- Cardinal Health (Raleigh, NC)
- **What Financial Planning & Analysis contributes to Cardinal Health** Finance oversees the accounting, tax, financial plans and policies of the ... oversees financial systems and safeguards the organization's assets. Financial Planning & Analysis provides strategic partnership and objective guidance… more
- PNC (NC)
- …and have an opportunity to contribute to the company's success. As a Business Analysis Advisor , you will be within PNC's Risk, Change, Experience, Strategy ... and technology teams oncomplex business requirements. + Leads multiple business analysis project management processes through planning , quality assurance and… more
- Raymond James Financial, Inc. (Raleigh, NC)
- …Advisors for success. In conjunction with a Mentor, Branch Manager, and/or a team of Financial Advisors, the Financial Advisor Trainee will learn to build an ... trained and skilled to effectively and efficiently perform the Financial Advisor role: * If hired as...abreast of investment products, industry rules and regulations, and financial planning . * Performs other duties and… more
- BlueCross BlueShield of North Carolina (NC)
- …in strategic planning , corporate transformation/process improvement, project management and/or financial planning & analysis strongly preferred. + Strong ... of the future of health care. We are seeking a Strategic Advisor Associate, Planning and Performance within our Diversified Business Group. In this role, you… more
- Atria Wealth Solutions (Greensboro, NC)
- … II helps members identify their financial goals and objectives, uses financial planning and analysis to determine appropriate securities and/or ... Financial Services, LP (CFS) Truliant Federal Credit Union is seeking a Financial Advisor II (Remote Work Flexibility - NC) to join their team in the… more
- Atria Wealth Solutions (King, NC)
- …with CUSO Financial Services, LP (CFS) Allegacy Federal Credit Union is seeking a Financial Advisor to join their team in the King NC area. ABOUT ALLEGACY: ... long-lasting relationships with both existing and new clients. Through a holistic financial planning process and collaboration with internal business partners,… more
- Bank of America (Raleigh, NC)
- Financial Solutions Advisor - Consumer Investments - Raleigh/Durham Market Raleigh, North Carolina;Holly Springs, North Carolina; Chapel Hill, North Carolina; ... met or exceeded. * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).… more
- PNC (Rocky Mount, NC)
- …helping clients meet their savings, investing and retirement goals. Our team of financial planning experts guide you in creating personalized solutions on behalf ... position. **Preferred Skills** Client Prospecting, Client Relationship Building, Credit Risk Analysis , Customer Engagement, Financial Analysis , Financial… more
- Truist (Charlotte, NC)
- …life cycle. + Build relationships as an active and engaged member of an advisor team, focusing on delivering planning -based loan solutions to wealth clients. + ... memorandum for business-purpose (ie wholesale) loan requests, identifying loan structure, financial document analysis / overview, probability model with rate… more
- Cardinal Health (Raleigh, NC)
- …investors, and others, as it relates to ESG topics.** **_Role Summary_** **The Advisor in this role will be responsible for maintaining and improving existing ESG ... social and governance (ESG) data and disclosures across the enterprise. The advisor will support all aspects of data collection, aggregation, validation, gap … more
- USAA (Charlotte, NC)
- …that really matters. At USAA, we have an important mission: facilitating the financial security of millions of US military members and their families. Not all ... **The Opportunity** We are seeking a Regulatory Reporting Quality Assurance Advisor to own the performance, independent validation and improvement of external… more
- PNC (Raleigh, NC)
- …Maintaining Trust, Influencing Through Expertise, Loan Review, Organizational Governance, Planning and Organizing, Regulatory Environment - Financial Services ... to the company's success. We are looking to hire a Credit Risk Review Advisor Senior in Credit Risk Review within PNC's Independent Risk Management organization. The… more
- USAA (Charlotte, NC)
- …that really matters. At USAA, we have an important mission: facilitating the financial security of millions of US military members and their families. Not all ... so special! As a dedicated Business Risk and Controls Advisor Senior for Internal Fraud, you will be positioned...of established business controls. + Responsible for Risk data analysis , report preparation and trend analysis , applying… more
- Bank of America (Charlotte, NC)
- …Management + Relationship Building + Stakeholder Management + Attention to Detail + Financial Analysis + Project Management + Reporting **Desired Skills:** + ... CFO Senior Tax Advisor - International Tax Charlotte, North Carolina **Job...are guided by a common purpose to help make financial lives better through the power of every connection.… more
- Deloitte (Charlotte, NC)
- …Enrolled Agent + Alternative Certification: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) Preferred: + Advanced degree such as MST ... do: As a Tax Senior in the FTS-DART (Depreciation Analysis & Reporting Tool) group, you will be responsible...and state deferred tax balances. Computing tax depreciation for financial forecasts, tax provision, long-range planning , and… more
- Deloitte (Charlotte, NC)
- …+ Enrolled Agent + Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) Preferred: + Advanced degree such as MST or ... As a Tax Senior Manager in the FTS-DART (Depreciation Analysis & Reporting Tool) group, you will provide tax...state deferred tax balances; + Computing tax depreciation for financial forecasts, tax provision, long-range planning , and… more
- Truist (Charlotte, NC)
- …advanced customized financial statements; Capital sufficiency and other complex custom financial planning analysis commensurate with the needs of UHNW ... with UHNW families' needs that may include: Complex review, analysis and diagram of existing estate plan and modeling...Advice Process Excellence: Proven ability to effectively execute the financial planning and advice process as it… more
- Deloitte (Charlotte, NC)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... to a variety of clients in the insurance and financial services industries? If you answered "Yes" to any...complex federal tax compliance and consulting projects requiring tax analysis for a variety of entities and their affiliates… more
- Deloitte (Charlotte, NC)
- …If not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + 5+ ... What You'll Do As a Tax Manager within the Financial Services arm of our Business Tax Services group,...complex federal tax compliance and consulting projects requiring tax analysis for a variety of entities and their affiliates.… more
- Truist (Charlotte, NC)
- … financial planning analysis . Proactively work with the financial advisor on assigned investment accounts for adherence to investment and asset ... affluent market segment within the Truist footprint. Utilize objective and sound personal financial planning and financial advisory concepts to develop and… more