- JPMorgan Chase (Palo Alto, CA)
- …(restricted stock, employee stock options, performance share units, etc.), pre- liquidity planning, and concentrated position management (such as 10b5-1 plans, ... well as in concentrated position management, corporate executive services, and pre- liquidity transaction planning + Partner with field leadership and Practice… more
- Robert Half Finance & Accounting (Modesto, CA)
- …financial functions. This role is central to ensuring optimal cash flow, liquidity , and asset performance while driving strategic financial initiatives. The ideal ... Manage daily cash operations, including monitoring inflows, outflows, and ensuring liquidity across banking and investment accounts. * Develop and maintain detailed… more
- Wells Fargo (San Francisco, CA)
- …Wells Fargo is seeking a Treasury Management Consultant within Global Payments & Liquidity . **In this role, you will:** + Assist Sr. Treasury Management Consultant, ... relationship managers and business bankers by developing and executing a strategy to retain and fully penetrate existing relationships + Review and analyze basic operational assignments that require research, evaluation, and selection of alternatives, and… more
- Robert Half Finance & Accounting (Buellton, CA)
- …cash flow activities, including borrowing needs, investment opportunities, and liquidity planning. * Analyze financial and operational performance across portfolio ... companies to identify key trends, risks, and growth opportunities. * Support the budgeting process, long-term financial planning, and forecasting in collaboration with business leaders. * Partner with management teams to monitor key performance indicators… more
- Ankura (Los Angeles, CA)
- …Execution: Support Day One readiness and execution of a transaction or liquidity event and manage any transition service agreements or business integrations ... Requirements + Appropriate level will be determined through the interview process + Strong intellectual curiosity and problem-solving skills with the ability to synthesize complex unstructured data rapidly and develop insights and recommendations + Strong… more
- MUFG (Menlo Park, CA)
- …related materials to include ad-hoc client slides such as (competitive liquidity analysis, capital alternatives & recommendations, and syndication overview) + ... Salesforce timeliness and accuracy Finally, you will be responsible for: + Preparing unsolicited term sheets for prospective clients + Attending events (as time allows) + Attending in-person and virtual client calls + Continuing to develop your professional… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …financial and cash‑flow results and deliver actionable insights. + Develop liquidity strategies aligned with broader wealth‑management objectives. Compliance & Risk ... Management + Ensure compliance with SEC, RIA, and relevant federal, state, and local regulations. + Oversee tax filings, estimated payments, 1099 reporting, and coordination with external tax preparers. + Maintain tax‑basis documentation and support audit… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …providers and research technical accounting matters + Monitor cash positions and liquidity across funds + Calculate and process capital calls and distributions + ... Review work prepared by junior team members, including capital activity, financials, and LP reporting + Advise on complex or non-routine accounting transactions + Mentor and develop junior accountants + Partner with Investor Relations to respond to LP… more
- Columbia Bank (San Jose, CA)
- …Provide consultative guidance to clients navigating consolidation, expansion, or liquidity events within the healthcare sector. + Cross-Functional Collaboration: ... Work closely with Private Banking, Treasury Management, and Credit Administration to deliver integrated financial solutions. Engage with bank partners for wealth management and implementation strategies to include investments, trust, financial planning, and… more
- Columbia Bank (Walnut Creek, CA)
- …third-party reports. Drives a robust analysis of the sponsors' contingent debt, liquidity , global cash-flow, and their ability to meet all financial obligations. + ... May work on lending opportunities across the western US for clients within their prospective market. + Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities - knowledge may be gained through… more