- Deloitte (Los Angeles, CA)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... to execute work streams, such as cost segregation studies and tax equity financial modeling (eg, hypothetical liquidation at book value) + Identify potential issues… more
- Deloitte (San Francisco, CA)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Bachelor's ... clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving… more
- Deloitte (Los Angeles, CA)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving… more
- Cupertino Electric (San Jose, CA)
- …(CEI) provides employees, stakeholders and customers with timely and accurate financial information. The Finance Department is comprised of seven teams: Accounts ... that work closely together to ensure compliance and the financial well-being of the company. **ABOUT THE ROLE** Manages...efficient operation of the function. + Hiring, developing, and training the Billings and Collections team. + Managing the… more
- City National Bank (Los Angeles, CA)
- …blockers to strategy attainment. * Influence key stakeholders and act as a strategic advisor on key areas of focus to enable CNB's strategy. * Balance and influence ... in alignment with CNB's overall data strategy. * All City National products, financial solutions and services are to be provided ethically and with integrity in… more
- BMO Financial Group (Los Angeles, CA)
- …timely solutions. + Provides strategic input into business decisions as a trusted advisor . + Makes recommendations to senior leaders on strategy and new initiatives, ... **Salary:** $102,000.00 - $190,000.00 **Pay Type:** Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors… more
- Fiserv (San Diego, CA)
- …move money and information in a way that moves the world. We connect financial institutions, corporations, merchants and consumers to one another millions of times a ... relationships at a senior level with clients, gaining trusted advisor status. + Experience with eCRM tools, tracking and...with a growing offering of physical, mental, emotional, and financial benefits from day one. + Maintain a healthy… more
- The County of Los Angeles (Los Angeles, CA)
- …designs, process designs (including scenario design, flow mapping), prototyping, testing, training , and ongoing support models and procedures. Serves as single ... future direction of technological developments related to eProcurement. Acts as an advisor to ISD executive management on strategic IT policy decisions. Requirements… more
- Southern California Edison (Rosemead, CA)
- …partnerships across various levels of employees and leadership. As a trusted advisor to executive leadership and the enterprise, you'll be responsible for designing, ... political and regulatory requirements when applicable + Develops resource and financial requirements from the project plan; Analyzes and determines regulatory… more
- Wolters Kluwer (Sacramento, CA)
- …within the named Channel Partner Portfolio + Coordinates ongoing education and training sessions for Channel Partners to drive new sales opportunities + Works ... on Channel Partner planning processes that develop mutual performance objectives, financial targets, and critical milestones + Conducts quarterly and annual business… more