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Confluence Financial Partners Jobs in California

ALIGN Executive Search

Financial Analyst

Chino, CA · Hybrid

Partner with operations leadership to connect throughput, headcount, and productivity metrics to ... Confluence a plus * Familiarity with Power BI or similar reporting tools preferred * Able to work ...

DCL Corporation

Senior Financial Analyst

Ontario, CA · On-site

$113K - $113K/yr

Partner with operations leadership to understand throughput, headcount, and productivity metrics ... Atlassian/Confluence a plus. * Familiarity with Power BI or similar reporting tools preferred.

DCL Logistics

Senior Financial Analyst

Ontario, CA

$85K - $106K/yr

Partner with operations leadership to understand throughput, headcount, and productivity metrics ... Atlassian/Confluence a plus. * Familiarity with Power BI or similar reporting tools preferred.

DCL Logistics

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Senior Financial Analyst FPA

Ontario, CA · On-site

$10K - $113K/yr

Partner with operations leadership to understand throughput, headcount, and productivity metrics ... Atlassian/Confluence a plus. * Familiarity with Power BI or similar reporting tools preferred.

Apple

Finance Project Manager

Cupertino, CA · On-site

... FP&A, BI, or financial reporting environments. Keeps engineering and business partners on the same page, and runs the team's documentation and tracking in tools like Jira, Confluence, or Quip.

Apple, Inc.

AI Solutions Engineer

Cupertino, CA · On-site

... finance partners and engineering aligned. Day to day, you'll turn messy financial-analysis needs ... tools like Jira and Confluence. Works independently, iterates fast, and enjoys picking up ...

Apple

AI Solutions Engineer

Cupertino, CA · On-site

... finance partners and engineering aligned. Day to day, you'll turn messy financial-analysis needs ... tools like Jira and Confluence. Works independently, iterates fast, and enjoys picking up ...

Apple

Finance Project Manager

Cupertino, CA

$140K - $211K/yr

... FP&A, BI, or financial reporting environments. Keeps engineering and business partners on the same page, and runs the team's documentation and tracking in tools like Jira, Confluence, or Quip.

Apple

AI Solutions Engineer

Cupertino, CA

$175K - $263K/yr

Guide FP&A and Investor Relations partners to real value from approved internal AI tools: share ... tools like Jira and Confluence. Works independently, iterates fast, and enjoys picking up ...

Unigen Corporation

IT Project Manager

Newark, CA · On-site

$110K - $131K/yr

... Jira and Confluence, across engineering, IT, and business teams • Design and standardize ... Partner with stakeholders to migrate legacy systems (e.g., ServiceNow or other ticketing ...

Lobel Financial Corporation

Be Seen First

Technical Business Analyst

Anaheim, CA · On-site

$92K - $103K/yr

Lobel Financial is seeking a detail-oriented Technical Business Analyst to translate business needs ... partner effectively with business stakeholders, product owners, software developers, quality ...

New

Unigen

IT Project Manager

Newark, CA · On-site

$100K - $120K/yr

Establish Confluence as a centralized knowledge management platform for documentation, runbooks ... Partner with stakeholders to migrate legacy systems (e.g., ServiceNow or other ticketing ...

LPL Financial

Sr. Product Analyst - WalkMe

San Diego, CA · Remote

$80K - $134K/yr

... Financial proprietary platforms. This role partners closely with product, design, service, and ... Experience working with Jira, Confluence, and Smartsheet. * Basic HTML, CSS, and/or JavaScript ...

New

LPL Financial

Sr. Product Analyst - WalkMe

San Diego, CA · Remote

$80K - $134K/yr

... Financial proprietary platforms. This role partners closely with product, design, service, and ... Experience working with Jira, Confluence, and Smartsheet. * Basic HTML, CSS, and/or JavaScript ...

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Confluence Financial Partners information

What is Confluence Financial Partners?

Confluence Financial Partners is a financial advisory firm that provides comprehensive wealth management, financial planning, and investment services to individuals, families, and businesses. The firm’s advisors help clients create personalized strategies to achieve their financial goals, manage assets, and plan for retirement. By offering tailored advice and ongoing support, Confluence Financial Partners aims to guide clients through every stage of their financial journey.

What are the key skills and qualifications needed to thrive as a financial advisor at Confluence Financial Partners, and why are they important?

To thrive as a Financial Advisor, you need strong analytical skills, financial planning expertise, and relevant certifications such as a CFP or Series 7 license. Familiarity with financial planning software, CRM systems, and investment research tools is typically required. Excellent interpersonal communication, trust-building, and active listening skills set top advisors apart in client relationships. These skills are essential for providing sound financial advice, building long-term client trust, and achieving client financial goals.

What does a typical week look like for a financial advisor at Confluence Financial Partners?

A typical week for a financial advisor at Confluence Financial Partners involves a mix of client meetings, portfolio reviews, and strategic planning. Advisors spend significant time building and maintaining client relationships, preparing personalized financial plans, and staying updated on market trends. Collaboration with team members, including analysts and administrative staff, is common to ensure comprehensive service delivery. The work environment encourages continuous learning and professional development, with opportunities to attend industry seminars and pursue certifications.

What is the difference between Confluence Financial Partners vs Financial Advisor?

AspectConfluence Financial PartnersFinancial Advisor
CertificationsCFP, Series 7/66CFP, Series 7/66
Work EnvironmentFinancial services firms, offices, client meetingsFinancial services firms, offices, client meetings
Industry UsageFinancial planning and wealth managementFinancial planning, investment advice, wealth management

Confluence Financial Partners and Financial Advisors often share similar certifications and work environments, focusing on client financial planning and wealth management. The main difference is that Confluence Financial Partners is a firm name, while Financial Advisor refers to the professional role. Both serve similar client needs within the financial industry.

What are popular job titles related to Confluence Financial Partners jobs in California?

For Confluence Financial Partners jobs in California, the most frequently searched job titles are:

What job categories do people searching Confluence Financial Partners jobs in California look for?

The top searched job categories for Confluence Financial Partners jobs in California are:

What cities in California are hiring for Confluence Financial Partners jobs?

Cities in California with the most Confluence Financial Partners job openings:

Confluence Financial Partners jobs near you

Financial Analyst

ALIGN Executive Search

Chino, CA • Hybrid

Full-time

Posted 22 days ago

Job description

Senior Financial Analyst (HYBRID)

Description

Are you a finance professional who's most energized where the numbers meet the operation? We're looking for an experienced Senior Financial Analyst to act as a trusted financial partner to our leadership team — someone who can cut through complexity, translate data into decisions, and wants their work to have real operational impact. This role lives at the crossroads of finance and logistics, where labor costs, client billing structures, and throughput drive the numbers that matter. You'll build and maintain financial models, own the budgeting and forecasting process, and deliver reporting leadership genuinely relies on. This isn't a back-office function — it's an operational seat at the table within a fast-paced, high-volume third-party logistics environment.

Key Responsibilities

  • Analyze financial data and build models that support leadership decision-making
  • Compare actual results to plans and forecasts to evaluate financial performance
  • Conduct variance analysis, spot trends, and deliver actionable recommendations
  • Prepare clear, concise reports for regular leadership reviews
  • Maintain weekly flash reports, monthly close packages, and quarterly performance reviews
  • Build and track operational KPIs tied to financial outcomes, including cost per order, cost per labor hour, and revenue per square foot
  • Lead the annual budgeting process, from data collection through modeling and analysis
  • Forecast revenue and costs, communicating findings to leadership in a timely manner
  • Develop scenario and sensitivity models to assess risk and opportunity
  • Analyze labor costs as the primary operational cost driver, tracking trends, efficiencies, and variances by site, shift, or department
  • Support reconciliation of client billing across multiple structures (per pallet, per hour, per shipment)
  • Evaluate gross margin by customer or contract to support account-level profitability analysis
  • Partner with operations leadership to connect throughput, headcount, and productivity metrics to financial outcomes
  • Collaborate closely with the Accounting team to ensure accurate, timely financial reporting
  • Review monthly financials in detail to confirm transactions are properly reflected
  • Present financial analysis and key insights to leadership and budget owners to support planning and performance management
  • Maintain compliance with ISO 9001 and 14001 standards and the company's code of conduct

Additional Responsibilities

  • Identify opportunities to improve efficiency and accuracy in reporting and planning
  • Support ongoing optimization of financial and operational reporting processes
  • Contribute to BI tools and data automation efforts using Excel, Access, Power BI, or similar platforms
  • Other duties as assigned

Qualifications

  • Bachelor's degree in Finance or Accounting, with a strong grasp of accounting principles
  • Minimum 5 years of progressive financial analysis experience; background in logistics, supply chain, warehousing, or a similarly complex operational environment strongly preferred
  • Advanced experience building integrated financial models, forecasts, and scenario analyses
  • Strong Excel skills, including advanced formulas and data modeling
  • Proficiency in JD Edwards (ERP) required; experience with Transportal, eFactory, Paycom, or Atlassian/Confluence a plus
  • Familiarity with Power BI or similar reporting tools preferred
  • Able to work deep in the data while keeping sight of the bigger picture
  • Strong communicator who can turn financial data into insight for non-finance audiences
  • Detail-oriented with a high degree of accuracy and ownership
  • Proactive and solutions-oriented, comfortable spotting problems and proposing fixes
  • Collaborative team player who builds trust across finance and operations
  • Comfortable engaging with all levels of the organization, including executive leadership
  • Able to manage multiple priorities in a deadline-driven environment