• Senior Asset Liability Management Analyst

    Truist (Charlotte, NC)
    …+ Master of Business Administration (MBA), Chartered Financial Analyst ( CFA ), or Certified Public Accountant ( CPA ) Designation + Knowledge and ... understanding of asset liability or liquidity management software, especially QRM. + General ledger experience + Hyperion Essbase experience + Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills + Basic computer programming skills (Python, MatLab,… more
    Truist (07/18/25)
    - Related Jobs
  • Asset Liability Management Senior Analyst

    Truist (Charlotte, NC)
    …+ A Masters of Business Administration (MBA), Chartered Financial Analyst ( CFA ), or Certified Public Accountant ( CPA ) Designation + General ledger ... experience + VB (Visual Basic) experience + Advanced Microsoft Office (Word, Excel, Outlook and PowerPoint) skills + Knowledge and understanding of asset liability or liquidity management software, especially QRM + Knowledge and understanding of financial… more
    Truist (06/13/25)
    - Related Jobs
  • Wealth Advisor

    Truist (Charlotte, NC)
    …as well as the regional leadership team, local advisory board members, outside Certified Public Accountants ( CPA ), attorneys, civic associations and other ... * 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 … more
    Truist (07/12/25)
    - Related Jobs
  • Audit Manager

    Citigroup (Charlotte, NC)
    …function area Qualifications: + 6-10 years of relevant experience . Related certifications ( CPA , ACA, CFA , CIA, CISA or similar) preferred + Effective ... : + 6-10 years of relevant experience + Related certifications ( CPA , ACA, CFA , CIA, CISA or similar) preferred + Effective comprehension of business… more
    Citigroup (07/30/25)
    - Related Jobs
  • Audit Sr Advisor - Corporate

    First Horizon Bank (Charlotte, NC)
    …of Institute of Internal Auditors (IIA) Standards Certification or License required (CIA, CISA, CPA , CFA , CRCM, CIFRS, Series 6, 7, or 24, etc.). Prior ... + (preferred) **CERTIFICATES, LICENSES, REGISTRATIONS** Certification or License required (CIA, CISA, CPA , CFA , CRCM, CIFRS, Series 6, 7, or 24, etc.) or ability… more
    First Horizon Bank (06/28/25)
    - Related Jobs
  • Tax Senior - Strategic Partnership Solutions

    Deloitte (Raleigh, NC)
    …+ Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor ( CFA ) + Certified Financial Planner (CFP) Preferred: + Advanced degree such ... various industries. + Deliver value to client experiencing a public offering (including SPACs) and interact with external counsel,...must be willing and able to obtain: + Licensed CPA in state of practice/primary office if eligible to… more
    Deloitte (08/26/25)
    - Related Jobs
  • Tax Manager - Nat'l Federal Tax Services…

    Deloitte (Charlotte, NC)
    …+ Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor ( CFA ) + Certified Financial Planner (CFP) Preferred: + Advanced degree such ... and other various industries. + Deliver value to client experiencing a public offering (including SPACs) and interact with external counsel, underwriters, client… more
    Deloitte (08/23/25)
    - Related Jobs
  • Tax Manager - Renewable Energy

    Deloitte (Charlotte, NC)
    …+ Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor ( CFA ) + Certified Financial Planner (CFP) Preferred: + Advanced degree such ... Our spectrum of business tax services is relevant for public and private companies, and range from tax planning...One of the following active accreditations obtained: + Licensed CPA in state of practice/primary office if eligible to… more
    Deloitte (08/23/25)
    - Related Jobs
  • Tax Manager - DART (Depreciation Analysis…

    Deloitte (Charlotte, NC)
    …industries/sectors you serve + One of the following active accreditations obtained: + Licensed CPA in state of practice/primary office if eligible to sit for the ... CPA + If not CPA eligible: +...CPA + If not CPA eligible: + Licensed attorney + Enrolled Agent +...+ Project Management Professional (PMP) + Chartered Financial Advisor ( CFA ) Preferred: + Advanced degree such as MST or… more
    Deloitte (08/23/25)
    - Related Jobs
  • Tax Senior - Real Estate

    Deloitte (Charlotte, NC)
    …+ Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor ( CFA ) + Certified Financial Planner (CFP) Preferred + Advanced degree such ... must be able and willing to obtain: + Licensed CPA in state of practice/primary office if eligible to...accordance to ASC740 + Previous Big 4 or large CPA firm experience + Excellent research and writing skills… more
    Deloitte (08/23/25)
    - Related Jobs