198 Financial Analyst jobs in Charlotte
Financial Analyst
Posted 4 days ago
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Job Description
Responsibilities:
- Conduct in-depth financial analysis to support strategic planning and decision-making processes.
- Develop and maintain financial models to forecast performance and assess potential business outcomes.
- Perform variance analysis to identify trends, discrepancies, and areas for improvement.
- Utilize advanced data mining techniques to extract meaningful insights from large datasets.
- Create ad hoc reports and analyses to address specific business needs and challenges.
- Collaborate with cross-functional teams to provide actionable financial insights.
- Apply tools such as Alteryx and Tableau to streamline data analysis and visualization.
- Monitor financial metrics and provide recommendations to enhance operational efficiency.
- Ensure compliance with company policies and relevant regulations in all financial activities.
- Support continuous improvement initiatives within the financial reporting process. Requirements
- Minimum of 1 year of experience in financial and data analysis or a related field.
- Proficiency in financial modeling and data analysis techniques.
- Strong skills in tools such as Alteryx or Python and Power BI or Tableau for data manipulation and visualization.
- Solid understanding of variance analysis and its application in business scenarios.
- Ability to perform ad hoc analyses to address unique business questions.
- Experience with data mining techniques to uncover trends and insights.
- Excellent attention to detail and ability to manage multiple priorities.
- Strong verbal and written communication skills for presenting findings effectively.
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Financial Analyst
Posted 5 days ago
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Job Description
**Location** : On site at location listed in job posting.
**Summary** :
Growth oriented Corporate Treasury team is looking to add an experienced financial analyst/client specialist to help build new Wholesale Public Funds (WPF) Desk. This role provides assistance to the Head of Wholesale Public Funds by performing daily support activities related to client relationships. In addition, this individual will act as the point of contact for the Group's clients for all servicing requests related to the client relationship and keep the Head of WPF informed as appropriate. To be effective in this high visibility role the analyst/specialist must be well-organized, detail-oriented, possess superior analytical and communications skills, and have a strong work ethic.
Top candidates must be able to demonstrate a history of:
- Constructing processes for financial analysis, reporting, and data management
- Summarizing key findings and preparing succinct presentations for senior management
- Meeting deadlines while taking the initiative to drive complex projects to completion
Exciting opportunity to join a high caliber team! Top performers will be rewarded with significant exposure to key leaders across multiple departments and opportunities for formal and informal mentorship. High Achievers in this role will be viewed as potential candidates for a Relationship Management position as the Team grows.
Key Responsibilities Include:
- Assists Head of WPF by performing daily support activities related to client relationships and keeps the Head of WPF informed when appropriate
- Acts as point of contact for Wholesale clients for all servicing requests related to client relationship
- Attend weekly scheduled meetings with the Team to discuss workflow items such as client updates, new pipeline items, servicing requests, data reporting, etc.
- Acts as liaison between the Team and other areas of the
Financial Analyst
Posted 10 days ago
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Job Description
Responsibilities:
- Conduct detailed financial analysis to identify anomalies and assess risk within consumer and commercial banking activities.
- Investigate complex financial transactions, including correspondent banking relationships, nested accounts, and cross-border payments.
- Monitor and analyze transaction patterns to detect suspicious activities, such as structuring, funnel accounts, and money mule schemes.
- Evaluate business models and financial structures to distinguish legitimate operations from high-risk activities.
- Prepare comprehensive reports summarizing findings and recommendations for further action.
- Collaborate with cross-functional teams to ensure compliance with AML and KYC regulations.
- Utilize advanced financial modeling techniques to analyze large data sets and identify trends.
- Perform variance analysis and ad hoc financial assessments as required.
- Stay updated on global
Financial Analyst
Posted 11 days ago
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Job Description
You begin your day reviewing project updates, aligning with
partners from project management, procurement, and engineering! Your role is
central in ensuring that our factory customer projects stay on budget, on time,
and fully aligned with financial and contractual expectations. You'll work
hands-on with numbers, systems, and people - keeping financial transparency and
accountability at the heart of everything we deliver!
As part of a growing and international team, you'll
contribute to one of Siemens Energy's most strategic investments in the U.S.,
helping to establish a strong financial foundation for our operations.
**How You'll Make an Impact (responsibilities)**
+ Drivethe commercial and financial steering of customer projects.
+ Collaborateclosely with other departments (Project Management, Procurement,Engineering, and others) to ensure end-to-end commercial alignment.
+ Monitorproject budgets and actuals, track key financial critical metrics, andsupport forecasting activities.
+ Ensuretimely and accurate revenue recognition and customer invoicing.
+ Manageproject documentation, including contracts, change orders, and financialrisk assessments.
+ Supportinternal reporting, month-end closings, and regulatory compliance tasks.
+ Contributeto building up and improving project finance and controlling processes asthe site grows.
**What You Bring (requirements)**
+ Bachelorsdegree or equivalent experience in Finance, Accounting, BusinessAdministration, or a related field.
+ 1-2years of professional experience in finance or a related role; firstexperience in project management is a plus.
+ Proficiencyin Microsoft Excel; experience with SAP or other ERP systems is a plus.
+ Strongorganizational skills and detail oriented, especially when working withbudgets and financial data.
+ Aproactive and structured way of working, with the confidence tocollaborate across multiple departments.
+ Clearcommunication skills and the ability to contribute in a cross-functional,multicultural environment.
+ Agenuine curiosity about project driven business and the ambition to growwith the role and team.
+ Applicantsmust be legally authorized for employment in the United States withoutneed for current or future employer-sponsored work authorization. SiemensEnergy employees with current visa sponsorship may be eligible forinternal transfers.
**About the Team**
**Grid Technologies**
Our Grid Technology division enables a reliable,
sustainable, and digital grid. The power grid is the backbone of the energy
transition. Siemens Energy offers a leading portfolio and solutions in HVDC
transmission, grid stabilization and storage, high voltage switchgears and
transformers, and digital grid technology.
**Who is Siemens Energy?**
At Siemens Energy, we are more than just an energy
technology company. With ~100,000 dedicated employees in more than 90
countries, we develop the energy systems of the future, ensuring that the
growing energy demand of the global community is met reliably and sustainably.
The technologies created in our research departments and factories drive the
energy transition and provide the base for one sixth of the world's electricity
generation.
Our global team is committed to making sustainable,
reliable, and affordable energy a reality by pushing the boundaries of what is
possible. We uphold a 150-year legacy of innovation that encourages our search
for people who will support our focus on decarbonization, new technologies, and
energy transformation.
Find out how you can make a difference at Siemens Energy: Careergrowth and development opportunities; supportive work culture
+ Companypaid Health and wellness benefits
+ PaidTime Off and paid holidays
+ 401Ksavings plan with company match
+ Familybuilding benefits
+ Parentalleave
** Employment Opportunity Statement
Siemens Energy is an Equal Opportunity and Affirmative Action Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to their race, color, creed, religion, national origin, citizenship status, ancestry, sex, age, physical or mental disability unrelated to ability, marital status, family responsibilities, pregnancy, genetic information, sexual orientation, gender expression, gender identity, transgender, sex stereotyping, order of protection status, protected veteran or military status, or an unfavorable discharge from military service, and other categories protected by federal, state or local
law.
Financial Analyst
Posted 3 days ago
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Job Description
Maximus is currently looking for a detail-oriented Financial Analyst to support project financial reporting, cost analysis, and invoicing processes. This role involves ensuring accurate financial data submission, monitoring variances from forecasts, and assisting with corporate reporting requirements. The ideal candidate will have strong analytical skills and a keen eye for accuracy in financial tracking and vendor invoice reviews.
Why Maximus?
- • Professional Development Opportunities- Participate in training programs, workshops, and conferences.
- • Maximus Wellness Program and Resources - Access a range of wellness programs and resources tailored to your needs.
- • Employee Perks and Discounts - Additional benefits and discounts exclusively for employees.
- • Tuition Reimbursement - Invest in your ongoing education and development.
- • Recognition Platform - Acknowledge and appreciate outstanding employee contributions.
- • Holistic Wellness Support - Access resources for physical, emotional, and financial wellness through our Employee Assistance Program (EAP).
- • Paid Time Off Package - Enjoy UTO, Holidays, and sick leave, along with Short- and Long-Term Disability coverage.
- • Future Planning - Prepare for retirement with our 401K Retirement Savings plan and Company Matching.
- • Comprehensive Insurance Coverage - Choose from various plans, including Medical, Dental, Vision, Prescription, and partially funded HSA. Additionally, enjoy Life insurance benefits and discounts on Auto, Home, Renter's, and Pet insurance.
- • Competitive Compensation - Quarterly bonuses based on performance included!
Essential Duties and Responsibilities:
- Produce accurate project financial reporting results for submission to corporate finance and project management.
- Prepare labor and ODCs (Other Direct Charges) for client invoicing and cost reporting; ensure all costs on the invoice are accurate, appropriately supported and reconcile to the accounting system.
- Assist program control staff with ad hoc financial and cost analysis as requested by program management and corporate finance.
- Provide analytical support to program contract staff preparing corporate required reporting of accounts receivable and billed and unbilled reconciliations.
- Track financial status by monitoring variances from forecasts and investigate unusual variances for accuracy.
- Monitor fulfillment expenses closely against forecast assumptions.
- Review incoming vendor invoices for accuracy, provide appropriate codes and monitor
Sr. Financial Analyst

Posted 5 days ago
Job Viewed
Job Description
**The Role:**
Xylem seeks to hire a Senior Financial Analyst. This position would be responsible for providing financial support for achieving performance goals for the Residential & Industrial Business Segment (ResInd). Provides overall financial support for segment consolidation financial results, senior leadership presentations, monthly and quarterly business reviews, consolidating multiple production location financials for budgets and forecasts, sales and margin analysis, process improvements, budget/strategic plan agenda items to maximize financial performance. Assists as required and prepares special ad hoc financial analysis and presentations for management.
**Essential Functions:**
+ Support the overall Residential & Industrial Segment through understanding the performance and budget/forecast for the segment. (Key result: All variances from forecast, budget and prior year can be adequately explained, and improvements that can be made to enhance future forecast accuracy).
+ Support overall coordination of segment budget, strategic plan, and forecast activities understanding the year over year changes.
+ Consolidate financial reporting for two production locations (TX and NY), headquarters spend and other consolidation entities.
+ Active participation and coordination with corporate FP&A team on results and reporting packages
+ Coordination with corporate FP&A on headquarter spend and allocation
+ Active participation, driving understanding of financial performance through analysis of spending, performance, productivity, savings initiatives
+ Develop process improvement initiatives in respect to multi-site financial reporting and business updates
+ Monthly analysis for Segment leadership
+ Prepare monthly and quarterly business updates to Sr. Leadership
+ Build templates and other analysis files to support broader segment finance team across locations and functions
+ Support Project Management and Sales teams with reporting and analysis on sales and margin
+ Ad hoc reporting
**Qualifications:**
+ Bachelor's degree in Business Administration or Finance/Accounting with 3-5 years of business experience
+ Must have a working knowledge of United States Generally Accepted Accounting Principles ("US GAAP")
+ Experience working in large Manufacturing - oriented organizations
+ Must have the ability to engage business process owners in a direct yet professional manner, thoroughly evaluate business processes, and quickly identify potential control gaps.
+ Requires demonstrated skill in written and oral communications and interview skills.
+ Advanced Microsoft Excel, PowerPoint, and financial reporting skills.
+ Highest standards of accuracy and precision; highly organized. Articulate with excellent verbal and written communication skills
+ Ability to think creatively, highly-driven and self-motivated
+ Ability to work autonomously to meet deadlines as well as collaborate in team setting
**Preferred Qualifications:**
+ Business Objects and/or similar database query skills
+ Prior experience with Oracle and OneStream
_#LI-JO2_
Join the global Xylem team to be a part of innovative technology solutions transforming water usage, conservation, and re-use. Our products impact public utilities, industrial sectors, residential areas, and commercial buildings, with a commitment to providing smart metering, network technologies, and advanced analytics for water, electric, and gas utilities. Partner with us in creating a world where water challenges are met with ingenuity and dedication; where we recognize the power of inclusion and belonging in driving innovation and allowing us to compete more effectively around the world.
At Xylem, you'll not only contribute to solving water issues but also have the chance to make a difference through our paid Volunteer Program, Xylem Watermark. We prioritize our employees' well-being through inclusion and belonging as well as our Employee Resource Groups (ERG). Proud to be an Equal Employment Opportunity (including disability and veterans) and Affirmative Action workplace, Xylem fosters an inclusive environment free from discrimination or harassment.
Please note that the information in this job description outlines the general nature of the position and is not an exhaustive list of duties. Xylem is dedicated to providing reasonable accommodations to enable all employees to perform their essential job functions. We reserve the right to modify this job description and assign additional duties as needed. Embrace the opportunity to be part of Xylem's transformative journey in shaping the future of water technology! #XylemCareers #GlobalImpact #WaterInnovation
Financial Analyst II
Posted 6 days ago
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Job Description
**What's in it for you: **
**Be a part of our mission!** As a world leader in creating comfortable, sustainable, and efficient environments, it's our responsibility to put the planet first. For us at Trane Technologies, sustainability is not just how we do business-it is our business. Do you dare to look at the world's challenges and see impactful possibilities? Do you want to contribute to making a better future? If the answer is yes, we invite you to consider joining us in boldly challenging what's possible for a sustainable world.
**Thrive at work and at home: **
+ **Benefits** kick in on **DAY ONE** for you _and_ your family, including health insurance and holistic wellness programs that include generous incentives - **WE DARE TO CARE** !
+ **Family building benefits** include fertility coverage and adoption/surrogacy assistance.
+ **401K** **match** up to 6%, plus an additional 2% core contribution = up to **8%** company contribution.
+ **Paid time off,** including in support of **volunteer** and **parental leave** needs.
+ Educational and training opportunities through company programs along with **tuition assistance** and **student debt support** .
+ Learn more about our benefits here !
**Where is the work:**
This position has been designated as a Hybrid work schedule with work performed onsite 3 days each week.
**Job Summary:**
The Trane Supply business consists of over 200 retail locations spread across North America. As part of the Supply Finance team, the Financial Analyst will help support our business partners across multiple functions within Supply. The Financial Analyst will directly report to the Finance Leader to assist with financial planning, forecasting, management reporting, analysis, and projects. In addition, the analyst will assist with period-end responsibilities including journal entries,
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Financial Analyst - Settlements
Posted 7 days ago
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Job Description
Insight Global is seeking an Operations Analyst to assist one of our major financial services client's team with the day-to-day settlements & clearing operations. This candidate would work on the Federal Settlements Team in the Fixed Income space.
This candidate will monitor queues, including receive/delivery trades that are received from the counterparties at different banks any time there is a trade discrepancy that has been booked. One of the main responsibilities will be to figure out the discrepancies (Price difference, incorrect booking etc.). This person will assist in working through discrepancies to resolve and clear exceptions. This work is on a 3/2 schedule (3 days in, 2 remote).
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: and Requirements
- Financial education (bachelor's degree or higher)
- Self-starter mindset, proactive learner
- strong Microsoft Office 365 grasp
- problem-solver Fundamental understanding of securities clearing/settlements null
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion,sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military oruniformed service member status, or any other status or characteristic protected by applicable laws, regulations, andordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to
Senior Financial Analyst
Posted 17 days ago
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Job Description
**Salary:** $100,000 - $115,000
**Other Forms of Compensation:** yearly bonus
**What makes FLIK click**
_What makes FLIK click? Our people. The decisions, actions and attitudes of our associates earn the trust and loyalty of our clients every day. We know how to pick them and we know how to grow them. It starts with hiring people who share our passion for food and hospitality. Once we find the right talent, we encourage, value and recognize their contributions._
_We keep our people renewed, excited and engaged by providing hands-on training and educating them about the latest trends. We give them a stake in successfully raising the bar. Our people love what they do and they love sharing their passion. Join our team and see the FLIK difference. Where a job isn't merely a job but the start of a career where you can flourish._
**Job Summary**
As a Senior Financial Analyst supporting a multi-site foodservice operation, you will serve as a key operational finance partner to the site teams. You will provide strategic financial insights through deep analysis, scenario planning, and performance tracking that informs cost optimization and supports business decisions. This role plays a pivotal part in identifying and modeling opportunities for improved efficiency and financial performance while ensuring accurate forecasting, budgeting, and reporting. The ideal candidate is analytical, collaborative, and proactive - with a passion for driving value through data.
**Key Responsibilities:**
+ Partner closely with site teams to provide actionable financial insights that support business planning and cost optimization.
+ Analyze financial performance and identify drivers of variance to support forecasting, budgeting, and operational decision-making.
+ Build and maintain financial models for scenario analysis, forecasting, and cost-benefit evaluation.
+ Track the financial impact of cost-saving initiatives, ensuring accurate measurement and reporting of results.
+ Lead and coordinate
Quantitative Financial Analyst

Posted 19 days ago
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Job Description
New York, New York;Atlanta, Georgia; Newark, Delaware; Charlotte, North Carolina; Dallas, Texas; Pennington, New Jersey; Wilmington, Delaware
**To proceed with your application, you must be at least 18 years of age.**
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