- USAA (San Antonio, TX)
- …and verbal communication skills, including the ability to create and present executive- level presentations. + Ability to effectively work with both internal and ... working with Regulatory Bodies (OCC, FRB, TDI). + Chartered Financial Analyst ( CFA ) Designation. + Master's degree in business, Finance, Mathematics, or other… more
- City National Bank (Houston, TX)
- …meetings and presentations. * Operate and represent RBC Rochdale with the highest level of integrity and work ethic. * Account and Portfolio Management * Manage ... * Master's Degree * A minimum of 10 years of investment management experience * CFA - Charter Financial Analyst * FINRA Series 7 and 66 securities *WHAT'S IN IT… more
- Deloitte (Dallas, TX)
- …reporting, finance operations/compliance, planning and forecasting, tax, and treasury. Manager level responsibilities include but are not limited to: + Provide the ... and the clients and industries/sectors you serve Preferred: + An MBA, CPA, CFA , or advanced degree + Recent experience working in a professional services consulting… more
- Vistra (Irving, TX)
- …existing loan facility management + Align operational and development teams in asset- level financing efforts + Lead lender due diligence for financing transactions ... through college degree with concentration in finance, economics or accounting and/or CFA /CPA certification + At least 8 years of experience in banking, project… more
- Deloitte (Houston, TX)
- …& Commercial Management (CCM) Certification Program + Certified Financial Analyst ( CFA ) + PMI Agile Certified Practitioner (Project Management Institute-ACP) + ... Data Scientist + DocuSign (Workflow Manager, E-signature, CLM, etc.) + iCertis + Onit Product Suite ( Level 2 and above) + Conga CLM + Agiloft, + Sirion Labs + Kira +… more
- Deloitte (Dallas, TX)
- …help clients optimize their tax functions and take strategy to the next level . (1) Learn more about Deloitte Business Tax Services. Qualifications Required: + ... + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor ( CFA ) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as… more
- Deloitte (Austin, TX)
- …& Commercial Management (CCM) Certification Program + Certified Financial Analyst ( CFA ) + PMI Agile Certified Practitioner (Project Management Institute-ACP) + ... Data Scientist + DocuSign (Workflow Manager, E-signature, CLM, etc.) + iCertis + Onit Product Suite ( Level 2 and above), + Conga CLM + Agiloft + Sirion Labs + Kira +… more
- Capital One (Plano, TX)
- …or Business Administration + Professional certification such as Chartered Financial Analyst ( CFA ) or Certified Risk Manager (CRM) + 3+ years of experience in ... varies based on full or part-time status, exempt or non-exempt status, and management level . This role is expected to accept applications for a minimum of 5 business… more
- UMB Bank (Austin, TX)
- …unparallelled customer experience to externa clients andid internal associates + CFA , CIMA, QPFC, CFP preferred **Compensation Range:** $110,250.00 - $235,810.00 ... this role, but the actual compensation may vary by geographic location, experience level , and other job-related factors. In addition, this range does not encompass… more
- Vaco (San Antonio, TX)
- …opportunities from intake to fulfillment. _The above statements describe the general nature and level of work only. They are not an exhaustive list of all required ... each collaborative interaction. **Education/Experience** : + Bachelor's Degree required. CPA, CFA , MBA or other professional designation highly desired. + Minimum 2… more
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