- Hatch (Austin, TX)
- …the team meets its operating performance targets. + Manage project production, changes, client relations, and financial management of various projects to ensure ... and/or participating in standards development efforts. + Assist in pursuits, client relationship building efforts, building the technical practice, and recruiting of… more
- BMO Financial Group (Dallas, TX)
- …+ Oversees credit and legal documentation and ongoing monitoring of asset and client performance + Provides accurate financial analysis and risk assessment of ... credit worthiness. + Establishes cross-selling initiatives to increase penetration with client . + Applies knowledge in bank products, processes and systems and… more
- Robert Half Finance & Accounting (Frisco, TX)
- …Perform comprehensive external audits for various clients across industries. * Travel to client sites to conduct financial and operational audits. * Develop and ... are looking for an experienced Audit Senior to join our dedicated services client in Plano/Frisco, Texas. This role involves conducting external audits for a diverse… more
- Charles Schwab (Austin, TX)
- …in problem solving, and attention to detail + Passionate about strategy and/or client experience and financial services + Strong business acumen, strategy, and ... desire to build and grow a career in the financial services industry + Superior research and analytical skills,...have a passion for influence, and seek to exceed client expectations. **What's in it for you** At Schwab,… more
- CGI Technologies and Solutions, Inc. (Plano, TX)
- …develop data pipelines, and deploy machine learning solutions that support financial reporting, client communication, and data analysis. You'll collaborate ... the largest customers. We take an innovative approach to supporting our client , working side-by-side in an agile environment using emerging technologies. This role… more
- JPMorgan Chase (Plano, TX)
- …quickly + 3+ years of administrative support experience with background in a client facing sales and financial services environment + Strong knowledge of ... You may also support activities such as managing office needs, handling client tickets, ensuring compliance, or addressing business travel tax requirements. You will… more
- MUFG (Irving, TX)
- …documentation, synthesize information from multiple data sources and that all potential financial crime risks and issues concerning FI client relationships have ... and payments; trade finance; remote deposit collection; pouch; FX; and derivatives; and client risks associated with foreign financial institutions and non-bank … more
- BlackRock (Dallas, TX)
- …and awareness of the wider industry. You will be in charge of leading client engagements, reviewing FAIR reports, and conducting financial analysis. You will ... Client Management + 2+ years of experience in client management/ service as a financial consultant, auditor, investment advisor, or other financial … more
- City of Baytown (Baytown, TX)
- …+ Audit: Assists in City audits by coordinating the preparation of Prepared by Client schedules (PBC's) and financial statements and by responding to inquiries ... is looking for a thoughtful, strategic Budget Manager to help guide our financial future. In this role, you'll collaborate with departments across the city to… more
- Raymond James Financial, Inc. (Georgetown, TX)
- …including setup and maintenance. + May participate in live meetings with the Financial Advisor and their respective client (s). + Manages budgeting and tracking ... 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client … more