Chief Financial Officer (CFO)
Reports to: Chief Executive Officer (CEO)
Company: KBKG LLC (Specialized tax services: Cost Segregation, R&D Credits, Energy Incentives, Transfer Pricing, IC-DISC, and related software)
About KBKG
KBKG is a nationwide provider of specialized tax solutions to businesses and CPAs, including Cost Segregation, Research & Development (R&D) Tax Credits, Section 179D deductions, Section 45L credits, Transfer Pricing, IC-DISC, and employee retention credit services. We also offer proprietary calculators and software tools that support these services.
Our headquarters is in Pasadena, California, with additional offices in New York, NY; Atlanta, GA; Chicago, IL; Dallas/Fort Worth, TX; Houston, TX.
Scale: ~$50M annual revenue; ~140 employees.
Leadership: CEO Jason Melillo. The CFO reports directly to the CEO.
The Opportunity
The CFO will be a strategic partner to the CEO, responsible for stewarding KBKG s financial health and scaling infrastructure across a multi-office, consultative services business. The CFO will also provide hands-on leadership across select operational/shared-services functions to ensure disciplined execution and data-driven decision-making nationwide.
Key Responsibilities Strategic Finance & Leadership
Serve as a core member of the executive team, shaping strategy, OKRs, and long-range planning for a ~$50M, ~140-person professional services organization.
Lead annual operating planning, multi-year financial modeling, scenario planning, and capital allocation (organic growth, software initiatives, partnerships).
Partner with Practice Leaders (e.g., Cost Segregation, R&D, Energy Incentives, Transfer Pricing/IC-DISC) to develop service-line P&Ls, utilization targets, pricing strategies, and margin improvement playbooks.
Drive board/owner reporting packages and KPI dashboards; present insights and recommendations to executive leadership.
Accounting, Reporting & Controls
Oversee the Accounting function (GL, AP/AR, payroll, revenue recognition, close cadence) and ensure timely, accurate monthly/quarterly closes.
Own external audit/tax relationships; ensure GAAP compliance, robust internal controls, and risk management across multiple states and entities.
Implement and refine policies for revenue recognition on consulting engagements, WIP, labor capitalization, and project profitability tracking.
FP&A, Pricing & Performance Management
Build a high-impact FP&A organization; improve forecasting accuracy, pipeline-to-revenue conversion visibility, and capacity planning (billable utilization, realization, and collection cycles).
Lead pricing/packaging analysis for core services and software offerings; support new product investments and go-to-market economics.
Create a unified KPI framework (e.g., bookings, backlog, realization %, DSO, cash conversion, gross margin by service line, contribution margin by office).
Operations Enablement (No COO in 2026)
Provide operational oversight of selected shared services (e.g., Finance/Accounting, FP&A, Procurement, possibly IT/Business Systems and Facilities) to ensure cross-office execution and scalable processes.
Drive systems roadmap (ERP, PSA/engagement management, CRM, BI) and data governance; champion automation and standardization across offices.
Establish and facilitate a drumbeat of operational reviews to align executives, practice leaders, and office leaders.
Treasury, Compliance, & Risk
Manage cash, working capital, banking relationships, and debt facilities; optimize cash flow for growth investments and seasonality.
Ensure federal/state compliance, multi-state nexus considerations, and insurance programs (E&O, cyber, general).
Team Leadership
Recruit, develop, and retain a high-performing finance team; foster a culture of accountability, partnership, and continuous improvement.
Mentor emerging leaders across finance and adjacent operations functions.
Candidate Profile Experience
12+ years total experience with 5+ years in senior finance leadership (CFO, VP Finance, Corporate Controller, or Head of FP&A) at professional services firms (preferred: tax, accounting, consulting, or adjacent B2B services/software).
Demonstrated success building FP&A, KPI systems, and scalable processes in multi-office organizations.
Experience in finance and taxation.
Hands-on experience with project-based revenue, utilization/realization metrics, and DSO/collections improvement.
M&A integration and/or systems implementation (ERP/PSA/CRM/BI) experience strongly preferred.
Public accounting foundation and/or CPA a plus.
Skills & Attributes
Strategic operator comfortable toggling between the board deck and the build: modeling, systems, and process rigor.
Exceptional business partnering with practice leaders; strong pricing, margin analysis, and cash-flow management skills.
Data-driven mindset; fluency with dashboards and analytics to guide decisions.
High integrity, sound judgment, and a coaching-oriented leadership style.
Excellent written and verbal communication skills.
Success Metrics (First 12 18 Months)
Reliable monthly close (=5 business days) and accurate quarterly forecasts (variance =5 7%).
Unified KPI dashboard deployed across service lines and offices; clear accountability for utilization, realization, margin, and DSO.
Improved cash conversion cycle and working-capital discipline (targeted DSO reduction).
Streamlined pricing/packaging guidance for major offerings with measurable margin lift.
Systems roadmap executed (e.g., ERP/PSA or major upgrades) and measurable automation wins.
Smooth operational cadence in the absence of a COO, with efficient cross-office coordination.
Work Location & Travel
Primary workplace is Pasadena, CA (HQ) with periodic travel to New York, Atlanta, Chicago, Dallas/Fort Worth, and Houston for leadership meetings and operational reviews. 10-15% travel.
Compensation & Benefits
California total compensation package (which includes performance-based bonus) in the range of $250,000 to $350,000, and comprehensive benefits.
Apply
Please submit your resume and cover letter on relevant experience optimizing finance, taxation, and operations for multi-office professional services organizations.
$250k-350k yearly 56d ago
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Research Analyst
Goldman Sachs Bank AG 4.8
San Francisco, CA job
Title: Associate - Equity Research, TMT-Media
Division: Global Investment Research
Job Function: Research Analyst
Salary Range: USD 150,000 - 225,000
From macroeconomic forecasts to individual stock analysis, our team develops tools and insights to help shape investment strategies for clients and the firm. Our analysts work on client-focused research in the equity, fixed‑income, currency, and commodities markets, mining big data that enters markets around the world each day to identify game‑changing insights. You'll be part of a team that is intellectually curious, creative, analytical, and passionate about performing market research.
Job Summary and Responsibilities
Build strong industry knowledge of the Media, Cable, and Telecom sectors
Contribute to the generation and execution of investment ideas
Write reports/notes on companies under coverage
Communicate with the equities sales force and traders, clients and company managements
Interpret data and perform analysis on market, economic and technology trends
Qualifications
Bachelor's Degree in Finance, Economics, Accounting, or similar
3+ years experience in Sell Side or Buy side research
Experience covering technology sector-preferably Media
Strong financial modeling and analysis experience
Working knowledge of accounting, finance, and valuation
Ability to work in a fast‑paced, high‑energy environment
Comfortable taking initiative and being resourceful/entrepreneurial
Ability to multi‑task and work with numerous teams
About Goldman Sachs
At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world.
We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers.
We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: *********************************************************************
Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veterans status, disability, or any other characteristic protected by applicable law.
Salary Range
The expected base salary for this San Francisco, California, United States-based position is $150,000-$225,000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end.
Benefits
Healthcare & Medical Insurance
We offer a wide range of health and welfare programs that vary depending on office location. These generally include medical, dental, short‑term disability, long‑term disability, life, accidental death, labor accident and business travel accident insurance.
Vacation & Time Off
We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year.
Financial Wellness & Retirement
We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees' priorities.
Health Services
We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state‑of‑the‑art on‑site health centers in certain offices.
Fitness
To encourage employees to live a healthy and active lifestyle, some of our offices feature on‑site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre‑approved amount).
Child Care & Family Care
We offer on‑site child care centers that provide full‑time and emergency back‑up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available.
Read more about the full suite of class‑leading benefits our firm has to offer.
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$150k-225k yearly 2d ago
US Corporate Tax Leader | Team & Client Mentor
Escalon Services Inc. 4.1
Palo Alto, CA job
A growing fintech company in Palo Alto, CA is seeking a qualified individual for a senior position requiring extensive knowledge of US corporate tax legislation. The ideal candidate will have a master's degree in Accounting or Finance, along with a relevant CPA license. This role includes team management, direct client interaction, and active review of tax deliverables, ensuring compliance and timely submissions.
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$80k-132k yearly est. 2d ago
Technical Account Manager (Western USA)
Ajax Systems Inc. 3.6
San Francisco, CA job
Ajax Systems is an international technological company and Europe's largest security system manufacturer. In addition, the company offers solutions for video surveillance, smart homes, fire detection, and flood prevention. The product portfolio includes 180 wireless and wired devices for security and automation. Today, Ajax protects over 3.5 million users in 187 countries worldwide. The company employs 4,100 specialists.
We develop local teams because we understand local experts best comprehend market specifics. The company has sales representatives worldwide, including Italy, Spain, Germany, France, the United Kingdom, the USA, Australia, South Africa and other regions. The Global Business Development team is like-minded people who share the ambitious goals of Ajax Systems.
The company emerged against the backdrop of revolution and war. That's why resilience is the cornerstone of the brand's DNA, and the fight against evil by creating the best security and automation devices is Ajax's unwavering mission.
Ajax Systems is a Ukrainian success story, a place of incredible strength and energy.
Qualifications
Minimum of 5 years' professional experience in alarm systems, video surveillance, security, IT, telecommunications, or related industries.
Strong working knowledge of CCTV systems, access control technologies and fire alarm systems.
Proven hands‑on experience in designing and installing video surveillance, fire alarm, or other security systems.
Experience delivering offline and online technical training to technical audiences.
Excellent presentation, communication, and interpersonal skills.
Flexible and willing to travel for business trips, trade shows, and other professional events.
Self‑motivated and independent, with an outgoing personality and a proactive approach to work.
NICET and ESA certifications are an asset to the role
Responsibilities
Conduct technical seminars, exhibitions, presentations, and webinars on Ajax products for both customers and company employees.
Present product roadmaps and new feature updates to Ajax Systems distributors and dealers.
Proactively manage and schedule open classes, private classes and on‑demand requests for training and support for Ajax products and technologies.
Promote and demonstrate product solutions tailored to customer requirements; provide technical consultations and support to key clients.
Perform market research and competitive product analysis to identify strengths, opportunities, and areas for improvement.
Build and maintain long‑term relationships with key company partners.
Test product features and prepare technical documentation for new products and solutions, collaborating closely with cross‑functional teams.
Support the sales team by following up on leads through the company's CRM portal.
Analyze customer needs in partnership with the sales department to identify optimal product solutions.
Actively participate in the beta testing of new products and services providing expert feedback to product management to refine solutions.
We offer
Competitive compensation that includes a base salary and performance‑based bonuses
Car allowance, petrol and all business costs covered by the company
Health & Life insurance
401(k)
Growth Opportunities
Impactful work
Innovative Environment
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$115k-164k yearly est. 4d ago
Investment Banker - Pharma/BioTech - Vice President
Jpmorgan Chase & Co 4.8
San Francisco, CA job
Job Information
Job Identification 210562876
Job Category Client Management
Business Unit Corporate & Investment Bank
Posting Date 11/05/2024, 10:38 PM
Job Schedule Full time
Job Description
We are seeking a seasoned Vice President to join our industry-leading team.
As a Vice President in Investment Banking, you will demonstrate good business acumen and proven track record in developing clients and marketing total business solutions. You will be responsible for supporting an outstanding network of relationships with corporate and institutional clients that lie at the heart of our Investment Banking franchise. You'll bring to our team deep experience identifying and
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$155k-236k yearly est. 4d ago
Senior Capital Markets & Credit Analytics Lead
Goodleap, LLC 4.6
San Francisco, CA job
A leading technology financing company in San Francisco is seeking a Sr. Capital Markets & Credit Analytics Analyst to enhance capital markets performance through data-driven insights. The role involves developing credit strategies, conducting market research, and engaging in financial modeling. Ideal candidates have 4-6 years of experience, strong skills in SQL and Python, and a passion for credit analytics. The position offers a competitive salary between $105,000 and $140,000 annually, with opportunities for professional growth.
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$105k-140k yearly 3d ago
Portfolio Manager III-AFFORDABLE HOUSING
City National Bank 4.9
Los Angeles, CA job
PORTFOLIO MANAGER III- AFFORDABLE HOUSING WHAT IS THE OPPORTUNITY? The Portfolio Manager is part of the credit management team focused on the long-term risk-adjusted returns for the bank within the assigned business segment and/or geographic area(s). This individual manages a sub-set of existing credits and is a key partner in the origination of new credits.
Primary responsibilities include:
Provide comprehensive credit recommendations and presentations to key risk partners related to prospect(s) and existing clients of the bank (including moderate to complex new credit structures, modifications, and extensions) based on a comprehensive review of the borrower(s) and guarantor(s)' financials (which may include current and historical financial statements, tax returns, projections and/or cash flow proformas.)
This individual is expected to present credit recommendations within the bank's risk appetite and framework and follow the bank's policies, processes and procedures.
This individual is expected to be responsive to their clients' credit needs with an elevated level of client service and credit acumen to address their needs appropriately and timely.
This individual is responsible for the ongoing oversight and management of its portfolio (including timely risk rating assessments, reporting covenants, covenant compliance, and the preparation of quarterly and annual reports.)
The Commercial Real Estate Credit Solutions team provides underwriting and proactive portfolio management expertise to the Bank's CRE clients, including private individuals and family offices, and institutional funds/investors/developers.
Colleagues will partner with the origination team to provide tailored CRE lending solutions to clients, while proactively identifying risk on new and existing credits within the portfolio through a combination of internal and external resources.
CRE portfolio includes a variety of loan products secured or supported by varying asset types.
This position will support the Bank's Affordable Housing credit portfolio, which focuses on construction, bridge, and perm loans as well as other credit offerings nationwide to for-profit and non-profit Affordable Housing developers and investors. It is important that this person understand the benefits of building relationships with clients that may include various CNB internal business partners and their services and products, as appropriate.
Candidate will partner with the team responsible for building and maintaining the Affordable Housing loan portfolio, and will be a key contributor to CNB's Community Reinvestment Act (CRA) initiatives.
Candidate must have in-depth experience and exercise a strong understanding of the Low Income Housing Tax Credit (LIHTC) Program and other Federal, State, and Local Affordable Housing Programs to assist in underwriting and portfolio management efforts. Candidate to be able to conduct detailed financial and risk analysis of affordable housing projects, developers, investors, tax credit equity syndicators, and municipal and or nonprofit partners. Maintains awareness of competitive products, practices, and changes in market conditions and compliance requirements.
WHAT WILL YOU DO?
Teamwork: Mentors junior colleagues, fosters a culture of continuous improvement and professional growth.
Portfolio Management: Owns and manages an assigned credit portfolio, ensuring alignment with organizational goals and risk management practices, including underwriting all types of credit exposures, managing credit risk, and responding to prospective client inquiries.
Credit Analysis: Analyzes credit data and perform underwriting to assess creditworthiness and recommend appropriate structures to the Sales team and client. Prepare underwriting memorandums and approval documents for presentation to Credit Risk.
Performance Monitoring: Performs portfolio management activities to monitor and analyze portfolio performance, including periodic reviews and covenant tracking.
Data Analysis: Analyzes credit data to support underwriting and creditworthiness assessments including developing and presenting individual credit recommendations.
Risk Management: Practices effective risk management, maintaining high standards of credit quality and origination in alignment with Bank's credit risk appetite, and compliance with institutional and regulatory requirements.
Collaboration: Partners with Relationship Manager(s) to successfully manage credit account relationships. Work closely with cross-functional teams to ensure cohesive and effective credit operations to achieve the Bank's strategic initiatives. Participate in ad-hoc projects to support the organization's priorities.
Client Service: Provides exceptional client service by maintaining professionalism and effectively interacting with clients to understand their needs and provide tailored credit solutions. Participate in joint sales pitches with Relationship Manager(s).
WHAT DO YOU NEED TO SUCCEED?
Required Qualifications*
Bachelor's Degree or equivalent in Finance, Business or related field
Minimum 4 years of progressively increasing credit underwriting and portfolio management experience in relevant industry/industries
Additional Qualifications
Advanced experience in credit management and lending operations, with a strong understanding of risk management principles
Desire to build leadership and coaching skills, with the ability to train and develop talent
Strong communication and collaboration skills, with the ability to work effectively with senior leadership and cross-functional teams
Advanced analytical skills, with the ability to interpret complex data and make informed decisions
Industry-specific knowledge and expertise
WHAT'S IN IT FOR YOU?
Compensation
Starting base salary: $111,408 - $189,738 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
Benefits and Perks
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
Generous 401(k) company matching contribution
Career Development through Tuition Reimbursement and other internal upskilling and training resources
Valued Time Away benefits including vacation, sick and volunteer time
Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
Career Mobility support from a dedicated recruitment team
Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our Benefits and Perks.
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us.
INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
A trust and safety software company located in San Francisco is seeking a core product builder to own a section of the product roadmap and deliver features from 0 to 1. The ideal candidate should have strong experience in product design and engineering using TypeScript/React, along with backend knowledge. This role offers a competitive salary range of $120-250k, equity, and a variety of perks including meals and benefits.
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$120k-250k yearly 2d ago
Travel CVOR Certified Surgical First Assistant - $2,654 per week
GLC On-The-Go 4.4
Atlanta, GA job
GLC On-The-Go is seeking a travel CVOR First Assist for a travel job in Atlanta, Georgia.
Job Description & Requirements
Specialty: CVOR First Assist
Discipline: Allied Health Professional
Duration: 13 weeks
36 hours per week
Shift: 12 hours
Employment Type: Travel
GLC is hiring: CSFA CVOR - Atlanta, GA - 14-week contract
GLC - Named Best Nurse Agency 2024-2025
We connect nurses, nursing professionals, and allied health professionals like you to contracts that align with your skills, schedule, and career goals.
About this Assignment
Join the care team in CVOR where you'll provide patient-centered care in a collaborative environment. Typical responsibilities include direct patient care, timely documentation, and coordination with the care team. Specific duties will be confirmed during your interview with a recruiter.
Assignment Details
Location: Atlanta, GA
Assignment Length: 14 weeks
Start Date: 03/16/2026
End Date: 06/22/2026
Pay Range: $2,389 - $2,654
Minimum Requirements
Optional: Active license in CVOR
1 year full-time CSFA, CVOR experience within the last 2 years
What you can expect from GLC
Weekly on-time pay with direct deposit
Transparent communication, clear assignment details, and recruiter support from start to finish - or extension
Referral bonus up to $500
Health, dental, and vision insurance
401(k) plan
Completion and signing bonuses may also be available
Ready to move forward?
Apply now and start your rewarding journey with GLC - a recruiter will connect quickly to review pay, start date, and assignment details so you can make the best decision for your next contract.
GLC On-The-Go Job ID #481460. Pay package is based on 12 hour shifts and 36 hours per week (subject to confirmation) with tax-free stipend amount to be determined. Posted job title: CVOR Certified Surgical First Assistant Surgical Services
About GLC On-The-Go
GLC is more than just a staffing agency - we're your trusted partner in finding travel, local, and PRN contracts that align with your career aspirations and lifestyle.
We specialize in connecting travel nurses and allied healthcare professionals like you with opportunities in acute care, long-term care, behavioral health, and allied fields across the U.S.
Our attentive and friendly recruiters are always just a call or text away, ready to guide you at every step, ensuring you feel valued and heard.
We understand the unique needs of travel healthcare professionals, which is why we offer comprehensive benefits and 24/7 support.
Join GLC, where our 20+ years of experience mean we know how to help you find the assignments that turn your career goals into reality.
With us, it's not just a placement - it's your dream career made possible
$2.4k-2.7k monthly 4d ago
Biotech Public Equity Senior Associate - Venture Investments
Novo Holdings 3.9
San Francisco, CA job
A leading investment firm based in San Francisco is looking for an experienced candidate with a scientific background to join their public equity investment team. The role involves assessing investment opportunities, preparing materials, and collaborating with various teams. Ideal candidates will have a Ph.D. or M.D. and at least 3 years of experience in biotech or medtech analysis. The firm offers comprehensive benefits including medical, parental leave, and generous PTO.
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$86k-130k yearly est. 6d ago
Client Relationship Specialist - Thousand Oaks, CA
Charles Schwab 4.8
Thousand Oaks, CA job
Regular
Your opportunity
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.
As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer service to a role and a firm that will champion your growth in the financial services industry. You'll play a critical role in the operational success of this local Schwab branch, under the guidance of your Client Relationship Manager and Branch Manager, both of whom you will assist to help deliver an unparalleled client experience. Development and growth are at the core of this role. In the Branch Network at Schwab, you have both a clear growth path as well as endless opportunities to challenge yourself and deepen your expertise. Although licensing isn't required for the role, Schwab will support you to become licensed in the Series 7 and 63/66 if that is in line with your career goals. If you are looking for a step into the financial services industry that allows you to work with clients, expand your knowledge, and build a life-long career, this may be the opportunity for you.
To read more about our client offerings visit: Charles Schwab - Investor Services
What you have
Required Qualifications:
1+ years of Client/Customer Service experience
Preferred Qualifications:
Previous experience in Financial Services/Wealth Management and/or closely related industry.
While licensing is preferred, it is not required for this role, Charles Schwab will support employees in this role in obtaining and/or holding the Series 7 and 63/66 licenses
Ability to handle client needs with tact and diplomacy
Outstanding written and oral communication skills
Experience working independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously
Ability to build and maintain good cross-enterprise working relationships
Basic understanding of brokerage regulations and rules that govern client accounts
May be asked to become a Notary
In addition to the salary range, this role is also eligible for bonus or incentive opportunities
What's in it for you
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
$48k-60k yearly est. 2d ago
Manager Trainee
Security Finance 4.0
Commerce, GA job
Are you confident in your ability to manage a team towards success? Do you take pride in having top of the line communication skills, exceptional customer service and problem solving skills?
This position is a stepping-stone to manage the overall operations of a financial branch office within our company! You will have the opportunity to build everlasting relationships with our customers and reach goals with your team, "Come Begin Your Story" as Manager in Waiting!
You'll know you are a successful Manager in Waiting when you:
Develop, direct, train, and manage branch personnel with supervisor direction and assistance
Maintain office cash with accuracy and security
Achieve account gain through proven loan judgement and effective customer solicitation
Ensures prompt completion of loan process
Minimizes delinquent debt through collection activities both by verbal and written communication
Ensures reporting of branch figures to corporate office for accounting purposes
You could be a great addition as Manager in Waiting if you have:
Ensures compliance with state and federal lending regulations and Company policies
Ability to obtain license, certification, and/or governmental approval to provide ancillary products and services, as applicable
Valid driver's license and daily access to a reliable automobile for business use; such as delivering bank deposits, conducting marketing visits, etc.
Computer literacy, ability to operate a ten-key calculator, basic mathematical skills and the ability to handle simple monetary transactions quickly and accurately
Ability to work in a stressful environment and adhere to strict timelines and/or deadlines
Keep in mind that as Manager in Waiting we provide:
An EXCELLENT benefits bundle that includes medical insurance (minimal cost to the employee), dental, life insurance, short-and long-term disability, profit sharing, 401k with company matching, and paid sick, holiday, and vacation time.
Monthly Bonus Potential - You have the ability to earn a monthly bonus when your team meets your Company set goals!
Community Service - As a company, we are pro-active members of the community. We make ongoing contributions to charities, local food banks, educational institutions and more.
Growth Potential- We believe in fostering our employees' talents and providing a pathway for their individual career story.
TOP-of-the-line training that includes hands-on training, online training, and new hire class orientation. We are committed to helping you build a solid foundation and do your job to the best of your abilities.
This position is subject to a background check for any convictions directly related to its duties and responsibilities. Only job-related convictions will be evaluated and will not automatically disqualify the candidate.
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$35k-43k yearly est. 4d ago
Director of Project Engineering & Program Delivery
Honeywell 4.5
San Diego, CA job
A leading technology company is seeking a Director of Project Engineering in San Diego, California. This position entails overseeing the technical execution and engineering performance across various defense and research programs. The ideal candidate will lead project engineering teams, ensure timely and budget-compliant delivery of engineering activities, and drive cross-functional coordination. This role is critical for maintaining disciplined execution and customer satisfaction while managing engineering risks and implementing standardized processes.
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$114k-184k yearly est. 3d ago
Blockchain Infrastructure Engineer
Halliday International Inc. 4.0
San Francisco, CA job
A prominent blockchain company is seeking a Software Engineer to design and build core infrastructure for future commerce. This role involves architecting secure distributed systems, developing scalable APIs, and collaborating with cross-functional teams on innovative blockchain solutions. The ideal candidate should have experience with impactful software projects, a collaborative mindset, and a passion for new technologies. The position offers competitive compensation and the potential for visa sponsorship for international candidates.
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$113k-150k yearly est. 3d ago
Events Manager
Norwest Venture 3.3
San Francisco, CA job
Managing pricing and rebates shouldn't be a hassle. Enable's intelligent platform is built for the speed of today's market, eliminating disconnects between pricing strategy and rebate execution. We help companies to increase profitability and simplify the complex with accurate, AI-powered insights, real-time performance monitoring, agreement optimization, and simplified rebate management.
After securing $291M in Series A-D funding and acquiring Flintfox in 2025, Enable is positioned for continued, significant growth. Since the launch of our flagship product in 2016, we have been rapidly scaling our client base, product offerings, and built a team of top-tier professionals committed to reshaping the industry.
Want a glimpse into life at Enable? Visit our Life at Enable page to learn how you can be part of our journey.
We're looking for an Events Manager to define, execute, and scale our enterprise events program. In this hands‑on role, you'll work closely with Enterprise Sales, Marketing, and Customer teams to deliver high‑impact, high‑touch events that support complex buying journeys and long sales cycles.
Own the strategy and execution of enterprise-focused events-including executive experiences, field events, conferences, and partner events-and collaborate cross‑functionally to deliver thoughtful, well‑executed experiences that build relationships and drive meaningful engagement.
Duties and Responsibilities
Plan and execute end‑to‑end enterprise events, from concept and strategy through on‑site delivery and post‑event follow‑up
Partner closely with Enterprise Sales to align events with account‑based strategies and regional go‑to‑market priorities
Deliver executive‑level events such as dinners, roundtables, and customer experiences designed for senior stakeholders
Manage all event logistics, including venues, vendors, timelines, budgets, and on‑site execution
Source, negotiate, and manage external vendors, venues, agencies, and event technology partners
Collaborate with Brand, Product Marketing, Demand Gen, Customer Success, and Marketing Operations teams
Ensure seamless on‑site experiences through detailed planning and contingency management
Track and report on event performance, engagement, and impact to continuously improve the program
Knowledge, Skills, and Abilities
Strong project management and organizational skills with exceptional attention to detail
Proven ability to negotiate with vendors and partners to deliver high‑quality events while driving budget efficiency
Deep understanding of enterprise sales motions and account‑based marketing strategies
Ability to manage multiple events simultaneously in a fast‑paced, hypergrowth environment
Excellent communication and stakeholder management skills
Confident decision‑maker with strong problem‑solving abilities, especially in live event settings
Required Education and Experience
Bachelor's degree in marketing, Communications, Business, or a related field
5+ years of experience managing B2B events, ideally within enterprise SaaS or high‑growth technology companies
Proven experience delivering events that support long sales cycles and complex buying committees
Experience working cross‑functionally with Sales and senior stakeholders
Preferred Education and Experience
Experience delivering executive‑level or C‑suite events
Experience supporting global or regional enterprise sales teams
Familiarity with CRM and marketing automation platforms such as Salesforce
Travel
40% - 50%
Total Rewards
At Enable, we're committed to your professional growth. During the interview process, we will explore your experience, expertise, and role scope. Starting pay is determined by factors like location, skills, experience, market conditions, and internal parity.
Salary/Total Cash Compensation (TCC) is just one component of Enable's Total Rewards package. Enable is committed to investing in the holistic health and wellbeing of all Enablees and their families. Our benefits and perks include, but are not limited to:
Unlimited Paid Time Off: Flexible PTO policy based on trust, balancing personal time and business needs
Wellness Benefit: Quarterly incentive dedicated to improving your health and well‑being
Comprehensive Insurance: Health and life coverage for you and your family
Lucrative Bonus Plan: Enjoy a rewarding bonus structure subject to company or individual performance
Equity Program: Benefit from our equity program with additional options tied to tenure and performance
Career Growth: Explore new opportunities with our internal mobility program
Learning & Development: Access a range of workshops and courses designed to boost your professional growth and take your career to new heights
According to LinkedIn's Gender Insights Report, women apply for 20% fewer jobs than men, despite similar job search behaviors. At Enable, we're committed to closing this gap by encouraging women and underrepresented groups to apply, even if they don't meet all qualifications.
Enable is an equal opportunity employer, fostering an inclusive, accessible workplace that values diversity. We provide fair, discrimination‑free employment, ensuring a harassment‑free environment with equitable treatment.
We welcome applications from all backgrounds. If you need reasonable adjustments during recruitment or in the role, please let us know. Enable International participates in the E‑Verify program in certain locations, as required by law. Learn more about E‑Verify and your Right to Work.
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$92k-123k yearly est. 3d ago
CRA Administration Officer
Cathay Bank-Headquarters 4.4
El Monte, CA job
People Drive Our Success Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members' drive and optimism. Together we can make a difference in the financial future of our communities.
Apply today!
What our team members are saying:
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Learn more about us at cathaybank.com
GENERAL SUMMARY
Responsible for the creation of in-depth analyses of bank CRA performance, including recommendations on how to improve performance - lending, investments, and services. Acts as a backup for other department positions when others are out of the office. Represents the Bank at various community events and fundraisers, acts as a champion for the CRA team at internal meetings and/or events. Assist with participating in CRA service activities and other assignments that contribute to the implementation and maintenance of an effective CRA Compliance Program for the Bank.
ESSENTIAL FUNCTIONS
Acts as a backup for other department positions when others are out of the office (Analysts and Assistant Manager) when needed.
Perform secondary reviews and ensure accuracy of CRA data as necessary for the three CRA performance tests.
Ensure that all department policies and procedures are updated in a timely manner.
Represent the Bank and CRA team at various community events and bank sponsored events.
Along with the SVP, Director of Community Development, be actively involved in the annual Risk Control Self-Assessment.
Monitor reports and prepare quarterly performance analysis, annual self-assessment, strategic plan, and annual loan goals. This documentation will be presented by the SVP, Director of Community Development at the Risk & Compliance Committee, Enterprise Risk Management and Internal Control Committee meetings.
Coordinate the preparation and distribution of meeting materials for the Community Advisory Committee meetings. Prepare and distribute meeting minutes for these meetings as well as be a regular attendee at these meetings.
Take a very active role in the implementation of various special projects that will positively impact the CRA program, such as the Dodd Frank Section 1071, and changes to CRA regulations.
Perform other special projects, as assigned by the SVP, Director of Community Development to include but not limited to the declined small business loan referral program and Supplier Diversity.
Maintain current information for the Intranet, Public File, Bulletin, forms and charts.
Assist with CRA activity performance tracking in other areas as needed.
Complete assigned training courses in a timely manner.
QUALIFICATIONS
Education: Bachelor's degree is preferable in Business, Accounting, or Finance.
Experience: Minimum of three years of banking experience. Some working knowledge of accounting or loan underwriting. CRA knowledge is a plus. Knowledge of CRA software and SharePoint preferred.
Skills/Ability: Strong computer skills; proficient with Microsoft Office products. Takes initiative, works independently with minimal supervision, and consistently meets deliverable dates. Professional, able to effectively interact with all levels of the Bank as well as with external partners. Good organization and analytical skills. Excellent verbal and written communication skills. Highly organized, results-oriented with strong attention to detail and good follow-through skills. Enthusiastic and self-motivated. Willingness to work overtime occasionally to accomplish and meet deadlines, and to attend CRA activities. Ability to work offsite to perform service hours and attend CRA activities.
OTHER DETAILS
$33.65 - $48.08 / hour
Pay determined based on job-related knowledge, skills, experience, and location.
This position may be eligible for a discretionary bonus.
Cathay Bank offers its full-time employees a competitive benefits package which is a significant part of their total compensation. It is our goal to provide employees with a comprehensive benefits package to fit their needs which includes, coverage for medical insurance, dental insurance, vision insurance, life insurance, long-term disability insurance, and flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k).
Cathay Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policy.
Cathay Bank is an Equal Opportunity and Affirmative Action Employer. We welcome applications for employment from all qualified candidates, regardless of race, color, ethnicity, ancestry, citizenship, gender, national origin, religion, age, sex (including pregnancy and related medical conditions, childbirth and breastfeeding), reproductive health decision-making, sexual orientation, gender identity and expression, genetic information or characteristics, disability or medical condition, military status or status as a protected veteran, or any other status protected by applicable law.
Click here to view the "Know Your Rights: Workplace Discrimination is Illegal" Poster:
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Cathay Bank endeavors to make **************************** to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact, Mickey Hsu, FVP, Employee Relations Manager, at or . This contact information is for accommodation requests only and cannot be used to inquire about the status of applications.
$33.7-48.1 hourly 1d ago
Marketing Operations Director - Data-Driven MarTech Leader
Technology Credit Union 3.8
San Jose, CA job
A financial service organization is seeking a Director of Marketing Operations in San Jose to oversee strategic marketing initiatives, improve processes, and manage marketing technology. The ideal candidate will have over 6 years of marketing experience, strong analytical skills, and proven leadership capabilities. Responsibilities include optimizing campaign workflows and collaborating across departments. A Bachelor's degree in Marketing or Business Administration is required, with a Master's preferred. Compensation includes a salary range of $132,000 to $188,000 plus benefits.
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$132k-188k yearly 4d ago
Travel CT/X-ray Technologist - $2,736 per week
GLC On-The-Go 4.4
El Centro, CA job
GLC On-The-Go is seeking a travel CT Technologist for a travel job in El Centro, California.
Job Description & Requirements
Specialty: CT Technologist
Discipline: Allied Health Professional
Duration: 13 weeks
40 hours per week
Shift: 8 hours
Employment Type: Travel
GLC is hiring: RAD Tech Rad Tech/CT - El Centro, CA - 13-week contract
GLC - Named Best Nurse Agency 2024-2025
We connect nurses, nursing professionals, and allied health professionals like you to contracts that align with your skills, schedule, and career goals.
About this Assignment
Join the care team in Rad Tech/CT where you'll provide patient-centered care in a collaborative environment. Typical responsibilities include direct patient care, timely documentation, and coordination with the care team. Specific duties will be confirmed during your interview with a recruiter.
Assignment Details
Location: El Centro, CA
Assignment Length: 13 weeks
Start Date: 02/02/2026
End Date: 05/04/2026
Pay Range: $2,462 - $2,736
Minimum Requirements
Active license in Rad Tech/CT
1 year full-time RAD Tech, Rad Tech/CT experience within the last 2 years
What you can expect from GLC
Weekly on-time pay with direct deposit
Transparent communication, clear assignment details, and recruiter support from start to finish - or extension
Referral bonus up to $500
Health, dental, and vision insurance
401(k) plan
Completion and signing bonuses may also be available
Ready to move forward?
Apply now and start your rewarding journey with GLC - a recruiter will connect quickly to review pay, start date, and assignment details so you can make the best decision for your next contract.
GLC On-The-Go Job ID #489031. Pay package is based on 8 hour shifts and 40 hours per week (subject to confirmation) with tax-free stipend amount to be determined. Posted job title: CT Tech Radiology / Cardiology
About GLC On-The-Go
GLC is more than just a staffing agency - we're your trusted partner in finding travel, local, and PRN contracts that align with your career aspirations and lifestyle.
We specialize in connecting travel nurses and allied healthcare professionals like you with opportunities in acute care, long-term care, behavioral health, and allied fields across the U.S.
Our attentive and friendly recruiters are always just a call or text away, ready to guide you at every step, ensuring you feel valued and heard.
We understand the unique needs of travel healthcare professionals, which is why we offer comprehensive benefits and 24/7 support.
Join GLC, where our 20+ years of experience mean we know how to help you find the assignments that turn your career goals into reality.
With us, it's not just a placement - it's your dream career made possible
$2.5k-2.7k monthly 2d ago
Technology Banking Business Manager - Executive Director
Jpmorgan Chase & Co 4.8
San Francisco, CA job
The Global Corporate Finance & Business Management (F&BM) team acts as a trusted advisor and consultant to senior coverage executives to manage and optimize business performance. The team partners with management to drive business strategy through projects, analyses and leads ad hoc special projects as well as compliance support. Business Management needs highly-motivated creative thinkers who can leverage their analytical capabilities to provide strategic guidance to business partners and solve a wide variety of evolving business issues and problems.
As a Technology Banking Business Manager - Executive Director within the Global Corporate Finance & Business Management team, you will act as a trusted advisor and consultant to senior coverage executives to manage and optimize business performance. You will partner with management to promote business strategy through projects, analyses, and compliance support. You will be expected to respond quickly on time-sensitive deliverables and leverage your analytical capabilities to provide strategic guidance to business partners and solve a wide variety of evolving business issues and problems. This role requires exceptional relationship management, communication and influencing skills at all levels, and a strong focus on execution.
Job responsibilities
Advise the Heads of Technology Banking in all aspects of the business; strategy, controls, people and performance
Manage the client agenda, establishing a cadence for account plans, review client coverage, relationship status, revenue opportunities, client prioritization, and Client performance metrics
Develop and oversee the business performance metrics that generate key insights and identifies new opportunities
Prioritize investment spend to grow the franchise globally
Create materials for business reviews and other executive leadership presentations to articulate strategic direction, program execution and performance tracking
Quickly build product and business knowledge to analyze datasets, derive insights and provide key recommendations to stakeholders
Identify, elevate, and mitigate business risks that could impair our ability to do business: e.g., legal, tax, regulatory, compliance
Partner with various teams on key initiatives and coordinating stakeholder updates
Support executive ad-hoc requests with a high-level of responsiveness
Communicate effectively and be adept at managing a large and complex book of work requiring constant prioritization based on business needs
Required qualifications, capabilities, and skills
12+ years in a Business Management capacity and experience with leading teams
Experience with Investment Banking products
Strong executive presence with the ability to present well to senior stakeholders
Skilled at analyzing opportunities & problems, recommending solutions, and communicating effectively & confidently (both verbal and written)
Strong organizational and task management skills; ability to balance multiple initiatives to completion under concurrent, rigorous, and regulatory deadlines in a fast-paced dynamic environment
Excellent written and oral communications skills, including the ability to synthesize “the story” for executive-level audiences and adjust messages and style based on different audiences and agendas
Excels in time management, is entrepreneurial and a self-starter, with demonstrated ability to deliver results within condensed timeframe
Ability to forge strong internal relationships across a broad range of functions
Disciplined approach to managing and improving processes and controls
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A leading global financial institution seeks an experienced Private Banker to develop and maintain client relationships in Palo Alto, California. The ideal candidate will have over 15 years of experience in Private Banking, specifically with UHNW clients. Responsibilities include advising clients on financial matters, creating tailored wealth management solutions, and ensuring compliance with regulatory standards. A Bachelor's degree is required, with a Master's preferred. This role offers a competitive salary range of $200,000 to $300,000 and robust employee benefits under Citi's offerings.
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Zippia gives an in-depth look into the details of KROST, including salaries, political affiliations, employee data, and more, in order to inform job seekers about KROST. The employee data is based on information from people who have self-reported their past or current employments at KROST. The data on this page is also based on data sources collected from public and open data sources on the Internet and other locations, as well as proprietary data we licensed from other companies. Sources of data may include, but are not limited to, the BLS, company filings, estimates based on those filings, H1B filings, and other public and private datasets. While we have made attempts to ensure that the information displayed are correct, Zippia is not responsible for any errors or omissions or for the results obtained from the use of this information. None of the information on this page has been provided or approved by KROST. The data presented on this page does not represent the view of KROST and its employees or that of Zippia.
KROST may also be known as or be related to KROST, KROST CPAs & Consultants and Krost Cpas & Consultants.