- 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
- Citigroup (Los Angeles, CA)
- …the competitive landscape. The Relationship Manager is adept at understanding a client 's financial performance and participates actively in the credit ... develop dialogue with clients and deliver the global Citi platform to the client , drive out-sized wallet capture, and exceed return hurdles. This individual should… 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
- CGI Technologies and Solutions, Inc. (San Diego, CA)
- …recognition and ensuring compliance with accounting standards . Preparing and processing client billing and invoicing . Conducting financial analysis to track ... day in this role may include: . Managing and maintaining financial data for 6-8 separate client programs, ensuring accuracy and consistency across all accounts .… more
- Robert Half Office Team (Del Mar, CA)
- Description About the Company Our client , a reputable financial services firm, is seeking a Front Desk Coordinator to manage front office operations and ensure a ... general correspondence + Maintain discretion and confidentiality when handling sensitive client and financial information Requirements Qualifications + 2+ years… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …ensuring timeliness and accuracy. * Prepare and present Excel worksheets containing client financial data analysis, such as broker analysis and construction, ... and all accounts are balanced. * Assist in generating financial statements on a monthly and quarterly basis to...or investment history spreadsheets. * Generate and update client cash reports for monthly client deliverables… more
- Acosta Group (Brea, CA)
- …The **Business Manager Assistant** will be responsible for customer forms creation, client financial tools, trade spend reconciliation, order and claims alerts, ... generation via customer portals, Acosta Sprint, Acosta Relay and Excel. + Client Financial Tools - Creating customer events and maintenance as required. + Trade… more