Finance analyst jobs in North Carolina - 1,887 jobs
Private Credit Investment Analyst
Churchill Real Estate 3.2
Finance analyst job in Charlotte, NC
As part of the Originations team, the Private Credit Analyst is responsible for evaluating the creditworthiness of loan applicants in the business purpose residential lending space as well as assessing the underlying collateral of the project. This role involves analyzing financial data, assessing risk, and making recommendations to ensure the integrity of our loan portfolio.
Responsibilities:
Review and analyze financial statements, credit reports, and other relevant data to assess the creditworthiness of loan applicants.
Evaluate the viability of proposed real estate investments, including property value, market conditions, and borrower experience.
Prepare detailed credit memos with recommendations for loan approval or decline, ensuring alignment with company policies and risk appetite.
Identify potential risks associated with loan applications and recommend appropriate risk mitigation strategies.
Ensure all credit analysis and documentation comply with internal policies, industry standards, and regulatory requirements.
Maintain accurate and organized records of credit decisions and supporting documentation.
Stay informed of changes in regulations and best practices within the residential lending space.
Collaborate with loan officers, processors, and other team members to gather necessary information and provide clear communication on credit decisions.
Participate in meetings to discuss complex cases, share insights, and contribute to decision-making processes.
Qualifications
Bachelor's degree in Finance, Business, Economics, or a related field.
3-5 years of experience in private real estate lending in underwriting, credit analysis or elated experience.
Strong analytical skills with the ability to interpret financial data and assess risk.
Knowledge of residential real estate markets and investment principles.
Excellent attention to detail and organizational skills.
Strong written and verbal communication skills.
$59k-91k yearly est. 2d ago
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Senior Manager, Financial Planning and Analysis
Vaco By Highspring
Finance analyst job in Raleigh, NC
We are recruiting a Senior Manager of FP&A for a growing company in the Raleigh area. This role is an opportunity to step into a highly visible position focused on supporting revenue growth, improving profitability, and influencing strategic decisions across the business. You will partner with Sales, Marketing, and Operations to help ensure the financial integrity of business decisions. This includes budgeting and forecasting, analyses and commentary, and commercial finance oversight.
Responsibilities:
Lead the monthly, quarterly, and annual forecasting process
Build and maintain financial models to support scenario planning and long-range planning
Partner with commercial leaders to assess performance, support pricing strategies, and evaluate ROI on investments and initiatives
Prepare and deliver financial reporting packages with clear variance analysis and executive-ready commentary
Support contract and deal review processes, evaluating the financial impact of customer and vendor agreements
Identify risks, opportunities, and performance drivers across commercial operations
Work cross-functionally to align financial planning with operational execution
Drive continuous improvement in forecasting, reporting, and analysis processes
Support implementation and optimization of reporting tools, data visualizations, and financial systems
Qualifications:
Bachelor's degree in Finance, Accounting, Economics, or a related field (MBA preferred)
5-8+ years of progressive experience in FP&A, commercial finance, or a related finance role. M&A experience preferred
Strong modeling and Excel skills; proficiency with data tools
Proven ability to influence decision-making through financial insight
Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual's skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs. With that said, as required by local law in geographies that require salary range disclosure, Vaco/Highspring notes the salary range for the role is noted in this job posting. The individual may also be eligible for discretionary bonuses, and can participate in medical, dental, and vision benefits as well as the company's 401(k) retirement plan. Additional disclaimer: Unless otherwise noted in the job description, the position Vaco/Highspring is filing for is occupied. Please note, however, that Vaco/Highspring is regularly asked to provide talent to other organizations. By submitting to this position, you are agreeing to be included in our talent pool for future hiring for similarly qualified positions. Submissions to this position are subject to the use of AI to perform preliminary candidate screenings, focused on ensuring minimum job requirements noted in the position are satisfied. Further assessment of candidates beyond this initial phase within Vaco/Highspring will be otherwise assessed by recruiters and hiring managers. Vaco/Highspring does not have knowledge of the tools used by its clients in making final hiring decisions and cannot opine on their use of AI products.
$86k-123k yearly est. 4d ago
Finance Operations Analyst
Be Pharmaceuticals, Inc.
Finance analyst job in Cary, NC
BE Pharmaceuticals, Inc., established in 2019 and headquartered in Cary, NC, is a subsidiary of Biological E. Limited, a leading vaccine and generic injectable manufacturer. Acting as the sales, marketing and distribution arm in the US, we launched our first FDA approved products in the fall of 2019. We specialize in high-quality, affordable sterile generic injectables, including liquid vials, lyophilized products, and pre-filled syringes. We currently market and sell over 20 different skus across 10 product families, primarily developed and manufactured at our facilities in India. We have a broad reach in the US market and are poised for continued growth. With several launches expected over the next 12 months, we continue to drive innovation and growth in the pharmaceutical industry, bringing costs down for patients, while providing reliable, quality medicines.
Job Summary:
We are seeking a motivated Finance Operations Analyst with 1-3 years of experience to join our Cary, NC team. This entry- to mid-level role will support the finance group in various ways, including financial analysis and reconciliation, logistics tracking and help improve operational efficiency. The ideal candidate will leverage their analytical skills to contribute to our mission of delivering accessible, high-quality medicines.
Responsibilities:
Learn and build and understanding of the US Generic Pharmaceutical market, specifically Gross-to-net finance, Order-to-Cash, and supply chain functions
Build an understanding of the AR cycle and cash application process. Improve the reconciliation and tracking of open items on customer accounts and revenue leakage
Assist with forecasting, budgeting and variance analysis for sales and expenses
Contribute to the monthly, quarterly and annual financial close periods, including annual audit, reporting and corporate consolidation requests
Learn the customer rebate model and help manage the calculation, tracking and payment to our customers and partners
Help facilitate and improve our supply chain and logistics functions by tracking POs, inbound shipments and reconciling POs and expected deliveries
Assist with the maintenance of customer rosters and perform various operational tasks to improve internal tracking of contracts and eligibility and provide customer analytics
Serve as support for commercial operations team: updating customer pricing, dropping orders, tracking shipments and managing open orders
Qualifications:
Bachelor's degree in Finance, Accounting, Business Administration, Economics, or a related field.
1-3 years of experience in accounting, financial analysis, finance operations, or a related role, preferably in pharmaceuticals
Proficiency in Microsoft Excel (pivot tables, lookup functions, etc.)
Experience with ERP systems, database tools, FP&A software etc. - SAP experience is a plus
Understanding of basic accounting standards, functions, financial principles, GAAP, along with experience budgeting and forecasting
Strong analytical skills, critical thinking and attention to detail.
Effective communicator with an ability to collaborate with finance and operations teams and help fill operational gaps
Adaptability and positive attitude
Why Join BE Pharmaceuticals?
Contribute to a growing company with a mission to provide affordable, high-quality medicines.
Work in a small team environment while supporting a global leader in vaccines manufacturing and the development of sterile generic injectables for the US market
Competitive salary and benefits in a collaborative, flexible work environment
$53k-90k yearly est. 3d ago
Senior Supply and Planning Manager - NA
Envu
Finance analyst job in Cary, NC
We're Hiring!
Senior Supply and Planning Manager - NA
At Envu, we partner with our customers to design world-class, forward-thinking innovations that protect and enhance the health of environments around the world. We offer dedicated services in: Professional Pest Management, Forestry, Ornamentals, Golf, Industrial Vegetation Management, Lawn & Landscape, Mosquito Management, and Range & Pasture.
Envu brings together a broad range of perspectives to look beyond chemistry and dare to explore new paths forward. Guided by our inclusive culture, we embrace change and flexibility, tackling our customers' toughest challenges proactively, passionately and with an entrepreneurial spirit. We pursue our ambitions collaboratively because we know that a unified and empowered team is an unstoppable force, allowing us to achieve our vision of healthy environments for everyone, everywhere. Join Us.
Envu is proud to be Great Place to Work Certified in the US, France, and India. (June 2025 - June 2026)
FUNCTION: Product Supply
LOCATION: Cary, North Carolina
TYPE: Permanent
GET TO KNOW YOUR AREA:
Lead the strategic development and management of the NA Planning organization from Demand Plan to Product Supply.
Directly interface with Commercial Operations, Finance, and Regional Leadership to facilitate the monthly Sales, Inventory, & Operations Planning cycle ensuring information needed for management of the business is gathered and presented to guide decision making and maximize profitability.
Lead the regional efforts to enhance operational excellence through the tracking and presentation of KPI's designated by the management team.
YOUR MISSION WILL BE TO:
Work with regional teams to ensure efforts to achieve or exceed annual targets. Strategically manage inventory performance (working capital), inventory processes, and inventory compliance across the Americas.
Responsible for strategic development of the product demand forecasting plan for all Environmental Science products sold in NA across entire 36- month horizon establishing demand phasing to provide our customers with best possible experience to maximize sales opportunities.
Ensure efficient management and a strong line of communication and transparency with DRP, Customer Service, Commercial Sales, Product Management and Marketing regarding potential supply and demand issues and alignment on trade-offs.
Lead regional efforts to enhance operational excellence through tracking and presentation of KPI's designated by the management team including but not limited to Forecast Accuracy, Slow Moving, ISR, QOTIF, STO/Transportation/Warehousing cost to budget.
Oversee all strategic S&OP activities within the Region, partnering with senior leaders to secure business results by providing effective information to support decision-making that aligns the company's product, demand, supply, financial and strategic plans.
Interface with Supply Chain Management and Commercial Leadership to steer the strategic evolution of the S&OP processes to deliver aligned, workable forecast and supply plans, addressing gaps and overlaps, and leading continuous improvement.
Implement appropriate tools to support the S&OP process and ensure aggregate plans can be easily translated to executable detailed plans.
Strategic management of Region Americas inventories to satisfy market demand while optimizing the critical need of working capital efficiency. Responsible for inventory key performance indicator metrics and driving optimal capital efficiency.
ARE YOU READY FOR THE ROLE?
Main requirements:
Bachelor's degree in Business Administration, Supply Chain Management or related field required; MBA/Graduate Degree preferred
10+ years broad professional experience in Supply Chain Planning and its systems (global/site/country), crop science or tier 1 automotive background highly preferred
Knowledge of advanced planning principles, strategies, and Management Information Systems related to Planning, Inventory, and Forecasting preferred.
Environmental Science U.S. LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law.
By applying for this position, you agree that your personal data are going to be processed and recorded by Envu for recruitment purposes only. For candidates who are not selected for this position, personal data will be kept for a period of two years and then permanently deleted.
We will soon be in touch to let you know the next steps to be taken!
$68k-91k yearly est. 2d ago
Travel Intelligence & Risk Analyst
Strategic Staffing Solutions 4.8
Finance analyst job in Charlotte, NC
🚨 Now Hiring: Business Execution Consultant 2 - Travel Intelligence & Risk Analysis
📍 Corporate Security | CSIRA Team
📌 Job ID: JOB-244274 / Req 207285-1
We're seeking an experienced Intelligence Analyst to join the Intelligence and Risk Analysis (CSIRA) team within Corporate Security. This role is critical to protecting our people, assets, and operations by transforming complex intelligence into actionable security insights.
This is not just travel risk-the focus is on security intelligence, threat detection, and applying sound judgment to evolving global and domestic risks.
🔍 What You'll Do
Gather, evaluate, and analyze intelligence from open-source, human, and technical sources
Apply analytical judgment to identify threats, vulnerabilities, and emerging risks
Produce clear, actionable intelligence to support strategic and operational decision-making
Support domestic and international security operations with timely risk assessments
✅ Required Qualifications
5+ years of experience in intelligence, crime, or threat analysis
(federal, state, local law enforcement, or private-sector intelligence teams)
⭐ Desired Qualifications
Proven intelligence analysis experience in public or private sectors
Strong ability to synthesize qualitative and quantitative threat data
Experience with global threat intelligence and risk assessments
Excellent written and verbal communication skills; able to brief diverse audiences
Familiarity with intelligence and risk platforms such as Ontic, Dataminr, WorldAware, Sibylline, or Intelligence Fusion
If you're an intelligence professional who excels at turning information into insight and judgment into action, we'd love to connect.
$54k-75k yearly est. 2d ago
Finance Analyst
Cisco Systems, Inc. 4.8
Finance analyst job in Parkton, NC
Meet the Team
You'll be working with a group of finance leaders and controllers and have an opportunity to educate and partner with Sales Directors and VP's who are passionate about making a lasting impact to Cisco's business. We constantly look for ways to align, improve and simplify in a fast paced and constantly changing environment.
Your Impact
You will be a FinanceAnalyst supporting the Global Collaboration Sales organization. The role will provide finance support, analytics, and reporting to a global team of finance professionals and senior sales leaders. Key activities include:
Reporting and forecasting of consistent metrics for renewals and pipeline to drive insights into new, renew, and expansion areas of the Collaboration business
Partner with the renewals finance teams to understand collaboration business trends to support the numbers with data, facts, and detail
Own regular (weekly, monthly, quarterly) reporting on renewals and pipeline metrics for the Collaboration Sales team
Partner on monthly forecasting results and preparing materials for QBR/QBO meetings
Support finance and sales leadership with ad hoc reporting requests and analysis
Minimum Qualifications
Completed Bachelor's degree in finance, accounting, business administration, or related field.
2+ years proven experience.
Strong communication and presentation skills with ability to communicate at high levels of the sales organization.
Strong analytical skills and ability to consume large volumes of sophisticated data and build financial models.
Excel, FINBI, BO, PowerPoint skills are critical.
Preferred Qualifications
Recurring Revenue knowledge and experience with renewal metrics experience is preferred.
You have a positive attitude and a desire to learn and make an impact on the business. All while having a motivated career journey.
Cisco is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, national origin, genetic information, age, disability, veteran status, or any other legally protected basis
U.S. employees have access to quality medical, dental and vision insurance, a 401(k) plan with a Cisco matching contribution, short and long-term disability coverage, basic life insurance and numerous wellbeing offerings.
Competitive salary range: $77,600-100,900
Accommodations for Disabled and Neurodivergent Applicants
We offer the necessary guidance and access to assistive technology and services to support your application process. If you require assistance or accommodations during the application, interview, or hiring process, please contact us.
Cisco is an Affirmative Action and Equal Opportunity Employer.
Why Cisco?
At Cisco, we're revolutionizing how data and infrastructure connect and protect organizations in the AI era - and beyond. We've been innovating fearlessly for 40 years to create solutions that power how humans and technology work together across the physical and digital worlds. These solutions provide customers with unparalleled security, visibility, and insights across the entire digital footprint.
Fueled by the depth and breadth of our technology, we experiment and create meaningful solutions. Add to that our worldwide network of doers and experts, and you'll see that the opportunities to grow and build are limitless. We work as a team, collaborating with empathy to make really big things happen on a global scale. Because our solutions are everywhere, our impact is everywhere.
We are Cisco, and our power starts with you.
Message to applicants applying to work in the U.S. and/or Canada:The starting salary range posted for this position is $77,600.00 to $100,900.00 and reflects the projected salary range for new hires in this position in U.S. and/or Canada locations, not including incentive compensation*, equity, or benefits.
Individual pay is determined by the candidate's hiring location, market conditions, job-related skillset, experience, qualifications, education, certifications, and/or training. The full salary range for certain locations is listed below. For locations not listed below, the recruiter can share more details about compensation for the role in your location during the hiring process.
U.S. employees are offered benefits, subject to Cisco's plan eligibility rules, which include medical, dental and vision insurance, a 401(k) plan with a Cisco matching contribution, paid parental leave, short and long-term disability coverage, and basic life insurance. Please see the Cisco careers site to discover more benefits and perks. Employees may be eligible to receive grants of Cisco restricted stock units, which vest following continued employment with Cisco for defined periods of time.
U.S. employees are eligible for paid time away as described below, subject to Cisco's policies:
10 paid holidays per full calendar year, plus 1 floating holiday for non-exempt employees
1 paid day off for employee's birthday, paid year-end holiday shutdown, and 4 paid days off for personal wellness determined by Cisco
Non-exempt employees** receive 16 days of paid vacation time per full calendar year, accrued at rate of 4.92 hours per pay period for full-time employees
Exempt employees participate in Cisco's flexible vacation time off program, which has no defined limit on how much vacation time eligible employees may use (subject to availability and some business limitations)
80 hours of sick time off provided on hire date and each January 1st thereafter, and up to 80 hours ofunused sick timecarried forwardfrom one calendar yearto the next
Additional paid time away may be requested to deal with critical or emergency issues for family members
Optional 10 paid days per full calendar year to volunteer
For non-sales roles, employees are also eligible to earn annual bonuses subject to Cisco's policies.
Employees on sales plans earn performance-based incentive pay on top of their base salary, which is split between quota and non-quota components, subject to the applicable Cisco plan. For quota-based incentive pay, Cisco typically pays as follows:
.75% of incentive target for each 1% of revenue attainment up to 50% of quota;
1.5% of incentive target for each 1% of attainment between 50% and 75%;
1% of incentive target for each 1% of attainment between 75% and 100%; and
Once performance exceeds 100% attainment, incentive rates are at or above 1% for each 1% of attainment with no cap on incentive compensation.
For non-quota-based sales performance elements such as strategic sales objectives, Cisco may pay 0% up to 125% of target. Cisco sales plans do not have a minimum threshold of performance for sales incentive compensation to be paid.
The applicable full salary ranges for this position, by specific state, are listed below:
New York City Metro Area:
$93,500.00 - $139,700.00
Non-Metro New York state & Washington state:
$83,200.00 - $124,300.00
* For quota-based sales roles on Cisco's sales plan, the ranges provided in this posting include base pay and sales target incentive compensation combined.
** Employees in Illinois, whether exempt or non-exempt, will participate in a unique time off program to meet local requirements.
$93.5k-139.7k yearly 2d ago
Financial Analyst
Highwoods Properties 4.4
Finance analyst job in Raleigh, NC
As a Highwoods FinancialAnalyst, you'll join a dynamic team of finance professionals dedicated to providing exceptional service, analysis and project support in strategy initiatives. This position will have a role in helping implement data visualization/business intelligence tools.
KEY RESPONSIBILITIES:
Prepare monthly, quarterly, and ad hoc reports which may include:
Occupancy
Leasing Statistics and Analysis
Market Analysis
Division Monthly Financial Reviews including identifying Key Performance Drivers
Corporate Monthly Financial Reviews
Preparing data for the Company's publicly released documents
Investment Report Card
Ad Hoc Analysis for Analyst Calls, Board, Division, and Officer Meetings
Peer Overview and Analysis
Impairment Analysis
Assist Finance team with exploring new ways to view and use internal and external data sources to improve communication and advocate new ways to approach business challenges.
Work with the Investments team to underwrite potential acquisitions and dispositions using both Argus and internal company forecasts.
Maintain and coordinate data rooms for Investments transactions.
Work closely with CFO, COO, and other executives on strategic initiatives on an as needed basis.
QUALIFICATIONS/KNOWLEDGE, SKILLS, ABILITIES:
Strong mathematical aptitude and analytical skills
Proficiency in the creation and manipulation of Excel spreadsheets
Excellent time management, written, and oral communication skills
Ability to prioritize deadlines and work independently
Strong interpersonal skills
EDUCATION/EXPERIENCE:
Bachelor's degree in finance, accounting, business or economics
1-2 years of experience in accounting, finance or real estate helpful
Computer proficiency - MS Office and Global Software experience a plus
Prior experience with Argus strongly preferred
Prior experience with Microsoft Business Intelligence a plus
Why Join Our Team
At Highwoods you will be part of our people-focused culture, which is a supportive environment where your growth and success are as important as that of our customers. With our customer-centric design, everything we do is driven by the goal of delivering greater value to our customers, their teams and our shareholders. We build and operate spaces that are more than workplaces; they are vibrant parts of the community where success and creativity flourish.
What Sets Us Apart
As part of the Highwoods team, you're not just taking on a job; you're joining a culture that values integrity, collaboration, and growth. We believe our culture is the key to success in the dynamic world of commercial real estate. Every member of our team plays a role in defining and upholding this culture-it's not just words on a page, but a way of working and living every day. We are more than just a commercial real estate company-we are in the business of creating remarkable workplaces that inspire and support growth, community and connection.
Our mission is to build environments and experiences that empower our teammates and customers to achieve more together. When you join Highwoods, you'll bring your unique skills, experiences, and values to life through our shared mission. Together, we create a thriving workplace where every teammate has the support and opportunity to make a meaningful impact.
WORK ENVIRONMENT:
This job operates in an office setting. This role routinely uses standard office equipment such as computers, phones, and video conferencing equipment. The physical requirements described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Work is of a general office nature; while performing the duties of this job, the employee is regularly required to sit, talk, hear, and see; required to use arms and hands to reach; typing on computer keyboard and using phone is required. Ability to read, understand, and to communicate information and ideas clearly in writing and orally is required.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$76k-111k yearly est. 3d ago
Licensing & Reporting Analyst II (Compliance)
James River Management Company 4.7
Finance analyst job in Raleigh, NC
Come grow with James River Insurance!
James River Insurance is an excess and surplus lines segment of James River Group Holdings, Ltd. and operates on an approved non-admitted basis in 50 states and Washington, DC. Since 2003, James River has provided thousands of commercial property and casualty customers with innovative and creative solutions for particular insurance needs.
At James River Insurance, we are committed to providing a stable and rewarding work environment supported by our Core Values and Guiding Principles: Integrity, Accountability, Innovation, Customer Service, Communication, and Teamwork. We are proud of being recognized the past 5 years as one of The Top Workplaces USA.
James River Group Holdings, Ltd. is a Bermuda-based insurance holding company which owns and operates a group of specialty insurance and reinsurance companies. The Company operates in two specialty property and casualty insurance segments: Excess and Surplus Lines and Specialty Admitted Insurance. The Company tends to focus on accounts associated with small or medium-sized businesses in each of its segments. Each of the Company's regulated insurance subsidiaries are rated "A-" (Excellent) by A.M. Best Company.
Job Summary:
The Licensing & Reporting Analyst II will be responsible for all annual and quarterly regulatory filings for surplus lines and admitted entities.
Duties and Responsibilities:
Continuously exhibit and uphold Core Values of Integrity, Accountability, Communication and Teamwork, Innovation and Customer Service
Determine state specific requirements for company financial, claims, and underwriting reporting requirements for review
Work collaboratively with Accounting, Claims, IT, and Underwriting to develop or extract necessary data for reporting and build solid working relationships.
Prepare reports or notify appropriate reporting area in a timely manner to ensure due dates are met
Properly document files with all filing submissions and confirmations
Update and maintain the regulatory filing and reporting dashboard
Prepare applications and other necessary documentation in a timely manner to ensure due dates are met
Monitor new and/or changes to regulatory requirements
Knowledge, Skills and Abilities:
Solid experience with submitting annual and quarterly financial and licensing filings for surplus lines and admitted insurers (i.e. Certificate of Authority and surplus lines eligibility renewals, IEE, MD&A, CPA Audit Report)
Must be disciplined to do what it takes to meet hard regulatory deadlines set by insurance departments
Ability to follow written and verbal instruction
Ability to manage multiple tasks and projects effectively with minimal oversight
Excellent written, verbal and customer service skills included ability to document files
Active listening skills
Ability to exercise sound judgement in making critical decisions
Ability to convey technical process information in a clear and concise manner
Attention to detail
Excellent organizational skills
Research, analysis and problem-solving skills
Ability to build effective relationships with business partners
Ability to perform effectively as part of a team
Ability to take initiative and work independently
Ability to research and communicate filing and reporting changes
Ability to multi-task in a high-paced environment
Proficiency in Microsoft Office (Word, Excel, and Outlook) and internet research to include insurance law
Experience and Education:
Bachelor's degree or equivalent work experience
Minimum of 3 years of insurance industry experience required
Minimum of 3 years of regulatory filings and reporting/licensing experience preferred
#LI-JB1
#LI-Remote
Please note that this position is not eligible for H-1B visa sponsorship. All applicants must be currently authorized to work in the United States on a full-time basis without the need for current or future H-1B sponsorship.
$63k-84k yearly est. 3d ago
Wealth Advisor
First National Bank of Pennsylvania 3.7
Finance analyst job in Charlotte, NC
Primary Office Location:401 S Graham St. Charlotte, North Carolina. 28202.Join our team. Make a difference - for us and for your future.n
Wealth Advisor
Business Unit:WM - FNTC
Reports to:Market Executive - Wealth Management
Position Overview:
This position is primarily responsible for driving new revenue on behalf of FNB Wealth Management, within an assigned region. This individual will lead and deliver the new client experience to FNBWM clients through a consultative manner, as well as work closely with the client and FNBWM relationship team in developing the proposed solutions to be offered and presented to the client. Among the areas the individual will focus will be:
Personal Wealth Management with a focus on HNW clientele.
Institutional Wealth Management
Retirement Plan Services - to include 401k and Pension plans
Primary Responsibilities:
Promotes the Wealth Management (WM) Model internally to internal business partners to develop organic sales opportunities. Works with internal bank and external network to develop leads for WM.
Sells investment services directly and indirectly to clients, prospects, employees, Centers of Influence, community leaders and others who influence potential customers to positively impact financial results of the corporation. Meets with prospects, identifies needs and presents solutions. Drives revenue to FNTC and FNBIA.
Prepares all associated and required documentation in conjunction with sales of investment services and products in a manner compliant with company and regulatory oversight.
Manages time and referral sources to maintain a regular flow of sales through lead generation, follow up, presentation and closing cycle.
Prepares all required internal activities reporting, expense reporting, pipeline management and business planning reports and prepares sales activity reports, organic sales reports and external Center of Influence calling effort reports monthly, timely and in a manner consistent with current procedures.
Keeps current on all products and services offered through the WM area, demonstrates an in-depth knowledge of these products and services and is able to position and differentiate the corporation from industry competitors.
Continually recognizes the responsibility to promote FNTC products, services and image by being involved in community development and by participating and attending local community events.
Performs other related duties and projects as assigned.
All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
Minimum Level of Education Required to Perform the Primary Responsibilities of this Position:
BA or BS
Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position:
5
Skills Required to Perform the Primary Responsibilities of this Position:
Excellent project management skills
Excellent communication skills, both written and verbal
Excellent organizational, analytical and interpersonal skills
Excellent customer service skills
MS Word - Basic Level
MS Excel - Basic Level
MS PowerPoint - Basic Level
Experience in financial services or sales and in depth knowledge and understanding of investment principles and financial concepts
Licensures/Certifications Required to Perform the Primary Responsibilities of this Position:
CTFA or CFP designation preferred
Valid Drivers License
Physical Requirements or Work Conditions Beyond Traditional Office Work:
Frequent driving (car, van, truck)
Equal Employment Opportunity (EEO):
It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.
$75k-153k yearly est. 5d ago
Manager, Financial Operations
USTA North Carolina 3.8
Finance analyst job in Greensboro, NC
Do you enjoy bringing order to complex systems and making processes run smoothly? Are you excited by the idea of supporting a mission that creates access to tennis across North Carolina? If so, USTA North Carolina may be a great fit for you.
As our Manager of Financial Operations, you'll play a key role in keeping our financial systems accurate, compliant, and running efficiently-while working with a collaborative, mission-driven team in a supportive and flexible environment.
What You'll Do
Financial Operations & Accounting
Record and maintain accurate financial transactions, including income, expenses, and payroll, using QuickBooks
Reconcile bank accounts and investigate discrepancies
Manage accounts payable and receivable
Reporting & Budget Support
Prepare regular financial reports (income statements, balance sheets, etc.)
Support budget development and monitoring
Assist with audit preparation and external reporting as needed
Systems, Compliance & Process Improvement
Ensure compliance with nonprofit accounting standards and regulations
Create, document, and improve financial and donor-related processes
Enter and reconcile gifts, sponsorships, and grants in Network for Good and QuickBooks
Collaboration & Support
Work closely with staff, external accountants, and vendors
Provide timely and accurate financial information to support organizational needs
What You'll Bring
Communication & Stakeholder Relations
Clear and concise written and verbal communication skills
Ability to communicate effectively with staff, external accountants, and donors or grantors
Exemplary customer service skills
Financial & Technical Expertise
Proficiency in accounting software, including QuickBooks and Excel
Strong understanding of accounting principles and nonprofit tax reporting requirements
Accurate recordkeeping and financial reporting
Organization & Attention to Detail
Strong organizational and time management skills
Ability to manage multiple tasks and deadlines effectively
Meticulous attention to detail
What You'll Receive
There are many things to love about working for USTA North Carolina. Among them, we are a workplace that embraces conscientiousness, creativity, and innovation. The starting salary range for this position is $48-52K depending on qualifications and experience. Additionally, the position includes a comprehensive, competitive benefit package. And we are dog friendly for well-mannered pups.
Additional Information For You
Work Environment
This position operates in an office setting. The position routinely uses standard office equipment such as computers, phones, photocopiers, and filing cabinets. At times, this position will be offsite at trainings, meetings, and events such as tennis tournaments, special events, etc. Many of these are held on the weekends. Thus, there will be weekend work from time to time.
Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. While performing the duties of this position, the employee is regularly required to talk or hear. The employee is required to stand and walk frequently. The employee must be able to lift up to 10-20 pounds occasionally.
Position Type and Expected Hours of Work
This is a full-time nonexempt position. Typical days and core hours of work are Monday through Friday, 8:30 AM to 4:30 PM, but hours outside of the typical days and core business hours are required, including weekend work due to tournaments, meetings, and special events.
Travel
The position requires travel including but not limited to meetings, events and workshops within the State of North Carolina as well as occasional out-of-state travel including nights and weekends.
EEO Statement
USTA North Carolina is an equal opportunity employer. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Supervisors
This position reports directly to the Executive Director.
Other Duties
This position description is not designed to cover or contain a comprehensive list of activities, duties or responsibilities required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
Salary Range
The salary range for this position is $48,000-52,000, depending on the qualifications of the applicant. In addition, a comprehensive, competitive benefit package is available to employees.
$48k-52k yearly 5d ago
Financial Analyst- Audit/Assurance Public Accountant
Stevendouglas 4.1
Finance analyst job in Morrisville, NC
*** You must currently reside within 20 miles of Morrisville, NC to be considered for this role. ***
A growing, PE-backed healthcare organization with strong backing and ongoing acquisitions is seeking a FinancialAnalyst to support its expanding finance function. This newly created role is designed for someone eager to learn the business, collaborate with leaders, and take ownership of critical financial processes.
The Opportunity:
This is a hands-on role with broad exposure across accounting, FP&A, and business partnering. You'll work directly with senior finance leaders and cross-functional teams, gaining insight into every part of the organization. The environment is fast-moving, collaborative, and entrepreneurial ideas are welcomed, decisions are made quickly, and impact is immediate.
The role is ideal for someone coming from public accounting who wants to get closer to the business and grow beyond traditional audit work. The team is open to pushing a start date until after the busy season, but would like to meet you now!
What You'll Do:
• Manage monthly financial close procedures for multiple entities
• Perform first-level P&L reviews and partner with accounting to ensure accuracy
• Prepare weekly budget vs. actual reports and quarterly incentive calculations
• Build monthly KPI reporting and financial packages
• Execute ad hoc projects such as brand-level analysis, including OpEx, headcount, and retention
• Collaborate cross-functionally and proactively identify opportunities to improve processes
Qualifications:
• Coming from a Big 4 or large regional public accounting firm (2+ busy seasons)
• Curious mindset with strong analytical skills
• Excellent communication and a professional, friendly presence
• Self-starter who enjoys solving business problems and jumping into new challenges
Work Environment:
• Hybrid: 2 days per week on-site for collaboration- Morrisville, NC
$54k-72k yearly est. 4d ago
Cost Accountant - Contract to Hire
Adecco 4.3
Finance analyst job in North Carolina
Controlling Specialist (Cost Accounting) - Temp to Perm Compensation: $70,000+ annually (commensurate with experience)
About the Opportunity We are partnering with a global manufacturing leader to identify a highly detail-oriented Controlling / Cost Accounting Specialist to join their Finance team. This temp-to-perm opportunity is ideal for someone who wants to step into a stable, long-term role while making an immediate impact in a fast-paced manufacturing environment.
In this role, you will play a key part in maintaining cost accuracy, supporting financial reporting, and partnering with operations to drive sound financial decision-making. If you enjoy digging into data, improving processes, and working within SAP in a manufacturing setting, this role offers both challenge and growth.
Key Responsibilities
Maintain standard material costs in SAP in accordance with company cost guidelines
Own the cycle counting process, including financial postings and adjustments
Monitor and resolve material movement errors in partnership with operations
Perform ad hoc work order settlements and analyze variances
Prepare and distribute cost center spending reports comparing actuals to budget
Complete account reconciliations and support month-end close activities
Assist with budgeting, treasury support, and special finance projects
Analyze and report on direct labor efficiency and inventory performance
What You Bring
Bachelor's degree in Accounting or a related field
1-3 years of cost accounting experience within a manufacturing environment
Hands-on SAP experience (required)
Strong Excel and Microsoft Office skills
High attention to detail with a strong analytical mindset
Ability to manage multiple priorities in a deadline-driven environment
Why This Role
Clear path from contract to permanent employment
Exposure to a global manufacturing organization
Opportunity to strengthen SAP and cost accounting expertise
Collaborative finance team with long-term growth potential
Employment Type: Temp to Perm
Pay Details: $31.00 to $36.00 per hour
Benefit offerings available for our associates include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits and a 401K plan. Our benefit offerings provide employees the flexibility to choose the type of coverage that meets their individual needs. In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other paid leave required by Federal, State, or local law, as well as Holiday pay where applicable.
Equal Opportunity Employer/Veterans/Disabled
Military connected talent encouraged to apply
To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to
The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:
The California Fair Chance Act
Los Angeles City Fair Chance Ordinance
Los Angeles County Fair Chance Ordinance for Employers
San Francisco Fair Chance Ordinance
Massachusetts Candidates Only: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
$31-36 hourly 3d ago
Carrier Pricing Analyst
Consolidated Communications 4.8
Finance analyst job in Charlotte, NC
Classification: Exempt / Non-Bargaining
may be located remote. #LI-Remote
Fidium is where next-generation fiber meets next-level opportunity. With a vision to be America's favorite fiber internet and network services provider, we deliver lightning-fast and reliable connections to families, businesses, and communities.
Backed by one of the nation's top 10 fiber networks, Fidium is driven by a team of 2,500 employees. We champion innovation, integrity, and continuous improvement-empowering every team member to make a meaningful impact.
Fidium is seeking a highly motivated results-driven pricing professional to join the Carrier Quote Desk Team. This position will support assigned bid activity, working closely with the Carrier Sales Team, delivering competitive pricing proposals across Fidium's 20+ state footprint and 250K+ on-net/near-net buildings. The ideal candidate will be a savvy Microsoft Excel user with experience in telecommunications and have working knowledge of Ethernet; Dark Fiber; Wavelengths; Dedicated Internet Access (DIA); and Fiber Broadband solutions.
Responsibilities
Review request for quote opportunities sourced from customer quoting portals or sent to quote desk.
Utilize Fidium on-line tools to evaluate service locations for On-Net or Near-net qualification.
Develop bid/pricing solution based on established standard pricing rate cards.
Submit timely bid responses, based on assignment, via quoting portal, email, or other method.
Upload bid information into Salesforce.
Ensure data integrity in all reporting and analysis functions.
Maintain thorough understanding of all applicable systems used in daily operations.
Qualifications
Understand Wholesale products, margin analysis, and pricing methodologies.
Bachelor's degree in marketing, business, or related field.
3-5 years related telecommunications experience.
Proficiency in Microsoft Office Suite.
Ability to evaluate large datasets using Microsoft Excel.
Experience using Salesforce as part of a required job function.
Previous experience working with IQGeo and Connectbase is a plus.
Key Attributes
Highly organized, fast paced, and self-motivated.
Ability to work independently as well as in a team environment.
Strong problem-solving skills with a keen focus on accuracy and attention to detail.
Must be able to demonstrate clear, excellent written and verbal communication skills.
Benefits Offered
We are proud to offer a comprehensive and competitive benefits package:
401(k) matching
Medical, Rx, Dental and Vision insurance
Disability insurance
Flexible spending account
Health savings account
Life insurance
Tuition reimbursement
Paid vacation and personal days
Paid holidays
Employee Assistance Program
Annual bonus program to eligible employee's based upon organization performance
Salary
Pay range (commensurate with skills and experience): $65,000 - $80,000 Annual Salary
Equal Opportunity Employer
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity or expression, sexual orientation, national origin, marital status, familial status, genetics, disability, age, veteran status or any other characteristic protected by law.
$65k-80k yearly 2d ago
Accounting Analyst
Teksystems 4.4
Finance analyst job in Greensboro, NC
This position will be responsible for accounts payable and will assist during the month end closing process. Responsible for a variety of tasks associated with the Accounting function, to include: processing, reconciling and paying all incoming invoices; supporting cash flow reporting and maintaining vendor credit terms. In addition, performs a variety of miscellaneous support tasks for the Director of Finance.
*75% Accounts Receivable and Expense Report Processing*
* Process, audit and code invoices, expense reports, credit card bills, freight bills and other miscellaneous invoices
* Enter Invoices against received PO Receipts, account reconciliation and research any discrepancies
* Manage purchase orders and expense reports
* Prepare and perform check runs, process and file vendor payments
* Maintain Vendor accounts, correspond with vendors and respond to inquiries
* Process Sales tax payments
* Maintenance and tracking of costs for each project
* Maintain accounting control procedures
*25% Month-End Close /Ad Hoc Reports*
* Monthly reconciliation of various general ledger accounts
* Prepare analysis of accounts
* Produce weekly and monthly reports
* Provide supporting documentation for audits
* Reporting for accounting projects as requested
* Prepare reports as requested by management
*Skills & Qualifications*
* Able to work in a very dynamic, fast paced environment
* Proven experience managing and producing accurate, high-quality work under tight deadlines
* Excellent interpersonal skills. Comfortable interacting with individuals at all levels of the organization
* Able to work well independently and demonstrate a high level of drive, energy and speed while always maintaining a strong customer focus
* Ability to organize and efficiently work with a large volume of information
* Ability to learn quickly and work independently.
* Critical thinking and problem solving skills
* Planning and Organizing skills
* Good communication skills
* Can prioritize important tasks
* Drive for results
* Supports diversity and inclusion
*Job Type & Location*
This is a Contract to Hire position based out of Greensboro, NC.
*Pay and Benefits*The pay range for this position is $25.00 - $25.00/hr.
Eligibility requirements apply to some benefits and may depend on your job
classification and length of employment. Benefits are subject to change and may be
subject to specific elections, plan, or program terms. If eligible, the benefits
available for this temporary role may include the following:
* Medical, dental & vision
* Critical Illness, Accident, and Hospital
* 401(k) Retirement Plan - Pre-tax and Roth post-tax contributions available
* Life Insurance (Voluntary Life & AD&D for the employee and dependents)
* Short and long-term disability
* Health Spending Account (HSA)
* Transportation benefits
* Employee Assistance Program
* Time Off/Leave (PTO, Vacation or Sick Leave)
*Workplace Type*This is a fully onsite position in Greensboro,NC.
*Application Deadline*This position is anticipated to close on Jan 26, 2026.
h4>About TEKsystems:
We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.
The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
About TEKsystems and TEKsystems Global Services
We're a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We're a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We're strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We're building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.
The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
$25-25 hourly 2d ago
Associate, Investment Banking - Industrials
Stout 4.2
Finance analyst job in Charlotte, NC
At Stout, we're dedicated to exceeding expectations in all we do - we call it Relentless Excellence . Both our client service and culture are second to none, stemming from our firmwide embrace of our core values: Positive and Team-Oriented, Accountable, Committed, Relationship-Focused, Super-Responsive, and being Great communicators. Sound like a place you can grow and succeed? Read on to learn more about an exciting opportunity to join our team.
Impact You'll Make:
Stout is seeking an experienced Associate to join our Investment Banking group, specifically within the Industrials team. This role will focus on leading day-to-day transaction execution for middle-market mergers and acquisitions (M&A) and capital raising. The Associate will play a pivotal role in driving the firm's M&A and Capital Markets advisory efforts while gaining extensive deal process experience by collaborating with senior bankers and serving as a critical resource in client coverage, prospecting, and engagement execution.
This role offers Associate the opportunity to strengthen their technical skills, build client relationships, and gain valuable exposure to transaction processes while working alongside experienced professionals across the firm.
What You'll Do:
Collaborate with practice leaders and sector leaders within investment banking to secure and execute M&A transactions
Coordinate and perform business due diligence on clients and prospective opportunities
Conduct comprehensive valuation exercises for companies and business units
Prepare and deliver high-quality presentation materials for internal and external stakeholders
Take a leadership role in all phases of the transaction process, ensuring successful execution and client satisfaction
Attend client meetings and actively contribute to discussions
What You Bring:
A minimum of 2 years of relevant experience in investment banking, private equity, or financial analysis
Advanced proficiency in Excel, PowerPoint, Word, and other Microsoft Office applications
Exceptional academic credentials from a top-tier university
Ability to think critically and demonstrate excellent written and verbal communication skills
Strong transaction process orientation and attention to detail.
Highly proficient financial analysis and modeling skills
Self-starter with the ability to thrive in an entrepreneurial, fast-paced, and demanding environment
Collaborative team player capable of working effectively within intimate deal teams
How You'll Thrive:
Cultivate a positive, team-oriented approach that fosters collaboration and shared success.
Demonstrate accountability and reliability by consistently delivering high-quality results and meeting expectations.
Exhibit an entrepreneurial mindset and a commitment to excellence in all aspects of your work.
Build meaningful relationships and leverage strong interpersonal skills to create trust and drive outcomes.
Communicate effectively and respond promptly, ensuring clarity and alignment with stakeholders.
Bring intellectual curiosity and a keen attention to detail to problem-solving and decision-making.
Apply advanced analytical and quantitative skills to uncover insights and drive data-informed strategies.
Leverage a deep understanding of the sell-side execution process to navigate complex transactions and achieve optimal results.
Why Stout?
At Stout, we offer a comprehensive Total Rewards program with competitive compensation, benefits, and wellness options tailored to support employees at every stage of life.
We foster a culture of inclusion and respect, embracing diverse perspectives and experiences to drive innovation and success. Our leadership is committed to inclusion and belonging across the organization and in the communities we serve.
We invest in professional growth through ongoing training, mentorship, employee resource groups, and clear performance feedback, ensuring our employees are supported in achieving their career goals.
Stout provides flexible work schedules and a discretionary time off policy to promote work-life balance and help employees lead fulfilling lives.
Learn more about our benefits and commitment to your success.
en/careers/benefits
The specific statements shown in each section of this description are not intended to be all-inclusive. They represent typical elements and criteria necessary to successfully perform the job.
Stout is an Equal Employment Opportunity.
All qualified applicants will receive consideration for employment on the basis of valid job requirements, qualifications and merit without regard to race, color, religion, sex, national origin, disability, age, protected veteran status or any other characteristic protected by applicable local, state or federal law.
Stout is required by applicable state and local laws to include a reasonable estimate of the compensation range for this role. The range for this role considers several factors including but not limited to prior work and industry experience, education level, and unique skills. The disclosed range estimate has not been adjusted for any applicable geographic differential associated with the location at which the position may be filled. It is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case.
A reasonable estimate of the current range is $145,000 - $175,000 Annual. This role is also anticipated to be eligible to participate in an annual bonus plan. Information about benefits can be found here - en/careers/benefits.
$33k-51k yearly est. 5d ago
2027 Investment Banking Summer Analyst Program - Charlotte, Consumer & Retail Group
Jefferies 4.8
Finance analyst job in North Carolina
ABOUT US
Jefferies is a leading global, full-service investment banking and capital markets firm that provides advisory, sales and trading, research, and wealth and asset management services. With more than 40 offices around the world, we offer insights and expertise to investors, companies, and governments.
What you can expect
Jefferies Investment Banking Summer Analysts have the unique opportunity to gain insight into a global, client-focused investment bank and experience an entrepreneurial environment where employees have the opportunity to make an immediate impact and are rewarded for performance. Our Summer Analysts are exposed to Jefferies' full range of top-tier investment banking products and leading industry expertise by working closely with senior bankers on pitches and live deals. Our lean deal team structure will not only provide you with unparalleled hands-on experience, it will help you develop lasting personal and professional relationships with peers and senior bankers that will serve as the foundation for a successful career.
Following an enriching orientation and training program, Summer Analysts will begin working on their day-to-day responsibilities, with support from colleagues serving as both instructors and mentors throughout the 10-week engagement. Jefferies' collegial program also offers a series of social and educational events to further enhance your professional development and grow your network. As a way to help maximize your experience with us, Summer Analysts receive formal performance reviews.
In addition to performing fundamental analysis and research into companies and markets, Summer Analysts are challenged to think creatively, offer their input, and add value to the team from day one. As with everyone at Jefferies, Summer Analysts are expected to pursue their projects with excellence, a collaborative spirit, and with the highest levels of integrity.
Summer Analyst responsibilities may include, but are not limited to:
Performing financial valuation, discounted cash flow and multiples-based analyses
Building and using financial models
Preparing pitchbooks and live deal materials, such as offering memorandums and prospectuses
Conducting industry and product research
Analyzing detailed corporate and financial information
Participating in the execution of financings and M&A transactions
What we look for in a candidate
We look for candidates who are eager to make an impact by doing real, hands-on work and participating on active deal teams. Successful Jefferies Summer Analysts are able to multitask and manage a variety of projects simultaneously. Candidates must demonstrate professionalism and client management skills together with strong technical, written and verbal communication skills. The work is fast paced, challenging and intellectually stimulating. The ability to work under pressure and tight deadlines, be adaptable and work both independently and as part of a team are essential traits of a successful candidate. You should have a strong academic background and be completing the junior year of a four-year Bachelor's degree or equivalent program. Although a background in accounting or finance can be helpful, we hire Summer Analysts who have studied a variety of disciplines.
*You must be graduating from December 2027 to June 2028*
WORK WITH US - Investment Banking opportunities exist across the U.S.
Charlotte, NC: Consumer & Retail Program
Jefferies' Consumer & Retail group is comprised of approximately 30 professionals who cover more than 180 companies. The group's sector focus includes: Apparel and Footwear, Beverages, Consumer Products, Food Service Distribution, Grocery Retail, Mass and Discount Retail, Packaged Food, Protein and Produce, Restaurants and Specialty Retail. Since 2012, the Consumer group has completed over 225 transactions valued at over $120 billion ─ ~$45 billion in advisory transactions, ~$54 billion in debt capital markets transactions and ~$24 billion in equity capital markets transactions. The team has recently completed transactions for Dave & Busters, FullBeauty Brands, Fogo de Chao, Ollie's Bargain Outlet, Planet Fitness and Shake Shack, among others.
At Jefferies, we are committed to building a culture that provides opportunities for all employees regardless of our differences and supports a workforce that is reflective of the communities where we work and live. As a result, we are able to pool our collective insights and intelligence to provide fresh and innovative thinking for our clients.
Jefferies is committed to creating and sustaining a workforce that welcomes individuals from all backgrounds to apply. Our employment decisions are made without regard to race, creed, color, national origin, ancestry, religion, pregnancy, age, medical condition, physical or mental disability, marital status, domestic partner status, sex, sexual orientation, gender, gender identity or expression, veteran or military status, genetic information, reproductive health decisions, or any other factor protected by applicable law. We are committed to hiring the most qualified applicants and complying with all federal, state, and local equal employment opportunity laws. As part of this commitment, Jefferies will extend reasonable accommodations to individuals with disabilities, as required by applicable law.
The salary for this role is $110,000 (pro-rated for the 10-week internship program).
$110k yearly 35d ago
Analyst, Corporate Development
Syneos Health Clinical Lab
Finance analyst job in Morrisville, NC
Syneos Health is a leading fully integrated biopharmaceutical solutions organization built to accelerate customer success. We translate unique clinical, medical affairs and commercial insights into outcomes to address modern market realities.
Every day we perform better because of how we work together, as one team, each the best at what we do. We bring a wide range of talented experts together across a wide range of business-critical services that support our business. Every role within Corporate is vital to furthering our vision of Shortening the Distance from Lab to Life .
Discover what our 29,000 employees, across 110 countries already know.
WORK HERE MATTERS EVERYWHERE
Why Syneos Health
We are passionate about developing our people, through career development and progression; supportive and engaged line management; technical and therapeutic area training; peer recognition and total rewards program.
We are committed to our Total Self culture - where you can authentically be yourself. Our Total Self culture is what unites us globally, and we are dedicated to taking care of our people.
We are continuously building the company we all want to work for and our customers want to work with. Why? Because when we bring together diversity of thoughts, backgrounds, cultures, and perspectives - we're able to create a place where everyone feels like they belong.
Job Responsibilities
Job Summary
You create meaningful business impact by assisting in developing a strategic framework and provide the data and insights necessary to make decisions. You help shape the course of the only biopharmaceutical accelerator as a Corporate Strategy & Development Analyst with Syneos Health.
Core Responsibilities
• Actively participate in the M&A process and may have day-to-day responsibilities across a number of activities including strategic initiatives, partnerships, strategic planning, and other similar transactions.
• Engage in due diligence, financial analysis and modeling
• Provide valuation analysis
• Assist with the due diligence and contract negotiation process
• Provide market/competitive analysis
• Assist in the creation of presentation materials summarizing investment opportunities and recommendations for senior management and the board of directors
• Other Responsibilities:
• Performs other work-related duties as assigned. Travel may be required (up to 25%).
Qualifications
Education Requirements
Min/Preferred Education Level Description
Additional Qualifications
• Work experience in a related field such as investment banking, consulting, or private equity preferred.
• A Bachelor's Degree in Accounting, Finance, Economics, or degree in a relevant life science field.
Substantial experience in integrated financial modeling and valuation
• Expert use of Excel and PowerPoint• The ability to travel as required (typically 20% but varies); travel may include international assignments
• Acute attention to detail
• Excellent written and verbal communication skills
• Confidence in presenting to management
• Strong quantitative and analytical skills
• Strong motivation and work ethic and the ability to work independently
• A high level of professionalism and confidentiality
• The ability to balance multiple projects and competing deadlines
Disclaimer
Tasks, duties, and responsibilities as listed in this are not exhaustive. The Company, at its sole discretion and with no prior notice, may assign other tasks, duties, and job responsibilities. Equivalent experience, skills, and/or education will also be considered so qualifications of incumbents may differ from those listed in the . The Company, at its sole discretion, will determine
what constitutes as equivalent to the qualifications described above. Further, nothing contained herein should be construed to create an employment contract. Occasionally, required skills/experiences for jobs are expressed in brief terms. Any language contained herein is intended to fully comply with all obligations imposed by the legislation of each country in which it operates, including the implementation of the EU Equality Directive, in relation to the recruitment and employment of its employees. The Company is committed to compliance with the Americans with Disabilities Act, including the provision of reasonable accommodations, when appropriate, to assist employees or applicants to perform the essential functions of the job.
US ONLY
Years of experience required
Minimum of 3 years' experience in corporate strategy and M&A in a corporate finance environment,
investment banking, private equity, and consulting or other relevant experience
Physical Requirements: Position requires: ability to occasionally move about inside the office to access filing cabinets, office equipment, etc. and to move between office locations; ability to maintain a stationary position for prolonged periods of time; ability to occasionally manipulate (e.g., lift, carry, move) office items and packages of light to medium weights of 10-35 pounds; ability to constantly operate a computer and other office productivity equipment (e.g., scanner, phone, printer, copier); ability to perceive and assess written materials for prolonged periods of time; and ability to frequently communicate with colleagues on the phone, by email, and in-person.
Work Environment: This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, and filing cabinets. The noise level in the work environment is low. This is a largely sedentary role.
We are always excited to connect with great talent. This posting is intended for a [possible] upcoming opportunity rather than a live role. By expressing your interest, you'll be added to our talent pipeline and considered should this role become available.
At Syneos Health, we believe in providing an environment and culture in which Our People can thrive, develop and advance. We reward and recognize our people by providing valuable benefits and a quality-of-life balance. The benefits for this position may include a company car or car allowance, Health benefits to include Medical, Dental and Vision, Company match 401k, eligibility to participate in Employee Stock Purchase Plan, Eligibility to earn commissions/bonus based on company and individual performance, and flexible paid time off (PTO) and sick time. Because certain states and municipalities have regulated paid sick time requirements, eligibility for paid sick time may vary depending on where you work. Syneos complies with all applicable federal, state, and municipal paid sick time requirements.
Salary Range:
The base salary range represents the anticipated low and high of the Syneos Health range for this position. Actual salary will vary based on various factors such as the candidate's qualifications, skills, competencies, and proficiency for the role.
Get to know Syneos Health
Over the past 5 years, we have worked with 94% of all Novel FDA Approved Drugs, 95% of EMA Authorized Products and over 200 Studies across 73,000 Sites and 675,000+ Trial patients.
No matter what your role is, you'll take the initiative and challenge the status quo with us in a highly competitive and ever-changing environment. Learn more about Syneos Health.
***************************
Additional Information
Tasks, duties, and responsibilities as listed in this are not exhaustive. The Company, at its sole discretion and with no prior notice, may assign other tasks, duties, and job responsibilities. Equivalent experience, skills, and/or education will also be considered so qualifications of incumbents may differ from those listed in the Job Description. The Company, at its sole discretion, will determine what constitutes as equivalent to the qualifications described above. Further, nothing contained herein should be construed to create an employment contract. Occasionally, required skills/experiences for jobs are expressed in brief terms. Any language contained herein is intended to fully comply with all obligations imposed by the legislation of each country in which it operates, including the implementation of the EU Equality Directive, in relation to the recruitment and employment of its employees. The Company is committed to compliance with the Americans with Disabilities Act, including the provision of reasonable accommodations, when appropriate, to assist employees or applicants to perform the essential functions of the job.
$62k-94k yearly est. Auto-Apply 13d ago
Analyst, Corporate Development
Syneos Health, Inc.
Finance analyst job in Morrisville, NC
Syneos Health is a leading fully integrated biopharmaceutical solutions organization built to accelerate customer success. We translate unique clinical, medical affairs and commercial insights into outcomes to address modern market realities. Every day we perform better because of how we work together, as one team, each the best at what we do. We bring a wide range of talented experts together across a wide range of business-critical services that support our business. Every role within Corporate is vital to furthering our vision of Shortening the Distance from Lab to Life.
Discover what our 29,000 employees, across 110 countries already know.
WORK HERE MATTERS EVERYWHERE
Why Syneos Health
* We are passionate about developing our people, through career development and progression; supportive and engaged line management; technical and therapeutic area training; peer recognition and total rewards program.
* We are committed to our Total Self culture - where you can authentically be yourself. Our Total Self culture is what unites us globally, and we are dedicated to taking care of our people.
* We are continuously building the company we all want to work for and our customers want to work with. Why? Because when we bring together diversity of thoughts, backgrounds, cultures, and perspectives - we're able to create a place where everyone feels like they belong.
Job Responsibilities
Job Summary
You create meaningful business impact by assisting in developing a strategic framework and provide the data and insights necessary to make decisions. You help shape the course of the only biopharmaceutical accelerator as a Corporate Strategy & Development Analyst with Syneos Health.
Core Responsibilities
* Actively participate in the M&A process and may have day-to-day responsibilities across a number of activities including strategic initiatives, partnerships, strategic planning, and other similar transactions.
* Engage in due diligence, financial analysis and modeling
* Provide valuation analysis
* Assist with the due diligence and contract negotiation process
* Provide market/competitive analysis
* Assist in the creation of presentation materials summarizing investment opportunities and recommendations for senior management and the board of directors
* Other Responsibilities:
* Performs other work-related duties as assigned. Travel may be required (up to 25%).
Qualifications
Education Requirements
Min/Preferred Education Level Description
Additional Qualifications
* Work experience in a related field such as investment banking, consulting, or private equity preferred.
* A Bachelor's Degree in Accounting, Finance, Economics, or degree in a relevant life science field.
Substantial experience in integrated financial modeling and valuation
* Expert use of Excel and PowerPoint• The ability to travel as required (typically 20% but varies); travel may include international assignments
* Acute attention to detail
* Excellent written and verbal communication skills
* Confidence in presenting to management
* Strong quantitative and analytical skills
* Strong motivation and work ethic and the ability to work independently
* A high level of professionalism and confidentiality
* The ability to balance multiple projects and competing deadlines
Disclaimer
Tasks, duties, and responsibilities as listed in this are not exhaustive. The Company, at its sole discretion and with no prior notice, may assign other tasks, duties, and job responsibilities. Equivalent experience, skills, and/or education will also be considered so qualifications of incumbents may differ from those listed in the . The Company, at its sole discretion, will determine
what constitutes as equivalent to the qualifications described above. Further, nothing contained herein should be construed to create an employment contract. Occasionally, required skills/experiences for jobs are expressed in brief terms. Any language contained herein is intended to fully comply with all obligations imposed by the legislation of each country in which it operates, including the implementation of the EU Equality Directive, in relation to the recruitment and employment of its employees. The Company is committed to compliance with the Americans with Disabilities Act, including the provision of reasonable accommodations, when appropriate, to assist employees or applicants to perform the essential functions of the job.
US ONLY
Years of experience required
Minimum of 3 years' experience in corporate strategy and M&A in a corporate finance environment,
investment banking, private equity, and consulting or other relevant experience
Physical Requirements: Position requires: ability to occasionally move about inside the office to access filing cabinets, office equipment, etc. and to move between office locations; ability to maintain a stationary position for prolonged periods of time; ability to occasionally manipulate (e.g., lift, carry, move) office items and packages of light to medium weights of 10-35 pounds; ability to constantly operate a computer and other office productivity equipment (e.g., scanner, phone, printer, copier); ability to perceive and assess written materials for prolonged periods of time; and ability to frequently communicate with colleagues on the phone, by email, and in-person.
Work Environment: This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, and filing cabinets. The noise level in the work environment is low. This is a largely sedentary role.
We are always excited to connect with great talent. This posting is intended for a [possible] upcoming opportunity rather than a live role. By expressing your interest, you'll be added to our talent pipeline and considered should this role become available.
At Syneos Health, we believe in providing an environment and culture in which Our People can thrive, develop and advance. We reward and recognize our people by providing valuable benefits and a quality-of-life balance. The benefits for this position may include a company car or car allowance, Health benefits to include Medical, Dental and Vision, Company match 401k, eligibility to participate in Employee Stock Purchase Plan, Eligibility to earn commissions/bonus based on company and individual performance, and flexible paid time off (PTO) and sick time. Because certain states and municipalities have regulated paid sick time requirements, eligibility for paid sick time may vary depending on where you work. Syneos complies with all applicable federal, state, and municipal paid sick time requirements.
Salary Range:
The base salary range represents the anticipated low and high of the Syneos Health range for this position. Actual salary will vary based on various factors such as the candidate's qualifications, skills, competencies, and proficiency for the role.
Get to know Syneos Health
Over the past 5 years, we have worked with 94% of all Novel FDA Approved Drugs, 95% of EMA Authorized Products and over 200 Studies across 73,000 Sites and 675,000+ Trial patients.
No matter what your role is, you'll take the initiative and challenge the status quo with us in a highly competitive and ever-changing environment. Learn more about Syneos Health.
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Additional Information
Tasks, duties, and responsibilities as listed in this are not exhaustive. The Company, at its sole discretion and with no prior notice, may assign other tasks, duties, and job responsibilities. Equivalent experience, skills, and/or education will also be considered so qualifications of incumbents may differ from those listed in the Job Description. The Company, at its sole discretion, will determine what constitutes as equivalent to the qualifications described above. Further, nothing contained herein should be construed to create an employment contract. Occasionally, required skills/experiences for jobs are expressed in brief terms. Any language contained herein is intended to fully comply with all obligations imposed by the legislation of each country in which it operates, including the implementation of the EU Equality Directive, in relation to the recruitment and employment of its employees. The Company is committed to compliance with the Americans with Disabilities Act, including the provision of reasonable accommodations, when appropriate, to assist employees or applicants to perform the essential functions of the job.
Summary
You create meaningful business impact by assisting in developing a strategic framework and provide the data and insights necessary to make decisions. You help shape the course of the only biopharmaceutical accelerator as a Corporate Strategy & Development Analyst with Syneos Health.
$62k-94k yearly est. 12d ago
Corporate Financial Analyst
Advocate Health and Hospitals Corporation 4.6
Finance analyst job in Wake Forest, NC
Department:
10205 Enterprise Corporate - Accounting
Status:
Full time
Benefits Eligible:
Yes
Hours Per Week:
40
Schedule Details/Additional Information:
Varies
Pay Range
$32.45 - $48.70
FinancialAnalyst Associate (Asset Management)
SCHEDULE DETAILS:
Business Hours are 8:00-5:00 EST
JOB SUMMARY:
Responsible for complex duties involving compiling, developing, posting, analyzing, and reporting financial information for the Medical Center in the Corporate Accounting Office.
EDUCATION/EXPERIENCE:
Bachelor's degree, preferably accounting or finance related and prior experience in a professional corporate office required. Master's of Accounting degree is preferred. Experience with fixed asset and lease accounting is preferred. Experience with Workday software is a plus. Must be self-motivated and work efficiently remotely.
LICENSURE, CERTIFICATION, and/or REGISTRATION:
CPA License preferred.
ESSENTIAL FUNCTIONS:
Understands Enterprise Capitalization Policy and serves as a key contact to ensure capital policies and procedures are understood and followed through the capital life cycle. Reviews capital expenditures, ensuring all related financial information is reported timely and accurately and is recorded appropriately in the general ledger and subsystems, including approving Requisitions and preparing and reviewing monthly variance reports and schedules. Performs activities in the software to keep the fixed asset activity up to date including additions, cost adjustments, disposals, and depreciation. Gathers, compiles, and prepares information for routine consolidated financial statements and footnotes related to fixed assets including Property and Equipment, Depreciation, Gain and Loss on Disposal, Non-cash donations, Purchases and sales of property and equipment, Fixed assets payable, etc. Responsible for analyzing, compiling, and posting month-end closing journal entries and reconciliation of routine general ledger accounts. Maintains effective liaison with teammates, internal departments, Medical Center Subsidiaries, etc. to identify, assemble and analyze financial information, and to answer routine-type questions that arise from outside the department. Provide Project team support/liaison with departments across the Medical Center. Assists with recording and updating Federally and other restricted funded assets, ensuring costs are capitalized timely and accurately, and federal and grant requirements are met. Provide support for various requests including audits, tax, cost reports, insurance, and surveys as they pertain to fixed assets, preparing related schedules and forms. Assist with internal and external routine financial reporting and preparing routine financial information, including performing analyses, completing projects, preparing presentations, for senior leadership and external agencies. Participates in meetings providing input as appropriate. Assist with internal and external financial reporting. Assist with lease projects and reporting in accordance with the FASB Lease standards including disclosures for audit, footnotes and other schedules related to operating and finance lease reporting and accounting. Participates in the mentoring of accounting staff and others throughout the organization in the use of routine accounting reports and tools to assist in the management of the organization. May perform lead role in coordinating routine projects and overseeing the work of others. Researches and documents position memos on routine technical accounting issues. Participates in special and routine projects as requested. Understands industry trends and networks with colleagues and teammates. Performs other related duties incidental to the work described herein.
SKILLS/QUALIFICATIONS:
Excellent oral and written communication skills
Strong interpersonal skills
Ability to work as part of a team in a complex, fast-paced environment
Strong analytical and problem-solving skills
WORK ENVIRONMENT:
Clean, well-lit, comfortable office setting
Quiet environment
Subject to pressure or deadlines
Occasionally subject to irregular hours
Our Commitment to You:
Advocate Health offers a comprehensive suite of Total Rewards: benefits and well-being programs, competitive compensation, generous retirement offerings, programs that invest in your career development and so much more - so you can live fully at and away from work, including:
Compensation
Base compensation listed within the listed pay range based on factors such as qualifications, skills, relevant experience, and/or training
Premium pay such as shift, on call, and more based on a teammate's job
Incentive pay for select positions
Opportunity for annual increases based on performance
Benefits and more
Paid Time Off programs
Health and welfare benefits such as medical, dental, vision, life, and Short- and Long-Term Disability
Flexible Spending Accounts for eligible health care and dependent care expenses
Family benefits such as adoption assistance and paid parental leave
Defined contribution retirement plans with employer match and other financial wellness programs
Educational Assistance Program
About Advocate Health
Advocate Health is the third-largest nonprofit, integrated health system in the United States, created from the combination of Advocate Aurora Health and Atrium Health. Providing care under the names Advocate Health Care in Illinois; Atrium Health in the Carolinas, Georgia and Alabama; and Aurora Health Care in Wisconsin, Advocate Health is a national leader in clinical innovation, health outcomes, consumer experience and value-based care. Headquartered in Charlotte, North Carolina, Advocate Health services nearly 6 million patients and is engaged in hundreds of clinical trials and research studies, with Wake Forest University School of Medicine serving as the academic core of the enterprise. It is nationally recognized for its expertise in cardiology, neurosciences, oncology, pediatrics and rehabilitation, as well as organ transplants, burn treatments and specialized musculoskeletal programs. Advocate Health employs 155,000 teammates across 69 hospitals and over 1,000 care locations, and offers one of the nation's largest graduate medical education programs with over 2,000 residents and fellows across more than 200 programs. Committed to providing equitable care for all, Advocate Health provides more than $6 billion in annual community benefits.
$32.5-48.7 hourly Auto-Apply 60d+ ago
Financial Analyst Internship
Cascades Inc.
Finance analyst job in Wagram, NC
WELCOME HOME! - FinancialAnalyst Internship At Cascades, Sustainable Development means Respecting the True Nature of our 10,000 talents. We put you first: * Group insurance & 401(k)/Retirement Plan with Company Contributions * Accessible gym space &/or Paid Sports Activities
* Employee Assistance Program
* Base Salary Range for Senior FinancialAnalyst is $45,000-$50,000 (non-exempt salaried)
Responsibilities
* Willing to develop good understanding of SAP, financial reporting system.
* Month end closing activities such as preparing journal entries, reviewing balance sheet and income statement accounts for potential posting errors.
* Willing to learn basic P2P process, assist in researching & resolving accounts payable issues.
* Participating in various physical inventory counts, reconciliations, and ensuring continuous compliance with company policies and procedures.
* Assist in providing monthly variance analysis, financial models and projections in support of business decisions
* Willing to develop an understanding of the manufacturing environment and all key drivers of the financial results.
Bring out the best in yourself. Commit. Evolve. Persevere. Every day, our colleagues choose to respect their true nature by contributing with passion to our mission.
RELEVANT EXPERIENCE & STRENGTHS
* Excellent organizational skills and attention to detail
* Strong analytical and problem solving skills
* Prioritization of time and work
* Use of self-initiative and independence to complete tasks with urgency and meet deadlines.
* Unparalleled rigor to produce required deliverables
* Ability to address issues and problems by proposing solutions
* Ability to overcome ambiguities and complex situations
* Ability to support and advise business partners in analyzing their needs and finding solutions
* Ability to act and react quickly while taking the lead on a number of different files
* Strong sense of responsibility
* Proficiency in English
* Proficiency in Office Suite (Excel, Word, PowerPoint)
REQUIREMENTS
* Bachelor's Degree in Accounting or Finance from an accredited institution. (Students must be in final semester of school)
* Course requirements - a minimum of 6 hours of general accounting, 3 hours of cost accounting or management accounting, 3 hours of finance.
* Though this position is 100% on-site, there will be accommodations made for student applicants.
About Cascades
Cascades believes in the success of an inclusive organization that values diversity within its team. All qualified candidates will be considered for this position in a fair manner.
To be part of Cascades is to reveal the full potential of materials, people and ideas. We are a source of possibilities since 1964. Cascades have been providing sustainable, innovative and value-creating solutions in packaging, hygiene and recovery. Join 10,000 talents working in a network in almost 70 operating units located in North America.