<p>A dynamic organization in the South of Charlotte region is seeking a Senior Financial Analyst with strong command of the full financial statement package — income statement, balance sheet, and cash flow. This role plays a key part in analyzing financial performance, interpreting trends, and supporting strategic decision‑making across the business. The ideal candidate brings a blend of analytical rigor, business acumen, and the ability to translate complex financial data into clear insights.</p><p>There is hybrid flexibility. </p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Analyze and interpret all three financial statements to identify trends, risks, and opportunities that impact business performance.</li><li>Develop and maintain financial models that integrate income statement, balance sheet, and cash flow drivers.</li><li>Prepare monthly and quarterly reporting packages, including variance analysis and forward‑looking insights.</li><li>Partner with accounting to ensure accurate financial results and alignment between operational activity and reported outcomes.</li><li>Support budgeting and forecasting processes, ensuring assumptions tie cohesively across all financial statements.</li><li>Evaluate working capital, liquidity, and cash flow impacts of business initiatives.</li><li>Conduct ad‑hoc analysis to support leadership decisions, including scenario modeling and sensitivity analysis.</li><li>Assist in improving financial reporting processes, tools, and data integrity.</li><li>Collaborate cross‑functionally to explain financial results and guide non‑finance stakeholders.</li></ul>
<p>A Marketing Analyst is responsible for collecting, analyzing, and interpreting data related to market trends, consumer preferences, and campaign performance to guide business decisions and optimize marketing strategies. This role collaborates with cross-functional teams to provide actionable insights that drive growth and improve ROI.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Gather and analyze data from various sources, including market research, digital analytics, sales metrics, and customer databases.</li><li>Monitor and report on marketing campaign effectiveness, channel performance, and key KPIs.</li><li>Identify trends, patterns, and opportunities within customer and market data.</li><li>Develop and present clear reports and dashboards for stakeholders to support data-driven marketing decisions.</li><li>Collaborate with marketing, sales, and product teams to recommend improvements to targeting, messaging, offers, and overall strategy.</li><li>Conduct competitive analysis and benchmarking to evaluate industry positioning.</li><li>Support A/B testing and other experimentation by designing, implementing, and analyzing results.</li></ul><p><br></p>
<p><strong>Key Responsibilities</strong></p><ul><li>Write, optimize, and maintain SQL queries, views, and stored procedures to support reporting and analytics</li><li>Develop and maintain Excel-based reports, dashboards, and data models</li><li>Build and enhance Excel macros and VBA scripts to automate data processing and reporting workflows</li><li>Reconcile and validate data across multiple databases and source systems to ensure accuracy</li><li>Support ad-hoc and scheduled reporting requests from business users</li><li>Troubleshoot data discrepancies and perform root cause analysis using SQL and Excel</li><li>Monitor data quality, integrity, and availability across reporting datasets</li><li>Support CRM data usage by ensuring clean, accurate, and accessible reporting data</li><li>Collaborate with internal teams and vendors to resolve data and system-related issues</li></ul>
<p>Client Confidential Protiviti Engagement</p><p>We are partnering with a confidential financial services client undergoing a major transition in waterfall payment modeling and CLO conversion. To support this initiative, we are expanding the project team with skilled CLO Modelers and Reporting Analysts.</p><p><br></p><p>Open Roles</p><p>• Reporting Analyst (2–5 years' experience)</p><p>• CLO Modeler (2–5 years' experience)</p><p><br></p><p>What You’ll Do</p><p>• Support the transition of complex payment waterfalls into automated systems</p><p>• Convert Collateralized Loan Obligations (CLOs) into modeled structures</p><p>• Collaborate closely with Relationship Management teams as responsibilities shift</p><p>• Deliver clear, intuitive reporting using BI tools and reporting engines</p><p>• Conduct due diligence on loan portfolios, including CLO structures</p><p>• Analyze and evaluate credit risk models to ensure alignment with regulatory and organizational standards</p><p>• Develop and implement strategies to optimize leveraged loan and credit risk frameworks</p><p>• Monitor and enhance risk management processes to improve efficiency and compliance</p><p>• Provide insights and recommendations to strengthen credit and loan risk practices</p><p>• Lead workflow improvements and support data‑driven decision‑making across the risk management function</p><p><br></p><p>Skills We’re Looking For</p><p>• CDO Suite expertise (required for CLO Modelers)</p><p>• Strong SQL and Excel proficiency</p><p>• Experience with reporting engines and BI tools</p><p>• Knowledge of CLOs or structured credit products (strong plus)</p><p>• Background in financial modeling, credit risk, or structured loan analysis</p><p><br></p><p>Locations</p><p>• Charlotte, NC (Hybrid Onsite)</p><p>• Remote option available for experienced CLO Modelers</p><p><br></p><p>Timeline</p><p>• Transition project expected to span 6–8 months</p><p>• Target start date: Q1 (January)</p><p>• Contract duration: 6–12 months</p><p><br></p><p>About the Opportunity</p><p>This long‑term contract role offers the chance to play a meaningful part in a large‑scale transformation of structured credit modeling and reporting. Ideal candidates will bring a strong analytical foundation, comfort with evolving business needs, and the ability to operate in a fast‑moving, collaborative environment.</p>
<p>Robert Half is proactively building a bench of IT Project Managers to support upcoming digital, application, and infrastructure initiatives across enterprise and mid-market clients. These opportunities span short-term delivery support through long-term, multi-workstream programs.</p><p><br></p><p><strong>What our clients typically need:</strong></p><ul><li>Ownership of end-to-end delivery for IT and software initiatives from intake through post-launch</li><li>Translation of business objectives and success metrics into execution-ready project plans, Epics, and milestones</li><li>Management of delivery cadence including sprint planning, standups, stakeholder updates, and retrospectives</li><li>Active risk, dependency, and change management across cross-functional teams</li><li>Close partnership with Engineering Managers, Infrastructure leads, QA, and business stakeholders</li></ul>
