- Wells Fargo (Charlotte, NC)
- …similarly numerical field + Progress towards or an active Chartered Financial Analyst ( CFA ) designation or Financial Risk Manager (FRM) designation + 1+ year of ... experience communicating effectively with partners, such as Technology and Senior Risk Portfolio Managers **Job Expectations:** + Ability to travel up to 10% of the time + This position is not eligible for Visa sponsorship + Specific compliance policies may… more
- Deloitte (Raleigh, NC)
- …+ Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor ( CFA ) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as ... master's in science of tax (MST), JD, or LLM + Previous Big 4 or large CPA firm experience + Transaction and M&A experience + Alteryx experience The wage range for this role takes into account the wide range of factors that are considered in making… more
- SolomonEdwards (Raleigh, NC)
- …. 7+ years of relevant experience in audit or model risk validation. . CFA and/or FRM certifications preferred. . Prior experience with credit adjudication models is ... essential. . Exposure to AI-driven model environments is a plus. **Skills and Job-Specific Competencies:** . Proficiency in SAS and Python for data analytics and model validation. . Strong understanding of risk modeling frameworks (credit, market, liquidity,… more
- TD Bank (Charlotte, NC)
- …highly preferred or willingness to pursue certification **Preferred Job Qualifications:** + CFA and/or FRM certification + Second line of defense over credit risk ... **Who We Are:** TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the… more
- Truist (Greensboro, NC)
- …in rank order): Certified Financial Planner (CFP), Chartered Financial Analyst. ( CFA ), Accredited Asset Management Specialist AAMS(R) , Certified Trust and Financial ... Advisor CTFA(R), Chartered Life Underwriter CLU(R), CRPC(R) - Chartered Retirement Planning Counselor, or ChFC(R) - Chartered Financial Consultant(R). 4. Completion of Leadership Development Program or Banking School such as Truist Leadership Development… more
- Insight Global (Concord, NC)
- …company * Bachelor's Degree in Accounting, Finance, or a related field. CPA, CFA , or other relevant certifications are highly desirable * Experience in a ... manufacturing environment * Experience working within an ERP system (Microsoft Dynamics 365 or SAP) - ex. Reviewing production data, configuring cost models within excel and transferring them into an ERP, as well as forecasting * Understanding of the… more
- Deloitte (Charlotte, NC)
- …+ Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor ( CFA ) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as ... master's in science of tax (MST), JD, or LLM + Previous Big 4 or large CPA firm experience + Aptitude in MS Project, Word, Excel, and Visio + Transaction and M&A experience + Alteryx experience The wage range for this role takes into account the wide range of… more
- Deloitte (Charlotte, NC)
- …+ Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor ( CFA ) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as ... MST, MAcc, LLM, or JD, or related field + Experience with tax technical research (eg, CCH, Hein, Lexis, RIA, etc.) + Experience with Federal or State and Local C&I + Experience with sustainability technologies or environmental sciences + Previous Big 4 or… more
- Nuveen Investments (Charlotte, NC)
- …and/or structured credit industry + Bachelor's degree from an accredited four-year university; CFA , MBA (or progress toward) a plus + Strong understanding of BSL ... CLOs + Entrepreneurial mindset and strong client service and sales orientation + Excellent written communication skills, keen attention to detail and organizational prowess + Experience analyzing and synthesizing attribution in written and verbal format +… more
- Deloitte (Charlotte, NC)
- …Agent + Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor ( CFA ) Preferred: + Advanced degree such as MST or MAcc + Mid-Level to ... Advanced skills in MS Project, Word, Excel, and Tax Depreciation Software + Self-starter with demonstrated ability to effectively handle multiple, competing priorities + Experience in coaching and mentoring junior colleagues + Self-starter with demonstrated… more