will have 7-10 years of progressive accounting experience, with a strong background in financial reporting and system implementation. Key responsibilities include preparing and presenting accurate financial...

Job SummaryWe are seeking a highly skilled and experienced Finance Manager to join our team at Swickard Auto Group. As a key member of our dealership's financial operations, you will be responsible for securing financing for customers, structuring deals, and presenting financial and insurance products to maximize customer satisfaction and dealership...

Job Title: Chief Financial OfficerWe are seeking a visionary Chief Financial Officer to lead our financial strategy and operations at Ad Leverage, a forward-thinking advertising agency.Job OverviewThe Chief Financial Officer will serve as a key member of the executive team, overseeing all financial aspects of the company. The ideal candidate will have...

Job Title: Finance ManagerAt Swickard Auto Group, we're revolutionizing the car-buying experience with hospitality. We're seeking a highly skilled Finance Manager to join our team.Responsibilities:Meet with customers to discuss financing options and assess their creditworthiness.Negotiate loan terms and interest rates with lenders on behalf of the...

Chief Financial Officer (CFO) Job DescriptionWe are seeking an experienced and strategic CFO with a minimum of 5 years in healthcare finance, preferably within private practice settings, to join our thriving rheumatology and internal medicine practice.Key Responsibilities:Manage financial operations, including budgeting, forecasting, and revenue cycle...

Program Control Analyst OpportunityAn exciting chance to join a growing Defense Manufacturing organization that offers growth and an excellent bonus package.We are representing a leading Defense Manufacturing organization that focuses on compound semiconductor devices and optical sensors for the US Government.The organization is seeking a Program Control...

Program Control Analyst Job DescriptionAn exciting opportunity to join a growing Defense Manufacturing organization that offers growth and an excellent bonus package.We are representing a leading Defense Manufacturing organization that focuses on compound semiconductor devices and optical sensors for the US Government.The organization is seeking a Program...

{"h2": "Reporting Analyst Role", "p": "As a Reporting Analyst at California Lutheran University, you will play a key role in supporting the Executive Director of Budget and Financial Planning. Your primary responsibilities will include providing data and systems support for budget development and 5-year operations forecast, developing and maintaining...

About the RoleWe are seeking a highly skilled Senior Financial Analyst to join our team at Takeda. As a key member of our finance team, you will play a critical role in supporting financial planning, forecasting, and analysis, as well as ensuring compliance with SOX, IFRS, and other regulatory requirements.Key ResponsibilitiesAdminister semi-annual financial...