- Deloitte (Sacramento, CA)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... decisions including but not limited to skill sets; experience and training ; licensure and certifications; and other business and organizational needs. The… more
- City National Bank (Irvine, CA)
- …structuring guidance, and ESOP education. * Serve as a senior internal advisor on ESOP-related matters including tax structuring, fiduciary dynamics, and long-term ... including senior and subordinated debt structures. * Strong credit and financial modeling skills; experience managing complex deal processes and working directly… more
- Ross Stores, Inc. (Dublin, CA)
- …aligned with modern data and event\-driven architectures\. * Develop the internal AI Financial Mgmt and Ops practices collaborating with the CoE, Cloud Platform and ... across IT teams through architectural reviews, hands\-on workshops, and training on AI tooling and practices\. * Act as...AI tooling and practices\. * Act as an internal advisor and evangelist for AI transformation within the organization\.… more
- NetApp (San Jose, CA)
- …**Job Requirements** Technical Leadership: + Lead, conduct technical workshops and training sessions for internal teams and clients/customers. + Engage with ... to understand their business needs and technical requirements. + Able to build financial and commercial arguments for TCO, ROI, and procurement methods. + Present… more
- Amazon (Santa Monica, CA)
- …strategic relationships with senior leaders and serve as a trusted advisor on transformative initiatives 5. Drive strategic sales opportunities from inception ... 5 enterprise cloud transformation initiatives from the following industries: Telco, Financial Services, Manufacturing, Energy, or Retail/CPG 4. 10+ years experience… more
- LTD Global (Livermore, CA)
- About the organization A well-established, community-focused financial institution headquartered in the Bay Area, known for its personalized banking services and ... commitment to local communities. The organization offers a full range of financial products including personal and business banking, mortgage lending, and wealth… more
- City National Bank (San Francisco, CA)
- …across entertainment and sports related firms. * Act as a senior advisor , demonstrating expertise in industry trends, and market dynamics to deliver strategic ... assist in forecasting clients' credit needs and develops solutions to serve their financial needs. Brings in product specialists, as necessary, to help problem solve… more
- Cushman & Wakefield (Palo Alto, CA)
- …line for a designated market, including business development, business operations, financial management, client relations, and project operations. This role is ... implemented, anticipate/respond to all client needs, and generally act as a trusted advisor for comprehensive real estate work + Act with fiduciary responsibility to… more
- Amazon (San Diego, CA)
- …You'll leverage your IT and/or management Consulting background to serve as a strategic advisor to customers, partners, and internal AWS teams. As a DPM you will be ... environments. Customers innovate with AWS Professional Services, upskill with AWS Training and Certification, optimize with AWS Support and Managed Services, and… more
- Citizens (Irvine, CA)
- …to identify new prospects and calling plans. + Act as a Trusted Advisor to clients through direct engagement; understand their needs and design appropriate liquidity ... and adjust sales activities as needed, to ensure timely delivery of financial commitments. + Work with Liquidity Product, Liquidity Pricing & Analytics, and… more