- Bank of America (Irvine, CA)
- …legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the ... transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.… more
- San Francisco Federal Credit Union (San Francisco, CA)
- …how we engage with members digitally, ensuring both exceptional service and strong financial performance. The AVP will oversee digital sales and service efforts for ... the Credit Union's financial products, targeting both prospective and current members. This...workflow and loan disbursement accuracy.*Conduct research, testing, and funnel analysis to identify trends and inform continuous improvement. *Track… more
- Meta (Menlo Park, CA)
- …skills to work effectively with the business, the capacity to develop robust financial models that aid in decision-making, and a solid understanding of hardware and ... software systems. The responsibilities encompass all financial aspects of the business, including conducting NPV/ROI analyses, overseeing capital expenditures,… more
- PennyMac (Westlake Village, CA)
- …high-quality data to analysts, finance teams, technology groups, and senior management for financial and operational reporting and analysis . + Manage team of ... PENNYMAC Pennymac (NYSE: PFSI) is a specialty financial services firm with a comprehensive mortgage platform...datasets to fuel dashboards, forecast models, and crucial business insights . + Ensure quality of programs by evaluating solutions… more
- Meta (Menlo Park, CA)
- …7. BA/BS in Business, Economics, Accounting or equivalent 8. Experience in financial planning and creating data-driven analysis 9. Experience managing monthly ... to our partners and executive stakeholders. We serve as financial advisers to our business partners and own shared...spend 4. Provide hands-on analytic support and develop actionable insights that will influence key decision makers to allocate… more
- Galileo Financial Technologies, LLC (San Francisco, CA)
- …- is how our employees describe working here. Galileo is a financial technology company that provides innovative and revolutionary software products and services ... innovator that applies tech and engineering capabilities to empower Fintechs and financial institutions to unleash their full creativity to achieve their most… more
- Cedars-Sinai (Los Angeles, CA)
- …its financial objectives and mission through continuous and thorough analysis in evaluating existing structures and rates. Provides leadership to maintain ... process, developing contract language and negotiation strategy, and in-depth financial analyses of contract performance. Oversees assigned Health Plans in… more
- Wells Fargo (Los Angeles, CA)
- …related to low-to-medium complex tasks and deliverables. + Conduct research and financial analysis to assess client needs to identifyoptimal Wells Fargo ... Wells Fargo Commercial Banking provides market-leading solutions, industry expertise, and insights to help enable our clients' growth and success, enhancing the… more
- Palo Alto Networks (Santa Clara, CA)
- …account with over 1,000 eligible items selected by employees, our mental and financial health resources, and our personalized learning opportunities - just to name a ... stringent reporting standards, evaluating the need for any tax reserves on our financial statements, and proactively preparing for audits to achieve our targeted tax… more
- PNC (Corona, CA)
- …Relationship Building, Credit, Credit Products, Customer Engagement, Decision Making, Financial Analysis , Identifying Sales Opportunities **Competencies** Client ... + Focuses on client opportunities by providing ideas and insights based on an understanding of the client's needs...on an understanding of the client's needs and their financial well-being. Focuses on increasing client engagement and loyalty.… more