Financial Planning Expert

Job Description: Financial Data ExpertWe are seeking an experienced Financial Data Expert to join our team at Convergenz. In this role, you will be responsible for designing, analyzing, and implementing financial processes and systems using advanced Excel and Python skills.Key Responsibilities:- Design and implement financial processes and systems using...

About the RoleAs a Senior Tax Accountant, you will be responsible for leading and managing various tax projects for clients, ensuring accuracy and timeliness. You will perform tax compliance for individual and business clients, including preparation, planning, and projections.You will also review and provide insight on complex tax returns, applying deep tax...

Key ResponsibilitiesThe Head of Financial Planning will lead our financial planning and analysis efforts, ensuring accurate and timely financial reporting to support business decision-making. The role will involve developing and managing budgets, forecasting revenue and expenses, and analyzing financial data to identify trends and areas for improvement.About...

Job Title: Financial Planning ExecutiveLocation: Throughout Texas and Florida, including El Paso, San Antonio, Austin, Plano, Carrollton, Frisco, Houston, Conroe, Tomball, Corpus Christi, and Delray BeachSalary: $120,000 - $180,000 per yearCompany OverviewLagent Health is a healthcare provider with operations throughout Texas and Florida. Our team is...

At Fisher Investments, we are dedicated to bettering the investment universe. As an Expert Financial Strategist, you will be responsible for providing exceptional investment counsel to our high-net-worth clients.About UsWe have been in the industry since 1995 and have developed a specialized approach focused on our private clients. Our firm structure...

**Job Title:** Senior Financial Planning AnalystWe are seeking a highly skilled Senior Financial Planning Analyst to join our team at Telnet, Incorporated. This role will play a critical part in managing the financial operations of our organization, ensuring accurate forecasting and budgeting.**Salary:** $80,000 - $110,000 per yearAs a Senior Financial...

At Raising Cane's Chicken Fingers, we're on a mission to serve the best tasting and most craveable chicken finger meals. To help us achieve this goal, we're seeking a talented Intern - Finance, Planning, and Analysis to join our team.Company OverviewRaising Cane's is a rapidly growing restaurant company with a focus on quality and customer satisfaction. Our...

Job OverviewWe are seeking a seasoned financial leader to join our team as a Treasury Operations Specialist. This is an exciting opportunity for a professional with extensive experience in cash management, financial analysis, and leadership to drive business growth and success.Key ResponsibilitiesDevelop and implement strategic plans to optimize liquidity...

Role SummaryWe are seeking a highly motivated Licensed Property and Casualty Expert to join our team at Zane Shepherd Financial Srvcs Inc.This role offers a competitive salary of $45,000 - $60,000 per year, depending on experience.About the Job:This is a licensed position requiring a Texas General Lines Property & Casualty license.The ideal candidate will...

Company Overview:Capital One is a forward-leaning organization that actively disrupts the auto lending industry. The company offers a comprehensive set of benefits to support your total well-being.Salary:$120,000 - $180,000 per yearJob Description:As a Manager, Financial Analysis, you will work in the Auto Finance division. You will be responsible for...

At Capital One, we are on a mission to revolutionize the banking industry by bringing innovation and customer-centricity to every aspect of our business.We are seeking a highly skilled Sr. Financial Analyst to join our team in Plano, Texas.About the Role:The Sr. Financial Analyst will play a key role in driving strategic business direction and sustainable...

Job Overview:As a Personal Finance Expert at Disability Solutions, you will play a critical role in helping clients achieve their financial goals. This includes reviewing financial and investment goals, building a financial plan, and recommending brokerage products that meet their needs.Responsibilities:Work with clients to plan their short and long-term...

ResponsibilitiesCompliance and Research: Prepare and review complex federal and state income tax returns for individuals, partnerships, corporations, trusts, and non-profits.Tax Planning Strategies: Conduct tax research and guide tax planning strategies to minimize tax liabilities and maximize financial savings.Client Support: Collaborate with clients to...

Job DescriptionAs a Compensation and Benefits Expert at Federal Express Corporation, you will be responsible for providing analysis and helping resolve payroll issues under general supervision.You will need a Bachelor's degree in Business, Accounting, Finance, or a related field and minimum two years of experience in Payroll, Financial Systems Processing,...

Job OverviewTelnet, Incorporated is seeking an experienced Financial Planning Expert to join our team. As a key member of our operational finance group, you will play a critical role in analyzing and optimizing our Mobile service operations.About the Role:Develop and maintain accurate financial models and forecasts to support business decision-making.Analyze...

About One Park FinancialOne Park Financial is a pioneering financial technology company dedicated to empowering small businesses by providing them with flexible financing and funding options. Our mission is to offer entrepreneurs the working capital they need to elevate their businesses.Why Choose Us?We foster a dynamic and inclusive company culture that...

At Artmac Soft LLC, we are seeking a skilled Production Planning and Scheduling Expert - SAP PP/DS to join our team. This role involves designing, developing, testing, and implementing SAP PP/DS solutions to support business processes.Responsibilities:SAP PP/DS Development:We are looking for an expert who can customize and configure SAP PP/DS modules to meet...

Job OverviewLewis & Ellis Inc. is seeking a seasoned expert in financial examinations to lead pivotal examinations nationwide, driving excellence and compliance in the insurance sector.ResponsibilitiesLead national financial examinations, adhering to highest standards of compliance and risk assessment.Enhance examination methodologies through innovative...

OverviewInTouch Credit Union is seeking a highly motivated and customer-focused individual to join our team as a Personal Financial Assistant. This role involves providing exceptional member service, identifying cross-selling opportunities, and maintaining expert knowledge of Credit Union features and benefits.

Job Title: Financial Operations ManagerOverviewThe Securities Transfer Corporation is a dynamic and growing stock transfer agent and fund administrator. We're a team of dedicated customer-driven industry experts providing individualized service and support in a dynamic environment. Our company values teamwork, initiative, and grit while having fun.Estimated...