- Deloitte (Charlotte, NC)
- …with clients to address a range of critical issues brought on by regulatory changes, competition, globalization, advances in technology, and the changing demands of ... + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such… more
- Deloitte (Charlotte, NC)
- …supporting files, memoranda, and IRS audit responses + Monitor legislative and regulatory tax developments and work with the team to present potential opportunities ... + Enrolled Agent + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + Professional Engineer Preferred: + Advanced degree such as Masters… more
- Equitable (Charlotte, NC)
- …are regularly updated and proper resources are applied for elite advisor prospects. + Initiate and provide individual feedback, career development, performance ... Knowledge of the organization's industry group, trends, directions, major issues, regulatory considerations, and capital markets; ability to apply industry knowledge… more
- Deloitte (Charlotte, NC)
- …with clients to address a range of critical issues brought on by regulatory changes, competition, globalization, advances in technology, and the changing demands of ... + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such… more
- Wolters Kluwer (Raleigh, NC)
- …to our cloud-based solutions. + **Consultative Support** - Serve as a trusted advisor on audit-related matters, providing guidance to clients on regulatory ... compliance, audit best practices and solutions that meet their unique requirements. + **Product Feedback** - Through the lens of the customer, provide product organization ongoing feedback on product performance and enhancements. + **Industry Knowledge** -… more
- Deloitte (Charlotte, NC)
- …with clients to address a range of critical issues brought on by regulatory changes, competition, globalization, advances in technology, and the changing demands of ... eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Previous Big 4… more
- First Horizon Bank (Charlotte, NC)
- …**Essential Duties and Responsibilities** : * Act as a trusted financial advisor to Regional and LOB leadership, delivering data-driven insights to support ... banking regulations, Company policies and procedures, and successfully participate in regulatory and Company training requirements via multiple and variable delivery… more
- Novant Health (Charlotte, NC)
- …excellence, and performance improvements across all areas of responsibility.Serve as an advisor to other operational RCM Vice Presidents and works closely with VP ... ongoing education and competency development aligned with role-based requirements and regulatory changes.Partner with HR and department leaders to ensure training… more
- Amentum (Raleigh, NC)
- …the company's operations and strategic objectives. The Director acts as a key advisor to business units and senior leadership on risk-related matters and ensures ... compliance with regulatory and contractual risk transfer requirements. + Develop and manage assigned global insurance programs (property, casualty, cyber, D&O,… more
- Cardinal Health (Raleigh, NC)
- …implemented in accordance with the project plan. . Serve as a security advisor for all projects. This requires knowledge in Security Architecture, Privacy, Data ... Security, Regulatory Requirements, Resiliency, Application Security, Contract & Policy Considerations, Access Requirements, and other security considerations that… more