Financial Planning Counselor Gardner-Webb UniversityFinancial Planning CounselorBoiling Springs, NCWhile maintaining compliance and upholding office policies and procedures, the Financial Planning Office assists students in obtaining resources to achieve their educational goals through the administration of federal, state, and institutional aid and educates them regarding financial and academic responsibilities associated with the receipt of that aid. ESSENTIAL DUTY AND RESPONSIBILITY IS TO SUPPORT THE FINANCIAL PLANNING DEPARTMENT IN PERFORMING THE FOLLOWING RESPONSIBILITIES: Counsels GWU students and their families through the financial aid process.
NewBudget Analyst II, Budget & Financial Planning Wake Forest UniversityBudget Analyst II, Budget & Financial PlanningWinston Salem, North CarolinaIntermediate level in Excel and Google Sheets (i.e., template development, pivot tables, lookups, and various sum functions) and the ability to utilize these skills to meet ad hoc data needs in support of leadership requests for analysis, forecasts, or ongoing reports. Advanced level in Excel and Google Sheets (i.e., template development, pivot tables, lookups, and various sum functions) and the ability to utilize these skills to meet ad hoc data needs in support of leadership requests for analysis, forecasts or ongoing reports.
Assistant Director for Student Financial Planning - Graduate Operations High Point UniversityAssistant Director for Student Financial Planning - Graduate OperationsHigh Point, North CarolinaUnder the guidance of the Director of Student Financial Planning, the Assistant Director provides leadership and supervision for our Graduate Student Financial Planning Counselor(s) to provide our graduate students with the necessary support and guidance on financing their HPU education. The Assistant Director is part of the department’s management team responsible for assisting with the continuous development, improvement, implementation, and management of graduate student financial aid policies and procedures to ensure proper operations that are compliant, efficient and effective.
Vice President of Financial Planning & Analysis AvidXchange Holdings Inc.Vice President of Financial Planning & AnalysisCharlotte, NCWeeCare Childcare Service: helps teammates find affordable daycare, childcare, and tutors 40% less expensive than traditional daycare centers. Modernize FP&A processes, data infrastructure, planning tools, and business intelligence capabilities to improve accuracy, speed, scalability, and self-service insights.
Vice President of Financial Planning & Analysis AvidXchangeVice President of Financial Planning & AnalysisCharlotte, North CarolinaWeeCare Childcare Service: helps teammates find affordable daycare, childcare, and tutors 40% less expensive than traditional daycare centers. Modernize FP&A processes, data infrastructure, planning tools, and business intelligence capabilities to improve accuracy, speed, scalability, and self-service insights.
Director of Financial Planning and Budgets University of North Carolina at GreensboroDirector of Financial Planning and BudgetsGreensboro, NC$150,000–$165,000 / yearCollaborate with the Controller's Office to lead the University's fiscal year-end financial planning and closeout activities by monitoring budget performance, evaluating projected year-end financial results, recommending strategic use of available resources, managing carryforward and reserve targets, and ensuring an accurate, compliant, and timely fiscal year-end close. Provide strategic leadership in partnership with the VC for Finance and Administration and the AVC for Finance for the University's enterprise financial planning efforts by aligning financial resources with institutional priorities, the University's Strategic Plan, and long-term fiscal sustainability.
Senior Manager, Financial Planning & Analysis VeristatSenior Manager, Financial Planning & AnalysisNorth CarolinaAs a result, the role should have a deep understanding of the efficiencies and growth and profitability drivers across the business and be able to translate them into operational actions while guiding business partners and working collaboratively to attain operational KPIs positively impacting the international business top line growth, efficiency, and margin performance. · 105+ approved therapies for marketing applications prepared by Veristat · 480+ oncology projects in the past 5 years · 350+ rare disease projects delivered in the past 5 years · Flexible, inclusive culture — 70% remote workforce, 66% women-led teams Learn more about our core values here !
Sr. Financial Planning Strategist OsaicSr. Financial Planning StrategistRaleigh, NCRemote$140,000–$160,000 / yearWe celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. Provide innovative solutions to financial advisors as an expert on the High Net Worth Planning Services team, including advice on taxation, business succession planning, estate planning, trust administration, life insurance, and qualified and non-qualified retirement plans.
US E ES - Lead Data Scientist Genai, Financial Planning & Analysis - Strategic Analytics DeloitteUS E ES - Lead Data Scientist Genai, Financial Planning & Analysis - Strategic AnalyticsRaleigh, NC$102,500–$188,900 / yearThe team combines cloud computing, data science, artificial intelligence, strategic problem-solving, and institutional knowledge to deliver insights that inform critical business decisions and support the firm's growth. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs.
Financial Planning Analyst- Wealth Management Truist Financial CorpFinancial Planning Analyst- Wealth ManagementCharlotte, NC$86,500–$164,350 / yearStrong, expert level technical knowledge of issues relating to financial planning including income tax, investments, debt management, retirement planning, employee benefits, stock options, insurance, and estate planning for High Net Worth clients in excess of $10 million. 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.
Director of Financial Planning & Analysis Piedmont Health ServicesDirector of Financial Planning & AnalysisDurham, NC$111,854–$150,322Five (5) to seven (7) years of progressive experience in financial planning, budgeting, forecasting, financial analysis, or healthcare finance; Experience supporting multi-department budgeting processes; Healthcare, FQHC, non-profit, or multi-site organization experience preferred; Experience presenting financial information to executive leadership and non-financial audiences; Knowledge, Skills, and Abilities: This position partners closely with senior leaders, department directors, and the Finance team to develop the annual operating and capital budgets, monitor financial performance, forecast organizational results, and provide actionable financial insights that support strategic and operational decision-making.
Financial Planning & Operations Manager United Way of Greater CharlotteFinancial Planning & Operations ManagerCharlotte, NC$65,000–$72,000 / yearFull timeWHAT YOU'LL NEED: EDUCATION, EXPERIENCE, AND SKILLSRequired Bachelor's degree in Finance, Accounting, Business Administration, or related experience Experience overseeing financial operations Demonstrated experience with accounts payable, budgeting, audits, and financial reporting Strong analytical, organizational, and communication skills High attention to detail and commitment to financial accuracy Proficiency in financial systems and Microsoft 365 tools United Way of Greater Charlotte is committed to having a workforce that reflects our entire community. Core CompetenciesFinancial Stewardship, Budget Management & Forecasting, Program Financial Management, Grant & Restricted Fund Monitoring, Budget-to-Actual Analysis, Accounts Payable Oversight, Stakeholder Partnership, Process Improvement, and Cross-Functional Collaboration.
Financial Planning Analyst III WakeMed Health & HospitalsFinancial Planning Analyst IIIRaleigh, North CarolinaFull timeEducation: Bachelor's Degree Business Administration Or Finance Or Healthcare Management Required Master's Degree Preferred Experience: 3 Years Direct Position Experience And 6 Years Accounting/Finance - Accounting and Financial Analysis Required Overview: Responsible for preparing and analyzing profitability information and serving in a support role as needed for various process improvement groups throughout the organization.
NewSenior Tax Manager - Asheville, NC Page GroupSenior Tax Manager - Asheville, NCAsheville, NC$160,000–$190,000 / yearFull timeThe Senior Tax Manager will lead tax planning and advisory initiatives for a diverse portfolio of high-net-worth individuals and closely held businesses while serving as a trusted resource for both clients and internal advisory teams. Our client is a well-established, growth-oriented wealth management and financial planning organization that provides comprehensive financial advisory services to high-net-worth individuals, families, executives, and business owners.
NewSenior Financial Planning Analyst Bausch & LombSenior Financial Planning AnalystGreenville, NCThis role provides comprehensive general ledger (GL) and costing support, collaborating closely with the Finance Manager and Director of Finance to deliver critical insights that inform both operational and strategic decision-making. We have a significant global research, development, manufacturing and commercial footprint of approximately 13,000 employees and a presence in approximately 100 countries, extending our reach to billions of potential customers across the globe.
Financial Planning Analyst II WakeMed Health & HospitalsFinancial Planning Analyst IIRaleigh, North CarolinaFull timeEducation: Bachelor's Degree Business Administration Or Finance Required Master's Degree Preferred Experience: 4 Years Accounting/Finance - Accounting and Financial Analysis Required Department Description: Serving the community since 1961, WakeMed Health & Hospitals is the leading provider of health services in Wake County.
NewFinancial Planning Consultant - Charlotte, NC (REMOTE) FidelityFinancial Planning Consultant - Charlotte, NC (REMOTE)North CarolinaRemoteSales Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Deliver personalized, end-to-end planning and advice for FAS-covered clients , including unified investment strategies, retirement savings and income planning , college savings, tax efficiency, long-term care, HSA and Medicare, estate planning, and more.
Manager - Financial Planning & Analysis CVS Health CorpManager - Financial Planning & AnalysisNC$66,330–$145,860 / yearYou will serve as a technical expert within the Apptio platform, helping to translate business requirements into effective solutions, troubleshoot system issues, and drive continuous improvements through automation and innovation. In this role, you will work closely with business and technical teams to build scalable solutions that improve financial transparency, reporting accuracy, and decision-making across the organization.
Associate Director of Financial Planning Operations Gardner-Webb UniversityAssociate Director of Financial Planning OperationsBoiling Springs, NCThis leadership role is responsible for the operation and enhancement of our technology platforms used to capture, store, and process information related to the administration of financial aid as well as the design of operational activities that result in the timely and accurate awarding, disbursement, and tracking of student aid. Working closely with the Director, this team member will maintain oversight of the daily office processes and continue to strive to improve processes and enhance efficiencies for all entities we serve.
Manager Financial Planning & Analysis UNC HealthManager Financial Planning & AnalysisRaleigh, NC$47.90–$68.86 / hourConducts complex analysis on large data sets and develops regular and ad-hoc reports and for hospital leadership to assist in the decision-making process; manages the design and creation of complex, dynamic financial models to facilitate decision-making by senior leadership; and researches, collects, manipulates and analyzes data; draws inferences, summarizes and presents key findings to Director and Senior Management for assigned topics. Designs and creates analytical models to ensure achievement of objectives and exercises independent judgment in model design and development; Designs models to demonstrate impact of regulatory changes and proposes strategic alternatives to departmental leadership; Tracks and models population and volume growth trends and health care utilization.