- Robert Half Finance & Accounting (San Francisco, CA)
- …a Client Associate to serve as a key relationship manager and trusted advisor to a select group of ultra-high-net-worth individuals and families. This firm is ... known for delivering white-glove service across wealth management, financial planning, lending strategy, and family office services. Client...with CRM systems (MS Dynamics or Salesforce) and Schwab Advisor Center is a plus Benefits & Perks: +… more
- Robert Half Finance & Accounting (Orinda, CA)
- … planning or services. + Completion of or enrollment in a CERTIFIED FINANCIAL PLANNER (TM) program is highly preferred. + Strong communication skills, ... Description Job Posting: Financial Planning Associate - Wealth Management A well-established,... lives. About the Firm This fee-only Registered Investment Advisor manages approximately $500 million in assets and is… more
- Stanford Health Care (Palo Alto, CA)
- …of the department. + Supervises development of comprehensive business plans and program initiatives to support department goals including financial impact and ... Care job.** This role is responsible for managing the financial aspects of technology investments and operations within the...of the IT portfolio and serve as a key advisor to IT leadership. This advanced-level role requires extensive… more
- Citizenship and Immigration Services (Aliso Viejo, CA)
- …perform analytical and evaluative work for adjudications and other program activities. Responsibilities Performs analytical and evaluative work associated with ... USCIS program activities involving the analysis of the Agency-wide impact,...security and egregious public safety concerns. Serves as an advisor to the Regional Management staff by independently conducting… more
- Ventura County (Ventura, CA)
- …other necessities. By providing the means for many families to meet their most basic financial needs, the program is a critical part of efforts to fight poverty ... Continuous + Description + Benefits + Questions Description THE PROGRAM Our agency's mission is to "Transform Lives Through...was established in 1975 to provide children with the financial , medical, and emotional support they need to help… more
- US Bank (Walnut Creek, CA)
- …of cash flow management and business credit underwriting with commercial credit training preferred - Demonstrated understanding of basic financial accounting and ... and businesses we serve to make better and smarter financial decisions and enabling the communities we support to...US Bank Business Banking Relationship Managers are the primary advisor for our business clients and are responsible for… more
- Stantec (San Diego, CA)
- …place with Stantec. Your Opportunity The Project Controls Professional provides program leadership and oversight to the architecture and engineering business centers ... across the US West, establishes and optimizes processes, provides financial modeling and valuation standards, analyzes performance data and...to track variances to project budgets. - Act as advisor to Project Controls staff. - Assist with Business… more
- Zscaler (San Jose, CA)
- …grow our workforce, nurture an amazing culture and work environment, support our financial and legal operations, or maintain our global infrastructure, the G&A team ... our Go-to-Market (GTM) function. This role serves as a financial partner to the GTM leadership team, providing ...will be responsible for: + Acting as a trusted advisor to Sales and Marketing leadership, delivering insights on… more
- Deloitte (San Diego, CA)
- …are critical to businesses. Your contributions can help clients improve financial performance, accelerate new digital ventures, and fuel growth through innovation. ... Participate in sales pursuits as a pursuit team member or subject matter advisor . Participate in the oral presentation of the proposal to highlight relevant… more
- Deloitte (Los Angeles, CA)
- …Attorney + Enrolled Agent + Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + Ability to travel up to 25%, on ... team with some of the most diverse backgrounds in the industry - financial analysts, developers, business analysts, attorneys and accountants? This is the place for… more