- Deloitte (Fort Worth, TX)
- …If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability ... Big 4 experience + Demonstrated basic understanding of Subchapter K, financial products, wash sale and constructive sale rules, as well as familiarity with… more
- NTT DATA North America (Dallas, TX)
- …ability to lead Agile/Scrum teams and facilitate client workshops. - Strong financial acumen with experience managing multimillion-dollar budgets. - Excellent ... clients. This role combines delivery leadership, client relationship management, financial accountability, and Agile/Scrum mastery. The ideal candidate will have… 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 ... bring holistic advice and guidance to their advisors. **Qualifications:** + 10+ years experience in financial services industry + 10 years sales experience… more
- Community Health Systems (Corsicana, TX)
- …Degree in relevant field required or + Eight (8) plus years of direct experience in lieu of a Bachelor's degree required + Master's Degree preferred + 4-6 ... strategic goals and initiatives. + Serves as a key advisor to the CEO on hospital operations, strategic planning,...experience in closely related field with Bachelor's degree required + 5-7 years of previous leadership experience… more
- Deloitte (Houston, TX)
- …financing. Qualifications: Required : + At least 4 years of technology experience in the majority of the following areas: IT organization, IT processes, ... Diligence Senior Consultant, you will serve as a trusted advisor to corporate and private equity clients. Deloitte's Senior...at least 20+ IT diligence projects for strategic or financial clients or other similar experience from… more
- Capital One (Plano, TX)
- …limited to, Middle Market Banking, Commercial Real Estate, Healthcare, Financial Institutions, Municipal Finance, Energy, Counterparty Credit, Capital Markets, ... three lines of defense + Acting as an approachable advisor to business heads and key lenders by developing...special projects Basic Qualifications: + Bachelor's degree or Military experience + At least 8 years of direct transactional… more
- JPMorgan Chase (Houston, TX)
- …will have direct responsibility for servicing a portfolio of large corporate or financial institution clients. As a Client Service Account Manager within the (X) ... team, you will support a portfolio of large corporate and/or financial institution clients by allowing them to effectively utilize Payments Products and Services.… more
- ServiceNow, Inc. (Austin, TX)
- …connect with senior and C-suite stakeholders and take our messaging, communications and experience to the next level with a financial acumen and industry-based ... senior leadership experience in the Technology industry, an understanding of financial modeling and acumen, and depth of expertise in strategic consulting. S/he… more
- Deloitte (San Antonio, TX)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... growth area in the tax industry? Do you have experience serving clients in partnership taxation, and advising on...filings + Coordinating and communicating with client contacts as required to gather information to complete their tax returns.… more
- UTMB Health (Galveston, TX)
- …**Minimum Qualifications:** Bachelor's degree or equivalent in related field. No experience required . **Preferred Qualifications:** + 5+years of professional ... Ability to create spreadsheets, pivot tables, and charts in Excel + Experience with email/Calendar management in Outlook. + Strong organizational and time management… more