- Lincoln Financial Group (Greensboro, NC)
- …Statutory and GAAP financials for life insurers, particularly NAIC Risk Based Capital + CFA charter holder or progress towards CFA designation + Experience with ... business intelligence tools (eg Tableau) and data management tools (eg Dataiku) **What's it like to work here?** At Lincoln Financial Group, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of… more
- Bank of America (Charlotte, NC)
- …**_MUST_** have aBachelors or Master's Degree in Finance or Accounting + CPA, CA or CFA preferred + Proficient work paper documentation skills + At least 3 years of ... audit teams across regions + Bachelors or Master's Degree + CPA, CA or CFA preferred + Proficient work paper documentation skills + Excellent risk assessment skills… more
- Truist (Charlotte, NC)
- …* Bachelor's Degree in Business, Finance or Economics * CFP preferred or CTFA, CFA , CPA, JD or MBA * Completion or enrollment in certification programs such as ... CFA , CFP, CPWA and CPA * 5 or more years of sales and client management experience in the Wealth Management and demonstrated ability to manage a portfolio of high… more
- Deloitte (Raleigh, NC)
- …+ Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor ( CFA ) + Certified Financial Planner (CFP) Preferred + Advanced degree such as ... MST, JD, or LLM + Prior Big 4 experience + Strong communication, interpersonal, and organizational skills + Strong analytical and communication skills; and able to articulate conclusions, planning opportunities, and risks identified through research projects… more
- MetLife (Charlotte, NC)
- …and multi-task. Preferred Qualification: * ASA/FSA or Completion of/working towards CFA designation * US STAT reporting and projection experience * Experience ... with VBA or other programing languages * Experience with Anaplan Equal Employment Opportunity/Disability/Veterans If you need an accommodation due to a disability, please email us at ###@metlife.com. This information will be held in confidence and used only to… more
- USAA (Charlotte, NC)
- …degree in Business, Finance, Statistics, Economics, or other quantitative discipline or CFA /FRM and 4 years experience in a corporate treasury, investment or finance ... position. + 3 years in a position with experience directly related to asset liability management. + Experience with large asset liability systems or industry standard financial modeling software (such as QRM, Bancware, Empyrean, etc.). + Familiarity with the… more
- Deloitte (Charlotte, NC)
- …+ Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor ( CFA ) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as ... Masters of Tax, JD, and/or LLM + Previous Big 4 or large CPA firm experience + Strong verbal and written communication skills The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions… more
- Deloitte (Charlotte, NC)
- …+ Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor ( CFA ) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as ... Masters of Tax, JD, and/or LLM + Previous Big 4 or large CPA firm experience + Experience working in a fast-paced, team environment + Strong verbal and written communication skills The wage range for this role takes into account the wide range of factors that… more
- Deloitte (Raleigh, NC)
- …+ Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor ( CFA ) + Certified Financial Planner (CFP) Preferred + Advanced degree such as ... Masters of Tax, JD, and/or LLM + Experience working in a virtual and/or global environment + Passion for leveraging technology and exploring new technology solutions + Experience with accounting for income taxes in accordance to ASC740 + Previous Big 4 or… more
- Deloitte (Charlotte, NC)
- …+ Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor ( CFA ) + Certified Financial Planner (CFP) Preferred + Advanced degree such as ... Masters of Tax, JD, and/or LLM + Previous Big 4, CPA firm experience or law firm experience + Excellent presentation and communications skills The wage range for this role takes into account the wide range of factors that are considered in making compensation… more