- Columbia Bank (Irvine, CA)
- …work collaboratively, and support our broader purpose. Think of us as financial partners, because at Columbia, we believe the best way forward is together. ... compliance with regulatory and security requirements. + **Advisory and Collaboration:** Act as an advisor to all technology groups, and the bank as a whole, when new… more
- Wipfli LLP (Irvine, CA)
- …analysis skills to discover useful information and patterns to provide support in recommendations + Proactively identify improvement opportunities in processes to ... applications + Research tax related issues and other related financial reports + Perform a limited number of tax...Develop experience and skills to become a trusted business advisor for clients and associates + Gain hands-on experience… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Michelle Espejo with Robert Half Financial Services is recruiting for a Client Service Associate at a Multi Family Office. This is a full-time permanent ... most successful families. This multi-family office provides investment management, financial planning, lending strategies, and tailored family office services, all… more
- Eliassen Group (Sacramento, CA)
- …productivity, collaboration, and secure digital behavior. + Respond to training-related support needs and gather feedback to continuously improve user education. ... **2. Change Management & Transformation Support ** + Lead change management strategies for digital initiatives,...and with senior leadership. + Act as a strategic advisor to business units undergoing technology change. + Facilitate… more
- AeroVironment (Simi Valley, CA)
- …in subject matters pertaining to both technology and the business + Serves as a "trusted advisor " to the BU and functions as a key point of contact for BU & DBT ... technology that best provides maximum ROI, and directs BU & IT strategy in support of the overall business strategy + Partners with PMO and manages projects… more
- WSP USA (San Jose, CA)
- …the plumbing engineering discipline and function, offering direction, expertise, and support to ensure project and work site deliverables are successfully achieved ... + Lead technical aspects of contract negotiation, presentations, and meetings. + Support the overall long-term strategy, growth, and pipeline development of Plumbing… more
- ABM Industries (Los Angeles, CA)
- …ensuring that clients outcomes are achieved, client experience is positive, ABM financial objectives are met, and sales opportunities are supported. The NAM for ... account research, leading sales calls, and creating relationships within a "Trusted Advisor " approach that leads to new business opportunities for the company. +… more
- Deloitte (San Jose, CA)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... as well as implement client outreach strategies. Responsibilities will include: + Support renewable energy client engagements and participate in the targeting of new… more
- Abbott (Los Angeles, CA)
- …Work On:** + **Customer Relationship & Retention:** Serve as a trusted advisor to established customers, fostering loyalty and achieving retention targets. Enhance ... decisions and optimize reagent utilization. + **Technical & Operational Support :** Perform assay integrations and address laboratory technical needs. Support… more
- Mastercard (San Francisco, CA)
- …we're helping build a sustainable economy where everyone can prosper. We support a wide range of digital payments choices, making transactions secure, simple, ... partnerships, and passion, our innovations and solutions help individuals, financial institutions, governments, and businesses realize their greatest potential. Our… more