We are looking for a Senior Financial Analyst to support strategic planning and financial decision-making for a growing organization in Charlotte, North Carolina. This role will partner with business leaders to evaluate performance, identify trends, and deliver insights that improve profitability. The ideal candidate brings strong FP&A experience, sharp analytical skills, and a solid understanding of pricing and margin performance within a services-oriented environment.<br><br>Responsibilities:<br>• Develop financial models and forecasting tools to support budgeting, planning, and long-range business decisions.<br>• Analyze operating results against forecasts and budgets, highlighting key drivers behind variances and recommending corrective actions.<br>• Partner with cross-functional stakeholders to assess pricing strategies, margin performance, and overall business profitability.<br>• Prepare recurring and ad hoc financial reports that translate complex data into clear, actionable insights for leadership.<br>• Use data analysis techniques to identify trends, risks, and opportunities that influence revenue and expense performance.<br>• Support monthly and quarterly planning cycles by consolidating inputs, validating assumptions, and improving reporting accuracy.<br>• Evaluate business performance across service lines or functions to help leadership make informed operational and investment decisions.
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.
We are looking for a detail-oriented Financial Analyst to support a long-term contract assignment based in Charlotte, North Carolina. This opportunity is well suited for someone who can review financial activity with a strong investigative mindset and identify unusual patterns tied to anti-money laundering and fraud risks. The role calls for someone who is comfortable working with large data sets, applying sound judgment, and using Excel to organize and interpret findings.<br><br>Responsibilities:<br>• Examine financial records and account activity to identify suspicious behavior, inconsistencies, or potential anti-money laundering concerns.<br>• Conduct investigative reviews related to fraud risk, documenting findings clearly and escalating issues when appropriate.<br>• Perform customer and transaction analysis to support KYC and AML compliance efforts.<br>• Use Excel tools such as formulas, pivot tables, and lookup functions to sort, validate, and analyze large volumes of data.<br>• Compile accurate reports that summarize trends, exceptions, and recommended next steps for internal stakeholders.<br>• Partner with compliance, risk, and operations teams to support project goals and maintain timely case resolution.<br>• Help address backlog review work tied to a focused cleanup initiative by prioritizing cases and maintaining quality standards.
We are looking for an Investment Accounting Associate to join our team in Charlotte, North Carolina. This position offers the chance to contribute to a growing private investment firm where you will support core financial operations, reporting, and compliance activities while working closely with firm leadership. The role is ideal for a hands-on accounting specialist who thrives in an entrepreneurial setting and enjoys partnering across both the firm and its portfolio companies. You will play an important part in strengthening financial processes and delivering accurate, timely information to internal stakeholders and investors.<br><br>Responsibilities:<br>• Direct daily accounting activities across the firm, including general ledger maintenance, payables, receivables, journal entries, and month-end close.<br>• Produce financial statements and internal management reports that provide leadership with clear and timely insight into performance.<br>• Strengthen accounting structures by maintaining the chart of accounts, supporting internal controls, and completing account and bank reconciliations.<br>• Monitor liquidity, coordinate treasury activity, and serve as a key contact for banking relationships and cash management matters.<br>• Partner with outside tax advisors to support preparation and filing of federal, state, and local tax documents, including partnership returns, K-1 reporting, and related entity filings.<br>• Administer investor-related financial processes such as capital calls, distributions, record maintenance, and reporting through the firm’s investor systems.<br>• Prepare recurring investor materials, including periodic financial updates, capital account information, and performance reporting packages.<br>• Support fund economics by calculating management fees and carried interest in line with governing agreements.<br>• Lead the quarterly valuation support process for portfolio holdings, coordinating with external valuation specialists when needed and summarizing conclusions for leadership.<br>• Track portfolio company results against budgets and investment assumptions while maintaining organized investment-level financial records and key operating metrics.
We are looking for a Finance Manager to provide hands-on financial leadership for a healthcare-related organization in Charlotte, North Carolina. This Long-term Contract opportunity is ideal for a detail-oriented individual who can oversee core accounting activities, support grant and payroll functions, and produce accurate financial reporting with minimal day-to-day supervision. The position will work closely with organizational leadership to strengthen financial operations, maintain reporting accuracy, and help guide budgeting and analysis efforts.<br><br>Responsibilities:<br>• Direct general ledger activity and lead the monthly close cycle to ensure timely and accurate financial records.<br>• Prepare, analyze, and review financial statements for leadership, highlighting key trends and variances.<br>• Administer grant-related accounting, including reconciliations, allocation tracking, and reporting tied to restricted funding.<br>• Coordinate payroll administration for a workforce of approximately 65 hourly and salaried employees through an outsourced Paychex process on a bi-weekly schedule.<br>• Monitor timekeeping inputs, payroll funding distributions, and grant-based payroll reporting to support compliance and accuracy.<br>• Contribute to budget preparation and perform budget-to-actual reviews to help leadership assess financial performance.<br>• Collaborate closely with internal organizational partners on day-to-day financial operations and strategic accounting needs.<br>• Work independently as a primary finance resource while partnering with a Billing Specialist to support broader accounting functions.
We are looking for a detail-focused Level One Investigator to support financial crimes compliance efforts in Charlotte, North Carolina. This Long-term Contract position is suited for someone who can evaluate transaction activity, apply sound judgment, and produce accurate findings in a high-volume setting. The role calls for strong analytical ability, careful documentation, and consistent adherence to regulatory standards and internal guidelines.<br><br>Responsibilities:<br>• Assess transaction monitoring alerts to identify activity that may present financial crime risk.<br>• Examine customer profiles and payment behavior to detect irregular activity, emerging patterns, and other risk signals.<br>• Perform initial-level investigative reviews and decide when a case should be referred for deeper examination.<br>• Flag matters that may require suspicious activity reporting or other regulatory follow-up.<br>• Manage a substantial investigation workload while maintaining established quality expectations and turnaround targets.<br>• Prepare clear case records that explain findings, supporting evidence, and the rationale behind each decision.<br>• Conduct due diligence research through internal platforms and appropriate external information sources.<br>• Work closely with compliance, risk, and financial crimes partners to support ongoing monitoring and case resolution.