- Grant Thornton (San Francisco, CA)
- As a Real Estate & Construction Advisory Senior Associate, you will have the opportunity to grow and contribute to our global clients' business needs through all ... phases of project and engagement management across a wide variety of industries, with a...confidently. Your day-to-day may include: + Reviewing construction contracts, financial statements, job cost reports, internal policies, and process… more
- Deloitte (San Francisco, CA)
- …process design stages of Oracle Cloud implementations. Responsibilities will include: + Client Management : Manage day to day interactions with executive clients ... Oracle Cloud OTM/GTM Sr Consultant Today's chief financial officers (CFOs) and financial executives are being asked to improve business performance and… more
- Robert Half Finance & Accounting (Mill Valley, CA)
- … strategy, and contributing to firm-wide initiatives. Key Responsibilities + Lead client relationship management and deliver advanced planning strategies. + ... Description Senior Wealth Advisor- Independent RIA Location: Mill Valley,...or equivalent strongly preferred. + 8+ years of wealth management or financial planning experience. + Demonstrated… more
- Deloitte (San Francisco, CA)
- Technical Accounting and Reporting - Senior Consultant - Zuora Revenue Are you a detail-oriented, inquisitive individual who enjoys coming up with innovative ... for this role ends on 12/31/2025. Work you'll do As a Zuora Revenue Senior Consultant, you will: + Delivery:Manage and deliver components of client engagements… more
- AIG (Los Angeles, CA)
- …+ Strong financial and accounting skills to effectively engage at the senior management level + Strong problem solving abilities. For positions based in ... Director in the West Zone. The responsibilities will involve management of key client relationships focused on...key personnel, including C-suite executives + Serve as the senior AIG point of contact for key client… more
- APTIM (Livermore, CA)
- …requirements. + Proactively resolve issues with the customer + Preparation of Financial Reports including Progress Reports (internal and client required) **Basic ... contaminated ecological systems. **Job Overview:** We are searching for a Senior Project Manager to support APTIM's nuclear decontamination and decommissioning (D&D)… more
- Umpqua Bank (CA)
- …portfolios within Commercial and Corporate Banking. Assists Bankers with portfolio management , partner collaboration, and client -engagement to develop and grow ... Market Director + Expert level underwriting, credit monitoring and portfolio management skills. Utilize existing financial /market information and Relationship… more
- Deloitte (Los Angeles, CA)
- …This quickly becomes a task that is often heavily dependent upon effective data management and a knowledge of financial products and tax principles. Through a ... fixed income investments. Work You'll Do As a Tax Senior in this group, you will manage relationships, ensure...Licensed Attorney + Enrolled Agent + Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor… more
- City National Bank (Beverly Hills, CA)
- *RELATIONSHIP MANAGER SENIOR ENT PRODUCTION* WHAT IS THE OPPORTUNITY? Develops new business prospects and manages existing client relationships in the assigned ... variety of product partners to present solutions that address client needs. Is responsible for profitable growth of the...be further developed or eliminated. * Prepare reports for management . * Monitor portfolio for quality, risk, and adherence… more
- Bank of America (Los Angeles, CA)
- …education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help ... the market leadership team. The PWCRM manages the Wealth Management Client Associates, Operations support staff, and...the market expenses. The MPWCRM partners closely with the Senior Private Wealth Client Relationship Manager (SPWCRM)… more