- Dunham & Associates Investment Counsel, Inc. (San Diego, CA)
- CHIEF FINANCIAL OFFICER Dunham & Associates Holdings, Inc. and its subsidiaries (collectively, "Dunham") is a thought leader in the financial services ... and related services. Job Summary: (Purpose of Job) The Chief Financial Officer is responsible...participates in various other audits; + Primary liaison with bank (s) for accounts, account analysis, cash management, etc.; +… more
- TD Bank (San Francisco, CA)
- …of a transaction + Overseeing and/or assisting in the preparation of financial models and business valuations + Conducting deep industry and company-specific due ... + Liaises and/or interacts with clients at all levels ( CFO , Treasurer, Assistant Treasurer, etc.) + Liaises with clients...and adheres to the policies and guidelines of the Bank + Maintains confidentiality of client information + Accountable… more
- Fifth Third Bank, NA (El Segundo, CA)
- …to take the next step? Discover a career in banking at Fifth Third Bank . GENERAL FUNCTION: Responsible for profitable business development as well as monitoring the ... advisory relationships with the Senior Executives ( eg CEO, CFO , COO) of the Company. Capable to lead and...the Company. Capable to lead and coordinate with One Bank Partners to create and implement a relationship strategy… more
- UMB Bank (Sacramento, CA)
- …company, its industry, etc., over time that might create a change in their financial service needs. The Ag Relationship Manager leads a team of professional product ... to UMB. Engaging and building relationships with Business Owners, CFO 's, CEO's, Controllers, and working with existing clients, you...you have the ability to help clients achieve their financial dreams, stream line business processes and help them… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Assistant Controller will play a critical role in supporting the Corporate Controller and Chief Financial Officer , contributing to the firm's financial ... accurate reporting, effective cash management, and continuous improvement of financial systems and processes. Key Responsibilities: + Oversee quarterly reviews… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …and distributes monthly, quarterly, and annual financial reports. Proactively reviews financial reporting with CEO, CFO of Investments, and when applicable, ... environment. Experience in General Ledger, Account Reconciliation, Balance Sheet Reconciliation, Bank Relations, Financial Planning, Financial Statement… more
- TATCHA (San Francisco, CA)
- …the importance of mindfulness to skin health. **Position Overview** Reporting to the CFO , this role will be responsible for the day-to-day accounting operations as ... well as the financial close and internal controls processes. The Controller will...continuous learning and professional development. + Collaborate with the CFO , and VP of Strategic Finance, and other executive… more
- Wells Fargo (Los Angeles, CA)
- …an Associate to join its Technology Finance team within the Commercial Bank 's Sponsor Credit group, an industry leader in delivering innovative financing solutions. ... and primarily sponsor-backed clients, including performing transaction due diligence, financial analysis and modeling, credit analysis and monitoring, industry… more
- Intuit (Mountain View, CA)
- …years experience in Treasury, financing or risk function or related area of financial services + Robust experience in Capital market working with banking partners + ... term liquidity facilities, overdraft lines, etc) + Assist with bank selection process, negotiate best in class terms to...(redundancy, insurance, etc) + Generate reports to Treasurer and CFO + **Execution of Funding needs:** Liaise with Ops,… more
- JPMorgan Chase (San Francisco, CA)
- …key for this role. The MNC Early-Stage team is part of JP Morgan's Commercial Bank in its Middle Market Banking and Specialized Industries group. In this role, you ... to $20 M and connect with their key executives ( CFO , VP of Finance, etc.) + Utilize data-driven insights...and Service partners, as well as Asset Management, Private Bank and Investment Bank colleagues, to introduce… more