What Jobs are available for Senior Financial Management in Charlotte?
Showing 74 Senior Financial Management jobs in Charlotte
Corporate Trust Financial Management Analyst
Posted 8 days ago
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**Job Description**
Job Description
This position works within the Global Corporate Trust business unit and is responsible for cash and asset management of trust accounts including monitoring and investment of balances, valuations of assets and collateral, and the proper funding of accounts in compliance with governing trust documents. Uses bond financing documents, along with internal control mechanisms, to interpret the amount and timing of cash and asset movements. Prepares trust accounting system entries, calculating and executing debt retirements, and other account transaction duties. Interacts with specialized units to provide meaningful quality measurements to account managers to ensure that cash and asset management procedures are followed, and legal document requirements are met. May also involve some direct client interaction.
Basic Qualifications
- Associate's degree or technical education, or equivalent work experience
- Two to three years of related experience
Preferred Skills/Experience
- Working knowledge of investments, accounting transactions, and client service
- Ability to interpret bond financing documents to decipher all aspects of cash and asset transactions relating to the account
- Ability to perform mathematical calculations which can include percentages, ratios, and bond interest as applicable
- Well-developed analytical and problem-solving skills
- Proficient computer navigation skills using a variety of software packages including Microsoft Excel
- Systems experience with Trust Accounting and Bond Accounting systems preferred
_This role has multiple levels, open to candidates with 2+ years of experience. The successful candidate will be hired for the level of the position that aligns with their experience. Please note that the salary range provided corresponds to the lowest level of the position posted._
**Location expectations**
The role offers a hybrid/flexible schedule, which means there's an in-office expectation of three (3) or more days per week.
If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants ( .
**Benefits:**
Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):
+ Healthcare (medical, dental, vision)
+ Basic term and optional term life insurance
+ Short-term and long-term disability
+ Pregnancy disability and parental leave
+ 401(k) and employer-funded retirement plan
+ Paid vacation (from two to five weeks depending on salary grade and tenure)
+ Up to 11 paid holiday opportunities
+ Adoption assistance
+ Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
**E-Verify**
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program ( .
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $25.63 - $34.18
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
**Posting may be closed earlier due to high volume of applicants.**
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Financial Project Management Consultant
Posted 3 days ago
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Job Description
Work you'll do/Responsibilities
+ Assist in the evaluation of emerging vendor solutions in investment management and cultivate relationships with those most relevant to our clients' needs
+ Assist in the implementation of strategic investment management solutions including operating model, process reengineering, technical design and development
+ Communicate regularly with Engagement Managers (Directors), project team members, and representatives from various functional and / or technical teams, including escalating any matters that require additional attention and consideration from engagement management
The Team
AI & Engineering leverages cutting-edge engineering capabilities to build, deploy, and operate integrated/verticalized sector solutions in software, data, AI, network, and hybrid cloud infrastructure. These solutions are powered by engineering for business advantage, transforming mission-critical operations. We enable clients to stay ahead with the latest advancements by transforming engineering teams and modernizing technology & data platforms. Our delivery models are tailored to meet each client's unique requirements.
Qualifications
Required
+ 3+ years of experience in project coordination and management
+ 3+ years of experience in Financial Consulting
+ 3+ years of experience with various financial technology packages
+ Bachelor's degree, preferably in Computer Science, Information Technology, Computer Engineering, or related IT discipline; or equivalent experience
+ Limited immigration sponsorship may be available
+ Ability to travel 10%, on average, based on the work you do and the clients and industries/sectors you serve
Preferred
+ Financial Services Industry knowledge (understanding of Front, Middle and Backoffice processes)
+ Experience with the following: Charles River, Aladdin, Bloomberg, Simcorp, or other EMS/OMS platforms
+ Analytical/ Decision Making Responsibilities
+ Analytical ability to manage multiple projects and prioritize tasks into manageable work products
+ Can operate independently or with minimum supervision
+ Excellent Written and Communication Skills
+ Ability to deliver technical demonstrations
The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $ 72,900 to $ 107,400 .
You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.
Information for applicants with a need for accommodation: qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.
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Treasury & Financial Risk Management Sr. Manager
Posted 14 days ago
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Job Description
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 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
Cleveland 122,700 to 241,900
Colorado 132,500 to 261,300
District of Columbia 141,100 to 278,200
Illinois 122,700 to 261,300
Maryland 132,500 to 261,300
Massachusetts 132,500 to 278,200
Minnesota 132,500 to 261,300
New York/New Jersey 122,700 to 302,400
Washington 141,100 to 278,200
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.
If you would like to be considered for employment opportunities with Accenture and have accommodation needs such as for a disability or religious observance, please call us toll free at or send us an email or speak with your recruiter.
Equal Employment Opportunity Statement
We believe that no one should be discriminated against because of their differences. All employment decisions shall be made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other basis as protected by federal, state, or local law. Our rich diversity makes us more innovative, more competitive, and more creative, which helps us better serve our clients and our communities.
For details, view a copy of the Accenture Equal Opportunity Statement ( is an EEO and Affirmative Action Employer of Veterans/Individuals with Disabilities.
Accenture is committed to providing veteran employment opportunities to our service men and women.
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. Further, at Accenture a criminal conviction history is not an absolute bar to employment.
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.
California requires additional notifications for applicants and employees. If you are a California resident, live in or plan to work from Los Angeles County upon being hired for this position, please click here for additional important information.
Please read Accenture's Recruiting and Hiring Statement for more information on how we process your data during the Recruiting and Hiring process.
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Financial Planning Analyst
Posted today
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Job Description
This Team supports the entire enterprise for our telecom client and oversees capital investments and operating expenses (headcount & expense). This is a Business Planning role, so someone who has FP&A background, possibly a Financial or Sr Financial Analyst with more than 5 years' experience. This individual will be responsible for creating forecasts, budgets, variance analysis, Etc. SAP, Essbase/Hyperion experience helpful.
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: and Requirements
- Provide operational and financial planning and analysis for the region
- Serve as business partner across functional leaders to raise awareness of financial performance, development of annual planning process (using Oracle Hyperion Planning), quarterly forecast and drive cost efficiencies.
- Analyze and prepare monthly accruals and commentary of the Region's financial results.
- Summarize financial and operational results (including Headcount analysis) to provide insights, key driver trends, recommendations, and best practices to make effective resource allocation decisions.
- Develop, produce, and track key capital metrics to promote long term value creation.
- Perform strategic & tactical business decision support to drive improved decision making and performance.
- Developed key metric and tracking for capital reporting for functional leaders. - Essbase/Hyperion experience is helpful
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Head of Financial Planning
Posted 22 days ago
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Job Description
Need Help? ( you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to_ Accessibility ( ?subject=Accommodation%20request)
_(accommodation requests only; other inquiries won't receive a response)._
**Regular or Temporary:**
Regular
**Language Fluency:** English (Required)
**Work Shift:**
1st shift (United States of America)
**Please review the following job description:**
This role is responsible for defining the strategy for financial planning in alignment with Truist's goals. This includes identification of the financial planning needs for Wealth and Premier and aligning resources to effectively execute those objectives. Responsible for ensuring technology choices align with this strategy and will collaborate with digital teams to ensure that delivery of solutions that enable successful outcomes. Will also lead a team of Financial Planning Consultants in the coordination, development, delivery and implementation of financial planning training and support to advisors.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Develop the strategy for financial planning including is the meaningful definition of a "plan" based on client segment or complexity, delivery channel or other variables.
2. Selection of technology and platform to execute on the strategy - determine if current applications are meeting our needs, delivering as promised and integrated for optimal performance. Establish roadmap to remediate any deficiencies or gaps. Execute in collaboration with client-facing, Digital and Platform teams
3. Enable advisor-led planning to include: development and delivery of training curriculum, serving as an inbound resource to support client-facing teammates (FAs, FCs, WAs, PBs) regarding planning questions and how-to on functionality
4. Lead a team of Financial Planning Strategic Consultants
5. Establish personal and team goals and ensure they are achieved
6. Hire, manage, coach and retain top talent
7. Establish annual objectives. Coach the team toward the achievement of those objectives. Fairly and justly rate performance using the performance review process and feedback; rewarding results through praise, recognition, compensation and promotions.
8. Close collaboration with Financial Advisor, Wealth Advisor and Premier Banking to ensure alignment on planning strategy and support for advisor-led planning
9. Collaborate with Wealth Strategist team to ensure Wealth Strategist and Financial Planning teams are aligned to each other and with overall Wealth strategy. Ensure alignment of the continuum of client experience and teammate enablement across client segments and technology toolset
10. Collaboration with Digital and Platform teams to ensure delivery of target client and teammate experiences; Digital and Platform teams are on point for execution
11. Content creation - partner with Wealth Strategist and National Sales Content teams to ensure effective development and delivery of planning thought leadership. Maximize synergies with IAG content team, sharing of best practices and process improvement with Compliance, Nat'l Sales Content and Marketing groups
12. Business reporting and analytics to track progress toward planning goals and business impact.
13. Execute with appropriate controls, compliance and risk mitigation
Qualifications:
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. Knowledgeable in financial planning, related planning platforms, and industry trends.
2. Adept at developing and leading conceptual strategies, delivering implementation solutions, while still providing "hands on" implementation support.
3. Ability to influence across constituents with differing priorities, adept at managing ambiguity and conflicting priorities
4. Able to lead and inspire a team to successful outcomes; may be called on to be a player/coach
5. College degree
6. Expert communication, facilitation and presentation skills.
7. 8-15 years of leadership experience in financial planning, practice management, coaching, product or similar wealth management experience
8. Exceptional leadership and interpersonal skills, including excellent professional presence, effective at building relationships with colleagues across multiple business lines, coaching and development, and team members to ensure success of business initiatives.
9. Ability to function as member of a team and comfortably interact with Fortune 100 managers and executives
10. Ability to adapt to multiple and changing priorities, multi-tasking
Preferred Qualifications:
1. Specialist level knowledge of financial planning, practice management, consultative selling, and performance coaching techniques and their application in retirement, investment and personal financial planning.
2. Uses a consultative approach to customer's business needs, is able to develop and present appropriate recommendations and consistently provides solutions for performance issues and goals.
3. Strong applicable business knowledge and experience, both strategic and tactical
4. Assist management in the evaluation of program effectiveness.
5. Ability to work independently and proactively with quantitative and qualitative problem solving skills
6. Specialist level knowledge of change management, adult learning theories and facilitation techniques.
7. Client service techniques and sales concepts sufficient to inspire more sales of appropriate products.
8. Proficiency with MS Word, Excel, and PowerPoint.
**General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site ( Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
**_Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace._**
EEO is the Law ( ( Right to Work (
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Director, Portfolio Management - Financial Institutions
Posted 3 days ago
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Job Description
Summary:Huntington's Director, Portfolio Management will manage a book of business in the bank's Financial Institutions (FIG) vertical within Huntington's Corporate Specialty and Government Banking group. The Director, Portfolio Management services and, in conjunction with Relationship Management, deepens an assigned portfolio of clients by proactively identifying and evaluating opportunities and mitigating associated business risks, in accordance with Huntington policies, procedures, and guiding principles. Please note: preferred locations are Pittsburgh, PA; Charlotte, NC; Columbus / Cincinnati / Cleveland / Akron, Ohio; Chicago, Illinois
Duties and Responsibilities:
+ Underwrite and close broadly syndicated, complex commercial loans
+ Understanding of Financial Institutions Insurance
+ Provide credit recommendations to the appropriate level of credit administration
+ Review loan documentation in consultation with legal counsel
+ Manage risk on an ongoing basis by monitoring customer credit worthiness, adherence to loan terms and general business conditions
+ Manage annual reviews and renewals, portfolio reviews, collateral exceptions, borrowing bases, delinquencies and other reporting
+ As appropriate, assist in optimizing customer relationships working with Relationship Managers, Treasury Management, Capital Markets and other team members
Basic Qualifications:
+ Bachelor's degree required
+ 7 or more years of Financial Institution portfolio management experience
Preferred Qualifications:
+ Insurance experience in Property Causality and Life is highly preferred
+ 10 years of diversified banking experience including portfolio management experience and positions of increasing responsibility, with 5 years of expertise in the FIG space. Leverage lending expertise a plus.
+ Industry knowledge and established networks within the FIG sector highly preferred
+ Completion of formalized credit training program
+ Demonstrated success structuring complex credits; researching, judging and presenting information verbally and in writing; creating documentation to support the credit and minimize risk
+ Proven ability to manage workflow and deadlines, while effectively balancing competing priorities
+ Demonstrated leadership experience by providing coaching, skill development and feedback to team members
+ Proven negotiation skills
+ Proficiency using Microsoft Word and Excel and other software applications that are supportive of the loan underwriting process
+ Strong written and verbal communication skills
+ High degree of professionalism
#LI-MK1
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
Yes
Workplace Type:
Office
Our Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Compensation Range:
$93,000.00- $189,000.00 Annual Salary
The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. Colleagues in this position are also eligible to participate in an applicable incentive compensation plan. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO).
Huntington is an Equal Opportunity Employer.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
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Senior Manager, Financial Planning & Analysis
Posted 8 days ago
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Job Description
As the world's number 1 job site*, our mission is to help people get jobs. We strive to cultivate an inclusive and accessible workplace where all people feel comfortable being themselves. We're looking to grow our teams with more people who share our enthusiasm for innovation and creating the best experience for job seekers.
(*Comscore, Total Visits, March 2025)
**Day to Day**
The Senior Manager will serve as a strategic manager and mentor within the FP&A team, acting as a business partner to the Go-to-Market (GTM) organization. This role is accountable for delivering forward-looking insights, driver-based models, and clear financial narratives that shape strategic outcomes and resource allocation. Success in this role comes from influence, thought leadership, and mentorship.
**Responsibilities**
+ **Strategic Business Partnering:** Serve as a credible advisor to business leaders in Sales, Product, Marketing, and Operations. Anticipate needs, frame trade-offs, and provide insights that guide scalable, profitable growth.
+ **Driver-Based Modeling & Forecasting:** Head the design and application of driver-based models to help OPEX, headcount, and investment conclusions. Build and promote scenario analysis frameworks that enable proactive planning.
+ **Insight & Storytelling:** Translate financial results and forecasts into compelling narratives, memos, and executive-ready recommendations. Ensure FP&A delivers clear _"so-what / now-what"_ insights that drive action.
+ **Enablement & Self-Serve:** Advocate for standardized dashboards, central process documentation, and self-service tools. Mentor peers and contributors on how to use these effectively, reducing ad-hoc asks.
+ **Mentorship & Influence:** Coach analysts and managers on advanced modeling, storytelling, and decision-maker management engagement. Steer by example through thought leadership, innovation, and cross-functional engagement.
+ **Innovation & Process Improvement:** Identify opportunities to automate manual processes, embed AI/analytics, and scale FP&A capabilities. Inspire the team to experiment, adopt new tools, and continuously improve.
+ **Executive Deliverables:** Take a lead role in preparing financial materials for senior executives and the board, ensuring accuracy, clarity, and strategic framing.
**Skills/Competencies**
+ 7 - 10 years in FP&A, corporate finance, consulting, or investment banking, with evidence of strategic partnership and influence.
+ Advanced financial modeling and forecasting expertise, including driver-based and scenario review.
+ Skilled in BI tools, self-service platforms, and automation (SQL, Tableau/Looker, EPM, AI co-pilots).
+ Excellent communication and storytelling skills, able to distill complex insights into executive-level narratives.
+ Proven track record of leading without direct authority - mentoring peers, shaping conclusions, and driving outcomes through influence.
**Salary Range Transparency**
Austin 122,000 - 182,000 USD per year
NYC Metro Area 137,000 - 179,000 USD per year
**Salary Range Disclaimer**
The base salary range represents the low and high end of the Indeed salary range for this position in the given work location. Actual salaries will vary depending on factors including but not limited to location, experience, and performance. The range(s) listed is just one component of Indeed's total compensation package for employees. Other rewards may include quarterly bonuses, Restricted Stock Units (RSUs), a Paid Time Off policy, and many region-specific benefits.
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For more information about our commitment to equal opportunity/affirmative action, please visit our ESG home page ( & Belonging**
Inclusion and belonging are fundamental to our hiring practices and company culture, forming an integral part of our vision for a better world of work. At Indeed, we're committed to the wellbeing of our employees and on a mission to make this the best place to work and thrive. We believe that fostering an inclusive environment where every employee feels respected and accepted benefits everyone, fueling innovation and creativity.
We value diverse experiences, including those who have had prior contact with the criminal legal system. We are committed to providing individuals with criminal records, including formerly incarcerated individuals, a fair chance at employment.
Those with military experience are encouraged to apply. Equivalent expertise demonstrated through a combination of work experience, training, military experience, or education is welcome.
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Reference ID: 46291
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Senior Director, Account Management - Financial Services
Posted 13 days ago
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Job Description
Req.#
**Responsibilities**
+ Create business strategies to successfully achieve client business goals
+ Be a Consultative Account Manager or Client Partner for EPAM clients that are regional and multinational banks, wealth managers, asset managers, payment providers, and FinTechs
+ Leverage your Industry Knowledge, Experience, and thought leadership to envision how technology can transform our customers' business to drive higher levels of customer experience and engagement
+ Serve as an expert business and/or tech consultant in one or more of the following areas: retail banking, wealth management, asset management, or capital markets
**Requirements**
+ 10+ years of experience in P&L, Sales, Account Management roles
+ 10+ years of experience working in and/or consulting for retail banks, investment banks, wealth managers, or asset managers
+ 5+ years of demonstrated track record of developing and growing client relationships and leading teams delivering end-to-end IT professional services
+ Experience and ability to sell software engineering services (cloud, analytics, digital engagement, etc.)
+ Executive Presence, Exceptional leadership/management skills, Excellent Oral and Written communication skills, Confident Presentation skills
**We offer**
+ Medical, Dental and Vision Insurance (Subsidized)
+ Health Savings Account
+ Flexible Spending Accounts (Healthcare, Dependent Care, Commuter)
+ Short-Term and Long-Term Disability (Company Provided)
+ Life and AD&D Insurance (Company Provided)
+ Employee Assistance Program
+ Unlimited access to LinkedIn learning solutions
+ Matched 401(k) Retirement Savings Plan
+ Paid Time Off
+ Legal Plan and Identity Theft Protection
+ Accident Insurance
+ Employee Discounts
+ Pet Insurance
+ Employee Stock Purchase Program
EPAM is a leading global provider of digital platform engineering and development services. We are committed to having a positive impact on our clients, our employees, and our communities. We embrace a dynamic and inclusive culture. Here you will collaborate with multi-national teams, contribute to a myriad of innovative projects that deliver the most creative and cutting-edge solutions, and have an opportunity to continuously learn and grow. No matter where you are located, you will join a dedicated, creative, and diverse community that will help you discover your fullest potential.Engineer the Future with a Career at EPAM ( visa sponsorship is not available for this position.
EPAM Systems, Inc. is an equal opportunity employer. We recognize the value of diversity and inclusion in creating success for our customers, business partners, shareholders, employees and communities. We are committed to recruiting, hiring, developing and promoting employees without discrimination. As a global employer, this commitment includes complying with all laws in the countries in which we operate. Nevertheless, we believe equal employment practices should not be limited to what the law requires. Equal opportunity and inclusion are essential to motivate, empower and recognize the best in everyone.
At EPAM, employment actions are based on individual qualifications, without regard to race, color, religion, creed, gender, pregnancy status, sexual orientation, gender identity, gender expression, marital or familial status, national origin, ancestry, genetics, age, disability status, veteran status, citizenship status when otherwise legally able to work, or any other characteristic protected by law.
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Senior Financial Analyst - Risk Management (Remote)
Posted today
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Job Description
Responsibilities:
- Conduct comprehensive financial analysis to identify and quantify various financial risks, including market risk, credit risk, and operational risk.
- Develop and maintain financial models to forecast potential losses and assess the impact of different risk scenarios.
- Collaborate with business units to understand their risk exposures and implement effective risk mitigation strategies.
- Analyze financial data from internal and external sources to identify trends, anomalies, and potential areas of concern.
- Prepare detailed reports and presentations on risk assessments, findings, and recommendations for senior management and regulatory bodies.
- Monitor and interpret changes in regulations and industry best practices related to financial risk management.
- Assist in the development and implementation of risk management policies and procedures.
- Contribute to stress testing exercises and scenario analysis to evaluate the firm's resilience.
- Identify opportunities for process improvements and technological enhancements in risk management.
- Work closely with internal audit and compliance teams to ensure adherence to risk management frameworks.
- Support the development and ongoing management of key risk indicators (KRIs).
- Ensure all activities align with the firm's risk appetite framework.
- Bachelor's degree in Finance, Economics, Accounting, Mathematics, or a related quantitative field. A Master's degree or CFA/FRM certification is a plus.
- 5+ years of progressive experience in financial analysis, risk management, or a related field within the banking or financial services industry.
- Strong understanding of financial markets, instruments, and risk management principles.
- Proficiency in financial modeling, data analysis, and statistical software (e.g., Excel, Python, R, SQL).
- Experience with risk assessment methodologies and regulatory requirements (e.g., Basel III, Dodd-Frank).
- Excellent analytical, problem-solving, and critical thinking skills.
- Superior written and verbal communication skills, with the ability to explain complex financial concepts clearly.
- Proven ability to work independently and manage multiple priorities in a remote setting.
- Detail-oriented with a high degree of accuracy.
- Experience with data visualization tools is advantageous.
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Management Consultant - Financial Services
Posted today
Job Viewed
Job Description
Key Responsibilities:
- Lead client engagements, managing project timelines, deliverables, and team resources to ensure successful outcomes.
- Conduct in-depth analysis of client operations, identifying areas for improvement and strategic opportunities within the financial services sector (e.g., retail banking, investment management, insurance).
- Develop and present data-driven recommendations and strategic roadmaps to C-suite executives.
- Facilitate workshops and facilitate stakeholder alignment to drive consensus and adoption of proposed solutions.
- Mentor and coach junior consultants, fostering their professional development and growth.
- Contribute to business development activities, including proposal writing and client relationship management.
- Stay abreast of industry trends, regulatory changes, and emerging technologies impacting financial services.
- Develop and maintain strong client relationships, acting as a trusted advisor.
- Collaborate with internal practice leaders to refine service offerings and intellectual property.
- Ensure the highest quality of client deliverables and adherence to firm standards.
- Master's degree in Business Administration (MBA) or a related field from a top-tier institution.
- 5-7 years of experience in management consulting or a strategic advisory role within the financial services industry.
- Demonstrated expertise in areas such as digital transformation, operational efficiency, risk management, regulatory compliance, or customer strategy.
- Proven track record of successfully managing complex projects and leading cross-functional teams.
- Exceptional analytical, problem-solving, and critical thinking skills.
- Outstanding written and verbal communication, presentation, and interpersonal skills.
- Ability to build rapport and influence stakeholders at all levels.
- Strong business acumen and a deep understanding of the financial services landscape.
- Willingness to travel to client sites as required.
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