- Charles Schwab (Austin, TX)
- …from DOL, PBGC, IRS, SEC, etc. + Responding to AML inquiries, ad hoc enhanced due diligence requests, and semi-annual MRB reporting + Annual Form 5500 Schedule H ... including the escheatment processes, annual RMDs and required mailings + due diligence reviews for the Schwab Retirement Network + alternative investment… more
- Superior Energy Services (Houston, TX)
- …drafting, negotiating, and reviewing transaction documents. + Manage and coordinate legal due diligence processes to identify risks and opportunities. + Provide ... compliance with applicable laws and regulations. + Manage and coordinate legal due diligence processes to identify risks and opportunities. + Stay informed on… more
- Legence (Houston, TX)
- …Treasury and Tax). Ensure compliance with all applicable laws, rules, and regulations. + M&A Due Diligence and Integration - Support due diligence cycle, ... share expertise and provide insights regarding all accounting and financial matters during deal evaluation. Monitor QoE process, share perspectives and articulate priorities to be pursued during the integration cycle. Support purchase accounting process… more
- Robert Half Finance & Accounting (The Woodlands, TX)
- …accuracy of Schedule K-1s for limited and general partners. * Support tax due diligence processes for acquisitions and investments, identifying and assessing tax ... complex entity structures. * Experience with M& A transactions, including tax due diligence and structuring. * Strong analytical skills and the ability to… more
- CIBC (Houston, TX)
- …in executing mandates or preparing proposals for clients + Assist in company due diligence investigations + Prepare offering memoranda and marketing materials + ... Hours** 40 **Skills** Acquisitions, Advisory Services, Analytical Thinking, Company Due Diligence , Customer Experience (CX), Financial Modeling, Financial… more
- Anywhere Real Estate (San Antonio, TX)
- …Advisor** : Effective and regular use of CRM to update pipeline progress. Develop due diligence presentation on prospects for brand leadership to use in brand ... events, ensure understanding of due diligence by business partners. + **Collaborator:** Effectively leverage shared services team's support and assets to be… more
- Bank of America (Dallas, TX)
- …of Business (LoB) Products, Services & Acumen + Financial Crimes Risk Programs + Enhanced Due Diligence + Credible Challenge + Customer Due Diligence ... + Regulatory Knowledge + High Risk Activities & Typologies + Financial Crimes Compliance Risk Principles **Required Qualifications:** + Minimum of 7 years of relevant experience in financial services industry, risk management, AML compliance, regulatory… more
- HP Inc. (Spring, TX)
- …target identification and engagement, structuring, valuation, business model assessment, negotiation, due diligence , risk analysis, and deal approval process. + ... business insight to support executive decision making. + Lead cross-functional due diligence teams to evaluate risks and synergy opportunities. + Oversee the… more
- Deloitte (Austin, TX)
- …M&A engagements across all of phases of the M&A lifecycle including due - diligence , pre-close, and post-merger integration + Providing corporate and private ... transformative solutions to ER&I clients to optimize their IT activities due to a pending/completed transaction, restructuring and strategic cost transformation… more
- Meta (Austin, TX)
- …and forging long-term partnerships for large customer loads 11. Experience conducting due diligence and managing multiple large-scale projects 12. Working ... structure commercial agreements for strategic partnerships and support energy diligence and contracting for leasing arrangements that ensure reliable, cost-effective… more