Jobs near Charlotte: 7,034
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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
85
4.4mi
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
81.1
4.4mi
Updated: November 09
Senior Wealth Advisor
Charlotte
Vice President, Senior Wealth Advisor. The Vice President, Senior Wealth Advisor role will be responsible for contributing to the overall success of the Wealth & Institutional Management business unit by building and maintaining a high performing book of business and being accountable for the succes...
Search Terms: Wealth Advisor, Advisor, Wealth, Relationship Manager, Financial Planning
78.4
0mi
Updated: October 24
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
77.7
4.4mi
Updated: November 06
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
77.6
4.4mi
Updated: October 22
Sr. Director, NA FP&A
Charlotte
This senior leadership role is responsible for the financial planning, analysis, and reporting for JELD-WEN's North America segment, which includes the US and Canada. The role supports multiple business units (Doors, Windows, Distribution, and Building Products) and drives strategic initiatives to im...
Search Terms: Director, Leadership, Continuous Improvement, Financial Planning, Team Leader
77.2
4.2mi
Updated: November 02
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
76.9
4.4mi
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
76.9
4.4mi
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
76.9
4.4mi
Updated: November 09
ASSOCIATE DIRECTOR, CATEGORY DEVELOPMENT - SES (HY
Charlotte
The primary duty of this position is to manage direct assigned categories and teams to establish short and long-term strategies for continued cost optimization, value improvement, supplier relationship development, and risk mitigation. Responsible for developing strategic category plans as well as ne...
Search Terms: Director, Development, Associate, Financial Planning, Supply Chain
76.7
4.2mi
Updated: October 25
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