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Chartered Financial Analyst (CFA) Or. Certified Anti-Money Laundering Specialist (CAMS) Or. The Wealth Management Senior Audit Manager position, reporting to the Audit Director of Wealth Management, is a leadership role as an auditor-in-charge for managing complex Wealth Management audits and assist the Audit Director in supervising a team of auditors to assess risks and internal control environment of the bank's Wealth Management businesses.
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O Bachelor's degree required; graduate degree (e.g. JD or MBA) and/or professional licenses (CTFA/CFP/CFA/CPA) preferred. Collaborate with the Managing Director of Personal Trust and the Chief Fiduciary Officer to set trust administration execution strategies.
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We are currently seeking an experienced professional to join our team as a Development Manager for Chick-fil-A's Custom Project Solutions (CPS) Team. Working within Chick-fil-A's CPS team, you will work closely with Real Estate, Legal, CFA Program Leads, Operators, and other professional partners in the redevelopment of Chick-fil-A’s In-Line and Free-Standing Units.
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Financial Risk Manager (FRM)/Certified Financial Analyst (CFA) or equivalent advanced risk certificationGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.
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Undergraduate degree in business, accounting, or related fieldMBA, CFP, CFA, CIMA. Undergraduate degree in business, accounting, or related fieldMBA, CFP, CFA, CIMA. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan.
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Coordinate with the legal team at CFA Inc. to ensure legal compliance with all applicable federal and state requirements and advise DC leaders on employment law and government regulations. Work closely with CFA Supply Senior Leadership Team, CFA Inc. Supply Chain, Operators, and various business partners to ensure optimal alignment and collaboration.
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Certifications including: CPA, CDFM, CGFM, CFA, CIA. Certifications including: CPA, CDFM, CGFM, CFA, CIA. Accounting & Internal Controls (A&IC) is well-positioned to help our clients address their most urgent finance transformation needs.
$62,000 - $110,000 a yearFull-timeExpandUpdated 6 days ago - UpvoteDownvoteShare Job
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Chartered Financial Analyst (CFA) designation or demonstrated progress toward the designation. Perform initial and on-going operational due diligence on third-party investment products. Wells Fargo is seeking a Lead Retail Investment Research Analyst to join the Global Manager Research team in Charlotte, NC or St. Louis, MO. Global Manager Research (GMR) is charged with recommending and overseeing third party managers for Wells Fargo Wealth and Investment Management (WIM.
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Advanced Degree or relevant professional certification such as CPA or CFA preferred. Cherry Bekaert LLP is a licensed CPA firm that provides attest services, and Cherry Bekaert Advisory LLC and its subsidiary entities provide business advisory and non-attest services spanning the areas of transaction advisory, risk and accounting advisory, digital solutions, cybersecurity, tax, benefits consulting, and wealth management.
$100,000 - $232,750 a yearFull-timeExpandApply NowActive JobUpdated 3 months ago - UpvoteDownvoteShare Job
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Financial Risk Manager (FRM)/Certified Financial Analyst (CFA) or equivalent advanced risk certification. Financial Risk Manager (FRM)/Certified Financial Analyst (CFA) or equivalent advanced risk certification.
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Professional certifications such as Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), or demonstrated progress toward such certifications. Professional certifications such as Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), or demonstrated progress toward such certifications.
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Our team provides additional expertise in interim management, restructuring, revenue cycle management, mergers and acquisitions, compliance and regulatory, digital technology and analytics. Advanced Microsoft PowerPoint and Excel skills a must; experience with Visio, Tableau or Power BI, SQL, SPSS, benchmarking a is plus.
$125,000 - $150,000 a yearFull-timeExpandApply NowActive JobUpdated 19 days ago - UpvoteDownvoteShare Job
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System knowledge of SAP Risk Applications (e.g., ERM, GRC), Regulatory Reporting (e.g., SEC, FRB), Certified Public Accountant (CPA), Certified Financial Analysis (CFA), Risk Management Professionals (e.g., ORM, CRC) or Project Management Professional (PMP) Your Personality: You love to approach your daily work proactively and express your communication skills with positive energy, empathy and good conflict management, both on paper and in conversation.
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One or more of the following credentials or certifications is required: CPA License, Level 3 of the CFA, JD, PhD, MBA or Master’s degree in Finance, Tax, Quantitative Statistics, Financial Engineering, Economics, Real Estate Finance or Hospitality A State Certified Appraiser License, Member of Appraisal Institute (MAI), Member of American Society of Appraisers (ASA) or achieve certification of CRE, CRI and/or CCIM, CHA, or PMP.
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MBA, CTP, CPA, CFA (preferred, but not required) Experience in working with treasury management systems (particularly experience with FIS Quantum) as well as ERP systems (such as SAP, Oracle, JDE.
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cfa job in Charlotte, NC
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