- Truist (Lumberton, NC)
- …and accurate reporting for weekly, monthly and quarterly Regulatory and SEC Reporting . + Execute general ledger accounting requirements, including month-end ... play a critical role in supporting the strategic and financial objectives of Truist Financial Corporation. Provide...reporting for weekly, monthly and quarterly Regulatory and SEC Reporting . + Execute general ledger accounting… more
- TD Bank (Charlotte, NC)
- …the Office of Currency Comptroller (OCC), Securities and Exchange Commission ( SEC ) and Financial Industry Regulatory Authority** **(FINRA)** **Customer ... findings, coordinates with the field on client response, prepares periodic reporting to multiple stakeholders, and manages ongoing marketing items to ensure… more
- Wells Fargo (Charlotte, NC)
- …a Senior Accounting Policy Analyst to join our Accounting Policy and SEC Reporting team within the Controller's organization. **In this role, you will:** ... with accounting policy work + Excellent verbal and written communication skills + SEC reporting experience - specifically reviewing 10Ks and 10Qs + Active… more
- Evolent (Raleigh, NC)
- …crucial role in supporting the comprehensive management of prior authorization and financial scope within Evolent Specialty Services. Reporting to the Director, ... the mission. Stay for the culture. **What You'll Be Doing:** **Senior Scope Analyst , Scope Management** The Specialty Scope Management team is made up of analysts,… more
- Guardian Life (Raleigh, NC)
- …on other department projects and initiatives. **You have** + Broad knowledge of the financial services industry and FINRA, SEC and State rules and regulations ... restrictions on travel and extended periods away from home. ** Reporting Relationships** As our Compliance Analyst , you...realize their dreams through a range of insurance and financial products and services. Our Purpose, to inspire well-being,… more
- Truist (Charlotte, NC)
- …Teradata, Alteryx, Tableau, SQL, etc.). 7. Understanding of GAAP and SEC /Regulatory Reporting . 8. CPA/RMA/FRM/CFA or equivalent advanced risk certification. ... recommendations that will influence senior management to improve data management and reporting . Review, analyze and assess the quality and accuracy of data elements… more
- Truist (Charlotte, NC)
- …and accurate monthly reporting related to the Bank's and LOB's financial performance and/or regulatory/ SEC requirements. 4. Coordinate profit plans and ... 2. Professional designation such as Certified Public Accountant (CPA) or Chartered Financial Analyst (CFA) 3. Financial institution work experience… more
- Truist (Charlotte, NC)
- …+ Masters degree in Business, Economics, or similar concentration + Chartered Financial Analyst (CFA) designation. + Thorough understanding of asset liability ... overall Net Interest Income (NII) forecast. Work closely with Accounting, Reporting , Tax (ART) to evaluate accounting/tax implications of funding strategies. Prepare… more