- Cushman & Wakefield (San Jose, CA)
- …for the Northern California market, including business development, business operations, financial management, client relations, and project operations. This role is ... various project types. + Provides overall leadership responsibility for people, resources, planning and budgeting within Northern California. + Act as the trusted… more
- Deloitte (Costa Mesa, CA)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... leading client meetings on compliance and advisory projects related to tax planning opportunities, and the tax implications of various transactions to the… more
- Deloitte (Sacramento, CA)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... leading client meetings on compliance and advisory projects related to tax planning opportunities, and the tax implications of various transactions to the… more
- BMO Financial Group (Los Angeles, CA)
- …timely solutions. + Provides strategic input into business decisions as a trusted advisor . + Makes recommendations to senior leaders on strategy and new initiatives, ... programs of varying scope and type, including readiness assessments, planning , stakeholder management, execution, evaluation and sustainment of initiatives. +… more
- The County of Los Angeles (Los Angeles, CA)
- …performing configurations in lieu of software customizations; complex integrations with financial Enterprise resource planning (ERPs); data warehouse and report ... performing configurations in lieu of software customizations; complex integrations with financial Enterprise resource planning (ERPs); data warehouse and report… more
- CBRE (Sacramento, CA)
- …of Projects supports and manages all client relationships, acting as a trusted advisor and to grow the business relationship and projects offering within Data Centre ... * Oversee all phases of project management including procurement, contracting, planning , tracking, and execution. * Ensure that contract procurement, negotiation,… more
- BMO Financial Group (San Ramon, CA)
- …ensure client expectations are met or exceeded. + Acts as a trusted advisor to assigned business/group. + Influences and negotiates to achieve business objectives. + ... matter expert for internal/external stakeholders. + Participates in the development of financial models and other analytical tools to assist clients in evaluating… more
- Capital One (Sacramento, CA)
- …are committed to helping customers leverage our tools to lower the stress of financial management and increase the profitability of the bottom line. We aspire to ... become a trusted advisor , an informed teacher, and a concierge to guide...geographic market and is responsible for achieving revenue and financial objectives for their markets. You will put your… more
- Genentech (South San Francisco, CA)
- …scalable solutions and eliminating silos. You will work as a trusted, objective advisor and expert, recommending critical decisions and actions to be taken with ... performance, sales outlook, product demand outlook, targeting and call planning optimization, sizing, field effectiveness analysis and performance reporting). +… more
- Sharp HealthCare (La Mesa, CA)
- …position requires the ability to combine clinical/quality considerations with regulatory/ financial /utilization review demands to assure patients are receiving care ... Professional developmentThe RN CM will:Actively participates in the performance planning , competency and individual development planning process.Maintain current… more