• Postman (San Francisco, CA)
    …in Tax or a CPA preferred . 8+ years of income tax compliance and financial reporting experience with a public accounting firm and/or corporate tax department. ... expert for all tax matters. You will serve as the company's trusted advisor regarding tax filings, strategies, considerations for new products and services, and risk… more
    Upward (07/13/25)
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  • Financial Reporting Advisor…

    Southern California Edison (Rosemead, CA)
    **Join the Clean Energy Revolution** Become a Financial Reporting Advisor -- SEC Reporting at Southern California Edison (SCE) and build a better ... GAAP requirements, and contribute to internal management reports. As a Financial Reporting Advisor -- SEC Reporting , your work will help power our… more
    Southern California Edison (05/08/25)
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  • Financial Advisor Trainee-PCG

    Raymond James Financial, Inc. (Beverly Hills, CA)
    …and Responsibilities * Become trained and skilled to effectively and efficiently perform the Financial Advisor role: * If hired as a team candidate, the team ... and practices. * Financial markets, banking, and financial data analysis and reporting . * Basic... Industry Regulatory Authority (FINRA), Series 7_GS - Gen Sec Rep - Financial Industry Regulatory Authority… more
    Raymond James Financial, Inc. (06/09/25)
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  • Investment Advisor

    Navy Federal Credit Union (San Diego, CA)
    …appropriate mixture(s) of insurance/investment products and services to achieve the financial client's goals as a registered representative/ advisor /agent of Navy ... analysis software + Understanding of economic and accounting principles, practices, financial markets, banking, analysis, and reporting of financial … more
    Navy Federal Credit Union (07/12/25)
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  • Financial Manager

    Robert Half Finance & Accounting (Tustin, CA)
    … Financial Reporting , SEC Reporting , EPS, Annual Financial Reporting , SEC Financial Reporting Robert Half is the world's first and ... dynamic, growth-oriented environment and is ready to take ownership of company-wide financial planning, reporting , and strategic support. As Finance Manager, you… more
    Robert Half Finance & Accounting (07/20/25)
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  • Tax Reporting and Innovation Lead

    Google (Sunnyvale, CA)
    …and systems, and find ways to be both innovative and compliant. Tax Reporting and International Tax Operations Group is a highly motivated and experienced team ... forward-thinking analysis to generating management reports to scaling our automated financial processes, the Finance organization is an important partner and … more
    Google (07/09/25)
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  • Registered Client Service Associate

    Raymond James Financial, Inc. (San Francisco, CA)
    …including setup and maintenance. * May participate in live meetings with the Financial Advisor and their respective client(s). * Manages budgeting and tracking ... of Financial Advisor expenses. * Creates reports to...- 3 to 6 years **Certifications** GS - Gen Sec Rep - Financial Industry Regulatory Authority… more
    Raymond James Financial, Inc. (06/03/25)
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  • Lead Client Services Officer

    City National Bank (Los Angeles, CA)
    …objectives, current suitability on file and the Investment Policy statement to assist Financial Advisors to meet SEC requirements for annual investment reviews. ... Investment Relationship Officers and Assistant Investment Officers supporting the Financial Advisors and licensed representatives of City National Securities.… more
    City National Bank (07/12/25)
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  • Business Data Product Owner

    BMO Financial Group (San Francisco, CA)
    …data and reporting **Cross-Functional Collaboration** + Serve as a trusted advisor to business leaders, product managers, data engineers, and analytics teams. + ... office. The ideal candidate will bring deep knowledge of financial services data, particularly in wealth management, and will...+ Ensure data practices align with regulatory requirements (eg, SEC , FINRA, GDPR, CCPA) and internal risk frameworks. +… more
    BMO Financial Group (07/11/25)
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  • Sr Director, FP&A (Services BU)

    Evolent (Sacramento, CA)
    …This role is part of a centralized corporate FP&A team focused on financial intelligence, analysis, and forecasting, with a strong emphasis on strategic thought ... the primary finance partner to the Services leadership team, owning end-to-end financial performance and decision support. * Lead and develop a high-performing FP&A… more
    Evolent (06/04/25)
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