131 Senior Financial Analyst jobs in Charlotte

**Description**
**Location** : On site at location listed in job posting.
**Summary** :
Growth oriented Corporate Treasury team is looking to add an experienced financial analyst/client specialist to help build new Wholesale Public Funds (WPF) Desk. This role provides assistance to the Head of Wholesale Public Funds by performing daily support activities related to client relationships. In addition, this individual will act as the point of contact for the Group's clients for all servicing requests related to the client relationship and keep the Head of WPF informed as appropriate. To be effective in this high visibility role the analyst/specialist must be well-organized, detail-oriented, possess superior analytical and communications skills, and have a strong work ethic.
Top candidates must be able to demonstrate a history of:
- Constructing processes for financial analysis, reporting, and data management
- Summarizing key findings and preparing succinct presentations for senior management
- Meeting deadlines while taking the initiative to drive complex projects to completion
Exciting opportunity to join a high caliber team! Top performers will be rewarded with significant exposure to key leaders across multiple departments and opportunities for formal and informal mentorship. High Achievers in this role will be viewed as potential candidates for a Relationship Management position as the Team grows.
Key Responsibilities Include:
- Assists Head of WPF by performing daily support activities related to client relationships and keeps the Head of WPF informed when appropriate
- Acts as point of contact for Wholesale clients for all servicing requests related to client relationship
- Attend weekly scheduled meetings with the Team to discuss workflow items such as client updates, new pipeline items, servicing requests, data reporting, etc.
- Acts as liaison between the Team and other areas of the

**A Snapshot of Your Day (position overview)**
You begin your day reviewing project updates, aligning with
partners from project management, procurement, and engineering! Your role is
central in ensuring that our factory customer projects stay on budget, on time,
and fully aligned with financial and contractual expectations. You'll work
hands-on with numbers, systems, and people - keeping financial transparency and
accountability at the heart of everything we deliver!
As part of a growing and international team, you'll
contribute to one of Siemens Energy's most strategic investments in the U.S.,
helping to establish a strong financial foundation for our operations.
**How You'll Make an Impact (responsibilities)**
+ Drivethe commercial and financial steering of customer projects.
+ Collaborateclosely with other departments (Project Management, Procurement,Engineering, and others) to ensure end-to-end commercial alignment.
+ Monitorproject budgets and actuals, track key financial critical metrics, andsupport forecasting activities.
+ Ensuretimely and accurate revenue recognition and customer invoicing.
+ Manageproject documentation, including contracts, change orders, and financialrisk assessments.
+ Supportinternal reporting, month-end closings, and regulatory compliance tasks.
+ Contributeto building up and improving project finance and controlling processes asthe site grows.
**What You Bring (requirements)**
+ Bachelorsdegree or equivalent experience in Finance, Accounting, BusinessAdministration, or a related field.
+ 1-2years of professional experience in finance or a related role; firstexperience in project management is a plus.
+ Proficiencyin Microsoft Excel; experience with SAP or other ERP systems is a plus.
+ Strongorganizational skills and detail oriented, especially when working withbudgets and financial data.
+ Aproactive and structured way of working, with the confidence tocollaborate across multiple departments.
+ Clearcommunication skills and the ability to contribute in a cross-functional,multicultural environment.
+ Agenuine curiosity about project driven business and the ambition to growwith the role and team.
+ Applicantsmust be legally authorized for employment in the United States withoutneed for current or future employer-sponsored work authorization. SiemensEnergy employees with current visa sponsorship may be eligible forinternal transfers.
**About the Team**
**Grid Technologies**
Our Grid Technology division enables a reliable,
sustainable, and digital grid. The power grid is the backbone of the energy
transition. Siemens Energy offers a leading portfolio and solutions in HVDC
transmission, grid stabilization and storage, high voltage switchgears and
transformers, and digital grid technology.
**Who is Siemens Energy?**
At Siemens Energy, we are more than just an energy
technology company. With ~100,000 dedicated employees in more than 90
countries, we develop the energy systems of the future, ensuring that the
growing energy demand of the global community is met reliably and sustainably.
The technologies created in our research departments and factories drive the
energy transition and provide the base for one sixth of the world's electricity
generation.
Our global team is committed to making sustainable,
reliable, and affordable energy a reality by pushing the boundaries of what is
possible. We uphold a 150-year legacy of innovation that encourages our search
for people who will support our focus on decarbonization, new technologies, and
energy transformation.
Find out how you can make a difference at Siemens Energy: Careergrowth and development opportunities; supportive work culture
+ Companypaid Health and wellness benefits
+ PaidTime Off and paid holidays
+ 401Ksavings plan with company match
+ Familybuilding benefits
+ Parentalleave
** Employment Opportunity Statement
Siemens Energy is an Equal Opportunity and Affirmative Action Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to their race, color, creed, religion, national origin, citizenship status, ancestry, sex, age, physical or mental disability unrelated to ability, marital status, family responsibilities, pregnancy, genetic information, sexual orientation, gender expression, gender identity, transgender, sex stereotyping, order of protection status, protected veteran or military status, or an unfavorable discharge from military service, and other categories protected by federal, state or local
law.

Xylem is a Fortune 500 global water solutions company dedicated to advancing sustainable impact and empowering the people who make water work every day. As a leading water technology company with 23,000 employees operating in over 150 countries, Xylem is at the forefront of addressing the world's most critical water challenges. We invite passionate individuals to join our team, dedicated to exceeding customer expectations through innovative and sustainable solutions.
**The Role:**
Xylem seeks to hire a Senior Financial Analyst. This position would be responsible for providing financial support for achieving performance goals for the Residential & Industrial Business Segment (ResInd). Provides overall financial support for segment consolidation financial results, senior leadership presentations, monthly and quarterly business reviews, consolidating multiple production location financials for budgets and forecasts, sales and margin analysis, process improvements, budget/strategic plan agenda items to maximize financial performance. Assists as required and prepares special ad hoc financial analysis and presentations for management.
**Essential Functions:**
+ Support the overall Residential & Industrial Segment through understanding the performance and budget/forecast for the segment. (Key result: All variances from forecast, budget and prior year can be adequately explained, and improvements that can be made to enhance future forecast accuracy).
+ Support overall coordination of segment budget, strategic plan, and forecast activities understanding the year over year changes.
+ Consolidate financial reporting for two production locations (TX and NY), headquarters spend and other consolidation entities.
+ Active participation and coordination with corporate FP&A team on results and reporting packages
+ Coordination with corporate FP&A on headquarter spend and allocation
+ Active participation, driving understanding of financial performance through analysis of spending, performance, productivity, savings initiatives
+ Develop process improvement initiatives in respect to multi-site financial reporting and business updates
+ Monthly analysis for Segment leadership
+ Prepare monthly and quarterly business updates to Sr. Leadership
+ Build templates and other analysis files to support broader segment finance team across locations and functions
+ Support Project Management and Sales teams with reporting and analysis on sales and margin
+ Ad hoc reporting
**Qualifications:**
+ Bachelor's degree in Business Administration or Finance/Accounting with 3-5 years of business experience
+ Must have a working knowledge of United States Generally Accepted Accounting Principles ("US GAAP")
+ Experience working in large Manufacturing - oriented organizations
+ Must have the ability to engage business process owners in a direct yet professional manner, thoroughly evaluate business processes, and quickly identify potential control gaps.
+ Requires demonstrated skill in written and oral communications and interview skills.
+ Advanced Microsoft Excel, PowerPoint, and financial reporting skills.
+ Highest standards of accuracy and precision; highly organized. Articulate with excellent verbal and written communication skills
+ Ability to think creatively, highly-driven and self-motivated
+ Ability to work autonomously to meet deadlines as well as collaborate in team setting
**Preferred Qualifications:**
+ Business Objects and/or similar database query skills
+ Prior experience with Oracle and OneStream
_#LI-JO2_
Join the global Xylem team to be a part of innovative technology solutions transforming water usage, conservation, and re-use. Our products impact public utilities, industrial sectors, residential areas, and commercial buildings, with a commitment to providing smart metering, network technologies, and advanced analytics for water, electric, and gas utilities. Partner with us in creating a world where water challenges are met with ingenuity and dedication; where we recognize the power of inclusion and belonging in driving innovation and allowing us to compete more effectively around the world.
At Xylem, you'll not only contribute to solving water issues but also have the chance to make a difference through our paid Volunteer Program, Xylem Watermark. We prioritize our employees' well-being through inclusion and belonging as well as our Employee Resource Groups (ERG). Proud to be an Equal Employment Opportunity (including disability and veterans) and Affirmative Action workplace, Xylem fosters an inclusive environment free from discrimination or harassment.
Please note that the information in this job description outlines the general nature of the position and is not an exhaustive list of duties. Xylem is dedicated to providing reasonable accommodations to enable all employees to perform their essential job functions. We reserve the right to modify this job description and assign additional duties as needed. Embrace the opportunity to be part of Xylem's transformative journey in shaping the future of water technology! #XylemCareers #GlobalImpact #WaterInnovation

Flik Hospitality Group
**Salary:** $100,000 - $115,000
**Other Forms of Compensation:** yearly bonus
**What makes FLIK click**
_What makes FLIK click? Our people. The decisions, actions and attitudes of our associates earn the trust and loyalty of our clients every day. We know how to pick them and we know how to grow them. It starts with hiring people who share our passion for food and hospitality. Once we find the right talent, we encourage, value and recognize their contributions._
_We keep our people renewed, excited and engaged by providing hands-on training and educating them about the latest trends. We give them a stake in successfully raising the bar. Our people love what they do and they love sharing their passion. Join our team and see the FLIK difference. Where a job isn't merely a job but the start of a career where you can flourish._
**Job Summary**
As a Senior Financial Analyst supporting a multi-site foodservice operation, you will serve as a key operational finance partner to the site teams. You will provide strategic financial insights through deep analysis, scenario planning, and performance tracking that informs cost optimization and supports business decisions. This role plays a pivotal part in identifying and modeling opportunities for improved efficiency and financial performance while ensuring accurate forecasting, budgeting, and reporting. The ideal candidate is analytical, collaborative, and proactive - with a passion for driving value through data.
**Key Responsibilities:**
+ Partner closely with site teams to provide actionable financial insights that support business planning and cost optimization.
+ Analyze financial performance and identify drivers of variance to support forecasting, budgeting, and operational decision-making.
+ Build and maintain financial models for scenario analysis, forecasting, and cost-benefit evaluation.
+ Track the financial impact of cost-saving initiatives, ensuring accurate measurement and reporting of results.
+ Lead and coordinate

Quantitative Financial Analyst
New York, New York;Atlanta, Georgia; Newark, Delaware; Charlotte, North Carolina; Dallas, Texas; Pennington, New Jersey; Wilmington, Delaware
**To proceed with your application, you must be at least 18 years of age.**
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Our client is seeking a highly skilled and analytical Senior Financial Analyst to join their finance department in Charlotte, North Carolina . This role is critical in supporting strategic decision-making through comprehensive financial analysis, forecasting, and reporting. You will be responsible for developing financial models, analyzing business performance, identifying key trends and variances, and providing insights and recommendations to senior management. Key duties include budgeting, financial planning and analysis (FP&A), preparing monthly and quarterly financial reports, and evaluating investment opportunities. You will also play a role in process improvements within the finance function. The ideal candidate will hold a Bachelor's degree in Finance, Accounting, Economics, or a related field, and possess at least 5 years of progressive experience in financial analysis. Advanced proficiency in Microsoft Excel, financial modeling, and experience with financial planning software (e.g., Hyperion, SAP) are essential. Strong understanding of accounting principles and financial statements is required. Excellent communication, presentation, and interpersonal skills are necessary for effectively collaborating with various departments and presenting financial data in Charlotte . If you are a detail-oriented professional with a passion for financial strategy, this is an excellent opportunity.

Our client is seeking a highly analytical and detail-oriented Senior Financial Analyst to join their dynamic team. This is a fully remote position, offering the flexibility to work from anywhere in the US. The ideal candidate will possess a strong understanding of financial modeling, forecasting, and reporting. You will be responsible for developing and maintaining complex financial models, conducting variance analysis, and providing actionable insights to senior management. Your role will involve preparing financial statements, budgeting, and supporting strategic decision-making processes across the organization. We are looking for someone who can not only analyze data but also communicate findings effectively to both financial and non-financial stakeholders. The ability to work independently and manage multiple projects simultaneously is crucial for success in this remote environment. Responsibilities include:

• Developing, enhancing, and maintaining financial models for forecasting, budgeting, and valuation.
• Performing detailed financial analysis, including variance analysis, trend identification, and key performance indicator (KPI) tracking.
• Preparing monthly, quarterly, and annual financial reports and presentations for senior leadership.
• Assisting in the annual budgeting process and periodic reforecasting.
• Collaborating with various departments to gather data and understand business drivers.
• Identifying opportunities for process improvements and cost savings.
• Ensuring the accuracy and integrity of financial data.
• Providing ad-hoc financial analysis and support as needed.

Qualifications:

• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• CFA or CPA designation is a plus.
• 5+ years of progressive experience in financial analysis, corporate finance, or investment banking.
• Proficiency in advanced Excel (pivot tables, VLOOKUP, complex formulas, VBA).
• Experience with financial modeling software and ERP systems (e.g., SAP, Oracle).
• Strong understanding of accounting principles and financial statements.
• Excellent analytical, problem-solving, and critical thinking skills.
• Exceptional communication and presentation skills, with the ability to explain complex financial information clearly.
• Proven ability to work independently and manage time effectively in a remote setting.
• Experience with data visualization tools like Tableau or Power BI is a plus.

This role offers a competitive salary, comprehensive benefits package, and the opportunity to significantly impact our client's financial strategy. Embrace a remote-first culture and contribute your expertise from the comfort of your home. We are committed to fostering a supportive and collaborative remote work environment.

Our client is looking for a highly analytical Senior Financial Analyst to join their esteemed finance department in Charlotte, North Carolina, US . This critical role involves providing in-depth financial analysis, forecasting, budgeting, and strategic support to senior management. You will be responsible for preparing financial models, analyzing performance against budget, identifying key trends and drivers, and developing recommendations to improve financial performance. Your expertise will be crucial in supporting strategic decision-making, evaluating investment opportunities, and managing financial risks. This position requires a strong understanding of financial principles, excellent analytical and modeling skills, and the ability to communicate complex financial information clearly to both financial and non-financial audiences. You will collaborate closely with various departments to gather data and provide financial insights.

Key Responsibilities:

• Develop and maintain complex financial models for forecasting, budgeting, and long-term planning.
• Analyze financial performance, variance analysis, and identify key performance indicators (KPIs).
• Prepare detailed financial reports and presentations for senior management.
• Conduct in-depth analysis of business trends, market conditions, and competitive landscape.
• Evaluate potential investment opportunities, mergers, acquisitions, and divestitures.
• Assist in the preparation of annual budgets and periodic re-forecasts.
• Provide financial support and analysis for various business initiatives and projects.
• Monitor economic and financial trends that may impact the company's performance.
• Ensure accuracy and integrity of financial data and reporting.
• Mentor and guide junior analysts.

Qualifications:

• Bachelor's degree in Finance, Accounting, Economics, or a related field. CFA or CPA designation preferred.
• Minimum of 5 years of experience in financial analysis, corporate finance, investment banking, or a related field.
• Advanced proficiency in Microsoft Excel, including complex modeling, pivot tables, and VBA.
• Experience with financial planning and analysis (FP&A) software (e.g., Hyperion, Anaplan).
• Strong understanding of financial statements, accounting principles, and corporate finance concepts.
• Excellent analytical, quantitative, and problem-solving skills.
• Superior communication, presentation, and interpersonal skills.
• Ability to work independently and as part of a team in a fast-paced environment.

Our client is seeking a highly analytical and detail-oriented Senior Financial Analyst to join their growing finance team in Charlotte, North Carolina . This role is critical in providing in-depth financial insights, supporting strategic decision-making, and driving financial performance across the organization. The Senior Financial Analyst will be responsible for complex financial modeling, forecasting, budgeting, and variance analysis. Key responsibilities include:

• Developing and maintaining sophisticated financial models to support business planning and investment analysis.
• Preparing detailed financial forecasts, budgets, and long-range plans.
• Analyzing financial performance against budget and forecast, identifying key drivers and variances.
• Providing actionable insights and recommendations to senior management based on financial data.
• Conducting industry and competitor analysis to inform strategic planning.
• Supporting mergers, acquisitions, and other strategic initiatives with financial due diligence and modeling.
• Collaborating with various departments to gather financial information and ensure accuracy.
• Developing and implementing improvements to financial reporting processes and systems.
• Preparing presentations and reports for executive leadership and board meetings.
• Ensuring the integrity and accuracy of financial data used for analysis.
• Identifying opportunities for cost reduction and revenue enhancement.
• Monitoring key financial metrics and performance indicators (KPIs).
• Assisting with the preparation of monthly and quarterly financial statements.
• Staying abreast of economic trends and financial market developments.

Candidates must possess a Bachelor's degree in Finance, Accounting, Economics, or a related field, with a minimum of 5 years of experience in financial analysis, corporate finance, or investment banking. A strong understanding of financial accounting principles, corporate finance, and valuation methodologies is essential. Advanced proficiency in Excel (including complex formulas, pivot tables, and VBA) and experience with financial planning software (e.g., Hyperion, Anaplan) are required. Excellent analytical, problem-solving, and presentation skills are crucial. Experience with data visualization tools (e.g., Tableau, Power BI) is a plus. A Chartered Financial Analyst (CFA) designation or CPA is highly preferred.