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12 results for Budget Analyst in Charlotte, NC

Financial Analyst

Charlotte, NC
onsite
Permanent / Full Time
65000 - 90000 USD / Yearly
We are seeking a Financial Analyst to support financial planning, reporting, and analysis. The ideal candidate will have strong analytical skills, experience with financial modeling, and a solid understanding of real estate financial metrics. Key Responsibilities<ul><li>Prepare and analyze monthly, quarterly, and annual financial reports for real estate assets and corporate operations.</li><li>Develop and maintain financial models for budgeting, forecasting, cash flow projections, and investment analysis.</li><li>Perform variance analysis and provide explanations for budget-to-actual results.</li><li>Support annual budgeting and forecasting processes</li><li>Prepare reports and presentations for executive leadership, lenders, investors, and stakeholders.</li><li>Track key performance indicators (KPIs) and identify opportunities to improve financial performance.</li><li>Collaborate with accounting teams during month-end close and financial statement review processes.</li><li>Support cash management, capital planning, and debt compliance reporting.</li><li>Participate in ad hoc financial analysis and special projects as needed.</li></ul>
2026-07-28T00:00:00Z

Financial Analyst

Charlotte, NC
onsite
Temporary / Contract
28.5 - 33 USD / Hourly
We are looking for AML Analysts to join a Contract assignment in Charlotte, North Carolina, supporting financial crimes compliance work in a deadline-driven environment. This role is suited for someone who can evaluate transactional activity with care, draw sound conclusions from complex information, and maintain quality while handling a substantial workload. The position requires strong written documentation skills, thoughtful decision-making, and a practical understanding of regulatory expectations within financial services. Responsibilities:• Assess transaction monitoring alerts to detect activity that may present money laundering, fraud, or other financial crime concerns.• Examine customer profiles, account behavior, and transaction details to recognize inconsistencies, emerging patterns, and potential risk signals.• Complete initial-level alert reviews and decide when findings should be advanced for deeper investigation or additional scrutiny.• Determine whether cases may warrant consideration for suspicious activity reporting or other related regulatory follow-up.• Manage a large pipeline of investigative work while consistently meeting productivity targets and quality expectations.• Prepare thorough case summaries that clearly explain the analysis performed, supporting evidence reviewed, and conclusions reached.• Conduct research through internal records and appropriate external sources to strengthen due diligence and investigative outcomes.• Work in alignment with applicable regulatory standards and internal compliance procedures throughout the review process.• Partner with compliance, risk, and financial crimes stakeholders to support monitoring efforts and address case-related questions.
2026-08-05T00:00:00Z

Financial Analyst

Huntersville, NC
onsite
Permanent / Full Time
80000 - 100000 USD / Yearly
We are looking for a Financial Analyst to support planning, forecasting, and performance reporting for the business in Huntersville, North Carolina. This role partners closely with finance and operational leaders to deliver accurate financial insights, guide decision-making, and maintain consistent reporting across the organization. The ideal candidate brings strong analytical skills, sound business judgment, and the ability to communicate financial results clearly to leadership. Responsibilities: • Lead the development and coordination of the annual budgeting process, ensuring timelines, assumptions, and deliverables are aligned across departments. • Create monthly projections for revenue, gross margin, and profitability, and summarize key trends for senior leadership review. • Facilitate recurring forecast discussions with cross-functional stakeholders to collect inputs, challenge assumptions, and improve accuracy. • Analyze month-end financial results against budget and forecast, identify significant variances, and explain underlying business drivers. • Partner with department leaders to address budget gaps, recommend corrective actions, and track follow-through on spending controls. • Oversee capital expenditure tracking, compare spending against approved plans, and confirm required authorizations are in place. • Prepare financial evaluations and decision-support materials for strategic growth initiatives, including major investments, office expansion, and new entity setup. • Maintain data accuracy within financial systems and produce standardized reports that provide leadership with a consistent basis for decision-making.
2026-08-05T00:00:00Z

Financial Analyst

Lincolnton, NC
onsite
Permanent / Full Time
70000 - 90000 USD / Yearly
We are looking for a Financial Analyst to support informed decision-making through detailed financial evaluation, pricing insight, and operational reporting. This role partners with teams across the business in Lincolnton, North Carolina to translate data into practical recommendations that strengthen profitability, budgeting, and inventory performance. The ideal candidate brings strong analytical ability, sound business judgment, and a solid foundation in financial modeling and variance analysis. Responsibilities: • Perform detailed reviews of financial results, including cash movement, income statement performance, and cost trends, to guide business planning and day-to-day decisions. • Partner with commercial stakeholders to assess product costs, evaluate margins, and support pricing decisions that align with profitability goals. • Maintain cost center analysis by calculating rates within internal systems, investigating variances, and recommending improvements to financial performance. • Complete monthly inventory valuation activities, examine discrepancies, and highlight inventory gains, losses, or shortages to improve control processes. • Assist with quarterly and annual physical inventory counts to help maintain accurate records and support audit preparedness. • Evaluate sales activity, customer demand patterns, and market information to identify trends and provide pricing and profitability recommendations. • Build and enhance advanced Excel-based reporting tools, using pivot tables and complex formulas to streamline analysis and management reporting. • Work with cross-functional teams to collect, verify, and consolidate data used for forecasts, budgets, and performance measurement. • Prepare recurring management reports, support profit and loss forecasting, and contribute to the annual budgeting process and long-range planning initiatives. • Monitor compliance with accounting standards and internal controls while analyzing waste-related data to identify cost reduction and operational efficiency opportunities.
2026-07-15T00:00:00Z

Tax Analyst

Huntersville, NC
onsite
Temporary / Contract
42.75 - 49.5 USD / Hourly
We are looking for a detail-oriented Tax Analyst to support corporate tax operations for an organization based in Huntersville, North Carolina. This Long-term Contract position is ideal for someone who can manage indirect and income tax activities with accuracy while collaborating across accounting and finance functions. The role will contribute to tax compliance, reporting, and asset-related support in a fast-paced business environment. Responsibilities: • Prepare and review corporate tax workpapers, filings, and supporting schedules to help maintain timely and accurate compliance. • Manage sales and use tax processes, including data analysis, reconciliation activities, and issue resolution across transactions. • Utilize Vertex Sales & Use Tax tools to support tax calculations, reporting accuracy, and ongoing compliance efforts. • Assist with corporate income tax reporting by gathering financial data, organizing documentation, and validating tax-related information. • Maintain fixed asset tax records and support depreciation-related analysis for reporting and compliance purposes. • Partner with accounting and finance teams to research tax questions, clarify variances, and improve the reliability of tax data. • Support audits and tax inquiries by compiling requested documentation and responding to information needs in a timely manner.
2026-07-29T00:00:00Z

Credit Analyst

Huntersville, NC
onsite
Permanent / Full Time
60000 - 70000 USD / Yearly
We are looking for a Credit Analyst to join our onsite team in Huntersville, North Carolina. This position supports a fast-paced, high-volume operation with a strong residential customer focus and requires someone who can balance sound credit judgment with responsive branch support. The ideal candidate brings a practical, solutions-oriented approach, communicates effectively across teams, and helps strengthen credit and collections processes in a growing organization. Responsibilities: • Review customer credit profiles and assess risk for new and existing accounts, using financial data, payment history, and credit applications to support informed decisions. • Manage commercial and consumer collections activity by following up on outstanding balances, resolving account issues, and helping reduce aging receivables. • Partner closely with branch teams and corporate stakeholders to address credit concerns, remove account barriers, and maintain strong internal working relationships. • Monitor high-volume account activity to identify delinquency trends, recommend corrective actions, and help prevent vendor or customer credit holds. • Support process improvement efforts by identifying inefficiencies in credit and collections workflows and helping implement more effective, scalable practices. • Maintain accurate records in business systems and ensure account documentation, payment status, and credit-related notes are current and complete. • Work with teams using platforms such as Sage Intacct, Oracle, Experian, QuickBooks, and ServiceTitan to reconcile credit data and support account management activities. • Contribute to operational stability during periods of organizational growth by helping standardize credit practices across multiple business units and branch locations.
2026-07-28T00:00:00Z

Fund Accountant

Charlotte, NC
onsite
Permanent / Full Time
75000 - 90000 USD / Yearly
We are looking for a detail-oriented Fund Accountant to support financial operations for investment vehicles within our asset management organization in Charlotte, North Carolina. This role will focus on fund reporting, close activities, audit and tax coordination, and oversight of key deliverables prepared with external service providers. The ideal candidate brings strong investment accounting knowledge, sound analytical ability, and a disciplined approach to meeting recurring reporting deadlines. Responsibilities: • Produce and evaluate quarterly fund financial statements to ensure accuracy, completeness, and alignment with applicable accounting and reporting standards. • Lead monthly close coordination by working closely with the fund administrator and internal investment accounting partners to keep deliverables on schedule. • Examine supporting schedules and investor-related calculations, including fee allocations, distribution models, and statement packages, for quality and consistency. • Oversee recurring and ad hoc investor reporting requests by partnering with external administrators and internal relationship teams to deliver timely supplemental information. • Support the completion of annual audits across multiple investment entities by organizing documentation, addressing requests, and facilitating communication with auditors. • Partner with external tax advisors on data gathering, analysis, filings, registrations, and review of fund tax return materials. • Act as a key contact for compliance matters related to investment structures, coordinating with asset managers and outside tax professionals as needed. • Prepare and maintain quarterly benchmark reporting, variance analysis, and other fund-level performance support materials. • Review quarterly debt compliance reporting and contribute accounting support for acquisitions, transactions, and other investment activity.
2026-07-29T00:00:00Z

Finance Manager

Charlotte, NC
onsite
Permanent / Full Time
0 - 0 USD / Yearly
We are looking for an experienced Financial Planning & Analysis Manager (Finance Manager) to help guide financial decision-making for a manufacturing organization in Charlotte, North Carolina. This role will lead planning, reporting, and performance analysis activities while partnering with operational and business leaders to improve profitability. The ideal candidate brings strong financial modeling skills, sound business judgment, and the ability to translate complex data into practical recommendations for leadership. Responsibilities:• Lead the preparation of reliable financial reports that support informed business decisions and consistent performance tracking.• Review month-end results against forecasts and budgets, identify material variances, and communicate key business drivers to stakeholders.• Create monthly reporting packages, leadership presentations, and supporting analysis for business reviews, strategic planning, and annual planning cycles.• Advise department leaders on financial performance, cost control, and margin improvement opportunities based on budget-to-actual results.• Work closely with service center teams and operations leadership to provide financial guidance that supports day-to-day and long-term business objectives.• Develop ad hoc analysis and financial models to evaluate strategic initiatives, capital needs, and potential growth opportunities.• Manage the recurring forecast process by highlighting risks, identifying upside potential, and helping shape business actions.• Partner with finance leadership and cross-functional teams to support budget development for operating expenses and overhead planning.• Respond to evolving business needs by delivering timely analysis and decision support for leadership requests.
2026-08-03T00:00:00Z

Finance Manager

Charlotte, NC
remote
Temporary / Contract
0 - 0 USD / Yearly
We are looking for a Finance Manager/Controller to join a REMOTE contract engagement supporting cash flow planning and liquidity analysis in North Carolina. This interim role is well suited for a finance professional who can quickly step into an asset-based lending environment and strengthen forecasting accuracy. The consultant will help leadership evaluate near-term cash needs, monitor borrowing capacity, and improve financial visibility through practical modeling and reporting. Responsibilities:• Develop and manage short- and mid-range cash flow projections that support daily liquidity planning and business decision-making.• Build financial models that connect operating activity, working capital trends, and funding needs to provide clear insight into cash performance.• Evaluate how receivables and inventory influence borrowing availability within an asset-based lending structure and reflect those impacts in forecasts.• Prepare and refine reporting tied to invoice-backed and inventory-backed financing arrangements to support lender expectations and internal review.• Work closely with finance leadership to provide a clearer view of cash position, expected inflows and outflows, and available borrowing capacity.• Review current forecasting approaches, identify gaps or inefficiencies, and implement improvements that increase reliability and speed.• Support financial analysis related to liquidity management, funding requirements, and other time-sensitive finance priorities during the engagement.
2026-07-29T00:00:00Z

Operational Accountant

Charlotte, NC
onsite
Permanent / Full Time
60000 - 75000 USD / Yearly
Operational Accountant📍 Huntersville, NC (100% On-Site)💲 Compensation: $60,000 - $75,000Are you the type of person who takes initiative, thrives in a hands-on environment, and is always willing to go the extra mile? A growing manufacturing and distribution company in the Huntersville area is seeking an Operational Accountant to join its close-knit team. This is an excellent opportunity for an accounting professional who enjoys variety in their day, values teamwork, and wants the chance to grow with a stable organization. What You'll Do<ul><li>Perform daily accounting activities, including bookkeeping and financial record maintenance</li><li>Assist with accounts payable and accounts receivable functions</li><li>Process employee expense reports and reimbursements</li><li>Support month-end close activities, reconciliations, and reporting</li><li>Maintain accurate documentation and financial records</li><li>Partner with operations to ensure accurate transaction processing</li><li>Cross-train in additional business functions and provide support as needed</li><li>Participate in process improvement initiatives and special projects</li></ul>Why Consider This Opportunity?<ul><li>Opportunity to expand your accounting responsibilities and grow professionally</li><li>Exposure to both accounting and operational business functions</li><li>Stable and growing organization with long-term career potential</li><li>Highly visible role where your contributions make an immediate impact</li><li>Collaborative, supportive team environment</li></ul>
2026-07-27T00:00:00Z

Operational Accountant

Huntersville, NC
onsite
Permanent / Full Time
60000 - 75000 USD / Yearly
We are looking for an Operational Accountant to support daily financial activities and help maintain accurate accounting records for the business in Huntersville, North Carolina. This role is well suited for someone who enjoys working with transactional data, staying organized, and ensuring invoices, payments, and customer accounts are handled with precision. The position will contribute to efficient accounting operations by managing core clerical finance tasks, entering information accurately, and using QuickBooks Online to keep records current. Responsibilities<ul><li>Process employee expense reports and ensure timely reimbursement</li><li>Perform daily accounting activities using QuickBooks Online and Zoho</li><li>Assist with accounts payable, accounts receivable, and general bookkeeping functions</li><li>Support month-end accounting processes and reconciliations</li><li>Maintain accurate financial records and documentation</li><li>Cross-train on order processing and provide backup support as needed</li><li>Work collaboratively with operations and accounting to ensure accurate transaction processing</li><li>Assist with process improvements and other operational accounting projects</li></ul>
2026-07-23T00:00:00Z

Data/BI Analyst

Charlotte, NC
onsite
Permanent / Full Time
0 - 0 USD / Yearly
<ul><li>Bachelor's degree in Information Systems, Computer Science, Business Analytics, Statistics, Finance, or a related field, or equivalent professional experience.</li><li>3+ years of experience in data analysis, business intelligence, reporting, or analytics.</li><li>Strong SQL Server experience, including writing, troubleshooting, and optimizing complex queries, views, and stored procedures.</li><li>Experience building and maintaining reports using SSRS.</li><li>Experience developing Power BI dashboards, reports, data models, DAX calculations, and Power Query transformations.</li><li>Experience working with relational databases, data warehouses, Lakehouses, or modern analytics platforms such as Microsoft Fabric and Azure.</li><li>Ability to gather business requirements, ask effective discovery questions, and translate needs into reporting solutions.</li><li>Experience validating data accuracy, troubleshooting discrepancies, and resolving data quality issues.</li><li>Strong analytical, problem-solving, and critical-thinking skills.</li><li>Ability to communicate effectively with both technical and non-technical stakeholders.</li><li>Experience creating technical documentation and report specifications.</li><li>Advanced Microsoft Excel skills, including Pivot Tables, lookups, Power Query, and data analysis techniques.</li><li>Experience with data modeling, ETL/ELT processes, and business intelligence best practices.</li><li>Experience supporting ERP, CRM, SaaS, or other enterprise business systems.</li><li>Familiarity with Microsoft Dynamics 365, Business Central, APIs, or similar business applications is a plus.</li><li>Strong organizational skills with the ability to manage multiple projects and priorities simultaneously.</li><li>Detail-oriented with a strong commitment to data accuracy and quality.</li></ul>
2026-08-03T00:00:00Z