- Citigroup (Irving, TX)
- …implementation of strategic business initiatives and partnering across other functions and Finance disciplines. Lead Financial Officer (LFO) teams are Finance ... and deliver financial objectives related to revenues, expenses, return on investment and capital** **Supporting short and long term budgeting, forecasting and… more
- Luminator Technology Group (Plano, TX)
- …We are seeking a Financial Planning and Analysis Manager to join our growing Finance and Accounting team. This role is integral to our mission, providing strategic ... is an exciting opportunity to be part of something new within our Finance and Accounting department. Why Work at Luminator: + Collaborative Environment: Encourages… more
- Truist (Dallas, TX)
- …financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment and asset allocation ... and policies. 3. Keep abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting mass affluent… more
- Public Storage (Plano, TX)
- …Financial Analyst - Energy & Strategic Initiatives to join our Asset Management Finance team. Reporting directly to the Sr. Director of Asset Management Finance ... Ensure all models reflect the latest assumptions, market dynamics, and internal investment criteria, providing reliable and timely analyses to guide informed … more
- Charles Schwab (Houston, TX)
- …creative problem solving, helping us "challenge the status quo" and transform the finance industry together. The Wealth & Asset Management Solutions (WAMS) team is ... 10 years of experience with wealth management - financial planning and investment planning **Preferred Qualifications** + CFP(R) designation or MBA equivalent. +… more
- Robert Half Finance & Accounting (Fort Worth, TX)
- …+ Analyze and optimize asset utilization, capital deployment, and return on investment . Requirements Qualifications + Bachelor's degree in Finance , Accounting, ... Description Robert Half Finance and Accounting and Kevin Sweet have partner...and strategic financial analysis. Reporting directly to the Chief Investment Officer, this position offers high visibility across the… more
- Robert Half Finance & Accounting (Dallas, TX)
- Description Robert Half Finance and Accounting has teamed up with a multi-billion dollar private equity investment fund to assist in the recruitment of a Senior ... and analysis for a group of billion dollar plus investment funds. Candidates must be a CPA and, ideally,...collaboratively in a team * Bachelor's degree in Accounting, Finance , or a related field * detail oriented certification… more
- Charles Schwab (Westlake, TX)
- …creative problem solving, helping us "challenge the status quo" and transform the finance industry together. Schwab's service team is at the heart of our firm's ... In this role, you'll learn to educate clients about investment strategies, trading tools, market mechanics, and retirement choices....If you are eager to pursue a career in finance , enjoy working in a team setting, and share… more
- Texas Tech University (TX)
- …1. Active or progress towards professional certification relevant to personal finance and financial planning, such as the CFP(R) and AFC(R) certifications. ... of Financial Planning offers a BS in Applied Personal Finance , and a BS, MS, and Ph.D. in Personal...camp that introduces high school students to the Registered Investment Advisory industry and provides education in the core… more
- Sysco (Dallas, TX)
- …This is an important role that oversees the business-wide field finance function, including financial planning and analysis, financial control, cost accounting, ... an effort to increase overall effectiveness + Serves as finance Area spokesperson in cases of inquiry, feedback, or...and support Business Unit strategies to minimize working capital investment + Ensure highest integrity and quality of books… more