- Bank of America (Frisco, TX)
- …best practices for integrating our managed asset platform into various financial advisor business models. **Job Responsibilities:** Responsibilities include (but ... are guided by a common purpose to help make financial lives better through the power of every connection....of start date. **Skills:** + Executive Presence + Portfolio Analysis + Portfolio Management + Research Analysis … more
- Capital One (Plano, TX)
- …influence senior leaders; strong written and verbal communication skills + Excellent credit analysis and financial analysis skills + Strong organizational ... limited to, Middle Market Banking, Commercial Real Estate, Healthcare, Financial Institutions, Municipal Finance, Energy, Counterparty Credit, Capital Markets,… more
- Sysco (Houston, TX)
- …data. + **Cultivate executive and business partnerships** , acting as a trusted advisor to Finance, HR, and Technology leaders to translate business priorities into ... to align product investments with business outcomes. + Act as the trusted advisor and escalation point for Finance and HR leadership regarding technology delivery.… more
- Manulife (TX)
- …appropriately when needed. + Support Technical calls to review data integrity and analysis with Plan Sponsors, Financial Advisors, and TPAs. + Review web ... services for US Retirement plans. The PIM will manage the Sponsor and Advisor relationship experience as the plan transitions to Manulife Retirement John Hancock… more
- Sage (Austin, TX)
- …GTM analytics, beginning with the Intacct product line. You will be a trusted advisor to GTM executives, skilled in data analysis , strategy, and cross-functional ... suite (starting with Intacct) to track marketing, operational, and financial performance. * Partner with the Data Product Manager...decisions and track progress. * Act as a trusted advisor to GTM executives and mentor junior team members.… more
- Affinius Capital (San Antonio, TX)
- …with the financial accounting and reporting of the company's investment advisor business and related entities. This role will provide strong analytical and ... support to the team and management relating to the preparation, review, and analysis of the corporate-level financial information in accordance with Generally… more
- Huron Consulting Group (Houston, TX)
- … financial advisory/consulting, public accounting or audit-related consulting + Deep financial modeling, financial statement analysis , and data management ... and Restructuring Advisor (CIRA), Certified Public Accountant (CPA), or Chartered Financial Analyst (CFA) The estimated base salary range for this job is… more
- Providence (TX)
- …finance functions within a healthcare organization? Do you thrive on influencing financial performance and shaping the future of healthcare finance? If so, we ... Role:** As the Executive Finance Director at Providence, you'll be a trusted advisor to our leaders, focusing on revolutionizing our revenue finance functions. Your… more
- JPMorgan Chase (Plano, TX)
- …and Technology teams within Global Banking, establishing yourself as a trusted advisor . As a Senior Associate Business Manager within the Global Banking team, ... primary role will be to support business managers by promoting financial and organizational efficiency and transparency, ensuring alignment with strategic… more
- PNC (TX)
- …(ISC) role within PNC Wealth Management acts as a phone-based sales and service financial advisor within our fast-paced Investment Center. You will be aligned ... position. **Preferred Skills** Client Prospecting, Client Relationship Building, Credit Risk Analysis , Customer Engagement, Financial Analysis , Financial… more
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