- Deloitte (San Jose, CA)
- Our Finance Transformation team serves as trusted advisors to CFOs, COOs, CIOs, and other key executives, providing strategic advice and implementing as-a-service ... solutions. We focus on enhancing finance operations and developing strategies to support enterprise-wide decision-making, ultimately unlocking financial performance and enterprise value. Recruiting for this role ends on 9/5/2025 Position Summary As a Senior… more
- Takeda Pharmaceuticals (Los Angeles, CA)
- …and unmet medical needs. + Identify, recruit, and engage appropriate advisors based on therapeutic expertise, geographic representation, and strategic objectives + ... Execute advisory boards and consultant meetings to gather actionable insights that inform brand and disease state strategies in anticipation of organizational needs. + Facilitate post-meeting debriefs and lead the synthesis of insights into clear, actionable… more
- Atria Wealth Solutions (Dublin, CA)
- …+ Plan, implement and evaluate short and long-term business plans of the Financial Advisors and Sales Assistants. + Develop training content for branch teams and vet ... content with Compliance and our broker-dealer partner, and ensure monthly training sessions are conducted by the investment team. + Calculate compensation metrics for the Investment Team. + Manage member complaints/errors (with CFS Compliance) to promote… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …with professionalism and warmth + Manage client service requests and support Wealth Advisors + Prepare and process account paperwork accurately and on time + Handle ... account maintenance (transfers, RMDs, client instructions) + Monitor daily custodian alerts and follow up as needed + Support client onboarding, account setup, and CRM updates + Help coordinate meetings and maintain service calendars *Contact Michelle Espejo… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Client Service Associates and Analysts. + Support clients and their advisors in implementing complex wealth transfer, philanthropic, and tax-advantaged strategies. + ... Maintain relationships with clients' extended professional teams (eg, executive assistants, personal CFOs). + Serve as a technical resource and mentor for new team members. + Coordinate with internal investment teams on portfolio creation and cash deployment.… more
- KBR (El Segundo, CA)
- …for the US Space Force. Individuals will serve as technical trusted advisors throughout the entire S&T lifecycle to include identifying, assessing, monitoring, and ... conducting feasibility assessments for successful transition to programs of record for Space Systems Command (SSC) within the Combat Power (CP) portfolio. Key Responsibilities: + Identifies modern technologies, advancements, systems, and related S&T… more
- KBR (El Segundo, CA)
- …most valuable space assets. KBR Hemisphere team members serve as trusted advisors to the Government for architecture, integration, and full lifecycle systems ... engineering processes that enable key systems such as, but not limited to, satellite and sensor designs, ground segments supporting both ground and space-based assets, and critical command and control capabilities to meet warfighter needs. Key… more
- Robert Half Finance & Accounting (Alameda, CA)
- …role involves coordinating data flows between multiple systems, collaborating with advisors and operations teams, and implementing process improvements to strengthen ... investment operations. Key Responsibilities + Manage portfolio reporting, trading execution, and rebalancing workflows + Maintain data integration between custodial platforms and CRM systems + Set up and maintain accurate portfolio records, monitoring for… more
- Cherry Bekaert (Sacramento, CA)
- …+ Maintain relationships with external property tax consultants, appraisers, and legal advisors . + Prepare and manage property tax budgets, forecasts, and variance ... analyses. + Utilize property tax software and systems to improve efficiency and accuracy. + Provide insights and recommendations to senior leadership on property tax matters. **Qualifications:** + Bachelor's degree in Accounting, Finance, Business… more
- Deloitte (Los Angeles, CA)
- …Costing & Allocations - Manager Our Finance Transformation team serves as trusted advisors to CFOs, COOs, CIOs, and other key executives, providing strategic advice ... and implementing as-a-service solutions. We focus on enhancing finance operations and developing strategies to support enterprise wide decision-making, ultimately unlocking financial performance and enterprise value. Recruiting for this role ends on 12/31/25… more