- Vaco (Houston, TX)
- …preferred. + Experience in a staffing, recruiting, or consulting role highly preferred. + CPA , CFA , MBA or other professional designation a plus. **Technical ... Skills:** + Must have working knowledge of MS Office Suite + Experience with Bullhorn preferred. **Basic Skills:** + Able to work with a sense of urgency and meet tight deadlines; Organized, detailed, and results driven. **Travel** : <10% -Occasional travel to… more
- Oracle (Austin, TX)
- …+ Industry experience in large, complex, multi-region go-to-market organizations. + Certifications: CPA , CFA , or MBA preferred. **Key performance ... indicators** + Forecast accuracy (OPEX/HC and commissions) + Close timeliness and quality of variance bridges/insights + Executive stakeholder satisfaction and decision velocity + ROI and productivity improvements from spend and headcount deployment + Team… more
- Vaco (San Antonio, TX)
- …trust with each collaborative interaction. **Education/Experience** : + Bachelor's Degree required. CPA , CFA , MBA or other professional designation highly ... solutions or comparable client relations experience in audit, tax, and/or public accounting. + Proven success achieving and/or exceeding performance goals.… more
- Vaco (Houston, TX)
- …disabilities to perform the essential functions. **Education/Experience:** + Bachelor's Degree required. CPA , CFA , MBA or other professional designation ... Minimum 4 years' client relations experience in audit, tax, and/or public accounting highly preferred, or experience selling accounting/financial project solutions.… more
- City National Bank (Houston, TX)
- …Word, Excel, Power Point, etc. *Additional Qualifications* * Completion of or pursuit of CFA designation, MBA or both. * FINRA Series 7: General Securities Rep ... RBC Rochdale portfolio management service provides to the clients of the CPA and FA. They will understand investment methodologies, operational processes and client… more
- Truist (Dallas, TX)
- …as well as the regional leadership team, local advisory board members, outside Certified Public Accountants ( CPA ), attorneys, civic associations and other ... NMLS acceptable background check Preferred Qualifications: * CFP preferred or CTFA, CFA , CPA , JD or MBA * Completion or enrollment in certification… more
- Matter Family Office (Dallas, TX)
- …or BS degree with exceptional academic performance from a challenging four-year institution. + CFP, CFA , CPA , or MBA is preferred but not required. + ... Experience serving family office-level clients is preferred but not required. Benefits + Competitive Salary and Annual Performance-Based Bonus + Medical and Dental Health Plans + Supplemented Health Savings Account and Health Flexible Spending Account +… more
- CIBC (Dallas, TX)
- …are** + **Educational background:** Hold a bachelor's degree and/or advanced certifications such as MBA , CFA , CPA , CFP, or JD. + **Wealth management ... expertise:** Bring 15+ years of experience in portfolio management, wealth management, personal tax, or financial planning. + **Investment knowledge:** Possess comprehensive understanding of investment products and strategies to address the needs of… more
- CIBC (Austin, TX)
- …**Educational 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… more
- Caterpillar, Inc. (Irving, TX)
- …Apart:** + Advanced Excel 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… more