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3 results for Financial Project Manager in Charlotte, NC

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.
2026-06-03T00:00:00Z

Financial ERP Product Owner

Charlotte, NC
onsite
Permanent / Full Time
130000 - 160000 USD / Yearly
We are looking for a finance systems leader who can represent the business perspective for core financial applications and turn operational needs into a clear product direction. Based in Charlotte, North Carolina, this role sits within the Finance & Accounting organization and partners closely with technology teams to improve system performance, reporting value, and process alignment. The position will initially focus on NetSuite while helping shape a broader strategy for financial applications as business needs evolve. Responsibilities: • Act as the primary business owner for NetSuite and related finance platforms, ensuring system capabilities support accounting operations and reporting objectives. • Gather input from stakeholders across Finance and convert process needs into well-defined requirements, enhancement priorities, and roadmap recommendations. • Work closely with IT partners to refine solution approaches, align delivery sequencing, and represent Finance priorities during design and planning discussions. • Assess current workflows, identify gaps between system functionality and business requirements, and recommend practical improvements to strengthen efficiency and control. • Lead or coordinate user acceptance testing activities to confirm that new features and system updates perform as expected before release. • Maintain clear documentation covering finance processes, application configurations, business rules, and key operational knowledge for ongoing support and continuity. • Support the rollout of enhancements by guiding end users through process changes, answering functional questions, and encouraging effective adoption. • Monitor the downstream impact of proposed changes, raise potential risks early, and help ensure updates meet governance, control, and audit expectations. • Respond to audit-related requests by coordinating finance data inputs and promoting adherence to established organizational compliance practices.
2026-06-05T00:00:00Z

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. 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.
2026-05-20T00:00:00Z