- 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
- Vaco (San Antonio, TX)
- …and/or public accounting or directly relevant sales experience highly preferred. + CPA , CFA , MBA or other professional designation a plus. + Previous ... experience in recruiting or business development a plus. **Travel Requirements:** Less than 5% (almost no travel) **Physical Demands:** The physical demands described are representative of those that must be met by an employee to successfully perform the… more
- Dow (Houston, TX)
- …any type of US permanent residency (green card) process. Preferred Qualifications + CPA / CFA preferred. + Extensive experience in treasury and finance management ... roles. Your Skills + Proven track record in strategic financial planning, risk management, and compliance. + Strong analytical and problem-solving skills. + Excellent communication and leadership abilities. + Ability to manage multiple priorities and meet… more
- Insight Global (Dallas, TX)
- …levels across stakeholders - Relevant certification or industry accreditation preferred (eg, CPA , CFA , CIA) - Trading experience, specifically on the sell ... side - Experience with data analytics tools (ie, python, tableau) to assess issues and trends null We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal… more
- Toyota (Plano, TX)
- …etc. **Added bonus if you have** + Experience with Empyrean, QRM, or Calypso + CPA , CFA or Master's degree in a relevant field (Statistics, Applied Mathematics, ... Finance, etc.) **What we'll bring** During your interview process, our team can fill you in on all the details of our industry-leading benefits and career development opportunities. A few highlights include: + A work environment built on teamwork, flexibility,… more
- Coinbase (Austin, TX)
- …with or in fintech, crypto, or blockchain companies. * Professional certifications such as CFA , CTP, or CPA . * Advanced degree in Finance, Economics, or a ... related field. * Knowledge of and experience complying with global regulatory frameworks and compliance. Job #: P68125 *Pay Transparency Notice:* Depending on your work location, the target annual salary for this position can range as detailed below. Full time… more
- CIBC (Houston, TX)
- …is professional, seamless and timely. **Who you are** + Bachelor's degree and/or MBA, CFP, CFA , JD, CTFA, CPA + 10+ years of experience in wealth management or ... national sales strategies. + Develop personal referral source networks (attorney, accountant , banker, etc.), calling on individuals and institutions to build… more
- Truist (Fort Worth, TX)
- …at least one of the following: JD, LLM, MS in Taxation, MSFS, ChFC, CFP, CPA , CFA or comparable advanced knowledge course of study. 3. Proven superior technical ... required deadlines. 9. Proven experience with group facilitation, presentations, and/or public speaking 10. Strong written, verbal, problem solving, and analytical… more
- Charles Schwab (Westlake, TX)
- …Qualifications** **:** + Advanced degree (eg, JD, MBA) or certifications/designations (CAIA, CFA , CFP, CPA ) + Experience working with complex investment ... bigger difference in the world. Since our founding in 1999 as an 501(c)(3) public charity, DAFgiving360 donors have recommended over $40 billion in grants to more… more
- Cushman & Wakefield (Dallas, TX)
- …Suite (MS Word, Excel, Outlook/Teams, PowerPoint). Advanced knowledge of Excel preferred. + CPA , CFA , ASA, or MAI designations required + Intermediate to ... Advanced level understanding of fair value concepts under both US GAAP and IFRS, with emphasis on application of these concepts to real estate, including ASC 805, _Business Combinations_ and ASC 842, _Leases_ is required. + Advanced understanding of valuation… more