- City National Bank (Los Angeles, CA)
- **RELATIONSHIP ADVISOR SENIOR ASSET BASED LENDING** **WHAT IS THE OPPORTUNITY?** Serves as a Subject Matter Expert ("SME") for Asset Based Lending ("ABL") ... credit approval for, and negotiating terms of ABL transactions. Partners with junior colleagues to ensure that all portfolio management activities and credit… more
- Southern California Edison (Rosemead, CA)
- Job Description Join the Clean Energy Revolution Become a Resource Optimization Senior Advisor at Southern California Edison (SCE) and build a better tomorrow. In ... the most value out of those resources. The Resource Optimization Senior Advisor will leverage their deep understanding of the California Independent System Operator… more
- Zions Bancorporation (San Diego, CA)
- …for all employees to grow and thrive. As a premier California-focused financial services company dedicated to serving its communities, families, and businesses ... well qualified professionals for the role of Commercial Underwriter (Credit Advisor ). The Business Lending Services Department specialize in lower middle-market… more
- Raymond James Financial, Inc. (Pasadena, 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...and procedures. * Acts as mentor and resource to junior team members; manages team workflow and works towards… more
- World Insurance Associates, LLC. (Santa Barbara, CA)
- …and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital management solutions. Pensionmark ... Financial Group - A World Company - is a...technologies. + Provides front-line support for a suite of advisor and client-facing systems, ensuring a smooth and efficient… more
- Harris & Associates (Sacramento, CA)
- …to "build equitable, resilient, and sustainable communities" by providing a long-term financial framework for these communities to use as they plan their future. ... to support our Municipal + District Finance practice. This practice provides financial and economic consulting services to public agencies related to development… more
- World Insurance Associates, LLC. (Santa Barbara, CA)
- …and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital management solutions. Pensionmark ... Financial Group - A World Company - is a...regarding payments issues or discrepancies. + Respond promptly to advisor requests. + Resolve questions where possible or submit… more
- WSP USA (Roseville, CA)
- …+ Regulatory Agency Interaction + Preparing proposals + Training and mentoring junior staff + Experience with preparing and understanding grading plans and ... Collaborate with professionals from a variety of disciplines to provide "trusted advisor " service and future ready solutions for clients. + Exercise responsible and… more
- Equitable (San Francisco, CA)
- …building your business * **Specializations available** in numerous areas from being a Certified Financial Planner, to a junior or senior partner in a firm model, ... in making the choices that help them lead a fulfilled life with our Financial Professionals as the cornerstone of our success. Equitable Advisors is a leading firm… more
- Avanade Inc. (Los Angeles, CA)
- …strong client stakeholder relationships positioning the organization into "Trusted Advisor " status * Developing and orchestrating Change Strategies and Plans ... of Avanade's OCM practice by sharing learnings, developing content, mentoring junior colleagues, and crafting compelling proposal responses Skills and experiences *… more
- Deloitte (San Diego, CA)
- …we provide will help them drive product and service innovation, improve financial performance, accelerate speed to market, and operate their platforms to innovate ... an engagement and coordinate activities between work streams. + Provide guidance to junior professionals as they manage large, confidential and complex data sets and… more
- ESPN, Inc. (Burbank, CA)
- …building pipeline for future needs and focusing on D&I initiatives. + Act as an advisor and mentor to more junior members of the HRBP team. **Required ... employee effectiveness. This role will also serve as an advisor to business leaders regarding HR policies and processes...package, in addition to the full range of medical, financial , and/or other benefits, dependent on the level and… more
- SMBC (San Jose, CA)
- SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, ... 80,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of...customers on a regular basis to enhance the trusted advisor relationship and ensure business needs are being met.… more
- BMO Financial Group (San Francisco, CA)
- This is an opportunity for a motivated junior professional to join a high-visibility and exciting growth initiative to grow BMO's presence in the healthcare segment. ... are met or exceeded. + Acts as a trusted advisor to assigned business/group. + Influences and negotiates to...for internal/external stakeholders. + Participates in the development of financial models and other analytical tools to assist clients… more
- Deloitte (Los Angeles, CA)
- …a leader in professional services specializing in audit, tax, consulting, and financial advisory services, with clients in over 20 industries, is seeking an ... and TMS implementations. + SAP Treasury Advisory: Serve as a trusted advisor , offering SAP treasury, risk management, and technology advisory services that shape… more
- Deloitte (Los Angeles, CA)
- …in the United States specializing in audit , tax , consulting , and financial advisory services with clients in more than 20 industries. We provide powerful business ... proposals and development of new business strategies + Mentoring of junior professionals Required Qualifications: + Bachelor's degree from accredited university with… more
- Raymond James Financial, Inc. (San Jose, CA)
- …procedures, processes and techniques to specific assignments. Uses mathematics, statistics, and financial theory to assess risk and communicate results to a diverse ... deliverables with accuracy and quality * Provide coaching and mentoring to junior staff * Manage personal and professional development; seek opportunities for… more
- WSP USA (Roseville, CA)
- …Client Interaction + Regulatory Agency Interaction + Preparing proposals + Mentoring junior staff + Provide proactive and strategic leadership for the civil ... Collaborate with professionals from a variety of disciplines to provide "trusted advisor " service and future ready solutions for clients. + Exercise responsible and… more
- Deloitte (San Francisco, CA)
- …attorney + Enrolled Agent + Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + Ability to travel up to 25%, on ... federal and state deferred tax balances; + Computing tax depreciation for financial forecasts, tax provision, long-range planning, and cash-tax planning; + Assisting… more
- Deloitte (San Francisco, CA)
- …If not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability ... workflow, engagement team resources, and engagement billing. + Mentor and develop junior staff, including those in our US India office, providing leadership,… more