- Insight Global (San Diego, CA)
- …in a related field or equivalent experience/training. 3+ years of experience in financial analysis , budget management or financial auditing Advanced excel ... skills (v look ups & pivot tables) Experience with financial modeling, resource planning , and budget oversight is preferred. Strong knowledge of finance… more
- City National Bank (San Francisco, CA)
- *MANAGER FINANCIAL INTEL SERVICES SENIOR* WHAT IS THE OPPORTUNITY? Management and accountability of the Bank's Financial Crimes Compliance (FCC) department ... flags, conducting annual product/service coverage assessments, and overseeing data analysis and rules optimization.Senior Manager will require the interpersonal… more
- Robert Half Finance & Accounting (Tustin, CA)
- …set annual budgets, track performance, and analyze variances to ensure consistency in financial planning . * Prepare and scrutinize monthly and quarterly ... financial reports to monitor company performance. * Actively participate in ad-hoc financial analysis to address emerging business needs and opportunities. *… more
- Bank of America (Temecula, CA)
- …met or exceeded. * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). ... Financial Solutions Advisor - Inland Empire Riverside, California;Temecula,...Policies, Procedures, and Guidelines * Client Management * Causation Analysis * Written Communications Please note this is a… more
- PennyMac (Westlake Village, CA)
- PENNYMAC Pennymac (NYSE: PFSI) is a specialty financial services firm with a comprehensive mortgage platform and integrated business focused on the production and ... of homeownership through the complete mortgage journey. A Typical Day The Financial Reporting Manager is responsible for financial reporting projects, including… more
- Stanford University (Stanford, CA)
- …school or program-specific. + Counsel and advise students on eligibility, policies, financial planning and debt management. + Manage disbursement, drawdown and ... **Knowledge, Skills and Abilities:** + Demonstrated experience in needs analysis and packaging of student financial aid....in needs analysis and packaging of student financial aid. + Excellent communication skills, including the ability… more
- Bank of America (Oxnard, CA)
- …met or exceeded. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). ... Financial Solutions Advisor- CA Coastal Market Camarillo, California;San...Advisory + Issue Management + Pipeline Management + Causation Analysis + Client Management + Policies, Procedures, and Guidelines… more
- Bank of America (San Francisco, CA)
- …met or exceeded. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). ... Financial Solutions Advisor- San Francisco Area San Francisco,...Advisory + Issue Management + Pipeline Management + Causation Analysis + Client Management + Policies, Procedures, and Guidelines… more
- Serco (San Diego, CA)
- …As a Financial Analyst you will be responsible for conducting routine financial analysis supporting multiple projects (eg EACs and Customer Deliverables) and ... **Position Description** Serco is seeking a ** Financial Analyst** to join our dynamic fast-paced team...role, you will:** + Provide cost, schedule and funding planning , reporting, monitoring and analysis support to… more
- Reyes Holdings (Sacramento, CA)
- …and ideas for process improvement + Provide timely, insightful, actionable, and accurate financial reporting, analysis and recommendations to key areas in the ... Position Responsibilities: + Analyzes financial performance for the company and provides leadership with financial decision making and provides insightful… more