Vice President, Asset Management
Finance vice president job in Charlotte, NC
Macdonald & Company is pleased to be partnered with a rapidly expanding residential development finance platform to appoint a Vice President, Asset Management to their Charlotte-based Operations & Asset Management team.
The firm has scaled significantly in recent years, evolving from a niche Sunbelt-focused lender into a preferred capital partner for many of the industry's most active residential developers. With substantial new credit facilities in place and accelerating demand across multiple Sunbelt markets, the organization is now expanding its Asset Management function to ensure strong oversight, performance monitoring, and relationship management across a growing portfolio.
This role offers the opportunity to join a high-performing, entrepreneurial platform at a moment of meaningful momentum. With Asset Management now centralized in a dedicated internal group, the VP will take full ownership of a portfolio of residential land development finance partnerships - leading sponsor relationships, overseeing project performance, driving strategic reporting, and ensuring successful execution through the full investment lifecycle.
The position reports directly to the Director of Asset Management and interfaces frequently with the wider executive leadership team, providing visibility, insight, and recommendations at the highest levels of the organization.
Responsibilities
Lead Asset Management for Assigned Portfolio
Lead day-to-day asset management for an assigned portfolio of residential development finance partnerships, working closely with the Director of Asset Management on strategy, key decisions, and portfolio priorities.
Manage sponsor relationships as a senior point of contact, ensuring transparent communication, aligned expectations, and consistent execution of investment objectives.
Cross-Functional Collaboration & Client Coverage
Collaborate closely with the Investment Management team on underwriting, diligence, credit approvals, and transitioning new deals into active asset management.
Act as an additional senior point of contact for sponsors and development partners, enhancing relationship coverage and ensuring consistent communication across the platform.
Strategic Oversight & Reporting
Prepare and deliver portfolio-level reporting to senior leadership, capital partners, and external stakeholders.
Synthesize financial, operational, and development data into actionable insights and recommendations.
Performance Management & Underwriting
Oversee revenue/expense forecasting, variance analysis, sensitivities, and long-range projections.
Provide strategic input on new investment underwriting and due diligence; review and challenge assumptions prepared by Analysts/Associates.
Land Development Monitoring
Oversee development progress for active projects, including schedules, budgets, entitlements, and construction milestones.
Identify risks early and develop mitigation strategies with sponsors.
Capital & Draw Management
Manage draw review packages, capital allocation, and funding requests with a focus on accuracy, controls, and performance.
Ensure compliance with partnership agreements, covenants, and reporting obligations.
Process Leadership & Internal Systems
Oversee proper use and enhancement of proprietary asset management software and internal workflows.
Champion process improvement initiatives across the platform.
Qualifications
Bachelor's degree in finance, real estate, accounting, engineering, or a related field; master's degree preferred but not required.
7-12+ years of asset management experience within private credit, real estate private equity, homebuilding or land development, or BTR/SFR investment platforms.
Demonstrated leadership capacity - comfortable taking full ownership of a portfolio and managing sponsor relationships.
Advanced financial modeling skills and mastery of Excel; strong command of reporting and investment analytics.
Exceptional written and verbal communication skills, with the ability to present to senior leadership and capital partners.
Strong critical thinking and judgment skills, capable of making informed decisions in fast-paced and evolving situations.
Entrepreneurial, motivated, and comfortable working in a lean team environment.
High attention to detail paired with the ability to manage multiple complex workstreams simultaneously.
Intellectually curious, proactive, and able to anticipate issues before they arise.
Finance Manager
Finance vice president job in Charlotte, NC
Pinarello US is seeking a Finance Manager to lead budgeting, cash flow management, financial analysis, reporting, audits and tax compliance. This role ensures accurate financial operations, adherence to regulatory standards, and delivers insights that support strategic decision-making.
The Financial Manager reports to the US Managing Director with a dotted line to the CFO in Italy. Will oversee two employees in Finance/Accounting department.
Key Responsibilities
Primary liaison with headquarter Finance team sitting in Italy
Develop and manage annual budgets; monitor performance and partner with departments on variance analysis
Prepare cash flow forecasts and monitor cash position
Produce financial reports for internal leadership and external stakeholders
Assist in month-end and year-end financial statement preparation
Support product costing, pricing strategies, and margin analysis
Reconcile fixed assets, depreciation, and amortization
Reconcile prepaid expenses and accrued liabilities (e.g., insurance, warranties, sponsorships)
Coordinate with external CPA to ensure timely and accurate tax filings and payments
Oversee annual financial audits
Oversight of insurance policies through the global group
Provide backup support for credit, accounts receivable, accounts payable, and payroll functions
Requirements
Bachelor's degree in Accounting or Finance
5+ years of accounting experience
Experience in wholesale import within the consumer goods sector preferred
Proficiency in Microsoft Power BI and Excel
Experience in ERP systems required and SQL knowledge preferred
Interest or familiarity with cycling is a plus
Benefits
100% employer-paid health, vision, and dental coverage
401(k) match
Flexible paid time off and paid holidays
Use of Pinarello bike during employment
The compensation range for this position is between $85,000 - $115,000.
Director of Finance
Finance vice president job in Charlotte, NC
Requirements
At least 4-6 years of related experience in accounting, finance, or corporate planning
· Must have a comprehensive knowledge of all hotel departments and functions.
· Must have a comprehensive knowledge applicable Federal, state, and local health, safety, and legal regulations.
· Must have exceptional mathematical and computer skills.
· College education and relevant training and experience required. Additional education preferred.
· Ability to timely obtain any required licenses or certificates.
· CPR training and first aid training preferred.
· Additional language ability preferred.
· Occasional travel required.
Software Experience Preferred:
M3 Accounting Core - for Accounts Payable functions & General Ledger entries
Profitsword - for Income Journal, Forecasting, & Budgeting
Lightspeed - mainly used for Accounts Receivable
Microsoft Excel - general use
Paylocity - payroll functions
Hotel or hospitality industry experience strongly preferred. Experience working decentralized.
Chief Financial Officer (CFO)
Finance vice president job in Charlotte, NC
Chief Financial Officer
Founded in 1910, Charlotte Country Club is located four miles east of uptown Charlotte, in the historic Plaza-Midwood neighborhood. Charlotte Country Club is known as a top 20 private club in the US and was also recognized as a Top-50 Platinum Club of the World by the Club Leaders Forum.
At the heart of Charlotte Country Club lies a commitment to exceptional hospitality and service. Our team is comprised of dedicated professionals who share a passion for delivering unforgettable experiences to our members and guests. Whether indulging in fine dining, hosting memorable events, or simply enjoying the company of fellow members, Charlotte Country Club offers a haven of sophistication and relaxation.
General Description:
The Chief Financial Officer (CFO) reports directly to the General Manager/COO, and consistent with the mission of Charlotte Country Club, is responsible for assisting the General Manager/COO in directing the Club's accounting functions including establishing and maintaining the Club's accounting principles, practices, and procedures. The CFO will build and manage effective and streamlined financial and administrative systems, including financial, accounting, legal, information technology, and physical infrastructure.
Essential Functions:
Serve as a role model for Charlotte Country Club, exhibiting Club core values and working to achieve the Club mission.
Develop positive relationships with Members, Board of Governors, community, and staff.
Define the process, systems and infrastructure needed to support the Club's financial health and projected growth over the next 5 to 10 years.
Manage all financial planning, reporting and analysis for the Club. This includes strategic planning, evaluation, and professional development initiatives.
Lead our accounting team, operation, and guide all aspects of our financial systems, reporting, and audit and tax preparation.
Create and present monthly and annual financial reporting materials and metrics for the Club's Board of Governors.
Responsible for comprehensive budgeting, financial forecasting, and cash flow for administration, existing programs, proposed new programs, and facilities.
Coordinate and prepare for annual audit and tax activities.
Serve as a business partner to the General Manager/COO on the organization's financial, budgeting, and administrative processes - including HR, payroll, and benefits functions - with an eye to continuously developing and improving systems, timely analysis, solutions, and reporting capabilities.
Participate in and serve on Club committees such as Board of Governors, Finance Committee, and other committees as directed by the General Manager/COO.
Manage the Club's current Information Technology (IT) infrastructure and oversee vendors providing IT support and services.
Plan for and design the organization's IT for continued growth and successfully implement changes to meet future hardware and software needs with an eye towards staying ahead of the industry curve.
Assists in the management of the organization's physical capital improvement plans with the General Manager/COO, Facilities Manager, and other department heads. This includes consultation and assistance in contracts, planning, and budgeting regarding projects and operations.
Collaborate with the General Manager/COO and Director of Human Resources to ensure the Club's benefits and compensation strategy aligns with both financial goals and the needs of the staff to include regulatory compliance.
Remain aware of current market trends and effectively incorporate into applicable areas.
Qualifications:
Personal qualities of integrity, honesty, and credibility with a commitment to our Club's mission.
Excellent people skills, with experience collaborating in a multi-disciplinary, diverse, and dynamic team.
Demonstrated competencies include analytical, problem solving, sound judgment, leadership, delegation, management skills, planning, organization, safety, security, quality, oral, and written communications.
Demonstrated resourcefulness in setting priorities, proposing new ways of creating efficiencies, and guiding investment in people and systems.
Proven effectiveness leading professionals in finance and accounting.
Technologically savvy, with an ability to point to examples of having worked with IT staff to develop and implement new processes and systems that increased efficiency in a fast-moving environment.
Flexible and a self-starter with the ability to prioritize efforts, multi-task while being highly detail oriented, and achieve objectives by deadlines.
Exceptional leadership with the ability to influence at all levels of the organization to gain commitment and support for key strategies.
Goes above and beyond to demonstrate awareness and understanding to deliver exceptional service to members and staff.
Computer literate, including Microsoft Office, advanced Excel, PowerPoint, Word, POS, and HRIS platforms.
Education/Experience:
Bachelor's degree in accounting or finance, with an MA or MBA preferred. CPA or CHAE certification is a plus.
A minimum of 8-10 years of professional experience, including managing the finance and administration of a high-growth $20 million organization, with preference given to non-profit experience.
Demonstrated experience in financial management and accounting (five or more years), ideally in the non-profit and/or hospitality sector.
Experience should include legal, audit, compliance, budget, and resource development.
Benefits:
Our team members are a friendly group of professionals! We enjoy a beautiful working environment, free meals, staff outings & events, and much more. We also offer an assortment of medical benefits & perks for eligible team members including paid time off, paid parental leave, free long-term disability insurance, free group life and accidental death & dismemberment insurance, 401(k) match and health savings account contributions from the Club. We have a positive work environment with a dedicated, hardworking, and fun-spirited team and polite and respectful leadership.
Pre-Employment:
All candidates will be required to successfully complete a pre-employment background check and drug screen.
Auto-ApplyDirector of Accounting
Finance vice president job in Statesville, NC
Quanex is looking for a Director of Accounting to join our team located in Statesville, North Carolina. The Director of Accounting will lead the management of all divisional financial functions including financial accounts preparation, budgeting and strategic planning, financial administration activities, internal and external audit liaison, and compliance with SOX requirements of the business. Supervision and guidance of Plant Controllers and staff accountants in all locations that report into the division across North America.
We Offer You!
* Competitive Salary
* Excellent Bonus Potential
* Medical, Dental & Vision Plans
* Paid Time Off, Training & Holidays
* Charitable Contribution Match Program
* Tuition Assistance
* Wellness/Fitness Resources
* Training & Professional Development
* 401K Match w/ 2-year Vesting Period
* Employee Stock Purchase Plan
* Dynamic Culture & People - just to name a few!
What's attractive about Director of Accounting?
* Ongoing interaction with multiple levels of the organization
* Collaborative and Team-Oriented environment
* Opportunity to manage and develop team
What Success Looks Like:
* Supervise general ledger closing, financial statement preparation, account analysis, management report preparation, analysis of financial results, management of sales and use taxes, budgeting.
* This position will also be responsible for supervising the plant controllers and staff accountants that report into the divisional central finance function.
* The position requires a strong leader who can not only lead the accounting department, but who provides direction to other departments.
* Frequent problem resolution is required relating to financial and management reporting.
* Incumbent is required to travel from the main place of work to the manufacturing operations to be actively involved in manufacturing operations and support the local teams.
* Responsible for preparation of the annual strategic plan and budgets, working alongside the FP&A function
* Drives the process for developing manufacturing budgets and improvement initiatives.
* Implementation and management of SOX compliance duties and ensuring the division achieves full compliance with internal and external audit requirements.
* Working alongside local site management for financial analysis and ad hoc requests and to support business decision and long term strategic planning goals.
* Performs other related duties as necessary or assigned.
Your Credentials:
* BS in Accounting is a minimum requirement
* CPA required
* At least 10 years of financial management experience is required
* Strong analytical skills, excellent accounting skills, ability to use ERP systems, strong ability to use spreadsheet and database applications
* Independent judgment is required in managing cash, payables and payroll and in financial and management reporting, among other areas
The salary range for this position is $154,000 to $188,000 with bonus potential.
About Quanex, A Part of Something Bigger
Quanex (NYSE: NX) is a global, publicly traded manufacturing company primarily serving OEMs in the fenestration, cabinetry, solar, refrigeration and outdoor products markets. We are A Part of Something Bigger by improving the performance and aesthetics of end products through continuous innovation, helping customers achieve greater production efficiencies, dedication to giving back to communities where we operate, producing shareholder value and helping our employees learn, grow, and thrive. Learn more at Quanex.com.
#LI-MB1
Healthcare Financial/Actuarial Director
Finance vice president job in Charlotte, NC
As a Health and Benefits Financial/Actuarial Director, you will serve as the financial lead for large, complex client assignments. You'll leverage your experience as a benefits financial/actuarial expert to make strategic recommendations on funding, plan design and innovative financial solutions. You will apply your financial management and data analytics expertise to solve complex client problems and to lead the development of new H&B intellectual capital.
* Communicates and delivers complex concepts and financial/actuarial/analytic results to effectively drive client action and improve plan performance
* Leads Medium to Large clients' financial/actuarial engagements
* Develops and delivers the financial/actuarial strategy for a portfolio of Medium and/or Large clients
* Drives revenue growth through client sales of additional actuarial, financial, and/or risk solutions
* Provides consulting quality reviews and client delivery for all types of financial/actuarial deliverables
* Guides team (regional and global) on deliverables based on client need; review models and presentations for client delivery
* Builds relationships internally and collaborates effectively on cross-functional teams
Qualifications
* 10+ years' experience and demonstrated success in the delivery of complex health and welfare financial/actuarial strategies and analysis in a consulting or brokerage environment
* Proven ability to generate revenue
* Track record of success in managing and growing client relationships
* Deep understanding and expert knowledge in all aspects of employee benefit plan design, underwriting and funding concepts
* Proven ability to lead data analytic projects
* Interest and aptitude in keeping abreast of latest developments in health and welfare plan strategy and leading the development of new intellectual capital
* Ability to leverage judgement and past experiences to predict which methods will work
* Multiple years of experience across one or multiple client segments
* An executive presence with polished and well developed written and oral communication skills
* Superior ability to influence and collaborate with senior management and work across all levels of an organization
* Excellent Microsoft Office skills, particularly in Excel and PowerPoint
* State Life and Health license required within 90 days of joining
* Actuarial designation and current continuing education (optional)
Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
This position will remain posted for a minimum of three business days from the date posted or until a sufficient/appropriate candidate slate has been identified.
Compensation and Benefits
Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation (Producer roles only).
Compensation
The base salary compensation range being offered for this role is $140,000.00 - $225, 000.00 USD annually.
This role is also eligible for an annual short-term incentive bonus.
Company Benefits
WTW provides a competitive benefit package which includes the following (eligibility requirements apply):
* Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)
* Leave Benefits: Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off (Washington State only)
* Retirement Benefits: Contributory Pension Plan and Savings Plan (401k).
Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records.
At WTW, we trust you to know your work and the people, tools and environment you need to be successful. The majority of our colleagues work in a "hybrid" style, with a mix of remote, in-person and in-office interactions dependent on the needs of the team, role and clients. Our flexibility is rooted in trust and "hybrid" is not a one-size-fits-all solution.
We understand flexibility is key to supporting an inclusive and diverse workforce and so we encourage requests for all types of flexible working as well as location-based arrangements. Please speak to your recruiter to discuss more.
EOE, including disability/vets
Valuation Services Director - Complex Financial Instruments
Finance vice president job in Charlotte, NC
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM.
Valuation Services Director - Complex Financial Instruments
Position Director
We are looking to hire a Director of Business Valuation with a focus Complex Financial Instruments (CFI) to be part of our Valuation Team. We offer the opportunity to work on a wide variety of challenging projects that will provide exposure to financial analysis, business and financial modeling and forecasting, and valuations focusing on complex financial instruments and derivatives, including, convertible instruments, embedded derivatives, earn-outs, interest rate derivatives, common and preferred stock and other securities along with private debt instruments, options, warrants, and other derivative products. These services are provided to assist clients with mergers, acquisitions; venture financing and public offerings (IPOs); taxation planning and compliance; financial reporting; and strategic planning. We also support assurance and tax clients pursuant to their valuation needs.
Overall Responsibilities:
* Establish and maintain an effective sales and marketing process in the Valuation practice area including the following items. Specific growth goals will be established and incorporated in key goals
* Maintaining an established referral network
* Networking with peers in other geographic markets and in other areas of assurance, tax and business consulting
* Contributing thought leadership in practice area
* Primary advisor to clients/manage CFI engagement team members
* Manager/Oversee/Train/develop other CFI valuation professionals
Specific Responsibilities:
* Develop and maintain strong relationships with centers of influence and professionals
* Effectively manage overall client relationships to exceed client satisfaction
* Manage the fundamentals (i.e. realization, utilization, leverage, accounts, receivable, and expenses)
* Be a thought leader
* Mentor, coach and train staff
* Successfully integrate strategy of the firm
* Heighten the RSM brand by demonstrating thought leadership and embracing the RSM marketing campaign and programs supported by the firm
* Promote cross selling and integrating of service line of business and more
Basic Qualifications:
* Education: Bachelor's Degree in a Quantitative Field (Math, Financial Mathematics, Quantitative Finance or related area of study) preferred; MBA or other Master's a plus
* Professional Certifications: ABV/CPA, ASA or CFA
* Experience valuing complex financial instruments
* Experience with Option Pricing Models, Monte Carlo and Binomial Models
* Experience in Monte Carlo programs (@risk, Crystal Ball), Lattice models, coding (MatLab, R, etc.), Bloomberg, etc.
* Practice development and management, marketing and thought leadership as it relates to complex financial instruments
* Successful candidate will have experience in managing client relationships and leveraging them to sell Firm solutions
* Ability to exceed client expectations in a sophisticated large consulting or accounting firm environment. Experience with a "Big 4" or national consulting firm providing valuation services including valuation for financial reporting and tax reporting
* Demonstrated ability to develop business and a productive referral network
* 8+ years in Management/Leadership/Supervisory experience
* Database experience with Capital IQ
* Proficiency with Microsoft Excel, Word, and PowerPoint
* Flexibility to travel to clients and other RSM's offices
* Demonstrated ability to work independently to gather facts, organize data, analyze financial statements and other financial data, and identify relevant issues
At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at **************************************************
All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.
Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************.
RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.
RSM will consider for employment qualified applicants with arrest or conviction records in accordance with the requirements of applicable law, including but not limited to, the California Fair Chance Act, the Los Angeles Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the San Francisco Fair Chance Ordinance. For additional information regarding RSM's background check process, including information about job duties that necessitate the use of one or more types of background checks, click here.
At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.
Compensation Range: $134,000 - $269,000
Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
Easy ApplyDirector - Finance Data Governance
Finance vice president job in Charlotte, NC
At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.
Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.
As part of the Finance Data Governance Organization (FDG) within Corporate Controllership, this role will execute the strategic vision for financial data governance, drawing on deep industry experience from large financial institutions. The successful candidate will bring a strong command of regulatory expectations, enterprise-scale data governance practices, and the complexities of financial reporting within highly regulated environments.
**How will you make an impact in this role?**
+ Lead the Data Steward team, supporting implementation of the Enterprise Data Governance Policy requirements within various critical Finance systems/processes.
+ Serve as a liaison between Business/Functional areas and Technology to ensure that data related business requirements for governing data are clearly defined, communicated, and well understood.
+ Lead the integration of Finance applications with various Data Governance tools.
+ Apply insights and proven frameworks from large financial institutions to strengthen data governance.
+ Lead data stewardship models, accountability structures, and high-integrity data quality standards across finance functions.
+ Partner with various enterprise teams to harmonize data practices, mitigate risk, and support reliable reporting.
+ Serve as a representative in various data management forums, audit reviews, and regulatory interactions related to data.
+ Oversee the implementation of controls, monitoring, and issue remediation plans for critical financial datasets and systems.
**Minimum Qualifications**
+ 10 years of progressive leadership experience in finance, data governance, or regulatory compliance, preferably within a global financial institution.
+ Demonstrated ability to operate at scale in complex, matrixed environments.
+ Expertise in financial data architecture, governance frameworks (e.g., DAMA-DMBOK), and regulatory compliance requirements.
+ Familiarity with enterprise data platforms, metadata management, and data quality tools used in top-tier banks or financial institutions.
+ Exceptional leadership, stakeholder engagement, and executive communication skills.
+ Bachelor's degree in Finance, Accounting, Business, or related field.
**Preferred Qualifications**
+ Advanced degree.
+ Professional Certifications (e.g. CDMP, CPA, CISA).
+ Experience working for a regulatory agency.
**Qualifications**
Salary Range: $144,250.00 to $256,250.00 annually bonus equity (if applicable) benefits
The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors.
We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:
+ Competitive base salaries
+ Bonus incentives
+ 6% Company Match on retirement savings plan
+ Free financial coaching and financial well-being support
+ Comprehensive medical, dental, vision, life insurance, and disability benefits
+ Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need
+ 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy
+ Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)
+ Free and confidential counseling support through our Healthy Minds program
+ Career development and training opportunities
For a full list of Team Amex benefits, visit our Colleague Benefits Site .
American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.
We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.
US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: ***************************
Employment eligibility to work with American Express in the United States is required as the company will not pursue visa sponsorship for these positions.
**Job:** Finance
**Primary Location:** US-North Carolina-Charlotte
**Schedule** Full-time
**Req ID:** 25022474
Regional Finance Manager
Finance vice president job in Charlotte, NC
Regional Finance Manager | Up to $140k + Bonus
Location: Charlotte, NC | Hybrid | Full Time
Are you inspired by a role that leverages your analytic skills, while also affording you the opportunity to be a real business partner to line level leadership? This opportunity is ideal for someone who thrives in dynamic environments and enjoys being the financial voice among operational leaders. You'll be partnering directly with a group of General Managers, helping guide decisions that drive profitability and growth. The company is undergoing exciting changes and growth, and this role is central to shaping the future. You won't be buried in corporate reporting - instead, you'll be embedded in the business, performing forecasting, modeling, and reporting. This is a hands-on position managing process, not people. If you enjoy being the go-to person for financial insight and want to own the numbers, this is your chance. The position is hybrid, with a healthy work-life balance and a strong emphasis on collaboration. Successful completion of background, drug, and reference checks required!
Responsibilities:
Lead full P&L forecasting for the region, delivering bi-weekly projections and variance analysis.
Drive bi-weekly revenue forecasting to support market leadership and optimize performance.
Conduct monthly P&L reviews with market leaders, identifying risks and opportunities.
Support month-end close activities, validating revenue and expense accuracy.
Build financial proformas for new builds and asset conversions, including IRR and payback modeling.
Partner with five General Managers across the market to drive financial outcomes.
Collaborate cross-functionally with finance and accounting teams to align on assumptions and reporting.
Support financial modeling for small-scale M&A prospects, focused on revenue and cost projections.
Own and execute all modeling and analysis as an individual contributor.
Assist in the implementation and use of new software package for forecasting and reporting.
Translate financial concepts for non-financial stakeholders, earning trust and credibility.
Maintain high standards of accuracy, organization, and ownership over market performance.
Requirements:
Bachelor's degree in Finance or Accounting required. MBA or CPA preferred
5+ years of experience in financial analysis, FP&A, or business finance.
Proven experience supporting P&L ownership or business unit leadership.
Strong financial modeling skills; exposure to M&A modeling (P&L only) is a plus.
Advanced Excel proficiency (assessment required).
Familiarity with Tableau, Power BI, Adaptive or similar planning tools.
Ability to build strong relationships with cross-functional teams and coach non-financial leaders.
Solid understanding of accounting principles and their impact on financial models.
Resilience and adaptability when working with diverse personalities.
Excellent organizational skills and ability to manage multiple priorities.
High attention to detail and pride in financial accuracy.
Why You'll Love Working Here:
You'll be the financial partner to operational leaders, influencing real decisions and outcomes.
The role offers autonomy and visibility, with direct ownership of your market's performance.
The company is undergoing exciting transformation, giving you a chance to help shape new processes.
You'll collaborate with smart, driven leaders who value your insights and trust your expertise.
You'll be part of a lean, agile team where your contributions are recognized and impactful
Senior Manager, Financial Planning and Analysis
Finance vice president job in Charlotte, NC
Logistics at full potential. At GXO, we're constantly looking for talented individuals at all levels who can deliver the caliber of service our company requires. You know that a positive work environment creates happy employees, which boosts productivity and dedication. On our team, you'll have the support to excel at work and the resources to build a career you can be proud of.
As the Senior Manager, Financial Planning and Analysis, you will act as the primary finance contact for the IT and Operations Excellence teams while driving continuous improvements across the organization. Become a part of our fast-growing, dynamic team and we'll help you develop your career to a level that will exceed your expectations.
Pay, benefits and more.
We are eager to attract the best, so we offer competitive compensation and a generous benefits package, including full health insurance (medical, dental and vision), 401(k), life insurance, disability and more.
This role can sit in any of the following 3 areas: Greenwich CT, Charlotte NC, or Dallas TX.
What you'll do on a typical day:
* Own the forecast, budget, and financial analysis for the IT and Operations Excellence functional departments
* Partner with department leaders to continuously improve forecasting, standard deliverables, month-end close and data acquisition
* Present to leadership, up to regional CFO and CEO, on IT and Operations Excellence budgets and financial strategies
* Ensure budget targets are being met, including variance analysis and identification of savings opportunities
* Evaluate potential expenses and returns for proposed projects
* Work with IT Leadership and your team to set and track targets for labor, T&E and vendor spend
* Design and deliver standard reporting to support management using a variety of software, including Power BI, Excel, Power Point, Oracle ERP and financial planning software (Oracle ePBCS); design and deliver analytical tools
* Manage site level costing to provide clear IT costing to each site
* Support strategic decision making in the IT and Operations Excellence organizations
* Interpret large volumes of internal data and prepare forecast accuracy reporting
* Create templates and deliverables for KPIs; utilize KPIs to ensure the management of expenses and driving expanding margins as the business grows
* Identify methods to monitor performance against original assumptions
* Develop detective controls and predictive indicators
* Manage a high-performing team and invest time in developing team members
What you need to succeed at GXO:
At a minimum, you'll need:
* Bachelor's degree in Accounting, Finance or Business, or equivalent related work or military experience
* 5 or more years of experience in finance and/ or accounting roles, with demonstrated growth through leadership
* 3 or more years managing IT finance in a large organization
* Microsoft Office and analytic software experience
* Experience developing and preparing capital and operating budgets
* Experience monitoring budgets and identifying problem areas, conducting research into causes and corrective actions and making appropriate recommendations
* The ability to learn and understand functionality of multiple logistics-related systems (warehouse, transportation, shipment management systems, etc.)
* Thorough knowledge of financial monitoring/control, and general ledger and accounts payable processes and procedures
It'd be great if you also have:
* Master's degree and/or CPA certification
* 7+ years of experience in finance and / or accounting roles
* Background in logistics, transportation, warehousing and/or distribution
We engineer faster, smarter, leaner supply chains.
GXO is a leading provider of cutting-edge supply chain solutions to the most successful companies in the world. We help our customers manage their goods most efficiently using our technology and services. Our greatest strength is our global team - energetic, innovative people of all experience levels and talents who make GXO a great place to work.
We are proud to be an Equal Opportunity/Affirmative Action employer. Qualified applicants will receive consideration for employment without regard to race, sex, disability, veteran or other protected status.
GXO adheres to CDC, OSHA and state and local requirements regarding COVID safety. All employees and visitors are expected to comply with GXO policies which are in place to safeguard our employees and customers.
All applicants who receive a conditional offer of employment may be required to take and pass a pre-employment drug test.
The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel so classified. All employees may be required to perform duties outside of their normal responsibilities from time to time, as needed. Review GXO's candidate privacy statement here.
Manager, Client Financial Operations
Finance vice president job in Charlotte, NC
About Judi Health
Judi Health is an enterprise health technology company providing a comprehensive suite of solutions for employers and health plans, including:
Capital Rx, a public benefit corporation delivering full-service pharmacy benefit management (PBM) solutions to self-insured employers,
Judi Health™, which offers full-service health benefit management solutions to employers, TPAs, and health plans, and
Judi , the industry's leading proprietary Enterprise Health Platform (EHP), which consolidates all claim administration-related workflows in one scalable, secure platform.
Together with our clients, we're rebuilding trust in healthcare in the U.S. and deploying the infrastructure we need for the care we deserve. To learn more, visit ****************
Position Description:
This Manager role is a critical position for Client Financial Operations and will partner with other internal departments. This role will be an instrumental team player that will drive process improvement with our invoicing (drug spend and ancillary) and reconciliations. The individual must have a strong financial and accounting background, preferably in PBM or Health care. The individual must be comfortable with all aspects of billing, collections, and revenue recognition, and experience leading a team of analysts.
Position Responsibilities:
Oversee client invoicing, ensuring contractual alignment, accuracy, and timeliness
Submit journal entries, accruals, and adjustments as required
Track outstanding payments, follow up on overdue accounts, and implement collection strategies
Manage team of billing analysts, set performance goals, and ensure efficient workflows
Develop and refine billing procedures to enhance efficiency and reduce errors
Address client billing inquiries, resolve disputes, and improve client satisfaction
Work with finance, sales, and account management teams to align billing with overall business operations
Responsible for adherence to the Capital Rx Code of Conduct including reporting of noncompliance
Required Qualifications:
Undergraduate bachelor's degree in business, Finance, or related field, or 10+ years' experience
At least 3 years in billing, accounts receivable, or finance, with leadership experience
PBM/Health care experience (preferred)
Strong Excel and SQL skills for frequent data mining and/or manipulation of large data sets
Proficiency in billing software (SAP, QuickBooks, etc.)
Ability to challenge and improve existing processes through automation and redesign
Motivated team player with the ability to work in a fast-paced, forward-moving environment
Attention to detail & commitment to delivering high quality work
Ability to communicate internally and externally across multiple departments and at all corporate levels
Ability to define problems, collect data, establish facts, solve problems, make recommendations, and draw valid conclusions in a timely and accurate manner
Salary Range$95,000-$105,000 USD
All employees are responsible for adherence to the Capital Rx Code of Conduct including the reporting of non-compliance. This position description is designed to be flexible, allowing management the opportunity to assign or reassign duties and responsibilities as needed to best meet organizational goals.
Judi Health values a diverse workplace and celebrates the diversity that each employee brings to the table. We are proud to provide equal employment opportunities to all employees and applicants for employment and prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, medical condition, genetic information, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
By submitting an application, you agree to the retention of your personal data for consideration for a future position at Judi Health. More details about Judi Health's privacy practices can be found at *********************************************
Auto-ApplyManager, Financial Planning & Analysis
Finance vice president job in Charlotte, NC
Based in Washington, D.C., Quorum is a fast-growing software company and is the leading provider of workflow software and information services for government affairs professionals across corporate, non-profit, association, and governmental end-markets. Quorum allows users to manage stakeholder engagement, launch grassroots advocacy campaigns, and track legislative activity at all levels of government, including federal, state and local.
Quorum provides mission-critical solutions to public affairs professionals for their work in Congress, all 50 state legislatures, major U.S. cities, the European Union, and 30+ countries around the globe. Quorum serves over 2,000 customers globally including over 50% of the Fortune 100, and has over 350 team members across the globe.
As the FP&A Manager, reporting to the VP of Finance, you'll be responsible for leading the analysis, forecasting, budgeting, and planning processes to support strategic decision-making across Quorum. You will ensure leadership teams have the financial insights needed to guide operational efficiency, growth, and profitability. The ideal candidate is a data-driven problem solver, effective communicator, and collaborative business partner with proven experience in SaaS FP&A.
Responsibilities
Lead the annual budgeting and quarterly forecasting processes, ensuring accuracy, timeliness, and strategic alignment.
Develop and evolve Quorum's financial models to drive insights into performance, growth levers, and key metrics.
Partner cross-functionally with department leaders to provide analysis, scenario modeling, and data-driven recommendations.
Prepare monthly and quarterly variance analyses, identifying trends, risks, and opportunities for improvement.
Lead implementation and enhancement of FP&A systems, tools, and processes; integrate AI-driven reporting and automation where applicable.
Deliver board and executive reporting materials with clear narratives and actionable insights.
Support M&A readiness and financial due diligence efforts as Quorum evaluates potential strategic transactions.
Required Qualifications
Bachelor's degree in Finance, Accounting, Economics, or a related field.
Minimum 5-7 years of progressive experience in FP&A, corporate finance, or related analytical roles (SaaS experience preferred).
Background in investment banking.
Strong quantitative and analytical skills with advanced Excel and financial modeling expertise.
Proficiency with BI/reporting tools (e.g., Power BI, Tableau, or similar).
Proven ability to influence cross-functional teams and present complex data in a clear, strategic manner.
Knowledge of GAAP accounting principles and key SaaS metrics (ARR, retention, CAC, LTV).
Ability to handle confidential information with discretion and operate effectively in a fast-paced environment.
Preferred Qualifications
Experience with ERP systems (e.g., NetSuite) and CRM Systems (e.g. Salesforce)
Prior experience supporting PE-backed or high-growth SaaS companies.
Exposure to business intelligence automation or AI-enabled financial tools.
About the Finance Team
We're responsible for the financial stewardship of Quorum.
We pay attention to the details and have pride in the work we do, knowing that our team helps provide peace of mind to our team members, clients, and vendors.
We're close as a company-we work together, spend time together, and value each others' ideas and input.
We believe that precedent is not best practice-we are constantly striving to improve our own workflow.
We work with a great sense of integrity and accountability. We strive to make Quorum an exceptional place to work.
Our Work Environment
We are an AI-forward team-AI is built into how we work, think, and grow.
We are a remote-friendly team with flexible work options: work remotely or, if you're in the area, choose to visit our vibrant, sunlit space in our modern, open-concept office in Washington, D.C.
Our office building is located in the heart of downtown DC, easily accessible by metro, bus, and rideshares. It is also in close proximity to great restaurants, food trucks, shopping, and popular happy hour spots.
Do you want to learn what it's like to have a real impact at a fast-growing company that is changing the way the advocacy process works? If so, drop us a line. We'd love to talk to you!
Compensation
OTE: $110,000 - $125,000 based on experience + bonus
This is a full-time remote position, Exempt - not eligible for overtime.
Location: Charlotte, NC
Benefits
Flexible Paid Time Off
Paid Company holidays plus additional company-wide days off for team members to rest and recharge
Four Day Weekends for President's Day, Memorial Day, Fourth of July and Labor Day
Free Subscription to the Calm App
Free Subscription to LinkedIn Learning to support professional development
Invest in Yourself Days - one designated day per quarter is dedicated to your professional development!
One-time Work from Home Stipend
401k match
Choice of trans-inclusive medical, dental, and vision insurance plan options
Virtual and in-person team events
Bright sunlit open office concept with your own dedicated desk (if you want it)
Inclusion & Diversity Affinity Groups to support belonging
12 weeks paid parental leave
We comply with all requirements for US government federal contractors issued by the OFCCP, IFR, and the terms of our government contracts.
EEO/AA/F/M/Vet/Disabled
We are currently hiring for this position in the following city and state: Charlotte, NC
Auto-ApplyFinance Controller - Manufacturing Business Partner
Finance vice president job in Charlotte, NC
Compensation: To $175K. Job Overview - Finance Controller Manufacturing Business Partner - 33906 We're looking for a Finance Controller who will provide financial support to our client's product line leaders and serve as a proactive business partner by advising and making recommendations that drive strategic and financial performance. A strong understanding of financial statements, cost accounting, and financial modeling is essential. The role is an active member of a cross-functional business team focused on decision-making and strategy execution.
Key Responsibilities
* Serve as a strategic finance partner to business leaders by collaborating with operations and commercial teams to develop a deep understanding of business strategy, goals, and performance drivers.
* Own the full profit and loss (P&L) management for assigned product lines, including consolidating commercial and manufacturing forecasts into comprehensive P&L statements and ensuring adequate capacity for both short- and long-term plans.
* Analyze profitability by product, region, and customer, identifying trends and highlighting areas where performance does not meet expectations.
* Design and implement financial and analytical processes-such as forecasting, budgeting, and reporting-that enhance accuracy, cycle time, and decision-making.
* Work cross-functionally to create consistent, timely, and meaningful financial reports within existing system capabilities.
* Ensure accurate and timely analysis and reporting of forecasts and results to business and division leadership. Monitor variances and provide insights and recommendations to address discrepancies.
* Lead process improvement and reporting initiatives, and manage the overall budgeting process with a strong understanding of financial statements and systems.
* Support strategic initiatives such as capacity planning, business restructuring, and expansion programs.
* Participate in cross-functional planning teams to develop performance scorecards and support short- and long-term business planning cycles.
Requirements
* Bachelor's degree in Finance, Accounting, or a related technical discipline
* 5-7 years of progressive finance and leadership experience; FP&A or operations finance experience preferred
* Experience in a manufacturing or production environment
* Strong analytical, financial modeling, and problem-solving skills
* Proven ability to build and maintain effective business partnerships with key stakeholders
* Advanced proficiency in Microsoft Excel and other Microsoft Office tools
* Experience leading process improvement initiatives and developing implementation procedures
* Strong communication and presentation skills with the ability to influence business leaders and facilitate decision-making
* Ability to provide creative financial solutions and challenge assumptions constructively
Preferred Qualifications
* MBA or CPA designation
* Strong understanding of business operations, markets, and strategic planning
* Experience with ERP and financial reporting tools (e.g., SAP, Power BI)
* Ability to thrive in both matrixed and independent work environments
* Proven capacity to manage multiple priorities and adapt to a fast-paced, evolving business environment
* Global mindset and sensitivity to diverse perspectives
Additional Job Details
Workplace Policy: #li-Hybrid
Seniority Level: Mid-Senior Level
Linked In Poster: #LI-TC1
About our Process
* We will notify you if you are selected as a candidate for this role. If not, but you fit our specializations, we'll consider you for future openings, and encourage you to apply for other Sherpa roles you're qualified for/interested in.
* Non-Local Candidates: Please note that you are competing with local candidates who don't require relocation expenses and can start quickly, so let us know if you have plans to move to the area soon.
* Candidates for all Sherpa opportunities must be authorized to work in the United States.
* Sherpa is an Equal Opportunity Employer.
Director Financial Institution Conversions
Finance vice president job in Charlotte, NC
In this role, you will provide leadership for a clearing broker dealer settlement team accountable for providing complex operations activities to client and advisors. Settlement activities include DTC settlement, processing dividend and reorganization activities, and handling physical certificates. This includes resolving escalated advisor issues, lead process improvement initiatives, identifying and analyzing trends to implement solutions to increase advisor and client satisfaction, and managing strategic relationships across multiple channels for delivery of operations services.
Key Responsibilities
* Lead a team of professionals providing complex operations activities to advisors, including regulatory supervision to ensure that compliance and regulatory requirements are met. Ensure timely and accurate resolution of escalated advisor issues. Develop and manage cost effective, efficient and compliant operational strategies to ensure advisor and client's needs are met. Manage department P&L, focusing on managing controllable expenses, including vendors.
* Manage relationships with a variety of internal and external business partners and advisors to identify root cause of operational and service issues. Implement solutions to increase advisor and client satisfaction, while ensuring all operational, financial, and regulatory requirements are met.
* Provide thought leadership on process improvements and business transformation activities. Ensure effective implementation of strategies.
* Provide effective people leadership through effective coaching, feedback and sound performance management practices. Act as champion for the team and intervene on matters that create roadblocks to individual or organizational success. Set department initiatives and aligns and sets individual performance goals.
Required Qualifications
* 7-10 years of relevant experience
* Associate degree or equivalent (2-years)
* Broker Dealer and/or tape to tape experience required
* Active FINRA Series 7
Preferred Qualifications
* Strong relationship management/influencing skills
* Ability to analyze root cause and implement solutions
* Demonstrated ability to lead cross-functional process improvement teams
* Previous people leadership experience
* Bachelor's degree or equivalent (4-years)
* Strong working knowledge of Operations techniques (DTC or settlement experience is a plus)
About Our Company
We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.
Base Pay Salary
The estimated base salary for this role is $122,400 - $165,200 / year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
Full-Time/Part-Time
Full time
Exempt/Non-Exempt
Exempt
Job Family Group
Business Support & Operations
Line of Business
CLEAR Clearing
Auto-ApplyTREASURER/BOOKKEEPER I / 25-26
Finance vice president job in Charlotte, NC
JOB GOAL Responsible for performing intermediate clerical and bookkeeping work in examination, analysis, and verification of accounting records in a school setting. Duties are varied and include maintaining bookkeeping control of funds disbursed and received, and preparing financial data required for fiscal management.
Essential Duties & Responsibilities
* Maintains a complete and systematic set of records of all financial transactions as required by federal, state, and school board rules, regulations, policies, and laws. Reviews and reconciles accounts and budget reports on a monthly basis. Assists in district directed audits of records and accounts.
* Assists principal with budget development.
* Analyzes, verifies and reconciles school budget reports to maximize the use of funds in compliance with local, state and federal fiscal requirements.
* Initiates, prepares, and verifies payment requests, (direct payments, purchase orders, travel requests), reviews for proper documentation, and obtains necessary approvals.
* Purchases goods and services for the school using a variety of approved methods. Initiates all purchase orders, obtains quotes for goods and services, obtains necessary approvals, and maintains accurate records of transactions and inventory.
* Initiates and reviews school contracts and prepares supporting documentation to ensure compliance with policies and procedures.
* Verifies and records cash collections by school staff, including but not limited to field trip, fundraising, and athletic activities. Posts activities on the online payment platform. Issues check payment to field trips vendors, athletic event officials, and other vendors as required.
* Manages the school's checking account ensuring bank deposits are made according to policy and prepares monthly reconciliation of the school's checking account.
* Prepares sales and use tax reports to process payment of tax.
* Initiates, prepares, and processes transactions relating to the school's purchasing card, tracks expenditures, reconciles balances on a monthly basis, and maintains records of all purchases.
* Composes reports and records for review as well as financial correspondence for principal's approval and signature.
* Maintains accounts payable files for verification of receipt of items.
* Prepares and enters invoices; updates customer lists and transactions; prepares journal entries for distribution.
* Performs various payroll duties as assigned.
* Trains other staff to ensure they are familiar with and able to perform the essential treasurer duties in the absence of the school treasurer.
* Answers inquiries from staff and parents pertaining to interpretation of school district's financial policies and procedures.
* Performs other related duties as assigned.
NOTE: On-site attendance is an essential function of this position.
SUPERVISORY RESPONSIBILITY
None.
MINIMUM REQUIREMENTS
Knowledge, Skills & abilities
* Considerable knowledge of bookkeeping/accounting practices for cash management, revenue, and expenses
* Ability to effectively organize and maintain records
* Ability to interpret standard accounting and financial statements
* Ability to prepare reports and business correspondence
* Ability to maintain confidentiality
* Excellent customer service skills with the ability to calmly route concerns to appropriate staff
* Ability to learn pertinent district policies and procedures rapidly, apply them in appropriate situations, and explain them to staff, parents, students, and the public
* Ability to exercise independent judgment and initiative in completing work assignments and determine when to refer situations to supervisor;
* Ability to reason, work, and problem-solve independently in order to carry assignments to completion according to expected timelines while adhering to established policies and procedures
* Ability to communicate effectively with a variety of audiences, orally and in writing, including electronic media
* Working knowledge of computer programs, including email, word processing, spreadsheets, and databases
* Excellent time management skills and ability to organize, prioritize, manage and carry out duties efficiently and within established timeframes
* Ability to establish and maintain collaborative working relationships with all stakeholders
Education, Training & Experience
* Associate's degree in a relevant field
* Two years accounting/bookkeeping experience
OR
* Any equivalent combination of education and experience which provides the required knowledge, skills, and abilities to perform the essential duties and responsibilities of the position
Certificates, Licenses & Registrations
*
Preferred qualifications
* Associate degree in business or accounting
* Bookkeeping/Accounting experience in a school district or similar environment
* Bilingual English/Spanish (fluent verbal and written) skills
Financial Controller
Finance vice president job in Charlotte, NC
Job Description
Salary: $75,000 - $80,000
Other Forms of Compensation: yearly bonus
Krafted Kitchen Collection, a proud member of the Compass Group family, is where culinary innovation meets elevated experiences. Our curated suite of branded solutions is designed to stand alone or seamlessly complement existing food services, enhancing workplaces, hospitals, senior living communities, academic institutions, and cultural centers. At Krafted, we're not just serving food-we're creating environments that drive productivity and build community.
Our strength lies in our people-go-getters backed by bold creativity, deep industry knowledge, and a healthy dose of “let's do this.” With a portfolio that includes both fully-owned brands and exclusive strategic partners, we deliver one-of-a-kind dining solutions with precision and personality.
Our portfolio includes:
Foodworks: A local-first dining platform that partners with independent restaurants to bring authentic, diverse flavors to onsite dining, creating community through food.
Catering By Design: A luxury, full-service catering and event design company that meticulously curates every detail-from menu to décor-to deliver unforgettable events.
Virtual Café: A tech-enabled dining solution offering customizable, kitchen-free food experiences, ideal for modern, flexible work environments.
EAT Club: A personalized lunch delivery service that brings individually packaged meals to the workplace, combining variety, quality, and convenience.
Join us at Krafted Kitchen Collection, where your creativity and fresh perspective will be the driving force that propels us to new heights. Let's craft something extraordinary together.
Job Summary
Krafted Kitchen
Krafted Kitchen delivers innovative food service solutions designed for evolving workplaces. Whether offered as a standalone concept or as a complement to existing services, our hospitality-driven brands adapt to changing business needs while maintaining the highest standards of culinary and service excellence.
Job Summary
This role partners with divisions across the Krafted Kitchen sector to oversee essential financial processes, ensuring accuracy, consistency, and actionable insights that drive operational and financial success.
Responsibilities
Review, reconciliation, track and maintain monthly P/L and balance sheet activity
Analyze financial results for both internal and external use
Develop forecasts and budgets, identifying risks and opportunities
Complete financial reports: monthly, quarterly, and annual reports, including but not limited to monthly and fiscal close, internal, and external audit reporting; manages report preparation and distribution
Maintain inventory and cost control procedures
Prepare and oversee monthly invoices, monitor, and follow up on accounts receivables, and complete sector-specific vendor maintenance tasks.
Work with field operators to provide training, guidance, and assistance as needed.
Collaborate with leadership to identify, implement, and optimize process automation.
Perform related duties and special projects as assigned
Qualifications
Bachelor's degree required; Finance, Accounting, or Business preferred
A minimum of two years' experience with revenue control and financial reporting
Accounting experience in foodservice or retail industry preferred, foodservice operations experience a plus
Ability to prepare monthly financial statements, key metric reports, budgets, forecasts, cash flow projections and analyses
Adept at planning, organizing, and controlling complex processes as well as analyzing moderately complex financial information
Experience with POS, cash, and credit card reports
Advanced proficiency in Excel; experience with Power BI a plus
Strong analytical and problem-solving skills with a high level of accuracy
Demonstrated ability to independently manage multiple priorities in a fast-paced, dynamic environment
Familiarity with SAP, Hyperion/Essbase, PowerPoint and Looker preferred
Collaborative team player with excellent interpersonal skills and a professional attitude
Exceptional written and verbal communication skills
Conformity to the highest standards of personal integrity and ethical behavior
Apply to Krafted Kitchen Collection today!
Krafted Kitchen Collection is a division of Compass Group USA
Click here to Learn More about the Compass Story
Compass Group is an equal opportunity employer. At Compass, we are committed to treating all Applicants and Associates fairly based on their abilities, achievements, and experience without regard to race, national origin, sex, age, disability, veteran status, sexual orientation, gender identity, or any other classification protected by law.
Qualified candidates must be able to perform the essential functions of this position satisfactorily with or without a reasonable accommodation. Disclaimer: this job post is not necessarily an exhaustive list of all essential responsibilities, skills, tasks, or requirements associated with this position. While this is intended to be an accurate reflection of the position posted, the Company reserves the right to modify or change the essential functions of the job based on business necessity. We will consider for employment all qualified applicants, including those with a criminal history (including relevant driving history), in a manner consistent with all applicable federal, state, and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, and the New York Fair Chance Act.
Applications are accepted on an ongoing basis.
Associates at Krafted Kitchen Collection are offered many fantastic benefits.
Medical
Dental
Vision
Life Insurance/ AD
Disability Insurance
Retirement Plan
Paid Time Off
Paid Parental Leave
Holiday Time Off (varies by site/state)
Personal Leave
Associate Shopping Program
Health and Wellness Programs
Discount Marketplace
Identity Theft Protection
Pet Insurance
Commuter Benefits
Employee Assistance Program
Flexible Spending Accounts (FSAs)
Krafted Kitchen Collection maintains a drug-free workplace.
Associates may also be eligible for paid and/or unpaid time off benefits in accordance with applicable federal, state, and local laws. For positions in Washington State, Maryland, or to be performed Remotely, click here for paid time off benefits information.
Lead Finance Product Controller Capital Markets
Finance vice president job in Charlotte, NC
About this role:
Wells Fargo is seeking a Finance Product Controller (Lead Finance Analyst) supporting the Markets Division. This role is responsible for Product Control supporting Rates, FX, Commodities & CVA.
In this role you will:
Review the daily Profit & Loss (P&L) - Comprehensive P&L, Buy/Hold (i.e. ‘Clean') P&L, Volcker P&L, Front Office risk-based P&L attribution and provide challenge and analysis
Review and approve P&L adjustments across all P&L types - Comprehensive, Clean, Volcker
Analyze Volcker metrics to ensure accurate reporting and compliance with the rule
Provide high quality commentary on P&L and balance sheet drivers to senior leaders
Review large transactions to ensure they are booked and accounted for correctly, and that pricing is reasonable against market standard
Provide challenge and subject matter expertise from a Finance standpoint in the New Products approval process
Help to research and resolve P&L issues arising from incorrect trade bookings, system errors, and valuation discrepancies
Oversee the month-end close process for P&L, including general ledger reconciliations, and substantiation of balance sheet at a detailed level
Partner with India Product Control team on all aspects of the Product Control function
Ensure compliance with internal guidelines (e.g. COSO controls), and internal and external audit recommendations
Develop and improve upon internal controls through critical evaluation of current environment, with the goal of implementing consistent, industry best practices across the enterprise
This role will require close partnership with various groups, including Front Office, Middle Office, Compliance, Front Line Control Officers, Independent Price Validation, Market and Credit Risk, and Group Controllers
Required Qualifications:
5+ years of Finance experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
Experience working with Capital Markets products (Fixed Income Securities, Derivatives, FX, XVA)
Advanced understanding of supporting month end close, Profit & Loss (P&L) and GL reconciliation
Advanced written and verbal communication skills
Ability to partner with stakeholders and act as a trusted advisor
Familiarity with Wells Fargo Securities systems a plus (e.g Calypso, Broadridge, GMI, Opics)
Knowledge of MTM, Fair Value Option, FAS133 hedge accounting a plus
Advanced desktop programming skills including Access, VBA, Excel, SQL
Knowledge of Wells Fargo reporting systems and internal databases (i.e. IRIS, Essbase)
Job Expectations:
This position offers a hybrid work schedule
This position is not eligible for Visa sponsorship
This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents.
Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.
Posting End Date:
18 Dec 2025
*Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
Finance Accounting FP&A Rotational Fall Co-op
Finance vice president job in Salisbury, NC
Ahold Delhaize USA, a division of global food retailer Ahold Delhaize, is part of the U.S. family of brands, which includes five leading omnichannel grocery brands - Food Lion, Giant Food, The GIANT Company, Hannaford and Stop & Shop. Our associates support the brands with a wide range of services, including Finance, Legal, Sustainability, Commercial, Digital and E-commerce, Technology and more.
Available Locations: Salisbury, NC, Carlisle, PA, or Quincy, MA
Co-op Overview:
Get an insider view of the fast-changing grocery retail industry while developing relevant business, technical and leadership skills geared towards enhancing your career. This paid Co-op experience is an opportunity to help drive business results in an environment designed to promote and reward diversity, innovation and leadership. Applicants must be currently enrolled in a bachelor's or master's degree program.
Applicants must be currently authorized to work in the United States on a full-time basis and be available from July 13, through December 4, 2025. We have a hybrid work environment that requires a minimum of three days a week in the office. Please submit your resume including your cumulative GPA. Transcripts may be requested at a future date.
* Approximate 6-month Co-op session with competitive pay
* Impactful project work to develop your skills/knowledge
* Leadership speaker sessions and development activities
* One-on-one mentoring
* Involvement in group community service events
* Networking and professional engagement opportunities
* Access to online career development tools and resources
* Opportunity to present project work to company leaders
Department/Position Description:
At ADUSA Finance and Accounting work together to manage our financial health. During this rotation you will have the opportunity to work on projects in Finance, FP&A and Accounting where you will be focusing on strategic decision-making, budgeting, forecasting, investment analysis, and risk management while ensuring the company's growth and profitability. You will also be recording and reporting financial transactions, ensuring compliance with accounting standards and regulations. This includes preparing financial statements and overseeing internal controls.
Qualifications:
* Working towards a degree in Accounting, Economics, or Business
* Basic Accounting Principles (e.g. - Financial, Managerial and Operational accounting)
* Proficient in Excel (e.g. - VLOOKUP, If Statements, Pivot Tables, etc.)
* Basic understanding of valuation principles
* Impairment testing understanding a plus
* ESG (Environmental Social Governance) Accounting framework understanding a plus
* Quantitative Skills (e.g. - work with large datasets and perform basic/intermediate calculations)
* Excellent written and verbal communication skills
* Team player and highly collaborative
Individual cohort pay rates vary based on location, academic year, and position.
ME/NC/PA/SC Salary Range: $18.10 - $31.00
IL/MA/MD Salary Range: $20.00 - $34.20
#LI-RC1 #LI-Hybrid
At Ahold Delhaize USA, we provide services to one of the largest portfolios of grocery companies in the nation, and we're actively seeking top talent.
Our team shares a common motivation to drive change, take ownership and enable our brands to better care for their customers. We thrive on supporting great local grocery brands and their strategies.
Our associates are the heartbeat of our organization. We are committed to offering a welcoming work environment where all associates can succeed and thrive. Guided by our values of courage, care, teamwork, integrity (and even a little humor), we are dedicated to being a great place to work.
We believe in collaboration, curiosity, and continuous learning in all that we think, create and do. While building a culture where personal and professional growth are just as important as business growth, we invest in our people, empowering them to learn, grow and deliver at all levels of the business.
Finance Controller - Projects
Finance vice president job in Charlotte, NC
Compensation: To $175K. Job Overview - Finance Controller - Projects - 33954 This role serves as the financial leader for major strategic projects - including expansions, cost reduction initiatives, market development, and new product launches. The position supports cross-functional project teams with financial modeling, spend tracking, and adherence to internal controls, capital policies, and procedures. The ideal candidate is a strong business partner who is customer-focused, results-oriented, process-driven, and highly collaborative.
Key Responsibilities
* Lead financial modeling and analysis for large-scale capital and operational projects.
* Partner with key stakeholders to support strategic business initiatives and long-term growth objectives.
* Support project and program managers with all aspects of project costing, forecasting, and financial controls.
* Track and report on project and program capital commitments, providing regular updates to business partners and leadership.
* Ensure compliance with local regulations, GAAP accounting standards, and internal policies and procedures.
* Manage intercompany transactions, transfers, and capitalizations in alignment with established policies.
* Assist in financial and entity setup to support local plant or regional finance teams.
* Build and maintain strong business partnerships with teams across operations, engineering, technology, and supply chain.
* Perform additional analyses and support special projects as required to advance business and financial objectives.
Requirements
* Bachelor's degree in Accounting, Finance, or Business Administration.
* 5-7 years of relevant experience, ideally within capital, manufacturing, or cost accounting.
* Controller-level experience preferred.
* Strong understanding of financial controls and capital investment modeling, including cash flow, NPV, IRR, and payback analysis.
* Solid accounting and analytical background with the ability to connect financial insights to business impact.
* Excellent communication and presentation skills, with comfort interacting at all levels of the organization.
Desired Qualifications
* Proven experience as a trusted business partner to operations and leadership teams.
* Ability to manage multiple priorities and work effectively in a dynamic environment.
* Self-starter with strong problem-solving skills and attention to detail.
* Culturally aware and effective in a global, cross-functional setting.
* Strong written and verbal communication skills.
Additional Job Details
Workplace Policy: #li-Hybrid
Seniority Level: Mid-Senior Level
Linked In Poster: #LI-TC1
About our Process
* We will notify you if you are selected as a candidate for this role. If not, but you fit our specializations, we'll consider you for future openings, and encourage you to apply for other Sherpa roles you're qualified for/interested in.
* Non-Local Candidates: Please note that you are competing with local candidates who don't require relocation expenses and can start quickly, so let us know if you have plans to move to the area soon.
* Candidates for all Sherpa opportunities must be authorized to work in the United States.
* Sherpa is an Equal Opportunity Employer.
Lead Finance Product Controller Capital Markets
Finance vice president job in Charlotte, NC
**About this role:** Wells Fargo is seeking a Finance Product Controller (Lead Finance Analyst) supporting the Markets Division. This role is responsible for Product Control supporting Rates, FX, Commodities & CVA. **In this role you will:** + Review the daily Profit & Loss (P&L) - Comprehensive P&L, Buy/Hold (i.e. 'Clean') P&L, Volcker P&L, Front Office risk-based P&L attribution and provide challenge and analysis
+ Review and approve P&L adjustments across all P&L types - Comprehensive, Clean, Volcker
+ Analyze Volcker metrics to ensure accurate reporting and compliance with the rule
+ Provide high quality commentary on P&L and balance sheet drivers to senior leaders
+ Review large transactions to ensure they are booked and accounted for correctly, and that pricing is reasonable against market standard
+ Provide challenge and subject matter expertise from a Finance standpoint in the New Products approval process
+ Help to research and resolve P&L issues arising from incorrect trade bookings, system errors, and valuation discrepancies
+ Oversee the month-end close process for P&L, including general ledger reconciliations, and substantiation of balance sheet at a detailed level
+ Partner with India Product Control team on all aspects of the Product Control function
+ Ensure compliance with internal guidelines (e.g. COSO controls), and internal and external audit recommendations
+ Develop and improve upon internal controls through critical evaluation of current environment, with the goal of implementing consistent, industry best practices across the enterprise
+ This role will require close partnership with various groups, including Front Office, Middle Office, Compliance, Front Line Control Officers, Independent Price Validation, Market and Credit Risk, and Group Controllers
**Required Qualifications:**
+ 5+ years of Finance experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
**Desired Qualifications:**
+ Experience working with Capital Markets products (Fixed Income Securities, Derivatives, FX, XVA)
+ Advanced understanding of supporting month end close, Profit & Loss (P&L) and GL reconciliation
+ Advanced written and verbal communication skills
+ Ability to partner with stakeholders and act as a trusted advisor
+ Familiarity with Wells Fargo Securities systems a plus (e.g Calypso, Broadridge, GMI, Opics)
+ Knowledge of MTM, Fair Value Option, FAS133 hedge accounting a plus
+ Advanced desktop programming skills including Access, VBA, Excel, SQL
+ Knowledge of Wells Fargo reporting systems and internal databases (i.e. IRIS, Essbase)
**Job Expectations:**
+ This position offers a hybrid work schedule
+ This position is not eligible for Visa sponsorship
This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents.
Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.
**Posting End Date:**
18 Dec 2025
**_*Job posting may come down early due to volume of applicants._**
**We Value Equal Opportunity**
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
**Applicants with Disabilities**
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (****************************************************************** .
**Drug and Alcohol Policy**
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (********************************************************************** to learn more.
**Wells Fargo Recruitment and Hiring Requirements:**
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
**Req Number:** R-509018