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2 results for Sec Financial Reporting Analyst in Charlotte, NC

Banking Credit Analyst II

Charlotte, NC
onsite
Temporary / Contract
25 - 35 USD / Hourly
The Credit Analyst II supports commercial credit and portfolio teams by assisting with underwriting, credit monitoring, and ongoing risk analysis. This role partners closely with relationship and portfolio stakeholders to analyze financial information, identify potential risks, and support credit decision‑making. The ideal candidate is comfortable working independently on moderate‑complexity credits and continues to build expertise across the full underwriting lifecycle.This position requires strong analytical skills, attention to detail, and the ability to prepare high‑quality documentation for credit reviews with minimal supervision. Responsibilities:<ul><li>Support credit underwriting and portfolio management activities through financial and risk analysis</li><li>Analyze borrower financial statements, spreads, trends, and projections to identify risks and exceptions</li><li>Prepare credit write‑ups, review memos, and related documentation for renewals and new requests</li><li>Complete and maintain credit data, risk ratings, and monitoring information in internal systems</li><li>Assist with covenant analysis, tracking, updates, and compliance reviews</li><li>Evaluate covenant certificates, monitor past‑due or non‑compliant items, and recommend next steps</li><li>Utilize risk and probability‑based models (e.g., PD and projection models) with provided assumptions</li><li>Identify potential portfolio risks and recommend preliminary actions in collaboration with senior team members</li><li>Prepare reporting and analysis for portfolio and credit review meetings</li><li>Review completed spreads and partner with internal teams to address required adjustments</li><li>Participate in portfolio reviews, client preparation, and special credit projects as needed</li><li>Support process improvement initiatives and assist with onboarding or training when appropriate</li><li>Escalate issues, discrepancies, or concerns to the appropriate level in a timely manner</li></ul>
2026-04-09T00:00:00Z

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.
2026-04-20T00:00:00Z