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Senior finance analyst jobs in North Carolina

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  • Agency Finance Manager

    Capital One 4.7company rating

    Senior finance analyst job in Charlotte, NC

    Senior Data Engineer (Bank Tech) Do you love building and pioneering in the technology space? Do you enjoy solving complex business problems in a fast-paced, collaborative,inclusive, and iterative delivery environment? At Capital One, you'll be part of a big group of makers, breakers, doers and disruptors, who solve real problems and meet real customer needs. We are seeking Data Engineers who are passionate about marrying data with emerging technologies. As a Capital One Data Engineer, you'll have the opportunity to be on the forefront of driving a major transformation within Capital One. What You'll Do: Collaborate with and across Agile teams to design, develop, test, implement, and support technical solutions in full-stack development tools and technologies Work with a team of developers with deep experience in machine learning, distributed microservices, and full stack systems Utilize programming languages like Java, Scala, Python and Open Source RDBMS and NoSQL databases and Cloud based data warehousing services such as Redshift and Snowflake Share your passion for staying on top of tech trends, experimenting with and learning new technologies, participating in internal & external technology communities, and mentoring other members of the engineering community Collaborate with digital product managers, and deliver robust cloud-based solutions that drive powerful experiences to help millions of Americans achieve financial empowerment Perform unit tests and conduct reviews with other team members to make sure your code is rigorously designed, elegantly coded, and effectively tuned for performance Basic Qualifications: Bachelor's Degree At least 3 years of experience in application development (Internship experience does not apply) At least 1 year of experience in big data technologies Preferred Qualifications: 5+ years of experience in application development including Python, SQL, Scala, or Java 2+ years of experience with a public cloud (AWS, Microsoft Azure, Google Cloud) 3+ years experience with Distributed data/computing tools (MapReduce, Hadoop, Hive, EMR, Kafka, Spark, Gurobi, or MySQL) 2+ year experience working on real-time data and streaming applications 2+ years of experience with NoSQL implementation (Mongo, Cassandra) 2+ years of data warehousing experience (Redshift or Snowflake) 3+ years of experience with UNIX/Linux including basic commands and shell scripting 2+ years of experience with Agile engineering practices At this time, Capital One will not sponsor a new applicant for employment authorization, or offer any immigration related support for this position (i.e. H1B, F-1 OPT, F-1 STEM OPT, F-1 CPT, J-1, TN, or another type of work authorization). The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. McLean, VA: $158,600 - $181,000 for Senior Data Engineer Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter. This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. This role is expected to accept applications for a minimum of 5 business days.No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at ************** or via email at RecruitingAccommodation@capitalone.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. For technical support or questions about Capital One's recruiting process, please send an email to ********************** Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site. Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
    $158.6k-181k yearly 1d ago
  • Financial Analyst

    Stevendouglas 4.1company rating

    Senior finance analyst job in Morrisville, NC

    *** You must currently reside within 20 miles of Morrisville, NC to be considered for this role. *** A growing, PE-backed healthcare organization with strong backing and ongoing acquisitions is seeking a Financial Analyst to support its expanding finance function. This newly created role is designed for someone eager to learn the business, collaborate with leaders, and take ownership of critical financial processes. The Opportunity: This is a hands-on position with direct exposure to senior leadership across the organization. You'll support the monthly close, perform financial analysis, and help build reporting for multiple business units. The environment moves quickly, welcomes new ideas, and offers opportunities to shape processes as the company scales. This is an ideal role for someone inquisitive, analytical, and motivated to grow. What You'll Do: • Manage monthly financial close procedures for multiple entities • Perform first-level P&L reviews and partner with accounting to ensure accuracy • Prepare weekly budget vs. actual reports and quarterly incentive calculations • Build monthly KPI reporting and financial packages • Execute ad hoc projects such as brand-level analysis, including OpEx, headcount, and retention • Collaborate cross-functionally and proactively identify opportunities to improve processes Qualifications: • Big 4 or large regional public accounting experience (2+ years) • Curious mindset with strong analytical skills • Excellent communication and a professional, friendly presence • Self-starter who enjoys solving business problems and jumping into new challenges Work Environment: • Hybrid: 2 days per week on-site for collaboration- Morrisville, NC
    $53k-90k yearly est. 4d ago
  • Vice President Finance

    Eloghomes

    Senior finance analyst job in Rocky Mount, NC

    eLoghomes is hiring a Vice President, Finance/Controller to lead the company's full finance and accounting function. This executive role is responsible for financial reporting, accounting operations, budgeting/forecasting (FP&A), tax compliance, audits, cash management/treasury, lender and covenant compliance, insurance administration, and executive-level decision support. The VP, Finance/Controller will also help drive improvements to financial systems, reporting, and business intelligence. Essential Duties and Responsibilities Lead and oversee all finance and accounting operations, including: Month-end close, quarter-end close, year-end close GAAP financial statements (P&L, Balance Sheet, Cash Flow) General ledger, reconciliations, AR/AP, cash management, internal controls Manage FP&A processes: Annual budgeting, rolling forecasts, and KPI/operating metrics reporting Detailed monthly P&L and variance analysis Cash flow forecasting and balance sheet forecasting Manage working capital and liquidity: Cash planning, funding availability, and short-term/long-term financial performance initiatives Ensure financial compliance and governance: Maintain records and reporting in accordance with US GAAP Strengthen internal controls, policies, and finance processes External relationships and compliance: Lead coordination for external audits and implement audit recommendations Supervise federal, state, and local tax reporting (income, sales/use, property, payroll, and other required filings) Manage lender reporting, covenant compliance, collateral monitoring, and banking relationships Oversee insurance programs and claims processing Strategic partnership: Provide financial analysis for capital investments, pricing decisions, and contract negotiations Partner with the CEO and leadership team on strategic initiatives and operational decision-making Systems and process improvement: Drive continuous improvement and support financial systems upgrades (ERP, CRM integration, reporting tools) Develop dashboards and management reporting to increase business intelligence Leadership: Build and develop the finance team; instill strong financial discipline, accountability, and performance culture Required Qualifications Bachelor's degree in Accounting or Finance 10+ years of progressively responsible financial leadership 7+ years combined public accounting and private industry accounting experience preferred Strong knowledge of US GAAP, financial reporting, internal controls Demonstrated experience leading month-end close and producing accurate, timely financial statements Strong analytical, decision-making, and communication skills High integrity and strong professional references Ability to manage multiple projects/priorities in a fast-paced environment Preferred Qualifications CPA certification Experience working with private equity partners and executive/board reporting Experience with treasury, loan compliance, covenants, collateral reporting Industry experience in manufacturing, building materials, wood products, construction, or homebuilding ERP experience; Epicor ERP a plus Experience implementing an ERP and integrating with CRM and project management platforms Experience supporting M&A / due diligence Work Location Corporate Headquarters: Rocky Mount, NC area Not a remote position; limited hybrid may be considered after initial period Compensation and Benefits Competitive salary and benefits (details provided during the interview process). Equal Opportunity Employer eLoghomes is an Equal Opportunity Employer (EOE).
    $95k-154k yearly est. 4d ago
  • Financial Controller

    Equiliem

    Senior finance analyst job in Charlotte, NC

    The Controller will manage: · An Accounts Payable Clerk (onsite) · A Staff Accountant …and will play a major role in growing the accounting department as the company expands. --- Key Responsibilities Financial Reporting & General Ledger Oversight · Oversee all General Ledger activity and ensure all accounting entries are accurate, documented, and GAAP-compliant. · Lead month-end and year-end close processes, including complex journal entries, accruals, and reconciliations. · Prepare and review financial statements across multiple entities and properties. Real Estate Accounting & Compliance · Utilize real estate industry experience to manage accounting related to bonds, loan covenants, lender reporting requirements, and compliance deadlines. · Maintain accurate documentation and reporting for financing structures across the portfolio. Fixed Assets, AP & AR Management · Manage Fixed Asset Accounting, depreciation schedules, and asset tracking. · Oversee all AP and AR functions, ensuring timely processing, proper coding, and accurate reconciliations. Reconciliations & Expense Oversight · Review detailed credit card reconciliations and verify appropriate spending. · Monitor company-wide expenditures to ensure alignment with budgets and financial policies. Budgeting, Forecasting & Cash Flow Management · Lead weekly meetings with the CEO to review cash balances, cash flow needs, and budget performance. · Assist with financial forecasting, budget revisions, and modeling for new projects or acquisitions. Minor Asset Management Support · Handle administrative asset management items such as: o Maintaining LLC filings o Managing entity-level tax deadlines o Overseeing renewals, registrations, and compliance filings Team Leadership & Future Growth · Direct and mentor the AP Clerk and Staff Accountant, ensuring quality control and professional development. · Play a key role in hiring, training, and developing additional accounting staff as the company grows. Process Improvement & Internal Controls · Strengthen internal controls, improve accounting workflows, and implement best practices for real estate accounting. --- Qualifications · Bachelor's degree in Accounting, Finance, or a related field; CPA preferred. · 5-10+ years of progressive accounting experience, with required experience in real estate accounting. o Must understand bonds, loan covenants, lender reporting, and real estate financing structures. · Experience with Fixed Asset Accounting, AR/AP oversight, month-end close, and multi-entity real estate accounting. · Experience handling or supervising minor asset management tasks such as LLC filings, annual renewals, and tax-related deadlines. · Demonstrated success managing accounting staff (onsite and remote). · Strong proficiency in accounting software and advanced Excel skills. · Excellent communication, analytical, and organizational abilities.
    $70k-111k yearly est. 2d ago
  • Director of Finance

    Coleman Lew Canny Bowen

    Senior finance analyst job in Charlotte, NC

    Director of Finance COMPANY: One of the largest providers of automotive aftermarket upgrades in North America. REPORTS/RELATIONSHIPS: This position will report directly to the Chief Financial Officer, supervise two to three finance team members, and lead the Franchise Administration and Supply Chain teams. BASIC FUNCTIONS: The Director of Finance is a strategic leader responsible for overseeing all core financial operations for the Franchise Support team. This role serves as a strategic partner to the President and senior leadership, influencing business decisions through financial insight and cross-functional collaboration. The Director of Finance partners with executive leadership to ensure financial accuracy, drive business insights, and support long-term planning and growth initiatives, while serving as a direct liaison with the parent organization. This role oversees a multi-functional finance team supporting a national franchise network and supply chain operations, managing budgets exceeding $25 million annually. In addition, this role manages business accounting functions, including month-end reporting, budgeting, and forecasting, while also leading the Franchise Administration and Supply Chain teams. Specific duties will include, but not necessarily be limited to: Strategic Leadership and Cross-Functional Collaboration Serve as a financial advisor to the President and Leadership Team. Coordinate with the parent company on strategic initiatives and reporting. Lead capital expenditure planning and ROI analysis for major projects. Drive Financial Planning and Analysis (FP&A) Build and maintain financial models and sensitivity analyses. Establish and monitor key performance indicators (KPIs). Identify risks and opportunities and recommend mitigation strategies. Oversee Core Financial Operations Lead month-end close processes and ensure timely, accurate financial reporting. Develop and manage annual budgets and rolling forecasts. Provide financial analysis and insights to support strategic decision-making. Oversee audit preparation and regulatory reporting. Implement and monitor financial policies and procedures. Lead Franchise Administration Team Ensure accurate royalty rate calculations and timely invoicing. Manage vendor rebate tracking and distribution. Oversee business improvement incentive rebate programs. Maintain compliance with franchise agreements and financial policies. Manage Supply Chain Finance Functions Supervise order management, pricing strategies, and inventory controls. Oversee item lifecycle management and cost optimization. Collaborate with operations to align financial goals with supply chain performance. REQUIREMENTS: 5-10 years of progressive experience in finance or accounting, including team leadership or project ownership with broad experience in both finance and accounting. Proven track record of implementing financial systems and controls. Proficiency in financial modeling and reporting tools such as Excel and NetSuite. Experience in a franchise-based business model preferred. Demonstrated ability to translate financial insights into actionable strategies. High quality decision-making and analytical skills, with the ability to distill complex data into clear, actionable insights. Driven professional with strong team development capabilities, ready to step into a strategic leadership role. Effective communicator and adept at building rapport with franchisees. Experience managing cross-functional teams and large-scale projects. Skilled in delegation and delivering results on time and within budget. Bachelor's degree in finance, accounting, or a related field required; MBA or advanced degree preferred. COMPENSATION: Compensation will be commensurate with experience including a competitive base salary, bonus opportunity, and competitive benefits package. CONTACT INFORMATION: Robin Bagby, Senior Associate ********************* ************
    $79k-127k yearly est. 1d ago
  • Analyst - Corporate Finance

    Stepstone Group 3.4company rating

    Senior finance analyst job in Charlotte, NC

    We are global private markets specialists delivering tailored investment solutions, advisory services, and impactful, data driven insights to the world's investors. Leveraging the power of our platform and our peerless intelligence across sectors, strategies, and geographies, we help identify the advantages and the answers our clients need to succeed. Position Overview: We are seeking a highly motivated and detail-oriented Analyst to join our Corporate Finance team at StepStone Private Wealth (SPW) in Charlotte, NC. This role will support key financial processes and deliverables, including month-end close, budgeting, forecasting, and executive reporting. The ideal candidate will bring strong analytical skills, a solid foundation in accounting or finance, and a proactive mindset toward automation and process improvement. Essential Job Functions: Support the monthly close process, including preparing financial statements & analysis for management Assist with budgeting and forecasting cycles, including data consolidation and reporting within the financial planning & analysis model Create internal and external-facing presentations to convey financial insights effectively Perform cash flow analysis, monthly budget reviews and variance analysis Track expenses and process invoices, ensuring accuracy and timely approvals Collaborate with cross-functional teams to gather inputs and validate financial data for reporting Identify opportunities for automation and implement technology-driven solutions to improve efficiency Maintain and enhance financial models and reporting tools Work directly with leadership to support ad hoc analysis and special projects as needed Education and/or Work Experience Requirements: Bachelor's degree in Accounting, Finance, or a related field 2-4 years of relevant experience; Big 4 public accounting experience is a plus Strong understanding of financial statements and accounting principles High proficiency in Microsoft Office, specifically Excel and PowerPoint Exposure to automation tools (e.g., Alteryx, Power BI, Tableau, SQL) is a plus Excellent communication and organizational skills Team player and strong work ethic with ability to manage multiple priorities in a fast-paced environment Required Knowledge, Skills, and Abilities: Curious and solutions-oriented mindset Strong attention to detail and commitment to accuracy Excellent written/verbal communication and interpersonal skills #LI-Hybrid At StepStone, we believe that our people are our most important asset and crucial to our success. We are an Equal Opportunity Employer that strives to create an environment that empowers our employees and allows them to be heard, regardless of title or tenure. Our organizational community features multiple Employment Resource Groups as well as mentorship programs to enhance the employee experience for all. As an Equal Opportunity Employer, StepStone does not discriminate on the basis of race, creed, color, religion, sex, national origin, citizenship status, age, disability, marital status, sexual orientation, gender identity, gender expression, genetic information or any other characteristic protected by law. Developing People at StepStone
    $88k-113k yearly est. Auto-Apply 52d ago
  • Finance Analyst

    Cisco 4.8company rating

    Senior finance analyst job in Parkton, NC

    The application window is expected to close December 20, 2025. Job posting may be removed earlier if the position is filled or if a sufficient number of applications are received. Members of the Finance organization at select locations will generally be expected to follow a hybrid work model, which includes two days of in-office attendance each week, with limited exceptions. **Meet the Team** You will work with the Cmpute BE Finance team and business team. We are a small but closely knit integrated team providing amazing learning opportunities (from bookings to P&L to opex based on employee interest and role availability) The Business Entity Finance organization (BEF) partners with leaders in PM and Operational Functions to craft balanced shareholder value through strategic long-range planning, new business development, forecasting and budgeting. **Your Impact** You will provide financial support for bookings actuals & forecasting process, Qtly financial planning activities, forecast load support in Cloud &Compute BE Finance team. This is a critical support role, and we are looking for someone to dig into the numbers and help us drive insights that we can use to advise business team Responsibilities include: + Work within BE Finance and across the teams to align on key deliverables and initiatives and act as PoC for Software reporting. + Support the Weekly/Monthly/Quarterly close activities, forecasting, variance analysis, reporting, and ad hoc responsibilities. + Weekly software Bookings Analysis for Monthly Forecast + Analyze discount, ASP reporting + Keep track of SW forecast in business tools such as Demantra + Support Quarterly Business Review (QBR) and Long-Range Planning (LRP) package for Business review. + Software and related metrics (AOV, ARR, ATR, iQRR, RPO) and other metrics as needed for corporate reporting + Work with Product management, revenue recognition and finance teams for pricing review for new PIDs and existing PIDs + Understand reporting requirement and create dashboards for analytical purpose (using Python, Power BI, Tableau etc) + You have a confirmed ability to work with and optimally influence business partners at multiple levels. An outstanding combination of analytical and interpersonal skills to figure out the story behind numbers in a really short time. Our business counterparts look to us for guidance as we try and predict the business in the coming months. Being highly motivated, a self-starter, working independently, and thinking critically are essential. **Minimum Requirements:** + Bachelor's degree in finance or Business-related field with 5+ years related Finance experience, with a particular focus on operational / business partner support. + Ability to manage large complex data sets in PowerPivot, Access, PowerBI, Tableau, Python or other tools. + Solid analytical and creativity skills, ability to assimilate multiple data-points into a consolidated and comprehensive work product with reasonable assumptions. + Able to prioritize and re-prioritize as needed in a dynamic work environment. Some weeks are hectic in finance world due to reporting requirements. + Knowledge of financial systems (Hyperion, Essbase, FINBI, Business Objects, Demantra) **Preferred Requirements** + Process orientated and can build capacity through process innovation / automation **Why Cisco?** At Cisco, we're revolutionizing how data and infrastructure connect and protect organizations in the AI era - and beyond. We've been innovating fearlessly for 40 years to create solutions that power how humans and technology work together across the physical and digital worlds. These solutions provide customers with unparalleled security, visibility, and insights across the entire digital footprint. Fueled by the depth and breadth of our technology, we experiment and create meaningful solutions. Add to that our worldwide network of doers and experts, and you'll see that the opportunities to grow and build are limitless. We work as a team, collaborating with empathy to make really big things happen on a global scale. Because our solutions are everywhere, our impact is everywhere. We are Cisco, and our power starts with you. **Message to applicants applying to work in the U.S. and/or Canada:** The starting salary range posted for this position is $98,300.00 to $127,800.00 and reflects the projected salary range for new hires in this position in U.S. and/or Canada locations, not including incentive compensation*, equity, or benefits. Individual pay is determined by the candidate's hiring location, market conditions, job-related skillset, experience, qualifications, education, certifications, and/or training. The full salary range for certain locations is listed below. For locations not listed below, the recruiter can share more details about compensation for the role in your location during the hiring process. U.S. employees are offered benefits, subject to Cisco's plan eligibility rules, which include medical, dental and vision insurance, a 401(k) plan with a Cisco matching contribution, paid parental leave, short and long-term disability coverage, and basic life insurance. Please see the Cisco careers site to discover more benefits and perks. Employees may be eligible to receive grants of Cisco restricted stock units, which vest following continued employment with Cisco for defined periods of time. U.S. employees are eligible for paid time away as described below, subject to Cisco's policies: + 10 paid holidays per full calendar year, plus 1 floating holiday for non-exempt employees + 1 paid day off for employee's birthday, paid year-end holiday shutdown, and 4 paid days off for personal wellness determined by Cisco + Non-exempt employees** receive 16 days of paid vacation time per full calendar year, accrued at rate of 4.92 hours per pay period for full-time employees + Exempt employees participate in Cisco's flexible vacation time off program, which has no defined limit on how much vacation time eligible employees may use (subject to availability and some business limitations) + 80 hours of sick time off provided on hire date and each January 1st thereafter, and up to 80 hours of unused sick time carried forward from one calendar year to the next + Additional paid time away may be requested to deal with critical or emergency issues for family members + Optional 10 paid days per full calendar year to volunteer For non-sales roles, employees are also eligible to earn annual bonuses subject to Cisco's policies. Employees on sales plans earn performance-based incentive pay on top of their base salary, which is split between quota and non-quota components, subject to the applicable Cisco plan. For quota-based incentive pay, Cisco typically pays as follows: + .75% of incentive target for each 1% of revenue attainment up to 50% of quota; + 1.5% of incentive target for each 1% of attainment between 50% and 75%; + 1% of incentive target for each 1% of attainment between 75% and 100%; and + Once performance exceeds 100% attainment, incentive rates are at or above 1% for each 1% of attainment with no cap on incentive compensation. For non-quota-based sales performance elements such as strategic sales objectives, Cisco may pay 0% up to 125% of target. Cisco sales plans do not have a minimum threshold of performance for sales incentive compensation to be paid. The applicable full salary ranges for this position, by specific state, are listed below: New York City Metro Area: $118,400.00 - $176,900.00 Non-Metro New York state & Washington state: $105,400.00 - $157,500.00 * For quota-based sales roles on Cisco's sales plan, the ranges provided in this posting include base pay and sales target incentive compensation combined. ** Employees in Illinois, whether exempt or non-exempt, will participate in a unique time off program to meet local requirements. Cisco is an Affirmative Action and Equal Opportunity Employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, national origin, genetic information, age, disability, veteran status, or any other legally protected basis. Cisco will consider for employment, on a case by case basis, qualified applicants with arrest and conviction records.
    $118.4k-176.9k yearly 34d ago
  • Manager, Client Financial Operations

    Capital Rx, Inc. 4.1company rating

    Senior finance analyst 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 *********************************************
    $95k-105k yearly 19d ago
  • Senior Retail Investment Research Analyst

    W.F. Young 3.5company rating

    Senior finance analyst job in Charlotte, NC

    About this role: Wells Fargo is seeking a Senior Retail Investment Research Analyst to join Global Manager Research (GMR) team within Wealth & Investment Management. Learn more about the career areas and lines of business at wellsfargojobs.com. In this role, you will: Conduct equity manager research Manage a category of mutual funds or client accounts Make buy, sell, and hold recommendations Performing initial and ongoing due diligence on third-party investment products (mutual funds, SMAs, exchange traded funds, etc.) Asset class research coverage (equities), which includes maintaining a high-conviction list of products Supporting field investment professionals by responding to their inquiries about the recommendations and/or selection methodology used on products under coverage Drafting communications to the field. Examples of communications include changes in money manager ratings, manager updates and topical white papers. Conducting onsite due diligence pursuant to GMR's evaluation criteria Work under direction of experienced analysts Required Qualifications: 4+ years of Retail Investment Research experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Experience with mutual funds, separately managed accounts and exchange traded products 4+ years of advanced financial analytical experience with high attention to detail and accuracy 4+ years of overall investment experience Experience performing qualitative and quantitative analysis, including statistical and performance analytics on investments Experience in money manager research including writing investment research reports or commentary Experience with Morningstar Direct, FactSet and Microsoft Office suite including PowerPoint Excellent verbal, written, and interpersonal communication skills Chartered Financial Analyst (CFA) designation A BS/BA degree or higher in business, finance, economics, accounting or engineering Job Expectations: Ability to travel up to 10% of the time This position is not eligible for Visa sponsorship 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 Locations: 2801 Market Street - Saint Louis, MO 63103 550 S. Tryon Street - Charlotte, NC 28202 Required location listed above. Relocation assistance is not available for this position. Posting End Date: 31 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.
    $77k-112k yearly est. Auto-Apply 11d ago
  • Senior Retail Investment Research Analyst

    Wells Fargo Bank 4.6company rating

    Senior finance analyst job in Charlotte, NC

    About this role: Wells Fargo is seeking a Senior Retail Investment Research Analyst to join Global Manager Research (GMR) team within Wealth & Investment Management. Learn more about the career areas and lines of business at wellsfargojobs.com. In this role, you will: Conduct equity manager research Manage a category of mutual funds or client accounts Make buy, sell, and hold recommendations Performing initial and ongoing due diligence on third-party investment products (mutual funds, SMAs, exchange traded funds, etc.) Asset class research coverage (equities), which includes maintaining a high-conviction list of products Supporting field investment professionals by responding to their inquiries about the recommendations and/or selection methodology used on products under coverage Drafting communications to the field. Examples of communications include changes in money manager ratings, manager updates and topical white papers. Conducting onsite due diligence pursuant to GMR's evaluation criteria Work under direction of experienced analysts Required Qualifications: 4+ years of Retail Investment Research experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Experience with mutual funds, separately managed accounts and exchange traded products 4+ years of advanced financial analytical experience with high attention to detail and accuracy 4+ years of overall investment experience Experience performing qualitative and quantitative analysis, including statistical and performance analytics on investments Experience in money manager research including writing investment research reports or commentary Experience with Morningstar Direct, FactSet and Microsoft Office suite including PowerPoint Excellent verbal, written, and interpersonal communication skills Chartered Financial Analyst (CFA) designation A BS/BA degree or higher in business, finance, economics, accounting or engineering Job Expectations: Ability to travel up to 10% of the time This position is not eligible for Visa sponsorship 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 Locations: 2801 Market Street - Saint Louis, MO 63103 550 S. Tryon Street - Charlotte, NC 28202 Required location listed above. Relocation assistance is not available for this position. Posting End Date: 31 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.
    $64k-89k yearly est. 18d ago
  • Analyst, Corporate Development

    Syneos Health Clinical Lab

    Senior finance analyst job in Morrisville, NC

    Syneos Health is a leading fully integrated biopharmaceutical solutions organization built to accelerate customer success. We translate unique clinical, medical affairs and commercial insights into outcomes to address modern market realities. Every day we perform better because of how we work together, as one team, each the best at what we do. We bring a wide range of talented experts together across a wide range of business-critical services that support our business. Every role within Corporate is vital to furthering our vision of Shortening the Distance from Lab to Life . Discover what our 29,000 employees, across 110 countries already know. WORK HERE MATTERS EVERYWHERE Why Syneos Health We are passionate about developing our people, through career development and progression; supportive and engaged line management; technical and therapeutic area training; peer recognition and total rewards program. We are committed to our Total Self culture - where you can authentically be yourself. Our Total Self culture is what unites us globally, and we are dedicated to taking care of our people. We are continuously building the company we all want to work for and our customers want to work with. Why? Because when we bring together diversity of thoughts, backgrounds, cultures, and perspectives - we're able to create a place where everyone feels like they belong. Job Responsibilities Job Summary You create meaningful business impact by assisting in developing a strategic framework and provide the data and insights necessary to make decisions. You help shape the course of the only biopharmaceutical accelerator as a Corporate Strategy & Development Analyst with Syneos Health. Core Responsibilities • Actively participate in the M&A process and may have day-to-day responsibilities across a number of activities including strategic initiatives, partnerships, strategic planning, and other similar transactions. • Engage in due diligence, financial analysis and modeling • Provide valuation analysis • Assist with the due diligence and contract negotiation process • Provide market/competitive analysis • Assist in the creation of presentation materials summarizing investment opportunities and recommendations for senior management and the board of directors • Other Responsibilities: • Performs other work-related duties as assigned. Travel may be required (up to 25%). Qualifications Education Requirements Min/Preferred Education Level Description Additional Qualifications • Work experience in a related field such as investment banking, consulting, or private equity preferred. • A Bachelor's Degree in Accounting, Finance, Economics, or degree in a relevant life science field. Substantial experience in integrated financial modeling and valuation • Expert use of Excel and PowerPoint• The ability to travel as required (typically 20% but varies); travel may include international assignments • Acute attention to detail • Excellent written and verbal communication skills • Confidence in presenting to management • Strong quantitative and analytical skills • Strong motivation and work ethic and the ability to work independently • A high level of professionalism and confidentiality • The ability to balance multiple projects and competing deadlines Disclaimer Tasks, duties, and responsibilities as listed in this are not exhaustive. The Company, at its sole discretion and with no prior notice, may assign other tasks, duties, and job responsibilities. Equivalent experience, skills, and/or education will also be considered so qualifications of incumbents may differ from those listed in the . The Company, at its sole discretion, will determine what constitutes as equivalent to the qualifications described above. Further, nothing contained herein should be construed to create an employment contract. Occasionally, required skills/experiences for jobs are expressed in brief terms. Any language contained herein is intended to fully comply with all obligations imposed by the legislation of each country in which it operates, including the implementation of the EU Equality Directive, in relation to the recruitment and employment of its employees. The Company is committed to compliance with the Americans with Disabilities Act, including the provision of reasonable accommodations, when appropriate, to assist employees or applicants to perform the essential functions of the job. US ONLY Years of experience required Minimum of 3 years' experience in corporate strategy and M&A in a corporate finance environment, investment banking, private equity, and consulting or other relevant experience Physical Requirements: Position requires: ability to occasionally move about inside the office to access filing cabinets, office equipment, etc. and to move between office locations; ability to maintain a stationary position for prolonged periods of time; ability to occasionally manipulate (e.g., lift, carry, move) office items and packages of light to medium weights of 10-35 pounds; ability to constantly operate a computer and other office productivity equipment (e.g., scanner, phone, printer, copier); ability to perceive and assess written materials for prolonged periods of time; and ability to frequently communicate with colleagues on the phone, by email, and in-person. Work Environment: This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, and filing cabinets. The noise level in the work environment is low. This is a largely sedentary role. We are always excited to connect with great talent. This posting is intended for a [possible] upcoming opportunity rather than a live role. By expressing your interest, you'll be added to our talent pipeline and considered should this role become available. At Syneos Health, we believe in providing an environment and culture in which Our People can thrive, develop and advance. We reward and recognize our people by providing valuable benefits and a quality-of-life balance. The benefits for this position may include a company car or car allowance, Health benefits to include Medical, Dental and Vision, Company match 401k, eligibility to participate in Employee Stock Purchase Plan, Eligibility to earn commissions/bonus based on company and individual performance, and flexible paid time off (PTO) and sick time. Because certain states and municipalities have regulated paid sick time requirements, eligibility for paid sick time may vary depending on where you work. Syneos complies with all applicable federal, state, and municipal paid sick time requirements. Salary Range: The base salary range represents the anticipated low and high of the Syneos Health range for this position. Actual salary will vary based on various factors such as the candidate's qualifications, skills, competencies, and proficiency for the role. Get to know Syneos Health Over the past 5 years, we have worked with 94% of all Novel FDA Approved Drugs, 95% of EMA Authorized Products and over 200 Studies across 73,000 Sites and 675,000+ Trial patients. No matter what your role is, you'll take the initiative and challenge the status quo with us in a highly competitive and ever-changing environment. Learn more about Syneos Health. *************************** Additional Information Tasks, duties, and responsibilities as listed in this are not exhaustive. The Company, at its sole discretion and with no prior notice, may assign other tasks, duties, and job responsibilities. Equivalent experience, skills, and/or education will also be considered so qualifications of incumbents may differ from those listed in the Job Description. The Company, at its sole discretion, will determine what constitutes as equivalent to the qualifications described above. Further, nothing contained herein should be construed to create an employment contract. Occasionally, required skills/experiences for jobs are expressed in brief terms. Any language contained herein is intended to fully comply with all obligations imposed by the legislation of each country in which it operates, including the implementation of the EU Equality Directive, in relation to the recruitment and employment of its employees. The Company is committed to compliance with the Americans with Disabilities Act, including the provision of reasonable accommodations, when appropriate, to assist employees or applicants to perform the essential functions of the job.
    $62k-94k yearly est. Auto-Apply 21d ago
  • Analyst, Corporate Development

    Syneos Health, Inc.

    Senior finance analyst job in Morrisville, NC

    Syneos Health is a leading fully integrated biopharmaceutical solutions organization built to accelerate customer success. We translate unique clinical, medical affairs and commercial insights into outcomes to address modern market realities. Every day we perform better because of how we work together, as one team, each the best at what we do. We bring a wide range of talented experts together across a wide range of business-critical services that support our business. Every role within Corporate is vital to furthering our vision of Shortening the Distance from Lab to Life. Discover what our 29,000 employees, across 110 countries already know. WORK HERE MATTERS EVERYWHERE Why Syneos Health * We are passionate about developing our people, through career development and progression; supportive and engaged line management; technical and therapeutic area training; peer recognition and total rewards program. * We are committed to our Total Self culture - where you can authentically be yourself. Our Total Self culture is what unites us globally, and we are dedicated to taking care of our people. * We are continuously building the company we all want to work for and our customers want to work with. Why? Because when we bring together diversity of thoughts, backgrounds, cultures, and perspectives - we're able to create a place where everyone feels like they belong. Job Responsibilities Job Summary You create meaningful business impact by assisting in developing a strategic framework and provide the data and insights necessary to make decisions. You help shape the course of the only biopharmaceutical accelerator as a Corporate Strategy & Development Analyst with Syneos Health. Core Responsibilities * Actively participate in the M&A process and may have day-to-day responsibilities across a number of activities including strategic initiatives, partnerships, strategic planning, and other similar transactions. * Engage in due diligence, financial analysis and modeling * Provide valuation analysis * Assist with the due diligence and contract negotiation process * Provide market/competitive analysis * Assist in the creation of presentation materials summarizing investment opportunities and recommendations for senior management and the board of directors * Other Responsibilities: * Performs other work-related duties as assigned. Travel may be required (up to 25%). Qualifications Education Requirements Min/Preferred Education Level Description Additional Qualifications * Work experience in a related field such as investment banking, consulting, or private equity preferred. * A Bachelor's Degree in Accounting, Finance, Economics, or degree in a relevant life science field. Substantial experience in integrated financial modeling and valuation * Expert use of Excel and PowerPoint• The ability to travel as required (typically 20% but varies); travel may include international assignments * Acute attention to detail * Excellent written and verbal communication skills * Confidence in presenting to management * Strong quantitative and analytical skills * Strong motivation and work ethic and the ability to work independently * A high level of professionalism and confidentiality * The ability to balance multiple projects and competing deadlines Disclaimer Tasks, duties, and responsibilities as listed in this are not exhaustive. The Company, at its sole discretion and with no prior notice, may assign other tasks, duties, and job responsibilities. Equivalent experience, skills, and/or education will also be considered so qualifications of incumbents may differ from those listed in the . The Company, at its sole discretion, will determine what constitutes as equivalent to the qualifications described above. Further, nothing contained herein should be construed to create an employment contract. Occasionally, required skills/experiences for jobs are expressed in brief terms. Any language contained herein is intended to fully comply with all obligations imposed by the legislation of each country in which it operates, including the implementation of the EU Equality Directive, in relation to the recruitment and employment of its employees. The Company is committed to compliance with the Americans with Disabilities Act, including the provision of reasonable accommodations, when appropriate, to assist employees or applicants to perform the essential functions of the job. US ONLY Years of experience required Minimum of 3 years' experience in corporate strategy and M&A in a corporate finance environment, investment banking, private equity, and consulting or other relevant experience Physical Requirements: Position requires: ability to occasionally move about inside the office to access filing cabinets, office equipment, etc. and to move between office locations; ability to maintain a stationary position for prolonged periods of time; ability to occasionally manipulate (e.g., lift, carry, move) office items and packages of light to medium weights of 10-35 pounds; ability to constantly operate a computer and other office productivity equipment (e.g., scanner, phone, printer, copier); ability to perceive and assess written materials for prolonged periods of time; and ability to frequently communicate with colleagues on the phone, by email, and in-person. Work Environment: This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, and filing cabinets. The noise level in the work environment is low. This is a largely sedentary role. We are always excited to connect with great talent. This posting is intended for a [possible] upcoming opportunity rather than a live role. By expressing your interest, you'll be added to our talent pipeline and considered should this role become available. At Syneos Health, we believe in providing an environment and culture in which Our People can thrive, develop and advance. We reward and recognize our people by providing valuable benefits and a quality-of-life balance. The benefits for this position may include a company car or car allowance, Health benefits to include Medical, Dental and Vision, Company match 401k, eligibility to participate in Employee Stock Purchase Plan, Eligibility to earn commissions/bonus based on company and individual performance, and flexible paid time off (PTO) and sick time. Because certain states and municipalities have regulated paid sick time requirements, eligibility for paid sick time may vary depending on where you work. Syneos complies with all applicable federal, state, and municipal paid sick time requirements. Salary Range: The base salary range represents the anticipated low and high of the Syneos Health range for this position. Actual salary will vary based on various factors such as the candidate's qualifications, skills, competencies, and proficiency for the role. Get to know Syneos Health Over the past 5 years, we have worked with 94% of all Novel FDA Approved Drugs, 95% of EMA Authorized Products and over 200 Studies across 73,000 Sites and 675,000+ Trial patients. No matter what your role is, you'll take the initiative and challenge the status quo with us in a highly competitive and ever-changing environment. Learn more about Syneos Health. *************************** Additional Information Tasks, duties, and responsibilities as listed in this are not exhaustive. The Company, at its sole discretion and with no prior notice, may assign other tasks, duties, and job responsibilities. Equivalent experience, skills, and/or education will also be considered so qualifications of incumbents may differ from those listed in the Job Description. The Company, at its sole discretion, will determine what constitutes as equivalent to the qualifications described above. Further, nothing contained herein should be construed to create an employment contract. Occasionally, required skills/experiences for jobs are expressed in brief terms. Any language contained herein is intended to fully comply with all obligations imposed by the legislation of each country in which it operates, including the implementation of the EU Equality Directive, in relation to the recruitment and employment of its employees. The Company is committed to compliance with the Americans with Disabilities Act, including the provision of reasonable accommodations, when appropriate, to assist employees or applicants to perform the essential functions of the job. Summary You create meaningful business impact by assisting in developing a strategic framework and provide the data and insights necessary to make decisions. You help shape the course of the only biopharmaceutical accelerator as a Corporate Strategy & Development Analyst with Syneos Health.
    $62k-94k yearly est. 28d ago
  • Financial Analyst Intern, application via RippleMatch

    Ripplematch Internships 3.9company rating

    Senior finance analyst job in Charlotte, NC

    This role is with RippleMatch's partner companies. RippleMatch partners with hundreds of companies looking to hire top talent. About RippleMatch RippleMatch is your AI-powered job matchmaker. Our platform brings opportunities directly to you by matching you with top employers and jobs you are qualified for. Tell us about your strengths and goals - we'll get you interviews! Leading employers leverage RippleMatch to build high-performing teams and Gen Z job seekers across the country trust RippleMatch to launch and grow their careers. Requirements for the role Currently pursuing a Bachelor's or Master's degree in Finance, Economics, Accounting, Business Administration, or a related field. Basic understanding of financial concepts, including financial modeling, valuation, and analysis. Proficiency with Excel and experience with financial analysis software and tools. Strong analytical skills, with the ability to interpret financial data and generate insights. Good organizational and time management skills, capable of managing multiple tasks and meeting deadlines. Excellent communication and interpersonal skills, for effectively presenting findings and collaborating with team members. Attention to detail and a commitment to accuracy in financial reporting and analysis. Eagerness to learn and adapt in a fast-paced environment. Initiative to take on projects and a proactive approach to problem-solving. Participation in finance-related extracurricular activities, such as investment clubs or competitions, is a plus.
    $28k-46k yearly est. Auto-Apply 60d+ ago
  • Accounting & Finance Rotational Analyst

    SPX Technologies 4.2company rating

    Senior finance analyst job in Charlotte, NC

    Building the people that build the world. With platforms in HVAC and Detection and Measurement, SPX Technologies builds innovative solutions that enable a safer, more efficient, sustainable world. Through our RiSE talent development framework, we Reach, Identify, Strengthen, and Engage our employees to support them in their continued development. We're a global company of problem solvers, collaborators, and innovators, and our businesses build solutions that impact the world. How you will make an Impact (Job Summary) SPX is a diverse team of unique individuals who all make an impact. As an Accounting and Finance Rotational Analyst, you will have the opportunity to gain real-world experience, contribute to meaningful projects, and develop valuable skills through a two-year rotational program. The Accounting and Finance Rotational program consists of three different rotations in a different sub-field and business, lasting around 7-10 months each. The first rotation will be located at the corporate headquarters in Charlotte, NC, and the following rotations will be located in one of multiple locations across the U.S. As a Rotational Analyst, you may work in a wide range of accounting and financial areas, which may include: SEC reporting, financial planning and analysis, internal audit, corporate accounting, corporate development, acquisitions and integrations, tax, investor relations, accounting/controllership, and project/cost accounting. What you can expect in this role (Job Responsibilities) While each day brings new opportunities at SPX, your core responsibilities will be: Financial Reporting and Accounting: Detail requirements for the preparation and analysis of consolidated financial statements, footnotes, reports, and budgets Reconciling financial data to ensure accuracy and completeness Document and organize financial records Assist in financial audits and compliance activities Research and understand quarterly and annual SEC reporting requirements and their impact on our businesses Review global capital structures and liquidity, including credit agreements, cash management and foreign currency and other derivative risk management Aggregate and calculate financial models for the following: Earnings per share (EPS), Cash Flow, Capital Structure, Cost Analysis, Mergers & Acquisitions Conduct thorough analysis of financial data to support decision making Assist in analysis of manufacturing costs, including direct materials, labor, and overhead as needed Communication: Develop an understanding of each SPX business unit and the SPX operating structures Collaborate with other departments to gather relevant financial data and ensure accurate and timely reports Support business by researching and providing financial insights and analysis Continuous Improvement: Use process mapping and other techniques to document process flows and identify areas for process improvement Stay updated on industry trends and regulatory changes related to accounting and finance Participate in other projects as assigned that relate to the overall goals of the department and organization What we are looking for (Experience, Knowledge, Skills, Abilities, Education) We each bring something to the table, and we are looking for someone who has: Required Experience 0 - 3 years of Accounting or Finance experience Application of Generally Accepted Accounting Principles (GAAP) Understanding of the general requirements of the Sarbanes-Oxley Act of 2002 (“SOX”) Preferred Experience, Knowledge, Skills, and Abilities Strong academic record (college GPA of 3.0 or higher is strongly preferred) with a genuine interest in a career in accounting or finance General business acumen Solid understanding of financial principles, concepts, and reporting standards Ability to multi-task and meet strict deadlines through appropriate planning and time management (e.g., use of checklists and frequent communication with team members and the program sponsor Excellent analytical, organizational, and problem-solving skills with keen attention to detail Professional communication and presentation skills for different levels of an organization Proficiency in Microsoft Office, including Excel Adaptability and flexibility with the willingness to learn different roles in accounting/finance Education & Certifications Bachelor's degree in accounting or finance Travel & Working Environment Hybrid work schedule Office environment Travel 75% and the ability to temporarily relocate based on rotation location How we live our culture Our culture is at the center of what we do and, more importantly, who we are. Our core values set a standard for how we manage ourselves, and our Leadership Model sets the standard for how we engage with each other. Whether you are an individual contributor or you lead a large team, each of us leads at SPX. What benefits do we offer? We know that the well-being of our employees is integral. Our benefits include: Generous and flexible paid time off including paid personal time off, caregiver, parental, and volunteer leave Competitive health insurance plans and 401(k) match, with benefits starting day one Competitive and performance-based compensation packages and bonus plans Educational assistance, leadership development programs, and recognition programs Our commitment to embrace diversity to build a culture of inclusion at SPX We value different backgrounds, experiences, and voices at SPX, and we are committed to challenging ourselves, openly communicating, and striving to improve every day. We believe in creating an inclusive work environment where everyone has a voice and is encouraged to realize their fullest potential. SPX is an affirmative action and equal opportunity employer committed to making selection decisions without regard to race, color, religion, sex, sexual orientation or identity, national origin, age, disability, veteran status, or any other legally protected basis.
    $56k-71k yearly est. 60d+ ago
  • Financial Analyst III

    Us Tech Solutions 4.4company rating

    Senior finance analyst job in Charlotte, NC

    **Duration: 12+ Months** **Note: Hybrid (3 days in office)** **Base Location for Position: Raleigh, NC or Charlotte, NC - we will be flexible in where we base the employee for this support. Cities to post position in specific areas: Raleigh, NC & Charlotte, NC and any other local areas surrounding Raleigh & Charlotte Travel Requirements: Position requires travel to various powerplants in the NC & SC locations.** **Job Description** + The Financial Analyst IV position is responsible for the day-to-day overall cost management, accounting and financial analysis, business planning and all key operational finance functions to support the Regulated & Renewable Energy (RRE) Carolinas organization from a jurisdictional and functional basis. + This position will provide direct support to the multiple leaders within the RRE organization with a budget oversight and responsibility of O&M and capital spend of approximately ~$1.2 billion. + This position provides end user financial reporting support for management, operational and external reporting. This position requires a blended knowledge of technical and functional financial reporting and analysis skills. + This position works closely with the organization to analyze and report variances, trends and plans. + This position will analyze and develop the consolidated financials for all jurisdictional reporting and forecasting. + This position will define and improve current and future reporting requirements and understand how those requirements impact source databases and reports. + This position will work closely with project teams to test database and reporting solutions as well as participate on various project teams to develop new reporting solutions. + This position also helps ensure adherence to GAAP, internal company financial policies and procedures (i.e. Capital and O&M Charging guidelines, etc..) particularly related to collaborating with CARG (Corporate Accounting Research Group) and Fixed Assets as needed. + This position is responsible for the maintenance and accuracy of standard financial reports and requires timely response to end user inquiries/issues. + Position will provide Regulatory knowledge includes familiarity with environmental clause cost management, and other pass-through items for all jurisdictions to support various reporting and requirements. + Effective leadership, communication, and collaboration skills are essential for this position as the incumbent is responsible for functions that cross and impact multiple fleet sites, regions and jurisdictions. **Job Responsibilities:** Ensure timely and accurate analysis and reporting: + Provide and present accurate and relevant financial analysis and management reporting to the RRE Organization and respective senior management to enable strategic decision-making + Analyze and consolidate management financial reporting including actuals, budgets and forecasting/projecting year end impacts including variance explanations. + Analyze data, identify and correct errors to ensure accuracy and integrity of financial information. + Coordinate and support the month-end close activities. + Prepare, check and/or post journal entries and accruals on an as needed basis. + Assist in the preparation and review of governmental filings, including quarterly and annual FERC reports, rate case support, insurance claims and recoverables as needed. + Work with internal & external auditors; provide necessary information & answer questions as needed. + Assist in SOX documentation updates and management testing. + Maintain good working knowledge of accounting policies and impacts as required. **Ensure effective budget & business planning process:** + Support the budget and business planning process including communication of budget guidance, assumptions, and calendars for assigned sections. + Validate budgets uploaded to correct target amounts. + Develop and support department budget, strategic plan and related presentation material. + Work closely with and at the direction of appropriate management during the business planning process for input and dialogue on business plan and budget content. + Coordinate the preparation of annual budgets utilizing Hyperion Planning/One Stream Planning tool. **Leading and building relationships:** + Build relationships & promote two-way communication with business partners and Finance peers. + Help provide guidance to team on complex accounting issues. + Proactively help identify cost reduction opportunities through independent analysis. + Actively seek to identify and meet customer needs with a sense of urgency, taking ownership of customer issues and problems until resolved. + Assist in defining and executing initiatives to drive a culture of accountability for financial management in their business partner's organization. **Other and miscellaneous duties:** + Coordinate & manage various projects & initiatives that arise throughout the normal course of business. + Identify, develop and implement continuous process improvement opportunities. + Lead and/or assist with special projects and requests as required + Participate in peer teams when identified to ensure consistency in processes and reporting, and sharing of best practices throughout the organization + Overtime may be required during monthly/quarterly/annual closing and business planning processes as well as rollout of new and/or changes processes. + Perform other ad hoc requests as necessary. **Required/Basic Qualifications (Financial Analyst II)** + Bachelor's degree with major in Accounting, Finance, Economics, or Other Related Degree + 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 tool (WebI) + Experience using Microsoft products such as Excel, Word and Power Point **Required/Basic Qualifications (Senior Financial Analyst)** + Bachelor's degree with major in Accounting, Finance, Economics, or Other Related Degree + Three (3) 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 tool (WebI) + Experience using Microsoft products such as Excel, Word and Power Point **Desired Qualifications:** + CPA, CIS, CFA or CMA Certifications (or working toward certification) + Masters in Accounting, Finance or Business Administration + Experience in interfacing with executive leadership + Strong oral and written communication skills + Demonstrated ability to effectively perform at the lead level by serving as a subject matter expert, developing process improvements, recommending best practices based on expertise & knowledge + Demonstrated ability to work independently with proactive recommendations and limited supervision + Broad knowledge of utility environment and its business units/operations. + Ability to analyze and understand financial information, recognize significant variances, trends, and irregularities and summarize clearly and concisely to management. + Ability to work in a team environment & foster good relationship with teammates & business partners + Ability to build and maintain productive working relationships at all levels within the organization. + Proven analytical and skills. + Ability to meet stated deadlines and respond quickly to changing needs through a teamwork approach. + Possesses and applies comprehensive and strategic knowledge of accounting and finance principles, practices, and procedures to complete complex assignments + Experience with financial applications (i.e., PeopleSoft, WebI, Power Plant, Analysis Services etc.) + Proficient use of Power BI, PowerPivot, Power Query and Microsoft products such as Excel, Word, & Power Point. **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 + Masters in Accounting or MBA + Professional certification (e.g., CPA, CFA) **About US Tech Solutions:** US Tech Solutions is a global staff augmentation firm providing a wide range of talent on-demand and total workforce solutions. To know more about US Tech Solutions, please visit *********************** US Tech Solutions 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, or status as a protected veteran.
    $51k-71k yearly est. 4d ago
  • Summer 2026 Intern: Financial & Planning Analyst

    Belk 4.3company rating

    Senior finance analyst job in Charlotte, NC

    How to Apply In order to be considered, an online application is . Please apply at BelkCareers.com As a participant in the Belk Summer Internship Program, you will gain real word experience and exposure to various functional areas of corporate finance. The FP&A intern will gain exposure to the financial decision-making process, working closely with finance professionals to analyze data, prepare reports, and support planning initiatives that drive business strategy. This internship provides hands-on experience across budgeting, forecasting, reporting, and financial modeling, with opportunities to contribute to meaningful projects. Interns will be required to relocate to Charlotte, NC for the summer. Essential Functions/Responsibilities: Assist in preparing monthly, quarterly, and annual financial reports. Support budgeting, forecasting, and variance analysis activities. Analyze key performance indicators (KPIs) to monitor financial performance. Research financial trends and provide insights on cost-saving opportunities. Develop and maintain financial models to support decision-making. Compile data for executive-level presentations and reports. Partner with business units to track spending, performance, and profitability. Participate in special projects across areas such as corporate finance, strategy, or accounting. Extract and analyze data from financial systems to support business insights. Assist with automation of reports or dashboards using Excel, Power BI, or other tools. Perform scenario analysis or sensitivity testing on business assumptions. Support long-range financial planning models. Contribute to competitive benchmarking or market analysis. Assist with evaluating business cases for new initiatives or investments. Requirements/Qualifications: Rising college senior planning to graduate in December 2026 or Spring 2027 majoring in Finance, Accounting, Economics, Business Administration, Business Analytics or related field Must be authorized to work in the United States and not require work authorization sponsorship by Belk for this position now or in the future Proven strong academic performer (GPA of 3.2 or higher preferred) Leadership skills that include professional business ethics, confidence and self-motivation Strong analytical and quantitative analysis skills with attendtion to detail Ability to analyze data and complex information into clear insights Collaborative mindset and willingnesss to learn in a fast-paced environment Previous retail experience preferred Proficiency in Microsoft Excel; familiarity with financial systems
    $30k-36k yearly est. Auto-Apply 60d+ ago
  • Intern - Financial Analyst

    Cone Health 4.3company rating

    Senior finance analyst job in Greensboro, NC

    Cone Health's Financial Planning & Analysis (FP&A) team is looking for an exceptional individual to join our team as a Financial Analyst Intern. This team provides finance support to the entire Cone Health enterprise through the production and maintenance of financial planning and management tools, financial analysis and reporting, financial forecasting, and pro forma development. The Financial Analyst spring internship is an intensive opportunity available to undergraduate seniors or MBA students who are looking for dynamic experiences in healthcare finance. During this program, you will be provided with the appropriate level of support and training, and you will also have the opportunity to interact with finance staff with varied responsibilities and leaders within our Financial Planning & Analysis teams. Throughout your internship you will work on projects critical to Cone Health's success. Not only will you be challenged to think differently, you will also have the opportunity to demonstrate strategic insight while applying your financial skills, analytic abilities, and leadership capabilities. We seek candidates with strong academic backgrounds. Individuals who have completed significant coursework in business, economics or mathematics (or other quantitative disciplines) are encouraged to apply. Candidates must be highly motivated, analytical, detail oriented, able to work independently or in teams, and have excellent oral and written communication skills. This internship will be hybrid, both onsite and remote. This internship position is a time-limited, temporary position with a start date and orientation on 1/26/26. The total number of hours that an intern can work during this timeframe is 250 hours. Please include your GPA on your Resume Responsibilities Supports finance team with financial reporting, modeling, and analysis Develop and demonstrate an understanding of financial management tools used at Cone Health Perform routine variance analysis in support of productivity and financial performance Begin developing an understanding of the business of healthcare to support operational finance leaders Provides information and recommendations to help drive financial decisions Organizes findings in a clear and structured manner and internally present those findings Performs other related duties and responsibilities as assigned Qualifications EDUCATION: Undergraduate seniors or MBA students Preferred Majors: Accounting, Business Administration, Finance, Mathematics, Health Care Administration Minimum 3.0 GPA EXPERIENCE: Demonstrated problem solving, analytic, financial, and evaluative skills Action-oriented, self-starter with a strong learning focus Intermediate/Advanced proficiency in MS Office (Excel Pivots, VLOOKUPs and Advanced Formulas) Attention to detail and ability to effectively and efficiently perform multiple tasks and balance competing priorities often within a required timeframe Ability to effectively communicate and collaborate with internal and external stakeholders Work well with limited oversight and under ambiguity Action-oriented, self-starter with a strong learning focus Experience with healthcare finance or healthcare economics (desired, not required) LICENSURE/CERTIFICATION/REGISTRY/LISTING:
    $23k-30k yearly est. Auto-Apply 60d+ ago
  • Power Market Finance Analyst Intern

    Kiewit 4.6company rating

    Senior finance analyst job in Clyde, NC

    Kiewit is one of North America's largest and most respected construction and engineering organizations. With its roots dating back to 1884, the employee-owned organization operates through a network of subsidiaries in the United States, Canada, and Mexico. Kiewit offers construction and engineering services in a variety of markets including transportation; oil, gas and chemical; power; building; marine; water/wastewater; industrial; and mining. Kiewit had 2024 revenues of $16.8 billion and employs 31,800 staff and craft employees. Position Summary Plan, lay-out, install, test and repair all types of construction/mining equipment in accordance with all applicable plans, specifications, codes and industry standards. Assure that all construction/mining equipment works efficiently, safely and is in compliance with the company Preventative Maintenance Program. Experience Level Intermediate Primary Responsibilities and Duties * Read and understand plans and specifications, which includes the Operator's Manuals for equipment repair. * Use appropriate hand and power tools to repair, replace or perform maintenance on equipment * Receive equipment assigned to the job and document the condition; set this equipment up on a regular service and inspection schedules * Organize a library of reference material, equipment files, and backlog schedules * Evaluate a timetable to assure certifications such as for cranes and commercial vehicles * Assist equipment operators in effectively using onsite forms * Assist the project with the generation of an accurate Equipment plan * Assure the efficient, clean and safe fueling and oiling of equipment * Assure that equipment leaving the job is Job-ready for the next assignment * Document with the Off-Hire Report. Qualifications * May require a high school diploma or its equivalent with previous years of experience in the field or in a related area. * Must possess working knowledge skills and abilities for position. * Ability to understand, follow and transmit written and oral instructions and communicate effectively with management/supervision. * Ability to use hand tools, power tools and layout tools safe and efficiently. Requirements * The person in this position needs to constantly move about a construction/industrial site, so should be able to stand, walk, sit, reach, stoop, kneel, crouch, and/or crawl * Constantly works in a construction environment and will be exposed to changing outdoor weather conditions * Work irregular hours, weekends, overtime and holidays as required * May be required to use ladders/mechanical platforms/manlifts/scaffold to access required equipment/work areas (may exceed 200 feet), so must be able to climb and maintain balance on formwork, steel formwork, stairs, ladders and scaffolds * Move and work in and around confined and cluttered places, and uneven surfaces * Must be able to complete tasks in a noisy and dusty environment * May be required/able to move items weighing up to 50 pounds across construction/industrial site * Must have required tools * Must have current CDL License * Must have a Current Hazmat/Tanker endorsements * Observe and comply with all safety and project rules, perform other duties as required * Ability to pass pre-access drug and alcohol testing Equal Opportunity Employer, including disability and protected veteran status.
    $33k-44k yearly est. 24d ago
  • Financial Analyst Internship

    Cascades Inc.

    Senior finance analyst job in Wagram, NC

    WELCOME HOME! - Financial Analyst Internship At Cascades, Sustainable Development means Respecting the True Nature of our 10,000 talents. We put you first: * Group insurance & 401(k)/Retirement Plan with Company Contributions * Accessible gym space &/or Paid Sports Activities * Employee Assistance Program * Base Salary Range for Senior Financial Analyst is $45,000-$50,000 (non-exempt salaried) Responsibilities * Willing to develop good understanding of SAP, financial reporting system. * Month end closing activities such as preparing journal entries, reviewing balance sheet and income statement accounts for potential posting errors. * Willing to learn basic P2P process, assist in researching & resolving accounts payable issues. * Participating in various physical inventory counts, reconciliations, and ensuring continuous compliance with company policies and procedures. * Assist in providing monthly variance analysis, financial models and projections in support of business decisions * Willing to develop an understanding of the manufacturing environment and all key drivers of the financial results. Bring out the best in yourself. Commit. Evolve. Persevere. Every day, our colleagues choose to respect their true nature by contributing with passion to our mission. RELEVANT EXPERIENCE & STRENGTHS * Excellent organizational skills and attention to detail * Strong analytical and problem solving skills * Prioritization of time and work * Use of self-initiative and independence to complete tasks with urgency and meet deadlines. * Unparalleled rigor to produce required deliverables * Ability to address issues and problems by proposing solutions * Ability to overcome ambiguities and complex situations * Ability to support and advise business partners in analyzing their needs and finding solutions * Ability to act and react quickly while taking the lead on a number of different files * Strong sense of responsibility * Proficiency in English * Proficiency in Office Suite (Excel, Word, PowerPoint) REQUIREMENTS * Bachelor's Degree in Accounting or Finance from an accredited institution. (Students must be in final semester of school) * Course requirements - a minimum of 6 hours of general accounting, 3 hours of cost accounting or management accounting, 3 hours of finance. * Though this position is 100% on-site, there will be accommodations made for student applicants. About Cascades Cascades believes in the success of an inclusive organization that values diversity within its team. All qualified candidates will be considered for this position in a fair manner. To be part of Cascades is to reveal the full potential of materials, people and ideas. We are a source of possibilities since 1964. Cascades have been providing sustainable, innovative and value-creating solutions in packaging, hygiene and recovery. Join 10,000 talents working in a network in almost 70 operating units located in North America.
    $45k-50k yearly 39d ago
  • Financial Analyst Internship

    Cascades Inc.

    Senior finance analyst job in Wagram, NC

    Welcome to Cascades! At Cascades, sustainable development means respecting the true nature of our 10,000 talents. We put you first: * Progressive remuneration between $45k and $50k, according to your academic background * Weekly Pay * PPE allowance * Bonus if you come back to work with us the next semester * Reimbursement of your tuition fees if you stay with us in permanent employment * Paid exam and professional membership fees * Many opportunities for advancement at Cascades Additional job details: * Address: 19320 Airbase Rd, Wagram, NC 28396, United States * Schedule: This role is 100% on-site, but flexible accommodations will be made for student schedules * Strong potential to convert to a permanent full time role Develop your talents with us Being an intern or student at Cascades is a unique opportunity to define your interests and discover your passion as our new Financial Analyst Internship: * Learn and develop a strong understanding of SAP and financial reporting systems * Support month-end closing activities: journal entries, account reviews, and error resolution * Assist with the Procure-to-Pay (P2P) process and help resolve accounts payable issues * Participate in physical inventory counts and reconciliations * Contribute to monthly variance analysis, financial modeling, and projections * Gain exposure to manufacturing operations and financial performance drivers There's nobody quite like you! You too, put your strengths forward: * Bachelor's Degree in Accounting or Finance (students must be in their final semester) * Coursework: minimum of 6 hours in general accounting, 3 hours in cost/management accounting, and 3 hours in finance * Strong organizational skills and attention to detail * Analytical mindset and problem-solving ability * Initiative and independence in managing tasks and meeting deadlines * Ability to navigate ambiguity and propose solutions * Proficiency in English and Microsoft Office Suite (Excel, Word, PowerPoint) * A strong sense of responsibility and ownership We look forward to meeting you! About Cascades Cascades believes in the success of an inclusive organization that values diversity within its team. All qualified candidates will be considered for this position in a fair manner. To be part of Cascades is to reveal the full potential of materials, people and ideas. We are a source of possibilities since 1964. Cascades have been providing sustainable, innovative and value-creating solutions in packaging, hygiene and recovery. Join 10,000 talents working in a network in almost 70 operating units located in North America.
    $45k-50k yearly 22d ago

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