- Deloitte (San Antonio, TX)
- …+ Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor ( CFA ) + Certified Financial Planner (CFP) Preferred + Advanced degree such as ... Masters of Tax, JD, and/or LLM + Strong organizational and time management skills with a demonstrated ability to work independently and manage multiple, competing priorities + Experience working in a virtual and/or global environment + Passion for leveraging… more
- City National Bank (Dallas, TX)
- …Certified Information Systems Auditor (CISA) Or * Chartered Financial Analyst ( CFA ) Or * Certified Anti-Money Laundering Specialist (CAMS) Or *Additional ... Qualifications* * Strong verbal and written communication skills, to effectively present to peers and business management. * Ability to exhibit integrity and trust, and leadership skills needed to convey ideas and obtain management buy-in for constructive… more
- Graybar (Dallas, TX)
- …customers; learn the National Credit Standard (NCS) and Credit Financial Analysis ( CFA ) models for credit and financial analysis. + Handle phone calls, form ... letters, and other routine correspondence with customers. + Secure necessary job information including lien notifications; understand lien and bond laws as they apply to the local market. + Assist with credit card and credit file review and maintenance. +… more
- Robert Half Finance & Accounting (Fort Worth, TX)
- …+ Bachelor's degree in Finance, Accounting, Economics, or a related field; MBA, CFA , or CPA strongly preferred. + 5-10 years of progressive experience in FP& ... A, investment banking, private equity, or corporate development. + Strong financial modeling skills and advanced proficiency in Excel. + Familiarity with ERP systems, financial reporting tools, and business intelligence platforms (eg, Tableau, Power BI);… more
- Huntington National Bank (Austin, TX)
- …effectively with the broader investment team. Preferred Qualifications: + Professional designations ( CFA , CAIA) or progress toward one are a plus, but not required. ... + Interest in career development within alternatives, with potential to grow into more analytical or strategy-facing responsibilities over time. Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes Workplace Type: Office… more
- Deloitte (San Antonio, TX)
- …+ Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor ( CFA ) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as ... Masters of Tax, JD, and/or LLM + Previous Big 4 experience or large CPA firm experience + Knowledge of fund accounting and general ledger accounting + Experience working in a fast-paced, team environment + Strong verbal and written communication skills The… more
- Scotiabank (Houston, TX)
- …agency mortgage warehouse lending preferred * Degree in Business or related field. MBA/CPA/ CFA or other industry designation is helpful * Banking experience in a ... Corporate/Commercial lending or related environment * Prior experience in mortgage capital markets / mortgage warehouse financing strongly preferred * Requires computer (Word, Excel, PowerPoint) proficiencies as well as excellent written and oral communication… more
- Deloitte (Dallas, TX)
- …Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor ( CFA ) + Certified Financial Planner (CFP) + Bachelor's degree in accounting, ... finance, or other business-related field + Experience reviewing partnership and/or trust documents + Experience managing projects including scheduling, budgeting, client correspondence, and billing + Strong communication, interpersonal, and organizational… more
- Deloitte (Dallas, TX)
- …+ Enrolled Agent + Project Management Professional (PMP) + Chartered Financial Advisor ( CFA ) + Professional Engineer + Ability to travel 25%, on average, based on ... the work you do and the clients and industries/sectors you serve Preferred: + Advanced degree such as MST or MAcc + Experience working in a fast-paced, team environment + Demonstrated effective verbal and written communication skills + Self-starter with… more
- Deloitte (Dallas, TX)
- …+ Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor ( CFA ) + Certified Financial Planner (CFP) Preferred + Advanced degree such as ... MST, JD, or LLM + Prior Big 4 experience + Strong communication, interpersonal, and organizational skills + Strong analytical and communication skills; and able to articulate conclusions, planning opportunities, and risks identified through research projects… more