- Deloitte (Charlotte, NC)
- …equity, investment partnerships, alternative products, family offices, mutual funds, broker -dealers, banks, insurance companies, and other investment managers. ... guidance for the development and motivation of the engagement team + Supervising Senior and Tax Consultants The Team As the global leader in providing professional… more
- Truist (Charlotte, NC)
- …effective standards/ processes; set/monitor quality performance expectations/results. Interface with senior executives across the enterprise to develop a strategic ... as well as industry and bank issues, to effectively match them. 3. Broker and direct the design, engineering, implementation, and support of application software… more
- Truist (Charlotte, NC)
- …II report; Form SIS, Form SSOI, Form OBS, Form Custody for registered broker /dealers 23. Support the Corporate Controller and Financial Reporting team on external ... audience and build consensus among different stakeholders. Ability to influence others at senior levels to adopt a new perspective. 4. Knowledge of the industry's… more
- Highmark Health (Raleigh, NC)
- …representatives concerning overdue payments, Resolution of inquiries related to broker commissions or TPA's, Creation of monthly reports detailing problematic ... annual audits (such as PWC Revenue Audit and Support Senior Vice President of Operations in Monthly/Annual budget and...this, all employees must comply with both the Health Insurance Portability Accountability Act of 1996 (HIPAA) as described… more
- Deloitte (Charlotte, NC)
- …as they apply to financial institutions, including retail, wholesale and international banks, broker dealers, mutual funds and insurance companies + Ability to ... levels of a business + Experience submitting written and oral reports to senior management and clients + Excellent written and verbal communication skills + Strong… more