Financial Reporting Manager
28230 Charlotte, North Carolina
Robert Half
Posted 6 days ago
Job Viewed
Job Description
Description
We are looking for a Financial Reporting Manager to join our team in Charlotte, North Carolina. This role is essential in overseeing financial reporting, budgeting, and forecasting processes, while driving improvements in systems and procedures. The successful candidate will bring a strong accounting background, advanced technical expertise, and the ability to analyze complex financial data with precision.
Responsibilities:
- Lead the preparation, maintenance, and presentation of monthly and annual financial statements, ensuring accuracy and compliance.
- Oversee the budgeting process by compiling and analyzing operating results, while delivering comprehensive reports.
- Investigate variances between forecasts, budgets, and historical performance to provide actionable insights.
- Design and deliver ad-hoc analytical reports to address business needs and support quick decision-making.
- Collaborate with the Financial Operations team to retrieve data, compile profit and loss statements, and conduct in-depth analyses.
- Manage and develop a team of financial analysts, fostering growth and operational excellence.
- Act as a key liaison between accounting and reporting teams to ensure seamless communication and alignment.
- Identify and implement process improvements to enhance efficiency and accuracy in financial operations.
- Serve as a subject matter expert in financial systems architecture, ensuring alignment between accounting and reporting.
- Partner with cross-functional teams to optimize systems for financial calculations and data consolidations
Requirements - Bachelor's degree in Accounting or a related field.
- At least 7 years of experience in financial reporting or a similar role.
- Advanced proficiency in Excel, including macros, pivot tables, and advanced formulas.
- Hands-on experience with Oracle Cloud, Smartview/Essbase, or Hyperion systems.
- Strong analytical and problem-solving skills, with the ability to handle large datasets.
- Excellent organizational and time management skills to manage multiple priorities effectively.
- Proven ability to collaborate across functions and influence stakeholders in a matrixed environment.
- Technical aptitude and willingness to develop expertise in accounting software systems.
Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app ( and get 1-tap apply, notifications of AI-matched jobs, and much more.
All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use ( .
We are looking for a Financial Reporting Manager to join our team in Charlotte, North Carolina. This role is essential in overseeing financial reporting, budgeting, and forecasting processes, while driving improvements in systems and procedures. The successful candidate will bring a strong accounting background, advanced technical expertise, and the ability to analyze complex financial data with precision.
Responsibilities:
- Lead the preparation, maintenance, and presentation of monthly and annual financial statements, ensuring accuracy and compliance.
- Oversee the budgeting process by compiling and analyzing operating results, while delivering comprehensive reports.
- Investigate variances between forecasts, budgets, and historical performance to provide actionable insights.
- Design and deliver ad-hoc analytical reports to address business needs and support quick decision-making.
- Collaborate with the Financial Operations team to retrieve data, compile profit and loss statements, and conduct in-depth analyses.
- Manage and develop a team of financial analysts, fostering growth and operational excellence.
- Act as a key liaison between accounting and reporting teams to ensure seamless communication and alignment.
- Identify and implement process improvements to enhance efficiency and accuracy in financial operations.
- Serve as a subject matter expert in financial systems architecture, ensuring alignment between accounting and reporting.
- Partner with cross-functional teams to optimize systems for financial calculations and data consolidations
Requirements - Bachelor's degree in Accounting or a related field.
- At least 7 years of experience in financial reporting or a similar role.
- Advanced proficiency in Excel, including macros, pivot tables, and advanced formulas.
- Hands-on experience with Oracle Cloud, Smartview/Essbase, or Hyperion systems.
- Strong analytical and problem-solving skills, with the ability to handle large datasets.
- Excellent organizational and time management skills to manage multiple priorities effectively.
- Proven ability to collaborate across functions and influence stakeholders in a matrixed environment.
- Technical aptitude and willingness to develop expertise in accounting software systems.
Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app ( and get 1-tap apply, notifications of AI-matched jobs, and much more.
All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use ( .
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0
Financial Reporting Manager
28230 Charlotte, North Carolina
Truist
Posted 15 days ago
Job Viewed
Job Description
**The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.**
Need Help? ( you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility ( ?subject=Accommodation%20request)_
_(accommodation requests only; other inquiries won't receive a response)._
**Regular or Temporary:**
Regular
**Language Fluency:** English (Required)
**Work Shift:**
1st shift (United States of America)
**Please review the following job description:**
Performance of a variety of accounting and financial reporting activities. Ensure the accurate and timely preparation, review, production and distribution of internal and external corporate and bank financial reports and data submissions, including reports distributed to or filed with the Truist Board of Directors and Executive Leadership, Securities and Exchange Commission (SEC), Federal Deposit Insurance Corporation (FDIC) and Federal Reserve Board (FRB).
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
+ Support the Company's SEC reporting process including the preparation and filing of periodic SEC filings on Forms 10-K, 10-Q, 8-K to ensure they are complete, accurate, and filed in accordance with U.S. GAAP and SEC regulations.
+ Partner with the Investor Relations team and senior stakeholders in the preparation of materials for the quarterly earnings release process and addressing investor queries related to financial reports.
+ Prepare and review materials to senior leadership summarizing issues and communicating solutions as well as quarterly updates to disclosures.
+ Proactively identify, research, consult, and draft technical memorandums on accounting issues and disclosures, including for new accounting and reporting standards.
+ Review and update policies and procedures for compliance with regulations and corporate polices and standards.
+ Support development of new accounting processes and procedures.
+ Ensure robust internal controls over financial reporting in compliance with Sarbanes-Oxley (SOX) requirements, including disclosure controls and procedures.
+ Interact with internal and external audit, and support for the auditing process overall.
+ Act as a change agent to streamline, improve and further automate the SEC reporting processes to provide a new perspective on existing processes.
+ Support disclosure enhancements and process improvements to address internal/external challenges, including ability to research disclosure requirements and interact with internal business leaders / peer institutions to understand disclosure needs.
+ Review and approve work of other team members.
**Required Qualifications:**
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
+ Bachelor's degree in Accounting, Finance, Business Administration or equivalent education and related trainingFive years of relevant accounting or accounting policy experience;
+ Understanding of GAAP and SEC/Regulatory Reporting.
+ Ability to take direction and then work independently to complete tasks while considering broader implications or necessary additional analysis.
+ Ability to build consensus through communication and presentation of factual and relevant information.
+ Strong verbal and written communication skills.
+ Strong analytical and problem-solving skills.
+ Sound and logical decision-making abilities.
+ Ability to work well with others in a dynamic, team-oriented environment.
+ Ability to work under difficult time constraints.
+ Proficiency in computer applications such as Microsoft Office Excel, PowerPoint, Word, Outlook, and other basic software products.
**Preferred Qualifications:**
+ Master's or advanced degree in Business or Accountancy Certified Public Accountant (CPA) designation; strong technical accounting knowledge
+ Prior experience working for a large, SEC-registered financial institution or senior manager-level public accountant with extensive bank experience
+ Prior experience as an examiner of financial reports for either the Office of the Comptroller of the Currency (OCC), FRB or FDIC
+ Proficient in Essbase/Hyperion, SAP, and Workiva
+ Prior experience witheXtensible Business Reporting Language (XBRL) tagging and review.
**General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site ( Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
**_Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace._**
EEO is the Law ( Transparency Nondiscrimination Provision ( (
Need Help? ( you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility ( ?subject=Accommodation%20request)_
_(accommodation requests only; other inquiries won't receive a response)._
**Regular or Temporary:**
Regular
**Language Fluency:** English (Required)
**Work Shift:**
1st shift (United States of America)
**Please review the following job description:**
Performance of a variety of accounting and financial reporting activities. Ensure the accurate and timely preparation, review, production and distribution of internal and external corporate and bank financial reports and data submissions, including reports distributed to or filed with the Truist Board of Directors and Executive Leadership, Securities and Exchange Commission (SEC), Federal Deposit Insurance Corporation (FDIC) and Federal Reserve Board (FRB).
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
+ Support the Company's SEC reporting process including the preparation and filing of periodic SEC filings on Forms 10-K, 10-Q, 8-K to ensure they are complete, accurate, and filed in accordance with U.S. GAAP and SEC regulations.
+ Partner with the Investor Relations team and senior stakeholders in the preparation of materials for the quarterly earnings release process and addressing investor queries related to financial reports.
+ Prepare and review materials to senior leadership summarizing issues and communicating solutions as well as quarterly updates to disclosures.
+ Proactively identify, research, consult, and draft technical memorandums on accounting issues and disclosures, including for new accounting and reporting standards.
+ Review and update policies and procedures for compliance with regulations and corporate polices and standards.
+ Support development of new accounting processes and procedures.
+ Ensure robust internal controls over financial reporting in compliance with Sarbanes-Oxley (SOX) requirements, including disclosure controls and procedures.
+ Interact with internal and external audit, and support for the auditing process overall.
+ Act as a change agent to streamline, improve and further automate the SEC reporting processes to provide a new perspective on existing processes.
+ Support disclosure enhancements and process improvements to address internal/external challenges, including ability to research disclosure requirements and interact with internal business leaders / peer institutions to understand disclosure needs.
+ Review and approve work of other team members.
**Required Qualifications:**
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
+ Bachelor's degree in Accounting, Finance, Business Administration or equivalent education and related trainingFive years of relevant accounting or accounting policy experience;
+ Understanding of GAAP and SEC/Regulatory Reporting.
+ Ability to take direction and then work independently to complete tasks while considering broader implications or necessary additional analysis.
+ Ability to build consensus through communication and presentation of factual and relevant information.
+ Strong verbal and written communication skills.
+ Strong analytical and problem-solving skills.
+ Sound and logical decision-making abilities.
+ Ability to work well with others in a dynamic, team-oriented environment.
+ Ability to work under difficult time constraints.
+ Proficiency in computer applications such as Microsoft Office Excel, PowerPoint, Word, Outlook, and other basic software products.
**Preferred Qualifications:**
+ Master's or advanced degree in Business or Accountancy Certified Public Accountant (CPA) designation; strong technical accounting knowledge
+ Prior experience working for a large, SEC-registered financial institution or senior manager-level public accountant with extensive bank experience
+ Prior experience as an examiner of financial reports for either the Office of the Comptroller of the Currency (OCC), FRB or FDIC
+ Proficient in Essbase/Hyperion, SAP, and Workiva
+ Prior experience witheXtensible Business Reporting Language (XBRL) tagging and review.
**General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site ( Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
**_Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace._**
EEO is the Law ( Transparency Nondiscrimination Provision ( (
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1
Finance Analyst
28245 Charlotte, North Carolina
Churchill Real Estate
Posted today
Job Viewed
Job Description
About the Role
We are seeking a highly motivated Finance Analyst to join our Finance team. In this role, you will support multiple business lines across the organization, including Structured Finance, Whole Loan Originations, Accounting, Treasury, and Asset Management. Your responsibilities will span from assisting with day-to-day loan trading and capital markets activities to ongoing portfolio management and monthly reporting. This is an excellent opportunity for a finance professional looking to grow in a fast-paced, collaborative environment within the real estate lending industry.
Key Responsibilities
- Prepare settlement statements for weekly loan trading and capital markets activities
- Support ongoing portfolio management and monitoring across multiple portfolios
- Provide transactional support for Structured Finance and related business lines
- Complete month-end reporting for various investor portfolios
- Collaborate cross-functionally with Accounting, Treasury, Structured Finance, Whole Loan Originations, and Asset Management teams
- Deliver ad-hoc reporting and analysis as needed
Qualifications
- Bachelor's degree in Finance, Business, Economics, or a related field
- 2–4 years of relevant experience, preferably within the real estate or lending sector
- Familiarity with residential lending is a plus
- Strong analytical and problem-solving skills with the ability to interpret financial data
- Excellent written and verbal communication skills
- Proficient in Microsoft Excel; experience with SQL is a plus
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2
Finance Analyst
28230 Charlotte, North Carolina
CBRE
Posted 8 days ago
Job Viewed
Job Description
Finance Analyst
Job ID
Posted
30-Sep-2025
Service line
GWS Segment
Role type
Full-time
Areas of Interest
Accounting/Finance
Location(s)
Charlotte - North Carolina - United States of America, Tampa - Florida - United States of America
CBRE Global Workplace Solutions (GWS) works with clients to make real estate a significant contributor to organizational productivity and performance. Our account management model is at the heart of our client-centric approach to delivering integrated real estate solutions. Each client is entrusted with a dedicated leader and is supported by regional and global resources, demonstrating the industry's most robust platform. CBRE GWS delivers consistent, measurably superior outcomes for our clients at every stage of the lifecycle, and across industries and geographies.
**About the role**
Join our team and gain valuable experience supporting a prominent financial institution client. Working under supervision, you'll develop your financial analysis skills by conducting and documenting analyses of moderate complexity and assisting with core financial functions such as assessment, auditing, planning, budgeting, consolidation, and cost/project control.
**What you'll do**
+ Evaluates and analyzes a variety of financial results and indicators such as capital expenditures, depreciation, proposals, investment opportunities, rate of return, profit plans, operating records, financial statements, etc. Recommends actions that may be taken to improve financial results.
+ Compiles budgetary and fiscal data received from assigned departments to prepare revenue balance statements and historical comparisons of departmental expenditures with requested appropriations.
+ Analyzes records of present and past operations, trends and costs, estimated and realized revenues, administrative commitments, and obligations incurred to project future revenues and expenses.
+ Assists in preparation of special studies, analyses, and recommendations in areas such as budgets, forecasts, financial plans, governmental requirements, statistical reports, and business forecasts.
+ Retrieves and prioritizes data into required reporting formats to provide a basis for comparison and evaluation.
+ Prepares reports analyzing specific aspects of department structures, functions and operational procedures and recommends ways to improve efficiency and/or effectiveness.
**What you'll need**
Bachelor's degree from a four-year college or university in a business related field, preferred.
**Why CBRE?**
+ CBRE prides itself on its RISE values of Respect, integrity, Service and Excellence! CBRE is the global leader in commercial real estate services and investment. This role will provide the following benefits: 401(K), Dental insurance, Health insurance, Life insurance, and Vision insurance.
**Disclaimers**
+ Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future.
**Equal Employment Opportunity:** CBRE has a long-standing commitment to providing equal employment opportunity to all qualified applicants regardless of race, color, religion, national origin, sex, sexual orientation, gender identity, pregnancy, age, citizenship, marital status, disability, veteran status, political belief, or any other basis protected by applicable law.
**Candidate Accommodations:** CBRE values the differences of all current and prospective employees and recognizes how every employee contributes to our company's success. CBRE provides reasonable accommodations in job application procedures for individuals with disabilities. If you require assistance due to a disability in the application or recruitment process, please submit a request via email at or via telephone at (U.S.) and (Canada).
CBRE, Inc. is an Equal Opportunity and Affirmative Action Employer (Women/Minorities/Persons with Disabilities/US Veterans)
Job ID
Posted
30-Sep-2025
Service line
GWS Segment
Role type
Full-time
Areas of Interest
Accounting/Finance
Location(s)
Charlotte - North Carolina - United States of America, Tampa - Florida - United States of America
CBRE Global Workplace Solutions (GWS) works with clients to make real estate a significant contributor to organizational productivity and performance. Our account management model is at the heart of our client-centric approach to delivering integrated real estate solutions. Each client is entrusted with a dedicated leader and is supported by regional and global resources, demonstrating the industry's most robust platform. CBRE GWS delivers consistent, measurably superior outcomes for our clients at every stage of the lifecycle, and across industries and geographies.
**About the role**
Join our team and gain valuable experience supporting a prominent financial institution client. Working under supervision, you'll develop your financial analysis skills by conducting and documenting analyses of moderate complexity and assisting with core financial functions such as assessment, auditing, planning, budgeting, consolidation, and cost/project control.
**What you'll do**
+ Evaluates and analyzes a variety of financial results and indicators such as capital expenditures, depreciation, proposals, investment opportunities, rate of return, profit plans, operating records, financial statements, etc. Recommends actions that may be taken to improve financial results.
+ Compiles budgetary and fiscal data received from assigned departments to prepare revenue balance statements and historical comparisons of departmental expenditures with requested appropriations.
+ Analyzes records of present and past operations, trends and costs, estimated and realized revenues, administrative commitments, and obligations incurred to project future revenues and expenses.
+ Assists in preparation of special studies, analyses, and recommendations in areas such as budgets, forecasts, financial plans, governmental requirements, statistical reports, and business forecasts.
+ Retrieves and prioritizes data into required reporting formats to provide a basis for comparison and evaluation.
+ Prepares reports analyzing specific aspects of department structures, functions and operational procedures and recommends ways to improve efficiency and/or effectiveness.
**What you'll need**
Bachelor's degree from a four-year college or university in a business related field, preferred.
**Why CBRE?**
+ CBRE prides itself on its RISE values of Respect, integrity, Service and Excellence! CBRE is the global leader in commercial real estate services and investment. This role will provide the following benefits: 401(K), Dental insurance, Health insurance, Life insurance, and Vision insurance.
**Disclaimers**
+ Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future.
**Equal Employment Opportunity:** CBRE has a long-standing commitment to providing equal employment opportunity to all qualified applicants regardless of race, color, religion, national origin, sex, sexual orientation, gender identity, pregnancy, age, citizenship, marital status, disability, veteran status, political belief, or any other basis protected by applicable law.
**Candidate Accommodations:** CBRE values the differences of all current and prospective employees and recognizes how every employee contributes to our company's success. CBRE provides reasonable accommodations in job application procedures for individuals with disabilities. If you require assistance due to a disability in the application or recruitment process, please submit a request via email at or via telephone at (U.S.) and (Canada).
CBRE, Inc. is an Equal Opportunity and Affirmative Action Employer (Women/Minorities/Persons with Disabilities/US Veterans)
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3
Finance Intern
28230 Charlotte, North Carolina
Dentsply Sirona
Posted 15 days ago
Job Viewed
Job Description
Dentsply Sirona is the world's largest manufacturer of professional dental products and technologies, with a 130-year history of innovation and service to the dental industry and patients worldwide. Dentsply Sirona develops, manufactures, and markets a comprehensive solutions offering including dental and oral health products as well as other consumable medical devices under a strong portfolio of world class brands. Dentsply Sirona's products provide innovative, high-quality and effective solutions to advance patient care and deliver better and safer dentistry. Dentsply Sirona's global headquarters is located in Charlotte, North Carolina. The company's shares are listed in the United States on NASDAQ under the symbol XRAY.
**Bringing out the best in people**
As advanced as dentistry is today, we are dedicated to making it even better. Our people have a passion for innovation and are committed to applying it to improve dental care. We live and breathe high performance, working as one global team, bringing out the best in each other for the benefit of dental patients, and the professionals who serve them. If you want to grow and develop as a part of a team that is shaping an industry, then we're looking for the best to join us.
Working at Dentsply Sirona you are able to:
**Develop faster** - with our commitment to the best professional development.
**Perform better** - as part of a high-performance, empowering culture.
**Shape an industry** - with a market leader that continues to drive innovation.
**Make a difference** -by helping improve oral health worldwide.
Our Finance & Accounting Development Program offers a three-month challenging, high impact internship where you will work through important projects and experience corporate finance at Dentsply Sirona. In addition to hands on learning, you'll participate in our intern event series (to learn about Dentsply Sirona, Finance / Accounting and business) and social activities. At the end of the internship, you will present what you accomplished to senior finance leadership.
Candidates will have the opportunity to participate in a paid three-month internship in one of our core finance areas (examples below):
+ Financial Planning & Analysis
+ Corporate Accounting
+ Finance Specialties (Audit, Investor Relations, Treasury, Tax)
Most of our full-time hiring is done from our intern program - so take this opportunity to become part of the Dentsply Sirona Finance & Accounting Development Program.
We look for top caliber students who have exhibited a superior record of achievement both inside and outside the classroom, along with strong interpersonal communication and leadership skills.
Current internships are U.S. based.
**Qualifications/ Requirements**
+ Currently pursuing, at a minimum, a Bachelor's Degree in Finance, Accounting, or Economics
+ Anticipated graduation date of May 2027
+ Minimum GPA 3.0
+ Demonstrates leadership experience
+ Excellent written and verbal communication skills
+ Has interest/ability to work in a dynamic, challenging work environment
+ Good time management/organization skills with the ability to multi-task
+ Microsoft Suite experience preferred
+ Experience in and/or leading team projects
+ Ability to temporarily relocate within the United States for rotational assignments
+ Must be authorized to work in the US without sponsorship
Dentsply Sirona is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, sexual orientation, disability, or protected Veteran status. We appreciate your interest in Dentsply Sirona.
If you need assistance with completing the online application due to a disability, please send an accommodation request to ( ) . Please be sure to include "Accommodation Request" in the subject.
**For California Residents:**
We may collect the following categories of personal information in connection with the submission of your resume or application materials to us for employment, and if hired, your employment with us: identifiers (e.g., name, address, email address, birthdate); personal records (e.g., telephone number, signature, education information, criminal background information, passport number and visa information); consumer characteristics (e.g., sex, marital status, veteran status, race, disability, sexual orientation); professional or employment information (e.g., resume, cover letter, employment history, background check forms, references, certifications, transcripts and languages spoken); and inferences from personal information collected (e.g., a profile reflecting abilities and aptitudes).
The above categories of personal information are collected for the following business purposes: performing recruitment and hiring services; processing interactions and transactions (e.g., to comply with federal and state laws requiring us to maintain certain records, managing the workforce); and security (e.g., detecting security incidents, protecting against fraudulent or illegal activity).
For additional details and questions, contact us at
**Bringing out the best in people**
As advanced as dentistry is today, we are dedicated to making it even better. Our people have a passion for innovation and are committed to applying it to improve dental care. We live and breathe high performance, working as one global team, bringing out the best in each other for the benefit of dental patients, and the professionals who serve them. If you want to grow and develop as a part of a team that is shaping an industry, then we're looking for the best to join us.
Working at Dentsply Sirona you are able to:
**Develop faster** - with our commitment to the best professional development.
**Perform better** - as part of a high-performance, empowering culture.
**Shape an industry** - with a market leader that continues to drive innovation.
**Make a difference** -by helping improve oral health worldwide.
Our Finance & Accounting Development Program offers a three-month challenging, high impact internship where you will work through important projects and experience corporate finance at Dentsply Sirona. In addition to hands on learning, you'll participate in our intern event series (to learn about Dentsply Sirona, Finance / Accounting and business) and social activities. At the end of the internship, you will present what you accomplished to senior finance leadership.
Candidates will have the opportunity to participate in a paid three-month internship in one of our core finance areas (examples below):
+ Financial Planning & Analysis
+ Corporate Accounting
+ Finance Specialties (Audit, Investor Relations, Treasury, Tax)
Most of our full-time hiring is done from our intern program - so take this opportunity to become part of the Dentsply Sirona Finance & Accounting Development Program.
We look for top caliber students who have exhibited a superior record of achievement both inside and outside the classroom, along with strong interpersonal communication and leadership skills.
Current internships are U.S. based.
**Qualifications/ Requirements**
+ Currently pursuing, at a minimum, a Bachelor's Degree in Finance, Accounting, or Economics
+ Anticipated graduation date of May 2027
+ Minimum GPA 3.0
+ Demonstrates leadership experience
+ Excellent written and verbal communication skills
+ Has interest/ability to work in a dynamic, challenging work environment
+ Good time management/organization skills with the ability to multi-task
+ Microsoft Suite experience preferred
+ Experience in and/or leading team projects
+ Ability to temporarily relocate within the United States for rotational assignments
+ Must be authorized to work in the US without sponsorship
Dentsply Sirona is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, sexual orientation, disability, or protected Veteran status. We appreciate your interest in Dentsply Sirona.
If you need assistance with completing the online application due to a disability, please send an accommodation request to ( ) . Please be sure to include "Accommodation Request" in the subject.
**For California Residents:**
We may collect the following categories of personal information in connection with the submission of your resume or application materials to us for employment, and if hired, your employment with us: identifiers (e.g., name, address, email address, birthdate); personal records (e.g., telephone number, signature, education information, criminal background information, passport number and visa information); consumer characteristics (e.g., sex, marital status, veteran status, race, disability, sexual orientation); professional or employment information (e.g., resume, cover letter, employment history, background check forms, references, certifications, transcripts and languages spoken); and inferences from personal information collected (e.g., a profile reflecting abilities and aptitudes).
The above categories of personal information are collected for the following business purposes: performing recruitment and hiring services; processing interactions and transactions (e.g., to comply with federal and state laws requiring us to maintain certain records, managing the workforce); and security (e.g., detecting security incidents, protecting against fraudulent or illegal activity).
For additional details and questions, contact us at
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4
Finance Manager
28230 Charlotte, North Carolina
CBRE
Posted 15 days ago
Job Viewed
Job Description
Finance Manager
Job ID
Posted
22-Jul-2025
Service line
GWS Segment
Role type
Full-time
Areas of Interest
Accounting/Finance
Location(s)
Atlanta - Georgia - United States of America, Charlotte - North Carolina - United States of America
Global Workplace Solutions (GWS) - Local is a hard services-led, tailored facility management solution. We self-perform hard services while partnering with best-in-class soft service providers to offer custom facility and project management solutions to our clients. We focus on empowering our team with a high-level of downstream accountability resulting in an agile and efficient service delivery.
In addition to our core facility and project management capabilities, our platform offers direct access to our Best-in-Class services including ESG, Security Consulting, Workplace Strategy, and Workplace Experience.
**About the Role:**
As a CBRE Finance Manager, you will manage the team responsible for producing limited output associated with Finance Strategy and Operations, including but not limited to the annual budget preparation, monthly forecasts, strategic planning, and management reporting.
This job is part of the Financial Strategy and Operations job function. They are responsible for maintaining accounting, financial, and reporting policies and controls.
**What You'll Do:**
-Support the training and development of staff.
-Establish work schedules, assign tasks, and cross-train staff. Set and track staff and department deadlines. Mentor and coach as needed.
-Own the budgeting process, forecasting process, strategic planning process, and standard management reporting.
-Prepare balance sheet account analysis, statement of cash flows and supporting schedules, and standard consolidated reporting packs for accuracy.
-Prepare and approve basic monthly journal entries.
-Produce a variety of routine and ad hoc financial reports, packages, and pro forma analyses for senior management and planning unit.
-Coordinate research, development, and preparation of accounting policy and procedures.
-Exchange and explain difficult information, convey performance expectations, and handle sensitive issues.
-Influence parties of shared interests to reach an agreement.
-Lead by example and model behaviors that are consistent with CBRE RISE values. Influence parties of shared interests to reach an agreement.
-Apply knowledge of own discipline and how own discipline integrates with others to achieve team and departmental objectives.
-Identify, troubleshoot, and resolve day-to-day and moderately complex issues which may or may not be evident in existing systems and processes.
-Serve as a cultural ambassador while on-site with the client, promoting organizational values and fostering a positive work environment.
-Participate actively in client meetings by providing financial insights, supporting strategic discussions, and ensuring alignment with client objectives.
**What You'll Need:**
-Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future.
-Bachelor's Degree preferred with 3-5 years of relevant experience. In lieu of a degree, a combination of experience and education will be considered.
-Experience in the areas of staffing, selection, training, development, coaching, mentoring, measuring, appraising, and rewarding performance and retention preferred.
-Ability to guide the exchange of sensitive, complicated, and difficult information, convey performance expectations and handle problems.
-Leadership skills to motivate team impact on quality, efficiency, and effectiveness of the job discipline and department.
-In-depth knowledge of Microsoft Office products. Examples include Word, Excel, Outlook, etc.
-Extensive organizational skills with a strong inquisitive mindset.
-Intermediate math skills. Ability to calculate complicated figures such as percentages, fractions, and other financial-related calculations.
**Why CBRE**
When you join CBRE, you become part of the global leader in commercial real estate services and investment that helps businesses and people thrive. We are dynamic problem solvers and forward-thinking professionals who create significant impact. Our collaborative culture is built on our shared values - respect, integrity, service and excellence - and we value the diverse perspectives, backgrounds and skillsets of our people. At CBRE, you have the opportunity to realize your full potential.
**Our Values in Hiring**
At CBRE, we are committed to fostering a culture where everyone feels they belong. We value diverse perspectives and experiences, and we welcome all applications.
**Equal Employment Opportunity:** CBRE has a long-standing commitment to providing equal employment opportunity to all qualified applicants regardless of race, color, religion, national origin, sex, sexual orientation, gender identity, pregnancy, age, citizenship, marital status, disability, veteran status, political belief, or any other basis protected by applicable law.
**Candidate Accommodations:** CBRE values the differences of all current and prospective employees and recognizes how every employee contributes to our company's success. CBRE provides reasonable accommodations in job application procedures for individuals with disabilities. If you require assistance due to a disability in the application or recruitment process, please submit a request via email at or via telephone at (U.S.) and (Canada).
CBRE GWS
CBRE Global Workplace Solutions (GWS) works with clients to make real estate a meaningful contributor to organizational productivity and performance. Our account management model is at the heart of our client-centric approach to delivering integrated real estate solutions. Each client is entrusted with a dedicated leader and is supported by regional and global resources, leveraging the industry's most robust platform. CBRE GWS delivers consistent, measurably superior outcomes for our clients at every stage of the lifecycle, and across industries and geographies.
Find out more ( Inc. is an Equal Opportunity and Affirmative Action Employer (Women/Minorities/Persons with Disabilities/US Veterans)
Job ID
Posted
22-Jul-2025
Service line
GWS Segment
Role type
Full-time
Areas of Interest
Accounting/Finance
Location(s)
Atlanta - Georgia - United States of America, Charlotte - North Carolina - United States of America
Global Workplace Solutions (GWS) - Local is a hard services-led, tailored facility management solution. We self-perform hard services while partnering with best-in-class soft service providers to offer custom facility and project management solutions to our clients. We focus on empowering our team with a high-level of downstream accountability resulting in an agile and efficient service delivery.
In addition to our core facility and project management capabilities, our platform offers direct access to our Best-in-Class services including ESG, Security Consulting, Workplace Strategy, and Workplace Experience.
**About the Role:**
As a CBRE Finance Manager, you will manage the team responsible for producing limited output associated with Finance Strategy and Operations, including but not limited to the annual budget preparation, monthly forecasts, strategic planning, and management reporting.
This job is part of the Financial Strategy and Operations job function. They are responsible for maintaining accounting, financial, and reporting policies and controls.
**What You'll Do:**
-Support the training and development of staff.
-Establish work schedules, assign tasks, and cross-train staff. Set and track staff and department deadlines. Mentor and coach as needed.
-Own the budgeting process, forecasting process, strategic planning process, and standard management reporting.
-Prepare balance sheet account analysis, statement of cash flows and supporting schedules, and standard consolidated reporting packs for accuracy.
-Prepare and approve basic monthly journal entries.
-Produce a variety of routine and ad hoc financial reports, packages, and pro forma analyses for senior management and planning unit.
-Coordinate research, development, and preparation of accounting policy and procedures.
-Exchange and explain difficult information, convey performance expectations, and handle sensitive issues.
-Influence parties of shared interests to reach an agreement.
-Lead by example and model behaviors that are consistent with CBRE RISE values. Influence parties of shared interests to reach an agreement.
-Apply knowledge of own discipline and how own discipline integrates with others to achieve team and departmental objectives.
-Identify, troubleshoot, and resolve day-to-day and moderately complex issues which may or may not be evident in existing systems and processes.
-Serve as a cultural ambassador while on-site with the client, promoting organizational values and fostering a positive work environment.
-Participate actively in client meetings by providing financial insights, supporting strategic discussions, and ensuring alignment with client objectives.
**What You'll Need:**
-Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future.
-Bachelor's Degree preferred with 3-5 years of relevant experience. In lieu of a degree, a combination of experience and education will be considered.
-Experience in the areas of staffing, selection, training, development, coaching, mentoring, measuring, appraising, and rewarding performance and retention preferred.
-Ability to guide the exchange of sensitive, complicated, and difficult information, convey performance expectations and handle problems.
-Leadership skills to motivate team impact on quality, efficiency, and effectiveness of the job discipline and department.
-In-depth knowledge of Microsoft Office products. Examples include Word, Excel, Outlook, etc.
-Extensive organizational skills with a strong inquisitive mindset.
-Intermediate math skills. Ability to calculate complicated figures such as percentages, fractions, and other financial-related calculations.
**Why CBRE**
When you join CBRE, you become part of the global leader in commercial real estate services and investment that helps businesses and people thrive. We are dynamic problem solvers and forward-thinking professionals who create significant impact. Our collaborative culture is built on our shared values - respect, integrity, service and excellence - and we value the diverse perspectives, backgrounds and skillsets of our people. At CBRE, you have the opportunity to realize your full potential.
**Our Values in Hiring**
At CBRE, we are committed to fostering a culture where everyone feels they belong. We value diverse perspectives and experiences, and we welcome all applications.
**Equal Employment Opportunity:** CBRE has a long-standing commitment to providing equal employment opportunity to all qualified applicants regardless of race, color, religion, national origin, sex, sexual orientation, gender identity, pregnancy, age, citizenship, marital status, disability, veteran status, political belief, or any other basis protected by applicable law.
**Candidate Accommodations:** CBRE values the differences of all current and prospective employees and recognizes how every employee contributes to our company's success. CBRE provides reasonable accommodations in job application procedures for individuals with disabilities. If you require assistance due to a disability in the application or recruitment process, please submit a request via email at or via telephone at (U.S.) and (Canada).
CBRE GWS
CBRE Global Workplace Solutions (GWS) works with clients to make real estate a meaningful contributor to organizational productivity and performance. Our account management model is at the heart of our client-centric approach to delivering integrated real estate solutions. Each client is entrusted with a dedicated leader and is supported by regional and global resources, leveraging the industry's most robust platform. CBRE GWS delivers consistent, measurably superior outcomes for our clients at every stage of the lifecycle, and across industries and geographies.
Find out more ( Inc. is an Equal Opportunity and Affirmative Action Employer (Women/Minorities/Persons with Disabilities/US Veterans)
View Now
5
Sr Manager - Financial Reporting
28230 Charlotte, North Carolina
TIAA
Posted 5 days ago
Job Viewed
Job Description
TIAA's Corporate Controller group is looking for a Senior Manager for the Statutory Financial Reporting team. The Statutory Financial Reporting Team is responsible for regulatory and analytical reporting for the Company's general and separate accounts. This role is responsible for ensuring the completeness and accuracy of the team's reporting, both internally and externally.
**Key Responsibilities and Duties**
+ Direct and manage the preparation of the quarterly fluctuation analysis, including accumulating financial support, performing an analytical review of the data, and networking with business partners to gather input into key trends/drivers, and significant changes for each quarter.
+ Direct and manage the preparation of monthly financial statements, including performing and documenting analytical reviews of the results.
+ Manage the preparation and perform review of the annual audited statutory financial statement and the quarterly and annual non-audited statutory financial statement (blue book) footnotes. Ensure their completeness, accuracy, and adherence to the New York Department of Financial Services requirements and Statutory Accounting Principles.
+ Prepare executive level financial reporting for presentation to the quarterly Disclosure Committee, Audit Committee, and Executive Management Team meetings.
+ Manage the completion of various regulatory reports, including the annual Management Discussion and Analysis, estimated GAAP financial statements, and responses to regulatory inquiries.
+ Provide audit support to internal/external auditors and serve as liaison for the external auditors. Maintain a sound internal control environment, create efficiencies and strengthen operating controls. Comply with and maintain all SOX procedures and controls.
+ Keep abreast of all new accounting and reporting regulations and participate in various industry working groups to ensure compliance with statutory accounting principles. Research, interpret and apply accounting guidance and coordinate with the Accounting Policy team to ensure appropriate application of accounting principles.
+ Network with senior personnel to expand knowledge, gain insight, and influence outcomes.
**Educational Requirements**
+ University (Degree) Preferred
**Work Experience**
+ 5+ Years Required; 7+ Years Preferred
**Physical Requirements**
+ Physical Requirements: Sedentary Work
**Career Level**
8PL
**Required Qualifications:**
+ 5+ years of financial reporting experience required
+ CPA required
**Preferred Qualifications:**
+ 7+ years of financial reporting experience
+ Knowledge and understanding of Statutory Accounting Principles, General Accepted Accounting Principles, NY State Insurance Department and NAIC regulations
+ Proven experience leading and managing teams
+ Experience in driving change and process improvements
+ Excellent research, analytical, interpersonal, communication and organizational skills
+ Public accounting experience
+ Insurance and/or Financial Services Industry experience
+ Experience with Workiva financial reporting platform
+ Proficient in Excel
#LI-KD2
Related Skills
Accountability, Accounting Standards, Business Acumen, Client Relationship Management, Collaboration, Communication, Compliance, Data-Driven Business Intelligence, Due Diligence, Executive Presence, Financial Acumen, Financial Modeling, Financial Risk Management, Financial Statements, Fund Accounting, Market/Industry Dynamics, Stakeholder Engagement, Story Telling
**Anticipated Posting End Date:**
Base Pay Range: $98,700/yr - $141,000/yr
Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
___
**Company Overview**
Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us.
**Our Culture of Impact**
At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger.
**Benefits and Total Rewards**
The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary ( .
**Equal Opportunity**
We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.
Our full EEO & Non-Discrimination statement is on our careers home page ( , and you can read more about your rights and view government notices here ( .
**Accessibility Support**
TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.
If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:
Phone:
Email:
**Drug and Smoking Policy**
TIAA maintains a drug-free and smoke/free workplace.
**Privacy Notices**
For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here ( .
For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here ( .
For Applicants of TIAA Global Capabilities, click here ( .
For Applicants of Nuveen residing in Europe and APAC, please click here ( .
TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being.
**Privacy Notices**
+ For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here ( .
+ For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here ( .
+ For Applicants of TIAA Global Capabilities, click here ( .
+ For Applicants of Nuveen residing in Europe and APAC, please click here ( .
**Nondiscrimination & Equal Opportunity Employment**
TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace.
EEO is the Law ( Transparency
Philadelphia Ban the Box (
**Key Responsibilities and Duties**
+ Direct and manage the preparation of the quarterly fluctuation analysis, including accumulating financial support, performing an analytical review of the data, and networking with business partners to gather input into key trends/drivers, and significant changes for each quarter.
+ Direct and manage the preparation of monthly financial statements, including performing and documenting analytical reviews of the results.
+ Manage the preparation and perform review of the annual audited statutory financial statement and the quarterly and annual non-audited statutory financial statement (blue book) footnotes. Ensure their completeness, accuracy, and adherence to the New York Department of Financial Services requirements and Statutory Accounting Principles.
+ Prepare executive level financial reporting for presentation to the quarterly Disclosure Committee, Audit Committee, and Executive Management Team meetings.
+ Manage the completion of various regulatory reports, including the annual Management Discussion and Analysis, estimated GAAP financial statements, and responses to regulatory inquiries.
+ Provide audit support to internal/external auditors and serve as liaison for the external auditors. Maintain a sound internal control environment, create efficiencies and strengthen operating controls. Comply with and maintain all SOX procedures and controls.
+ Keep abreast of all new accounting and reporting regulations and participate in various industry working groups to ensure compliance with statutory accounting principles. Research, interpret and apply accounting guidance and coordinate with the Accounting Policy team to ensure appropriate application of accounting principles.
+ Network with senior personnel to expand knowledge, gain insight, and influence outcomes.
**Educational Requirements**
+ University (Degree) Preferred
**Work Experience**
+ 5+ Years Required; 7+ Years Preferred
**Physical Requirements**
+ Physical Requirements: Sedentary Work
**Career Level**
8PL
**Required Qualifications:**
+ 5+ years of financial reporting experience required
+ CPA required
**Preferred Qualifications:**
+ 7+ years of financial reporting experience
+ Knowledge and understanding of Statutory Accounting Principles, General Accepted Accounting Principles, NY State Insurance Department and NAIC regulations
+ Proven experience leading and managing teams
+ Experience in driving change and process improvements
+ Excellent research, analytical, interpersonal, communication and organizational skills
+ Public accounting experience
+ Insurance and/or Financial Services Industry experience
+ Experience with Workiva financial reporting platform
+ Proficient in Excel
#LI-KD2
Related Skills
Accountability, Accounting Standards, Business Acumen, Client Relationship Management, Collaboration, Communication, Compliance, Data-Driven Business Intelligence, Due Diligence, Executive Presence, Financial Acumen, Financial Modeling, Financial Risk Management, Financial Statements, Fund Accounting, Market/Industry Dynamics, Stakeholder Engagement, Story Telling
**Anticipated Posting End Date:**
Base Pay Range: $98,700/yr - $141,000/yr
Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
___
**Company Overview**
Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us.
**Our Culture of Impact**
At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger.
**Benefits and Total Rewards**
The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary ( .
**Equal Opportunity**
We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.
Our full EEO & Non-Discrimination statement is on our careers home page ( , and you can read more about your rights and view government notices here ( .
**Accessibility Support**
TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.
If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:
Phone:
Email:
**Drug and Smoking Policy**
TIAA maintains a drug-free and smoke/free workplace.
**Privacy Notices**
For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here ( .
For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here ( .
For Applicants of TIAA Global Capabilities, click here ( .
For Applicants of Nuveen residing in Europe and APAC, please click here ( .
TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being.
**Privacy Notices**
+ For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here ( .
+ For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here ( .
+ For Applicants of TIAA Global Capabilities, click here ( .
+ For Applicants of Nuveen residing in Europe and APAC, please click here ( .
**Nondiscrimination & Equal Opportunity Employment**
TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace.
EEO is the Law ( Transparency
Philadelphia Ban the Box (
View Now
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6
Senior Accountant, Financial Reporting & Analysis
28202 Charlotte, North Carolina
$85000 Annually
WhatJobs
Posted 7 days ago
Job Viewed
Job Description
Our client is seeking a diligent and detail-oriented Senior Accountant to join their finance team. This role is essential for ensuring the accuracy and integrity of financial reporting and providing insightful analysis to support strategic decision-making. As a fully remote position, you will have the flexibility to work from your home office while collaborating closely with colleagues across the organization. This is an excellent opportunity to contribute to a stable and growing company.
Responsibilities:
Responsibilities:
- Prepare and review monthly, quarterly, and annual financial statements in accordance with GAAP.
- Perform account reconciliations and journal entries to ensure accuracy and completeness of financial records.
- Assist in the development and maintenance of internal controls and accounting policies.
- Support the annual audit process by preparing schedules and providing necessary documentation.
- Conduct financial analysis, including variance analysis, trend analysis, and profitability reporting.
- Assist in budgeting and forecasting processes.
- Identify opportunities for process improvements within the accounting department.
- Ensure compliance with all relevant financial regulations and reporting requirements.
- Reconcile intercompany transactions and maintain the general ledger.
- Assist with tax compliance and reporting as needed.
- Stay current with changes in accounting standards and best practices.
- Provide support and guidance to junior accounting staff.
- Bachelor's degree in Accounting or Finance. CPA certification is highly preferred.
- 5+ years of progressive accounting experience, with a strong understanding of GAAP.
- Proven experience in financial reporting, general ledger accounting, and account reconciliation.
- Proficiency in accounting software (e.g., SAP, Oracle, QuickBooks) and advanced Excel skills.
- Excellent analytical, problem-solving, and organizational skills.
- Strong understanding of internal controls and audit processes.
- Exceptional attention to detail and accuracy.
- Effective written and verbal communication skills.
- Ability to work independently and manage multiple priorities in a remote environment.
- Experience with budgeting and forecasting is a plus.
- Prior experience in a public accounting firm is beneficial.
Apply Now
7
Agency Finance Manager
28244 Charlotte, North Carolina
Capital One
Posted today
Job Viewed
Job Description
Agency Finance Manager
The Loan Operations Manager will be responsible for managing a team of associates responsible for FannieMae, Freddie Mac and Ginnie Mae loan servicing. The Loan Operations team is responsible for various functions within the Servicing Loan Operations Team including but not limited to new loan boarding, escrow disbursements, loan documentation, data entry, escrow analysis, UCC, investor custodial accounts, for the Agency Finance portfolio of loans that are underwritten through Fannie Mae, Freddie Mac, and Ginnie Mae (Government-Sponsored Enterprise or GSEs). This individual will also be responsible for providing information to both internal stakeholders (other LOBs) and external stakeholders (borrowers, insurance agents, third party providers, and the GSEs). Additionally, they will be responsible for identifying, researching, solving and/or responding to requests, inquiries, and problematic situations in a timely manner.
Responsibilities:
Responsibilities of the position include being a subject matter expert and key contact internally withRisk, Compliance and Audit and externally with the Agencies. In addition to the following responsibilities (either directly or via oversight and leadership of the team):
Manage insurance compliance and reporting to GSE’s
Vendor compliance and oversight;
Oversight and quality review of New Loan Boarding
Serve as a liaison between the Loan Servicing Team, Asset Management, Closing, Capital Markets, and Origination teams
Ensure compliance with Agency guidelines
Ensure compliance with Master Servicing procedures for the loan servicing portfolio
Proactively manage, research, identify and resolve payment problems, monetary and non-monetary delinquencies and other complex borrower related issues
Track Loan Operations metrics and ensure teams are well managed
Ability to understand complex customer needs
Applies experience and analysis to develop creative and innovative solutions for variousissues
Provide guidance to the team on all aspects of GSE requirements, communication, andreporting
Work directly with the Agency Finance technology team on dashboards and enhanced reporting tools.
Basic Qualifications :
Bachelor's Degree or Military Experience
At least 4 years of experience working in Commercial Real Estate
At least 3 years of experience in management
Preferred Qualifications :
5+ years of experience working with GSE-backed multifamily loans
4+ years of experience managing a loan servicing team
3+ years of Fannie Mae and Freddie Mac experience
At this time, Capital One will not sponsor a new applicant for employment authorization for this position.
#CommOps
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.
Charlotte, NC: $115,200 - $131,500 for Agency Operations Manager
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 theCapital 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 ; 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 . 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).
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8
Associate - Funds Finance
28245 Charlotte, North Carolina
Eden Rose USA
Posted today
Job Viewed
Job Description
Associate - Fund Finance
Location: Charlotte, North Carolina
Salary: $260,000 to $420,000 depending on experience
This is an excellent opportunity for a highly motivated attorney with experience in Fund Finance and related areas to take on significant responsibility and work with top-tier clients, including leading banks, asset managers, and lenders.
Key Responsibilities:
Handle complex fund finance transactions, including syndicated lending, commercial lending, leveraged finance, and NAV financings.
Advise clients on fund formation, CLOs, asset-based lending, and acquisition financings.
Draft, review, and negotiate key financing documents.
Collaborate closely with senior attorneys and clients on deal structuring and strategy.
Build relationships with preeminent financial institutions, asset managers, and lending clients.
Provide insightful legal counsel in fast-paced, high-stakes environments.
Mentor and provide guidance to junior associates.
Qualifications:
J.D. from a top law school with strong academic credentials.
Experience at a law firm or in-house, specializing in fund finance, syndicated lending, leveraged finance, CLOs, or acquisition financings.
Strong technical expertise in fund finance transactions, including asset-based lending, NAV financings, and fund formation.
Exceptional legal writing, research, and communication skills.
Ability to manage multiple projects and prioritize effectively in a fast-paced environment.
Client-focused with excellent interpersonal and negotiation skills.
Search Job Listings Jobs - Eden Rose
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9