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3 results for Operational Risk Analyst in Charlotte, NC

Operational Accountant

Huntersville, NC
onsite
Permanent / Full Time
60000 - 75000 USD / Yearly
We are looking for an Operational Accountant to support daily financial activities and help maintain accurate accounting records for the business in Huntersville, North Carolina. This role is well suited for someone who enjoys working with transactional data, staying organized, and ensuring invoices, payments, and customer accounts are handled with precision. The position will contribute to efficient accounting operations by managing core clerical finance tasks, entering information accurately, and using QuickBooks Online to keep records current. Responsibilities<ul><li>Process employee expense reports and ensure timely reimbursement</li><li>Perform daily accounting activities using QuickBooks Online and Zoho</li><li>Assist with accounts payable, accounts receivable, and general bookkeeping functions</li><li>Support month-end accounting processes and reconciliations</li><li>Maintain accurate financial records and documentation</li><li>Cross-train on order processing and provide backup support as needed</li><li>Work collaboratively with operations and accounting to ensure accurate transaction processing</li><li>Assist with process improvements and other operational accounting projects</li></ul>
2026-08-18T00:00:00Z

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