2mo
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Finance Educator - CFA Content Writer
Dallas, Texas, United States
OnsiteFull Time
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
3w
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PROJECT MANAGER I - CFA (TX)
Dallas, Texas, United States
OnsiteFull Time
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
2mo
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FOH Closing/Shift Lead - Manager -CFA Exp Required
Southlake, Texas, United States
$16-$18/hr OnsiteFull Time, Part Time
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.
2mo
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VP, Senior Client PM, Ark Invest
Irving, Texas, United States
RemoteFull Time
8+ YOEEight+ years investment sales experience with ETF products; NASD Series 7 and 63 required; CFA/CIMA preferred; strong sales, presentation and communication skills; willingness to travel; college degree in business or equivalent.
NASD Series 7, NASD Series 63, CFA, CIMA
4d
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Certified Surgical First Assistant PRN
Plano, Texas, United States
OnsitePart Time
2+ YOECST and CFA certification required, BLS required, 2 years CFA or equivalent surgical experience, able to function as OR scrub tech.
2mo
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Senior Analyst, Financial Planning
Fort Worth, Texas, United States
OnsiteFull Time
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
2mo
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Senior Financial Analyst
Carrollton, Texas, United States
OnsiteFull Time
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
3mo
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Managing Director, Turnaround & Restructuring
Chicago or New York City or Dallas
HybridFull Time
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
2w
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Client Service Associate
Dallas, Texas, United States
HybridFull Time
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
2mo
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Managing Director, Wealth
Dallas, Texas, United States
$185k-$230k/yr OnsiteFull Time
7+ YOE3+ MgmtSenior wealth management leader with 7+ years experience; 3+ years private wealth advisory leadership; CFP/CFA/CPA/CTFA preferred.
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
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
2mo
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Sr. Director, Insurance Portfolio Management
Addison or Montpelier or New York
$206k-$303k/yr OnsiteFull Time
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
3w
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International Investment Counselor (US Based) - Canadian Clients
Plano, Texas, United States
OnsiteFull Time
4+ YOECFA (any level) and Series 65 (assistance provided), 4+ years portfolio management and client relationship experience, Bachelor's degree required, consultative client focus.
1w
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Finance & Business Management - Associate
Plano, Texas, United States
OnsiteFull Time
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
6d
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Investment Analyst
Fort Worth, Texas, United States
OnsiteFull Time
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
4d
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R1386N - Donation Recovery Specialist
Fort Worth, Texas, United States
OnsiteFull Time
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
2w
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Vice President, Client Processing
Dallas, Texas, United States
$69k-$150k/yr HybridFull Time
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
5d
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Investment Credit Analyst
Southlake, Texas, United States
$95k-$115k/yr OnsiteFull Time
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.
2mo
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Experienced Associate, Transaction Opinions & Board Advisory
Atlanta or Chicago or Dallas or New York or San Francisco
HybridFull Time
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
2mo
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Manager - Strategic Finance
Frisco, Texas, United States
$101k-$145k/yr HybridFull Time
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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