- Cardinal Health (Sacramento, CA)
- **What Financial Planning & Analysis contributes to Cardinal Health** Finance oversees the accounting, tax, financial plans and policies of the ... oversees financial systems and safeguards the organization's assets. Financial Planning & Analysis provides strategic partnership and objective guidance… more
- Bank of America (Sacramento, CA)
- Financial Solutions Advisor - Consumer Investments- Central CA Region Danville, California;Brentwood, California; Vallejo, California; Sacramento, California; ... met or exceeded. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).… more
- BMO Financial Group (Sacramento, CA)
- …performance targets for new asset sales, joint appointments, fee-based sales, and financial planning . + Implements business development strategies to acquire new ... Provides financial and investment planning and advice...sequence for execution of business/group strategy. + Conducts independent analysis and assessment to resolve strategic issues. + Coordinates… more
- Cardinal Health (Sacramento, CA)
- …investors, and others, as it relates to ESG topics.** **_Role Summary_** **The Advisor in this role will be responsible for maintaining and improving existing ESG ... social and governance (ESG) data and disclosures across the enterprise. The advisor will support all aspects of data collection, aggregation, validation, gap … more
- Morgan Stanley (Sacramento, CA)
- …opportunities * Supports Financial Advisor / Private Wealth Advisor practice management through book analysis and determination of appropriate strategies ... opportunities identified during client visits * Engages in strategic planning with other team members on client matters *...the Complex Business Development Manager * Partners with the Financial Advisor / Private Wealth Advisor… more
- Guardian Life (Sacramento, CA)
- …strategy proposals, communicate investment product objectives, portfolio strategies, basic financial planning concepts and investment knowledge. + Provide ... to enable Field Representatives to serve as The Trusted Advisor to their clients. Through continued growth and creation...in addition to providing large case support, FR book analysis and segmentation assistance (to help FRs identify and… more
- Deloitte (Sacramento, CA)
- …- Oracle FCCS & ARCS Focused Manager Finance & Performance - Unlocking financial performance and enterprise value We work as trusted advisors to CFO's, COO's, ... and tools with innovative approaches + Evaluate and validate analysis and developing recommendations for the client in the...Our Finance & Performance team works as a trusted advisor to CFOs, COOs, CIOs, and key executives. We… more
- Deloitte (Sacramento, CA)
- …If not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability ... to investment management clients. You will assist clients with effective analysis , solution development, and implementation of clients' tax objectives. You will… more
- Deloitte (Sacramento, CA)
- …If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability ... lead client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the client.… more
- Public Consulting Group (Sacramento, CA)
- …enhance the lives of their user base. Services: + Strategy, Architecture, Planning , and Procurement + Business Enablement + Business Solutions + Project Assurance ... meet client needs. The Director is responsible for ensuring the team meets financial and organizational targets while building the strong team necessary to navigate… more
- Public Consulting Group (Sacramento, CA)
- …enhance the lives of their user base. Services: + Strategy, Architecture, Planning , and Procurement + Business Enablement + Business Solutions + Project Assurance ... etc.). The Director has responsibility to ensure their team is meeting financial and organizational targets while building the strong team necessary to navigate… more
- BMO Financial Group (Sacramento, CA)
- …or exceeded. + Provides strategic input into business decisions as a trusted advisor . + Makes recommendations to senior leaders on strategy and new initiatives, ... competitors, client needs and business growth opportunities. + Conducts independent analysis and assessment to resolve strategic issues. + Develops the business… more
- Deloitte (Sacramento, CA)
- …If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability ... to investment management clients. You will assist clients with effective analysis , solution development, and implementation of clients' tax objectives. You will… more
- Deloitte (Sacramento, CA)
- …If not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability ... + Overseeing complex federal tax compliance and consulting projects requiring tax analysis for a variety of entities and their affiliates. + Managing engagement… more
- Office of the Solicitor (Sacramento, CA)
- …other Federal agencies, states, or litigants; and serve as a Departmental legal advisor and author of documents arising out of bureau and agency program activities. ... sales, land acquisition, land exchanges, rights-of-way, land tenure, and land use planning . Salary Rate Range Information: (Per Annum) GS-12 $96,684 - $125,685 GS-13… more
- SMBC (Sacramento, CA)
- …including planning , execution and follow-up of client meetings. + Financial modeling experience and the completion of formal credit training is required. ... to an applicant will be based on their individual qualifications, experiences, and an analysis of the current compensation paid in their geography and the market for… more
- Eliassen Group (Sacramento, CA)
- …- $90 / hr. w2 **Responsibilities:** + A hands-on developer + When required, work as an advisor to other teams. + Must have work with a user base of 1000+ and who ... the organization, including Executive levels * Strong customer skills * Strong technical analysis and engineering skills * Ability to be an effective team member and… more
- Deloitte (Sacramento, CA)
- …vendors. + You will prepare financial reports and forecasts and other ad-hoc financial analysis as requested. The team Deloitte Technology US (DT - US) helps ... to support Deloitte's business. Responsibilities: + Lead IT management, planning , architecture and design, engineering, deployment, operations, and maintenance of… more
- Deloitte (Sacramento, CA)
- …+ Licensed attorney + Enrolled Agent + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) Preferred + Advanced degree such as Masters of ... officers, and revenue agents. Responsibilities will include: + Pre-examination audit readiness analysis + Examination planning and representation + IRS Appeals… more
- Confluent (Sacramento, CA)
- …for a Customer Success Technical Architect (CSTA) to act as a trusted technical advisor and advocate to work with our customers. The primary objective of this role ... Proactively support customers through technical lifecycle activities such as architecture planning , cluster & security design, monitoring & automation; review &… more