• Process Risk Senior Associate

    Grant Thornton (Charlotte, NC)
    …delivers professional services through two specialized entities: Grant Thornton LLP, a licensed, certified public accounting ( CPA ) firm that provides audit ... licensed CPA firm), which exclusively provides non-attest offerings, including tax and advisory services. In 2025, Grant Thornton formed a multinational,… more
    Grant Thornton (10/22/25)
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  • Trust Administration Advisor

    Truist (Charlotte, NC)
    …Portfolio Managers, Wealth Strategists, and external advisors to define and meet clients' tax , financial , estate planning, and banking goals and objectives. 4. ... JD, MBA, CFP, CPA , or CTFA). 3. Experience working with Trust Financial Software **General Description of Available Benefits for Eligible Employees of Truist … more
    Truist (10/04/25)
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  • Controller, Managed Accounting Services

    KBF (NC)
    …with deep technical experience, KBF is a trusted partner and recognized tax , audit, and advisory leader, providing a comprehensive range of services designed ... analysis over cost accounting and other critical areas, maintaining financial records for various clients, assisting with internal budgets...is done at a premium level + A working manager that is comfortable rolling up their sleeves and… more
    KBF (09/26/25)
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  • Legal Operations Business Consultant- Finance

    Truist (Charlotte, NC)
    …Legal Operations Business Consultant - Finance is responsible for supporting the financial management and operations within the Legal Department. This role involves ... ideal candidate will have strong analytical skills, a deep understanding of financial principles, and the ability to work collaboratively with various stakeholders.… more
    Truist (11/26/25)
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  • Senior Wealth Advisor

    Vanguard (Charlotte, NC)
    Are you a Certified Financial Planner (CFP(R)) with a passion for transforming lives through expert financial guidance? Vanguard is seeking Sr. Wealth ... make a lasting impact with a leader in the financial industry! As a Senior Wealth Advisor within Vanguard's...serve client needs and goals related to investment advice, tax strategies, legacy & estate planning, philanthropic giving, and… more
    Vanguard (09/18/25)
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  • Senior Corporate Strategy Consultant - Wholesale…

    Truist (Charlotte, NC)
    …Microsoft Excel, Word, and PowerPoint. **Preferred Qualifications:** 1. Master's degree, MBA, and/or CPA 2. 10 years banking or financial services experience 3. ... development of business strategies (long-term complex plans that drive operational and financial results). 2. Assess future trends, the external environment, and the… more
    Truist (11/26/25)
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