- Lincoln Financial (Sacramento, CA)
- …* Collaborate with Model Governance teams to follow established change management procedures **What we're looking for** **_Must-haves:_** *Undergraduate degree ... Transformation** * Recommend and implement solutions to streamline valuation and financial projection processes * Collaborate across teams to enhance accuracy of… more
- TevisHR (Sacramento, CA)
- …to budget and forecast, identifying key trends and providing insightful explanations to management . * Generate various financial reports and ad-hoc analyses to ... complex financial concepts clearly. * Strong organizational and time management skills, with the ability to manage multiple priorities and meet deadlines.… more
- Snap Inc. (San Francisco, CA)
- …+ Work closely with regional operations managers to coordinate service delivery, financial management , and support high-touch spaces + Handle the development ... day to day basis. + Create and implement efficient procedures for program activation and compliance, tailored to regional...and management of annual operating budgets, including forecasting, … more
- Wells Fargo (San Francisco, CA)
- …on a variety of banking and fiduciary topics including investment management , general trust administration, specialty trusts, custody, tax, specialty assets, ... and UHNW clients and provide personalized advice and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic… more
- RTX Corporation (El Segundo, CA)
- …is required, as only US citizens are authorized to access the financial management system due to government contractual requirements. **Qualifications We ... be able to interpret and ensure implementation of Raytheon Financial Policies and Procedures to program personnel...Opportunity development and tracking. + External report development. + Financial forecasting and cash management . + FP&A… more
- Wells Fargo (Del Mar, CA)
- …in a fast-paced environment + Ability to exercise judgment, raise questions to management , and adhere to policy guidelines + Relevant military experience ... it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed...and customer support tasks efficiently through knowledge of bank procedures and products, as well as partners across the… more
- Bank of America (San Francisco, CA)
- …At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run ... families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working… more
- Wells Fargo (San Jose, CA)
- …Relationship Management group requiring solid understanding of relevant policies, procedures , and compliance requirements that influence and lead team to meet ... retain, and grow complex client relationships through the art of relationship management , by understanding the needs and priorities of clients and financial… more
- Walmart (Palmdale, CA)
- …resolved according to company guidelines; ensuring compliance with company policies and procedures ; supporting the Open Door Policy ; and participating in ... the day; and ensuring products are selected and staged according to company policy and procedures . Develops, communicates, and implements processes and practices… more
- City National Bank (Santa Monica, CA)
- …- ability to maintain a profitable relationship, balancing bank and client needs. * Policy & Procedures - knowledge of CNB's policies, procedures & ... & personal clients. They will act as a trusted strategic advisor, providing financial advice & consistently connecting client needs with CNB's products and service… more