- BMO Financial Group (San Ramon, CA)
- …+ Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. + ... Achieves sales and other targets established by business plans. Continuously assesses and improves the work processes for sales and service management, risk management and compliance within prescribed limits to maximize effectiveness and efficiency. Optimizes… more
- Sedgwick (Sacramento, CA)
- …Oversees reconciliations of monthly bank and investments. + Effectively oversees investment advisor and treasury management. + Prepares and/or reviews ensures ... Manager Finance acts as the generally accepted accounting principles (GAAP) technical advisor to pool management. Ensures assigned financial duties are recorded and… more
- Cardinal Health (Sacramento, CA)
- …Cash Flow with high visibility and engagement with the segment CFO, and Finance, Treasury and Global Finance Shared Services VPs, and Enterprise FP&A teams + Works ... very closely with Treasury , Global Financial Shared Services, Service Delivery Team (Genpact India) and across all Pharma business finance teams + Coordinates total… more
- Deloitte (Sacramento, CA)
- …of our professionals have worked, for example, at the IRS and Treasury as executives, counsel, appeals officers, and revenue agents. Responsibilities will include: ... 2-3 days per week. + Previous law firm, IRS, Treasury , Big 4, or CPA firm experience + Ability...Agent + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) Preferred + Advanced degree such as Masters… more
- BMO Financial Group (Sacramento, CA)
- …Successful RMs develop and leverage strong relationships with the Portfolio Management and Treasury Product Services Teams, as well as other key product and support ... or exceeded. + Provides strategic input into business decisions as a trusted advisor . + Makes recommendations to senior leaders on strategy and new initiatives,… more
- SMBC (Sacramento, CA)
- …include serving as the primary point of contact or trusted advisor and acquiring, deepening, and maintaining profitable relationships, including cross selling ... Bank's credit appetite. + Collaborates with Product partners in credit, deposits and treasury management to design and deliver a holistic solution to the client. +… more
- Bank of America (Sacramento, CA)
- …responsibilities include serving as the primary point of contact/trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating ... Wealth Management and facilitates client relationships with Product Specialists in Credit, Treasury Management, and Merchant Services in order to design and deliver… more