- The Cigna Group (Walnut Creek, CA)
- …particularly with clients + Experience in sales, marketing, underwriting, or operations is preferred . + Financial acumen with the ability to identify and drive ... products and services to expand the relationship. You will be the trusted advisor and go-to partner for your clients, helping them navigate their business challenges… more
- ADP (Woodland Hills, CA)
- …Representative for Retirement Services** . + **_Are you ready to control your financial future with unlimited upside earnings potential?_** + **_Are you looking for ... friendships here. + **Collaborate** **Daily.** You will serve as a trusted advisor , partner, and ADP ambassador to your clients, internal partners, and overall… more
- ADP (La Palma, CA)
- …+ **As a sales professional, are you ready to help businesses capture significant financial savings through Tax Credits?** + **Do you want a lasting career with a ... primary focus will be selling directly into a company's executive/ financial contacts. Once in a sales process, you will...here. **Collaborate Daily.** You will serve as a trusted advisor , partner, and ADP ambassador to your clients, internal… more
- Cupertino Electric (San Jose, CA)
- …enable the success of the organization. We do this while minimizing operational and financial impact. **ABOUT THE ROLE** The HR Business Analyst is a member of the ... and drive continuous improvement. The Business Analyst acts as a key advisor and consultant to business leaders, leveraging data-driven insights and technology to… more
- City and County of San Francisco (San Francisco, CA)
- …one of six Deputy Directors, this position will function as the Chief Financial Officer responsible for developing and implementing the Port's Strategic Plan through ... administrative organization and has a critical role in shaping the Port's financial health, operational effectiveness, and strategic future. This is more than a… more
- Robert Half Finance & Accounting (Fresno, CA)
- …guidance to support the organization's long-term goals. Responsibilities: * Serve as a financial advisor to the leadership team and Board of Directors, offering ... expertise in non-profit finance, fund accounting, and grant management is highly preferred . * Proficiency in preparing financial statements, managing budgets and… more
- Robert Half Finance & Accounting (Sunnyvale, CA)
- …interpersonal and communication skills. + Proficiency in Microsoft Office Suite and financial ERP systems. Preferred Qualifications + MBA or equivalent advanced ... Description Chief Financial Officer (CFO) Location: San Jose, California -...and capital planning efforts. + Serve as a strategic advisor to the CEO and executive team. + Ensure… more
- City National Bank (Los Angeles, CA)
- …Investment Relationship Officers and Assistant Investment Officers supporting the Financial Advisors and licensed representatives of City National Securities. ... Provide training for Financial Advisors, Investment Relationship Officers, Assistant Investment Officers, and...authorities and of City National Securities and the CNS Advisor Product * Maintain a proactive commitment to established… more
- JPMorgan Chase (Palo Alto, CA)
- …CFP + 5 plus years of practice as a trusts & estates lawyer, tax advisor , or financial planner + Self-starter with natural curiosity for individual planning and ... & Advice is a group of experts in trusts & estates, tax planning, financial planning and planning in related areas for individuals and their entities (operating… more
- Stanford University (Stanford, CA)
- …addition, preferred requirements include: + Advanced degree; MBA is preferred . + Functional experience in financial analysis, operations, general management, ... change organizations, and change the world. The Admissions and Financial Aid department of the Stanford Graduate School of...to finish, acting as project manager, senior leader and advisor from scoping the project and setting goals, planning… more