- Raymond James Financial, Inc. (Walnut Creek, CA)
- …level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense reports. + Opens new client ... reports and client-specific reporting as needed for review by the financial advisor . + Creates and maintains records and files utilizing Client Relationship… more
- H&R Block (Novato, CA)
- …time to be a part of H&R Block! What you'll do As a Senior Client Advisor - Small Business and Tax you will apply principles of accounting to analyze financial ... and returns for businesses and clients. The Senior Client Advisor - Small Business and Tax will also provide...matters and should have an in-depth knowledge of the regulations , laws and acts that govern the process. You… more
- California Dental Association (Sacramento, CA)
- Job Title: Account Manager Advisor Pay Information: Non-Exempt - $55,000 - $65,000 per year Location: Remote first work environment with occasional travel and in ... to succeed with new situations and timelines. How the Account Manager Advisor contributes: We believe dentists deserve expectational protection at a fair price… more
- AbbVie (Irvine, CA)
- …presentations and/or primary inventor of patents. + Serve as a technical advisor and subject matter expert in his/her/their discipline. + May be required ... business development opportunities. SCIENTIFIC COMMUNICATION + Serves as a technical advisor and subject matter expert in his/her/their discipline to management and… more
- MAAC (Metropolitan Area Advisory Committee) (Oceanside, CA)
- …center operations are in conformance with MAAC policies and procedures, licensing regulations , Health and Safety Standards and service area plans. Participates in ... state licensing requirements, including those applicable to health, safety and fire regulations . Center Directors are also accountable for the timely completion of… more
- ServiceNow, Inc. (Santa Clara, CA)
- …with deep operational and CISO practitioner experience, serving as a trusted advisor to our most senior customers and internal stakeholders. The ideal candidate ... executive-level relationships with strategic customers, acting as a trusted advisor and advocate. + Champion customer-centricity across the organization, ensuring… more
- ServiceNow, Inc. (San Diego, CA)
- …be the go-to expert for strategic business unit alignment, the trusted advisor to executives navigating complex AI transformations, and the architect of governance ... business narratives that resonate with C-level stakeholders + Build trusted advisor relationships with senior principals, providing strategic counsel on AI adoption,… more
- Medtronic (Northridge, CA)
- …expert understanding of US Generally Accepted Accounting Principles (GAAP), SEC regulations , and best practices in technical accounting research. The Director will ... liaison with auditors and regulatory bodies, and serve as a trusted advisor to executive leadership on complex technical accounting matters. The successful Director… more
- ServiceNow, Inc. (Santa Clara, CA)
- …of ServiceNow across their business transformation initiatives. As a trusted advisor , you'll partner with C-level executives, guide seamless delivery of business ... extensive experience leading large-scale digital business transformations, acting as a trusted advisor to both internal and C-level customer executives. You will be… more
- Columbia Bank (Riverside, CA)
- …for better. **About the Role:** Responsible for being the key banking advisor for Middle Market client relationships. Accountable for prospecting new business and ... bank in achieving its overall financial targets. + Serves as a trusted advisor to clients, functions as the Middle Market client "expert" in providing… more