- PNC (Dallas, TX)
- … value proposition through a joint Banking and Investing partnership with a PNC Financial Advisor . + Ensures a strong client commitment and advocacy by ... determined by the business.Ensures execution of team processes, such as pre-call planning , post-call debriefs and relationship reviews. Serves as the quarterback for… more
- Deloitte (Austin, TX)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... are relevant for public and private companies, including tax compliance, tax planning , tax controversy, and tax research. Responsibilities Will Include: + Performing… more
- Houston Methodist (The Woodlands, TX)
- …attending physicians, coordinates with the external case manager to facilitate discharge planning , seeks assistance from the physician advisor , if needed, and ... (CM) Certified position is a registered nurse (RN) responsible for comprehensively planning for case management of a targeted patient population on a designated… more
- ASM Global (Frisco, TX)
- …+ Foster a culture of collaboration, continuous improvement, and innovation. + Trusted advisor to business unit leaders in support of winning new business and ... culinary and operations teams to align purchasing with menu planning and seasonal demand. + Guide home office and...ensure new businesses open to expectations of qualitative and financial results . + M anage extensive purveyor and… more
- NTT America, Inc. (Plano, TX)
- …portfolio of Education accounts. + Own P&L performance, ensuring delivery of financial , operational, and client success objectives. + Oversee engagement planning ... CIOs, CFOs, and other senior academic leaders. + Serve as a strategic advisor to institutional leaders, aligning solutions with their missions of student success,… more
- Deloitte (Houston, TX)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Bachelor's ... lead client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the client.… more
- Sage (Austin, TX)
- …to Revenue (RTR) team, responsible for GTM design, commercial modeling, revenue planning , and performance analytics. Reporting to the Sr. Director of GTM Performance ... the Intacct product line. You will be a trusted advisor to GTM executives, skilled in data analysis, strategy,...suite (starting with Intacct) to track marketing, operational, and financial performance. * Partner with the Data Product Manager… more
- Charles Schwab (Austin, TX)
- …leader) who is passionate about responding to user needs to join the Advisor Services User Experience team. Independent Registered Investment Advisor (RIA) firms ... within an iterative process and an Agile development methodology + Experience planning and conducting user research, inclusive of diverse research methodologies +… more
- Oracle (Austin, TX)
- …Paid parental leave 12. Adoption assistance 13. Employee Stock Purchase Plan 14. Financial planning and group legal 15. Voluntary benefits including auto, ... of OCI's cloud-native capabilities. + Serve as a technical advisor and advocate for best practices related to security,...of OCI's cloud-native capabilities. + Serve as a technical advisor and advocate for best practices related to security,… more
- Oracle (Austin, TX)
- …Paid parental leave 12. Adoption assistance 13. Employee Stock Purchase Plan 14. Financial planning and group legal 15. Voluntary benefits including auto, ... (VISN). This executive-level role is responsible for acting as a trusted advisor to regional Veterans Affairs (VA) leadership and ensuring delivery of standardized… more