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2 results for Data Analyst Technology in Raleigh, NC
- Chapel Hill, NC
- onsite
- Temporary to Hire
- 30 - 35 USD / Hourly
- We are looking for a Financial Analyst to join a boutique wealth management and family office firm in Chapel Hill, North Carolina. This contract opportunity is ideal for someone who is detail-oriented and enjoys working behind the scenes to strengthen financial accuracy, reconcile complex data, and support sophisticated reporting needs. The role works across finance, accounting, and operations in a highly analytical environment that manages intricate financial activity for a select client base.<br><br>Responsibilities:<br>• Perform detailed cash and balance reconciliations across accounts to confirm the completeness and accuracy of financial records.<br>• Review portfolio holdings, asset valuations, and investment results to ensure reporting aligns with supporting data.<br>• Investigate and resolve discrepancies within financial statements, balance sheets, and other internal reports.<br>• Partner with finance, accounting, and operations teams to maintain reliable reporting processes and data integrity.<br>• Analyze large volumes of financial information and translate findings into clear, accurate internal reporting.<br>• Support the upkeep and effective use of investment and reporting platforms such as Addepar, Black Diamond, and related systems.<br>• Contribute to process improvements tied to data capture and automation tools, including machine learning-enabled extraction workflows.<br>• Assist with ad hoc financial analysis, variance review, and data-driven projects as business needs evolve.
- 2026-07-24T00:00:00Z
- Cary, NC
- onsite
- Permanent / Full Time
- 100000 - 120000 USD / Yearly
- <p>Robert Half is looking for a Financial Analyst to join our client's team. In this role, you will turn financial and operational data into meaningful insights that help leaders understand business performance, monitor trends, and plan effectively. The position offers the opportunity to contribute to company-wide reporting, budgeting, and performance analysis while partnering with teams across finance, sales, operations, and accounting.</p><p><br></p><p>Responsibilities:</p><p>• Create monthly financial presentations that summarize business results, highlight major performance factors, and outline key risks and growth opportunities for leadership review.</p><p>• Develop effective presentation materials and reporting tools that communicate financial findings clearly to internal audiences and external partners.</p><p>• Convert detailed financial results into concise business stories that explain trends, current performance, and future expectations.</p><p>• Support the annual planning cycle by collecting assumptions, reviewing submissions, building financial models, and preparing materials for organization-wide budget communication.</p><p>• Collaborate with cross-functional stakeholders to gather budget inputs, confirm supporting detail, and maintain consistency in financial assumptions.</p><p>• Prepare lender-facing budget presentations that explain financial outlook, underlying assumptions, and overall business strategy.</p><p>• Analyze revenue results against targets, investigate sales variances, and partner with commercial teams to monitor progress toward quarterly and annual goals.</p><p>• Track and evaluate financial and operational indicators, including margin movement, cost trends, volume-based measures, and other key business metrics.</p><p>• Work with the data analytics function and business partners to improve reporting visibility, validate information, and strengthen decision-making support across departments.</p><p>• Perform special projects, ad hoc analysis, and day-to-day financial support activities as business needs evolve.</p><p><br></p><p>For immediate consideration please apply or contact directly Steve Fields at 919-787-8226.</p>
- 2026-07-17T00:00:00Z