Financial Analyst jobs in Vallejo, CA

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FP&A Systems Analyst
  • AssetMark Financial Holdings, Inc.
  • Concord, CA FULL_TIME
  • Job Description: The Job/What You'll Do: We’re looking for a creative, confident and enthusiastic individual to join AssetMark as our Financial Planning & Analysis (FP&A) Systems Analyst. Our ideal candidate has strong technical, communication, and interpersonal skills, and has experience configuring and supporting all aspects of Workday Adaptive Planning. The FP&A Systems Analyst will be responsible for the maintenance and ongoing support of Adaptive Planning, partnering across the Finance team and with leaders across the business. Your keen attention to detail, and interest in being an Adaptive Planning subject matter expert, will help our business develop an outstanding FP&A technology and data analytics function. You will have the ability to influence decisions to drive future FP&A data, analytics, and reporting initiatives. We are seeking a proven self-starter who wants to help us grow as well as enhance their own professional growth along the way. If you want to make a tremendous impact in your work, come join a growing and team-oriented organization. This is a full-time position in our Concord, CA office with a hybrid work schedule. Responsibilities: Responsible for day to-to-day, ongoing maintenance and process tasks within the system including dimensions, levels, accounts, versions, sheets, reports, integrations, etc. Partner with FP&A leaders and other stakeholders to help drive the successful utilization of the Adaptive platform Serve as a liaison between FP&A team, Workday, and our third-party Adaptive Planning support vendor to ensure efficient and timely project execution Create dashboards and build reports in Adaptive Planning on-line and in OfficeConnect to support key FP&A planning and reporting processes Review, test, and implement system upgrades and ensure open lines of communication with key stakeholders and Adaptive users regarding the changes Drive continuous improvement of Adaptive – engage with the Adaptive community to understand system capabilities and make recommendations, evaluate impacts, and implement new system features and releases Respond quickly to complex situations by researching and resolving Adaptive problems such as unexpected results or workflow flaws Develop and implement efficient and effective business processes to capture financial data changes using Adaptive systems functionality Act as an AssetMark SME for Adaptive requests and to deliver training to our users Understand and interpret end user needs to translate into system requirements, including documentation Support special/ad hoc projects – help evaluate and drive new initiatives Represent FP&A team interests as an Adaptive SME in the organization, including major projects, system upgrades, or other business initiatives Ensures that the Adaptive system complies with all SOX requirements Assist as a backup to other Finance functions Performs other duties as required Knowledge, Skills, and Abilities: Proven expertise in using or maintaining the Adaptive platform (model management, integrations, OfficeConnect, and reporting tools) Knowledge of Finance processes and ability to translate processes into workflows Capabilities in requirements gathering, design, documentation, and project management Excellent verbal and written communication skills, with an ability to translate complex technical concepts to different audiences Strong interpersonal and organizational skills; able to deal with ambiguity Highly motivated, results-oriented, able to effectively perform independently, with the ability to drive continuous improvement Experience working with a diverse set of stakeholders, including all levels of management and employees Education & Experience: Bachelor’s Degree in Accounting, Finance, or related discipline with 2 years of relevant experience required 2 years of professional experience in Adaptive Planning, in an administrative or user role required Experience in a SOX financial controls environment, and with an ERP system such as NetSuite preferred Compensation: The Base Salary range for this position is between $80,000-$100,000. This information reflects a base salary range that AssetMark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, education, experience, and actual work location. This position will also be eligible for additional variable incentive compensation and competitive benefits. Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position. #LI-CR1 #LI-hybrid Who We Are & What We Offer: AssetMark’s mission is centered around helping financial advisors make a difference in the lives of their clients. To help them do that, we aim to provide advisors with holistic support. We offer compelling technology that facilitates a better client experience, consulting services that ensure advisors’ businesses are running at their best and a comprehensive suite of investment solutions. AssetMark’s platform empowers advisors to provide the highest level of service possible to their clients. AssetMark’s culture is driven by our mission and connected by our values; Heart, Integrity, Excellence and Respect. You will join a team that lives these values every day by doing the best and what is right in all we do and encouraging different ideas for continual success and innovation. Additionally, we offer a wide range of benefits to meet the needs of our team members and their families. Flex Time Off or Paid Time/Sick Time Off 401K – 6% Employer Match Medical, Dental, Vision – HDHP or PPO HSA – Employer contribution (HDHP only) Volunteer Time Off Career Development / Recognition Fitness Reimbursement Hybrid Work Schedule As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued. AssetMark is a fast-growing financial technology company changing the game for advisors and their clients. If you are searching for a challenging, rewarding, and evolving career, you have come to the right place. We offer competitive salaries, full benefits, and excellent opportunities for growth. To learn more about us, visit our website.
  • 1 Month Ago

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Financial Planning & Analysis Analyst IV, Medical Financial Operations
  • Kaiser Permanente
  • Vallejo, CA OTHER
  • Job Summary: In addition to the responsibilities listed below, this senior individual contributor position is also responsible for serving as an experienced finance leader and operational consultant f...
  • 13 Days Ago

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Financial Planning & Analysis Analyst III, Medical Financial Operations
  • Kaiser Permanente
  • Vallejo, CA OTHER
  • Job Summary: In addition to the responsibilities listed below, this individual contributor position is also responsible for serving as a financial and operational consultant for a portfolio of medical...
  • 14 Days Ago

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Financial Planning and Analysis Sr. Analyst / Manager
  • Robert Half
  • Benicia, CA PER_DIEM
  • Colleen McAuliffe 408.906.0669 at Robert Half is currently working with a client seeking an FP& A Manager. The ideal candidate will have deep analytical capabilities, strong verbal and writing skills,...
  • 11 Days Ago

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Financial Services Consultant
  • Arkshire Financial
  • Fairfield, CA FULL_TIME,PART_TIME
  • Company Description Arkshire Financial is a financial consultancy firm based in Fairfield, CA, that is dedicated to providing strategic retirement planning and asset protection solutions to individual...
  • 2 Days Ago

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Mortgage Loan Officer
  • Citizens Financial
  • Vacaville, CA FULL_TIME
  • Experienced Mortgage Loan Officer specializing in REVERSE MORTGAGES wanted! Join our team at Citizens Financial, where we empower you with support, and direct access to credit agency data for leads. S...
  • 3 Days Ago

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0 Financial Analyst jobs found in Vallejo, CA area

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Financial Analyst
  • Controller's Group Inc.
  • Fremont, CA
  • Job SummaryThis position will play a central role in operating and capital budget management, financial planning, report...
  • 4/28/2024 12:00:00 AM

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Financial Analyst
  • Intelliswift Software Inc.
  • San Francisco, CA
  • Intelliswift Software Inc. conceptualizes, builds, and supports the world's most amazing technology products and solutio...
  • 4/28/2024 12:00:00 AM

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Financial Analyst
  • Lawrence Livermore National Laboratory
  • Livermore, CA
  • Company DescriptionJoin us and make YOUR mark on the World!Are you interested in joining some of the brightest talent in...
  • 4/28/2024 12:00:00 AM

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Financial Analyst
  • Clover Sonoma
  • Petaluma, CA
  • Financial AnalystAbout the roleAn exciting and challenging position exists as a Financial Analyst. Reporting to the Fina...
  • 4/28/2024 12:00:00 AM

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Financial Analyst
  • Clover Stornetta Farms Llc Dba Clover Sonoma
  • Petaluma, CA
  • Job Description Job Description Financial AnalystAbout the roleAn exciting and challenging position exists as a Financia...
  • 4/28/2024 12:00:00 AM

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Financial Analyst
  • Grocery Outlet
  • Emeryville, CA
  • About Grocery Outlet: Our Mission: Touching lives for the better Our Vision: Touching lives by being the first choice fo...
  • 4/28/2024 12:00:00 AM

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Financial Analyst
  • Five9
  • San Ramon, CA
  • Join us in bringing joy to customer experience. Five9 is a leading provider of cloud contact center software, bringing t...
  • 4/28/2024 12:00:00 AM

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Financial Analyst
  • Torani Inc
  • San Leandro, CA
  • Were looking for a highly motivated, self-starter and enthusiastic can-do individual who has passion for detail and qual...
  • 4/28/2024 12:00:00 AM

Vallejo (/vəˈleɪ(h)oʊ/ və-LAY-(h)oh; Spanish: [baˈʎexo]) is a waterfront city in Solano County, California, located in the North Bay subregion of the San Francisco Bay Area. Vallejo is geographically the closest North Bay city to the inner East Bay, so it is sometimes associated with that region. Its population was 115,942 at the 2010 census. It is the tenth most populous city in the San Francisco Bay Area, and the largest in Solano County. Vallejo sits on the northeastern shore of San Pablo Bay, 30 miles north of San Francisco, the northwestern shore of the Carquinez Strait and the southern e...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Financial Analyst jobs
$69,020 to $84,816
Vallejo, California area prices
were up 2.5% from a year ago

Financial Analyst in Chicago, IL
Interacts with faculty, staff &/or funders to build relationships, transfer knowledge, &/or advise on research policies & procedures.
September 20, 2022
Hands-on experience working in large data sets is highly preferred.
April 29, 2023
Financial Analyst in Dallas, TX
Requires proficient knowledge of various software applications such as Microsoft Word Excel Access and PowerPoint to create routine financial documents reports graphs and presentations.
May 10, 2023
Financial Analyst in Hillsboro, OR
Facilitates agreement with project participants regarding assignments.
November 18, 2022
Answers to the supplemental questions are typically evaluated.
April 15, 2023