• Sr Financial Officer I

    Truist (Charlotte, NC)
    …spirit of applicable corporate policies, procedures, processes, standards and regulatory/ compliance requirements. 9. Takes a new perspective on existing solutions ... 2. Certified Public Accountant, Certified Management Accountant, or Chartered Financial Analyst 3. Master's degree of MBA 4. Specific financial services or… more
    Truist (07/18/25)
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  • CSBB Initiative Senior Readiness Specialist

    Truist (Charlotte, NC)
    …Must reside in Charlotte or Atlanta for this role. Provide readiness and analyst support to a team or various teams focused on defining, designing, and ... engage appropriate partners for successful project completion - eg SMEs, compliance , Project Managers, other key partners. 6. Consistently delivers effective written… more
    Truist (07/12/25)
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  • Assistant Corporate Funding Manager

    Truist (Charlotte, NC)
    …that impact funding strategies/actions. Work with Liquidity Risk team concerning compliance with new regulations. Ensure internal control procedures are in place ... degree in Business, Economics, or similar concentration + Chartered Financial Analyst (CFA) designation. + Thorough understanding of asset liability management and… more
    Truist (07/08/25)
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  • Lead Java Developer with Angular - VP - Charlotte,…

    Citigroup (Charlotte, NC)
    The Applications Development Technology Lead Analyst is a senior level position responsible for establishing and implementing new or revised application systems and ... firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying… more
    Citigroup (07/04/25)
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  • Client Success Partner

    Public Consulting Group (Raleigh, NC)
    …team members from EDPlan Innovations o Coordination with Technical Business Analyst to articulate change requests and product feedback and support execution ... . SPP/APR . Submission Process . Data Collections . Experience with compliance -based documentation systems . Experience with project management best practices . 2-5… more
    Public Consulting Group (07/01/25)
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  • Asset Liability Management Senior Associate - IRR

    Truist (Charlotte, NC)
    …reporting tools + Ensure all documentation is updated and in compliance with company policies **QUALIFICATIONS** **Required Qualifications:** The requirements listed ... Qualifications:** + A Masters of Business Administration (MBA), Chartered Financial Analyst (CFA), or Certified Public Accountant (CPA) Designation + QRM experience… more
    Truist (05/30/25)
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  • Financial Director

    Truist (Charlotte, NC)
    …with Accounting Policy). + Review and update policies and procedures for compliance with governmental regulations and corporate polices and standards. + Coordinate ... experience Certified Public Accountant, Certified Management Accountant, or Chartered Financial Analyst Master's degree of MBA + Specific financial services or… more
    Truist (05/28/25)
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  • Premier Advisor or Banker

    Truist (Mooresville, NC)
    …who will enhance business development efforts. 7. Work within existing audit, compliance and regulatory framework in order to ensure a high quality, compliant ... (preference in rank order): Certified Financial Planner (CFP), Chartered Financial Analyst . (CFA), Accredited Asset Management Specialist AAMS(R) , Certified Trust… more
    Truist (05/22/25)
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