- TEKsystems (San Diego, CA)
- …as a productive member, positive contributor to team. * Training of commission statements/ client analytics for new advisors, as requested * Answer customer calls and ... using multiple resources. Skills Detail-oriented, Finance, Decision making skills, Reporting , document review, documentation review, Data analysis, Salesforce, Excel,… more
- Truist (San Diego, CA)
- …of process standards. Assist with the aggregation, integration, correlation, and reporting for aligned CSBB governance business unit. ESSENTIAL DUTIES AND ... disaster recovery. * Performs research and coordinates response for client resolution requests * Leads discovery on emerging issues...related training 2. 3-6 years of experience in a financial or other institution with emphasis on risk management… more
- Fluor (Fresno, CA)
- …regional Authority staff, PCMs and other consultants in providing planning, development, reporting , and maintenance of data program wide * Perform review and ... negotiations skills. * Ability to produce oral and written presentations to client and other stakeholders. * Strong work experience with MS Office application.… more
- Southern California Edison (Pomona, CA)
- …strategy development, decision making and performance management + Drives all financial reporting cycles with relevant and accurate information, including ... complete regulatory requirements. In addition, this role will support the monitoring and reporting of program financial results throughout the life of the… more
- City National Bank (Los Angeles, CA)
- …submitted.Solutions are thorough, and require analysis, interpretation, and evaluation of financial statements, cash flow analysis, third party reporting , ... by the Relationship Manager. * Assists with quarterly, semi-annual, and annual financial reviews of client 's financial condition including monitoring… more
- Citigroup (Irvine, CA)
- …financial planning and excellent discovery and profiling skills. + Anticipate the complex financial needs of the client and offer solutions through a wide ... The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role....Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning Services… more
- Citigroup (Riverside, CA)
- …financial planning and excellent discovery and profiling skills. + Anticipate the complex financial needs of the client and offer solutions through a wide ... The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role....Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning Services… more
- APTIM (San Diego, CA)
- …and NESHAP reports. The candidate will also provide H&S domain expertise on client projects. This individual will serve as a technical leader, trusted client ... budgeting, and execution + Subject Matter Expert (SME) and lead business analyst for projects involving advanced configuration of industry-leading EHS platforms (eg,… more
- City and County of San Francisco (San Francisco, CA)
- …for the disposition of each case; + Compiles and maintains client records by preparing written/electronic documentation, charts, statistical data, periodic reports, ... of revenue, ensure proper compliance with legal provisions, including mandatory reporting , and expedite timely access to services; + Establishes and maintains… more
- City National Bank (Los Angeles, CA)
- …quarterly Problem Loan reporting for Criticized / Classified credits including: financial reviews of client 's financial condition including monitoring ... historical financial information, cash flow projections and third party reporting (eg, Quality of Earnings Reports, Environmental reports, cash flow projections,… more