Jobs near Huntersville: 5,834
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Relevance Score ranked on: FINANCIAL PLANNING
Senior Staff Engineer - Technology Financial Planning (REMOTE)
Charlotte
Design, build, enhance solutions utilizing 3rd party financial planning systems (such as Anaplan, Board, Oracle EPM Planning, Hyperion, etc.) and in-house systems to satisfy business requirements for Financial Planning & Analysis (FP&A)Collaborate with FP&A to define data needs. Incorporate data and ...
Search Terms: Financial Planning, Technology, Engineer, Financial, Staff
82.6
15mi
Updated: October 18
Senior Advice and Planning Analyst
Charlotte
Supports Wealth relationship team in creating and delivering advanced planning advice to current and prospective clients with a primary focus on Ultra-High Net Worth (UHNW) clients and prospects. Engages in activities that help drive the enhancement of the overall planning group including adding to t...
Search Terms: Planning Analyst, Financial Planning, Client Advisor, Analyst, Senior
79.6
15mi
Updated: November 09
Financial Director - Corporate Functions
Charlotte
Serve as a strategic business consultant to specified business units (B - Us), providing financial analysis and guidance to support key decisions and initiatives that may include new product development, pricing, profitability, expense efficiency and value creation ideas, new investment business case...
Search Terms: Director, Corporate, Leadership, Financial, Financial Planning
75.7
15mi
Updated: November 06
Senior Financial Manager
Charlotte
This position will sit in-office 4 days a week at our Charlotte location, listed on the job description. No remote option available. Direct and manage the execution of advanced financial analysis and reporting tasks, working collaboratively with experienced analysts and managers. Provide leadership i...
Search Terms: Manager, Leadership, Financial, Financial Planning, Accounting
75.3
15mi
Updated: November 09
Tax Accountant II - Executive Advisory Services
Charlotte
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible G...
Search Terms: Tax Accountant, Executive, Advisor, Accountant, Tax
75.3
15mi
Updated: November 09
Business Planning Analyst
Charlotte
This position is responsible for coordinating and monitoring budgets, re-forecasting, and analysis of capital expenditures. Develops, interprets and implements financial concepts for financial planning and control. Performs analysis to determine present and future financial performance. Actively and ...
Search Terms: Planning Analyst, Business, Financial Planning, Analyst, Communications
75.3
15mi
Updated: November 09
Vice President & General Manager, Head of Ameriprise Advisor Center
Charlotte
Include: a) developing and evolving the AAC strategy to deliver on personalized and comprehensive financial advice to clients in a way that causes clients to increase trust, satisfaction, and advocacy, thereby increase of sales and financial results b) end-to-end responsibility for business planning ...
Search Terms: Vice President, General Manager, Advisor, Financial Planning, Leadership
75.3
15mi
Updated: October 22
Business Services Coordinator
Charlotte
The Business Services Coordinator (BSC) is responsible for all fiscal, accounting and budget matters related to grants and personal service agreements (service contracts) in coordination with the 1) Department Chairs and their respective Administrative Assistants who are responsible for daily office ...
Search Terms: Business Services, Coordinator, Business Manager, Administrative Assistant, Financial Planning
75.3
7.9mi
Updated: November 05
EPM Anaplan Model Builder, Senior Associate
Charlotte
A career in our Enterprise Performance Management practice, within Finance Consulting services, will provide the opportunity to work alongside CE - Os, CF - Os, controllers and treasurers to optimise the structure of their finance functions and improve their contribution to the business. We support o...
Search Terms: Builder, Associate, Senior, Financial Planning, Project Management
74.1
15mi
Updated: November 06
Financial Consultant II
Charlotte
Stable. Family. Opportunities. Unique. Whether First Citizens Bank has been established for 120 years, or expanding its presence in your market, we invite you to be a part of our story. Our Financial Consultants serve as the subject matter experts in advising and selling investment opportunities to o...
Search Terms: Financial Consultant, Financial Planning, Financial, Consultant, Client Service
74
13mi
Updated: October 18
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