Charlotte, NC

Finance Jobs in Charlotte, NC

40 jobs found

Include remote jobs

6d ago

Lead Financial Analyst

Duke Energy Charlotte, NC

Charlotte, NC

6d ago

Full time Accounting Analytical Skills Data Analysis

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Job Description

Support regulated jurisdictional forecasting for the Carolinas by leading financial modeling, analytics, and management reporting.

Responsibilities

Model components of the 5-year financial forecast for the Carolinas using inputs from multiple stakeholder groups; focus areas include wholesale, fuel, and capital.
Run analytics to validate model outputs.
Compile Senior Management and Board presentation materials and respond to ad hoc reporting and data requests.
Manage capital inputs including AFUDC, depreciation expense, recoverability, and cash flow impacts.
Partner with FP&A functional support teams to understand capital needs and align with operational plans.
Collaborate with Rates & Regulatory Strategy to develop and model strategic regulatory assumptions.
Analyze and communicate key financial statement drivers, including effects on return on equity, capitalization structure, and credit metrics.
Provide monthly updates on current year projected earnings to FP&A leadership.
Prepare presentation materials for State Presidents.
Support Accounting with monthly actual versus budget analysis.
Assist with strategic planning scenarios to evaluate earnings per share and cash flow impacts.
Coordinate with finance and business partners across multiple groups to build assumptions for the jurisdictional financial and operational plan.

Requirements

Bachelor’s degree in Accounting, Finance, Economics, or similar discipline with prior work experience in a Finance organization.
5+ years of increasingly diverse or complex experience in a related field (8+ desired) in addition to the degree.
Comprehensive knowledge of accounting and finance principles, practices, and procedures to complete moderately complex assignments.
Proficiency with Microsoft Excel, Microsoft Word, and Microsoft PowerPoint.

Technologies

Microsoft Excel
Microsoft Word
Microsoft PowerPoint
PeopleSoft FMIS
Business Objects
UI Planner
OneStream

Desired Qualifications

Knowledge of GAAP.
Financial modeling experience.
Strong understanding of Duke Energy’s regulated business.
Experience with financial applications such as PeopleSoft FMIS, Power Plant, and query tool Business Objects.
Experience with financial planning applications such as UI Planner and OneStream.
Advanced PowerPoint skills.
Excellent analytical and problem-solving skills.
Advanced Excel skills.
Excellent communication and collaboration skills.
Strong organization and flexibility to shifting priorities.

Working Conditions

Hybrid mobility: after onboarding, work is performed from both remote and onsite locations.
Hybrid employees must live within a reasonable commute to the assigned Duke Energy facility, not greater than 50 miles one way.
Employees are expected to report to the assigned facility as required and directed by the manager, on average 3 full workdays per regular workweek.
Office environment.

Additional Information

Travel: Not required.
Relocation assistance: No.
Union/represented position: No.
Visa sponsorship: No. Requires ability to work lawfully in the U.S. without employment-based immigration sponsorship, now or in the future.

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13d ago

Finance Coordinator III

TEKBERRY Charlotte, NC

Charlotte, NC

13d ago

$32 - $36/hr Contract Accounting Chargebacks Data Analytics

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Job Description

This contract role in Charlotte, NC (hybrid) focuses on managing financial disputes and deductions to support optimized cash flow and profitability. The Finance Coordinator III works across Shared Services, Finance, Customers, Manufacturing, Sales, and Customer Operations to resolve chargebacks, invoicing issues, and collection matters.

Scope of the Position

Responsible for overseeing disputes and deductions to improve cash flow and profitability, coordinating with multiple internal and customer-facing teams to ensure timely resolution of chargebacks and related financial impacts.

Key Responsibilities

Analyze root causes of chargebacks and invoicing errors; escalate issues to help prevent repeat occurrences.
Notify customers regarding invalid chargebacks and initiate recovery actions.
Communicate significant issues to Sales and Customer Operations as appropriate.
Lead collections for disputed accounts while meeting performance targets established by leadership.
Support continuous improvement through systems and reporting tools enhancements.
Enforce dispute and deduction policies to safeguard company assets.
Participate in projects involving chargebacks, invoicing, and order processing system enhancements.
Own the chargeback process in alignment with sales objectives, ensuring disputes are resolved promptly and minimizing bad debt and P5 losses.
Keep the Supervisor informed of ongoing issues and request credit or debit memos promptly to maintain clean receivables.
Maintain forward-thinking, proactive problem-solving practices.
Keep documentation current for all assigned controlled documents.

Required Qualifications

Associate degree and 5+ years of experience in Finance, Accounts Receivable, and Corporate Collections.
Adaptability in a dynamic, fast-changing environment.
Strong customer focus and commitment to quality.
Excellent verbal and written communication skills.
Analytical mindset with strong problem-solving abilities.
Effective time management and prioritization skills.
Collaborative team approach with leadership potential.
Current utilization and proficiency in SAP, Microsoft Office, Windows, SharePoint, and advanced Excel skills.

Education and Experience (Preferred)

Bachelor’s degree and 10+ years of experience in Finance, Accounts Receivable, or Corporate Collections.

Technology and Tools

SAP
Microsoft Office
Windows
SharePoint
Excel

Role Details

Location: Charlotte, NC (hybrid)
Employment type: Contract
Compensation: USD 32 to 36 per hour

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21d ago

Accounting/Finance Manager

BICASA North America Inc. Charlotte, NC

Charlotte, NC

21d ago

$22+/hr Contract Manager Accounting Accounting Manager

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Job Description

Accounting/Finance Manager (Maternity Cover) opportunity in Charlotte, NC for a temporary, hands-on accounting and finance role.

Responsibilities

Prepare and analyze financial statements following GAAP and IFRS
Manage accounts payable (AP) and accounts receivable (AR) activities
Perform general ledger accounting and complete balance sheet reconciliations
Produce and interpret monthly financial reports for internal stakeholders
Support forecasting and budgeting activities
Raise, track, and manage purchase orders for equipment, services, and supplies
Conduct cost control and profit and loss (P&L) analysis
Maintain and troubleshoot QuickBooks Online (QBO) to support accurate bookkeeping and reporting
Ensure compliance with regulatory requirements and internal controls
Coordinate with external accountants and auditors as needed
Review employee clock-in data and confirm accuracy
Coordinate with an external payroll provider to support timely and correct payroll processing
Oversee essential office services
Maintain and optimize building supplier contracts and schedules
Oversee inventory using the QuickBooks Online inventory module
Track and reconcile incoming and outgoing goods
Align inventory records with financial statements and physical stock counts
Collaborate with logistics and warehouse teams to maintain optimal stock levels

Requirements

Minimum 5 years of experience in accounting or finance roles
Strong proficiency in QuickBooks Online (QBO), including the inventory module
Advanced Excel skills for financial analysis, reporting, and inventory tracking
Experience with inventory reconciliation and procurement processes
Demonstrated ability to manage AR/AP, financial reporting, and purchase orders
Experience coordinating payroll and managing vendors
Excellent organizational and multitasking skills
Strong analytical mindset with attention to detail
Ability to thrive in a startup or growth-stage environment
Familiarity with GAAP and IFRS standards

Employment Details

Location: Charlotte, NC (onsite)
Employment type: Contract
Temporary coverage: Maternity cover for approximately 4 months
Start date: Mid October 2026
Work location requirement: In person; commute to Charlotte, NC 28273 (required)
Relocation: Relocate to Charlotte, NC 28273 before starting (required)
Pay: USD 22 per hourly (listed); from $22.50/hour (employment details)
Experience note: Accounting: 3 years (required)

Technologies

QuickBooks Online (QBO)
QuickBooks Online inventory module
Excel

Benefits

Dental insurance
Health insurance
Health savings account
Paid time off
Vision insurance

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25d ago

Financial Analyst

Ingersoll Rand Charlotte, NC

Charlotte, NC

25d ago

$56k - $131k/yr Full time Accounting Analytical Skills Client Service

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Job Description

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

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27d ago

Financial Crimes Sr. Product Owner / Sr. Business Analyst

Bank of America Charlotte, NC

Charlotte, NC

27d ago

Full time Senior Business Analytics Business Systems Analyst

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Job Description

Bank of America is seeking a Financial Crimes Sr. Product Owner / Sr. Business Analyst in Charlotte, NC to support technology products used by Financial Crimes operations and investigations. In this role, you will work across business, technology, and operations teams to shape product strategy, translate requirements into actionable delivery items, and help improve efficiency, user experience, and business outcomes.

This is an onsite position in the United States (1st shift) with an expected 40 hours per week, requiring strong Agile execution, requirement analysis, and data-driven product thinking.

What You’ll Do

Define and execute product vision, strategy, and roadmap for applications supporting Financial Crimes investigations and operations, maximizing value delivered to business partners and end users.
Deliver initiatives using Agile practices by maintaining a well-defined product backlog, applying a prioritization framework, and managing a release roadmap aligned to business objectives.
Gather, analyze, and document business and functional requirements for complex technology initiatives, translating needs into user stories and acceptance criteria.
Analyze data, business processes, and application performance metrics to generate insights, identify trends, and drive strategic product and process improvements.
Coordinate and influence stakeholders across business, operations, technology, and leadership to align on product roadmaps, priorities, risks, and key decisions.
Act as a subject matter expert for assigned products and business processes, guiding innovation and supporting strategic decision-making.
Own end-to-end product risk through preventive controls, monitoring activities, issue identification, and remediation to reduce recurring issues and support operational stability.
Manage a portfolio of technology applications used by Financial Crimes teams, balancing competing priorities, resource capacity, timelines, and delivery commitments.
Partner with technology teams through solution design, development, testing, implementation, production support, and ongoing platform enhancements to ensure solutions meet business requirements.
Develop and execute test plans, test scripts, and user acceptance testing activities, using tools including Jira, SQL, Teradata, Hadoop, and Microsoft Office for delivery support, data analysis, and change management.

Qualifications

Bachelor’s Degree or equivalent work experience.
5+ years of experience in Product Ownership, Business Analysis, Product Management, Technology Delivery, or a related discipline.
Experience managing technology products, applications, or platforms in an Agile environment.
Strong experience gathering requirements and translating business needs into user stories, acceptance criteria, and functional specifications.
Experience using Jira for backlog management, Agile delivery, and change management.
Experience developing and executing test scripts and supporting User Acceptance Testing (UAT).
Strong data analysis skills, including querying data with SQL.
Experience working with large-scale data platforms such as Teradata and Hadoop.
Advanced proficiency in Microsoft Excel and strong knowledge of Microsoft Office applications.
Proven ability to manage multiple stakeholders, competing priorities, project timelines, and delivery dependencies in a fast-paced environment.

Preferred Qualifications

Experience supporting Financial Crimes, including AML, KYC, Fraud, Sanctions, or Compliance organizations.
Experience with process improvement, workflow automation, and technology transformation initiatives.
Experience in financial services or another highly regulated industry.

Technologies

Agile, Jira, SQL, Teradata, Hadoop, Microsoft Office, Microsoft Excel

Skills

Access and Identity Management
Production Support
Regulatory Compliance
Risk Management
Critical Thinking
Issue Management
Policies, Procedures, and Guidelines Management
Solution Design
Written Communications
Stakeholder Management
Communication and Influence
Organization and Prioritization
Collaboration

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1mo ago

Senior Financial Advisor

Huntington Bank Charlotte, NC

Charlotte, NC

1mo ago Closed

Full time Senior Advisor Client Relations

This position is no longer accepting applications (closed Oct 23, 2026).

Job Description

As a Senior Financial Advisor, you will partner closely with branch teams to identify client needs and deliver investment and insurance solutions aligned to short-term and long-term objectives. The role also emphasizes coaching, ongoing training, and collaboration across lines of business to support comprehensive client outcomes.

Key Responsibilities

Own personal production goals and customer service objectives for assigned branches and/or a book of business.
Provide investment and insurance solutions using a comprehensive financial planning approach that considers all assets, goals, time horizon, and risk tolerances.
Coach branch staff regularly across every location to better profile customers and recommend appropriate solutions for evolving needs.
Deliver ongoing training and sales support to assigned branches to help ensure a strong customer experience for both current customers and prospective customers.
Partner with lines of business, including Mortgage, Business Banking, Private Bank, and others, to coordinate the best solutions for clients’ overall needs.
Perform other duties as assigned.

Required Qualifications

High School Diploma.
Minimum of 1 year of investment sales experience.
Series 7.
Series 63.
Series 65/66.
Life and Health Licenses.

Preferred Qualifications

Bachelor’s Degree.
5+ years of investment and insurance sales experience.
Trailing production of $400,000 or more from an existing, significant book of business.
Experience coaching, influencing, and developing individuals in a team environment.
Demonstrated financial planning skill set and advisory business development experience.
Bank Financial Advisor experience.
Track record of exceeding expectations and assigned goals and targets.
Ability to communicate effectively with a wide range of prospects and clients, with attention to detail in paperwork and a commitment to excellence in service and follow up.

Work Location and Workplace Information

Location: Charlotte, NC (hybrid).

Workplace Type: Office.

Certain positions outside the branch network may be eligible for a flexible work arrangement. Huntington Bank describes a work model that combines in-office and work from home, and notes that remote roles may have opportunities to come together in offices for moments that matter. Specific work arrangements will be provided by the hiring team.

Additional Information

Exempt Status: Yes (not eligible for overtime pay).

Note to Agency Recruiters

Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume.
All unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property.
Recruiting agencies must have a valid, written, and fully executed Master Service Agreement and Statement of Work for consideration.

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1mo ago

Financial Crime Specialist 3

Experis Charlotte, NC

Charlotte, NC

1mo ago Closed

Contract Financial Crimes Financial Services Internal Controls

This position is no longer accepting applications (closed Oct 19, 2026).

Job Description

Experis is seeking a Financial Crime Specialist 3 for a contract assignment in Charlotte, NC with a hybrid schedule. The role focuses on consulting and analysis to support moderately complex financial crimes work and associated compliance deliverables, including AML/CFT and sanctions-related evaluations.

In this position, you will help identify and escalate risk, support documentation for customer risk management, and collaborate closely with Wells Fargo personnel as deliverables move through planning and execution.

Key Responsibilities

Consult on or participate in moderately complex initiatives and deliverables within Financial Crimes, including large-scale planning related to Financial Crimes deliverables.
Review and analyze moderately complex Financial Crimes challenges that require an in-depth evaluation of multiple variable factors.
Contribute to the resolution of moderately complex issues by consulting with others to meet Financial Crimes deliverables, applying a solid understanding of the function, policies, procedures, and compliance requirements.
Collaborate with Wells Fargo personnel in Financial Crimes.

Requirements

4+ years of experience in Financial Crimes, Operational Risk, Fraud, Sanctions, Anti-Bribery, Corruption, or an equivalent background supported through one or a combination of work experience, training, military experience, and education.

Job Expectations

No visa sponsorship is available for this position.
Travel may be required up to 10% of the time.
This role is subject to FINRA background screening requirements, including successful completion and passing of a background check prior to hire.
Per FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer.
Ongoing regulatory obligations apply, including periodic screening and mandatory reporting of certain incidents.

Additional Desired Qualifications

AML/financial crimes background and/or experience with correspondent banking.
Experience supporting customer due diligence.
Knowledge of the FFIEC Exam Manual, CAMS certification, or other financial crimes certifications.
Strong verbal, written, and interpersonal skills.
Experience managing AML/CFT risk.
Strong analytical capability with high attention to detail and accuracy.
Knowledge of crypto-related AML and financial crimes typologies.
Experience with Microsoft Office, SharePoint, and other applications.