- Deloitte (San Antonio, TX)
- …eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor ( CFA ) + Certified Financial Planner (CFP) + Ability to travel up ... active accreditations obtained, in process, or willing and able to obtain: + Licensed CPA in state of practice/primary office if eligible to sit for the CPA… more
- City National Bank (Houston, TX)
- …IS THE OPPORTUNITY? Expand and deepen the network of Independent Financial Advisors, CPA 's & attorneys referring clients to Rochdale and to communicate and meet high ... markets * 3 plus years delivering formal client presentations * CFA - Charter Financial Analyst (or in process of CFA ) * Ability to travel up to 40% of the time… more
- Cherry Bekaert (Sugar Land, TX)
- … firm experience preferred) + Advanced Degree or relevant professional certification such as CPA or CFA preferred + Strong GAAP, data analysis and critical ... thinking skills + Experience working with Private Equity groups preferred + Willingness to travel as needed (expected <15%) **What we offer you:** + Our shared values that foster inclusion and belonging including uncompromising integrity, collaboration, trust,… more
- BlackRock (Dallas, TX)
- …but not required + Bachelor's degree in accounting or finance required + CPA , CFA , CAIA or other accounting/ finance certification(s) preferred Client Management ... carried interest structures. **The Impact:** If you are an experienced fund accountant , auditor, or financial due diligence professional who appreciates the nuances… more
- Huntington National Bank (Austin, TX)
- …roles. Preferred Qualifications: + MBA, Master's degree or relevant professional designation (eg, CPA , CFA , FRM). + An ability to effectively engage with ... assigned stakeholder groups to create a shared view of required deliverables and appropriate timeline for completion across a range of recovery and resolution topics + Fundamental understanding of resolution and recovery planning requirements. + Experience… more
- Performance Food Group (Westlake, TX)
- …* 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 and meet… more
- Vaco (San Antonio, TX)
- …with each collaborative interaction. **Education/Experience** : + Bachelor's Degree required. CPA , CFA , MBA or other professional designation highly desired. ... + Minimum 1 to 2 years' experience in audit, tax, and/or public accounting highly preferred. + Proven success achieving and/or exceeding performance goals.… more
- Vaco (San Antonio, TX)
- …with each collaborative interaction. **Education/Experience** : + Bachelor's Degree required. CPA , CFA , MBA or other professional designation highly desired. ... + Minimum 3 to 5 years' experience in audit, tax, and/or public accounting highly preferred. + Proven success achieving and/or exceeding performance goals.… 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
- Vaco (San Antonio, TX)
- …with each collaborative interaction. **Education/Experience** : + Bachelor's Degree required. CPA , CFA , MBA or other professional designation highly desired. ... solutions or comparable client relations experience in audit, tax, and/or public accounting. + Proven success achieving and/or exceeding performance goals.… more