Financial Advisor - Greater San Francisco Bay Area
Thrivent Financial for Lutherans 4.4
Finance internship job in Visalia, CA
Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you'll make an impact in the lives of the people you serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity.
At Thrivent, you'll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 14 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding program. After onboarding, you'll have control over the income you earn, as you'll be paid through commissions and incentives based on your success.
As a Thrivent Financial advisor, you will:
* Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith.
* Provide personal, actionable and achievable advice and connect clients to Thrivent products and programs.
* Develop and maintain genuine, long-term relationships throughout generations based on trust and understanding, with the ability to serve clients in your chosen community.
* Make client appointments by leveraging your network and Thrivent's reputation, delivering award-winning financial workshops and marketing your practice.
* Have the flexibility to control your schedule, allowing for work-life balance.
* Find a collaborative culture with colleagues who want you to be successful and are willing to help you do so.
* Get the support of specialists from every facet of the organization-such as business development, marketing, technology, engagement, and experienced advisors-as you build your business.
Desired Characteristics
Our culture and our people are special. We're looking for people who are - or want to become - part of the communities where clients live, work and worship. Whether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you're:
* Self-disciplined, independent and driven to succeed.
* Motivated by helping others and seeing them achieve their goals.
* A natural coach or guide with strong interpersonal skills.
* Passionate about living a life of generosity by serving others, not just selling products.
Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry, hospitality, military and more. Skills acquired in these fields transition well into the financial advisor role.
Requirements
* Bachelor's degree or equivalent experience. Military veterans are encouraged to apply.
* Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting.
* Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable.
Compensation and Benefits
You'll get all the benefits of a Fortune 500 organization and more. Here, you'll enjoy:
* Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures, recurring revenue streams, and dedicated planning fees for those who qualify.
* Medical, dental, vision, disability and accidental death and dismemberment insurance.
* Pension, 401(k) and retiree medical plans.
* Ongoing support, training and opportunity for professional growth as you build your business.
* Well-being programs to help you manage your physical, emotional and financial health.
* Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference.
* Membership programs that help you connect with your clients and engage Christians to make a real impact in your community.
About Thrivent
Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $179 billion in assets under management/advisement (as of 12/31/23). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance.
Thrivent values diversity and inclusion, and we're committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants.
To learn more about the privacy of your information, visit our workforce privacy policy at thrivent.com/privacy.
Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA's Broker Check for more information about our financial advisors.
Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.
Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources.
$43k-72k yearly est. Auto-Apply 60d+ ago
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Seasonal Grower Relations Intern - Fresno
The Wine Group 4.7
Finance internship job in Fresno, CA
Under the supervision of the Department Head and Grower Relations Senior Representatives, the Grower Relations Intern supports vineyard operations, grower communications, and harvest coordination. This six-month, hands-on internship provides practical exposure to commercial viticulture and winery grower relations in California's Central Valley. The intern assists with vineyard monitoring, data collection, crop estimation, maturity sampling, and grower interactions, gaining a full-season perspective from early summer through harvest. This position is ideal for individuals pursuing a career in viticulture, enology/winemaking, or agricultural management and is expected to begin in June.
As a core component of the internship, the intern completes a season-long project integrating vineyard operations, grower relations, and winemaking objectives. The intern is encouraged to propose and develop a project idea, subject to approval by a Grower Relations Senior Representative and relevant stakeholders. The project is intended to provide ownership, applied learning, and cross-functional exposure. The intern provides periodic progress updates and delivers a final written and/or oral presentation summarizing the project's objectives, methodology, results, challenges, and key learnings at the conclusion of the internship term.
ESSENTIAL FUNCTIONS
Assist with vineyard monitoring, including phenology tracking, vine health assessments, irrigation observations, and pest/disease scouting.
Support grower relations activities by maintaining professional, timely communication with growers and vineyard managers.
Collect grape maturity samples; process samples; and assist with basic fruit chemistry analysis (e.g., Brix and other maturity metrics, as applicable).
Create, maintain, and distribute a weekly maturity sampling schedule; coordinate with vineyard teams and growers to ensure timely collection, delivery, and reporting of results throughout the season.
Participate in crop estimation, yield tracking, and harvest data collection.
Support harvest preparation and logistics, including scheduling support, vineyard readiness checks, and coordination with winery personnel.
Maintain accurate vineyard and grower records-including irrigation observations, sampling results, crop estimates, and harvest metrics-using vineyard management software and/or spreadsheets.
Work closely with the winemaking team and external growers to develop alignment on grape maturity and harvest timing.
Participate in occasional winemaking tastings (schedule permitting) to observe QC review and fermenter evaluation during harvest, build cross-functional relationships, and understand how maturity and picking decisions influence wine style and quality.
Support special vineyard or grower-related projects as assigned.
Comply with all company safety policies, food safety standards, and regulatory requirements.
Perform other duties as assigned in support of vineyard and winery operations.
This job description summarizes the typical functions of the internship and is not an exhaustive list of responsibilities, tasks, or duties. Responsibilities may vary, and additional duties may be assigned as business needs require.
QUALIFICATIONS
High school diploma or GED equivalent required.
Current senior or recent graduate in Viticulture, Enology, Agricultural Science, or a related field preferred.
Must be 21 years of age or older at the start of employment.
Interest in vineyard operations, grower relations, and wine grape production.
Proficiency with Microsoft Office (Excel, Word, Outlook); experience with GIS software preferred.
Strong attention to detail and ability to collect, organize, and record data accurately.
Commitment to excellence and high standards.
Ability to prioritize, meet deadlines accurately, and work with minimal supervision.
Strong verbal and written communication skills.
Ability to work independently and as part of a team; exercises sound judgment and discretion.
Valid driver's license and reliable personal transportation required (mileage reimbursed; company vehicle not provided).
Willingness to work flexible hours during peak seasonal demands, including harvest.
PHYSICAL DEMANDS
While performing the duties of this internship, the intern frequently:
Walks, stands, kneels, bends, and climbs for extended periods, often on uneven vineyard terrain.
Works outdoors in varying weather conditions, including heat, cold, wind, and dust.
Lifts and carries up to 50 pounds.
Performs repetitive hand and arm movements related to sampling and data collection.
Drives to multiple vineyard locations throughout the Central Valley.
Work is primarily performed in vineyards throughout California's Central Valley, with some time in winery and office environments. The intern may be exposed to agricultural chemicals in accordance with applicable safety regulations and training. The role involves working around heavy and/or loud machinery (e.g., tractors and winery processing equipment). Summer heat may be significant. Work schedules may include early mornings, weekends, and extended hours during critical vineyard and harvest periods.
COMPENSATION
Hourly Pay Rate Posted: $24.00/hr.
At The Wine Group, we are proud to be an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, genetic information, national origin, disability, protected veteran status, or other characteristic protected by law.
#LI-CG1
$24 hourly 2d ago
Student Finance Advisor (60471)
Iec Corp Group 3.5
Finance internship job in Fresno, CA
We're Looking For: Someone with tenacity, passion, discipline and grit to join our team as an Student Finance Advisor at our Fresno campus.
To Do What: You will assist the Director of Student Finance in administering financial aid programs.
Who Are We: UEI College is a leader in post-secondary career education and we are obsessed with student success. Our company is fast-growing and has opportunities for growth and advancement.
What We Offer: We are a Certified Employee-Owned Company and our full-time colleagues have a variety of benefits available to them, such as Medical, Dental, Vision, Life and even Pet Insurance. We offer Disability Coverage, a generously matched 401(k) plan, vacation, paid holidays and more!
Some of the great work you'll do includes:
Interview prospective students to determine financial aid eligibility.
Review student files for completeness and accuracy for submission.
Review and authorize students' Financial Aid awards.
Your qualifications include:
At least 1 years of experience in a financial aid department of an accredited college or university with direct responsibility for advising on or awarding Title IV activities or programs preferred.
Associates degree or comparable work experience required. Bachelor's degree with coursework in math, business, finance, auditing or accounting preferred.
$54k-102k yearly est. 16d ago
Financial Professional
Osaic
Finance internship job in Fresno, CA
Current Employees and Contractors Apply HereOsaic Careers
Veater Financial Group Opportunity in Financial Services
Finance Professional
Type: Full-time
Salary: $80K - $90K
BONUS OPPORTUNITY
This position may be eligible for a bonus. If eligibility is confirmed, the specific terms, conditions, and applicable bonus plan details will be communicated in accordance with policies.”
Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, experience, and education.
Our competitive salaries are just one component of Osaic's total compensation package. Additional benefits include: health, vision, dental insurance, 401k, vacation and sick time, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: *******************************************
Position Summary:
Primary responsibility for working with clients to support the achievement of their financial goals. This includes responsibility for preparing investment portfolio research, analysis and reports to support investment performance meetings with VFG clients.
Description of Duties:
Generate investment reports and analysis and assist President and other VFG financial professionals in preparation for client performance meetings.
Meet with clients to establish financial goals and communicate the VFG investment beliefs.
Attend new client appointments and second closing meetings with President as assigned.
Complete client financial plans and structure investment portfolio's to address goals as well as prepare client trade instructions.
Meet with clients on a regular basis to complete client account analysis, manage portfolio changes and document client meeting notes and upload into the system and/or assign follow-up as may be needed.
Extend invitations to new client introductory seminars and other outreach efforts that expand the VFG client base.
Maintain the highest level of confidentiality with all information obtained.
Demonstrates knowledge of, and supports, Veater Financial Group vision value statements, standards, policies and procedures, operating instructions, confidentiality standards, and the code of ethical behavior.
Participate in weekly staff meeting.
On occasion, professionally represent VFG at community events.
Perform any other duties deemed necessary for the smooth operation of the company.
Essential Qualifications:
Bachelor's Degree or equivalent work experience/licensure preferred.
Ability to present and communicate ideas and concepts in public and private, verbally and in writing.
Demonstrated accuracy and thoroughness to ensure the highest quality of work.
Ability to demonstrate a positive customer service attitude and good personal skills.
Experience using Microsoft Office and internet.
Ability to work independently to meet deadlines and ability to effectively organize and maintain accuracy, sensitivity, and confidentiality.
Excellent problem solving, strong organizational and communication skills.
Strong analytical skills and attention to detail.
Required:
FINRA Series 7 and Series 66 licensure or CFP designation
Current Employees and Contractors Apply Here
$80k-90k yearly Auto-Apply 15d ago
US Experienced Financial Advisor
Edward Jones 4.5
Finance internship job in Fresno, CA
**We're bullish about your future here.** Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as an Edward Jones advisor, you're at the helm. That's why we provide every possible resource to help you succeed. A branch office administrator to help you run your branch. World-class products, services and support. And the stability of a firm built on a long-term investment philosophy that has helped our clients achieve their goals for nearly a century. Empowering you to deliver tailored solutions to meet your clients' unique and complex needs. Building your practice your way - with 100% support from us.
**Job Overview**
As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by branch associates, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from over 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.
Our financial advisors are a valued part of our firm, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results.
Edward Jones is built to help you positively impact clients' lives, helping them achieve their long-term financial goals as you make a difference in your community.
**Key Responsibilities**
+ Build relationships to create new clients via face-to-face and virtual sourcing strategies (e.g., residential, business, networking, introductions and referrals, social media and speaking engagements).
+ Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help clients achieve their goals.
+ Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
+ Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
+ Create a highly engaging environment in the branch of mutual trust, respect, feedback, and accountability.
+ As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities, as well as required training to maintain registrations and licenses in good standing.
+ A firm-provided branch office in the community.
+ Client support to help lighten the load so you can focus on your clients.
+ A support network that extends from your client support team office to your region to the home office - You'll work independently but will have a team of thousands backing you every step of the way.
**Benefits:**
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page (*********************************************************************************************** .
**Earn salary, commissions, new asset compensation**
+ No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in
+ A multi-faceted compensation package that also includes opportunities for profitability bonuses, profit sharing, and incentive travel
+ The flexibility that you need to balance your personal and professional lives - the best of both worlds
As every situation is unique, speaking with a recruiter is recommended. You can may calculate a preliminary total compensation with this calculator (******************************************************************************************************
Hiring Minimum $50,000
Hiring Maximum $125,000
Applications for this role are accepted on an ongoing basis.
Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf .
Read More About Job Overview
**Skills/Requirements**
Financial advisors succeed by demonstrating a unique combination of ambition, self-motivation and commitment to establishing long-term client relationships. Financial advisors are driven by performance, and we ensure that their compensation and earning potential is reflective of their performance. They're confident and possess the ability to think critically, with sound judgment.
**What characteristics would make you a successful financial advisor?**
+ Strong communications skills and self-starter
+ Love of learning and challenges, including determination to succeed
+ Skilled in long-term relationship building
+ Adaptable to new information seeking the right solutions for clients
+ Comfortable in your ability to think critically
+ Passion for new opportunities
**Candidate qualifications:**
+ Series 7 and Series 66 required
+ Experience in financial services working with clients, in-depth knowledge of investment products and services with a track record of success
+ State insurance licenses preferred
+ Preferred additional professional designations such as CFP or CERTIFIED FINANCIAL PLANNER and/or CRPC or Chartered Retirement Planning Counselor
Read More About Skills/Requirements
**Awards & Accolades**
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (***********************************************************************
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (************************************************************************************
Read More About Awards & Accolades
**About Us**
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report (******************************************************************************************************************************************** .
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
$50k-125k yearly 40d ago
Financial Advisor
First Command Financial Services 4.7
Finance internship job in Lemoore, CA
Financial Advisor Careers at First Command:
Shaping Positive Financial Behaviors since 1958
First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial behaviors through face-to-face coaching with military families. We embrace time-tested financial principles and a client-first philosophy. We inspire and motivate clients to take the first or next step on the path to financial security.
· 3 out of 4 of our Financial Advisors are veterans or military spouses.
· With 165+ offices nationwide, many are located near military installations.
First Command is committed to helping military families get their financial lives squared away. Are you seeking a financial advisor job or wondering how to become a Financial Advisor at First Command? As we continue to expand our Financial Advisor force, we are seeking leaders who have entrepreneurial mindsets and a desire for professional growth. Your experience matters.
What our Financial Advisors do:
They are the personal coach to our Nation's military families and are focused on a financial plan that is constantly evolving to meet short-term and long-term financial goals.
They help military families manage day-to-day finances, build lifetime assets, and protect against the unexpected
They engage with the community to bring new clients to First Command, with the support of the local district team and Home Office.
They engage directly with the military community by partnering with local military organizations, military units, and other supporting institutions.
They coach military families on how to build a comprehensive financial plan that includes:
Savings/banking
Investments/wealth management
Insurance/risk management
What we offer:
We have a specialized licensing and comprehensive training program designed for veterans, transitioning service members and military spouses to start and grow a successful Financial Advisor career.
We will sponsor your pursuit of full registration and licensing as a Financial Advisor using our tools and resources to guide you through the process.
You will prepare and test for your SIE, S6, S63, S65 and state Life & Health licenses.
Upon successful completion of the licensing phase, First Command may offer you the opportunity to join our paid training program with a local district office.
As you begin this career, your First Command Financial Advisor salary will consist of an hourly wage for 3 months, initially expected to be minimum wage in the state in which you are employed. After three months, you may transition to a salaried position that offers progressive incentives during for the remainder of the nine-month paid training period.
What to expect after training:
At the conclusion of the paid trainee program, First Command may offer you the opportunity to become an independent contractor Financial Advisor with First Command, through which you can control your career trajectory and be compensated based on your work and the results you achieve as an independent contractor.
There is no cap on your earning potential: Your compensation reflects your effort and is based on competitive commissions, residual income, bonuses, and deferred compensation. The average compensation during the first year as an independent contractor Financial Advisor with First Command ranges in commissions and bonuses.
We offer professional development: including progressive leadership programs through classroom training and annual workshops to help prepare you for future leadership opportunities.
Set your own schedule to manage work-life balance.
Portable career opportunities throughout the United States which allow your career to move with you.
Desired Qualifications:
Military experience or affiliation
Bachelor's degree
Proven leadership skills
Learn more about First Command:
First Command has been helping military families pursue their goals and dreams through Financial coaching and guidance since 1958. To learn more about us, visit Financial Services Careers | First Command.
#LI-AM4
$63k-103k yearly est. 18d ago
Financial Analyst
Family Healthcare Network 4.2
Finance internship job in Visalia, CA
Primary Accountability
The Financial Analyst is responsible for coordinating statutory reporting by developing the expertise to extract meaningful data from various financial and clinical systems analyzing financial plans, budgets, and reports.
Description of Primary Responsibilities
Responsible for preparing the annual operating and capital budgets.
Coordinates activities for formulation, monitoring and presentation of budgets.
Prepares budgets based on statistical studies and analysis of past and current years.
Conducts follow-up analysis comparing projected budget analysis with actual performance.
Responsible for preparing documents and reports for federal, state and local government agencies.
Prepares Uniform Data System (UDS) report for the Bureau of Primary Health Care and the Annual Utilization Report of Primary Care Clinics for the Office of Statewide Health Planning and Development (OSHPD.)
Prepares cost reports and budget reports for DHCS, HRSA, Title X, and other Grant-related entities.
Participates in the audit process as required by federal, state, or local agencies
Assists in the month-end and year-end close activities and reporting.
Reviews journal entries.
Analyzes account balance variances to assess accuracy of general ledger.
Develops optimal methods for communicating financial information through the use of graphs, charts, and tables for month-end or year-end presentation.
Prepares schedules and analysis for the annual financial audit.Performs detailed analysis to assist with internal decision-making. and year-end close activities and reporting.
Performs detailed analysis to assist with internal decision-making.
Prepares cost reports, and cost-benefit analysis on various sites, departments or clinical specialties.
Prepares profitability and feasibility studies to access new opportunities for the organization.
Assembles and summarizes data, presents findings, and makes recommendations to management.
Performs detailed analysis to assist with internal decision-making
Performs other duties as assigned.
Description of Primary Attributes
Professional & Technical Knowledge:
Possesses specific advanced knowledge skills, including written and verbal communications skills, computational, computer and technical skills, and mathematical knowledge acquired through the completion of a Bachelor's Degree program with a recognized major, and;
Two years of progressive responsible experience in finance analysis, business administration, general accounting, economic analysis, or related area preferred.
Technical Skills:
Ability to create highly complex documents in Microsoft Word, including linking multiple files and embedding objects linked to other documents.
Ability to use advanced functions of Microsoft Excel, such as to create and manage databases, including creating standardized reports, or link multiple worksheets and workbooks.
Ability to develop sophisticated presentations in Microsoft PowerPoint, including the use of embedded objects, transitions and other elements.
Licenses & Certifications: None required.
Communications Skills:
Job duties require the compilation and analysis of information prepared in effective written form, including correspondence, reports, articles or other documentation.
Duties require preparation and execution of presentations to large groups.
Physical Demands: The physical demands described here in this job description are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential function.
While performing the duties of this position, the employee is regularly required to sit and use repetitive hand movement to type and grasp. The employee is frequently required to stand or walk; and occasionally lift and/or move up to 20 pounds.
Pay Scale:
Min Salary Rate: $71,552.23
Max Salary Rate: $114,483.56
$71.6k-114.5k yearly Auto-Apply 5d ago
Financial Consultant - Woodland Hills, CA
Fidelity Investments 4.6
Finance internship job in Selma, CA
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 model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.
The Purpose of Your Role
Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.
The Expertise We're Looking For
Previous success in building relationships, uncovering needs and recommending solutions
FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire
Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility
Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
The Skills You Bring
Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
Being coachable, collaborative, and curious are your "go to" attributes
Committed to delivering an outstanding customer experience with a passion for seeing others thrive
Motivated by results and finding solutions, you take initiative and exceed customer expectations
Extensive knowledge of investment solutions
Our Investments in You
Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!
The Value You Deliver
Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals
Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future
Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills
You have a steadfast commitment to your clients while making a positive impact in the community
The base salary range for this position is $60,000 - $75,000 per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Certifications: Certified Financial Planner / CFP Issuing Authority, Series 07 - FINRA, Series 66 - FINRA Category: Sales
$60k-75k yearly 2d ago
Student Finance Advisor (60471)
International Education Corporation 4.1
Finance internship job in Fresno, CA
We're Looking For: Someone with tenacity, passion, discipline and grit to join our team as an Student Finance Advisor at our Fresno campus. To Do What: You will assist the Director of Student Finance in administering financial aid programs. Who Are We: UEI College is a leader in post-secondary career education and we are obsessed with student success. Our company is fast-growing and has opportunities for growth and advancement.
What We Offer: We are a Certified Employee-Owned Company and our full-time colleagues have a variety of benefits available to them, such as Medical, Dental, Vision, Life and even Pet Insurance. We offer Disability Coverage, a generously matched 401(k) plan, vacation, paid holidays and more!
Some of the great work you'll do includes:
Interview prospective students to determine financial aid eligibility.
Review student files for completeness and accuracy for submission.
Review and authorize students' Financial Aid awards.
Your qualifications include:
At least 1 years of experience in a financial aid department of an accredited college or university with direct responsibility for advising on or awarding Title IV activities or programs preferred.
Associates degree or comparable work experience required. Bachelor's degree with coursework in math, business, finance, auditing or accounting preferred.
$43k-71k yearly est. 17d ago
Financial Analyst
Community Health System 4.5
Finance internship job in Fresno, CA
*All positions are located in Fresno/Clovis CA*
Oppertunities for you
Consecutively recognized as a top employer by Forbes, and in 2025 by Newsweek
Free Continuing Education and certification
Tuition reimbursement, education programs and scholarships
Vacation time starts building on Day 1, and builds with your seniority
Free money toward retirement with a 403(b) and matching contributions
Great food options with on-demand ordering
Free parking and electric charging
Commitment to diversity and inclusion is a cornerstone of our culture at Community. All are welcome as valued members of our community.
We know that our ability to provide the highest level of care is through taking care of our incredible teams. Learn more on our Benefits page.
Responsibilities The Financial Analyst is responsible for providing financial, analytical, and reporting support to assist in operational and strategic decision making for Community Health Partners (CHP). This individual collaborates with various inter-departmental teams and external partners to develop reports and dashboards that measure and trend key performance metrics. Assists with the design, development, and maintenance of reporting systems for business operations. Participates in other projects as directed. Qualifications • Bachelor's Degree in Accounting, Finance, Business Administration or related field required Disclaimers
• Pay ranges listed are an estimate and subject to change.
• If any bonuses are noted, they are only applicable to external hires meeting criteria.
$68k-90k yearly est. Auto-Apply 52d ago
Financial Analyst
Creative Financial Staffing 4.6
Finance internship job in Tulare, CA
Pay: $75,000-$80,000 + full benefits Industry: Agriculture
A well-established agriculture company in Tulare County is seeking a Financial Analyst to support reporting, budgeting, and operational decision-making. This role is perfect for someone who enjoys digging into data, improving processes, and partnering with leadership to drive profitability.
Why You'll Love This Opportunity
Stable, reputable agriculture organization
Collaborative, supportive team environment
Opportunities for growth and cross-functional exposure
What You'll Do
Prepare financial reports, dashboards, and KPIs for management
Support budgeting, forecasting, and variance analysis
Analyze cost trends, labor, production, and operational performance
Assist with month-end close and financial modeling
Provide data-driven insights to operations and finance leadership
Help identify opportunities for efficiencies and cost savings
Maintain accuracy of financial data and support special projects
What You Bring
Bachelor's degree in Accounting, Finance, or related field
2-5 years of experience in financial analysis or corporate accounting
Strong Excel and financial modeling skills
Experience in agriculture or manufacturing is a plus
Detail-oriented with excellent analytical and communication skills
#INDEC2025
$75k-80k yearly 1d ago
Local Financial Advisor at Exeter, CA location
Harvest Wealth Group
Finance internship job in Exeter, CA
Job Description
*Job requires relocation to the Exeter, CA area* In the Financial Advisor role, you will be responsible for the growth and care of an assigned client base as well as acquiring new qualified clients for the practice. You will hold client meetings, perform case analyses, and develop recommendations for financial plans.
You will love it here if you:
Are Scrappy
Obsessively Serve
Live Stronger United
Believe Excellence Wins
In addition, you will be a resource to the senior advisors, delivering a unique client experience through managing, gathering, and analyzing client data, helping prepare financial plans and other client deliverables, working with clients to resolve issues and other practice management tasks as needed. You will sit in on client meetings with the franchise advisor.
This position requires someone with great attention to detail, someone that can establish priorities, and follow timelines to meet deadlines. This position will consistently follow high business and professional ethics standards and legal and regulatory requirements. You'll be provided with plenty of opportunities for growth, including full or senior advisor roles.
Responsibilities will change over time to meet the needs of the practice and can include other duties as assigned.
Job Duties
Prepare for client meetings focused on planning discussions
Perform case analysis and develop recommendations that will fit the client's risk tolerance, goals, and time frame
Conduct and/or participate with senior advisors in client meetings to present recommendations and deliver advice
Answer client questions as it relates to servicing their accounts
Conduct transactions on behalf of clients
Implement key marketing activities
Assign and delegate work to other practice team members when appropriate
Support the growth of the practice and perform other duties as assigned
Key Traits of a Successful Financial Advisor
Ability to meet with clients and present planning strategies
Ability to source prospective clients
High level of interpersonal skills
Initiative in business development
Entrepreneurial perspective and desire to grow the business
Ability to recommend suitable investment products and services
Success at planning and managing resources
Ability to adhere to rules and regulations
Positive attitude and sincere willingness to constantly learn and grow
Required Qualifications
2+ years of similar experience preferred
Fully licensed, including Series 7, Series 66, and State Life, Accident and Health
Job Type: Full-time
Pay: From $65,000.00+ per year w/ potential for quarterly bonus pay plus benefits
$45k-89k yearly est. 4d ago
Finance Analyst
Sysco 4.4
Finance internship job in Selma, CA
Company:
US0163 Sysco Raleigh, LLC
Sales Territory:
None
Zip Code:
27576
Travel Percentage:
0
COMPENSATION INFORMATION:
The pay range provided is not indicative of Sysco's actual pay range but is merely algorithmic and provided for generalized comparison. Factors that may be used to determine rate of pay include specific skills, work location, work experience and other individualized factors
JOB SUMMARY
Support strategies to help drive increased profitability, process efficiency, reduce costs and overall business improvement. Partner with leadership to deliver financial and strategic results through the utilization of Financial Planning & Analysis of best practices. Support corporate FP&A (financial planning & analysis) processes, initiatives and reporting within Operations.
RESPONSIBILITIES
Facilitate Annual Operating Plan (AOP) process and tools within the Region
Support Region management in preparation of the monthly business review for corporate
Support Region management in the preparation of the quarterly Business Review
Support the Region finance team is the monthly close process
Collaborate with Sysco Business Services in the monthly process to ensure a timely accurate close
Develop, and deploy tools and processes across the organization as business defines
Perform customer incentive analysis and propose recommendations
Provide support cross-functionally with all departments on both local and corporate initiatives
Financial modeling and ad hoc analytics
Perform other duties as assigned
Education
Bachelor's degree in Accounting or Finance required
MBA Degree
Experience
1+ years of Financial or business-related analysis experience or equivalent combination of education and experience.
Professional Skills
Strong analytical, organizational, interpersonal skills and broad knowledge of accounting principles, practices, and procedures
Excellent verbal and written communication skills
Ability to deal with a diverse group of people
Must be able to work on multiple projects concurrently and capable of working with little direct supervision
Applicants must be currently authorized to work in the United States.
We are proud to be an Equal Opportunity and Affirmative Action employer, and considers qualified applicants without regard to race, color, creed, religion, ancestry, national origin, sex, sexual orientation, gender identity, age, disability, veteran status or any other protected factor under federal, state or local law.
This opportunity is available through Sysco Corporation, its subsidiaries and affiliates.
BENEFITS INFORMATION:
For information on Sysco's Benefits, please visit *************************
OVERVIEW:
Sysco is the global leader in foodservice distribution. With over 71,000 colleagues and a fleet of over 13,000 vehicles, Sysco operates approximately 333 distribution facilities worldwide and serves more than 700,000 customer locations.
We offer our colleagues the opportunity to grow personally and professionally, to contribute to the success of a dynamic organization, and to serve others in a manner that exceeds their expectations. We're looking for talented, hard-working individuals to join our team. Come grow with us and let us show you why Sysco is at the heart of food and service.
AFFIRMATIVE ACTION STATEMENT:
Applicants must be currently authorized to work in the United States.
We are proud to be an Equal Opportunity and Affirmative Action employer, and consider qualified applicants without regard to race, color, creed, religion, ancestry, national origin, sex, sexual orientation, gender identity, age, disability, veteran status or any other protected factor under federal, state or local law.
This opportunity is available through Sysco Corporation, its subsidiaries and affiliates.
$69k-105k yearly est. 12d ago
Financial Analyst
Haystack Consultants
Finance internship job in Fresno, CA
Job Title: Financial Analyst - Pricing & Tax About the Company:
A growing international manufacturer committed to innovation and excellence. As expansion takes place within a global footprint, we are seeking a detail-oriented and analytical Financial Analyst to support pricing strategies and tax compliance efforts. This role will play a key part in optimizing financial performance across multiple markets.
Job Summary:
The Financial Analyst - Pricing & Tax will be responsible for analyzing product pricing, evaluating cost structures, and ensuring tax compliance across various regions. The ideal candidate will have strong analytical skills, experience in financial modeling, and a solid understanding of tax regulations that impact international manufacturing.
Key Responsibilities:
Pricing Analysis & Strategy:
Develop and maintain pricing models to optimize profitability while remaining competitive in international markets
Conduct cost analysis to evaluate the impact of raw materials, labor, and logistics on pricing decisions
Support the development of pricing strategies for new products and markets
Monitor pricing trends, competitor pricing, and market conditions to inform strategic adjustments
Tax Compliance & Analysis:
Work with internal teams and external advisors to ensure compliance with international tax regulations
Assist in sales tax, VAT, and other indirect tax calculations for different jurisdictions
Analyze the impact of tax laws and tariffs on product pricing and supply chain decisions
Support tax reporting, documentation, and audits related to pricing and financial transactions
General Financial Analysis:
Prepare financial reports, variance analyses, and profitability forecasts
Collaborate with cross-functional teams, including supply chain, legal, and sales, to ensure financial alignment
Identify opportunities to improve cost efficiency and tax savings
Qualifications:
Bachelor's degree in Finance, Accounting, Economics, or a related field (Master's degree or CPA is a plus)
5+ years of experience in financial analysis, pricing, or tax-related roles (preferably in manufacturing or international business)
Strong proficiency in Excel, financial modeling, and data analysis
Experience with ERP systems and financial software (SAP, Oracle, or similar)
Understanding of international tax regulations, VAT, and transfer pricing principles
Strong problem-solving and analytical skills with a keen eye for detail
Excellent communication and collaboration skills
Why Consider this Role?
Be part of a fast-growing international company with exciting career growth opportunities
Work on complex financial projects with global impact
Competitive salary, benefits, and a collaborative work environment
How to Apply:
If you're a finance professional with a passion for pricing strategy and tax compliance, we'd love to hear from you! Apply here for consideration. All applications and inquires will be kept confidential.
$65k-100k yearly est. 60d+ ago
Business Management Intern
Pacific Coast Building Products 4.2
Finance internship job in Fresno, CA
Internship Opportunity in the Building Materials Supply Industry.
Pacific Coast Supply is a family-owned distributor of building products with over 50 locations throughout the Western United States and has been serving the needs of the construction industry and enriching our communities since 1953.
Employees are the key to our growth, and we are looking for high quality candidates with a career in mind.
We are looking for candidates who are eager to work in the Building Material Supply industry.
Internship candidates will learn the safety and production skills, such as loading, unloading, and logistics efficiency. The duties may include heavy lifting and manual/physical labor.
Those who show aptitude will have an opportunity to professional sales, finance, and leadership careers.
$18.00 - $20.00 Hourly
Job Requirements
Excellent communication skills
A good safety attitude and able to follow instructions
Dependable, responsible contributor committed to excellence and success
Must be able to effectively prioritize and manage numerous activities.
We are an equal opportunity employer and promote a drug-free workplace.
$18-20 hourly 20d ago
Farm Management Intern
Bee Sweet Citrus 3.9
Finance internship job in Fowler, CA
Job Description
Title
Farm Management Intern
Bee Sweet Citrus, Inc. is a grower, packer, and shipper of citrus and is a leader in today's agriculture industry. Bee Sweet Citrus Inc. is a family owned and operated company, providing over 10 different varieties to its consumers. Located in the heart of California's Central Valley, Bee Sweet Citrus, Inc. is focused on innovation, sustainability, and customer satisfaction.
Job Overview
Bee Sweet Citrus is seeking an optimistic, committed, and motivated student who is currently studying Agriculture Business (or related degrees), to engage in the management of its fresh citrus production lines or farming operations. This internship will require a minimum of 20 hours a week, in order to obtain the wide-ranging experience needed to succeed in this internship. Internships typically last three months, however, this internship may be extended based on your 90-day evaluation.
Duties/Responsibilities
Understanding of plant agronomy
Know how to communicate with team members
Knowledge of different types of soils, water, fertilizers and tree health
Must be organized
Must understand farm equipment
Must be hands on
Be able to work effectively within a team
Must have computer skills and know how to use Microsoft Word, Excel, and Outlook
Required Skills/Abilities
Bilingual (English/Spanish) is preferred
Must have a clean driving record
Must be able to follow our Fleet Safety Program and Policies
Knowledge of basic computer skills
Understanding of quality standards and health and safety regulations
Ability to work effectively and efficiently independently and in a team setting
The ability to communicate information and ideas in writing so others will understand
The ability to tell when something is wrong or is likely to go wrong
Physical Requirements
Must be able to think rationally and apply logic during high-stress situations
Exercise a variety of tasks, sometimes simultaneously
Use arms to reach and hands to grasp and manipulate large and small objects.
Stand for long periods at a time
Work with, and/or in close proximity to, equipment with moving mechanical parts.
Work outdoors in diverse weather conditions
Lift, push and/or pull objects whose weight may exceed fifty pounds.
Experience
Enrolled in an accredited university or college
AG Business majors or related degree
Pay Offered/Benefits
$17.50 per hour
Health wellness program that covers regular doctor visits, eye exams, etc. with only a minor copay
Scholarship Opportunities
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$17.5 hourly 14d ago
Financial Analyst I (Fresno Regional Office)
Winncompanies 4.0
Finance internship job in Fresno, CA
WinnCompanies is looking for a motivated and detail-oriented Financial Analyst I to join our team in our Fresno Regional Office. In this role, you will be responsible for the data collection and reporting of a portfolio of multi-family housing entities, assisting with preparation of annual budgets, and completing other special projects as required by the management company and owners.
Please note that the pay range for this position is $25.00 to $28.00 per hour. Final salary will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
There is no relocation assistance for this position.
Responsibilities
Assist with financial and operational planning, budgeting, reforecasting, data management, analysis, and reporting. Ensure all internal and external financial reporting requirements and deadlines are met.
Monitor all accounting functions: accounts receivable, accounts payable, general ledger review, and rent roll management.
Review, track, and support replacement reserve activity.
Identify and improve the financial status of properties by comparing and analyzing actual results with plans and forecasts under the direction of the Financial Analyst II/Senior Financial Analyst.
Monitor variances, identify trends, communicate important findings, and recommend actions to management.
Work closely with various departments in ensuring full data integrity and quality reporting. Provide support, analysis, and recommendations on key strategies and initiatives.
Identify notable issues and orchestrate resolutions with team members.
Complete ad-hoc assignments as needed by the executive team.
Requirements
Bachelor's degree in Finance or Accounting.
Minimum of 1 to 3 years' experience in Finance or Accounting.
Advanced level skills in MS Office that includes Outlook, Word, Excel, PowerPoint or Access and other web-based applications.
Produce complex documents, perform analysis and maintain databases.
Ability to communicate clearly and effectively, verbally and in writing, with internal and external customers. Must be comfortable with public speaking and facilitating presentations to management and leadership.
Full working knowledge of standard concepts, practices, procedures, and policies with the ability to use them in varied situations.
Flexibility to adapt and respond to various work changes and use independent judgment and manage priorities.
Provide a high level of customer service to internal and external customers in a professional, service oriented, respectful manner using skills in active listening and problem solving.
A current driver's license in good standing and ability to meet the driving records standards outlined in the Company Safe Vehicular Operations Policy.
Preferred Qualifications
Bachelor's degree in finance or accounting.
1-3 years of experience in finance.
$25-28 hourly 29d ago
Financial Professional
Osaic
Finance internship job in Fresno, CA
Veater Financial Group Opportunity in Financial Services Finance Professional Type: Full-time Salary: $80K - $90K BONUS OPPORTUNITY This position may be eligible for a bonus. If eligibility is confirmed, the specific terms, conditions, and applicable bonus plan details will be communicated in accordance with policies."
Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, experience, and education.
Our competitive salaries are just one component of Osaic's total compensation package. Additional benefits include: health, vision, dental insurance, 401k, vacation and sick time, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: *******************************************
Position Summary:
Primary responsibility for working with clients to support the achievement of their financial goals. This includes responsibility for preparing investment portfolio research, analysis and reports to support investment performance meetings with VFG clients.
Description of Duties:
* Generate investment reports and analysis and assist President and other VFG financial professionals in preparation for client performance meetings.
* Meet with clients to establish financial goals and communicate the VFG investment beliefs.
* Attend new client appointments and second closing meetings with President as assigned.
* Complete client financial plans and structure investment portfolio's to address goals as well as prepare client trade instructions.
* Meet with clients on a regular basis to complete client account analysis, manage portfolio changes and document client meeting notes and upload into the system and/or assign follow-up as may be needed.
* Extend invitations to new client introductory seminars and other outreach efforts that expand the VFG client base.
* Maintain the highest level of confidentiality with all information obtained.
* Demonstrates knowledge of, and supports, Veater Financial Group vision value statements, standards, policies and procedures, operating instructions, confidentiality standards, and the code of ethical behavior.
* Participate in weekly staff meeting.
* On occasion, professionally represent VFG at community events.
* Perform any other duties deemed necessary for the smooth operation of the company.
Essential Qualifications:
* Bachelor's Degree or equivalent work experience/licensure preferred.
* Ability to present and communicate ideas and concepts in public and private, verbally and in writing.
* Demonstrated accuracy and thoroughness to ensure the highest quality of work.
* Ability to demonstrate a positive customer service attitude and good personal skills.
* Experience using Microsoft Office and internet.
* Ability to work independently to meet deadlines and ability to effectively organize and maintain accuracy, sensitivity, and confidentiality.
* Excellent problem solving, strong organizational and communication skills.
* Strong analytical skills and attention to detail.
Required:
* FINRA Series 7 and Series 66 licensure or CFP designation
Equal Opportunity Employer
Osaic is an equal opportunity employer. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.
Eligibility
Applicants for employment in the US must have valid work authorization that does not now and/or will not in the future require sponsorship of a visa for employment authorization in the US by Osaic.
Unqualified Applications
Osaic does not consider applications from candidates who do not meet the minimum qualifications stated in the job posting.
Recruiting Agencies
Osaic only accepts candidates from contracted recruiting firms and only for searches approved prior to submissions. Fees will not be paid for unsolicited submissions.
$41k-78k yearly est. 53d ago
Financial Analyst
Family Healthcare Network 4.2
Finance internship job in Visalia, CA
Primary Accountability The Financial Analyst is responsible for coordinating statutory reporting by developing the expertise to extract meaningful data from various financial and clinical systems analyzing financial plans, budgets, and reports. Description of Primary Responsibilities
* Responsible for preparing the annual operating and capital budgets.
* Coordinates activities for formulation, monitoring and presentation of budgets.
* Prepares budgets based on statistical studies and analysis of past and current years.
* Conducts follow-up analysis comparing projected budget analysis with actual performance.
* Responsible for preparing documents and reports for federal, state and local government agencies.
* Prepares Uniform Data System (UDS) report for the Bureau of Primary Health Care and the Annual Utilization Report of Primary Care Clinics for the Office of Statewide Health Planning and Development (OSHPD.)
* Prepares cost reports and budget reports for DHCS, HRSA, Title X, and other Grant-related entities.
* Participates in the audit process as required by federal, state, or local agencies
* Assists in the month-end and year-end close activities and reporting.
* Reviews journal entries.
* Analyzes account balance variances to assess accuracy of general ledger.
* Develops optimal methods for communicating financial information through the use of graphs, charts, and tables for month-end or year-end presentation.
* Prepares schedules and analysis for the annual financial audit.Performs detailed analysis to assist with internal decision-making. and year-end close activities and reporting.
* Performs detailed analysis to assist with internal decision-making.
* Prepares cost reports, and cost-benefit analysis on various sites, departments or clinical specialties.
* Prepares profitability and feasibility studies to access new opportunities for the organization.
* Assembles and summarizes data, presents findings, and makes recommendations to management.
* Performs detailed analysis to assist with internal decision-making
* Performs other duties as assigned.
Description of Primary Attributes
Professional & Technical Knowledge:
* Possesses specific advanced knowledge skills, including written and verbal communications skills, computational, computer and technical skills, and mathematical knowledge acquired through the completion of a Bachelor's Degree program with a recognized major, and;
* Two years of progressive responsible experience in finance analysis, business administration, general accounting, economic analysis, or related area preferred.
Technical Skills:
* Ability to create highly complex documents in Microsoft Word, including linking multiple files and embedding objects linked to other documents.
* Ability to use advanced functions of Microsoft Excel, such as to create and manage databases, including creating standardized reports, or link multiple worksheets and workbooks.
* Ability to develop sophisticated presentations in Microsoft PowerPoint, including the use of embedded objects, transitions and other elements.
Licenses & Certifications: None required.
Communications Skills:
* Job duties require the compilation and analysis of information prepared in effective written form, including correspondence, reports, articles or other documentation.
* Duties require preparation and execution of presentations to large groups.
Physical Demands: The physical demands described here in this job description are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential function.
While performing the duties of this position, the employee is regularly required to sit and use repetitive hand movement to type and grasp. The employee is frequently required to stand or walk; and occasionally lift and/or move up to 20 pounds.
Pay Scale:
Min Salary Rate: $71,552.23
Max Salary Rate: $114,483.56
$71.6k-114.5k yearly Auto-Apply 5d ago
Financial Analyst
Haystack Consultants
Finance internship job in Fresno, CA
Job DescriptionJob Title: Financial Analyst - Pricing & TaxAbout the Company:
A growing international manufacturer committed to innovation and excellence. As expansion takes place within a global footprint, we are seeking a detail-oriented and analytical Financial Analyst to support pricing strategies and tax compliance efforts. This role will play a key part in optimizing financial performance across multiple markets.
Job Summary:
The Financial Analyst - Pricing & Tax will be responsible for analyzing product pricing, evaluating cost structures, and ensuring tax compliance across various regions. The ideal candidate will have strong analytical skills, experience in financial modeling, and a solid understanding of tax regulations that impact international manufacturing.
Key Responsibilities:
Pricing Analysis & Strategy:
Develop and maintain pricing models to optimize profitability while remaining competitive in international markets
Conduct cost analysis to evaluate the impact of raw materials, labor, and logistics on pricing decisions
Support the development of pricing strategies for new products and markets
Monitor pricing trends, competitor pricing, and market conditions to inform strategic adjustments
Tax Compliance & Analysis:
Work with internal teams and external advisors to ensure compliance with international tax regulations
Assist in sales tax, VAT, and other indirect tax calculations for different jurisdictions
Analyze the impact of tax laws and tariffs on product pricing and supply chain decisions
Support tax reporting, documentation, and audits related to pricing and financial transactions
General Financial Analysis:
Prepare financial reports, variance analyses, and profitability forecasts
Collaborate with cross-functional teams, including supply chain, legal, and sales, to ensure financial alignment
Identify opportunities to improve cost efficiency and tax savings
Qualifications:
Bachelor's degree in Finance, Accounting, Economics, or a related field (Master's degree or CPA is a plus)
5+ years of experience in financial analysis, pricing, or tax-related roles (preferably in manufacturing or international business)
Strong proficiency in Excel, financial modeling, and data analysis
Experience with ERP systems and financial software (SAP, Oracle, or similar)
Understanding of international tax regulations, VAT, and transfer pricing principles
Strong problem-solving and analytical skills with a keen eye for detail
Excellent communication and collaboration skills
Why Consider this Role?
Be part of a fast-growing international company with exciting career growth opportunities
Work on complex financial projects with global impact
Competitive salary, benefits, and a collaborative work environment
How to Apply:
If you're a finance professional with a passion for pricing strategy and tax compliance, we'd love to hear from you! Apply here for consideration. All applications and inquires will be kept confidential.
How much does a finance internship earn in Visalia, CA?
The average finance internship in Visalia, CA earns between $29,000 and $57,000 annually. This compares to the national average finance internship range of $28,000 to $52,000.