- Atria Wealth Solutions (Dublin, CA)
- …to all broker-dealer and regulatory requirements. + Ensure that the goals and operations of the Patelco Financial Solutions aligns with the overall goals and ... member experience and minimize credit union liability. + Ensure that the operations of Patelco Financial Solutions comply with all applicable compliance and… more
- Robert Half Finance & Accounting (Tustin, CA)
- …Financial Analyst is responsible for overseeing various accounting staff in the day-to-day operations of one or more accounting functions. This person must be able ... * 3-5 years accounting experience. * Excel and Word intermediate to advance, Ten key by touch * Must have experience with multiple locations * Strong organizational… more
- Meta (Burlingame, CA)
- …role, you will gain invaluable experience with visibility into Meta's business & operations and have broad impact within the Finance organization. You will be very ... 3. Conduct detailed financial analysis to identify trends, variances, and key drivers impacting revenue and COGS. Provide actionable insights and recommendations… more
- Robert Half Accountemps (San Ramon, CA)
- …financial records? Robert Half is actively seeking experienced Bookkeepers to support the operations of various businesses. Working with our clients, you'll play a ... key role in maintaining accurate and up-to-date financial systems...and reconciliations. + Balance and maintain general ledgers; reconcile bank and credit card statements regularly. + Generate and… more
- Principal Financial Group (Bakersfield, CA)
- …the plan sponsor and the consultant on plan goals, investments, plan operations /financial reporting. + Identify opportunities to expand your client relationships by ... and technology solutions. + Building and cultivating relationships with key decision makers and C-Suite executives. + Highly responsive...vacation, personal or short-term illness. Employees don't accrue a bank of time off under FTO and there is… more
- Robert Half Finance & Accounting (Belmont, CA)
- …in San Mateo, California. In this role, you will oversee financial operations , ensuring accuracy and compliance while leading a team of accounting professionals. ... You will play a key role in providing financial insights, managing internal controls,...accounts payable and receivable reviews, client distributions, and supervising bank reconciliations. * Provide accounting support for complex property… more
- Lincoln Financial (Sacramento, CA)
- …internal reporting of Lincoln's investment positions to support strategic investment operations and initiatives. Additionally, this role will also lead team projects ... You will build relationships and work closely with various business areas and key stakeholders to achieves operational, system and project objectives. If this sounds… more
- Citigroup (Los Angeles, CA)
- …for significant direct business results and authoritative advice regarding the operations of the business. Necessitates a degree of responsibility over technical ... in building and strengthening an effective portfolio; + Develop relationships with key partners across the Citi platform to structure innovative and customized… more
- SitusAMC (San Francisco, CA)
- …banks, private equity investors, pension funds, secondary market guarantors, non- bank mortgage originators and servicers, among others. Preferred locations are ... growth. Develop and execute a strategic business development plan focused on key market segments + **Executive Engagement and Building Relationships** : Build and… more
- BrightSpring Health Services (Union City, CA)
- Our Company PharMerica Overview Operations Management focuses on efficiently meeting the needs of our clients across various lines of business. If your passion is ... customers.* Conducts and documents meetings with assigned clients* Works directly with key PharMerica teams to deliver on client commitments and to meet… more