- CIBC (San Francisco, CA)
- …and account administration and/or investments + Experience in personal tax, financial planning or investment management + Strong client service commitment + ... prepare well-written correspondence, maintain files for quarterly administrative and investment reviews) + Proactively anticipate and address client needs. Promptly… more
- Amazon (Culver City, CA)
- …require identifying key drivers of title performance, building recommendations for investment decisions, and optimizing the overall content portfolio to drive ... seeking a candidate who has a strong analytical and financial skillset, a demonstrated passion for the media and...that inform senior leadership decisions on content strategy and investment - Lead evaluation of Original Series under consideration… more
- Anywhere Real Estate (San Francisco, CA)
- …key role in identifying, evaluating, and executing acquisitions and investments across Anywhere's ecosystem-including franchise operations, brokerage businesses, and ... this leader will bring a strong combination of strategic insight, financial rigor, and cross-functional collaboration to support growth across all segments… more
- Meta (Menlo Park, CA)
- …& Business Planning (FBP) team is the strategic engine behind Meta's bold investments . We manage the company's entire budget and drive data-informed decisions that ... the forefront of this mission is our Infrastructure Finance team. Our investments in infrastructure are foundational to enabling the next generation of Artificial… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …to maintaining accurate fund reporting, ensuring compliance, and delivering insightful financial analysis across a diverse portfolio of investments . The ... tax filings and audit processes. + Collaborate with international offices to align financial reporting and objectives. + Maintain investment records and legal… more
- Cherry Bekaert (Sacramento, CA)
- …short and long-term goals and objectives needs to be developing a sustainable financial plan. + Help secure private investment commitments and a strategy ... and relationships with Community Development Entities (CDEs), Community Development Financial Institutions (CDFIs), tax credit investors, community lenders, and… more
- PNC (Los Angeles, CA)
- …and corporate clients who have significant assets to develop sophisticated, customized financial solutions ranging from investment management and wealth planning ... responsible for developing client solutions and strategies, including lending, investment management, estate/retirement planning and trust administration. PNC Private… more
- Aristotle Capital Management (Los Angeles, CA)
- …Newport Beach, Boston and Sarasota, Aristotle is a majority employee-owned investment management organization that specializes in equity and fixed income portfolio ... clients worldwide. Our mission is to help our clients reach their long-term financial goals with active portfolio management using our research-driven investment … more
- Intuit (Mountain View, CA)
- …complex business scenarios that drive and inform our go-to-market strategy (eg marketing investments and ROI) + ** Financial reporting** : Prepare financial ... team is critical in driving business growth and profitability through strategic, financial and operational leadership. **What you'll bring** You are a seasoned… more
- Principal Financial Group (Los Angeles, CA)
- …with the TPA, plan sponsor and the advisor on plan features, investments , retirement readiness, services and new opportunities. + Plan level health reviews. ... take pride in being a purpose-led firm, motivated by our mission to make financial security accessible to all. Our mission, integrity, and customer focus have made… more