• Manager, Corporate Development

    Caterpillar, Inc. (Irving, TX)
    …and PowerPoint skills. + Advanced education or certifications including: MBA, CPA, CFA , CMA. + Experience in financial modeling and analysis techniques, including ... discounted cash flow (DCF) analysis, operating models, merger models, leveraged buyout models and comparable transaction and company analysis. + Demonstrated leadership, strategic thinking, initiative, interpersonal skills and the ability to communicate… more
    Caterpillar, Inc. (01/09/26)
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  • Financial Analyst

    Insight Global (Dallas, TX)
    …Strong experience with Excel ○ Vlookups, Piot Tables, Strong analytical skills are vital * CFA , CPA or CFP certs * Degree in Accounting or Finance or Economics * Big ... 4 accounting firms ( Deloitte, PWC, KPMG, EY) * Series 65 - they will need to be willing to work towards this if they don't already have it Addepar or Wealthscape (Financial software) more
    Insight Global (01/08/26)
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  • Director Finance - SME/HTS ISC Finance

    Honeywell (Houston, TX)
    …certifications such as Certified Public Accountant (CPA) or Chartered Financial Analyst ( CFA ) are highly valued. + Continuous improvement mindset to always challenge ... the way things have been done, bring new efficiencies and evolve processes + Strategic thinking and a proven ability to drive financial initiatives. + Outstanding communication and interpersonal abilities. + A deep commitment to the company's mission and… more
    Honeywell (01/08/26)
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  • Financial Planning & Analysis Manager

    Robert Half Finance & Accounting (Lewisville, TX)
    …improvement. Requirements: * Bachelor's degree in Accounting or Finance required. MBA or CFA is a plus, but not required. * 4-5+ years of progressive finance ... experience in a corporate environment. * Strong financial modeling skills in Excel; advanced formulas helpful, but not required. * Skilled in creating and delivering presentations in PowerPoint. * Experience partnering cross-functionally with operations and… more
    Robert Half Finance & Accounting (01/07/26)
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  • Senior Manager, Commodity Risk Mgmt

    WM (Houston, TX)
    …Engineering, or a quantitative discipline. Advanced degree or certifications (eg, CFA , FRM, ERP) preferred. **Preferred** + Experience in both physical and ... financial commodity trading or corporate procurement environments. + Proven ability to build or scale a risk function within a trading or asset-intensive environment. + Strong interpersonal and communication skills to influence cross-functional stakeholders. +… more
    WM (01/07/26)
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  • Relationship Manager - Private Wealth

    CIBC (Austin, TX)
    …You hold a bachelor's degree (required), and advanced certifications such as MBA, CFA , CPA, or CFP are preferred. + **Wealth management expertise:** You bring 8+ ... years of experience in portfolio management, wealth management, personal tax, or financial planning. + **Investment knowledge:** You have a strong understanding of investment products and strategies designed for sophisticated, high-net-worth clients. +… more
    CIBC (01/07/26)
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  • Premier Advisor or Banker - Houston

    Truist (Webster, TX)
    …in rank order): Certified Financial Planner (CFP), Chartered Financial Analyst. ( CFA ), Accredited Asset Management Specialist AAMS(R) , Certified Trust and Financial ... Advisor CTFA(R), Chartered Life Underwriter CLU(R), CRPC(R) - Chartered Retirement Planning Counselor, or ChFC(R) - Chartered Financial Consultant(R). 4. Completion of Leadership Development Program or Banking School such as Truist Leadership Development… more
    Truist (01/07/26)
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  • Citi Private Bank - UHNW Investment Counselor…

    Citigroup (Houston, TX)
    …of experience + Extensive experience in providing investment advice and solutions. + CFA , MBA degree or other advanced degree a plus. + Requires advanced judgment ... and conducts in-depth analysis to solve problems and develop new, innovative solutions. Required to think beyond existing solutions,assumptions or current knowledge of sophisticated areas.ated areas. + US Only: S7, S66 (or 63 & 65) & S31; NOTE: Securities… more
    Citigroup (01/06/26)
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  • Finance Transformation RTR - Manager

    Deloitte (Houston, TX)
    …Information Technology, Risk Management, Economics or related field. + CPA, CIA, CFA , CA, CCA, CMA, CAIA or FRM certification, or working towards achieving ... one of these certifications. + Experience delivering work with automation (eg, building Alteryx workflows, leveraging M365 copilot) + Knowledge of US GAAP, IFRS, and SEC rules and regulations + Proficiency in MS Office products, including Excel, Word, and… more
    Deloitte (01/06/26)
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  • Staff Analyst- FMS

    The City of Houston (Houston, TX)
    …have any experience. 04 What professional certifications do you hold? (Example: CPA, CFA , etc.) 05 Please select work setting experience (circled all that apply that ... can be verified). + Local Government + Financial and Management concepts + Fund accounting + Indirect cost allocation + Program evaluation + Strategic planning + Budget formulation + Budget execution and appropriation process + None of the above 06 Describe… more
    The City of Houston (01/06/26)
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