- Fifth Third Bank, NA (Newport Beach, CA)
- …This position requires a strong understanding of credit, commercial products and financial statement analysis, in order to offer beneficial banking solutions (eg ... customers on a regular basis to enhance the trusted advisor relationship and ensure business needs are being met...Lead and coordinate all client facing activities, including credit support , treasury management, and capital markets + Utilize the… more
- US Bank (Glendale, CA)
- …best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. ... pivotal role in helping our business clients achieve their financial goals. They approach each and every day with...The responsibilities are as follows: + Be the primary advisor for our business clients. + Build, develop and… more
- ABM Industries (Anaheim, CA)
- …and operations team to secure new customers and specialty work. + ** Financial Acumen:** Oversee financials, budgets, and profitability, ensuring the company's ... financial health. + **Team Leadership:** Build and empower a...connections by delivering exceptional services and being the trusted advisor . We are searching for a dynamic people leader… more
- Citigroup (Beverly Hills, CA)
- …generation. + Anticipate events in a client's life and business which have significant financial implications. + Serve as a trusted advisor to clients who ... frequently seek strategic advice regarding financial matters. + Build relationships with client families that...members to maximize client effectiveness. + Build relationships/partner with support groups in Citi Private Bank to maintain control,… more
- Stantec (San Diego, CA)
- …centers across the US West, establishes and optimizes processes, provides financial modeling and valuation standards, analyzes performance data and makes ... forward-looking advice to Business Center Leadership and Project Management to support achievement of budget objectives. Your Key Responsibilities - Report to… more
- Citigroup (Los Angeles, CA)
- … + Anticipate events in a client's life and business which have significant financial implications. + Serve as a trusted advisor to clients who frequently ... seek strategic advice regarding financial matters. + Build relationships with client families that...members to maximize client effectiveness. + Build relationships/partner with support groups in Citi Private Bank to maintain control,… more
- Citigroup (Los Angeles, CA)
- …generation. + Anticipate events in a client's life and business which have significant financial implications. + Serve as a trusted advisor to clients who ... deep industry specific expertise to help you navigate your financial goals. You could access a range of responsive...and access to a dedicated Private Banker. We also support firms, and we offer a range of specialized… more
- Google (Sunnyvale, CA)
- …business assessment documentation. + Influence agreement structures during discussions to enhance financial terms and support agreements. + Develop and maintain ... full accounting process end to end. You'll advise on financial reports required by governmental regulations, and review, analyze,...detail, and you tap into your problem-solving skills to support business objectives. In this role, you will be… more
- Robert Half Finance & Accounting (Orinda, CA)
- …passionate about personal finance and on the path to becoming a CERTIFIED FINANCIAL PLANNER (TM) professional. Whether you're enrolled in a CFP(R) program or ... a BART-accessible location + Strong emphasis on professional development: firm covers financial education and certifications + Team-first culture with a focus on… more
- Palo Alto Networks (Santa Clara, CA)
- …account with over 1,000 eligible items selected by employees, our mental and financial health resources, and our personalized learning opportunities - just to name a ... partners in North America Sales to help drive strategic decision-making, provide financial insight, and build operational rigor and efficiency. This individual will… more