- Robert Half Finance & Accounting (San Francisco, CA)
- …+ Proficiency in Microsoft Office Suite; experience with MS Dynamics or Salesforce preferred . + Experience with Schwab Advisor Center is a plus. Excited ... and families, offering a full suite of solutions including investment management, estate and tax planning, lending strategies, and...Senior Client Service Associate will serve as a trusted advisor and primary point of contact for a select… more
- PagerDuty (San Francisco, CA)
- …win in the enterprise. The Customer Success Management team acts as a Trusted Advisor to our customers, ultimately responsible for ensuring their success. As a key ... for helping customers achieve business value and ROI from their investment in PagerDuty. **Key Responsibilities** Advocate for the Customer: + Proactively… more
- Google (Mountain View, CA)
- …(FP&A), consulting, or a related function, or an advanced degree. ** Preferred qualifications:** + Experience with financial planning, budgeting and forecasting ... processes, the Finance organization is an important partner and advisor to the business. The US base salary range...share more about the specific salary range for your preferred location during the hiring process. Please note that… more
- Principal Financial Group (Los Angeles, CA)
- …things you'll do: + Collaborate with the TPA, plan sponsor and the advisor on plan features, investments, retirement readiness, services and new opportunities. + ... Inc + Qualified Plan knowledge and unbundled experience strongly preferred (Defined Benefit, Defined Contribution) + Excellent demonstrated leadership, negotiation,… more
- Google (San Bruno, CA)
- …(FP&A), consulting, or a related function, or an advanced degree. ** Preferred qualifications:** + Experience with regularly presenting to executive management. + ... processes, the Finance organization is an important partner and advisor to the business. The US base salary range...share more about the specific salary range for your preferred location during the hiring process. Please note that… 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
- AECOM (Los Angeles, CA)
- …has never been a better time to be at AECOM. With accelerating infrastructure investment worldwide, our services are in great demand. We invite you to bring your ... has never been a better time to be at AECOM. With accelerating infrastructure investment worldwide, our services are in great demand. We invite you to bring your… more
- Intuit (Mountain View, 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
- BlackRock (San Francisco, CA)
- …fund wholesaler (external) + Strong financial services background with knowledge of investment trends and advisor practices + Exceptional verbal and written ... Model Portfolios and Model Portfolio landscape. + Deliver fiduciary and investment insights through portfolio construction conversations. + Accelerate the growth of… 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