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.<br><br>Responsibilities:<br>• Lead the preparation, review, and timely submission of SEC filings, including Forms 10-Q, 10-K, and other required disclosures.<br>• Coordinate the development of financial statements, footnote disclosures, and Management’s Discussion and Analysis (MD&A).<br>• Ensure accurate SEC tagging and compliance with relevant regulations.<br>• Research and implement new accounting standards and regulatory changes, providing technical guidance on complex transactions such as revenue recognition and business combinations.<br>• Maintain robust internal controls and support compliance efforts across the organization.<br>• Collaborate with departments such as legal, investor relations, FP&A, and internal audit to ensure consistency in financial reporting policies.<br>• Assist external auditors with quarterly reviews and annual audit procedures.<br>• Drive improvements in reporting processes, systems, and documentation, implementing best practices in corporate accounting.<br>• Support special initiatives, including mergers and acquisitions, system upgrades, and policy updates.<br>• Prepare materials for earnings releases, board meetings, and investor-related reporting.
We are looking for a detail-oriented Fund Accountant to join our asset management team in Charlotte, North Carolina. This role involves overseeing financial reporting, compliance, and audits related to investment funds, ensuring accuracy and adherence to industry standards. The ideal candidate will excel in managing deadlines, collaborating with cross-functional teams, and maintaining the integrity of financial data.<br><br>Responsibilities:<br>• Prepare and review quarterly financial statements at the fund level, ensuring compliance with industry guidelines and organizational standards.<br>• Coordinate monthly financial close processes, working closely with third-party administrators and internal accounting teams.<br>• Review and validate workpapers, fee calculations, investor statements, and waterfall distributions.<br>• Oversee investor reporting deliverables, including quarterly, annual, and ad-hoc requests for supplemental data and analyses.<br>• Facilitate annual audits for various investment vehicles, ensuring timely and accurate completion.<br>• Collaborate with external tax teams on data requests, registrations, filings, and tax return reviews.<br>• Manage compliance requirements and act as a liaison between asset managers and tax consultants.<br>• Maintain quarterly benchmark and variance reports at the fund level.<br>• Review compliance reports related to secured debt on a quarterly basis.<br>• Provide acquisition and transaction support to the Investments team.
We are looking for an experienced finance leader to join a growing organization in Charlotte, North Carolina as a Long-term Contract VP/Director of Finance. This role will bring structure to financial planning and analysis by establishing a scalable budgeting and planning framework, strengthening reporting, and creating more effective business partnerships across the company. The ideal candidate can step into a fast-moving environment, quickly assess current gaps, and help the executive team build a more disciplined and forward-looking finance function.<br><br>Responsibilities:<br>• Design and implement a practical budgeting and planning framework that supports organizational goals and improves consistency across the finance function.<br>• Lead annual budget development by guiding both top-down and bottom-up planning activities and aligning financial assumptions with business priorities.<br>• Produce clear financial reports, dashboards, and analytical insights that help leadership make informed decisions.<br>• Develop and maintain cash flow forecasts to improve visibility into liquidity, timing, and operational needs.<br>• Partner with business leaders to build stronger financial accountability, translate performance results, and support better decision-making.<br>• Oversee month-end close coordination from an FP&A perspective, ensuring accurate analysis of results, key variances, and emerging trends.<br>• Evaluate budgeting and planning tools, including future NetSuite-related capabilities, and provide finance leadership with informed recommendations on process alignment.<br>• Collaborate with teams involved in system integration efforts, including Workday-related initiatives, to understand new processes and ensure finance planning needs are supported.
We are looking for an experienced Treasury Manager to join our team in Huntersville, North Carolina on a Contract basis. This position leads core treasury operations by overseeing liquidity, cash positioning, banking activity, and financial risk considerations that support sound business decisions. The role also contributes to reporting, process optimization, and working capital management while helping ensure the organization maintains efficient and well-controlled treasury practices.<br><br>Responsibilities:<br>• Direct daily treasury operations by reviewing cash availability, debt exposure, and entity-level funding needs to maintain appropriate liquidity.<br>• Authorize and coordinate movement of funds across accounts and legal entities to support disbursements, borrowing activity, and short-term cash requirements.<br>• Manage banking relationships, maintain account oversight, and prepare bank performance reporting to support service quality and operational transparency.<br>• Develop cash flow insights through forecasting, stress testing, and analysis of interest expense, investment income, and broader funding needs.<br>• Prepare treasury-related reporting, journal entries, and month-end or year-end deliverables for leadership review and financial close activities.<br>• Monitor compliance with internal controls, banking regulations, anti-money laundering requirements, and other standards affecting treasury transactions.<br>• Support debt administration activities, including borrowing arrangements, hedge-related obligations, swap settlements, and associated valuation reporting.<br>• Identify opportunities to improve treasury processes by simplifying account structures, enhancing reporting workflows, and documenting operating procedures.<br>• Partner with cross-functional teams to define business needs and apply treasury technology solutions that improve efficiency and visibility.<br>• Provide leadership to the treasury team by setting high execution standards, mentoring staff, and encouraging stronger cash flow and productivity outcomes.
We are looking for an experienced Intercompany Accounting Manager to join our team in Charlotte, North Carolina. In this role, you will oversee global intercompany accounting processes, ensure compliance with accounting standards, and manage financial reporting for international subsidiaries and holding entities. This position plays a vital role in monthly closing, consolidations, and enforcing internal controls while collaborating with cross-functional teams to drive efficiencies.<br><br>Responsibilities:<br>• Develop and manage intercompany accounting processes, including billing, settlements, eliminations, and reconciliations across global entities.<br>• Ensure accurate and timely completion of monthly, quarterly, and annual intercompany close procedures.<br>• Resolve discrepancies and disputes in intercompany transactions by working closely with corporate and segment accounting teams.<br>• Establish and enforce policies and governance for intercompany accounting activities.<br>• Perform accounting responsibilities for international subsidiaries and holding companies, ensuring compliance with both U.S. and local statutory requirements.<br>• Oversee accounting for dividends, capital contributions, intercompany loans, equity transactions, and restructuring activities.<br>• Collaborate with external advisors and local teams to manage statutory reporting, audits, and filings.<br>• Drive improvements in foreign currency accounting, including remeasurement and translation processes.<br>• Ensure strong internal controls over intercompany and subsidiary accounting workflows.<br>• Support internal and external audits by preparing necessary documentation and addressing findings.
We are looking for an Account Manager to join a team in Charlotte, North Carolina in a contract-to-permanent capacity. This position supports client-facing retirement plan administration activities and is ideal for someone who can combine relationship management with strong operational accuracy. The role will work closely with employer-sponsored plan activity, participant transactions, and payroll-related contribution processes while delivering responsive service to business clients and stakeholders.<br><br>Responsibilities:<br>• Manage business relationships by serving as a primary point of contact for account-related questions, service needs, and issue resolution.<br>• Support administration of employer-sponsored retirement plans, including participant transaction handling and withdrawal-related activities in accordance with plan rules and regulatory guidelines.<br>• Review and process payroll contribution files, ensuring deductions are accurately applied and invested within established timelines.<br>• Maintain precise account records, documentation, and reporting tied to defined contribution plans and tax-related activities.<br>• Respond to inbound inquiries from clients and internal partners with clear communication and timely follow-through.<br>• Use spreadsheets and Excel-based tools, including macros when needed, to organize data, track activity, and improve processing accuracy.<br>• Partner with administrative and service teams to resolve discrepancies, prevent errors, and uphold a high standard of account support.<br>• Assist with ongoing account servicing needs across retirement plan operations, including recordkeeping and contribution-related processing tasks.