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9 results for Financial Analysis Manager in Charlotte, NC

Financial Analyst
  • Statesville, NC
  • onsite
  • Permanent / Full Time
  • 60000 - 75000 USD / Yearly
  • 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.
  • 2026-10-05T00:00:00Z
Financial Analyst
  • Charlotte, NC
  • onsite
  • Temporary / Contract
  • 25 - 35 USD / Hourly
  • We are looking for a detail-oriented Financial Analyst to support a long-term contract assignment based in Charlotte, North Carolina. This opportunity is ideal for someone who brings strong investigative thinking, experience reviewing suspicious financial activity, and the ability to organize large data sets with precision. The person in this role will help examine account activity, identify potential risk indicators, and contribute to a focused review initiative requiring accuracy and sound judgment.<br><br>Responsibilities:<br>• Review financial records and account activity to detect unusual patterns, inconsistencies, or potential money laundering concerns.<br>• Conduct investigations into suspicious transactions and document findings clearly for internal review and follow-up.<br>• Analyze fraud-related alerts and supporting information to determine potential exposure and recommend next steps.<br>• Use Excel tools such as pivot tables, lookup functions, and formulas to sort, validate, and interpret large volumes of data.<br>• Perform customer due diligence and assist with KYC and AML-related reviews to support compliance objectives.<br>• Maintain accurate case notes, research outcomes, and supporting documentation in accordance with established procedures.<br>• Collaborate with cross-functional stakeholders to resolve data discrepancies and strengthen the quality of investigative results.
  • 2026-09-25T00:00:00Z
FP&A Manager
  • Charlotte, NC
  • onsite
  • Permanent / Full Time
  • 120000 - 130000 USD / Yearly
  • <p>We are looking for an FP&amp;A Manager to lead financial planning and performance analysis for our Distribution operations in Charlotte, North Carolina. This role will shape annual and long-term planning, build decision-support models, and deliver insight that helps leaders improve profitability and evaluate growth opportunities. The position works closely with finance, accounting, sales, and operations teams to turn business priorities into measurable financial outcomes and support data-driven decision-making.</p><p><br></p><p>Responsibilities:</p><p>• Develop annual budgets and longer-range financial plans in partnership with business unit leaders across functions, channels, and regions.</p><p>• Prepare and present monthly, quarterly, and year-end reporting packages alongside accounting leadership for internal stakeholders and external reporting needs.</p><p>• Build financial models to assess product performance, customer profitability, operational scenarios, and broader strategic opportunities, including potential acquisitions and other value-creation initiatives.</p><p>• Collaborate with sales, operations, and accounting teams to produce dashboards, forecasting tools, and performance metrics that support ongoing business planning.</p><p>• Analyze forecast-to-actual results, identify the drivers behind variances, and recommend actions to address unfavorable trends.</p><p>• Evaluate the financial impact of pricing adjustments, contract changes, cost movement, and profit improvement initiatives to guide business decisions.</p><p>• Convert strategic initiatives into balance sheet and profit-and-loss projections so leadership can track execution and expected returns.</p><p>• Partner with global FP&amp;A counterparts and senior leadership on reporting, planning, and special projects tied to regional and future business growth.</p>
  • 2026-10-12T00:00:00Z
Sr. Financial Analyst
  • Charlotte, NC
  • onsite
  • Temporary / Contract
  • 47.5 - 55 USD / Hourly
  • We are looking for a Sr. Financial Analyst to join the team in Charlotte, North Carolina in a Contract position. This role is ideal for a finance specialist who can turn complex operational and financial data into clear insights that support business decisions. The right candidate will partner with program leaders and cross-functional teams, using strong analytical judgment, advanced Excel skills, and deep NetSuite expertise to strengthen reporting and performance visibility.<br><br>Responsibilities:<br>• Conduct financial reviews of individual programs and translate findings into practical recommendations for leadership.<br>• Build and refine ad hoc analyses, time studies, and performance assessments to support planning and decision-making.<br>• Use advanced NetSuite knowledge to extract data, improve reporting accuracy, and expand the finance team’s ability to analyze results efficiently.<br>• Develop financial models and variance analyses that highlight trends, risks, and opportunities across programs and operations.<br>• Partner directly with program managers and non-finance stakeholders to understand business activities and convert operational details into meaningful financial insights.<br>• Prepare data for downstream reporting needs, including analysis that supports Excel-based reporting and Power BI usage.<br>• Identify gaps in current financial data accessibility and recommend improvements that make information more usable for management.<br>• Work across finance and operational workflows to gather information from multiple sources, including environments with separate ticketing or support systems.
  • 2026-10-06T00:00:00Z
Sr. Accounting Manager
  • Charlotte, NC
  • onsite
  • Temporary / Contract
  • 65 - 75 USD / Hourly
  • <p>We are looking for an experienced Sr. Accounting Manager to join a Charlotte, North Carolina team in a Contract position supporting critical accounting operations. This role is best suited for a hands-on leader who can guide a complex close process, intercompany work, oversee key accounting activities, and partner effectively with business stakeholders in a fast-paced environment. The position focuses primarily on accounting leadership with limited finance responsibilities and offers the opportunity to contribute to process enhancements while managing a hybrid team structure.</p><p><br></p><p>Responsibilities:</p><p>• Lead the monthly close cycle for the managed services business, ensuring timely and accurate reporting in a high-volume environment.</p><p>• Oversee accounting for revenue, accrued costs, billing activity, and intercompany transactions in alignment with company policies and reporting standards.</p><p>• Review balance sheet reconciliations and resolve discrepancies to maintain the integrity of the general ledger.</p><p>• Supervise and support a small team that includes both onshore and offshore staff, providing guidance, feedback, and review of completed work.</p><p>• Partner with operational and business leaders to clarify accounting issues, communicate results, and follow up on outstanding items across time zones.</p><p>• Prepare and analyze financial information to support internal reporting requirements and audit readiness.</p><p>• Use ERP and spreadsheet tools to manage data, improve reporting accuracy, and navigate multiple accounting workflows effectively.</p><p>• Contribute to accounting process improvements, automation efforts, and system-related initiatives that strengthen efficiency and controls.</p>
  • 2026-10-15T00:00:00Z
Treasury Analyst
  • Charlotte, NC
  • onsite
  • Temporary / Contract
  • 23.75 - 27.5 USD / Hourly
  • We are looking for a Treasury Analyst to support key financial operations within a Financial Services environment in Charlotte, North Carolina. This Long-term Contract position is ideal for someone who can manage transaction-related activities with accuracy, work confidently across banking and accounting platforms, and contribute to efficient treasury processes. The role offers an opportunity to apply analytical judgment, maintain strong control standards, and collaborate with teams that support lending, payments, and cash-related functions.<br><br>Responsibilities:<br>• Process daily treasury and banking transactions with close attention to accuracy, timeliness, and compliance standards.<br>• Review financial data, reconcile account activity, and investigate discrepancies to help maintain reliable cash positions and reporting.<br>• Utilize accounting and banking applications to support payment activity, transaction tracking, and operational recordkeeping.<br>• Assist with loan- and credit-related administrative tasks, including documentation review and support for consumer lending workflows.<br>• Handle check-related activities and other data processing tasks while ensuring established controls and service expectations are met.<br>• Respond to inbound inquiries from internal or external stakeholders, providing clear updates and resolving routine treasury-related issues.<br>• Support collections and payment follow-up efforts by monitoring outstanding items and coordinating with relevant teams when action is needed.<br>• Contribute to process updates and operational changes, including system-related transitions or workflow adjustments, as assigned.
  • 2026-10-05T00:00:00Z
Sr Director of FP&A
  • Charlotte, NC
  • onsite
  • Permanent / Full Time
  • 220000 - 265000 USD / Yearly
  • We are looking for an experienced finance leader to guide enterprise financial planning and deliver insight that supports strategic decision-making across the organization. This position will play a central role in shaping budgets, forecasts, and long-term plans while partnering with senior leaders to improve business performance. Based in Charlotte, North Carolina, this opportunity is ideal for someone who brings strong analytical depth, executive presence, and expertise within the insurance industry.<br><br>Responsibilities:<br>• Direct company-wide planning cycles, including annual budgets, rolling forecasts, and longer-term financial outlooks, to support business priorities and growth objectives.<br>• Advise executive leadership by turning financial results, market activity, and operational trends into clear recommendations for action.<br>• Oversee the review and consolidation of financial performance, tracking outcomes against targets and highlighting key risks and opportunities.<br>• Lead development of sophisticated financial models and scenario analyses to evaluate strategic initiatives, investments, and changing business conditions.<br>• Partner with underwriting, operations, and other cross-functional leaders to provide financial guidance on major decisions and performance improvement efforts.<br>• Establish and enhance reporting standards, governance practices, and planning frameworks that support accuracy, consistency, and compliance.<br>• Build, coach, and develop a high-performing FP&amp;A team while encouraging accountability, collaboration, and continuous improvement.<br>• Support cash flow forecasting, month-end financial analysis, and management reporting to strengthen visibility into business performance.<br>• Utilize planning and reporting tools, including Adaptive Planning and Workday Adaptive Planning, to improve forecasting quality and reporting effectiveness.
  • 2026-10-14T00:00:00Z
VP/ Director of FP&A
  • Charlotte, NC
  • onsite
  • Permanent / Full Time
  • 170000 - 200000 USD / Yearly
  • We are looking for an experienced FP&amp;A leader to guide financial strategy and deliver meaningful insights that support business growth in Charlotte, North Carolina. This role will partner closely with senior leadership to drive forecasting, budgeting, and performance analysis across the organization. The ideal candidate brings strong financial modeling expertise, a forward-looking mindset, and the ability to turn complex data into clear recommendations.<br><br>Responsibilities:<br>• Lead the company’s financial planning cycle, including annual budgets, rolling forecasts, and long-range strategic plans.<br>• Build and refine financial models that evaluate business performance, investment decisions, and future growth opportunities.<br>• Deliver in-depth analysis on revenue, expenses, profitability, and key performance trends to support executive decision-making.<br>• Partner with cross-functional leaders to develop budgets, assess financial risks, and align planning assumptions with operational goals.<br>• Prepare executive-level reporting packages that translate financial results into clear, actionable insights.<br>• Monitor organizational performance against plan and identify areas for improvement, efficiency gains, and margin enhancement.<br>• Oversee the use and optimization of planning tools such as Adaptive Insights to strengthen reporting accuracy and planning effectiveness.<br>• Support finance-related process improvements and help manage planning activities tied to internal system or reporting changes when applicable.
  • 2026-10-05T00:00:00Z
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.<br><br>Responsibilities:<br>• Produce and evaluate quarterly fund financial statements to ensure accuracy, completeness, and alignment with applicable accounting and reporting standards.<br>• Lead monthly close coordination by working closely with the fund administrator and internal investment accounting partners to keep deliverables on schedule.<br>• Examine supporting schedules and investor-related calculations, including fee allocations, distribution models, and statement packages, for quality and consistency.<br>• Oversee recurring and ad hoc investor reporting requests by partnering with external administrators and internal relationship teams to deliver timely supplemental information.<br>• Support the completion of annual audits across multiple investment entities by organizing documentation, addressing requests, and facilitating communication with auditors.<br>• Partner with external tax advisors on data gathering, analysis, filings, registrations, and review of fund tax return materials.<br>• Act as a key contact for compliance matters related to investment structures, coordinating with asset managers and outside tax professionals as needed.<br>• Prepare and maintain quarterly benchmark reporting, variance analysis, and other fund-level performance support materials.<br>• Review quarterly debt compliance reporting and contribute accounting support for acquisitions, transactions, and other investment activity.
  • 2026-09-18T00:00:00Z