Financial Consulting Manager - Gaming & Hospitality RSMFinancial Consulting Manager - Gaming & HospitalityLos Angeles, CA$88,900–$168,300 / yearActively participate with engagement team and function as an in-charge and go-live lead, facilitating fieldwork by monitoring and reporting regarding productivity and adherence to work plan schedules on assignments as well as critically solve client and adoption challenges. Strong technical and functional accounting experience in US GAAP and/or IFRS for public or private companies, with experience in financial reporting, and hands-on support and research to solve technical accounting matters with AJE and reconciliations as needed.
Banking & Capital Markets Tax Senior Associate PwCBanking & Capital Markets Tax Senior AssociateLos Angeles, CA$77,000–$214,000 / yearPwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . Before starting full-time at PwC, meet the educational requirements to be eligible to sit for the CPA exam in your intended state of employment (Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity).
Business Solutions Advisor - Montebello Financial Center Bank of AmericaBusiness Solutions Advisor - Montebello Financial CenterMontebello, CaliforniaPartners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates during meetings to assist with team delivery of an exceptional client experience. This job is responsible for providing specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of the client's life plan.
Senior Associate/Avp, Risk & Reporting Oaktree Capital ManagementSenior Associate/Avp, Risk & ReportingLos Angeles, CA$130,000–$155,000 / yearThe successful candidate will work in close partnership with the ABF strategy lead, designing scalable, well-governed dashboards within our Power BI and Microsoft Fabric environment that are easy to maintain and intuitive for the deal team to use with confidence. This policy applies to hiring, placement, internal promotions, training, opportunities for advancement, recruitment advertising, transfers, demotions, layoffs, terminations, recruitment advertising, rates of pay and other forms of compensation and all other terms, conditions and privileges of employment.
Vice President, Regional Advisory Consultant South Osaic IncVice President, Regional Advisory Consultant SouthCAWe celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. Responsibilities: Educating and promoting the benefits of fee-based business, facilitating adoption of the firm's advisory technology, introducing appropriate investment managers based on the client's needs, and helping those advisors grow their overall advisory businesses.
Vice President, Regional Advisory Consultant West Osaic IncVice President, Regional Advisory Consultant WestCAWe celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. Responsibilities: Educating and promoting the benefits of fee-based business, facilitating adoption of the firm's advisory technology, introducing appropriate investment managers based on the client's needs, and helping those advisors grow their overall advisory businesses.
Merrill Advisor Development Program - Financial Advisor: Greater Orange County Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Greater Orange County MarketNewport Beach, CA$80,000–$90,000 / yearThe following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; and FINRAShift:1st shift (United States of America)Hours Per Week: 40 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences.
Member Services Specialist SchoolsFirst Federal Credit UnionMember Services SpecialistPlacentia, California$33.51–$50.27 / hourResponsible for processing moderately difficult financial transactions on Member’s accounts, resolving Member issues, evaluating and identifying the Member’s financial needs using consultative service skills, and originating new accounts or making targeted referrals to internal business partners that result in deeper relationships, high levels of Member satisfaction, and increased growth for the Credit Union. SchoolsFirst FCU is committed to Diverse, Equitable, and Inclusive Hiring At SchoolsFirst FCU we are dedicated to building and growing a diverse, inclusive, and authentic Dream Team, so if you’re excited about a position or wanting to make a career change but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyway.
Private Wealth Consultant- Western Region Thornburg Investment Management IncPrivate Wealth Consultant- Western RegionCAAdditionally, members of the Private Wealth team will work closely across TIM including, the TIM Investment team, Advisor Solutions Consultants, and Strategic Relationships team to execute on sales goals and initiatives for the year. The PWC will be responsible for positioning Thornburg's mutual funds, SMA products, private strategies, ETFs, and any other future Thornburg products to financial advisors and professional buyers focusing on RIA's and Bank Trusts to drive sale growth.
Vice President, Transaction Advisory Services Portage Point PartnersVice President, Transaction Advisory ServicesLos Angeles, CA$250,000–$350,000 / yearOur cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS). The VP, TAS will report directly into the TAS Practice Line Leader and work within a collaborative team environment to assess target strengths and weaknesses, identify key risks and potential deal breakers and ultimately evaluate the potential transactions alignment clients' investment strategy.
Financial Solutions Advisor - Registration Candidate - Northwest Houston Area Bank of AmericaFinancial Solutions Advisor - Registration Candidate - Northwest Houston AreaCypress, CaliforniaOnce you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
Member Services Specialist Schools FinancialMember Services SpecialistPlacentia, CA$33.51–$50.27 / hourDepending on specialty and need of branch, the following courses and/or certification may be required: • CSS Certification • Consumer Lending Authority • Art of Underwriting • Intermediate Real Estate training • Real Estate Certification Program when applicable • Registered with the Nationwide Mortgage Licensing System and Registry as a mortgage loan originator in accordance with the Secure and Fair Enforcement for Mortgage Licensing Act (the "SAFE Act") when applicable. Responsible for processing moderately difficult financial transactions on Member's accounts, resolving Member issues, evaluating and identifying the Member's financial needs using consultative service skills, and originating new accounts or making targeted referrals to internal business partners that result in deeper relationships, high levels of Member satisfaction, and increased growth for the Credit Union.
Managing Director, Investment Banking // Business Services Mergers & Acquisitions (M&A) Portage Point PartnersManaging Director, Investment Banking // Business Services Mergers & Acquisitions (M&A)Los Angeles, CAOur cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS). Expertise in project management and client-facing activities, including leading client presentations, business development meetings, developing work plans, planning and execution of work, supervising team and coordinating with other internal and external service providers.
Associate Medical Director Quest Diagnostics IncAssociate Medical DirectorSan Juan Capistrano, CA$300,000–$335,000 / yearPhlebotomy • Laboratory • Specimen processing • Drivers • Transportation and logistics • Customer Service • Per diem and on call • Sales • Technology • Corporate • Medical scientific and R&D • Internships All jobs India based jobs Who we are Culture Benefits Upcoming events What we do Innovation and insights Start your career with Quest Veterans at Quest Job seeker resources Job alerts Saved jobs My profile Current employees Search Search by Keyword Search by Location 5 miles 15 miles 25 miles 35 miles 50 miles Radius Search More. NYSDOH requirements: As required in New York State Public Health Law, all individuals designated as laboratory directors or assistant directors at a clinical laboratory or blood bank holding or applying for a New York State clinical laboratory permit must hold a Certificate of Qualification in the required categories.
Director, Patient Financial Services (PFS) - Healthcare CBO GuidehouseDirector, Patient Financial Services (PFS) - Healthcare CBOEl Segundo, California$130,000–$216,000 / yearThe Patient Financial Services Director (Hospital Revenue Cycle) is responsible for the overall management of the Hospital Client PFS department operations, including patient accounting, credit and collections, denial management, and other related key revenue cycle activities. The Director will define and achieve departmental objectives, manage billing and follow-up of patient accounts, compliance with third party payer regulations, and work with company resources to assure ongoing improvements to key revenue cycle indicators.
Trust Operations - Client Services Columbia Banking System, Inc.Trust Operations - Client ServicesOrange, CA$24.87–$27.25 / hourProvides superior customer service through an omni-channel environment including chat, written correspondence, incoming calls, outbound calls, and emails to both internal and external parties such as clients, asset sponsors, financial advisors, attorneys, CPAs etc. Use working knowledge of various processes, asset types, and service levels across the firm to quickly analyze the root cause of issues and determine the correct course of action, following up on the item to ensure ultimate resolution.
Financial Solutions Advisor - West San Gabriel Valley Bank of America CorpFinancial Solutions Advisor - West San Gabriel ValleyAlhambra, CA$70,000–$80,000 / yearResponsibilities:Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutionsRecommends banking and investments strategies that align with client financial goals and needsTriages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholdsMitigates and controls risk as part of daily activitiesIdentifies and engages potential new clients through referrals or financial center clienteleProvides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommendedRequired Qualifications:Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.
Sr. Associate, Credit - ABF - Product Specialist Oaktree Capital ManagementSr. Associate, Credit - ABF - Product SpecialistLos Angeles, CA$150,000–$225,000 / yearThe Investor Relations ("IR") function sits within the investment team and is responsible for (i) creating, refining and managing content that effectively conveys our strategies' investment approach, capabilities and portfolio activity; (ii) responding to existing and prospective investor requests for information; (iii) delivering marketing programming and thought leadership to raise awareness about Oaktree's offerings and broad platform capabilities; (iv) assessing and supporting development of new product opportunities and (v) eventually, after acquiring and demonstrating expertise, serve as a surrogate for Oaktree portfolio managers in some client interactions. Proven ability to (1) quickly develop expertise and fluency in complex financial topics, (2) interact directly with sophisticated stakeholders in a financial services setting, and (3) demonstrate a high service-orientation; Fluency with MS Office suite for creating client-facing and internal deliverables to include PowerPoint, Excel and Teams; and.
Senior Sales Executive, Enterprise Altruist CorpSenior Sales Executive, EnterpriseCALead multi-threaded deal strategy across executive, operational, and advisor stakeholders, identifying who is truly driving the deal, who still needs to buy in, and where hidden resistance may exist. This role requires a seller who can deeply understand prospect priorities, articulate our platform''s value, and build compelling business cases that drive action through a kind, confident, and consultative approach.
Associate -Japanese Bilingual, Total Service A-StaffingAssociate -Japanese Bilingual, Total ServiceTorrance, CaliforniaOur team provides a wide range of accounting and tax services to clients, including: Corporate and individual tax return preparation. Demonstrated leadership, problem solving, and solid oral and written communication skills and excellent interpersonal skills.