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Financial Planning Assistant Jobs in San Ramon, CA

Foxit

FP&A Manager

Fremont, CA · On-site

$125K - $150K/yr

About the Role Foxit is seeking an experienced FP&A Manager to lead financial planning and analysis ... These tools assist our recruitment team but do not replace human judgment. Final hiring decisions ...

Foxit

FP&A Manager

Fremont, CA · On-site

$125K - $150K/yr

About the Role Foxit is seeking an experienced FP&A Manager to lead financial planning and analysis ... These tools assist our recruitment team but do not replace human judgment. Final hiring decisions ...

Foxit

FP&A Manager

Fremont, CA · On-site

$125K - $150K/yr

About the Role Foxit is seeking an experienced FP&A Manager to lead financial planning and analysis ... These tools assist our recruitment team but do not replace human judgment. Final hiring decisions ...

Meta

Corporate FP&A Manager

Menlo Park, CA · On-site

$149K - $212K/yr

... Assist with management, Board business, and financial planning, including presentations/narratives and key analysis requests • Serve as a key liaison and partner to cross-functional teams to drive ...

Everlaw

FP&A Manager

Oakland, CA

$145K - $183K/yr

Lead the development of integrating revenue models in Adaptive, our Financial Planning application. * Assist with the preparation of materials for the Board and company leadership. * Understand ...

Everlaw

FP&A Manager

Oakland, CA · On-site

$145K - $183K/yr

Lead the development of integrating revenue models in Adaptive, our Financial Planning application. * Assist with the preparation of materials for the Board and company leadership. * Understand ...

Qualia

Sr. Financial Analyst, FP&A

San Francisco, CA · Hybrid

$140K - $165K/yr

WHAT YOU'LL WORK ON The FP&A team at Qualia is the analytical engine of the Finance organization ... assist in preparation of monthly and quarterly management reporting including variance analysis ...

Qualia

Sr. Financial Analyst, FP&A

San Francisco, CA · On-site

$140K - $165K/yr

WHAT YOU'LL WORK ON The FP&A team at Qualia is the analytical engine of the Finance organization ... assist in preparation of monthly and quarterly management reporting including variance analysis ...

Meta

Corporate FP&A Manager

Menlo Park, CA · Remote

$149K/yr

Redesign core FP&A processes for an AI-native operating model * Assist with ad hoc strategic and operational projects as required Minimum Qualifications: * BA/BS in Business, Finance, Economics, or ...

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Showing results 21-40

All JobsFinancial Planning JobsFinancial Planning Assistant JobsFinancial Planning Assistant Jobs in San Ramon, CA

Financial Planning Assistant information

See San Ramon, CA salary details

$39.7K

$67.7K

$116.8K

How much do financial planning assistant jobs pay per year?

As of Aug 12, 2026, the average yearly pay for financial planning assistant in San Ramon, CA is $67,741.00, according to ZipRecruiter salary data. Most workers in this role earn between $52,000.00 and $76,600.00 per year, depending on experience, location, and employer.

What are some of the main ways a financial planning assistant supports financial advisors during client meetings?

Financial Planning Assistants play a crucial role before, during, and after client meetings by preparing necessary documentation, gathering and organizing financial data, and creating preliminary reports. During meetings, they often take detailed notes, update financial plans in real time, and ensure that all client questions are documented for follow-up. After meetings, they handle administrative tasks such as updating client files, scheduling follow-up appointments, and coordinating with other team members to implement recommended strategies. This support ensures meetings run smoothly and advisors can focus on client relationships and strategic planning.

What does a financial planning assistant do?

A financial planning assistant provides support to a financial planner. You assist with the analysis of potential plans for clients and provide customer assistance whenever they have questions. You also perform administrative duties for your manager, such as scheduling meetings. For qualified financial planning assistants, your job responsibilities may require you to draft letters, documents, or reports.

What is the difference between Financial Planning Assistant vs Financial Advisor?

AspectFinancial Planning AssistantFinancial Advisor
CredentialsTypically requires a high school diploma or bachelor's degree; certifications like CFP are not mandatoryOften requires a bachelor's degree; CFP certification is common and preferred
Work EnvironmentSupports financial planners in an office setting, handling administrative and client support tasksWorks directly with clients to develop and implement financial plans
Employer & Industry UsageEmployed by financial planning firms, banks, or investment companiesEmployed by similar firms, often with a client-facing role

While both roles support financial services, a Financial Planning Assistant primarily provides administrative and support functions, whereas a Financial Advisor works directly with clients to create personalized financial strategies. The assistant role often serves as a stepping stone toward becoming a Financial Advisor.

What are the key skills and qualifications needed to thrive as a financial planning assistant, and why are they important?

To thrive as a Financial Planning Assistant, you need a solid understanding of financial concepts, attention to detail, and typically a degree in finance or a related field. Familiarity with financial planning software, CRM systems, and proficiency in Microsoft Excel are commonly required, and certifications like the FPQP (Financial Paraplanner Qualified Professional) can be advantageous. Strong organizational skills, discretion, and excellent interpersonal communication help you build trust with clients and support advisors effectively. These abilities ensure accurate financial analysis, smooth workflow, and high-quality client service in a competitive industry.
More about Financial Planning Assistant jobs
What are popular job titles related to Financial Planning Assistant jobs in San Ramon, CA? For Financial Planning Assistant jobs in San Ramon, CA, the most frequently searched job titles are:
What job categories do people searching Financial Planning Assistant jobs in San Ramon, CA look for? The top searched job categories for Financial Planning Assistant jobs in San Ramon, CA are:
What cities near San Ramon, CA are hiring for Financial Planning Assistant jobs? Cities near San Ramon, CA with the most Financial Planning Assistant job openings:
Financial Planning Assistant jobs near you
Infographic showing various Financial Planning Assistant job openings in San Ramon, CA as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 18% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $67,741 per year, or $32.6 per hour.

FP&A Manager

Foxit

Fremont, CA • On-site

$125K - $150K/yr

Full-time

Re-posted 20 days ago

Job description

About the Role
Foxit is seeking an experienced FP&A Manager to lead financial planning and analysis for our U.S. business. This is a highly visible, hands-on role responsible for translating financial data into clear insights that guide strategic and operational decisions.
You will own key budgeting, forecasting, reporting, and financial modeling activities while partnering closely with leaders across the organization. The ideal candidate combines strong technical finance expertise with business acumen, clear communication, and the ability to build scalable processes in a fast-paced, global software environment.
What You'll Do
  • Lead the annual budgeting process, monthly reforecasts, and long-range financial planning for the U.S. business
  • Deliver accurate, timely, and actionable financial analysis to support executive and operational decision-making
  • Prepare monthly financial packages, executive and board-level reporting, and operational dashboards
  • Partner with department leaders to establish budgets, monitor spending, evaluate performance, and identify risks and opportunities
  • Perform scenario modeling, sensitivity analysis, and strategic planning to assess potential business outcomes
  • Analyze and clearly explain variances against budget, forecast, and prior-period performance
  • Build and maintain dynamic financial models for revenue, operating expenses, cash flow, and headcount planning
  • Partner with Accounting to ensure alignment between financial actuals, forecasts, and reporting
  • Improve and automate financial reporting, planning tools, and internal processes
  • Support investor relations, fundraising initiatives, and M&A due diligence as needed
  • Provide guidance and mentorship to financial analysts as the function continues to scale
What We're Looking For
Required Qualifications
  • 7-10+ years of progressive experience in FP&A, corporate finance, or a related financial discipline
  • Bachelor's degree in Finance, Accounting, Economics, or a related field
  • Active CPA license
  • Experience supporting a SaaS, software, or subscription-based business
  • Advanced Excel and financial modeling capabilities
  • Strong understanding of financial statements, cash flow forecasting, and business performance analysis
  • Working knowledge of SaaS metrics, including ARR, CAC, LTV, retention, and churn
  • Experience with NetSuite and FP&A platforms such as Planful, Workday Adaptive Planning, or similar tools
  • Ability to translate complex financial information into clear, executive-ready insights
Preferred Qualifications
  • Experience working within a high-growth, global, or lean operating environment
  • Strong business judgment and the ability to connect financial performance to broader company strategy
  • Proven success partnering with senior leaders and cross-functional stakeholders
  • Experience managing, developing, or mentoring financial analysts
  • A proactive, hands-on approach to improving processes and solving business challenges
What Success Looks Like
  • Forecasts and financial reporting are accurate, timely, and trusted by business leaders
  • Executives receive clear, actionable insights that improve decision-making
  • Financial risks, trends, and opportunities are identified early
  • Reporting and planning processes become increasingly efficient, automated, and scalable
  • Department leaders view FP&A as a strategic partner in managing performance and achieving business goals

$125,000 - $150,000 a year
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

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