- JPMorgan Chase (San Francisco, CA)
- …alignment. + Liaise with internal and external parties, including lawyers, accountants , and counterparties, to facilitate successful transactions. + Lead client ... negotiations, Q&A processes, and management interviews, ensuring alignment with client objectives. **Required Qualifications, Capabilities, and Skills:** + Prior work experience in an investment banking front office role, with a focus on private capital… more
- Citigroup (Los Angeles, CA)
- …Global Wealth at Work is designed to be a partner to lawyers, accountants , asset managers and management professionals with deep industry specific expertise to help ... you navigate your financial goals. You could access a range of responsive banking, investing, wealth management & planning services and access to a dedicated Private Banker. We also support firms, and we offer a range of specialized capabilities both for your… more
- JPMorgan Chase (Palo Alto, CA)
- …JP Morgan's knowledge and sophistication to outside centers of influence, primarily accountants and attorneys + Work with Advisors to develop business opportunities ... with new and existing clients + Provide unbiased comprehensive and customized wealth planning advice to clients and prospective clients + Must be comfortable working with individuals across the entire wealth spectrum and have experience with tax and wealth… more
- RailPros Field Services (San Diego, CA)
- …team will develop a list of outstanding ARs and share it with Project Accountants , who will then inform Project Managers to start contacting clients for payments. + ... Work to expedite collections and maintain financial integrity. + Actively engage in project reviews to ensure quality and alignment with goals. + Contribute to identifying improvements and solutions based on review feedback. + Ensure adherence to the Project… more
- RGP (Santa Ana, CA)
- …Ana, CA.** Lead and mentor a team of 7-8 Senior and Staff Accountants through full-cycle month-end close, ensuring accuracy and timeliness. Oversee cash flow ... planning and reporting, with a focus on sustainability and transparency across nonprofit funding sources. Drive automation of manual accounting processes to improve efficiency and reduce risk; QuickBooks experience preferred. Manage restricted asset… more
- Banc of California (Pasadena, CA)
- …their owners in the assigned segment and also with advisors, investment bankers, accountants and other highly reputable centers of influence (COI) who can refer such ... high quality opportunities. + Sources, identifies and prequalifies lending opportunities. Works directly with Relationship Manager to professionally present approved credit solutions to prospects. + Sources, identifies and prequalifies business deposit… more
- Overaa Construction (Salinas, CA)
- …supervising, and coaching Project Engineers, Field Engineers, Team Coordinators, and Project Accountants . + Studies the prime contract with the owner and is ... responsible to know our rights and obligations under the contract. + Understands the notice provisions of the prime contract and follows strict adherence to them to preserve our rights and reduce our risk. + Reports to Project Executive. Required Experience:… more
- City National Bank (Irvine, CA)
- …relationships and calls on prospective clients and industry experts including lawyers, accountants and brokers. * Develops a strong understanding of clients and Real ... Estate Industry to assist in customer calling efforts. Maintains awareness of competitive products, practices, rates and changes in market conditions. * Calls on and collaborates with existing clients to determine their financial needs and offers solutions,… more
- Citigroup (Palo Alto, CA)
- …Global Wealth at Work is designed to be a partner to lawyers, accountants , asset managers and management professionals with deep industry specific expertise to help ... you navigate your financial goals. You could access a range of responsive banking, investing, wealth management & planning services and access to a dedicated Private Banker. We also support firms, and we offer a range of specialized capabilities both for your… more