- 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 ... planning and budgeting within Northern California. + Act as the trusted business advisor and strategic partner by the clients both internally and externally. + Lead… more
- Deloitte (San Francisco, CA)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Bachelor's ... offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing solutions to complex tax issues? Do you not only know what AGI… more
- Robert Half-Robert Half Corporate (San Ramon, CA)
- …teams to analyze complex business scenarios and translate them into scalable data solutions . + Serve as a trusted advisor to stakeholders by translating ... and experienced BI Data Architect IV to join our Financial Data & Analytics team. This role is critical...business data definitions and support the standardization of key financial and operational terms (eg, RH Affiliate vs. Company).… more
- Deloitte (Los Angeles, CA)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing solutions to complex tax issues? Do you not only know what AGI… more
- Intuit (Mountain View, CA)
- …locations and 9 countries by using our AI-driven expert platform to deliver powerful solutions for our customers' most important financial problems. And as much ... more money in their pockets, save time, and make financial decisions with confidence. It all started with a...what comes our way. + Serve as a trusted advisor and sounding board to the senior leader, acting… more
- City National Bank (Los Angeles, CA)
- …requirements in alignment with CNB's overall data strategy. * All City National products, financial solutions and services are to be provided ethically and with ... blockers to strategy attainment. * Influence key stakeholders and act as a strategic advisor on key areas of focus to enable CNB's strategy. * Balance and influence… more
- City National Bank (Los Angeles, CA)
- …and the incentives with which colleagues are awarded. * All City National products, financial solutions and services are to be provided ethically and with ... and accountable for appropriate quality controls related to the financial products the bank provides, the services the bank...feels informed at all times. Perception as a trusted advisor by both the staff and the client. *… more
- Fiserv (San Diego, CA)
- …move money and information in a way that moves the world. We connect financial institutions, corporations, merchants and consumers to one another millions of times a ... by selling an enterprise set of innovative payment and technology solutions , building strong business relationships, communicating with clients regularly as a… more
- Southern California Edison (Rosemead, CA)
- …partnerships across various levels of employees and leadership. As a trusted advisor to executive leadership and the enterprise, you'll be responsible for designing, ... political and regulatory requirements when applicable + Develops resource and financial requirements from the project plan; Analyzes and determines regulatory… more
- Cherry Bekaert (Sacramento, CA)
- …+ Facilitate resolutions on complex audit and accounting issues + Review financial reporting and ensure client deliverables are provided in a timely manner. ... consultant, both internally and externally + Be a trusted advisor to a client and begins to identify opportunities...providing you and your family with a measure of financial protection. **About Cherry Bekaert** Cherry Bekaert, ranked among… more