<ul><li>Lead business analysis efforts for Microsoft Dynamics 365 implementations, enhancements, and support initiatives</li><li>Partner with business stakeholders across Finance, Operations, Sales, and Customer Service to gather, analyze, and document requirements</li><li>Translate business needs into functional specifications, user stories, and process flows aligned with D365 capabilities</li><li>Configure and support D365 modules (e.g., Finance, Supply Chain, Sales, Customer Service) at a functional level</li><li>Facilitate workshops, requirements sessions, and solution design discussions</li><li>Analyze current-state processes and identify opportunities for optimization, automation, and standardization</li><li>Collaborate with developers, architects, and QA teams to ensure successful solution delivery</li><li>Support data migration, integration mapping, and validation between D365 and other systems</li><li>Lead User Acceptance Testing (UAT), including test planning, execution, and defect resolution</li><li>Act as a liaison between business users and technical teams, ensuring clear communication and alignment</li><li>Provide post-implementation support, troubleshooting, and continuous improvement recommendations</li><li>Maintain documentation including business requirements, process diagrams, and training materials</li><li>Support change management efforts, including user training and adoption strategies</li></ul>
<ul><li>Design, build, and maintain interactive dashboards and reports using Microsoft Power BI to support business decision-making</li><li>Develop and optimize complex SQL queries, views, and stored procedures for data extraction, transformation, and analysis</li><li>Create and manage data models within Microsoft Power BI, including relationships, hierarchies, and performance tuning</li><li>Write advanced calculations and measures using DAX to deliver meaningful business insights</li><li>Use Power Query to clean, transform, and shape data from multiple sources</li><li>Integrate data from various systems (ERP, CRM, flat files, APIs) into cohesive reporting datasets</li><li>Perform data validation, reconciliation, and quality checks to ensure accuracy and consistency</li><li>Partner with business stakeholders to gather reporting requirements and translate them into technical solutions</li><li>Analyze trends, patterns, and anomalies to provide actionable insights and recommendations</li><li>Optimize report performance, including dataset design, query efficiency, and refresh strategies</li><li>Maintain documentation for data sources, models, and reporting logic</li><li>Support ad hoc data requests and exploratory analysis</li><li>Collaborate with data engineering and IT teams on data pipelines, warehousing, and governance initiatives</li></ul>
We are looking for a Sr. Financial Analyst to support financial planning, reporting, and performance analysis for a key area of operations in Charlotte, North Carolina. This role will translate complex financial and operational data into clear insights for leadership, while also strengthening reporting processes and supporting planning cycles. The ideal candidate brings strong FP&A experience, advanced analytical skills, and the ability to work effectively with Oracle and Excel in a fast-paced manufacturing environment.<br><br>Responsibilities:<br>• Develop recurring management reports that highlight financial performance, prior-period results, budget alignment, forecast updates, and emerging business trends<br>• Create monthly profit and loss reporting packages and provide clear explanations for variances against plan and prior performance<br>• Assist with monthly forecasting activities by compiling inputs, validating assumptions, and summarizing projected results for stakeholders<br>• Partner with finance, commercial teams, and operations leaders to deliver analyses that support decision-making across the business<br>• Build executive-ready presentations using charts, tables, and visual summaries for senior leadership and board-level discussions<br>• Use Oracle to generate standard and ad hoc reporting while helping oversee reporting structures and the movement of data through the system<br>• Contribute to reporting improvement efforts by tracking key initiatives and serving as a central resource for transformation-related activities<br>• Monitor competitor and market performance through public filings, quarterly earnings materials, and other industry sources<br>• Perform additional financial analysis as business needs evolve, including special projects and on-demand reporting requests
<p>We are looking for a detail-oriented Financial Analyst to support service billing activities for North America Field Service in Charlotte, North Carolina. This Long-term Contract position focuses on reviewing completed work, confirming documentation and approvals, resolving billing-related discrepancies, and preparing service orders for invoicing. The role works closely with field teams and internal partners in a fast-paced environment, with a hybrid schedule and increased activity during month-end and quarter-end periods.</p><p><br></p><p>Responsibilities:</p><p>• Review completed service jobs and project records to confirm they meet requirements for billing readiness.</p><p>• Verify customer approvals, order closure details, and supporting documentation before releasing work for invoicing.</p><p>• Examine labor, material, and other cost entries for accuracy and make or coordinate corrections when discrepancies are identified.</p><p>• Update service orders to the appropriate billing-ready status so invoicing can proceed without delay.</p><p>• Partner with field offices to clarify job status, resolve exceptions, and communicate outstanding issues affecting billing completion.</p><p>• Track open orders each day, prioritize aging items, and support deadline-driven month-end activities.</p><p>• Monitor shared invoice upload queues and address daily processing needs in coordination with assigned markets.</p><p>• Assist in researching customer billing questions or disputes and provide timely progress updates to stakeholders.</p><p>• Support performance goals by maintaining accuracy, responsiveness, and consistent follow-through on assigned work.</p><p>• Identify opportunities to streamline billing readiness workflows and contribute to ongoing process improvement efforts.</p>
<p>We are seeking a Business Intelligence Developer to support a growing analytics environment focused on operational reporting, financial analytics, and enterprise data visibility. This role will work closely with the lead BI Developer and broader technology team to enhance reporting capabilities across a modern Microsoft and Azure-based environment.</p><p>The ideal candidate will have strong Power BI and SQL experience along with the ability to work with operational and financial datasets. This position is well suited for a hands-on BI professional who enjoys building dashboards, supporting analytics initiatives, and collaborating with both technical and business teams.</p><p><strong>Responsibilities</strong></p><ul><li>Develop and maintain Power BI dashboards, reports, and visualizations </li><li>Support reporting initiatives related to job costing, operational metrics, margin analysis, and profitability </li><li>Work with large datasets across multiple business systems and platforms </li><li>Create and optimize SQL queries, data models, and reporting structures </li><li>Collaborate with the lead BI Developer on enterprise analytics initiatives </li><li>Support integration and reporting efforts across NetSuite, Oracle, and ERP/CRM systems </li><li>Assist with data validation, reporting accuracy, and ongoing reporting enhancements </li><li>Utilize DAX and Power Query to improve analytics usability and reporting performance </li></ul><p><strong>Environment</strong></p><ul><li>Azure cloud environment </li><li>Power BI reporting ecosystem </li><li>Azure Data Factory and Data Lake infrastructure </li><li>NetSuite ERP </li><li>Oracle legacy systems </li><li>ASP.NET ERP/CRM platform </li></ul>
<p>Robert Half is working with a company in South Charlotte who is looking to bring on a detail-oriented Financial Analyst onto their team in South Charlotte. This role involves supporting corporate finance reporting and data management. The ideal candidate will have strong analytical skills and a proactive approach to problem-solving, ensuring the efficiency and accuracy of financial processes.</p><p><br></p><p>Responsibilities:</p><p>• Collaborate with team members to support corporate finance reporting across various operations.</p><p>• Perform financial analysis tasks, including variance analysis and ad hoc reporting.</p><p>• Assist in the transformation of reporting processes and track progress on financial initiatives.</p><p>• Conduct in-depth data analysis to support decision-making and operational improvements.</p><p>• Create financial models to forecast and evaluate performance trends.</p><p>• Work extensively with Excel to compile, analyze, and present financial data.</p><p>• Proactively identify areas for process enhancement and recommend solutions.</p><p>• Serve as a point of contact for tracking and reporting key initiatives.</p><p>• Develop actionable insights through data mining and interpretation.</p>
We are looking for a detail-oriented Financial Analyst to join our team in Statesville, North Carolina. In this role, you will play a key part in analyzing financial data, preparing reports, and delivering insights that guide strategic decision-making. If you have a strong aptitude for numbers and a passion for financial modeling, we encourage you to apply.<br><br>Responsibilities:<br>• Conduct in-depth financial analysis to evaluate business performance and identify trends.<br>• Develop and maintain financial models to support forecasting and decision-making processes.<br>• Perform ad hoc financial analyses to address specific business needs and provide actionable insights.<br>• Analyze variances between planned and actual financial outcomes, identifying root causes and areas for improvement.<br>• Utilize data mining techniques to extract and interpret financial data from various sources.<br>• Collaborate with cross-functional teams to provide financial insights and recommendations.<br>• Prepare detailed financial reports and presentations for management.<br>• Ensure accuracy and completeness of financial data by verifying and reconciling discrepancies.<br>• Monitor industry trends and economic conditions to assess their potential impact on financial performance.<br>• Support budgeting and planning activities by providing accurate and timely financial projections.
<p>We are looking for a Financial Analyst to join a growing team south of Charlotte. This role will turn financial data into meaningful business insight by supporting reporting, planning, and performance evaluation across the organization. The ideal candidate combines strong analytical ability with clear communication skills and can work effectively with both finance leaders and cross-functional partners.</p><p><br></p><p>Responsibilities:</p><p>• Evaluate financial results by reviewing statements, operating plans, forecast updates, and performance-to-plan trends.</p><p>• Produce recurring financial reporting for monthly, quarterly, and annual review cycles, ensuring leadership receives accurate and timely analysis.</p><p>• Build and refine financial models that inform operational planning, capital decisions, and strategic initiatives.</p><p>• Track key business metrics, identify notable changes in performance, and explain the drivers behind results.</p><p>• Contribute to the budgeting process, forecast revisions, and longer-term financial planning activities.</p><p>• Perform profitability, cost-impact, and risk assessments to support decision-making across the business.</p><p>• Assist with audit preparation and help maintain adherence to accounting guidelines, policies, and internal control standards.</p><p>• Partner with teams across the organization to deliver financial insight and present recommendations to audiences ranging from department leaders to executives and investors.</p><p>• Provide additional analytical and reporting support as business needs evolve.</p>
<p><strong>Overview</strong></p><p>We are seeking a reliable and customer-focused IT Help Desk Support Specialist to provide first-level technical support to end users across the organization. In this role, you will be responsible for managing incoming support requests, troubleshooting a variety of hardware and software issues, and ensuring timely resolution or escalation. You will play a key role in maintaining daily IT operations by prioritizing requests, documenting issues accurately, and delivering a high level of customer service. This position is ideal for someone who is detail-oriented, communicates effectively, and thrives in a fast-paced, team-driven environment.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Serve as first point of contact for IT support (phone, email, ticketing system)</li><li>Log, track, and prioritize all support requests with accurate documentation</li><li>Troubleshoot and resolve basic hardware, software, and access issues; escalate as needed</li><li>Follow established escalation procedures and service level expectations</li><li>Maintain and update help desk documentation and knowledge base</li><li>Monitor ticket queues and follow up to ensure timely resolution</li><li>Support IT projects and continuous process improvement initiatives </li></ul>