7 Results for Treasury Analyst Jobs in Charlotte, NC

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Treasury Analyst

Charlotte, NC
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.
2026-10-05T00:00:00Z

Financial Analyst

Statesville, NC
onsite
Permanent / Full Time
60000 - 75000 USD / Yearly
We are looking for a detail-oriented Financial Analyst to join our team in Statesville, North Carolina. In this role, you will play a key part in analyzing financial data, preparing reports, and delivering insights that guide strategic decision-making. If you have a strong aptitude for numbers and a passion for financial modeling, we encourage you to apply. Responsibilities: • Conduct in-depth financial analysis to evaluate business performance and identify trends. • Develop and maintain financial models to support forecasting and decision-making processes. • Perform ad hoc financial analyses to address specific business needs and provide actionable insights. • Analyze variances between planned and actual financial outcomes, identifying root causes and areas for improvement. • Utilize data mining techniques to extract and interpret financial data from various sources. • Collaborate with cross-functional teams to provide financial insights and recommendations. • Prepare detailed financial reports and presentations for management. • Ensure accuracy and completeness of financial data by verifying and reconciling discrepancies. • Monitor industry trends and economic conditions to assess their potential impact on financial performance. • Support budgeting and planning activities by providing accurate and timely financial projections.
2026-10-05T00:00:00Z

Financial Analyst

Charlotte, NC
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

Sales & Use Tax Analyst

Mooresville, NC
onsite
Temporary / Contract
57 - 66 USD / Hourly
We are looking for an experienced Sales & Use Tax Analyst to support a long-term contract engagement in Mooresville, North Carolina. This position will focus on resolving a backlog of multi-state sales and use tax matters by identifying exposure, researching historical issues, and guiding remediation efforts through completion. The ideal candidate brings direct experience leading tax cleanup initiatives and can work independently to deliver clear, practical solutions in a complex environment. Responsibilities: • Investigate outstanding multi-state sales and use tax issues to identify root causes, quantify exposure, and prioritize remediation efforts. • Review historical transactions, tax records, and supporting documentation to reconcile unresolved items and confirm accurate tax treatment. • Develop and execute action plans to address open tax matters, including corrections, filings, payments, and other remedial steps as needed. • Lead end-to-end cleanup activities for sales and use tax backlog items, ensuring issues are tracked, resolved, and documented thoroughly. • Perform detailed account and ledger reconciliations to validate balances, resolve discrepancies, and improve reporting accuracy. • Conduct technical tax research across multiple jurisdictions to interpret requirements and support sound remediation decisions. • Utilize tools such as Excel and tax platforms like Vertex or Avalara to analyze data, manage calculations, and support issue resolution. • Document findings, methodologies, and process recommendations to create a clear audit trail and strengthen ongoing tax processes.
2026-10-05T00:00:00Z

Sr. Financial Analyst

Charlotte, NC
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.
2026-10-06T00:00:00Z

Sr. Financial Analyst

Charlotte, NC
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.
2026-10-07T00:00:00Z

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.
2026-09-10T00:00:00Z

7 results for Treasury Analyst in Charlotte, NC