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Financial Planning Assistant Jobs in San Ramon, CA

Fortinet

Sr. Manager, FP&A

Sunnyvale, CA · Hybrid

$127K - $174K/yr

Fortinet is expanding its Financial Planning & Analysis (FP&A) function, a strategic pillar ... You will assist in the ongoing governance of our sales expense footprint, providing vital financial ...

Fortinet, Inc.

Sr. Manager, FP&A

Sunnyvale, CA · On-site

$127K - $174K/yr

Fortinet is expanding its Financial Planning & Analysis (FP&A) function, a strategic pillar ... You will assist in the ongoing governance of our sales expense footprint, providing vital financial ...

Fortinet, Inc.

Sr. Manager, FP&A

Sunnyvale, CA · Hybrid

$127K - $174K/yr

Fortinet is expanding its Financial Planning & Analysis (FP&A) function, a strategic pillar ... You will assist in the ongoing governance of our sales expense footprint, providing vital financial ...

Lambda

Senior Corporate FP&A Analyst

San Francisco, CA · On-site

$169K - $197K/yr

Produce consolidated views of Revenue, OpEx, CapEx, and Headcount * Assist in preparing executive ... Support company-wide OpEx planning and tracking, including: * G&A functions (Finance, Legal, H ...

Mammoth Biosciences

Senior Analyst, FP&A

Brisbane, CA

$110K - $137K/yr

Reporting to the Director, FP&A, you will be the technical lead for our financial planning tools ... KEY RESPONSIBILITIES * Assist in the preparation and consolidation of the annual operating plan ...

Mammoth Biosciences

Senior Analyst, FP&A

Brisbane, CA · On-site

$110K - $137K/yr

Reporting to the Director, FP&A, you will be the technical lead for our financial planning tools ... KEY RESPONSIBILITIES * Assist in the preparation and consolidation of the annual operating plan ...

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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:
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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.

Senior Manager, Financial Planning & Analysis

Rondo Energy

Alameda, CA • On-site

$215K - $250K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 21 days ago

Job description

We are looking for a Senior Manager of FP&A to become the dedicated owner of Rondo Energy's financial planning engine at a pivotal moment of growth. Fresh off going live with its first ERP (NetSuite), Rondo is now building out its EPM platform and needs a hands-on finance leader to manage disciplined cash forecasting, drive the long-term corporate model, and deliver the near/mid-term cash forecast and reporting that inform leadership and the board. This is a high-impact role for someone who thrives on building scalable systems from the ground up while partnering closely with the CFO, Board, and cross-functional teams across a fast-growing, capital-intensive business.
What You Will Do (key responsibilities for this role include but are not limited to):
  • Model & forecasting - Own the consolidated financial model across the four planning layers - headcount, OpEx, revenue, and financing. Inherit the simplified in-house model and migrate it into Vena. Build and maintain driver-based scenario planning.
  • Cash & runway - Own the cash forecasting mechanics; produce the runway view to roughly one-to-two-week precision; partner directly with the CFO for capital-timing decisions
  • Planning cycles - Assist Controllership in running the annual budget, monthly reforecasting and scenario analysis, departmental cost management, and board-cycle refreshes
  • Reporting - Produce board packs, ELT summaries, and weekly cash reporting, with a focus on repeatability and automation
  • Systems / EPM - Complete the EPM buildout alongside an excellent cross-functional team of stakeholders-Corporate Controls, Project Controls, People, Commercial, and Department Budget Owners, among others. Partner closely with Corporate Controllership on NetSuite-sourced actuals; own the FP&A tool stack
  • Business partnering - Continuously refine and streamline consolidated FP&A processes across Controllership (actuals), Commercial (revenue & pipeline), People (headcount & comp), and the CFO (capital)

What You Will Bring:
  • Experience owning a company-level, driver-based financial model end-to-end
  • Elite Excel modeling; fluency at the nexus where GAAP/IFRS accounting meets forward-looking FP&A (translating GL/ERP actuals into forecast)
  • Experience with EPM implementation or ownership (Vena, Anaplan, Pigment, or Planful)
  • Capital-intensive / hardware / deep-tech / project-based-revenue context; comfort in a pre-scale, cash-disciplined environment
  • The ability to communicate confidently and directly with a Board- and ELT members
  • The ability to manage highly complex, nuanced needs while driving simplicity, durability, and repeatability in process construction and ownership
  • Experience in a high-growth, climate, energy, or industrials company, ideally with VC or similar early/mid-stage capital backing
  • A proven track record of flexibility and adaptability with fast changing environments
  • Curiosity-forward, intellectually-humble, and bias-toward-action-oriented approach to complex problem solving
  • Demonstrated success in leveraging frontier AI tools to generate real, team-oriented productivity improvements

What We Offer:
  • Comprehensive Medical Benefits
  • Dental & Vision Benefits
  • Life Insurance and ADD
  • Up to 13 paid holidays per year, in addition to a company week-long holiday in December
  • Flexible time off policy
  • Catered lunches on-site
  • 401(k) plan with company match
  • Rondo HQ is close to Oakland airport - one block from the Bay - and has stunning Bay views!

This role is hybrid and necessitates being on-site at our Alameda HQ 3 days per week. The estimated annual salary range for this role is $215,000 - $250,000 and it would be eligible for Rondo's excellent benefits listed above plus additional compensation in the form of equity. Please note that some pay bands may have wide ranges of compensation to accommodate candidates' diverse sets of skill levels and experience.
About the Company
We are transforming industrial decarbonization with our innovative Rondo Heat Battery technology. Rondo is deploying low-cost, zero-carbon Rondo Heat Batteries to accelerate the deployment of renewable energy and to significantly decarbonize industrial processes that are commonly thought of as "difficult-to-decarbonize". Our heat batteries charge from intermittent renewables to provide high temperature, continuous heat for customers safely, reliably, at an unprecedented 98% efficiency - and at a cost point that is lower than any other method.
Our technology is designed to replace fossil-fired boilers. By enabling industries to adopt renewable energy without costly factory changes, we are accelerating the transition to a sustainable future. With over $160 million in funding and partnerships across critical industrial sectors, Rondo is scaling rapidly to meet global demand.
Rondo Energy is an equal opportunity employer. We strive to create a supportive and inclusive workplace where contributions are valued and celebrated, and our employees thrive by being themselves and are inspired to do their best work. We seek applicants of all backgrounds and identities, across race, color, ethnicity, national origin or ancestry, citizenship, religion, sex, sexual orientation, gender identity or expression, veteran status, marital status, pregnancy or parental status, or disability. Applicants will not be discriminated against based on these or other protected categories or social identities.
Rondo is committed to the full inclusion of all applicants. If reasonable accommodation is needed to participate in the interview process, please let our recruiting team know.
We proactively work to design hiring processes that promote equity and inclusion while mitigating bias.
Note to Recruitment Agencies: Rondo does not accept unsolicited agency resumes. Furthermore, Rondo Energy does not pay placement fees for candidates submitted by any agency other than its approved partners.

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