3 results for Cfo in Charlotte, NC

Fund Accountant

Charlotte, NC
onsite
Permanent
75000 - 90000 USD / Yearly
We are looking for a detail-oriented Fund Accountant to join our asset management team in Charlotte, North Carolina. This role involves overseeing financial reporting, compliance, and audits related to investment funds, ensuring accuracy and adherence to industry standards. The ideal candidate will excel in managing deadlines, collaborating with cross-functional teams, and maintaining the integrity of financial data. Responsibilities: • Prepare and review quarterly financial statements at the fund level, ensuring compliance with industry guidelines and organizational standards. • Coordinate monthly financial close processes, working closely with third-party administrators and internal accounting teams. • Review and validate workpapers, fee calculations, investor statements, and waterfall distributions. • Oversee investor reporting deliverables, including quarterly, annual, and ad-hoc requests for supplemental data and analyses. • Facilitate annual audits for various investment vehicles, ensuring timely and accurate completion. • Collaborate with external tax teams on data requests, registrations, filings, and tax return reviews. • Manage compliance requirements and act as a liaison between asset managers and tax consultants. • Maintain quarterly benchmark and variance reports at the fund level. • Review compliance reports related to secured debt on a quarterly basis. • Provide acquisition and transaction support to the Investments team.
2026-03-06T00:00:00Z

VP/Director of Finance

Gaffney, SC
onsite
Permanent
130000 - 150000 USD / Yearly
We are looking for a strategic and results-driven Director of Finance to oversee the financial operations of an organization. This role is integral to driving financial planning, reporting, and analysis to ensure the company achieves its fiscal goals. The ideal candidate will bring strong leadership skills and a deep understanding of budgeting, forecasting, and financial strategy. Responsibilities:• Lead the development and execution of annual budgets, ensuring alignment with organizational goals.• Manage and refine budget processes to optimize efficiency and accuracy.• Prepare and present detailed financial reports to the executive board and stakeholders.• Conduct cash flow analysis and forecasts to maintain financial stability.• Oversee forecasting activities to ensure accurate projections of revenue and expenses.• Collaborate with leadership to provide strategic guidance for financial decision-making.• Ensure compliance with financial regulations and reporting standards.• Identify opportunities for cost savings and operational improvements across departments.• Provide insights and recommendations to support long-term financial planning.• Supervise and mentor the finance team to foster growth and efficiency.
2026-03-04T00:00:00Z

Financial Reporting Manager

Charlotte, NC
onsite
Permanent
125000 - 160000 USD / Yearly
We are looking for a skilled Financial Reporting Manager to oversee the preparation, analysis, and submission of external financial reports in compliance with U.S. Securities and Exchange Commission regulations. This role will play a pivotal part in ensuring the accuracy of quarterly, annual, and periodic filings, while maintaining adherence to technical accounting standards and internal controls. The ideal candidate will collaborate with cross-functional teams and support complex accounting matters to drive organizational efficiency and compliance. Responsibilities: • Lead the preparation, review, and timely submission of SEC filings, including Forms 10-Q, 10-K, and other required disclosures. • Coordinate the development of financial statements, footnote disclosures, and Management’s Discussion and Analysis (MD&A). • Ensure accurate SEC tagging and compliance with relevant regulations. • Research and implement new accounting standards and regulatory changes, providing technical guidance on complex transactions such as revenue recognition and business combinations. • Maintain robust internal controls and support compliance efforts across the organization. • Collaborate with departments such as legal, investor relations, FP&A, and internal audit to ensure consistency in financial reporting policies. • Assist external auditors with quarterly reviews and annual audit procedures. • Drive improvements in reporting processes, systems, and documentation, implementing best practices in corporate accounting. • Support special initiatives, including mergers and acquisitions, system upgrades, and policy updates. • Prepare materials for earnings releases, board meetings, and investor-related reporting.
2026-03-16T00:00:00Z