- 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
- 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
- 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
- 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
- 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
- Guardian Life (Raleigh, NC)
- …strategy proposals, communicate investment product objectives, portfolio strategies, basic financial planning concepts and investment knowledge. + Provide ... to enable Field Representatives to serve as The Trusted Advisor to their clients. Through continued growth and creation...in addition to providing large case support, FR book analysis and segmentation assistance (to help FRs identify and… more
- Truist (Raleigh, NC)
- …that drive efficiency and maximize value across the supply chain. * Oversee financial planning and budgeting related to supplier engagements, ensuring that cost ... to design, develop, and execute strategies that align to the development of financial management processes that advance This role will lead supplier optimization and… more
- Cherry Bekaert (Raleigh, NC)
- …a strategic advisor , utilizing your extensive expertise in tax laws, regulations, and financial analysis to support the financial success of the firm and ... from federal and state tax authorities efficiently. **Advanced Tax Planning and Analysis ** + Lead research on...codes, and regulations, with proficiency in tax software and financial analysis tools. + Exceptional analytical skills… more
- Broadridge Financial Solutions (Raleigh, NC)
- …clients in person from time to time. You will be a part of the Broadridge Advisor Solutions team using your business analysis skills to listen to clients and ... role, and consultation related to best practices, scalability, and advisor site outputs. This role ensures what we deliver...Solutions Analysts, and Project Managers on the technical solution planning and delivery + Participate in IT meetings as… more
- Deloitte (Raleigh, NC)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... to investment management clients. You will assist clients with effective analysis , solution development, and implementation of clients' tax objectives. You will… more
- Deloitte (Raleigh, NC)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... lead client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the client.… more
- Public Consulting Group (Raleigh, NC)
- …enhance the lives of their user base. Services: + Strategy, Architecture, Planning , and Procurement + Business Enablement + Business Solutions + Project Assurance ... meet client needs. The Director is responsible for ensuring the team meets financial and organizational targets while building the strong team necessary to navigate… more
- Deloitte (Raleigh, NC)
- …finance, or related field. + 8+ years' experience in federal tax compliance, tax planning , tax analysis , and tax research + Experience with accounting for income ... lines of service. + Acting as a trusted business advisor to clients on a variety of issues including...clients on a variety of issues including federal tax planning , accounting for income taxes, FTA (periods, methods &… more
- Deloitte (Raleigh, NC)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... to investment management clients. You will assist clients with effective analysis , solution development, and implementation of clients' tax objectives. You will… more
- Deloitte (Raleigh, NC)
- …Expertise in complex data analysis (specifically as it relates to financial planning ) + Demonstrated knowledge of a formal system implementation methodology; ... Our Finance & Performance team serves as a trusted advisor to CFOs, COOs, CIOs, and key executives. We...building, and maintaining Anaplan models and modules to support financial planning , budgeting, forecasting and reporting strategy… more
- Deloitte (Raleigh, NC)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... + Overseeing complex federal tax compliance and consulting projects requiring tax analysis for a variety of entities and their affiliates. + Managing engagement… more
- Deloitte (Raleigh, NC)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... to investment management clients. You will assist clients with effective analysis , solution development, and implementation of clients' tax objectives. You will… more
- VTI Life Sciences (Raleigh, NC)
- …* Organize teams for due diligence and execute assigned activities. * Strategic planning support to business leaders, serving as advisor and thought partner, ... strategic needs of the business. * For profitable and sustainable financial performance, safety, compliance programs, and contractual and technical management.… more
- Truist (Raleigh, NC)
- …strategies for closing cybersecurity management compliance gaps, partners in the analysis of legal, regulatory and compliance initiatives. Manages cybersecurity risk ... controls, and evaluate and track the cyber program maturity, security advisor to business segments and functions. **ESSENTIAL DUTIES AND RESPONSIBILITIES** Following… more