• PWM Partner Private Wealth Advisor

    US Bank (Irvine, CA)
    …Office applications - Well-developed analytical skills - Pursuit of professional credentials (CFP, CFA , etc.) a plus If there's anything we can do to accommodate a ... disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants (https://careers.usbank.com/global/en/disability-accommodations-for-applicants) . **Benefits:** Our approach to benefits and total… more
    US Bank (08/08/25)
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  • Deal Advisory Director

    Cherry Bekaert (Sacramento, CA)
    …preferred) + Advanced Degree or relevant professional certification such as CPA or CFA preferred + Strong GAAP, data analysis and critical thinking skills + ... Experience working with Private Equity groups preferred + Willingness to travel as needed (expected <15%) **What we offer you:** + Our shared values that foster inclusion and belonging including uncompromising integrity, collaboration, trust, and mutual… more
    Cherry Bekaert (08/08/25)
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  • Sr Valuation Analyst

    Wellington (San Francisco, CA)
    …assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/ CFA reimbursement and paid time off (leave of absence, paid ... holidays, volunteer, sick and vacation time) We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work… more
    Wellington (08/08/25)
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  • Portfolio Analyst

    City National Bank (Beverly Hills, CA)
    …work product; quality assurance of work product of others * Commitment to pursue CFA ; level one candidate * Proficient in basic computer software tools, eg, MS Word, ... Excel, Outlook, and PowerPoint * Interest and / or experience in client facing role * Interest in financial markets and investing * Bachelor's degree - preferably major in Finance *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $65,296 - $104,304… more
    City National Bank (08/07/25)
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  • Senior Director, Financial Analysis, (M7)

    Applied Materials (Santa Clara, CA)
    …+ Ability to work with minimal guidance in a fast-paced, global environment + CFA or CPA will be a plus **Additional Information** **Time Type:** Full time ... **Employee Type:** Assignee / Regular **Travel:** Yes, 20% of the Time **Relocation Eligible:** Yes The salary offered to a selected candidate will be based on multiple factors including location, hire grade, job-related knowledge, skills, experience, and with… more
    Applied Materials (08/07/25)
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  • Senior Managing Director, Turnaround…

    Ankura (CA)
    …institution; advanced degree(s) and applicable professional certification(s) are preferred ( CFA , CIRA, CPA) + Expertise defining, influencing and driving change ... at executive levels and across the broader community of stakeholders + Exceptional negotiation skills with complex/sophisticated situations involving executive and board level stakeholders + Able to develop credible recommendations under shortened time… more
    Ankura (08/02/25)
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  • Finance Manager, Headcount Strategy

    Meta (Menlo Park, CA)
    …competing deadlines **Preferred Qualifications:** Preferred Qualifications: 15. MBA, CPA, CFA , or financial consulting experience 16. Experience with Financial ... systems (eg Essbase, SAP), dashboard reporting tools (ie Tableau) and SQL 17. Experience with Oracle Essbase and SmartView Excel Plug-in 18. Dashboard creation/management experience (Tableau, Incorta, Cognos Analytics, etc.) 19. Management experience leading… more
    Meta (08/01/25)
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  • Portfolio Manager - Private Asset Management

    TIAA (Sherman Oaks, CA)
    …Qualifications:** + 7+ years working directly with wealth management clients + CFA , CFP Certification + University Degree \#LI-KD2 Related Skills Change Management, ... Client Financial Planning, Client Relationship Management, Communication, Data Analysis, Due Diligence, Executive Presence, Financial Acumen, Investment Reporting Oversight, Portfolio Management, Resourcefulness, Tax **Anticipated Posting End Date:**… more
    TIAA (07/31/25)
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  • FP&A, Business Manager (Remote)

    Cengage Group (Los Angeles, CA)
    …degree in Finance, Accounting, or a related field + Professional certifications such as CFA or equivalent experience, CPA, or CMA + Prior experience in the K-12 ... industry, working in a business unit and matrixed organization + Experience in financial planning and analytics function + Experience in mergers and acquisitions activities, including due diligence and integration + Experience in cross-functional collaboration… more
    Cengage Group (07/31/25)
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  • Liquidity & Funding Manager

    Banc of California (Santa Ana, CA)
    …+ Bachelor's degree in finance, economics, or related field required + CFA Charterholder is preferred + Proven experience 4+ years in liquidity management ... and fund management roles within a banking or financial services environment **HOW WE'LL SUPPORT YOU** + **Financial Security:** You will be eligible to participate in the company's 401k plan which includes a company match and immediate vesting. + **Health &… more
    Banc of California (07/30/25)
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