financial analyst

financial advisor

desingworkss

Key Responsibilities: 1. Provide comprehensive financial planning and investment advice to clients. 2. Conduct financial analysis and develop personalized financial plans for clients. 3. Recommend investment strategies and products to clients. 4. Build and maintain relationships with clients, including regular portfolio reviews and updates. 5. Collaborate with internal teams, including investment research, portfolio management, and operations. 6. Stay up-to-date with industry trends, regulatory changes, and market developments. Requirements: 1. Bachelor's degree in Finance, Economics, or related field. 2. Advanced degree (e.g., MBA, CFP) preferred. 3. Minimum 3 years of experience in financial planning or a related field. 4. Professional certifications, such as CFP, CFA, or CPA. 5. Strong analytical, communication, and interpersonal skills. 6. Ability to work in a fast-paced environment. 7. Proficiency in financial planning software, such as Financial Planning & Analysis (FP&A) or MoneyGuide. Nice to Have: 1. Experience with investment management software, such as Aladdin or BlackRock. 2. Knowledge of tax planning and estate planning strategies. 3. Familiarity with alternative investment products, such as private equity or hedge funds.

Financial Advisor

Christus Health

Description Summary:The Coordinator Credentialing Senior serves as the first line of defense through the functions of providing for adequate and qualified staff. Under supervision of leadership, the Coordinator Credentialing Senior is responsible for the department. Duties include ensuring compliance with regulatory and accrediting agencies, interpreting standards, and identifying, recommending and implementing changes. This position serves as the liaison between administration and staff on matters such as medical staff credentialing. This includes, but is not limited to, verification of education and training, certification and clinical practice credentials. The Coordinator Credentialing Senior demonstrates leadership through the role of advisor to staff and administration in understanding and applying standards. This position is responsible for developing and maintaining all aspects of the credentialing function. Incumbent will demonstrate broad knowledge of the business and leadership ability to warrant role model status to others with relevant roles within the organization. The Coordinator Credentialing Senior is able to advise the medical staff leadership on matters of priority in an expeditious manner and can instruct them in the responsibilities of their positions with respect to credentialing and help bring them up to date on current issues involving regulatory agencies, clinical privileges, or standards of care. Must demonstrate sufficient empowerment skills to successfully assume and maintain at least one major project as assigned by administration. Assigned projects are strategic in nature and long term in responsibilities. The Credentialing Coordinator Senior should demonstrate strong organizational skills and assertiveness in problem solving.Responsibilities:<ul><li>Responsible for all aspects of credentialing</li><li>Serves as role model and mentor to others in interfacing relevant roles</li><li>Preceptor to others in duties related to credentialing</li><li>Cross trains other staff for major job responsibilities as appropriate for optimum functioning</li><li>Serves as liaison between staff and administration</li><li>Oversees credentialing activities</li><li>Precepts and mentors designated staff personnel</li><li>Coordinates staff with regulators</li><li>May facilitate staff meetings</li><li>May be responsible for the preparation of meetings, including production of agenda, documents for review and for personal review and preparation of staff in advance, as needed to facilitate informed participation.</li><li>May be responsible for accurate and timely recording of meeting minutes.</li><li>Assists staff in enforcing bylaws, rules and regulations, policies and procedures, and identifies /communicates the need for revisions and additions.</li><li>Tracks current licensure required for staff.</li><li>May record and track meeting attendance as required by staff bylaws for maintaining staff status.</li><li>May provide support for staff and administration for Due Process Proceedings by attending hearings and appeals meetings and recording proceedings.</li><li>Tracks monitoring/proctoring documentation necessary for the granting of special or new privileges to staff.</li><li>Updates the database for the credentials, and keeps computer system current.</li><li>May help coordinate staff functions</li><li>Follows the CHRISTUS Guidelines related to the Health Insurance Portability and Protected Health Information ACT (HIPAA), designed to prevent or detect unauthorized disclosure of Protected Health Information (PHI).</li><li>Collaborate with all other departments as appropriate and required to facilitate the completion of tasks/goals.</li><li>Responsible for all aspects of compliance with the standards of credentialing and accrediting bodies.</li><li>Communication, Coordination, Collaboration with all customers, internal and external</li><li>Responsible for at least one major project that contributes to the strategic initiatives of the department.</li><li>Serves as Liaison to staff in matters of credentialing and related issues.</li><li>Manages projects and timelines to achieve highest quality work within allotted period.</li></ul>Requirements:<ul><li>High School Diploma Required</li><li>3 Years Related Experience Preferred</li><li>Certified Provider Credentialing Specialist (CPCS) or Certified Medical Staff Coordinator (CMSC) Preferred</li></ul>Work Schedule: 5 Days - 8 HoursWork Type: Full Time

Coordinator Credentialing Senior - Credentialing

Future Sign  CO.,LTD

<div>
 Employment Type: Remote, Full-Time
 
 
 Location: United States (remote)
 
 
 Salary: $60k/year
 
 
 Background Check Requirement:
 
 
 Due to the financial nature of this role, a standard background + credit check is mandatory before interview scheduling.
 
 
 We are hiring for multiple entry-level remote positions in financial operations, data analysis, compliance, and payroll functions. These roles support internal teams with data processing, reporting, quality checks, and financial accuracy.
 
 
 Responsibilities:
 
 
 Review and process financial or operational data
 
 
 Maintain accuracy in reporting
 
 
 Support compliance and documentation tasks
 
 
 Assist with billing, payroll, or record management
 
 
 Coordinate with internal teams on daily workflows
 
 
 Complete tasks with confidentiality and precision
 
 
 Requirements:
 
 
 High attention to detail
 
 
 Strong communication skills
 
 
 Ability to work remotely
 
 
 Basic computer skills
 
 
 Training will be provided
 
 
 We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
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Financial Analyst

Gridmatic

<div>
 The Retail Business Analyst will review and analyze GridmaticRetail&rsquo;s performance across a variety of financial and non-financial metrics; load forecasting, supply procurement, revenue and OPEX, market/ISO activities, hedging activities and associated PnL implications, sales performance, and others. They will summarize and assess business unit performance as part of the month-end process; bringing clarity and transparency to activities. This person will work across the Retail Business, engaging the Supply, Sales, Operations, and Finance teams to ensure data and results are accurate, clear, and consistent. Observations and results will feed directly into the strategic approach and activities of the business overall.
 
 
 Essential Functions:
 
 
 <ul>
 <li>
 Track business performance on a day-to-day and month-to-month basis across a variety of financial, operational, and other metrics
 </li>
 <li>
 Assist in preparation of month-end financial and non-financial performance analysis
 </li>
 <li>
 Review retail energy forecasts on a daily basis, ensuring consistency and accuracy
 </li>
 <li>
 Analyze contract pricing assumptions and actualization
 </li>
 <li>
 Assist with ad-hoc projects, as applicable
 
 
 </li>
 </ul>
 Competency:
 
 
 <ul>
 <li>
 Ability to analyze and summarize data
 </li>
 <li>
 Ability to produce visualizations and dashboards that demonstrate analysis conclusions
 </li>
 <li>
 Experience with data extraction and manipulation (SQL, BigQuery, Jupyter, or Python)
 </li>
 <li>
 Inexhaustible attention to detail
 </li>
 <li>
 Proficient in Microsoft Excel and PowerPoint
 </li>
 <li>
 Excellent communication and teamwork skills
 </li>
 <li>
 Self-starter with excellent judgment, integrity, reliability and competency
 </li>
 <li>
 Strong analytical and problem-solving skills
 </li>
 <li>
 Experience in, or a strong desire to learn, the Retail Power industry
 
 
 </li>
 </ul>
 Required education and experience:
 
 
 <ul>
 <li>
 Bachelors degree in a technical field (eg: Engineering, Data Science, Mathematics etc.)
 </li>
 <li>
 Experience and/or knowledge of retail energy markets (ERCOT and/or PJM) is a plus but not required
 </li>
 <li>
 Ability to multi-task and adjust priorities to meet deadlines
 
 
 </li>
 </ul>
 We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
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Retail Business Analyst

USAA

Why USAA?At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families.Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful.The OpportunityAs a dedicated Financial Regulatory Reporting Senior, you will serve as a key contributor in the preparation, review, and analysis of reports compiled for regulatory agencies to include the FR Y-9C, FR Y-9LP, FR Y-11, FR 2314, and FFIEC 009/009a. You will be responsible for preparing highly technical components of the reports and/or schedules and conducting detailed reviews of reports and/or schedules prepared by other members of the team. You will also develop and maintain procedure documentation, assist in projects to automate and increase efficiencies, and support data and control testing. As a member of the Holding Company & Subsidiary Regulatory Reporting team within the Chief Accounting Office (CAO), you will support the research, implementation, and documentation of change initiatives resulting from updates to accounting requirements, regulatory requirements, product offerings, systems, and organizational structure.We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, or Charlotte, NC. Relocation assistance is not available.What you'll do:<ul><li> Prepare and review regulatory reports and underlying work-papers and calculations for accuracy and completeness, while assisting with proper interpretation of reporting requirements </li><li> Research and consult on complex reporting issues and respond to requests for reports and analytics </li><li> Plan and manage workflow of financial and regulatory reporting requests and requirement updates </li><li> Interact regularly with management, regulatory agencies, and business partners (i.e., internal and external audit, treasury, compliance and legal, etc.) to ensure appropriate discussion and execution of requisite actions </li><li> Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures </li></ul>What you have:<ul><li> Bachelor's degree required; 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree </li><li> 6 years' experience preparing and delivering financial statements and regulatory reports in the financial services industry, a Bank Holding Company, or similar </li><li> Expert knowledge of applicable Microsoft Office applications including Excel </li><li> 4 years' experience conducting research and preparing business and operational financial analysis </li><li> Strong knowledge of Generally Accepted Accounting Principles (GAAP) </li></ul>What sets you apart:<ul><li> Certified Public Accountant (CPA) </li><li> Strong working knowledge of regulatory reporting rules and regulations and use of regulatory reporting platforms i.e. Axiom, etc </li><li> Utilization of financial management tools i.e. Oracle Cloud General Ledger (GL), etc </li><li> US military experience through military service or a military spouse/domestic partner </li></ul>Compensation range: The salary range for this position is: $93,770.00 - $179,240.00.USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Financial Reporting Analyst Senior

Why USAA?At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families.Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful.The OpportunityOur Financial Accountant Lead supports USAA's accounting and reporting teams as it relates to policy development and implementation. Reviews and actions on complex accounting and regulatory standards with the ability to effectively communicate and provide expert counsel and recommendations to senior management regarding accounting, financial analysis, and reporting on policies and practices.We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, or Charlotte, NC.Relocation assistance is not available for this position. What you'll do: <ul><li>Leads adherence to Generally Accepted Accounting Principles (GAAP) and Statutory Accounting Principles (STAT) accounting and reporting research activities and provides appropriate technical accounting interpretation on the application of GAAP and STAT to finance and accounting employees and senior management.</li><li>Creates, maintains and ensures implementation of appropriate accounting policies and best practices.</li><li>Evaluates and analyzes proposed transactions for accounting implications and potential impact of proposed accounting standards, and prepares documentation supporting USAA's accounting positions taken on significant or complex transactions.</li><li>Assesses the impact of new accounting standards to USAA and leads implementation across affected functional areas.</li><li>Assists with drafting comment letters to the FASB or NAIC on proposed accounting standards and represents USAA on several influential external accounting committees.</li><li>Accountable for USAA's position with regards to E&Y's technical accounting and reporting inquiries.</li><li>Identifies and documents accounting and business requirements impacting USAA systems and processes (including up and downstream).</li><li>Supports various company or line of business specific initiatives as it relates to assessing accounting, reporting and disclosure implications.</li><li>Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.</li></ul> What you have: <ul><li>Bachelor's degree in Accounting, Finance, or related field; OR a Bachelor's degree in another field coupled with a Certified Public Accountant (CPA) designation; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree when coupled with a Certified Public Accountant (CPA) designation.</li><li>8 years of accounting or related work experience performing accounting functions including preparing and reviewing journal entries, account reconciliations and preparing financial results for internal and external purposes or other similar experience required.</li><li>Subject matter expert knowledge and application of accounting and/or financial services industry data sources</li><li>Expert knowledge and application of GAAP and STAT or regulatory accounting practices.</li><li>Demonstrated ability to partner and communicate effectively with internal and external team members.</li><li>Expert on financial or accounting data analysis techniques and statistical methodologies.</li><li>Expert on relevant technical accounting and reporting disciplines.</li><li>Experience identifying and documenting accounting/financial processes.</li><li>Experience leading direct or cross-matrixed team members.</li></ul>What sets you apart:<ul><li>P&C Reinsurance accounting background.</li><li>Exposure to statutory reporting and Schedule F.</li></ul>Compensation range: The salary range for this position is: $114,080 - $218,030.USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Financial Accountant Lead - P&C Reinsurance

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72 financial advisor jobs IN Texas

Financial Advisor

Coordinator Credentialing Senior - Credentialing

Financial Analyst

Retail Business Analyst

Financial Reporting Analyst Senior

Financial Accountant Lead - P&C Reinsurance

Financial Accountant Lead - P&C Reinsurance