- BMO Financial Group (San Francisco, CA)
- …corporate/commercial lending, syndications. + Independently, easily able to analyze financial , business and industry information to determine appropriate capital ... needed to support successful syndication, sales, credit swaps, credit insurance , originate-to-distribute and other available de-risking programs. + Proactively… more
- Citigroup (Riverside, CA)
- …partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) + ... and High Net Worth segment through the use of financial planning and excellent discovery and profiling skills. +...and 66 or equivalent are encouraged to apply. + Insurance group 1 required; will give 120 days to… more
- Jet Aviation (CA)
- …and usability. + Serve as a trusted thought partner in financial , legal, and technology matters, shaping systems architecture and decision-making frameworks ... providing strategic counsel and documentation to mitigate legal and financial exposure. + Ensure seamless year-end processing, including W-2/1099 distribution,… more
- GE Aerospace (San Francisco, CA)
- …authorities, and address post-filing notice inquiries. + Act as a trusted advisor to internal stakeholders, including Boards of Directors, senior leadership, and ... compliance frameworks, and global payroll operations. **Desired Characteristics:** + Tax Advisor or equivalent qualification preferred. + Minimum of ten year… more
- ADP (La Palma, CA)
- …a **Sales Representative, Major Accounts.** + _Are you ready to control your financial future with unlimited upside earnings potential?_ + _Do you want a lasting ... life-long friendships here. **Collaborate** **Daily.** You will serve as a trusted advisor , partner, and ADP ambassador to your clients, internal partners, and… more
- Warner Bros. Discovery (Burbank, CA)
- …editing tools, etc. The Senior Manager also serves as a trusted advisor to executives and business leaders, driving innovation, supplier performance, and ... WBD's evolving production technology landscape by: + Acts as a strategic advisor and liaison across Legal, Finance, Security, Global Content Operations, and… more
- BMO Financial Group (San Francisco, CA)
- …as appropriate. + Ensure compliance with Bank Policies and Standards regarding financial models. + Participate in the quantitative development and periodic review of ... strategies, customer behavior models, performance measurement, etc.) + Monitors the financial market environment and model performance impacts. + Ensures compliance… more
- Deloitte (San Francisco, CA)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... regimes contributing to global tax transparency? Would you like to understand financial services and products across an array of industries (banking, asset… more
- US Bank (Glendale, CA)
- …best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We ... pivotal role in helping our business clients achieve their financial goals. They do this by approaching each and...US Bank Business Banking Relationship Managers are the primary advisor for our business clients and are responsible for… more
- BMO Financial Group (San Ramon, CA)
- …supports their development, and manages poor performance. + Acts as a trusted advisor to assigned business/group. + Provides structural market risk advice on funds ... strategies, customer behaviour models, performance measurement, etc. + Monitors the financial market environment and model performance impacts for optimal execution… more