- Sodexo (San Francisco, CA)
- …investments , ensuring long-term partnerships. + **Operational Excellence & Financial Performance/Optimization** + Ensure premium service delivery and compliance ... As a key executive leader, you will drive strategic growth, financial performance, and best-in-class service delivery, collaborating with senior leadership, client… more
- Bank of America (Oakland, CA)
- …knowledge and network by partnering with experts in small business, lending, and investments + Manages financial center traffic, appointments, and outbound calls ... At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible… more
- Ross Stores, Inc. (Dublin, CA)
- …questions to arise around recent store performance trends, capital spending return on investment , operational issues, etc\. This person will report to the GVP of ... **ESSENTIAL FUNCTIONS:** Own key strategic expense accounts and maintain financial oversight over complex, multi\-year capital initiatives within the Stores… more
- Robert Half Finance & Accounting (San Jose, CA)
- …Client Service Associate - Wealth Management A well-established and rapidly growing investment advisory firm is seeking a highly motivated Client Service Associate ... to deepen their expertise in client relations, portfolio operations, and investment analysis within a collaborative and education-focused environment. About the… more
- City National Bank (Los Angeles, CA)
- …procedures, and regulatory requirements. Assigned to one of the following areas: Financial , operational and process audits to assess the adequacy of the banks ... assessment practices. * Understanding of the technical aspects of accounting and financial reporting. * Experience in performing multiple projects and working with… more
- Meta (Menlo Park, CA)
- …our point of view to our partners and executive stakeholders. We serve as financial advisers to our business partners and own shared business goals and results where ... business models, drive collaboration across teams, develop recommendations on strategic investment decisions, craft annual and long-range plans, and partner with… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …indicators and deliver actionable insights to internal stakeholders. + Conduct ad-hoc financial analyses and communicate findings to investment , operations, and ... differentiated products with a global mindset. Key Responsibilities: + Analyze financial and operational data from portfolio companies to support investment… more
- Charles Schwab (San Mateo, CA)
- …record of success + 10 years of experience with wealth management - financial planning and investment planning **Preferred Qualifications** + CFP(R) designation ... (SWA). The successful candidate will build trusting relationships with local Financial Consultants and Wealth Advisors, providing education and support to their… more
- Deloitte (San Francisco, CA)
- …help clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable ... to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing… more
- Comerica (San Diego, CA)
- …obtain background data on corporate or personal finances, family relationships, investment objectives and financial planning; listen, profile, gather information ... accredited university + 10 years of sales experience in personal trust, investment or financial products + 5 years of experience developing and executing sales… more