- City National Bank (Charlotte, NC)
- …CNR investment services. Develops "partnering" relationships with Independent Financial Advisor, accounting firms, and estate planning firms with the objective of ... providing the highest level of investment management services to their clients. Performance in the role...increase the quality and quantity of Independent Financial Advisors, accounting and law firms referring clients to CNR. *… more
- Truist (Greensboro, NC)
- …and marketing new products to existing clients. Successfully participate in the sales management process, which includes, but is not limited to, the delivery of ... activity, pipeline and other pertinent information using the bank's contact management system. 5. Establish and maintain excellent working relationships with various… more
- CDM Smith (Rocky Mount, NC)
- …specialist collaborates closely with project team members and various levels of management , while adhering to all safety protocols. The successful final candidate: * ... reporting for a portfolio of projects or programs using Earned Value Management . Conducts financial analysis including variance, risk and profit/loss analyses, etc.… more
- Truist (Charlotte, NC)
- …services acumen, strategy, innovation and creativity, data analysis, storytelling, project management , risk governance and assurance, and the Truist organization and ... mission-critical skills in strategy, innovation and creativity, data analysis, project management , and more. Bottom line? We're talking real work experience combined… more
- Grant Thornton (Charlotte, NC)
- …and outsourced internal audit, internal control assessments, enterprise risk management program assessments, tests of control design and operating effectiveness ... controls + Support engagement Manager and/or Senior Manager/Director in project management activities, such as preparing and managing engagement project plans,… more
- Deloitte (Charlotte, NC)
- …Manager, you will work within an engagement team and draw on experience in accounting and taxation to provide tax compliance and tax process advisory services to ... (MCSE) + Professional Scrum Product Owner (PSCPO) - SCRUM.org and Project Management Professional (PMP + CBAP - Certified Business Analysis Professional + Program… more
- ABM Industries (Kinston, NC)
- …2025 Staff & Management Benefits Information ... efficiently. + Provides regular monthly KPI's and analysis to client and ABM management team. Presents ad-hoc status reports as necessary to keep meet client's needs… more
- TD Bank (Charlotte, NC)
- …and/or at the total segment level under the guidance of financial management . In addition, The Financial Analyst III provides highly specialized financial consulting ... testing US Treasury reports and processes through reperformance, testing EUCs, issue management , change management , and implementing process improvements and QA… more
- Deloitte (Raleigh, NC)
- …with investment management or partnership taxation + Bachelor's degree in accounting , finance, or related field + One of the following active accreditations ... tax issues? Are you intrigued by the tax considerations specific to investment management , private equity, real estate and/or hedge fund clients? If you are ready… more
- Grant Thornton (Charlotte, NC)
- …remediating gaps, cost and cycle time analysis/remediation, and the communication and change management required to ensure the success of our clients - all with the ... + Develop client-focused solutions based on understanding strategy, operations, and management in several functional areas of corporations and organizations +… more