- UMB Bank (Dallas, TX)
- …this size. The objective of the group is to earn the title of trusted advisor and help these companies grow and prosper in our community. As the **Business Banking ... which includes note renewals, reviewing & detailed analysis of current financial statements & collateral valuations, credit analysis, cash flow analysis, delinquency… more
- Dorsey & Whitney LLP (Dallas, TX)
- …companies worldwide across a diverse range of industries, including banking & financial institutions; development & infrastructure; energy & natural resources; ... excellent depth and a history of achieving client success: - Banking and Financial Institutions - Development and Infrastructure - Energy & Natural Resources… more
- Dorsey & Whitney LLP (Dallas, TX)
- …companies worldwide across a diverse range of industries, including banking & financial institutions; development & infrastructure; energy & natural resources; ... excellent depth and a history of achieving client success: - Banking and Financial Institutions - Development and Infrastructure - Energy & Natural Resources… more
- PNC (Dallas, TX)
- …practices * Disciplined, organized and able to drive execution of a large program /strategic initiative * Trusted advisor with the ability to operate, influence, ... educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides… more
- CBRE (Dallas, TX)
- …Provide consultative advisory services to clients, aiming to become a trusted advisor in HUD multifamily finance. + Collaborate closely with CBRE professionals ... finance group. + Manage staffing, performance evaluations, and career development , including recruitment, advancement, and corrective actions. + Coach and… more
- Deloitte (Houston, TX)
- …+ PMP (Project Management Certification) + Contract & Commercial Management (CCM) Certification Program + Certified Financial Analyst (CFA) + PMI Agile Certified ... overall. Maintain relationships and serve clients holistically. + People Development : Participate in the development of team...planning, while also positioning tax as a strategic business advisor for the digital era. We specialize in tax… more
- Sysco (Houston, TX)
- …prioritization, and operational efficiency across the organization. Acting as a trusted advisor and integrator, this position ensures that the VP's vision and ... materials are high quality, and outcomes are actionable. 4 . Cross-Functional Program Execution - Lead or support the execution of team-wide technology initiatives,… more
- PennyMac (Carrollton, TX)
- PENNYMAC Pennymac (NYSE: PFSI) is a specialty financial services firm with a comprehensive mortgage platform and integrated business focused on the production and ... Mortgage Loan Officer is to serve as a trusted financial consultant, engaging existing customers in our $700B+ serviced...advice and product solutions: + Serve as a trusted advisor : Build rapport, evaluate customer needs and take a… more
- NexTec Group (TX)
- Role Description Mission: A Senior X3 Financial Consultant will participate in and/or lead the financial areas of Sage X3 projects while continuing to expand ... Sage X3 focus areas (finance, distribution, or manufacturing). + Continuous development of soft consulting skills. Responsibilities + Participating in requirements… more
- Capital One (Plano, TX)
- …are committed to helping customers leverage our tools to lower the stress of financial management and increase the profitability of the bottom line. We aspire to ... become a trusted advisor , an informed teacher, and a concierge to guide...geographic market and is responsible for achieving revenue and financial objectives for their markets. **Job responsibilities include but… more