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Financial Analyst

28230 Charlotte, North Carolina ManpowerGroup

Posted 15 days ago

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Job Description

Our client, a leading financial services organization, is seeking a dedicated and detail-oriented Financial Analyst to join their dynamic team. As a Financial Analyst, you will support the Liquidity Risk Management department, contributing to critical processes that ensure the organization's financial health and compliance. The ideal candidate will demonstrate strong analytical skills, excellent communication, and a proactive mindset, aligning seamlessly with the organization's commitment to excellence and continuous improvement.
**Job Title:** Financial Analyst
**Location:** Charlotte, NC
**Pay Range: Competitive**
**What's the Job?**
+ Become a liquidity subject matter expert ("SME") on the Liquidity Risk Assessment ("LRA") process used to evaluate the liquidity risk of new products.
+ Partner closely with the Global Liquidity Management ("GLM") Product Risk Management Lead to oversee and manage the pipeline of LRAs.
+ Coordinate and ensure the timely and high-quality completion of LRA documentation across key stakeholders.
+ Perform ongoing quality assurance of LRA documentation to ensure compliance with established processes, procedures, and standards.
+ Conduct ad hoc analysis and produce reports on the LRA population, supporting informed decision-making.
**What's Needed?**
+ Ability to manage multiple stakeholders across different organizations effectively.
+ Strong analytical skills with high attention to detail and accuracy.
+ Excellent time management skills, capable of meeting deadlines and managing multiple priorities.
+ Exceptional written and oral communication skills.
+ Proficiency with Microsoft Office tools (Excel, Word, PowerPoint).
+ At least 3 years of financial and/or data experience within a financial institution.
+ Bachelor's Degree in Finance, Accounting, Economics, Business, or a related field, or equivalent work experience.
**What's in it for me?**
+ Opportunity to develop expertise in liquidity risk management within a reputable organization.
+ Engagement in meaningful projects that impact organizational stability and compliance.
+ Collaborative work environment that fosters professional growth.
+ Potential for career advancement in financial analysis and risk management.
+ Supportive team culture committed to diversity and inclusion.
**Upon completion of waiting period, consultants are eligible for:**
+ Medical and Prescription Drug Plans
+ Dental Plan
+ Vision Plan
+ Health Savings Account
+ Health Flexible Spending Account
+ Dependent Care Flexible Spending Account
+ Supplemental Life Insurance
+ Short Term and Long Term Disability Insurance
+ Business Travel Insurance
+ 401(k), Plus Match
+ Weekly Pay
If this is a role that interests you and you'd like to learn more, click apply now and a recruiter will be in touch with you to discuss this great opportunity. We look forward to speaking with you!
**About ManpowerGroup, Parent Company of: Manpower, Experis, Talent Solutions, and Jefferson Wells.**
_ManpowerGroup® (NYSE: MAN), the leading global workforce solutions company, helps organizations transform in a fast-changing world of work by sourcing, assessing, developing, and managing the talent that enables them to win. We develop innovative solutions for hundreds of thousands of organizations every year, providing them with skilled talent while finding meaningful, sustainable employment for millions of people across a wide range of industries and skills. Our expert family of brands -_ **_Manpower, Experis, Talent Solutions, and Jefferson Wells_** _-_ creates substantial value for candidates and clients across more than 75 countries and territories and has done so for over 70 years. We are recognized consistently for our diversity - as a best place to work for Women, Inclusion, Equality and Disability and in 2023 ManpowerGroup was named one of the World's Most Ethical Companies for the 14th year - all confirming our position as the brand of choice for in-demand talent.
ManpowerGroup is committed to providing equal employment opportunities in a professional, high quality work environment. It is the policy of ManpowerGroup and all of its subsidiaries to recruit, train, promote, transfer, pay and take all employment actions without regard to an employee's race, color, national origin, ancestry, sex, sexual orientation, gender identity, genetic information, religion, age, disability, protected veteran status, or any other basis protected by applicable law.
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Senior Financial Analyst

28230 Charlotte, North Carolina Compass Group, North America

Posted 1 day ago

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Job Description

**Who is Foodbuy?**
We are the industry leader in procurement and supply chain solutions. We are the subsidiary to the 6th largest company in the world (Compass Group PLC), yet Foodbuy has the feel of a small entrepreneurial Company. We pride ourselves on our ability to source and provide a variety of products and services that help our customers more easily, and cost effectively, run their businesses. We work with clients in the Hospitality, Restaurant, Healthcare, Education, Entertainment, and Gaming industries, and of course we support Compass Group-- which is the world's largest contract food and support services provider.
**Why Foodbuy?**
We care about our associates, our clients, and our community. We think big, encourage innovation and debate, and seek out game changers. Our benefits and PTO offerings are strong. Our compensation packages are competitive. And we are constantly growing, and we want our associates' careers to grow along with us. We have an open and modern work environment, believe in flexibility, and promote a collaborative open door environment.
Additionally, we follow a value system called **People FIRST** , which stands for **F** lexibility, **I** nclusion, **R** esults, **S** ustainability and **T** ransparency. **People FIRST** is the foundation for everything we do at Foodbuy. It is how we connect and interact with our clients, business partners and fellow associates.
**_This position is eligible for an Employee Referral Bonus! If you know someone that is qualified for this role, please use the 'job search' in PeopleHub to refer your referral and email them a link to apply. Your referral will be able to apply by clicking the link in the email. You can check the status through your profile, accessible via Careers in PeopleHub, by clicking on 'referral tracking.' For Employee Referral guidelines, FAQs and the Compass Employee Referral Policy, email **
**Job Summary:**
Foodbuy is the foodservice industry's leading Group Purchasing Organization (GPO) focused on lowering purchasing and product costs for foodservice organizations. We offer a great opportunity for career development and growth as a **Senior Financial** **Analyst** . **_This position is hybrid- work remote and in office (Charlotte, NC)._**
**Responsibilities:**
+ Overall responsibility is to maximize cash collection of accounts receivables, minimize bad debt losses and develop effective customer relationships.
+ Senior Financial Analyst is to monitor and manage a portfolio of suppliers and distributors in accordance with established policies and procedures.
+ Consistently review past due accounts and take appropriate actions to bring them current.
+ Submit weekly cash applications and bi-monthly billing adjustments to keep the A/R aging clean and accurate.
+ Identify, analyze, and report invoice discrepancies in a timely manner.
+ Serve as the main point of contact for financial topics related to the A/R aging.
+ Keep management apprised of changes within the assigned group of accounts and provide recommendations that will minimize risk and improve DSO.
+ Change customer behavior to improve payment patterns by establishing positive cross-functional relationships to formulate and implement strategy.
+ Review customer payment habits and contract terms to find opportunities to improve working capital.
+ Special projects as assigned.
**Qualifications:**
+ Bachelor's degree in Business Administration required, concentration in Finance or Accounting preferred.
+ 3+ years of related business experience.
+ Strong analytical and problem-solving skills.
+ Detail-oriented with excellent follow-up practices.
+ Highly proficient in MS Office applications, particularly Excel (advanced formulas, pivot tables, macros, etc.). Access experience is helpful.
+ SAP experience is a plus.
+ Ability to work independently and multi-task in a fast-paced environment.
+ Ability to Partner across all levels of the organization.
+ Excellent written and verbal communication skills.
+ Strong organizational and planning skills with ability to set goals, objectives, and timelines to efficiently meet deadlines.
**Apply to Foodbuy today!**
_Foodbuy is a member of Compass Group USA_
Click here to Learn More about the Compass Story ( Group is an equal opportunity employer. At Compass, we are committed to treating all Applicants and Associates fairly based on their abilities, achievements, and experience without regard to race, national origin, sex, age, disability, veteran status, sexual orientation, gender identity, or any other classification protected by law.**
**Qualified candidates must be able to perform the essential functions of this position satisfactorily with or without a reasonable accommodation. Disclaimer: this job post is not necessarily an exhaustive list of all essential responsibilities, skills, tasks, or requirements associated with this position. While this is intended to be an accurate reflection of the position posted, the Company reserves the right to modify or change the essential functions of the job based on business necessity. We will consider for employment all qualified applicants, including those with a criminal history (including relevant driving history), in a manner consistent with all applicable federal, state, and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, and the New York Fair Chance Act.**
Applications are accepted on an ongoing basis.
Foodbuy maintains a drug-free workplace.
**Associates at Foodbuy are offered many fantastic benefits.**
+ Medical
+ Dental
+ Vision
+ Life Insurance/ AD
+ Disability Insurance
+ Retirement Plan
+ Paid Time Off
+ Paid Parental Leave
+ Holiday Time Off (varies by site/state)
+ Personal Leave
+ Associate Shopping Program
+ Health and Wellness Programs
+ Discount Marketplace
+ Identity Theft Protection
+ Pet Insurance
+ Commuter Benefits
+ Employee Assistance Program
+ Flexible Spending Accounts (FSAs)
Associates may also be eligible for paid and/or unpaid time off benefits in accordance with applicable federal, state, and local laws. For positions in Washington State, Maryland, or to be performed Remotely, click here ( for paid time off benefits information.
**Req ID:**
Foodbuy
MARIANA SMITH
((req_classification))
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Senior Financial Analyst

28230 Charlotte, North Carolina First Horizon Bank

Posted 7 days ago

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Job Description

**Description**
**No sponsorship or visas will be provided for this opportunity**
**Location:** On site in Memphis, TN or Charlotte, NC
**Overview**
Growth oriented Corporate Treasury team looking to add an experienced financial analyst to help build and run FHN's liquidity risk management function. To be effective in this high visibility role the analyst 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 history of:**
+ Constructing well controlled, governed, and documented processes for financial analysis, data management, and reporting
+ Summarizing key findings and preparing succinct presentations for senior management and the Board of Directors
+ Meeting deadlines while independently taking initiative to drive complex projects to completion
Exciting opportunity to join a high caliber team! Top performers will be rewarded with considerable exposure to key leaders across multiple departments and opportunities for formal and informal mentorship.
**Key Responsibilities Include**
+ Develop and maintain reporting tools required to assess liquidity position including dashboards for KRI monitoring and cash flow forecasts
+ Support growth initiatives to comply with large financial institution regulatory requirements and reporting (for example: LCR, NSFR, and 2052a)
+ Enhance liquidity stress testing capabilities including development of scenarios, assumptions, and back-testing
+ Analyze internal and external data to support all liquidity risk management functions including peer benchmarking analysis
+ Perform economic, industry, and regulatory research
+ Review proposed regulations and provide impact analysis
+ Partner with risk management, internal audit, and model validation to ensure processes and procedures are appropriate, executed, and follow Company and regulatory guidelines
+ Assist other teams in the Corporate Treasury department on ad-hoc projects covering asset/liability management, loan and deposit pricing, and capital planning
**Qualifications Include**
+ Bachelor's degree; advanced degree and/or certification such as CFA or CPA preferred
+ Experience in the banking industry (Finance, Risk, Audit, Business Intelligence, or Product team) preferred; open to training experienced professionals with transferable skills
+ Ability to generate high quality work product with strong attention to detail
+ Demonstrated ability to summarize analysis and research clearly and concisely in verbal and written form
+ Team orientation and excellent interpersonal skills
+ Ability to self-identify process gaps and weaknesses
+ Strong organization, time management, and multi-tasking skills to manage responsibilities described above
+ Proficient in Microsoft Office suite. Excel, PowerPoint, and Word required with Power BI, Visio, and VBA a plus.
+ Experience with database reporting and programming tools such as SQL, Python, R, etc. a plus
**About Us**
First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at Highlights**
- Medical with wellness incentives, dental, and vision
- HSA with company match
- Maternity and parental leave
- Tuition reimbursement
- Mentor program
- 401(k) with 6% match
- More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
**Follow Us**
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Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights ( notice from the Department of Labor.
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Senior Financial Analyst

28230 Charlotte, North Carolina Coinbase

Posted 13 days ago

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Job Description

Ready to be pushed beyond what you think you're capable of?
At Coinbase, our mission is to increase economic freedom in the world. It's a massive, ambitious opportunity that demands the best of us, every day, as we build the emerging onchain platform - and with it, the future global financial system.
To achieve our mission, we're seeking a very specific candidate. We want someone who is passionate about our mission and who believes in the power of crypto and blockchain technology to update the financial system. We want someone who is eager to leave their mark on the world, who relishes the pressure and privilege of working with high caliber colleagues, and who actively seeks feedback to keep leveling up. We want someone who will run towards, not away from, solving the company's hardest problems.
Our is intense and isn't for everyone. But if you want to build the future alongside others who excel in their disciplines and expect the same from you, there's no better place to be.
While many roles at Coinbase are remote-first, we are not remote-only. In-person participation is required throughout the year. Team and company-wide offsites are held multiple times annually to foster collaboration, connection, and alignment. Attendance is expected and fully supported.
Coinbase Institutional is building the most trusted, comprehensive platform for professional investors, enterprises, and financial institutions. From custody and prime brokerage to derivatives and tokenized assets, we are leading the way in shaping the bridge between traditional finance and onchain finance.
The Product Finance team at Coinbase are embedded partners and decision-makers within the areas they support. We collaborate directly with senior leaders across Product, Engineering, and Operations to provide the insights and frameworks that guide Coinbase's most critical strategic and financial decisions.
*What you'll be doing:*
* Act as the primary finance partner for Coinbase's Institutional businesses, including custody, prime services, derivatives, and more.
* Build and maintain robust financial and operating models to evaluate new initiatives (e.g., new custody features, tokenized securities, or derivatives products) and guide resource allocation.
* Lead forecasting, budgeting, and variance analysis, turning insights into actions that directly influence executive decision-making.
* Directly influence product strategy and insights that drive long-term growth
* Partner cross-functionally with Product, Data Science, Business Operations, Accounting, and Investor Relations to analyze performance, risks, and opportunities.
* Support critical finance processes, including board/executive reporting, month-end close, and quarterly earnings prep.
* Drive automation, dashboards, and AI-powered analytics to level up the quality and speed of financial insights.
*What we look for in you:*
* Minimum of 4 years of experience in strategic finance, investment banking, consulting, or high-growth tech/fintech.
* Strong analytical and modeling skills, with the ability to distill complex data into actionable insights.
* Proven ability to influence and partner with senior leaders across functions.
* A self-starter who thrives in ambiguity, takes ownership, and operates with a bias for action.
* Excellent communication skills, with the ability to connect the dots between financial outcomes and business strategy.
Job #: P72988
*Pay Transparency Notice:* Depending on your work location, the target annual salary for this position can range as detailed below. Full time offers from Coinbase also include bonus eligibility + equity eligibility**+ benefits (including medical, dental, vision and 401(k)).
Pay Range:
$148,835-$175,100 USD
Please be advised that each candidate may submit a maximum of four applications within any 30-day period. We encourage you to carefully evaluate how your skills and interests align with Coinbase's roles before applying.
Commitment to Equal Opportunity
Coinbase is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, gender, national origin, age, disability, veteran status, sex, gender expression or identity, sexual orientation or any other basis protected by applicable law. Coinbase will also consider for employment qualified applicants with criminal histories in a manner consistent with applicable federal, state and local law. For US applicants, you may view the in certain locations, as required by law.
Coinbase is also committed to providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please contact us at accommodations Data Privacy Notice for Job Candidates and Applicants
Depending on your location, the General Data Protection Regulation (GDPR) and California Consumer Privacy Act (CCPA) may regulate the way we manage the data of job applicants. Our full notice outlining how data will be processed as part of the application procedure for applicable locations is available Disclosure
For select roles, Coinbase is piloting an AI tool based on machine learning technologies to conduct initial screening interviews to qualified applicants. The tool simulates realistic interview scenarios and engages in dynamic conversation. A human recruiter will review your interview responses, provided in the form of a voice recording and/or transcript, to assess them against the qualifications and characteristics outlined in the job description.
For select roles, Coinbase is also piloting an AI interview intelligence platform to transcribe and summarize interview notes, allowing our interviewers to fully focus on you as the candidate.
*The above pilots are for testing purposes and Coinbase will not use AI to make decisions impacting employment*. To request a reasonable accommodation due to disability, please contact accommodations(at)coinbase.com
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Quantitative Financial Analyst

28230 Charlotte, North Carolina Bank of America

Posted 8 days ago

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Quantitative Financial Analyst
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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At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Job Description:**
This job is responsible for conducting auditing activities of model risk management across the company and for specific business units or control functions. Key responsibilities include leading the audit assessment of effectiveness of controls supporting the model life cycle including model governance, development, validation, on-going monitoring, and model change management. Job expectations may include the ability to influence management's strategic direction and actions to strengthen the model risk control environment.
**Responsibilities:**
+ Conducts audit assessment of effectiveness of controls supporting the model life cycle including model governance, development, validation, on-going monitoring, and model change management.
+ Performs review of model development analysis and on-going model performance testing to assess the conceptual soundness of the model methodology, reasonableness of the model assumptions and the completeness and accuracy of the model testing.
+ Conducts review the model validation analysis to assess the effectiveness of the model validation process. Assesses the completeness and reasonableness of the model assumptions, limitations and independent model testing.
+ Provides insightful challenges to management, identifies control deficiencies or enhancement opportunities, conducts root cause investigation, documents and reports audit findings.
+ Works closely with teammates from multiple internal audit teams to ensure a comprehensive coverage of model uses across the various lines of business of control functions.
+ Works closely with model stakeholders and senior management with regard to communication of audit assessment outcomes.
**Required Qualifications:**
+ Bachelor's Degree or above in a quantitative discipline such as Mathematics, Statistics, Finance, Economics, Engineering, or Science
+ 5+ years of industry experience relating to financial modelling and model uses, particularly in trading models, market risk models and Counterparty Credit Risk models
+ Familiar with regulations and regulatory guidance on model risk management
**Desired Qualifications:**
+ Master's degree or above
+ Prior auditing background preferred
**Skills:**
+ Critical Thinking
+ QuantitativeDevelopment/Validation
+ Risk Analytics
+ Risk Modeling
+ Technical Documentation
+ Collaboration
+ Problem Solving
+ Risk Management
+ Data Modeling and Trend Analysis
+ Written Communications
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
To view the "Know your Rights" poster, CLICK HERE ( .
View the LA County Fair Chance Ordinance ( .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
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Senior Financial Analyst

28202 Charlotte, North Carolina $90000 Annually WhatJobs Direct

Posted 1 day ago

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Job Description

full-time
Our client, a prominent financial institution in the heart of Charlotte, is looking for a highly skilled and analytical Senior Financial Analyst to join their expanding team. This role is critical in supporting strategic decision-making through robust financial planning, forecasting, and analysis. The successful candidate will play a key part in budgeting, performance reporting, variance analysis, and developing financial models to drive business growth and efficiency. This position requires a deep understanding of financial principles, strong quantitative skills, and the ability to communicate complex financial information clearly to stakeholders.

Key Responsibilities:
  • Develop and manage detailed financial forecasts and budgets, ensuring alignment with strategic objectives.
  • Conduct variance analysis, identifying key drivers and providing insights into financial performance deviations.
  • Prepare monthly, quarterly, and annual financial reports for senior management and other stakeholders.
  • Build and maintain complex financial models to support business cases, investment analysis, and strategic planning initiatives.
  • Analyze financial data to identify trends, opportunities, and potential risks, offering recommendations for improvement.
  • Collaborate with various departments to gather financial information and support their budgeting processes.
  • Assist in the preparation of board materials and presentations, translating financial data into actionable insights.
  • Monitor key financial metrics and KPIs, tracking performance against targets.
  • Ensure accuracy and integrity of financial data and reporting.
  • Stay informed about relevant economic and industry trends impacting the financial services sector.
  • Participate in special projects and ad-hoc financial analysis as required.
Qualifications:
  • Bachelor's degree in Finance, Accounting, Economics, or a related quantitative field. A Master's degree or CFA designation is a plus.
  • Minimum of 5 years of progressive experience in financial analysis, corporate finance, or a related role within the banking or financial services industry.
  • Proficiency in financial modeling, forecasting, and valuation techniques.
  • Advanced Excel skills are essential; experience with financial planning software (e.g., Hyperion, Anaplan) and BI tools is highly desirable.
  • Strong understanding of accounting principles and financial reporting standards.
  • Excellent analytical, problem-solving, and critical thinking skills.
  • Exceptional communication and presentation abilities, with the capacity to explain financial concepts to non-financial audiences.
  • Detail-oriented with a commitment to accuracy and quality.
  • Ability to work independently and as part of a team in a demanding, deadline-driven environment.
  • Must be authorized to work in the US and able to work full-time in our Charlotte, North Carolina, US office.
Join a leading financial organization and contribute to its continued success.
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Senior Financial Analyst

28269 Charlotte, North Carolina $95000 Annually WhatJobs

Posted 4 days ago

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Job Description

full-time
Our client is seeking a highly analytical and experienced Senior Financial Analyst to join their dynamic team in Charlotte, North Carolina, US . This pivotal role involves providing in-depth financial insights, strategic planning support, and robust reporting to drive business decision-making. The ideal candidate will possess a strong understanding of financial modeling, forecasting, and variance analysis within the banking and finance sector.

Key Responsibilities:
  • Develop and maintain complex financial models to support strategic initiatives, budgeting, and forecasting processes.
  • Analyze financial performance, identifying key trends, risks, and opportunities, and providing actionable recommendations to senior management.
  • Prepare comprehensive financial reports, presentations, and dashboards for various stakeholders, ensuring accuracy and clarity.
  • Collaborate with cross-functional teams, including accounting, operations, and business development, to gather data and ensure alignment with financial objectives.
  • Conduct in-depth variance analysis, investigating discrepancies and providing explanations for deviations from budget and forecast.
  • Support the annual budgeting process and quarterly forecasting cycles, ensuring timely and accurate submission of financial plans.
  • Monitor key financial performance indicators (KPIs) and provide regular updates on performance against targets.
  • Assist in ad-hoc financial analysis projects and strategic assessments as required.
  • Stay abreast of industry trends, regulatory changes, and best practices in financial analysis and reporting.
  • Mentor junior analysts and contribute to the continuous improvement of financial processes and systems.
Qualifications:
  • Bachelor's degree in Finance, Accounting, Economics, or a related field. MBA or CPA designation is a plus.
  • Minimum of 5-7 years of progressive experience in financial analysis, corporate finance, or investment banking.
  • Proven expertise in financial modeling, valuation, and forecasting techniques.
  • Proficiency in financial software and advanced Excel skills; experience with ERP systems (e.g., SAP, Oracle) and BI tools (e.g., Tableau, Power BI) is highly desirable.
  • Excellent analytical, problem-solving, and critical-thinking abilities.
  • Strong communication and presentation skills, with the ability to articulate complex financial information to diverse audiences.
  • Ability to work independently and collaboratively in a fast-paced, team-oriented environment.
  • Detail-oriented with a commitment to accuracy and data integrity.
This is an excellent opportunity for a motivated financial professional looking to make a significant impact within a leading financial institution.
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Senior Financial Analyst

28201 Charlotte, North Carolina $90000 Annually WhatJobs

Posted 4 days ago

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Job Description

full-time
Our client, a prominent financial institution headquartered in Charlotte, North Carolina, US , is looking for a highly skilled Senior Financial Analyst to join their corporate finance team. This hybrid role offers a blend of in-office collaboration and remote flexibility. You will be responsible for performing complex financial analysis, developing financial models, and providing strategic insights to support business decision-making. Key responsibilities include budgeting, forecasting, variance analysis, financial planning and reporting, and ad-hoc financial projects. You will work closely with various business units to understand their financial performance, identify trends, and recommend actionable strategies for improvement. The ideal candidate possesses a strong understanding of financial principles, advanced analytical and modeling skills, and proficiency in financial software and tools (e.g., Excel, financial planning software). Experience in the banking or financial services industry is highly preferred. You will be expected to present financial data and insights to senior management in a clear and concise manner. This role requires excellent attention to detail, strong problem-solving abilities, and the capacity to manage multiple priorities effectively. You will play a key role in shaping the financial strategy and performance of the organization. We are seeking a dedicated professional who is committed to accuracy, possesses a high level of integrity, and is eager to contribute to the success of a leading financial services company. Your contributions will directly impact strategic planning and financial health. This is an excellent opportunity for a seasoned financial professional to advance their career within a reputable and growing organization.
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Senior Financial Analyst

28201 Charlotte, North Carolina $100000 Annually WhatJobs

Posted 7 days ago

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Job Description

full-time
Our client, a well-established financial services firm, is seeking a highly analytical and detail-oriented Senior Financial Analyst to join their team in Charlotte, North Carolina, US . This is a critical on-site role where you will play a key part in financial planning, forecasting, budgeting, and performance analysis. The ideal candidate will possess strong financial modeling skills, a deep understanding of accounting principles, and the ability to translate complex financial data into clear, actionable insights for senior management. You will be responsible for preparing financial reports, analyzing variances, identifying trends, and recommending strategies to improve profitability and operational efficiency. Collaboration with various departments, including accounting, operations, and sales, will be essential to gather data and ensure accurate financial reporting. Key responsibilities include:
  • Develop and maintain complex financial models for forecasting, budgeting, and long-range planning.
  • Prepare monthly, quarterly, and annual financial reports, including variance analysis against budget and forecast.
  • Analyze financial performance, identify key drivers of profitability, and provide insights and recommendations to management.
  • Support the annual budgeting process by coordinating with department heads and consolidating budget submissions.
  • Conduct ad-hoc financial analysis to support strategic initiatives and business decisions.
  • Monitor key performance indicators (KPIs) and develop dashboards for management review.
  • Assist in the preparation of management presentations and financial reviews.
  • Ensure the accuracy and integrity of financial data through rigorous analysis and reconciliation.
  • Collaborate with the accounting team to ensure alignment between financial reporting and general ledger.
  • Stay current with industry best practices and financial regulations.
A Bachelor's degree in Finance, Accounting, Economics, or a related field is required. A minimum of 5 years of progressive experience in financial analysis, corporate finance, or accounting is essential. CPA or CFA designation is a plus. Proficiency in financial modeling software, advanced Excel skills (pivot tables, VLOOKUP, macros), and experience with ERP systems (e.g., SAP, Oracle) are mandatory. Strong analytical, problem-solving, and communication skills are crucial for this role. The ability to work independently and as part of a collaborative team in an office environment is required. If you are a seasoned financial professional looking for a challenging and impactful role in the financial hub of Charlotte, apply today.
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Senior Financial Analyst

28202 Charlotte, North Carolina $95000 Annually WhatJobs

Posted 9 days ago

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Job Description

full-time
Our client is seeking a highly analytical and detail-oriented Senior Financial Analyst to join their dynamic finance team in Charlotte, North Carolina, US . This pivotal role will be instrumental in driving financial planning, forecasting, and analysis initiatives. The ideal candidate will possess a strong understanding of financial modeling, data interpretation, and strategic business insights. Responsibilities include developing and maintaining complex financial models, performing variance analysis against budget and forecast, and preparing comprehensive financial reports for senior management. You will also be involved in ad-hoc financial analysis projects, identifying trends, and providing actionable recommendations to support business decision-making. The role requires close collaboration with various departments, including accounting, operations, and sales, to ensure accurate financial data and strategic alignment. A key aspect of this position involves contributing to the annual budgeting process and long-term financial strategy. Furthermore, you will play a crucial part in identifying opportunities for process improvements within the finance department, leveraging technology and best practices to enhance efficiency and accuracy. The successful candidate will have excellent communication skills, with the ability to present complex financial information clearly and concisely to non-financial stakeholders. This is an exciting opportunity for a motivated professional looking to make a significant impact within a leading financial institution. The position offers a competitive salary and benefits package, along with opportunities for professional growth and development. If you are a proactive individual with a passion for finance and a proven track record in financial analysis, we encourage you to apply. Experience with financial software and advanced Excel skills are essential. The role involves a hybrid work model, offering a balance between in-office collaboration and remote flexibility, located conveniently in Charlotte, North Carolina, US . Join us and contribute to shaping the financial future of our organization.
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