<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>
<p>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.</p><p><br></p><p>Key Responsibilities</p><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>
<p>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.</p><p><br></p><p>Responsibilities:</p><p>• Assess transaction monitoring alerts to detect activity that may present money laundering, fraud, or other financial crime concerns.</p><p>• Examine customer profiles, account behavior, and transaction details to recognize inconsistencies, emerging patterns, and potential risk signals.</p><p>• Complete initial-level alert reviews and decide when findings should be advanced for deeper investigation or additional scrutiny.</p><p>• Determine whether cases may warrant consideration for suspicious activity reporting or other related regulatory follow-up.</p><p>• Manage a large pipeline of investigative work while consistently meeting productivity targets and quality expectations.</p><p>• Prepare thorough case summaries that clearly explain the analysis performed, supporting evidence reviewed, and conclusions reached.</p><p>• Conduct research through internal records and appropriate external sources to strengthen due diligence and investigative outcomes.</p><p>• Work in alignment with applicable regulatory standards and internal compliance procedures throughout the review process.</p><p>• Partner with compliance, risk, and financial crimes stakeholders to support monitoring efforts and address case-related questions.</p>
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.<br><br>Responsibilities:<br>• Perform detailed reviews of financial results, including cash movement, income statement performance, and cost trends, to guide business planning and day-to-day decisions.<br>• Partner with commercial stakeholders to assess product costs, evaluate margins, and support pricing decisions that align with profitability goals.<br>• Maintain cost center analysis by calculating rates within internal systems, investigating variances, and recommending improvements to financial performance.<br>• Complete monthly inventory valuation activities, examine discrepancies, and highlight inventory gains, losses, or shortages to improve control processes.<br>• Assist with quarterly and annual physical inventory counts to help maintain accurate records and support audit preparedness.<br>• Evaluate sales activity, customer demand patterns, and market information to identify trends and provide pricing and profitability recommendations.<br>• Build and enhance advanced Excel-based reporting tools, using pivot tables and complex formulas to streamline analysis and management reporting.<br>• Work with cross-functional teams to collect, verify, and consolidate data used for forecasts, budgets, and performance measurement.<br>• Prepare recurring management reports, support profit and loss forecasting, and contribute to the annual budgeting process and long-range planning initiatives.<br>• Monitor compliance with accounting standards and internal controls while analyzing waste-related data to identify cost reduction and operational efficiency opportunities.
<p>We are looking for a Sr. Accounting Analyst (right hand to Controller and CFO) to join our team in Charlotte, North Carolina. This position will help lead core fund accounting activities, support accurate and timely financial reporting, and provide oversight across fund operations. The role is well suited for someone coming from public audit who brings strong technical knowledge, sound judgment, and the ability to partner effectively with internal teams and external stakeholders.</p><p><br></p><p>Responsibilities:</p><p>• Help lead fund-level accounting activities, including maintenance of the general ledger, preparation of journal entries, and execution of month-end close procedures.</p><p>• Prepare and review financial reports for investment vehicles, ensuring accuracy, completeness, and alignment with applicable reporting standards and governing agreements.</p><p>• Reconcile capital accounts, bank activity, and other key balances to support reliable records and transparent investor reporting.</p><p>• Coordinate day-to-day fund administration work with third-party providers, auditors, and other external partners to keep deliverables on schedule.</p><p>• Support capital activity by tracking cash movements, assisting with capital calls and distributions, and monitoring liquidity across funds.</p><p>• Partner with investment and operations teams to analyze fund performance, explain financial results, and provide insights that inform business decisions.</p><p>• Strengthen accounting processes by refining controls, improving reporting workflows, and promoting consistency across recurring activities.</p><p>• Assist with audit readiness, respond to documentation requests, and help ensure compliance with fund documentation and reporting obligations</p>
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.<br><br>Responsibilities:<br>• Direct the financial reporting process for internally managed funds, affiliated entities, credit vehicles, and joint venture structures.<br>• Prepare and review quarterly and annual consolidated financial statements along with investor-facing reporting packages, ensuring deadlines are met with accuracy.<br>• Oversee month-end close activities by managing journal entries, reconciliations, account analysis, and reporting outputs for fund-level and related entities.<br>• Evaluate transactions and ownership arrangements using technical accounting expertise to maintain compliance with applicable accounting standards and internal reporting policies.<br>• Develop and review supporting schedules such as workpapers, management fee calculations, distribution waterfalls, and investor allocation analyses in line with governing agreements.<br>• Assess operating and portfolio results to identify performance trends, explain variances, and provide useful financial insight to leadership.<br>• Coordinate with treasury and execution teams on liquidity planning, budgeting, capital activity, and preparation of capital call and distribution communications.<br>• Work with internal stakeholders to ensure acquisitions, funding events, and structural updates are accurately captured in financial and investor reporting.<br>• Liaise with external tax advisors on filings, compliance matters, investor tax documents, registrations, and tax return review processes.