- Bank of America (Beverly Hills, CA)
- …the business community Desired Qualifications: * MBA or Post-Graduate Degree * CFP, CPA, CFA , CTFA, CFM or JD a significant plus **Skills:** + Business Development + ... Client Management + Client Solutions Advisory + Prospecting + Wealth Planning + Analytical Thinking + Oral Communications + Referral Management + Relationship Building + Risk Management + Active Listening + Attention to Detail + Collaboration + Decision Making… more
- JPMorgan Chase (San Diego County, CA)
- …skills** + An advanced degree such as an MBA or equivalent. + CFP or CFA designation. FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the ... Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. Chase is a leading financial services firm, helping nearly… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …experience in audit or financial due diligence. + CPA required (inactive status acceptable); CFA or advanced degrees are a plus. + Strong understanding of GAAP and ... financial statement analysis. + Exceptional analytical, organizational, and communication skills. + Proficiency in Microsoft Excel and PowerPoint (advanced functions required). + Experience with analytics tools such as Power BI or Alteryx is highly preferred.… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …or a related field. + Advanced degree or professional designation required (eg, CFP(R), CFA , CPA, JD, EA, Master's, PhD). + 5-10+ years of experience in financial ... services, with at least 5 years advising clients. + Series 65 license preferred. + Proficiency in Microsoft Office and familiarity with CRM, document management, and portfolio management software. + Experience with custodial platforms such as Schwab or… more
- Travelers Insurance Company (Irvine, CA)
- …in accordance with department guidelines. + Proactively creates Claim File Analysis ( CFA ) by adhering to quality standards. + Utilizes diary management system to ... ensure that all claims are handled timely. + At required time intervals, evaluate liability & damages exposure. + Establishes and maintains proper indemnity and expense reserves. + Recommends appropriate cases for discussion at roundtable. + Attends and/or… more
- Quanta Services (Red Bluff, CA)
- …Experience in construction, aviation, or industrial services preferred. + MBA, CPA, or CFA a plus + Strong analytical and problem-solving skills, with attention to ... detail. + Advanced proficiency with Excel; experience with financial modeling and forecasting tools. + Excellent written and verbal communication skills, especially when explaining financial concepts. + Ability to manage multiple priorities and meet tight… more
- BeOne Medicines (San Mateo, CA)
- …certifications in finance, accounting, or procurement are desirable (eg, CFM, CMA, CFA , CIPS). **Technical & Business Acumen** + Expertise in financial and ERP ... systems (eg, SAP, TM1), procurement tools (eg, Coupa, Ariba), and data analytics platforms (eg, PowerBI, Tableau, Excel). + Strong understanding of technology industry trends, products, and service models, particularly in cloud computing, SaaS, and enterprise… more
- Vail Resorts (CA)
- …Finance, Accounting, Economics or a related field; MBA or professional certifications (CTP, CFA ) preferred + Experience: 10+ years in treasury, including 5+ years in ... a senior leadership role managing global liquidity and commercial banking relationships + Technology: Proven track record in evaluating and implementing treasury management systems. High degree of proficiency in Microsoft Office, including Excel and PowerPoint… more
- Deloitte (Los Angeles, CA)
- …Engineer + Project Management Professional (PMP) + Chartered Financial Advisor ( CFA ) + Technology Certifications: + CBAP - Certified Business Analysis Professional ... + Certified SAFe Lean Portfolio Manager + Certified SAFe Architect + Certified SAFe Agile Software Engineer + Certified SAFe Proudct Owner / Product Manager + Certified SAFe Agilist + Certified SAFe Advanced Scrum Master Professional Scrum Developer (TM) (PSD)… more
- BlackRock (San Francisco, CA)
- …Experience** + Experience with SQL, UNIX, modern programming languages, and/or Aladdin + CFA , FRM, CIMA, or CAIA certification For San Francisco, CA Only the salary ... range for this position is USD$110,000.00 - USD$170,000.00 which is the equivalent of USD$52.88 - USD$81.73 per hour. Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement… more