- Deloitte (Charlotte, NC)
- …Finance LLC* (DCF), a registered broker dealer. We offer sophisticated investment banking services to companies of various sizes -large corporations pursuing ... record outcomes of meetings and conference calls. + Compile and submit weekly reporting in Excel. + Excellent verbal and written communication skills are essential.… more
- Truist (Charlotte, NC)
- …or enrollment in professional level certification programs such as Chartered Financial Analyst , Chartered Alternative Investment Analyst , Certified ... not mentioned below. Specific activities may change from time to time. * Reporting to the SEG Sr. Corporate Wealth Relationship Manager to ensure consistent… more
- City National Bank (Raleigh, NC)
- …MANAGEMENT* WHAT IS THE OPPORTUNITY? The Wealth Management Senior Audit Manager position, reporting to the Audit Director of Wealth Management, is a leadership role ... Trust Administration, Retirement and Custody Services, Specialty Wealth Assets, Investment Advisory, Broker/Dealer, Investment Banking activities for CNB's… more
- Wells Fargo (Charlotte, NC)
- …make up Wholesale Operations include, Commercial Banking Operations, Wealth & Investment Management Operations, Corporate & Investment Banking Operations. ... on excellent customer and client experiences. **Global Operations Data, Analytics, and Reporting :** + Global Operations Data, Analytics, and Reporting (DAR)… more
- Truist (Charlotte, NC)
- …pricing, profitability, expense efficiency and value creation ideas, new investment business cases, and potential divestiture or acquisition opportunities. Prepare ... pricing, profitability, expense efficiency and value creation ideas, new investment business cases, and potential divestiture or acquisition opportunities. Prepares… more
- Prime Therapeutics (Raleigh, NC)
- …Forecasting Principal - Treasury - Remote **Job Description** The Treasury Analyst Principal is responsible for developing, managing, analyzing, and delivering ... alternatives to achieve beneficial results. + Manage debt requirements, including covenant reporting , debt costs and borrowing process. + Manage and advance … more
- Truist (Charlotte, NC)
- …preparation and validation/approval of financial information provided to Internal/External/Regulatory Reporting for use in 10-Q/10-K, Call Reports, Y-9C and Pillar ... 3 reporting , among others. Provide financial analysis and guidance to...pricing, profitability, expense efficiency and value creation ideas, new investment business cases, and potential divestiture or acquisition opportunities.… more
- CBRE (Raleigh, NC)
- …defined procedures and processes under close supervision and guidance. **Transaction Analyst ** **About the Role** As a CBRE Transaction Management Analyst ... and support the execution of real estate transaction activities and financial reporting for a defined portfolio of commercial properties. **What You'll Do** +… more
- Wells Fargo (Charlotte, NC)
- …the US **About this role:** Wells Fargo is seeking a **Senior Data Management analyst ** to work within the Corporate and Investment Banking (CIB) Data management ... Data Strategy and Data Deliveries (including Jira management, OKR reporting , status reporting , etc) + Serve as...+ Experience working within financial services - CIB or investment banking + Advanced MS Office, Atlassian, BI tool… more
- Huron Consulting Group (NC)
- …of three years of experience with restructuring & turnaround work, investment banking, financial advisory/consulting, public accounting or audit-related consulting + ... with: 13 week cash flow forecast, 3-statement financial models, financial reporting (monthly operating reports, statements & schedules), operational improvement and… more