Financial Counselor jobs in San Jose, California (CA)

Providing unbiased wealth planning and investment expertise, strategies and advice across a range of financial planning needs; using sophisticated planning software to build, analyze, and deliver personalized plans for clients.

Lead compensation function process definition and organization structure design projects

Adept at implementing technology-enabled business solutions for clients as part of a high-talent team and as a team lead or Project Manager

Provide complete production application support and continuous improvement services for custom and COTS (largely ERP) applications.

Engagement Management: managing engagement risk, project economics including planning and budgeting, managing accounts receivable, defines deliverable content, ensures buy-in of proposed solutions from top management levels at the client.

Strong problem solving and troubleshooting skills with the ability to exercise mature judgment

A lead resource in defining systems strategy, developing systems requirements, designing and prototyping practical business solutions, identifying and consulting with clients on business process transformation, optimization and best-practice initiatives, testing, training, managing go-live and system cutovers, defining support procedures