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10 results for Financial Data Analyst in Charlotte, NC

Data/BI Analyst

Charlotte, NC
onsite
Permanent / Full Time
0 - 0 USD / Yearly
<ul><li>Bachelor's degree in Information Systems, Computer Science, Business Analytics, Statistics, Finance, or a related field, or equivalent professional experience.</li><li>3+ years of experience in data analysis, business intelligence, reporting, or analytics.</li><li>Strong SQL Server experience, including writing, troubleshooting, and optimizing complex queries, views, and stored procedures.</li><li>Experience building and maintaining reports using SSRS.</li><li>Experience developing Power BI dashboards, reports, data models, DAX calculations, and Power Query transformations.</li><li>Experience working with relational databases, data warehouses, Lakehouses, or modern analytics platforms such as Microsoft Fabric and Azure.</li><li>Ability to gather business requirements, ask effective discovery questions, and translate needs into reporting solutions.</li><li>Experience validating data accuracy, troubleshooting discrepancies, and resolving data quality issues.</li><li>Strong analytical, problem-solving, and critical-thinking skills.</li><li>Ability to communicate effectively with both technical and non-technical stakeholders.</li><li>Experience creating technical documentation and report specifications.</li><li>Advanced Microsoft Excel skills, including Pivot Tables, lookups, Power Query, and data analysis techniques.</li><li>Experience with data modeling, ETL/ELT processes, and business intelligence best practices.</li><li>Experience supporting ERP, CRM, SaaS, or other enterprise business systems.</li><li>Familiarity with Microsoft Dynamics 365, Business Central, APIs, or similar business applications is a plus.</li><li>Strong organizational skills with the ability to manage multiple projects and priorities simultaneously.</li><li>Detail-oriented with a strong commitment to data accuracy and quality.</li></ul>
2026-08-03T00:00:00Z

Sr Financial Reporting Analyst

Charlotte, NC
onsite
Permanent / Full Time
95000 - 110000 USD / Yearly
We are looking for a Sr Financial Reporting Analyst to support fund and entity reporting within an asset management platform in Charlotte, North Carolina. This position plays a central role in financial statement preparation, investor reporting, month-end close, and analysis across complex investment structures. The ideal candidate brings strong technical accounting knowledge, sound judgment, and the ability to work closely with cross-functional teams to deliver accurate and timely reporting. Responsibilities: • Direct the financial reporting process for internally managed funds, affiliated entities, credit vehicles, and joint venture structures. • Prepare and review quarterly and annual consolidated financial statements along with investor-facing reporting packages, ensuring deadlines are met with accuracy. • Oversee month-end close activities by managing journal entries, reconciliations, account analysis, and reporting outputs for fund-level and related entities. • Evaluate transactions and ownership arrangements using technical accounting expertise to maintain compliance with applicable accounting standards and internal reporting policies. • Develop and review supporting schedules such as workpapers, management fee calculations, distribution waterfalls, and investor allocation analyses in line with governing agreements. • Assess operating and portfolio results to identify performance trends, explain variances, and provide useful financial insight to leadership. • Coordinate with treasury and execution teams on liquidity planning, budgeting, capital activity, and preparation of capital call and distribution communications. • Work with internal stakeholders to ensure acquisitions, funding events, and structural updates are accurately captured in financial and investor reporting. • Liaise with external tax advisors on filings, compliance matters, investor tax documents, registrations, and tax return review processes.
2026-08-03T00:00:00Z

Pricing Analyst

Huntersville, NC
onsite
Temporary / Contract
47.5 - 55 USD / Hourly
We are looking for a detail-oriented Pricing Analyst to support strategic pricing decisions for a Long-term Contract position based in Huntersville, North Carolina. In this role, you will assess market dynamics, customer segments, and competitive activity to help improve revenue performance and profitability. You will turn data and research into practical recommendations that align with product and commercial objectives while partnering with stakeholders across the business. Responsibilities: • Evaluate pricing performance across products and markets to identify trends, risks, and opportunities that support revenue growth. • Examine competitor pricing, market conditions, and customer segmentation data to develop informed pricing recommendations. • Analyze revenue results and market share changes to measure pricing effectiveness and guide business decisions. • Build and maintain Excel-based models, reports, and dashboards that translate complex data into actionable insights. • Partner with sales, product, and commercial teams to align pricing guidance with broader business strategies. • Conduct market research and data analysis to improve pricing approaches within the medical device environment. • Present findings and recommendations clearly to cross-functional stakeholders, using sound judgment and attention to detail.
2026-08-19T00:00:00Z

Accounts Receivable Analyst

Charlotte, NC
onsite
Temporary / Contract
22.9615 - 26.587 USD / Hourly
We are looking for an Accounts Receivable Analyst to support deduction research and resolution for customer accounts in Charlotte, North Carolina. This Contract position is ideal for a detail-oriented finance specialist who can analyze payment discrepancies, reconcile balances, and work through disputed items with accuracy and urgency. The person in this role will partner across billing, cash applications, and collections activities to reduce outstanding deductions and improve account health. Responsibilities: • Investigate customer payment variances, including short pays, chargebacks, and deduction-related disputes, to determine root cause and next steps. • Review claims tied to pricing differences, freight issues, shipment shortages, returns, and promotional programs, and confirm whether each item is justified. • Prepare and process credit memos or debit memos as needed to resolve account discrepancies in a timely manner. • Reconcile assigned customer accounts by comparing open receivables, payment activity, and deduction balances to supporting documentation. • Maintain clear records for every deduction reviewed, documenting findings, resolution status, and whether the claim is valid or recoverable. • Pursue repayment on unauthorized or unsupported deductions by coordinating with customers and internal partners to recover outstanding amounts. • Analyze aging and deduction reports to prioritize older items, monitor exposure, and focus efforts on high-value balances across assigned accounts. • Use Excel tools such as PivotTables and enterprise systems such as Oracle, NetSuite, or similar platforms to organize data and support account analysis. • Help enforce deduction timelines, including review expectations for items submitted within 90 days, to strengthen ongoing receivables controls.
2026-08-19T00:00:00Z

Tax Analyst

Huntersville, NC
onsite
Temporary / Contract
42.75 - 49.5 USD / Hourly
We are looking for a detail-oriented Tax Analyst to support corporate tax operations for an organization based in Huntersville, North Carolina. This Long-term Contract position is ideal for someone who can manage indirect and income tax activities with accuracy while collaborating across accounting and finance functions. The role will contribute to tax compliance, reporting, and asset-related support in a fast-paced business environment. Responsibilities: • Prepare and review corporate tax workpapers, filings, and supporting schedules to help maintain timely and accurate compliance. • Manage sales and use tax processes, including data analysis, reconciliation activities, and issue resolution across transactions. • Utilize Vertex Sales & Use Tax tools to support tax calculations, reporting accuracy, and ongoing compliance efforts. • Assist with corporate income tax reporting by gathering financial data, organizing documentation, and validating tax-related information. • Maintain fixed asset tax records and support depreciation-related analysis for reporting and compliance purposes. • Partner with accounting and finance teams to research tax questions, clarify variances, and improve the reliability of tax data. • Support audits and tax inquiries by compiling requested documentation and responding to information needs in a timely manner.
2026-08-17T00:00:00Z

Finance Manager

Charlotte, NC
onsite
Permanent / Full Time
0 - 0 USD / Yearly
We are looking for an experienced Financial Planning & Analysis Manager (Finance Manager) to help guide financial decision-making for a manufacturing organization in Charlotte, North Carolina. This role will lead planning, reporting, and performance analysis activities while partnering with operational and business leaders to improve profitability. The ideal candidate brings strong financial modeling skills, sound business judgment, and the ability to translate complex data into practical recommendations for leadership. Responsibilities:• Lead the preparation of reliable financial reports that support informed business decisions and consistent performance tracking.• Review month-end results against forecasts and budgets, identify material variances, and communicate key business drivers to stakeholders.• Create monthly reporting packages, leadership presentations, and supporting analysis for business reviews, strategic planning, and annual planning cycles.• Advise department leaders on financial performance, cost control, and margin improvement opportunities based on budget-to-actual results.• Work closely with service center teams and operations leadership to provide financial guidance that supports day-to-day and long-term business objectives.• Develop ad hoc analysis and financial models to evaluate strategic initiatives, capital needs, and potential growth opportunities.• Manage the recurring forecast process by highlighting risks, identifying upside potential, and helping shape business actions.• Partner with finance leadership and cross-functional teams to support budget development for operating expenses and overhead planning.• Respond to evolving business needs by delivering timely analysis and decision support for leadership requests.
2026-08-03T00:00:00Z

Accounting Specialist

Kings Mountain, NC
onsite
Temporary to Hire
23.75 - 27.5 USD / Hourly
We are looking for a dependable Accounting Specialist to join our team in Kings Mountain, North Carolina in a contract-to-permanent role. This position supports daily accounting operations with a strong focus on payables, receivables, rent collections, and month-end activities. The ideal candidate is organized, comfortable communicating with tenants and vendors, and able to manage deadlines in an onsite office environment. Success in this role requires solid Excel skills, accuracy in financial processing, and a consistent, reliable work ethic. Responsibilities: • Manage day-to-day accounts payable and accounts receivable activities, ensuring invoices, payments, and incoming funds are processed accurately and on schedule. • Monitor rent payments for residential sites, follow up with tenants regarding outstanding balances, and respond to questions related to notices and collections. • Process recurring vendor and utility payments, including a large monthly volume of tenant-related utility bills. • Prepare journal entries, support accrual accounting tasks, and assist with monthly closing procedures to maintain timely and accurate financial records. • Complete bank reconciliations and review account activity to identify and resolve discrepancies. • Maintain leave-time records manually, ensuring employee time-off balances are tracked accurately outside the accounting system. • Support daily closing activities and end-of-month financial tasks in coordination with internal staff and external accounting support. • Use Excel tools such as formulas and pivot tables to organize data, analyze transactions, and create useful financial reports.
2026-08-17T00:00:00Z

Accounting Specialist

Huntersville, NC
onsite
Temporary / Contract
19 - 22 USD / Hourly
We are looking for an Accounting Specialist to support core financial operations for a long-term contract opportunity in Huntersville, North Carolina. This position focuses on maintaining accurate records, assisting with period-end activities, and handling billing-related transactions with a high degree of attention to detail. The ideal candidate will be comfortable working across reconciliations, invoice processing, and reporting tasks in a fast-paced accounting environment. Responsibilities: • Perform general ledger account reconciliations and investigate variances to ensure financial accuracy. • Assist with month-end close activities by preparing supporting documentation and completing assigned accounting tasks on schedule. • Process tuition-related financial transactions, maintain related records, and resolve discrepancies as needed. • Review and manage invoice activity, ensuring billing details are accurate and properly recorded. • Support scholarship accounting by tracking entries, validating data, and maintaining organized documentation. • Prepare quarterly financial reports and compile information required for internal review. • Handle accounts payable and accounts receivable tasks, including posting, matching, and follow-up on outstanding items. • Contribute to day-to-day accounting operations by supporting billing functions and other routine financial processes.
2026-08-19T00:00:00Z

Head of Finance

Hickory, NC
remote
Permanent / Full Time
110000 - 145000 USD / Yearly
We are looking for a strategic finance leader to guide financial reporting, planning, and performance management for our organization in Wilmington, North Carolina. This role works closely with senior leadership to strengthen decision-making through accurate analysis, disciplined budgeting, and clear reporting. The ideal candidate brings a strong command of financial operations, compliance, and team leadership while driving continuous improvement across core finance processes. Responsibilities:• Direct the annual budget cycle, rolling forecasts, and longer-term financial plans to support business priorities and operational goals.• Produce and interpret monthly, quarterly, and yearly financial statements, highlighting key results, risks, and opportunities for leadership review.• Evaluate financial performance through trend analysis and variance reporting, and recommend actions to improve profitability and efficiency.• Oversee general ledger accuracy, balance sheet reconciliations, and the timely completion of month-end and year-end close activities.• Manage cash position reporting and contribute to strategies that strengthen liquidity and working capital performance.• Maintain adherence to accounting guidance, corporate policies, and internal control standards across finance activities.• Collaborate with department leaders to build practical budgets, review spending patterns, and support responsible resource allocation.• Coordinate audit support, tax-related documentation, and required external financial reporting deliverables.• Lead, coach, and develop finance team members while promoting accountability and high-quality execution.
2026-08-05T00:00:00Z

Finance Transformation Manager

Charlotte, NC
onsite
Temporary / Contract
0 - 0 USD / Yearly
We are looking for an experienced Finance Transformation Manager to lead complex finance modernization initiatives for client organizations in Charlotte, North Carolina. This Long-term Contract opportunity is ideal for someone who is detail oriented and can assess current-state operations, design practical improvement strategies, and guide teams through large-scale implementation efforts. The role focuses on strengthening finance and accounting processes, improving reporting effectiveness, and driving sustainable operating model enhancements across the business. Responsibilities: • Lead enterprise-wide finance transformation initiatives by assessing current workflows, identifying improvement opportunities, and delivering scalable process redesign plans. • Direct programs focused on finance and accounting optimization, including enhancements to month-end close, investor or fund reporting, and broader financial reporting activities. • Facilitate executive and client governance meetings, provide clear project updates, and align stakeholders on milestones, risks, and next steps. • Develop process inventories, documentation standards, and repeatable transformation frameworks that support consistent delivery across engagements. • Advise on operating model design across shared services, global business services, managed services, and offshore support structures. • Guide organizational change efforts tied to recommended improvements, helping business teams adopt new processes, tools, and ways of working. • Support process improvement efforts across core finance cycles such as order-to-cash, procure-to-pay, and record-to-report. • Apply automation and process intelligence solutions, including task mining, process mining, and robotic process automation, to improve efficiency and control. • Oversee accounting transition activities when needed, including work related to lease accounting, revenue recognition, reconciliations, and restatement support. • Mentor team members, review deliverables, coordinate cross-functional execution, and contribute to business development efforts that expand client relationships.
2026-08-19T00:00:00Z