13 Senior Management Roles jobs in Anaheim
Auto Strategic Planning Analyst
Posted today
Job Viewed
Job Description
What Makes a Honda, is Who makes a Honda
Honda has a clear vision for the future, and it’s a joyful one. We are looking for individuals with the skills, courage, persistence, and dreams that will help us reach our future-focused goals. At our core is innovation. Honda is constantly innovating and developing solutions to drive our business with record success. We strive to be a company that serves as a source of “power” that supports people around the world who are trying to do things based on their own initiative and that helps people expand their own potential. To this end, Honda strives to realize “the joy and freedom of mobility” by developing new technologies and an innovative approach to achieve a “zero environmental footprint.”
We are looking for qualified individuals with diverse backgrounds, experiences, continuous improvement values, and a strong work ethic to join our team.
If your goals and values align with Honda’s, we want you to join our team to Bring the Future!
Job Purpose:
- The Business and Product Planning Division sets the product requirements for the next generation lineup of models, guiding the design and engineering teams through the early development phases to achieve a winning vehicle.
- Developing the future product requirements needs a highly capable, highly knowledgeable, and highly engaged team. The team will focus on analyzing future society and customer trends that will affect future mobility.
- The Data Analyst will support the long-term strategy creation led by the Principal Economist. Activities include market analysis, customer research, segmentation of customers and target creation.
- This position requires high level collaboration between Auto Development Center (ADC), American Honda Motor (AHM), American Honda Motor Research and Development (AHM R&D), Honda Development & Manufacturing of America (HDMA), 4MOC and 4ji to align future customers, products, and strategies
Key Accountabilities:
- Data Analysis – Ability to analyze large data sets and develop key insights from the data that is relevant to identification of the target customers. Ability to translate data / key insights into narratives / reports targeted to engineers, designers and analysts with oversight.
- Research – Ability to research market and consumers, developing key insights that are relevant to the problems and determining ways to attack the market. Supports research projects including desk research, focus groups or clinics or on-line quantitative surveys. Can advise on creative matters to ensure the final product output matches the original intention and targets.
- Sensing - Maintains a thorough understanding of the automotive market, consumers, consumer preferences and company strategy, that is relevant to our current plans.
- Support corporate objectives with critical information for how to compete in the future. Supports long-term department vision and department goals to achieve Division targets
Qualifications, Experience and Skills:
Minimum Educational Qualifications :
- 4-year college degree is required, ideally with a major in business, marketing, economics or related field
- MBA is a plus
Minimum Experience:
- Ideal candidate would have 0-2 years of experience doing analysis, ideally with an automotive Original Equipment Manufacturer (OEM)
- Experience in the area of product planning, product development or brand management is preferred.
Other Job-Specific Skills:
- Awareness of the automotive industry, products and technology
- Possess critical thinking, business judgement, analytical and presentation skills
- Understanding of macroeconomic factors that impact the industry
- Proficiency with Microsoft Office is required, especially PowerPoint and Excel.
- Ability to demonstrate ideation/concept generation in a fast-paced environment
- Consumer research and analysis skills, including statistical analysis skills
- Ability to become proficient with planning tools such as MTAB, PIN, etc
Working Conditions:
- Likely travel to other Honda and non-Honda regional and international sites as needed.
- Commitment to work necessary work hours to achieve all responsibilities, including overtime and operating periodically at early and late day hours
What differentiates Honda and make us an employer of choice?
Total Rewards:
- Competitive Base Salary (pay will be based on several variables that include, but not limited to geographic location, work experience, etc.)
- Paid Overtime
- Regional Bonus (when applicable)
- Industry-leading Benefit Plans (Medical, Dental, Vision, Rx)
- Paid time off, including vacation, holidays, shutdown
- Company Paid Short-Term and Long-Term Disability
- 401K Plan with company match + additional contribution
- Relocation assistance (if eligible)
Career Growth:
- Advancement Opportunities
- Career Mobility
- Education Reimbursement for Continued Learning
- Training and Development Programs
Additional Offerings:
- Tuition Assistance & Student Loan Repayment
- Lifestyle Account
- Childcare Reimbursement Account
- Elder Care Support
- Wellbeing Program
- Community Service and Engagement Programs
- Product Programs
- Free Drinks Onsite
Honda is an equal opportunity employer and considers qualified applicants for employment without regard to race, color, creed, religion, national origin, sex, sexual orientation, gender identity and expression, age, disability, veteran status, or any other protected factor.
Director of Strategic Planning
Posted 3 days ago
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Job Description
Job Description
- -Establish vision and strategic direction for each business sector
- -Conduct market research and analysis for business planning and strategy
- -Forecast market trends and manage risks based on economic, industrial, and consumer insights
- -Derive product differentiation strategies through industry and competitive analysis, benchmarking, and MI/CI
- -Identify new business opportunities through global and local market analysis
- -Develop new business ideas, business model establishment, feasibility analysis, and execution strategies
- -Discover and execute brand collaborations/investments that align with group portfolio and expansion strategy
- -Collaborate with headquarters and subsidiaries to drive global business expansion
- - Minimum 10 years of experience in business planning and strategic planning in the global FMCG industry
- -Experience in new business development, business model establishment, feasibility analysis, and execution
- -Expertise in global brand marketing and consumer behavior research
- -Strong ability to collaborate with diverse organizations and communicate effectively
- -Fluency in English or Korean to collaborate with HQ (Korea) and regional stakeholders
- Preferred Qualifications:
- -Experience utilizing data analysis tools such as Excel, SQL, Python, R (including Tableau, Power BI)
- -Experience in CRM data analysis and market research
- -Additional foreign language proficiency preferred
- Health/Dental/Life 100% covered
- Salary: DOE
- 401K
Apply online or feel free to contact us directly for more information about the opportunity. Due to the high volume of applicant, we regret to inform that only shortlisted candidates will be notified. Thank you for your understanding.
VP, Financial Analysis & Strategic Planning
Posted 3 days ago
Job Viewed
Job Description
The Vice President, Financial Analysis and Strategic Planning is responsible for the company's financial and strategic planning covering both Corporate and Operations finance. This position works with leaders within FAST as well as in Operations and other departments to generate financial and operating insights as the basis for decision-making, financial improvement opportunities, and enhancement of the business. The Vice President, Financial Analysis & Strategic Planning leads a team of managers and professionals, coaching and developing associates to elevate their performance.
You'll get a chance to:
- Leads the company's financial planning by taking a forward-looking perspective to the company's financial situation on a global basis. Oversees all financial analysis related to improving the company's financial performance. Develops future Finance strategies and processes in collaboration with CFO. Integrates Finance services and support across FAST and with other departments (Ops, RD, etc.) providing effective customer service. Promotes effective flow of communication related to financial planning across the company.
- Updates the five-year strategic plan on a semi-annual basis. Develops growth plans based on assumptions and metrics
- Leads the Financial Planning and Strategy team (Corporate and Operations Finance, Analytics and Strategy) by managing, coaching, and developing associates, including managers and professionals. Responsible for hiring and retaining staff and developing and elevating associate performance to support the company's growth strategies
- Responsible for Corporate Finance, leading the company's AOP and budgeting process, responsive to changing needs and to the company's evolution and growth. Provides financial modeling and analysis to senior leaders to support their decision making related to achieving the company's growth goals and targets. Oversees the Corporate Finance team's preparation of current and two year financial forecasts and reporting in support of senior leadership's decision making. Uses analytical tools to create dashboards and analyses to support decision making
- Responsible for Operations Finance, working with Operations leadership to provide financial analysis that drives operating efficiencies and sales growth. Oversees the Operations Finance team's preparation of financial reports on Operations results on a periodic basis. Works with Operations Finance to communicate business results on a Zone, Region, and Area basis and provide recommendations for operational efficiencies and business enhancement. Oversees analysis related to the economic impact of initiatives undertaken by Operations (e.g., opening new stores) and provides operational insights derived from the analysis. Works with Operations Finance team to train and coach Operators to enhance their financial skills, as well as in identifying and delivering financial improvements to the restaurants
- Leads or participates in the formulation and implementation of strategic business initiatives and contributes to the strategic planning process. Address discrete business problems and challenges thought processes when appropriate
- Conducts research on key competitors and compares the company's market position to its competitors. Researches competitors' customer satisfaction, sales, market penetration and growth. Monitors and interprets current industry trends
- Leads major company-wide, cross-functional projects with significant impact on the company's future when appropriate.
- Hybrid Work schedule
- 401K with company match
- Yearly bonus opportunity*
- Full medical, dental, and vision insurance *
- On-site fitness center, biometric screen, and flu shot clinic
- Discounts at Panda restaurants, theme parks, and gym memberships
- Paid time off starting at 15 days with 7 federal holidays*
- Continuous education assistance and scholarships*
- Income protection including Disability, Life and AD&D insurance*
- Bereavement leave*
Your background and experience:
- Bachelor's degree in Finance and MBA required
- Minimum fifteen years of finance experience, preferably in a multi-state, multi-entity retail/hospitality environment with increasing management responsibility
- Successful completion of initial and periodically required trainings.
- Obtaining a valid Food Handler's Card within 30 days of employment is a requirement of this position.
Pay Range: E1: $242,500 - $384,000 / Annual
#LI-Hybrid
Panda Strong since 1983:
Founded in Glendale, California, we are now the largest family-owned American Chinese Restaurant concept in America. With close to 2,300 locations globally, we continue our mission of delivering exceptional Asian dining experiences by building an organization where people are inspired to better their lives. Whether it's impacting our team or the communities we work in, we're proud to be an organization that embraces family values.
You're wanted here:
We value diversity in all forms and know the strength it brings. Workplace equality allows for creative ideas to bloom, diverse points of view to be heard, and improves overall happiness. We like the sound of that.
Panda Restaurant Group, Inc. is an Equal Opportunity Employer and is committed to providing equal opportunity, and does not discriminate on the basis of any characteristic protected by law, including but not limited to sex/gender (including pregnancy, childbirth, lactation and related conditions), gender expression, race, color, religion, national origin, sexual orientation, gender identity, disability, age, ancestry, medical condition, genetic information, marital status, and veteran status. Additionally, Panda Restaurant Group, Inc. complies with all federal, state, and local laws regarding requests for workplace accommodations. If there is a reason you believe you require an accommodation, please reach out to our accommodation team vie email at
Sr. Financial Analyst - Strategic Planning & Analysis
Posted 9 days ago
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Job Description
Sr. Financial Analyst - Strategic Planning & Analysis Join to apply for the Sr. Financial Analyst - Strategic Planning & Analysis role at Irvine Company Sr. Financial Analyst - Strategic Planning & Analysis Join to apply for the Sr. Financial Analyst - Strategic Planning & Analysis role at Irvine Company Get AI-powered advice on this job and more exclusive features. This range is provided by Irvine Company. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range $96,200.00/yr - $22,400.00/yr Direct message the job poster from Irvine Company Sr. Talent Advisor | Irvine Company | Recruiting Position Summary: The Strategic Planning & Analysis group (“SP&A”) is responsible for financial planning, analysis, and research in support of the development, acquisition, and operating activities of the Irvine Company. Within the SP&A group, the Corporate Financial Planning team coordinates the budgeting and forecasting process for all of the Company’s business lines. They are also responsible for enterprise-wide analytics (cash availability, capital allocation planning, financial ratios, scenario analysis, etc.), executive reporting, and business intelligence initiatives. Job Duties: The Senior Analyst of Corporate Financial Planning will provide analytical support with specific responsibilities as follows: Support the financial planning, analysis, and information management activities of the Company, including collaboration with the real estate divisions (Apartments, Office, Retail, Corporate Business Properties, Community Development) and corporate back office groups (accounting, tax, legal, etc.) Assist in completion of the quarterly forecasts, annual budgeting processes, operating plan variance analyses, and special projects Enterprise-level consolidation of financial projections for executive reporting, presentations, and analysis Heavy exposure to the corporate consolidation model, including weekly cash forecasting, financial ratio projections, downside scenarios, and sensitivity analysis Prepare presentation materials and supplemental exhibits / analyses for the senior management team to deliver in quarterly Board of Directors meetings. Develop financial models and analyses to support strategic initiatives Assist on reporting and process improvement initiatives that may include software implementation and business intelligence platform development Other duties as assigned. Minimum Qualifications / Other Expectations: Strong Academic Background. Bachelor’s degree in finance, accounting, economics, or related field. Coursework in financial statement preparation and analysis and data analytics a plus. Proven Analytic Capabilities. Minimum two years of experience within corporate finance, financial accounting, investment banking, consulting, or commercial real estate. Strong understanding of financial statement analysis, accounting, and corporate finance concepts required. Must have excellent Microsoft Excel and data modeling skills; knowledge of database structures a plus. Superior Communication Skills. This position will be expected to interact in a professional environment with individuals at all levels of the organization. The ideal candidate will be able to develop credibility across the Company through both quality of work product and interpersonal interaction. Self-Motivated Work Style. Must be comfortable taking the initiative to learn and own work product and process. This position requires being highly organized and sharing the Company’s passion for attention to detail. Expectations include the highest standards of accuracy, ability to think creatively, and a willingness to embrace change and ambiguity. Team-Oriented. Analytic functional groups at Irvine Company are lean teams that rely on all members to both own their area of expertise and contribute on new projects as needed. Must possess a willingness to roll-up sleeves and work with team members in a hands-on capacity, and to contribute positively to a collaborative culture. Compensation: Base Pay Range: $96,200.00 - 122,400.00 Seniority level Seniority level Associate Employment type Employment type Full-time Job function Job function Finance Referrals increase your chances of interviewing at Irvine Company by 2x Inferred from the description for this job Medical insurance Vision insurance 401(k) Get notified about new Financial Planning Analyst jobs in Newport Beach, CA . 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Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr
Executive Director Case Management
Posted 5 days ago
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Job Description
** Internal Workers - Please log into your Workday account to apply **
Huntington Hospital Employee Login
Compensation Range:
Anticipated compensation range of $216,938.00 - $265,749.00 / Year depending on qualifications and experience.
Department:
875100 Case Management
Expectations:
The Executive Director, Case Management is responsible for overseeing the Case Management department. This role provides direct supervision to department managers. The Executive Director is tasked with driving continuous improvement of hospital systems, ensuring patients have timely access to the most appropriate, safe, and patient-centered care across the continuum. The Executive Director aligns departmental activities with the hospital's strategic goals, using evidence-based care coordination strategies to refine processes and optimize resource allocation. This position requires flexibility in hours and a strong commitment to enhancing patient outcomes through efficient care coordination.
EDUCATION:
Required:
Bachelor's degree in Nursing.
Preferred:
Master's Degree in Business Administration, Healthcare Administration, Public Health or equivalent
Accredited or certification of Case Manager (ACM/CCM)
EXPERIENCE/TRAINING:
Minimum 5 years of management experience in case management within a hospital setting is required.
LICENSES/CERTIFICATIONS:
Required:
Current unrestricted Registered Nurse (RN) license issued by California Board of Registered Nursing (BRN)
Worker Type:
Regular
Full time
Shift:
Days
Executive Director, Facilities & Asset Management
Posted 17 days ago
Job Viewed
Job Description
Reporting to the Chief Finance Officer in a multi-faceted academic and administration setting, this role is responsible for facilities planning, construction, and space utilization programs. The position involves planning, project management, budgeting, procurement, and coordination with campus executives.
Additionally, the position is responsible for procurement and vendor management, planning, and operations for all locations, including supply, inventory, distribution, receiving, warehousing, packaging, shipping, transportation, and related operations. It oversees OSHA, fire, and safety programs for each campus, ensuring compliance with all government regulations and environmental, health, and security standards.
The role involves working on new campus locations and significant tenant improvements, including collaborating with vendors to complete these improvements. It is responsible for developing strategic goals and objectives for the company and negotiating and implementing contracts, acquisitions, and programs to support these goals. Furthermore, the position includes planning and research for new services, new facilities, and new markets for expansion and growth.
Essential functions and Responsibilities: (Every effort has been made to identify the essential functions of this position. However, it in no way states or implies that these are the only duties you will be required to perform. The omission of specific statements of duties does not exclude them from the position if the work is similar, related, or is an essential function of the position.)
- Plans, directs and manages the day-to-day operation of facilities including oversight of property management relationship and staff.
- Develops departmental plans, sets goals, and implements procedures to enhance productivity and customer service.
- Manages lease contracts and real estate matters.
- Ensures facility projects meet timelines, budget targets, and comply with corporate, industry, building, and city standards.
- Liaises with project management, architectural and construction contractors on campus design, budgets, contracts, and construction management issues.
- Ensures design and execution of facility projects and meets marketing image and business requirements of the company relating to operations and maintenance, real estate, project planning and management, communication, finance, quality assessment, facility function, technology integration, and management of human and environmental factors.
- Develops a system for measuring and identifying trends, patterns and impacts of facility utilization, and works with Campus Directors to maximize usage.
- Directs facility resources of the company as a critical component in accomplishing business goals and as a major contributing factor to customer satisfaction.
- Develops strategies for and coordinates the implementation of commissioning the campus buildings, telecommunications, information technology, transportation, security, and managing environmental impacts.
- Develops and implements long-term operational and maintenance strategies and policies for the buildings.
- Identifies the needs for off-campus facilities and participates in the planning and renovation of temporary facilities.
- Directs and manages the day-to-day operation of the company's procurement function such as supply, inventory, and distribution, receiving, warehousing, packaging, shipping, transportation, and related operations.
- Develops and implements procedures, policies and practices to purchase goods and services in a timely and efficient manner.
- Researches, interviews, and negotiates with supplier to obtain highly competitive pricing and service specifications including RFP solicitation and evaluation.
- Prepares, analyzes, negotiates, and reviews contracts related to the purchase or sale of equipment, materials, supplies, products, or services.
- Manages ongoing vendor relationships.
- Ensures uniformity of company standards in vendor contracts and agreements.
- Plans, directs and manages companywide OSHA, fire, safety and training programs.
- Coordinates safety programs with campus coordinators to ensure compliance with regulations and standards.
- Continually monitors each location to ensure they remain safe, secure, and well-maintained.
- Coordinates and ensures biohazard waste disposal management and vendor selection.
- Travels between different locations to monitor the work of maintenance, grounds, and custodial staffs.
- Directs the design, planning, and implementation of strategic corporate projects to promote organizational effectiveness.
- Reviews corporate projects and proposals to determine costs, timing, funding, staffing requirements and goals that meet company objectives.
- Responsible for assessing new expansion markets and site locations.
- Conducts new product research and development, investigation of emerging product trends and delivery models.
- Develops, plans and coordinates research, trends and parameters of company usage, services utilization, and community needs by analyzing demographic data, conducting surveys and preparing results analysis.
- Serves on planning and policy-making committees and assists with demographic and new business planning.
- Represents the Company externally to media, regulatory agencies, funding agencies, and the general public as appropriate.
- Recruits, trains, supervises, and evaluates department staff; improves retention and morale and performance efficiencies.
- Works closely with Corporate Management staff, attends meetings, provides reports and/or information as needed.
- Participates in professional development and organizations in order to maintain an understanding of current ideas, research and practices, attends meetings, workshops and seminars to enrich personal growth, knowledge and skill in management development.
- Maintains professional appearance for position and serves as a role model, leader and mentor to the campus community.
- Adheres to Company policies and procedures and provides leadership to all staff through guidance and example.
- Conducts job responsibilities in accordance with the standards set out in the Company's Ethics Code of Business Conduct, Corporate Compliance Agreement, its policies and procedures, applicable federal and states laws, and applicable professional standards.
- Maintains regular and timely attendance, reports to work as scheduled and assures time worked and/or time-off is recorded properly.
- Maintains confidentiality of all customers, student, associate, and/or company information as required.
- Exercises care, proper use and maintenance of department equipment and supplies and identifies unsafe conditions and makes appropriate adjustments.
- Maintains order, cleanliness, and safety in the workplace.
- Performs other job duties as assigned.
- Bachelor's degree in engineering, architecture, construction management, business, or related field required.
- Master's degree in engineering, architecture, construction management, business or a related field is preferred.
- Facility Management Professional (FMP) certification a plus.
- Registered architect's certificate, a registered planner's certificate, or a professional engineer's license or equivalent national recognition a plus.
- Current Driver's License.
- A minimum of five to eight years with increasing responsibilities in a multi-faceted, multi-location in master planning, capital projects, facilities, environmental and safety planning and management, and materials, procurement and distribution management.
- Working knowledge of construction purchasing and contracting and experience dealing with engineers, architects, and contractors.
- In-depth understanding of planning and engineering principles related to design, construction, operation and maintenance; and the ability to read and interpret construction and technical drawings, site plans and other visual materials.
- Broad knowledge of project management including budgeting, contractual agreements, procurement, techniques, design process, scheduling and quality assurance procedures.
- Demonstrated experience in managing multiple concurrent construction projects and resources while ensuring high quality, cost-efficient, and effective facilities and services.
- Experience with contract laws, negotiation and change management.
- Experience in strategic planning and execution.
- Knowledge of real estate acquisition and real property management, risk management and insurance, purchasing and materials management.
- Thorough knowledge of office systems and software related to the fields of architecture and facility management, experience with MS Office.
- Knowledge of education/governmental compliance and regulatory standards such as Title IV, ABHES, BPPE, WACS, and other accreditation standards.
Bonus Eligible
Yes
WCU Company Overview
Do you want a career that allows you to make a difference in other people's lives? Discover what it means to truly believe in the work that you do at West Coast University.
At West Coast University, we have the privilege of educating students seeking careers in healthcare and guide them through their transformational journey from student to caregiver. Our associates are united behind that purpose and share a deep commitment to our values of teamwork, collegiality, transparency, and a student-centric approach to all we do. This focus creates an aligned, nimble, and consensus-driven culture that is solution-oriented and supports our associates' professional growth.
WCU EEO Statement
West Coast University is proud to be an equal opportunity employer. We embrace diversity and are dedicated to creating an inclusive environment for all associates.
#HEJ
#LI-MA1
Credit Executive, Global Wealth & Investment Management
Posted 2 days ago
Job Viewed
Job Description
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: The Credit Executive (CE) is a client-facing role responsible for developing new custom credit relationships with strategic wealth clients, driving funded loan balance and revenue growth in a responsible and profitable manner, managing a portfolio of existing credit relationships, and educating Advisors on our credit solutions and risk appetite. Within their targeted geographic territory, the CE leads the credit delivery process from beginning to end by partnering with Advisors, Underwriting, Risk, Product Subject Matter Experts, Portfolio Management, and Servicing & Fulfillment. The CE brings thought leadership and credit expertise to structuring highly customized credit solutions to meet the unique needs of our ultra-high-net-worth clients. Responsibilities: • Leads the growth of funded loans and revenue, while mitigating risks and adhering to regulatory requirements • Develops, deepens, and sustains relationships with market leadership, Advisors, and clients, while building credibility • Creates a client-centric culture by applying in-depth knowledge of clients, timely renewals, and issue resolution, and providing competitive deal structuring while serving as the key point of contact for credit clients • Educates key partners and Advisors on platform capabilities and risk appetite to increase engagement and penetration • Partners and collaborates with Underwriting, Risk, Operations, and Portfolio Management to deliver a seamless client experience • Maintains asset quality within the defined Global Wealth and Investment Management risk appetite limits Skills: • Business Development • Loan Structuring • Negotiation • Prospecting • Relationship Building • Active Listening • Business Acumen • Client Management • Customer and Client Focus • Profitability Analysis • Influence • Pipeline Management • Portfolio Management • Problem Solving • Sales Strategy Required Qualifications: • 10 plus years of commercial credit or wealth management credit experience • Strong oral and written communication skills • Effectively present to Merrill leadership and advisors around Custom Credit • Strong credit skills (commercial / UHNW) • Organized and can handle/prioritize several transactions at the same time • Ability to work well with with underwriting, risk, and other business partners • Find new deals, structure, prepare deal sheets, negotiate, and close complex loan structures • Conduct preliminary analysis to determine viability of of loan opportunities (run ratios, DSC analysis, risk rating estimates, etc. • Manage ongoing loan portfolio (reporting, covenants, etc.) Desired Qualifications: • Ability to structure loans to UHNW clients secured by commercial real estate, securities, artwork, hedge funds, yachts, as well as unsecured loans • BS degree / MBA Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - CA - Los Angeles - 2049 Century Park E - CENTURY CITY MAIN OFFICE (CA9159), US - CA - Newport Beach - 520 Newport Center Dr - Newport Beach 520 Ncd (CA6814), US - CA - San Diego - 701 B ST (CA0816) Pay and benefits information Pay range $125,000.00 - $225,000.00 annualized salary, offers to be determined based on experience, education and skill set. Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company. Benefits This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve. #J-18808-Ljbffr
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Credit Executive, Global Wealth & Investment Management
Posted 2 days ago
Job Viewed
Job Description
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
The Credit Executive (CE) is a client-facing role responsible for developing new custom credit relationships with strategic wealth clients, driving funded loan balance and revenue growth in a responsible and profitable manner, managing a portfolio of existing credit relationships, and educating Advisors on our credit solutions and risk appetite. Within their targeted geographic territory, the CE leads the credit delivery process from beginning to end by partnering with Advisors, Underwriting, Risk, Product Subject Matter Experts, Portfolio Management, and Servicing & Fulfillment. The CE brings thought leadership and credit expertise to structuring highly customized credit solutions to meet the unique needs of our ultra-high-net-worth clients.
Responsibilities:
Leads the growth of funded loans and revenue, while mitigating risks and adhering to regulatory requirements
Develops, deepens, and sustains relationships with market leadership, Advisors, and clients, while building credibility
Creates a client-centric culture by applying in-depth knowledge of clients, timely renewals, and issue resolution, and providing competitive deal structuring while serving as the key point of contact for credit clients
Educates key partners and Advisors on platform capabilities and risk appetite to increase engagement and penetration
Partners and collaborates with Underwriting, Risk, Operations, and Portfolio Management to deliver a seamless client experience
Maintains asset quality within the defined Global Wealth and Investment Management risk appetite limits
Skills:
Business Development
Loan Structuring
Negotiation
Prospecting
Relationship Building
Active Listening
Business Acumen
Client Management
Customer and Client Focus
Profitability Analysis
Influence
Pipeline Management
Portfolio Management
Problem Solving
Sales Strategy
Required Qualifications:
10 plus years of commercial credit or wealth management credit experience
Strong oral and written communication skills
Effectively present to Merrill leadership and advisors around Custom Credit
Strong credit skills (commercial / UHNW)
Organized and can handle/prioritize several transactions at the same time
Ability to work well with with underwriting, risk, and other business partners
Find new deals, structure, prepare deal sheets, negotiate, and close complex loan structures
Conduct preliminary analysis to determine viability of of loan opportunities (run ratios, DSC analysis, risk rating estimates, etc.
Manage ongoing loan portfolio (reporting, covenants, etc.)
Desired Qualifications:
Ability to structure loans to UHNW clients secured by commercial real estate, securities, artwork, hedge funds, yachts, as well as unsecured loans
BS degree / MBA
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - CA - Los Angeles - 2049 Century Park E - CENTURY CITY MAIN OFFICE (CA9159), US - CA - Newport Beach - 520 Newport Center Dr - Newport Beach 520 Ncd (CA6814), US - CA - San Diego - 701 B ST (CA0816)
Pay and benefits information
Pay range
$125,000.00 - $250,000.00 annualized salary, offers to be determined based on experience, education and skill set.
Discretionary incentive eligible
This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.
Benefits
This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
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Senior Solution Sales Executive - Finance & Spend Management - Regulated Industries
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Job Description
Senior Solution Sales Executive - Finance & Spend Management - Regulated Industries At SAP, we enable you to bring out your best. Our company culture is focused on collaboration and a shared passion to help the world run better. We offer a highly collaborative, caring team environment with a strong focus on learning and development, recognition for your individual contributions, and a variety of benefit options for you to choose from. Check all associated application documentation thoroughly before clicking on the apply button at the bottom of this description. Job Title : Senior Solution Sales Executive - Finance & Spend Management - Regulated Industries What you'll do: The Solution Sales Executive (SSE) partners with the end-to-end account owner to drive solution specific sales motions with a dedicated focus on SAP's Procurement and oCFO products. The candidate should have relevant domain expertise to solve customer business challenges commonly faced by CFOs and Chief Procurement Officers. * Generate demand, manage pipeline, and close opportunities * Develop opportunity plans containing compelling solution value propositions * Conduct White Space analysis to identify growth opportunities * Work with wider account team on sales campaigns * Manage customer relationships at the solution area/buying center level * Progress opportunities for move to cloud/expand footprint primarily for accounts which are new to the solution area * Utilize deep knowledge of how companies operate, business models, strategies, and end-to-end business processes * Stay informed about SAP's competition and value drivers * Leverage SAP's comprehensive team of experts and industry knowledge to effectively address customer needs * Build customer participation in relevant SAP communities, programs, and events * Facilitate collaboration with the partner ecosystem What you bring: * Experience in sales of business software/IT solutions with proven track record of overachievement of quota * Broad understanding of the SAP solution portfolio and the business processes it enables * Established relationships with account teams and relevant market unit leaders * Demonstrated success with large transactions and challenging sales pursuits * Experience driving net new sales of subscription or perpetual license-based solutions * Knowledge of the State & Local Government, Higher Education, Healthcare, and/or Utilities industry and their regulatory environment * Excellent verbal and written communication skills * Results-driven and strategic thinker with a high degree of creativity and innovation * Strong commercial/deal support skills, especially subscription-based * Experience selling to Procurement and/or Finance is desirable. Bring out your best SAP innovations help more than four hundred thousand customers worldwide work together more efficiently and use business insight more effectively. SAP has evolved to become a market leader in end-to-end business application software and related services. At SAP, you can bring out your best. We win with inclusion SAP's culture of inclusion, focus on health and well-being, and flexible working models help ensure that everyone feels included and can run at their best. SAP is proud to be an equal opportunity workplace and is an affirmative action employer. Compensation Range Transparency : SAP believes the value of pay transparency contributes towards an honest and supportive culture. The targeted combined range for this position is 186,600 - 397,300 USD. The actual amount to be offered to the successful candidate will be within that range, dependent upon the key aspects of each case. Requisition ID: 417472 | Work Area: Sales | Expected Travel: 0 - 50% | Career Status: Professional | Employment Type: Regular Full Time | Additional Locations: #LI-Hybrid #J-18808-Ljbffr
Senior Solution Sales Executive - Finance & Spend Management - Regulated Industries

Posted today
Job Viewed
Job Description
At SAP, we enable you to bring out your best. Our company culture is focused on collaboration and a shared passion to help the world run better. How? We focus every day on building the foundation for tomorrow and creating a workplace that embraces differences, values flexibility, and is aligned to our purpose-driven and future-focused work. We offer a highly collaborative, caring team environment with a strong focus on learning and development, recognition for your individual contributions, and a variety of benefit options for you to choose from.
**Job Title** : Senior Solution Sales Executive - Finance & Spend Management - Regulated Industries
**What you'll do:**
The Solution Sales Executive (SSE) partners with the end-to-end account owner to drive solution specific sales motions with a dedicated focus on SAP's Procurement and oCFO products. The candidate should have relevant domain expertise to solve customer business challenges commonly faced by CFOs and Chief Procurement Officers. The ideal candidate will have experience formulating and presenting a Point of View to Finance and Procurement stakeholders; use all available resources to solve customer problems that relate to SAP's oCFO and Procurement solutions (Finance, Spend and Supplier Management, Working Capital Management, GRC, and QTC Solutions). The sales territory may be focused on any of the following industries: State & Local Government, Higher Education, Healthcare, and Utilities.
**What You Will Do:**
+ Generate demand, manage pipeline, and close opportunities
+ Develop opportunity plans containing compelling solution value propositions
+ Conduct White Space analysis to identify growth opportunities
+ Work with wider account team on sales campaigns
+ Manage customer relationships at the solution area/buying center level
+ Progress opportunities for move to cloud/expand footprint primarily for accounts which are new to the solution area
+ Utilize deep knowledge of how companies operate, business models, strategies, and end-to-end business processes
+ Stay informed about SAP's competition and value drivers
+ Leverage SAP's comprehensive team of experts and industry knowledge to effectively address customer needs
+ Build customer participation in relevant SAP communities, programs, and events
+ Facilitate collaboration with the partner ecosystem
**What you bring:**
+ Experience in sales of business software/IT solutions with proven track record of overachievement of quota
+ Broad understanding of the SAP solution portfolio and the business processes it enables to drive customer value conversations
+ Established relationships with account teams, Customer Business Office (CBO) teams, and relevant market unit leaders
+ Alignment with product/solution management teams and marketing organizations a plus
+ Demonstrated success with large transactions and challenging sales pursuits
+ Proven contractual negotiation skills
+ Experience driving net new sales of subscription or perpetual license-based solutions
+ Knowledge of the State & Local Government, Higher Education, Healthcare, and/or Utilities industry and their regulatory environment
+ Excellent verbal and written communication skills
+ Results-driven and strategic thinker with a high degree of creativity and innovation
+ Excellent executive presence
+ Strong commercial/deal support skills, especially subscription-based
+ Experience selling to Procurement and/or Finance is desirable.
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**We win with inclusion**
SAP's culture of inclusion, focus on health and well-being, and flexible working models help ensure that everyone - regardless of background - feels included and can run at their best. At SAP, we believe we are made stronger by the unique capabilities and qualities that each person brings to our company, and we invest in our employees to inspire confidence and help everyone realize their full potential. We ultimately believe in unleashing all talent and creating a better world.
SAP is committed to the values of Equal Employment Opportunity and provides accessibility accommodations to applicants with physical and/or mental disabilities. 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:
For SAP employees: Only permanent roles are eligible for the SAP Employee Referral Program, according to the eligibility rules set in the SAP Referral Policy. Specific conditions may apply for roles in Vocational Training.
Qualified applicants will receive consideration for employment without regard to their age, race, religion, national origin, ethnicity, age, gender (including pregnancy, childbirth, et al), sexual orientation, gender identity or expression, protected veteran status, or disability, in compliance with applicable federal, state, and local legal requirements.
**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. SAP provides the annualized compensation range inclusive of base salary and variable incentive target for the career level applicable to the posted role. The targeted combined range for this position is 186,600 - 397,300 USD. The actual amount to be offered to the successful candidate will be within that range, dependent upon the key aspects of each case which may include education, skills, experience, scope of the role, location, etc. as determined through the selection process. Any SAP variable incentive includes a targeted dollar amount and any actual payout amount is dependent on company and personal performance. Please reference this link for a summary of SAP benefits and eligibility requirements: SAP North America Benefits ( .
Requisition ID: 417472 | Work Area:Sales | Expected Travel: 0 - 50% | Career Status: Professional | Employment Type: Regular Full Time | Additional Locations: #LI-Hybrid