- City National Bank (Los Angeles, CA)
- …and portfolio management, developing and implementing procedures, monitoring compliance , ensuring data integrity, resolution of complex documentation or ... loan documentation, and partners with PBB Loan Administration, Commercial Real Estate Banking , and Commercial Lending Operations. * Works with lenders and other bank… more
- TicketManager (Calabasas, CA)
- …Leadership & Cross-Functional Collaboration. Be an indispensable right-hand and critical strategic advisor to the CEO, executive team, and board. Act as a bridge ... Capital Planning and Treasury. Manage cash flow, treasury functions, and banking relationships, including the company's ARR-based debt facility. Develop capital… more
- Robert Half Finance & Accounting (Los Angeles, CA)
- …financial planning to support company growth. * Oversee cash flow management, banking relationships, and working capital to ensure stability and flexibility. * ... Direct accurate and timely financial reporting, audits, and compliance with GAAP and regulatory requirements. * Partner closely...and risk management practices. * Serve as a trusted advisor to the CEO and leadership team, providing clear… more
- Citigroup (San Francisco, CA)
- …business which have significant financial implications. + Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters. + ... to be considered, and seeks or grants approvals as appropriate. + Ensure compliance on regulatory requirements and minimizes any potential liability for Citi. +… more
- LTD Global (Livermore, CA)
- …institution headquartered in the Bay Area, known for its personalized banking services and long-standing commitment to local communities. The organization offers ... a full range of financial products including personal and business banking , mortgage lending, and wealth management. It distinguishes itself through… more
- MongoDB (Palo Alto, CA)
- …design and implement solutions that streamline accounting workflows, ensure compliance , and enhance financial reporting accuracy. **Key Responsibilities** System ... for Finance teams including Accounting, Tax, Treasury and RevOps + Ensure compliance with SOX, GAAP, and audit requirements through configuration of role-based… more
- IBM (San Jose, CA)
- …offerings with deep understanding of SAP systems. As a trusted business advisor who collaborates to provide innovative solutions for solving the most challenging ... and workflows. Hands on experience with Treasury and Risk Management, In-House Banking and Advanced Payment Management (APM). Expert with SAP S/4HANA: Deep expertise… more
- Citigroup (Beverly Hills, CA)
- …a wide range of products and solutions, including investment strategies, banking and lending, trust and specialized services.The Private Bank delivers solutions ... to: + Function as the primary client contact and trusted investment advisor for clients, including direct selling , determining suitability, identifying product… more
- DataVisor (Mountain View, CA)
- …clients, helping them drive ROI through advanced fraud detection, AML compliance , and operational optimization. You'll lead customer engagements across a portfolio ... of Fortune 500 companies in FinTech, Banking , and E-commerce, providing expert guidance on how to...Act as the primary point of contact and trusted advisor for assigned enterprise customers, ensuring successful onboarding, adoption,… more
- Robert Half Finance & Accounting (Sunnyvale, CA)
- …of the company. This individual will ensure financial health, regulatory compliance , and strategic growth by leading a high-performing finance and accounting ... and capital planning efforts. + Serve as a strategic advisor to the CEO and executive team. + Ensure...regulations. + Maintain and enhance internal financial controls and compliance systems. + Analyze manufacturing costs and implement process… more