- Raymond James Financial, Inc. (Walnut Creek, CA)
- …level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense reports. + Opens new client ... reports and client-specific reporting as needed for review by the financial advisor . + Creates and maintains records and files utilizing Client Relationship… more
- Google (San Bruno, CA)
- …our automated financial processes, the Finance organization is an important partner and advisor to the business. The US base salary range for this full-time position ... + Partner with Business and Finance stakeholders on overall spend management, investment , Return on Investment (ROI) related technical spend. + Create… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …high-impact financial guidance. This role is ideal for a seasoned advisor who thrives on building trusted relationships, simplifying complexity, and making ... coaching junior team members, and delivering comprehensive financial planning and investment strategies. This is a high-touch, client-facing role that requires both… more
- Microsoft Corporation (San Francisco, CA)
- …to develop new strategic relationships. Develops relationships as a trusted advisor with key stakeholders. Works cross-functionally on internal strategy and works ... AND 5+ years relevant work experience (eg, enterprise technology, investment banking, strategy consulting, finance, corporate strategy, venture capital, business… more
- Google (Mountain View, CA)
- …our automated financial processes, the Finance organization is an important partner and advisor to the business. The US base salary range for this full-time position ... analysis (new partner agreements, expansions, etc.). Inform the economics/Return on Investment (ROI) and risk management of agreements, partnerships, and long-term… more
- Abbott (Alameda, CA)
- …you dream of. + Employees can qualify for free medical coverage in our Health Investment Plan (HIP) PPO medical plan in the next calendar year. + An excellent ... with enterprise architecture standards. **Core Responsibilities:** + Serve as a trusted advisor to global leaders and stakeholders in shaping strategic plans and … more
- Deloitte (San Francisco, CA)
- …to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing ... strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving during their lifetime and… more
- BlackRock (San Francisco, CA)
- …St San Francisco, CA 94105 Job Duties: Serve as an independent and credible advisor and value-add partner to senior investors and business leads across Multi Asset. ... years of experience with: Experience in analyzing Multi-asset portfolios investment processes including strategic and tactical asset allocation, manager selection… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …to join its growing team. This role is ideal for a experienced advisor who thrives in a collaborative, service-oriented environment and is passionate about making ... Advisors work closely with clients to deliver holistic financial planning, investment management, and strategic guidance tailored to each individual's goals and… more
- Intuit (San Diego, CA)
- …business, this individual will be responsible for driving strategic discussions on investment , growth, and operational execution. We work in a highly collaborative ... you'll bring** + 8-10+ years of experience from strategic finance, FP&A, investment banking, or management consulting + Highly motivated, self-starter with ability… more