- T. Rowe Price (San Francisco, CA)
- …within first 3 months of hire if not currently held. Preferred: + MBA, CFA , CFP, CIMA + Extensive knowledge of the financial service industry + Previous intermediary ... experience as well as strong product knowledge + A passion for keeping up to date in the economy and financial services industry + Strong consultative, client service, and relationship building skills + Strong interpersonal skills and ability to flex to the… more
- Deloitte (Los Angeles, CA)
- …+ Enrolled Agent + Project Management Professional (PMP) + Chartered Financial Advisor ( CFA ) + Professional Engineer Preferred: + Advanced degree such as Masters of ... Tax, JD, and/or LLM + Experience with tax technical research (eg, CCH, Hein, Lexis, RIA, etc.) + Experience with Federal or State and Local C&I + Experience with sustainability technologies or environmental sciences + Previous Big 4 or large CPA or law firm… more
- San Jose State University (San Jose, CA)
- …Faculty - Temporary/Lecturer Location: San Jose Categories: Unit 3 - CFA - California Faculty Association, Temporary, Part Time, Faculty - Business/Management ... Department Summary The School of Global Innovation and Leadership prepares students to become innovative leaders with a global perspective in one of three concentrations: Operations and Supply Chain Management, Entrepreneurship, and International Business. All… more
- Deloitte (Los Angeles, CA)
- …+ Enrolled Agent + Project Management Professional (PMP) + Charged Financial Advisor ( CFA ) + Professional Engineer Preferred + Advanced degree such as MST, MAcc, JD ... or LLM + Demonstrated sound judgment and instincts in evaluating complex scenarios + Demonstrated effective research, and verbal and written communication skills + Aptitude in MS Project, Word, Excel, and Visio + Previous Big 4 experience + Previous tax… more
- City National Bank (Los Angeles, CA)
- …Certified Information Systems Auditor (CISA) Or * Chartered Financial Analyst ( CFA ) Or * Certified Anti-Money Laundering Specialist (CAMS) Or *Additional ... Qualifications* * Strong verbal and written communication skills, to effectively present to peers and business management. * Ability to exhibit integrity and trust, and leadership skills needed to convey ideas and obtain management buy-in for constructive… more
- Deloitte (Costa Mesa, CA)
- …+ Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor ( CFA ) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as ... Masters of Tax, JD, and/or LLM + Previous Big 4 experience or large CPA firm experience + Knowledge of fund accounting and general ledger accounting + Experience working in a fast-paced, team environment + Strong verbal and written communication skills The… more
- Deloitte (San Francisco, CA)
- …Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor ( CFA ) + Certified Financial Planner (CFP) + Bachelor's degree in accounting, ... finance, or other business-related field + Experience reviewing partnership and/or trust documents + Experience managing projects including scheduling, budgeting, client correspondence, and billing + Strong communication, interpersonal, and organizational… more
- Deloitte (San Francisco, CA)
- …+ Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor ( CFA ) + Certified Financial Planner (CFP) Preferred + Advanced degree such as ... Masters of Tax, JD, and/or LLM + Previous Big 4, CPA firm experience or law firm experience + Excellent presentation and communications skills The wage range for this role takes into account the wide range of factors that are considered in making compensation… more
- Robert Half Finance & Accounting (San Mateo, CA)
- …and vision + Profit sharing + cash balance retirement plan + Education reimbursement ( CFA , CIMA, CIPM encouraged) This is not just a job-it's a long-term career ... opportunity for a motivated professional ready to thrive in a tight-knit, high-achieving team. Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We… more
- Robert Half Finance & Accounting (Sherman Oaks, CA)
- …in Finance, Economics, Accounting, or a related field required; MBA or CFA optional * Demonstrated expertise in cash flow forecasting, liquidity risk management, ... and capital optimization * Strong command of treasury systems and tools; experience with data automation, APIs, and enterprise platforms a plus * Proven track record of leading cross-functional initiatives with measurable impact * Exceptional analytical and… more