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96 cfa jobs at 62 companies in DeSoto, TX

2mo
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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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3w
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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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2mo
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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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2mo
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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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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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2w
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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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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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2mo
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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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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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1w
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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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4w
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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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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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1w
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Investment Credit Analyst
Southlake, Texas, United States
$95k-$115k/yr OnsiteFull Time
Charles Schwab
Charles SchwabNYSE: SCHW: Financial services, brokerage, and investment management provider.
1+ YOEBachelor's degree required; 1+ years credit or financial analysis experience; strong accounting and financial statement skills; CFA/MBA progress preferred; excellent communication and judgment.
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1mo
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Assistant VP Servicing (expense reduction/change mgmt)
Carrollton, Texas, United States
$90k-$150k/yr OnsiteFull Time
Pennymac
PennymacNYSE: PFSI: Provides mortgage loan production, servicing, and investment management.
5+ YOEBachelor's degree required, MBA or CFA preferred; 5+ years relevant experience; advanced data modeling, Excel and SQL skills; mortgage servicing and BI experience preferred.
Microsoft Excel, SQL
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6d
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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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Vice President, Client Processing
Dallas, Texas, United States
$69k-$150k/yr HybridFull Time
BNY
BNYNYSE: BK: Global institution managing and servicing financial assets worldwide.
7+ YOEBachelor's in finance/business required; 7+ years transaction processing experience; strong analytical, communication skills and proficiency with transaction systems; advanced degree or CFA/CPA preferred.
AI
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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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2mo
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Manager - Strategic Finance
Frisco, Texas, United States
$101k-$145k/yr HybridFull Time
Uber Freight
Uber Freight: Digital marketplace connecting shippers with trucking carriers.
3+ YOEBachelor's in finance/accounting/economics, 3+ years FP&A or strategic finance experience, elite Excel/Sheets skills, strong communication, GAAP knowledge; MBA/CFA/CPA preferred.
Microsoft Excel, Google Sheets, SQL, Power BI, Tableau
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4w
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Senior Manager, Commercial Credit Review
Charlotte or McLean or Richmond or Chicago or New York or Plano
$183k-$250k/yr OnsiteFull Time
Capital One
Capital OneNYSE: COF: Financial services offering credit cards, banking, and loans.
8+ YOEBachelor's or military experience,8+ years transactional credit experience,master's and CFA/CPA preferred,strong credit and financial analysis,leadership,communication,and ability to assess and report risks.
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