26 Budgeting jobs in Charlotte

In Strategy & Consulting we work with C-suite executives, leaders and boards of the world's leading organizations, helping them reinvent every part of their enterprise to drive greater growth, enhance competitiveness, implement operational improvements, reduce cost, deliver sustainable 360° stakeholder value, and set a new performance frontier for themselves and the industry in which they operate. Our deep industry and functional expertise is supported by proprietary assets and solutions that help organizations transform faster and become more resilient. Underpinned by technology, data, analytics, AI, change management, talent and sustainability capabilities, our Strategy & Consulting services help architect and accelerate all aspects of an organization's total enterprise reinvention.
We are:
Finance Risk & Compliance, and we give finance execs the sounding board they need. Value isn't just about maintenance. It's about zeroing in on smart, sustainable ways to grow, and finding the right tools to keep everything on track. We've got the deep industry experience, the functional insights, the data power, and the digital tech leadership to help our clients make important changes. Whether we're breaking down meaningful analytics, designing the perfect finance platforms, or building from current risk and compliance models to get ready for the future, we solve our clients' toughest problems. Visit us here to find out more about Finance Risk & Compliance. ( are:
An expert decision-maker and a clear communicator. You're always looking for better and more efficient ways to manage risk. When you say its time to bring in new solutions or change the way things are done, clients listen. They know you'll walk them through the process - in person and on paper. Everyone's happy, because they have the right tools to stay compliant and new ways to create value.
The work:
· Assess risk and develop mitigation strategies for top-tier financial services organizations
· Support and share knowledge with project teams and use analytics to find new ways of working that put people and process first
· Manage project teams, deliverables and budgets across workflows
· Attract new business by creating thoughtful proposals and building strong client relationships
· Show clients where and how to benefit from a more flexible workforce
· Use design-led thinking to improve customer experience
· Help grow the practice by championing Accenture initiatives and products
· Stay on top of how new regulations and technologies affect our clients' businesses - and ours
Travel:
Travel requirements based on client needs
+ Minimum of 2 years of client facing consulting experience in risk and regulatory management consulting
+ Minimum of 7 years of experience with a proven track record in one of the following areas:
+ Treasury organizational structure and transformation
+ Capability maturity transformations including gap assessments, target operating model design, build, implementation and roll-out
+ Good understanding of underlying end to end data, tech and operational capabilities for complex treasury function
+ Balance sheet and treasury management:
+ Liquidity and cash management: Cash management and cash flow forecasting and analytics (liquidity, deposits, balance sheet etc.), intraday liquidity, liquidity stress testing, LCR, NSFR
+ Contingency funding planning, Recovery and resolution planning
+ Capital management and stress testing (CCAR), scenario management and management
+ Reg reporting FR2052, FR-Y-14
+ Data management, technology and platforms
+ Credit risk management
+ Policy and governance
+ Portfolio management and analytics (risk ratings, loss forecasting, early warning, management reporting), reporting and regulatory compliance (including CECL/IFRS9 etc.),
+ Credit risk data management, technology and platforms
+ Counterparty Credit / Market risk management including IR, FX, Equity etc.
+ Policy and governance
+ Economic Value of Equity, Net Interest Income and IRRBB
+ Portfolio management and analytics (e.g., VaR, ESs, XVAs etc.), regulatory compliance and reporting including FRTB, FFIEC etc.
+ Market risk data management, technology and platforms
+ Resolution and Recovery Programs and 165D plans across Capital, Liquidity, Governance Mechanisms, Operational, Legal Entity Rationalization, Insured Depository Institution Resolution, Derivatives and Trading.
+ Experience with a minimum of 1 year of the following:
+ Developing and advising points of view on balance sheet and financial risk management
+ Managing projects and/or client consultations in the Treasury domain
+ Balance sheet management and/or financial risk management and relevant SR letter knowledge
+ Leading large engagement teams and people development
+ Bachelor's degree
Compensation at Accenture varies depending on a wide array of factors, which may include but are not limited to the specific office location, role, skill set, and level of experience. As required by local law, Accenture provides a reasonable range of compensation for roles that may be hired in California, Colorado, District of Columbia, Illinois, Maryland, Minnesota, New Jersey, New York or Washington as set forth below. We accept applications on an on-going basis and there is no fixed deadline to apply.
Information on benefits is here. ( Location Annual Salary Range
California $132,500 to $02,400
Colorado 132,500 to 261,300
District of Columbia 141,100 to 278,200
Illinois 122,700 to 261,300
Minnesota 132,500 to 261,300
Maryland 122,700 to 241,900
New York/New Jersey 122,700 to 302,400
Washington 141,100 to 278,200
What We Believe
We have an unwavering commitment to diversity with the aim that every one of our people has a full sense of belonging within our organization. As a business imperative, every person at Accenture has the responsibility to create and sustain an inclusive environment.
Inclusion and diversity are fundamental to our culture and core values. Our rich diversity makes us more innovative and more creative, which helps us better serve our clients and our communities. Read more here ( Employment Opportunity Statement
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For details, view a copy of the Accenture Equal Employment Opportunity and Affirmative Action Policy Statement ( .
Requesting An Accommodation
Accenture is committed to providing equal employment opportunities for persons with disabilities or religious observances, including reasonable accommodation when needed. If you are hired by Accenture and require accommodation to perform the essential functions of your role, you will be asked to participate in our reasonable accommodation process. Accommodations made to facilitate the recruiting process are not a guarantee of future or continued accommodations once hired.
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Other Employment Statements
Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States.
Candidates who are currently employed by a client of Accenture or an affiliated Accenture business may not be eligible for consideration.
Job candidates will not be obligated to disclose sealed or expunged records of conviction or arrest as part of the hiring process.
The Company will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. Additionally, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the Company's legal duty to furnish information.

**Alternate Locations:** Radnor, PA (Pennsylvania); Charlotte, NC (North Carolina); Fort Wayne, IN (Indiana); Greensboro, NC (North Carolina); Hartford, CT (Connecticut); Omaha, NE (Nebraska)
**Work Arrangement:**
Hybrid Preferred : Preferred employee will work 3 days a week in a Lincoln office
**Relocation assistance:** is not available for this opportunity.
**Requisition #:** 74911
**The Role at a Glance**
We are seeking an AVP, Risk Management to join the Financial Risk oversight team, which is a part of the broader Enterprise Risk Management (ERM) function in the Office of the CRO. This team is focused on setting the parameters of risk management as they relate to the various financial risks, such as reinsurance and liquidity. This is a relatively new, dedicated oversight role at Lincoln, as ERM continues to grow! This position will play a pivotal role in building out the Reinsurance oversight function and partnering to support the liquidity risk oversight function that intersects multiple teams across the enterprise, spanning Lincoln's product suite.
You will work closely with risk managers to monitor risk exposures, assess risk mitigation strategies, and ensure compliance with regulatory requirements. The ideal candidate will have strong quantitative skills, experience with reinsurance and financial instruments, and a deep understanding of risk management practices.
**What you'll be doing**
-Build out independent reinsurance risk reporting that captures risk profiles, monitors performance, various triggers, etc.
-Support the development of liquidity risk frameworks through partnerships across the organization and thought leadership and expertise in risk management practices.
-Evaluate and monitor risks associated with strategic initiatives and existing infrastructure, including captives, affiliate transactions, and financial engineering solutions.
-Partner with reinsurance, finance, and business unit teams to ensure the implementation and effectiveness of risk management systems, tools, and models
-Collaborate with first line partners to design and continuously improve the risk appetite framework, including setting risk limits, thresholds, and reporting procedures
-Work with front-office teams to understand strategic initiatives, financial risks, and trading strategies, ensuring that risks are appropriately managed
-Provide effective challenge to strategic and tactical decisions
-Maintaining knowledge on current and emerging developments/trends in areas of specialization, assessing potential impacts and risks to Lincoln, and providing insights to management.
-Provide thought leadership on improvements to technological and operational efficiencies
**What we're looking for**
**_Education_**
-Bachelor's degree in Finance, Mathematics, Actuarial Science, or a related field.
-Master's degree or relevant professional certifications (e.g., CFA, FRM, FSA, CQF) is a plus.
**_Experience_**
-8+ years of experience in market risk management, financial analysis, or a related field, preferably within the financial services or investment banking industry. Experience working in a second line market risk oversight role is a plus.
-Solid understanding of reinsurance structures including but not limited to captives and offshore entities.
-Excellent quantitative and analytical skills with the ability to translate complex data into actionable insights.
-Strong written and verbal communication skills, with the ability to present complex risk information to senior stakeholders.
-High level of attention to detail, with the ability to identify and assess risks accurately and promptly.
-Strong programming skills (Python, VBA, SQL, etc.)
-Working knowledge of visualization software such as Tableau, PowerBI, etc.
-Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
-Knowledge of insurance capital structures is a plus.
-Ability to read, analyze and interpret both internal and external documents such as general media/publications, professional journals, technical procedures, governmental regulations, policies, proposals, and standard operating procedures.
-Ability to work collaboratively in cross-functional teams and manage multiple priorities.
**Application Deadline**
Applications for this position will be accepted through November 1st, 2025 subject to earlier closure due to applicant volume.
**What's it like to work here?**
At Lincoln Financial, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future.
**What's in it for you:**
+ Clearly defined career tracks and job levels, along with associated behaviors for each of Lincoln's core values and leadership attributes
+ Leadership development and virtual training opportunities
+ PTO/parental leave
+ Competitive 401K and employee benefits ( Free financial counseling, health coaching and employee assistance program
+ Tuition assistance program
+ Work arrangements that work for you
+ Effective productivity/technology tools and training
The pay range for this position is $125,800 - $229,100 with **anticipated pay for new hires between the minimum and midpoint of the range** and could vary above and below the listed range as permitted by applicable law. Pay is based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the role. The base pay is just one component of Lincoln's total rewards package for employees. In addition, the role may be eligible for the Annual Incentive Program, which is discretionary and based on the performance of the company, business unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln's standard benefits package.
**About The Company**
Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future. We focus on identifying a clear path to financial security, with products including annuities, life insurance, group protection, and retirement plan services.
With our 120-year track record of expertise and integrity, millions of customers trust our solutions and service to help put their goals in reach.
Lincoln Financial Distributors, a broker-dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors, and their respective employees, representatives and/or insurance agents do not provide tax, accounting or legal advice.
Lincoln is committed to creating an inclusive ( environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
Follow us on Facebook ( , X ( , LinkedIn ( , Instagram ( , and YouTube ( . For the latest company news, visit our newsroom ( .
**Be Aware of Fraudulent Recruiting Activities**
If you are interested in a career at Lincoln, we encourage you to review our current openings and apply on our website. Lincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers. These scams can take many forms including fake employment applications, bogus interviews and falsified offer letters.
Lincoln will not ask applicants to provide their social security numbers, date of birth,

Description
Summary:Huntington's Director, Portfolio Management will manage a book of business in the

Our client, a premier management consultancy firm, is looking for a seasoned Management Consultant to join their practice in Charlotte, North Carolina, US . This role is office-based, providing a collaborative environment for developing innovative solutions for clients in the financial services sector. You will be at the forefront of advising leading banks, investment firms, and insurance companies on strategic planning, operational efficiency, digital transformation, and risk management. Responsibilities include conducting in-depth client interviews, analyzing business processes, identifying areas for improvement, and developing data-driven recommendations. You will also be responsible for creating compelling client presentations, managing project timelines, and fostering strong client relationships. A deep understanding of financial markets, regulatory landscapes, and current industry trends is crucial. The ideal candidate will possess exceptional analytical and problem-solving skills, a strong business acumen, and the ability to influence decision-making at senior executive levels. Experience in project management and a proven track record of successfully delivering complex consulting engagements are essential. You will work as part of a high-performing team, contributing to business development efforts and the firm's intellectual capital. Travel to client sites will be required as needed. This position offers unparalleled opportunities for professional growth, exposure to diverse business challenges, and the chance to shape the future of the financial services industry. We are looking for a strategic thinker with excellent communication and interpersonal skills who thrives in a fast-paced, client-facing environment.

Job Description

Job Description

Launch Your Career with New York Life – From Financial Professional to Future Leader

Are you a talented and adaptable professional looking for a new challenge? Do you have the ambition to grow into a leadership role where you can make a real impact?

At New York Life, we believe in investing in our people. From day one, you’ll receive comprehensive training and ongoing support to help you thrive as a financial professional. We’ll equip you with essential skills in:

• Marketing and branding
• Business development
• Client relationship management
• Financial needs analysis

As you grow in your role, we’ll continue to invest in your development by preparing you for a career in management . Through a structured training path and access to state-of-the-art tools and mentoring, you’ll be ready to take the next step and lead a team of your own.

If you’re ready to use your experience to drive your success—and to help others do the same—New York Life is ready for you.

Start your journey. Grow your career. Lead the way.

What we’re looking for:

We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses, motivated people who can answer yes to one of the following questions:

• Do you have sales or managerial experience in another industry?
• Have you previously run a business?
• Do you have an MBA or other equivalent degree?

Compensation:

$60,000 - $150,000 yearly

Responsibilities:

The Accelerated Path to Management Program is a structured, two-phase career track with New York Life:

Phase 1 – Financial Professional (First 12 Months)

• Purpose : Learn the business from the ground up
• Responsibilities : Sell New York Life’s financial products, build client relationships, and meet performance requirements
• Training & Support:
• Full onboarding and product training
• Access to digital tools and a wide range of competitive products (life insurance, annuities, long-term care, disability income insurance, investment products, etc.)
• Securities licensing and FINRA registration (must be affiliated with NYLIFE Securities before offering investment products)

Phase 2 – Transition to Management (Next 6 Months)

• Prerequisite: Must meet specific performance and licensing requirements in Phase 1
• Program: Six-month Associate Partner training focused on leadership and management skills
• Responsibilities:
• Recruit, coach, and manage a team of financial professionals
• Drive performance through mentoring and leadership

Career Path: Ongoing opportunities for promotion into higher management levels.

Key Takeaways:

• This program is designed for ambitious professionals who want both sales and leadership experience
• It’s a hybrid path: you gain credibility and insight by first succeeding in the role you’ll later manage
• Success requires meeting sales targets, securing necessary licenses, and demonstrating leadership potential early

Qualifications:

Required Licenses & Certifications

• Have or be willing to obtain :
• FINRA Series 7, 63, 65, or 66 registrations
• Life and Health insurance licenses

Experience & Education

• Minimum: 2+ years of industry or sales management experience
• Education: Master's degree or equivalent professional experience

Core Competencies

• Proven ability to lead and manage teams effectively
• Strong sales, leadership, and communication skills
• Demonstrated track record of meeting or exceeding performance targets
• Comfortable working in a team-based environment

Professional Skills & Traits

• Highly organized and detail-oriented
• Excellent time management skills
• Ability to inspire, motivate, and coach others to achieve goals

NORTH AND SOUTH CAROLINA RESIDENTS ONLY.

This is not a remote position.

About Company

New York Life is a Fortune 100 company created in 1845 with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of clients.

New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A+), Standard & Poor’s (AA+), Moody’s Investors Service (Aaa), & Fitch (AAA)¹. For 69 consecutive years, we have led the Million Dollar Round Table (MDRT) with more members than any other insurance or financial institution in the world.

1-Source: 3rd Party Ratings Reports as 11/17/23.

2- SOURCE: MDRT 7/2023.

You are strategic, resilient, engaging with people, and a natural self-starter. You have a passion for solving complex problems. Years of expertise in a combination of information technology, retail banking, wealth management, asset management, and capital markets. If this sounds like you, this could be the perfect opportunity to join EPAM as a **Senior Director,

Our client, a premier management consulting firm, is seeking a highly skilled and results-oriented Senior Management Consultant to join their practice specializing in the financial services industry. This role is based in **Charlotte, North Carolina, US**, and requires significant travel to client sites. You will be responsible for leading client engagements, delivering strategic recommendations, and driving operational improvements for leading financial institutions.

Key responsibilities include diagnosing client business issues, developing innovative solutions, and managing the implementation of change initiatives. You will lead project teams, conduct in-depth market research and competitive analysis, and develop business cases to support strategic recommendations. This role involves building and maintaining strong client relationships, acting as a trusted advisor to senior executives. You will contribute to proposal development and business development activities, helping to expand the firm's client base. Expertise in areas such as digital transformation, regulatory compliance, risk management, or operational efficiency within financial services is highly valued.

The ideal candidate will have an MBA or Master's degree in a relevant field, combined with a minimum of 7 years of experience in management consulting or a senior strategic role within the financial services sector. Proven experience in leading complex projects and managing client expectations is essential. Exceptional analytical, problem-solving, and communication skills are required, along with strong presentation abilities. You must be adept at navigating complex organizational structures and driving consensus among diverse stakeholder groups. This is an exciting opportunity to work on high-impact projects, develop your consulting expertise, and build a rewarding career in a dynamic industry.

Our client is a premier management consultancy firm seeking a seasoned Principal Management Consultant to lead strategic initiatives within the financial services sector. Based in Charlotte, NC, this role offers a hybrid work arrangement, combining remote flexibility with essential in-office collaboration. You will be responsible for developing and executing cutting-edge strategies for banks, investment firms, and insurance companies, addressing critical challenges such as digital transformation, regulatory compliance, risk management, and market expansion. This senior role requires a deep understanding of the financial services landscape, including emerging FinTech trends and evolving customer expectations. You will mentor and manage teams of consultants, ensuring the delivery of high-quality, impactful client solutions. Responsibilities include conducting in-depth industry analysis, formulating strategic recommendations, and guiding clients through complex implementation processes. You will build and maintain strong relationships with senior executives, acting as a trusted advisor. The ideal candidate possesses exceptional analytical, problem-solving, and interpersonal skills, with a proven ability to lead complex projects and drive business results. A strong track record of business development and contributing to practice growth is also highly valued. This role demands a strategic thinker with a passion for innovation and a commitment to client success. Key responsibilities will involve:

• Leading strategic client engagements in the financial services industry.
• Developing innovative solutions for complex business challenges.
• Managing and mentoring consulting teams.
• Conducting market and competitive analysis.
• Building and nurturing strong client relationships at the executive level.
• Contributing to thought leadership and practice development.
• Identifying and pursuing new business opportunities.
Qualifications:

• MBA or Master's degree in a relevant field.
• 10+ years of consulting experience, with a significant focus on financial services.
• Demonstrated experience in leading large-scale strategic projects.
• In-depth knowledge of banking, capital markets, or insurance sectors.
• Exceptional analytical, problem-solving, and communication skills.
• Proven leadership and team management abilities.
• Experience with hybrid work environments and collaborating across distributed teams.

Our client is seeking a seasoned Senior Management Consultant with expertise in Financial Services Strategy to join their dynamic practice in Charlotte, North Carolina, US . This role is pivotal in advising financial institutions on critical strategic initiatives, including market entry, product development, regulatory compliance, operational efficiency, and digital innovation. You will lead engagements, conduct rigorous market analysis, develop actionable strategies, and guide clients through complex implementation challenges. The ideal candidate will possess a deep understanding of the financial services landscape, including banking, capital markets, and insurance sectors, along with exceptional analytical, problem-solving, and client-facing skills. You will collaborate with senior executives to shape their strategic direction and drive sustainable growth.

Key responsibilities include:

• Leading strategic consulting engagements for clients in the financial services industry.
• Conducting in-depth market analysis, competitive intelligence gathering, and financial modeling.
• Developing comprehensive strategies for areas such as digital transformation, customer experience enhancement, and operational excellence.
• Advising clients on regulatory changes, risk management, and compliance strategies.
• Identifying opportunities for mergers, acquisitions, and divestitures within the financial sector.
• Managing project teams and ensuring the delivery of high-quality, data-driven recommendations.
• Building and maintaining strong relationships with senior client stakeholders.
• Presenting findings and strategic recommendations to executive leadership.
• Contributing to business development, including proposal writing and client relationship management.
• Mentoring junior consultants and fostering a collaborative team environment.

Required qualifications:

• MBA or Master's degree in Finance, Economics, Business Administration, or a related field.
• Minimum of 7 years of experience in management consulting or strategic roles within the financial services industry.
• Proven expertise in financial services strategy, operations, and regulatory frameworks.
• Demonstrated ability to lead complex, client-facing projects and deliver significant business impact.
• Exceptional analytical, quantitative, and problem-solving skills.
• Strong understanding of financial markets, products, and industry trends.
• Excellent communication, presentation, and interpersonal skills.
• Experience with change management and implementation support is highly desirable.

This position offers a highly competitive compensation package, substantial performance-based bonuses, and significant opportunities for professional growth and leadership within a top-tier consulting firm.