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7 results for Sec Financial Reporting Analyst in Charlotte, NC

Senior Accounting Analyst
  • Charlotte, NC
  • onsite
  • Permanent / Full Time
  • 0 - 0 USD / Yearly
  • <p>We are looking for a Sr. Accounting Analyst (right hand to Controller and CFO) to join our team in Charlotte, North Carolina. This position will help lead core fund accounting activities, support accurate and timely financial reporting, and provide oversight across fund operations. The role is well suited for someone coming from public audit who brings strong technical knowledge, sound judgment, and the ability to partner effectively with internal teams and external stakeholders.</p><p><br></p><p>Responsibilities:</p><p>• Help lead fund-level accounting activities, including maintenance of the general ledger, preparation of journal entries, and execution of month-end close procedures.</p><p>• Prepare and review financial reports for investment vehicles, ensuring accuracy, completeness, and alignment with applicable reporting standards and governing agreements.</p><p>• Reconcile capital accounts, bank activity, and other key balances to support reliable records and transparent investor reporting.</p><p>• Coordinate day-to-day fund administration work with third-party providers, auditors, and other external partners to keep deliverables on schedule.</p><p>• Support capital activity by tracking cash movements, assisting with capital calls and distributions, and monitoring liquidity across funds.</p><p>• Partner with investment and operations teams to analyze fund performance, explain financial results, and provide insights that inform business decisions.</p><p>• Strengthen accounting processes by refining controls, improving reporting workflows, and promoting consistency across recurring activities.</p><p>• Assist with audit readiness, respond to documentation requests, and help ensure compliance with fund documentation and reporting obligations</p>
  • 2026-07-28T00:00:00Z
Financial Analyst
  • Charlotte, NC
  • onsite
  • Permanent / Full Time
  • 65000 - 90000 USD / Yearly
  • <p>We are seeking a Financial Analyst to support financial planning, reporting, and analysis. The ideal candidate will have strong analytical skills, experience with financial modeling, and a solid understanding of real estate financial metrics.</p><p><br></p><p>Key Responsibilities</p><ul><li>Prepare and analyze monthly, quarterly, and annual financial reports for real estate assets and corporate operations.</li><li>Develop and maintain financial models for budgeting, forecasting, cash flow projections, and investment analysis.</li><li>Perform variance analysis and provide explanations for budget-to-actual results.</li><li>Support annual budgeting and forecasting processes</li><li>Prepare reports and presentations for executive leadership, lenders, investors, and stakeholders.</li><li>Track key performance indicators (KPIs) and identify opportunities to improve financial performance.</li><li>Collaborate with accounting teams during month-end close and financial statement review processes.</li><li>Support cash management, capital planning, and debt compliance reporting.</li><li>Participate in ad hoc financial analysis and special projects as needed.</li></ul>
  • 2026-07-28T00:00:00Z
Financial Analyst
  • Charlotte, NC
  • onsite
  • Temporary / Contract
  • 28.5 - 33 USD / Hourly
  • <p>We are looking for AML Analysts to join a Contract assignment in Charlotte, North Carolina, supporting financial crimes compliance work in a deadline-driven environment. This role is suited for someone who can evaluate transactional activity with care, draw sound conclusions from complex information, and maintain quality while handling a substantial workload. The position requires strong written documentation skills, thoughtful decision-making, and a practical understanding of regulatory expectations within financial services.</p><p><br></p><p>Responsibilities:</p><p>• Assess transaction monitoring alerts to detect activity that may present money laundering, fraud, or other financial crime concerns.</p><p>• Examine customer profiles, account behavior, and transaction details to recognize inconsistencies, emerging patterns, and potential risk signals.</p><p>• Complete initial-level alert reviews and decide when findings should be advanced for deeper investigation or additional scrutiny.</p><p>• Determine whether cases may warrant consideration for suspicious activity reporting or other related regulatory follow-up.</p><p>• Manage a large pipeline of investigative work while consistently meeting productivity targets and quality expectations.</p><p>• Prepare thorough case summaries that clearly explain the analysis performed, supporting evidence reviewed, and conclusions reached.</p><p>• Conduct research through internal records and appropriate external sources to strengthen due diligence and investigative outcomes.</p><p>• Work in alignment with applicable regulatory standards and internal compliance procedures throughout the review process.</p><p>• Partner with compliance, risk, and financial crimes stakeholders to support monitoring efforts and address case-related questions.</p>
  • 2026-07-31T00:00:00Z
Financial Analyst
  • Lincolnton, NC
  • onsite
  • Permanent / Full Time
  • 70000 - 90000 USD / Yearly
  • We are looking for a Financial Analyst to support informed decision-making through detailed financial evaluation, pricing insight, and operational reporting. This role partners with teams across the business in Lincolnton, North Carolina to translate data into practical recommendations that strengthen profitability, budgeting, and inventory performance. The ideal candidate brings strong analytical ability, sound business judgment, and a solid foundation in financial modeling and variance analysis.<br><br>Responsibilities:<br>• Perform detailed reviews of financial results, including cash movement, income statement performance, and cost trends, to guide business planning and day-to-day decisions.<br>• Partner with commercial stakeholders to assess product costs, evaluate margins, and support pricing decisions that align with profitability goals.<br>• Maintain cost center analysis by calculating rates within internal systems, investigating variances, and recommending improvements to financial performance.<br>• Complete monthly inventory valuation activities, examine discrepancies, and highlight inventory gains, losses, or shortages to improve control processes.<br>• Assist with quarterly and annual physical inventory counts to help maintain accurate records and support audit preparedness.<br>• Evaluate sales activity, customer demand patterns, and market information to identify trends and provide pricing and profitability recommendations.<br>• Build and enhance advanced Excel-based reporting tools, using pivot tables and complex formulas to streamline analysis and management reporting.<br>• Work with cross-functional teams to collect, verify, and consolidate data used for forecasts, budgets, and performance measurement.<br>• Prepare recurring management reports, support profit and loss forecasting, and contribute to the annual budgeting process and long-range planning initiatives.<br>• Monitor compliance with accounting standards and internal controls while analyzing waste-related data to identify cost reduction and operational efficiency opportunities.
  • 2026-07-15T00:00:00Z
Sr Cost Accountant
  • Huntersville, NC
  • onsite
  • Permanent / Full Time
  • 85000 - 100000 USD / Yearly
  • We are looking for an experienced Sr Cost Accountant to support financial visibility and operational performance for our manufacturing operations in Huntersville, North Carolina. This position partners closely with plant and business teams to evaluate costs, explain performance trends, and strengthen budgeting and reporting accuracy. The ideal candidate brings strong manufacturing accounting knowledge, sound judgment, and the ability to translate financial data into practical guidance for decision-making.<br><br>Responsibilities:<br>• Produce recurring financial reports and interpret results to measure operating performance against plans, forecasts, and established targets.<br>• Build and refine budgeting, forecasting, and planning models that help leadership assess spending, profitability, and future resource needs.<br>• Review standard costs, inventory activity, and manufacturing variances to determine root causes and recommend corrective actions.<br>• Partner with operations and other cross-functional stakeholders to collect financial and production data, validate accuracy, and improve reporting reliability.<br>• Track key performance indicators and summarize meaningful trends for management to support continuous improvement efforts.<br>• Prepare audit support materials and address requests related to accounting records, internal controls, and financial documentation.<br>• Contribute to the development and enhancement of accounting procedures and control practices that promote efficiency, consistency, and transparency.<br>• Assist with cycle count review, cost analysis, and other plant accounting activities that strengthen financial discipline within the manufacturing environment.
  • 2026-07-29T00:00:00Z
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.<br><br>Responsibilities:<br>• Lead the preparation, review, and timely submission of SEC filings, including Forms 10-Q, 10-K, and other required disclosures.<br>• Coordinate the development of financial statements, footnote disclosures, and Management’s Discussion and Analysis (MD&amp;A).<br>• Ensure accurate SEC tagging and compliance with relevant regulations.<br>• Research and implement new accounting standards and regulatory changes, providing technical guidance on complex transactions such as revenue recognition and business combinations.<br>• Maintain robust internal controls and support compliance efforts across the organization.<br>• Collaborate with departments such as legal, investor relations, FP&amp;A, and internal audit to ensure consistency in financial reporting policies.<br>• Assist external auditors with quarterly reviews and annual audit procedures.<br>• Drive improvements in reporting processes, systems, and documentation, implementing best practices in corporate accounting.<br>• Support special initiatives, including mergers and acquisitions, system upgrades, and policy updates.<br>• Prepare materials for earnings releases, board meetings, and investor-related reporting.
  • 2026-07-28T00:00:00Z
Credit Analyst
  • Huntersville, NC
  • onsite
  • Permanent / Full Time
  • 60000 - 70000 USD / Yearly
  • We are looking for a Credit Analyst to join our onsite team in Huntersville, North Carolina. This position supports a fast-paced, high-volume operation with a strong residential customer focus and requires someone who can balance sound credit judgment with responsive branch support. The ideal candidate brings a practical, solutions-oriented approach, communicates effectively across teams, and helps strengthen credit and collections processes in a growing organization.<br><br>Responsibilities:<br>• Review customer credit profiles and assess risk for new and existing accounts, using financial data, payment history, and credit applications to support informed decisions.<br>• Manage commercial and consumer collections activity by following up on outstanding balances, resolving account issues, and helping reduce aging receivables.<br>• Partner closely with branch teams and corporate stakeholders to address credit concerns, remove account barriers, and maintain strong internal working relationships.<br>• Monitor high-volume account activity to identify delinquency trends, recommend corrective actions, and help prevent vendor or customer credit holds.<br>• Support process improvement efforts by identifying inefficiencies in credit and collections workflows and helping implement more effective, scalable practices.<br>• Maintain accurate records in business systems and ensure account documentation, payment status, and credit-related notes are current and complete.<br>• Work with teams using platforms such as Sage Intacct, Oracle, Experian, QuickBooks, and ServiceTitan to reconcile credit data and support account management activities.<br>• Contribute to operational stability during periods of organizational growth by helping standardize credit practices across multiple business units and branch locations.
  • 2026-07-28T00:00:00Z