- K1 (Manhattan Beach, CA)
- …required) + Or 1-3 years of portfolio reporting experience at a fund administrator, asset management company, or other related financial services company + CPA ... Review compliance reporting as applicable and assist in the management of debt facilities + Review of...and portfolio manager requests + Review information provided to tax consultants for quarterly tax estimates, annual… more
- Southern Glazer's Wine and Spirits (Union City, CA)
- …comprehensive medical and prescription drug coverage, dental and vision plans, tax -saving Flexible Spending Accounts, disability coverage, life insurance plans, and ... Responsibilities** + Direct and coordinate company financial planning and budget management functions + Provide the sales and operations teams accurate, timely… more
- Banc of California (Escondido, CA)
- …relationship-based business banks focused on providing banking and treasury management services to small, middle-market, and venture-backed businesses. Banc of ... complexity credit requests, including, but not limited to cash flow lending, asset -based lending, term loans, and commercial real estate loans. + Performs… more