- CIBC (San Francisco, CA)
- …+ Educational background: Hold a bachelor's degree and/or advanced certifications such as MBA, CFA , CPA , CFP, or JD. + Wealth management expertise: Bring 10+ ... years of experience in portfolio management, wealth management, personal tax, or financial planning. + Investment knowledge: Possess comprehensive understanding of investment products and strategies to address the needs of sophisticated high-net-worth clients.… more
- TP-Link North America, Inc. (Irvine, CA)
- …Finance, Accounting, Economics, or a related discipline; advanced degrees or certifications such as CPA , CFA , or MBA are highly desirable. + 8+ years of ... experience in financial planning & analysis, corporate finance, or equivalent roles; experience in the tech sector is preferred. + Deep understanding of core financial statements (P&L, Balance Sheet, Cash Flow). + Skilled in distilling large, complex data sets… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …economics, or related field. + Advanced degree or professional designation required (eg, CFP(R), CFA , CPA , JD, EA, Master's, PhD). + 5-10+ years of experience in ... financial services, with 5+ years advising clients directly. + Series 65 license preferred. + Proficiency in Microsoft Office; experience with CRM, portfolio management, and custodial platforms (eg, Schwab, Fidelity) is a plus. Ideal Candidate Traits + High… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …years of Hedge Fund Accounting experience + Advanced skills in Advent Geneva + CPA , CFA , or similar certification + Strong Excel and technical accounting skills ... + Excellent communicator and team leader + Detail-oriented and highly organized Interested or even just curious? Reach out to Michelle Espejo via LinkedIn or email for fastest consideration. I recruit for similar roles and am happy to connect, whether you're… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …of experience in audit or financial due diligence (Big 4 background preferred). + CPA required (inactive status acceptable); CFA or advanced degrees are a plus. ... + Deep understanding of GAAP and financial statements. + Advanced proficiency in Excel and PowerPoint; experience with Power BI or Alteryx is a bonus. + Strong communication, analytical, and organizational skills. + A proactive, collaborative mindset with a… more
- Bank of America (Beverly Hills, CA)
- …within the business community Desired Qualifications: * MBA or Post-Graduate Degree * CFP, CPA , CFA , CTFA, CFM or JD a significant plus **Skills:** + Business ... Development + Client Management + Client Solutions Advisory + Prospecting + Wealth Planning + Analytical Thinking + Oral Communications + Referral Management + Relationship Building + Risk Management + Active Listening + Attention to Detail + Collaboration +… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …+ Minimum of 2 years of experience in audit or financial due diligence. + CPA required (inactive status acceptable); CFA or advanced degrees are a plus. + ... Strong understanding of GAAP and financial statement analysis. + Exceptional analytical, organizational, and communication skills. + Proficiency in Microsoft Excel and PowerPoint (advanced functions required). + Experience with analytics tools such as Power BI… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …or a related field. + Advanced degree or professional designation required (eg, CFP(R), CFA , CPA , JD, EA, Master's, PhD). + 5-10+ years of experience in ... financial services, with at least 5 years advising clients. + Series 65 license preferred. + Proficiency in Microsoft Office and familiarity with CRM, document management, and portfolio management software. + Experience with custodial platforms such as Schwab… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …of experience in audit or financial due diligence (Big 4 experience preferred) + CPA required (inactive status acceptable); CFA or advanced degrees are a plus ... + Strong understanding of GAAP and financial statements + Advanced proficiency in Excel and PowerPoint; experience with Power BI or Alteryx is a plus + Excellent analytical, communication, and organizational skills + Ability to work independently and… more
- Quanta Services (Red Bluff, CA)
- …company. + Experience in construction, aviation, or industrial services preferred. + MBA, CPA , or CFA a plus + Strong analytical and problem-solving skills, ... with attention to detail. + Advanced proficiency with Excel; experience with financial modeling and forecasting tools. + Excellent written and verbal communication skills, especially when explaining financial concepts. + Ability to manage multiple priorities… more