- Atria Wealth Solutions (Dublin, CA)
- …and those mandated by the broker-dealer. + Serve as a liaison between Patelco Financial Solutions and other departments. + Ensure that the program adheres to ... Ensure that the goals and operations of the Patelco Financial Solutions aligns with the overall goals...or Series 9/10 Securities Registrations equivalent required. + Previous Financial Advisor experience preferred + Advanced Industry… more
- Robert Half Finance & Accounting (Tustin, CA)
- …We are looking for an experienced and driven Finance Manager to lead our Financial Planning and Analysis (FP& A) function at the Home Office. This role is ... growth-oriented environment and is ready to take ownership of company-wide financial planning, reporting, and strategic support. As Finance Manager, you will… more
- Intuit (Mountain View, CA)
- …Services Finance team as a Finance Leader (internal title will be Staff Financial Analyst) partnering with the Workforce Solutions business segment. You will ... business a plus **How you will lead** + **Strategic planning** : Be a trusted advisor to the QuickBooks Workforce Solutions leadership team to develop and refine… more
- Logitech (San Jose, CA)
- …work, video collaboration, and IT/AV integration. Role Overview **The Role:** The ** Solutions Engineer** is a highly skilled technical advisor responsible for ... **Collaborate and Challenge** each other to find the best solutions while maintaining respect and trust. We **Decide and...and objection handling. + Serve as a trusted technical advisor for Commercial account reps and partner managers in… more
- City National Bank (Beverly Hills, CA)
- …Sr. Wealth Strategist and Wealth Strategist in developing integrated estate and financial plans for U/HNW clients through partnering with colleagues and COIs. Assist ... wealth planning process and the process of implementing the solutions . In collaboration with the Wealth Strategist team analyze...Qualifications** * Bachelor's Degree * Minimum 8 years of financial planning or related experience * Minimum 8 years… more
- SHI (Sacramento, CA)
- …and today we're proud to be a $15 billion global provider of IT solutions and services.** **Over 17,000 organizations worldwide rely on SHI's concierge approach to ... US** + **Continuous professional growth and leadership opportunities.** + **Health, wellness, and financial benefits to offer peace of mind to you and your family.**… more
- Sacramento Municipal Utility District (Sacramento, CA)
- …role in SMUD's financial landscape. You will serve as a trusted advisor in the Treasury & Revenue Strategy Department, supporting SMUD's financial objectives ... and presentations; + Gather, assess and interpret data to generate viable solutions and prepare accurate financial forecasts. **Desirable Qualifications** +… more
- V2X (El Segundo, CA)
- …As a Senior Financial Analyst, you will serve as a key advisor and subject matter expert in budget formulation, execution, and financial analysis ... of the program or company. Working across the globe, V2X builds smart solutions designed to integrate physical and digital infrastructure from base to battlefield.… more
- Applied Materials (Santa Clara, CA)
- **Who We Are** Applied Materials is a global leader in materials engineering solutions used to produce virtually every new chip and advanced display in the world. We ... career as you take on challenges and drive innovative solutions for our customers. We empower our team to...on the STM group's mission while also supporting overall financial analyses for the various CSD teams. The System-to-Materials… more
- ServiceNow, Inc. (Santa Clara, CA)
- …pursue our purpose to make the world work better for everyone. The Financial Services Insurance Strategist is a role that operates together with ServiceNow's ... customer and biggest bets. These narratives must demonstrate how ServiceNow's solutions impact our customers' P&L (reduce costs, increase revenue), show industry… more