Financial Services Representative Jobs in Menlo Park, CA | Glassdoor
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Financial Services Representative Jobs in Menlo Park, CA

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  • 4.0
    Pulte Mortgage Company – Pleasanton, CA
    16 days ago 16d
    developing our employees instead of beating the streets. We are a financially stable partner you can trust with over 40 years in mortgage… constantly strive to find new ways to help our customers achieve financial fitness through home ownership. Pulte Cares: We are dedicated…
  • 2.9
    Safeway Inc. – Pleasanton, CA
    Est. Salary $56k-$83k
    22 days ago 22d
    Business Representatives, and Other Stakeholder Areas on expected IT Project Costs, Benefits, and related financial issues. •… process improvements of the key financial systems, processes and metrics to support financial reporting. Qualifications: • Bachelor's…
  • 3.6
    Robert Half Finance & Accounting – San Mateo, CA
    1 days ago 17hr
    Please email Ren at ren.friedman@roberthalf.com with your updated resume or call (415) 434-1900 extension 21262 to be…
  • 3.2
    TriNet Group – San Leandro, CA
    Est. Salary $114k-$164k
    13 days ago 13d
    Summary Lead financial planning, budgeting, and forecasting analyses by evaluating complex financial data, utilizing data… Primary responsibilities • Deliver accurate financial reporting metrics by analyzing financial data, performing complex data entry, verifying…
  • 3.3
    US Tech Solutions, Inc – Menlo Park, CA
    23 days ago 23d
    page Participate procurement systems master data forum representing Procurement team Requirements: Deep understanding… solutions to 150 customers including 20% of Fortune 500 across Financial Services, Healthcare, Life Sciences, Aerospace, Energy, Retail…
  • 3.5
    Tesla Motors – San Mateo, CA
    Est. Salary $47k-$70k
    Today 11hr
    analysis of any variances or trends Plan and define financial close, timing and deliverables to management and external… Manage preparation of monthly, quarterly, and annual financial statements for the funds Develop fund tranche including…
  • 3.5
    Tesla Motors – San Mateo, CA
    Est. Salary $58k-$88k
    Today 11hr
    analysis of any variances or trends Plan and define financial close, timing and deliverables to management and external… Manage preparation of monthly, quarterly, and annual financial statements for the funds Develop fund tranche including…
  • 3.3
    DaVita – Fremont, CA
    Today 10hr
    recruitment scam in which third parties are fraudulently representing themselves as recruiters of our company. These scammers are… comprehensive benefits package designed to enhance your health, your financial well-being and your future. Dedication, above all, to caring…
  • 3.6
    Merrill Lynch – Menlo Park, CA
    11 days ago 11d
    Lynchs financial advisors help clients pursue the life they envision through a one-on-one relationship with a financial advisor… licensing requirements for both Chartered Financial Analyst (CFA) Certified Financial Planner (CFP) Shift: 1st shift (United…
  • 3.0
    Kforce – Palo Alto, CA
    3 days ago 3d
    RESPONSIBILITIES: Kforce has a client seeking a Senior Financial Analyst in Palo Alto, CA. Job Description: This position is… Preparing manual calculations to recast the FY2016-FY2018 financials that reflect the 606 accounting results REQUIREMENTS:…
  • 3.5
    Cushman & Wakefield – Sunnyvale, CA
    Est. Salary $90k-$153k
    11 days ago 11d
    Participates in presentations for new assignments as a financial representative of C&W’s Client Solutions Assists Branch Client Solutions… Monitors regular performance of financial staff, ensuring that all deadlines and financial requirements of management agreements…
  • 3.6
    Merrill Lynch – Menlo Park, CA
    12 days ago 12d
    Lynchs financial advisors help clients pursue the life they envision through a one-on-one relationship with a financial advisor… Corporation. The Team Financial Advisor (TFA) role is a specific functional role aligned to a Financial Advisor (FA) team for…
  • 3.5
    Tesla Motors – Fremont, CA
    Est. Salary $66k-$99k
    1 days ago 16hr
    The Role The individual in this role will deliver financial audit and analytic support for Tesla's Global Logistics team… include freight invoice audit supporting payment approval, financial reporting and logistics spend systems improvements and data…
  • 2.7
    Alameda Health System – Oakland, CA
    18 days ago 18d
    SUMMARY: Responsible for conducting the work as the owner's representative in construction, remodel, and renovation projects assigned… contract terms to administrative staff, workers and clients, representing the owner or developer. 11. Reads, comprehends and implements…
  • 3.7
    Workday – Pleasanton, CA
    5 days ago 5d
    Responsibility: Project guidance: Serve as the senior Workday representative for product and solution issues on Planning deployments… development team Knowledge of Workday or SAP or PeopleSoft HCM or Financials Proven track record of consulting on complex product areas…
  • CPI Aim de Mexico – Fremont, CA
    Today 8hr
    PROCESAR LAS ORDENES DE LOS CLIENTES, GENERAR REPORTES DE PAGOS Y PLANEACION DEL MATERIAL, MANEJAR COMPRAS PARA LA OFICINA,…
  • 3.3
    Bart – San Jose, CA
    Est. Salary $66k-$98k
    4 days ago 4d
    Senior Financial Analyst (AFSCME Pay Band E): $91,033.67 (Minimum) to $118,343.77 (Maximum) Principal Financial Analyst (AFSCME… and/or Principal Financial Analyst positions to support work within one or more of the following areas: Financial Planning, Grant…
  • 2.0
    Comtech Xicom Technology – Santa Clara, CA
    Est. Salary $58k-$87k
    Today 10hr
    of goals, policies, priorities, and procedures relating to financial management, budget, accounting, and/or payroll. Responsible… Responsible for the preparation of various month end financial reports, journals & account reconciliations. Responsible for the reconciliation…
  • 3.0
    Follett – Burlingame, CA
    Est. Salary $89k-$125k
    Today 7hr
    accurately, fairly and in accordance with policy through multiple financial sources to secure approval. Conducts business in an ethical…
  • 3.4
    US Bank – Menlo Park, CA
    Est. Salary $29k-$37k
    24 days ago 24d
    related financial information - Strong interpersonal and relationship building skills - Previous experience in a financial sales… sales representative oriented role…
  • 3.4
    Pomona Unified School District – Alameda, CA
    3 days ago 3d
    The Financial Accountant I performs professional budgetary and accounting duties and works under direction. REPRESENTATIVE DUTIES… DISTINGUISHING CHARACTERISTICS: The Financial Accountant I is distinguished from the Financial Accountant II in that the latter requires…
  • 3.2
    TriNet Group – San Leandro, CA
    Est. Salary $184k-$266k
    5 days ago 5d
    practices, the financial markets, banking and the analysis and reporting of financial data • Advanced knowledge of financial reporting… regarding financial implications of business activities and make recommendations to strategically enhance financial performance…
  • 3.1
    Golden 1 Credit Union – San Mateo, CA
    18 days ago 18d
    by phone. Assist with loan applications and referrals for financial services. Communicate and coordinate sales strategies with… office staff EXTERNAL: Members, non-members and peers in financial institutions. QUALIFICATIONS: EDUCATION: Completed…
  • 3.5
    Prudential – San Jose, CA
    Est. Salary $19k-$68k
    20 days ago 20d
    new products, information, and approaches. As our representative, the Financial Professional Associate must have a full understanding… of America selling insurance and financial services. Financial Professional Associates participate in a comprehensive development…
  • 4.2
    SAP – Palo Alto, CA
    4 days ago 4d
    to the needs of the customer. Compared to On-Premise this represents a dramatically different way of handing customizing in an… experience and on the Best Practice content for Logistics and Financials in the various country localizations. This is where you will…
  • 3.5
    First Republic Bank – Menlo Park, CA
    28 days ago 28d
    Depository Participates in maintenance of the branch office to represent the office in a positive manner Creates a memorable customer… We move quickly to serve our clients’ needs so that their financial transactions are handled with ease and efficiency. Client…
  • 3.4
    Alameda County – San Leandro, CA
    Est. Salary $44k-$63k
    17 days ago 17d
    governmental financial processes and systems. 3. Ability to conduct financial analysis and formulate financial recommendations… administration, financial planning and monitoring, financial accounting and reporting, grant management or similar financial services…
  • 3.6
    Morgan Stanley – Menlo Park, CA
    27 days ago 27d
    15,000 financial advisors. Our Financial Advisors deliver tailored solutions designed to help clients achieve their financial goals… our elite training program and become Financial Advisors at Morgan Stanley. Our Financial Advisor Associate (FAA) program is comprised…
  • 4.5
    Facebook – Menlo Park, CA
    17 days ago 17d
    objectives. Communicate effectively to individuals and groups representing various organizational and socio-economic levels. Establish… complex legislation, regulations, ordinances, contracts, and financial documents. Independently perform professional level transportation…
  • 3.2
    E*TRADE Financial – Menlo Park, CA
    14 days ago 14d
    online and through its network of customer service representatives and financial consultants - over the phone at two national branches… THE COMPANY E*TRADE is a leading financial services company and a pioneer in the online brokerage industry. Having executed…
  • 4.0
    Johnson & Johnson – Menlo Park, CA
    Est. Salary $206k-$290k
    25 days ago 25d
    , etc. General financial and operational management of Regional Innovation Center. Innovation Center financial reporting (management… Leadership on all external innovation activities. Direct all Financial related activities for Innovation Center (including deals,…
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