- 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 helping ... and enjoy wealth. The Portfolio Trader will serve in multiple roles including investment processing as well as planning assistance. The associate will need high… more
- WTW (Houston, TX)
- …Risk and Broking (CRB), Human Capital and Benefits (HCB), and Investment , Risk and Reinsurance (IRR)-and offers clients innovative, data-driven approaches to ... changes to business plan + Obtaining board approval for underwriting decisions Accounting for premium Agree reserving methodology + Ensure the production of… more
- Nelnet (Burleson, TX)
- …attribute carryforwards, etc + Participate in the due diligence phase of an investment prior to close to manage risks, provide tax modeling and operating agreement ... review, maximize profitability, and establish the mechanics for managing the investment post-close. + Review and maintenance of capital accounts including analyzing… more
- Luminator Technology Group (Plano, TX)
- …a Financial Planning and Analysis Manager to join our growing Finance and Accounting team. This role is integral to our mission, providing strategic insights and ... opportunity to be part of something new within our Finance and Accounting department. Why Work at Luminator: + Collaborative Environment: Encourages creativity,… more
- Primo Brands (TX)
- …appropriate parties. + Ensure that there is compliance with Primo Brands accounting policies and procedures, and technical standards. + Coordinate the preparation of ... + Participate in providing and or verifying information for capital investment applications, capital justifications, and approval sign-off. + Ensure that all… more
- WTW (Houston, TX)
- …a key part in supporting strategic initiatives, ensuring adherence to accounting practices, and maintaining effective communication with clients, regulators, and ... service providers. Ideal candidates will have a strong background in accounting and captive insurance, excellent analytical and communication skills, and the ability… more
- Maxwell Locke & Ritter (Austin, TX)
- …Are Maxwell Locke & Ritter LLP (https://www.mlrpc.com/) is the largest locally owned accounting firm in the Greater Austin area. We're known for offering exceptional ... community. We are proud to have been included in Accounting Today's "Best Accounting Firms to Work...and help identify potential issues important to our clients' investment decisions. Professional writing skills and the ability to… more
- Compass Group, North America (San Antonio, TX)
- …A/B projections and the annual operating budget for operating units and investment accounts. + Conduct monthly productivity updates to inform financial forecasting ... and reconciled. **Accounts Receivable&Client Billing** + Prepare and reconcile monthly investment tracker to ensure accurate reimbursement requests. + Reconcile AR… more
- Lincoln Financial (Austin, TX)
- …and third-party administrator as needed. * Serve as a member of the fiduciary investment committee that monitors the investment funds used to track deferred ... administration of company-owned life insurance (COLI) policies, both hedging COLI and investment COLI. * Prepare annual imputed income for split dollar policies. *… more
- Edward Jones (Dallas, TX)
- …Management Advice and Solutions (WMAS) that serves as the planning and investment consultation group supporting the delivery of financial planning services and ... implementation through investment solutions. We collaborate across WMAS to deliver personalized...(CFP) designation required + Bachelor's degree in business, Finance, Accounting or Law required + 10+ years of industry… more