Senior Accountant, Transaction Advisory Services BMSS, LLCSenior Accountant, Transaction Advisory ServicesBirmingham, ALFull timeIn this role, you will work directly with business owners, private equity sponsors, lenders, and deal teams to deliver Quality of Earnings analyses, working capital assessments, closing statement support, and financial due diligence reports that inform critical transaction decisions. Founded in Birmingham, AL in 1991, BMSS has grown to seven thriving locations across Alabama and Mississippi- where we're proud to serve our client base with a local heart and national reach.
Tax Senior Manager, Transaction Advisory Services BMSS, LLCTax Senior Manager, Transaction Advisory ServicesBirmingham, ALFull timeThe OpportunityBMSS Advisors & CPAs is seeking a Tax Senior Manager to join our Transaction Advisory Services (TAS) practice and help lead the tax workstream of mergers, acquisitions, and other strategic transactions. You will serve as a trusted advisor to clients, collaborate across internal teams, and mentor developing professionals while helping shape the continued growth of our TAS tax practice.
Compliance Officer Investment Advisory StoneX Group IncCompliance Officer Investment AdvisoryBirmingham, ALThey will possess strong communications skills, superior writing skills, a very strong working knowledge of MS Excel with respect to data management and reporting, and the ability to manage multiple tasks in a dynamic environment. As a Fortune 100, Nasdaq-listed provider, we connect clients to the global markets - focusing on innovation, human connection, and providing world-class products and services to all types of investors.
Senior Consultant - Grants Management (Government Sector Services Advisory) TAG EisnerAmper, LLC (Inactive)Senior Consultant - Grants Management (Government Sector Services Advisory)Birmingham, ALRemoteAbout 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.).
Financial Analyst 2 4P/154 4P ConsultingFinancial Analyst 2 4P/154Birmingham, AlabamaThe Financial Analyst plays a critical role in advising companies and teams on financial matters , ensuring accurate financial analysis, forecasting, and reporting . This role requires 5 - 10 years of experience in financial analysis, business forecasting, and process improvement to support strategic decision-making .
Associate Financial Advisor Wells Fargo & CoAssociate Financial AdvisorHOOVER, ALThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. FINRA Series 7 and 66 (or 63 and 65) examinations, or equivalent as well as state Variable, Life and Health insurance licenses must be completed within either a 90 or 180-day time period following commencement of employment, depending upon the number of license(s) needed if not immediately available to transfer upon hire.
Financial Analyst 2 4P ConsultingFinancial Analyst 2Birmingham, AlabamaThe ideal candidate will have 5-10 years of experience in financial analysis, advising companies and teams on financial matters, including investment decisions in stocks and bonds. This role requires a professional who can consolidate and analyze financial data, develop financial models, and assist in strategic decision-making.
Financial Analyst, Senior o9 Solutions IncFinancial Analyst, SeniorAlabama, AL$84,897–$116,733 / yearBudgeting & Rolling Forecasts: Develop and maintain detailed, bottoms-up Excel forecast models and annual operating plans (AOP) covering the end-to-end customer journey-including Sales pipeline progression, Marketing spend, Client Success retention, and Professional Services staffing. SaaS Flywheel Metric Ownership: Track, analyze, and report on critical SaaS unit economics, including CAC Payback, LTV, Net Retention Rate (NRR), and Gross Retention Rate (GRR), identifying areas where churn or inefficiencies impact the business.
NewFinancial Services Tax - Real Estate Senior Manager PricewaterhouseCoopers LLPFinancial Services Tax - Real Estate Senior ManagerBirmingham, AL$124,000–$335,000 / yearWithin our Tax practice, you will help clients navigate the ever-evolving tax landscape, advising on local and international tax affairs, and providing insights into business analysis, working capital management, and profit sharing. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy .
Financial Analyst 2 4P/327 4P ConsultingFinancial Analyst 2 4P/327Birmingham, AlabamaWe are seeking a skilled Financial Analyst to support our Customer Solutions team by providing key financial planning, analysis, and reporting. This role will collaborate with management to influence strategic decisions and improve financial performance through data-driven insights.
Financial Analyst 2 4P/379 4P ConsultingFinancial Analyst 2 4P/379Birmingham, AlabamaForecasting & Modeling: Develop forecast models and perform business studies on past, present, and future performance to guide decision-making. Consolidate and Analyze Financial Data: Gather, validate, and consolidate financial data including budgets, forecasts, and income statements.
Senior Financial Analyst, GTM Alteryx Inc.Senior Financial Analyst, GTMPennsylvania, ALRemote$103,000–$134,000 / yearLeadership Potential: Demonstrated ability to influence senior leadership and lead cross-functional initiatives; prior experience mentoring team members or optimizing financial processes is highly preferred. In this role, you will act as a primary Finance Business Partner for the global field sales organization, delivering actionable insights and data-driven solutions to drive strategic decision-making.
Financial Analyst 2 4P/454 4P ConsultingFinancial Analyst 2 4P/454Birmingham, AlabamaConsolidate and Analyze Financial Data: Gather and analyze financial data such as budgets, income statements, and forecasts to assess company performance and financial health. This role involves performing detailed financial analysis, preparing forecasts and reports, and providing insights that drive key business decisions.
Financial Analyst 3 4P/318 4P ConsultingFinancial Analyst 3 4P/318Birmingham, AlabamaThe ideal candidate will provide comprehensive financial support across multiple initiatives, ensuring alignment of actual expenditures with project budgets and assisting with financial forecasting, reporting, and analysis. This role is instrumental in improving cost management processes, identifying financial trends, and recommending actions to optimize performance.
Financial Analyst Brasfield & Gorrie, LLCFinancial AnalystBirmingham, AlabamaResponsibilities and Essential Duties include the following (other duties may be assigned): Investigate, analyze, and manage all necessary underwriting, accounting, and workflows within the framework of Brasfield & Gorrie’s Subcontractor Default Protection (SDP) Program. The SDP Underwriter requires strong analytical and problem-solving capabilities, business management acumen and must demonstrate strong leadership, organizational, communication, client service, and time management.
Financial Consultant Partner Birmingham, AL The Charles Schwab CorpFinancial Consultant Partner Birmingham, ALBirmingham, ALSchwab also supports a "choose your own adventure" approach-empowering you to explore leadership, expanded branch roles, or opportunities across service and support teams. The Financial Consultant Partner role provides a clear path toward a Financial Consultant position, building your client relationships, business development skills, and financial expertise.
Financial Analyst Regions Financial CorpFinancial AnalystBirmingham, ALSupport of annual budget process: defining study group/area hierarchies, defining Direct Non-Interest Expense (DNIE) pools, confirming volume assumptions, aligning shared service (HR, Technology, Facilities, Cyber Security) expense pools to appropriate study groups, pushdown validation, and results validation. Additional Skills: Strong Technical Skills are necessary for success in the Cost Analyst role: Expert level Excel 365 skills (index, match, arrays, v and x functions, pivot tables, charts, VBA, complex nested functions), Oracle Hyperion Essbase.
Financial Analyst Genuine Parts CompanyFinancial AnalystBirmingham, AlabamaThe Analyst, Financial Planning & Analysis supports Motion's Executive, Finance, and Operational Leadership by contributing to world class financial analyses and providing thought-provoking, value-adding insight into the group's financial performance. Let us know you're interested in a future opportunity by joining our Talent Community on jobs.genpt.com or create an account to set up email alerts as new job postings become available that meet your interest!
Wealth Advisor III Truist Financial CorporationWealth Advisor IIIHomewood, ALEstablish and maintain mutually beneficial business relationships with internal and external centers of influence such as the CCB, CIG, groups as well as the regional leadership team, local advisory board members, outside Certified Public Accountants (CPA), attorneys, civic associations and other individuals and organizations to enhance the marketing efforts of the team. 8 or more years of sales and client management experience in Wealth Management and a demonstrated ability to manage a portfolio of high net and ultra-high net worth clients with complex credit and banking needs.
NewWealth Advisor III Truist BankWealth Advisor IIIHomewood, AlabamaAdvanced and proven working knowledge of deposit, credit and investment products* Successful background working in a goal based, results-driven, sales environment that uses tools such as leaderboards, pipeline reporting and other sale management tools to be successful* Ability to thrive and be an active participate on a team* Demonstrated proficiency in basic computer applications, such as Microsoft Office software products* Must be SAFE Mortgage Licensing Act compliant within 30 days of employment in this role, including new or transfer of registration, and applicable NMLS acceptable background check Preferred Qualifications:* Bachelor's Degree in Business, Finance or Economics* CFP preferred or CTFA, CFA, CPA, JD or MBA* Completion or enrollment in certification programs such as CFA, CFP, CPWA and CPA* 5 or more years of sales and client management experience in the Wealth Management and demonstrated ability to manage a portfolio of high net worth clients* Graduate of a leadership or management development program (Such as LDP, Banking School) General 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. Ensures that appropriate continuing education requirements are met where needed* 8 or more years of sales and client management experience in Wealth Management and a demonstrated ability to manage a portfolio of high net and ultra-high net worth clients with complex credit and banking needs* Successful track record using interpersonal, sales, presentation and relationship management skills previously demonstrated in the high net worth marketplace* Advanced and reputable credit knowledge with a proven track record working complex credit deals and/or in tandem with a senior credit advisor.*