- Fidelity TalentSource LLC (Westlake, TX)
- …for the client relationship. Acts as the client s \u201Ctrusted advisor \u201D.Building client relationship to highest level of decision makers.Planning and ... of Business with supporting functions (Client Service Manager, Testing and Reporting Analyst ) providing services through the MD to the client.The MD is responsible… more
- Jack Henry & Associates (Allen, TX)
- …We hope you'll join us. We can't do it without you. We are looking for a Financial Analyst Advisor to join our internal reporting group. The ideal candidate ... Financial Analyst **General information** Press space... Financial Analyst **General information** Press space or enter keys...you to have:** * Experience working in a Senior Financial Analyst role. * MBA and/or CPA… more
- JPMorgan Chase (Plano, TX)
- As a HR Manager Advisor on the Manager Success Center Team, you will be responsible for delivering a best in class and personalized experience to managers in support ... volume, fast-paced environment JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers,… more
- Morgan Stanley (Plano, TX)
- …clients by understanding their investment objectives and working in partnership with the Financial Advisor / Private Wealth Advisor to deliver solutions. ... *POSITION SUMMARY:* The Wealth Management Analyst 's responsibilities include producing strategy reports, synthesizing client/prospect...comprehensive financial strategy in conjunction with the Financial Advisor / Private Wealth Advisor… more
- USAA (Plano, TX)
- …a part of what makes us so special! **The Opportunity** As a dedicated **Senior Financial Reporting Analyst ** , you will be a significant contributor to the ... At USAA, we have an important mission: facilitating the financial security of millions of US military members and...determine the impact to USAA. + Serves as an advisor to management and as a valued and trusted… more
- BMO Financial Group (Irving, TX)
- We are hiring for an AVP Financial Analyst supporting our Commercial Transportation Finance portfolio. In this role you will be assigned a revolving portfolio of ... clients analyzing financial statements and creating the credit write ups for...are met or exceeded. + Acts as a trusted advisor to assigned business/group. + Influences and negotiates to… more
- HNTB (Dallas, TX)
- …flow, and contract compliance. The Project Analyst acts as the primary financial advisor throughout the project lifecycle, ensuring success in areas such as ... our team of employee-owners. This opportunity entails being responsible for providing financial guidance to project teams, with a focus on budgets, profitability,… more
- USAA (Plano, TX)
- …that really matters. At USAA, we have an important mission: facilitating the financial security of millions of US military members and their families. Not all ... makes us so special! **The Opportunity** Our **Audit Data Analyst Manager** is responsible for audit analytics, internal projects...and leaders across the enterprise, and serve as an advisor to the leadership team. + Presents data analytics… more
- USAA (Plano, TX)
- …that really matters. At USAA, we have an important mission: facilitating the financial security of millions of US military members and their families. Not all ... makes us so special! As a dedicated Business Intelligence Analyst Senior, you will analyze complex business problems and...or analysis). + Acts as a trusted data visualization advisor to the collaborator/end-user to drive business value. +… more
- Citigroup (Roanoke, TX)
- The Infrastructure Senior Technology Analyst is an intermediate level role responsible for Data Center Physical Provisioning (DCPP) activities, assisting with LAN / ... as necessary + Provide technical/strategic direction and act as advisor /coach to lower level analysts + Develop projects required...pressure or to a deadline + Experience in a Financial Services or large complex and/or global environment preferred… more
- CyrusOne (Dallas, TX)
- The Senior Business and Data Analyst is primarily responsible for overseeing and supporting the reporting requirements of our organization and coordinating handoffs ... warehouses and marts and reporting platforms + Experienced in being trusted advisor to client executives and stakeholders, suggesting alternate tools and techniques… more
- Citigroup (Roanoke, TX)
- The Infrastructure Senior Technology Analyst is an intermediate level role responsible for assisting with Data Center Service Delivery (DCSD) activities, LAN / WAN ... as necessary + Provide technical/strategic direction and act as advisor /coach to lower level analysts + Develop projects required...pressure or to a deadline + Experience in a Financial Services or large complex and/or global environment preferred… more
- USAA (Plano, TX)
- …that really matters. At USAA, we have an important mission: facilitating the financial security of millions of US military members and their families. Not all ... + Expert knowledge of Microsoft Office tools. + Successful completion of an analyst assessment may be required. **What sets you apart:** + **Innovative Mindset** :… more
- Headquarters, Air Force Reserve Command (Fort Worth, TX)
- …tasks in support of accounting function(s). Provides customer service for vendors, resource advisor , financial analyst , and other external and internal ... customers. Requirements Conditions of Employment Qualifications In order to qualify, you must meet the specialized experience requirements described in the Office of Personnel Management (OPM) Qualification Standards for General Schedule Positions, Clerical… more
- Citigroup (Irving, TX)
- …and our agile culture. We are seeking a fast learner who is familiar with financial data and data management. In this role you will have the opportunity to implement ... CDO, technology teams and various data stakeholders. + Be a trusted and informed advisor /partner to regional teams and lines of business staff members. + Prepare and… more
- Truist (Dallas, TX)
- …Qualifications:** + Undergraduate degree Trust School graduate Certified Financial Trust Advisor (CFTA) / Chartered Financial Analyst (CFA) **General ... Support Specialist/Fiduciary Support Specialist, trust experience, investment, banking or financial planning-related client service experience, or equivalent outside experience.… more
- JPMorgan Chase (Plano, TX)
- Join our dynamic team where you will play a crucial role in the Advisor Productivity Tools and Connect Platform programs. This role offers an exciting opportunity to ... key role in the development and execution of our Advisor Productivity Tools and Connect Platform initiatives. You will...+ 5 plus years of product management or business analyst experience with a strong analytical background; trading and… more
- Jacobs (Dallas, TX)
- …earnings calls, investment conference calls and in-house meetings, road shows, analyst days and one-on-one meetings. * Design, articulate, and implement the ... overall Investor Relations strategy, including creation/modification of the company's financial communications story, the external and internal messaging, scheduling… more
- Truist (Dallas, TX)
- …profiling and personal financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment ... Completion or enrollment in professional level certification programs such as Chartered Financial Analyst (CFA), Certified Financial Planner (CFP),… more
- Deloitte (Dallas, TX)
- …+ Professional certification such as Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Certified Turnaround Professional (CTP), or Certified ... and their stakeholders. Learn more about Deloitte Risk and Financial Advisory's Restructuring practice. Work you'll do As a...Insolvency and Restructuring Advisor (CIRA) or demonstrated progress toward such certifications Information… more
