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6 results for Treasury Analyst in Hickory, NC

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. Responsibilities: • Perform detailed reviews of financial results, including cash movement, income statement performance, and cost trends, to guide business planning and day-to-day decisions. • Partner with commercial stakeholders to assess product costs, evaluate margins, and support pricing decisions that align with profitability goals. • Maintain cost center analysis by calculating rates within internal systems, investigating variances, and recommending improvements to financial performance. • Complete monthly inventory valuation activities, examine discrepancies, and highlight inventory gains, losses, or shortages to improve control processes. • Assist with quarterly and annual physical inventory counts to help maintain accurate records and support audit preparedness. • Evaluate sales activity, customer demand patterns, and market information to identify trends and provide pricing and profitability recommendations. • Build and enhance advanced Excel-based reporting tools, using pivot tables and complex formulas to streamline analysis and management reporting. • Work with cross-functional teams to collect, verify, and consolidate data used for forecasts, budgets, and performance measurement. • Prepare recurring management reports, support profit and loss forecasting, and contribute to the annual budgeting process and long-range planning initiatives. • 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 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.
2026-06-30T00:00:00Z

Billing Operations Analyst

Charlotte, NC
onsite
Temporary / Contract
30 - 33 USD / Hourly
Position OverviewOur client, a leader in the commercial HVAC and building services industry, is seeking a Billing Operations Analyst to support the North America Field Service organization. This position is responsible for ensuring service work is accurately validated and prepared for billing by reviewing job completion, customer authorizations, cost postings, and billing readiness.The ideal candidate is detail-oriented, thrives in a fast-paced, high-volume environment, and enjoys collaborating with field operations to resolve billing issues and ensure timely invoice processing. Key Responsibilities<ul><li>Review completed service orders and projects to ensure they are ready for billing. </li><li>Validate customer authorizations, job completion, and service order closures. </li><li>Review job costs for accuracy, identify posting errors, and make necessary corrections. </li><li>Set completed jobs to "Ready to Bill" status for the billing team. </li><li>Monitor and manage open service orders daily, with increased focus during month-end and quarter-end close. </li><li>Partner with field offices to resolve billing discrepancies and outstanding issues. </li><li>Participate in weekly meetings with assigned regional markets to review open orders and priorities. </li><li>Process and manage invoice upload requests and billing-related inboxes. </li><li>Support customer billing inquiries and disputes by providing timely updates and issue resolution. </li><li>Meet established productivity and quality metrics while contributing to continuous process improvements. </li></ul>
2026-07-17T00:00:00Z

Sr. Compliance Analyst

Charlotte, NC
onsite
Temporary to Hire
0 - 0 USD / Yearly
We are looking for a Sr. Compliance Analyst to join a team in Charlotte, North Carolina in a contract-to-permanent capacity. This role focuses on personal trading surveillance and stock-related compliance activity, supporting a fast-paced environment that requires sound judgment, accuracy, and strong analytical ability. The ideal candidate brings prior experience reviewing compliance alerts, investigating exceptions, and managing case-related workflows while maintaining a high standard of detail and consistency. Responsibilities: • Monitor personal trading and stock compliance activity to identify potential policy breaches, unusual patterns, and items requiring escalation. • Review surveillance alerts, examine supporting records, and determine appropriate next steps based on internal compliance standards. • Investigate exceptions by gathering relevant data, documenting findings, and coordinating resolution with stakeholders when needed. • Manage day-to-day compliance workflow queues, ensuring timely completion of reviews in a high-volume environment. • Use Excel and other analysis tools to organize data, evaluate trends, and support reporting tied to trading and equity-related activity. • Maintain accurate records of reviews, decisions, and follow-up actions to support audit readiness and regulatory expectations. • Partner with compliance and business teams to address questions related to employee trading, stock plans, and associated controls. • Contribute to oversight activities involving equity transactions, including areas such as restricted stock, stock administration, and employee stock programs.
2026-07-22T00:00:00Z

Tax Manager

Charlotte, NC
onsite
Permanent / Full Time
120000 - 140000 USD / Yearly
Hybrid Corporate Tax Manager Opportunity. We are looking for an experienced Tax Manager to lead a broad range of corporate tax activities for a growing organization in Charlotte, North Carolina. This position supports compliance and reporting across U.S. federal, state, and international tax matters while helping ensure accurate tax accounting and timely filings. The ideal candidate brings strong technical knowledge, sound judgment, and the ability to work effectively across finance and business teams. Responsibilities:• Oversee the preparation and review of corporate tax filings, ensuring completeness, accuracy, and compliance with applicable regulations.• Manage federal and state tax matters, including planning, reporting, and responses to changing regulatory requirements.• Coordinate international tax activities and support the organization’s obligations across cross-border operations.• Lead the income tax provision process, including analysis, documentation, and alignment with financial reporting requirements.• Partner with accounting and finance teams to gather data, resolve tax-related issues, and improve reporting accuracy.• Monitor tax law developments and assess their impact on the company’s compliance approach and tax position.• Support audits, notices, and inquiries from tax authorities by preparing schedules, explanations, and required documentation.
2026-07-15T00:00:00Z

Accounting Specialist

Kings Mountain, NC
onsite
Temporary to Hire
23.75 - 27.5 USD / Hourly
We are looking for a dependable Accounting Specialist to join our team in Kings Mountain, North Carolina in a contract-to-permanent role. This position supports daily accounting operations with a strong focus on payables, receivables, rent collections, and month-end activities. The ideal candidate is organized, comfortable communicating with tenants and vendors, and able to manage deadlines in an onsite office environment. Success in this role requires solid Excel skills, accuracy in financial processing, and a consistent, reliable work ethic. Responsibilities: • Manage day-to-day accounts payable and accounts receivable activities, ensuring invoices, payments, and incoming funds are processed accurately and on schedule. • Monitor rent payments for residential sites, follow up with tenants regarding outstanding balances, and respond to questions related to notices and collections. • Process recurring vendor and utility payments, including a large monthly volume of tenant-related utility bills. • Prepare journal entries, support accrual accounting tasks, and assist with monthly closing procedures to maintain timely and accurate financial records. • Complete bank reconciliations and review account activity to identify and resolve discrepancies. • Maintain leave-time records manually, ensuring employee time-off balances are tracked accurately outside the accounting system. • Support daily closing activities and end-of-month financial tasks in coordination with internal staff and external accounting support. • Use Excel tools such as formulas and pivot tables to organize data, analyze transactions, and create useful financial reports.
2026-07-23T00:00:00Z