- Deloitte (Los Angeles, CA)
- …attorney + Enrolled Agent + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + Professional Engineer Preferred : + Advanced degree such ... Our Global Investment and Innovation Incentives ("Gi3") practice provides our...for the largest organizations across all industries. The Global Investment & Innovation Incentives (Gi3) tax team is a… more
- Deloitte (Los Angeles, CA)
- …eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced ... to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing… more
- SanDisk (Milpitas, CA)
- …long-term strategic plans, annual budgets and forecasting + Become a key advisor to Consumer Executive leadership, providing insights and recommendations to drive ... impact + Work with leaders to identify, evaluate, and prioritize strategic investment opportunities, assessing financial impact and return on investment to… more
- 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
- Intuit (Mountain View, CA)
- …FPandA experience or equivalent tenure from related positions in corporate finance, investment banking, private equity, or analytics + 4+ years of experience with ... of humility + Advanced Excel and PowerPoint skills; experience with Hyperion Essbase preferred + Experience with a Human Capital Management business a plus **How you… more
- Applied Materials (Santa Clara, CA)
- …model of the incremental value the product creates relative to the investment required and associated risks **3.** Identify opportunities to improve near term ... agreement, help align/rationalize walk away price and manage risk **5.** Manage investment spending, develop ROI analyses on new projects and prioritize investments… more
- Applied Materials (Santa Clara, CA)
- …and standardize business processes, address complex business problems, and drive investment decisions for profitable growth. As a key finance business partner, ... dynamic role that will enable the candidate to lead the BUs financial investment portfolio analysis and resource management in partnership with the business. The… more
- Bank of America (Newport Beach, CA)
- …include serving as the primary point of contact or trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating with teammates, ... with domestic and international teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client… more
- CBRE (Sacramento, CA)
- …CBRE is the world's largest commercial real estate services and investment firm.The CBRE Energy and Renewables groupoperateslike an agilestartup-fast, focused, and ... and Renewables. **Client Relationship Management** + Serve as a trusted advisor tohigh valuecorporate buyersthroughout the transaction lifecycle. + Maintain frequent… more
- Citigroup (Los Angeles, CA)
- …business which have significant financial implications. + Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters. + ... solutions to strengthen relationships with the firm. + Help clients achieve broad financial/ investment goals related to the creation and management of wealth. + Plan… more