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4 results for Finance in Raleigh, NC

Fund Manager

Raleigh, NC
onsite
Permanent / Full Time
90000 - 95000 USD / Yearly
We are looking for a meticulous Fund Manager to oversee core fund accounting activities and support accurate financial oversight for an investment-focused organization in Raleigh, North Carolina. This position plays a central role in maintaining reliable records, preparing reporting packages, and tracking investment-related transactions across the fund structure. The ideal candidate brings strong accounting judgment, attention to detail, and the ability to work effectively with both internal teams and external partners. Responsibilities: • Maintain complete and accurate fund accounting records by recording journal entries, managing ledger activity, and performing routine account reconciliations. • Support monthly and period-end close activities, including the calculation of net asset values and verification of supporting financial data. • Prepare recurring financial reports for management, investors, and other stakeholders on a monthly, quarterly, and annual basis. • Track cash movements, investment activity, capital funding events, and distribution transactions to ensure records remain current and reliable. • Reconcile portfolio positions, banking activity, and investor balances to identify and resolve discrepancies in a timely manner. • Partner with auditors, fund administrators, custodians, and other third-party providers to support reporting and operational accuracy. • Assist in producing financial statements that align with applicable accounting guidance and reporting standards. • Contribute to regulatory, tax, and compliance-related reporting by gathering data and helping ensure timely submissions. • Review expenses, accruals, and supporting documentation to confirm completeness, accuracy, and proper allocation across funds. • Recommend workflow enhancements and stronger accounting controls to improve reporting quality and operational efficiency.
2026-07-29T00:00:00Z

Financial Analyst

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. Responsibilities: • Perform detailed cash and balance reconciliations across accounts to confirm the completeness and accuracy of financial records. • Review portfolio holdings, asset valuations, and investment results to ensure reporting aligns with supporting data. • Investigate and resolve discrepancies within financial statements, balance sheets, and other internal reports. • Partner with finance, accounting, and operations teams to maintain reliable reporting processes and data integrity. • Analyze large volumes of financial information and translate findings into clear, accurate internal reporting. • Support the upkeep and effective use of investment and reporting platforms such as Addepar, Black Diamond, and related systems. • Contribute to process improvements tied to data capture and automation tools, including machine learning-enabled extraction workflows. • Assist with ad hoc financial analysis, variance review, and data-driven projects as business needs evolve.
2026-07-24T00:00:00Z

Financial Analyst

Cary, NC
onsite
Permanent / Full Time
100000 - 120000 USD / Yearly
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. Responsibilities:• Create monthly financial presentations that summarize business results, highlight major performance factors, and outline key risks and growth opportunities for leadership review.• Develop effective presentation materials and reporting tools that communicate financial findings clearly to internal audiences and external partners.• Convert detailed financial results into concise business stories that explain trends, current performance, and future expectations.• Support the annual planning cycle by collecting assumptions, reviewing submissions, building financial models, and preparing materials for organization-wide budget communication.• Collaborate with cross-functional stakeholders to gather budget inputs, confirm supporting detail, and maintain consistency in financial assumptions.• Prepare lender-facing budget presentations that explain financial outlook, underlying assumptions, and overall business strategy.• Analyze revenue results against targets, investigate sales variances, and partner with commercial teams to monitor progress toward quarterly and annual goals.• Track and evaluate financial and operational indicators, including margin movement, cost trends, volume-based measures, and other key business metrics.• Work with the data analytics function and business partners to improve reporting visibility, validate information, and strengthen decision-making support across departments.• Perform special projects, ad hoc analysis, and day-to-day financial support activities as business needs evolve. For immediate consideration please apply or contact directly Steve Fields at 919-787-8226.
2026-07-17T00:00:00Z

Director of Fund Management

Raleigh, NC
onsite
Permanent / Full Time
150000 - 170000 USD / Yearly
We are looking for an experienced finance leader to oversee fund management activities for a portfolio of affordable housing investments in Raleigh, North Carolina. This position will guide financial strategy, portfolio analysis, and investment decision support while helping leadership evaluate performance, risk, and future opportunities. The role is well suited for someone who brings strong fund expertise, advanced modeling capability, and the judgment to translate complex data into clear strategic recommendations. Responsibilities: • Direct fund oversight for affordable housing investment vehicles, ensuring financial performance is closely tracked and aligned with strategic objectives. • Build, refine, and evaluate detailed financial models covering fund cash flow, projected returns, asset underwriting, and sensitivity analysis. • Lead annual planning, forecasting, valuation reviews, and long-term financial projections to support portfolio management decisions. • Assess investment activities such as acquisitions, recapitalizations, dispositions, and operating strategies to determine financial impact across the portfolio. • Monitor results against expected performance, highlight emerging risks or upside opportunities, and recommend actions to improve outcomes. • Work closely with teams across acquisitions, asset management, accounting, legal, and investor relations to support execution, reporting, and fund-level analysis. • Prepare materials for executives and investors that clearly communicate portfolio trends, investment results, and strategic recommendations. • Contribute to fundraising and due diligence efforts by providing financial analysis, presentation support, and responses to investor inquiries. • Review partnership arrangements, distribution structures, tax credit assumptions, and overall transaction economics for affordable housing investments. • Strengthen reporting methods, analytical frameworks, and portfolio management tools to improve insight, accuracy, and decision-making.
2026-07-29T00:00:00Z