Planning, Forecasting & Reporting Support preparation of organization-wide financial reporting ... Purchase Order & Financial Administration Assist Global Digital team members in managing external ...
Planning, Forecasting & Reporting Support preparation of organization-wide financial reporting ... Purchase Order & Financial Administration Assist Global Digital team members in managing external ...
FP&A Director
Bodega Bay, CA · Remote
Own the bottoms-up revenue forecast built from CRM pipeline data & BOM * Assist development of the ... Own the FP&A function's systems strategy; partner with Accounting on NetSuite as the ERP of record
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FP&A Director
Bodega Bay, CA · Remote
Own the bottoms-up revenue forecast built from CRM pipeline data & BOM * Assist development of the ... Own the FP&A function's systems strategy; partner with Accounting on NetSuite as the ERP of record
FP&A Director
Bodega Bay, CA · On-site +1
... * Assist theM&A diligence, build-vs-buy analysis, and pricing strategy work as the quantitative ... Own the FP&A function's systems strategy; partner with Accounting on NetSuite as the ERP of record
FP&A Director
Bodega Bay, CA · On-site +1
... * Assist theM&A diligence, build-vs-buy analysis, and pricing strategy work as the quantitative ... Own the FP&A function's systems strategy; partner with Accounting on NetSuite as the ERP of record
FP&A Manager - AI Trainer
Santa Rosa, CA · Remote
$50 - $100/hr
Review and improve AI Assistant answers to questions about macro trends, corporate finance, and ... and Insurance Planning. Advantages of contracting with us: * You'll be able to choose which ...
Quick apply
FP&A Manager - AI Trainer
Santa Rosa, CA · Remote
$50 - $100/hr
Review and improve AI Assistant answers to questions about macro trends, corporate finance, and ... and Insurance Planning. Advantages of contracting with us: * You'll be able to choose which ...
Financial Planner - AI Trainer
Santa Rosa, CA · Remote
$50 - $100/hr
Review and improve AI Assistant answers to questions about macro trends, corporate finance, and ... and Insurance Planning. Advantages of contracting with us: * You'll be able to choose which ...
Quick apply
Financial Planner - AI Trainer
Santa Rosa, CA · Remote
$50 - $100/hr
Review and improve AI Assistant answers to questions about macro trends, corporate finance, and ... and Insurance Planning. Advantages of contracting with us: * You'll be able to choose which ...
Financial Services Representative - State Farm Agent Team Member
Windsor, CA · On-site
$65K - $150K/yr
Provide clients with financial planning and investment advice. * Assist clients with portfolio management and asset allocation. * Conduct financial reviews and recommend appropriate products.
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Financial Services Representative - State Farm Agent Team Member
Windsor, CA · On-site
$65K - $150K/yr
Provide clients with financial planning and investment advice. * Assist clients with portfolio management and asset allocation. * Conduct financial reviews and recommend appropriate products.
Finance Manager
$110K - $140K/yr
Produce recurring and ad-hoc analysis and reporting of performance versus plan, metrics, and KPIs, and seek opportunities to reduce variances to plan. * Assist in developing and implementing an FP&A ...
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Finance Manager
$110K - $140K/yr
Produce recurring and ad-hoc analysis and reporting of performance versus plan, metrics, and KPIs, and seek opportunities to reduce variances to plan. * Assist in developing and implementing an FP&A ...
Financial Services Representative - State Farm Agent Team Member
Windsor, CA · On-site
$65K - $150K/yr
Provide clients with financial planning and investment advice. * Assist clients with portfolio management and asset allocation. * Conduct financial reviews and recommend appropriate products.
Financial Services Representative - State Farm Agent Team Member
Windsor, CA · On-site
$65K - $150K/yr
Provide clients with financial planning and investment advice. * Assist clients with portfolio management and asset allocation. * Conduct financial reviews and recommend appropriate products.
Assistant Controller
Santa Rosa, CA · On-site
Support future ERP enhancements, integrations, and financial systems implementations. * Improve close processes, reconciliations, reporting workflows, and documentation. Financial Reporting, Audit ...
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Assistant Controller
Santa Rosa, CA · On-site
Support future ERP enhancements, integrations, and financial systems implementations. * Improve close processes, reconciliations, reporting workflows, and documentation. Financial Reporting, Audit ...
Assistant Controller
Santa Rosa, CA · On-site
$140K - $160K/yr
Support future ERP enhancements, integrations, and financial systems implementations. * Improve close processes, reconciliations, reporting workflows, and documentation. Financial Reporting, Audit ...
Assistant Controller
Santa Rosa, CA · On-site
$140K - $160K/yr
Support future ERP enhancements, integrations, and financial systems implementations. * Improve close processes, reconciliations, reporting workflows, and documentation. Financial Reporting, Audit ...
Assistant Controller
Santa Rosa, CA · Hybrid
Support future ERP enhancements, integrations, and financial systems implementations. * Improve close processes, reconciliations, reporting workflows, and documentation. Financial Reporting, Audit ...
Assistant Controller
Santa Rosa, CA · Hybrid
Support future ERP enhancements, integrations, and financial systems implementations. * Improve close processes, reconciliations, reporting workflows, and documentation. Financial Reporting, Audit ...
Assistant Controller
Santa Rosa, CA · Hybrid
Support future ERP enhancements, integrations, and financial systems implementations. * Improve close processes, reconciliations, reporting workflows, and documentation. Financial Reporting, Audit ...
Assistant Controller
Santa Rosa, CA · Hybrid
Support future ERP enhancements, integrations, and financial systems implementations. * Improve close processes, reconciliations, reporting workflows, and documentation. Financial Reporting, Audit ...
... audit, financial planning and analysis, and IT systems oversight. The Director leads a dedicated team of four direct reports: Assistant Controller, Staff Accountant, AR/AP Coordinator, and ...
... audit, financial planning and analysis, and IT systems oversight. The Director leads a dedicated team of four direct reports: Assistant Controller, Staff Accountant, AR/AP Coordinator, and ...
Director of Finance & Accounting
Napa, CA · On-site
$175K - $195K/yr
... audit, financial planning and analysis, and IT systems oversight. The Director leads a dedicated team of four direct reports: Assistant Controller, Staff Accountant, AR/AP Coordinator, and ...
Director of Finance & Accounting
Napa, CA · On-site
$175K - $195K/yr
... audit, financial planning and analysis, and IT systems oversight. The Director leads a dedicated team of four direct reports: Assistant Controller, Staff Accountant, AR/AP Coordinator, and ...
Sr. Accounting Manager / Assistant Controller
Bodega Bay, CA · Hybrid
$145K - $165K/yr
Position Summary Treering is seeking an experienced and detail-oriented Assistant Controller to ... Support budgeting, forecasting, and financial planning activities. * Prepare schedules and ...
Quick apply
Sr. Accounting Manager / Assistant Controller
Bodega Bay, CA · Hybrid
$145K - $165K/yr
Position Summary Treering is seeking an experienced and detail-oriented Assistant Controller to ... Support budgeting, forecasting, and financial planning activities. * Prepare schedules and ...
Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). * Obtained your insurance licenses Skills: * Account ...
Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). * Obtained your insurance licenses Skills: * Account ...
Tax Manager - Novato, CA
$130K - $170K/yr
Review workpapers, financial statements, and tax filings to ensure accuracy and compliance with ... planning * Assist with tax notices, audits, and regulatory inquiries as needed * Stay current on ...
Quick apply
Tax Manager - Novato, CA
$130K - $170K/yr
Review workpapers, financial statements, and tax filings to ensure accuracy and compliance with ... planning * Assist with tax notices, audits, and regulatory inquiries as needed * Stay current on ...
Assistant Director of Finance
Calistoga, CA · On-site
$100K - $114K/yr
Support the development of financial strategies aligned with organizational goals and long-term vision. * Assist in preparing budgets and forecasts, including payroll and overhead expense planning.
Assistant Director of Finance
Calistoga, CA · On-site
$100K - $114K/yr
Support the development of financial strategies aligned with organizational goals and long-term vision. * Assist in preparing budgets and forecasts, including payroll and overhead expense planning.
Assistant Director of Finance
Calistoga, CA · On-site
$100K - $114K/yr
Reporting to the Director of Finance Business Partner, the Assistant Director of Finance ... expense planning. * Perform monthly financial analysis and report insights to senior leadership.
Assistant Director of Finance
Calistoga, CA · On-site
$100K - $114K/yr
Reporting to the Director of Finance Business Partner, the Assistant Director of Finance ... expense planning. * Perform monthly financial analysis and report insights to senior leadership.
Senior Financial Analyst - AI Trainer
Santa Rosa, CA · Remote
$50 - $100/hr
Review and improve AI Assistant answers to questions about macro trends, corporate finance, and ... and Insurance Planning. Advantages of contracting with us: * You'll be able to choose which ...
Quick apply
Senior Financial Analyst - AI Trainer
Santa Rosa, CA · Remote
$50 - $100/hr
Review and improve AI Assistant answers to questions about macro trends, corporate finance, and ... and Insurance Planning. Advantages of contracting with us: * You'll be able to choose which ...
Financial Planning Assistant information
See Santa Rosa, CA salary details
$38.8K - $45.7K
14% of jobs
$51.1K is the 25th percentile. Wages below this are outliers.
$45.7K - $52.5K
15% of jobs
The median wage is $58.8K / yr.
$52.5K - $59.4K
24% of jobs
$59.4K - $66.2K
17% of jobs
$70.8K is the 75th percentile. Wages above this are outliers.
$66.2K - $73.1K
9% of jobs
$73.1K - $80K
6% of jobs
$80K - $86.8K
3% of jobs
$86.8K - $93.7K
3% of jobs
$93.7K - $100.5K
3% of jobs
$100.5K - $107.4K
3% of jobs
$107.4K - $114.3K
3% of jobs
$38.8K
$66.3K
$114.3K
How much do financial planning assistant jobs pay per year?
What are some of the main ways a financial planning assistant supports financial advisors during client meetings?
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?
| Aspect | Financial Planning Assistant | Financial Advisor |
|---|---|---|
| Credentials | Typically requires a high school diploma or bachelor's degree; certifications like CFP are not mandatory | Often requires a bachelor's degree; CFP certification is common and preferred |
| Work Environment | Supports financial planners in an office setting, handling administrative and client support tasks | Works directly with clients to develop and implement financial plans |
| Employer & Industry Usage | Employed by financial planning firms, banks, or investment companies | Employed 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?
What are popular job titles related to Financial Planning Assistant jobs in Santa Rosa, CA?
For Financial Planning Assistant jobs in Santa Rosa, CA, the most frequently searched job titles are:
What job categories do people searching Financial Planning Assistant jobs in Santa Rosa, CA look for?
The top searched job categories for Financial Planning Assistant jobs in Santa Rosa, CA are:
What cities near Santa Rosa, CA are hiring for Financial Planning Assistant jobs?
Cities near Santa Rosa, CA with the most Financial Planning Assistant job openings:

ABB Group rating
8.4
Based on 77 frontline employees who took The Breakroom Quiz
98th of 489 rated machine equipment manufacturers
Job description
At ABB, we help industries outrun - leaner and cleaner. Here, progress is an expectation - for you, your team, and the world. As a global market leader, we'll give you what you need to make it happen. It won't always be easy, growing takes grit. But at ABB, you'll never run alone. Run what runs the world.
This Position reports to:
Lead Talent AcquisitionRoles and Responsibilities
- Business Controlling Financial Data Validation & Quality Ensure accuracy of financial data, business information, and reports through analysis, reconciliation, exception reviews, and provide recommendations to continuously enhance data quality.
- Business & Performance Analysis Conduct analysis of business performance versus plan and forecast, including cost/benefit evaluations to support decision-making. Planning, Forecasting & Reporting Support preparation of organization-wide financial reporting, business planning, and forecasting, while delivering ad-hoc reports as requested.
- Process Optimization & Automation Increase productivity by developing automated solutions, eliminating duplications, and identifying opportunities for process/report standardization across countries, divisions, and business units.
- Purchase Order & Financial Administration Assist Global Digital team members in managing external Purchase Orders, ensuring accurate invoicing, payments, provisions, and compliance with financial processes.
- Month-End Closing & Compliance Perform month-end closing activities, ensure processes and controls are implemented in line with Group and unit requirements, and maintain proper audit trails. Audit & Documentation Management Maintain documentation for tax, internal, and external audits, ensuring transparency, compliance, and readiness for future reviews.
- Hub-Level Responsibilities Provide analytical support at the hub level for performance tracking and forecasting. Assist controllers in consolidating and analysing data to ensure accuracy and completeness.
- Monitor key metrics and deliver early warnings on potential performance issues to enable timely corrective actions. Collaborate with financial professionals across Divisions, Hubs, Countries, and Functions to understand and analyse drivers of financial performance.
Qualifications for the role
- 2- 8 years' experience in Financial Planning and Analysis.
- Strong experience in Microsoft Office, particularly Microsoft Excel and Power BI
- Strong analytical and problem-solving skils. Thorough / detail-oriented approach
- Experience and knowledge in project business and project controlling are preferred
- Strong communication and Fluent in English
- Hands on experience in SAP FICO modules preferred
- Bachelor's or master's degree in a Finance and/or Accounting. CA/CMA/ MBA Finance preferred. Ability to work with diverse teams across different countries. Self-motivated with a strong commitment to quality
More about us
ABB Finance is a trusted partner to the business and a world-class team who delivers forward-looking insights that drive sustainable long-term results and operates with the highest standards. We value people from different backgrounds. Apply today for your next career step within ABB and visit www.abb.com to learn about the impact of our solutions across the globe. #MyABBStory It has come to our attention that the name of ABB is being used for asking candidates to make payments for job opportunities (interviews, offers). Please be advised that ABB makes no such requests. All our open positions are made available on our career portal for all fitting the criteria to apply. ABB does not charge any fee whatsoever for recruitment process. Please do not make payments to any individuals / entities in connection to recruitment with ABB, even if is claimed that the money is refundable. ABB is not liable for such transactions. Location Division Publication Start Date For current open positions you can visit our career website https://global.abb/group/en/careers and apply. Please refer to detailed recruitment fraud caution notice using the link https://global.abb/group/en/careers/how-to-apply/fraud-warning
A future opportunity
This role is part of our talent pipeline, which means it's not currently open, but we're always looking for curious minds, bold thinkers, and people who want to make an impact.
Click Apply to express your interest and be considered for future opportunities that match your experience and aspirations.
At ABB, we welcome people from all backgrounds and believe that diverse perspectives help us build a cleaner, smarter future.
Apply today or visit https://www.abb.com to learn more about how we help run what runs the world.
Employment Type: OTHERWhat ABB Group employees say
Pay
Benefits
Hours and flexibility
Workplace
Get the full story on Breakroom
About ABB Group
Sourced by ZipRecruiter
Take your next career step at ABB with a global team that is energizing the transformation of society and industry to achieve a more productive, sustainable future.At ABB, we have the clear goal of driving diversity and inclusion across all dimensions: gender, LGBTQ+, abilities, ethnicity and generations. Together, we are embarking on a journey where each and every one of us, individually and collectively, welcomes and celebrates individual differences.
Industry
Technology, communication and media
Company size
10,000+ Employees
Headquarters location
Cary, NC, US