- USAA (San Antonio, TX)
- …the financial services industry and regulatory landscape. + Trusted advisor who effectively guides alignment and decision making through collaboration. + Proven ... our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and...for the business. You will operate as a strategic advisor , going beyond communications and getting deep into the… more
 
- Pinkerton (Austin, TX)
- …functions, as determined by the company. + Business management experience. + Strong financial skills including P&L, forecasting, and budget analysis . + Proven ... values of integrity, vigilance, and excellence. + Establish and maintain "trusted advisor " relationships with new and existing clients. + Regularly contact clients… more
 
- Palo Alto Networks (Plano, TX)
- …requests that reach the level of executive manager + Review will include financial analysis for gross margin, revenue compliance, non standard terms requests ... behalf of sales - Personally services as a trusted advisor to field sales on deals + Work with...independently in fast paced environment + Experience of data analysis , modeling and/or financial analysis … more
 
- KeyBank (Dallas, TX)
- …Suite 400 - Dallas, Texas 75225 The Senior Banker serves as the Trusted Advisor for clients and prospects who are primarily active real estate owners, investors and ... developers. Senior Bankers provide comprehensive financial advice and solutions that enable the clients to...Key values. **ESSENTIAL JOB FUNCTIONS** + Serves as Trusted Advisor to clients by developing a clear and holistic… 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 ... assigned. **What You'll Need:** + Bachelor's degree and 5 years of financial , project accounting/ analysis , or related experience, or + In lieu of education, 9… 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 ... assigned. **What You'll Need:** + Bachelor's degree and 2 years of financial , project accounting/ analysis , or related experience, or + In lieu of education, 6… more
 
- Charles Schwab (Westlake, TX)
- … financial modeling, strategic planning, project management, market research analysis and business development + Experience facilitating large meetings with ... Strategy team is an internal strategy group that acts as a trusted advisor to executives and business leaders by providing thought partnership, strategic analysis… more
 
- Texas A&M University System (Dallas, TX)
- …as a key advisor to the college's leadership, helping to align financial strategies with institutional goals. This includes advising on complex financial , ... issues. + Reporting and Analysis : Preparing and submitting annual financial reports and documentation for legislative and accreditation purposes. You will also… more
 
- Black Ink Business Services, LLC (Austin, TX)
- …operations. You'll partner with clients across diverse industries, delivering in-depth financial analysis and strategic guidance. You're a solutions-driven ... + Manage client accounts, relationships, and expectations, including developing financial models and analysis + Oversee accounting...accountants and managers + Serve as a resource and advisor for team members and leadership What You Bring… more
 
- Truist (Fort Worth, TX)
- …customized financial statements; Capital sufficiency and other complex custom financial planning analysis commensurate with the needs of UHNW families. ... assist the wealth team members on the most complex financial , tax, legacy and estate planning matters including summarizing...with UHNW families' needs that may include: Complex review, analysis and diagram of existing estate plan and modeling… more
 
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