- American Heart Association (Dallas, TX)
- …& Investment Oversight** + Support mission-aligned venture transactions by conducting due diligence , market research, valuation modeling, and strategic ... **Sr. Corporate Finance Manager** is the strategic lead for day-to-day financial operations across the American Heart Association Ventures business segments. This… more
- TIAA (Frisco, TX)
- …Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Due Diligence , Practice Management Strategy, Prioritizes ... helping them grow their practice through referrals to deliver financial solutions that ignite the dreams of the people...as well was your understanding of the importance of financial planning. * Thrives in an environment of empowerment… more
- Bank of America (Forney, TX)
- …to professional ethics and is thorough and thoughtful in incorporating relevant regulatory due diligence as well as complying with all Federal and State ... 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
- TIAA (Frisco, TX)
- …Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence , Wealth Management **Anticipated Posting End Date:** ... of a team who partners with clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards… more
- TIAA (Dallas, TX)
- …Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence , Wealth Management **Anticipated Posting End Date:** ... base of clients and organically growing their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve.… more
- TD Bank (Dallas, TX)
- …research, performing on-going analyses, preparing supporting documentation, and assisting in due diligence efforts on transactions. **Depth & Scope:** + ... business provides world-class advice and execution services to guide corporations, financial institutions and financial sponsors through strategic M&A… more
- Cornerstone onDemand (Houston, TX)
- …overall Company goals and objectives; + Assist with M&A activity, including due diligence analysis and related financing activities; **Professional Experiences ... deliver value-added business analysis and can define and measure meaningful financial and operational metrics that lead to insightful business decision-making. This… more
- Raymond James Financial, Inc. (Houston, TX)
- …presentations, participation in drafting sessions, new business proposal sessions, and due diligence meetings. **Essential Duties and Responsibilities** + ... **Raymond James Overview ** **One of the largest independent financial services firms in the country could be the place you build a career beyond your expectations.… more
- Cengage Group (Houston, TX)
- …analytics function + Experience in mergers and acquisitions activities, including due diligence and integration + Experience in cross-functional collaboration ... every day. To learn more, please see https://www.cengagegroup.com/about/inclusion-and-belonging/ . The ** Financial Planning & Analysis Manager** will play a key role… more
- Alamo Group Inc. (New Braunfels, TX)
- …level by analyzing potential acquisitions or divestitures, participating in due diligence activities and leading/supporting business integration activities ... in New Braunfels, TX. The Sr. Director, Division Finance, oversees the financial activities of a multi-unit global company. Reporting directly to the Vice… more