- Southern California Edison (Pomona, CA)
- …Economics, or related field (Master's or MBA preferred). + Professional certifications such as CPA , CFA , or PMP are highly valued. + Three or more years of ... progressive financial analysis and advisory experience, ideally in large-scale capital programs or utility/energy sector. + Experience with regulatory filings, testimony coordination, and operational planning processes. + Strong understanding of capital… more
- TIAA (Dallas, TX)
- …related field) + Graduate degree ( MBA , MS, MA in relevant field) + CFA , FRM, ASA, FSA, PhD, CPA , or other relevant professional certifications **TECHINCAL ... Real Estate investments * Analyze simulation outputs from risk and private and public data analytics * Monitor compliance with risk limits (both notional and tail… more
- Fujifilm (Research Triangle Park, NC)
- …MS in Finance, or relevant graduate degree) strongly preferred. + Professional credentials (eg, CFA , CPA ) are a plus. + Any combination of education and ... experience, which would provide an equivalent background to deliver against role expectations. + 15+ years of progressively responsible experience in Corporate Finance, Strategy, Business Planning, M&A, or Management Consulting. + 5+ years leading complex… more
- Charles Schwab (Westlake, TX)
- …senior leadership. + Bachelor's degree in finance, economics, or accounting. **Preferred:** + MBA , master's degree, CPA , and/or CFA credentials. **What's in ... it for you** At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility… more
- Bank of America (Paramus, NJ)
- …start date) **Desired skills:** * MBA or Post-Graduate Degree preferred * CFP, CPA , CFA , CTFA, CFM or JD a significant plus **Skills:** + Business ... Development + Client Management + Client Solutions Advisory + Prospecting + Wealth Planning + Analytical Thinking + Oral Communications + Referral Management + Relationship Building + Risk Management + Active Listening + Attention to Detail + Collaboration +… more
- Wells Fargo (Atlanta, GA)
- …professional designations/licenses, such as JD, MBA , MS in Taxation, or CPA , Certified Financial Planner (CFP), and/or Chartered Financial Analyst ( CFA ... ) strongly preferred + Deep experience with clients in the $25+ million net worth segment + Professional network and local market knowledge in location and location markets **Job Expectations:** + Ability to travel up to 25% of the time **Posting End Date:**… more
- Aflac (GA)
- …degree + Progress toward or willingness to work toward Chartered Financial Analyst ( CFA ) designation, CPA , or other similar professional designation + Financial ... institution (bank, investment bank, mutual fund, insurance company, etc.) experience in similar or related capacity (pricing control, pricing operations, data management, investment accounting, etc.) Travel Less than or equal to 10% Principal Duties &… more
- Bank of America (Houston, TX)
- …the business community **Desired Qualifications:** + MBA or Post-Graduate Degree + CFP, CPA , CFA , CTFA, CFM or JD a significant plus **Skills:** + Business ... Development + Client Management + Client Solutions Advisory + Prospecting + Wealth Planning + Analytical Thinking + Oral Communications + Referral Management + Relationship Building + Risk Management + Active Listening + Attention to Detail + Collaboration +… more
- CRC Insurance Services, Inc. (Charlotte, NC)
- …relevant accounting or finance experience desired. **CERTIFICATIONS, LICENSES, REGISTRATIONS** + CPA , CMA or CFA preferred **FUNCTIONAL SKILLS** **Required ... in Accounting, Finance, Economics, or related field desired. + Advanced Degree (Master's, MBA , Finance / Accounting concentration) preferred. + At least 3-5 years of… more
- Bank of America (Bloomfield Hills, MI)
- …of start date) **Desired skills:** + MBA or Post-Graduate Degree preferred + CFP, CPA , CFA , CTFA, CFM or JD a significant plus **Additional Skills Used in ... this Role:** + Business development + Prospecting and Qualification + Oral Communication + Investment Products and Solutions + Client team management + Influencing + Consulting + Problem Solving + Investment Products and Solutions + Advisory Sales + Pipeline… more