We are looking for a strategic finance leader to guide planning, forecasting, and performance analysis for the organization in Charlotte, North Carolina. This position works closely with executive and functional leaders to translate financial results into practical insights that support informed business decisions. The role combines long-range thinking with hands-on execution to strengthen reporting, improve visibility into performance, and support enterprise priorities.<br><br>Responsibilities:<br>• Direct the development of monthly forecasts, quarterly updates, annual budgets, and longer-term financial plans using well-supported assumptions tied to business goals.<br>• Coordinate enterprise-wide planning activities by managing schedules, consolidating inputs, and promoting consistent standards across teams and financial models.<br>• Prepare executive-level reporting packages for monthly business reviews and Board presentations, highlighting performance trends, key metrics, and meaningful variance explanations.<br>• Produce financial analyses and presentation materials for investors, lenders, and other stakeholders while addressing follow-up questions with clear, data-driven support.<br>• Collaborate with senior leaders and finance partners to assess business results, challenge assumptions, control spending, and reinforce accountability for financial outcomes.<br>• Evaluate enterprise risks and opportunities by quantifying potential impacts on revenue, expenses, and operations, then communicating findings to leadership.<br>• Analyze major business drivers such as profitability, headcount, cash flow, liquidity, capital usage, and productivity to improve resource allocation and performance management.<br>• Support strategic initiatives through financial modeling, scenario analysis, and business case development, including assessments of new investments and expected returns.<br>• Work closely with accounting teams to align forecasts with actual results, ensure consistent reporting treatment, and improve the connection between close and planning activities.<br>• Enhance FP&A processes by standardizing templates, automating recurring reports, and reducing manual effort to improve forecast accuracy and reporting efficiency.
We are looking for an experienced accounting leader to oversee financial close, reporting accuracy, and control execution for a major operating segment in Charlotte, North Carolina. This role is ideal for someone who can bring structure to a complex public-company environment, strengthen confidence in financial results, and build strong partnerships across finance, audit, and business teams. The position combines hands-on technical accounting leadership with team development and cross-functional collaboration to support reliable, compliant reporting.<br><br>Responsibilities:<br>• Direct the month-end, quarter-end, and year-end close process for the assigned business segment, delivering complete and accurate results on schedule.<br>• Review journal entries, balance sheet reconciliations, and variance analyses to improve documentation quality and support audit readiness.<br>• Ensure segment-level financial results are properly reflected in consolidated reporting and remain aligned with corporate accounting guidance.<br>• Lead efforts to address control gaps by developing, documenting, and implementing effective accounting processes and oversight activities.<br>• Work closely with internal audit, external auditors, finance leadership, and other stakeholders to execute remediation plans and respond to testing requirements.<br>• Provide accounting support for external reporting deliverables, including schedules and disclosures used in quarterly and annual filings.<br>• Manage and develop accounting managers and senior accountants by setting expectations, coaching performance, and building technical capability.<br>• Partner with operations, FP&A, tax, legal, and IT teams to explain financial outcomes, investigate variances, and maintain sound accounting judgment.<br>• Support reporting improvements through process optimization, automation initiatives, and data quality enhancements affecting segment accounting.
<p>We're partnering with a growing company seeking a Financial Analyst<strong> </strong>to support financial reporting, cost accounting, inventory analysis, budgeting, and forecasting. This role will work closely with accounting, sales, and operations teams to provide financial insights that drive business decisions, improve profitability, and support overall business performance.</p>
We are looking for a Financial Analyst to support business performance through insightful reporting, forecasting, and financial evaluation. This role will partner with cross-functional teams to interpret data, identify trends, and provide recommendations that guide operational and strategic decisions. Based in Charlotte, North Carolina, this opportunity is ideal for someone who is detail oriented and comfortable working with complex data sets and turning analysis into clear business value.<br><br>Responsibilities:<br>• Prepare recurring and ad hoc financial analyses to support planning, budgeting, and business decision-making.<br>• Build and maintain financial models that evaluate performance, forecast results, and assess business opportunities.<br>• Review actual results against budgets and forecasts, investigate variances, and communicate key drivers to stakeholders.<br>• Gather, organize, and interpret large data sets to uncover trends, risks, and opportunities for improvement.<br>• Partner with finance and operational teams to develop reporting that improves visibility into financial performance.<br>• Present analytical findings in a clear and concise manner to support leadership discussions and recommendations.<br>• Assist with process improvements related to reporting accuracy, data quality, and analysis efficiency.
We are looking for a Financial Analyst to support client-focused reporting, profitability insights, and financial decision-making for a dynamic portfolio in Charlotte, North Carolina. In this role, you will partner with internal teams, affiliated business units, and clients to deliver meaningful analysis, accurate reporting, and timely financial support. This position offers the opportunity to strengthen your analytical capabilities while contributing to pricing strategy, commission accuracy, and ongoing business performance reviews.<br><br>Responsibilities:<br>• Produce recurring financial reports and evaluate profitability trends to support client and business performance discussions.<br>• Manage the reconciliation of intercompany commission activity and coordinate submissions with internal finance partners to ensure accuracy and timely processing.<br>• Prepare quarterly business review materials with clear financial insights for client-facing and internal stakeholders.<br>• Build and refine pricing proposals that align with business objectives and client needs.<br>• Develop trend-based analyses for clients, senior client services leaders, and cross-functional teams as requested.<br>• Respond to ad hoc reporting and financial analysis needs with accurate, deadline-driven deliverables.<br>• Review client account setup details to help prevent billing discrepancies, reporting issues, and unnecessary order adjustments.<br>• Ensure commission reporting and payments are completed correctly and delivered to stakeholders within established reporting cycles.<br>• Support special projects and additional financial analyses while meeting agreed timelines and quality expectations.
<p>We are looking for a Financial Analyst to join a growing team in the outer Charlotte area, in a contract-to-permanent capacity. This role is ideal for someone who enjoys turning financial and operational data into clear business insights that support planning, profitability, and performance improvement. The position will partner with teams across the organization to strengthen reporting, evaluate cost drivers, and contribute to budgeting, forecasting, and inventory-related analysis.</p><p><br></p><p>Responsibilities:</p><p>• Perform detailed financial reviews to evaluate cash movement, operating results, and cost trends, then translate findings into practical recommendations for business leaders.</p><p>• Partner with sales and operational stakeholders to maintain accurate product costing, assess margins, and support pricing decisions that improve profitability.</p><p>• Monitor cost center performance by calculating rates, investigating variances, and recommending adjustments that enhance financial efficiency.</p><p>• Complete recurring inventory valuation work, reconcile discrepancies, and analyze shortages, overages, and losses to improve inventory accuracy and controls.</p><p>• Assist with quarterly and year-end physical inventory activities to support accurate records and audit preparedness.</p><p>• Study sales results, customer buying patterns, and market indicators to identify trends and provide input on pricing and revenue strategies.</p><p>• Build and refine Excel-based reporting tools using pivot tables, lookup functions, and advanced formulas to streamline analysis and reporting.</p><p>• Work with cross-functional teams to collect, verify, and consolidate data used for forecasts, budgets, management reporting, and performance measurement.</p><p>• Prepare monthly financial reports, profit and loss projections, and forward-looking models that support annual budgeting and strategic planning.</p><p>• Review waste-related metrics and compliance-related financial processes, offering recommendations that reduce cost and support strong internal controls.</p>
We are looking for a detail-oriented Fund Accountant to support financial operations for investment vehicles within our asset management organization in Charlotte, North Carolina. This role will focus on fund reporting, close activities, audit and tax coordination, and oversight of key deliverables prepared with external service providers. The ideal candidate brings strong investment accounting knowledge, sound analytical ability, and a disciplined approach to meeting recurring reporting deadlines.<br><br>Responsibilities:<br>• Produce and evaluate quarterly fund financial statements to ensure accuracy, completeness, and alignment with applicable accounting and reporting standards.<br>• Lead monthly close coordination by working closely with the fund administrator and internal investment accounting partners to keep deliverables on schedule.<br>• Examine supporting schedules and investor-related calculations, including fee allocations, distribution models, and statement packages, for quality and consistency.<br>• Oversee recurring and ad hoc investor reporting requests by partnering with external administrators and internal relationship teams to deliver timely supplemental information.<br>• Support the completion of annual audits across multiple investment entities by organizing documentation, addressing requests, and facilitating communication with auditors.<br>• Partner with external tax advisors on data gathering, analysis, filings, registrations, and review of fund tax return materials.<br>• Act as a key contact for compliance matters related to investment structures, coordinating with asset managers and outside tax professionals as needed.<br>• Prepare and maintain quarterly benchmark reporting, variance analysis, and other fund-level performance support materials.<br>• Review quarterly debt compliance reporting and contribute accounting support for acquisitions, transactions, and other investment activity.
We are looking for a Financial Planning & Analysis Manager to help guide financial strategy and performance visibility for the organization in Salisbury, North Carolina. This role will shape planning cycles, deliver meaningful analysis on business results, and provide leadership with clear recommendations that support growth and profitability. The ideal candidate brings strong modeling capabilities, sound business judgment, and the ability to turn complex financial information into practical insights for senior stakeholders.<br><br>Responsibilities:<br>• Direct the monthly close reporting process by evaluating operating results, explaining deviations from plan, and highlighting the factors most affecting performance.<br>• Create reporting packages that connect current results with budget targets, forecast updates, and historical trends for leadership review.<br>• Prepare management discussion and analysis materials for executives and board audiences, including concise commentary on performance, risks, and emerging opportunities.<br>• Monitor strategic value creation efforts and provide financial visibility into progress against key business objectives.<br>• Support the development of presentations and analysis used for regular discussions with investors or ownership stakeholders.<br>• Lead the annual operating plan and oversee recurring forecast cycles, ensuring timely inputs and realistic business assumptions.<br>• Develop and refine financial models that reflect revenue trends, cost behavior, and working capital movements across the business.<br>• Assess pricing, product and customer profitability, margin performance, and operating costs to identify actions that improve financial results.<br>• Deliver scenario modeling, investment analysis, and risk assessments to support major decisions, growth initiatives, and potential acquisition activity.<br>• Partner with leaders across operations, sales, and executive management to promote financial discipline and translate analysis into actionable business decisions.
<p>We are looking for a Financial Planning & Analysis Supervisor to join a growing organization in Rock Hill, South Carolina area. This role will lead core planning activities, turning financial data into clear insights that support business decisions. The ideal candidate brings strong experience in budgeting, forecasting, and financial modeling, along with advanced analytical tools expertise.</p><p><br></p><p>Responsibilities:</p><p>• Lead the annual budgeting process and coordinate financial plans across departments to support company objectives.</p><p>• Prepare rolling forecasts and evaluate performance trends to provide timely guidance to leadership.</p><p>• Build and refine financial models that support scenario planning, investment analysis, and strategic decision-making.</p><p>• Analyze operating and financial results to identify risks, opportunities, and key business drivers.</p><p>• Create reporting dashboards and visualizations using tools such as Power BI to improve visibility into performance metrics.</p><p>• Partner with business leaders to translate financial data into actionable recommendations and planning assumptions.</p><p>• Maintain and enhance planning systems, including tools such as Adaptive Insights, to improve reporting accuracy and efficiency.</p>