- Robert Half Finance & Accounting (San Francisco, CA)
- …advisors, and other service providers. + Monitor fund‑level cash positions and liquidity needs. + Calculate, record, and process capital calls and distributions. ... Compensation & Benefits + 401(k) with 6% firm contribution (not a match). + Generous bonus potential. + 100% employer‑covered benefits. + Flexible time‑off policy (generally ~3 weeks, subject to manager approval). Requirements Want to know more? Apply today… more
- Oracle (Redwood City, CA)
- …credits, and hospital credits. * Work with funding sources to ensure funding liquidity of closed Oracle Financing transactions. * Create and maintain orderly credit ... files, including credit review write-ups. **Requirements:** * Excellent quantitative and analytical skills. * Ability to prioritize conflicting deadlines for deliverables and customer issues. * Ability to make independent credit decisions under pressure and in… more
- Coinbase (Sacramento, CA)
- …Knowledge of advanced trading concepts like order types, market analysis, and liquidity pools Position ID: P65256 \#LI-Remote *Pay Transparency Notice:* Depending on ... your work location, the target annual salary for this position can range as detailed below. Full time offers from Coinbase also include bonus eligibility + equity eligibility**+ benefits (including medical, dental, vision and 401(k)). Pay Range:… 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