Jobs near Walnut Creek: 4,541

Relevance Score ranked on: FINANCIAL PLANNING

Financial Planning Consultant (Walnut Creek, CA)

Under limited supervision uses specialized knowledge and skills obtained through experience, specialized training or certification to serve as a resource to Financial Advisors and their clients regarding overall financial planning issues which may include portfolio design, income tax consulting, reti...

Search Terms: Financial Planning, Consultant, Financial Advisor, Financial, Planning

89.3

0mi

Updated: July 15

Senior Manager, Financial Planning & Analysis

Alameda

We are looking for a Senior Manager of FP&A to become the dedicated owner of Rondo Energy's financial planning engine at a pivotal moment of growth. Fresh off going live with its first ERP (NetSuite), Rondo is now building out its EPM platform and needs a hands-on finance leader to manage disciplined...

Search Terms: Financial Planning, Manager, Financial, Planning, Forecasting

84.6

13mi

Updated: July 23

Supervisor Financial Planning and Analysis

Alameda

Turn insights into action: Analyze financial results, identify key drivers and trends, and provide clear, data-driven recommendations that influence business strategy, and present compelling narratives to senior leadership to drive strategic outcomes. Be a strategic partner: Collaborate closely with ...

Search Terms: Financial Planning, Supervisor, Financial, Business Development, Leadership

82.3

13mi

Updated: June 17

Sr. FP&A Manager

Walnut Creek

Financial Planning & Business Partnership. Lead budgeting, quarterly forecasts, long-range financial plan, and monthly financial outlooks, ensuring alignment with corporate objectives. Develop and maintain complex financial models, scenario analyses, and investment evaluations to support strategic pl...

Search Terms: Manager, Continuous Improvement, Financial Planning, Leadership, Business Partner

81.2

0mi

Updated: July 08

Director of Finance, Medicare Strategy and Operations

Pleasanton

This managing level employee is responsible for providing guidance on financial planning and analysis efforts, directing internal audit processes, ensuring proper development of budgets and forecasts, overseeing financial modeling efforts, and leading strategic financial planning efforts. Essential R...

Search Terms: Operations, Director, Financial Planning, Strategy, Finance

80.4

17mi

Updated: July 25

Associate Wealth Management Advisor

Walnut Creek

This position is designed to be a developmental Financial Advisor at the Associate level. Under the guidance and in partnership with a senior advisor, this advisor will learn and develop skills to consult with existing and prospective customers to determine financial goals, objectives, and current fi...

Search Terms: Advisor, Wealth, Associate, Management, Financial Planning

0mi

Updated: July 24

JPMorgan Private Client Relationship Manager – Walnut Creek, CA

Walnut Creek

At JPMorgan Private Client, we are devoted to providing distinguished experiences that resonate with our affluent clientele, ensuring they feel valued and delighted by our unparalleled expertise. As a Relationship Manager in JPMorgan Private Client, you will nurture and develop high-net-worth client ...

Search Terms: Relationship Manager, Client Relations, Relationship, Manager, Private

79.5

0mi

Updated: July 21

Budget & Grants Administrator (HSD)

Oakland

The Position. The City of Oakland is an equal opportunity employer that values workforce diversity, inclusion, and equity. Oakland has a long history of activism around issues of justice and equity. Both oppression and this resistance to oppression have shaped the City's historical roots and the live...

Search Terms: Budget, Grants, Administrator, Financial Planning, Program Manager

78.9

11mi

Updated: July 28

Wealth Relationship Manager - San Lorenzo

San Lorenzo

Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and excellent discovery and profiling skills. Anticipate the complex financial needs of the client and offer solutions through a wide range of products, service...

Search Terms: Relationship Manager, Relationship, Manager, Wealth, Financial Planning

14mi

Updated: July 22

Financial Analyst

San Leandro

Apply now » Financial Analyst Req ID: 49542 Date: Jul 24, 2026 Location: San Leandro, CA, US, 94577 #job-location.job-location-inline { display: inline; } Company: Sonepar Brand: OneSource Distributors, LLC There’s a Place for You at OneSource Distributors A career at OneSource is more than a job. Yo...

Search Terms: Financial Analyst, Continuous Improvement, Sales Leader, Leadership, Financial Planning

77.7

12mi

Updated: July 25

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