Workiva Solutions Consultant for Finance & Reporting
Clearsulting LLC
A leading global consulting firm is looking for a Senior Consulting Analyst in Dallas, TX. This role involves supporting financial and sustainability reporting for clients using Workiva solutions. The ideal candidate will have 2-4 years of relevant experience, strong communication skills, and detail orientation. Benefits include medical coverage, unlimited PTO, and a flexible working environment. We encourage diverse applicants who share our passion for consulting excellence to apply. #J-18808-Ljbffr Clearsulting LLC
$99k - $232k
...Specialty/Competency: Finance Industry/Sector: Not Applicable... ...practice, within Finance Consulting services, will provide the opportunity... ...planning, consolidation, reporting and analytics processes,... ...performance management solutions that help clients modernize...SuggestedFull timeH1b- ...opportunities to learn, grow, and make an impact. Join us! This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to...SuggestedTemporary workWork at officeShift workDay shift
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- ...Financial Advisor based in Dallas, Texas, responsible for advising clients on achieving their financial goals through customized solutions. This role involves triaging client leads, making referrals, and building financial plans. Candidates must hold Series 7 & 66 licenses...Suggested
- Dormont Manufacturing Co is seeking a Financial Solutions Advisor Stage I to start a career in financial services at Bank of America. This role involves obtaining securities licenses and managing client relationships to deliver tailored financial solutions. You will gain...Suggested
- Job Description: This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and...Temporary workMonday to FridayShift workDay shift
- ...Financial Solutions Advisor Registration Candidate - NW Texas Market Dallas, Texas To proceed with your application, you must... ...success. Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs...Work at officeImmediate startMonday to FridayShift workDay shift
- ...Financial Solutions Advisor Registration Candidate - Central DFW Market Dallas, Texas;Dallas, Texas; Dallas, Texas To proceed... ...success. Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs...Work at officeImmediate startMonday to FridayShift workDay shift
- A leading tile manufacturer is seeking a Sr Finance Analyst to manage complex incentive plans and provide precise financial reporting. This role requires a bachelor's degree in a related field, 4-6 years of relevant experience, and advanced Excel skills. As part of a dedicated...
- ...Consumer, Small, and Business Banking division, focused on building strong customer relationships and providing tailored financial solutions. The ideal candidate will have at least 6 months of customer interaction experience and exceptional communication skills. The role...Full timePart time
- Job Description As a Financial Solutions Advisor Stage I (FSA I), you will obtain your Securities Industry licenses, receiving dedicated... ...invested in your success. Grow business knowledge using a consultative approach to identify client needs and solutions. Earn SIE,...Work at officeImmediate startMonday to FridayShift workDay shift
- ...Associate in Dallas-Fort Worth, TX, responsible for building relationships with high-net-worth clients and providing tailored investment solutions for wealth preservation and growth. The ideal candidate will have a Bachelor's degree and relevant licensing. The role involves...Remote job
- ...building and managing relationships with ultra-high net worth clients, ensuring exceptional service delivery, and identifying financial solutions. Successful candidates will have over 10 years in wealth management, experience in trust administration, and strong communication...
- A leading global valuation firm is seeking an Associate in Financial Reporting Valuation. This role involves conducting valuation assignments related to purchase price allocations and impairment testing, utilizing financial models and managing projects. Ideal candidates...Flexible hours
- Tata Consultancy Services Limited seeks an experienced Oracle ERP (Cloud) Finance Consultant in Dallas, Texas. The role demands 6+ years... ...into functional solutions, and overseeing month-end close... ...financial reconciliations, Oracle reporting tools, and stakeholder management...
- ...ideal candidate will hold a Bachelor’s degree in Accounting or Finance and have knowledge of fund administration. Responsibilities include... ...brokers, processing trade data, and ensuring timely client reporting. Strong organizational and communication skills are essential,...Work at office
- ...advanced financial analysis, business insights, and financial reporting support. This role will lead reporting cycles and support variance... ...hold a Bachelor’s degree with 2-5 years in FP&A or corporate finance, bringing skills in Excel and a strong understanding of accounting...
- CRC Group is looking for a Financial Analyst in Dallas, Texas, to serve as a financial partner providing financial planning, reporting, and guidance. This hybrid role requires proficiency in GAAP and advanced Excel, plus 2-4 years of relevant experience. The analyst will...
$50k
...build your career. View our Purpose, Inclusion and Citizenship Report ( . ¹Fortune 500, published June 2024, data as of December 20... ...building Adaptable to new information seeking the right solutions for clients Comfortable in your ability to think critically...Work at officeWork from homeHome officeFlexible hours$85k - $110k
Integra Solutions is seeking an experienced investor accounting/investor reporting specialist to join our remote implementation team for the Integra RECON software suite. Based in Dallas, Texas, you'll support clients by defining and implementing technology solutions for...Remote job- ...requested Generate insurance verification and precertification reports daily and follow up with case management and insurance... ...provide full-service revenue cycle management as well as targeted solutions, such as Medicaid Eligibility, for external clients across the...Temporary workWork at officeMonday to FridayFlexible hours
- ...looking for a Personal Banker I in Carrollton, Texas. The role involves creating memorable customer experiences, providing tailored solutions, and collaborating with internal partners to address customer needs. Candidates should have a high school diploma or GED, with...
- ...roles in Duncanville, Texas. The successful applicant will engage with customers, assisting them with account openings and financial solutions. With a strong emphasis on customer service, this position requires skills in communication and transaction handling. The role...
- ...high school degree or equivalent, with a preference for a college degree or military background. This role supports clients through technology solutions and requires the ability to work branch hours, including weekends and evenings. #J-18808-Ljbffr JPMorgan Chase & Co.Afternoon shift
- ...exceptional customer experiences through relationship management and consultative sales. Responsibilities include processing transactions and analyzing customer credit data to offer tailored solutions. Required qualifications include a high school diploma or equivalent...
- ...essential for cultivating and maintaining customer relationships by providing tailored financial solutions. Responsibilities include processing transactions, utilizing a consultative sales approach, and ensuring compliance with banking policies. The ideal candidate will have...
$98k - $143k
...performs operational accounting, control, reporting, and compliance for the critical AI... ...collaborates with stakeholders to quickly find solutions to challenging problems to enable hyper... ...to appropriately incorporate new financing transactions. Who You Are 3+ years’ accounting...Permanent employmentTemporary workCasual workWork at officeRemote workFlexible hours$98k - $143k
...performs operational accounting, control, reporting, and compliance for the critical AI... ...collaborates with stakeholders to quickly find solutions to challenging problems to enable hyper... ...to appropriately incorporate new financing transactions. Who You Are: 3+ years’ accounting...Permanent employmentTemporary workCasual workWork at officeRemote workFlexible hours$73.3k - $103k
TIAA is seeking a Senior Analyst for the Statutory Financial Reporting team, which is responsible for regulatory and analytical reporting... ...working with internal and external auditors. Experience with Workiva reporting software. Knowledge of Insurance Statutory Accounting...Work experience placementWork at office- Bank of America is inviting applications for a Financial Solutions Advisor Stage I position in Dallas, Texas. The role includes obtaining Securities Industry licenses and helping clients with their financial needs through relationship management. Ideal candidates are self...
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