- Citigroup (San Francisco, CA)
- …Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) and Citigold(R) Private Client segments. ... closely with a dedicated Wealth team to meet the financial needs of our Affluent and High-Net Worth clients,...Organized with strong attention to detail + Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience in… more
- Lincoln Financial (Sacramento, CA)
- …can influence outcomes without directing or commanding. + Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook). + Strong project management ... closure due to applicant volume. **What's it like to work here?** At Lincoln Financial , we love what we do. We make meaningful contributions each and every day… more
- Robert Half Finance & Accounting (Los Angeles, CA)
- …and forecasting within a creative agency or similar environment. * Proficiency in financial software and tools such as Microsoft Excel, including advanced ... We are looking for a highly skilled Finance Manager to oversee and enhance financial operations in a dynamic and creative environment. This role is ideal for someone… more
- Cornerstone onDemand (San Francisco, CA)
- …deliver value-added business analysis and can define and measure meaningful financial and operational metrics that lead to insightful business decision-making. This ... to strategize and deliver direction for the Finance organization, which includes financial strategy, corporate & financial reporting, budgeting, treasury, … more
- Stanford Health Care (Menlo Park, CA)
- …to join our finance team. This role is central to shaping the long-term financial health and strategic direction of our hospital system. The Manager will partner ... leadership, clinical operations, and other key stakeholders to provide critical financial insights, drive strategic planning processes, and ensure resources are… more
- BMO Financial Group (Newport Beach, CA)
- …while maintaining an exceptional client service environment. + Performs financial analysis and calculations, assesses client creditworthiness, prepares detailed ... credit summaries, analyses financial performance and risk profiles of clients within the...Management + Credit Risk Assessment + Banking Operations + Microsoft Office Advanced level of proficiency: + Data analysis… more
- Amentum (Sacramento, CA)
- …to prepare and process complex accounting transactions, analyze information, and create financial reports. Additionally, you will be called upon to lead projects or ... accounting principles to activities associated with maintaining ledger accounts and developing financial statements and reports. + Compile and analyze financial … more
- Raymond James Financial, Inc. (Dana Point, CA)
- **Job Description** **Raymond James Overview** **One of the largest independent financial services firms in the country could be the** **place** **you build a career ... and tailored, sophisticated strategies for individuals and institutions. Raymond James Financial is a diversified holding company, headquartered in St. Petersburg,… more
- ICW Group (San Diego, CA)
- …OF THE JOB** The purpose of this job is to prepare and analyze financial information to provide accurate and useful information to management for review and provide ... decision making. This position exists to ensure accounting processes and financial statements are completed thoroughly and accurately, while aligning with Company… more
- JPMorgan Chase (Irvine, CA)
- If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you. ... banker, you will provide a high-touch experience by building relationships and providing financial advice with a focus on client experience and risk management while… more