Enterprise Account Executive - Financial Services AppianEnterprise Account Executive - Financial ServicesCharlotte, NCRemote$125,000–$225,000 / yearGrowth Opportunities: Appian provides a diverse array of growth and development opportunities, including our leadership program tailored for new and aspiring managers, a comprehensive library of specialized department training through Appian University, skills based training, and tuition reimbursement for those aiming to advance their education. Command Complex Sales Cycles: Lead complex, end-to-end enterprise sales cycles across the Commercial and Financial Services sectors, navigating from initial client discovery to a successful close.
Tax Manager - Financial Services NorthPoint Search GroupTax Manager - Financial ServicesCharlotte, NCQualifications:- Bachelor’s degree in Accounting, Finance, or Law; Master’s in Tax/LLM preferred.- 5+ years of recent public accounting experience.- Strong background in corporate tax accounting; ASC 740 expertise preferred.- Where: Charlotte, NCWhy: To support a growing financial services tax practice, mentor developing professionals, and strengthen client relationships through high-level advisory work.
Credit Services Rep II - Dealer Financial Services - Charlotte, NC 94-1687665 Bank of America, National AssociationCredit Services Rep II - Dealer Financial Services - Charlotte, NCCharlotte, North CarolinaProcess, analyze and evaluate daily client activity, monitor the receipt of client reports, review the content for irregularities and/or discrepancies and follow up with the client and Loan Officer. Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base.
State And Local Tax Financial Services Manager PwCState And Local Tax Financial Services ManagerCharlotte, NC$99,000–$266,000 / yearA career in our State and Local Tax Financial Services practice, within State and Local Tax services, will provide you with the opportunity to help our clients solve their business issues related to business restructuring, adoption of new tax laws, and communicating local tax developments. As a Manager you supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by independently solving and analyzing complex problems to develop top-quality deliverables.
State and Local Tax Financial Services Manager PricewaterhouseCoopers LLPState and Local Tax Financial Services ManagerCharlotte, NC$99,000–$266,000 / yearA career in our State and Local Tax Financial Services practice, within State and Local Tax services, will provide you with the opportunity to help our clients solve their business issues related to business restructuring, adoption of new tax laws, and communicating local tax developments. As a Manager you supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by independently solving and analyzing complex problems to develop top-quality deliverables.
Senior Advisor, Financial Services | Forensic And Litigation Consulting FTI Consulting, Inc.Senior Advisor, Financial Services | Forensic And Litigation ConsultingCharlotte, NCWe are seeking an experienced Financial Services Expert Witness to provide independent, objective analysis and testimony in legal matters involving banking, lending practices, and financial regulations. We work with many of the world's top multinational corporations, law firms, banks and private equity firms on their most important issues to deliver impact that makes a difference.
Senior Advisor, Financial Services | Forensic and Litigation Consulting FTI Consulting IncSenior Advisor, Financial Services | Forensic and Litigation ConsultingCharlotte, NCWe are seeking an experienced Financial Services Expert Witness to provide independent, objective analysis and testimony in legal matters involving banking, lending practices, and financial regulations. We work with many of the world's top multinational corporations, law firms, banks and private equity firms on their most important issues to deliver impact that makes a difference.
Financial Services Representative - Bilingual (Spanish) Preferred (Personal Banker) First Citizens BancShares IncFinancial Services Representative - Bilingual (Spanish) Preferred (Personal Banker)Charlotte, NCBachelor''s Degree and 1 year of experience in Sales, customer service, or lending; or 6 months of experience in a customer support role at First Citizens Bank; or participation in a First Citizens career development program OR High School Diploma or GED and 5 years of experience in Sales, customer service, or lending; or 6 months of experience in a customer support role at First Citizens Bank; or participation in a First Citizens career development program. License or Certification Type: In cases where licensing is required, associates must complete the bank sponsored licensing program within 12 months of entering the role RequiredSkill(s): Application of a structured sales process, Providing financial guidance and expertise, Financial literacy, Knowledge of retail banking products and services.
Account Executive - Financial Services Appian CorpAccount Executive - Financial ServicesCharlotte, NCRemote$125,000–$225,000 / yearGrowth Opportunities: Appian provides a diverse array of growth and development opportunities, including our leadership program tailored for new and aspiring managers, a comprehensive library of specialized department training through Appian University, skills based training, and tuition reimbursement for those aiming to advance their education. These groups help employees build stronger internal and external networks by planning social, educational, and outreach activities to connect with Appianites and larger initiatives throughout the company.
Client Executive - Financial Services CabinClient Executive - Financial ServicesCharlotte, NCWhile broader portfolio strategy and long-term performance ownership are shared with Cabin's senior leadership, this leader plays a critical role in managing day-to-day outcomes, surfacing risks and opportunities, and enabling high-performing client teams. The Senior Principal, Client Executive at Cabin Consulting is a senior client and commercial leader responsible for establishing, growing, and scaling Cabin's strategic Financial Services accounts from early-stage relationships into enduring, multi-year partnerships.
Financial Services Tax - Real Estate Director PwCFinancial Services Tax - Real Estate DirectorCharlotte, NC$150,000–$438,000 / yearAt PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. 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 .
NewSenior Manager, Tax - Financial Services FORVIS, LLPSenior Manager, Tax - Financial ServicesCharlotte, 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.
NewManager, Tax - Financial Services FORVIS, LLPManager, Tax - Financial ServicesCharlotte, 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.
Financial Services Representative World Acceptance CorporationFinancial Services RepresentativeFort Mill, SCSuccess in this role requires the ability to manage a fast-paced workload, handle challenging conversations, and meet performance goals across sales, collections, tax services, and branch operations, with opportunities for performance-based earnings and advancement. The Financial Services Representative (FSR) is responsible for driving loan sales, managing past-due accounts, preparing tax returns, and working directly with customers to meet financial needs.
Customer Growth Strategy Senior Manager | Financial Services Accenture PlcCustomer Growth Strategy Senior Manager | Financial ServicesCharlotte, NCBeyond shaping strategies, you are adept at embedding within client relationships, partnering with Accenture account leads, and identifying new opportunities, both organic and inorganic, that grow Accenture Song's impact and our clients' businesses. With deep industry expertise and strong client partnerships, we help financial services leaders design and execute growth strategies that solve real customer needs and deliver measurable outcomes.
Business Performance Improvement - Finance & Performance Management (Financial Services) Director Protiviti IncBusiness Performance Improvement - Finance & Performance Management (Financial Services) DirectorCHARLOTTE, NC$176,000–$300,000 / yearDirectors develop lasting relationships within the business community and are respected for their areas of expertise - shaping and executing enterprise process excellence strategy with executive stakeholders across banking, capital markets, and wealth and asset management clients. 15+ years of experience leading teams within a consulting or financial services environment in one or more of: finance operating model design, performance management, shared services design and implementation, outsourcing advisory, and process/digital transformation.
Audit Manager - Financial Services NorthPoint Search GroupAudit Manager - Financial ServicesCharlotte, NCWho: An experienced audit professional with 5+ years of public accounting audit experience and a CPA.What: Oversee full-cycle audits, supervise and develop audit teams, and enhance audit processes while managing multiple client engagements. Position Overview:The Audit Manager leads audit engagements from planning through completion, supervising audit staff and seniors, improving processes, researching complex issues, and building strong client relationships.
Senior Associate - Financial Advisory Services Embark Consulting LLCSenior Associate - Financial Advisory ServicesCharlotte, NC$100,000–$125,000 / yearYou'll ensure all clients are taken care of - by assisting with hands-on financial reporting and analysis, complex transactions advisory, process improvement and optimization, etc. in a timely, efficient, and accurate manner. Our team is dedicated to solving complex problems for finance, accounting, HR, and technology leaders with forward-thinking solutions and unparalleled hospitality.
Financial Services Tax - Real Estate Manager PwCFinancial Services Tax - Real Estate ManagerCharlotte, NC$99,000–$266,000 / yearPwC 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 . At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members.
Tax Senior Manager - Financial Services Elliot DavisTax Senior Manager - Financial ServicesCharlotte, 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. Audit and assurance services are provided by Elliott Davis, LLC (doing business in NC and D.C. as Elliott Davis, PLLC), a licensed CPA firm.