- Equitable (Charlotte, NC)
- …general understanding of overall Broker/Dealer investment and insurance products. + Performing due diligence reviews of new and existing third-party retirement ... to making a difference in the lives of clients. Across the US, financial professionals operating under the Equitable Advisors brand engage with individual clients to… more
- First Horizon Bank (Charlotte, NC)
- …lending proposals; identifies cross-sell opportunities. + Oversight of post-approval due diligence requirements and commercial loan documentation preparation. ... for the annual review, renewal, loan covenant compliance reviews and financial collection process within assigned loan portfolio. Partners with Relationship Managers… more
- Humana (Raleigh, NC)
- …tax considerations unique to joint ventures. + Support M&A activities including due diligence , structuring, and integration from a tax accounting perspective. ... compliant tax reporting under both ASC 740 and SSAP 101, supporting our financial integrity and regulatory obligations. The ideal candidate will bring deep technical… more
- Wells Fargo (Charlotte, NC)
- …Investment Banking delivers a comprehensive suite of capital markets, banking, and financial products and services to over 12,000 clients around the world, including ... begins with seven weeks of comprehensive training in Charlotte, covering financial accounting, credit analysis, valuation, and modeling. You will also prepare… more
- Wells Fargo (Charlotte, NC)
- …Investment Banking delivers a comprehensive suite of capital markets, banking, and financial products and services to over 12,000 clients around the world, including ... begins with seven weeks of comprehensive training in Charlotte, covering financial accounting, credit analysis, valuation, and modelling. Following training, you… more
- KeyBank (Charlotte, NC)
- …solutions for clients + Work with a team to obtain and analyze due diligence items including Sponsor financials, project budgets and proformas, tax ... risk profile of KeyBank + Create an approach to cross-sell all aspects of financial solutions and bank products to clients + Work collaboratively with an expert… more
- Grant Thornton (Charlotte, NC)
- …other transactions-related work + Assist in conducting buy-side and sell-side tax due diligence , advising on tax efficient acquisitions and divestments, advising ... clients on tax efficient restructurings, reviewing taxes in financial models, and reviewing transaction documents + Be involved in researching tax issues, preparing… more
- SMBC (Charlotte, NC)
- …strategic direction, resource allocation, business opportunities and risk appetite. Carry out due diligence on strategic initiatives and proposals to assess ... SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a...400-year history, SMBC Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and… more
- Deloitte (Raleigh, NC)
- …We work with clients on the full range of deal execution issues, including due diligence , tax and accounting structuring, merger integration and post transaction ... in accounting for business combinations, consolidations, revenue recognition, leasing, and financial instruments. In addition, you will have the opportunity to… more
- Wells Fargo (Charlotte, NC)
- …collaboration, and adaptability + Advanced organizational skills with high diligence and accuracy + Advanced verbal, written, and interpersonal communication ... for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and… more