- CBRE (Sacramento, CA)
- …and controls. **What You'll Do:** + Complete accounting transactions in preparation of client financial statement packages. + Compose and post journal entries ... to prepare, evaluate, maintain, and deliver complete and accurate financial reports as related to the WPE segment of...account management model is at the heart of our client -centric approach to delivering integrated real estate solutions. Each… more
- Citigroup (San Mateo, CA)
- …cash + Identify referral opportunities for new products and services based on client 's financial goals + Educate clients on digital and self-service ... with the execution of branch activities, including day-to-day delivery of client -facing services and processing transactions, in coordination with the Customer… more
- City National Bank (Los Angeles, CA)
- …IS THE OPPORTUNITY? Assist Financial Advisors by providing day to day client support and operational service on all CNS Investment Advisory Program and client ... client relationships by introducing and cross selling other financial products and services. Must be able to communicate...of the Program accounts. * Provide back-up support for client inquiries when Financial Advisors are unavailable… more
- BMO Financial Group (Berkeley, CA)
- …and deliver a differentiated experience. Our customer-centric approach prioritizes client goals through financial planning, delivering solutions that ... expertise, technology and resources. + Acts as the primary client contact to uncover financial needs and...as the primary client contact to uncover financial needs and provide meaningful solutions in compliance with… more
- Robert Half Finance & Accounting (Santa Barbara, CA)
- …* Utilize software tools like QuickBooks, QuickBooks Online, and Sage to manage client accounts. * Analyze client financial documents, identifying and ... collaborate with clients to ensure compliance and accuracy in their financial matters. Responsibilities: * Prepare tax returns for individuals, corporations,… more
- Rock Family of Companies (CA)
- …or refinance process and how to better manage their mortgage + Evaluate client financial status and documents including their credit, employment, income, assets ... obtain real estate financing that meets their personal and financial goals + Represent the Rocket brand in various...loan process from application to closing including resolving any client concerns + Provide every referral source and … more
- Cushman & Wakefield (San Francisco, CA)
- …all areas of operational activities and maintenance of effective relationships with key client contacts + Develop financial plans and specific goals for cost ... of all C&W account services and adherence to the client 's real estate standards of performance and needs +...capital planning, cash flow management and production of monthly financial reports to ensure accuracy and completeness and confirm… more
- Robert Half Finance & Accounting (Arroyo Grande, CA)
- …current tax laws and regulations to provide accurate guidance and services. * Analyze client financial data to identify opportunities for tax savings and ... financial improvements. * Respond to client inquiries promptly and professionally, maintaining a high level of customer service. * Collaborate with team members… more
- Robert Half (San Francisco, CA)
- …productivity, and transformation, enabling change and creating value for the entire client organization. + Financial Reporting Remediation & Compliance: Supports ... an intern, you collaborate with the team to deliver client solutions for complex business problems these organizations face....companies in navigating complex financial reporting situations to reduce their risk of non-compliance… more
- SanDisk (Milpitas, CA)
- …conclusions for management on revenue and gross margin for the Data Center & Client business unit + Analyze complex financial information from various sources to ... our world moving forward. **Job Description** Seeking a Sr Financial Analyst - FP&A to join our Data Center...Analyst - FP&A to join our Data Center & Client Segment Finance Team. This position will focus on… more