Jobs near San Mateo: 8,831
RS
Relevance Score ranked on: FINANCIAL PLANNING
Data Reporting and Analytics Consultant V - Lead - Financial Planning
Oakland
Remote from any KP location in CA, OR, CO, WA, GA, MD, VA D.C. Only. - - PLEASE NOTE: Salary ranges are geographically based. The posted range is for the Bay Area, CA. Lower ranges will apply for other labor markets outside of Northern, CA - Job Summary:This individual contributor is primarily respon...
Search Terms: Financial Planning, Analytics, Consultant, Reporting, Lead
83.8
15mi
Updated: May 22
Finance Director - Corporate Financial Planning & Analysis
San Francisco
The Director is responsible for leading the financial planning processes and conducting analytics on the entire P&L, collaborating closely with Regional and Functional FP&A teams alongside operations support functions that include Treasury, Tax, Investor Relations, External Reporting, Controllership ...
Search Terms: Financial Planning, Finance Director, Director, Corporate, Finance
83.6
15mi
Updated: May 21
Wealth Relationship Manager - San Mateo
San Mateo
Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment through the use of financial planning and excellent discovery and profiling skills. Anticipate the complex financial needs of the client and offer solutions through a wide range of pro...
Search Terms: Relationship Manager, Relationship, Manager, Wealth, Financial Planning
82.7
0mi
Updated: May 14
Head of Corporate Financial Planning & Analysis (FP&A)
San Francisco
Get to know Okta Okta is The World’s Identity Company. We free everyone to safely use any technology—anywhere, on any device or app. Our Workforce and Customer Identity Clouds enable secure yet flexible access, authentication, and automation that transforms how people move through the digital world, ...
Search Terms: Financial Planning, Financial, Leadership, Corporate, Corporate Strategy
82.3
15mi
Updated: May 01
Wealth Relationship Manager - Millbrae (Cantonese/Mandarin Speaking)
Millbrae
Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment through the use of financial planning and excellent discovery and profiling skills. Anticipate the complex financial needs of the client and offer solutions through a wide range of pro...
Search Terms: Relationship Manager, Relationship, Manager, Wealth, Financial Planning
78.9
4.7mi
Updated: May 14
Manager, Data and Analytics
Foster City
The Global Financial Planning and Analysis team serves as a strategic business partner for global business leaders and provides finance support for global business functions. We are an agile, highly visible team that collaborates across functions/product groups and play a leading role in providing fi...
Search Terms: Manager, Analytics, Financial Planning, Data, Leadership
78.3
3.4mi
Updated: May 15
Senior Analyst, Global Pricing Strategy
Foster City
The Global Pricing Strategy team at Visa is responsible for managing pricing with the objective of driving revenue growth of Visa’s network and adoption of value added services globally. Pricing is a critical lever in driving these objectives and is central to Visa’s business. The Global Pricing Stra...
Search Terms: Senior Analyst, Strategy, Pricing, Global, Analyst
78.2
3.4mi
Updated: May 31
Sr. Financial Analyst, NA Visa Direct FP&A
Foster City
Visa Direct is a payment service that Visa provides to clients (sending and receiving financial institutions, processors, merchants, and service providers) to facilitate fund transfers/disbursements to accounts around the world using push payment technology. The NA Financial Planning & Analysis team ...
Search Terms: Financial Analyst, Financial Planning, Financial, Forecasting, Analyst
78.2
3.4mi
Updated: May 31
Senior Wealth Advisor - International Personal Bank, San Francisco
San Francisco
Build relationships with new clients with the goal of bringing in new bank and brokerage assets - Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the use of financial planning and excellent discovery and profiling skills - Respond to referrals and...
Search Terms: Wealth Advisor, International, Financial Planning, Advisor, Wealth
77.6
15mi
Updated: May 24
Sr Finance Manager
Foster City
The Global Financial Planning and Analysis team serves as a strategic business partner for global business leaders and provides finance support for global business functions. We are an agile, highly visible team that collaborates across functions/product groups and play a leading role in providing fi...
Search Terms: Finance Manager, Finance, Manager, Financial Planning, Leadership
77.6
3.4mi
Updated: May 03
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