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
145000 - 165000 USD / Yearly
We are partnering with a rapidly growing organization in the energy who is looking to add a Financial Reporting Manager to join our expanding finance team. This is a highly visible role with regular exposure to executive leadership, including the C‑Suite. Position OverviewThe Financial Reporting Manager will lead the preparation, analysis, and presentation of financial statements and reporting packages. This person will own month‑end and quarter‑end reporting cycles, support technical accounting assessments, and play a critical role in ensuring compliance with U.S. GAAP. Strong communication skills are essential, as this position interfaces frequently with senior leadership, auditors, and cross‑functional teams.This is a hybrid role based in North Charlotte, offering a blend of remote flexibility and in‑office collaboration. Key Responsibilities<ul><li>Lead the preparation and review of monthly, quarterly, and annual financial statements in accordance with U.S. GAAP.</li><li>Manage the consolidation and reporting process across multiple entities and business units.</li><li>Prepare executive‑level reporting packages and deliver insights to the CFO, Controller, and other C‑Suite leaders.</li><li>Ensure accuracy and integrity of financial results through strong internal review and controls.</li><li>Partner with FP&A, Operations, and Project teams to support financial reporting needs and business initiatives.</li><li>Oversee external audit processes, including preparation of supporting schedules and documentation.</li><li>Research technical accounting matters and draft supporting memos.</li><li>Drive process improvements and automation within the reporting function.</li><li>Support system enhancements and integrations—NetSuite experience is a major plus.</li><li>Mentor and provide guidance to junior accounting staff.</li></ul> Required Qualifications<ul><li>Bachelor’s degree in Accounting, Finance, or related field; CPA highly preferred.</li><li>5–8+ years of progressive accounting or reporting experience (public accounting and/or corporate reporting experience strongly valued).</li><li>Deep knowledge of U.S. GAAP and financial reporting standards.</li><li>Expert‑level Excel skills (advanced formulas, data modeling, pivot tables).</li><li>Exceptional written and verbal communication skills; proven ability to present financial information to executives.</li><li>Strong attention to detail and ability to manage multiple deadlines in a fast‑paced, high‑growth environment.</li><li>Experience leading or supporting audits.</li><li>NetSuite ERP experience strongly preferred, especially in a scaling or multi‑entity environment.</li></ul>
2026-02-17T00:00:00Z