- BMO Financial Group (Los Angeles, CA)
- …or exceeded. + Provides strategic input into business decisions as a trusted advisor . + Makes recommendations to senior leaders on strategy and new initiatives, ... -In-depth + Resource Planning - Working + Business Acumen - In-depth + Financial and Working Capital Understanding - In-depth + Strategic Thinking - Working +… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …Planner to join its team of professionals dedicated to delivering personalized, high-impact financial guidance. This role is ideal for a seasoned advisor who ... client relationships, coaching junior team members, and delivering comprehensive financial planning and investment strategies. This is a high-touch, client-facing… more
- Applied Materials (Santa Clara, CA)
- …. **Key Responsibilities** 1. Identification and implementation of financial information required to comply with new and recurring ... works closely with affected finance areas to ensure proper accumulation of financial data to support the required disclosures 3. Proactive identification and… more
- Deloitte (Sacramento, CA)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... on a plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy, real estate, consumer products, and… more
- BMO Financial Group (San Ramon, CA)
- …their development, and manages poor performance. + Acts as a trusted advisor to senior leaders for making business decisions and implementing strategic initiatives. ... leads the execution of strategic initiatives to deliver on business and financial goals. + Measures the effectiveness of risk decision strategy management framework;… more
- Deloitte (Los Angeles, CA)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... on a plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy, real estate, consumer products, and… more
- Robert Half Office Team (San Diego, CA)
- …Position Summary The Administrative & Investment Assistant supports the CEO (a senior financial advisor and firm owner) and the Advisory Associate across a ... + Assist with personal/business banking needs and archive relevant documents Financial Reconciliation & Reporting + Maintain Excel reconciliations for bank/credit… more
- Deloitte (Costa Mesa, CA)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... as required to gather information to complete their tax returns. + Training , mentoring, and supervising new and experienced-level tax staff, and attending required… more
- Deloitte (Sacramento, CA)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... and the tax implications of various transactions to the organization + Training , mentoring, and supervising new and experienced Tax Consultants and Tax Seniors… more
- Intuit (Mountain View, CA)
- …important problems to put more money in their pockets, save time, and make financial decisions with confidence. It all started with a customer and a problem. More ... to deliver powerful solutions for our customers' most important financial problems. And as much as we have re-invented...that employees are onboarded and receive the tools and training needed to become productive quickly. + Measure the… more