- Manulife (Los Angeles, CA)
- …improve the functionality to competitive standards for internal analysis and LP reporting . + Synthesize modeling outputs in real-time for senior portfolio management ... forecasting returns, hold/sell analysis and debt/cash management. + Craft new reporting tools to deliver pertinent performance measurements to existing and potential… more
- Robert Half Finance & Accounting (Menlo Park, CA)
- …deal execution. You'll collaborate across departments to streamline operations, enhance reporting , and contribute to strategic projects that drive growth. Key ... Responsibilities + Portfolio Analysis & Reporting : Gather financial data, assist with valuations, and prepare performance reports + Marketing & Fundraising Support:… more
- PNC (Calabasas, CA)
- …Interprets loan documents and servicing agreements. May perform risk ratings, create investor reports and escalate issues accordingly, and manage credit risk and ... (GL), Investment Management, Revenue Recognition **Competencies** Data Gathering and Reporting , Decision Making and Critical Thinking, Effective Communications, Financial… more
- Robert Half Finance & Accounting (Palo Alto, CA)
- …platforms such as Investran. Key Responsibilities + Oversee accounting and financial reporting for multiple entities and funds + Manage valuation analysis and ... accounting + Experience handling entity-level accounting, capital calls, distributions, investor allocations, and financial statements + Proven ability to support… more
- Robert Half Finance & Accounting (Menlo Park, CA)
- …deal execution. You'll collaborate across teams to streamline operations, enhance reporting , and contribute to strategic projects that drive growth. Key ... Responsibilities + Portfolio Analysis & Reporting : Collect financial data, support valuations, and prepare performance reports. + Marketing & Fundraising Support:… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …across funds, GP entities, and the management company, including audits, reporting , and fund administrator relationships. + Partner on fund structures, co-investment ... and operations roles. + Strong knowledge of fund mechanics, legal structures, reporting , and compliance. + Experience leading finance and operations functions with… more
- Banc of California (Los Angeles, CA)
- …complex credit requests within various types of lending to businesses within C&I, investor real estate, and other specialty types of industries with primary emphasis ... appraisal report, title policy, lease agreements, credit reports, etc. + Recommend reporting and performance covenants specific to the type of financing being… more
- City National Bank (San Francisco, CA)
- …(SLAs) are met * Tracks, logs and provides daily, weekly, monthly, quarterly reporting of production statistics as defined by management * Consistently meets quality ... of experience in jumbo and super jumbo underwriting to investor or organization's guidelines required * Minimum 7 years...two business days. Unless otherwise indicated as fully remote, reporting into a designated City National location is an… more
- Tomo Credit (San Francisco, CA)
- …join our fast-growing team. You will also need to build many of the processes and reporting from scratch since we are a startup. What You'll Be Doing + Maintain full ... the annual audit. + Oversee the entire accounting, financial reporting , and internal controls functions. + Assist with the...processing of vendor bills and payments. + Respond to investor and lender due diligence requests. + Prepare presentations… more
- Suburban Propane (Yreka, CA)
- …and Accounts Payable functions and activities + Handle administrative, data entry, reporting and reconciliation around asset and inventory controls and purchasing + ... well as a marketer of natural gas and electricity and producer of and investor in low carbon fuel alternatives, servicing the energy needs of approximately 1 million… more