- Charles Schwab (Westlake, TX)
- …or Legal. + Deep understanding of wealth management services, including portfolio management, financial planning , estate planning , and tax planning . ... + 8+ years of experience in risk management, supervision, or control functions within financial services. Relevant experience managing risk in the 1 st line, 2 nd… more
- Kiewit (Houston, TX)
- …documents to field teams and ensure proper implementation. + **Cost Forecasting & Financial Planning ** + Prepare monthly cost projections using data from project ... management systems. + Develop quarterly cash flow projections to support financial planning . + **Operational Improvement & Leadership** + Recommend improvements… more
- 7-Eleven (Irving, TX)
- …platforms and consumer behavior. + Strong strategic thinking, analytical, and financial planning skills. + Excellent communication, negotiation, and influencing ... sales, units, and margin through assortment optimization, pricing, and promotional planning . Analyze performance metrics to identify key drivers and implement short-… more
- Sysco (Houston, TX)
- …ROI and efficiency metrics + Identify cost-saving opportunities + Participate in financial planning and forecasting **Safety and Compliance:** + Maintain valid ... customer + CAC: Customer Acquisition Cost **Procedures** **Territory Management and Planning :** + Conduct comprehensive market analysis of assigned territory +… more
- Keurig Dr Pepper (Frisco, TX)
- …development life cycle + Strong problem-solving abilities. + Working knowledge of financial planning , forecasting assortment planning and inventory ... in cross-functional projects and activities. + Strong leadership, organization, planning , communication, and presentation skills. + Ability to balance multiple… more
- RTX Corporation (Mckinney, TX)
- …planning and execution meetings + Supporting upper-level management with long-range financial planning + Ability to think, perform, and communicate ... during program execution + Responsible for meeting contractual commitments including financial , technical, and schedule performance + Lead, manage and be accountable… more
- Providence (TX)
- …Background:** Bachelor's Degree required; CSPG/CAP or JD preferred. Legal and financial planning knowledge strongly encouraged. + **Experience:** 5-10 years ... reporting to the Executive Director of Planned Giving, will join a gift planning team that manages, plans, and executes a comprehensive planned giving program for… more
- Public Storage (Plano, TX)
- …degree or MBA preferred). + Minimum 4-6 years of relevant experience in financial analysis, investment modeling, or strategic planning , preferably within the ... Storage is seeking a highly skilled and driven Senior Financial Analyst - Energy & Strategic Initiatives to join...The ideal candidate will demonstrate a blend of advanced financial acumen, technical capability, and strategic vision, with a… more
- Realtor (Austin, TX)
- …Tuition Reimbursement program for degreed and non-degreed programs + 1:1 personalized Financial Planning Sessions + Student Debt Retirement Savings Match program ... talent reviews, and competency development. + **Career Growth & Succession Planning :** Support career development, internal mobility, and succession planning … more
- Wells Fargo (Irving, TX)
- …trends, actions, and processes to ensure operational effectiveness. + Lead financial planning and forecasting processes for technology initiatives, ensuring ... constraints + Drive transparency and accountability through regular reporting on financial health, capacity utilization, and investment performance + Lead the… more