- Comerica (Costa Mesa, CA)
- …between the customer, operations, and other areas of the bank (legal, trust, treasury management, retail, etc.) to implement escrow and 1031 accounts, as well as ... other business deposit services. The primary goal of the Escrow Analyst is to complete the on-board/off-board, annual reviews, scheduled/unscheduled disbursements… more
- City National Bank (Los Angeles, CA)
- *PROJECT MANAGER IV - Operational Resilience Governance Analyst * WHAT IS THE OPPORTUNITY? The role of the Project Manager is to plan, execute, and finalize Bank ... a large team. * Minimum 5 years banking or financial industry experience. * Minimum 5 years experience in... industry experience. * Minimum 5 years experience in Treasury Services/Cash Management * Minimum 7 years project manager… more
- Banc of California (Santa Ana, CA)
- …premier relationship-based business banks focused on providing banking and treasury management services to small, middle-market, and venture-backed businesses. Banc ... is committed to its local communities by supporting organizations that provide financial literacy and job training, small business support, affordable housing, and… more
- Ventura County (Ventura, CA)
- …+ Financial Industry Regulatory Authority (FINRA) licenses + A Chartered Financial Analyst (CFA) + Certified Public Accountant (CPA) KNOWLEDGE, SKILLS, and ... enhancing team capabilities. + Work Collaboratively - Assist senior investment officers, treasury staff, and external financial institutions with investment and… more
- Shimmick (Irvine, CA)
- …Familiarity with data visualization tools (eg, Power BI, Tableau). + CFA (Chartered Financial Analyst ). + SQL scripting and data analysis skills. + ... **Overview** Shimmick is seeking a highly analytical and detail-oriented ** Financial Planning & Analysis Leader** to join our corporate finance team, onsite and base… more
- KeyBank (CA)
- …at Key to acquire expand and retain business clients who have payments/ treasury management needs. + Demonstrate willingness and ability to lead the prospecting ... service to clients and sales visibility. + Working with Sales Analyst , effectively prepare sales presentations, relationship reviews, business process reviews… more
- Vail Resorts (CA)
- …is a key member of the Controller's organization, reporting to the Director of Financial Reporting and leading a team of two. This role is responsible for a ... and forecasting, internal reporting to key members of management and financial statement preparation. Specific areas of focus include accounting for corporate… more
- University of Southern California (Los Angeles, CA)
- …development and market implementation across commercial services (deposits, lending, treasury management). Manages the commercial lending portfolio, monitoring asset ... offerings. + Develops and manages annual departmental budgets, forecasts, and financial analyses. Recommends resource allocation and adjustments based on fiscal… more
- CalSTRS (Sacramento, CA)
- …possesses a professional certification in one of the following designations: Chartered Financial Analyst (CFA), Certified Commercial Investment Member (CCIM), ... Financial Risk Manager (FRM), Certified Investment Management Analyst (CIMA) or Chartered Alternative Investment Analyst (CAIA) may receive a 5% monthly base… more
- City of Palo Alto (Palo Alto, CA)
- …ASD records, monitors, and protects the City's assets through essential financial management, including forecasting, budgeting, and financial reporting. ASD's ... divisions include Accounting, the Office of Management and Budget, Purchasing, Treasury , Real Estate, Revenue Collections, Stores and Administration. The Accounting… more