- BMO Financial Group (Los Angeles, CA)
- …+ Develops new business by contacting prospects and clients, and by cross-selling Bank products and services that include credit, trust/ investment and cash ... BMO is the 8th largest bank in North America and the 4th largest...a highly valued segment within a stable and thriving bank . Facilitates growth initiatives for the Bank … more
- BMO Financial Group (Newport Beach, CA)
- …Teams, as well as other key product and support partners within the Commercial Bank across the various geographies. In addition, the Regional Manager will be tasked ... with leveraging the bank and delivering the integrated BMO OneClient focus across...Ensures the required internal control standards, including adherence to audit , regulatory and compliance policies. Facilitates growth initiatives for… more
- BlackRock (San Francisco, CA)
- …("BTC") is a subsidiary of BlackRock, Inc. ("BlackRock") and a nationally-chartered bank that provides investment management, trust and other fiduciary services ... preeminent asset management firms and a premier provider of global investment management, risk management and advisory services to institutional, intermediary and… more
- Comerica (Costa Mesa, CA)
- …activities and development plans are in place for staff. Compliance and Audit Ensure compliance with regulatory reporting requirements (CRA Sales size, HMDA). ... + 8 years of commercial credit and/or lending experience Bank OverviewComerica is the largest US commercial bank...through a strong culture of diversity and inclusion, community investment and environmental commitment. We are recognized as one… more
- Charles Schwab (San Francisco, CA)
- …+ Represent and support SAM senior leaders with key business partners, including investment risk, policies and controls, internal audit , legal and compliance as ... ensuring the running of an efficient enterprise among the investment , product and sales teams in coordination with finance,...firm in other areas such as Digital Services, Schwab Bank , SPC, legal, compliance, finance, corporate strategy, etc. +… more
- Robert Half Finance & Accounting (Menlo Park, CA)
- …collaborate directly with senior leadership. This role offers exposure to complex investment strategies, career growth, and the opportunity to work closely with the ... calls, distributions, and valuations. + Prepare financial statements and oversee bank reconciliations and payments. + Maintain LP records, manage inquiries, and… more
- ASM Global (Del Mar, CA)
- …of the Del Mar facility, overseeing budgeting, accounting, financial reporting, audit compliance, and strategic planning. This role is pivotal in supporting ... efficiencies. + Oversee daily financial operations including AP/AR, cash management, bank reconciliations, and journal entries. + Direct the preparation of event… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …consideration. Requirements + 5+ years asset management experience. Including VC/PE/ investment management experience, Fund administration or audit /tax with ... payable and receivable for timely processing and payment. + Manage corporate bank accounts. + Ensure compliance with corporate-side regulations and procedures. +… more
- CBRE (Los Angeles, CA)
- …**About The Role:** We are looking for a Fund Controller for CBRE Investment Accounting & Reporting Solutions, an exciting and growing environment. This role assists ... and output, providing qualitative analysis. + Prepare financial statements; assist with audit and tax preparation and review. + Handle portfolio budgets, forecasts,… more
- MUFG (Los Angeles, CA)
- …identify and address risk issues including remediation of product related audit and/or self-identified issues. + Strong understanding of regulatory implications on ... bank liquidity and effects on clients **Experience/Abilities:** + Bachelor's...payment file formats + Has a good understanding of investment vehicles such as money market mutual funds +… more