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.<br><br>Responsibilities:<br>• Conduct in-depth financial analysis to evaluate business performance and identify trends.<br>• Develop and maintain financial models to support forecasting and decision-making processes.<br>• Perform ad hoc financial analyses to address specific business needs and provide actionable insights.<br>• Analyze variances between planned and actual financial outcomes, identifying root causes and areas for improvement.<br>• Utilize data mining techniques to extract and interpret financial data from various sources.<br>• Collaborate with cross-functional teams to provide financial insights and recommendations.<br>• Prepare detailed financial reports and presentations for management.<br>• Ensure accuracy and completeness of financial data by verifying and reconciling discrepancies.<br>• Monitor industry trends and economic conditions to assess their potential impact on financial performance.<br>• Support budgeting and planning activities by providing accurate and timely financial projections.
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.<br><br>Responsibilities:<br>• Review financial records and account activity to detect unusual patterns, inconsistencies, or potential money laundering concerns.<br>• Conduct investigations into suspicious transactions and document findings clearly for internal review and follow-up.<br>• Analyze fraud-related alerts and supporting information to determine potential exposure and recommend next steps.<br>• Use Excel tools such as pivot tables, lookup functions, and formulas to sort, validate, and interpret large volumes of data.<br>• Perform customer due diligence and assist with KYC and AML-related reviews to support compliance objectives.<br>• Maintain accurate case notes, research outcomes, and supporting documentation in accordance with established procedures.<br>• Collaborate with cross-functional stakeholders to resolve data discrepancies and strengthen the quality of investigative results.
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.<br><br>Responsibilities:<br>• Lead the preparation, review, and submission of recurring external and regulatory reports, ensuring filings are completed accurately and delivered on schedule.<br>• Direct the completion of bank holding company reporting requirements, including capital-related submissions and other required regulatory schedules, while maintaining consistency across disclosures.<br>• 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.<br>• Approve selected accounting entries after verifying supporting documentation, accuracy, and adherence to internal policies and control standards.<br>• Partner with cross-functional stakeholders on enterprise initiatives, product introductions, and complex transactions to determine reporting implications and establish appropriate accounting treatment.<br>• Develop, enhance, and oversee internal controls related to financial and regulatory reporting, and coordinate with audit teams to support efficient review cycles.<br>• Provide leadership, guidance, and prioritization for reporting staff, including reviewing workpapers and managing deadlines across the team.<br>• Communicate reporting issues, compliance considerations, and key conclusions clearly to leadership and business partners.
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.<br><br>Responsibilities:<br>• Conduct financial reviews of individual programs and translate findings into practical recommendations for leadership.<br>• Build and refine ad hoc analyses, time studies, and performance assessments to support planning and decision-making.<br>• Use advanced NetSuite knowledge to extract data, improve reporting accuracy, and expand the finance team’s ability to analyze results efficiently.<br>• Develop financial models and variance analyses that highlight trends, risks, and opportunities across programs and operations.<br>• Partner directly with program managers and non-finance stakeholders to understand business activities and convert operational details into meaningful financial insights.<br>• Prepare data for downstream reporting needs, including analysis that supports Excel-based reporting and Power BI usage.<br>• Identify gaps in current financial data accessibility and recommend improvements that make information more usable for management.<br>• Work across finance and operational workflows to gather information from multiple sources, including environments with separate ticketing or support systems.
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.<br><br>Responsibilities:<br>• Prepare recurring financial reports and dashboards by consolidating data, validating results, and presenting meaningful trends to business partners.<br>• Perform detailed analysis of monthly results, including comparisons to forecasts, budgets, and prior periods to highlight key drivers of performance.<br>• Build, update, and maintain advanced Excel models that support planning, reporting, and decision-making activities.<br>• Use Power BI and other reporting tools to organize data into clear, actionable visuals for finance and operational stakeholders.<br>• Support FP&A processes by following documented procedures, producing scheduled deliverables, and helping maintain consistency across reporting cycles.<br>• Investigate ad hoc business questions through targeted financial analysis, data mining, and presentation of findings to leadership.<br>• Partner with cross-functional teams to gather inputs, resolve reporting discrepancies, and strengthen the accuracy of financial information.<br>• Contribute to process-related initiatives tied to monthly reporting activities and broader finance projects as needed.
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.<br><br>Responsibilities:<br>• Direct the financial reporting process for internally managed funds, affiliated entities, credit vehicles, and joint venture structures.<br>• Prepare and review quarterly and annual consolidated financial statements along with investor-facing reporting packages, ensuring deadlines are met with accuracy.<br>• Oversee month-end close activities by managing journal entries, reconciliations, account analysis, and reporting outputs for fund-level and related entities.<br>• Evaluate transactions and ownership arrangements using technical accounting expertise to maintain compliance with applicable accounting standards and internal reporting policies.<br>• Develop and review supporting schedules such as workpapers, management fee calculations, distribution waterfalls, and investor allocation analyses in line with governing agreements.<br>• Assess operating and portfolio results to identify performance trends, explain variances, and provide useful financial insight to leadership.<br>• Coordinate with treasury and execution teams on liquidity planning, budgeting, capital activity, and preparation of capital call and distribution communications.<br>• Work with internal stakeholders to ensure acquisitions, funding events, and structural updates are accurately captured in financial and investor reporting.<br>• Liaise with external tax advisors on filings, compliance matters, investor tax documents, registrations, and tax return review processes.
We are looking for an experienced FP&A leader to guide financial strategy and deliver meaningful insights that support business growth in Charlotte, North Carolina. This role will partner closely with senior leadership to drive forecasting, budgeting, and performance analysis across the organization. The ideal candidate brings strong financial modeling expertise, a forward-looking mindset, and the ability to turn complex data into clear recommendations.<br><br>Responsibilities:<br>• Lead the company’s financial planning cycle, including annual budgets, rolling forecasts, and long-range strategic plans.<br>• Build and refine financial models that evaluate business performance, investment decisions, and future growth opportunities.<br>• Deliver in-depth analysis on revenue, expenses, profitability, and key performance trends to support executive decision-making.<br>• Partner with cross-functional leaders to develop budgets, assess financial risks, and align planning assumptions with operational goals.<br>• Prepare executive-level reporting packages that translate financial results into clear, actionable insights.<br>• Monitor organizational performance against plan and identify areas for improvement, efficiency gains, and margin enhancement.<br>• Oversee the use and optimization of planning tools such as Adaptive Insights to strengthen reporting accuracy and planning effectiveness.<br>• Support finance-related process improvements and help manage planning activities tied to internal system or reporting changes when applicable.
We are looking for a detail-oriented Fund Accountant to support financial operations for investment vehicles within our asset management organization in Charlotte, North Carolina. This role will focus on fund reporting, close activities, audit and tax coordination, and oversight of key deliverables prepared with external service providers. The ideal candidate brings strong investment accounting knowledge, sound analytical ability, and a disciplined approach to meeting recurring reporting deadlines.<br><br>Responsibilities:<br>• Produce and evaluate quarterly fund financial statements to ensure accuracy, completeness, and alignment with applicable accounting and reporting standards.<br>• Lead monthly close coordination by working closely with the fund administrator and internal investment accounting partners to keep deliverables on schedule.<br>• Examine supporting schedules and investor-related calculations, including fee allocations, distribution models, and statement packages, for quality and consistency.<br>• Oversee recurring and ad hoc investor reporting requests by partnering with external administrators and internal relationship teams to deliver timely supplemental information.<br>• Support the completion of annual audits across multiple investment entities by organizing documentation, addressing requests, and facilitating communication with auditors.<br>• Partner with external tax advisors on data gathering, analysis, filings, registrations, and review of fund tax return materials.<br>• Act as a key contact for compliance matters related to investment structures, coordinating with asset managers and outside tax professionals as needed.<br>• Prepare and maintain quarterly benchmark reporting, variance analysis, and other fund-level performance support materials.<br>• Review quarterly debt compliance reporting and contribute accounting support for acquisitions, transactions, and other investment activity.