- Texas Tech University (TX)
- …/ CFR Director **Organization:** Texas Tech University **Position Description:** The School of Financial Planning in the College of Health and Human Sciences at ... of bi-annual meetings. + Lead and manage the Charles Schwab Foundation Financial Planning Clinic to provide financial coaching to the community, facilitate… more
- Edward Jones (Dallas, TX)
- …a part of the wealth management process? Do you have a strong background in financial planning and experience with complex financial planning concepts? ... and collaborators who have a strong background in the many complex needs of financial planning as well as a deep desire to put their clients first in everything… more
- Truist (Houston, TX)
- …one or more specific knowledge area within the Elements of Wealth related to complex financial planning concepts and be a resource for the advice and planning ... 2. Advice Process Excellence: Proven ability to effectively execute the financial planning and advice process: identify and prioritize goals and objectives,… more
- US Tech Solutions (Austin, TX)
- … Analyst Position (s) will be focused on providing core data analytics and financial planning support for Cloud AI Product finance teams. + The primary ... direction. **Experience:** + Experience: 5+ Years experience in FP&A and or relevant financial planning roles + Experience with financial modeling of a new… more
- Truist (Dallas, TX)
- …affluent market segment within the Truist footprint). Utilize objective and sound personal financial planning and financial advisory concepts to develop and ... financial needs and conditions based upon sound profiling and personal financial planning analysis. Proactively work with the financial advisor on… more
- Bureau of Naval Personnel (Post, TX)
- …analyze large datasets to identify trends, anomalies, and insights that support financial management and strategic planning . You will develop, implement, and ... 1) Analyzing large datasets to identify trends, anomalies, and insights that support financial management and strategic planning , utilizing systems such as Navy… more
- Keurig Dr Pepper (Frisco, TX)
- …+ Advanced Excel and financial modeling skills; proficiency in financial systems (eg, SAP, Planning Analytics, Workday) and PowerPoint required. ... Overview:** Keurig Dr Pepper is looking for a Senior Financial Analyst to join our Corporate FP&A team and...highlight the story behind the numbers + Lead headcount planning and support resource allocation in collaboration with HR… more
- Cengage Group (Houston, TX)
- …every day. To learn more, please see https://www.cengagegroup.com/about/inclusion-and-belonging/ . The ** Financial Planning & Analysis Manager** will play a key ... effectively with all levels. This role will report to the Vice President, Financial Planning & Analysis - School. **What you'll do here:** + Use driver based… more
- Global Foundries (Austin, TX)
- …relationships with product management and site finance teams*Performs a variety of financial planning & analysis activities* Conducts significant ad-hoc analysis ... sales, R&D and site finance teams + Performs a variety of financial planning & analysis activities + Conducts significant ad-hoc analysis to ensure the… more
- Zions Bancorporation (Houston, TX)
- …individuals, families, and businesses. These services include personalized investment strategies, financial planning , estate and tax planning , succession ... the needs of the bank's clients. Primary responsibilities will include financial planning , investment management, insurance, trust services, making… more