Financial Advisor Jobs in San Jose, CA

Lead strategic finance initiatives to optimize portfolio company success and drive transformative business decisions while mentoring junior team members in financial modeling and analysis...

Shape the future of planning solutions by leveraging expertise in Anaplan and RDBMS technologies. Collaborate across multiple business functions to enhance models and achieve streamlined processes, en...

Elevate your career by leading end-to-end M&A deals, driving investment strategies, and collaborating with diverse teams to shape the future of a dynamic technology-driven portfolio in a fast-paced en...

Unlock potential by leading a dedicated account management team, driving excellence in customer service, and overseeing policy administration while ensuring client satisfaction and retention in commer...

Drive advanced pricing analysis to optimize profitability and support strategic initiatives. Collaborate with leadership to create innovative pricing models while mentoring junior analysts and providi...

Elevate financial planning processes by implementing Epicor FP&A solutions across various industries, providing expert guidance, training, and project management to ensure clients achieve their financ...

Empower growth by leading property management efforts across a dynamic region. Oversee recruitment and training, ensure compliance, and drive marketing initiatives to achieve operational excellence an...

Drive growth in a high-performing territory through strategic account management and relationship building. Collaborate with internal teams, meet production goals, and contribute to the agency's profi...

Drive month-end close processes, manage revenue recognition systems, and deliver insightful financial analysis to support strategic decision-making, while ensuring compliance with ASC 606 and optimizi...

Lead the charge in building and optimizing the Deal Desk function, enhancing revenue forecasting and pricing accuracy. Collaborate across teams to ensure reliable revenue assessments and improve opera...

Drive compliance excellence by providing legal analysis and strategic guidance on federal and state regulations. Collaborate cross-functionally to enhance compliance operations and remediation solutio...

Drive the development of innovative data-driven predictive models that solve critical business challenges across the financial services industry, leveraging the latest techniques in statistical modeli...

Transform healthcare design by managing all phases of project documentation. Collaborate closely with your team to create high-quality construction documents while ensuring adherence to design concept...

Support media finance operations by modernizing budget management processes and enhancing analytical insights. Collaborate with teams to ensure accuracy in budgeting and drive efficiencies with AI-ena...

Champion budget management and finance operations for media teams, enhancing tools and processes to create efficient, AI-enabled workflows. Liaise with global organizations to ensure optimal media inv...

Engage in dynamic financial due diligence for middle-market transactions, driving value creation by advising on mergers and acquisitions, risk identification, and operational analysis while mentoring...

Champion value creation through financial due diligence in middle-market transactions. Analyze financial statements, mentor associates, and drive advisory engagements to help clients navigate mergers...

Elevate compliance standards by overseeing legal matters and regulatory practices within a dynamic investment banking firm. Collaborate with executives to drive compliance initiatives and enhance busi...

Accelerate progress at the highest operational level of FP&A for a complex medical distribution business, guiding strategic financial planning, analysis, and performance insights to enhance efficiency...

Optimize underwriting operations by managing a small book of nonprofit accounts, enhancing team processes, and training new staff while collaborating across departments to drive efficiency and maintai...

Join a dynamic hedge fund accounting team to own daily NAV processes, ensuring accuracy in reconciliations, trade support, and fee calculations while collaborating with key stakeholders in a fast-pace...

Support our hedge fund accounting team by managing NAV processes, ensuring precision in reconciliations and trade support. Collaborate with cross-functional teams to enhance reporting and contribute t...

Join a team that's at the forefront of macro investment strategies, leading quantitative research efforts to generate alpha. You'll engage in data analysis, model building, and present findings effect...

Unlock potential by leading finance strategies to optimize complex deal forecasting, guiding growth and ensuring clarity between financial data and strategic decisions while collaborating across depar...

Unlock potential by leading the underwriting function, driving risk selection, and shaping portfolio performance. Combine strategic oversight with team leadership to ensure excellence and innovative a...