- Robert Half Finance & Accounting (San Francisco, CA)
- …to join its growing team. This firm is known for delivering bespoke financial services to ultra-high-net-worth individuals and families, offering a full suite of ... solutions including investment management, estate and tax planning , lending strategies, and family office services. About the...Senior Client Service Associate will serve as a trusted advisor and primary point of contact for a select… more
- KBR (El Segundo, CA)
- …selections + Demonstrated experience with Air Force contracting and Air Force financial management + Serves as team lead for acquisition and systems engineering ... to the Government Program Manager + Develops and collaborates on acquisition planning briefings and documents (AoA, ASP, ASD, J&A, etc.) + Develops and… more
- Palo Alto Networks (Santa Clara, CA)
- …account with over 1,000 eligible items selected by employees, our mental and financial health resources, and our personalized learning opportunities - just to name a ... service domains. This senior-level consultant will serve as a trusted advisor and key contributor to helping our customers strengthen cybersecurity resilience… more
- SHI (Sacramento, CA)
- …US** + **Continuous professional growth and leadership opportunities.** + **Health, wellness, and financial benefits to offer peace of mind to you and your family.** ... team and customers. + Act as a trusted IT advisor for customers, partnering with Field Account Executives. +...solutions that fit customers' needs and budgets through strategic planning . + Engage with multiple layers of client contacts,… more
- BMO Financial Group (San Francisco, CA)
- …use cases (Structural Market Risk, Funds Transfer Pricing (FTP) and Planning /Forecasting). + Coordinate model implementation and testing among key stakeholders. + ... as appropriate. + Ensure compliance with Bank Policies and Standards regarding financial models. + Participate in the quantitative development and periodic review of… more
- BMO Financial Group (San Ramon, CA)
- …supports their development, and manages poor performance. + Acts as a trusted advisor to assigned business/group. + Provides structural market risk advice on funds ... a variety of change management activities including readiness assessments, planning , stakeholder management, execution, evaluation and sustainment of initiatives. +… more
- Intuit (Mountain View, CA)
- …with SaaS Revenue modeling a plus, MBA a plus. **How you will lead** + **Strategic planning ** : Be a trusted advisor to the US Marketing + Product leadership ... processes and reporting requirements. Lead high-impact initiatives aimed at scaling financial insights and planning capabilities as the business grows.… more
- Deloitte (San Jose, CA)
- …+ Enrolled Agent + Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) Preferred: + Advanced degree such as MST or ... federal and state deferred tax balances; + Computing tax depreciation for financial forecasts, tax provision, long-range planning , and cash-tax planning… more
- LinkedIn (San Francisco, CA)
- … planning processes through data-driven recommendations (eg, customer segmentation, headcount, financial and territory planning , quota setting) + Lead and ... organization to run effectively and efficiently. This individual will act as an advisor to executives in our sales organization and is responsible for helping crack… more
- Deloitte (San Diego, CA)
- …If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability ... providing tax compliance and consulting services including restructuring, acquisition planning , tax controversy, philanthropic tax planning , unrelated business… more