NewAsset & Wealth Management, Private Wealth Management, Goldman Sachs Family Office, Wealth Planning Specialist, Vice President - Dallas The Goldman Sachs Group IncAsset & Wealth Management, Private Wealth Management, Goldman Sachs Family Office, Wealth Planning Specialist, Vice President - DallasDallas, TXAssist advisors in developing advanced, dynamic cash-flow models incorporating investment income, operating business distributions, liquidity events, private-investment capital calls and distributions, debt service, taxes, lifestyle spending, philanthropy, insurance, and planned wealth transfers. Serve as a senior wealth-planning resource for the firm's most sophisticated client situations, including those involving substantial private-business interests, complex ownership structures, concentrated assets, private investments, leverage, philanthropy, and multigenerational wealth-transfer goals.
Licensed Retirement Income Advisor- Sales & Planning (Sign-On Bonus) USAALicensed Retirement Income Advisor- Sales & Planning (Sign-On Bonus)Plano, TX$63,590–$121,530 / yearEducates membership on implications of economic, industry trends, tax law changes, estate issues, retirement risks, and other threats to an effective retirement income plan, as well as USAA's financial products and services. Provides advanced retirement planning advice, tax-efficient distribution options, health expense budgets, insurance solutions, estate planning and enhanced solutions like long term care products.
Principal Consultant - SAC Planning Infosys LtdPrincipal Consultant - SAC PlanningRichardson, TXAdd details about CorFunctional Knowledge of Financial Planning processes like Revenue Planning, Product cost planning, Profitability Planning, Workforce Planning, Opex Planning, Capex Planning, P&L Planning, Balance sheet and Cash flow planning including knowledge of cross process and information integration across the different planning processes. Add detFunctional Knowledge of Financial Planning processes like Revenue Planning, Product cost planning, Profitability Planning, Workforce Planning, Opex Planning, Capex Planning, P&L Planning, Balance sheet and Cash flow planning including knowledge of cross process and information integration across the different planning processes.
Financial Analyst Constellation BrandsFinancial AnalystDallas, TX$69,500–$102,100 / yearAn employee's pay position within the salary range will be based on several factors including, but not limited to, the prevailing minimum wage for the location, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, performance, shift, travel requirements, sales or revenue-based metrics, any collective bargaining agreements, and business or organizational needs. The Business Unit Finance & Pricing Analyst provides analytical and financial support to the BU Sales Finance Manager on price changes, planning & forecasting, reporting, and analyses in a variety of areas related to revenue management and finance.
Financial Advisor Northwestern MutualFinancial AdvisorDallas, Texas$61,000–$250,000 / yearFull timeNorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.
Sr. Financial Analyst - FP&A Varsity BrandsSr. Financial Analyst - FP&AFarmers Branch, TexasIt takes a team to make a real impact, and through our two divisions – BSN SPORTS and Varsity Spirit – and our network of 6,000+ employees and independent representatives, we are proud to partner with a wide range of educational institutions and club and professional sports to transform the student journey in SPORT and SPIRIT. Our 3,000 BSN SPORTS employees strive to support the Heart of the Game by putting valuable time back into the day of coaches and administrators through excellent service platforms.
Sr. Financial Analyst NuStar Energy LPSr. Financial AnalystDALLAS, TXThis critical infrastructure complements the Partnerships fuel distribution operations, which serve approximately 10,000 convenience stores, independent dealers, commercial customers, and distributors. Successful candidate should be driven to succeed while working independently and able to work collaboratively with Accounting, Operations, Sales and Commercial to achieve objectives.
Premier Advisor - Fort Worth, Allen, Plano or Warren, TX Truist Financial CorpPremier Advisor - Fort Worth, Allen, Plano or Warren, TXAllen, TXUtilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services. 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 eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.
Finance Manager Integer Holdings CorpFinance ManagerPlano, TXProvides financial analysis, reporting, and forecasting support to Senior Management, with frequent interactions with the Growth Senior Leadership Team; responsible for high quality, accuracy, timely, insight driven financial and operational analysis and reporting. Using strong business acumen, collaborates as a cross-functional business partner providing support in developing the strategic plan, long-range plan, budget, and rolling forecast and Annual Operating Plans as well as all financial analysis supporting both P&L and Balance sheet.
Manager, Finance And Accounting Advisory Services Armanino McKenna Certified Public Accountants & ConsultantsManager, Finance And Accounting Advisory ServicesDallas, TX$120,000–$150,000 / yearArmanino LLP is a licensed independent CPA firm that provides attest services, and Armanino Advisory LLC and its subsidiary entities provide tax, advisory, and business consulting services. A strong and up-to date knowledge of US GAAP (exposure to IFRS is a plus), with deep technical understanding of topics such as ASC 606 revenue recognition, lease transactions, purchase accounting, etc. and experience within the technical accounting or SEC reporting team of a company.
Senior Consultant, Finance And Accounting Advisory Services Armanino McKenna Certified Public Accountants & ConsultantsSenior Consultant, Finance And Accounting Advisory ServicesDallas, TX$79,000–$125,000 / yearArmanino LLP is a licensed independent CPA firm that provides attest services, and Armanino Advisory LLC and its subsidiary entities provide tax, advisory, and business consulting services. A strong and up-to date knowledge of US GAAP (exposure to IFRS is a plus), with deep technical understanding of topics such as ASC 606 revenue recognition, lease transactions, purchase accounting, etc. and experience within the technical accounting or SEC reporting team of a company is a plus.
Wealth Advisory Manager BakerAvenueWealth Advisory ManagerSouthlake, TXThis role will be responsible for supporting the advisor in day-to-day client management and will be providing portfolio management and financial planning guidance through phone conversations, email, and face-to-face meetings with our clients. Our Wealth Advisory Managers are committed to being part of a team that delivers comprehensive wealth management solutions and provides outstanding service to prospects, clients, and partners.
Wealth Advisor, Managing Director BakerAvenueWealth Advisor, Managing DirectorSouthlake, TXOther credentials a plus 4-year college degree with a preferred emphasis in economics, business, finance, accounting or similar field Very strong knowledge of finance and capital markets required Experience with Alternative Investments, Tax loss harvesting strategies and option overlay strategies Technical expertise in financial planning, retirement planning, investment management and cash flow/capital needs planning analysis A passion for financial planning & growing. We look for highly motivated candidates with a strong desire to deliver successfully, learn new skills, assume additional responsibilities and advance their career Strong abilities to multi-task, manage various client requests and effectively prioritize Unquestioned commitment to integrity in personal and professional activities Demonstrated ability to work effectively in a team environment Confidence to work directly with senior leaders and high-net worth clients.
Oracle Finance Consultant - Utilities Accenture PlcOracle Finance Consultant - UtilitiesIrving, TXCollaborate across client stakeholders, Accenture delivery teams, product teams, integration teams, testing teams, training teams, and offshore resources to deliver coordinated Oracle Cloud ERP outcomes. Translate CFO priorities into measurable enterprise value cases-building business cases, value architectures, and KPI baselines that link Oracle ERP capabilities to finance outcomes such as faster close, improved forecast accuracy, and reduced cost-to-serve.
VP, Ecommerce - B2C Wolters KluwerVP, Ecommerce - B2CDallas, TX$206,300–$309,400 / yearReporting to the Senior Vice President and GM of CDSP, you will take the reins in driving our go-to-market strategy, owning strategic planning, revenue generation, pricing, e-commerce, outbound and inbound marketing, sales, business development, partnerships, customer experience, customer retention and analytics for the global Individual business. Oversee the development and implementation of segment-specific go-to-market strategies including pricing by package, country and subsegment, channel management, sales team management, partnerships, spend allocation, subscriber experience and subscriber renewal programs.
Product Management Director - ISCO Managed Accounts USAAProduct Management Director - ISCO Managed AccountsPlano, TX$143,320–$273,930 / yearWe are currently seeking a Product Management Director (individual contributor) to be responsible for defining and executing the strategy for the firm's managed investment solutions, including model portfolios, Separately Managed Accounts (SMAs), Unified Managed Accounts (UMAs), and other investment advisory programs and solutions. This leader owns the managed accounts product strategy and roadmap and is accountable for delivering a competitive, scalable, and differentiated investment platform that supports member needs, advisor effectiveness, asset growth, and the firm's broader investment services strategy.
VP, Senior Wealth Consultant Ultra High Net Worth Westlake, TX The Charles Schwab CorpVP, Senior Wealth Consultant Ultra High Net Worth Westlake, TXWestlake, TXSupporting our clients' wealth management needs on behalf of our clients includes but is not limited to: financial planning, estate planning, investment management, retirement planning, education planning, active trading, banking, insurance, and lending needs. Understands life event triggers for clients and leverages this ability to consolidate and retain assets; proven ability to probe clients for life event triggers and provide financial advice accordingly.
NewStructured Lending Advisor II or III Truist Financial CorpStructured Lending Advisor II or IIIDallas, TXPlease review the following job description: The Structured Lending Advisor is a geographically (or segment) based, client-facing role, partnering directly with Wealth Advisors to recommend highly customized, complex credit strategies to meet the needs of high net worth and ultra-high net worth clients and prospects. The Structured Lending Advisor partners directly with Wealth Advisors to recommend highly customized, complex credit strategies to meet the needs of high net worth and ultra-high net worth clients and prospects.
Sr. Treasury ALM & Analytics Analyst ToyotaSr. Treasury ALM & Analytics AnalystPlano, TexasThe primary responsibility of this role is to provide critical thought-leadership and experience on Interest Rate Risk (IRR), Liquidity Risk, Funds Transfer Pricing (FTP), Valuation, and Financial Forecasting utilizing measures such as Net Interest Income (NII), Earnings at Risk (EAR), Economic Value of Equity (EVE), and other Key Risk Indicators. Collaborate with the Financial Planning and Analysis (FP&A), Credit Risk and Economic Capital teams to produce balance sheet and net interest income forecasts for annual budgeting, monthly forecasting, risk appetite and other scenarios.
Senior Software Development Engineer- AI Engineering & Operations Charles SchwabSenior Software Development Engineer- AI Engineering & OperationsSouthlake, TXTo ensure that we fulfill our promise of “challenging the status quo,” this role has specific qualifications that successful candidates should have: Required Qualifications: • 8+ years of software engineering, data engineering, or related experience, including experience delivering enterprise-scale solutions. Schwab Technology Services enables the future of how clients manage their money by providing innovative and reliable technology products and services as part of our ongoing commitment to democratize access to investing and financial planning.