- Deloitte (Charlotte, NC)
- …+ Licensed Attorney + Enrolled Agent + Certifications: + Certified Financial Accountant ( CFA ) + Certified Financial Planner (CFP) Preferred + Advanced degree such as ... Masters of Tax, JD, and/or LLM + Experience with accounting for income taxes in accordance to ASC740 + Previous Big 4 or large CPA firm experience + Experience in banking, securities and/or capital market industries The wage range for this role takes into… 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
- Truist (Charlotte, NC)
- …+ Master of Business Administration (MBA) or Chartered Financial Analyst ( CFA ) Designation. + Experience with stress testing/Comprehensive Capital and Analysis ... Review (CCAR) + Advanced Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills. + General ledger experience. + Hyperion Essbase experience. + Ability to work effectively, as well as independently, in a team environment. 7. Strong analytical skills… more
- US Bank (Charlotte, NC)
- …experience with ultra high net worth clients + MBA, JD, CFP, CFA , or CPA **Preferred Skills/Experience** + Well-developed leadership abilities and strategic ... management skills + Thorough knowledge of division and relation to industry + Strong verbal and written communication skills + Well-developed analytical, decision-making and problem-solving skills + Considerable tact, diplomacy and people skills If there's… more
- City National Bank (Raleigh, NC)
- …Auditor Or * CFIRS - Certified Fiduciary and Investment Risk Specialist Or * CFA - Charter Financial Analyst Or * CAMS - Certified Anti-Money Laundering Specialist ... Or *Additional Qualifications* * Strong verbal and written communication skills to effectively present to peers and business management. * Demonstrated negotiation and leadership skills needed to convey ideas and obtain management buy-in for constructive… more
- Vanguard (Charlotte, NC)
- …Qualifications + CFP(R) designation required. Additional certifications such as the CFA , CTFA or CPA preferred. + This job requires a Series ... 7, 63 or 66 regulatory license and/or registration (eg FINRA, state, SFC) as well as the SIE or ability to acquire once in the role. These will be determined by Compliance based on role-specific duties. + 7+ years of financial advice, financial planning, book… more
- Truist (Charlotte, NC)
- …multi-task in a fast-paced environment. **Preferred Qualifications:** + Master's Degree and/or CPA or CFA + Minimum GPA: 3.0 + 6 to 10+ years of demonstrated work ... experience in finance or related field \#Atlanta #Charlotte **General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are… more
- Travelers Insurance Company (Charlotte, NC)
- …in accordance with department guidelines. + Proactively creates Claim File Analysis ( CFA ) by adhering to quality standards. + Utilizes diary management system to ... ensure that all claims are handled timely. At required time intervals, evaluate liability and damages exposure. + Establishes and maintains proper indemnity and expense reserves. + Recommends appropriate cases for discussion at roundtable. + Attends and/or… more
- Truist (Charlotte, NC)
- …mathematics, statistics or a related field. 7. One or more of CFA /PRM/FRM professional designation. 8. Advanced competency programming in languages such as Java, ... C++, TensorFlow, SAS etc. 9. A strong grasp of one or more financial modeling disciplines such as credit score modeling, asset-liability management, stress testing, term structure modeling, fraud detection, value-at-risk, capital planning models, loan loss… more
- Deloitte (Charlotte, NC)
- …such as Certified Public Accountant (CPA), Chartered Financial Analyst ( CFA ), Certified Turnaround Professional (CTP), or Certified Insolvency and Restructuring ... Advisor (CIRA) or demonstrated progress toward such certifications Information for applicants with a need for accommodation: https://www2.deloitte.com/us/en/pages/careers/articles/join-deloitte-assistance-for-disabled-applicants.html The wage range for this… more