- Citigroup (San Juan Capistrano, CA)
- …less than $250K, recognize/refer larger lending opportunities and cross sell treasury and related small business products + Build referral business opportunities ... through Centers of Influence (COIs) and the Member Get Member (MGM) Program + Assist in strategies to grow the small business client and implement appropriate sales plans to target Book of Business customers + Deliver client services/outbound calls/inbound… more
- Robert Half Finance & Accounting (Santa Clara, CA)
- …Partner with FP& A on budget, forecasting, and expense analysis. Support treasury and cash management activities. Contribute to ad-hoc projects as needed. ... Requirements Qualifications, Education, and Experience Bachelor's degree in Accounting or Finance. CPA and/or Big 4 background preferred. 6+ years of accounting experience, with at least 3 years in a manufacturing or production-driven business. Strong… more
- SMBC (Los Angeles, CA)
- …as such as term loans, revolving lines of credit, syndicated facilities, treasury and cash management services, and trade finance. Where relevant, understand the ... broader offerings of the firm beyond the retail branch, in order to cross-sell additional useful offerings Demonstrate a complete command of relevant and related products Have a deep understanding of the USA PATRIOT Act, Bank Secrecy Act, the Office of Foreign… more
- Medtronic (Los Angeles, CA)
- …and guidelines, and related public company disclosure considerations. + Support Treasury department, including with respect to financing transactions and credit ... facility compliance. + Ensure effective corporate governance by managing board operations, maintaining corporate records, ensuring regulatory compliance, and advising leadership on governance and disclosure matters. + Provide legal support for M&A,… more
- Comerica (San Francisco, CA)
- …of corporate banking, credit and non-credit products, trust, real estate, treasury management and other bank functions. Maintain knowledge of accounting and ... financial principles, marketing and sales principles, credit analysis, economics and other bank functions. TravelTravel is required of this position at least 10% of the time. Qualifications Position Qualifications Vice President, Relationship Manager III,… more
- Bank of America (San Francisco, CA)
- …+ Fosters relationships with key partners such as Merchant, Practice Solutions, Treasury , and Business Banking to increase small business opportunities + Leverages ... knowledge of credit to advise small business owners on solutions, services, and digital capabilities that help them meet their short and long-term business goals + Supports execution of the sales delivery model to achieve targeted performance and growth of the… more
- Citigroup (San Francisco, CA)
- …in a financial services environment. + Demonstrated expertise in Cash Management and Treasury products, with a proven track record of developing and delivering sound ... solutions to clients. + Strong experience in Pipeline and Relationship Management. + Proficiency with Salesforce and CRM (Deal Entry System). + Proven ability to collaborate effectively with diverse stakeholders to achieve common goals. + **Problem-Solving &… more
- Republic Services (Anaheim, CA)
- …Provides support and responds to information requests from corporate (accounting, tax, treasury , IT, HR, sales, environmental compliance, legal, etc.) as well as ... region and area field financial management as required. + Performs other job-related duties as assigned or apparent. **QUALIFICATIONS:** + Accounting experience. + A thorough knowledge and understanding of Generally Accepted Accounting Principals (GAAP). +… more
- Robert Half Management Resources (Santa Clara, CA)
- …A to assist in budgeting, forecasting, and expense analytics. * Contribute to treasury and cash management activities to maintain financial health. * Participate in ... ad-hoc projects to address organizational needs and enhance accounting processes. Requirements * Minimum of 10 years of accounting experience, with a strong background in month-end close and general ledger management. * Proficiency in account reconciliation… more
- Banc of California (Santa Ana, CA)
- …premier relationship-based business banks focused on providing banking and treasury management services to small, middle-market, and venture-backed businesses. Banc ... of California offers a broad range of loan and deposit products and services, with full-service branches throughout California and Denver, Colorado, as well as full-stack payment processing solutions through its subsidiary, Deepstack Technologies. The bank is… more