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 skilled Financial Analyst to join our team in Lincolnton, North Carolina. In this role, you will leverage your expertise in financial analysis, cost accounting, and strategic planning to drive informed business decisions and enhance operational efficiency. This position offers an excellent opportunity to contribute to key business initiatives and collaborate with cross-functional teams to achieve organizational goals.<br><br>Responsibilities:<br>• Conduct detailed financial analyses, including cash flow assessments, cost accounting, and profit and loss evaluations, to support strategic decision-making.<br>• Manage product costing while working closely with the Sales Team to ensure accurate pricing, margin analysis, and profitability tracking.<br>• Perform monthly inventory valuations and variance analyses, addressing discrepancies to improve inventory control systems.<br>• Participate in quarterly and annual physical inventory counts to ensure accuracy and compliance with audit standards.<br>• Analyze sales trends, customer purchasing patterns, and market data to recommend pricing strategies that optimize profitability.<br>• Develop and automate complex Excel reports using pivot tables and advanced formulas to streamline data analysis and presentation.<br>• Collaborate with various departments to gather and validate data for budgeting, forecasting, and performance monitoring.<br>• Ensure adherence to government accounting practices and internal control regulations, supporting compliance efforts.<br>• Prepare monthly management reports, profit and loss forecasts, and lead the annual budgeting process to align financial strategies with business objectives.<br>• Create and maintain financial models to support scenario planning and long-term organizational growth initiatives.
<p>We are looking for a skilled Finance Analyst to join our team on a contract basis in Charlotte, North Carolina. This role focuses on providing detailed financial insights and managing project-related costs within the transportation equipment manufacturing industry. The ideal candidate will excel in financial modeling and data analysis, utilizing advanced tools to support strategic decision-making.</p><p><br></p><p>Responsibilities:</p><p>• Analyze financial data to assess project costs and spending variables.</p><p>• Develop and maintain advanced financial models to support business objectives.</p><p>• Conduct variance analysis to identify discrepancies and recommend corrective actions.</p><p>• Perform ad hoc financial analyses to address specific business questions.</p><p>• Utilize data mining techniques to extract meaningful insights from large datasets.</p><p>• Collaborate with cross-functional teams to align financial strategies with organizational goals.</p><p>• Ensure accurate reporting and forecasting to support project planning.</p><p>• Monitor and evaluate key financial metrics to improve operational efficiency.</p><p>• Provide detailed financial reports and presentations to stakeholders.</p><p>• Support decision-making processes by delivering actionable financial recommendations.</p>
<p><strong>Senior Accounting Operations Lead — $125–135k + Bonus | Hybrid (Charlotte, NC)</strong></p><p><strong>3 days on-site / 2 days remote | Light travel | PE-backed environment</strong></p><p>A rapidly growing, multi-brand organization in the automotive services industry is seeking a <strong>Senior Accounting Operations Lead</strong> to drive process improvement, strengthen workflows, and help build a cohesive accounting function as the company continues to scale.</p><p>This organization was formed through the acquisition of several regional brands across the East Coast and Midwest, and is now consolidating its accounting operations into a centralized Charlotte hub. The ideal candidate thrives in fast-moving environments, enjoys building structure from the ground up, and is energized by change-management work.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Serve as a key partner to AP & AR teams across multiple business units</li><li>Lead process re‑engineering efforts to streamline workflows and create consistency across all brands</li><li>Work cross‑functionally with accounting groups nationwide to improve efficiency and establish best practices</li><li>Support the transition from several small regional teams toward one unified accounting structure</li><li>Play a central role in designing future-state processes in a high-growth, PE‑backed environment</li><li>Collaborate closely with senior leadership and contribute to broader operational improvements</li><li>Prepare to assume formal team leadership as the department centralizes (expected ~4 direct reports in the future)</li></ul><p><br></p><p><strong>Role Structure</strong></p><ul><li><strong>Reports to:</strong> Senior leader within Corporate Accounting</li><li><strong>Future growth:</strong> No immediate direct reports in year one, but positioned to build and lead a team as consolidation progresses</li><li><strong>Schedule:</strong> Hybrid — <strong>3 days onsite</strong> in Charlotte once the office opens; <strong>2 days remote</strong></li><li><strong>Travel:</strong> Very light, occasional</li><li><strong>ERP:</strong> Sage (experience helpful but not required)</li></ul>
<p>We are looking for an experienced Accounting Manager to join our team in South Charlotte. This is a long-term contract position ideal for a proactive and detail-oriented individual who thrives in a collaborative environment. The role requires a hands-on leader with extensive SAP expertise and a strong ability to manage accounting operations effectively.</p><p><br></p><p>Responsibilities:</p><p>• Oversee and manage month-end close processes to ensure timely and accurate reporting.</p><p>• Maintain and reconcile the general ledger and accounts to uphold financial accuracy.</p><p>• Lead financial statement audits and provide necessary documentation to auditors.</p><p>• Prepare and review journal entries, ensuring compliance with accounting standards.</p><p>• Utilize SAP to perform advanced accounting functions, including executing t-codes.</p><p>• Manage and mentor team members, fostering a positive and collaborative work environment.</p><p>• Ensure accounts payable processes run smoothly, leveraging systems like Doxis where applicable.</p><p>• Identify opportunities for process improvement and implement proactive solutions.</p><p>• Collaborate with other departments to support organizational financial goals.</p>
We are looking for an experienced Senior Financial Analyst to oversee and manage the financial operations of a key business unit. This role is essential for analyzing and interpreting financial data to support strategic decision-making and ensure optimal performance. Candidates should bring strong expertise in financial planning and analysis, coupled with a background in manufacturing.<br><br>Responsibilities:<br>• Manage and take ownership of the full profit and loss (P&L) statement for the assigned business unit.<br>• Conduct detailed financial planning and analysis to support strategic initiatives and operational goals.<br>• Lead month-end close processes, including inventory reconciliation and financial reporting.<br>• Utilize financial modeling techniques to forecast revenue, expenses, and other key metrics.<br>• Perform variance analysis to identify discrepancies and provide actionable insights.<br>• Execute ad hoc financial analyses to address business needs and support leadership decision-making.<br>• Apply data mining techniques to extract and analyze large datasets for meaningful financial insights.<br>• Collaborate with cross-functional teams to align financial strategies with organizational objectives.<br>• Ensure compliance with company policies and industry standards during all financial operations.
<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 a skilled Treasury Analyst to join our team in Huntersville, North Carolina. In this Contract to permanent role, you will play a critical part in managing cash flow, overseeing treasury operations, and ensuring financial accuracy. The ideal candidate will have a strong background in corporate treasury and a keen eye for detail.<br><br>Responsibilities:<br>• Monitor daily cash balances to ensure sufficient funds are available for operational needs.<br>• Develop detailed cash flow forecasts to support both short- and long-term financial planning.<br>• Manage relationships with banking partners and oversee account administration tasks.<br>• Assist in executing and tracking debt transactions and investment activities.<br>• Facilitate treasury operations, including processing wire transfers and managing intercompany funding.<br>• Reconcile bank accounts regularly and resolve any discrepancies promptly.<br>• Enhance treasury systems and workflows to improve efficiency and accuracy.<br>• Ensure adherence to internal policies and regulatory requirements.<br>• Provide support during treasury audits and contribute to compliance reporting.<br>• Collaborate with cross-functional teams to optimize cash management strategies and forecasting.
<p>We are looking for a skilled FP&A Analyst to FP&A Manager level to join our team in Charlotte, North Carolina. In this long-term contract role, you will play a pivotal part in enhancing financial planning and analysis processes, ensuring cost savings initiatives are accurately tracked, and contributing to the overall financial rigor of the organization. This position offers an opportunity to work closely with executives, finance leadership, and cross-functional teams while driving process improvements and operational efficiencies.</p><p><br></p><p>Responsibilities:</p><p>• Monitor and validate cost savings initiatives to ensure they are accurately realized and reflected in financial forecasts.</p><p>• Conduct in-depth analysis of timing shifts versus actual savings realization across various business areas, including offshoring and personnel-related cost changes.</p><p>• Develop and maintain executive-level summaries, dashboards, and reports to provide visibility into savings initiatives and financial performance.</p><p>• Integrate cost-saving measures into forecast cycles and long-range financial plans.</p><p>• Collaborate with internal finance teams and consulting partners to support portfolio reporting and executive-level presentations.</p><p>• Evaluate existing tracking tools and workflows, identifying opportunities for streamlining and process enhancements.</p><p>• Act as a proactive contributor by independently managing financial reporting, validation, and savings tracking.</p><p>• Apply a financial lens to operational programs, ensuring alignment with organizational goals.</p><p>• Provide clarity on delivered savings versus planned initiatives, supporting decision-making at the executive level.</p><p>• Support prioritization and visibility for multiple ongoing projects within the organization.</p>
<p>We are looking for a strategic and results-driven Director of Finance to oversee the financial operations of an organization. This role is integral to driving financial planning, reporting, and analysis to ensure the company achieves its fiscal goals. The ideal candidate will bring strong leadership skills and a deep understanding of budgeting, forecasting, and financial strategy.</p><p><br></p><p>Responsibilities:</p><p>• Lead the development and execution of annual budgets, ensuring alignment with organizational goals.</p><p>• Manage and refine budget processes to optimize efficiency and accuracy.</p><p>• Prepare and present detailed financial reports to the executive board and stakeholders.</p><p>• Conduct cash flow analysis and forecasts to maintain financial stability.</p><p>• Oversee forecasting activities to ensure accurate projections of revenue and expenses.</p><p>• Collaborate with leadership to provide strategic guidance for financial decision-making.</p><p>• Ensure compliance with financial regulations and reporting standards.</p><p>• Identify opportunities for cost savings and operational improvements across departments.</p><p>• Provide insights and recommendations to support long-term financial planning.</p><p>• Supervise and mentor the finance team to foster growth and efficiency.</p>
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.
<p><strong>Overview:</strong></p><p>We are seeking an experienced <strong>Accounts Payable Manager</strong> to join our fast‑growing, fast‑paced organization. This is a <strong>hands-on, working manager role</strong> responsible for both day‑to‑day AP operations and people leadership. The ideal candidate has prior <strong>management or team lead experience</strong>, thrives in a dynamic environment, and is comfortable driving process improvements as the company scales. <strong>NetSuite or similar ERP experience is strongly preferred.</strong></p><p><strong>Key Responsibilities</strong></p><ul><li>Oversee the full-cycle Accounts Payable process, ensuring timely and accurate invoice processing, approvals, payment runs, and vendor management.</li><li>Lead, mentor, and develop the AP team; manage workloads, performance, and ongoing training.</li><li>Serve as a hands-on manager, stepping into daily processing as needed to support team workload and deadlines.</li><li>Ensure compliance with internal controls, company policies, and audit requirements.</li><li>Manage AP aging, month-end close tasks, reconciliations, and reporting.</li><li>Partner with Procurement, Accounting, and FP&A to streamline workflows and resolve discrepancies.</li><li>Implement process improvements to support scalability, automation, and efficiency.</li><li>Maintain vendor relationships, resolve payment issues, and negotiate terms when applicable.</li><li>Oversee 1099 preparation and other year-end AP responsibilities.</li><li>Utilize <strong>NetSuite</strong> (preferred) or similar ERP systems to manage AP workflows and reporting.</li></ul>
<p>We are looking for an experienced International Tax Manager to join our team in Charlotte, North Carolina. In this role, you will oversee critical international tax functions, including compliance, transfer pricing, and tax planning, while working closely with divisions, Treasury, and Accounting teams. This is an opportunity to contribute to strategic decision-making and ensure adherence to U.S. international tax regulations.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and oversee the completion of U.S. tax forms, including Form 5471, to ensure accurate foreign entity reporting.</p><p>• Collaborate with the Director of Income Tax Accounting to provide foreign income data for quarterly and annual tax provisions.</p><p>• Implement, monitor, and document global transfer pricing policies to ensure compliance and efficiency.</p><p>• Offer technical tax guidance to international business operations to optimize day-to-day activities.</p><p>• Support the Vice President of Tax in evaluating and implementing transfer pricing studies conducted by external consultants.</p><p>• Analyze tax and business implications of acquisitions, divestitures, and restructurings related to foreign operations.</p><p>• Identify and propose foreign tax planning opportunities, presenting recommendations to senior leadership.</p><p>• Advise on legal entity structures and operational changes to minimize tax liabilities for foreign operations.</p><p>• Assist in managing international aspects of U.S. tax audits and foreign affiliate audits, including drafting responses and supporting appeals.</p><p>• Provide strategic advice to the Corporate Treasury team to optimize global cash management and minimize tax implications.</p>
<p>Protiviti Engagement- Contract Role </p><p>We are partnering with a confidential financial services client undergoing a transition in waterfall payment modeling and CLO conversion. To support this initiative, we are expanding the project team with skilled CLO Modelers and Reporting Analysts.</p><p><br></p><p>• Reporting Analyst (3-5 years' experience)</p><p>• CLO Modeler (3–5 years' experience)</p><p><br></p><p>What You’ll Do</p><p>• Support the transition of complex payment waterfalls into automated systems</p><p>• Convert Collateralized Loan Obligations (CLOs) into modeled structures</p><p>• Collaborate closely with Relationship Management teams as responsibilities shift</p><p>• Deliver clear, intuitive reporting using BI tools and reporting engines</p><p>• Conduct due diligence on loan portfolios, including CLO structures</p><p>• Analyze and evaluate credit risk models to ensure alignment with regulatory and organizational standards</p><p>• Develop and implement strategies to optimize leveraged loan and credit risk frameworks</p><p>• Monitor and enhance risk management processes to improve efficiency and compliance</p><p>• Provide insights and recommendations to strengthen credit and loan risk practices</p><p>• Lead workflow improvements and support data‑driven decision‑making across the risk management function</p><p><br></p><p>Skills We’re Looking For</p><p>• CDO Suite expertise (required for CLO Modelers)</p><p>• Strong SQL and Excel proficiency</p><p>• Experience with reporting engines and BI tools</p><p>• Knowledge of CLOs or structured credit products (strong plus)</p><p>• Background in financial modeling, credit risk, or structured loan analysis</p><p><br></p><p>Locations</p><p>• Charlotte, NC (Hybrid Onsite) - Atlanta and Greensboro can also work. </p><p>• Remote option available for experienced CLO Modelers</p><p><br></p><p>Timeline</p><p>• Duration expected to span 6–8 months</p><p>• Target start date: March </p><p><br></p>
<p>We’re partnering with a growing organization seeking a Senior Data Analyst to serve as the internal NetSuite subject matter expert and lead financial reporting and analytics initiatives.</p><p>This role sits at the intersection of Finance and Data, working closely with a collaborative finance team to elevate reporting, system optimization, and executive-level financial visibility. The ideal candidate will take ownership of NetSuite reporting architecture and build scalable dashboards in Microsoft Power BI that drive informed decision-making across the organization.</p><p><br></p><p>What You’ll Own:</p><p><strong>NetSuite Leadership</strong></p><ul><li>Serve as the internal NetSuite SME (Saved Searches, Suite Analytics Connect, system architecture)</li><li>Optimize reporting accuracy and improve overall system usage</li><li>Strengthen data governance and financial visibility</li><li>Support ongoing system enhancements and continuous improvement</li></ul><p><strong>Executive-Level Reporting</strong></p><ul><li>Build and scale Power BI dashboards connected directly to NetSuite (ODBC/API or data warehouse)</li><li>Develop advanced DAX measures and complex KPI calculations</li><li>Automate refreshes and manage workspace security</li><li>Create intuitive, drill-down dashboards for Finance and Operations</li></ul><p><strong>Advanced Analytics</strong></p><ul><li>Write complex SQL queries to unify disparate datasets</li><li>Deliver variance analysis and forecasting insights</li><li>Move reporting beyond descriptive analytics toward predictive insights</li></ul><p><strong>Stakeholder Collaboration</strong></p><ul><li>Partner closely with Finance and department leaders</li><li>Standardize data inputs for cleaner, more reliable reporting</li><li>Present actionable insights and recommendations to executive leadership</li></ul>