Current jobs related to Senior Financial Consultant - Frisco, Texas - CFA Institute

  • In-Store Financial Consultant

    2 months ago

    Frisco, Texas, United States EECU Full time

    Job OverviewWe are seeking a dedicated In-Store Financial Consultant to join our dynamic team. This role is essential in delivering exceptional financial services to our members.Key ResponsibilitiesAs an In-Store Financial Consultant, you will:Engage with members to identify their financial needs and present tailored solutions.Facilitate the opening of both...

  • Senior Technical Implementation Consultant

    2 days ago

    Frisco, Texas, United States Thomson Reuters Full time

    We are seeking a highly motivated Senior Technical Implementation Consultant with 5+ years of experience in implementing ONESOURCE ORACLE Integration and/or financial add-ons for ORACLE R12 or Fusion.The ideal candidate will work closely with ONESOURCE Project Managers and Tax SME to implement ONESOURCE Determination integration software at client sites in...

  • Senior Risk Consultant

    3 weeks ago

    Frisco, Texas, United States The Hartford Full time

    Senior Consultant, Risk EngineeringWe are seeking a highly skilled and experienced Senior Consultant, Risk Engineering to join our team at The Hartford. As a key member of our risk management team, you will be responsible for providing advanced property and casualty consultative services to our largest customers within the region.Key Responsibilities:Provide...

  • Senior Financial Analyst

    4 weeks ago

    Frisco, Texas, United States Addus Homecare Full time

    Job Title: Senior AccountantWe are seeking a highly skilled Senior Accountant to join our team at Addus Homecare. As a Senior Accountant, you will be responsible for financial reporting, month-end close, balance sheet reconciliations, and special projects.Key Responsibilities:Assist with the preparation of monthly, quarterly, and yearly financial statements...

  • Senior Financial Analyst

    4 weeks ago

    Frisco, Texas, United States Addus HomeCare Full time

    Senior Accountant Job DescriptionWe are seeking a highly skilled Senior Accountant to join our team at Addus Homecare. As a Senior Accountant, you will be responsible for financial reporting, month-end close, balance sheet reconciliations, and special projects.Key Responsibilities:Assist with the preparation of monthly, quarterly, and yearly financial...

  • Senior Risk Consultant

    1 month ago

    Frisco, Texas, United States The Hartford Full time

    Senior Consultant, Risk EngineeringWe are seeking a highly skilled Senior Consultant, Risk Engineering to join our team at The Hartford. As a key member of our Risk Engineering department, you will play a critical role in protecting the future of our company and its business partners through the delivery of industry-leading safety and risk management...

  • Senior Technical Implementation Consultant

    2 days ago

    Frisco, Texas, United States Thomson Reuters Full time

    About the Role:We are seeking a highly motivated Senior Technical Implementation Consultant with 5+ years of experience in implementing ONESOURCE ORACLE Integration and/or financial add-ons for ORACLE R12 or Fusion.The Principal Implementation Consultant - ERP will work closely with ONESOURCE Project Managers and Tax SME to implement ONESOURCE Determination...

  • Senior Financial Analyst

    2 weeks ago

    Frisco, Texas, United States PrideStaff Full time

    Senior Accountant OpportunityPrideStaff Financial is partnering with a dynamic client in Frisco, Texas, to identify a skilled Senior Accountant to join their growing team. This role offers a unique blend of accounting expertise and leadership potential, making it an attractive opportunity for professionals seeking a long-term career path.Key...

  • Financial Consultant

    2 months ago

    Frisco, Texas, United States New York Life Insurance Company Full time

    Position Overview: Financial Services AssociateAre you skilled in listening and developing effective, data-driven financial strategies? We are seeking a knowledgeable individual ready to establish a career in the finance sector. Our comprehensive training program cultivates exceptional Registered Representatives who are dedicated to building enduring...

  • Senior Risk Consultant

    4 weeks ago

    Frisco, Texas, United States The Hartford Full time

    Senior Consultant, Risk EngineeringWe're seeking a seasoned Risk Engineering Consultant to join our team at The Hartford. As a key member of our risk management team, you will play a critical role in protecting the future of our business and ensuring profitability for our customers, partners, and agents.Responsibilities:Provide advanced property and casualty...

  • Senior Channel Financial Analyst

    1 week ago

    Frisco, Texas, United States Fortinet Full time

    Senior Channel Financial AnalystFortinet is seeking a highly motivated and forward-thinking Senior Channel Financial Analyst to join the WW Sales Finance team. The successful candidate will play a crucial role in ensuring the day-to-day financial health of our Channel business. As part of this group, you'll support Fortinet's growth by applying innovation to...

  • Senior Channel Financial Analyst

    2 weeks ago

    Frisco, Texas, United States Fortinet Full time

    Senior Channel Finance AnalystFortinet is seeking a highly motivated and forward-thinking Senior Channel Finance Analyst to join the WW Sales Finance team. As a key member of this group, you will play a crucial role in ensuring the day-to-day financial health of our Channel business.You will support Fortinet's growth by applying innovative financial thinking...

  • Senior Financial Analyst

    2 weeks ago

    Frisco, Texas, United States Keurig Dr Pepper Inc. Full time

    Senior Financial Analyst - Commercial FinanceKeurig Dr Pepper Inc. is seeking a highly skilled Senior Financial Analyst to join our Commercial Finance team. As a key resource for the Bottler Route-To Market (IPSO/CASO) within KDP, you will play a critical role in managing actuals reporting and analytics.Key Responsibilities:Manage actuals reporting and...

  • Senior Risk Consultant

    1 month ago

    Frisco, Texas, United States The Hartford Full time

    About the RoleWe are seeking a highly skilled Risk Engineering Consultant to join our team at The Hartford. As a key member of our risk management team, you will play a critical role in protecting the future of our company and its business partners through the delivery of industry-leading safety and risk management solutions.Key ResponsibilitiesProvide...

  • Senior Agency Underwriter

    3 days ago

    Frisco, Texas, United States Truist Financial Corporation Full time

    Key Responsibilities:As a Senior Agency Underwriter at Truist Financial Corporation, you will be responsible for providing high-level multifamily commercial real estate mortgage loan and borrower credit analysis, including loan sizing, structuring, underwriting, and recommendations to the Credit Risk Management team.Key Skills:Commercial real estate mortgage...

  • Senior Business Development Manager

    3 weeks ago

    Frisco, Texas, United States Wintrust Financial Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Business Development Manager to join our team at Wintrust Financial. As a key member of our commercial lending and leasing team, you will be responsible for generating new business opportunities and driving revenue growth.Key ResponsibilitiesDevelop and execute a business development...

  • Senior Business Analyst

    2 weeks ago

    Frisco, Texas, United States Dillon Morgan Consulting Inc Full time

    Senior Business AnalystDillon Morgan Consulting Inc is a management consulting firm that helps companies optimize their performance and drive growth. We are seeking a seasoned Senior Business Analyst to join our team.Key Responsibilities:Conduct in-depth analysis of client businesses to identify areas for improvement and growth.Collaborate with clients and...

  • Senior Salesforce Lead

    1 week ago

    Frisco, Texas, United States Software Guidance and Assistance, Inc. Full time

    Contract OpportunityWe are seeking a Senior Salesforce Lead to join our team at Software Guidance & Assistance, Inc. for a contract assignment with a premier banking client in Frisco, TX. The ideal candidate will have experience in Financial Services Cloud, Sales Cloud, and Service Cloud, as well as expertise in nCino. The role will involve working on a new...

  • Senior Financial Planning and Analysis Manager

    3 days ago

    Frisco, Texas, United States Redwood Software Full time

    Unlock Your PotentialAt Redwood Software, we're committed to unleashing human potential. As our Director, Financial Planning and Analysis, you'll play a crucial role in building a strong financial foundation for our fast-growing company. This highly visible role provides financial leadership to areas of the business, driving all financial processes and...

  • Senior HR Generalist

    1 week ago

    Frisco, Texas, United States Baker Tilly US, LLP Full time

    Senior HR Generalist - Human Resources ConsultantBaker Tilly US, LLP is seeking a highly organized and detail-oriented Senior HR Generalist to join our HR services team. As a trusted HR resource, you will provide professional, recurring outsourced HR services to multiple clients across various industries.Key Responsibilities:Manage daily HR and...

Senior Financial Consultant

2 months ago

Frisco, Texas, United States CFA Institute Full time
Welcome
We invite you to discover the exceptional culture, dedicated people, and rewarding opportunities that define CFA Institute. Make your next career decision with confidence.

Qualifications
Position Qualifications:
- Bachelor's degree from an accredited institution
- Minimum of 2 years of experience in financial analysis
- At least 2 years of experience utilizing Management Information Systems (MIS) or financial reporting tools such as Hyperion
- 2 years of experience in developing financial models
- Proficiency in MS Office with a focus on Excel (including pivot tables, graphs, and charts)
- 2 years of experience managing small to medium-scale projects
- 2 years of experience presenting analytical data to management

Job Description
Senior Financial Analyst

The Senior Financial Analyst role is essential for delivering financial support, overseeing financial operations, and advising on financial matters to the leadership of assigned business units.

This position will serve as the secondary financial partner for the management team of the designated business unit(s).

Position Responsibilities:
Review and Analysis of Monthly Results:
- Coordinate and execute the monthly reporting and results review process with assigned business unit(s).

- Provide analytical insights and recommendations on significant financial matters, including researching and explaining variances to the plan in collaboration with assigned business unit(s).


MIS Issue Resolution:
- Proactively address MIS issues affecting performance and discuss impacts with business unit(s) and Divisional Financial Officers.

Monthly / Annual Forecast Process:
- Oversee and implement the monthly and annual forecasting analysis process with assigned business unit(s), including target development and coordination with Division Finance Officers and management.

- Deliver financial analysis support to business units.


Financial Analysis Support:
- Maintain financial oversight and provide recommendations on financial matters to assigned business unit(s).
- Act as the primary financial partner for assigned business unit(s) and actively participate in team meetings.

Project Management:
- Offer project financial support and analytics related to financial and performance metrics for assigned business unit(s).

Communications and Presentations:
- Lead and/or present financial analyses and results to business unit(s).

About CFA Institute
We recognize that our employees are vital to our overall success, and we are committed to investing in their future.

One of the ways we achieve this is by offering a comprehensive Total Rewards package designed to acknowledge and reward individual performance while supporting health, well-being, development, and security for our colleagues and their families.

Total Rewards includes cash compensation, development opportunities, and flexible benefit programs tailored to meet individual needs today and in the future.

Your salary will be commensurate with your work experience, and our programs are regularly reviewed to ensure competitiveness.

We are proud to provide benefits such as health and welfare programs, robust retirement benefits, and generous paid time off.

You and your eligible family members can participate in medical, dental, and vision benefits, 401(k) and pension plans, and income protection benefits such as life insurance and supplemental health programs to mitigate unexpected healthcare expenses.

We also offer various time-off programs for vacation, sick leave, disability, and parental leave. Eligibility for some programs may vary based on employment status and tenure.
Upon offer, CFA Institute conducts a comprehensive background check.

NMLS Certification Requirement:

Where applicable, a favorable background check screening, credit check, fingerprint check, and NMLS certification is required in accordance with the SAFE Act.

CFA Institute is committed to workplace diversity and is proud to be an Equal Opportunity Employer - veterans/individuals with disabilities.