- City and County of San Francisco (San Francisco, CA)
- …toward financial resilience. Key Leadership Responsibilities + Serve as a strategic advisor and business partner to the Executive Director and fellow Deputy ... critical financial planning and analysis to guide enterprise-level decision-making and investment . Core Areas of Oversight + Business Services: Ensure the efficient… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …at Robert Half Finance and Accounting is partnering with an independent Registered Investment Advisor (RIA) and financial planning firm in Mountain View, Ca ... by over $100 million in AUM in just the last year-demonstrating exceptional investment performance and continued client trust. The Role: The Client Service Associate… more
- Deloitte (Los Angeles, CA)
- Our Global Investment and Innovation Incentives ("Gi3") practice provides our clients a broad range of government credits and incentives ("C&I") services across more ... 45Q Carbon Capture Tax Credit + IRC section 48 Investment Tax Credit + IRC section 45 Production Tax...our clients. NFTS service lines provide tax planning and compliance support for the largest organizations across all industries.… more
- Deloitte (Los Angeles, CA)
- Our Global Investment and Innovation Incentives ("Gi3") practice provides our clients a broad range of government credits and incentives ("C&I") services across more ... had the work-hard/play-hard mentality. NFTS service lines provide tax planning and compliance support for the largest organizations across all industries. The Global… more
- Robert Half Office Team (San Diego, CA)
- …The Administrative & Investment Assistant supports the CEO (a senior financial advisor and firm owner) and the Advisory Associate across a wide range of ... responsibilities, including executive support, family office services, investment operations, and client service. This role serves as a key liaison between the… more
- APTIM (San Diego, CA)
- …Matter Expert (SME) with 10+ years of proven expertise in environmental compliance , air permitting, and regulatory strategy. This key role supports both internal ... Review, and Permits by Rule--as well as compiling regulatory compliance reports such as annual emissions inventories and Title...individual will serve as a technical leader, trusted client advisor , and key contributor to the evolution of APTIM's… more
- BMO Financial Group (Modesto, CA)
- …client contact to uncover financial needs and provide meaningful solutions in compliance with regulatory and compliance policies. Works collaboratively within ... to uncover financial needs and provide meaningful solutions in compliance with regulatory and compliance policies. +...to develop strong customer relationships; acts as client's trusted advisor and primary point of contact. + Proactively works… more
- Robert Half Finance & Accounting (Fresno, CA)
- …support the organization's long-term goals. Responsibilities: * Serve as a financial advisor to the leadership team and Board of Directors, offering strategic ... while providing ongoing analysis of budget performance. * Ensure compliance with nonprofit financial standards, regulations, and grant requirements, including… more
- US Bank (Los Angeles, CA)
- …and individuals at US Bank to serve as a trusted legal and business advisor . Successful candidates for positions in the US Bank Law Division consistently provide ... they bring to the group. Meaningful collaboration, participation in the community, and investment in the development of the Law Division are all expected from… more
- Umpqua Bank (Walnut Creek, CA)
- …customers. + Coordination of business development efforts of sales, administrative and investment staff. + Monitors and coordinates activities to ensure all ... compliance and audit requirements are implemented and met. +...equivalent work experience, preferred + Certified Trust and Financial Advisor (CTFA) designation or JD degree, preferred + 10+years'experiencein… more