- Lowe's (Mooresville, NC)
- **Your Impact** The Senior Financial Analyst serves as a financial steward in the organization by collaborating with business partners in core business ... functions across the Company. The Senior Analyst must be able to work effectively within a...the forecast. **What You Will do** + Facilitates the financial forecasting and planning processes with functional partners and… more
- City National Bank (Charlotte, NC)
- …63 or 66 licenses * Ability to travel 40-50% of the time *Additional Qualifications* * CFA - Chartered Financial Analyst (or in process of becoming CFA ... WHAT IS THE OPPORTUNITY? Expand and deepen the network of Independent Financial Advisors, CPA's & attorneys referring clients to Rochdale and to communicate… more
- Wells Fargo (Charlotte, NC)
- …in the financial industry and/or public accounting + Working toward CFA or CPA + Experience with market-traded instruments or other Treasury-related products + ... this role:** Wells Fargo is seeking a Senior Treasury Analyst in the BSIRRM Change Management team to assist...in the Company's businesses, while also ensuring a satisfactory financial cushion exists to protect against unforeseen stresses in… more
- First Horizon Bank (Charlotte, NC)
- …On site at location listed in job posting **Summary** At First Horizon, the Credit Analyst is a member of the credit and underwriting team providing a high level of ... PM, RM and clients to address needs efficiently and accurately + Spread financial statements + Provide advanced analysis in assessing and evaluating current and new… more
- Citigroup (Charlotte, NC)
- …**Qualifications:** + Bachelors degree in Finance, Accounting or related field, MBA, CPA, or CFA a plus. + 10+ years of experience working for a financial ... knowledge of key liquidity and Interest Rate Risk metrics, working knowledge of Citigroup Financial Systems (RUBY / PEARL / GLRS / GENESIS) a plus. + Proficiency… more
- City National Bank (Raleigh, NC)
- …Internal Auditor Or * CFIRS - Certified Fiduciary and Investment Risk Specialist Or * CFA - Charter Financial Analyst Or * CAMS - Certified Anti-Money ... activities. * Minimum 3 years of experience conducting internal audits within financial institutions and supervising staff. * CPA - Certified Public Accountant Or… more
- TIAA (Durham, NC)
- …Planner (CFP) - Certified Financial Planner Board of Standards preferred Or + Chartered Financial Analyst - Level I - Chartered Financial Analyst ... and organically growing their practice through referrals to deliver financial solutions that ignite the dreams of the people...; If you do not have the CFP or CFA certification, TIAA will cover the cost of obtaining… more