- Citigroup (Riverside, CA)
- …financial planning and excellent discovery and profiling skills. + Anticipate the complex financial needs of the client and offer solutions through a wide ... The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role....Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning Services… more
- APTIM (San Diego, CA)
- …and NESHAP reports. The candidate will also provide H&S domain expertise on client projects. This individual will serve as a technical leader, trusted client ... budgeting, and execution + Subject Matter Expert (SME) and lead business analyst for projects involving advanced configuration of industry-leading EHS platforms (eg,… more
- City and County of San Francisco (San Francisco, CA)
- …for the disposition of each case; + Compiles and maintains client records by preparing written/electronic documentation, charts, statistical data, periodic reports, ... of revenue, ensure proper compliance with legal provisions, including mandatory reporting , and expedite timely access to services; + Establishes and maintains… more
- City National Bank (Los Angeles, CA)
- …quarterly Problem Loan reporting for Criticized / Classified credits including: financial reviews of client 's financial condition including monitoring ... historical financial information, cash flow projections and third party reporting (eg, Quality of Earnings Reports, Environmental reports, cash flow projections,… more
- Huron Consulting Group (San Francisco, CA)
- …a high-level of proficiency with: 13 week cash flow forecast, 3-statement financial models, financial reporting (monthly operating reports, statements ... Insolvency and Restructuring Advisor (CIRA), Certified Public Accountant (CPA), or Chartered Financial Analyst (CFA) The estimated base salary range for this… more
- Huron Consulting Group (Los Angeles, CA)
- …will be tested: 13-week cash flow forecast, integrated 3-statement financials, financial reporting (monthly operating reports, statements & schedules), ... Insolvency and Restructuring Advisor (CIRA), Certified Public Accountant (CPA), or Chartered Financial Analyst (CFA) The estimated base salary range for this… more
- CBRE (Sacramento, CA)
- …evaluation and support the execution of real estate transaction activities and financial reporting for a defined portfolio of commercial properties. **What ... education will be considered. + Knowledge or experience with commercial real estate transactions, financial modeling and reporting are a plus. + Ability to use… more
- JPMorgan Chase (San Francisco, CA)
- …sound credit decisions. Analysis is based on property operating statements, rent rolls, client 's financial balance sheet, schedule of real estate owned and ... + Completing credit actions (annual family credit reviews) which summarizes the financial analysis completed on a client 's portfolio, including recommendations… more
- Deloitte (San Diego, CA)
- …Certification) + Contract & Commercial Management (CCM) Certification Program + Certified Financial Analyst (CFA) + PMI Agile Certified Practitioner (Project ... Business Services ("LBS") assists clients with all aspects of reporting and process for business as usual, as well...with jurisdictions around the world. Bring your expertise and client service skills to Deloitte and click "apply" now!… more
- City and County of San Francisco (San Francisco, CA)
- …their families and significant others to obtain intake information; reviews financial status and screen eligibility for entitlement programs. + Collaborates with ... as part of a treatment plan. + Conducts mandatory reporting activities by completing reports (CPS, APS, elder abuse,...correspondence, and other agency forms to monitor and assess client 's progress; + Advocates on behalf of clients with… more