Financial Analyst Salary in Charlotte, NC

Location: Charlotte, NCSalary: $80,000.00 USD Annually - $95,000.00 USD AnnuallyDescription: Our client is currently seeking a Financial Analyst This job will have the following responsibilities:Responsible for carrying out and overseeing functions related to financial analysis and cash reconcilement. Serves as a point of contact for maintenance and continuing development of the treasury software and related systems, including overseeing some aspects of these software systems. Interacts with key Financial Administration and Patient Financial Services stakeholders to ensure banking activity is reconciled to accounts receivable.Researches and analyzes financial, banking, and patient billing data and trends to assist in accurate bank reconciliation and smooth patient billing operations and oversee staff that complete these functions. Ensures completeness, accuracy, and integrity of databases, mappings, and reference tables within the cash application software system. Analyzes and interprets financial data and reports to provide guidance and create action plans. Provides input to the team on tasks and system workflows. Serves as a resource and subject matter expert (SME) on cash reconciliation processes. Cultivates and maintains strong working relationships with team members, colleagues across the organization, and services providers/vendors. Prepares accurate and timely information for strategic and operational decisions. Works with the Information Systems department and software vendors to resolve system issues. Reviews journal entries and account reconciliations to ensure the organization records and financial statements are maintained in accordance with generally accepted accounting (GAAP) principles. Assists in educating end users of system features, capabilities, and enhancements as they become available. Qualifications & Requirements:Must possess effective critical thinking and communication skills and a high degree of innovative ability, initiative, and individual judgement. Ability to retrieve and evaluate information from various financial and operational systems. Advanced computer skills, including proficiency in Excel, PowerPoint and Outlook as well as ability to interpret and learn financial software as needed. Bachelor's degree in Accounting, Finance, Business Administration, or Information Systems required. Minimum 3-5 years of financial analyst or treasury analyst experience (or an equivalent role) required. Contact: [email protected] job and many more are available through The Judge Group. Find us on the web at www.judge.com

**Hybrid in Charlotte, NC.**Our utilities client is looking for a Financial Analyst to join their team.Due to client requirement, applicants must be willing and able to work on a w2 basis. For our w2 consultants, we offer a great benefits package that includes Medical, Dental, and Vision benefits, 401k with company matching, and life insurance.Pay Rate: $42.00 - $50.00/hr on W2Skills, experience, and other compensable factors will be taken into account when determining pay rate. The pay range provided in this posting is a reflection of a W2 hourly rate; other employment options may be available that may result in pay outside of the provided pay range.W2 employees of Eliassen Group who are regularly scheduled to work 30 or more hours per week are eligible for the following benefits: medical (choice of 3 plans), dental, vision, pre-tax accounts, other voluntary benefits including life and disability insurance, 401(k) with match, and sick time if required by law in the worked-in state/locality.Responsibilities of the Financial Analyst:Provide and present accurate and relevant financial analysis and management reportingAnalyze and consolidate management financial reportingAnalyze data, identify and correct errors to ensure accuracy and integrity of financial informationCoordinate and support the month-end close activitiesPrepare, check and/or post journal entries and accruals on an as needed basisMaintain good working knowledge of accounting policies and impactsEnsure effective budget & business planning process:Support the budget and business planning processValidate budgets uploaded to correct target amountsDevelop and support department budget, strategic plan and related presentation materialCoordinate the preparation of annual budgets utilizing Hyperion PlanningRequirements of the Financial Analyst:A Bachelor's degree in Computer Science or related field and at least 4 years of experience in related field in addition to degreeExperience with financial applications (i.e., PeopleSoft, WebI, Power Plant, Analysis Services etc.)Ability to analyze and understand financial information, recognize significant variances, trends, and irregularities and summarize clearly and concisely to managementProficient use of Power BI and Microsoft products such as Excel (i.e. pivot tables, PowerPivot), Word, & PowerPointAbility to meet stated deadlines and respond quickly to changing needs through a teamwork approachAbility to work in a team environment & foster good relationships with teammates & business partnersAbility to build and maintain productive working relationships at all levels within the organizationPlease be advised- If anyone reaches out to you about an open position connected with Eliassen Group, please confirm that they have an Eliassen.com email address and never provide personal or financial information to anyone who is not clearly associated with Eliassen Group. If you have any indication of fraudulent activity, please contact [email protected] ID: 383835

***Must sit on-site 5x week in Charlotte, NC***Position: Financial Analyst - FX/OTC SettlementsDuration: 6 months (May 20 thru Nov 15 2024)Location: Charlotte (5x/week onsite)Pay Rate: 46/hourDAY TO DAY An exciting opportunity to join the GFX and FICC Derivative Operations Client Service Team. The role entails responsibility for providing dedicated support to the bank's clients in a challenging and fast paced environment, ensuring sustained proficiency and accuracy for all tasks; responsible for the investigation and resolution of exceptions for FX and OTC transactions as well as post trade settlement investigation. Communication by phone and email is required while providing exceptional customer service to both client and internal service partners.Responsibilities: Timely settlement of FX and OTC transactions. Break and case management for post settlement investigations.Requirements:Self-motivated individual who is an active and collaborative team memberContinuous learner with the desire to succeed.Ability to develop and maintain strong relationships with clients.Strong organizational skills with the ability to prioritize and manage workload through fluctuating volume periods; ability to multi-task whilst managing competing priorities and deliveries.Excellent attention to detail, consistent performer with a focus on accuracy and client delight.Logical approach to problem solving.Experience working in a financial institution in an Operations environment supporting institutionally traded financial products is desirable but not required.Other Qualifications:Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions.Excels in working among diverse viewpoints to determine the best path forward.Experience in connecting with a diverse set of clients to understand future business needs - is a continuous learnerCommitment to challenging the status quo and promoting positive change.Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base.Believes in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the world

Responsibilities:Client Assessment: Meet with clients to understand their financial goals, objectives, risk tolerance, and current financial situation through comprehensive financial analysis.Financial Planning: Develop personalized financial plans that encompass various aspects of a client's financial life, including retirement planning, investment management, tax planning, estate planning, insurance analysis, and education funding.Goal Setting: Help clients establish clear financial goals and create a roadmap to achieve them, considering factors such as time horizon, liquidity needs, and risk tolerance.Investment Advice: Provide recommendations on investment strategies and asset allocation tailored to clients' goals, risk tolerance, and investment timeline.Risk Management: Assess and mitigate financial risks by recommending appropriate insurance coverage, such as life insurance, disability insurance, and long-term care insurance.Tax Planning: Optimize clients' tax efficiency through strategies such as tax-loss harvesting, retirement account contributions, and structuring investments in tax-advantaged accounts.Estate Planning: Collaborate with clients and their legal advisors to develop estate plans that minimize taxes, preserve wealth, and ensure smooth wealth transfer to future generations.Financial Education: Educate clients on financial concepts, investment principles, and market dynamics to empower them to make informed decisions and take control of their financial future.Regular Review: Conduct periodic reviews of clients' financial plans and portfolios to assess progress towards goals, adjust strategies as needed, and incorporate any changes in clients' circumstances or market conditions.Compliance: Ensure compliance with all relevant regulations, laws, and industry standards governing financial planning and advisory services.Business development: lead generation and developing relationships to identify and recruit future clients. Qualifications:Bachelor's degree in finance, economics, accounting, business, or a related field. Advanced degrees such as MBA or Certified Financial Planner (CFP) designation are preferred.Professional certifications, such as CFP, Chartered Financial Analyst (CFA), or Certified Public Accountant (CPA), demonstrating expertise in financial planning and advisory services.Strong analytical skills, attention to detail, and proficiency in financial modeling and planning software.Excellent interpersonal and communication skills, with the ability to build trust and rapport with clients and colleagues.Knowledge of financial markets, investment products, tax regulations, and estate planning principles.Ethical conduct, integrity, and commitment to acting in the best interests of clients.Series 65 or series 66 license.

Position Description: Job Purpose and Scope: Performs origination and analyses of potential commercial real estate lending opportunities on behalf of Bank.Essential Job Functions:Analyzes Loan Request Memorandums and financial statements and performs projections.Pre-screens potential lending opportunities for further analysis.Populates and analyzes proprietary Bank financial Excel models.Reviews and comprehends market data and real estate trends.Drafts credit memorandums for committee approval.Conducts other general financial analysis as required.Assists senior staff members, as necessary.Regularly exercises discretion and judgment in the performance of essential job functions.Maintains good punctuality and attendance to work.Follows Bank policy, procedures, and guidelines.Knowledge, Skills & Abilities:Knowledge of all types of real estate.Knowledge of financial concepts sufficient to allow candidate to analyze complex industry, economic, and financial data and interpret results and present findings.Ability to problem-solve using analytical, logistical, and verbal/written communication skills.Ability to communicate effectively both verbally and in writing, including discussing complicated issues and opportunities with substantial real estate owners and developers.Ability to articulate the strengths, weaknesses and issues related to a transaction, in both written and oral presentations.Ability to multi-task and work well with exacting deadlines.Ability to work under general supervision.Skill in using Microsoft Office Suite, including strong Excel skills, and ARGUS.Equipment Used in Job Performance/Working Environment:ComputerTelephoneMulti-function device (print, copy, scan)Major Job Demands (Physical/Mental):Decision-makingProblem-solvingNote: This description is not an exhaustive list of all job functions, duties, skills and job standards required. Other job functions, duties, skills, and standards may be added. Management reserves the right to add or change the job requirements at any time. Position Requirements: Basic Qualifications:Bachelor's degree, preferably in finance, accounting, economics or business, or commensurate work experience required.Minimum of one (1) year of work experience in commercial real estate underwriting and/or asset management or relevant real estate coursework preferred.Bank OZK is an equal opportunity employer and give consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, disability status, protected veteran status, or any other characteristic protected by federal, state, and local law. Member FDIC.

Onsite - Charlotte, NCShift: Monday - Friday 9:00AM - 6:00PM5-month Contract (W2), Weekly Pay (40 hours/week)Calculated Hire is in search of a Treasury Analyst for our Fortune 100 Financial Services company. You will be responsible for the following components:Job Description:Support Business Execution: proactively seek ways to improve processes.Perform moderately complex administrative support tasks.Receive direction from supervisor and escalate non-routine questions.Interact with client personnel on a range of information.Required Qualifications:2+ years of administrative or business support experience, or equivalent demonstrated through one or a combination of the following: work or consulting experience, training, military experience, education.Top SkillsCash Management/Broker-Dealer experience (has dealt with trade proceeds or rate activity)Institutional investing experience (preferred)Series 99 or Series 7 is a plus.Intermediate Excel Skills (v-lookups/pivot tables)Self-StarterMulti-Tasker

Position: Financial AnalystLocation: 100% Remote - Midwest and West Coast candidates only pleaseSalary: $50-70 per hour W2 employmentDuration: 6 monthsMust have EHR System experienceJob Summary:Provides financial analysis and management planning support. Reviews, reconciles and analyzes data to insure financial integrity of information reported and identification of trends. Monitor and reconcile statements and participate in the reconciliation of accounts. Provides independent analysis to leadership regarding financial results and identification of potential improvements.Job Requirements:Education and Work Experience:• Associate's/Technical Degree in accounting, finance, business administration or equivalent combination of education/related experience: Required• Bachelor's Degree in accounting, finance, business administration or equivalent combination of education/related experience: Preferred• Three years' relevant experience: Preferred• One year's experience in accounting or finance: PreferredLicenses/Certifications:• Certified Public Accountant (CPA): PreferredEssential Functions:• Develops and maintains financial analysis tools and reporting, daily productivity dashboards, and trend and forecast reporting's. Participates in the monthly accounting close functions, annual budgeting process and balance sheet reconciliations.• Provides support with contract and reimbursement modeling. Assists in yearly budgeting through development of supporting data, compilation of information and important to budgeting system.• Monitors reports to ensure data quality. Processes, enhances, and acquires technical skills to work with database and business intelligence systems.• Performs other job-related duties as assigned.

More than a career - a chance to make a difference in people's lives. Build an exciting, rewarding career with us – help us make a difference for millions of people every day. Consider joining the Duke Energy team, where you'll find a friendly work environment, opportunities for growth and development, recognition for your work, and competitive pay and benefits. The Senior Financial Analyst is responsible for reporting, budgeting, forecasting and providing financial analysis in the FP&A group of the Natural Gas Business Unit (NGBU), including Piedmont Natural Gas and Duke Energy Midwest Gas in KY and OH. The analyst will work closely with teammates, peers, and management on various financial activities including preparation of NGBU internal reporting, monthly and YTD variance reporting at a granular level. The position will analyze and research ad-hoc requests, develop reporting, create efficiencies, and effectively prepare presentations for management review and decision making. This position will support both Capital and O&M work, consulting and partnering with NGBU leadership on financial priorities and challenges. This position works closely with the overall Finance organization as well as Regulated Utility Gas Operations Accounting group. Effective communication and relationship building are crucial to succeed in this role. This is the fourth level of the financial analysis classification hierarchy. Employees at this level work in self-directed manner receiving very minimal guidance. Incumbents are required to have in-depth knowledge and experience and demonstrated ability to work to solve complex problems/issues. Incumbents also act as a resource for less experienced employees. Responsibilities + Prepare NGBU reporting including the ROCR and support + Work with others to develop explanations of the NGBU results and drivers + Work with business partners to develop O&M budgets and assist in loading into Onestream + Assist in capital forecast preparation and updates in PowerPlan at a funding project level + Prepare and review standard and correcting journal entries + Understand and own NGBU allocations + Assist with data requests from Regulatory and external auditors and other customers + Help develop enhanced powerBI reporting + Provide accounting support as needed + Understand and maintain proper business and financial processes to ensure adherence to internal controls and policies + Identify process improvements and assist in implementation to produce efficiencies at all stages of the finance process Required/Basic Qualifications + Bachelor’s degree with major in Accounting/Finance or related discipline + Three (3) plus years of increasingly diverse or complex experience in related field in addition to degree + Possesses and applies fundamental accounting and finance concepts, practices, and procedures + Experience with financial applications (i.e., PeopleSoft, HFM, PowerPlan, etc.) and query tool (WebI) + Experience using Microsoft products such as Excel, Word and Power Point Desired Qualifications + CPA or working toward CPA + Advanced degree, preferably in Accounting + Six (6) years or more of professional work related experience + Effective communication, both oral and written, and collaboration skills + Proficient using Microsoft products such as Excel, Word, and PowerPoint + Previous experience with project lifecycles, budgeting and forecasting + Previous experience with financial analysis + Demonstrate ability to work in a team environment and foster good relationships with teammates and business partners + Advanced analytical and critical thinking skills + Operational business support experience + Previous experience in Utility, utility asset or regulatory accounting environment + Advanced analytical and critical thinking skills – including data analytics + Ability to effectively perform at the experienced analyst level, including ability to work independently, manage competing priorities, and adhere to strict deadlines and schedules #LI-JC1 #LI-Hybrid Working Conditions + Hybrid Mobility Classification – Work will be performed from both remote and onsite locations after the onboarding period. However, hybrid employees should live within a reasonable daily commute to the assigned Duke Energy facility. + Overtime may be required + Occasional travel Travel Requirements 5-15% Relocation Assistance Provided (as applicable) No Represented/Union Position No Visa Sponsored Position No Posting Expiration Date Thursday, May 9, 2024 All job postings expire at 12:01 AM on the posting expiration date. Please note that in order to be considered for this position, you must possess all of the basic/required qualifications. Privacy (https://www.duke-energy.com/legal/privacy) Do Not Sell My Personal Information (CA) Terms of Use (https://www.duke-energy.com/legal/terms-of-use) Accessibility About Duke Energy (https://www.duke-energy.com/our-company/about-us) Read about our commitment (https://www.duke-energy.com/our-company/about-us/diversity) to supporting a diverse and inclusive workforce. Learn how to set up job alerts here. (https://www.duke-energy.com/-/media/pdfs/our-company/careers/setting-up-job-alerts.pdf?la=en&rev=6962070124bd4580b5b0857fe0664750) View a step-by-step application guide (https://www.duke-energy.com/-/media/pdfs/our-company/202704-ext-job-postiing-application-job-aid.pdf?la=en&rev=ef1520f25bbd47dcbdba4a0dbda6db8d) for assistance in completing the process. Contact our team ([email protected]?subject=Duke%20Energy%20External%20Career%20Site) for questions on our hiring process. Check on the status of your application on your Candidate Home (https://dukeenergy.wd1.myworkdayjobs.com/en-US/Search/userHome) page. Brighter opportunities. Brighter futures. Duke Energy values ideas that come from a diverse and inclusive workforce, and we’re dedicated to providing a work environment where all people are valued, respected and able to reach their full potential. Duke Energy is an equal opportunity employer and does not discriminate against any employee or applicant for employment because of race, color, sex, pregnancy, childbirth or related medical conditions, including but not limited to lactation, religion, national origin, ancestry, ethnicity, citizenship, sexual orientation, gender identity, gender expression, age, marital status, physical or mental disability, genetic information, medical condition, military status, or protected veteran status. Duke Energy complies with all applicable state, federal and local laws, regulations and ordinances prohibiting discrimination. 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Finance Domain preferedExpected Responsibilities: Responsible to drive, document functional requirements and become SME for Data Acquisition layer. This layer would integrate the data and feed it to a 3rd party product for AML and Fraud prevention and reporting. Primary responsibility - a. Data analysisb. Understand target data model and data requirementsc. Understand source datad. Drive, document and maintain source to target mappinge. Propose data validations rules at element levelf. Good knowledge about ETL best practicesg. Verify/test data during system testingPersonal Skills Strong verbal and written communication skills Ability to work collaboratively in a team environment Superior time management and organizational skills Excellent attention to detail Exceptional interpersonal skills, initiative, and integrity Ability to adapt in a dynamic environmentSuggested Experience & Qualifications:Over 8 years of Business/Data analysis experience in financial industry.AML/Fraud experience is plus ACTIMIZE experience a plus or another similar vendorBasic experience using SQLStrong in Data Stage developmentSkills Required / RolePlease provide a concise job specification in 4 to 5 key bullet points (and not a generic one)o SQL 2008o Data Stageo Understanding Scripting languageso Strong t-SQL

Join us in a dynamic, technically sophisticated trading organization as a Business Line Systems Analyst supporting equity and options trading operations. In this role, you'll be pivotal in enhancing key processes, systems, and controls, taking charge of project analysis, requirements gathering, and ensuring alignment with business, vendor, and technology partners for seamless delivery and implementation. Utilize your exceptional organizational skills to manage projects, perform data and reporting analysis, and provide comprehensive, timely documentation and communications.Key ResponsibilitiesAccountable for planning and leading the project analysis efforts to ensure the successful delivery and implementation.Facilitate requirement gathering and alignment with business, technology, vendor, and compliance partners.Tracking key data elements and providing timely and accurate reporting documents and project team communicationLiaison between the business leadership, staff, technology, compliance, and cross commitsSolve complex system and system-related problems, resulting in problem resolution and issue documentation.Identify business requirements responsible for implementing new and existing investment related product change.Strong organizational skills with ability to support multiple complex projects concurrently.Provide system support and vendor relationship management for assigned third party vendor.Have competent system knowledge; includes proficient system architecture and design.Required QualificationsBachelor's Degree or equivalent experience5-7 years of relevant experience in the financial services industryKnowledgeable with securities trading processes, tools, or other relevant work experience1-2 years experience as a business systems analyst or similar rolePreferred QualificationsKnowledge of equity and option order entry and trading.Knowledge of order management systemsProven experience leading collaborative cross-organizational efforts to driving results.Strong analytical and problem-solving skills using data to identify trends and issues.History of working within a highly regulated environmentStrong verbal, written and presentation skills with the ability to summarize complex concepts into concise senior leadership communications.Experience working with Advisor practices and handling escalations effectively or relevant customer service experience.Ability to think strategically, while being able to implement tactical plans.Series 7 licensedAbout Our CompanyWe're a diversified financial services leader with more than $1 trillion in assets under management and administration. Our team of 20,000 people in more than 20 countries advise, manage and protect the assets and income of more than 2 million individual, small business and institutional clients. We are a long-standing leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial Services, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.Full-Time/Part-TimeFull timeExempt/Non-ExemptExemptJob Family GroupBusiness Support & OperationsLine of BusinessCLEAR ClearingPDN-9be1722d-4a4b-490e-a30f-abcbe037696c