Current jobs related to Financial Asset Manager - Pleasanton, California - Veeva Systems

  • Asset Protection Manager

    1 month ago

    Pleasanton, California, United States Albertsons Full time

    About the RoleAlbertsons Companies is seeking a highly skilled and experienced Asset Protection Manager to join our team. As an Asset Protection Manager, you will be responsible for protecting company assets, preventing crime and loss, and promoting a safe working environment for our associates.Key ResponsibilitiesDevelop and implement comprehensive security...

  • Asset Protection Manager

    2 weeks ago

    Pleasanton, California, United States Albertsons Full time

    About the CompanyAlbertsons Companies is a leading food and drug retailer in the United States, with a strong presence in 34 states and the District of Columbia. Our company is committed to creating joy around each table and inspiring a healthier tomorrow for every community.Job SummaryWe are seeking a highly skilled and experienced Asset Protection Manager...

  • Oracle Fusion Financials Implementation Specialist

    1 month ago

    Pleasanton, California, United States VeeAR Projects Inc. Full time

    Job Title: Oracle Fusion Financials ConsultantVeeAR Projects Inc. is seeking a highly skilled Oracle Fusion Financials Consultant to join our team.Job Summary:We are looking for a seasoned Oracle Fusion Financials consultant with a strong background in implementing and supporting multiple end-to-end projects. The ideal candidate will have a deep...

  • Asset Protection Manager

    1 week ago

    Pleasanton, California, United States Albertsons Full time

    Job DescriptionAbout the CompanyAlbertsons Companies is a leading food and drug retailer in the United States, with a strong commitment to innovation and customer satisfaction. Our team is dedicated to creating a positive and inclusive work environment, where associates can grow and develop their skills.Key ResponsibilitiesProvide leadership and guidance to...

  • Financial Consultant

    2 weeks ago

    Pleasanton, California, United States Charles Schwab Full time

    Unlock Your Potential as a Financial Consultant at Charles SchwabAt Charles Schwab, we're committed to empowering our employees' personal and professional success. As a Financial Consultant, you'll have the opportunity to make a positive impact on the finance industry while growing your career in a supportive and nurturing culture.Key...

  • Financial Analyst

    2 weeks ago

    Pleasanton, California, United States PrideStaff Full time

    Staff Accountant Job DescriptionPrideStaff Financial is seeking an experienced Staff Accountant to join their team in the Bay Area. This role offers learning and growth opportunities, as well as a competitive benefits package including medical, dental, vision, and 401K plan.The Staff Accountant will be responsible for maintaining financial records, preparing...

  • Financial Consultant

    2 weeks ago

    Pleasanton, California, United States Charles Schwab Full time

    Transforming Finance TogetherAt Charles Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven culture and focus on development mean you'll get the tools you need to make a positive difference in the finance industry.Your OpportunityAs a Financial Consultant at Schwab, you'll provide clients with wealth...

  • Financial Management Specialist

    2 weeks ago

    Pleasanton, California, United States PrideStaff Full time

    Financial Management SpecialistPrideStaff is seeking an experienced Financial Management Specialist to work with our clients in the Bay Area. The ideal candidate will have a strong background in accounting and financial management, with expertise in creating and analyzing financial reports, ensuring compliance with legal requirements, and managing accounts...

  • Financial Services Manager

    1 week ago

    Pleasanton, California, United States Convergint Full time

    Convergint is seeking a highly skilled Financial Services Manager to join our team. In this role, you will be responsible for the delivery of contractual and administrative requirements of the overall business.As a Financial Services Manager, you will work closely with Operations Managers, Project Managers, and Service Operations Managers to ensure the...

  • Financial Services Manager

    2 weeks ago

    Pleasanton, California, United States Convergint Full time

    Convergint Financial Services Manager Job DescriptionConvergint is seeking a highly skilled Financial Services Manager to join our team. As a key member of our organization, you will be responsible for delivering exceptional financial management services to our customers and stakeholders.Key Responsibilities:Ensure accurate and timely billing of...

  • Accountant - Financial Operations Specialist

    2 weeks ago

    Pleasanton, California, United States LTD Global, LLC Full time

    We are seeking a highly skilled Accountant to join our team at LTD Global, LLC. As a key member of our accounting team, you will be responsible for managing accounts, communicating with clients, and working collaboratively with our accounting team.Key Responsibilities:Manage day-to-day operations with team members, ensuring seamless communication and...

  • Merrill Financial Solutions Advisor

    2 weeks ago

    Pleasanton, California, United States Bank of America Full time

    About the RoleMerrill Financial Solutions Advisors play a critical role in helping high-net-worth clients achieve their financial goals. As a key member of our team, you will be responsible for building relationships with clients, identifying their needs, and developing tailored investment strategies to meet their objectives.Key ResponsibilitiesProvide...

  • Asset Protection Specialist

    1 month ago

    Pleasanton, California, United States Gap Inc. Full time

    About the RoleWe are seeking a highly skilled and experienced Asset Protection Generalist to join our team at Gap Inc. In this role, you will embody our company values by protecting our people, assets, and brands. You will work in a fast-paced environment focused on creating a safe and secure environment for our employees, teams, and customers.Key...

  • Oracle Fusion Financials Implementation Specialist

    2 weeks ago

    Pleasanton, California, United States Veear Full time

    Key Accountabilities/ActivitiesCandidate should have completed at least one end-to-end Oracle Fusion Financials implementation and possess knowledge of General Ledger (GL), Accounts Payable (AP), Accounts Receivable (AR), Fixed Assets (FA), and Cash Management (CM) modules.Technical RequirementsMinimum of 6+ years of experience in multiple end-to-end...

  • Security Operations Lead

    7 days ago

    Pleasanton, California, United States Gap Inc. Full time

    Job Title: Security Operations Lead - Asset ProtectionOverviewAbout Gap Inc.Gap Inc. is a leading global retailer committed to delivering fashion for all. As a Security Operations Lead - Asset Protection, you will be an integral part of our team, responsible for protecting our people, assets, and brands. In this role, you will work in an energized,...

  • Non-Profit Financial Manager

    3 weeks ago

    Pleasanton, California, United States LTD Global Full time

    Job OpportunityWe are seeking a skilled accounting professional to support the financial needs of our organization. The ideal candidate will have experience working in non-profit organizations and possess strong technical skills in QuickBooks and Excel.Key Responsibilities:Manage accounting functions, including payroll processing for a large number of...

  • Financial Planning Manager

    4 weeks ago

    Pleasanton, California, United States The Clorox Company Full time

    Job Title: Financial Planning ManagerClorox is a leading consumer goods company committed to growth and innovation. We're seeking a highly skilled Financial Planning Manager to join our team.Job Summary:The Financial Planning Manager will lead the company's planning processes, including IR outlook, quarterly/annual forecast, and long-range planning. This...

  • Merrill Financial Solutions Advisor

    2 weeks ago

    Pleasanton, California, United States Bank of America Full time

    Job Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Our team of experienced financial advisors provides personalized advice and guidance to help clients achieve their financial goals.Key Responsibilities:Provide tailored and...

  • Financial Record Manager

    2 weeks ago

    Pleasanton, California, United States PrideStaff Full time

    Job Title: BookkeeperPrideStaff Financial is seeking an experienced Bookkeeper to maintain accurate and up-to-date financial records for our clients. The ideal candidate will work closely with the accounting team to create and analyze financial reports, ensure compliance with legal requirements, and process accounts payable and receivable, payroll, and...

  • Asset Protection Specialist

    2 weeks ago

    Pleasanton, California, United States Gap Inc. Full time

    About the RoleIn this critical position, you will embody our company's values by protecting our people, assets, and brands. You will work in a fast-paced environment focused on creating a safe environment for our employees, teams, and customers, which is essential to driving our brand power, customer relationships, and commitment to team and values.Key...

Financial Asset Manager

2 months ago

Pleasanton, California, United States Veeva Systems Full time

About the Role

Veeva Systems is seeking a highly skilled Treasury Investment Manager to join our team. As a key member of our finance department, you will be responsible for managing our investment portfolio and ensuring that our corporate cash is invested in a way that optimizes returns and preserves principle.

Key Responsibilities

  • Implement and manage a portfolio of fixed income securities, including treasuries and other investment-grade instruments.
  • Oversee compliance with Veeva's investment policy, portfolio risk, and liquidity profile, ensuring that our investments align with our corporate objectives.
  • Assess, monitor, and benchmark the performance of external investment managers, identifying areas for improvement and making recommendations for optimization.
  • Create a detailed interest income forecast, taking into account market trends and economic conditions.
  • Develop and maintain a risk dashboard for our cash and investments, providing regular updates to senior management.
  • Recommend investment strategies that align with our company's risk tolerance and financial goals, taking into account market volatility and other external factors.
  • Provide support for other treasury functions, including cash management, foreign exchange, and banking operations.
  • Participate in ad-hoc projects, such as capital market analysis, treasury system implementation, and automation initiatives.

Requirements

  • Proven experience in trading fixed income securities, with a strong understanding of investment and risk management principles.
  • At least 6 years of experience in corporate treasury, capital markets, or a related field, with a Master's degree in Finance or a CFA designation.
  • Alternatively, 8 years of experience in a related field with a Bachelor's degree in Business, Finance, or a related field.
  • Strong technical and communication skills, with the ability to create financial models and assess risks.
  • Ability to work collaboratively as part of a team, with a strong desire to contribute to the success of Veeva Systems.

Nice to Have

  • Advanced degree or CFA designation.
  • Experience with Bloomberg or similar financial software.

Perks & Benefits

  • Medical, dental, vision, and basic life insurance.
  • Flexible PTO and company-paid holidays.
  • Retirement programs.
  • 1% charitable giving program.

Compensation

  • Base pay: $120,000 - $200,000.
  • The salary range listed here has been provided to comply with local regulations and represents a potential base salary range for this role. Please note that actual salaries may vary within the range above or below, depending on experience and location. We look at compensation for each individual and base our offer on your unique qualifications, experience, and expected contributions. This position may also be eligible for other types of compensation in addition to base salary, such as variable bonus and/or stock bonus.