NewSenior- Transaction Advisory Vaco LLCSenior- Transaction AdvisoryCharlotte, NC$100,000–$120,000Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.
NewDirector - Transaction Advisory Vaco LLCDirector - Transaction AdvisoryCharlotte, NC$150,000–$200,000Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. The Director will serve as a senior leader within the practice, overseeing complex engagements, advising clients on transaction-related risks, and contributing to the continued growth of the firm.
NewAccounting Manager - Advisory Revenue Vaco LLCAccounting Manager - Advisory RevenueFort Mill, SC$115,000–$110,000Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. With that said, as required by local law, Vaco by Highspring believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure.
NewAdvisory Revenue Accounting Manager Vaco LLCAdvisory Revenue Accounting ManagerCharlotte, NC$115,000–$130,000Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.
Domain Advisory Execution Lead City National BankDomain Advisory Execution LeadCharlotte, NCRemote$87,000–$153,000 / yearWork closely with Data Management & Strategy team leads and CDO, lead the data domain model delivery and implementation throughout CNB by collaborating with stakeholders on the roll-out and adoption. 4-7 years of experience with hands-on approach to delivering projects, engaging with stakeholders, presenting data domain solution confidently to partners, managing risks and issues.
CFO Advisory, Not-for-Profit Manager Cherry Bekaert LLPCFO Advisory, Not-for-Profit ManagerCharlotte, NC$124,700–$179,500 / yearOur industry-focused teams (including Financial Services; Industrial & Consumer Goods; Private Equity; Professional Services; Real Estate, Construction & Hospitality; Technology & Life Sciences; and Not-for-Profit) provide tailored, practical solutions grounded in experience, enabling clients to address current challenges while preparing for long-term sustainability and impact. In addition, we offer a comprehensive, high-quality benefits program which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection.
CFO Advisory, Associate (Staff) Cherry Bekaert LLPCFO Advisory, Associate (Staff)Charlotte, NC$76,000–$99,000 / yearIn addition, we offer a comprehensive, high-quality benefits program which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection. Pay Range: Pay from: $76k to $99k About Cherry Bekaert Cherry Bekaert, ranked among the largest assurance, tax and advisory firms in the U.S., serves clients across industries in all 50 U.S. states and internationally.
CFO Advisory, Manager (GPS State & Local Gov''''t) Cherry Bekaert LLPCFO Advisory, Manager (GPS State & Local Gov''''t)Charlotte, NC$118,000–$171,000 / yearIn addition, we offer a comprehensive, high-quality benefits program which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection. What you bring to the role: An ideal fit for our firm displays a passion for superior client service, uncompromising integrity, excellent project management abilities, governmental accounting technical knowledge and leadership skills.
PMO Advisory Consultant Financial Institutions Corporate Real Estate- Non IT Arcadis NVPMO Advisory Consultant Financial Institutions Corporate Real Estate- Non ITCharlotte, NC$105,000–$155,000 / yearThe Program Management Office (PMO) Consultant will be responsible for delivering and selling PMO advisory services, providing expert guidance to clients in the public and private sectors, advising on team structure, systems, procedures, and approaches for managing large capital construction programs. The candidate will advise clients on the setup and operations of Program Management Offices, focusing on team structure, systems, procedures, and effective approaches for managing large capital construction programs.
VP, Financial Crimes Advisory Quantifind, Inc.VP, Financial Crimes AdvisoryNC$200,000–$250,000 / yearThis is a hybrid strategic + execution role combining thought leadership in financial crimes risk management, go-to-market strategy and solution development and direct support of sales pursuits and client engagements. You must have exceptional executive communication and storytelling ability, the ability to bridge business problems and technical solutions, strong commercial acumen, and comfort operating in revenue-driven environments.
Director, Transaction Advisory Services - Healthcare Financial Due Diligence BDO USA PCDirector, Transaction Advisory Services - Healthcare Financial Due DiligenceNC$180,000–$280,000 / yearExamines complex deal related issues and provide appropriate insight into deal specific matters, including but not limited to quality of earnings adjustments, pro-forma/normalization calculations, working capital analysis and definition, debt and debt-like analysis, warranties & indemnities, sale and purchase agreement review. Job Summary: The Transaction Advisory Services (TAS) Director is an essential team member that will work to ensure financial due diligence engagements are executed timely and that client expectations are met, if not exceeded and support the overall delivery of the national TAS strategy.
Advisory Manager Modera Wealth ManagementAdvisory ManagerCharlotte, North CarolinaFor additional information about Modera, including its registration status, fees, and services and/or a copy of our Form ADV Disclosure Brochure, please contact us or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). Modera Wealth Management is an independent, fee-only firm that strives to make a lasting positive impact on the lives of our clients through comprehensive financial planning and intelligent investment management.
NewAVP, Advisory Consulting LPL Financial Holdings IncAVP, Advisory ConsultingFort Mill, SC$103,515–$172,525 / yearThe firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. As a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.
NewVP, Advisory Consulting LPL Financial Holdings IncVP, Advisory ConsultingFort Mill, SC$163,152–$271,920 / yearAs a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.
NewWealth Advisor, Schwab Wealth Advisory Charles SchwabWealth Advisor, Schwab Wealth AdvisoryCharlotte, NCWhat you haveRequired QualificationsClient Experience: Ability to build trust by listening actively, asking thoughtful questions, and clearly translating complex financial concepts into guidance clients can understand and act on. Additional RequirementsBachelor's degreeActive FINRA Series 7 licenseMay be obtained with a 120‑day condition of employment for certified and current CFP® designation or CFA® designation holders, verified before hire.
NewSenior Relationship Manager – Global Commercial Banking - Sports Finance & Advisory (Charlotte) Bank of AmericaSenior Relationship Manager – Global Commercial Banking - Sports Finance & Advisory (Charlotte)Charlotte, North CarolinaCollaborates with domestic and international teammates throughout the bank, including Investment Banking, Capital Markets, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists including Credit, Treasury Management, and Merchant Services in order to design and deliver financial solutions to clients and prospects. The team brings its industry specialization, expertise and innovative solutions to support the financial needs of sports leagues, organizations and associations, teams, facilities such as stadiums and arenas, select sports-centric media entities, and other select content-based and related peripheral companies competing in and supporting the sports industry.
Vice President, Advisory Billing, Performance & Data Reconciliation LPL Financial Holdings IncVice President, Advisory Billing, Performance & Data ReconciliationFort Mill, SC$115,051–$191,683 / yearThe firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. As a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.
NewAdvisory Senior Associate Frazier & DeeterAdvisory Senior AssociateCharlotte, NCJob Summary: The Advisory Senior Associate will be responsible for leading the day-to-day execution and delivery of a range of projects focused on SOC examinations and reporting, IT internal audit and advisory, IT governance and risk assessment, system implementation reviews, Sarbanes-Oxley compliance, PCI, and information security. Join Frazier & Deeter and be a part of a rapidly growing top 50 accounting & advisory firm that has been repeatedly named a best firm to work for, a best firm for women and a pacesetter firm among U.S. accounting firms.
Senior Consultant, Business Tax Advisory | Real Estate Solutions FTI Consulting IncSenior Consultant, Business Tax Advisory | Real Estate SolutionsCharlotte, NCWe provide an unsurpassed range of real estate advisory services including merger and acquisitions, due diligence, valuation, lease consulting, forensic accounting, financial outsourcing, IPO, REIT tax structuring and compliance, executive compensation, master planning and development services, cost segregation and private client services. FTI Consulting's Corporate Finance & Restructuring practice focuses on our clients' strategic, operational, financial and capital needs by addressing the full spectrum of financial and transactional challenges faced by corporations, boards, private equity sponsors, creditor constituencies and other stakeholders.
Director, Business Tax Advisory | Real Estate Solutions FTI Consulting IncDirector, Business Tax Advisory | Real Estate SolutionsNCWe provide an unsurpassed range of real estate advisory services including merger and acquisitions, due diligence, valuation, lease consulting, forensic accounting, financial outsourcing, IPO, REIT tax structuring and compliance, executive compensation, master planning and development services, cost segregation and private client services. FTI Consulting's Corporate Finance & Restructuring practice focuses on our clients' strategic, operational, financial and capital needs by addressing the full spectrum of financial and transactional challenges faced by corporations, boards, private equity sponsors, creditor constituencies and other stakeholders.
NewInternal Advisory Consultant LPL Financial Holdings IncInternal Advisory ConsultantFort Mill, SC$67,671–$112,785 / yearThe firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. As a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.
NewWealth Advisor, Schwab Wealth Advisory Charles Schwab CareersWealth Advisor, Schwab Wealth AdvisoryCharlotte, NCWhat You HaveRequired QualificationsClient Experience: Ability to build trust by listening actively, asking thoughtful questions, and clearly translating complex financial concepts into guidance clients can understand and act on. Additional RequirementsBachelor's degreeActive FINRA Series 7 licenseMay be obtained with a 120‑day condition of employment for certified and current CFP designation or CFA designation holders, verified before hire.
Senior Associate, Transaction Advisory FORVIS, LLPSenior Associate, Transaction AdvisoryCharlotte, NCForvis Mazars, LLP expressly reserves the right not to consider any unsolicited referrals, resumes or CVs from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies. Any resume(s) or CV(s) submitted to anyone working for Forvis Mazars, LLP, or submitted to a Forvis Mazars, LLP general email, without having a Forvis Mazars, LLP vendor agreement in place, will be considered the property of Forvis Mazars, LLP.
M&A Tax Advisory, Senior Associate Elliott DavisM&A Tax Advisory, Senior AssociateCharlotte, North CarolinaResumes submitted or candidates referred to any employee of Elliott Davis by any external recruiter or recruitment agency by any means (including but not limited to via Internet, e-mail, fax, U.S. mail, and/or verbal communications) without a properly executed written contract for a specified position by an authorized member of the Talent Acquisition team become the property of Elliott Davis. The TSO Associate/Senior Associate will be a key member of our fast-growing M&A tax team that is dedicated to support buy-side and sell-side tax due diligence engagements for private equity groups, corporations, partnerships, and privately held businesses.
Advisory Consultant Lead: Water Infrastructure, Asset Mgt/Utilities Management T.Y. Lin International Group LtdAdvisory Consultant Lead: Water Infrastructure, Asset Mgt/Utilities ManagementCharlotte, NC$168,000–$247,000 / yearServing as the recognized leader for Water Advisory within the broader Advisory Practice, this role builds and sustains strong relationships with clients, regulators, industry organizations, and strategic partners while elevating TYLin's market position. The Advisory Consultant Lead: Water Infrastructure, Asset Mgt/Utilities Management will drive the growth and strategic advancement of TYLin's integrated advisory platform across Asset Management, Decision Intelligence, and Resiliency & Risk.
Staff II Consultant - Grants Management (Government Sector Services Advisory) TAG EisnerAmper, LLC (Inactive)Staff II Consultant - Grants Management (Government Sector Services Advisory)NCEisnerAmper 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.). About 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.
Advisory Consultant (Big 4 External Audit) Supplied TalentAdvisory Consultant (Big 4 External Audit)Charlotte, NCThis role is specifically designed for current or former Big 4 external auditors with strong technical accounting experience and a background working with complex, publicly traded or large privately held organizations. A leading professional services organization is seeking experienced Big 4 auditors to join a client-facing advisory team serving Fortune 1000 and large private equity-backed companies.
Senior Consultant - Grants Management (Government Sector Services Advisory) TAG EisnerAmper, LLC (Inactive)Senior Consultant - Grants Management (Government Sector Services Advisory)Charlotte, 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.).
Deal Advisory Senior Manager Cherry Bekaert LLPDeal Advisory Senior ManagerGastonia, NC$105,563–$247,900 / yearTo support the continued growth of our Deal Advisory practice, an opportunity has been created for a Senior Manager to join our high performing team with the flexibility to sit in multiple offices throughout our footprint or possibly remote for the right resource. Ranked among the largest accounting and consulting firms in the country and consistently recognized as a Great Place to Work, Cherry Bekaert delivers innovative advisory, assurance and tax services to our clients.
NewSr Manager, Wealth Advisor - Schwab Wealth Advisory Charles Schwab CareersSr Manager, Wealth Advisor - Schwab Wealth AdvisoryCharlotte, NCAdditional RequirementsCFP® designation or CFA® designationBachelor's degreeActive FINRA Series 7 licenseMay be obtained with a 120‑day condition of employmentActive FINRA Series 66 license (or equivalent)May be obtained within the first 120 daysIn addition to the salary range, this role is also eligible for bonus or incentive opportunities. What you haveClient Experience: Demonstrated ability to lead complex client relationships by diagnosing needs through advanced discovery, navigating sensitive conversations with diplomacy, and influencing decisions by translating sophisticated planning and investment concepts into clear, tailored guidance that drives action and deepens trust.
NewCybersecurity Architect Advisory Consultant Huntington Bancshares IncCybersecurity Architect Advisory ConsultantCharlotte, NC$70,000–$140,000 / yearPreferred Qualifications: Extensive knowledge of traditional security controls and technologies, such as: Security Information and Event Management (SIEM) systems, intrusion detection/prevention systems (IDS/IPS), public key infrastructure (PKI), identity and access management (IDAM) systems, antivirus and firewalls, in addition to newer offerings such as endpoint detection and response (EDR), threat intelligence platforms, security automation and orchestration, deception technologies and application controls. The Cybersecurity Architect Advisory Consultant works closely with many diverse and dynamic teams, including, but not limited to, security engineering, IT infrastructure, application development, security operations, security audit and end users.
M&A Tax Advisory, Senior Manager Elliott DavisM&A Tax Advisory, Senior ManagerCharlotte, North CarolinaResumes submitted or candidates referred to any employee of Elliott Davis by any external recruiter or recruitment agency by any means (including but not limited to via Internet, e-mail, fax, U.S. mail, and/or verbal communications) without a properly executed written contract for a specified position by an authorized member of the Talent Acquisition team become the property of Elliott Davis. This role is highly visible and client-facing, with responsibility for managing diligence workstreams, mentoring teams, and serving as the primary tax lead throughout the transaction lifecycle—from kickoff through deal close.
Healthcare Transaction Advisory Manager Elliott DavisHealthcare Transaction Advisory ManagerCharlotte, North CarolinaResumes submitted or candidates referred to any employee of Elliott Davis by any external recruiter or recruitment agency by any means (including but not limited to via Internet, e-mail, fax, U.S. mail, and/or verbal communications) without a properly executed written contract for a specified position by an authorized member of the Talent Acquisition team become the property of Elliott Davis. Elliott Davis, LLC’s Healthcare Transaction Advisory Services (“TAS”) practice assists clients by providing financial and tax due diligence, primarily focusing on buy-side and sell-side assistance to private equity funds, mezzanine funds, and strategic buyers.
Service Delivery Consult (GHR) - Global Mobility Advisory Bank of America CorpService Delivery Consult (GHR) - Global Mobility AdvisoryCharlotte, NCProficient with Microsoft office products (Outlook, Excel, PowerPoint, Co-Pilot)Skills:Analytical ThinkingCritical ThinkingDecision MakingProcess ManagementInfluenceProblem SolvingQuality AssuranceStrategic ThinkingBusiness Process AnalysisData GovernanceExternal Resource ManagementPolicies, Procedures, and Guidelines ManagementShift:1st shift (United States of America)Hours Per Week: 40 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age. Acts with a sense of urgency and drives issues through completion with a positive attitudeAttention to detail with strong analytical capabilitiesA team player who thinks and acts cross-functionsA problem solver with a "can do" attitude, consultative approach and client service mentalityHighly organized and numerate and is comfortable with high-volume/ fast-paced transactions.
Chief Compliance Officer (CCO) for Truist Investment Services, Inc. and Truist Advisory Services, Inc. Truist BankChief Compliance Officer (CCO) for Truist Investment Services, Inc. and Truist Advisory Services, Inc.Charlotte, North CarolinaRIA expertise and coordination: Provide compliance leadership for advisory activities within an SEC-registered RIA framework (including Advisers Act obligations such as disclosures, conflicts management, Code of Ethics oversight, and best execution), and coordinate broker-dealer/RIA requirements to promote consistent client outcomes and a cohesive control environment. The Chief Compliance Officer (CCO) for Truist Investment Services, Inc. and Truist Advisory Services, Inc. is responsible for leading an integrated broker-dealer and SEC-registered registered investment adviser (RIA) compliance program and serving as the primary regulatory-facing executive for the firms.
M&A Tax Advisory, Senior Associate Elliott Davis, LLCM&A Tax Advisory, Senior AssociateCharlotte, NCResumes submitted or candidates referred to any employee of Elliott Davis by any external recruiter or recruitment agency by any means (including but not limited to via Internet, e-mail, fax, U.S. mail, and/or verbal communications) without a properly executed written contract for a specified position by an authorized member of the Talent Acquisition team become the property of Elliott Davis. The TSO Associate/Senior Associate will be a key member of our fast-growing M&A tax team that is dedicated to support buy-side and sell-side tax due diligence engagements for private equity groups, corporations, partnerships, and privately held businesses.
M&A Tax Advisory, Senior Manager Elliott Davis, LLCM&A Tax Advisory, Senior ManagerCharlotte, NCResumes submitted or candidates referred to any employee of Elliott Davis by any external recruiter or recruitment agency by any means (including but not limited to via Internet, e-mail, fax, U.S. mail, and/or verbal communications) without a properly executed written contract for a specified position by an authorized member of the Talent Acquisition team become the property of Elliott Davis. This role is highly visible and client-facing, with responsibility for managing diligence workstreams, mentoring teams, and serving as the primary tax lead throughout the transaction lifecyclefrom kickoff through deal close.
Healthcare Transaction Advisory Senior Manager Elliott Davis, LLCHealthcare Transaction Advisory Senior ManagerCharlotte, NCLead buy-side and sell-side healthcare transaction services engagements, providing financial due diligence assistance to private equity, mezzanine funds, and strategic buyers • Perform quality of earnings, quality of revenue, debt and debt-like, working capital analysis • Develop an understanding of the client's business, recognize and evaluate key performance drivers, operational trends and developments of target companies • Create and design tailored transaction advisory reports specific to key issues such as normalized earnings, financial reporting, networking capital trends, and indebtedness considerations • Communicate due diligence findings confidently in a clear, concise and articulate manner both verbally and in written reports • Ability to lead an engagement and provide real-time feedback and guidance to clients to ensure timely and efficient product delivery • Create a collaborative team environment, motivate, and develop team through communication and actions • Lead and participate in people development and business development efforts • Provide timely, high quality client service that meets or exceeds expectations • Lead conversations with teams, clients and stakeholders to build trust • Identify performance improvement opportunities and recommend creative solutions to complex issues • Be growth motivated, own client relationships and oversee engagement economics and management of resources • Collaborate with other Elliott Davis team members • Opportunity to engage in business development as a manager and early exposure to participating in the growth of the practice. Here are some of the ways our work works for your life, your growth, and your well-being: • Generous time away and paid firm holidays, including the week between Christmas and New Year's • Flexible work schedules • 16 weeks of paid maternity and adoption leave, 8 weeks of paid parental leave, 4 weeks of paid and caregiver leave (once eligible) • First-class health and wellness benefits, including wellness coaching and mental health counseling • One-on-one professional coaching • Leadership and career development programs • Access to Beyond: a one-of-a-kind program with experiences that help you expand your life, personally and professionally.
NewPrivate Client Banker: Wealth Advisory & Growth FairygodbossPrivate Client Banker: Wealth Advisory & GrowthCharlotte, NCFairygodboss is seeking a Private Client Banker in Charlotte, North Carolina to manage affluent client relationships while providing tailored banking advice. The role includes generating growth through client acquisition and utilizing a relationship-oriented approach.
Financial Analyst - Financial Planning CaroMont HealthFinancial Analyst - Financial PlanningGastonia, NCQualifications: Bachelors degree in Accounting, Finance, Business, or a related field required Work experience in finance or accounting preferred Experience with medical group and hospital operations/financial statements desired Strong analytical and computer skills, including advanced proficiency in Microsoft Excel Superior attention to detail and outstanding organizational skills Effective written and verbal communication skills Ability to exercise independent judgment and manage multiple priorities EOE AA M/F/Vet/Disability. Job Summary:The Financial Analyst supports organizational performance by managing monthly statistical reporting, conducting routine medical group provider analysis, contributing to the annual budget process, assisting in quarterly cost accounting maintenance, and preparing other financial analyses.
NewWealth Advisory Regional Director (Orlando or Tampa) CliftonLarsonAllen LLPWealth Advisory Regional Director (Orlando or Tampa)Charlotte, NC$197,000–$303,000 / yearYou will shape the next generation of wealth leaders by: Coaching advisors to ensure that they are driving net new AUM in the markets, while also capturing the seamless opportunities within our CLA Tax, Audit and Outsourcing practices. As a Regional Director - Wealth Advisory, you will be stepping into a transformative leadership opportunity that shapes how we serve clients, grow markets, and elevate the entire Wealth platform.
Accounting Advisory Consultant LightingstaffingagencyAccounting Advisory ConsultantCharlotte, North CarolinaOther Hubs: Atlanta, Boston, Charlotte, Chicago, Cleveland, Dallas, Denver, Detroit, Houston, Los Angeles, New York, Philadelphia, San Francisco, Washington D.C., Wilmington, Jersey City. Join an established professional services organization supporting senior finance leadership at large and mid-sized companies on complex accounting, reporting, and finance transformation initiatives.
NewAdvisory Consultant Lead: Water Infrastructure, Asset Mgt/Utilities Management Global Infrastructure PartnersAdvisory Consultant Lead: Water Infrastructure, Asset Mgt/Utilities ManagementCharlotte, NC$168,000–$247,000 / yearServing as the recognized leader for Water Advisory within the broader Advisory Practice, this role builds and sustains strong relationships with clients, regulators, industry organizations, and strategic partners while elevating TYLin's market position. The Advisory Consultant Lead: Water Infrastructure, Asset Mgt/Utilities Management will drive the growth and strategic advancement of TYLin's integrated advisory platform across Asset Management, Decision Intelligence, and Resiliency & Risk.
Treasury Advisory Manager/ Senior Manager Accenture PlcTreasury Advisory Manager/ Senior ManagerCharlotte, NCAs a Manager or Senior Manager within Treasury Advisory, you will lead and support client engagements focused on liquidity management, cash flow forecasting, treasury organizational design, treasury governance, risk management, treasury transformation, and finance modernization initiatives. Our Treasury Advisory team works closely with leading banks, insurers, fintechs, payments organizations, and capital markets clients to solve complex treasury and finance challenges while helping shape the future of treasury transformation.
Advisory Specialist Internal Sales in Investment Management Field Horizon InvestmentsAdvisory Specialist Internal Sales in Investment Management FieldCharlotte, NC$80,000–$100,000 / yearFull timeThe Advisory Specialist must have a strong knowledge of Horizon's investment solutions and global market trends in order to identify and reach out to potential business leads and provide consultative support to prospective and existing clients. As a member of Horizon's Advisor-facing sales team, the Advisory Specialist is partnered with a Regional Director and together they work to expand Horizon's market share.
Deal Advisory Manager (Healthcare) Cherry Bekaert LLPDeal Advisory Manager (Healthcare)NC$117,800–$183,100 / yearPerform quality of earnings, quality of assets and working capital analyses by interviewing management, and analyzing & synthesizing data to identify historical and future financial and operational trends that provide insights in the deal negotiation process. Ranked among the largest accounting and consulting firms in the country and consistently recognized as a Great Place to Work, Cherry Bekaert delivers innovative advisory, assurance and tax services to our clients.
Lease Advisory Consultant CFC- Chatham Financial CorporationLease Advisory ConsultantCharlotte, North CarolinaThe successful candidate will have direct, senior-level experience with commercial real estate leases — from the landlord/asset management side, the tenant side, or in a professional services capacity — and a demonstrated ability to think about lease data structurally rather than transactionally. This engagement offers the opportunity to partner directly with our product and technology teams, shape how we capture and model lease data at scale, and play a direct role in the quality and commercial relevance of the solutions we deliver to our clients.
Chief Compliance Officer (CCO) for Truist Investment Services, Inc. and Truist Advisory Services, Inc. Truist Financial CorpChief Compliance Officer (CCO) for Truist Investment Services, Inc. and Truist Advisory Services, Inc.NC$200,000–$290,000 / yearRIA expertise and coordination: Provide compliance leadership for advisory activities within an SEC-registered RIA framework (including Advisers Act obligations such as disclosures, conflicts management, Code of Ethics oversight, and best execution), and coordinate broker-dealer/RIA requirements to promote consistent client outcomes and a cohesive control environment. Please review the following job description: The Chief Compliance Officer (CCO) for Truist Investment Services, Inc. and Truist Advisory Services, Inc. is responsible for leading an integrated broker-dealer and SEC-registered registered investment adviser (RIA) compliance program and serving as the primary regulatory-facing executive for the firms.
Advisory Consultant Lead: Water Infrastructure, Asset Mgt/Utilities Management SidaraAdvisory Consultant Lead: Water Infrastructure, Asset Mgt/Utilities ManagementCharlotte, North CarolinaServing as the recognized leader for Water Advisory within the broader Advisory Practice, this role builds and sustains strong relationships with clients, regulators, industry organizations, and strategic partners while elevating TYLin’s market position. The Advisory Consultant Lead: Water Infrastructure, Asset Mgt/Utilities Management will drive the growth and strategic advancement of TYLin’s integrated advisory platform across Asset Management, Decision Intelligence, and Resiliency & Risk.
Partner Consulting, CIO Advisory Cognizant Technology Solutions CorpPartner Consulting, CIO AdvisoryCharlotte, NCAs a CIO Advisor, Partner Consulting, you will make an impact by helping Fortune 200 clients thrive in the digital era-establishing strategic direction and building the capabilities needed for successful transformation. In this role, you will: • Lead strategic consulting engagements across Digital Strategy, Enterprise Architecture, Data Strategy, Platform Modernization, Product Management, Automation, and Service Management.