- Bank of America (Newport Beach, CA)
- …+ Hiring, developing, and leading a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Coaching ... and operational needs + Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel +… more
- CalSTRS (Sacramento, CA)
- …technical and professional staff performing the most critically sensitive and complex financial and investment accounting activities. The FA IV will collaborate ... the Director for risk and compliance matters including policy advisor to the Chief Executive Officer, ...+ Knowledge of Government Accounting Standards Board (GASB) for financial reporting and investment reviews for public… more
- Bank of America (San Francisco, CA)
- …Service Support Staff + Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators and outside legal counsel + ... including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth… more
- Anywhere Real Estate (San Francisco, CA)
- …models and valuation scenarios (DCF, precedent transactions, public comps). + Prepare investment memos and present recommendations to executive leadership and ... technology-enabled services, or consumer-facing platforms is a plus. + Excellent financial modeling, communication, and executive presentation skills. + Ability… more
- Lumen (Sacramento, CA)
- …priorities, forecast demand and capacity, and deliver STEPN-wide performance and financial reporting. You will lead executive and internal communications, ... the Lumen Transformation Office to inform and influence strategic direction, investment decisions, and program intake processes. + Develop and manage performance… 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 ... Deputy Director of Finance and Administration is a critical executive leader at the Port of San Francisco. As...Deputy Directors, this position will function as the Chief Financial Officer responsible for developing and implementing the Port's… more
- SanDisk (Milpitas, CA)
- …on long-term strategic plans, annual budgets and forecasting + Become a key advisor to Consumer Executive leadership, providing insights and recommendations to ... impact + Work with leaders to identify, evaluate, and prioritize strategic investment opportunities, assessing financial impact and return on investment… more
- Intuit (Mountain View, CA)
- …execute organizational strategy, ensuring agility in adapting to changing business needs. ** Financial Operations & Investment Management** + Own financial ... you will be a senior program leader and trusted advisor , responsible for shaping how SBG PD sets priorities,...Partner with Finance and Procurement to drive efficient, value-maximizing investment strategies. + Ensure financial discipline, risk… more
- Intuit (Mountain View, CA)
- …team is critical in driving business growth and profitability through strategic, financial and operational leadership. As part of Intuit's bold strategic vision, the ... lead in new frontiers by helping mid-market businesses thrive through innovative financial platforms and services. The Mid-Market segment is a critical growth area… more
- Robert Half Office Team (San Diego, CA)
- …Summary 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… more