97 Results for

Career Services Advisor Jobs in Pleasanton, CA

Automotive Service Advisor/Writer/Consultant

Stewart Chrysler Jeep Dodge Ram

San Mateo, CA

Stewart Chrysler Dodge Jeep Ram is looking for experienced Service Advisors to join our industry leading service team! Service Advisors / Automotive Service Consultants interpret customer needs for the mechanics.

8 days ago
Service Advisor / Automotive Service Consultant

Boardwalk Chrysler Dodge Jeep Ram

Redwood City, CA

Boardwalk Chrysler Dodge Jeep Ram is hiring experienced Service Advisors to join our family owned and operated dealership ! In business for 40 years, we know how to best serve our customers – by taking care of our employees!

8 days ago
Automotive Service Advisor/Writer

Stewart Chrysler Jeep Dodge Ram

San Mateo, CA

Stewart Chrysler Dodge Jeep Ram is looking for experienced Service Advisors to join our industry leading service team! Service Advisors / Automotive Service Consultants interpret customer needs for the mechanics.

1 day ago
Automotive Service Advisor/Writer

Boardwalk Chrysler Dodge Jeep Ram

Redwood City, CA

Boardwalk Chrysler Dodge Jeep Ram is hiring experienced Service Advisors to join our family owned and operated dealership! In business for 40 years, we know how to best serve our customers – by taking care of our employees!

2 days ago
Automotive Parts Counterperson / Parts Advisor

Boardwalk Chrysler Dodge Jeep Ram

Redwood City, CA

Handling parts payment collection and making sure all parts are billed correctly through the service department and collision repair shop. Boardwalk Chrysler Dodge Jeep Ram is hiring an experienced Parts Counterperson to join our family owned and operated dealership!

14 days ago
Car Wash Attendant

Chevron

Danville, CA

Must be sufficiently proficient in English to understand CSI policies, safety training, and job instructions, and to effectively communicate with customers and/or coworkers on work-related matters. • Educate every customer on the services that will best fit their needs by proactively explaining the features and benefits of our services.

2 days ago
Medical Assistant - PN Primary Care-Concord - Per Diem - 8 Hour - Days

John Muir Health

$32.87 - $44.38

Concord, CA

See John Muir Health Terms & Conditions at https://www.johnmuirhealth.com/terms-of-use.html and Privacy Policy at https://www.johnmuirhealth.com/content/dam/jmh/Documents/Legal-and-Privacy/website-privacy-policy.pdf and SonicJobs Privacy Policy at https://www.sonicjobs.com/us/privacy-policy and Terms of Use at https://www.sonicjobs.com/us/terms-conditions. The medical assistant also works to fulfill a variety of patient needs and ensures smooth patient flow within the department, including gathering, organizing and documenting healthcare data information.

2 days ago
Medical Assistant - PN Urgent Care-Walnut Creek - Per Diem - 8 Hour - Variable Shift

John Muir Health

$31.6 - $42.67

Walnut Creek, CA

See John Muir Health Terms & Conditions at https://www.johnmuirhealth.com/terms-of-use.html and Privacy Policy at https://www.johnmuirhealth.com/content/dam/jmh/Documents/Legal-and-Privacy/website-privacy-policy.pdf and SonicJobs Privacy Policy at https://www.sonicjobs.com/us/privacy-policy and Terms of Use at https://www.sonicjobs.com/us/terms-conditions. The medical assistant also works to fulfill a variety of patient needs and ensures smooth patient flow within the department, including gathering, organizing and documenting healthcare data information.

2 days ago
Medical Assistant - Float Pool - PN Primary Care Clinic-East Region - Per Diem - 8 Hour - Days

John Muir Health

$31.6 - $42.67

Brentwood, CA

See John Muir Health Terms & Conditions at https://www.johnmuirhealth.com/terms-of-use.html and Privacy Policy at https://www.johnmuirhealth.com/content/dam/jmh/Documents/Legal-and-Privacy/website-privacy-policy.pdf and SonicJobs Privacy Policy at https://www.sonicjobs.com/us/privacy-policy and Terms of Use at https://www.sonicjobs.com/us/terms-conditions. The medical assistant also works to fulfill a variety of patient needs and ensures smooth patient flow within the department, including gathering, organizing and documenting healthcare data information.

2 days ago
Medical Assistant - Primary Care Float Pool - Per Diem - 8 Hour - Days

John Muir Health

$31.6 - $42.67

Walnut Creek, CA

See John Muir Health Terms & Conditions at https://www.johnmuirhealth.com/terms-of-use.html and Privacy Policy at https://www.johnmuirhealth.com/content/dam/jmh/Documents/Legal-and-Privacy/website-privacy-policy.pdf and SonicJobs Privacy Policy at https://www.sonicjobs.com/us/privacy-policy and Terms of Use at https://www.sonicjobs.com/us/terms-conditions. The medical assistant also works to fulfill a variety of patient needs and ensures smooth patient flow within the department, including gathering, organizing and documenting healthcare data information.

2 days ago
Medical Assistant - PN Primary Care-Walnut Creek - Full Time - 8 Hour - Days

John Muir Health

$32.87 - $44.38

Walnut Creek, CA

See John Muir Health Terms & Conditions at https://www.johnmuirhealth.com/terms-of-use.html and Privacy Policy at https://www.johnmuirhealth.com/content/dam/jmh/Documents/Legal-and-Privacy/website-privacy-policy.pdf and SonicJobs Privacy Policy at https://www.sonicjobs.com/us/privacy-policy and Terms of Use at https://www.sonicjobs.com/us/terms-conditions. The medical assistant also works to fulfill a variety of patient needs and ensures smooth patient flow within the department, including gathering, organizing and documenting healthcare data information.

2 days ago
Medical Assistant - Float Pool - PN Cardiology - Per Diem - 8 Hour - Days

John Muir Health

$31.6 - $42.67

Brentwood, CA

See John Muir Health Terms & Conditions at https://www.johnmuirhealth.com/terms-of-use.html and Privacy Policy at https://www.johnmuirhealth.com/content/dam/jmh/Documents/Legal-and-Privacy/website-privacy-policy.pdf and SonicJobs Privacy Policy at https://www.sonicjobs.com/us/privacy-policy and Terms of Use at https://www.sonicjobs.com/us/terms-conditions. The medical assistant also works to fulfill a variety of patient needs and ensures smooth patient flow within the department, including gathering, organizing and documenting healthcare data information.

2 days ago
Medical Assistant - PN Urgent Care-San Ramon - Per Diem - 8 Hour - Variable Shift

John Muir Health

$31.6 - $42.67

San Ramon, CA

See John Muir Health Terms & Conditions at https://www.johnmuirhealth.com/terms-of-use.html and Privacy Policy at https://www.johnmuirhealth.com/content/dam/jmh/Documents/Legal-and-Privacy/website-privacy-policy.pdf and SonicJobs Privacy Policy at https://www.sonicjobs.com/us/privacy-policy and Terms of Use at https://www.sonicjobs.com/us/terms-conditions. The medical assistant also works to fulfill a variety of patient needs and ensures smooth patient flow within the department, including gathering, organizing and documenting healthcare data information.

1 day ago
Medical Assistant - Cardiology Float Pool - Full Time - 8 Hour - Days

John Muir Health

$31.6 - $42.67

Brentwood, CA

See John Muir Health Terms & Conditions at https://www.johnmuirhealth.com/terms-of-use.html and Privacy Policy at https://www.johnmuirhealth.com/content/dam/jmh/Documents/Legal-and-Privacy/website-privacy-policy.pdf and SonicJobs Privacy Policy at https://www.sonicjobs.com/us/privacy-policy and Terms of Use at https://www.sonicjobs.com/us/terms-conditions. The medical assistant also works to fulfill a variety of patient needs and ensures smooth patient flow within the department, including gathering, organizing and documenting healthcare data information.

2 days ago
Medical Assistant - PN Urgent Care-San Ramon - Part Time - 8 Hour - Variable Shift

John Muir Health

$31.6 - $42.67

San Ramon, CA

See John Muir Health Terms & Conditions at https://www.johnmuirhealth.com/terms-of-use.html and Privacy Policy at https://www.johnmuirhealth.com/content/dam/jmh/Documents/Legal-and-Privacy/website-privacy-policy.pdf and SonicJobs Privacy Policy at https://www.sonicjobs.com/us/privacy-policy and Terms of Use at https://www.sonicjobs.com/us/terms-conditions. The medical assistant also works to fulfill a variety of patient needs and ensures smooth patient flow within the department, including gathering, organizing and documenting healthcare data information.

2 days ago
Medical Assistant - PN Family Medicine-Pleasant Hill - Full Time - 8 Hour - Days

John Muir Health

$32.87 - $44.38

Pleasant Hill, CA

See John Muir Health Terms & Conditions at https://www.johnmuirhealth.com/terms-of-use.html and Privacy Policy at https://www.johnmuirhealth.com/content/dam/jmh/Documents/Legal-and-Privacy/website-privacy-policy.pdf and SonicJobs Privacy Policy at https://www.sonicjobs.com/us/privacy-policy and Terms of Use at https://www.sonicjobs.com/us/terms-conditions. The medical assistant also works to fulfill a variety of patient needs and ensures smooth patient flow within the department, including gathering, organizing and documenting healthcare data information.

2 days ago
Automotive Technician - Entry Level

CareerBuilder-Stellantis

Pleasanton, CA

Stoneridge Chrysler Jeep Dodge Of Dublin is looking for Express Lane Lube Technicians to join their busy service department! Whether you're a recent technical school graduate or an experienced oil change master, we offer a chance to kick-start your career in automotive repair!

13 days ago
Auto Service Advisor - Automotive Service Manager

Dorso's Automotive Repair

$25 - $35

Fremont, CA

You'll coordinate critical matters such as estimating and quoting repairs for customers, review past service records, review warranty records, and quality checks on completed jobs. Dorso's Automotive Repair Inc. in Fremont, CA is currently hiring for an Auto Service Advisor - Automotive Service Manager to join our team.

30+ days ago
Sales & Service Advisor

Seever & Sons

Pleasanton, CA

1–3 years of experience in automotive service sales, retail automotive, and strong customer service + transferable sales background. Genuine career growth — with progression into Service Manager or Management, evidenced by hundreds of team member promotions.

2 days ago
Sales & Service Advisor

American Tire Depot

San Jose, CA

1–3 years of experience in automotive service sales, retail automotive, and strong customer service + transferable sales background. Genuine career growth — with progression into Service Manager or Management, evidenced by hundreds of team member promotions.

7 days ago
Family Service Advisor

Northstar Memorial Group

$70000 - $150000

Hayward, CA

Extensive Training: We welcome both new and experienced sales talent and offer comprehensive training to sharpen your skills and build your sales pipeline with qualified leads given to you for free. You’ll be encouraged to think outside the box and bring fresh ideas to help families honor their loved ones in unique and meaningful ways.

4 days ago
Customer Service / Benefits Advisor (Work from home)

AO Globe Life - Simonne LeBlanc

San Jose, CA

Nurture long-term client relationships through consistent communication and service. Essential Skills You Need:A knack for building genuine connections with people. As an Entry-Level Inside Sales Representative, you’ll connect with prospects who have already shown interest, listen to their needs, and guide them toward the right coverage options.

30+ days ago
Managing Director, Capital Advisors - Tax Equity Advisors

bdo consulting

$250000 - $300000

San Jose, CA

Analyzes client’s data to identify historical and projected financial and operating trends, reviews quality of earnings, and assesses working capital considerations, potential liabilities, and risks to assist and guide decision-makers in transactions. Acts as the lead professional on engagements and serves as a principal contact for managing client deliverables, overseeing engagement colleagues, managing the closing process, and providing real time feedback and guidance to client and diligence providers for timely and efficient product delivery.

30+ days ago
Virtual Sales Advisor - Work from Anywhere, Anytime

Legacy Harbor Advisors

Palo Alto, CA

Whether you're an experienced professional or just starting out, Legacy Harbor Advisors invites you to join us as a Sales Advisor under a 1099 contract. Products Offered: Indexed Universal Life (IUL), Annuities, Life Insurance, and other financial solutions.

17 days ago
Managing Director, Family Office Services

bdo consulting

$170000 - $225000

San Jose, CA

Presents with a high level of competence, confidence, and effectiveness in a variety of settings and to a variety of audiences; presents well to all levels of management, internally and with clients; communicates in a clear and concise manner, and uses impactful and memorable language to emphasize key points; persuades others to their points of view; self-aware – knows when an approach is not working and can change course immediately. Designs integrated solutions for large and complex clients that respond to the specific situation; open to new ideas and solutions, and avoids “locking-in” to a single solution; knows BDO well enough internally to identify when services outside of PCS-FOS should be included and describes what these services achieve and how they operate.

30+ days ago
Associate Advisor / Relationship Manager - Fully Remote

RIA Recruiting

$90000 - $120000

Campbell, CA

Assist financial advisors by handling administrative tasks, coordinating client communications, and managing client accounts to allow advisors to focus on strategic relationship-building and financial planning. Take ownership of day-to-day operational tasks by attending client meetings and coordinating follow-up tasks, coordinating portfolio updates, and resolving client requests in a timely and accurate manner.

30+ days ago
Financial Advisor

City National Bank

San Francisco, California

The SFA maintains overall responsibility for the assigned territory and the team's "book of business", with the FA focused on sales, client service responsibilities, and teaming with CNB colleagues for smaller Personal & Business Banking (PBB) wealth management opportunities or client relationships. Strong understanding of financial planning and the investment process including familiarity with mapping clients’ investment needs to asset allocation models, structuring client investment portfolios, and portfolio analytics.

15 days ago
J.P. Morgan Advisors - Senior Client Associate - Palo Alto, CA

JPMorgan Chase

$70300 - $99900

Palo Alto, CA

Provide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite. + Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures.

30+ days ago
Comfort Advisor

Bell Brothers

$180000 - $400000

Hayward, CA

We are proud to be a leading provider of heating, ventilation, air conditioning, windows, and plumbing solutions, and we believe that our success is rooted in the dedicated and passionate team members who make it all possible. Attend Training: Participate in ongoing training sessions to stay updated on product knowledge, sales strategies, and industry trends.

14 days ago
Tax Senior Manager, Core Tax Services - Corporate/ASC 740

bdo consulting

$146000 - $200000

San Jose, CA

The Core Tax Services (“CTS”) Senior Manager – ASC740 is responsible for advising clients on the tax implications of their business objectives, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex corporate tax and ASC 740 tax issues. Develops an in-depth understanding of the technical and practical issues and opportunities regarding one or more areas of taxation, e.g., individual, corporate, property, sales, corporate, pass-through, state and local, international, expatriate, transfer pricing, credits and incentives, compensation and benefits, accounting methods, R&D tax benefits.

18 days ago
Senior Home Lending Advisor - Sunnyvale, CA

JPMorgan Chase

Sunnyvale, CA

Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. + Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.

30+ days ago
Senior Home Lending Advisor, San Jose and Campbell, CA

JPMorgan Chase

San Jose, CA

Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. + Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.

30+ days ago
Senior Home Lending Advisor, Milpitas, CA

JPMorgan Chase

Milpitas, CA

Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. + Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.

30+ days ago
Senior Home Lending Advisor, Palo Alto, CA

JPMorgan Chase

Palo Alto, CA

Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. + Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.

30+ days ago
Plumbing Advisor/Outside Sales

Work With Your Handz

Livermore, CA

The core responsibility is to run both demand and maintenance calls, perform thorough whole-home inspections (including crawl spaces), and create multiple estimates per call to educate and empower the customer's buying decision. Unlike many in their industry, they prioritize their employees' quality of life by offering a schedule that currently requires no weekends and no on-call shifts, allowing you to build a fulfilling career without sacrificing your personal time.

30+ days ago
Plumbing Advisor

Service Champions Heating & Air Conditioning

$100000 - $200000

San Jose, California

Overview: Service Champions is currently seeking Plumbing Advisor to join our Bay Area Plumbing Team comprised of creative and energetic employees, who are dedicated to delivering the best customer service experience every day. Our Plumbing Advisors meet with customers and educate them on various Plumbing options, analyze customers' water composition and treat customers with the utmost respect and attention.

30+ days ago
Account Executive - Retirement 401(k) Services

Paychex

$55000 - $115000

East Bay, California

Leverage the Go-to-Market Sales Strategy to identify customers’ needs and present the Paychex solution to key stakeholders and decision makers in accordance with the client’s preference on in person or virtual interaction to increase revenue and market share. Prospects utilizing the telephone, direct mail, seminars, current client visits, or other local marketing programs directed by Sales management for the purpose of seeking new clients and referral sources.

30+ days ago
HVAC Comfort Advisor - in home sales - San Jose, CA

Atlas Trillo Heating & Air Conditioning

$100000 - $250000

San Jose, California

Join American Residential Services (ARS), the nation’s largest provider of residential HVAC, plumbing, and electrical services, with over 7,000 team members and more than 45 years of experience delivering trusted home comfort solutions to customers across the country. Experience in the skilled trades business model is preferred; HVAC, Plumbing, Pest Control, Lawn Care, Roofing, Air Conditioning, Siding, Windows, Solar, Counter Tops, Kitchen & Baths, Security, etc.

2 days ago
Residential Sales - Comfort Advisor - San Jose, CA

Atlas Trillo Heating & Air Conditioning

$100000 - $250000

San Jose, California

Join American Residential Services (ARS), the nation’s largest provider of residential HVAC, plumbing, and electrical services, with over 7,000 team members and more than 45 years of experience delivering trusted home comfort solutions to customers across the country. Experience in the skilled trades business model is preferred; HVAC, Plumbing, Pest Control, Lawn Care, Roofing, Air Conditioning, Siding, Windows, Solar, Counter Tops, Kitchen & Baths, Security, etc.

21 days ago
Solution Advisor - Business Data Cloud- West

SAP

Palo Alto, CA

If you are interested in applying for employment with SAP and are in need of accommodation or special assistance to navigate our website or to complete your application, please send an e-mail with your request to Recruiting Operations Team: Careers@sap.com. Compensation Range Transparency : SAP believes the value of pay transparency contributes towards an honest and supportive culture and is a significant step toward demonstrating SAP’s commitment to pay equity.

30+ days ago
Mortgage Loan Advisor

East West Bank

San Francisco, California

Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates’ potential for career advancement. Participate in all steps related to the origination of a mortgage loan including but not limited to, meeting with prospects, counseling borrowers, taking mortgage applications, collecting relevant documents and information to satisfy loan conditions, primary face to face, as well as by phone.

30+ days ago
Financial Advisor

Northwestern Mutual

$61000 - $250000

Campbell, California

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC(NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.

27 days ago
Solution Advisor Expert- HANA Cloud Center of Excellence (CoE) - San Ramon

SAP

San Ramon, CA

Originally known for leadership in enterprise resource planning (ERP) software, SAP has evolved to become a market leader in end-to-end business application software and related services for database, analytics, intelligent technologies, and experience management. For SAP employees: Only permanent roles are eligible for the SAP Employee Referral Program (https://one.int.sap/me@sap/jobs_and_hiring/employee_referral/region/0000/lang/en) , according to the eligibility rules set in the SAP Referral Policy.

30+ days ago
HVAC Comfort Advisor

Jazz Home Services

$60000 - $225000

Pleasanton, California

Jazz Home Services is a top-notch Southern California contractor focused on providing significant value to our residential customers. The starting salary for this opportunity ranges as its commission-based fully; the anticipated first year earnings average $60,000 - $225,000.

30+ days ago
Tax Senior Manager - Private Client Services

Andersen

$160000 - $253900

San Francisco, California

The Role: Senior Managers in our Private Client Services (PCS) practice oversee multiple engagement teams for a wide range of sophisticated clients, which may include some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Alternative Investment Fund Principals, Trusts and Estates. Advanced credential allowing for client representation before the Internal Revenue Service required (i.e. CPA or JD); Self-starter with the initiative to seek out opportunities and ability to work successfully in a fast-paced, high-pressure environment; and.

30+ days ago
Tax Manager - Private Client Services

Andersen

$125000 - $201900

San Francisco, California

The Requirements: 4+ years relevant work experience in an accounting firm, with at least 3 years of Private Client experience; Bachelor’s and/or advanced degree; Accounting, Finance, Economics or related degree (Preferred); Advanced credential allowing for IRS client representation (i.e. CPA or JD); Self-starter with the initiative to seek out opportunities and ability to work successfully in a fast-paced, high-pressure environment; and. The Role: Managers in our Private Client Services (PCS) practice oversee multiple engagement teams for a wide range of sophisticated clients, which may include some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Alternative Investment Fund Principals, Trusts and Estates.

30+ days ago
Financial Advisor II

Patelco Credit Union

San Mateo, California

This includes comparing and evaluating possible investment options for individual clients, identifying investment strategies and potential investments based on market conditions and clients’ particular circumstances, and assessing the timing of investments by analyzing market conditions to determine the optimum times to conduct securities transactions for clients. Ability to communicate successfully and in a professional manner with clients, above average math aptitude, excellent oral and written communication skills, excellent decision making and problem-solving skills, superior amount of computer literacy and proofreading capabilities and strong organizational skills.

22 days ago
Sales Advisor IV - San Jose Space

Rivian

$43500 - $54400

San Jose, California

30+ days ago
Sales Advisor IV - Walnut Creek Spaces

Rivian

$43500 - $54400

Walnut Creek, California

8 days ago
Senior Manager M&A Transaction Services

Regal Executive Search

San Francisco,, CA

A professional accounting designation (CA, CPA); Minimum 5 years of relevant experience in audit, accounting, and transaction services, namely financial due diligence and/or with a clear grasp of the M&A lifecycle; Superior verbal and written communication skills, in both English and French is essential; Very strong in Excel and good working knowledge of PowerPoint; Able to advise clients on M & A and good business acumen; Strong report writing and project management skills; Ability to quickly develop an understanding of the target business, its industry and its key drivers; Strong interpersonal skills and commitment to professional and client service excellence; Demonstrated track record of delivering high quality work; Canadian travel required (up to 20%) and occasional international travel. In addition, candidates will be expected to leverage technical and organizational skills to coordinate and manage full service diligence teams, liaising and building relationships with financial advisors, investments banks, legal advisors, corporate lenders, investors and other stakeholders on an agreed scope of work.

30+ days ago