- Cardinal Health (Austin, TX)
- **_What Financial Planning & Analysis contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the ... oversees financial systems and safeguards the organization's assets. Financial Planning & Analysis provides strategic partnership and objective guidance… more
- PNC (Helotes, TX)
- …helping clients meet their savings, investing and retirement goals. Our team of financial planning experts guide you in creating personalized solutions on behalf ... position. **Preferred Skills** Client Prospecting, Client Relationship Building, Credit Risk Analysis , Customer Engagement, Financial Analysis , Financial… more
- PNC (New Braunfels, TX)
- …capacity, leveraging various technological tools in order to provide a personalized financial planning experience for clients seeking advice and guidance. They ... Advisors within PNC Investments (also referred to as Advisor Direct Financial Advisors) act in a...**Preferred Skills** Client Prospecting, Client Relationship Building, Credit Risk Analysis , Customer Engagement, Financial Analysis ,… more
- Raymond James Financial, Inc. (Houston, TX)
- **Job Description** Become trained and skilled to effectively and efficiently perform the Financial Advisor role: * If hired as a team candidate, the team will ... abreast of investment products, industry rules and regulations, and financial planning . * Performs other duties and...and practices. * Financial markets, banking, and financial data analysis and reporting. * Basic… more
- Bank of America (Universal City, TX)
- Financial Solutions Advisor -Consumer Investments - South Central Texas San Juan, Texas;Universal City, Texas **Job Description:** Please note this requisition ... met or exceeded. * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).… more
- Bank of America (Richmond, TX)
- Financial Solutions Advisor - Consumer Investments - West Houston Richmond, Texas **Job Description:** Please note that this requisition contains multiple ... met or exceeded. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).… more
- Truist (Dallas, TX)
- … financial needs and conditions based upon sound profiling and personal financial planning analysis . Actively monitor directly assigned investment ... Reserve/GenSpring market segment based upon objective and sound personal financial planning and financial advisory...sound personal financial planning and financial advisory concepts. An IWM Wealth Advisor … more
- Texas A&M University System (College Station, TX)
- Job Title Undergraduate Academic Advisor III - College of Education and Human Development Agency Texas A&M University Department Dean Of Education Proposed Minimum ... want We have an opportunity for a seasoned Academic Advisor III. The Advisor independently drives engagement...requirements for specific programs or majors. Assists in the analysis of the effectiveness of functional policies and programs.… more
- The Cigna Group (Houston, TX)
- …statistical analysis and other data analytic functions + Documentation, planning and tracking of project tasks and managing timelines obtaining support from ... **Job Summary** The Senior Research Advisor in Clinical Research will directly report to...identify new business opportunities and demonstrate the clinical and financial impact of Evernorth products and services. The Senior… more
- Cardinal Health (Austin, TX)
- …report inconsistencies with forecasts and actual sales. + Apply regression analysis , seasonality indices, and exception-based planning principles to forecasts. ... **_What Supply Chain Planning contributes to Cardinal Health_** Supply Chain ...supply chain as a competitive advantage. **_Job Summary_** The Advisor , Demand Planner, role supports the Cardinal Health medical… 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 ... **The Opportunity** We are seeking a Regulatory Reporting Quality Assurance Advisor to own the performance, independent validation and improvement of external… more
- PNC (Houston, TX)
- …Maintaining Trust, Influencing Through Expertise, Loan Review, Organizational Governance, Planning and Organizing, Regulatory Environment - Financial Services ... to the company's success. We are looking to hire a Credit Risk Review Advisor Senior in Credit Risk Review within PNC's Independent Risk Management organization. The… 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 ... us special and impactful. **The Opportunity** As a dedicated Business Applications Advisor Lead, the candidate selected for this position will provide leadership for… more
- Fannie Mae (Plano, TX)
- …and identifying potential risks that may threaten our reputation, safety, security, and/or financial success, as well as work with management and team members in ... MAKE* The SF Operational Risk - Risk Management - Advisor role will offer you the flexibility to make...enterprise. * Review processes to reduce risk using rigorous analysis . * Partner with team to review and provide… more
- Robert Half Finance & Accounting (Houston, TX)
- Description We are offering an exciting opportunity for a Financial Planning Analyst in Houston, Texas. You will be instrumental in handling customer accounts, ... advisor and providing continuous guidance. + Monitor clients' financial situations on a regular basis, making adjustments to...or related field. * CFP Designation * Proficiency in financial planning and strategy. * Knowledge of… more
- Charles Schwab (Westlake, TX)
- …the Service and Digital Integration Experience organization. The Service and Digital Efficiency Planning & Analysis team supports Advisor Services by ... status quo" and transform the finance industry together. Schwab Advisor Services (http://advisorservices.schwab.com/public/ advisor /why\_schwab?ver=ps&src=G\_BDN&sv1=s5rCfz6Cz\_dc&sv2=13831878124&sv3=xpxe4op6q0) , a division of… more
- Google (Austin, TX)
- …another quantitative field, or equivalent practical experience. + 4 years of experience in financial planning and analysis (FP&A), consulting, or a related ... for ambiguity and change. + Passionate about business, finance, and technology sectors. Financial Analysts ensure that Google makes sound financial decisions. As… more
- Deloitte (Dallas, TX)
- …Enrolled Agent + Alternative Certification: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) Preferred: + Advanced degree such as MST ... do: As a Tax Senior in the FTS-DART (Depreciation Analysis & Reporting Tool) group, you will be responsible...and state deferred tax balances. Computing tax depreciation for financial forecasts, tax provision, long-range planning , and… more
- Deloitte (Dallas, TX)
- …+ Enrolled Agent + Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) Preferred: + Advanced degree such as MST or ... As a Tax Senior Manager in the FTS-DART (Depreciation Analysis & Reporting Tool) group, you will provide tax...state deferred tax balances; + Computing tax depreciation for financial forecasts, tax provision, long-range planning , and… more
- Truist (Dallas, TX)
- …will focus primarily on leading the coordination, development, delivery and implementation of financial planning and advice. This role will directly lead and ... managers for meeting commitments, budget, and business goals. Must be knowledgeable in financial planning , related planning platforms, and industry trends.… more