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Good to have business knowledge in financial domains related to Anti-Money Laundering and Financial Crimes. Working closely with Production Support teams, Platform teams and Business Partners, this person handles technical aspects of the application, including Change Management, Maintenance, Platform Upgrades, and Changes to requirements from both upstream and downstream interfacing applications.
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The right person should have a solid understanding of Subchapter K related to hedge fund structures, financial products and related tax adjustments, and aggregate allocations. One of the following active accreditations obtained:Licensed CPA in state of practice/primary office if eligible to sit for the CPAIf not CPA eligible:Licensed attorneyEnrolled AgentCertifications:Chartered Financial Advisor (CFA)Certified Financial Planner (CFP.
$84,980 - $193,440 a yearFull-timeExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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Ameris Bank is a purpose-driven company, dedicated to bringing financial peace of mind to communities, one person at a time. Communicate material financial changes or covenant non-compliance within existing relationships to the Regional Credit Officer.
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Conduct training for FPs on the financial planning process and use of financial planning software tools via webinars or in-person as needed. Understand ways to support and grow financial planning in accordance with the WSPs of the team, as well as contribute to the continuous improvement of the process.
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Experience should include most of the following project types: education, civic/government, financial services, retail, office, interior renovation, high tech/R&D, mission critical/data centers, and healthcare.
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Provide in person and virtual Courtroom support, accompaniment and outreach to survivors of intimate partner violence, sexual assault, and child maltreatment. Maintain confidential and accurate, up to date client, stakeholder, intern, and volunteer records, program and agency records in agency databases, which may include CSN, Raiser's Edge, Financial Edge and Timeforce.
Full-timeExpandApply NowActive JobUpdated 8 days ago - UpvoteDownvoteShare Job
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This role requires in-person attendance at least 3 days a week (ideally Tuesday-Thursday) Developing in depth understand of financial product, LendingTree product, sales process, onboarding and tech integration along with contract negotiations.
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LendingTree is actively seeking a Senior Product Manager to lead and drive our industry leading B2B financial partner integration product development efforts in collaboration with our Engineering, Sales and Business Development teams.
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Through the use of highly effective, intuitive teaching methods in an interactive, multimedia setting, our mission is to teach the everyday valuation techniques and financial modeling skills that experienced professionals use at work in a way that is immediately applicable.
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BASIC REQUIREMENT: A Certificate as a Certified Public Accountant (CPA) or a bachelor's or higher degree in accounting that included at least 30 semester hours in accounting or 24 semester hours in accounting and an additional 6 semester hours in related subjects such as business law, economics, statistical/quantitative methods, computerized accounting or financial systems, financial management, or finance.
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Insight Global is looking for a Chief Financial Officer for an outpatient facility in Charlotte, NC. This person must have a proven track record of success impacting change over a large organization, effective leadership skills, and robust healthcare experience.
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Corporate sponsored programs to enhance employee physical, financial, mental and emotional wellness. Goosehead strictly prohibits and does not tolerate unlawful discrimination against employees, applicants, or any other covered person because of race, color, religion, creed, national origin, ancestry, ethnicity, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender, gender identity, transgender status, age, physical or mental disability, veteran status, uniformed service, genetic information, or any other characteristic protected by applicable law.
$53,000 - $90,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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The team is looking to add a talented Investment Banking Associate - Middle Market in Charlotte, NC. The team would be open to having this person sit out of Dallas, TX as well. Financial modelling skills including DCFs/LBO models/Merger Models/Bridge Analysis/etc.
Full-timeExpandApply NowActive JobUpdated 18 days ago - UpvoteDownvoteShare Job
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A well-known Financial Services Company is looking for a Business Execution Consultant in Charlotte, NC (Hybrid). Work with the brightest minds at one of the largest financial institutions in the world.
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Effects ongoing quality, productivity and efficiency in daily operations of departments and services by providing office management and supervision of non-clinical employees, serving as administrative and financial resource person, providing backup support for all administrative positions, and interfacing with referral sources, insurers, hospital staff, physicians, and customers.
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person financial jobs in Charlotte, West-columbia, South Carolina
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