- Palo Alto Networks (Santa Clara, CA)
- …to drive business performance. + **Business Partnership:** Serve as a trusted financial advisor , strategic partner and provide thought leadership. Collaborate ... the unique ideas of every member of our team contributes to our collective success . Our values were crowdsourced by employees and are brought to life through each… 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 ... group of experts in trusts & estates, tax planning, financial planning and planning in related areas for individuals...to our global workforce are directly linked to our success . We are an equal opportunity employer and place… more
- Clark Construction Group, LLC (San Diego, CA)
- …Control** - Managing the submittals, RFI, and material tracking process + **Trade Partner Success ** - Become a trusted advisor to our subcontractors to plan for ... gives you an understanding of the day-to-day and long-term business and financial management associated with construction projects. + ** Financial Management** -… more
- Charles Schwab (San Francisco, CA)
- …problem solving, helping us "challenge the status quo" and transform the financial services industry together. The Managing Director, Wealth Planning & Advice AI ... sophisticated specialty planning like estate and tax planning capabilities, alongside core financial planning services and retirement income. + Foster a culture of… more
- City National Bank (Newport Beach, CA)
- …providing sound financial advice and acting as a trusted strategic advisor .Responsible for all functions of assigned branch with particular emphasis on managing ... & business clients and hold responsibility for the overall success of the branch. As a leader & coach,...processes * Personal & Small Business Financials - reviewing financial statements / tax returns of both individuals and… more
- Brink's (Sacramento, CA)
- …retail solutions, and ATM managed services. Our customers include financial institutions, retailers, government agencies, mints, jewelers, and other commercial ... you will build and maintain long-term executive relationships at our largest financial institution clients, serving as a trusted collaborator and advisor … more
- MongoDB (San Francisco, CA)
- …to build next-generation, AI-powered applications. MongoDB is hiring a Director of Financial Planning and Analysis (FP&A) to lead the finance team supporting our ... role involves partnering with product and engineering leaders to manage financial planning, forecasting, reporting, and analysis for key business decisions, product… more
- ADP (Pleasanton, CA)
- …a **Sales Representative, Major Accounts.** + **_Are you ready to control your financial future with unlimited upside earnings potential?_** + **_Do you want a ... and the latest technology to set you up for success as you manage your book of business. You'll...here. **Collaborate** **Daily.** You will serve as a trusted advisor , partner, and ADP ambassador to your clients, internal… more
- Deloitte (San Diego, CA)
- …innovation, and helping make a significant impact on our clients' success . You'll work alongside talented professionals reimagining and re-engineering operations and ... are critical to businesses. Your contributions can help clients improve financial performance, accelerate new digital ventures, and fuel growth through innovation.… more
- Warner Bros. Discovery (Burbank, CA)
- …party spend across WBD's 30+ brands and is a key contributor to business success and revenue growth. The role will collaborate with various internal clients to lead ... editing tools, etc. The Senior Manager also serves as a trusted advisor to executives and business leaders, driving innovation, supplier performance, and… more