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Gould Killian CPA Group P.A. jobs - 5,419 jobs

  • Accounting Clerk/Bookkeeper

    Gould Killian CPA Group P.A 3.7company rating

    Gould Killian CPA Group P.A job in Asheville, NC

    Client Advisory Services (CAS) Associate Position: Full-Time, Hourly (40 hours per week, overtime as needed) Gould Killian CPA Group, P.A. is a full-service accounting firm that provides excellent client service with a high-level of technical expertise and attention to detail. We have about 55 professional and administrative staff that collaborate across three offices in Asheville, Hendersonville, and Brevard. The Firm operates with integrity and professionalism, while providing a work environment that nurtures professional development and curiosity. Job Description: The Client Advisory Services (CAS) Associate helps to oversee our client's financial data and compliance by maintaining accurate books. The CAS Associate will collaborate with the CAS Manager, CAS Associates, and other professional staff to provide clients with accurate, timely information and reporting. Job Duties: Bank reconciliations and credit card reconciliations Accounts Receivable and Accounts Payable reconciliations Payroll processing and filings (monthly, quarterly, annual) 1099 Preparation Sales Tax preparation and filings Financial Reporting (monthly and year-end) Business Tax Return preparation (limited) Skills & Abilities Strong working knowledge of QuickBooks Desktop, QuickBooks Online, and Thompson Reuter suite, including Accounting CS Strong written and verbal communication skills Benefits: Paid Vacation and Holidays Group Health Insurance Group Life Insurance Short-Term/Long-Term Disability Insurance Health Savings Plan (HSA) Quarterly Firm contribution for eligible employees Health Reimbursement Arrangement (HRA) 401(k) Retirement Plan Employer Matching for eligible employees Discretionary Profit-Sharing plan contributions Access to Continuing Professional Education (CPE) courses and in-house training to develop your technical skills and meet your certification requirements. *This is not an exhaustive list of benefits provided by the Firm. Any benefits listed here are subject to change based on management decisions.
    $30k-39k yearly est. Auto-Apply 60d+ ago
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  • Principal, HashiCorp Vault Expert

    Fidelity Investments 4.6company rating

    Durham, NC job

    In this role on the Privileged Access Management team, your primary responsibility will be to own and operate Fidelity's HashiCorp Vault application. This is an enterprise-class installation providing secrets management services to over 5,000 business unit applications. You will design, develop, and support new and improved access management capabilities that meet Fidelity's stringent cybersecurity policies and requirements. You will administer critical production environments including implementation of monitoring, upgrades, performance & capacity improvements, certifying disaster readiness, improving CI/CD with process automation, and analyzing key metrics and trends. We operate in an Agile framework where you will have an opportunity to participate in sprint planning to provide prioritization, and realistic and achievable estimates. You will also contribute towards continuous improvement efforts aimed at increasing the efficiency and velocity of the team. The Expertise You Have and The Skills You Bring Bachelor's degree in Computer Science, Computer Engineering, Computer Systems Networking, Information Systems/Science, or a related discipline 5+ years of experience and demonstrated expertise with administration and operation of the HashiCorp Vault application is a requirement for this role You have systems and application management experience on Linux/UNIX platforms You have experience with cloud architecture and have built applications in, or migrated applications to, Amazon Web Services AWS or Microsoft Azure You have experience with networking, firewalls, and load balancers You have experience building automated pipelines and deploying with CI/CD technologies such as Jenkins, Git, Ansible, Chef, Artifactory, AWS Cloud Formation Templates, Terraform, EC2, Lambda, Docker/Kubernetes, and KMS You develop advanced, customized workflows and automated processes for/with vendor applications You have strong scripting & automation skills, specifically in Python and Ansible You have excellent written and verbal communication skills with the ability to present to both technical and business audiences You have demonstrated experience in leading small technical teams You have the ability to independently perform systems design & architecture work to satisfy technical objectives and meet business requirements The Team In this position you will join Fidelity's Enterprise Cybersecurity business unit as a member of the Privileged Access Management team. We are a dynamic, high visibility team that provides a variety of access management services to all of Fidelity's business units. The Privileged Access Management team is comprised of engineers located in the US, Ireland, and India. We leverage an Agile operating model to install, configure, operate, and maintain a set of in-house and vendor applications providing a multitude of access management capabilities to the firm. We are a DevOps team that engages in systems engineering, software engineering, and production services support. The base salary range for this position is $107,000-216,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. 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. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Certifications:Category:Information Technology
    $72k-93k yearly est. 1d ago
  • Private Credit Investment Analyst

    Churchill Real Estate 3.2company rating

    Charlotte, NC job

    As part of the Originations team, the Private Credit Analyst is responsible for evaluating the creditworthiness of loan applicants in the business purpose residential lending space as well as assessing the underlying collateral of the project. This role involves analyzing financial data, assessing risk, and making recommendations to ensure the integrity of our loan portfolio. Responsibilities: Review and analyze financial statements, credit reports, and other relevant data to assess the creditworthiness of loan applicants. Evaluate the viability of proposed real estate investments, including property value, market conditions, and borrower experience. Prepare detailed credit memos with recommendations for loan approval or decline, ensuring alignment with company policies and risk appetite. Identify potential risks associated with loan applications and recommend appropriate risk mitigation strategies. Ensure all credit analysis and documentation comply with internal policies, industry standards, and regulatory requirements. Maintain accurate and organized records of credit decisions and supporting documentation. Stay informed of changes in regulations and best practices within the residential lending space. Collaborate with loan officers, processors, and other team members to gather necessary information and provide clear communication on credit decisions. Participate in meetings to discuss complex cases, share insights, and contribute to decision-making processes. Qualifications Bachelor's degree in Finance, Business, Economics, or a related field. 3-5 years of experience in private real estate lending in underwriting, credit analysis or elated experience. Strong analytical skills with the ability to interpret financial data and assess risk. Knowledge of residential real estate markets and investment principles. Excellent attention to detail and organizational skills. Strong written and verbal communication skills.
    $59k-91k yearly est. 1d ago
  • Senior Cyber Security Risk & Controls Analyst

    First Citizens 4.8company rating

    Remote or Raleigh, NC job

    This remote position supports cybersecurity governance by performing risk and control self-assessments (RCSAs), evaluating cybersecurity controls, and supporting key risk management processes. The role helps identify risk and control gaps, assess cyber risks, and recommends improvements to strengthen the organizations cyber posture. The position provides risk analysis, documentation, and control development support across cybersecurity teams, acting as a resource for process owners and contributing to continuous improvement initiatives. Responsibilities Execute cybersecurity process level RCSAs in partnership with business function owners and stakeholders Document risk and controls assessment results, risk ratings, and supporting evidence in accordance with Enterprise Risk Standards Draft, update, and refine control risk and control statements to ensure clarity, effectiveness, and alignment with cybersecurity processes Review existing risks and controls for design effectiveness, identifying gaps, inconsistencies, or opportunities for improvements Partner with business function owners to periodically update inherent and residual risk ratings for process level risks Assist cybersecurity teams with updating control effectiveness and control environment ratings on a regular cadence Evaluate cybersecurity risks and controls against Enterprise Policies and Standards, regulatory requirements, and industry standards Support remediation planning by documenting gaps, improvement recommendations, and target-state control enhancements Participate in projects, assessments, or escalated tasks requiring risk and control expertise Qualifications Bachelor's Degree and 8 years of experience in Information security, cybersecurity, risk management, or a related field OR High School Diploma or GED and 12 years of experience in Information security, cybersecurity, risk management, or a related field Experience performing risk assessments, RCSAs, or controls testing Working knowledge of cybersecurity processes, controls and risk concepts Familiarity with frameworks such as NIST CSF, NIST SP 800-53 Ability to write clear, actionable control statements and assessment findings Strong analytical, documentation, and communications skills Ability to work collaboratively with technical and non-technical stakeholders Preferred 4-7 years of experience in Information or cyber security risk or control assessment Experience supporting cybersecurity programs within a financial institution or regulated environment Certifications such as Security+, SSCP, CISA, CISM, CISSP, CRISC Understanding of threat landscapes, IT processes, and common control frameworks Experience supporting process improvements, control rationalization, or evidence evaluation The base pay for this position is generally between $120,000 and $180,000. Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment. This job posting is expected to remain active for 45 days from the initial posting date listed above. If it is necessary to extend this deadline, the posting will remain active as appropriate. Job postings may come down early due to business need or a high volume of applicants Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at **************************************** #J-18808-Ljbffr
    $120k-180k yearly 20h ago
  • Lead Product Designer

    Array 3.5company rating

    Raleigh, NC job

    Lead Product Designer Pay: $145,000 - $170,000/year + variable compensation Experience: 7 to 10 years designing complex, workflow-heavy B2B SaaS products; shipped features used at scale. Type: Full-time Schedule: Monday - Friday Array Corporation is seeking a Lead Product Designer to join a growing and dynamic team! Array Corporation is building an AI frontline workforce management platform that does the opposite: we connect talent quality to production outcomes and share the upside with dynamic rewards. When people see how their work drives results and strong performance earns real rewards, retention becomes a flywheel. Businesses get consistency and predictability; workers get transparency, recognition, and a reason to stay. As our first full-time design hire, you'll establish the foundational user experience - one where agents assist users to achieve measurable business outcomes. You will define the information architecture, build the design system and patterns, and set up a practical research cadence. You'll also design explainable, human-in-the-loop automation and create the link between effort and reward, unmistakably clear for recruiters, operators, and workers. Partnering with Product and Engineering across squads, the patterns you set will define how Array Corporation feels for years. Job Description: Own end-to-end product design across requisition, sourcing, scheduling, analytics, and incentives. Define the platform's information architecture and intuitive navigation framework. Build and implement a v1 design system, including tokens, components, and patterns. Design trusted agent experiences with explainability, safe overrides, and clear decision logic. Conduct lightweight UX research and convert insights into product improvements. Partner with Product and Engineering to prioritize quick wins and long-term foundations. Measure impact using shared success metrics and drive continuous improvement. Use AI tools to accelerate design workflows such as variant exploration and spec generation. Position Requirements: Expertise in AI/automation UX, including explainability and user control. Portfolio that displays storytelling abilities, primarily focused on measurable product outcomes. Experience as the first designer or design lead in an early-stage startup is preferred. Understanding of HR tech/recruiting/workforce or other multi-persona operations tools is a plus. Strong systems-thinking mindset with proven information architecture experience. Hands-on research experience with the ability to synthesize insights into clear recommendations. Fluency in Figma and modern product development workflows. Skilled in creating and scaling design systems across multiple teams. Excellent collaboration skills with Product and Engineering partners. Array Corporation is the leading technology-enabled workforce solutions company whose mission is to fix how work is bought, sold and delivered to enable access to the American Dream. We are proud to be an Equal Employment Opportunity and Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.
    $145k-170k yearly 20h ago
  • Chief Executive Officer - Common Wealth Charlotte

    Kentucky Society of Association Executives Inc. 3.5company rating

    Charlotte, NC job

    This is a unique leadership opportunity to steer a highly esteemed, community-focused nonprofit organization in Charlotte, NC, into its next stage of growth and influence. With a foundation of robust financial health, a committed team, and an active Board, the organization is well-positioned to enhance its local impact and expand its reach. As only the second CEO following the founder, you will inherit a remarkable legacy and face the exciting challenge of guiding its evolution with strategic vision and innovative approaches. You will advance the mission, cultivate organizational resilience, and ensure operational excellence with disciplined execution and a community-first mindset. Reporting to the Board, you will steward the organization's historic strengths while positioning it for future relevance and sustainability. You'll inspire staff, volunteers, partners, and donors as a trusted and collaborative leader rooted in Charlotte's dynamic nonprofit ecosystem. Responsibilities / Ideal Candidate Profile Aligned with Common Wealth Charlotte's (CWC's) leadership framework, the ideal candidate will bring skills paired with key responsibilities: Cultivate philanthropic support and diversify revenue streams. Expand organizational funding and deepen donor engagement leveraging strategic and creative approaches to support existing program operations and regional expansion. Strengthen CWC's community presence to garner new opportunities. Anticipate and shape the future with bold, adaptive thinking. Implement transformative strategies-balanced by humility and collaboration. Design and implement a multi-year strategic plan aligned with CWC's mission, funding, and community needs. Energize and engage CWC's staff, board members, volunteers, event committees, alumni, partnering organizations, and funders, fostering a sense of team focused on unified goals. Lead with a deep commitment to community and mission, empathy, inclusivity, authenticity and cultural competency. Coach, lead, develop, and retain Common Wealth Charlotte's senior leadership team. Collaborate with the board to ensure strong organizational stewardship, deep board engagement in leading the strategic direction of local operations, and an effective board recruitment and onboarding process. Cultivate a mission-aligned culture committed to staff development and excellent board governance grounded in authenticity and transparency. Demonstrate and leverage expertise in nonprofit financial and operational management. Utilize a data-driven approach to aligning resources for mission impact while sustaining organizational health. Implement a trauma-informed approach to core financial literacy programs. Ensure ongoing programmatic excellence, rigorous evaluation, and consistent quality in finance, administration, fundraising, communications, and systems. Recommend timelines and resources needed to achieve strategic goals. Oversee systems that track progress and growth, regularly review programs, and share results with the board, funders, and partners. Inspire the community with compelling stories and relational gravitas, rallying support and expanding partnerships throughout Charlotte's civic and philanthropic circles. Build cross-sector coalitions anchored in trust and shared purpose. Deepen and refine all aspects of communications-from web and social media presence to external relations-with the goal of creating a stronger brand. About the Organization Founded in 2015, Common Wealth Charlotte empowers economically vulnerable wage earners across Charlotte-Mecklenburg with the financial capabilities needed to achieve stability and reduce dependence on charitable assistance. CWC uses a trauma-informed approach-offering education, personalized financial counseling, access to banking, and 0%-interest loans-to catalyze upward economic mobility and foster hope and resilience. Programs include workshops and one-on-one counseling conducted by certified financial educators throughout the region. Clients have seen average credit score improvements of 86 points after a paid in full CWC loan, reflecting meaningful impact. CWC offers 0% interest loans that help clients avoid predatory financial institutions. Want to know more? Visit Common Wealth Charlotte's website at: ************************************** Additional Preferred Attributes Authentic, grounded, and values-driven: Models integrity and transparency in every interaction, serves as a trusted voice within the community, and demonstrates consistent alignment of decisions with mission and values. Relational, curious, and deeply rooted in Charlotte's community. Invests in building meaningful connections, shows genuine curiosity about the perspectives and needs of others, and maintains a strong presence in the civic and cultural life of Charlotte. Committed to equity, inclusivity, and cultural competence: Affirms diversity while actively working to remove barriers, foster inclusive practices across the organization, and ensure programs reflect an equitable approach to serving the community. Adaptive and resilient: Navigates uncertainty with confidence, adjusts strategies when needed, and leads the organization with steadiness and optimism during times of change. Inspirational communicator: Connects with people across diverse backgrounds, inspires trust and hope, and articulates a compelling vision that motivates staff, volunteers, donors, and community members. Application Think you are the next Common Wealth Charlotte CEO? To apply, visit *********************************** The application will request a compelling cover letter, resume, salary requirements, and professional references. Please note that phone calls are not accepted, and submissions must be made via the portal. For support, contact ***************************. Compensation The salary range is $110,000 to $120,000, commensurate with experience. Benefits include a bonus plan up to 10% of base salary (based on performance), contributions towards retirement and qualified health plans, including paid time off. The organization is an equal employment opportunity employer and actively seeks a diverse applicant pool-regardless of race, color, national origin, religion, disability, gender, gender identity, sexual orientation, or age. About Armstrong McGuire Armstrong McGuire is a national executive search, fundraising, and strategic advising firm that believes in unlocking the potential of nonprofit leaders and the communities they serve. Founded in 2004, our diverse team of advisors work with clients and leaders to align strategy, optimize operations, build capacity, and lead nationwide searches that bring supremely talented individuals to high-impact organizations. Learn more about our services in talent acquisition, fundraising counsel, and strategic planning. #J-18808-Ljbffr
    $110k-120k yearly 2d ago
  • Remote Cyber Risk & Controls Analyst | RCSA Specialist

    First Citizens 4.8company rating

    Remote or Raleigh, NC job

    A leading financial institution is seeking a cybersecurity governance specialist to execute risk assessments and evaluate cybersecurity controls. The ideal candidate will have extensive experience in cybersecurity, strong analytical skills, and a Bachelor's degree in a related field. This remote position offers competitive compensation ranging from $120,000 to $180,000, along with a comprehensive benefits program. #J-18808-Ljbffr
    $120k-180k yearly 20h ago
  • Remote Equity Trader Position

    T3 Trading Group 3.7company rating

    Remote or Greensboro, NC job

    NOW HIRING Proprietary Equity Traders Wanted T3 Trading Group, LLC (****************** is a registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street the heart of New York City's financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability parameters, and strict money management. In order to maximize the potential of our traders, we will provide: WE PROVIDE: Education in technical analysis, tape reading, money management, and market psychology Daily trading review with experienced traders Competitive payout structure Cutting edge technology Open and friendly team environment REQUIRED QUALIFICATIONS: College degree with a competitive GPA Basic familiarity with the equity markets Strong analytical skills Ability to work well in a team environment A focused, dedicated, and entrepreneurial personality Enthusiasm for the equity markets Prior trading experience is not required We are now accepting applications to join our dedicated and experienced team of professional traders. New and aspiring traders work to reach a level of consistent profitability in their trading through appropriate risk/reward and probability parameters with an eye toward strict money management. In order to reach this goal, experienced traders work with entry level traders in an extensive trade review program after the market close each day. Traders are educated in the nuances of technical analysis, tape reading, money management, and market psychology. Traders will learn how to identify and capitalize on stock trends and retracements with a view towards multiple time frames. Each day prospects will work to learn and grow as traders. Series 57 & SIE license required. We will sponsor qualified candidates for this exam. If interested, please contact Paolo Fontana at ************ or ***************************
    $71k-134k yearly est. Easy Apply 60d+ ago
  • Senior Software Engineer

    Caterpillar Financial Services Corporation 4.5company rating

    Cary, NC job

    Your Work Shapes the World at Caterpillar Inc. When you join Caterpillar, you're joining a global team who cares not just about the work we do - but also about each other. We are the makers, problem solvers, and future world builders who are creating stronger, more sustainable communities. We don't just talk about progress and innovation here - we make it happen, with our customers, where we work and live. Together, we are building a better world, so we can all enjoy living in it. Role Definition This position will serve as a Digitalization Expert to support enterprise-wide digitalization projects implementation at CCMC, with primary responsibility including advanced coding using high-level languages. Key Responsibilities Lead or Support Caterpillar Standard Systems Deployment Lead or support the end-to-end deployment of enterprise digital standard systems, including requirement confirmation, plan formulation, system configuration, test execution, and go-live support. Collaborate with cross-functional teams to align system deployment with business processes, ensuring 100% compliance with enterprise digital standards. Establish and optimize the system deployment SOP to improve deployment efficiency and reduce post-go-live failure rates. Current Systems Deep Dive to Extract Value for Full Use Conduct in-depth analysis of the current systems application status, identify pain points in business processes such as data silos and inefficient operations. Design and implement optimization solutions, including module function expansion, data integration with other systems, and custom report development to tap into potential value (e.g., reducing 20% of manual data entry workload). Provide system application training and technical support to internal users, promote the deep application of system functions across the enterprise. Transactional Process Efficiency Improvement through Digitalization Lead the full lifecycle of RPA projects, from business process analysis to RPA robot development, testing, deployment, and maintenance. Use RPA tools to develop stable and efficient robots and establish a robot operation monitoring mechanism to ensure 99%+ stable operation. Collaborate with business teams to evaluate the ROI of RPA projects and continuously optimize existing RPA robots to improve automation coverage and business efficiency. Advanced Statistical Modeling & Algorithm Development Independently design and develop advanced analytical models based on business decision scenarios. Proficiently use modeling tools and programming languages such as C++, C#, Python, SQL, and Excel, and conduct model validation to ensure model stability with prediction error controlled within 5% for core scenarios. Translate complex model results into clear, business-oriented insights and actionable recommendations. Create interactive data visualization reports/dashboards using tools like Power BI, enabling business leaders to intuitively grasp key indicators. Track the implementation effect of model-driven decisions, summarize successful cases and improvement points, and form a closed-loop of "modeling-decision-implementation-optimization". Document modeling methodologies, data sources, and decision logic, and compile best practices to promote the replication & application of data-driven decision-making in other departments. Key Requirements Bachelor's degree in Computer Science or related field. Demonstrate good coding proficiency using high-level languages and be skilled in Power Bi, SQL, Python, C++, C# or other tools for data processing and visualization. Excellent strategic thinking ability and a broad, enterprise-wide outlook. Demonstrate strong planning and organizational skills. Good cross-functional communication and coordination skills to effectively promote team collaboration. Additional information The position requires the candidate to work a 5-day-a-week schedule in the office. Posting Dates November 24, 2025 - December 8, 2025 Caterpillar is an Equal Opportunity Employer. Qualified applicants of any age are encouraged to apply. #J-18808-Ljbffr
    $97k-122k yearly est. 4d ago
  • Business Development Manager

    Masterkey Property Management 3.9company rating

    Cary, NC job

    Business Development Manager - Real Estate Sales Role Compensation: Top performers will earn between $88,000- $110,000 annually (base+commission) Employment Type: Full-Time - Hybrid Role based out of Raleigh, NC MasterKey Property Management is seeking a strong salesperson with a real estate background looking to join a great company. Your days will be spent meeting with and prospecting owners of rental properties with the goal of helping them understand the power of working with a professional property manager like MasterKey Property Management. The Business Development Manager (BDM) at MasterKey Property Management is responsible for making great first impressions with potential clients. All new leads and referrals will be introduced to the BDM so that they can ensure that they are a good fit for the company, and to communicate the unique capabilities and outcomes that MasterKey Property Management delivers. Over time, the BDM will become a foundation of our most legendary customer success and service stories. The BDM is both a filter that saves the company from taking on misfit clients and a magnet that will attract perfect-fit clients for years to come. Responsibilities: Respond to inbound leads quickly and effectively Execute outbound strategy and continuously develop new relationships with key partners Meet with, and educate, qualified prospects on our residential management services Qualify and convert prospects into clients for our service Complete the necessary forms and paperwork to onboard new properties Manage a robust and dynamic pipeline within our CRM with current notes and statuses Learn our unique policies and procedures and relevant real estate laws Build relationships with prospects and nurture them to create new property management opportunities Establish and maintain relationships with industry influencers and key strategic partners within the Raleigh metro area. Network extensively to create business opportunities, including attending industry events, social gatherings, and community events relevant to real estate. The right candidate will possess the following competencies: Responsive Great Listener Clear Communicator (on phone, over email and in person) Consistent Performance Fast Learner Real Estate or investment experience is preferred Real Estate license is not required Strong market knowledge of the Raleigh metro area real estate environment Excellent networking, communication, and negotiation skills Capacity to build rapport and foster collaborative relationships Here are some benefits of joining MasterKey Property Management: You'll be selling the best product in town: While there are many property management companies, we have invested the time to design a uniquely attractive product that the market is looking for. This role offers a high degree of autonomy. This is a results-driven position that requires a self-directed and committed professional. You will be offered an abundance of training, coaching and mentorship on industry best practices and sales skill development. Paid Holidays, Paid Sick Leave, Paid Time Off Health Benefit Plan- Blue Cross (Medical, Dental, Vision) Mileage Reimbursement Opportunities for advancement within the network of providers Qualified candidates will have reliable transportation and a valid driver's license to attend meetings and events.
    $88k-110k yearly 1d ago
  • Credit Analyst

    Churchill Real Estate 3.2company rating

    Charlotte, NC job

    As part of the Operations team, the Credit Analyst is responsible for evaluating the creditworthiness of loan applicants in the business purpose residential lending space. This role involves analyzing financial data, assessing risk, and making recommendations to ensure the integrity of our loan portfolio. Responsibilities: Review and analyze financial statements, credit reports, and other relevant data to assess the creditworthiness of loan applicants. Evaluate the viability of proposed real estate investments, including property value, market conditions, and borrower experience. Prepare detailed credit memos with recommendations for loan approval or decline, ensuring alignment with company policies and risk appetite. Identify potential risks associated with loan applications and recommend appropriate risk mitigation strategies. Work closely with underwriters and credit risk managers to ensure thorough and accurate risk assessments. Monitor loan portfolio performance and report on trends or emerging risks. Ensure all credit analysis and documentation comply with internal policies, industry standards, and regulatory requirements. Maintain accurate and organized records of credit decisions and supporting documentation. Stay informed of changes in regulations and best practices within the residential lending space. Collaborate with loan officers, processors, and other team members to gather necessary information and provide clear communication on credit decisions. Participate in meetings to discuss complex cases, share insights, and contribute to decision-making processes. Qualifications: Bachelor's degree in Finance, Business, Economics, or a related field. 2-4 years of experience in credit analysis, preferably within the residential lending or real estate sector. Strong analytical skills with the ability to interpret financial data and assess risk. Knowledge of residential real estate markets and investment principles. Excellent attention to detail and organizational skills. Strong written and verbal communication skills.
    $56k-86k yearly est. 20h ago
  • Customer Segment Consultant

    Bank of America 4.7company rating

    Charlotte, NC job

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! This role is accountable for design, analysis, execution and/or ongoing sustainment support for a program initiative within the enterprise strategy and performance goals for one of the Customer Segments (i.e. Retail, Preferred & Small Business). Provides support to senior team leader and partners with product(s) and channel(s) teams to drive execution and integrate delivery to ensure the customer view is at the forefront of decisions in the achievement of goals. Accountable for initiative support, coordination, robust analysis and communications. This role will reside within the Business Enablement and Intelligence team and will be responsible for supporting the Workplace Benefits data strategy to help drive revenue, optimize expenses, and deliver for our clients. The role will partner directly with stakeholders to develop business requirements, participate in user acceptance testing, and analyze data. Additionally, this individual will be asked to explore leveraging enterprise Business intelligence tools (e.g. MicroStrategy, Tableau, Alteryx etc.) to help deliver streamlined / automated reporting. The candidate will be required to work with peers across Workplace Benefits and across the company in other LOBs (e.g. Technology, CXO, Merrill, Consumer, etc.) to exert influence, integrate, and ultimately deliver mutually beneficial outcomes. Responsibilities: Liaison with technology and business partners to develop and design consumable reporting views Partner with Workplace Benefits Sales, Product, Relationship Management and Participant Experience teams to define data and reporting priorities Partner with Workplace Benefits Controls and LRC to proactively manage risk associated with access and use of Workplace Benefits data Proactively identify new reporting tools to streamline processes and provide improved insight to business partners Proactively develop and deepen trusted relationships with peers across Workplace Benefits and partner LOBs (e.g. Workplace Benefits Technology, Merrill, Private Bank, etc.) Support the development of data requirements, analysis, and reporting for other ad hoc priorities Requirements: Minimum of 5 years of data analysis / data strategy Demonstrated experience with reporting analytics platforms and tools Desired: Hadoop Alteryx Tableau MicroStrategy Agile Project Management Bachelor's Degree or equivalent work experience Skills: Attention to Detail Collaboration Verbal and Written Communications Problem Solving Business Analytics Continuous Improvement Critical Thinking Excellent analytical and organizational skills, with reporting and / or data management experience strongly preferred. Proficiency in data management - data quality, metadata management and governance Data analysis experience with strong SQL writing skills Ability to translate requirements from business leaders to operationalize reporting Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. For internal employees; participation in a work from home posture does not make you ineligible to post Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - MA - Boston - 100 Federal St - 100 Federal St Lp (MA5100), US - NJ - Pennington - 1400 American Blvd - Hopewell Bldg 4 (NJ2140) Pay and benefits information Pay range$73,200.00 - $116,900.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
    $73.2k-116.9k yearly Auto-Apply 60d+ ago
  • Business Unit Manager

    Steel Warehouse 4.5company rating

    Hickory, NC job

    Be the Leader Who Builds It from the Ground Up! Business Unit Manager - Greenfield Manufacturing Facility | Hickory, North Carolina Are you ready to build something extraordinary? We're launching a brand-new, state-of-the-art manufacturing facility in Hickory, NC, and we're seeking a Operations Leader who's ready to lead from day one - shaping the operation, the culture, and the future success of our business. This isn't just another management role - it's a career-defining opportunity to take ownership of a greenfield project, overseeing construction of the main plant, installation of a CTL line, and the creation of a world-class team focused on excellence in metals processing and fabrication. About the Role As the Business Operations Leader, you'll take full responsibility for the success of the business unit - leading operations, sales, profitability, and strategic growth. You'll drive performance across every area of the plant, from process optimization to customer satisfaction, all while fostering a culture of continuous improvement and accountability. What You'll Do Lead and oversee all daily operations to ensure alignment with company goals. Drive growth through strategic pricing, strong customer relationships, and margin improvement. Manage P&L and develop business strategies for sustainable profitability. Partner with customers and suppliers to create mutually beneficial agreements. Track and improve KPIs across safety, quality, efficiency, and cost. Implement Lean and continuous improvement initiatives. Guide product development and innovation to fuel long-term growth. Build, mentor, and empower a high-performing cross-functional team. What You Bring Bachelor's degree in Business, Engineering, or related field. 5-7+ years of progressive leadership in manufacturing or industrial operations. Proven P&L management experience and operational leadership success. Background in metals, fabrication, or processing (strongly preferred). Entrepreneurial mindset with a hands-on, customer-first approach. Experience with ERP systems, Lean Manufacturing, or quality systems is a plus. Strong communication, strategic thinking, and problem-solving skills. Why You'll Love This Opportunity Be part of a greenfield launch - build the plant, the processes, and the team from the ground up. Lead with impact - make real decisions that shape the business's success. Grow with us - we're investing in people, technology, and long-term excellence. Competitive compensation, benefits, and the chance to define your legacy. Travel up to 25% to connect with customers, suppliers, and company sites. Join Us If you're a bold, results-driven leader ready to build and lead a next-generation manufacturing operation, we want to hear from you. Apply today and take the lead in bringing our new Hickory facility to life!
    $79k-123k yearly est. 20h ago
  • Engineer

    CTC 4.6company rating

    Liberty, NC job

    Job Title: Engineer Job Type: Contract Founded in 1996, CTC is a global IT services, Consulting and Business Solutions partner dedicated to helping organizations innovate, optimize, and grow. With over 2,000 professionals worldwide, we support more than 100 clients in transforming complex challenges into lasting competitive advantages. What you'll be doing Participate in daily written and verbal reports up to Senior Manager level. Developing process plans for battery production lines within the Battery PE department with direct support from the Manager. Working in a collaborative team environment (supporting other Engineers, Construction Management Group, Technicians, Vendors, General Contractors, etc.) to achieve project milestones. Equipment procurement, installation planning to execution, commissioning, pre-production trials, and launch of battery production lines. Participate in advanced cleanliness protocols (clean room) necessary for assigned area of battery manufacturing. Lead and/or support equipment trials at vendors prior to shipping and on the manufacturing floor after installation ensuring all targets are met for safety, quality and productivity. Punchlist item identification, root cause analysis, and countermeasure management KPI summarization, mass-production handover, and production issues support Cross-functional team engagement (domestic and international) to discuss open items and key project schedules/milestones. Creating and maintaining detailed schedules for assigned areas. Maintain budgets for assigned areas. Completing internal and external training What you bring Bachelor's degree or higher in Engineering or similar technical field. 3+ years of equivalent professional experience in a manufacturing environment. Experience in production preparation and execution of capital projects, preferably from initial strategy planning to the start of mass production. Project management experience dealing with capital investments greater than $0.5M. Experience in creating and maintaining detailed schedules including milestone achievement for manufacturing equipment installation. Ability to read and interpret 2D drawings including building facilities and process equipment drawings. Proficiency with Microsoft Office products (Word, Excel, PowerPoint, etc.). Proficiency with 2D and 3D drafting software such as AutoCAD. PLC experience including the ability to Read, interpret and modify. Ability for business travel, both domestic and international up to 10%. Ability to work weekends, holidays, and shutdown periods (such as July and December shutdown) as needed, based on project condition and schedule. SQL / Oracle or other database experience. Experience with Cisco networks and maintain a machine network. Experience using Ignition for programming Andon visualization and other tools. Added bonus if you have Mitsubishi PLC Programming experience SCADA Systems experience MES experience Experience with Kepware software or similar SCADA Data systems
    $83k-125k yearly est. 4d ago
  • U.S. Private Bank - Wealth Advisor - Executive Director

    Jpmorgan Chase 4.8company rating

    Charlotte, NC job

    We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As a Wealth Advisor in the U.S. Private Bank, you will help ensure that our clients' estate, income, tax, philanthropic, and other planning needs are identified and met through a comprehensive understanding of their wealth and objectives. **Job Responsibilities** + Serve as an advisor to clients on personal planning matters + Identify opportunities for the Bank to serve in a current or future fiduciary capacity + Serve as a resource for clients needing solutions regarding executive compensation, retirement planning, and business succession planning + Assist Bankers and other team members in their new business efforts + Cultivate relationships with professional advisors (PAs), principally attorneys and accountants, and coordinate the team's strategy with respect to PA outreach + Deliver in-market educational presentations to internal and external audiences (including prospects, clients, and PAs), write and review articles for internal and external publication, and engage in interviews for articles in trade and general publications, and other media + Support the coordination of sales efforts among Bankers, Investors, Capital Advisors and Trust and Estate Officers **Required Qualifications, Capabilities, and Skills** + Five plus years of complex estate and wealth planning experience + Professional designations required: JD + Recognized expertise in managing the estate planning needs of high-net-worth individuals + Sales experience, including: profiling, overcoming objections, negotiating, team-selling approach, closing the sale and bringing in referrals + Strong knowledge of U.S. and local transfer tax law and local substantive trust law, with the ability to apply that knowledge to client-specific planning situations + Strong knowledge of individual, fiduciary, corporate and partnership income tax laws, with ability to apply that knowledge to client-specific planning situations + Ability to evaluate wealth transfer goals of clients and prospects, identify which of the available techniques are appropriate, explain opportunities to clients and prospects and work with clients and prospects, and their other advisors, to determine best ways to implement **Preferred Qualifications, Capabilities, and Skills** + CPA designation + Ability to partner with clients' other advisors (principally their attorneys and accountants) + Demonstrated understanding of other wealth management disciplines, including investing and credit + Ability to work in a team-based environment JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
    $129k-186k yearly est. 1d ago
  • Tax Supervisor

    Gould Killian CPA Group P.A 3.7company rating

    Gould Killian CPA Group P.A job in Asheville, NC

    Supervisor - Gould Killian CPA Group, P.A. Position Type: Full-Time, Permanent Gould Killian CPA Group, P.A. is a full-service accounting firm that provides excellent client service with a high-level of technical expertise and attention to detail. We have about 55 professional and administrative staff that collaborate across three offices in Asheville, Hendersonville, and Brevard. The Firm operates with integrity and professionalism, which are outlined in our Core Values, while providing a work environment that nurtures professional development and curiosity. Position Overview: Gould Killian CPA Group, P.A. is seeking a supervisor with strong technical, analytical and communication skills. The Supervisor role is the initial level of the management group in the firm, as such they are expected to provide a high-level of technical expertise, review staff and senior accountant work, and actively manage client relationships and workflow. The main focus of the Supervisor position is the accomplishment of fieldwork and the preparation of a product suitable for final review by a Manager or Partner, through both his/her own efforts and that of lower level staff. Job Duties: Workflow and Job Management: Coordinate the logistics of all assigned engagements, assuming responsibility for delegation of work Keep partners and managers fully informed on the progress of the assigned engagements Review and take responsibility for all directed staff accountants' work, both in terms of accuracy and timeliness of completion Technical Skills and Preparation: Be able to review the work of others not only for clerical accuracy, but also to evaluate positions taken in the treatment of items and the implications to the client Perform tax planning functions for client work and recommend actions to be taken Display a high degree of technical and professional competence including keeping current on new developments and the communication of such to staff Develop areas of specialty and expertise Staff Training and Development: Train staff in workpaper/final product preparation through both review notes and hands-on training Participate in the GK Mentor Program and recommend training and development opportunities for staff Assist in the evaluations of staff as requested by a partner or the Employee Success & Training Coordinator Professional Development & Promotion: Accompany partners and/or managers on prospective client meetings Develop business contacts and referral sources for new clients Maintain ongoing contact with existing clients throughout the year to determine new services to be offered Develop the ability to recognize issues and form a preliminary solution before presenting to manager/partner Take a leadership role among Senior Staff, join firm committees as requested, and participate in firm administration Skills & Abilities: Excellent communication skills, including in-person, phone, and written communications Demonstrate the ability to analyze complex financial data and draw reasonable conclusions Demonstrate professionalism, both in your appearance and bearing Maintain strict confidentiality of all clients and the firm business Follow firm procedures and comply with firm policies as outlined in the employee manual Ability to work overtime as needed throughout the year Qualifications: Bachelor's Degree in accounting or a related field CPA license At least 5 years' experience in public accounting or a related field, with at least 2 years of experience supervising staff and reviewing their work Benefits: Paid Vacation and Holidays Group Health Insurance Short-Term/Long-Term Disability Insurance Health Savings Plan (HSA) Quarterly Firm contribution for eligible employees Medical Reimbursement Plan (MRP) 401(k) Retirement Plan Employer Matching for eligible employees Discretionary Profit-Sharing plan contributions Access to Continuing Professional Education (CPE) courses and in-house training to develop your technical skills and meet your certification requirements *This is not an exhaustive list of benefits provided by the Firm. Any benefits listed here are subject to change based on management decisions.
    $30k-46k yearly est. Auto-Apply 60d+ ago
  • Seasonal Tax Preparer in Walmart

    Jackson Hewitt-3164 4.1company rating

    Spring Lake, NC job

    Benefits: Bonus based on performance Employee discounts Flexible schedule Opportunity for advancement The ideal candidate is a resourceful self-starter who works well independently, and part of a team. Someone who can adapt quickly to changing priorities and loves connecting to clients in a high-energy environment. Situated within one of the largest retailers, Walmart, you'll have the opportunity to tap into a vast customer base and experience the rewards of handling a larger book of business, allowing you the potential to earn higher compensation by adding this side gig - or growing a new career - at Jackson Hewitt. Experience is not required, we do train. Pay is based on experience and availability. We offer employee benefits and opportunity to earn additional incentives to include seasonal bonus. As a Seasonal Tax Preparer in Walmart, you will: Work within one of our Walmart kiosk locations Assist clients via one-on-one tax interviews and answer questions from walk-ins Proactively engage with Walmart customers and employees Complete tax preparation training, and demonstrate a willingness to learn Utilize basic computer skills Be supported by exceptional leadership and knowledgeable tax preparers, ensuring you're never alone Experience the best of both worlds: the camaraderie of a team, combined with the autonomy of working independently No matter your work background or experience level, we welcome you to apply! Perks: Hourly pay + competitive bonus program Flexible Schedule Options - Work that works for you! Corporate discount program Free tax preparation training and PTIN registration Free continuing tax education Enrolled Agent materials and testing reimbursement Discounted Friends and Family tax returns (terms apply) If you're looking for a rewarding opportunity to learn new skills and make an impact, apply today! PTIN Certification: Yes By submitting this form, I hereby acknowledge that most Jackson Hewitt locations are operated by independent franchisees and not Jackson Hewitt or its affiliates. I further acknowledge that franchisees are independent employers and separate companies and employers from Jackson Hewitt Inc., and set their own employment policies and practices. Franchisees are the exclusive employer of their employees and as such are solely responsible for all employment-related matters and decisions in their locations. Specifically, with regard to employees of franchisees, such franchisees, and not Jackson Hewitt, will have exclusive control over all employment-related decisions, including decisions concerning hiring, firing, wages, conditions of employment, discipline, staffing, or any other day-to-day employment issue. Jackson Hewitt Inc. will have no obligation or right to control any franchise employment issue relating to employees of a Jackson Hewitt franchisee. By applying for a job at a franchise-operated location, I understand that the information I provide will be forwarded to the franchisee in order for that organization to reach out to me and process and evaluate my application. I acknowledge that Jackson Hewitt will not receive a copy of my employment application and will have no involvement in any employment decisions regarding me, including whether I receive an interview or whether I am hired to work for the franchisee. I understand that I need to contact the relevant franchisee for information about its privacy practices. Any communications opt-out that I submit in any franchisee's job application process is specific to that franchisee and will not be communicated to any other entity.
    $31k-52k yearly est. 1d ago
  • Director Derivatives FX Capital Markets

    First Citizens 4.8company rating

    Charlotte, NC job

    This is a hybrid role, with the expectation that time working will regularly take place inside and outside of a company office. The Director, Interest Rate Derivatives (IRD) Sales works on the derivative sales team within Global Banking and Markets Solutions. This position will be expected to drive IRD revenue with a heavy emphasis on the middle market client segment. Success in this role will be a function of leveraging internal and external relationships while providing high-level client service and risk management solutioning. Responsibilities New Business Development and Relationship Management Searching for IRD opportunities within both existing client portfolios as well as target prospect pipelines Pro-activelydevelop and maintain strong relationships with key clients and prospects Drive culture of proactive business development, setting ambitious targets for client outreach and new business acquisition Develop and implement strategic account plans to grow existing client relationships and increase wallet share Collaborate with other business units to create and deliver comprehensive, innovative solutions that address clients' evolving needs Partner with other segment leaders to relentlessly pursue cross-sell channels and opportunities to enhance overall business performance Constantly seek out and pursue new business opportunities, leveraging market intelligence and industry trends to identify potential clients and opportunities Market Knowledge and Deal Execution Demonstrate mastery of interest rate derivative products (swaps, caps, collars, options and cross-currency swaps) Advanced knowledge of corporate financial risk management as it pertains to IRD, especially around the ability to successfully pitch and close hedging structures with clients and prospects Intense interest in and knowledge of market trends, monetary policy, geopolitical events, and other factors that influence directionality of the broader financial markets Demonstrated understanding of pricing and quoting dynamics around sophisticated corporate IRD hedging products Work alongside trading, middle, and back-office functions to support client trading activity Product Strategy and Implementation Contribute to the development of sales strategies and go-to-market plans Understanding of IRD product needs for middle market and small corporate clients and the ability to partner with product partners to fill identified gaps Conduct effective on-boardingincluding documentation, credit lines, and platform setups Knowledge, Skills and Competencies Highly proactive Expert understanding of financial markets, products, and risk management strategies Familiarity with hedge accounting and relevant corporate accounting rules and standards that most impact our clients Excellent communication and presentation skills with both internal and external audiences Experience covering middle market and small corporate relationships Ability to work effectively in a fast-paced, dynamic environment Strong ethical standards and commitment to a risk management and compliance culture Demonstrated self-starter with the ability to organically form internal and external relationships autonomously Strategic thinking and problem-solving capabilities Proficiency in financial analysis and client portfolio management Advanced negotiation and relationship-building skills Qualifications Bachelor's Degree and 6 years of experience in Interest Rate Derivatitves (IRD) OR High School Diploma or GED and 10 years of experience in Interest Rate Derivatitves ( IRD) Preferred Education: Bachelor 0s Degree Preferred Area of Study: Business, Finance, Economics Preferred Area of Experience: Derivatives, FX, Commodities Skills: Strong financial markets acumen, Advanced knowledge of IRD products, Ability to price and quote derivatives, Communication skills (CFO level), Sound internal operations understanding, Understand hedging needs of clients, Internal and external deal sourcing, Partner to bank RMs Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at **************************************** #J-18808-Ljbffr
    $109k-147k yearly est. 4d ago
  • Fraud Analytics and Innovation Lead Analyst

    Bank of America 4.7company rating

    Charlotte, NC job

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Summary: This job is responsible for performing more complex analysis aimed at improving portfolio risk, profitability, performance forecasting, and operational performance for consumer products and related divisions, such as credit cards. Key responsibilities include applying knowledge of multiple business and technical-related topics, independently driving strategic improvements, large-scale projects, and initiatives. Job expectations include working with business counterparts within the line of business and partner organizations (e.g.,. Risk, Product, etc.). This job is responsible for performing more complex analysis aimed at improving fraud prevention while driving responsible growth and performance for consumer products and related divisions such as Health Savings Accounts. Key responsibilities include applying knowledge of multiple business and technical-related topics and independently driving strategic improvements, large-scale projects, and initiatives. Job expectations include working with business counterparts within the Line of Business and partner organizations including Risk and Product teams. Performs multiple complex analysis to to extract data and uses multiple databases to acquire. Utilizes portfolio trends to propose policy/procedural changes within segmentation structure to produce optimal results. Excels at risk/reward trade off. Build relationships with business partners. Duties primarily include the regular use of discretion, independent judgment, the ability to communicate with multiple levels of management and the utilization of core leadership behaviors. Responsibilities: Performs complex analysis of financial models, market data, financial data, and portfolio trends to understand product performance and improve portfolio risk, profitability, performance forecasting, and operational performance Coaches and mentors peers to improve proficiency in a variety of systems and serves as a subject matter expert on multiple business and technical-related topics Identifies fraud trends based on industry and portfolio conditions and communicates findings to senior management Supports execution of large scale projects, such as platform conversions or new project integrations by conducting advanced reporting and drawing analytics based insights Drive analytics to develop fraud mitigation rules, carefully striking the balance across fraud risk, client impact, operational costs and revenue implications with focus on Health Savings Accounts and related products Proactively managing fraud risk by urgently responding to immediate threats while keeping an eye toward future risks, vulnerabilities, and changes to the fraud landscape Consistently challenge the status quo to find opportunities to develop and refine our fraud policies and procedures, working closely with the business, operations, and policy partners Drive discovery and documentation of end-to-end fraud processes to identify current controls, vulnerabilities, and enhancement opportunities Performs complex analysis of financial models, market data, financial data, and portfolio trends to understand product performance and improve portfolio risk, profitability, performance forecasting, and operational performance Coaches and mentors peers to improve proficiency in a variety of systems and serves as a subject matter expert on multiple business and technical-related topics Identifies business trends based on economic and portfolio conditions and communicates findings to senior management Supports execution of large scale projects, such as platform conversions or new project integrations, by conducting advanced reporting and drawing analytics based insights Required Qualifications: Minimum 3 years SAS/SQL Coding knowledge and/or experience Ability to manage multiple projects in a complex and rapidly-changing environment Ability to work independently as well as part of a team Demonstrate strong analytical skills Previous risk/fraud analysis, strategy development, or related experience Strong written and oral communication skills Intellectually curious and willing to dive into complete issues\problems and solve Desired Qualifications: 5+ years of risk analysis, strategy development, or related experience 5+ years of SAS or SQL Coding experience Prior experience in Authentication, Fraud, Debit Card or other related risk fields Functional knowledge of multiple products and/or channels (e.g. Credit, Debit, Digital, Call Center, etc.) Experience managing relationships and projects with external vendor partners Skills: Analytical Thinking Business Analytics Data and Trend Analysis Fraud Management Problem Solving Collaboration Innovative Thinking Monitoring, Surveillance, and Testing Presentation Skills Risk Management Data Visualization Interpret Relevant Laws, Rules, and Regulations Issue Management Oral Communications Written Communications Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - IL - Chicago - 110 N Wacker Dr - Bank Of America Tower Chicago (IL4110), US - MA - Boston - 100 Federal St - 100 Federal St Lp (MA5100) Pay and benefits information Pay range$148,900.00 - $165,300.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
    $148.9k-165.3k yearly Auto-Apply 60d+ ago
  • Investment Banker, Vice President - Fund Solutions

    Wells Fargo 4.6company rating

    Charlotte, NC job

    Corporate & Investment Bank (CIB) delivers a comprehensive suite of banking, capital markets and advisory solutions, including a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. We focus on our clients' overall financial needs, with consideration and respect for their total relationship with Wells Fargo. About this role: The Fund Finance team provides fund-level financing to private equity funds and other asset managers through structured credit facilities. Fund Finance is part of the Corporate and Investment Bank (CIB). Team members support our focus on building strong customer relationships balanced with a strong risk mitigation and compliance-driven culture that firmly establishes those disciplines as critical to the success of our customers and company. As part of the broader Fund Finance team, the Fund Solutions team focuses on providing asset managers differentiated Fund Finance products spanning across Net Asset Value (NAV) financing, Structured Products (Collateralized Fund Obligations/Feeders), Advisory Services and Capital Raising Solutions. The Fund Solutions product set spans across a wide array of financing and capital raising solutions which may be suitable for the bank's balance sheet and/or distribution to the growing non-bank lender universe (e.g., Insurance Companies and Private Credit Investors). Fund Solutions is looking for an experienced Vice President to lead the origination, structuring and execution of Fund Solutions products. This role will spearhead the origination, structuring and portfolio management of NAV lending transactions. The candidate's responsibilities will also span across the broader Fund Solutions body of work, including: pitching clients and business development, content creation, structured product execution, credit underwriting, rating agency work, portfolio management, transaction distribution/syndication, and internal policy development and refinement. Given the breadth of the Fund Solutions product set, the team is searching for a dynamic candidate with the ability to think independently and help build a fast-growing team within Fund Finance. In this role, you will: * Lead the development and execution of Fund Solution's NAV lending strategy, inclusive of originating and maintaining a portfolio of primary and secondary NAV transactions. * Work with clients to understand financing needs and provide tailored solutions including structuring transaction deal terms and corresponding term sheets; * Lead due diligence reviews including evaluating financial statements, fund documents and legal agreements; * Run client due diligence meetings; * Write detailed credit and approval committee memos, both independently and in partnership with deal team members; * Lead negotiation of legal documentation with the support of internal and external counsel; * Assist with transaction distribution/syndication to non-bank lenders, including developing syndication strategy and partnering with lenders to understand transaction details; * Negotiate, structure, and execute amendments and other facility modifications; * Ensure completion of all Fund Solution's required Annual reviews; * Maintain oversight of the Fund Solutions credit portfolio, inclusive of internal credit ratings, transaction performance, underlying asset trends, and collection/verification of all on-going reporting; * Lead the buildout and ongoing monitoring of credit portfolio analysis, including creating a quarterly trends report and summary performance of each loan; * Manage and refine Fund Solution's lending framework/policy, underwriting procedures, and partnerships with internal groups across Wells Fargo (including Sponsor Portfolio Management); * Partner closely with Wells Fargo Independent Risk Management on transactions and portfolio construction. Other General Responsibilities: * Create pitches/term sheets across the Fund Solutions product set, which are often in PowerPoint format; * Assist with structured product organization, including structuring and distribution; * Partner on NAV advisory engagements; * Work closely with rating agencies to obtain debt ratings; * Partner with analysts and internal partners to manage internal compliance, booking, and funding processes; * Be a leader in the Fund Solutions team, including driving a positive culture, recruiting, and advocating for the team. Required Qualifications: * 5+ years of Investment Banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: * Experience with originating and monitoring subscription facilities, NAV facilities, asset backed finance facilities, leveraged cash flow lending facilities, securitizations, or other structured products is strongly preferred. * Knowledgeable of private capital, fund finance, and structured finance industries including structure (e.g. waterfall, amortization profile, etc.), investment strategies, cash flows, performance metrics, and various product use cases. * Strong analytical skills with high attention to detail and accuracy. * Experience creating pitchbooks in Microsoft PowerPoint. * Ability to manage a high-volume workload while maintaining excellence and consistency of work. Ability to quickly change focus and stay organized is a must. * Ability to work effectively, as well as independently, in a team environment. * Excellent verbal, written, and interpersonal communication skills. * Experience reading, negotiating, and/or interpreting legal documents. * High level of personal motivation. Does more than what is asked for and anticipates questions/issues. * Direct client interaction experience, including some experience interacting with senior decision makers. * Willingness to work 50+ hours per week, depending on workload. Job Expectations: * Ability to travel up to 25% of the time * Registration for FINRA Series 63 (or 66) must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted. * Registration for FINRA Series 79 must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted. * Registration for Securities Industry Essentials (SIE) exam must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted * This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents. * Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process. Posting Locations: * 550 S Tryon St., Charlotte, NC * 500 W 33rd St., New York, NY Base Pay: * Base pay for this position in New York City is $250,000 USD Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $185,000.00 - $300,000.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. * Health benefits * 401(k) Plan * Paid time off * Disability benefits * Life insurance, critical illness insurance, and accident insurance * Parental leave * Critical caregiving leave * Discounts and savings * Commuter benefits * Tuition reimbursement * Scholarships for dependent children * Adoption reimbursement Posting End Date: 25 Jan 2026 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
    $93k-140k yearly est. 8d ago

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Gould Killian CPA Group P.A. may also be known as or be related to Gould Killian CPA Group, Gould Killian CPA Group P.A., Gould Killian CPA Group PA and Gould Killian Cpa Group P.a.