- Umpqua Bank (Sacramento, CA)
- … opportunities. + Provide clients with a high level of individualized service based on comprehensive planning and investment strategies consistent with ... to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We...way forward is together. Together for people. Together for business . Together for better. **About the Role:** A Senior… more
- Intuit (Mountain View, CA)
- …in presenting to executive audiences. + Experience in FP&A, management consulting or investment banking or similar roles + Experience with SaaS Revenue modeling ... and 3-year strategic plans, proactively highlighting risk and opportunities related to business growth and drive optimal investment decisions through data-driven… more
- LinkedIn (San Francisco, CA)
- …minimum 3 years of experience in finance, finance accounting, management consulting, investment banking , or related field OR equivalent experience. **Preferred ... culture, connection, clarity, and the evolving needs of our business . The work location of this role is hybrid,...in the technology industry. + Background in management consulting, investment banking , private equity, strategy or growth… more
- Comerica (San Francisco, CA)
- …for you!Position CompetenciesSuccessful incumbents are action oriented, have strong banking acumen and peer relationships, negotiate, have innovative management, are ... and drive for results.Position Responsibilities: Sales Management Achieve annual new business fee goals by formulating and coordinating a custom marketing plan… more
- Intuit (San Diego, CA)
- …you'll bring** + 8-10+ years of experience from strategic finance, FP&A, investment banking , or management consulting + Highly motivated, self-starter with ... customer & expert experiences across all Intuit products and services , on a global scale. As a key finance...As a key finance partner for the Global Small Business Group (GBSG) business , this individual will… more
- Bank of America (San Francisco, CA)
- …Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. ... trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking...self to work. We value diversity in our thoughts, business , and within our employees and clients. Our Wealth… more
- Banc of California (Santa Ana, CA)
- …the nation's premier relationship-based business banks focused on providing banking and treasury management services to small, middle-market, and ... a broad range of loan and deposit products and services , with full- service branches throughout California and...private equity and venture capital. + In-depth knowledge of banking products, services , and channels. + Strong… more
- Zions Bancorporation (El Segundo, CA)
- …or related experience. Preference for candidates with experience in Capital Markets, investment banking , or sales & trading. **Skills:** + Strong understanding ... Zions Bancorporation, NA (NYSE: ZION) is a premier financial services company with ~$100B in assets operating through 8...With a leading market share in small and middle-market banking , the Bank's 500+ client managers and 200+ wealth… more
- Banc of California (Santa Ana, CA)
- …the nation's premier relationship-based business banks focused on providing banking and treasury management services to small, middle-market, and ... a broad range of loan and deposit products and services , with full- service branches throughout California and...Knowledge of various non-retail banking products and services including deposit, investment , treasury and cash… more
- Umpqua Bank (San Jose, CA)
- …Working knowledge in all job functions. + Proficient knowledge in other banking services offered by other lines of business to identify and offer qualified ... clients include: deposit, cash management, credit, investment management, and trust services . + Business development of client relationships. + Engage with… more