What Jobs are available for Forecasting in Charlotte?

Our client is launching an exciting Graduate Trainee program focused on Financial Analysis and is seeking bright, ambitious, and analytical individuals to join their team in **Charlotte, North Carolina, US**. This program is designed to provide comprehensive training and hands-on experience in various aspects of financial analysis, equipping you with the skills and knowledge necessary for a successful career in finance. You will work closely with experienced financial analysts, gaining exposure to financial modeling, data analysis, reporting, and strategic financial planning. This is an excellent stepping stone for recent graduates looking to immerse themselves in the financial services industry.

Program highlights include:

• Rotational assignments across key financial departments, including financial planning & analysis (FP&A), corporate finance, and investment analysis.
• Comprehensive training in financial modeling, valuation techniques, data visualization, and financial software (e.g., Excel, SAP, Tableau).
• Mentorship from senior finance professionals providing guidance and career development support.
• Exposure to real-world financial projects, contributing to strategic decision-making processes.
• Development of strong analytical, problem-solving, and critical thinking skills.
• Opportunities to build a professional network within the organization and the broader financial community.
• Understanding of financial reporting standards, regulatory compliance, and market dynamics.
• Clear path for career progression within the finance function based on performance and program completion.

The ideal candidate will have recently graduated (within the last 1-2 years) with a Bachelor's degree in Finance, Economics, Accounting, Mathematics, or a closely related quantitative field. A strong academic record, including a GPA of 3.5 or higher, is preferred. Demonstrable proficiency in Microsoft Excel, including advanced functions and formula capabilities, is essential. Excellent analytical, quantitative, and problem-solving skills are a must. Strong communication and interpersonal skills are necessary for effective collaboration and presentation of financial information. Prior internship experience in finance or a related field is a plus. This hybrid role requires a commitment to being present in the **Charlotte, North Carolina, US** office for collaborative work and essential training, with flexibility for remote work on designated days. We are looking for individuals who are eager to learn, detail-oriented, and possess a strong work ethic.

**The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.**
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**Regular or Temporary:**
Regular
**Language Fluency:** English (Required)
**Work Shift:**
1st shift (United States of America)
**Please review the following job description:**
Manage a team of quantitative analysts focused on model development efforts specific to finance and risk measurement estimation methodologies.
Responsible for the end-to-end development life cycle of quantitative models related to the company's management and mitigation of risk. Ensures that model risks are properly identified and managed. Partners across the firm including Risk Functions and lines of businesses to evaluate and improve models continually.
Areas of model development include retail credit loss forecasting models used for BAU, CCAR and CECL processes. This position may also lead periodic model review, model performance monitoring and validation finding mitigation following deployment.
**ESSENTIAL DUTIES AND RESPONSIBILITIES**
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Manage team specific to all aspects of the model development life cycle. The model development life cycle includes data acquisition, assessing data integrity, model development, documentation, implementation assistance and assisting with closing assurance provider issue related to the model.
2. Actively participate in the model development lifecycle. Develop, maintain and supervise monitoring, performance reporting, and change-management processes. Work with stakeholders to ensure models fulfill the business objectives set for them.
3. Ensure model development projects and processes comply with Truist requirements for model risk management and other policy requirements.
4. Provide mentoring and training to accelerate model development in areas of techniques, process and business knowledge.
5. Advocate towards user understanding and acceptance of models and associate analytics, including written and verbal presentations to model users, stakeholders, managers and oversight groups.
6. Serve as core point of contact to address model questions within the firm as needed, including assurance providers (e.g., Corporate Model Risk Management, Corporate Audit, and regulators). Support regulatory examinations and address respective requests.
7. Identify, recruit, maintain, and manage quantitative talent; delegate effectively to resolve organizational requirements
**QUALIFICATIONS**
**Required Qualifications:**
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. Ten years of relevant experience in best practices, or equivalent financial industry experience developing, documenting, implementing, or validating quantitative models with concentration in a particular financial domain
2. Seven+ years of model development experience using SAS or other applicable model development software/programming tools
3. Management ability: Ability to manage projects and teams to successful outcomes
4. Strong English communication skills, both written and verbal
5. Ability to distill complex mathematical concepts into actionable results
6. Strong work ethic; promote and conduct continued development of personal and associate knowledge base and technical skills
7. Organization skills: Ability to communicate and manage competing organizational priorities effectively
8. Problem solving skills: Strong problem solving skills
9. Education: Advanced degree or equivalent experience in Statistics, Econometrics, Operations Research, Actuarial Science, Applied Mathematics, or other applied quantitative science, or equivalent education and related training
**Preferred Qualifications:**
1. Master's degree/PhD
2. Relevant professional designation(s)
3. Experience in risk management
4. Knowledge/experience of best practices in retail credit loss forecasting and current regulatory environment and associated expectations within the financial services industry
**General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site ( Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
**_Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace._**
EEO is the Law ( Transparency Nondiscrimination Provision ( (

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**Day to Day**
The Senior Manager will serve as a strategic manager and mentor within the FP&A team, acting as a business partner to the Go-to-Market (GTM) organization. This role is accountable for delivering forward-looking insights, driver-based models, and clear financial narratives that shape strategic outcomes and resource allocation. Success in this role comes from influence, thought leadership, and mentorship.
**Responsibilities**
+ **Strategic Business Partnering:** Serve as a credible advisor to business leaders in Sales, Product, Marketing, and Operations. Anticipate needs, frame trade-offs, and provide insights that guide scalable, profitable growth.
+ **Driver-Based Modeling & Forecasting:** Head the design and application of driver-based models to help OPEX, headcount, and investment conclusions. Build and promote scenario analysis frameworks that enable proactive planning.
+ **Insight & Storytelling:** Translate financial results and forecasts into compelling narratives, memos, and executive-ready recommendations. Ensure FP&A delivers clear _"so-what / now-what"_ insights that drive action.
+ **Enablement & Self-Serve:** Advocate for standardized dashboards, central process documentation, and self-service tools. Mentor peers and contributors on how to use these effectively, reducing ad-hoc asks.
+ **Mentorship & Influence:** Coach analysts and managers on advanced modeling, storytelling, and decision-maker management engagement. Steer by example through thought leadership, innovation, and cross-functional engagement.
+ **Innovation & Process Improvement:** Identify opportunities to automate manual processes, embed AI/analytics, and scale FP&A capabilities. Inspire the team to experiment, adopt new tools, and continuously improve.
+ **Executive Deliverables:** Take a lead role in preparing financial materials for senior executives and the board, ensuring accuracy, clarity, and strategic framing.
**Skills/Competencies**
+ 7 - 10 years in FP&A, corporate finance, consulting, or investment banking, with evidence of strategic partnership and influence.
+ Advanced financial modeling and forecasting expertise, including driver-based and scenario review.
+ Skilled in BI tools, self-service platforms, and automation (SQL, Tableau/Looker, EPM, AI co-pilots).
+ Excellent communication and storytelling skills, able to distill complex insights into executive-level narratives.
+ Proven track record of leading without direct authority - mentoring peers, shaping conclusions, and driving outcomes through influence.
**Salary Range Transparency**
Austin 122,000 - 182,000 USD per year
NYC Metro Area 137,000 - 179,000 USD per year
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The base salary range represents the low and high end of the Indeed salary range for this position in the given work location. Actual salaries will vary depending on factors including but not limited to location, experience, and performance. The range(s) listed is just one component of Indeed's total compensation package for employees. Other rewards may include quarterly bonuses, Restricted Stock Units (RSUs), a Paid Time Off policy, and many region-specific benefits.
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Reference ID: 46291

Our client is seeking a highly accomplished and strategic Director of Financial Planning & Analysis (FP&A) to oversee financial operations in Charlotte, North Carolina . This key role will be responsible for driving the company's financial planning, forecasting, budgeting, and analysis processes. You will lead a team of finance professionals, providing critical insights and strategic guidance to support executive decision-making and long-term business objectives. The ideal candidate will possess a strong background in corporate finance, a deep understanding of financial modeling, and extensive experience in financial reporting and performance management. You will play a crucial role in developing sophisticated financial models, conducting variance analysis, and identifying key drivers of financial performance. Responsibilities include managing the annual budgeting process, developing rolling forecasts, and preparing comprehensive financial reports for senior management and the board of directors. You will also be responsible for evaluating investment opportunities, performing financial due diligence, and advising on strategic initiatives. The ability to translate complex financial data into actionable business insights is paramount. This position requires exceptional leadership, analytical, and communication skills, as well as the ability to collaborate effectively with various departments across the organization. This role offers a significant opportunity to shape the financial strategy and drive profitability for a growing enterprise.

Responsibilities:

• Lead the FP&A function, overseeing budgeting, forecasting, and long-range planning.
• Develop and maintain robust financial models to support strategic decision-making.
• Analyze financial performance, identify trends, and provide actionable insights.
• Prepare monthly, quarterly, and annual financial reports and presentations.
• Manage the annual budgeting process and rolling forecast cycles.
• Evaluate business cases for new initiatives and investments.
• Collaborate with business leaders to understand financial drivers and support their objectives.
• Ensure accuracy and integrity of financial data.
• Drive process improvements within the FP&A function.
• Mentor and develop the FP&A team.

Qualifications:

• Bachelor's degree in Finance, Accounting, Economics, or a related field; MBA or CPA strongly preferred.
• 8+ years of progressive experience in financial planning and analysis.
• Demonstrated expertise in financial modeling, forecasting, and budgeting.
• Strong understanding of financial statements and accounting principles.
• Proven ability to analyze complex financial data and provide strategic recommendations.
• Excellent leadership, communication, and presentation skills.
• Proficiency in financial software and ERP systems (e.g., Hyperion, SAP, Oracle).
• Experience in a dynamic and fast-paced business environment.
• Ability to manage multiple priorities and meet deadlines.
• Experience with data visualization tools is a plus.

At  Trane Technologies TM   and through our businesses including  Trane ®  and  Thermo King ® , we create innovative climate solutions for buildings, homes, and transportation that challenge what's possible for a sustainable world. We're a team that dares to look at the world's challenges and see impactful possibilities. We believe in a better future when we uplift others and enable our people to thrive at work and at home. We boldly go.
**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 role is located in Davidson NC**
We value our employees' ability to thrive both at work and at home through a work arrangement that supports collaboration, productivity, well-being and flexibility.
- In-Office Days: Onsite Monday to Thursday engaging with your colleagues
- Flexible Location Day: On Fridays enjoy the flexibility to work from a location that best suits your productivity and personal needs
**Job Summary:**
Trane Technologies is seeking a strategic, innovative and results-oriented Vice President, Financial Planning & Analysis to serve as a key member of the corporate financial leadership team. Reporting to the Chief Financial Officer, the VP, Financial Planning & Analysis is responsible for delivering value-added business analysis as well as defining and reporting meaningful enterprise financial and operational metrics that support insightful, accurate and timely business decision-making. The VP, FP&A is responsible for overseeing the corporate financial planning organization that builds strong relationships with our regional businesses and enterprise functional leaders which results in a comprehensive understanding of key business drivers and financial models that enable the team to deliver value-added analysis across the enterprise.
**What you will do:  **  
· Lead a central team that coordinates financial planning & analysis activities led by the enterprise, including timelines, targets and requirements for annual operating plan, quarterly business reviews and forecasts, analysis of monthly results and enterprise business reviews, long-range plans and operational updates for the board of directors meetings. Manage enterprise process functionality, standardization and changes to improve efficiency and effectiveness of business planning processes and systems
· Serve as an advocate for the business while leading the assessment of enterprise plans and business plan performance, including risks and opportunities, as well as recommending actions to identify value creation opportunities and improve business outcomes
· Partner with the management team at the regional and BU level and corporate, to provide value-added insight into the business
· Prepare a monthly reporting package that includes comprehensive Key Performance Indicator (KPI) reporting, analysis of key business trends, actual versus forecast variances with comprehensive explanations of differences
· Drive an efficient, effective and comprehensive process for developing financial plans and analysis that links to the enterprise strategy and partner with regional leadership teams to ensure execution
· Develop and monitor the company's annual budget and monthly forecasts, which shall include establishing budget tools, setting timelines and acting as project manager for the company, ensuring all budgets are accurate, comprehensive and completed on time
· Prepare and monitor the company's long range strategic planning financial models
· Support quarterly external reporting, including earnings releases, presentations and earnings call support
· Manage the agenda for the enterprise Investment Review Board to evaluate major investment decisions across the enterprise
· Actively own key finance and business processes and applications including OneStream and data and analytics strategy
· Be a partner with our strategy group to develop and enhance competitive intelligence, customer intelligence, geographic economic data and technology trends
· Exhibit flexibility and willingness to take on new responsibilities and assignments as they are identified and to assist with various ad hoc projects as needed
· Maintain relationships with global finance teams to ensure quality deliverables and proper information flow
**Qualifications:**  
· More than 15 years of experience, ideally in a multinational/global business, with several years of experience in finance leadership positions in complex, progressive, global planning and analysis environment along with a strong track record of personal achievement and advancement
· Finance leader role in a large business unit/segment responsible for finance functions and strategic and operational planning and forecasting
· Minimum of 5 years in finance leadership role developing high-performing talent and directing high-performing team(s)
· International experience/exposure
· Experience in an industrial and/or consumer products businesses
· Must possess and demonstrate high degree of financial, analytical and process leadership competence and business acumen
· A Bachelor's degree is required; an MBA or equivalent advanced degree is highly preferred
· Proven track record of teamwork, innovation and results in financial planning & analysis. Ability to interact with and influence people at all levels of an organization
· A track record of progressively responsible assignments in large, multinational companies. Proven success managing large-scale, multi-departmental projects. Effective decision-making with attention to detail. Hands-on as well as strategic approach with the ability to drive change and achieve business results.
  **Equal Employment Opportunity:**    
We offer competitive compensation and comprehensive benefits and programs. We are an equal opportunity employer; all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, pregnancy, age, marital status, disability, status as a protected veteran, or any legally protected status.