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99 cfa jobs at 64 companies in Dallas, TX

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Finance Educator - CFA Content Writer
Dallas, Texas, United States
OnsiteFull Time
UWorld
UWorld: Provides digital learning tools for high-stakes exam preparation.
3+ YOECFA charter required; Master of Finance or MBA preferred; 3-5 years in finance or academia; strong CFA-related content and MS Office skills.
MS Office, CRM, Marketing software
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3d
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CFA Delivery Driver
Dallas, Texas, United States
$14/hr FieldFull Time, Part Time
Chick-fil-A
Chick-fil-A: Fast-food chain serving chicken sandwiches and related food items.
1+ YOERequires age 18+, valid state-issued driver's license, reliable insured transportation, two-year clean driving record, smartphone for the delivery app, and willingness to work in the restaurant.
Delivery App, smartphone
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1mo
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PROJECT MANAGER I - CFA (TX)
Dallas, Texas, United States
OnsiteFull Time
Murata Machinery USA
Murata Machinery USA: Manufactures and services automated machinery for factories and logistics.
1+ YOECoordinate technical project aspects, manage budgets and schedules, select vendors, review designs, and support system installations; bachelor's degree and 1–2 years related experience required.
AutoCAD, Microsoft Project, Microsoft Office
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2mo
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FOH Closing/Shift Lead - Manager -CFA Exp Required
Southlake, Texas, United States
$16-$18/hr OnsiteFull Time, Part Time
Chick-fil-A
Chick-fil-A: Operates a chain of quick-service chicken sandwich restaurants.
1+ YOE1+ MgmtExperience in Chick-fil-A or leadership roles; 18+; HS diploma; valid driver’s license; authorized to work in the U.S.; criminal background check; available to work nights, weekends, and holidays; reliable transportation.
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Senior Analyst, Financial Planning
Fort Worth, Texas, United States
OnsiteFull Time
Teton Ridge
Teton Ridge: Elevating Western culture through sports, media, and lifestyle entertainment.
3+ YOEBachelor's in Accounting or Finance; 3-5 years FP&A or related finance experience; CPA/CFA pursued or completed is a plus.
Excel, Financial Modeling, Power BI
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Senior Financial Analyst
Carrollton, Texas, United States
OnsiteFull Time
Swiss American CDMO
Swiss American CDMO: Contract manufacturing for topical skin and wound care products.
4+ YOE5+ years in financial analysis or modeling; advanced Excel; strong accounting knowledge; Tableau experience; excellent communication; CFA/CPA preferred.
Excel, Tableau, PowerPoint, Outlook, Word
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3w
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Client Service Associate
Dallas, Texas, United States
HybridFull Time
Eton Advisors
Eton Advisors: Independent multi-family office providing wealth and investment management services.
3+ YOEBachelor's degree, 3+ years in accounting/finance/investment or related services. Strong analytical, communication, and Excel/PowerPoint skills. CPA/CFA preferred.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint
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3mo
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Managing Director, Turnaround & Restructuring
Chicago or New York City or Dallas
HybridFull Time
Ankura
Ankura: Provides global business advisory and expert consulting services.
10+ YOEMinimum 10 years of restructuring/distressed experience; advanced modeling; undergraduate degree; CFA/CIRA/CPA preferred; ability to travel and lead teams.
Excel, PowerPoint, Financial modeling
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4d
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Senior Financial Analyst, NACF Capacity Finance
New York or Nashville or Irving or Arlington or Bellevue
$60k-$129k/yr OnsiteFull Time
Amazon
AmazonNASDAQ: AMZN: Global online retail and cloud computing technology provider.
3+ YOEBachelor's degree in finance, accounting, business, economics, or a related analytical field and 3+ years of finance or related analytical experience; MBA or CFA preferred.
Net Present Value (NPV), Capital Appropriation Requests (CAR), Plan of Record (POR)
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2mo
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Managing Director, Wealth
Dallas, Texas, United States
$185k-$230k/yr OnsiteFull Time
Busey
BuseyNASDAQ: BUSE: Provides retail banking, commercial lending, and wealth management services.
7+ YOE3+ MgmtSenior wealth management leader with 7+ years experience; 3+ years private wealth advisory leadership; CFP/CFA/CPA/CTFA preferred.
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3mo
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Director - Relationship Manager, Project Finance and Infrastructure
Cleveland or New York City or Chicago or Atlanta or Houston or Birmingham or Detroit or Pittsburgh or Tupelo or Denver or Columbus or Cincinnati or Farmers Branch
$102k-$217k/yr RemoteFull Time
Huntington
HuntingtonNASDAQ: HBAN: Provides regional commercial, consumer, and mortgage banking services.
10+ YOELead origination, structuring and execution of project finance and infrastructure transactions; 10+ years in project finance; strong financial modeling; CFA/MBA preferred.
Financial modeling, Excel, PowerPoint, Credit analysis
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2d
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Wealth Associate
San Francisco or New York City or Dallas or Seattle or San Diego or Naples
$75k-$95k/yr OnsiteFull Time
BakerAvenue
BakerAvenue: Provides wealth management and investment advisory services to high-net-worth clients.
Bachelor's degree required; CFA or CFP preferred. Interest in wealth management, strong communication, organization, collaboration, problem-solving, prioritization, and client-service skills.
401k
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2mo
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Sr. Director, Insurance Portfolio Management
Addison or Montpelier or New York
$206k-$303k/yr OnsiteFull Time
National Life Group
National Life Group: Sells life insurance policies and retirement annuity products.
5+ YOE5–12+ years in institutional asset management, insurance investments, or fixed income; CFA preferred; MBA welcomed; strong Excel/Bloomberg; ALM experience.
Excel, Bloomberg, Portfolio management systems
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1mo
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International Investment Counselor (US Based) - Canadian Clients
Plano, Texas, United States
OnsiteFull Time
Fisher Investments
Fisher Investments: Independent money management firm providing investment advisory services.
4+ YOECFA (any level) and Series 65 (assistance provided), 4+ years portfolio management and client relationship experience, Bachelor's degree required, consultative client focus.
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2w
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Investment Analyst
Fort Worth, Texas, United States
OnsiteFull Time
Texas Christian University
Texas Christian University: Private university providing undergraduate and graduate degree programs.
1+ YOEBachelor's in Finance/Accounting/Economics,1–3 years relevant experience,ability to obtain CAIA or CFA,Excel and PowerPoint proficiency,data analysis and reporting skills.
Microsoft Excel, Microsoft PowerPoint
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3w
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Finance & Business Management - Associate
Plano, Texas, United States
OnsiteFull Time
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
3+ YOEBachelor's in Accounting/Finance,3+ years FP&A or related experience,advanced Excel and PowerPoint,analytical skills,stakeholder communication,project leadership; preferred CFA or CPA.
Alteryx, SQL, Tableau, Anaplan, ThoughtSpot, Microsoft Excel, Microsoft PowerPoint
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1d
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Internal Audit, Controllers & Tax, Senior Analyst, Dallas
Dallas, Texas, United States
OnsiteFull Time
Goldman Sachs
Goldman SachsNYSE: GS: Provides investment banking, securities, and wealth management services globally.
1+ YOERequires 1–3 years in public accounting, independent validation, internal audit, or related financial-services control work; a four-year finance or accounting degree; strong communication, analytical, and relationship skills.
Basel, CCAR, SEC, US GAAP, CPA, CFA, CIA
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2w
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R1386N - Donation Recovery Specialist
Fort Worth, Texas, United States
OnsiteFull Time
LifeGift
LifeGift: Non-profit organ and tissue recovery organization.
Completion of CST, CFA or allied health training; Texas and national licensure if applicable; knowledge of human anatomy and medical terminology; acute care or organ procurement experience preferred.
EMR
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3w
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Senior Specialist, IWM Portfolio Analyst - BNY Wealth
Dallas, Texas, United States
$71k-$120k/yr HybridFull Time
BNY
BNYNYSE: BK: Global institution managing and servicing financial assets worldwide.
3+ YOE3–5 years portfolio or investment experience, bachelor's degree required; strong portfolio construction, trading, performance measurement, reporting, analytical and communication skills; CFA preferred.
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2mo
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Experienced Associate, Transaction Opinions & Board Advisory
Atlanta or Chicago or Dallas or New York or San Francisco
HybridFull Time
Lincoln International
Lincoln International: Global investment banking advisory for middle-market transactions and private funds.
3+ YOE3-5 years in financial services; advanced financial modeling; CPA and/or CFA Level I preferred; Bachelor's in Finance, Accounting or Economics; strong Excel and PowerPoint skills.
Microsoft Excel, PowerPoint, Microsoft Word
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