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8 results for Sec Financial Reporting Analyst in Charlotte, NC

Sr Financial Reporting Analyst

Charlotte, North Carolina
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.
2026-09-10T00:00:00Z

Sr. Financial Analyst

Charlotte, North Carolina
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. Responsibilities: • Conduct financial reviews of individual programs and translate findings into practical recommendations for leadership. • Build and refine ad hoc analyses, time studies, and performance assessments to support planning and decision-making. • Use advanced NetSuite knowledge to extract data, improve reporting accuracy, and expand the finance team’s ability to analyze results efficiently. • Develop financial models and variance analyses that highlight trends, risks, and opportunities across programs and operations. • Partner directly with program managers and non-finance stakeholders to understand business activities and convert operational details into meaningful financial insights. • Prepare data for downstream reporting needs, including analysis that supports Excel-based reporting and Power BI usage. • Identify gaps in current financial data accessibility and recommend improvements that make information more usable for management. • Work across finance and operational workflows to gather information from multiple sources, including environments with separate ticketing or support systems.
2026-09-25T00:00:00Z

Sr. Financial Analyst

Charlotte, North Carolina
onsite
Temporary / Contract
42.75 - 49.5 USD / Hourly
We are looking for an experienced Sr. Financial Analyst to support financial planning, reporting, and analysis activities for a team based in Charlotte, North Carolina. This Long-term Contract position is ideal for someone who excels at translating data into clear business insights, managing recurring month-end deliverables, and contributing to special analytical projects. The role requires strong spreadsheet skills, comfort working with reporting tools such as Power BI, and the ability to follow established documentation while improving financial visibility for stakeholders. Responsibilities: • Prepare recurring financial reports and dashboards by consolidating data, validating results, and presenting meaningful trends to business partners. • Perform detailed analysis of monthly results, including comparisons to forecasts, budgets, and prior periods to highlight key drivers of performance. • Build, update, and maintain advanced Excel models that support planning, reporting, and decision-making activities. • Use Power BI and other reporting tools to organize data into clear, actionable visuals for finance and operational stakeholders. • Support FP&A processes by following documented procedures, producing scheduled deliverables, and helping maintain consistency across reporting cycles. • Investigate ad hoc business questions through targeted financial analysis, data mining, and presentation of findings to leadership. • Partner with cross-functional teams to gather inputs, resolve reporting discrepancies, and strengthen the accuracy of financial information. • Contribute to process-related initiatives tied to monthly reporting activities and broader finance projects as needed.
2026-09-21T00:00:00Z

Sr Manager, Financial Reporting

Charlotte, North Carolina
onsite
Permanent / Full Time
125000 - 155000 USD / Yearly
We are looking for an experienced financial reporting leader to join a banking organization in Charlotte, North Carolina. This role will guide regulatory and external reporting activities, strengthen reporting controls, and partner across finance and business teams to support accurate, timely disclosures. The position also offers the opportunity to lead a team while advising on complex accounting and reporting matters tied to new initiatives and transactions. Responsibilities: • Lead the preparation, review, and submission of recurring external and regulatory reports, ensuring filings are completed accurately and delivered on schedule. • Direct the completion of bank holding company reporting requirements, including capital-related submissions and other required regulatory schedules, while maintaining consistency across disclosures. • Evaluate monthly and quarterly reporting packages used for internal management and external purposes, and support special analyses related to technical reporting questions and industry comparisons. • Approve selected accounting entries after verifying supporting documentation, accuracy, and adherence to internal policies and control standards. • Partner with cross-functional stakeholders on enterprise initiatives, product introductions, and complex transactions to determine reporting implications and establish appropriate accounting treatment. • Develop, enhance, and oversee internal controls related to financial and regulatory reporting, and coordinate with audit teams to support efficient review cycles. • Provide leadership, guidance, and prioritization for reporting staff, including reviewing workpapers and managing deadlines across the team. • Communicate reporting issues, compliance considerations, and key conclusions clearly to leadership and business partners.
2026-09-10T00:00:00Z

Financial Analyst

Denver, Colorado
onsite
Temporary / Contract
30 - 35 USD / Hourly
We are looking for a detail-oriented Financial Analyst to join a long-term contract opportunity in Denver, Colorado. This position will focus on quality review and investigative analysis within financial crimes compliance, helping ensure casework meets internal standards and regulatory expectations. The role is ideal for someone who can evaluate complex activity, apply sound judgment, and produce clear documentation in a highly controlled environment. Responsibilities:• Examine alerts and completed investigations to verify accuracy, completeness, and adherence to quality expectations.• Evaluate transactional activity and supporting research to decide whether additional escalation is warranted.• Analyze investigative results to identify situations that may justify recommending a Suspicious Activity Report.• Prepare thorough, well-organized summaries that align with compliance guidelines and regulatory standards.• Apply critical thinking to identify inconsistencies, gaps, or risk indicators within reviewed cases.• Use Excel and data analysis techniques to interpret findings, spot trends, and support review decisions.• Partner with compliance and risk stakeholders to promote consistent review practices and strong case quality.
2026-09-18T00:00:00Z

Financial Analyst

Charlotte, North Carolina
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. Responsibilities: • Review financial records and account activity to detect unusual patterns, inconsistencies, or potential money laundering concerns. • Conduct investigations into suspicious transactions and document findings clearly for internal review and follow-up. • Analyze fraud-related alerts and supporting information to determine potential exposure and recommend next steps. • Use Excel tools such as pivot tables, lookup functions, and formulas to sort, validate, and interpret large volumes of data. • Perform customer due diligence and assist with KYC and AML-related reviews to support compliance objectives. • Maintain accurate case notes, research outcomes, and supporting documentation in accordance with established procedures. • Collaborate with cross-functional stakeholders to resolve data discrepancies and strengthen the quality of investigative results.
2026-09-25T00:00:00Z

Sr Staff Accountant

Mooresville, North Carolina
onsite
Permanent / Full Time
70000 - 90000 USD / Yearly
We are looking for an experienced Sr Staff Accountant to support financial operations and reporting for a growing organization in Mooresville, North Carolina. This role is ideal for someone who brings strong technical accounting knowledge, stays organized in a fast-paced setting, and can manage multiple priorities across entities and locations. The successful candidate will contribute to accurate reporting, daily accounting activities, and process improvements that strengthen the overall finance function. Responsibilities: • Prepare and deliver recurring financial statements, supporting schedules, and required disclosures for local leadership and corporate stakeholders. • Oversee customer invoicing activities, monitor outstanding receivables, and respond to billing questions to help maintain accurate account balances. • Handle accounting responsibilities across more than one company and location while maintaining consistency and control in financial records. • Support accounts payable operations by entering invoices, coordinating vendor disbursements, and helping ensure timely payment processing. • Complete reconciliations for bank accounts, credit cards, and other balance sheet accounts to confirm accuracy and resolve discrepancies. • Review and reconcile intercompany transactions and balances to ensure alignment between related entities. • Assist with payroll administration and statutory payroll-related tasks, ensuring payroll is processed accurately and on schedule. • Contribute to budgeting and forecasting activities by compiling financial data and supporting planning analysis. • Produce custom financial analyses, management reports, and other requested deliverables, while also assisting with special projects and finance process updates as business needs evolve.
2026-08-31T00:00:00Z

Treasury Analyst

Charlotte, North Carolina
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. Responsibilities: • Process daily treasury and banking transactions with close attention to accuracy, timeliness, and compliance standards. • Review financial data, reconcile account activity, and investigate discrepancies to help maintain reliable cash positions and reporting. • Utilize accounting and banking applications to support payment activity, transaction tracking, and operational recordkeeping. • Assist with loan- and credit-related administrative tasks, including documentation review and support for consumer lending workflows. • Handle check-related activities and other data processing tasks while ensuring established controls and service expectations are met. • Respond to inbound inquiries from internal or external stakeholders, providing clear updates and resolving routine treasury-related issues. • Support collections and payment follow-up efforts by monitoring outstanding items and coordinating with relevant teams when action is needed. • Contribute to process updates and operational changes, including system-related transitions or workflow adjustments, as assigned.
2026-09-24T00:00:00Z