- Columbia Bank (San Diego, CA)
- …who can work within a team structure to manage a large book of business encompassing business development, financial planning, asset management, pipeline ... and support our broader purpose. Think of us as financial partners, because at Columbia, we believe the best...way forward is together. Together for people. Together for business . Together for better. **About the Role:** A Senior… more
- Principal Financial Group (San Francisco, CA)
- …a career in asset management distribution if you are interested in financial markets, investment capabilities and engaging with others in a collaborative ... Regularly review consultant websites for current search activity and update business profiles based on client and consultant exposures, preferences, historical… more
- Panasonic North America (San Diego, CA)
- …improving peoples' lives and making the world a better place-one customer, one business , one innovative leap at a time. Come join our journey! **Responsibilities** ... team. The Senior Accountant will be responsible for managing financial reporting, performing account reconciliations, maintaining the general ledger, assisting… more
- Citigroup (Loma Linda, CA)
- …partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.) + ... and Word) and experience using Money Guide Pro, or NaviPlan Select, or similar financial planning software preferred . + Basic understanding of investment and … more
- Citigroup (Riverside, CA)
- …partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.) + ... Office (Excel, Outlook, and Word) and experience using NaviPlan Select or similar financial planning software preferred + Basic understanding of investment and … more
- Providence (CA)
- …system. + Design and execute market and competitive analysis to support strategy, business development, and long-range financial planning. + Design and construct ... or Finance related field. + 8 years of closely related finance experience. Preferred Qualifications: + Master's degree in Business Administration or Health… more
- BMO Financial Group (Los Angeles, CA)
- …long-term financial performance in collaboration with Relationship Manager and business partners. + Structures and supports new, renewal and extension loans ... Analyst Intern at BMO, you'll have the opportunity to develop strong financial analysis and credit assessment skills while working alongside experienced Commercial… more
- Lincoln Financial (San Diego, CA)
- …revenue & market share with assigned Plan Sponsor/Participant book of business + Develop a comprehensive understanding of existing/targeted Plan Sponsor/Participants ... S6, and S63 within 90 days of hire (pre-registration preferred ) + Life & Health within 90 days of..._Nice-to-haves:_ + Experience in Group Benefits + College of Financial Planning or comparable certification(s) or designations + Prior… more
- Lumen (Sacramento, CA)
- **About Lumen** Lumen connects the world. We are igniting business growth by connecting people, data and applications - quickly, securely, and effortlessly. ... (PCO). In this key role, you'll contribute to the financial and operational success of federal programs by supporting...to a government security investigation) + Bachelor's degree in Business Administration, Finance, or a related field + 6-10… more
- Cardinal Health (San Diego, CA)
- …preparation of supporting schedules and financial statements. + Conducts financial analysis and provides insights to support business decision-making ... be responsible for managing various accounting tasks, including maintaining accurate financial records, performing financial analysis, and handling tax-related… more