- JPMorgan Chase (Austin, TX)
- …+ Advise clients on their overall balance sheet, including asset allocation, investment management , wealth planning, credit and banking needs + Partner ... behalf **Preferred Qualifications, Capabilities, and Skills** + MBA, JD, CFA , or CFP preferred + Proactive, takes initiative, and...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more
- Deloitte (Dallas, TX)
- …CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor ( CFA ) + Professional ... Our Global Investment and Innovation Incentives ("Gi3") practice provides our...Tax, JD, and/or LLM + Strong organizational and time management skills with a demonstrated ability to work independently… more
- Deloitte (Dallas, TX)
- …approval: + Licensed Attorney + Enrolled Agent + Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor ( CFA ) + Professional ... Our Global Investment and Innovation Incentives ("Gi3") practice provides our...JD, or related field + Strong organizational and time management skills with a demonstrated ability to work independently… more
- Deloitte (Dallas, TX)
- …+ If not CPA eligible: + Licensed attorney + Enrolled Agent + Project Management Professional (PMP) + Chartered Financial Advisor ( CFA ) + Professional Engineer ... Our Global Investment and Innovation Incentives ("Gi3") practice provides our...and external working relationships + Strong organizational and time management skills with a demonstrated ability to work independently… more
- Charles Schwab (Westlake, TX)
- …to figure out whether all significant risks are identified and appropriately reported by management and risk functions to the Board and Executive Management , to ... evaluate whether risks are adequately controlled, and to challenge Executive Management to improve the efficiency of governance processes, risk management , and… more
- Coinbase (Austin, TX)
- …building a world class Treasury capability to manage liquidity, integrate risk management , ensure regulatory compliance and optimize returns. The ideal candidate is ... Operations. *What you'll be doing (ie. job duties): * *Strategic Liquidity Management :* * Design and execute a comprehensive liquidity management strategy… more
- City National Bank (Dallas, TX)
- …direct exposure to executive management . * Working knowledge of risk management and/or internal control techniques of investment operations, broker dealer ... for the area assigned * Maintains ongoing relationships with management of auditable units * Keeps informed of new...* CPA or CIA preferred. Other certifications (eg, CRMA, CFA , CFE, CAMS, Chartered Accountant) are favorable * A… more
- Ankura (Houston, TX)
- …business units, and adverse industry conditions. Ankura advisors partner with senior management to assess the situation and quickly develop and implement a strategic ... advisory services: + In-court and out-of-court restructuring advisory + Liquidity management + Financial modeling and forecasting + Operational improvement +… more
- JPMorgan Chase (Plano, TX)
- …As a Business Transformation Vice President, within the Pricing Strategy and Revenue Management team, you will oversee a mix of strategic and tactical projects, ... implementation. A core part of the Finance & Business Management group, the team largely operates on a project...+ Degree in finance and/or accounting; MBA, CPA, or CFA destination + Experience managing team across various locations… more
- Deloitte (Houston, TX)
- …experiencing times of disruption or looking to improve company performance, many management teams are already at capacity. As part of Deloitte's Performance ... our broader Strategy & Transactions practice, Turnaround & Restructuring (T&R) helps management teams in many ways. They have specialized knowledge of specific… more