- Wells Fargo (Charlotte, NC)
- …Treasury Analyst in the BSIRRM Change Management team to assist in analysis and management of balance sheet forecasting and interest rate risk across a ... of Directors with key information to support risk management , financial performance management , and strategic planning. Balance Sheet and Interest Rate… more
- Truist (Charlotte, NC)
- …is a part of the Corporate Treasury function, is responsible for balance sheet and NII forecasting and providing senior management with accurate and ... America) **Please review the following job description:** The ALM Senior Associate will be responsible for consolidation and reporting...be responsible for consolidation and reporting of the firm's balance sheet and net interest income. The… more
- Truist (Charlotte, NC)
- …providing senior management with accurate and timely analysis of the balance sheet and net interest income (NII). Analysis created by this team provides ... subject matter expert (SME) responsible for forecasting the firm's balance sheet and net interest income and/or...sheet under baseline and stress scenarios. Asset Liability Management (ALM) is a division within the CFO Group… more
- USAA (Charlotte, NC)
- …ongoing financial strength. Communicates liquidity analysis and reporting to governance committees, senior management , regulatory bodies and the USAA Board of ... and communicates complex regulatory capital and liquidity rules. + Conducts complex balance sheet analysis integrating capital, liquidity, cash and investment… more
- TD Bank (Charlotte, NC)
- …and executes complex capital management capabilities, strategies and/or structures for balance sheet management purposes. This role contributes to the ... III Endgame). **Job Summary:** The Senior Treasury Capital Manager develops...opportunities and strategic initiatives + Leads activities related to balance sheet management including managing… more
- TD Bank (Charlotte, NC)
- …Liquidity Manager develops and executes complex liquidity strategies and/or structures for balance sheet management purposes. This role contributes to ... + Serves as a source of expert advice to senior management in field of specialty; leads...specialist who understands the movement of various components of balance sheet and be able to visualize… more
- Bank of America (Charlotte, NC)
- …for quality assurance and controls around pertinent external regulatory reporting and risk limits. Balance Sheet Management (BSM) is a division within the ... forecast analysis and reporting with accuracy, presenting results to senior management * Applies subject matter expertise...or risk analytics + Finance/Accounting knowledge - experience in balance sheet management , forecasting, or… more
- Truist (Charlotte, NC)
- …analytics projects support Corporate Treasury's objective to model the behavior of Truist's balance sheet and income statement in support of capital stress ... testing, allowance for loan and lease losses, balance sheet manage, and other corporate initiatives....audit teams. 9. Negotiate positive outcomes through interactions with senior management , business partners and assurance functions… more
- Citigroup (Charlotte, NC)
- …with risk identification, risk management , product innovation and funding strategy. The Balance Sheet Management Lead Analyst will work in the Interest ... key IRR assumptions both quantifying and presenting results to senior management + Perform stress testing across...Perform stress testing across both static and dynamically evolving balance sheets + Review of IRRBB Legal Entity structure… more
- US Bank (Charlotte, NC)
- …and concise manner and present recommendations to senior approvers that balance marketability with prudent risk management * Negotiate appropriate terms and ... detailed understanding of the prospective client's cash flows and balance sheet . * Prepare credit memos in...lending opportunities. The Underwriter will work closely with ABF Senior Underwriters, ABF Senior Management … more
- CBRE (Charlotte, NC)
- Senior Alliance Director, Global - Talent Community Job... with the ability to articulate understanding of P&L, Balance Sheet and Cash Flow management ... ID 210510 Posted 10-Mar-2025 Role type Full-time Areas of Interest Facilities Management , Project Management , Transaction Management Location(s) Atlanta -… more
- Bank of America (Charlotte, NC)
- …+ Ability to understand and explain PNL movements and substantiate data to the Balance Sheet / General Ledger. + Experience with providing supporting for ... regulatory reporting, submitting data for senior level management reporting, or similar types of reporting. + Innovative team player who can generate new and… more
- Duke Energy (Charlotte, NC)
- …opportunities for risk mitigation. Reviews financial statements (income statement and balance sheet ) to determine the financial viability of prospective ... sourcing strategies and drive transformational or strategic company initiatives. The Senior Sourcing Specialist will lead the assessment of the opportunity, internal… more
- Truist (Charlotte, NC)
- …, along with partnering with leaders across lines of business to maximize/optimize on-/off- balance sheet collateral. Following is a summary of the essential ... the following job description:** Develop, evaluate, and implement collateral management /optimization strategies to meet the collateral requirements/needs of Truist… more
- Compass Group, North America (Charlotte, NC)
- …efficiency . Execute month-end close activities, including preparing journal entries . Ensure balance sheet reconciliations are timely and accurate . Assist in ... as we continue to raise the bar. **Job Summary** **Job Description:** The Senior Financial Accountant position plays a critical role in ensuring accurate corporate… more
- Citigroup (Charlotte, NC)
- …regions + Highly motivated and interested in learning about different products and overall Balance Sheet Management + High energy, self-starter with a desire ... share repurchase program. The role focuses on funding strategy, balance sheet impacts, governance, and key Firm-wide...transaction summaries related to funding and capital markets for Senior Management (CEO, CFO, Treasurer, and CIO)… more
- Huntington National Bank (Charlotte, NC)
- …extend beyond its core states. Visit huntington.com for more information. Summary Huntington's Treasury Balance Sheet Management (BSM) team sits at the hub ... (BSM-TAM) who will bring statistical know-how, business sense and implementation skills to our balance sheet forecasts. The Senior Modeling Analyst will be… more
- Wells Fargo (Charlotte, NC)
- …Wells Fargo Wealth Investment Management products to include investment sales, full balance sheet solutions and deposit balances + Act as an advisor within ... seeking a Market Growth Director in Wealth and Investment Management as part of Wells Fargo Advisors. This role...understanding of advisor business models, client needs, and full balance sheet strategies including investment, lending, and… more
- Bank of America (Charlotte, NC)
- …forecasting models for mortgages, loans and deposit products across the bank's balance sheet . The group provides quantitative models and analytics support ... and a variety of deposit products on the bank's balance sheet + Responsible for technical documentation,...potential risk + Works closely with model stakeholders and senior management with regard to communication of… more
- Compass Group, North America (Charlotte, NC)
- …to ensure requirements for compliance to contract terms including operation maintenance and balance sheet review for assigned sectors. . Perform monthly and ... enhancing Compass Capital Asset/Client Investment policies and procedures and Balance Sheet integrity through process improvement initiatives..../ or US GAAP . Ability to work with Senior Accounting Management across multiple sectors .… more