Senior Financial Planning - Santa Rosa

This position focuses on managing and analyzing revenue deductions and adjustments to ensure accurate Gross-to-Net results. · The role involves reviewing data to assess accruals, reserves, and variances related to discounts, rebates, returns, fees, and government programs. · ...

Anaplan Financial Planning and Analysis. · Anaplan Certified Solution Architect/Master Anaplanner · Total of 12+ years of experience in working on anaplan as a Model builder and knowledgeable in FP&A processes. · ...

Inbound Inside Sales Representatives primary function is to answer inbound calls from existing and potential First American customers. · The representatives must clearly accurately professionally and consistently answer questions take every opportunity to sell and up sell enter r ...

The Claims Resolution Specialist will respond to a high volume of second level incoming calls, · resolve service requests and customer inquiries. · Provide homeowners with all relevant information pertaining to the contract, · claim or work order. · ...

The Claims Resolution Specialist will respond to a high volume of second level incoming calls, resolve service requests and customer inquiries. Provide homeowners with all relevant information pertaining to the contract, claim or work order. · Take ownership of an assigned caselo ...

+Job summary · We are seeking a Claims Resolution Specialist to join our team. The successful candidate will be responsible for responding to second-level incoming calls, resolving service requests and customer inquiries. · +Take ownership of an assigned caseload from the invest ...

The Vice President of Finance plays a crucial role in leading the financial strategy and management of the organization ensuring fiscal responsibility sustainability and alignment with the organization's mission and goals.Reporting directly to the CEO or CSO the VP of Finance ove ...

The Senior Associate Financial Advisor serves as a transitional step to a Financial Advisor role by supporting and growing an existing book of business under the guidance of an established Financial Advisor. · ...

Redwood Credit Union seeks an experienced financial leader to join its leadership team as Senior Vice President of Accounting and Finance. · ...

We are seeking an experienced Finance Manager with a demonstrated track record of success to join our team. The successful candidate will play a pivotal role in helping raise capital as well as managing existing debt/financing and managing ongoing reporting requirements. · Help m ...

Redwood Credit Union seeks a Senior Business Continuity Specialist to plan organize and perform activities for RCU's business continuity program ensuring continuity of critical operations. · Support enterprise risk leadership in conducting business continuity risk assessments · M ...

The Chief Business Officer (CBO) is a senior executive leader responsible for the strategic oversight and operational excellence of the organization's core business functions, · Partner with the CEO and Executive Leadership Team to develop and execute organizational strategy. · ...

Redwood Credit Union seeks a Senior Business Continuity Specialist who will plan and organize activities for RCU's business continuity program to ensure the organization can respond to disruptions. · ...

The Client Advocate is a proactive and detail-oriented front-line support associate providing essential support to a pool of financial advisors and tax preparers. You will be responsible for assisting with client-facing issues, preparing materials for client meetings, and ensurin ...

The Sonoma Water Finance Manager prepares complex budgets, long-range financial plans, performs fiscal functions for over 60 unique funds. · ...

Plan and manage the Restaurant Room Service and other food and beverage outlets as appropriate in order to achieve customer satisfaction quality service compliance with corporate/franchise policies procedures federal state local regulations while meeting/exceeding financial goals ...

We're looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. · This is not just a sales job—it's a career with purpose and opportunity. · You'll provide peace of mind to your clients while helping them navi ...

This is an on-site, full-time role located in Santa Rosa for a General Manager. The GM will oversee daily operations of the business driving financial performance and customer satisfaction. · Leading teams and managing budgets/li> ...

We're more than a financial services leader - we're a global trailblazer committed to driving innovation, · empowering communities, · and helping our customers succeed.We believe that a meaningful career is much more than just a job - it's about finding all of · e elements to hel ...

We are looking for a Branch Office Administrator to join our team. As a key member of our branch team, you will provide exceptional service to clients via inbound and outbound calls, email, and in-person interactions. · Provide administrative support to financial advisors · Sched ...