- Edward Jones (San Diego, CA)
- …Support Team Professional role, you are a critical member of that team along with the financial advisor. You are the first voice a client hears when they call on the ... see them coming a mile away. You and your financial advisor are essential in working together to help...on the branch business plan. + **Technology:** Strong computer literacy with willingness to learn new technology and programs… more
- Stanford University (Stanford, CA)
- …preliminary analysis. + Run, maintain, reconcile, review, combine, analyze, and validate financial data sets, utilizing financial reports, financial ... of Excel. + Basic knowledge of accounting systems and the internet; computer literacy . + Understanding of and ability to apply accounting skills and concepts. +… more
- Cushman & Wakefield (San Francisco, CA)
- …and maintenance of effective relationships with key client contacts + Develop financial plans and specific goals for cost control/reduction and ensure that these ... development process, capital planning, cash flow management and production of monthly financial reports to ensure accuracy and completeness and confirm that all… more
- JPMorgan Chase (Palo Alto, CA)
- …analyzing metrics, and collaborating across one of the world's most innovative financial organizations. As a Senior Product Associate in API Marketplace Platform, ... and requirements definition * Developing knowledge of data analytics and data literacy * Strong communication and stakeholder engagement skills including the ability… more
- City National Bank (Los Angeles, CA)
- …escalates as appropriate WHAT WILL YOU DO? * Assist clients, partner Financial Advisors, Sr. Investment Consultant and Portfolio Manager Teams with client ... (Rochdale and CNAM) as well as for the mid-net-worth platform, Symphonic Financial Advisors. * Open new accounts and process daily Outstanding Actions Report.… more
- City National Bank (Los Angeles, CA)
- …program models to extract data and use databases to provide statistical and financial modeling to minimize risk and reduce charge-offs. Understand data relevant to ... and accountable for appropriate quality controls related to the financial products the bank provides, the services the bank...and Access. Knowledge of FIS and/or TSYS preferred. Computer literacy with MS Office software is critical. * Must… more
- MSC Industrial Supply Co. (Garden Grove, CA)
- …building skills and techniques are required. + Understanding of financial performance/profitability is required. + Analytical/Strategic thinking required. + Computer ... literacy and proficiency in word processing, spreadsheet, and presentation...strategic orientation to drive customer-focused results + Possesses the Financial Acumen to Make Intelligent Business Decisions + Exhibits… more
- University of Southern California (Los Angeles, CA)
- …patient and referring source, requesting patient clearance from the clinical and financial coordinators and scheduling the initial appointments with the patient. The ... patient and referring source, requesting patient clearance from the clinical and financial coordinators and scheduling the initial appointments with the patient. The… more
- CBRE (San Jose, CA)
- …for the BU, ensuring projects are delivered on time and within the financial boundaries and profit margins set by the business, therefore building external ... working relationships with customers and site teams to exceed the annual financial plan. Pursue opportunities to generate projects through innovation and diverse… more
- City National Bank (Los Angeles, CA)
- …to the development of a robust risk culture, risk conduct, and risk literacy within the first line of defense, including design and implementation of preventive ... * Bachelor's Degree or equivalent * Minimum 5 years within or related to financial services * Minimum 5 years of auditing, risk, control or finance consulting… more