- Truist (Fort Worth, TX)
- …applicable NMLS acceptable background check Preferred Qualifications: * CFP preferred or CTFA, CFA , CPA, JD or MBA * Completion or enrollment in certification ... programs such as CFA , CFP, CPWA and CPA * 5 or more years of sales and client management experience in the Wealth Management and demonstrated ability to manage a… more
- UWorld, LLC (Dallas, TX)
- …eager to make a lasting impact? UWorld is seeking a dynamic and dedicated CFA Content Specialist to join our innovative team. In this full-time, on-site role, you'll ... editors, and illustrators to create top-notch content for our CFA Questions Bank and other exciting projects. Why This...Requirements Minimum Education Required: + Master of Finance or MBA preferred + Undergraduate/Graduate GPA of 3.6 or higher… more
- Synchrony (Dallas, TX)
- …other techniques + Hyperion Experience + Master's Degree desired with quantitative underpinning, MBA , CFA , CAS or SOA exams, or other relevant certifications or ... designations **Grade/Level: 13** The salary range for this position is **155,000.00 - 260,000.00** USD Annual and is eligible for an annual bonus based on individual and company performance. Actual compensation offered within the posted salary range will be… more
- Performance Food Group (Westlake, TX)
- …detail. * Demonstrated financial acumen; Bachelor's Degree in Finance required, with MBA , CFA , or CPA preferred. **Division:** Core-Mark **Job Category:** ... Finance **Preferred Qualifications:** * Strategic mindset with strong problem-solving skills. * Self-motivated, adaptable, and able to quickly learn and work with minimal supervision. * Strong organizational skills with the ability to handle multiple projects… more
- Toyota (Plano, TX)
- …experience required + BA or BS in Business, Finance or related field required + MBA or CFA required + Strong understanding of security pricing theories and ... models (Modern Portfolio Theory, Capital Asset Pricing Model, Net Present Value) and statistical analysis (probability distributions, variance, standard deviation, statistical hypothesis testing) + Strong presentation skills and experience delivering material… more
- Taco Bell (Plano, TX)
- …Education/Certifications - Bachelor's degree required, preferably in Finance/Business or related field; MBA , CFA , or CPA designation preferred + Experience - ... Minimum 8+ years of demonstrated track record of tangible/measurable results in corporate M&A/corporate finance/financial planning. Restaurant industry preferred. Experience working collaboratively with cross-functional teams. + Skills - + Demonstrated strong… more
- CIBC (Austin, TX)
- …background:** 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,… more
- PennyMac (Fort Worth, TX)
- …and values What You'll Bring + Bachelor's Degree and 5+ years of related experience; MBA or CFA preferred + Advanced data modeling skills using spreadsheets and ... other business intelligence tools + Strong understanding of the key financial and business drivers within mortgage banking (and ideally mortgage servicing) + Database management and SQL skills preferred + Must be highly proficient in Excel, experience… more
- Robert Half Finance & Accounting (Fort Worth, TX)
- …Qualifications + 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,… more
- Comerica (Houston, TX)
- …plans + Series 7 + Series 66 + State Insurance License Preferred: + CFP or CTFA, CFA , CPA, JD, or MBA About Comerica We know our employees are critical to our ... overall success and we are dedicated to investing in their future. One of the ways we do this is to offer a comprehensive Total Rewards package designed to recognize and reward individual performance, as well support health, well-being, development and… more