- Robert Half Finance & Accounting (San Francisco, CA)
- …analytics, and process improvement. + Prior experience in private equity, investment banking, asset management, or a financial services firm preferred. + ... offer contract, temporary and permanent placement solutions for finance and accounting , technology, marketing and creative, legal, and administrative and customer… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Planner (CFP) designation (required) + Expertise across estate, tax, retirement, insurance, investment , and cash flow planning + Ability to manage multiple client ... offer contract, temporary and permanent placement solutions for finance and accounting , technology, marketing and creative, legal, and administrative and customer… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Collect and analyze client financial information. + Develop financial plans, investment policies, and portfolio reports. + Implement and monitor plans, coordinating ... offer contract, temporary and permanent placement solutions for finance and accounting , technology, marketing and creative, legal, and administrative and customer… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …and immediate consideration. Requirements + 5+ years of tax experience with investment partnerships (hedge funds, private equity, VC, real estate). + Strong ... offer contract, temporary and permanent placement solutions for finance and accounting , technology, marketing and creative, legal, and administrative and customer… more
- Robert Half Finance & Accounting (San Mateo, CA)
- …approach to financial planning. They offer a wide range of investment solutions, including advisory services, 401(k) management, insurance, and brokerage ... offer contract, temporary and permanent placement solutions for finance and accounting , technology, marketing and creative, legal, and administrative and customer… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …tax advisors + Partner with global teams to ensure aligned reporting + Maintain investment records and legal docs + Manage capital calls and distributions + Support ... offer contract, temporary and permanent placement solutions for finance and accounting , technology, marketing and creative, legal, and administrative and customer… more
- Robert Half Finance & Accounting (San Rafael, CA)
- …+ Collaborate with Wealth Advisors to integrate tax planning with estate, investment , and philanthropic strategies. + Translate complex tax topics into actionable ... offer contract, temporary and permanent placement solutions for finance and accounting , technology, marketing and creative, legal, and administrative and customer… more
- LinkedIn (Mountain View, CA)
- …or related field AND minimum 5 years of experience in finance, finance accounting , management consulting, investment banking, or related field OR equivalent ... Allocation efforts - tracking, analyzing, and providing recommendations on our investment portfolio across the LMS business. You'll develop frameworks to evaluate… more
- City National Bank (Studio City, CA)
- …dividends, Interest (taxable vs non-taxable) and portfolio value * Financial accounting experience for recording investment purchases, sales and unrealized ... data reconciliation to Brokerage statements and other various investment systems * Configuration of general ledger accounting... investment systems * Configuration of general ledger accounting systems to map to investment data… more
- LinkedIn (Mountain View, CA)
- …field AND a minimum of 8 years of experience in finance, finance accounting , management consulting, investment banking, or related field OR equivalent ... closely with leaders across Infrastructure, R&D, and Finance to support budgeting and investment strategy, using financial insights to help the team scale and make… more