- Oracle (Austin, TX)
- … excellence for OCI's largest business segments and customers. We manage P&Ls, drive financial planning and modeling, and serve as trusted partners and advisors ... to optimize business economics while supporting rapid growth. **Key Responsibilities:** Financial Planning : Support forecasting, budgeting, and long-range … more
- Vanguard (Dallas, TX)
- …Vanguard funds, products, and services to educate clients effectively. Stay updated on financial planning , capital markets, and the financial services ... industry. + Technological Proficiency: Utilize technology to enhance financial planning discussions and work efficiently with clients virtually. + Team… more
- University of Texas Rio Grande Valley (Edinburg, TX)
- …financial operations of the UT Health RGV organization. To provide strategic financial planning , revenue cycle management, budgeting, financial reporting, ... patient access, billing, coding, collections, and denials management. * Provides financial leadership in capital planning , cost control initiatives, and… more
- CRC Insurance Services, Inc. (Dallas, TX)
- …to junior teammates on monthly financial close, monthly forecasting and annual financial planning processes. + Update and automate retrieval of financial ... planning , M&A, or investment analysis. + Familiarity with predictive modeling, financial risk assessment, or advanced scenario planning . + Track record of… more
- Robert Half Finance & Accounting (Dallas, TX)
- …and audits. Requirements * A minimum of 4 years of experience in financial planning and analysis, preferably within the hospitality, retail, or multi-unit ... profitability. * Create comprehensive profit and loss forecasts, scenario planning tools, and financial models for new...and loss forecasts, scenario planning tools, and financial models for new store openings and promotional activities.… 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 ... the right connections, and building confidence through expert guidance. **Senior Financial Analyst** at **Realtor.com** **(R)** At Realtor.com(R), our goal is to… more
- Bank of America (Frisco, TX)
- …banking capabilities. Key Responsibilities: + Deliver a full range of goals-based financial planning / wealth strategies including assessment of client needs ... client development. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor… more
- Kestra Financial (Fort Worth, TX)
- Symonds Wealth Management, a comprehensive financial planning and investment firm located in Fort Worth, TX, is looking for a Portfolio Trader. We focus on ... including managing client needs regarding service, asset allocation, case design and financial planning * Responsible for client meeting preparation and… more
- Oracle (Austin, TX)
- …Infrastructure Central Finance team, this Principal position will streamline the financial planning , reporting and performance management of the organization's ... leave 12. Adoption assistance 13. Employee Stock Purchase Plan 14. Financial planning and group legal 15. Voluntary benefits including auto, homeowner and… more
- Oracle (Austin, TX)
- …of the Workload Health team are responsible for all aspects of cloud infrastructure financial planning , and modeling for a specific product family within the ... leave 12. Adoption assistance 13. Employee Stock Purchase Plan 14. Financial planning and group legal 15. Voluntary benefits including auto, homeowner and… more