Head of Wholesale Finance Advisory
4 weeks ago
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. Please review the following job description: Leading the Finance Advisory team, this role will deliver mastery and execution for aspects across Strategic Finance for the Banking and Payments segment, including but not limited to balance sheet and capital optimization, expense management and profitability. This role will work closely with leaders, as well as aligned partners Strategy, Business Enablement, Client Profitability, and Finance. This role will advise executive leadership on significant changes, including equity, capital, cost allocations, revenue, Basel frameworks and interdependencies with other systems and reporting for the businesses within, including Corporate and Investment Banking, Commercial Banking, Commercial Real Estate, Wealth, Structured Products and Payments. ESSENTIAL DUTIES AND RESPONSIBILITIES: Lead strategy and execution for strategic finance, partnering closely with Corporate Strategic Finance on impacts to profitability related to financial methodologies. Interpret methodologies to create a clear, common view of client and business profitability for businesses within CIB, Commercial Banking, Commercial Real Estate and Wealth. Lead a team with expertise across the balance sheet (loans/investments/trading/deposits), capital and CCAR, profitability and expense management to provide reporting, analysis and insights to leaders and LoB finance. Translate and summarize financial data into executive materials to drive tangible results tracked through KPIs and deliver against strategic financial objectives. Evaluate performance relative to peers and industry standards. Partner closely with Corporate Finance and LoB partners to ensure Truist methodologies are facilitating industry-leading, competitive pricing and profitability for all lines of business. Collaborate and work across the Finance division to ensure integrity of the financials and ensures sound controls and procedures. Support reporting and analysis for additional constituencies, including Board of Directors, Investor Relations, and various regulatory agencies. Partner closely with FP&A and LoB Finance through annual planning process, including rationalizing corporate Plan allocated to LOB and adjustments for organizational changes or reinvestments. Serve as the segment primary point of coordination between the Corporate Treasury and Corporate Strategic Finance department, Financial Executives and assigned LOBs to implement corporate directives into the financial plans. Serve as the central point for CCAR for the segment, coordinating with the assigned LOBs for the Comprehensive Capital Analysis and Review (CCAR) and Stress Test data submissions. Work closely with Senior Leadership to provide financial support and complete other assigned projects, as requested, on an independent level with minimal direction. Support the quarterly issuance of the LOB Segment Reporting in the Press Release and regulatory filings (Annual 10-K and quarterly 10-Q's) through the gathering of reporting data from the assigned LOBs. Work to create a positive team environment with an open communication culture. Delegate tasks and set deadlines as appropriate. Communicate effectively with all levels of the Corporation. Significant interaction with the CFO and executive team required. QUALIFICATIONS Required Qualifications: 12 or more years of experience at a leading financial institution in Finance, FP&A, Corporate Development, Corporate Strategy, Investment Banking, and/or Corporate Treasury. Mastery of theoretical, practical accounting and finance concepts and techniques which impacts profitability. Mastery of standard banking frameworks, such as Basel III. Ability to influence across a broad spectrum of partners and complexities, including senior executives at the highest level of the bank. Outstanding strategic and tactical critical thinking skills. Experience implementing major strategic initiatives. Strong leadership skills; provide direction, lead courageously, influence others and foster teamwork. Strong interpersonal skills and an ability to build relationships. Executive level communication skills. Preferred Qualifications: Master’s degree in Finance/related field or equivalent education. Technical certifications (e.g. CFA, CPA, CIA, FRM). Truist supports a diverse workforce and is an Equal Opportunity Employer. #J-18808-Ljbffr
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Head of Wholesale Finance Advisory
4 weeks ago
Charlotte, United States Truist Bank Full timeThe position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. Please review the following job description: Leading the Finance Advisory...
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Head of Wholesale Finance Advisory
4 weeks ago
Charlotte, United States Truist Inc Full timeRegular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Leading the Finance Advisory team, this role will deliver mastery and execution for aspects across Strategic Finance for the Banking and Payments segment, including but not limited to balance...
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Manager, Transaction Advisory Services
2 months ago
Charlotte, United States GreerWalker CPAs and Advisors Full timeManager, Transaction Advisory Services GreerWalker is a prominent accounting and advisory firm serving privately owned middle-market companies and their owners. We serve and support the Charlotte and Greenville areas with a personal approach through our client work and through our community service culture. We have been recognized as one of the nation's...
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charlotte, United States CohnReznick LLP Full timeAs one of the nation’s top Professional Services and Business Advisory firms, we foster teams in Advisory, Assurance, and Tax services that value innovation and collaboration in everything they do!We currently have an exciting career opportunity in our Finance team for a Finance Engagement Assistant based out of our Charlotte office in a hybrid capacity.
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CFO Advisory
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Charlotte, United States CohnReznick LLP Full timeAs CohnReznick grows, so do our career opportunities. As one of the nation’s top Professional Services and Business Advisory firms, we foster teams in Advisory, Assurance, and Tax services that value innovation and collaboration in everything they do!YOUR TEAM. We currently have an exciting career opportunity for a Senior Manager to join our CFO...
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Environmental and Social Risk Advisory Manager
5 months ago
Charlotte, United States Bank of America Full timeDescription : Reports to Global Environmental Executive, accountable to Environmental and Social Business Advisory pillar lead Member of bank’s Global Environmental Group (GEG) Responsible for working with GEG/CSR/Public Policy teammates, lines of business, risk and other partners to advise and guide on the evaluation of potential environmental...
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Inside Wholesale Account Executive
2 weeks ago
charlotte, United States Spring EQ Full timeOverviewSpring EQ is a national home equity lender providing flexible and tailored financing solutions directly to consumers with a national network of experienced brokers and partners. Since its founding in 2016, Spring EQ is among the fastest growing and highest-rated home equity financing partners in the United States. Spring EQ offers a broad range of...
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Inside Wholesale Account Executive
2 months ago
Charlotte, United States Spring EQ Full timeOverviewSpring EQ is a national home equity lender providing flexible and tailored financing solutions directly to consumers with a national network of experienced brokers and partners. Since its founding in 2016, Spring EQ is among the fastest growing and highest-rated home equity financing partners in the United States. Spring EQ offers a broad range of...
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Inside Wholesale Account Executive
1 week ago
charlotte, United States Spring EQ Full timeOverviewSpring EQ is a national home equity lender providing flexible and tailored financing solutions directly to consumers with a national network of experienced brokers and partners. Since its founding in 2016, Spring EQ is among the fastest growing and highest-rated home equity financing partners in the United States. Spring EQ offers a broad range of...
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Associate, Advisory Operations
2 weeks ago
Charlotte, United States Choreo Full timeJob DescriptionJob DescriptionAt Choreo, we are passionate about improving the well-being of our clients, their families, our teammates, and everyone in our communities. For over 20 years, we've worked to meet the financial planning needs of our clients with a coast-to-coast footprint of 40+ locations and counting. Empowered by technology and inspired by...
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Finance Engagement Assistant
1 month ago
Charlotte, United States CohnReznick LLP Full timeAs CohnReznick grows, so do our career opportunities. As one of the nation’s top Professional Services and Business Advisory firms, we foster teams in Advisory, Assurance, and Tax services that value innovation and collaboration in everything they do!YOUR TEAM. We currently have an exciting career opportunity in our Finance team for a Finance...
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Finance Engagement Assistant NC
5 days ago
charlotte, United States CohnReznick LLP Full timeAs CohnReznick grows, so do our career opportunities. As one of the nation’s top Professional Services and Business Advisory firms, we foster teams in Advisory, Assurance, and Tax services that value innovation and collaboration in everything they do!YOUR TEAM. We currently have an exciting career opportunity in our Finance team for a Finance...
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Finance Engagement Assistant NC
3 days ago
charlotte, United States CohnReznick LLP Full timeAs CohnReznick grows, so do our career opportunities. As one of the nation’s top Professional Services and Business Advisory firms, we foster teams in Advisory, Assurance, and Tax services that value innovation and collaboration in everything they do!YOUR TEAM. We currently have an exciting career opportunity in our Finance team for a Finance...
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Finance Engagement Assistant NC
2 weeks ago
charlotte, United States CohnReznick LLP Full timeAs CohnReznick grows, so do our career opportunities. As one of the nation’s top Professional Services and Business Advisory firms, we foster teams in Advisory, Assurance, and Tax services that value innovation and collaboration in everything they do!YOUR TEAM. We currently have an exciting career opportunity in our Finance team for a Finance...
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Finance Engagement Assistant NC
1 week ago
Charlotte, United States CohnReznick LLP Full timeA variety of soft skills and experience may be required for the following role Please ensure you check the overview below carefully. As CohnReznick grows, so do our career opportunities. As one of the nation’s top Professional Services and Business Advisory firms, we foster teams in Advisory, Assurance, and Tax services that value innovation and...
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Finance Engagement Assistant NC
1 week ago
Charlotte, United States CohnReznick LLP Full timeA variety of soft skills and experience may be required for the following role Please ensure you check the overview below carefully. As CohnReznick grows, so do our career opportunities. As one of the nation’s top Professional Services and Business Advisory firms, we foster teams in Advisory, Assurance, and Tax services that value innovation and...
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Quantitative Finance Analyst
2 weeks ago
Charlotte, United States The Bank of America Corporation Full timeAt 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 Finance Analyst, Finance, Quantitative, Analyst, Modeling, Technology, Management
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Head Coach, Men's Tennis
1 month ago
Charlotte, North Carolina, United States Queens University of Charlotte Full timeJob Title: Head Coach, Men's TennisJob Summary:Queens University of Charlotte is seeking a highly qualified and experienced Head Coach for Men's Tennis to lead our NCAA Division I program. The successful candidate will be responsible for planning, organizing, and directing all activities involved with running the Men's Tennis program in a highly efficient...
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CFO Advisory
4 weeks ago
Charlotte, NC, United States CohnReznick LLP Full timeAs CohnReznick grows, so do our career opportunities. As one of the nation’s top Professional Services and Business Advisory firms, we foster teams in Advisory, Assurance, and Tax services that value innovation and collaboration in everything they do!YOUR TEAM. We currently have an exciting career opportunity for a Senior Manager to join our CFO...
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Credit Risk Review Manager
4 weeks ago
Charlotte, United States Social Finance Ltd Full timeEmployee Applicant Privacy Notice Who we are: Shape a brighter financial future with us. Together with our members, we're changing the way people think about and interact with personal finance. We're a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The...
