19 Financial Analysts jobs in Raleigh

• Drive an efficient, effective, and comprehensive process of budgeting, forecast, variance analysis, and scenario planning that links to strategic objectives.
• Monitor progress against objectives, provide business insights and challenges, and drive recommendations.
• Responsible for preparation of monthly consolidated reports for management, budgeting, forecasting, and evaluating and enforcing contracts, accounting polices and procedures.
• Partner with accounting and relevant functional groups to drive financial statement integrity around high risk areas including but not limited to clinical accruals, tech service cost/activity tracking and inventory accounting.
• In collaboration with Strategy and Business Ops, develop the company's long-range planning (LRP) that encompasses the effort to model and forecast out portfolio through IND, clinical stages, and commercialization.
• In collaboration with Strategy and Business Ops, Prepare Net Present Value (NPV) analysis that assess program and Corporate value at various inflection points.
• Support ad hoc and other special projects such as debt and equity financings, financial due diligence, deal structuring and M&A etc.
• Implement, manage and improve financial tools and processes.
• Build strong partnerships across the company to ensure clear communication and collaboration.
• Other tasks as assigned.

• BS in Accounting, Business Administration or Finance
• MBA preferred
• 10+ years of financial analysis/planning experience

• Extensive knowledge of accounting, financial statement preparation, and SEC reporting
• Extraordinary analytical and problem-solving skills, with demonstrated intellectual and analytical rigor
• Ability to adapt to a dynamic, rapidly changing business environment
• Strong knowledge of financial budgeting software
• Advance experience in Excel, Word and PowerPoint
• Strong presentation skills

• Primarily desk-based, generally in an office or home office setting
• May involve extended periods of sitting and computer use

Job DescriptionJob DescriptionSalary: Director of Financial Planning Overall Function Luca Partners is seeking a full-time Director of Financial Planning to lead their planning department and consult with high net worth and ultra high net worth clients on their estate strategies. Luca Partners provides personal financial planning and investment management to high-net-worth and emerging high-net-worth clients. The Director of Financial Planning concentrates in overall financial planning for our clients, including areas of tax and legal planning. This individual will lead our planning department in the areas of financial plan analysis and in the development of planning strategies for clients. Specific responsibilities may include but are not limited to: Lead and manage the overall financial planning workflow of the department Analyze and prepare information for meetings with clients and prospects, including annual reviews Active collaboration with private wealth advisors to create comprehensive plans for high-net-worth and ultra-high-net-worth clients with an emphasis on estate planning, wealth transfer, business succession, and tax mitigation strategies. Participate in meetings with clients as appropriate Prepare executive summaries of opportunities and insights for client meetings Qualifications Experience in the financial services industry required; 10 years CFP and/or CPA and/or JD Extensive experience working directly with high-net-worth clients in advanced estate and business planning, as well as tax planning. Deep knowledge and expertise in planning areas including tax optimization, estate and business succession, and wealth transfer strategies. Excellent oral and written communication skills with ability to practice attentive and active listening and communicate in an open and direct manner Demonstrated organizational and time management skills with ability to multitask, set priorities and meet deadlines Strong attention to detail with the ability to work with a high degree of accuracy Ability to embrace change and work in a fast-paced environment Ability to work both independently and on a team Experience leading and developing team members Willingness to obtain additional financial services licenses as needed for role Education Bachelors degree required, and a JD from an accredited program . Competitive Benefits Medical, dental, and vision insurance 401(k) plan with employer matching PTO Paid Holidays Paid maternity and paternity leave Long-term Location Option to work out of our Raleigh, NC or Durham, NC offices #J-18808-Ljbffr

Morgan Stanley Wealth Management, a global leader, provides access to a wide range of products and services to individuals, businesses, and institutions, including brokerage and investment advisory services, financial and wealth planning, cash management and lending products and services, annuities and insurance, retirement and trust services.

The Morgan Stanley Financial Planning Director position offers a unique opportunity to work in a local office directly with Financial Advisors to provide financial planning advice and analysis to the firm's clients. This challenging role enables the Financial Planning Director to provide in-depth insight into the nuances of wealth planning and the innovative planning tools and resources that advisors utilize to deliver holistic advice to clients. As a Financial Planning Director, you will leverage your CFP or CPWA designation, as well as, relevant industry experience and expertise to assist advisors and their clients to clarify their long-term objectives and take the steps necessary to reach their goals.

Becoming a Financial Planning Director at Morgan Stanley will allow you to:

Help Others Achieve Their Goals - You can help others achieve their personal and financial goals and make a difference in their lives.

Develop Industry Expertise- In this role, you will continue to refine your skills and remain current with the ever changing financial services industry

Build a Personally and Financially Rewarding Career - You have the potential to grow your network within Morgan Stanley and leverage your skills to promote career mobility and advancement

Job Responsibilities

Complete proprietary training in wealth planning disciplines, investment strategies, and product suitability

Demonstrate expertise in wealth management topics including retirement planning, investment planning, tax planning, trust and estate planning, bank and credit management, and risk and insurance management

Collaborate effectively with local management team to prioritize and oversee financial planning engagements

Assist Financial Advisors with helping their clients articulate their financial goals within the context of their investment strategy

Facilitate business growth by driving client engagement and loyalty

Work closely with other solutions specialists to incorporate sophisticated solutions into the client's financial picture

Drive goals based wealth management strategy with Financial Advisors and their clients

Remain current with all CFP continuing education requirements

Comply with all regulatory requirements, including licensing and registrations

Job Requirements

Successful candidates will be able to incorporate superior time management skills, financial planning acumen, and strong communication skills to support the firm's clients in addressing a spectrum of financial and investment needs:

Holder of a Bachelor's degree and 5+ years professional experience in wealth management, business development, and management

Current holder of the CFP required

Series 7, 66 licenses required

Knowledge of Money Guide Pro highly preferred

Exemplary in communication, presentation, time-management and organizational skills

Proficient at listening to client needs, and then be capable of skillful construction of tailored financial solutions.

Authorization to work in the U.S. without durational restrictions

Successful completion of background check and pre-employment assessments

Hiring Process

Our hiring procedure is a multistep process that can take four to six weeks to complete. Successful candidates can expect multiple interviews and assessments. All offers of employment are contingent on a background check.

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:

We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.

Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.

It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Recognized as one of Forbes 2024 "America's Best Large Employers" and named to the Forbes 2024 "Best Employers for Diversity", Labcorp is seeking to hire an Executive Director, Financial Planning & Analysis.

The Executive Director of Financial Planning and Analysis (FP&A) will play a critical role in driving the financial strategy and performance of our IT organization. This executive will lead a team of financial analysts/managers and collaborate directly with the CIO and his senior leadership to provide insights that support strategic decision-making and enhance operational efficiency. The ideal candidate will possess a deep understanding of financial modeling, forecasting, and budgeting for corporate functions. This position will oversee and direct the financial analysis, budgeting, forecasting support, long-term planning, capital recommendations, problem solving, financial modeling and business analysis of performance metrics. This position also partners with the Business Unit/Segment Leaders to develop business strategy and acts as a financial business partner and advisor by identifying value levers and efficiency opportunities, while helping the team execute those initiatives.

This is a hybrid position requiring three days per week onsite at a Labcorp location.

The ideal candidate will reside in RTP, NC or surrounding area.

Finance Leadership, Analytics, and Partnership

• Collaborates with the CIO to review, develop, and implement a robust financial planning strategy that aligns with the company's long-term vision and goals.

• Oversees, leads, and presents monthly and quarterly financial reporting, analysis, forecasting, and budgeting for IT activities, ensuring accuracy, timeliness, and clear understanding of key takeaways.

• Develops advanced analytics to drive value, reduce costs, increase productivity, and enhance business profitability.

• Ensures consolidated financial performance information is accurate and timely, providing insights that support strategic decision-making.

• Understands and challenges the financial position of each business area, holding budget owners accountable for their performance and supporting management teams with necessary analysis.

• Provides bridges and variance reporting (e.g. actual vs. budget, forecast and prior year) to Segment, Division and Corporate leadership.

• Leads the intervention, investigation, and resolution of in-year and short-term financial issues, ensuring effective solutions.

• Ensures effective use of capital by utilizing appropriate governance, risk management, financial performance measurement and post-investment reviews. Approves all capital and lease requests. Helps prepare clear capital proposals for senior leadership decision-making.

• Prepares and presents relevant information for strategic planning and long-range forecasting sessions and actively participates to ensure alignment with the Company's vision and goals.

• Partners with leadership on all IT-related M&A activity and leads the development of financial proformas and synergy plans.

• Manages the integration of acquired businesses into the LabCorp suite of processes, systems, and policies.

• Fosters strong relationships, trust, and camaraderie within the IT team, finance teams and across the organization, promoting a collaborative and supportive work environment.

Controls and Compliance

• Promotes solid cost management behavior in the business, advocating for financial disciplines and risk management processes.

• Advises the business on ways to assume greater degrees of financial accountability, fostering a culture of responsibility.

• Ensures compliance with Corporate and internal policies, maintaining high standards of governance.

• Supports Internal Audit engagements, evaluates findings, prepares action plans, and ensures timely execution.

• Approves Division travel and vendor-related expenses, ensuring prudent financial management.

Qualifications

• Bachelor's degree with 12+ years of relevant financial management experience (financial modeling, analysis and reporting, forecasting and budgeting experience), preferably with a large global company within a service industry. Prior experience influencing and communicating with leadership of a global company.

• Deep experience as FP&A support for a corporation, division, segment or function within a publicly traded company.

• Ability to team effectively with executive leadership, finance leadership and operational leadership.

• Prior experience working with and supporting a global IT function.

• MBA or experience in an investment banking training program or select financial leadership development program with a corporation

• Willingness to "roll up the sleeves" in terms of problem solving and improvement actions.

• Ability to manage the complexities of multiple information systems to support decisions with analytics.

• Ability to "connect the dots" between IT operations and the downstream impacts on the business

• Experience with process efficiencies and lean organizations.

• Technically capable yet able to communicate the financial implications and alternatives as well as the presence to interact at executive management levels.

• Fully conversant in financial statements, accounting theory and practice.

• Highly competent in Microsoft Office, particularly Microsoft Excel and PowerPoint.

• Experience with high end financial reporting systems such as PeopleSoft Financials

PERSONAL CHARACTERISTICS & CULTURAL FIT

• Strong analytical and problem-solving skills, with the ability to interpret complex financial data.

• Excellent communication and presentation skills, capable of conveying financial concepts to non-financial stakeholders.

• Proficiency in financial software and tools (e.g., ERP systems, Excel, financial modeling software).

• Demonstrated ability to lead and develop teams, fostering a culture of accountability and high performance.

• High energy, inspirational leadership skills with exceptional communication and team building ability

• Strong commitment to building a winning culture and team environment.

• Ability to quickly display credibility and build support for necessary initiatives within the team, their business, and across other related organizations or divisions.

• Highly analytical decision maker leveraging contextual judgement & creativity.

• Ability to make decisions without all the information. Comfortable with ambiguity.

• Flexibility in working hours and available for business travel.

Benefits: Employees regularly scheduled to work 20 or more hours per week are eligible for comprehensive benefits including: Medical, Dental, Vision, Life, STD/LTD, 401(k), Paid Time Off (PTO) or Flexible Time Off (FTO), Tuition Reimbursement and Employee Stock Purchase Plan. Casual, PRN & Part Time employees regularly scheduled to work less than 20 hours are eligible to participate in the 401(k) Plan only. For more detailed information, please click here ( .

#LI-DZ1

Labcorp is proud to be an Equal Opportunity Employer:

Labcorp strives for inclusion and belonging in the workforce and does not tolerate harassment or discrimination of any kind. We make employment decisions based on the needs of our business and the qualifications and merit of the individual. Qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), family or parental status, marital, civil union or domestic partnership status, sexual orientation, gender identity, gender expression, personal appearance, age, veteran status, disability, genetic information, or any other legally protected characteristic. Additionally, all qualified applicants with arrest or conviction records will be considered for employment in accordance with applicable law.

We encourage all to apply

If you are an individual with a disability who needs assistance using our online tools to search and apply for jobs, or needs an accommodation, please visit our accessibility site ( or contact us at Labcorp Accessibility. ( ) For more information about how we collect and store your personal data, please see our Privacy Statement ( .

Recognized as one of Forbes 2024 "America's Best Large Employers" and named to the Forbes 2024 "Best Employers for Diversity", Labcorp is seeking to hire an Executive Director, Financial Planning & Analysis.

The Executive Director of Financial Planning and Analysis (FP&A) will play a critical role in driving the financial strategy and performance of our IT organization. This executive will lead a team of financial analysts/managers and collaborate directly with the CIO and his senior leadership to provide insights that support strategic decision-making and enhance operational efficiency. The ideal candidate will possess a deep understanding of financial modeling, forecasting, and budgeting for corporate functions. This position will oversee and direct the financial analysis, budgeting, forecasting support, long-term planning, capital recommendations, problem solving, financial modeling and business analysis of performance metrics. This position also partners with the Business Unit/Segment Leaders to develop business strategy and acts as a financial business partner and advisor by identifying value levers and efficiency opportunities, while helping the team execute those initiatives.

This is a hybrid position requiring three days per week onsite at a Labcorp location.

The ideal candidate will reside in RTP, NC or surrounding area.

Finance Leadership, Analytics, and Partnership

• Collaborates with the CIO to review, develop, and implement a robust financial planning strategy that aligns with the company's long-term vision and goals.

• Oversees, leads, and presents monthly and quarterly financial reporting, analysis, forecasting, and budgeting for IT activities, ensuring accuracy, timeliness, and clear understanding of key takeaways.

• Develops advanced analytics to drive value, reduce costs, increase productivity, and enhance business profitability.

• Ensures consolidated financial performance information is accurate and timely, providing insights that support strategic decision-making.

• Understands and challenges the financial position of each business area, holding budget owners accountable for their performance and supporting management teams with necessary analysis.

• Provides bridges and variance reporting (e.g. actual vs. budget, forecast and prior year) to Segment, Division and Corporate leadership.

• Leads the intervention, investigation, and resolution of in-year and short-term financial issues, ensuring effective solutions.

• Ensures effective use of capital by utilizing appropriate governance, risk management, financial performance measurement and post-investment reviews. Approves all capital and lease requests. Helps prepare clear capital proposals for senior leadership decision-making.

• Prepares and presents relevant information for strategic planning and long-range forecasting sessions and actively participates to ensure alignment with the Company's vision and goals.

• Partners with leadership on all IT-related M&A activity and leads the development of financial proformas and synergy plans.

• Manages the integration of acquired businesses into the LabCorp suite of processes, systems, and policies.

• Fosters strong relationships, trust, and camaraderie within the IT team, finance teams and across the organization, promoting a collaborative and supportive work environment.

Controls and Compliance

• Promotes solid cost management behavior in the business, advocating for financial disciplines and risk management processes.

• Advises the business on ways to assume greater degrees of financial accountability, fostering a culture of responsibility.

• Ensures compliance with Corporate and internal policies, maintaining high standards of governance.

• Supports Internal Audit engagements, evaluates findings, prepares action plans, and ensures timely execution.

• Approves Division travel and vendor-related expenses, ensuring prudent financial management.

Qualifications

• Bachelor's degree with 12+ years of relevant financial management experience (financial modeling, analysis and reporting, forecasting and budgeting experience), preferably with a large global company within a service industry. Prior experience influencing and communicating with leadership of a global company.

• Deep experience as FP&A support for a corporation, division, segment or function within a publicly traded company.

• Ability to team effectively with executive leadership, finance leadership and operational leadership.

• Prior experience working with and supporting a global IT function.

• MBA or experience in an investment banking training program or select financial leadership development program with a corporation

• Willingness to "roll up the sleeves" in terms of problem solving and improvement actions.

• Ability to manage the complexities of multiple information systems to support decisions with analytics.

• Ability to "connect the dots" between IT operations and the downstream impacts on the business

• Experience with process efficiencies and lean organizations.

• Technically capable yet able to communicate the financial implications and alternatives as well as the presence to interact at executive management levels.

• Fully conversant in financial statements, accounting theory and practice.

• Highly competent in Microsoft Office, particularly Microsoft Excel and PowerPoint.

• Experience with high end financial reporting systems such as PeopleSoft Financials

PERSONAL CHARACTERISTICS & CULTURAL FIT

• Strong analytical and problem-solving skills, with the ability to interpret complex financial data.

• Excellent communication and presentation skills, capable of conveying financial concepts to non-financial stakeholders.

• Proficiency in financial software and tools (e.g., ERP systems, Excel, financial modeling software).

• Demonstrated ability to lead and develop teams, fostering a culture of accountability and high performance.

• High energy, inspirational leadership skills with exceptional communication and team building ability

• Strong commitment to building a winning culture and team environment.

• Ability to quickly display credibility and build support for necessary initiatives within the team, their business, and across other related organizations or divisions.

• Highly analytical decision maker leveraging contextual judgement & creativity.

• Ability to make decisions without all the information. Comfortable with ambiguity.

• Flexibility in working hours and available for business travel.

Benefits: Employees regularly scheduled to work 20 or more hours per week are eligible for comprehensive benefits including: Medical, Dental, Vision, Life, STD/LTD, 401(k), Paid Time Off (PTO) or Flexible Time Off (FTO), Tuition Reimbursement and Employee Stock Purchase Plan. Casual, PRN & Part Time employees regularly scheduled to work less than 20 hours are eligible to participate in the 401(k) Plan only. For more detailed information, please click here ( .

#LI-DZ1

Labcorp is proud to be an Equal Opportunity Employer:

Labcorp strives for inclusion and belonging in the workforce and does not tolerate harassment or discrimination of any kind. We make employment decisions based on the needs of our business and the qualifications and merit of the individual. Qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), family or parental status, marital, civil union or domestic partnership status, sexual orientation, gender identity, gender expression, personal appearance, age, veteran status, disability, genetic information, or any other legally protected characteristic. Additionally, all qualified applicants with arrest or conviction records will be considered for employment in accordance with applicable law.

We encourage all to apply

If you are an individual with a disability who needs assistance using our online tools to search and apply for jobs, or needs an accommodation, please visit our accessibility site ( or contact us at Labcorp Accessibility. ( ) For more information about how we collect and store your personal data, please see our Privacy Statement ( .

Harmony Housing Affordable Development Inc. ("HHAD") is among the largest real estate developers of affordable rental housing in the United States. Our mission is to positively impact communities by creating and preserving quality affordable housing for low wealth households. HHAD is a wholly owned subsidiary of Harmony Housing, a 501c3 not-for-profit owner and operator of affordable housing.

Our fast-growing organization is currently seeking a detail-oriented and experienced Senior Financial Analyst to join the expanding Finance team and who will be an integral part of the growth of HHAD's affordable housing development business. The ideal candidate will be responsible for managing the financial aspects of affordable housing projects, ensuring compliance with regulatory requirements, and providing accurate financial reporting to stakeholders. This position works in close coordination with HHAD's Accounting, Business Development, Construction, Development, and Executive teams and is based in our Raleigh, North Carolina office, reporting to the Director of Finance.

This position will be responsible for leading all efforts related to underwriting, financing, and closing transactions for the Company's multi-family affordable development platform (new construction, rehabilitation, mixed-use, and Rural Development ("RD")). The Senior Financial Analyst will perform financial analyses of development opportunities and regularly interface with external development partners, as well as lenders, syndicators, equity investors, and various government agencies. This position requires a great deal of autonomy and accountability, along with strong experience in financial analysis, low-income housing tax credits, critical thinking and problem solving, negotiating, networking, and teamwork.

Primary Duties and Responsibilities:

• Project Finance :
• • Support the execution of the multi-family affordable development platform by leading efforts related to underwriting, financing, and closing projects
  • Collaborate with a cross functional Project Team (Finance, Development, and Construction) to successfully execute on multiple development projects at a time
  • Facilitate the collection, organization, review, and analysis of financial due diligence materials
  • Prepare, update, and maintain detailed project-level and portfolio-level financial models using Excel macros and various data analysis techniques
  • Prepare financial analyses and supporting materials for presentations to senior leadership, Investment Committee, external development partners, and other stakeholders
  • Provide regular status reports on projects to senior leadership
  • Monitor and drive project schedules to ensure financial milestones are achieved as scheduled
  • Track pre-development costs and cash needs for assigned projects
  • Lead efforts to raise debt and equity by preparing investment packages, soliciting proposals from potential lenders and investors, responding to questions, and negotiating terms
  • Identify potential sources of soft funding and be able to update financial models with the unique associated financing terms
  • Work closely with the Development Team to prepare applications for tax credits, tax-exempt bonds, and other sources of funds
    • Assist in monitoring project budgets, ensure development sources and uses remain balanced, and provide insights into cost management and financial performance
    • Participate in project meetings and contribute to financial decision-making processes
  • Prepare closing draws and facilitate project financial closing and funding requests; review closing statements for accuracy
• Regulatory Compliance :
• • Ensure continuous adherence to local, state, and federal regulations (including state QAPs) related to affordable housing financing and reporting
  • Review project partnership and financial documents and ensure funding terms and conditions are consistently maintained
• Stakeholder Engagement :
• • Effectively and timely communicate with bank representatives, lenders, investors, housing agencies, market analysts, appraisers, auditors, clients, and other external deal participants
  • Establish, cultivate, and maintain strategic relationships with potential and existing partners, brokers, institutional and equity partners, owners, lenders, and other key stakeholders in various markets
  • Lead meetings with external clients, financial partners, as well as government agencies and pertinent officials as may be needed
  • Collaborate with financial analysts, developers, project managers, and other stakeholders to provide financial insights and support
• Team Leadership :
• • Foster a collaborative environment that encourages continuous improvement and innovation
  • Identify and implement process improvements to enhance the efficiency and effectiveness of the Finance and Underwriting functions
  • Stay updated on industry trends and best practices in affordable housing finance
  • Ensure individual and departmental goals and objectives are achieved

• Bachelor's degree in accounting, business, finance, real estate, mathematics, or a related field; Master's degree a plus
• Minimum of three (3) years of progressive professional experience with a successful track record in real estate development, real estate finance, or low-income housing tax credit syndication, with an in-depth understanding of real estate fundamentals and transaction structuring
• Exceptional financial modeling skills with the ability to create, update, maintain, understand, and audit complex financial models using Microsoft Excel (advanced levels)
• Experience reviewing real estate financial information (operating statements, rent rolls, audits, loan documents, etc.); ability to process information including gathering, assessing, coding, organizing, auditing, and verifying data
• Experience in advanced multi-family real estate underwriting with LIHTC and tax-exempt bond financing, FHA mortgage insurance programs, as well as Agency debt products (Fannie/Freddie), and familiarity with other affordable housing funding programs and compliance regulations
• Demonstrated excellent analytical, problem-solving, and decision-making skills
• Ability to recognize and mitigate investment risks
• High-energy, accurate, organized, highly detailed, and results-oriented professional with demonstrable ability to successfully manage multiple projects and successfully work under pressure of strict deadlines
• Excellent written and oral communication skills with an ability to clearly and concisely express ideas, thoughts, and concepts in writing and verbally
• Strong financial and analytical skills, as well as advanced computer skills (Microsoft Office Suite, Adobe, SharePoint, and SmartSheets and other similar programs)
• Ability to handle daily responsibilities and projects with minimal direction, while also working in close collaboration with a team to provide solutions where needed
• Ability to maintain a "big picture" focus while attending to very detailed work and providing thorough documentation
• Resourceful, flexible, and maintain the ability to react and respond quickly towards positive outcomes
• Strong personal standards and values consistent with HHAD's core values (entrepreneurial, integrity, caring, and excellence)

Manage Red Hats revenue reporting database, ensuring accurate data that includes custom business logic through SQL and Python scripts. Migrate and maintain revenue data through system changes such as JDV to Starburst.

*Telecommuting permitted: work may be performed within normal commuting distance from the Red Hat office in Raleigh, NC.

What You Will Do:

• Create standard SQL queries for use by FP&A team to extract consistent data from revenue database.
• Develop and Publish Tableau dashboards for analysis by FP&A leadership and regularly ensure that dashboards are up to date and accurate.
• Provide monthly and quarterly close reporting on revenue performance, monitoring variances, identifying trends and recommending actions to management.
• Assist FP&A leadership in regular ad hoc questions from IBM and Red Hat leadership.
• Utilize FP&A reporting tools such as DBeaver, Tableau and OneStream to load and share revenue teams monthly forecast with corporate finance team.
• Prepare and conduct presentations to management demonstrating company revenue performance and trends.
• Analyze pipeline bookings data and apply appropriate software accounting principles to forecast deal level revenue.

What You Will Bring:

• Bachelors degree (U.S. or foreign equivalent) in Business Administration, Finance, Accounting or related field and five (5) years of experience in the job offered or related role.
• Must have five (5) years of experience with: SQL; Developing and Publishing Tableau dashboards; and Python.
• Must have four (4) years of experience with database management in Starburst and Redshift.
• Must have two (2) years of experience with: Open Source Software revenue analysis; and Software Accounting, ASC 606.

#LI-DNI

The salary range for this position is $118,851 - $155,670 . Actual offer will be based on your qualifications.

Pay Transparency
Red Hat determines compensation based on several factors including but not limited to job location, experience, applicable skills and training, external market value, and internal pay equity. Annual salary is one component of Red Hats compensation package. This position may also be eligible for bonus, commission, and/or equity. For positions with Remote-US locations, the actual salary range for the position may differ based on location but will be commensurate with job duties and relevant work experience.

About Red Hat

Red Hat is the worlds leading provider of enterprise open source software solutions, using a community-powered approach to deliver high-performing Linux, cloud, container, and Kubernetes technologies. Spread across 40+ countries, our associates work flexibly across work environments, from in-office, to office-flex, to fully remote, depending on the requirements of their role. Red Hatters are encouraged to bring their best ideas, no matter their title or tenure. We're a leader in open source because of our open and inclusive environment. We hire creative, passionate people ready to contribute their ideas, help solve complex problems, and make an impact.

Inclusion at Red Hat
Red Hats culture is built on the open source principles of transparency, collaboration, and inclusion, where the best ideas can come from anywhere and anyone. When this is realized, it empowers people from different backgrounds, perspectives, and experiences to come together to share ideas, challenge the status quo, and drive innovation. Our aspiration is that everyone experiences this culture with equal opportunity and access, and that all voices are not only heard but also celebrated. We hope you will join our celebration, and we welcome and encourage applicants from all the beautiful dimensions that compose our global village.

Equal Opportunity Policy (EEO)
Red Hat is proud to be an equal opportunity workplace and an affirmative action employer. We review applications for employment without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, ancestry, citizenship, age, veteran status, genetic information, physical or mental disability, medical condition, marital status, or any other basis prohibited by law.

Were the worlds leading provider of enterprise open source solutionsincluding Linux, cloud, container, and Kubernetes. We deliver hardened solutions that make it easier for enterprises to work across platforms and environments, from the core datacenter to the network edge.

At Red Hat, our commitment to open source extends beyond technology into virtually everything we do. We collaborate and share ideas, create inclusive communities, and welcome diverse perspectives from all Red Hatters, no matter their role. Its what makes us who we are.

Some of the most knowledgeable and passionate people in the technology industry work here. Whether were building software, championing our products, or training new associates, were collaborating openly to make a difference in the world of open source and beyond.