Financial Analyst jobs in United States, California, Milpitas

Job Description:

The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA.

As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America’s core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development.

Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey.

This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.

We’ll help you

• Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.

• Get training and one-on-one coaching from Academy managers who are invested in your success.

• Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.

• Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role.

• Build your network. Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike. You’ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.

• Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities.

• Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.

Required Qualifications:

• Aptitude in obtaining required industry licenses.
• Must be self-disciplined in managing time and capacity.
• Experience in cultivating client relationships, accessing needs and recommending solutions.
• Success creating strong peer relationships through effective communication and collaboration.
• Demonstrates a results-driven mindset while prioritizing client’s interest in a complex, fast-paced environment.
• Executes multiple tasks simultaneously.
• Learns and adapts to new technology or applications.

Desired Qualifications:

• Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience

Monday-Friday Open availability required + some Saturdays

Job Description:

The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA.

As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America’s core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development.

Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey.

This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.

We’ll help you

• Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.

• Get training and one-on-one coaching from Academy managers who are invested in your success.

• Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.

• Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role.

• Build your network. Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike. You’ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.

• Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities.

• Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.

Required Qualifications:

• Aptitude in obtaining required industry licenses.
• Must be self-disciplined in managing time and capacity.
• Experience in cultivating client relationships, accessing needs and recommending solutions.
• Success creating strong peer relationships through effective communication and collaboration.
• Demonstrates a results-driven mindset while prioritizing client’s interest in a complex, fast-paced environment.
• Executes multiple tasks simultaneously.
• Learns and adapts to new technology or applications.

Desired Qualifications:

• Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience

Monday-Friday Open availability required + some Saturdays

Qualifications

• Responsible for the solution design, configuration, testing and maintenance of the SAP FI/CO modules in ECC 6.0, including providing SAP expertise in FI/CO area. Experience with SAP RAR is preferred

• Experience with S/4 HANA finance transformation projects require

• Actively work with Business Resources to determine the technical solution that best meets the business requirements

• Experience and knowledge of integration points of FI/CO modules and across other SAP modules

• Responsible for Enhancements, projects as well as adhoc support to troubleshoot, investigate, analyze and solve production issues

• Responsible for working with business users and clients to gather and document business requirements for system changes and to develop solutions to satisfy business needs

• Responsible for analyzing the impact changes will have on other internal/external business application systems

• Responsible for developing all documentation related to system changes per SOX change control policies and procedures

• Review current finance and accounting business processes to determine where automation / improvements will drive efficiency. Identify process inefficiencies, recommend innovative uses of software functionality, design, implement solutions and train end-users

• This is a hybrid role based at our Global HQ in Milpitas, CA.

Minimum Qualifications

• Bachelor's Degree in Engineering, Business (Finance), Computer Information Systems or related field

• Eight (8) years functional and technical experience with SAP FI/CO Module in ERP system, with analysis and design of business applications related to the FICO area including but not limited to: Fixed assets, Accounts Payable, Accounts Receivable, General Ledger, product costing, PCA, CCA, interfaces to subsystems

• Experience with S/4 HANA Finance transformation projects is required

• Knowledge and experience with ABAP programming and SAP RAR is a plus

• Strong verbal and written communication skills with ability to effectively communicate with planners, peers and executive leadership

• Previous experience in systems support activities, i.e. business to IT liaison

• Previous experience in defining system requirement and defining test scenarios

• Demonstrated high learning agility and strong analytical skills

• The requirements listed above are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals to perform the essential functions

or at +1-408-352-2808

The Senior Financial Analyst will Support the Division Controller for planning, forecasting and reporting of P&L with focus on Fixed cost.

• Partner with Division GMs and their staff to provide finance support for monthly forecasts, strategic plans, and ad hoc analysis

• Responsible for materials forecast and program phase exit preparation financials.

• Coordinate with Operations finance on proper material accounting.

• Headcount planning including maintaining and forecasting in Workforce Planning

• Support month-end and quarter-end close processes, preparation of financial packages and reporting

• Support annual strategic planning process

• Extract data sets, perform analyses, build actionable reports and financial models

• 3 years minimum of experience in financial planning in a public company

• Excellent communication and collaboration skills

• Strong financial analytical skills

• Attention to detail, quality of work

• Strong ability to partner and build relationships with internal clients

• Ability to prioritize, multi-task, meet deadlines, perform under time pressure

• Great teammate with a positive attitude and strong sense of ownership

• Proficient in SAP/TM1 or comparable ERP systems

Minimum Qualifications

• Bachelors degree and 5 years' experience, or Masters degree and 3 years' experience or PhD and 0 years' experience

or at +1-408-352-2808

Financial Analyst will be supporting the Division's research and development teams to plan, track, and analyze budgets. This position will have exposure to a highly efficient team members with industry + technical expertise that is valuable to build knowledge and grow at KLA.

• Analyze project development costs

• Monitor expense trend and provide insights to the engineering team and management

• Update quarterly cost and headcount allocations to engineering programs

• Maintain program spending tracker and support with landmark presentations to business leaders

• Assist with ad hoc requests for financial modeling, scenario analysis and simulations

• Provide support to engineering teams to develop and consolidate annual spending budget

• Prepare monthly financial forecast for head count expense and project material spend

• Prepare quarterly close journals and balance sheet reconciliation

• Prepare financial summary of project development costs

• Coordinate & consolidate monthly reporting package

• Own fixed asset approval process and depreciation forecast for R&D team

• Strong MS Excel skills

• Working knowledge of financial planning systems

• Ability to lead multiple tasks in a time sensitive environment

• Comfortable in ambiguous environment, comfortable approaching and presenting with different levels of the organization

• Independent and critical thinker, fast learner and excellent detail

• Understanding of P&L and Balance sheet accounts

Minimum Qualifications

• Doctorate (Academic) Degree and related work experience of 3 years; Master's Level Degree and related work experience of 6 years; Bachelor's Level Degree and related work experience of 8 years

or at +1-408-352-2808

The Financial Analyst will Support Division Controller for planning, forecasting and reporting of P&L with focus on revenue, COGS and Fixed cost.

• Partner with Division GMs and their staff (Operations, R&D, Sales, etc.) to provide finance support for monthly forecasts, strategic plans, and ad hoc analysis

• Fully own & maintain revenue forecast in revenue tool (APEX) for all BSR updates

• Work closely with corporate revenue team and regional finance to ensure that finance policies and proper accounting rules are being followed consistently and SOX-compliant in all areas of responsibility.

• Support operation finance activities including COGS variance analysis, semi-annual standard cost change

• Headcount planning including maintaining and forecasting in Workforce Planning

• Support month-end and quarter-end close processes, preparation of financial packages and reporting

• Support annual strategic planning process

• Extract data sets, perform analyses, build actionable reports and financial models

Minimum Qualifications

• Master's Level Degree and 0 years related work experience; Bachelor's Level Degree and related work experience of 2 years

• Proficient in SAP and Planning Analytics or OneStream and strong MS Excel skills

• Ability to handle multiple tasks in a time critical environment

• Comfortable in ambiguous environment and having to approach and communicate with different levels of the organization.

• Independent and critical thinker, fast learner, and attention to detail

or at +1-408-352-2808

Job Description:

The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA.

As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America’s core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development.

Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey.

This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.

We’ll help you

• Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.

• Get training and one-on-one coaching from Academy managers who are invested in your success.

• Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.

• Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role.

• Build your network. Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike. You’ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.

• Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities.

• Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.

Required Qualifications:

• Aptitude in obtaining required industry licenses.
• Must be self-disciplined in managing time and capacity.
• Experience in cultivating client relationships, accessing needs and recommending solutions.
• Success creating strong peer relationships through effective communication and collaboration.
• Demonstrates a results-driven mindset while prioritizing client’s interest in a complex, fast-paced environment.
• Executes multiple tasks simultaneously.
• Learns and adapts to new technology or applications.

Desired Qualifications:

• Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience

Monday-Friday Open availability required + some Saturdays