Business Advisory Banking Relationship Manager First Horizon BankBusiness Advisory Banking Relationship ManagerWinston-Salem, NCResponsible for acquiring, managing, growing, retaining, risk management, and relationship development/planning of approximately 250 business relationships with $1 - 5 mm in annual revenues, serving as a single point of contact for the customers within the bank; deliver business and deposits services, sell secured and unsecured business loans adhering to credit policy and underwriting parameters; identify referral opportunities for Retail Branch Partners and Business Product Partners; serve as a business consulting resource for the Retail Branch network. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services.
Financial Crimes KYC Advisory Vice President Morgan StanleyFinancial Crimes KYC Advisory Vice PresidentSpring Valley, NevadaThis is a Vice President level position within the KYC Advisory Team which tasked with setting KYC policy in coordination with Global Financial Crimes Advisory and Legal colleagues, and implementing KYC control changes and enhancements, working directly with Operations, the Business Unit stakeholders and Firm Technology units where necessary. GFC includes several legal and compliance disciplines and has responsibility for governance, oversight, and execution of the Firm's Anti-Money Laundering (AML), Economic Sanctions, Anti-Tax Evasion, Anti-Corruption and Government and Political Activities Compliance programs.
Vice President - Senior KYC Advisory Officer Morgan StanleyVice President - Senior KYC Advisory OfficerSpring Valley, Nevada$120,000–$205,000 / yearThis is a Vice President level position within the KYC Advisory Team which tasked with setting KYC policy in coordination with Global Financial Crimes Advisory and Legal colleagues, and implementing KYC control changes and enhancements, working directly with Operations, the Business Unit stakeholders and Firm Technology units where necessary. GFC includes several legal and compliance disciplines and has responsibility for governance, oversight, and execution of the Firm's Anti-Money Laundering (AML), Economic Sanctions, Anti-Tax Evasion, Anti-Corruption and Government and Political Activities Compliance programs.
Senior Consultant - Grants Management (Government Sector Services Advisory) TAG EisnerAmper, LLC (Inactive)Senior Consultant - Grants Management (Government Sector Services Advisory)Burlington, NCRemoteAbout our Government Sector Services Team: EisnerAmper provides assurance, advisory and outsourcing services to hundreds of governmental clients, including federal, state, local and county/parish governmental entities, municipalities, public retirement systems, school boards and districts and more. EisnerAmper provides a full scope of services to large programs, including those funded for federal relief to recover from significant declared disasters (ARPA, CARES, FEMA PA/IA and HUD-CDBG/CDSG) and large federally funded infrastructure, housing and energy programs (IIJA, IRA, EPA, etc.).
WM Field Compliance Advisory Coverage Specialist Morgan StanleyWM Field Compliance Advisory Coverage SpecialistSpring Valley, Nevadagifts, non-cash compensation, outside business activities, trading, etc.); > Ability to challenge the Business where there is a potential for regulatory or reputational risk; > The ideal candidate will be proactive, have strong verbal and written communications skills, and the ability to prioritize and handle multiple tasks in a fast-paced environment; > Ability to analyze data and identify and escalate key trends, patterns, and root causes; > Ability to work within a team and act independently; > Excellent judgment and the ability to be discreet in all matters; > Bachelor's Degree required; > Working Knowledge of Tableau Analytics Software and Dashboard Maintenance and Creation; > Preference for FINRA SIE, Series 7, 9/10, 24, and/or 65/66. > Minimum 6+ years relevant experience; > A strong understanding of SEC and FINRA regulations, with a particular focus on sales practice and suitability concerns involving retail products in brokerage and advisory accounts; > Knowledge of various products, including, Futures, Annuities, Structured Investments, Alternative Investments, Exchange-Traded Products, Fixed Income, Equities, Options, Unit Investment Trusts, and Mutual Funds; > Understanding of conflicts of interest and business practices typically associated with a broker-dealer (e.g.
Sr. Financial Analyst, Financial Reporting & Analysis Lowes Foods, LLCSr. Financial Analyst, Financial Reporting & AnalysisWinston Salem, NCDevelop & deliver ad-hoc decision support (financial data in addition to operational data) • Set up and measure test and learns, as appropriate for assigned operational area• Create, provide and partner on:‒ descriptive analytics & exploratory data analytics - "What"‒ diagnostic analytics - "Why"‒ predictive analytics - "What if"‒ prescriptive analytics - "Next best action". Build ROI/ business models (ST & LT) for major capital expenditures, projects, ventures, promotions • Analyze profitability for key areas of assigned operational area • Provide proactive variance analyses • Produce proformas and post reviews/ measurement for key initiatives.
Sr. Financial Analyst, Financial Reporting & Analysis Lowes FoodsSr. Financial Analyst, Financial Reporting & AnalysisWinston Salem, North CarolinaFull timeProduce assigned deliverables for the annual financial operating plan (as required for assigned operational area) with driver based targets; guide partner through process and ensure understanding and alignment on all budget submissions. Financial data is at the core, but the FR&A team will be responsible for providing a balanced view of the business including operational metrics and activity drivers.
Business Advisory Banking Relationship Manager First Horizon CorpBusiness Advisory Banking Relationship ManagerWinston-Salem, NCResponsible for acquiring, managing, growing, retaining, risk management, and relationship development/planning of approximately 250 business relationships with $1 - 5 mm in annual revenues, serving as a single point of contact for the customers within the bank; deliver business and deposits services, sell secured and unsecured business loans adhering to credit policy and underwriting parameters; identify referral opportunities for Retail Branch Partners and Business Product Partners; serve as a business consulting resource for the Retail Branch network. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services.
Financial Advisor - Winston-Salem, NC Truliant Federal Credit UnionFinancial Advisor - Winston-Salem, NCWinston-Salem, North CarolinaOur Promise to Our Teammates: Truliant strives to provide all teammates with an enjoyable place to work where they feel valued, empowered and rewarded for all that they do. In this role, you’ll take ownership of growing and managing a financial advisory portfolio while helping members achieve their financial goals.
Financial Analyst Advanced Personnel ResourcesFinancial AnalystGreensboro, NCFull timeThe Financial Analyst will also 1) work directly with company management to analyze and present financial information in an easily understood manner, 2) work and communicate with internal and external clients and customers to meet their needs in a polite, courteous, and cooperative manner and 3) work directly with Chief Financial Officer on high visibility projects. Job Summary: Reporting to the Controller, the Financial Analyst will serve as a major finance contributor over the entire organization’s portfolio and will be a key partner to the operational leaders by helping to define and drive all financial analysis and reporting for our business.
Managing Director & Lead Financial Advisor Career HeadhunterManaging Director & Lead Financial AdvisorHigh Point, North CarolinaRemoteWisepath Financial Group is seeking an experienced Managing Director & Lead Financial Advisor to help build and lead a specialized retirement planning division serving Federal, State, and Public Sector employees nationwide. You'll partner directly with executive leadership, help shape advisor culture, mentor future advisors, support strategic growth initiatives, and build a scalable platform designed for long-term success.
Managing Director & Lead Financial Advisor Career Headhunter LLCManaging Director & Lead Financial AdvisorHigh Point, NCRemoteFull timeWisepath Financial Group is seeking an experienced Managing Director & Lead Financial Advisor to help build and lead a specialized retirement planning division serving Federal, State, and Public Sector employees nationwide. You'll partner directly with executive leadership, help shape advisor culture, mentor future advisors, support strategic growth initiatives, and build a scalable platform designed for long-term success.
Clinical Research - Financial Analyst I Atrium HealthClinical Research - Financial Analyst IWinston Salem, NC$28.55–$42.85 / hourHeadquartered in Charlotte, North Carolina, Advocate Health services nearly 6 million patients and is engaged in hundreds of clinical trials and research studies, with Wake Forest University School of Medicine serving as the academic core of the enterprise. Providing care under the names Advocate Health Care in Illinois; Atrium Health in the Carolinas, Georgia and Alabama; and Aurora Health Care in Wisconsin, Advocate Health is a national leader in clinical innovation, health outcomes, consumer experience and value-based care.
Financial Analyst II, Subsidiary - Hybrid Labcorp Holdings IncFinancial Analyst II, Subsidiary - HybridBurlington, NCThis hybrid position offers a balanced schedule of three in-office workdays at our Burlington or Durham, NC locations and two remote workdays per week, supporting both collaboration and flexibility. Labcorp is seeking a Financial Analyst II to join our team, supporting revenue cycle and subsidiary billing operations in Burlington or Durham, NC!
Clinical Research - Financial Analyst I Advocate Aurora Health IncClinical Research - Financial Analyst IWinston Salem, NC$28.55–$42.85 / hourHeadquartered in Charlotte, North Carolina, Advocate Health services nearly 6 million patients and is engaged in hundreds of clinical trials and research studies, with Wake Forest University School of Medicine serving as the academic core of the enterprise. Providing care under the names Advocate Health Care in Illinois; Atrium Health in the Carolinas, Georgia and Alabama; and Aurora Health Care in Wisconsin, Advocate Health is a national leader in clinical innovation, health outcomes, consumer experience and value-based care.
Senior Financial Analyst Truist Financial CorpSenior Financial AnalystWinston-Salem, NC$74,000–$134,000 / yearGeneral 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. Evaluates performance against plans and strategic goals, prepares management insights, and contributes to investment cases and value creation initiatives.
Financial Analyst Butler America Aerospace LLCFinancial AnalystWinston-Salem, NC$40–$48 / hourPrimary Responsibilities: Evaluate new business cases, verify methods of estimation, ensure cross functional alignment, and certify profit margin recoverability for moderate or complex programs. Prepare inputs for monthly cost and sales forecasts and provide variance analysis against prior forecast and plan for moderate or complex programs to ensure contractual cost objectives are met.
Senior Financial Analyst SunrockSenior Financial AnalystProspect Hill, NCSunrock Industries maintains an approved vendor list for recruiting services and will only consider candidate submissions from approved firms when Sunrock has specifically engaged the firm to assist with a search for designated roles. The Senior FP&A Analyst plays a key role in supporting financial planning, forecasting, and operational analysis across a vertically integrated aggregates and construction materials business.
Global Financial Crimes Client Risk Unit Vice President Morgan StanleyGlobal Financial Crimes Client Risk Unit Vice PresidentSpring Valley, NevadaOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. We are seeking someone to join our team as a Global Financial Crimes: Client Risk Unit Vice President in Legal and Compliance to provide advisory support on client risk and due diligence matters, and partner across the Firm to support effective execution of the Financial Crimes Prevention Program.
NewFinancial Professional The Pelora GroupFinancial ProfessionalWinston-Salem, NCDesire access to a deep bench of subject matter experts across investments, planning, operations, technology, compliance, tax strategy, and practice management to address complex client needs and unforeseen challenges. As a Financial Advisor supported by The Pelora Group, you’ll be part of a community of professionals that will help you determine your purpose, execute your vision, and build your business.
NewFinancial Analyst The Moses H Cone Memorial HospitalFinancial AnalystGreensboro, NCExperience: Required: 0 years of experience and Bachelor's Degree, 2 years of related experience and Associate Degree, or 4 years of related experience and High School Diploma. Maintains a general knowledge of the financial computer systems; maintains tools and databases to accurately capture and interpret financial data.
Senior Financial Analyst The Moses H Cone Memorial HospitalSenior Financial AnalystGreensboro, NCWorking under minimal supervision, this job collaborates regularly with project managers, operational leaders, and finance teams, supports complex projects, and delivers results that have a significant impact on operational achievement. Education Required: Bachelor's Degree Experience Required: 5+ Years Licensure/Certification/Listing Required: Department/role specific certification may be required.
NewSenior Financial Consultant--Wealth Management (Greensboro/Winston Salem) Atlantic Union Bankshares CorpSenior Financial Consultant--Wealth Management (Greensboro/Winston Salem)Greensboro, NCAnnually develop and maintain a personal business plan that identifies revenue and asset under management growth goals, outlines partnership strategies with assigned bank branches, incorporates planning for target households, identifies ideas to prospect for new customers and further deepen relationships with existing customers. Counsel customers on investment related topics including retirement planning, tax planning, education planning, income management, risk management, suitability and investment objectives.
Global Financial Crimes Risk and Controls Assessment Director Morgan StanleyGlobal Financial Crimes Risk and Controls Assessment DirectorSpring Valley, NevadaOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world.
Financial Analyst Penske CorporationFinancial AnalystGreensboro, NCWillingness to travel as necessary, work the required schedule, work at the specific location required, complete Penske employment application, submit to a background investigation (to include past employment, education, and criminal history) and drug screening are required. • Lead and direct the process for identifying, specifying and developing innovative financial strategies using PMT and LEAN principles in order to determine the optimum financial solution between leasing and buying.
Financial Analyst Ecolab IncFinancial AnalystGreensboro, NC$74,700–$112,200 / yearTo meet customer requirements and comply with local or state regulations, applicants for certain customer-facing roles may need to: Undergo additional background screens and/or drug/alcohol testing for customer credentialing. The Financial Analyst - Strategic Finance will serve as a key partner to the Global QSR division, supporting strategic initiatives, financial planning, and performance analysis.
Financial Solutions Advisor - Greensboro Area Bank of AmericaFinancial Solutions Advisor - Greensboro AreaGreensboro, North CarolinaKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
NewFinancial Analyst Lee Hecht HarrisonFinancial AnalystHigh Point, NC$75,000–$88,000 / yearThe Financial Analyst partners closely with plant finance leadership and operations to provide clear insight into performance drivers, highlight risks and opportunities, and support data‑driven decision making. This role supports the financial performance of a manufacturing/plant operation through P&L ownership, forecasting, budgeting, and detailed financial analysis.
Advisor Development Program - Financial Solutions Advisor Trainee (Centralized) - Greensboro, NC Bank of AmericaAdvisor Development Program - Financial Solutions Advisor Trainee (Centralized) - Greensboro, NCGreensboro, North CarolinaThe Financial Solutions Advisors in the centralized segment are phone-based licensed advisors (obtaining series 7 and 66 required) that provide clients with holistic financial advice and guidance by identifying broader product and service solutions that meet their investment, savings and liability management solutions. As a Financial Solutions Advisor within the centralized segment of the Advisor Development Program, your journey begins by obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
Senior Analyst, Finance GXO Logistics Corporate Services, Inc.Senior Analyst, FinanceHigh Point, NCFull timeServe as the go-to finance partner for all matters related to Benefits, Procurement, Commissions, and other cost areas; represent Finance in meetings with Operations and cross-functional partners to stay informed of upcoming business changes. Our greatest strength is our global team - energetic, innovative people of all experience levels and talents who make GXO a great place to work.
Tax Analyst - Corporate Services Graham Group LtdTax Analyst - Corporate ServicesNCReporting to the Tax Director, the Tax Analyst is responsible for preparing and completing tax filings, handling all things tax-related under the Graham / Gvest / Gracorp umbrella, and maintaining a solid understanding of tax compliance, corporate returns, commodity tax returns, income tax, as well as cross-border tax implications. Assist with tax audits by Federal and Provincial income tax authorities and resolving any audit related issues, including preparing and maintaining supporting documentation for government audits.
Senior Wealth Advisor Beacon Pointe AdvisorsSenior Wealth AdvisorNCThe role partners closely with high-net-worth individuals and families to develop personalized financial strategies and…" /> Senior Wealth Advisor @ Beacon Pointe Advisors LLC. The role partners closely with high-net-worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions related to their wealth.