- Realtor (Austin, TX)
- …track overall KPIs. **Strategic Business Partnership** + Serve as the primary financial advisor to leadership, supporting strategy development and operational ... efforts aligned with the overall company's strategic objectives and long-term vision. ** Financial Reporting & Analysis ** + Deliver timely, insightful reporting… more
 
- Ankura (TX)
- …degrees and professional certifications (CPA, CFA, CIRA) preferred. . Expertise in financial analysis , deal structuring, and transaction execution. . Strong ... and sell-side due diligence efforts, including quality of earnings, working capital analysis , and financial modeling. . Develop and maintain strong relationships… more
 
- 7-Eleven (Irving, TX)
- …a strategic business partner to executive leadership, providing actionable financial insights, forward-looking Revenue analysis , and data-driven recommendations ... reporting. Duties and Responsibilities: + Act as a trusted advisor to senior executives by translating complex Revenue data...long-term financial goals. + Conduct ad hoc financial modeling and scenario analysis to assess… more
 
- Applied Materials (Austin, TX)
- …and be responsible in consolidating key FP&A requirements, while delivering reporting analysis for all financial cycles. + Perform consolidation and reporting ... providing data driven insights into business performance + Develop financial models, run scenario analysis and provide...and following the prompts to speak to an HR Advisor . This contact is for accommodation requests only and… more
 
- Charles Schwab (Westlake, TX)
- …for clients and prospects seeking advice on how to reach multiple goals. The financial plan includes a customized analysis to address client or prospective ... advisor . Participate in joint sales calls regarding Schwab's financial planning capabilities. **What you have** **Requirements:** + CFP(R) designation required… more
 
- Bank of America (El Paso, TX)
- …+ Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Supervises ... Service Support Staff + Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel +… more
 
- ADP (El Paso, TX)
- …add to the overall value proposition and client experience of the base. + Financial Analysis : Conducts financial analyses of client relationship and provides ... satisfaction and retention. Works directly with the client or advisor and internal teams to oversee and bring resolution...delivery. + Revenue Generation: Is responsible for the needs analysis and presentation of new and optional products and… more
 
- Bank of America (San Antonio, TX)
- …Trade Monitoring + Trading + Client Investments Management + Client Solutions Advisory + Financial Analysis + Financial Forecasting and Modeling + Wealth ... value of advice and accompanying solutions **Skills:** + Causation Analysis + Financial Management + Investment Management...equivalent; must obtain all state registrations held by the Financial Advisor (s) and Advisor Team(s)… more
 
- TXNM Energy (Texas City, TX)
- …cyber security training. Annual cyber security training is also required. Given the financial nature of this position, this position may be required to obtain a ... standard engineering principles, practices and regulations, and economic and decision analysis principles to area problems including, but not limited to, generation,… more
 
- Toyota (Plano, TX)
- …and total cost (operating plus capital) for domain OKRs, supported by financial analysis and appropriate productivity metrics. Drives enterprise alignment and ... collaboration on Investment and technology spend. Serve as key financial advisor to senior leadership team by...individual businesses and initiative views + Provide consolidations and analysis of financial reporting + Lead and… more
 
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