Financial Operations Associate Salary at Sunlight Financial Holdings Inc BETA

Experienced Financial AdvisorAbout the job As an experienced financial advisor with existing client practice, you already know the job. Take care of your clients but you are looking for a better home to do so. Perhaps you realize the wirehouse business model faces challenges, or maybe you are at an RIA not fulfilling its promises to help you grow, or perhaps you are a solo advisor looking for a solution for your upcoming retirement or a solo practitioner running up against too many hats. We’re glad you are considering Procyon a firm built by advisors for advisors. Procyon Partners is a vibrant growing Registered Investment Advisor (RIA) firm with both individuals as well as institutional retirement plans as clients. As a wealth management platform, we currently have 50+ people caring for more than a thousand clients and are entrusted with over $8 billion dollars of client wealth. We have demonstrated a history of helping new advisors grow by 50% in the first two years. Less back office

Forty-Five Consulting Group is a boutique executive search firm based in Houston, Texas. It was founded on the principle of getting back to basics in recruiting. Our goal is to present our clients with quality talent while providing a positive experience for our candidates. Please visit www.fortyfivegroup.com for more career opportunities. We are actively interviewing candidates for Regional Financial Manager-Charlotte, NC. Achieve more in your career with the nation’s leading specialty concrete contractor. You’ll be part of a team that prioritizes people, invests in their development, and offers unparalleled opportunities for professional growth. In this role, you’ll be integral to building our country's and company's future. You’ll collaborate across diverse teams, have a hand in significant projects, and dive headfirst into complex challenges with the best in the industry. If you are driven to do more and have the grit to follow through, you’ll have everything you need to define you

As an External Financial Reporting Manager here at Honeywell, you will play a crucial role in managing and overseeing the preparation, analysis, and reporting of Honeywell’s financial results to external stakeholders. You will ensure compliance with accounting policies, procedures, and regulations, and guide the monthly, quarterly, and annual financial close processes. Your expertise in financial thoughtfulness and insights will facilitate business decision-making, and you will provide guidance and facilitate to cross-functional teams. You will report directly to our External Financial Reporting Director and you’ll work out of our Charlotte, NC location on a Hybrid work schedule. The External Financial Reporting Manager, is a contributing team member in the Corporate Controller’s organization. This External Financial Reporting Manager role provides an opportunity to gain broad exposure through interaction with various Corporate Functions, as well as each of the Strategic Business Group

As a Regulatory Compliance Risk Experienced Associate, you will get the opportunity to grow and contribute to our clients' business needs by providing in-depth technical knowledge on emerging regulations and help organizations leverage efficiencies within the Risk Advisory Practice – all with the resources, environment, and support to help you excel. You’ll collaborate with teams to provide comprehensive compliance optimization strategies, to help clients remediate regulatory gaps, streamline operations and limit risk exposure. From day one, you’ll be empowered by the greater Risk team to help clients make strategic decisions that will help them achieve their vision and help you achieve more, confidently. Your day-to-day may include: Conduct engagement activities including transactional testing, policy, and procedure review, meet preparation, walkthroughs, etc. Conduct testing activities for Consent Order Validation, Issue Validation, and independent monitoring engagements, responsible

Job Summary: Dexian is seeking a Portfolio/Project Financial Analyst for an opportunity with a client located in Charlotte, NC. Responsibilities: Partner with program managers within DMT to govern program forecasts; report on outcomes of financial forecasting activity Report on and mitigate monthly variance between forecasts and actuals, keeping variances to a minimum Create allocation reports to track and manage project level resource allocations to monitor project forecasting Support the yearly planning process for project/initiative Aggregate and analyze project estimates (and required funding) across the various parts of the organization to derive a comprehensive team view Research funding or allocation gaps/discrepancies and assist in resolution Requirements: Fast learner who works well independently as well as with a team College degree or equivalent work experience Finance background Previous experience with forecasting, allocations and/or program/project financial governance Ex

Outstanding long-term contract opportunity! A well-known Financial Services Company is looking for a Portfolio Delivery & Execution Business Services Consultant in Charlotte, NC (Hybrid). Work with the brightest minds at one of the largest financial institutions in the world. This is a long-term contract opportunity that includes a competitive benefit package! Our client has been around for over 150 years and is continuously innovating in today's digital age. If you want to work for a company that is not only a household name, but also truly cares about satisfying customers' financial needs and helping people succeed financially, apply today. Contract Duration: 24 Months + possible conversion Job Description & Details: Seeking a Business Services Consultant to join the Portfolio Delivery and Execution (PDEX) team providing support and oversight for the change portfolio across the Technology for the Chief Operating Office (TCOO). The role will include the following duties & responsibili

Financial Advisor Do you have superior customer service skills and a great work ethic that you want to contribute to an established and continually growing office? Blue Financial in Charlotte, NC is looking for a strong, detail-oriented financial advisor to assist with various industry specific tasks to help ensure the office runs efficiently. Our formula for success is to put our customers first. If you’re looking for the tools, resources, and freedom to build a great future, please contact us today! Minimum Requirements: Previous experience in processing confidential, detailed paperwork Previous client interaction in an office environment Intermediate to advanced computer skills Series 65 strongly preferred This position requires that you possess the following skills: 5+ Years of financial services experience Strong organizational skills and attention to detail Excellent communication; both verbal and written Self-directed initiative Process driven Strong follow-through Responsibilit

Job Summary: Dexian is seeking a Financial Data Analyst with Investment Banking for an opportunity with a client located in Charlotte, NC. Responsibilities: Support Profit monthly production with analysis, execution of controls and communications to ensure timely and accurate data delivery Demonstrate proficiency of Profit methodologies, logic, data lineage and understand strategic uses of customer profitability data Field user questions regarding differences between Profit and General Ledger data Present to business partners including senior management to improve overall understanding of Profit data and the benefits it provides Partner with Line of Business Finance, Operations, Marketing and Tech Teams - to understand and/or identify opportunities for integrating Profit data into internal management routines Participate in developing requirements, supporting design and execute testing for Profit changes Requirements: Strong finance acumen with understanding of banking products and fin