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8 results for Treasury Analyst Manager in Charlotte, NC

Finance Transformation Manager

Charlotte, NC
onsite
Temporary / Contract
0 - 0 USD / Yearly
We are looking for an experienced Finance Transformation Manager to lead complex finance modernization initiatives for client organizations in Charlotte, North Carolina. This Long-term Contract opportunity is ideal for someone who is detail oriented and can assess current-state operations, design practical improvement strategies, and guide teams through large-scale implementation efforts. The role focuses on strengthening finance and accounting processes, improving reporting effectiveness, and driving sustainable operating model enhancements across the business. Responsibilities: • Lead enterprise-wide finance transformation initiatives by assessing current workflows, identifying improvement opportunities, and delivering scalable process redesign plans. • Direct programs focused on finance and accounting optimization, including enhancements to month-end close, investor or fund reporting, and broader financial reporting activities. • Facilitate executive and client governance meetings, provide clear project updates, and align stakeholders on milestones, risks, and next steps. • Develop process inventories, documentation standards, and repeatable transformation frameworks that support consistent delivery across engagements. • Advise on operating model design across shared services, global business services, managed services, and offshore support structures. • Guide organizational change efforts tied to recommended improvements, helping business teams adopt new processes, tools, and ways of working. • Support process improvement efforts across core finance cycles such as order-to-cash, procure-to-pay, and record-to-report. • Apply automation and process intelligence solutions, including task mining, process mining, and robotic process automation, to improve efficiency and control. • Oversee accounting transition activities when needed, including work related to lease accounting, revenue recognition, reconciliations, and restatement support. • Mentor team members, review deliverables, coordinate cross-functional execution, and contribute to business development efforts that expand client relationships.
2026-08-27T00:00:00Z

Sr. Financial Analyst

Charlotte, NC
onsite
Permanent / Full Time
80000 - 120000 USD / Yearly
We are looking for a Senior Financial Analyst to support strategic planning and financial decision-making for a growing organization in Charlotte, North Carolina. This role will partner with business leaders to evaluate performance, identify trends, and deliver insights that improve profitability. The ideal candidate brings strong FP&A experience, sharp analytical skills, and a solid understanding of pricing and margin performance within a services-oriented environment. Responsibilities: • Develop financial models and forecasting tools to support budgeting, planning, and long-range business decisions. • Analyze operating results against forecasts and budgets, highlighting key drivers behind variances and recommending corrective actions. • Partner with cross-functional stakeholders to assess pricing strategies, margin performance, and overall business profitability. • Prepare recurring and ad hoc financial reports that translate complex data into clear, actionable insights for leadership. • Use data analysis techniques to identify trends, risks, and opportunities that influence revenue and expense performance. • Support monthly and quarterly planning cycles by consolidating inputs, validating assumptions, and improving reporting accuracy. • Evaluate business performance across service lines or functions to help leadership make informed operational and investment decisions.
2026-08-26T00:00:00Z

Tax Manager - Public

Cornelius, NC
onsite
Permanent / Full Time
90000 - 140000 USD / Yearly
We are looking for an experienced Tax Manager to join a public accounting firm serving clients from Cornelius, North Carolina. This role leads complex tax engagements, provides strategic guidance on compliance and planning matters, and helps ensure high-quality service across a diverse client base. The ideal candidate brings strong technical tax knowledge, sound judgment, and the ability to manage multiple priorities while supporting client relationships and team performance. Responsibilities: • Lead the preparation and review of corporate tax filings, ensuring accuracy, timeliness, and compliance with applicable regulations. • Oversee annual income tax provision work and analyze supporting schedules to deliver complete and reliable reporting. • Advise clients on tax planning strategies, entity structure considerations, and the implications of new business formations. • Manage sales and use tax activities, including filings, research, and issue resolution using relevant tax software tools. • Supervise engagement workflows, delegate assignments effectively, and review work products to maintain quality standards. • Serve as a primary point of contact for client tax matters, responding to questions and presenting practical recommendations. • Conduct technical research on complex tax issues and translate findings into clear guidance for clients and internal teams. • Support process improvements within the tax function, including updates to software usage and engagement procedures when needed.
2026-08-24T00:00:00Z

M&A Tax Manager

Charlotte, NC
onsite
Permanent / Full Time
200000 - 225000 USD / Yearly
We are looking for an experienced M&A Tax Manager to join a corporate tax team supporting strategic transactions and complex tax planning activities in Charlotte, North Carolina. This role is ideal for a tax specialist with deep knowledge of U.S. federal corporate taxation who can evaluate deal structures, assess tax implications, and partner with legal and business stakeholders. The position offers the opportunity to contribute to acquisitions, reorganizations, compliance review, and technical research in a fast-paced media environment. Responsibilities: • Lead tax due diligence efforts for mergers and acquisitions by examining financial records, tax filings, and other relevant target company information. • Model and compare tax outcomes for alternative transaction structures, including asset purchases, stock purchases, and internal restructuring strategies. • Conduct Section 382 studies for acquired entities with tax attributes and calculate applicable limitation amounts. • Prepare analyses of inside and outside tax basis for subsidiaries and partnerships to support reorganizations and broader tax planning initiatives. • Advise internal business partners and legal teams on the tax effects of external transactions and corporate restructuring activities. • Support tax-free liquidation and contribution transactions through diligence, technical analysis, and related computations under applicable tax rules. • Identify and document required income tax reporting and disclosure considerations for completed transactions. • Drive assigned projects from initial analysis through completion while meeting deadlines and maintaining accuracy. • Assist with federal income tax return review, technical tax research, and preparation of written memoranda summarizing conclusions and recommendations.
2026-08-18T00:00:00Z

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.
2026-08-24T00:00:00Z

Financial Analyst

Charlotte, NC
onsite
Temporary / Contract
28.5 - 30 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 well suited for someone who can review financial activity with a strong investigative mindset and identify unusual patterns tied to anti-money laundering and fraud risks. The role calls for someone who is comfortable working with large data sets, applying sound judgment, and using Excel to organize and interpret findings. Responsibilities: • Examine financial records and account activity to identify suspicious behavior, inconsistencies, or potential anti-money laundering concerns. • Conduct investigative reviews related to fraud risk, documenting findings clearly and escalating issues when appropriate. • Perform customer and transaction analysis to support KYC and AML compliance efforts. • Use Excel tools such as formulas, pivot tables, and lookup functions to sort, validate, and analyze large volumes of data. • Compile accurate reports that summarize trends, exceptions, and recommended next steps for internal stakeholders. • Partner with compliance, risk, and operations teams to support project goals and maintain timely case resolution. • Help address backlog review work tied to a focused cleanup initiative by prioritizing cases and maintaining quality standards.
2026-08-27T00:00:00Z

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

Jr. Cash Analyst

Charlotte, NC
onsite
Temporary to Hire
30 - 35 USD / Hourly
We are looking for a detail-oriented Jr. Cash Analyst to support daily treasury activities and maintain accurate visibility into cash movement across the business in Charlotte, North Carolina. This contract position with permanent potential is ideal for someone with at least two years of experience in cash operations, reconciliations, and financial reporting who enjoys working across Finance, Accounting, Accounts Payable, and Operations. The person in this role will help strengthen cash controls, assist with forecasting, and contribute to timely month-end processes while ensuring banking activity is recorded and reviewed accurately. Responsibilities: • Monitor daily cash activity and prepare recurring cash reports to support treasury operations and funding decisions. • Perform bank reconciliations on a daily and monthly basis, researching differences and resolving outstanding items promptly. • Assist with cash forecasting by analyzing trends, expected receipts, payment timing, and project-related funding needs. • Support month-end close by preparing cash-related schedules, reconciling balances, and contributing to financial reporting deliverables. • Process and track cash receipts, wire transfers, and other banking transactions while maintaining accurate supporting documentation. • Coordinate vendor payment timing and review upcoming disbursement requirements to help manage short-term liquidity needs. • Investigate cash variances, account discrepancies, and unusual activity, escalating issues when needed and recommending corrective action. • Partner with Finance, Accounting, Accounts Payable, Accounts Receivable, and Operations to ensure accurate cash application and effective treasury support. • Provide documentation and reconciliation support for internal and external audits related to cash, banking, and treasury activity.
2026-09-01T00:00:00Z