- Citigroup (Morgan Hill, CA)
- …goals. + Collect and analyze information about the customer's financial situation, financial and personal goals, tolerance for risk and change, plans for the ... set directly to clients. **Responsibilities:** + Consult with customers about their financial situation, financial and personal objectives and lending needs for… more
- Southern California Edison (Rosemead, CA)
- …audit findings, opportunities for control improvements with the objective of mitigating risk and improving financial and operational performance + Evaluates the ... influence executive and senior management decisions and/or reduce major corporate risk . You'll makes decisions with regard to day-to-day audit engagement activities,… more
- Amalgamated Bank (Pasadena, CA)
- …will work closely with senior underwriters, the origination team and credit risk management in reviewing and analyzing financial statement reports, conducting ... interim financial statements, and credit analysis. + Perform covenant(s) compliance and manage the portfolio + Assist in early identification, classification and… more
- Comerica (Costa Mesa, CA)
- …with Loan Closers to facilitate closing of renewals or amendments. Adheres to Risk Management policies and guidelines, ie regulatory compliance , portfolio and ... and complete conformity with credit terms. Ensures the sale of additional financial services. Maintains a moderate understanding of commercial, economic and … more
- AeroVironment (Simi Valley, CA)
- …integration of acquired businesses into corporate / segment systems, processes, and compliance frameworks. ** Financial Modeling for New Business** - delivering ... contract delivery. + **Acquisition Integration Effectiveness** - Smooth transition of financial processes, systems, and compliance standards for acquired… more
- PennyMac (Moorpark, CA)
- PENNYMAC Pennymac is (NYSE: PFSI) is a specialty financial services firm with a comprehensive mortgage platform and integrated business focused on the production and ... are managed within established Service Level Agreements (SLAs) and in full compliance with investor, state, and regulatory guidelines. This position is responsible… more
- Stantec (Los Angeles, CA)
- …is primarily responsible for operational excellence for the BC - achieving financial (bottom line) and performance objectives. The BCOL is responsible for ... partner with the BC Practice Leader (BCPL) to ensure financial , talent and growth objectives are met. It is...management that is responsive to available workloads. - Oversees risk management practice related to office matters including employee… more
- BeOne Medicines (Emeryville, CA)
- …a robust background in financial technology, investment management, regulatory compliance , and risk management. This leader will emphasize process excellence ... streamline Finance workflows, reduce manual tasks, and improve overall efficiency. + ** Risk Management and Compliance ** : Ensure that technology solutions comply… more
- City National Bank (Irvine, CA)
- … - strong understanding of the regulatory environment CNB operates in to manage risk and ensure compliance (includes deep knowledge of CIP and KYC) * ... & personal clients. They will act as a trusted strategic advisor, providing financial advice & consistently connecting client needs with CNB's products and service… more
- BMO Financial Group (City Of Industry, CA)
- …credit conditions and compliance with loan agreement. + Provides accurate financial analysis and risk assessment of new and existing customers. + ... main responsibility of this role is to evaluate the risk level of our Custom - Pac Rim commercial...is a hybrid role. Bi-lingual preferred. + Evaluates all financial statements (business and personal tax returns, fiscal year-end… more