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4 results for Business Analyst in Charlotte, NC

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

Billing Operations Analyst

Charlotte, NC
onsite
Temporary / Contract
30 - 33 USD / Hourly
Position OverviewOur client, a leader in the commercial HVAC and building services industry, is seeking a Billing Operations Analyst to support the North America Field Service organization. This position is responsible for ensuring service work is accurately validated and prepared for billing by reviewing job completion, customer authorizations, cost postings, and billing readiness.The ideal candidate is detail-oriented, thrives in a fast-paced, high-volume environment, and enjoys collaborating with field operations to resolve billing issues and ensure timely invoice processing. Key Responsibilities<ul><li>Review completed service orders and projects to ensure they are ready for billing. </li><li>Validate customer authorizations, job completion, and service order closures. </li><li>Review job costs for accuracy, identify posting errors, and make necessary corrections. </li><li>Set completed jobs to "Ready to Bill" status for the billing team. </li><li>Monitor and manage open service orders daily, with increased focus during month-end and quarter-end close. </li><li>Partner with field offices to resolve billing discrepancies and outstanding issues. </li><li>Participate in weekly meetings with assigned regional markets to review open orders and priorities. </li><li>Process and manage invoice upload requests and billing-related inboxes. </li><li>Support customer billing inquiries and disputes by providing timely updates and issue resolution. </li><li>Meet established productivity and quality metrics while contributing to continuous process improvements. </li></ul>
2026-07-17T00:00:00Z

Project Analyst

Huntersville, NC
onsite
Permanent / Full Time
80000 - 90000 USD / Yearly
We are looking for a Project Analyst to help senior leadership keep high-priority initiatives organized, aligned, and moving forward in Cornelius, North Carolina. This role acts as a central point of coordination across executives and departments, turning complex updates into clear next steps and meaningful progress reports. The ideal candidate is a strong communicator who can manage competing priorities, ask thoughtful questions, and build momentum without direct authority. Responsibilities: • Coordinate multiple active projects by tracking milestones, identifying risks, and helping teams stay accountable to agreed timelines. • Prepare concise executive-level updates that summarize progress, roadblocks, and decisions needed from leadership. • Facilitate collaboration across departments and business leaders to improve alignment on shared goals and deliverables. • Partner with stakeholders to clarify project scope, challenge unrealistic deadlines, and support practical implementation plans. • Organize meetings, document outcomes, and maintain follow-up actions to ensure commitments are completed. • Develop and manage reporting tools, project trackers, and status dashboards that give leadership visibility into ongoing work. • Support onboarding to internal software, business systems, and project processes during the first stages of the role. • Travel between company locations as needed to work with leaders, support planning discussions, and maintain strong cross-site communication.
2026-07-02T00:00:00Z

Sr Financial Reporting Analyst

Charlotte, NC
onsite
Permanent / Full Time
95000 - 110000 USD / Yearly
We are looking for a Sr Financial Reporting Analyst to support fund and entity reporting within an asset management platform in Charlotte, North Carolina. This position plays a central role in financial statement preparation, investor reporting, month-end close, and analysis across complex investment structures. The ideal candidate brings strong technical accounting knowledge, sound judgment, and the ability to work closely with cross-functional teams to deliver accurate and timely reporting. Responsibilities: • Direct the financial reporting process for internally managed funds, affiliated entities, credit vehicles, and joint venture structures. • Prepare and review quarterly and annual consolidated financial statements along with investor-facing reporting packages, ensuring deadlines are met with accuracy. • Oversee month-end close activities by managing journal entries, reconciliations, account analysis, and reporting outputs for fund-level and related entities. • Evaluate transactions and ownership arrangements using technical accounting expertise to maintain compliance with applicable accounting standards and internal reporting policies. • Develop and review supporting schedules such as workpapers, management fee calculations, distribution waterfalls, and investor allocation analyses in line with governing agreements. • Assess operating and portfolio results to identify performance trends, explain variances, and provide useful financial insight to leadership. • Coordinate with treasury and execution teams on liquidity planning, budgeting, capital activity, and preparation of capital call and distribution communications. • Work with internal stakeholders to ensure acquisitions, funding events, and structural updates are accurately captured in financial and investor reporting. • Liaise with external tax advisors on filings, compliance matters, investor tax documents, registrations, and tax return review processes.
2026-06-30T00:00:00Z