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VP, Financial Consultant- Charlotte, NC
Charles Schwab 4.8
Senior finance analyst job in Charlotte, NC
Regular
Your opportunity
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.
Schwab's branch team is at the heart of our firm's commitment to helping clients own their financial futures. In this exciting role, you'll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You'll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities.
As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you'll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you.
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
What you have
Required Qualifications:
A valid and active FINRA Series 7 license required
Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job.
Preferred Qualifications:
Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations.
Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client's progress toward achieving their goals.
Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning
Ability to adapt and implement change as the market and business conditions evolve
Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation
Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management.
What's in it for you:
At Schwab, we're committed to empowering our employees' personal and professional success. Our flexible work options, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
Base salary
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and a 4-week sabbatical after 5 years of service
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
Investment Professionals' Compensation | Charles Schwab
Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
What's in it for you
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
$79k-145k yearly est. 19h ago
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Business Analyst, Multi-Site Operations
Media One Digital 3.6
Senior finance analyst job in Matthews, NC
Media One is a trusted partner in digital printing and textile industries, offering comprehensive solutions for large format printing. From paper, fabric, workflow, and color management to advanced digital printing equipment and finishing, Media One collaborates with top-tier partners to cater to diverse production needs. The company provides nationwide technical support, installation, and service to ensure excellent customer satisfaction. With four strategically located warehouses across the U.S., Media One provides efficient and timely deliveries. Learn more at: *****************************
Join the market leader in digital textile printing.
Media One Digital is seeking a detail-oriented, analytical Business Analyst to support finance, sales, and operations across multiple U.S. locations. Reporting to the CFO, this role plays a critical part in driving data-based decisions through financial analysis, business performance tracking, and strategic insights.
What You'll Do
Analyze financial results, budgets, and forecasts across locations.
Partner with accounting on month-end close, variance, and ROI analysis.
Track sales trends, product mix, and margin performance by customer and site.
Build and maintain dashboards, scorecards, and KPIs for leadership.
Consolidate operational and financial data to support benchmarking across sites.
Improve data integrity across ERP, CRM, and reporting systems.
Lead ad-hoc analysis and scenario modeling for strategic initiatives.
What Success Looks Like
Accurate and timely reporting that enhances decision-making.
Actionable insights that drive measurable improvements in KPIs.
Streamlined, standardized performance tracking across all sites.
What You'll Bring
Bachelor's degree in Finance, Business, Economics, or related field (MBA a plus).
2-3 years' experience in business analysis, FP&A, or operations analysis-preferably in manufacturing or textiles.
Advanced Excel skills; experience with Power BI or Tableau.
Familiarity with ERP (NetSuite, Sage 100) and CRM (Salesforce) systems.
Strong analytical, communication, and problem-solving skills.
Ability to work cross-functionally in a fast-paced, multi-site environment.
Why Join Us
At Media One Digital we power the digital print ecosystem through smart systems, trusted products, and expert support-so our customers can scale what's next. You'll be part of a collaborative, data-driven culture where your insights shape strategic decisions across the business.
Equal Opportunity Employer:
We're committed to fostering a diverse and inclusive workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, age, disability, veteran status, or any other protected characteristic.
$52k-73k yearly est. 2d ago
Sr. Analyst, Financial Planning & Analysis
Shoe Carnival, Inc. 4.4
Senior finance analyst job in Fort Mill, SC
Shoe Carnival (NASDAQ: SCVL) seeks a SeniorAnalyst, FP&A to drive store-level analytics, comparable sales analysis, and financial modeling. This role reports to the Director, FP&A and partners closely with operations to translate financial data into actionable business insights. The position is based at our Fort Mill, SC headquarters.
The company is executing a significant transformation-rebranding stores to the Shoe Station banner and pursuing M&A to become the nation's leading family footwear retailer. This role requires someone who can assist the Director, FP&A build capabilities while delivering immediate value to the business.
Key Responsibilities
Develop and maintain store-level P&L analysis, tracking performance across banners, regions, and individual locations
Analyze sales and expense trends and identify performance drivers-understanding why numbers move, not just that they moved
Build/update financial models for tactical and strategic initiatives
Support M&A due diligence with financial analysis, synergy modeling, and integration tracking
Prepare management reporting packages, monthly forecasting packages, KPI dashboards, and executive leadership presentation materials
Assist with annual budget preparation, partnering with functional leaders to develop realistic plans
Analyze variances to budget and forecast, providing clear explanations and actionable insights to leadership
Partner with store operations, merchandising, and real estate teams on strategic initiatives and business cases
Support earnings materials, investor presentations, and ad hoc requests from executive leadership
Continuously improve reporting processes, automate recurring analyses, and enhance data quality
Required Qualifications
Bachelor's degree in Finance, Accounting, Economics, or related field; MBA a plus
5+ years of FP&A, financial analysis, or related experience
Advanced Excel and financial modeling skills-you build models that are accurate, auditable, and usable by others
Retail industry experience strongly preferred; understanding of store economics, comp sales, and retail KPIs
Experience with data visualization tools (Power BI, Tableau, MicroStrategy, or similar)
Strong communication skills-ability to present findings clearly to both finance and non-finance audiences
Public company experience a plus
Who You Are
Beyond technical analytical skills, we're looking for someone who embodies these attributes:
Critical Thinking: You don't just report numbers-you interrogate them. When expenses are up in one area and down in another, you dig into why. You question assumptions in forecasts and push back when plans don't hold up to scrutiny.
Curiosity: You want to understand how the business actually works. You understand stores, product trends, and learn what drives customer behavior. This context makes your analysis more valuable.
Business Partnership: You're not just a report generator-you're a thought partner. Operations, merchandising, and real estate teams see you as someone who helps them make better decisions, not someone who just sends spreadsheets.
Ownership Mentality: You stand behind your analysis. When you present a recommendation or a forecast, you've pressure-tested it yourself. You don't wait for someone else to find the error-you find it first.
Self-Direction: You don't wait to be told what analysis to run. You see what the business needs, anticipate questions leadership will ask, and proactively deliver insights. You manage your own priorities and keep projects moving.
Resourcefulness: Data is never perfect. Systems don't always talk to each other. You find ways to get to actionable answers anyway-triangulating from multiple sources, making reasonable assumptions, and being transparent about limitations.
Prioritization Judgment: Ad hoc requests compete with recurring deliverables. You know how to manage your queue, push back when appropriate, and distinguish between analysis that drives decisions and analysis that sits in a deck.
Adaptability: The company is transforming-new banners, acquisitions, and initiatives. Your priorities will shift. You thrive in an environment where the work evolves and new challenges emerge regularly.
About Shoe Carnival
Shoe Carnival, Inc. is one of the nation's largest family footwear retailers, offering a broad assortment of dress, casual and athletic footwear for men, women and children with emphasis on national name brands. Company operated 428 stores in 35 states and Puerto Rico under its Shoe Carnival and Shoe Station banners and offers shopping at ******************** and ******************** Headquartered in Fort Mill, SC, Shoe Carnival, Inc. trades on The Nasdaq Stock Market LLC under the symbol SCVL.
Shoe Carnival is an equal opportunity employer with competitive compensation, comprehensive benefits, and the opportunity to build something meaningful in a high-growth, transformational environment.
$73k-102k yearly est. 19h ago
Entry level Accounting (recent Graduate in Accounting)
Talent Groups 4.2
Senior finance analyst job in Charlotte, NC
Location: Charlotte, NC office. It will be a hybrid set schedule with Tuesday, Wednesday and Thursday are in the office, Monday and Fridays are remote. Schedule is assigned once selected, training may be 5 days per week in the office.
Note will trained on : Experience with dispute resolution for Fortune 500 customer accounts; investigating and researching claims, deductions, or disputes to determine validity in a timely fashion is highly desired for this role. This is a high volume environment and experience is best suited from similar environments. This is not a front end collections role.
They would now like to consider someone they can train for the role, new grad in the Charlotte area, interested in research, accounting, etc.
$33k-50k yearly est. 1d ago
Finance Analyst
Psa Airlines 4.9
Senior finance analyst job in Charlotte, NC
Let your career
take off
with PSA Airlines
About PSA
PSA Airlines, a wholly owned subsidiary of American Airlines, offers unparalleled opportunities for growth and professional development. We value teamwork, diversity, and inclusivity and strive to create a safe, respectful, and happy work environment for our more than 4,000 employees. Our company culture, known as The PSA Way, is our foundation for operation and fosters stability, growth and a focus on the future while always placing safety at the forefront of everything we do. We are driven in our goals and achievements, eager to be better. We are reliable to one another and accountable for our actions. And we are caring in our daily interactions, with teammates, colleagues, and customers. Join our team to enjoy comprehensive benefits, including travel privileges on the American Airlines global network, so you can explore new destinations and create unforgettable memories with family and friends.
Benefits
PSA offers the benefits you expect from a company focused on excellence. All eligible team members enjoy a comprehensive benefits package, including:
Travel privileges on the American Airlines global network
A generous vacation plan designed to let you enjoy your travel perks
401(k) with company match
American Airlines Group (AAG) profit-sharing and bonus opportunities
A choice of three health plan options, all with nationwide coverage with the UnitedHealthcare Choice Plus network
Premium dental coverage
Vision plan options provided, including a plan that covers both glasses and contacts every year
Benefits navigation services, including finding a doctor, scheduling an appointment, understanding your medical bills, and free second opinion services
Access to 24-hour virtual urgent care services
Family planning and fertility treatment
LGBTQ+ friendly services including gender affirming care, assistance finding knowledgeable providers, and family planning
Company-paid Life and AD&D Insurance, Short-term and Long-term Disability, and supplemental life insurance options for spouses and dependent children
Flexible Spending Accounts for both Health Care and Dependent Care services
Comprehensive Employee Assistance Program providing a range of services, including 5 free in-person sessions with a health care professional
Responsibilities Position Summary
The FinanceAnalyst assists in the design and implementation of the company's comprehensive strategic financial plan. Tracks financial and productivity performance, and is involved with financial forecasting, development of operating and capital plans, staffing analysis, cost reduction and process improvement strategies.
Job Responsibilities
Development of the annual operating budget and models used to forecast operating expenditures.
Coordinates near and long-term planning activities to ensure consistency and compliance with corporate American Airlines action plans.
Evaluates competitive strategies and industry trends to determine impact on current or contemplated action plans.
Assists management during labor negotiations by developing and utilizing costing models to determine the financial impact of union and company economic proposals.
Creates business cases and financial analysis for capital proposals in order to secure capital funding.
Coordinates annual capital plan process and tracks actual and forecasted capital spending on current/future projects.
Completes monthly financial close and the review of business expenses.
Presents results to senior management in a clear and concise manner.
Performs other duties as assigned to support the efficient operation of the department and company.
Responsible for the Company's Security and Safety Management System (SMS) and associated Safety Risk Management and Safety Assurance outputs.
Performs other duties as assigned.
Position Specifics Qualifications
Required
Bachelor's degree in Finance/Economics/Accounting.
Proficient computer skills: Microsoft Excel.
Ability to speak/read/write in English.
If hired, must be able to demonstrate that you are authorized to work in the U.S.
Preferred
Previous work experience in the financial field.
Additional Information
Delegation: In absence, responsibilities delegated to Assistant Director of Finance and Analysis.
Authorities: None.
Supervisory Responsibility: This is not a supervisory position.
Work Environment: This job operates approximately 90% of the time inside a climate-controlled building and approximately 10% of the time outside in all types of weather. This role routinely uses standard office equipment such as computers, telephones, photocopiers, facsimile machines and filing cabinets.
Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to talk or hear. This is largely a sedentary role; however, the employee is frequently required to stand; walk; climb up and down stairs; lift weight up to 25 lbs; use hands to handle or feel; and reach with hands and arms.
Security Clearance: All employees are required to pass the fingerprint-based criminal history records check (CHRC) per 49CFR1542.209.
AAP/EEO Statement: PSA Airlines is an equal opportunity employer; qualified applicants are considered for and treated during employment without regard to race, color, creed, religion, sex (including pregnancy, gender identity and sexual orientation), national origin, citizenship status, age, disability, genetic information, protected veteran status or any other characteristic protected by law.
Other Duties: Please note this job description is not designated to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
$65k-98k yearly est. Auto-Apply 60d+ ago
Financial Reporting Manager
Pacific Life 4.5
Senior finance analyst job in Charlotte, NC
Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead - our policyholders count on us to be there when it matters most. It's a big ask, but it's one that we have the power to deliver when we work together. We collaborate and innovate - pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it's the right thing to do. Pacific Life is more than a job, it's a career with purpose. It's a career where you have the support, balance, and resources to make a positive impact on the future - including your own.
Pacific Life is investing in bright, agile, and diverse new talent to ensure we continue to innovate and strengthen relationships with our policyholders. That's why we're actively seeking a Financial Reporting Manager to join our team to support our centralized accounting team
This role is based in our Newport Beach, CA office.
As a Financial Reporting Manager, you'll move Pacific Life, and your career, forward by driving key initiatives that support accounting and financial reporting functions while collaborating across various departments. You will fill an existing role that sits on a team of accounting professionals within the corporate division.
* This is an INDIVIDUAL CONTRIBUTOR role that manages key processes and projects.
How you'll help move us forward:
* Stay ahead of evolving accounting issues by leading the design of accounting entries and reporting requirements for new transactions, collaborating with subject matter experts and stakeholders across various teams, and leveraging industry expertise to provide informed recommendations aligned with technical guidance and best practices.
* Lead quarterly analysis and reporting initiatives by identifying key trends, communicating drivers across corporate and intercompany impacts, and ensuring business events are accurately reflected in financial results and documentation.
* Provide essential support to the controllership function by managing journal entries and account reconciliations, ensuring compliance in multi-entity financial consolidations, assisting with intercompany settlements, audits, and financial reporting, and contributing to both small-scale and transformative Finance initiatives.
* Act as a subject matter expert by providing insights across functions, interpreting business issues, recommending improvements, shaping strategy, solving complex challenges with broad business impact, and effectively communicating technical concepts to diverse audiences.
The experience you bring:
* Bachelor's degree in Accounting, Finance, or related field
* 10+ years of experience in accounting and financial reporting
* Proficiency in Microsoft Office, including Excel, Teams, and Outlook
* Strong analytical and problem-solving skills and ability to manage multiple priorities under tight time constraints.
What makes you stand out:
* CPA licensure or candidacy
* Experience with PeopleSoft, Oracle, Essbase, or ARCs
* Prior experience in public accounting and/or the insurance industry
You can be who you are.
We are committed to a culture of diversity and inclusion that embraces the authenticity of all employees, partners and communities. We support all employees to thrive and achieve their fullest potential. What's life like at Pacific Life? Visit Instagram.com/lifeatpacificlife
#LI-TM1
Base Pay Range:
The base pay range noted represents the company's good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay.
$134,820.00 - $164,780.00
Your Benefits Start Day 1
Your wellbeing is important to Pacific Life, and we're committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we've got you covered.
* Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents
* Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off
* Paid Parental Leave as well as an Adoption Assistance Program
* Competitive 401k savings plan with company match and an additional contribution regardless of participation
EEO Statement:
Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.
$134.8k-164.8k yearly Auto-Apply 45d ago
Region Finance Manager
Baker Construction 4.5
Senior finance analyst job in Charlotte, NC
Company Name: Baker Power & Process LLC **Req ID** : 7032 **Travel:** Up to 25% **Number of Openings:** 1 Achieve more in your career with the nation's leading specialty concrete contractor. At Baker Construction, you'll be part of a team that prioritizes people, invests in their development, and offers unparalleled opportunities for professional growth. In this role, you'll be integral to building the future of our country and our company. You'll collaborate across diverse teams, have a hand in significant projects, and dive headfirst into complex challenges with the best in the industry. If you are driven to do more and have the grit to follow through, you'll have everything you need to define your career on your terms.
Make a meaningful impact with a team that values ambition and rewards initiative. Apply today and be more with Baker.
**Summary**
The **Region Finance Manager** leads all regional financial operations - partnering with project teams and Business Leaders to evaluate project performance, manage forecasts and budgets, drive critical financial activities, and deliver clear, actionable insights through regular analysis and reviews. This includes ensuring forecast accuracy, identifying risks and opportunities, and aligning financial targets with strategic and operational goals.
**Roles and Responsibilities**
The **Region Finance Manager** will perform the following duties in a safe, productive, and effective manner:
**_Financial Planning_**
+ Leads development of the annual financial plan including targets and key drivers, partnering with Region Executive team to ensure linked to strategic and operating plans. Includes recommendations that support the company's financial goals and objectives
+ _Manages quarterly forecast updates to deliver insights into changes, R&O, and gap closing plans. Ensures appropriate forecast accuracy._
**_Financial Analysis & Reporting_**
+ Delivers financial analysis with actionable insights across the markets, customers, segments, resource planning, and cost structure. Leverages CRM analysis to support goal setting.
+ Ensures cost code accuracy to facilitate quality analysis/reporting as well as follow GAAP Cogs vs SGA standards
+ Leads management financial reporting vs budget and prior periods with actionable insights at a department level. This includes ensuring clarity of performance trends and recommendations to improve results
**_Project & Admin Financial Leadership_**
+ Provides financial insights on pricing, project selection, and cash curve
+ Ensures financial targets and in-process project performance measures are effective and enabling optimal results
+ Establishes and oversees implementation of accounting controls and procedures on a regional basis. Acts as liaison between corporate accounting and operating regions
**Requirements**
+ Bachelor's degree from four-year college or university; and 8 years related experience and/or training; or equivalent combination of education and experience.
+ MBA and/or other advanced certification (CCIFP) a plus.
+ Experience with creating and distributing Power BI reports utilizing multiple data sources is a plus.
+ Experience with Scheduling software such as Primavera P6, MS Project, etc. a plus.
**The following competencies are needed to successfully perform this job:**
+ Ability to read, analyze, and interpret Accounting Technical Pronouncements, business-related periodicals, journals, and government regulations
+ Knowledgeable in Generally Accepted Accounting Principles (GAAP), specifically as pertains to construction contractors
+ Ability to write reports, business correspondence, and procedures
+ Ability to interpret a variety of instructions furnished in written, oral, diagram or schedule form
+ Ability to communicate complex financial concepts and data in both written and oral form
+ Must possess oral and written communication skills commensurate with the task of presenting complex financial concepts and data in a clear and concise manner to senior management groups of managers, clients, customers, and co-workers
+ Ability to maintain a high level of confidentiality
+ Ability to work with mathematical concepts such as probability and statistical inference
+ Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations
+ Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables
+ Understanding of Cost Accounting
+ Working knowledge of the Viewpoint Vista system
+ Ability to attain working proficiency with computers and Microsoft software programs such as Word, Excel, and Access
+ Ability to effectively present information and respond to questions from groups
+ Must possess strong customer service skills.
+ Ability to evaluate strengths and weaknesses of fellow co-workers
+ Ability to define problems, collect information, establish facts, and draw valid conclusions
+ Ability to solve practical problems and deal with a variety of variables in situations where only limited standardization exists
+ Ability to understand the correlation between individual job success to region success and overall organizational success
+ Must possess working knowledge of contracts, specifications, drawings, and scope of work
+ Ability to understand the inter-relationship between operations, cost control, accounts payables, and accounts receivables
At Baker Construction, we welcome those who are driven to make things happen. Your tenacity will be rewarded with great pay, excellent benefits, and opportunities to make your mark. This is an opportunity to own your future while working alongside co-workers who are united in our purpose to build better structures and better lives. Go further with an industry leader that puts people first, honors its word, and has the grit to achieve greatness.
Baker is an EOE Disability/Veterans Employer.
Applicants with physical and/or mental disabilities who require a reasonable accommodation for any or part of the application process may make their requests known by emailing ************************ or calling ************** and asking for HR.
$113k-165k yearly est. 41d ago
Financial Analyst II - Customer Products & Services
Duke Energy 4.4
Senior finance analyst job in Charlotte, NC
Important Application Submission Information
In order to ensure your application is successfully received before the job posting expires, please submit your application by 11:59 PM on Thursday, January 29, 2026More than a career - a chance to make a difference in people's lives.
Build an exciting, rewarding career with us - help us make a difference for millions of people every day. Consider joining the Duke Energy team, where you'll find a friendly work environment, opportunities for growth and development, recognition for your work, and competitive pay and benefits.
This FinancialAnalyst II role will have direct involvement in providing financial, planning and analysis support for the Customer Products & Services organizations. The Analyst II position provides an opportunity to get a unique view of Duke's businesses outside of the normal regulated utility operations by supporting organizations that directly drive earnings.
Employees at this level work in a self-directed manner receiving some guidance. This position works closely with business partners to analyze and report variances, trends and plans. Key activities include financial planning, managing budget development as well as monthly, year-to-date, and year-end financial analysis. The role will work with business representatives at all levels to provide the expertise/assistance necessary for the business to achieve financial success. Employees at this level work in a self-directed manner with additional guidance, interpret internal or external business issues, and recommend solutions. The Analyst II is responsible for cost management accounting, financial analysis and reporting, budget development and providing financial guidance to business partners.
Responsibilities
This role is a key contributor in the financial planning, budgeting & analysis activities for the previously mentioned organization with additional opportunities to work on special projects.
This position partners with the business lines reporting to the VP leaders to provide solutions to all financial and accounting needs.
Analysts provide technical/functional expertise in working with business partners to analyze the financial performance of the lines of business. This requires the ability to understand accounting and regulatory questions, coordinate special projects, and assist in the establishment of new products and lines of business along with other projects developed by the business.
Significantly contribute to the month-end close process which includes but is not limited to:
Posting journal entries and accruals
Performing account reconciliations
Proactively analyzing financial results for abnormalities
Providing financial results timely to business partners ensuring accurate variance explanations, watchlist items and projection changes are captured and reported to upper levels of management
Supporting the ROCR and P&L reporting processes
Respond timely to any and all ad-hoc, regulatory, audit, and other data requests.
Support the budget and business planning process including communication of budget guidance, assumptions, and timelines for assigned areas as well as providing any presentation material to aid the process.
Build relationships and promote communication with business partners and Finance peers.
Develop an in-depth knowledge of the business areas supported to anticipate needs and requirements from a financial and accounting perspective.
Act as a liaison between the business and all other finance and accounting organizations to help resolve any outstanding issues, concerns, or questions.
Coordinate and manage various projects and initiatives that arise throughout the normal course of business.
Identify, develop, and implement continuous process improvement opportunities.
Consolidate and roll-up financial results and analysis for executive level reporting.
Support the development of insight/tools and practices to enhance projection accuracy.
Actively seek to identify and meet business partner needs with a sense of urgency, taking ownership of issues and problems until resolved.
Required/Basic Qualifications
Bachelor's degree with major in Accounting/Finance or related discipline
At least two (2) plus years of increasingly diverse or complex experience in related field in addition to degree
Possesses and applies fundamental accounting and finance concepts, practices, and procedures
Experience with financial applications (i.e., PeopleSoft, HFM, PowerPlan, etc.) and query tools (WebI)
Experience using Microsoft products such as Excel, Word and Power Point
Desired Qualifications
CPA or working toward CPA
Advanced degree, preferably in Accounting
Four (4) years or more of professional work-related experience
Prior experience supporting business FP&A efforts
Knowledge of financial applications used by Duke Energy FP&A - Power Pivot, PeopleSoft, Hyperion, SAS business rules, Power Plan, OneStream, and Reporting trees
Experience interfacing effectively with VP and higher leadership
Experience with regulatory, non-regulatory, utility, and Energy Efficiency Programs
#LI-PG1
#LI-Hybrid
Additional Preferred Qualifications
Possesses and applies fundamental accounting and finance concepts, practices, and procedures
Experience with financial applications (i.e., PeopleSoft FMIS, Power Plant, etc.) and query tool (Business Objects)
Proficient using Microsoft products such as Excel, Word, and Power Point
Master's in Accounting or MBA
Professional certification (e.g., CPA, CFA)
Mobility Classification - Hybrid
Travel Requirements
5-15%Relocation Assistance Provided (as applicable) NoRepresented/Union PositionNoVisa Sponsored PositionNoPlease note that in order to be considered for this position, you must possess all of the basic/required qualifications.
Privacy
Do Not Sell My Personal Information (CA)
Terms of Use
Accessibility
$60k-82k yearly est. Auto-Apply 5d ago
Quantitative Finance Analyst - Model Developer
Insight Global
Senior finance analyst job in Charlotte, NC
The team places strong emphasis on delivering world class quantitative solutions for Front Line Unit (FLU) model owners and stakeholders through a disciplined and iterative development process. The team has responsibilities across a number of areas: - Quantitative Modeling - Develop and maintain risk and capital Models and Model Systems across Retail and GWIM product lines. Models and Model Systems provide insight into many risk areas, including loan default, exposure at default (EAD), loss given default (LGD), delinquency, prepayment, balances, pricing, risk appetite, revenues and cash flows.
- Quantitative Development - Architect, implement, maintain, improve and integrate quantitative solutions on strategic GRA platforms. Outputs include GRA libraries that perform consumer risk model calculations, analytical tools, processes and documentation. Partner in defining, adopting, and executing GRA's technical strategy.
- Risk and Capital Management Capabilities - Build best in class quantitative solutions that enable the Retail and GWIM lines of business to effectively manage risk and capital, through the application of the disciplined BAU development process that includes extensive interaction with the FLU model owners and stakeholders throughout the quantitative lifecycle.
- Infrastructure - Partner in driving forward the infrastructure to support the goals of GRA through code efficiencies, and expansion of quantitative capabilities to better leverage infrastructure and computational resources.
- Documentation - Deliver concise, quantitative documentation to inform stakeholders, meet policy requirements, and enable successful engagement in regulatory exams (e.g., CCAR, CECL) via automated, modularized, and standardized documentation and presentations
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to ********************.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: ****************************************************
Skills and Requirements
- 5+ years as a model developer (developing risk and capital models)
- Masters or PhD
- 2+ years of Spark experience
o Millions of rows and thousands of columns of data
- Proficient in Python, SQL, Pandas and Numpy
- Quantitative documentation experience with LaTex - Experience with CCAR and CECL
$66k-105k yearly est. 21d ago
Financial Analyst
CPI Security 4.7
Senior finance analyst job in Charlotte, NC
Job Description
Headquartered in Charlotte, North Carolina, CPI Security was founded in 1991 on an entrepreneurial spirit and a passion for helping and protecting others. What started as a company of 10 employees and 300 customers has grown into one of the nation's top 10 largest security providers with over 750 employees. Over the years, CPI has received many awards for excellence, such as twice-awarded SDM Dealer of the Year, Central Station of the Year, and the Marvel Award. The company leads the industry in alarm response times, is consistently ranked in the top 10 of electronic security businesses and is widely known as North Carolina and South Carolina's Top 25 Best Places to Work.
Position Summary:
The Finance team is focused on delivering and developing key financial metrics for the organization. The FP&A Analyst plays a critical role in driving financial insight, supporting strategic decision-making, and enhancing overall business performance. This position partners closely with department leaders and senior executives to develop budgets, forecasts, and performance metrics that align with the company's strategic goals. The ideal candidate will have a strong analytical mindset, a deep understanding of financial modeling, and the curiosity to explore the business drivers behind the numbers.
Essential Functions
Partner with department and executive leaders to develop annual budgets and long-term financial forecasts
Lead monthly financial reporting, including analysis and redesign of departmental P&L statements
Provide detailed variance analysis and explain performance drivers to business partners and leadership
Conduct profitability and scenario analyses for new business opportunities, pricing strategies, and strategic initiatives
Support company-wide financial planning processes by creating and maintaining forecasting models
Analyze key performance indicators (KPIs) to identify trends, risks, and opportunities for improvement
Deliver actionable insights through clear, data-driven presentations and reports
Participate in ad hoc projects and provide analytical support for strategic business decisions
Knowledge, Skills and Abilities Required
Analytical Expertise: Strong ability to interpret and synthesize complex financial data into meaningful insights
Financial Modeling: Advanced modeling and reporting skills, with the ability to simplify and visualize complex data sets
Technical Proficiency: Expert in Microsoft Excel and PowerPoint. Experience in Tableau, Net Suite, and Snowflake not needed but preferred
Strategic Thinking: Ability to influence business decisions and support both short- and long-term financial planning
Communication: Skilled at presenting financial information clearly to both financial and non-financial stakeholders
Detail-Oriented: High degree of accuracy and consistency in reporting and analysis
Other Experience Required
4-year degree in Accounting, Finance or Mathematics background, MBA plus
Minimum three years experience working in corporate finance
Proficient in MS Office, PowerPoint, and Excel
General understanding of a P&L
Great Plains and Management Reporter experience preferred
SQL experience preferred
The Perks
Compensation range from $90,000-$110,000
Great medical, dental, vision, short- & long-term disability and life insurance options
Company paid holidays, floating holiday, and paid time off (PTO)
401(k) plan with competitive company match
Eligible for free monitored security system after 90 days
Education assistance - we encourage and support our employees who want to improve their skills and further their education
Engaging and fun company culture that's made up of a diverse group of people
Volunteer and community engagement opportunities. CPI partners with organizations that share our mission to save and improve lives, particularly focusing on underserved communities.
An on-site café, coffee/smoothie bar, walking trail, basketball court, and state-of-the-art fitness facility with a dedicated Fitness staff
Birthday and Work Anniversary Rewards
CPI is an Equal Opportunity Employer and prohibits discrimination and harassment of any kind. All employment decisions at CPI are based on business needs, job requirements and individual qualifications, without regard to race, color, religion, age, family or parental status, or any other status protected by the laws or regulations in the locations where we operate.
$90k-110k yearly 12d ago
Quantitative Financial Analyst
Bank of America 4.7
Senior finance analyst job in Charlotte, NC
New York, New York;Atlanta, Georgia; Newark, Delaware; Charlotte, North Carolina; Dallas, Texas; Pennington, New Jersey; Wilmington, Delaware **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.**
Acknowledge (***************************************************************************************************
**:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Job Description:**
This job is responsible for conducting auditing activities of model risk management across the company and for specific business units or control functions. Key responsibilities include leading the audit assessment of effectiveness of controls supporting the model life cycle including model governance, development, validation, on-going monitoring, and model change management. Job expectations may include the ability to influence management's strategic direction and actions to strengthen the model risk control environment.
**Responsibilities:**
+ Conducts audit assessment of effectiveness of controls supporting the model life cycle including model governance, development, validation, on-going monitoring, and model change management.
+ Performs review of model development analysis and on-going model performance testing to assess the conceptual soundness of the model methodology, reasonableness of the model assumptions and the completeness and accuracy of the model testing.
+ Conducts review the model validation analysis to assess the effectiveness of the model validation process. Assesses the completeness and reasonableness of the model assumptions, limitations and independent model testing.
+ Provides insightful challenges to management, identifies control deficiencies or enhancement opportunities, conducts root cause investigation, documents and reports audit findings.
+ Works closely with teammates from multiple internal audit teams to ensure a comprehensive coverage of model uses across the various lines of business of control functions.
+ Works closely with model stakeholders and senior management with regard to communication of audit assessment outcomes.
**Required Qualifications:**
+ Bachelor's Degree or above in a quantitative discipline such as Mathematics, Statistics, Finance, Economics, Engineering, or Science
+ 5+ years of industry experience relating to financial modelling and model uses, particularly in trading models, market risk models and Counterparty Credit Risk models
+ Familiar with regulations and regulatory guidance on model risk management
**Desired Qualifications:**
+ Master's degree or above
+ Prior auditing background preferred
**Skills:**
+ Critical Thinking
+ QuantitativeDevelopment/Validation
+ Risk Analytics
+ Risk Modeling
+ Technical Documentation
+ Collaboration
+ Problem Solving
+ Risk Management
+ Data Modeling and Trend Analysis
+ Written Communications
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$80k-125k yearly est. 60d+ ago
Temp to Perm :: Financial Analyst
Collabera 4.5
Senior finance analyst job in Davidson, NC
Collabera is the largest minority-owned Information Technology (IT) staffing firm in the U.S., with more than $525 million in sales revenue and a global presence that represents approximately 10,000 professionals across North America (U.S., Canada), Asia Pacific (India, Philippines, Singapore, Malaysia) and the United Kingdom. We support our clients with a strong recruitment model and a sincere commitment to their success, which is why more than 75% of our clients rank us amongst their top three staffing suppliers.
Not only are we committed to meeting and exceeding our customer's needs, but we are committed to our employees' satisfaction as well. We believe our employees are the cornerstone of our success and we make every effort to ensure their satisfaction throughout their tenure with Collabera. As a result of these efforts, we have been recognized by Staffing Industry Analysts (SIA) as the “Best Staffing Firm to Work For” for four consecutive years since 2012. With over forty offices globally and a presence in seven countries, Collabera provides staff augmentation, managed services and direct placement services to Global 2000 Corporations. Collabera is ranked amongst the top 10 IT staffing firms in the U.S., and for the past 24 years we have continued to grow rapidly year after year.
For consultants and employees, Collabera offers an enriching experience that promotes career growth and lifelong learning. Visit ***************** to learn more about our latest job openings.
Awards and Recognitions
--Staffing Industry Analysts: Best Staffing Firm to Work For (2015, 2014, 2013, 2012)
--Staffing Industry Analysts: Largest U.S. Staffing Firms (2015, 2014, 2013)
--Staffing Industry Analysts: Largest Minority Owned IT Staffing Firm in the US.
Job Description
Job Details:
Job Title: FinancialAnalyst 2
Location: Davidson, NC
Duration: 3 months (Temp to Perm)
Summary of Position:
Gather and analyze financial information; will typically conduct quantitative analyses of information affecting investment programs of public or private institutions.
Major Job Duties and Responsibilities:
Assemble spreadsheets and draw charts and graphs used to illustrate technical reports.
Analyze financial information to produce forecast of business, industry and economic conditions for use in making investment decisions.
Interpret data affecting investment programs, such as price, yield, stability and future trends in investment risks
Knowledge of pivot tables Knowledge of forecasting Ability to learn to use LawTrac database to prepare/run reports regarding outside legal counsel spend
Skills and Competencies:
Verbal and written communication skills, attention to detail, and critical thinking.
Ability to work independently and manage ones time.
Ability to analyze business trends and project future revenues and expenses (Typically required).
Knowledge of economic and accounting principles, the financial markets, and reporting of financial data (Typically required). Knowledge of federal, state, and company policies, procedures and regulations as related to accounting.
Previous experience with computer applications, such as MS Word, Excel and PowerPoint, and any other related financial software.
Qualifications
Education/Experience:
Bachelor's degree in accounting or related financial discipline required. An advanced degree in a financial discipline is preferred.
2 to 4 years financial and/or accounting experience required.
Additional Information
To know more about this position, please contact:
Ujjwal Mane
************
****************************
$61k-85k yearly est. Easy Apply 60d+ ago
Finance Analyst
Artech Information System 4.8
Senior finance analyst job in Charlotte, NC
Artech is the 10th Largest IT Staffing Company in the US, according to Staffing Industry Analysts' 2012 annual report. Artech provides technical expertise to fill gaps in clients' immediate skill-sets availability, deliver emerging technology skill-sets, refresh existing skill base, allow for flexibility in project planning and execution phases, and provide budgeting/financial flexibility by offering contingent labor as a variable cost.
Job Description
Position: FinanceAnalyst
Location: RTP (Research Triangle Park), NC, United States
Duration:1year
5+ years experience Prepare, review and analyse all Month End schedules/reports and provide detailed variance analysis and supporting commentary. Perform KPI analysis for line managers, provide financial advice and support to non-financial customer groups.
Liase with external business partners to ensure accuracy of analysis. Undertake profit and loss/balance sheet analysis.
Qualifications
Position: FinanceAnalyst
Additional Information
For more information, Please contact
Shubham
**********
$50k-69k yearly est. 60d+ ago
Director, Financial Planning and Analysis
Shoe Carnival, Inc. 4.4
Senior finance analyst job in Fort Mill, SC
Shoe Carnival (NASDAQ: SCVL) seeks a Director of FP&A to lead financial planning, forecasting, and strategic analysis. This role reports directly to a Vice President and serves as a key partner to the executive team in driving business performance and supporting strategic decision-making. The position is based at our Fort Mill, SC headquarters.
The company is executing a significant transformation-rebranding stores to the Shoe Station banner, pursuing M&A to become the nation's leading family footwear retailer, and building a new finance team. This role requires someone who can build FP&A capabilities while delivering immediate value to the business.
The Director, FP&A leads financial planning and analysis for Shoe Carnival, Inc., providing strategic financial insights to support the company's growth and M&A strategy. Oversees budgeting, forecasting, and business analytics.
Key Responsibilities
• Lead annual budgeting process and monthly forecasting cycles
• Be a key contributor in the planning and execution of the monthly S&OP meetings
• Develop and present financial analyses to executive leadership
• Lead month-end financial close variance analysis
• Build financial models to support M&A due diligence and acquisition analysis
• Provide store-level financial analytics including new store proformas
• Create and maintain KPI dashboards and management reporting
• Partner with operations on strategic initiatives and business cases
• Support investor relations with earnings materials and presentations
• Manage and develop FP&A team of two analysts
• Drive process improvements in planning and reporting systems
• Analyze industry trends and competitive dynamics
Required Qualifications
• Bachelor's degree in Finance, Accounting, or related field; MBA preferred
• 8+ years of progressive FP&A experience with 3+ years leadership
• Retail industry experience strongly preferred
• Advanced financial modeling and analytical skills
• Experience with M&A analysis and integration
• Strong presentation skills
Who You Are
Beyond technical FP&A skills, we're looking for someone who embodies these attributes:
Business Partnership: You're not just a number cruncher-you're a strategic partner. You understand retail operations, you speak the language of merchandising and store leaders, and you translate financial analysis into business action.
Critical Thinking: You question assumptions in forecasts and budgets. You identify the drivers that really matter and challenge plans that don't hold up to scrutiny.
Curiosity: You want to understand why numbers move, not just report that they moved. You dig into store performance, ask questions about customer trends, and connect financial results to operational reality.
Ownership Mentality: You own the forecast and take accountability for its accuracy. You don't just consolidate inputs from the business-you challenge, refine, and commit to a point of view.
Prioritization Judgment: You know the difference between analysis that drives decisions and analysis that sits in a deck. You focus your energy where it creates value.
Resourcefulness: You build with what you have. If the data isn't perfect or the tools are limited, you find ways to get to actionable answers anyway.
Self-Direction: You don't wait to be told what analysis to run. You see what the business needs, anticipate questions leadership will ask, and proactively deliver insights.
Adaptability: You can shift from long-range planning to urgent ad-hoc analysis to acquisition modeling. You stay effective when priorities change rapidly.
About Shoe Carnival
Shoe Carnival, Inc. (NASDAQ: SCVL) is one of the nation's largest family footwear retailers, operating 430+ stores across 35 states under the Shoe Carnival, Shoe Station, and Rogan's banners. Headquartered in Fort Mill, SC, the company is executing an ambitious growth strategy including a major rebanner initiative and strategic M&A to become the nation's leading family footwear retailer.
The company maintains a strong balance sheet with no debt and approximately $150 million in cash and marketable securities. We offer competitive compensation, comprehensive benefits, and the opportunity to build something meaningful in a high-growth, transformational environment.
Shoe Carnival is an equal opportunity employer.
$107k-153k yearly est. 4d ago
Finance Analyst
PSA Airlines 4.9
Senior finance analyst job in Charlotte, NC
Let your career
take off
with PSA Airlines
About PSA
PSA Airlines, a wholly owned subsidiary of American Airlines, offers unparalleled opportunities for growth and professional development. We value teamwork, diversity, and inclusivity and strive to create a safe, respectful, and happy work environment for our more than 4,000 employees. Our company culture, known as The PSA Way, is our foundation for operation and fosters stability, growth and a focus on the future while always placing safety at the forefront of everything we do. We are driven in our goals and achievements, eager to be better. We are reliable to one another and accountable for our actions. And we are caring in our daily interactions, with teammates, colleagues, and customers. Join our team to enjoy comprehensive benefits, including travel privileges on the American Airlines global network, so you can explore new destinations and create unforgettable memories with family and friends.
Benefits
PSA offers the benefits you expect from a company focused on excellence. All eligible team members enjoy a comprehensive benefits package, including:
Travel privileges on the American Airlines global network
A generous vacation plan designed to let you enjoy your travel perks
401(k) with company match
American Airlines Group (AAG) profit-sharing and bonus opportunities
A choice of three health plan options, all with nationwide coverage with the UnitedHealthcare Choice Plus network
Premium dental coverage
Vision plan options provided, including a plan that covers both glasses and contacts every year
Benefits navigation services, including finding a doctor, scheduling an appointment, understanding your medical bills, and free second opinion services
Access to 24-hour virtual urgent care services
Family planning and fertility treatment
LGBTQ+ friendly services including gender affirming care, assistance finding knowledgeable providers, and family planning
Company-paid Life and AD&D Insurance, Short-term and Long-term Disability, and supplemental life insurance options for spouses and dependent children
Flexible Spending Accounts for both Health Care and Dependent Care services
Comprehensive Employee Assistance Program providing a range of services, including 5 free in-person sessions with a health care professional
Responsibilities Position Summary
The FinanceAnalyst assists in the design and implementation of the company's comprehensive strategic financial plan. Tracks financial and productivity performance, and is involved with financial forecasting, development of operating and capital plans, staffing analysis, cost reduction and process improvement strategies.
Job Responsibilities
Development of the annual operating budget and models used to forecast operating expenditures.
Coordinates near and long-term planning activities to ensure consistency and compliance with corporate American Airlines action plans.
Evaluates competitive strategies and industry trends to determine impact on current or contemplated action plans.
Assists management during labor negotiations by developing and utilizing costing models to determine the financial impact of union and company economic proposals.
Creates business cases and financial analysis for capital proposals in order to secure capital funding.
Coordinates annual capital plan process and tracks actual and forecasted capital spending on current/future projects.
Completes monthly financial close and the review of business expenses.
Presents results to senior management in a clear and concise manner.
Performs other duties as assigned to support the efficient operation of the department and company.
Responsible for the Company's Security and Safety Management System (SMS) and associated Safety Risk Management and Safety Assurance outputs.
Performs other duties as assigned.
Position Specifics Qualifications
Bachelor's degree in Finance/Economics/Accounting.
Proficient computer skills: Microsoft Excel.
Ability to speak/read/write in English.
If hired, must be able to demonstrate that you are authorized to work in the U.S.
Preferred
Previous work experience in the financial field.
Additional Information
Delegation: In absence, responsibilities delegated to Assistant Director of Finance and Analysis.
Authorities: None.
Supervisory Responsibility: This is not a supervisory position.
Work Environment: This job operates approximately 90% of the time inside a climate-controlled building and approximately 10% of the time outside in all types of weather. This role routinely uses standard office equipment such as computers, telephones, photocopiers, facsimile machines and filing cabinets.
Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to talk or hear. This is largely a sedentary role; however, the employee is frequently required to stand; walk; climb up and down stairs; lift weight up to 25 lbs; use hands to handle or feel; and reach with hands and arms.
Security Clearance: All employees are required to pass the fingerprint-based criminal history records check (CHRC) per 49CFR1542.209.
AAP/EEO Statement: PSA Airlines is an equal opportunity employer; qualified applicants are considered for and treated during employment without regard to race, color, creed, religion, sex (including pregnancy, gender identity and sexual orientation), national origin, citizenship status, age, disability, genetic information, protected veteran status or any other characteristic protected by law.
Other Duties: Please note this job description is not designated to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
$65k-98k yearly est. Auto-Apply 60d+ ago
Region Finance Manager
Baker Concrete Construction 4.5
Senior finance analyst job in Charlotte, NC
Travel: Up to 25% Number of Openings: 1 Achieve more in your career with the nation's leading specialty concrete contractor. At Baker Construction, you'll be part of a team that prioritizes people, invests in their development, and offers unparalleled opportunities for professional growth. In this role, you'll be integral to building the future of our country and our company. You'll collaborate across diverse teams, have a hand in significant projects, and dive headfirst into complex challenges with the best in the industry. If you are driven to do more and have the grit to follow through, you'll have everything you need to define your career on your terms.
Make a meaningful impact with a team that values ambition and rewards initiative. Apply today and be more with Baker.
Summary
The Region Finance Manager leads all regional financial operations - partnering with project teams and Business Leaders to evaluate project performance, manage forecasts and budgets, drive critical financial activities, and deliver clear, actionable insights through regular analysis and reviews. This includes ensuring forecast accuracy, identifying risks and opportunities, and aligning financial targets with strategic and operational goals.
Roles and Responsibilities
The Region Finance Manager will perform the following duties in a safe, productive, and effective manner:
Financial Planning
* Leads development of the annual financial plan including targets and key drivers, partnering with Region Executive team to ensure linked to strategic and operating plans. Includes recommendations that support the company's financial goals and objectives
* Manages quarterly forecast updates to deliver insights into changes, R&O, and gap closing plans. Ensures appropriate forecast accuracy.
Financial Analysis & Reporting
* Delivers financial analysis with actionable insights across the markets, customers, segments, resource planning, and cost structure. Leverages CRM analysis to support goal setting.
* Ensures cost code accuracy to facilitate quality analysis/reporting as well as follow GAAP Cogs vs SGA standards
* Leads management financial reporting vs budget and prior periods with actionable insights at a department level. This includes ensuring clarity of performance trends and recommendations to improve results
Project & Admin Financial Leadership
* Provides financial insights on pricing, project selection, and cash curve
* Ensures financial targets and in-process project performance measures are effective and enabling optimal results
* Establishes and oversees implementation of accounting controls and procedures on a regional basis. Acts as liaison between corporate accounting and operating regions
Requirements
* Bachelor's degree from four-year college or university; and 8 years related experience and/or training; or equivalent combination of education and experience.
* MBA and/or other advanced certification (CCIFP) a plus.
* Experience with creating and distributing Power BI reports utilizing multiple data sources is a plus.
* Experience with Scheduling software such as Primavera P6, MS Project, etc. a plus.
The following competencies are needed to successfully perform this job:
* Ability to read, analyze, and interpret Accounting Technical Pronouncements, business-related periodicals, journals, and government regulations
* Knowledgeable in Generally Accepted Accounting Principles (GAAP), specifically as pertains to construction contractors
* Ability to write reports, business correspondence, and procedures
* Ability to interpret a variety of instructions furnished in written, oral, diagram or schedule form
* Ability to communicate complex financial concepts and data in both written and oral form
* Must possess oral and written communication skills commensurate with the task of presenting complex financial concepts and data in a clear and concise manner to senior management groups of managers, clients, customers, and co-workers
* Ability to maintain a high level of confidentiality
* Ability to work with mathematical concepts such as probability and statistical inference
* Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations
* Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables
* Understanding of Cost Accounting
* Working knowledge of the Viewpoint Vista system
* Ability to attain working proficiency with computers and Microsoft software programs such as Word, Excel, and Access
* Ability to effectively present information and respond to questions from groups
* Must possess strong customer service skills.
* Ability to evaluate strengths and weaknesses of fellow co-workers
* Ability to define problems, collect information, establish facts, and draw valid conclusions
* Ability to solve practical problems and deal with a variety of variables in situations where only limited standardization exists
* Ability to understand the correlation between individual job success to region success and overall organizational success
* Must possess working knowledge of contracts, specifications, drawings, and scope of work
* Ability to understand the inter-relationship between operations, cost control, accounts payables, and accounts receivables
At Baker Construction, we welcome those who are driven to make things happen. Your tenacity will be rewarded with great pay, excellent benefits, and opportunities to make your mark. This is an opportunity to own your future while working alongside co-workers who are united in our purpose to build better structures and better lives. Go further with an industry leader that puts people first, honors its word, and has the grit to achieve greatness.
Baker is an EOE Disability/Veterans Employer.
Applicants with physical and/or mental disabilities who require a reasonable accommodation for any or part of the application process may make their requests known by emailing ************************ or calling ************** and asking for HR.
Nearest Major Market: Charlotte
$113k-165k yearly est. 40d ago
Senior Fixed Income Investment Operations Analyst
Pacific Life 4.5
Senior finance analyst job in Charlotte, NC
Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead - our policyholders count on us to be there when it matters most. It's a big ask, but it's one that we have the power to deliver when we work together. We collaborate and innovate - pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it's the right thing to do. Pacific Life is more than a job, it's a career with purpose. It's a career where you have the support, balance, and resources to make a positive impact on the future - including your own.
We're actively seeking a talented Senior Fixed Income Investment Operations Analyst to join our Fixed Income Operations team in Charlotte, NC. The team provides full Operational, Middle Office support to Portfolio Management, Credit Analysis and Pension Risk Transfer teams.
As a Senior Fixed Income Investment Operations Analyst, you'll play a critical role in supporting Investment Operations through the accurate, timely, and comprehensive management of Security Master File (SMF) data. This role ensures the integrity of investment data across trading platforms, investment accounting systems, and external data sources including third-party investment managers and custodians. The ideal candidate will be a data-driven professional with a passion for data governance, operational efficiency, and cross-functional collaboration.
How you'll help move us forward:
Perform daily reconciliation of Security Master data across internal and external systems.
Track and maintain updates to security attributes including coupons, schedules, ratings, and payment terms.
Research and resolve discrepancies between trading and accounting systems.
Leverage querying tools to extract and analyze targeted security details.
Run automated validation checks to identify and address data quality issues.
Create and maintain reports to identify missing or inconsistent data.
Collaborate with Operations, Accounting & Reporting (A&R), Enterprise Risk Management (ERM), and other teams to ensure data accuracy.
Produce timely and accurate 'gold-copy' investment data across assigned domains.
Execute and analyze daily and periodic data quality control queries.
Troubleshoot and resolve data feed issues, escalating when necessary.
Support regulatory and internal reporting requirements.
Identify process improvement opportunities and implement solutions to enhance data quality and operational efficiency.
Conduct root cause analysis of data errors and implement corrective actions.
Develop deep knowledge of assigned funds and securities to support global operational processes.
Participate in system testing, monitoring, and project-related activities.
Create, maintain, and enhance procedures and workflows to support data integrity and compliance.
Monitor end-of-day processing to ensure accurate data flow to downstream systems.
Provide support for ad hoc requests and coverage for team responsibilities as needed.
The experience you bring:
5+ years of experience in investment operations or other investment-related role
Hands on experience maintaining and reconciling Security Master data
College degree in finance, accounting, or equivalent work experience.
Working knowledge of the following systems: Bloomberg, Excel, Business Objects, ePAM, MS Office Suite
Proficiency in data querying tools (e.g., SQL, Python, Excel).
Substantial experience with trading platforms, investment accounting systems, and custodian data feeds.
Excellent analytical, problem-solving, and organizational skills.
Strong communication and interpersonal skills with the ability to collaborate across teams.
Demonstrate ownership and accountability for data accuracy and integrity.
Work effectively across departments and with external partners.
Manage multiple priorities and adapts to changing business needs.
Ensure high-quality outputs and thorough analysis.
What will make you stand out:
Experience with data governance frameworks and data quality initiatives.
Familiarity with regulatory reporting requirements.
Knowledge of data visualization tools (e.g., Power BI, Tableau).
Project management experience including documenting requirements
Expertise in Corporate Action Events
You can be who you are.
People come first here. We're committed to an inclusive workforce. Learn more about how we create a welcoming work environment at ******************** What's life like at Pacific Life? Visit Instagram.com/lifeatpacificlife.
#LI-AJ1
Base Pay Range:
The base pay range noted represents the company's good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay.
$43.97 - $53.74
Your Benefits Start Day 1
Your wellbeing is important to Pacific Life, and we're committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we've got you covered.
Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents
Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off
Paid Parental Leave as well as an Adoption Assistance Program
Competitive 401k savings plan with company match and an additional contribution regardless of participation
You Can Be Who You Are
We are committed to a culture of diversity and inclusion that embraces the authenticity of all employees, partners and communities. We support all employees to thrive and achieve their fullest potential.
What's life like at Pacific Life? Visit Instagram.com/lifeatpacificlife
EEO Statement:
Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.
$66k-108k yearly est. Auto-Apply 1d ago
Financial Analyst
CPI Security 4.7
Senior finance analyst job in Charlotte, NC
Headquartered in Charlotte, North Carolina, CPI Security was founded in 1991 on an entrepreneurial spirit and a passion for helping and protecting others. What started as a company of 10 employees and 300 customers has grown into one of the nation's top 10 largest security providers with over 750 employees. Over the years, CPI has received many awards for excellence, such as twice-awarded SDM Dealer of the Year, Central Station of the Year, and the Marvel Award. The company leads the industry in alarm response times, is consistently ranked in the top 10 of electronic security businesses and is widely known as North Carolina and South Carolina's Top 25 Best Places to Work.
Position Summary:
The Finance team is focused on delivering and developing key financial metrics for the organization. The FP&A Analyst plays a critical role in driving financial insight, supporting strategic decision-making, and enhancing overall business performance. This position partners closely with department leaders and senior executives to develop budgets, forecasts, and performance metrics that align with the company's strategic goals. The ideal candidate will have a strong analytical mindset, a deep understanding of financial modeling, and the curiosity to explore the business drivers behind the numbers.
Essential Functions
Partner with department and executive leaders to develop annual budgets and long-term financial forecasts
Lead monthly financial reporting, including analysis and redesign of departmental P&L statements
Provide detailed variance analysis and explain performance drivers to business partners and leadership
Conduct profitability and scenario analyses for new business opportunities, pricing strategies, and strategic initiatives
Support company-wide financial planning processes by creating and maintaining forecasting models
Analyze key performance indicators (KPIs) to identify trends, risks, and opportunities for improvement
Deliver actionable insights through clear, data-driven presentations and reports
Participate in ad hoc projects and provide analytical support for strategic business decisions
Knowledge, Skills and Abilities Required
Analytical Expertise: Strong ability to interpret and synthesize complex financial data into meaningful insights
Financial Modeling: Advanced modeling and reporting skills, with the ability to simplify and visualize complex data sets
Technical Proficiency: Expert in Microsoft Excel and PowerPoint. Experience in Tableau, Net Suite, and Snowflake not needed but preferred
Strategic Thinking: Ability to influence business decisions and support both short- and long-term financial planning
Communication: Skilled at presenting financial information clearly to both financial and non-financial stakeholders
Detail-Oriented: High degree of accuracy and consistency in reporting and analysis
Other Experience Required
4-year degree in Accounting, Finance or Mathematics background, MBA plus
Minimum three years experience working in corporate finance
Proficient in MS Office, PowerPoint, and Excel
General understanding of a P&L
Great Plains and Management Reporter experience preferred
SQL experience preferred
The Perks
Compensation range from $90,000-$110,000
Great medical, dental, vision, short- & long-term disability and life insurance options
Company paid holidays, floating holiday, and paid time off (PTO)
401(k) plan with competitive company match
Eligible for free monitored security system after 90 days
Education assistance - we encourage and support our employees who want to improve their skills and further their education
Engaging and fun company culture that's made up of a diverse group of people
Volunteer and community engagement opportunities. CPI partners with organizations that share our mission to save and improve lives, particularly focusing on underserved communities.
An on-site café, coffee/smoothie bar, walking trail, basketball court, and state-of-the-art fitness facility with a dedicated Fitness staff
Birthday and Work Anniversary Rewards
CPI is an Equal Opportunity Employer and prohibits discrimination and harassment of any kind. All employment decisions at CPI are based on business needs, job requirements and individual qualifications, without regard to race, color, religion, age, family or parental status, or any other status protected by the laws or regulations in the locations where we operate.
$90k-110k yearly Auto-Apply 13d ago
Quantitative Financial Analyst
Bank of America Corporation 4.7
Senior finance analyst job in Charlotte, NC
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for conducting auditing activities of model risk management across the company and for specific business units or control functions. Key responsibilities include leading the audit assessment of effectiveness of controls supporting the model life cycle including model governance, development, validation, on-going monitoring, and model change management. Job expectations may include the ability to influence management's strategic direction and actions to strengthen the model risk control environment.
Responsibilities:
* Conducts audit assessment of effectiveness of controls supporting the model life cycle including model governance, development, validation, on-going monitoring, and model change management.
* Performs review of model development analysis and on-going model performance testing to assess the conceptual soundness of the model methodology, reasonableness of the model assumptions and the completeness and accuracy of the model testing.
* Conducts review the model validation analysis to assess the effectiveness of the model validation process. Assesses the completeness and reasonableness of the model assumptions, limitations and independent model testing.
* Provides insightful challenges to management, identifies control deficiencies or enhancement opportunities, conducts root cause investigation, documents and reports audit findings.
* Works closely with teammates from multiple internal audit teams to ensure a comprehensive coverage of model uses across the various lines of business of control functions.
* Works closely with model stakeholders and senior management with regard to communication of audit assessment outcomes.
Required Qualifications:
* Bachelor's Degree or above in a quantitative discipline such as Mathematics, Statistics, Finance, Economics, Engineering, or Science
* 5+ years of industry experience relating to financial modelling and model uses, particularly in trading models, market risk models and Counterparty Credit Risk models
* Familiar with regulations and regulatory guidance on model risk management
Desired Qualifications:
* Master's degree or above
* Prior auditing background preferred
Skills:
* Critical Thinking
* Quantitative Development/Validation
* Risk Analytics
* Risk Modeling
* Technical Documentation
* Collaboration
* Problem Solving
* Risk Management
* Data Modeling and Trend Analysis
* Written Communications
Shift:
1st shift (United States of America)
Hours Per Week:
40
$80k-125k yearly est. 43d ago
Temp to Perm :: Financial Analyst
Collabera 4.5
Senior finance analyst job in Davidson, NC
Collabera is the largest minority-owned Information Technology (IT) staffing firm in the U.S., with more than $525 million in sales revenue and a global presence that represents approximately 10,000 professionals across North America (U.S., Canada), Asia Pacific (India, Philippines, Singapore, Malaysia) and the United Kingdom. We support our clients with a strong recruitment model and a sincere commitment to their success, which is why more than 75% of our clients rank us amongst their top three staffing suppliers.
Not only are we committed to meeting and exceeding our customer's needs, but we are committed to our employees' satisfaction as well. We believe our employees are the cornerstone of our success and we make every effort to ensure their satisfaction throughout their tenure with Collabera. As a result of these efforts, we have been recognized by Staffing Industry Analysts (SIA) as the “Best Staffing Firm to Work For” for four consecutive years since 2012. With over forty offices globally and a presence in seven countries, Collabera provides staff augmentation, managed services and direct placement services to Global 2000 Corporations. Collabera is ranked amongst the top 10 IT staffing firms in the U.S., and for the past 24 years we have continued to grow rapidly year after year.
For consultants and employees, Collabera offers an enriching experience that promotes career growth and lifelong learning. Visit ***************** to learn more about our latest job openings.
Awards and Recognitions
--Staffing Industry Analysts: Best Staffing Firm to Work For (2015, 2014, 2013, 2012)
--Staffing Industry Analysts: Largest U.S. Staffing Firms (2015, 2014, 2013)
--Staffing Industry Analysts: Largest Minority Owned IT Staffing Firm in the US.
Job Description
Job Details:
Job Title: FinancialAnalyst 2
Location:
Davidson, NC
Duration: 3 months (Temp to Perm)
Summary of Position:
Gather and analyze financial information; will typically conduct quantitative analyses of information affecting investment programs of public or private institutions.
Major Job Duties and Responsibilities:
Assemble spreadsheets and draw charts and graphs used to illustrate technical reports.
Analyze financial information to produce forecast of business, industry and economic conditions for use in making investment decisions.
Interpret data affecting investment programs, such as price, yield, stability and future trends in investment risks
Knowledge of pivot tables Knowledge of forecasting Ability to learn to use LawTrac database to prepare/run reports regarding outside legal counsel spend
Skills and Competencies:
Verbal and written communication skills, attention to detail, and critical thinking.
Ability to work independently and manage ones time.
Ability to analyze business trends and project future revenues and expenses (Typically required).
Knowledge of economic and accounting principles, the financial markets, and reporting of financial data (Typically required). Knowledge of federal, state, and company policies, procedures and regulations as related to accounting.
Previous experience with computer applications, such as MS Word, Excel and PowerPoint, and any other related financial software.
Qualifications
Education/Experience:
Bachelor's degree in accounting or related financial discipline required. An advanced degree in a financial discipline is preferred.
2 to 4 years financial and/or accounting experience required.
Additional Information
To know more about this position, please contact:
Ujjwal Mane
************
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How much does a senior finance analyst earn in Concord, NC?
The average senior finance analyst in Concord, NC earns between $60,000 and $104,000 annually. This compares to the national average senior finance analyst range of $62,000 to $110,000.
Average senior finance analyst salary in Concord, NC