- Brookfield Properties (Costa Mesa, CA)
- …accurate financial records and accruals. + Assist with debt/equity financing, due diligence , and investor reporting as needed. + Implement process ... We are seeking a strategic and detail-oriented Finance Manager to oversee financial planning, budgeting, and analysis for our residential real estate portfolio. This… more
- Thrivent Financial (Lakewood, CA)
- …or providing appropriate investment advice (eg conducting due diligence , etc.) + Obtain member/customer financial and/or suitability information ... Overview: Big Island So Cal Group is an independent financial services practice of Thrivent Financial . We take a broad-based approach to helping our clients… more
- City National Bank (Los Angeles, CA)
- …a borrower's financial position. * Provide analytical functions relating to due diligence , document processing, and financial statements analyses related ... new and renewed loans. Request and provide the necessary documentation and financial facts for Credit Officer to analyze, evaluate, and determine appropriate credit… more
- Bank of America (Walnut Creek, CA)
- …Management + Process Performance Management + Referral Management + Workforce Planning + Due Diligence + Internal Audit Review + Leadership Development + ... legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the… more
- City National Bank (Irvine, CA)
- …standards of the Bank are maintained. Prepares credit write-ups and ensures all due diligence and background evaluation is complete and thorough before credit ... other approval documents are granted. WHAT WILL YOU DO? * Reviews financial information; may fully document write-ups or other approval documents consistent with… more
- City National Bank (Los Angeles, CA)
- …and terms for potential borrowers. * Provides analytical functions relating to due diligence , document processing, and financial statements analyses ... real estate loan requests and provides the necessary documentation and financial facts for Credit Officers/Relationship Managers to analyze, evaluate, and determine… more
- Robert Half Finance & Accounting (Belmont, CA)
- …cross-department leaders to ensure effective communication and support for transactions, including due diligence and client onboarding. * Lead and develop the ... our team in San Mateo, California. In this role, you will oversee financial operations, ensuring accuracy and compliance while leading a team of accounting… more
- City National Bank (Los Angeles, CA)
- …a borrower's financial position. * Provides analytical functions relating to due diligence , document processing, and financial statements analyses ... new and renewed loans. Requests and provides the necessary documentation and financial facts for Credit Officer to analyze, evaluate, and determine appropriate… more
- City National Bank (Los Angeles, CA)
- …standards of the Bank are maintained. Prepares credit write-ups and ensures all due diligence and background evaluation is complete and thorough before credit ... other approval documents are granted. WHAT WILL YOU DO? * Reviews financial information; may fully document write-ups or other approval documents consistent with… more
- BMO Financial Group (CA)
- …ad-hoc reports and dashboards. + Follows security and safeguarding procedures and applies due diligence in accordance with Bank's policies and ethical standards ... and loyalty targets. Sells business banking products and comprehensive, holistic financial solutions, and identifies and initiates cross-sell opportunities in the… more