- Robert Half Finance & Accounting (San Francisco, CA)
- …allocations, loan schedules, and asset tracking. * Assist with liquidity management, including fund transfer requests and investor distribution coordination. ... * Prepare financial reports to meet lender and investor requirements. * Support budget preparation and provide recommendations based on financial trends and forecasts. * Ensure compliance with tax regulations, business license renewals, and property tax… more
- Citigroup (Los Angeles, CA)
- …tailored solutions that address clients' investment, risk management, and financing/ liquidity needs. + Set challenging goals, regularly monitoring progress and ... making adjustments to achieve objectives. + Plan and prioritize daily, weekly, and monthly activities to maximize revenue growth and client satisfaction. + Establish a referral network and gain introductions to potential clients which generate new sales. +… more
- Guardian Life (Sacramento, CA)
- …tax returns + Analyzing balance sheet and income statements to evaluate the liquidity , solvency and financial strength of businesses + Work closely with the BRCs ... Advanced Case Design Team to create proprietary/unique presentation packages/sales concepts to drive activity and sales within the advanced markets space. Additional Responsibilities Include: + Provide technical case support to financial representatives and… more