- Logitech (Austin, TX)
- …investment optimization discussions. + **Business Partnering:** Serve as a trusted financial advisor , providing proactive financial guidance, challenging ... a critical leadership role responsible for overseeing and optimizing the financial planning, analysis, and management of Logitech's operational expenses (OpEx)… more
- First Horizon Bank (Houston, TX)
- …a portfolio mix of targeted high value and high potential clients. + Acts as a financial advisor by educating the customer about financial strategies (eg ... associates + Maintain proper house-holding of relationships + Continually upload financial information and client detail into central repository throughout the… more
- HNTB (Austin, TX)
- …flow, and contract compliance. The Project Analyst III acts as the primary financial advisor throughout the project lifecycle, ensuring success in areas such ... our team of employee-owners. This opportunity entails being responsible for providing financial guidance to project teams, with a focus on budgets, profitability,… more
- HNTB (Austin, TX)
- …cash flow, and contract compliance. The Project Analyst II acts as the primary financial advisor throughout the project lifecycle, ensuring success in areas such ... our team of employee-owners. This opportunity entails being responsible for providing financial guidance to project teams, with a focus on budgets, profitability,… more
- First Horizon Bank (Houston, TX)
- …a portfolio mix of targeted high value and high potential clients. + Acts as a financial advisor by educating the customer about financial strategies (eg ... associates + Maintain proper house-holding of relationships + Continually upload financial information and client detail into central repository throughout the… more
- Bank of America (Frisco, TX)
- …best practices for integrating our managed asset platform into various financial advisor business models. **Job Responsibilities:** Responsibilities include (but ... At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible… more
- PNC (Dallas, TX)
- …Planning value proposition through a joint Banking and Investing partnership with a PNC Financial Advisor . + Ensures a strong client commitment and advocacy by ... identified, and ensuring an exceptional experience in every interaction.Delivers Financial Wellness by proactively suggesting tailored solutions aligned with client… more
- Deloitte (Fort Worth, TX)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... on a plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy, real estate, consumer products, and… more
- Deloitte (Dallas, TX)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... on a plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy, real estate, consumer products, and… more
- ADP (El Paso, TX)
- …through to completion. + Alerts management and other appropriate parties (ie. legal, financial advisor , alliance manger, other ADP business units, etc.) of ... experience in identifying, solving and executing problem resolution. Must possess strong financial and business acumen and savvy. + Understands and is able to… more