- Applied Materials (Santa Clara, CA)
- …. **Key Responsibilities** Support for consolidation and reporting related to financial close, QBR, AOP/Commit, SR, Earnings release Performs required activities and ... to complete close, flash or commit with oversight on recurring tasks Support management in completing ad hoc reports and providing basic explanations on standard… more
- JPMorgan Chase (San Francisco, CA)
- …CFP + 7 plus years of practice as a trusts & estates lawyer, tax advisor , or financial planner + Knowledge of issues relating to securities-based compensation ... plans, derivative-based transactions, and exchange funds, and concentrated stock management is a plus + Experience with financial... management is a plus + Experience with financial planning software a plus FEDERAL DEPOSIT INSURANCE ACT:… more
- Deloitte (Los Angeles, CA)
- …+ Enrolled Agent + Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + Ability to travel up to 25%, on average, ... a task that is often heavily dependent upon effective data management and a knowledge of financial products and tax principles. Through a combination of tools… more
- ServiceNow, Inc. (Santa Clara, CA)
- …+ Act as a trusted technical advisor to leadership on AI cost management strategy, capacity planning, and cloud financial optimization. **To be successful in ... Model Context Protocol), and establish frameworks for cost optimization, forecasting, and financial governance. As a trusted technical advisor , you'll present to… more
- JPMorgan Chase (Palo Alto, CA)
- …CFP + 5 plus years of practice as a trusts & estates lawyer, tax advisor , or financial planner + Self-starter with natural curiosity for individual planning and ... & Advice is a group of experts in trusts & estates, tax planning, financial planning and planning in related areas for individuals and their entities (operating… more
- University of Southern California (Los Angeles, CA)
- …for the strategic direction, operational oversight, and leadership for facilities management functions across Keck Medical Center of USC, ensuring the safety, ... maintaining compliance with regulatory standards. This position serves as executive advisor for facility issues, provides leadership and direction to subordinate … more
- CBRE (San Francisco, CA)
- …within a dynamic portfolio. This position is part of the Meta account Asset Management team, which focuses on optimizing financial outcomes through tenant ... acumen, and the ability to influence cross-functional teams. The Meta Asset Management Analyst serves as a trusted advisor , delivering actionable insights and… more
- Edward Jones (Irvine, CA)
- …are highly visible members of the client team, working under the leadership of a financial advisor . You thrive in an inclusive team environment, are a continuous ... making an impact to change lives. You and your financial advisor will complement each other to...and team + Attention to detail, organization, and time management **Key responsibilities:** + Deepening relationships with existing clients… more
- Intercontinental Exchange (ICE) (Pleasanton, CA)
- …Acquisition Suite which includes Mortgage Point of Sale, CRM and Lead Management Systems) solution, you will drive the vision, strategy, and go-to-market approach ... innovation and differentiation. + Stakeholder LeadershipAct as a trusted advisor and advocate to the customer internally and externally,...10+ years of experience in product strategy or product management , with at least 3 years of experience in… more
- JPMorgan Chase (Whittier, CA)
- …interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth ... Management , you will be tasked with delivering exceptional client...Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor , member of FINRA and SIPC. Annuities are made… more