- Truist (Mclean, VA)
- …**Preferred Qualifications:** + Chartered Financial Analyst ( CFA ) certification [or progress towards CFA ] + MBA [or progress towards MBA ] + Additional ... Professional Designations such as CFP(R), CIMA, CAIA **General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are… more
- Charles Schwab (Newport Beach, CA)
- …(CWS), CFA or CFP strongly preferred + Professional designations/certifications (eg, CFP, CFA , MBA , CHFC, CPWA) preferred + Active & valid FINRA Series 7 ... license required + Active & valid FINRA Series 66 (63/65) license required + Active & valid Life & Health insurance (or may be obtained within 90 days of employment) + 7+ years industry experience and must have experience working with HNW clients Pursuant to… more
- Wellington (Needham, AL)
- …. Undergraduate degree in accounting or finance . Completion or progress towards a CPA, CFA , or MBA is strongly favored . 6-8+ years of experience from a ... assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/ CFA reimbursement and paid time off (leave of absence, paid… more
- JBT Corporation (Chicago, IL)
- …degree in Accounting, Finance, or a related field. Additional qualifications such as CTP, CPA, CFA , or an MBA are highly preferred. Minimum of 5 years of ... Finance, or a related field. Additional qualifications such as CTP, CPA, CFA , or an MBA are highly preferred. Minimum of 5 years of corporate treasury or… more
- Wellington (Chicago, IL)
- …degree with preference given to candidates with progress toward the CAIA designation, CFA designation, MBA or other graduate level degree. The candidate should ... assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/ CFA reimbursement and paid time off (leave of absence, paid… more
- Citigroup (Columbus, OH)
- …these standards. **Qualifications:** + 5-8 years of relevant experience. + Chartered Accountant/ CFA / MBA . + Experience in accounting or related field. + Knowledge ... of funds services and its process. + Knowledge of relevant technical systems. + Previous supervisory experience. + Demonstrated leadership and project management skills. + Consistently demonstrates clear and concise written and verbal communication. +… more
- Vaco (Columbus, OH)
- …3 years' experience in audit, tax, and/or public accounting highly preferred. + CPA, CFA , MBA or other professional designation a plus. **Technical Skills:** + ... Must have working knowledge of MS Office Suite + Experience with Bullhorn preferred. **Basic Skills:** + Able to work with a sense of urgency and meet tight deadlines; Organized, detailed, and results driven. **Travel** : <10% -Occasional travel to annual… more
- Morgan Stanley (Minneapolis, MN)
- …experience in investment management or similar - Significant progress towards a CFA , MBA and/or another credential relevant to investment management or ... finance strongly preferred - Strong mathematical and analytical skills - Familiarity with academic financial theory and applications - Working knowledge of equity risk models and portfolio optimization preferred - Analytical writing ability Parametric believes… more
- TE Connectivity (Houston, TX)
- …deliverables on time. * Education: Bachelor's Degree in Accounting / Finance preferably with CPA/CMA/ CFA or MBA . * 9+ years of experience in finance. * ... Experience in credit, pricing, product costing and cost optimization helpful with at least 5 years of management. * +5 years developing analytical capabilities for a finance organization ideally in a Manufacturing environment. * Oil & Gas, Marine, Defense… more
- ALDI (Naperville, IL)
- …* Or, a combination of education and experience providing equivalent knowledge. * CPA, CFA , MBA , or Master's Degree in Finance or Accounting preferred. * ... Experience with SAP, BPC, Analysis for Office, Alteryx, and Tableau preferred. * Experience in independently building long-range financial models based on knowledge of financial analysis strategies, including the use of discounted cash flows, NPV, IRR, and… more
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