- Business Discovery & Analysis:
- Data Modeling & Development & Go live (Oracle FDI):
- Demos Enablement Iteration:
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We are currently seeking a Financial Consultant. This Financial Consultant will meet personally with clients to assess their financial situation in order to present a financial plan that includes both short- and long-term financial goals. · Consultants will help clients with fina ...
San Francisco1 month ago
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Job Description: · We are seeking a Financial Consultant to join our team at Fidelity Investments. If you want more time for deepening relationships and creating complex financial plans, this is an ideal opportunity. · The Purpose of Your Role · You will work in our Investor Cent ...
San Francisco1 week ago
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If you want to deepen relationships and create complex financial plans join Fidelity as Financial Consultant. The company provides business model with existing client base and institutional feeders of business that is unmatched in the industry. · You will receive competitive tota ...
San Francisco Full time7 hours ago
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Join a team that is a stable industry leader and empower professional growth, flexibility and support. · ...
San Francisco, CA1 month ago
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We have following position open with our client: · Oracle Financial Consultant · This is a technical role requiring strong techno-functional knowledge in GL, AP and FA to alter existing interfaces and reports. · Bullet points:5+ years of experience in creating trial balance repor ...
San Francisco2 weeks ago
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To perform administrative duties and provide support to the Financial Consultant of Wealth Management. · ...
San Francisco, CA1 month ago
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This position pays around $60 - $70/hr on W2. Lead requirements for workshops with FP&A, Accounting & Procurement. Design and implement data models, pipelines, and semantic layers within Oracle Finance Data Intelligence (leveraging Oracle subject areas, views, · & data products). ...
San Francisco Bay Area2 days ago
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This position pays around $60 - $80/hr on W2. · Lead requirements for workshops with FP&A, Accounting & Procurement. · Translating needs into well formed user stories, acceptance criteria, and success metrics. · ...
San Francisco3 weeks ago
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If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. · Engage face-to-face with customers offering guidance and personalized p ...
Daly City Full time1 week ago
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As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, · providing them with wealth management and financial planning advice.A valid and active FINRA Series 7 license required · Obtaining or acquiring FINRA Series 66 (63/65) licens ...
San Francisco, CA1 month ago
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This position pays around $60 - $70/hr on W2. Lead requirements for workshops with FP&A, Accounting & Procurement. · -Translating needs into well-formed user stories, acceptance criteria, and success metrics. Map KPIs/metrics (e.g., revenue, COGS, Opex, cash flow, AP/AR aging, PO ...
San Francisco2 days ago
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Baker Tilly is seeking an Associate Advisor for our Wealth Advisors practice in San Francisco. We are looking for someone to help fulfill one's financial hopes and dreams by providing collaborative wealth management strategies and financial planning services. · ...
USA CA San Francisco Bush St, United States1 month ago
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If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institution ...
Brisbane Full time7 hours ago
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· Job Description: · Financial Consultant · If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business ...
Sausalito Full time1 week ago
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We are currently seeking an Associate Advisor for our Wealth Advisors practice. · Baker Tilly Advisory Group, LP and Baker Tilly US, LLP are independent members of Baker Tilly International. · ...
San Francisco $94,000 - $139,000 (USD) Full time1 month ago
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We empower professional growth at Fidelity with an existing client base and institutional feeders of business that is unmatched in the industry.If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create compl ...
South San Francisco5 days ago
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If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. · ...
Oakland Full time7 hours ago
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If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and insti ...
South San Francisco Full time7 hours ago
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+ Strong written and oral communication skills. · + Strong interpersonal skills. · + Ability to work well in a team environment. · Experience with functional Oracle Cloud Financials implementation · Experience with business processes in finance and accounting including general le ...
San Francisco2 weeks ago
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If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and insti ...
Emeryville Full time1 week ago
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If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans join a team that is a stable industry leader Fidelity provides a business model with an existing client base and institutiona ...
Alameda Full time4 days ago
Oracle Apps Financial Consulting-Consultant - San Francisco, CA - The Mice Groups, Inc.
Description
Job Description
The consultant will lead requirements gathering sessions with finance stakeholders including FP&A, Accounting, and Procurement. They will translate needs into user stories, acceptance criteria, and success metrics.
The consultant will design and implement data models, pipelines, semantic layers within Oracle Finance Data Intelligence. They will build/configure reports dashboards self-service datasets; establish data quality checks/maintain documentation conduct UAT migrate production environment.
The consultant will run demos/showcases with Finance leadership/business stakeholders collect feedback/iterate fast create playbooks/training drive adoption/self-service analytics.
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Financial Consultant
Only for registered members San Francisco
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Financial Consultant
Fidelity Investments- San Francisco
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Financial Consultant
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Financial Consultant
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Oracle Financial Consultant
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Financial Consultant Associate
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Oracle Financial Consultant
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Oracle Financial Consultant
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Consultant Financial Advisor
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Financial Consultant
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Financial Consultant
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Consultant Financial Advisor
Full time Only for registered members San Francisco
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Financial Consultant
Fidelity Investments- South San Francisco
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Financial Consultant
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Financial Consultant
Full time Fidelity Investments- South San Francisco
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Oracle Cloud Financials Consultant
Only for registered members San Francisco
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Financial Consultant
Full time Fidelity Investments- Emeryville
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Financial Consultant
Full time Fidelity Investments- Alameda