What Jobs are available for Investment Analysis in Charlotte?

Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.
Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.
**Job Description:**
At Regions, the Technology Portfolio Liaison supports the intake of initiatives from technology and the business unit to help determine capacity and sequencing. This role executes intake, prioritization, and impact assessment activities in accordance with policies and standards. The ideal candidate possesses experience working within the business and technology with a keen awareness of the industry at large and competitor portfolios, priorities, strategic investments, etc.
**Primary Responsibilities**
+ Facilitates intake, prioritization, and readiness of requests/initiatives
+ Conducts impact assessments to understand capacity
+ Evaluates work requests to determine the preliminary scope, objectives, and alignment with strategic priorities
+ Analyzes capacity allocation and ensures teams have appropriate capacity and skills
+ Conducts departmental trade-off analysis as needed
+ Develops and/or maintains roadmaps reflecting annual forecasts and quarterly commitments
+ Acts as a resource for technology roadmaps, monitoring for end of life
+ Collaborates across multiple departments, engaging with stakeholders to ensure transparency, alignment, and seamless communication between teams
+ Serves as a key interface between teams, leadership, and stakeholders
+ Consults with the business on how best to leverage technology to meet strategic needs
+ Standardizes the model for workstream intake, charters, and roadmap documentation
+ Works with the business and technology to stay abreast of the industry at large and competitor portfolios, priorities, strategic investments, etc
+ May mentor junior team members and other technology staff
This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay.
**Requirements**
+ Bachelor's degree in a related field
+ Six (6) years of experience in information technology, project management, or a related area
**Preferences**
+ Experience in banking
**Skills and Competencies**
+ Ability to communicate to influence key stakeholders to take a desired action
+ Ability to consult with the business on how to leverage technology
+ Ability to work under pressure and meet deadlines
+ Advanced knowledge of Technology Portfolio Management
+ Has working knowledge of Project Portfolio Management tools
+ Possess a solid understanding of operations, technology, communications and process
+ Strong analytical, problem-solving skills, and drive for results
+ Strong collaboration skills to leverage strengths and experiences to create the best outcome
+ Strong verbal, written communication, and organizational skills
+ Strong understanding of the ServiceNow Enterprise Architecture module (formerly Application Portfolio Management).
+ In-depth knowledge of CSDM 4.0 concepts and experience implementing and managing technical services.
+ Skilled in designing and implementing ServiceNow:
+ Application inventory management routines
+ Deployment of Business Capabilities
+ Application-to-capability mapping within Enterprise Architecture
+ Application criticality classification and rating
+ Application health assessments and ratings
+ Manage annual certifications by application owners to ensure data accuracy.
+ Oversee portfolio governance and controls, including risk management, audits, regulatory compliance, communications, and deliverables related to the Enterprise Architecture module.
+ Track and report portfolio compliance status to relevant stakeholders, including compliance officers and senior management.
+ Support application lifecycle management governance routines.
_This position is intended to be onsite, now or in the near future. Associates will have regular work hours, including full days in the office three or more days a week. The manager will set the work schedule for this position, including in-office expectations. Regions will not provide relocation assistance for this position, and relocation would be at your expense._
**Position Type**
Full time
**Compensation Details**
Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.
The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.
**Job Range Target:**
**_Minimum:_**
$110,564.69 USD
**_Median:_**
$139,491.00 USD
**Incentive Pay Plans:**
This job may participate in an annual discretionary bonus plan.
**Benefits Information**
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. ( Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
+ Paid Vacation/Sick Time
+ 401K with Company Match
+ Medical, Dental and Vision Benefits
+ Disability Benefits
+ Health Savings Account
+ Flexible Spending Account
+ Life Insurance
+ Parental Leave
+ Employee Assistance Program
+ Associate Volunteer Program
Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please click or copy the link below to your browser.
Details**
Atlanta Midtown
**Location:**
Atlanta, Georgia
Equal Opportunity Employer/including Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.

Description
Summary:Huntington's Director, Portfolio Management will manage a book of business in the bank's Aerospace & Defense (A&D) vertical within Huntington's Corporate Specialty and Government Banking group. The Director, Portfolio Management services and, in conjunction with Relationship Management, deepens an assigned portfolio of clients by proactively identifying and evaluating opportunities and mitigating associated business risks, in accordance with Huntington policies, procedures, and guiding principles.
Duties and Responsibilities:
+ Underwrite and close broadly syndicated, complex commercial loans
+ Provide credit recommendations to the appropriate level of credit administration
+ Review loan documentation in consultation with legal counsel
+ Manage risk on an ongoing basis by monitoring customer credit worthiness, adherence to loan terms and general business conditions
+ Manage annual reviews and renewals, portfolio reviews, collateral exceptions, borrowing bases, delinquencies and other reporting
+ As appropriate, assist in optimizing customer relationships working with Relationship Managers, Treasury Management, Capital Markets and other team members
Basic Qualifications:
+ Bachelor's degree required
+ 7+ years of related portfolio management experience
Preferred Qualifications:
+ 10 years of diversified banking experience including portfolio management experience and positions of increasing responsibility, with 5 years of expertise in the Aerospace & Defense and government contractor space. Leverage lending expertise a plus.
+ Industry knowledge and established networks within the A&D sector highly preferred
+ Completion of formalized credit training program
+ Demonstrated success structuring complex credits; researching, judging and presenting information verbally and in writing; creating documentation to support the credit and minimize risk
+ Proven ability to manage workflow and deadlines, while effectively balancing competing priorities
+ Demonstrated leadership experience by providing coaching, skill development and feedback to team members
+ Proven negotiation skills
+ Proficiency using Microsoft Word and Excel and other software applications that are supportive of the loan underwriting process
+ Strong written and verbal communication skills
+ High degree of professionalism
Please note: preferred locations are Pittsburgh, PA; Charlotte, NC; Columbus / Cincinnati / Cleveland / Akron, Ohio; Chicago, Illinois
#Huntingtonproud
#CML
#LI-MK1
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
Yes
Workplace Type:
Office
Our Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Compensation Range:
$93,000.00 -$189,000.00 Annual Salary
The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance.  Colleagues in this position are also eligible to participate in an applicable incentive compensation plan.  In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO).
Huntington is an Equal Opportunity Employer.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.
**Job Description**
U.S. Bank's **Subscription Finance ("SF") team** is a significant lender in the fund finance industry providing structured credit facilities to private equity funds, secured by the capital commitments of their limited partners. We are seeking highly motivated, experienced credit analysts or junior portfolio managers to join our **Portfolio Management and Underwriting team** , supporting various investment fund strategies. This role offers a unique opportunity to work directly with top-tier private equity clients and contribute to the growth of a high-performing, client-centric business.
**The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week.**
Primary responsibilities:
+ Partner with senior Portfolio Managers, Subscription Finance Originations and Relationship Managers to manage and grow a portfolio of subscription lines and institutional client relationships.
+ Underwrite private equity funds across multiple strategies (buyout, secondaries, private credit, real estate et. al) and their underlying investors, applying credit policy to structure credit facilities including their borrowing bases.
+ Analyze a diverse range of investor types including pension funds, endowments, foundations, insurance companies, sovereign wealth funds, feeder vehicles and high-net-worth individuals.
+ Prepare comprehensive written and financial analyses, determine appropriate risk ratings, and present credit approval requests.
+ Complete required loan booking system (nCino) fields and tasks with precision and timeliness.
+ Contribute to internal projects and initiatives aimed at improving process efficiency and portfolio performance.
+ Maintain strong stakeholder relationships through proactive communication and responsiveness.
Basic Qualifications
- Bachelor's degree, or equivalent work experience
- Typically six or more years of relevant experience
Preferred Skills/Experience
- Bachelor's degree in Finance, Accounting, Economics, or a related field.
- Experience in subscription finance or underwriting structured credit facilities for private equity clients.
- Strong proficiency in Microsoft Office (Word, Excel, Outlook and PowerPoint), with an emphasis on Excel
- Ability to execute under tight timelines.
- Strong technical and analytical skills, including financial statement analysis and risk assessment.
- Excellent interpersonal, verbal, and written communication skills.
- Ability to work independently and as part of a team.
- Familiarity with investor types and their risk profiles.
- Proficiency in credit systems such as nCino and other loan booking platforms.
- Ability to identify, recommend, and implement process improvements.
- Strong work ethic, attention to detail, and organizational skills.
- Ability to pivot quickly between projects and adapt to changing priorities.
- Team-oriented mindset with a proactive approach to problem-solving.
If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants ( .
**Benefits:**
Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):
+ Healthcare (medical, dental, vision)
+ Basic term and optional term life insurance
+ Short-term and long-term disability
+ Pregnancy disability and parental leave
+ 401(k) and employer-funded retirement plan
+ Paid vacation (from two to five weeks depending on salary grade and tenure)
+ Up to 11 paid holiday opportunities
+ Adoption assistance
+ Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
**E-Verify**
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program ( .
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $98,175.00 - $115,500.00
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
**Posting may be closed earlier due to high volume of applicants.**

Description
Summary:Huntington's Director, Portfolio Management will manage a book of business in the bank's Financial Institutions (FIG) vertical within Huntington's Corporate Specialty and Government Banking group. The Director, Portfolio Management services and, in conjunction with Relationship Management, deepens an assigned portfolio of clients by proactively identifying and evaluating opportunities and mitigating associated business risks, in accordance with Huntington policies, procedures, and guiding principles. Please note: preferred locations are Pittsburgh, PA; Charlotte, NC; Columbus / Cincinnati / Cleveland / Akron, Ohio; Chicago, Illinois
Duties and Responsibilities:
+ Underwrite and close broadly syndicated, complex commercial loans
+ Understanding of Financial Institutions Insurance
+ Provide credit recommendations to the appropriate level of credit administration
+ Review loan documentation in consultation with legal counsel
+ Manage risk on an ongoing basis by monitoring customer credit worthiness, adherence to loan terms and general business conditions
+ Manage annual reviews and renewals, portfolio reviews, collateral exceptions, borrowing bases, delinquencies and other reporting
+ As appropriate, assist in optimizing customer relationships working with Relationship Managers, Treasury Management, Capital Markets and other team members
Basic Qualifications:
+ Bachelor's degree required
+ 7 or more years of Financial Institution portfolio management experience
Preferred Qualifications:
+ Insurance experience in Property Causality and Life is highly preferred
+ 10 years of diversified banking experience including portfolio management experience and positions of increasing responsibility, with 5 years of expertise in the FIG space. Leverage lending expertise a plus.
+ Industry knowledge and established networks within the FIG sector highly preferred
+ Completion of formalized credit training program
+ Demonstrated success structuring complex credits; researching, judging and presenting information verbally and in writing; creating documentation to support the credit and minimize risk
+ Proven ability to manage workflow and deadlines, while effectively balancing competing priorities
+ Demonstrated leadership experience by providing coaching, skill development and feedback to team members
+ Proven negotiation skills
+ Proficiency using Microsoft Word and Excel and other software applications that are supportive of the loan underwriting process
+ Strong written and verbal communication skills
+ High degree of professionalism
#LI-MK1
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
Yes
Workplace Type:
Office
Our Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Compensation Range:
$93,000.00- $189,000.00 Annual Salary
The compensation range represents the low and high end of the base compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance.  Colleagues in this position are also eligible to participate in an applicable incentive compensation plan.  In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO).
Huntington is an Equal Opportunity Employer.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.
**Job Description**
_This role has multiple levels, open to candidates with six+ years of relevant experience. The successful candidate will be hired for the level of the position that aligns with their experience. Please note that the salary range provided corresponds to the lowest level of the position posted._
U.S. Bank's Subscription Finance ("SF") team is a significant lender in the fund finance industry providing structured credit facilities to private equity funds, secured by the capital commitments of their limited partners. We are seeking **experienced portfolio managers** to join our Portfolio Management and Underwriting team, supporting various investment fund strategies. This role offers a unique opportunity to work directly with top-tier private equity clients, **lead strategic portfolio initiatives** , and contribute to the growth of a high-performing, client-centric business.
**Primary Responsibilities**
- Lead and partner with Subscription Finance Originations and Relationship Managers to manage and grow a portfolio of subscription lines and institutional client relationships.
- Underwrite private equity funds across multiple strategies (buyout, secondaries, private credit, real estate et al.) and their underlying investors, applying credit policy to structure credit facilities including their borrowing bases.
- Analyze a diverse range of investor types including pension funds, endowments, foundations, insurance companies, sovereign wealth funds, feeder vehicles and high-net-worth individuals.
- Prepare comprehensive written and financial analyses, determine appropriate risk ratings, and present credit approval requests to senior credit committees.
- Complete required loan booking system (nCino) fields and tasks with precision and timeliness.
- Contribute to internal projects and initiatives aimed at improving process efficiency and portfolio performance.
- Maintain strong stakeholder relationships through proactive communication and responsiveness.
- Mentor junior team members and contribute to talent development across the group.
- Represent the credit team in cross-functional forums and strategic planning sessions
**The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week.**
**Basic Qualifications**
- Bachelor's degree, or equivalent work experience
- Six to eight years of relevant experience
**Preferred Skills/Experience**
- Experience in subscription finance and/or underwriting structured credit facilities for private equity clients.
- Strong proficiency in Microsoft Office (Word, Excel, Outlook and PowerPoint), with an emphasis on Excel.
- Familiarity with investor types and their risk profiles.
- Ability to execute transactions under tight timelines.
- Strong technical and analytical skills, including financial statement analysis and risk assessment.
- Experience presenting to executive stakeholders and influencing senior decision-makers.
- Excellent interpersonal, verbal, and written communication skills.
- Ability to work independently and as part of a team.
- Proficiency in credit systems such as nCino and other loan booking platforms.
- Ability to identify, recommend and implement process improvements.
- Strong work ethic, attention to detail, and organizational skills.
- Ability to pivot quickly between projects and adapt to changing priorities.
- Team-oriented mindset with a proactive approach to problem-solving.
If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants ( .
**Benefits:**
Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):
+ Healthcare (medical, dental, vision)
+ Basic term and optional term life insurance
+ Short-term and long-term disability
+ Pregnancy disability and parental leave
+ 401(k) and employer-funded retirement plan
+ Paid vacation (from two to five weeks depending on salary grade and tenure)
+ Up to 11 paid holiday opportunities
+ Adoption assistance
+ Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
**E-Verify**
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program ( .
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $111,605.00 - $131,300.00
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
**Posting may be closed earlier due to high volume of applicants.**

Today's chief financial officers (CFOs) and financial executives are being asked to improve business performance and shareholder value, along with operational effectiveness and efficiency. Deloitte Oracle Project Portfolio Management Managers help clients delineate strategy and vision, design and implement process and systems which align with business objectives and have a measurable impact on growth. Do you want to be a part of a team that transforms the business landscape for its clients? Do you want to be on the winning team that drives transformation, improves productivity, and streamlines business operations? Do you feel your skills surpass those of your peers and colleagues? If your answer is yes to all these questions, it's very nice to meet you and we want to hear from you immediately!
Recruiting for this role ends on 11/21/2025.
Work You'll Do
Responsible for driving the planning, design, and implementation aspects across the entire project workstreams. Helps in package selection and analyzing the business value capture and the business case realization. Works with the Program Steering Committee to manage timelines, risks, and issues across upstream and downstream systems/teams for the entire Package program.
As a Diamond-level member of the Oracle Partner Network, Deloitte needs thought leaders like yourself to help pave the way for our clients and Oracle service line development. For our clients, our Oracle PPM Managers reduce cost and support innovation at the enterprise level by managing business requirements and leading the functional design, prototyping and process design stages of Oracle Cloud implementations. Responsibilities will include:
+ Client Management: Manage day to day interactions with executive clients and sponsors.
+ Delivery: Manage and deliver components of client engagements that identify, design, and implement technology and creative business solutions for large companies. Responsibilities include, among others, managing teams in the identification of business requirements, functional design, process design (including scenario design, flow mapping), prototyping, testing, training, defining support procedures.
+ Business Development: Develop and maintain contact with top decision makers at key clients; organize and lead pursuit teams; participate and lead aspects of the proposal development process; contribute to the development of proposal pricing strategies.
+ People Development: Perform role of counselor and coach; provide input and guidance into the staffing process; actively participate in staff recruitment and retention activities; provide leadership and support for delivery teams and staff in local offices.
The Team
Our Oracle offering drives business transformation services to improve performance and value delivered by the full suite of Oracle solutions.
Got your head in the cloud? With so much technology moving to the Cloud, our business requirements are taking us to new heights. By harnessing the power of Oracle ERP Cloud, you can streamline enterprise business processes with ERP Cloud's Financials, Procurement, or Portfolio Management. Do you have the ability to transform an organization through the latest social, mobile, and analytic technologies? We're looking for someone that can increases the effectiveness of decision making and drive innovation. If your head is in the cloud, find out where we can take you with Oracle Enterprise Solutions. Learn more about our Oracle practice .
Qualifications
Required:
+ Functionalimplementation experienceon 1+ complex, full lifecycle Oracle Project Portfolio Management (PPM) implementation.
+ 4+ Oracle Cloud implementations in a functional role.
+ 6+ years' total Oracle implementation experience.
+ Demonstrated experience as a senior resource assisting in the definition of systems strategy, gathering and documenting business requirements, leading fit-gap analysis, as-is and to- be business process designs, conference room pilots (CRPs) functional configuration, testing, client user training.
+ Ability to travel 50% on average, based on the work you do and the clientsandindustries/sectorsyou serve.
+ Limited immigration sponsorship may be available.
+ A Bachelor's degree
Preferred:
+ Full life-cycle implementation experience in any of the following: Oracle Cloud Order Management & GOP, Procurement, Material Management, Manufacturing, Sales and Service
+ Ability to work independently and manage multiple task assignments.
+ Strong oral and written communication skills, including presentation skills (MS Visio, MS PowerPoint)
+ Strong problem solving and troubleshooting skills with the ability to exercise mature judgment.
+ An advanced degree in the area of specialization
+ Experience leading an entire work stream of relevant Oracle applications.
Information for applicants with a need for accommodation:
wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $130,800-$241,000
You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.
#EPCore
O2FY25
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.

Our client, a prestigious financial institution, is seeking a highly analytical and detail-oriented Senior Financial Analyst to join their Investment Portfolio Management division. This role offers a hybrid work model, combining remote flexibility with in-office collaboration in Charlotte, North Carolina, US . The successful candidate will be responsible for providing in-depth financial analysis, supporting investment decisions, and contributing to the strategic direction of investment portfolios. You will work closely with portfolio managers, traders, and other key stakeholders to ensure optimal performance and risk management.

Core Responsibilities:

• Conduct comprehensive financial analysis of securities, market trends, and economic indicators to support investment strategies.
• Develop and maintain complex financial models for valuation, forecasting, and scenario analysis.
• Prepare detailed reports and presentations for senior management and investment committees, highlighting key findings and recommendations.
• Monitor portfolio performance against benchmarks and objectives, identifying deviations and proposing corrective actions.
• Collaborate with portfolio managers to assess risk exposure and implement hedging strategies.
• Assist in the due diligence process for potential new investments.
• Ensure compliance with regulatory requirements and internal policies.
• Stay current with industry best practices, financial regulations, and market developments.
• Support ad-hoc financial projects and analyses as required.

Qualifications:

• Bachelor's degree in Finance, Economics, Accounting, or a related quantitative field.
• CFA charterholder or progress towards CFA designation is highly preferred.
• Minimum of 5 years of relevant experience in financial analysis, investment banking, or portfolio management.
• Advanced proficiency in financial modeling, valuation techniques, and data analysis tools (e.g., Excel, Bloomberg, FactSet).
• Strong understanding of capital markets, investment products, and risk management principles.
• Excellent analytical, problem-solving, and quantitative skills.
• Exceptional written and verbal communication skills, with the ability to convey complex information clearly.
• Ability to work effectively in both independent and team-based environments.

This hybrid role requires a presence in our Charlotte office several days a week, with the remaining days offering remote work flexibility. Our client is an equal opportunity employer and values diversity at all levels.

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.

**Our Mission**
As the world's number 1 job site*, our mission is to help people get jobs. We strive to cultivate an inclusive and accessible workplace where all people feel comfortable being themselves. We're looking to grow our teams with more people who share our enthusiasm for innovation and creating the best experience for job seekers.
(*Comscore, Total Visits, March 2025)
**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
**Salary Range Disclaimer**
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