<p>We are looking for a skilled Customer Service Representative to join our team in Cornelius, North Carolina. This is an on-site, contract-to-permanent position that offers an exciting opportunity to support a large volume of facilities while delivering exceptional customer experiences. The ideal candidate will thrive in a dynamic environment and demonstrate empathy, professionalism, and problem-solving skills when interacting with customers.</p><p><br></p><p>Responsibilities:</p><p>• Respond to routine inquiries from customers and troubleshoot facility-related issues with efficiency and professionalism.</p><p>• Offer guidance to customers navigating e-commerce platforms and assist with transaction-related questions.</p><p>• Manage escalated situations calmly and empathetically, providing solutions to distressed or frustrated callers.</p><p>• Conduct outbound follow-up calls to resolve prior inquiries and ensure customer satisfaction.</p><p>• Record and update all customer interactions and case progress accurately within internal systems.</p><p><br></p>
We are looking for a dedicated Customer Service Representative to join our team on a contract basis in Spartanburg, South Carolina. This role requires a proactive individual who can handle inbound customer inquiries in a fast-paced environment while delivering exceptional service. If you excel in communication and problem-solving, this opportunity may be a great fit for you.<br><br>Responsibilities:<br>• Respond to inbound customer calls promptly and professionally, ensuring a positive experience.<br>• Manage customer inquiries and concerns with efficiency and accuracy.<br>• Utilize data entry skills to maintain accurate records of customer interactions and transactions.<br>• Handle email correspondence to address customer needs effectively.<br>• Schedule appointments and manage order entries as needed.<br>• Collaborate with team members to streamline processes and improve service delivery.<br>• Ensure adherence to company policies and procedures while interacting with customers.<br>• Provide detailed information about products and services to customers.<br>• Use Microsoft Excel and Word to generate reports and manage documentation.
<p><strong>Job Description:</strong></p><p>In this role you will provide operational support on syndicated and bilateral loans for the largest and most sophisticated corporate loan transactions in the market. Within Wholesale Lending Services WLS you will have direct contact with borrowers lenders and business partners where you will deliver excellence in the servicing experience with high levels of satisfaction. </p><p><br></p><p><strong> Job Responsibilities:</strong></p><p> - Provide deal origination and execution support to Asset Based Lending bank deal teams as the primary loan servicing contact for internal/external clients for issues and resolutions. </p><p> - Administer excellence in the customer experience for both internal and external customers</p><p> - Provide feedback to deal structuring team on operational market trends and any operational feasibility</p><p> - Read and interpret complex legal credit agreements and related documentation working with attorneys when applicable</p><p> - Perform quality control on new deals restructures and amendments by thoroughly understanding the credit agreement verifying system set up accuracy</p><p> - Oversee loan activity funding re-pricings payments as instructed by the client in accordance with credit agreements</p><p> - Calculate and track complex interest and fee accruals at various rate levels across changing lender distributions</p><p> - Reconcile daily funding and payment activity to account for all daily cash transactions initiate and reconcile automated funds movement monitor and escalate past due principal interest fees</p>
We are looking for an Accounts Receivable Clerk to join our dynamic team in Charlotte, North Carolina. This role requires an individual who thrives in a collaborative environment and is passionate about maintaining accurate financial records and delivering excellent customer service. With a hybrid schedule, including remote work on Mondays and Fridays, this position offers a balanced work-life opportunity while contributing to a fast-paced, high-volume cash applications environment.<br><br>Responsibilities:<br>• Process and apply customer payments to open receivables while ensuring accuracy and timeliness.<br>• Investigate and analyze remittance details to resolve discrepancies and maintain accurate records.<br>• Perform cash application tasks using automation tools in a complex, multi-division system.<br>• Maintain and update customer accounts, including adjustments, write-offs, and payment reversals as required.<br>• Collaborate with stakeholders to address payment inquiries and resolve issues efficiently.<br>• Manage transactions across multiple bank accounts while reconciling payments and invoices.<br>• Support collection efforts by handling partial payments, reversals, and other adjustments.<br>• Proactively identify and implement improvements in cash application processes.<br>• Assist with accounts receivable-related projects as assigned.<br>• Ensure compliance with company policies and service level agreements in all financial operations.
<ul><li>Provide Tier 1–2 technical support for end users, including desktops, laptops, printers, and mobile devices</li><li>Troubleshoot and resolve hardware, software, and connectivity issues in a timely manner</li><li>Install, configure, and maintain Windows workstations and standard business applications</li><li>Manage user accounts, permissions, and security groups in Active Directory and Microsoft 365</li><li>Support basic networking issues (LAN/WAN, wireless, VPN connectivity)</li><li>Assist with VoIP phones, collaboration tools, and conferencing systems</li><li>Document incidents, requests, and resolutions in the IT ticketing system</li><li>Escalate complex issues to senior IT staff or external vendors when appropriate</li><li>Assist with system upgrades, hardware refreshes, and new user onboarding/offboarding</li><li>Follow IT security policies and support patching, antivirus, and backup processes</li></ul>
We are looking for an experienced Accounts Receivable Supervisor/Manager to oversee cash application processes and drive operational excellence within our shared services team. This role is based in Charlotte, North Carolina, and requires a leader who can balance day-to-day operations with strategic initiatives aimed at process improvement and team development. If you have a strong background in accounts receivable and thrive in dynamic environments, we encourage you to apply.<br><br>Responsibilities:<br>• Lead and manage a team of cash application specialists, ensuring accuracy and efficiency in daily operations.<br>• Oversee the end-to-end order-to-cash processes, including cash applications, collections, and billing functions.<br>• Collaborate with internal stakeholders across 30+ divisions to meet service-level agreements and provide exceptional support.<br>• Identify opportunities for process improvements and implement solutions to enhance workflows and team performance.<br>• Monitor aging reports and ensure timely resolution of outstanding accounts receivable issues.<br>• Drive initiatives to improve customer satisfaction and service quality within shared services.<br>• Balance operational responsibilities with strategic planning to enable future growth and scalability.<br>• Provide guidance and training to team members, fostering a culture of collaboration and continuous improvement.<br>• Adapt to the complexities of a shared services environment, ensuring alignment with organizational goals.
<p>We are looking for a dedicated Client Services Manager to join our team in Charlotte, North Carolina. This role involves supporting financial advisors and ensuring exceptional client experiences within the financial services sector.</p><p><br></p><p>Responsibilities:</p><p>• Provide comprehensive support to financial advisors by managing client relationships and addressing inquiries.</p><p>• Perform precise data entry tasks to maintain and update financial records.</p><p>• Manage customer accounts, including account setup and maintenance.</p><p>• Collaborate with team members to enhance client satisfaction and service delivery.</p><p>• Maintain compliance with financial regulations and company policies.</p><p>• Identify opportunities to streamline processes and improve operational efficiency.</p><p>• Prepare reports and summaries to support decision-making for financial advisors.</p>
We are looking for an experienced Accounts Receivable Supervisor/Manager to join our dynamic manufacturing team in Charlotte, North Carolina. In this role, you will oversee customer credit risk, collections, dispute resolution, and cash application processes while driving efficiency and fostering strong relationships with clients and internal stakeholders. You will play a pivotal role in optimizing operations, mentoring team members, and ensuring alignment with organizational goals.<br><br>Responsibilities:<br>• Lead and manage the collections team, ensuring accurate oversight of accounts receivable aging and cash application processes.<br>• Collaborate with customers and internal departments to deliver exceptional service and support company-wide initiatives.<br>• Address and resolve escalated customer disputes promptly and professionally.<br>• Develop and implement best practices to enhance the efficiency and effectiveness of cash collection and application processes.<br>• Provide strategic guidance on corporate credit policies and ensure compliance with contractual payment terms.<br>• Identify opportunities to scale and improve collections operations while maintaining strong customer relationships.<br>• Prepare and present detailed accounts receivable aging, cash forecasts, credit risk analyses, and other financial reports to management.<br>• Manage relationships with third-party collections agencies and legal representatives as needed.<br>• Coach and mentor the collections team to achieve performance goals and drive continuous improvement.<br>• Support financial close processes and ensure accurate reporting of reserve requirements for credit memos and bad debt write-offs.
<p>We are looking for an experienced Transactional Accounting Manager to oversee and enhance accounts receivable and accounts payable processes for our organization. This role requires a strategic individual who can lead process improvements, ensure operational efficiency, and maintain compliance with accounting standards. The ideal candidate will thrive in a hybrid work environment and have experience centralizing operations.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Centralization Leadership</strong></p><ul><li>Design and implement the migration of divisional accounting processes into a unified, centralized structure.</li><li>Partner with divisional leaders to ensure smooth knowledge transfer and process alignment.</li></ul><p><strong>Process Optimization</strong></p><ul><li>Analyze, redesign, and implement best-in-class processes for all transactional accounting functions.</li><li>Drive efficiency, accuracy, and scalability to support future growth.</li></ul><p><strong>Accounts Payable (AP) Management</strong></p><ul><li>Oversee end-to-end AP processes, including invoice processing, payments, vendor setup/maintenance, and resolution of discrepancies.</li><li>Lead vendor reconciliation efforts to maintain accurate records and financial integrity.</li></ul><p><strong>Accounts Receivable (AR) Management</strong></p><ul><li>Direct the AR cycle, including billing, cash application, collections, and customer account management.</li><li>Ensure timely and accurate receipt of payments and lead customer reconciliation initiatives.</li></ul><p><strong>Sales Data Integration</strong></p><ul><li>Manage and optimize the sales loading process, ensuring accurate and timely data integration into the accounting system.</li></ul><p><strong>Team Building & Leadership</strong></p><ul><li>Recruit, train, and supervise a team responsible for transactional accounting activities.</li><li>Foster a culture of accountability, continuous improvement, and professional development.</li></ul><p><strong>Hands-On Execution</strong></p><ul><li>Perform day-to-day transactional accounting tasks during the initial phase to ensure operational continuity and build foundational knowledge of processes.</li></ul><p><strong>System Implementation & Optimization</strong></p><ul><li>Utilize SAGE Intacct for core accounting functions; experience with SAGE Intacct is highly desirable.</li><li>Collaborate with IT and finance leadership to optimize system usage and support ongoing training.</li></ul><p><br></p>
We are looking for an experienced Tax Preparer to join our team in Charlotte, North Carolina. This contract position is ideal for someone who thrives in a dynamic environment with a focus on providing accurate and efficient tax services. The role involves working closely with knowledgeable staff and a diverse clientele to ensure compliance and deliver high-quality tax preparation.<br><br>Responsibilities:<br>• Prepare individual, corporate, and small business tax returns with accuracy and attention to detail.<br>• Review complex tax documents and ensure compliance with current regulations.<br>• Collaborate with entry level staff to oversee and guide their work, providing mentorship as needed.<br>• Utilize Drake and QuickBooks software to manage tax preparation and bookkeeping tasks.<br>• Analyze financial statements to identify tax deductions and optimize returns for clients.<br>• Handle a diverse client base, including small businesses and experienced clients, with professionalism.<br>• Ensure timely completion of approximately 1,000 tax returns annually across various client profiles.<br>• Maintain up-to-date knowledge of tax laws and policies to provide reliable guidance.<br>• Work on-site during standard office hours to deliver consistent and dependable service.<br>• Assist in the transition process, providing expertise and continuity during organizational changes.
We are looking for an Accounts Receivable Specialist to join our team in Rock Hill, South Carolina. This role requires a detail-oriented individual with expertise in managing accounts receivable processes, commercial collections, and cash applications. The ideal candidate will play a key role in ensuring timely and accurate billing and collections while maintaining strong relationships with clients.<br><br>Responsibilities:<br>• Manage and oversee the accounts receivable process, ensuring timely and accurate invoicing.<br>• Conduct commercial collections to recover outstanding payments from clients in a courteous manner.<br>• Apply cash receipts to appropriate accounts and reconcile discrepancies.<br>• Monitor and track customer accounts to identify overdue balances and take appropriate action.<br>• Collaborate with internal teams to resolve billing disputes and ensure smooth payment processing.<br>• Prepare regular reports on accounts receivable status and collection efforts.<br>• Communicate proactively with clients to address payment issues and maintain positive relationships.<br>• Support month-end closing activities related to accounts receivable.<br>• Ensure compliance with company policies and financial regulations in all receivable processes.<br>• Identify opportunities to improve efficiency within the accounts receivable function.
<p>Hiring: CLO Modelers & Reporting Analysts- 6 -12-month contract </p><p>Protiviti client building out team to support a major transition in waterfall payment modeling and CLO conversion. Roles Available</p><p>• Reporting Analyst (2–5 years experience)</p><p>• CLO Modeler (2–5 years experience)</p><p>What You’ll Do</p><p>• Support the transition of payment waterfalls into automated systems</p><p>• Help convert Collateralized Loan Obligations (CLOs) into modeled structures</p><p>• Collaborate with the Relationship Management team during the shift of responsibilities</p><p>• Deliver clear, user-friendly reporting through BI tools and reporting engines</p><p>Skills We’re Looking For</p><p>• CDO Suite expertise (required for modelers)</p><p>• SQL and Excel proficiency</p><p>• Experience with reporting engines / BI tools</p><p>• CLO industry knowledge is a strong plus</p><p>Locations</p><p>• Onsite Charlotte, NC Hybrid </p><p>• Remote option available for experienced modelers</p><p>Timeline</p><p>• Transition expected to take 6–8 months</p><p>• Target start date: Q1 (January)</p><p><br></p><p>Reporting Analyst or CLO (C Modeling Analyst. This long-term contract position offers the opportunity to play a key role in managing credit risk and analyzing structured loan frameworks. The ideal candidate will bring a strong background in risk management, financial modeling, and credit risk strategies while demonstrating an ability to adapt to evolving business needs.</p><p><br></p><p>Responsibilities:</p><p>• Develop and implement risk management strategies to address credit risk and optimize leveraged loan structures.</p><p>• Analyze and evaluate credit risk models, ensuring they align with organizational goals and regulatory requirements.</p><p>• Conduct detailed due diligence on loan portfolios, including collateralized loan obligations (CLOs).</p><p>• Collaborate with reporting analysts to generate accurate and user-friendly reports using business intelligence tools.</p><p>• Support the transition of payment processes into a waterfall framework.</p><p>• Monitor and assess risk management frameworks to maintain compliance and improve operational efficiency.</p><p>• Provide insights and recommendations to enhance loan and credit risk management practices.</p><p>• Facilitate the conversion of collateralized loan obligations into advanced modeling systems.</p><p>• Lead efforts to streamline workflows and improve data-driven decision-making within the risk management team.</p>
We are looking for a detail-oriented Financial Analyst to join our team in Lincolnton, North Carolina. In this role, you will provide critical financial insights and analysis to support strategic decision-making and overall organizational growth. The ideal candidate will have a strong background in financial modeling, inventory analysis, and compliance, with a proven ability to work collaboratively across departments.<br><br>Responsibilities:<br>• Conduct comprehensive financial analyses, including cash flow assessments, profit and loss reviews, and cost accounting to guide business decisions.<br>• Collaborate with the Sales Team to manage product costing, ensuring accurate pricing and profitability evaluations.<br>• Oversee cost center accounting by calculating cost rates, analyzing deviations, and implementing corrective measures to improve efficiency.<br>• Perform monthly inventory valuations, investigate variances, and recommend measures to address inventory discrepancies.<br>• Participate in quarterly and annual physical inventory counts to ensure accuracy and compliance with audit requirements.<br>• Analyze market trends, sales data, and customer purchasing patterns to develop pricing strategies that enhance profitability.<br>• Create and automate advanced Excel reports using pivot tables and formulas to streamline data analysis and reporting.<br>• Support compliance with governmental accounting standards and internal control processes.<br>• Prepare detailed monthly management reports, profit and loss forecasts, and lead the strategic budgeting process to align financial objectives with business goals.<br>• Develop financial models to evaluate scenarios and support strategic planning initiatives.
<p>We are looking for an experienced AR/Project Accountant to join our team in Cornelius, North Carolina. The ideal candidate will excel in managing accounts receivable processes and ensuring efficiency in commercial collections and cash applications. This role requires someone who is detail-oriented, committed to maintaining accurate financial records, and able to support billing functions.</p><p><br></p><p>Responsibilities:</p><p>• Manage and oversee accounts receivable processes, ensuring timely and accurate transactions.</p><p>• Handle commercial collections to recover outstanding balances while maintaining positive client relationships.</p><p>• Process cash applications efficiently, ensuring proper allocation of payments.</p><p>• Monitor and track cash collections to meet financial targets and deadlines.</p><p>• Assist with billing functions, including invoice preparation and reconciliation.</p><p>• Analyze accounts receivable data to identify trends and improve processes.</p><p>• Collaborate with internal teams to resolve discrepancies and streamline workflows.</p><p>• Prepare detailed financial reports related to accounts receivable.</p><p>• Maintain compliance with company policies and industry regulations.</p><p>• Provide support during audits and financial reviews related to accounts receivable.</p>
<p>We’re looking for a Marketing Data Analyst to turn campaign and customer data into actionable insights that drive smarter marketing decisions. This role partners closely with marketing, digital, and leadership teams to analyze performance across channels, optimize campaigns, and clearly communicate what’s working and what’s not.</p><p>What You’ll Do</p><ul><li>Analyze performance across marketing channels (email, paid media, social, web, SEO, events)</li><li>Track and report on KPIs such as conversion rates, CAC, ROI, engagement, and attribution</li><li>Build and maintain dashboards and reports using tools like Google Analytics, Looker Studio, Tableau, or Power BI</li><li>Interpret campaign results and provide clear insights and recommendations to stakeholders</li><li>Support A/B testing and experimentation for emails, landing pages, ads, and website updates</li><li>Work with marketing automation and CRM platforms (e.g., HubSpot, Marketo, Salesforce) to ensure accurate data tracking</li><li>Identify trends, patterns, and opportunities to improve marketing efficiency and performance</li><li>Ensure data accuracy and consistency across platforms</li></ul><p><br></p>
<p>We are looking for an experienced Controller/Finance Director to join our client in North of Charlotte, North Carolina. In this pivotal role, you will oversee the company's financial operations, ensuring accuracy, compliance, and strategic insight to support organizational goals. This is a long-term contract position, offering the opportunity to make a significant impact within a fast-paced and dynamic environment.</p><p><br></p><p>Responsibilities:</p><p>• Manage all aspects of the accounting department, including budgeting, cash flow management, financial reporting, accounts payable, and receivables.</p><p>• Prepare and present accurate monthly financial statements, gross margin analyses, and other detailed financial reports.</p><p>• Oversee month-end and year-end closing processes, ensuring timely and precise consolidation and audits.</p><p>• Develop and maintain internal controls to protect company assets and minimize risk.</p><p>• Collaborate with leadership to create and monitor KPI metrics and drive strategic decision-making across departments.</p><p>• Negotiate purchasing agreements and optimize cost structures to support operational efficiency.</p><p>• Assist in preparing tax returns and associated reports, including payroll, property, and sales/use taxes.</p><p>• Build and maintain relationships with external stakeholders such as banks, accountants, and legal representatives.</p><p>• Lead the development and execution of the company’s long-term strategic financial plans.</p><p>• Provide guidance and mentorship to the finance team, fostering a culture of high performance and accountability.</p>
<p>The Receptionist is the first point of contact for guests and employees, ensuring a welcoming environment. This role focuses on delivering exceptional <strong>guest experience and hospitality</strong>, while supporting back-office operations and maintaining organized common areas.</p><p><br></p><p>Responsibilities:</p><p>• Greet visitors and clients warmly while maintaining a detail-oriented approach.</p><p>• Manage incoming calls using a multi-line phone system and efficiently transfer calls to the appropriate departments.</p><p>• Coordinate deliveries and sort incoming mail to ensure timely distribution.</p><p>• Assist with administrative tasks and provide support for special projects as needed.</p><p>• Communicate effectively with managers and clients to address deadlines or job-related concerns.</p><p>• Operate and manage switchboard systems to facilitate smooth communication within the organization.</p><p>• Maintain accurate records and ensure proper documentation of office activities.</p>
We are looking for an organized and detail-oriented Receptionist Intermediate to join our team in Charlotte, North Carolina. In this role, you will be responsible for managing front desk operations, handling administrative tasks, and ensuring smooth communication across various departments. This is a long-term contract position, ideal for individuals with 3-6 years of relevant experience and strong proficiency in Microsoft Office tools.<br><br>Responsibilities:<br>• Greet and assist visitors while maintaining a welcoming and detail-oriented reception area.<br>• Manage incoming and outgoing mail and deliveries efficiently.<br>• Coordinate office supply orders, including coffee and pantry items.<br>• Reserve conference rooms and ensure all meeting spaces are prepared as needed.<br>• Arrange catering services for events, meetings, and special requests.<br>• Submit technology and maintenance work requests promptly.<br>• Answer and direct calls using multi-line phone systems.<br>• Prepare presentations and documents using Microsoft PowerPoint.<br>• Maintain effective communication and collaboration through Microsoft Teams.
<p>We are looking for an experienced Senior Accountant to join our client's team. This role is vital in ensuring accurate accounting, maintaining internal controls, and driving process improvements. If you have a strong attention to detail and a solid background in accounting, we encourage you to apply.</p><p><br></p><p>Responsibilities:</p><p>• Oversee monthly and quarterly accounting activities across multiple entities and pay groups.</p><p>• Conduct and maintain internal controls to ensure compliance and accuracy.</p><p>• Analyze payroll expenses, including salaries, wages, taxes, and benefits, and prepare forecasts.</p><p>• Ensure proper general ledger coding in systems aligns with company policies.</p><p>• Participate in projects aimed at enhancing accounting processes and systems.</p><p>• Collaborate with departments such as HR, Operations, Finance, Tax, and Legal to resolve inquiries and support initiatives.</p><p>• Identify and implement best practices to improve processes, accuracy, and reduce errors.</p><p>• Investigate and resolve accounting discrepancies and irregularities.</p><p>• Prepare necessary documentation to support internal and external audits.</p><p>• Provide management with ad-hoc reporting and analysis as needed.</p>
<p><strong>Join our client's team as a Program Financial Analyst and play a key role in supporting financial operations for critical programs in a secure environment.</strong></p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Provide financial analysis, forecasting, and reporting to support program success.</li><li>Develop and track budgets to ensure accuracy and compliance.</li><li>Prepare monthly billings, reports, and variance analyses.</li><li>Ensure compliance with FAR, DFARS, GAAP, and other regulations.</li><li>Collaborate with program managers to align financial and operational goals.</li><li>Drive process improvements and enhance reporting systems.</li><li>Support audits, incurred cost proposals, and revenue recognition activities.</li></ul><p><br></p><p><br></p>
<p>We are looking for a dedicated Credit/Collections Analyst to join our team in Indian Trail, North Carolina. The ideal candidate will excel in managing credit and collections processes while ensuring compliance with company policies and industry standards. This role requires strong analytical skills and the ability to build positive relationships with clients and internal stakeholders.</p><p><br></p><p>Responsibilities:</p><p>• Oversee and manage credit and collections activities to minimize outstanding debts.</p><p>• Analyze credit applications and make decisions regarding credit approvals within company guidelines.</p><p>• Collaborate with clients to resolve payment issues and negotiate payment plans when necessary.</p><p>• Monitor accounts receivable and prepare reports on credit and collections performance.</p><p>• Ensure compliance with credit policies and procedures to mitigate financial risks.</p><p>• Conduct credit analysis to assess the financial viability of clients and recommend actionable strategies.</p><p>• Communicate effectively with internal teams to address disputes and improve collections processes.</p><p>• Identify opportunities for process improvements in credit and collections operations.</p><p>• Maintain accurate records of credit and collections activities for audit and reporting purposes.</p><p>• Provide guidance and support to entry level staff involved in credit and collections tasks.</p>
