- 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
- 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, ... strategic thinking, and exceptional interpersonal skills to serve as a trusted advisor to our clients. Key Responsibilities . Client Engagement & Requirements… more
- USAA (San Antonio, TX)
- …USAA?** At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We ... At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service, and trusted advice. We… more
- First Horizon Bank (Houston, TX)
- …as a financial advisor by educating the customer about financial strategies (eg Financial planning , investments, insurance, credit, market trends) ... + Maintain proper house-holding of relationships + Continually upload financial information and client detail into central repository throughout...based on customer profile and financial plan, and matching customer needs with appropriate products… more
- Deloitte (Austin, TX)
- …Deloitte, you'll work alongside a team of accomplished professionals, delivering impactful financial planning and advanced analytics for our Strategic Analytics ... function in a rapidly evolving business landscape. As a strategic advisor to executive leaders, you'll have the opportunity to influence major decisions, develop… more
- Houston Methodist (Houston, TX)
- …maintaining compliance with regulatory standards. This position serves as senior advisor for facility issues, provides leadership and direction to subordinate ... policies, and assists the SVP in meeting or exceeding strategic financial and operational objectives. This position reports directly to Executive leadership… more
- Deloitte (Fort Worth, TX)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy, real estate,...developed and built as a result of a tax planning idea, a marketplace driver, or a technological innovation… more
- Deloitte (Dallas, TX)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy, real estate,...developed and built as a result of a tax planning idea, a marketplace driver, or a technological innovation… more