Transactional Advisor - Charlotte, NC

+We are seeking a talented individual to join PEMA team at Marsh. The role will be based in Miami or one of our Southeast offices. · +Conduct an overall evaluation of target companies existing and historical insurance programs and determine if coverages are appropriate or if addi ...

This is an opportunity to join a growing advisory platform with meaningful client exposure and leadership responsibility. · ...

Forvis Mazars is currently seeking a Managing Director on our Capital Advisors team.In this position, your primary responsibility will be growing a practice through the execution of investment banking engagements, new business development, and relationship management. · ...

We're a small team of professionals who take pride in being trusted advisors to business owners. · We're looking for an Investment Banking Analyst to join our team in Charlotte.. · The majority of our clients are franchised dealership groups or other multi-site automotive retail ...

· Head of Accounting Policy · Senior accounting policy leader for a complex life & reinsurance platform.This role owns accounting policy decisions across large transactions, investments, and insurance liabilities. · Own accounting policy across US GAAP, US STAT, and EBS · Lead p ...

We're a small team of professionals who take pride in being trusted advisors to business owners. Our work centers on delivering sophisticated M&A and capital-raising expertise on transactions that truly matter to our clients. · ...

The firm is seeking a mid-level Attorney with a strong foundation in M&A and business transactions. · ...

+Job summary · Envoy Capital Advisors seeks a Senior Associate to play a leadership role in M&A transactions. · +Conceptualize and develop presentations for prospective clientsLead and support the creation of financial models, forecasts,Assist in day-to-day transaction executionT ...

The Compliance Specialist will assist in the supervision of transactions and other compliance functions to ensure adherence to applicable regulations and internal policies. · Act as an Office of Supervisory Jurisdiction (OSJ) Delegate with review of transactions for suitability a ...

++Join a highly respected boutique Transaction Advisory firm as a Director for their Transaction Advisory Services practice. · ++Bachelor's degree in Accounting or Finance; CPA required, 10+ years of transaction advisory / financial due diligence experience, Demonstrated ability ...

Lead global tax planning compliance and reporting for international operations in accordance with U.S. GAAP and local statutory requirements. · Oversee preparation and review of international tax provisions disclosures and filings ASC 740 partnering closely with finance legal and ...

This position works closely with advisors, · internal colleagues and custodial partners to deliver accurate, · t timely and compliant operational support across account lifecycle management, · data integrity and process improvement.The ideal candidate is detail-oriented, · proact ...

As a Senior Client Specialist at Baird, you'll be a strategic partner in delivering exceptional client service and strategic partnership to one or more Financial Advisors. · ...

This is an in-office position located at · 4777 Sharon Road, Charlotte, NC. The role involves servicing and supporting financial advisors with administrative tasks, · operational support and client servicing when the advisor is unavailable.Assist Financial Advisors in servicing ...

Provides in-office client and advisor support to a team of Wealth Advisors managing a portfolio of high net-worth clients. · Closely works with assigned advisor(s) to meet the needs and objectives of the client and will serve as the primary point of intake for a majority of reque ...

Assist Financial Advisors in servicing clients including preparing financial plans, conducting investment research and completing client trades and transactions. · ...

We are partnering with a boutique transaction advisory firm providing comprehensive due diligence services which supports companies on both the buy-side and sell-side. · Support core financial due diligence efforts by identifying key risks, potential deal risks, · and evaluating ...

Help individuals and families achieve all their homeownership dreams by optimizing buying, selling, and home financing needs in one place. · ...

Sands Investment Group (SIG) is hiring a driven Senior Investment Sales Advisor to join our Charlotte Team. · This is a 100% commission based role built for competitive entrepreneurial professionals ready to grow · ...

DTCC Settlements/Buy-In Associate · This is an on-site role in Charlotte, NC. · About Us Millennium Advisors is a global leading technology-driven broker-dealer specializing in providing liquidity in fixed income securities, · Monitor DTC settlement activity to ensure fails-to-de ...