- JPMorgan Chase (Palo Alto, CA)
- …delivering an exceptional client experience + Generate business results and acquire new assets , both from existing client base and new client acquisition + Advise ... clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs + Partner with internal… more
- CBRE (Fremont, CA)
- …support to the site engineering team for mechanical equipment and mechanical fixed assets (Pressure Systems Safety Laws, Condition Based Monitoring, Risk ... you'll do** + Define, design, develop, monitor, and refine an asset 's maintenance plan for improved reliability.Based on historical operating performance, analyze… more
- Charles Schwab (San Diego, CA)
- …investment styles and vehicles (ie, separately managed accounts, ETFs, mutual funds, fixed income assets ) and investment strategy. + Excellent oral and ... the status quo" and transform the finance industry together. The Wealth & Asset Management Solutions (WAMS) team is part of Wealth & Advice Solutions (WAS)… more
- Umpqua Bank (San Diego, CA)
- …utilizing effective investment solutions that maximize the return on investment of assets under management and meet fiduciary objectives. + Proven ability to grow ... with market dynamics, credit and liquidity. + Proficient in global asset allocation strategies including alternative investments. + Monitor and assess portfolio… more
- Cherry Bekaert (Sacramento, CA)
- …to its clients: 1. Cost Segregation Services 2. R&D Tax Incentive Services 3. Fixed Asset Services 4. Site Selection Services 5. State Credits & Incentives ... the cost components of a building into their proper asset classifications and recovery periods + Identifying assets... asset classifications and recovery periods + Identifying assets that were capitalized with improper tax lives. +… more
- Southern California Edison (Pomona, CA)
- …accounts receivable/payable, management accounting, close and consolidations, project systems, fixed asset accounting, billing through cash management, and ... ensuring the protection of all its physical, financial and cybersecurity assets , and properly accessing and managing private customer data, proprietary information,… more
- City National Bank (Beverly Hills, CA)
- …you will do * Prepare in-depth sales proposals through the creation of: Detailed fixed income and equity analyses; Current asset allocation overviews; Cash flow ... bank headquartered in Los Angeles with $92.03 billion in assets as of April 30, 2024. Founded in 1954,...affiliates manage or administer $96.83 billion in client investment assets . City National is dedicated to strengthening communities, and… more
- Robert Half Finance & Accounting (Santa Barbara, CA)
- …managing financial processes, including month-end closings, account reconciliations, and maintaining fixed asset records. This position offers an opportunity to ... sheet accounts to ensure accuracy during month-end closings. * Maintain and update fixed asset ledgers, ensuring compliance with accounting standards. * Prepare… more
- Robert Half Accountemps (San Francisco, CA)
- …ensuring accuracy in all transactions across legal entities. * Manage and update fixed asset and prepaid schedules, making necessary modifications to align with ... Strong understanding of accrual accounting principles and practices. * Familiarity with fixed asset accounting processes, including modifications to schedules. *… more
- Graham Packaging Company (Modesto, CA)
- …FIFO basis; coordinating a successful annual tagged physical inventory + Control and maintenance of fixed asset inventory to include annual fixed asset ... audit **Planning & Reporting** + Responsible for financial closing process for assigned plant manufacturing locations + Scorekeeper of Daily Trackers for labor and variable spend; ensure team has the tools and training to track their spend on a daily basis to… more