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Description Position Overview:The Senior Financial Analyst provides financial planning information to leadership that allows for insight into business revenues, expenses and trends in order to strategically plan for Success.
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Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.
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Presentations include enrollment meetings, age-based financial education meetings, and sophisticated financial literacy meetings as requested by the plan sponsor or determined by the applicable communication and education plan.
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Prepares the reporting and disclosure of significant and critical accounting areas disclosed in the Company's financial statements such as equity/debt transactions, derivatives, stock-based compensation, goodwill, redeemable non-controlling interests, consolidation accounting, etc.
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We have offices located in Denton, Dallas, Irving and Royse City. This role offers an opportunity to partner with a respected local business and work alongside the Managing Partner and Senior Financial Representative.
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An education-based Accelerator Program designed to successfully transition you into an independent Financial Advisor. Related Job Openings Financial Representative Trainee - Braintree, MA.
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Schwab s service team is at the heart of our firm s commitment to helping clients own their financial futures. You ll also take charge of your own professional journey by attending the Schwab Service Academy, which provides you with the paid training, study time, and support you need to obtain your Securities Industry Essentials and FINRA Series 7 & 63 licenses.
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Minimum of eight years of public accounting experience with a major national or international firm or five years of such public accounting experience combined with at least three years of experience on the financial reporting team of a US publicly traded company.
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With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Advisor. Proactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long term financial goals.
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The Senior Financial Analyst, FP&A will be a key asset in the future growth of the company. Job Title: Senior Financial Analyst, FP&A. Develop financial models and analyses to support strategic initiatives.
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As the Senior Financial Analyst, you will play a critical role in providing financial insights, analysis, and recommendations to support key decision-making processes within the organization.
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As the Director Financial Reporting and Technical Accounting, you will prepare or lead the preparation of the Company's external, GAAP-basis financial statements, work with the FPA team on the creation of internal financial statements used by management and the BoD and work with the Treasury team to deliver reporting required under the Company's credit facility.
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Job Summary:As a Financial Planning and Analysis Associate within the Central Analytics & Reporting team, you will be responsible for the analysis and implementation of the Reporting strategy. Join our dynamic team at Corporate Sector Finance & Business Management as a Central Analytics & Reporting specialist and play a key role in re-engineering financial reporting processes and directing operational efficiency.
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The Student Financial Aid Officer IV reports to the Associate Director of Financial Aid for Loans Processing, Eligibility, and Verification and is responsible for reviewing, originating, reconciling, and returning private education loan funds, verifying the accuracy of Return of Title IV Funds calculations, and supervising the Loan Coordinator.
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The Risk and Finance domain includes actuarial modelling, forecasting, financial reporting, operational accounting, disbursements and receivables, treasury, and reinsurance. We are currently seeking a Technical Lead for Financial and Actuarial Services - Life & Annuities, Addison, Texas to join our team in Addison, Texas (US-TX), United States (US.
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Title: financial Company: Core Group Resources in Plano, TX
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