- TATCHA (San Francisco, CA)
- …Treasury + Assist FP&A group with working capital forecasting. + Manage banking relationships and control requirements over bank accounts. + Ensure optimal use ... degree in Accounting, Finance, or related field; CPA required, MBA or relevant advanced degree preferred + 15+ years...Tatcha will never ask applicants for their financial or banking information prior to hire. If you have questions,… more
- Banc of California (Santa Ana, CA)
- …BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, Banc of California (the "bank"). Banc of California is one of ... the nation's premier relationship-based business banks focused on providing banking and treasury management services to small, middle-market, and venture-backed… more
- Citigroup (San Francisco, CA)
- …a wide range of products and solutions, including investment strategies, banking and lending, trust and specialized services.The Private Bank delivers solutions ... of traditional and alternative investments with wealth planning and private banking services to optimize client service and cross-marketing opportunities. + Work… more
- Citigroup (Beverly Hills, CA)
- …cross-sell opportunities and working collaboratively with partners across banking , lending, and wealth management.** **Qualifications** **:** **Minimum of ... within escrow, paying agent, M&A advisory, legal services, or transaction banking .** **Deep familiarity with the California legal market, particularly law firms… more
- Intuit (Mountain View, CA)
- …the QuickBooks line of products including accounting, payments, payroll, capital lending and banking . The US GBSG Finance team is critical in driving business growth ... responsibility + Experience in FP&A, management consulting or investment banking or similar roles + Ability to lead teams...models + Experience with SaaS Revenue modeling a plus, MBA a plus **How you will lead** Come join… more
- Intuit (Mountain View, CA)
- …the QuickBooks line of products including accounting, payments, payroll, capital lending and banking . The US GBSG Finance team is critical in driving business growth ... responsibility + Experience in FP&A, management consulting or investment banking or similar roles + Ability to lead teams...+ Experience with SaaS/Cloud Computing business models a plus, MBA a plus **How you will lead** Come join… more
- City National Bank (San Francisco, CA)
- …Bank products and services in order to establish a total client banking relationship. Discusses financing opportunities and general business conditions; may assist ... service, and aligning efforts with overall business objectives. * Represent Entertainment Banking with a high level of professionalism, serving as a trusted partner… more
- Bank of America (Newport Beach, CA)
- …trusted advisor, providing integrated recommendations including wealth structuring, credit facilities, banking , and asset management + Encourages use and adoption of ... days of start date * 12+ years of private banking and/or complex financial services experience or equivalent financial...team and within the business community **Desired Qualifications:** * MBA or Post-Graduate Degree * CFP, CPA, CFA, CTFA,… more
- Umpqua Bank (Roseville, CA)
- …create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting our ... Administration, economics, accounting, or finance Required + Master's Degree MBA , economics, accounting, or finance Preferred. + 2-5 years in… more
- Bank of America (San Jose, CA)
- …trusted advisor, providing integrated recommendations including wealth structuring, credit facilities, banking , and asset management + Encourages use and adoption of ... of influence **Required skills:** * 12+ years of private banking or complex financial services experience OR equivalent financial...within 90 days of start date) **Desired skills:** * MBA or Post-Graduate Degree preferred * CFP, CPA, CFA,… more