Financial Analyst

Ingersoll Rand is hiring a Financial Analyst to support cash flow, policy compliance, facility oversight, and related HR and Finance activities for Customer Center locations.

Key Responsibilities

• Coordinate resolution of disputed customer invoices; process portal invoices and manage credit memos
• Reconcile cash and credit card transactions; support credit worthiness decisions
• Set up new customer and vendor accounts and manage account changes
• Ensure compliance with Goods Received Not Invoiced (GRNI)
• Manage indirect purchasing to keep Customer Centers resourced (facility services, office equipment, office and safety supplies)
• Handle phones, incoming and outgoing mail, and office filing
• Complete customer and contractor forms/questionnaires and request certificate of insurance
• Manage the training calendar and employee engagement events, including ordering catering and supplies
• Collaborate with the local Service Supervisor for facility maintenance and to support employment law and EHS regulatory compliance
• Partner with Finance on reporting and decision-making data; monitor policy compliance and address discrepancies
• Support the Area Operations Manager and staff with reports, special requests, and assigned projects

Requirements

• High school diploma or GED
• 2+ years of relevant Industrial or Manufacturing Financial or Data analyst experience

Core Competencies

• Excellent relationship-building and interpersonal skills, including verbal and written communication
• Honest, self-motivated, and team oriented
• Ability to work independently and within a team environment
• Capacity to assess customer needs, analyze and interpret data, perform basic equipment performance calculations, and recommend technical solutions
• Strong prioritization and time management skills
• Proficiency with Microsoft Office (Word, Excel, PowerPoint, Teams, Outlook) and CRM tools such as Salesforce, SAP, or Oracle

Tools & Technologies

• Microsoft Office: Word, Excel, PowerPoint, Teams, Outlook
• Salesforce, SAP, Oracle

Benefits

• Health care options including medical and prescription plans, plus dental and vision coverage
• Wellness programs
• Life insurance
• Robust 401(k) plan
• Paid time off
• Employee stock grant

Location, Work Schedule, and Travel

• Location: Charlotte, NC (hybrid) or Greensboro, NC; 10000 Twin Lakes Pkwy, Charlotte, NC 28269
• Shift: Onsite in the beginning Monday through Friday, then transition to hybrid (2 days at home, 3 days in the office)
• Travel: May travel occasionally within the US for meetings, employee training, and other business needs (5-10%)

Preferences

• Bachelor’s Degree in Finance, Business Administration, or relevant field, or a combination of relevant education
• Financial acumen, problem solving, and data analytics skills