- Lumen (Austin, TX)
- …PMO, Sales, and Offer Management to support problem-solving efforts and align financial planning with program goals. + Reporting & Presentations: Prepare ... contract types (FFP, T&M, CPAF, CPFF, hybrid) to ensure accurate financial planning and compliance. + Compliance & Documentation: Ensure adherence to internal… more
- JPMorgan Chase (Plano, TX)
- **Job Description** Join our Financial Planning and Analysis team in Plano and play a pivotal role in supporting key business priorities and driving financial ... You will collaborate closely with the Alternatives CFO and the broader Financial Planning & Analysis team to enhance financial performance, while engaging… more
- JPMorgan Chase (Plano, TX)
- … financial services or brokerage experience strongly preferred with focus on financial planning * Bachelor's degree preferred * CFP preferred Chase is ... If you believe that financial advising should feel like a personal relationship...responsibilities:** * Leverage experience and understanding of investments, wealth planning , credit and banking concepts to help clients achieve… more
- TIAA (Frisco, TX)
- …advisors are recommending as well was your understanding of the importance of financial planning . * Thrives in an environment of empowerment and accountability, ... with our clients and helping them grow their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve. We… more
- American Heart Association (Dallas, TX)
- …goals into operational and financial reality. The role manages core financial planning , analysis, and reporting functions of the business unit, while ... & Reporting** + Lead the annual budgeting process and multi-year strategic financial planning for each business unit. + Consolidate inputs from leadership teams,… more
- City National Bank (Austin, TX)
- …High Net Worth or Ultra High Net Market markets * Working knowledge of financial planning , investment and/or HNW economic issues (aka "continual learner") and ... an interest in CNR investment services. Develops "partnering" relationships with Independent Financial Advisor, accounting firms, and estate planning firms with… more
- JPMorgan Chase (Plano, TX)
- …drivers of change in results, comparing multiple exercises + Partner with Corporate, Financial Planning & Analytics (FP&A), Finance and Risk functions to timely ... Interest in working with data sets, data mining, and analytics + Ideally in financial planning or accounting, and in the financial services industry is a… more
- Robert Half Finance & Accounting (Sugar Land, TX)
- Description We are looking for an experienced Senior Financial Planning & Analysis (FP& A) Analyst to join our team in Sugar Land, Texas. In this role, you will ... targets are met. * Develop and implement best practices for financial planning and analysis processes. Requirements * Minimum of 5 years of experience… more
- Cornerstone onDemand (Houston, TX)
- …understanding of and experience with forecasting and the development and review of financial planning models; + Significant understanding of financial ... in a fast-paced environment; + Experience with relevant ERP and Financial Planning systems; + History of successfully working with sophisticated Private Equity… more
- Comerica (Dallas, TX)
- … institution experience, specifically in revenue/pricing strategy process improvements, strategic planning and/or financial planning and analysis + ... 8 years management experience + 8 years experience with financial reporting systems - principles, strategic planning ...with financial reporting systems - principles, strategic planning and pricing strategies + 8 years experience supporting… more