- Deloitte (Austin, TX)
- … processes, both to individual projects and to client accounts. Work You'll Do As an Analyst , Engagement Financial Advisor (EFA), you will assist ... Deloitte's Engagement Financial Advisor (EFA) team is comprised of professionals specializing in Deloitte engagement economics & financial metrics,… more
- Deloitte (Austin, TX)
- Deloitte's Engagement Financial Advisor (EFA) team is comprised of professionals specializing in Deloitte engagement economics & financial metrics, ... operations and risk management. As a Financial Analyst , you will provide high-quality engagement ...in finding and solving problems with original ideas Our Engagement Financial Advisor team, part… more
- HNTB (Austin, TX)
- …and contract compliance. The Project Analyst III 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
- HNTB (Austin, TX)
- …and contract compliance. The Project Analyst II 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
- City National Bank (Austin, TX)
- …candidate should have experience with client discussions/presentations, proficiency in financial planning software (eMoney), and demonstrable knowledge in advanced ... Wealth Strategists and Wealth Strategists to analyze a client's current financial situation, identify appropriate planning strategies and techniques, and educate… more
- City National Bank (Austin, TX)
- …an interest in CNR investment services. Develops "partnering" relationships with Independent Financial Advisor , accounting firms, and estate planning firms with ... new accounts and account transfer process. * Handle Independent Financial Advisor and client communication. * Prepare...of the time *Additional Qualifications* * CFA - Chartered Financial Analyst (or in process of becoming… more
- Deloitte (Austin, TX)
- …+ Professional certification such as Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Certified Turnaround Professional (CTP), or Certified ... at every stage of their journey, helping them navigate challenges, avoid financial pitfalls, and implement practical solutions before, during, and after major… more
- SHI (Austin, TX)
- …US** + **Continuous professional growth and leadership opportunities.** + **Health, wellness, and financial benefits to offer peace of mind to you and your family.** ... position with Home Office setup as determined by SHI management. **Presales Engagement :** + Collaborate with sales teams to understand client requirements, goals,… more
- SHI (Austin, TX)
- …US** + **Continuous professional growth and leadership opportunities.** + **Health, wellness, and financial benefits to offer peace of mind to you and your family.** ... and the unified capabilities of Microsoft Fabric. **Responsibilities:** + **Presales Engagement ** + Collaborate with sales teams to understand client requirements,… more
- Deloitte (Austin, TX)
- …Certification) + Contract & Commercial Management (CCM) Certification Program + Certified Financial Analyst (CFA) + PMI Agile Certified Practitioner (Project ... broadly, legal innovation + Monitoring the performance of LEM engagement delivery teams + Advising on proposals + Advising,...also positioning tax and legal as a strategic business advisor for the digital era. We specialize in tax… more