- Bank of America (Los Angeles, CA)
- …and with estimated close date + Accountable for accuracy of sales data within source systems (eg Tableau, Deal Pipeline, client plans, call reports, Navigator, ... liquidity management, payments and receipts, trade and supply chain finance , FX and commercial card services, by complementing high...etc.), and other sales tracking systems which may be developed + Assist clients in… more
- BMO Financial Group (Newport Beach, CA)
- …+ Compiles pre-call and post call information packages by accessing internal systems and bank personnel to validate client holdings, pricing, and volumes. + ... Process Policies & Procedures. + An undergraduate degree. Focal areas of finance , economics, or accounting preferred. + CPA or MBA or equivalent experience… more
- Patterson Companies, Inc. (Roseville, CA)
- …To request a reasonable accommodation, notify Human Resources or the manager who oversees the position. **Project Management:** + Manages equipment life-cycle: ... an optimum inventory of items and determining an ideal source and timing for purchase + Manages invoices, prepares...orders, maintains equipment files, processes credits and returns, create finance documents and file UCC's on some equipment +… more
- Vera Therapeutics (Brisbane, CA)
- …serious immunological diseases. Vera's mission is to advance treatments that target the source of immunologic diseases in order to change the standard of care for ... While working with internal teams, such as quality, regulatory, commercial, and finance , and external contract service provides, the individual is responsible for… more
- Vera Therapeutics (Brisbane, CA)
- …serious immunological diseases. Vera's mission is to advance treatments that target the source of immunologic diseases in order to change the standard of care for ... and enforce standard operating procedures (SOPs) and quality control systems to ensure traceability, documentation integrity, and regulatory alignment, working… more
- BMO Financial Group (San Francisco, CA)
- …North American Commercial Bank. By working with cross-functional teams - including Finance , Strategy, Data Foundations and other business units - the individual ... & Process Improvement:** Maintain thorough documentation of data flows, systems , and analytics processes. Identify opportunities to optimize existing workflows… more
- SCI Shared Resources, LLC (San Bernardino, CA)
- …Re-Engagement Planning Advisor is responsible for learning the industry, products, product finance / insurance options (trust), services, as well as use of Customer ... contracts, ensuring accuracy and completeness. + Utilize CRM software to continually source leads from campaigns, prospective clients, and prior client sales to… more
- Pilot Company (Bakersfield, CA)
- …and transportation, technology and digital innovation, construction, maintenance, human resources, finance , sales and marketing. Founded in 1958 by Jim A. Haslam ... up standing orders and updates the standing order listing. Maintains vendor source file. + Provides assistance to accounting personnel for invoice reconciliation as… more
- BMO Financial Group (Los Angeles, CA)
- …+ Develops an understanding of and proficiency in using all required systems and models. + Participates in defining the communication plan designed to ... and experience. + An undergraduate degree with academic coursework in finance , economics, or accounting with outstanding academic achievement. + Financial analysis… more
- Live Nation (CA)
- …different platforms, including multiple international data lakes and sources, each containing source of truth elements that must be combined into a single ... data visualization, data quality, data analysis, visualizations, automated reports, BI systems alerting and failure notification process.) + Extensive knowledge and… more