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Truliant's mission is to improve lives by putting our members first, providing great service and straightforward financial solutions. Our core values of Member Focus, Service, Guidance, Relationships, and Community define how we interact with members to fulfill our mission of improving lives and providing a foundation on which we conduct ourselves. Our Promise to Our Team
Posted 20 days ago
The Senior Manager, Operational Risk Strategy and Regulatory Readiness will assist in leading the Operational Risk integration strategy and portfolio of work supporting the enhancement of the Combined US Operations (CUSO) Operational Risk governance structure. This role will coordinate US planning and execution of regulatory exams, coordinate regulatory remediation or pre
Posted 18 days ago
PATH
- Washington, DC / Columbus, OH / New York, NY / 13 more...
Manage a globally distributed Proposal Budgeting and Pricing team, including hiring, training, motivating, coaching, and retaining team members. Coordinate with the Business Development and Program teams on strategic issues involving competitive, realistic, and responsive proposal budgets, including alternative financing models for new donors and/or geographies. Ensure th
Posted 18 days ago
Plan, lead, and execute audit engagements Develop and coach assurance team members Develop new work by expanding services to existing clients or bringing in new clients Provide ideas and input to firm leadership Qualifications 9+ years of audit experience CPA Bachelor's in Accounting, Finance, Business or related field Vaco values a diverse workplace and strongly encourag
Posted 1 day ago
Tax Manager Private Client Services (PCS) Raleigh, NC, USA Req #765 Thursday, April 25, 2024 EisnerAmper is one of the largest accounting, tax, and business advisory firms, with nearly 4,000 employees and more than 350 partners across the world. We combine responsiveness with a long range perspective; to help clients meet the pressing issues they face today, and position
Posted 18 days ago
Truliant's mission is to improve lives by putting our members first, providing great service and straightforward financial solutions. Our core values of Member Focus, Service, Guidance, Relationships, and Community define how we interact with members to fulfill our mission of improving lives and providing a foundation on which we conduct ourselves. Our Promise to Our Team
Posted 23 days ago
Manage, prepare and review financial statements for clients Maintain communication with clients and provide continual updates Act as a business advisor to current and prospective clients Review management report packages Oversee and develop team members Qualifications 10+ years of accounting experience, preferably in public accounting firms and industry CPA preferred Bach
Posted 1 day ago
This position is primarily responsible for supervising and administering the retail function. The incumbent serves to motivate, mentor and coach employees to generate new and maintain existing relationships. The incumbent develops internal performance objectives for branch office business development, deposits, loan growth and quality of audit reports. Primary Responsibil
Posted 16 days ago
Complete FCMA roadmap as intended and all onboarding activities from day one to program completion, including the successful completion of a Consultative Selling Skills Certification Become proficient at deepening Consumer and Small Business customer relationships by providing a memorable customer experience Gain knowledge, demonstrate and maintain a working knowledge of
Posted 19 days ago
The Senior Tax Manager is responsible for providing tax and consulting services to business clients with pass through entities and to their business owners. Job Duties Performs tax planning, preparation and research for pass through entities (S corps, LLCs, Partnerships) and the business owners' individual returns, which may include estates, trusts and charitable entities
Posted 25 days ago
An STS SALT Financial Services/Asset Management Senior Manager is responsible for advising clients of the tax implications relating to their business objectives, recommending alternate courses of action, as well as identifying different methods of complying with tax regulations. In this role, the STS SALT Financial Services/Asset Management Senior Manager will be charged
Posted 25 days ago
Cadence Bank
- Atlanta, GA / Houston, TX / Charlotte, NC
Asset Based Lending Portfolio Manager IV is responsible for protecting the Bank's assets through proactive account management of assigned asset based relationships. Account executives ensure high customer satisfaction while maintaining sound credit structures and reducing credit risks through effective account management. Responsibilities will also include collaborating w
Posted 25 days ago
Crum and Forster
- Alpharetta, GA / Charlotte, NC / Atlanta, GA / 3 more...
Responsible for review and analysis of underwriting data to build and maintain a profitable book of business within the Contract Surety assigned territory. Manages agency relationships through continued customer service and marketing activities. Actively contributes as a technical expert in both underwriting activities and department specific industry knowledge. This role
Posted 1 month ago
The Branch Manager develops, expands, and maintains business relationships with customers while providing oversight and accountability for branch associates, ensuring financial performance, customer satisfaction, and adherence to branch policies and procedures. Demonstrates leadership competency and models skills and behaviors that produce high performing teams. ESSENTIAL
Posted 1 month ago
As a leading regional bank, SouthState has been providing financial solutions to individuals, families, and businesses in the Southeast for more than 100 years. SouthState team members strive to create remarkable experiences while building meaningful and lasting relationships. We are proud to be a reflection of the communities we serve, and our team members share core val
Posted 30 days ago
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