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6 results for Finance in Charlotte, NC

Finance Manager

Charlotte, NC
remote
Temporary / Contract
0 - 0 USD / Yearly
We are looking for a Finance Manager/Controller to join a REMOTE contract engagement supporting cash flow planning and liquidity analysis in North Carolina. This interim role is well suited for a finance professional who can quickly step into an asset-based lending environment and strengthen forecasting accuracy. The consultant will help leadership evaluate near-term cash needs, monitor borrowing capacity, and improve financial visibility through practical modeling and reporting. Responsibilities:• Develop and manage short- and mid-range cash flow projections that support daily liquidity planning and business decision-making.• Build financial models that connect operating activity, working capital trends, and funding needs to provide clear insight into cash performance.• Evaluate how receivables and inventory influence borrowing availability within an asset-based lending structure and reflect those impacts in forecasts.• Prepare and refine reporting tied to invoice-backed and inventory-backed financing arrangements to support lender expectations and internal review.• Work closely with finance leadership to provide a clearer view of cash position, expected inflows and outflows, and available borrowing capacity.• Review current forecasting approaches, identify gaps or inefficiencies, and implement improvements that increase reliability and speed.• Support financial analysis related to liquidity management, funding requirements, and other time-sensitive finance priorities during the engagement.
2026-07-29T00:00:00Z

Fund Accountant

Charlotte, NC
onsite
Permanent / Full Time
75000 - 90000 USD / Yearly
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. Responsibilities: • Produce and evaluate quarterly fund financial statements to ensure accuracy, completeness, and alignment with applicable accounting and reporting standards. • Lead monthly close coordination by working closely with the fund administrator and internal investment accounting partners to keep deliverables on schedule. • Examine supporting schedules and investor-related calculations, including fee allocations, distribution models, and statement packages, for quality and consistency. • Oversee recurring and ad hoc investor reporting requests by partnering with external administrators and internal relationship teams to deliver timely supplemental information. • Support the completion of annual audits across multiple investment entities by organizing documentation, addressing requests, and facilitating communication with auditors. • Partner with external tax advisors on data gathering, analysis, filings, registrations, and review of fund tax return materials. • Act as a key contact for compliance matters related to investment structures, coordinating with asset managers and outside tax professionals as needed. • Prepare and maintain quarterly benchmark reporting, variance analysis, and other fund-level performance support materials. • Review quarterly debt compliance reporting and contribute accounting support for acquisitions, transactions, and other investment activity.
2026-07-29T00:00:00Z

Financial Analyst

Charlotte, NC
onsite
Temporary / Contract
28.5 - 33 USD / Hourly
We are looking for AML Analysts to join a Contract assignment in Charlotte, North Carolina, supporting financial crimes compliance work in a deadline-driven environment. This role is suited for someone who can evaluate transactional activity with care, draw sound conclusions from complex information, and maintain quality while handling a substantial workload. The position requires strong written documentation skills, thoughtful decision-making, and a practical understanding of regulatory expectations within financial services. Responsibilities:• Assess transaction monitoring alerts to detect activity that may present money laundering, fraud, or other financial crime concerns.• Examine customer profiles, account behavior, and transaction details to recognize inconsistencies, emerging patterns, and potential risk signals.• Complete initial-level alert reviews and decide when findings should be advanced for deeper investigation or additional scrutiny.• Determine whether cases may warrant consideration for suspicious activity reporting or other related regulatory follow-up.• Manage a large pipeline of investigative work while consistently meeting productivity targets and quality expectations.• Prepare thorough case summaries that clearly explain the analysis performed, supporting evidence reviewed, and conclusions reached.• Conduct research through internal records and appropriate external sources to strengthen due diligence and investigative outcomes.• Work in alignment with applicable regulatory standards and internal compliance procedures throughout the review process.• Partner with compliance, risk, and financial crimes stakeholders to support monitoring efforts and address case-related questions.
2026-07-31T00:00:00Z

Financial Analyst

Charlotte, NC
onsite
Permanent / Full Time
65000 - 90000 USD / Yearly
We are seeking a Financial Analyst to support financial planning, reporting, and analysis. The ideal candidate will have strong analytical skills, experience with financial modeling, and a solid understanding of real estate financial metrics. Key Responsibilities<ul><li>Prepare and analyze monthly, quarterly, and annual financial reports for real estate assets and corporate operations.</li><li>Develop and maintain financial models for budgeting, forecasting, cash flow projections, and investment analysis.</li><li>Perform variance analysis and provide explanations for budget-to-actual results.</li><li>Support annual budgeting and forecasting processes</li><li>Prepare reports and presentations for executive leadership, lenders, investors, and stakeholders.</li><li>Track key performance indicators (KPIs) and identify opportunities to improve financial performance.</li><li>Collaborate with accounting teams during month-end close and financial statement review processes.</li><li>Support cash management, capital planning, and debt compliance reporting.</li><li>Participate in ad hoc financial analysis and special projects as needed.</li></ul>
2026-07-28T00:00:00Z

Financial Analyst

Lincolnton, NC
onsite
Permanent / Full Time
70000 - 90000 USD / Yearly
We are looking for a Financial Analyst to support informed decision-making through detailed financial evaluation, pricing insight, and operational reporting. This role partners with teams across the business in Lincolnton, North Carolina to translate data into practical recommendations that strengthen profitability, budgeting, and inventory performance. The ideal candidate brings strong analytical ability, sound business judgment, and a solid foundation in financial modeling and variance analysis. Responsibilities: • Perform detailed reviews of financial results, including cash movement, income statement performance, and cost trends, to guide business planning and day-to-day decisions. • Partner with commercial stakeholders to assess product costs, evaluate margins, and support pricing decisions that align with profitability goals. • Maintain cost center analysis by calculating rates within internal systems, investigating variances, and recommending improvements to financial performance. • Complete monthly inventory valuation activities, examine discrepancies, and highlight inventory gains, losses, or shortages to improve control processes. • Assist with quarterly and annual physical inventory counts to help maintain accurate records and support audit preparedness. • Evaluate sales activity, customer demand patterns, and market information to identify trends and provide pricing and profitability recommendations. • Build and enhance advanced Excel-based reporting tools, using pivot tables and complex formulas to streamline analysis and management reporting. • Work with cross-functional teams to collect, verify, and consolidate data used for forecasts, budgets, and performance measurement. • Prepare recurring management reports, support profit and loss forecasting, and contribute to the annual budgeting process and long-range planning initiatives. • Monitor compliance with accounting standards and internal controls while analyzing waste-related data to identify cost reduction and operational efficiency opportunities.
2026-07-15T00:00:00Z

Financial Reporting Manager

Charlotte, NC
onsite
Permanent / Full Time
125000 - 160000 USD / Yearly
We are looking for a skilled Financial Reporting Manager to oversee the preparation, analysis, and submission of external financial reports in compliance with U.S. Securities and Exchange Commission regulations. This role will play a pivotal part in ensuring the accuracy of quarterly, annual, and periodic filings, while maintaining adherence to technical accounting standards and internal controls. The ideal candidate will collaborate with cross-functional teams and support complex accounting matters to drive organizational efficiency and compliance. Responsibilities: • Lead the preparation, review, and timely submission of SEC filings, including Forms 10-Q, 10-K, and other required disclosures. • Coordinate the development of financial statements, footnote disclosures, and Management’s Discussion and Analysis (MD&A). • Ensure accurate SEC tagging and compliance with relevant regulations. • Research and implement new accounting standards and regulatory changes, providing technical guidance on complex transactions such as revenue recognition and business combinations. • Maintain robust internal controls and support compliance efforts across the organization. • Collaborate with departments such as legal, investor relations, FP&A, and internal audit to ensure consistency in financial reporting policies. • Assist external auditors with quarterly reviews and annual audit procedures. • Drive improvements in reporting processes, systems, and documentation, implementing best practices in corporate accounting. • Support special initiatives, including mergers and acquisitions, system upgrades, and policy updates. • Prepare materials for earnings releases, board meetings, and investor-related reporting.
2026-07-28T00:00:00Z