56 finance jobs found in Charlotte, NC

Drive Financial Growth for a Thriving Healthcare Organization About the Role: We're looking for a financial leader to take charge of multi-site healthcare operations. As Senior Financial Controller, you'll partner with the CEO to guide financial strategy, support rapid growth, and ensure compliance across multiple locations. This role offers a clear path to CFO for the right candidate. What You'll Do: Oversee budgets, forecasts, and financial reporting. Drive financial operations for a multi-site healthcare group. Lead financial integration for acquisitions across the South and Southeast. Build and mentor a high-performing finance team. Help shape key business decisions with clear financial analysis. What We're Looking For: Experience: 8+ years in healthcare finance (MSO, ASC, or PPM). Track Record: Expertise in growth-stage, private equity-backed companies. Skills: Strong ERP and financial software experience; CPA preferred. Leadership: Proven...

Asset-Backed Finance Under the supervision of a senior banker, this role involves leading Fund Finance transaction deal teams in all aspects of new transactions, including pitching for new financing opportunities, leading the structuring and credit analysis of new loans, oversight of deal execution, managing credit requests, and working with senior credit officers for deal approvals. Key Responsibilities and Duties Maintains and expands client relationships. Interacts with credit officers regarding client requests. Provides legal structuring and negotiation efforts for new loans. Participates in due diligence meetings. Works with team members to create pitches/term sheets. Supervises and mentors junior bankers. Provides collateral analysis and compliance tracking. Monitors and oversees financial performance and internal credit ratings of borrowers and limited partners. Educational Requirements University (Degree) Preferred Work Experience 5+ Years Required;...

Citi has embarked on a multi-year Finance Transformation initiative to implement a new Global Financial Accounting and General Ledger platform that provides a daily ledger in every legal entity, linking ledger balances and contract level reconciliations to our daily settlement records and contractual commitments. The Strategic Ledger program as it is named, selected Oracle Cloud as the technology platform of choice, after a rigorous technical and functional assessment of the firm's current ledger platforms against leading industry solutions. The new platform provides enhanced technical capability and supports our finance transformation strategy and realization of our Target Operating Model. The outcome will be a robust global process, governance, and controls to ensure consistent and materially accurate, complete, and timely ledger data and results. An Oracle AFCS Functional Consultant is required at Vice President level to be part of the Strategic Ledger program. The consultant...

The Fin Solutions Lead Analyst is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business. Recognized technical authority for an area within the business. Requires basic commercial awareness. There are typically multiple people within the business that provide the same level of subject matter expertise. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. Significant impact on the area through complex deliverables. Provides advice and counsel related to the technology or operations of the business. Work impacts an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family. Responsibilities: Contributes to the design, roll-out and governance of financial solutions, including:...

The Fin Solutions Lead Analyst is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business. Recognized technical authority for an area within the business. Requires basic commercial awareness. There are typically multiple people within the business that provide the same level of subject matter expertise. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. Significant impact on the area through complex deliverables. Provides advice and counsel related to the technology or operations of the business. Work impacts an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family. Responsibilities: Contributes to the design, roll-out and governance of financial solutions, including:...

The role will be part of the RWA Controllers team and accountable for overall determination of Risk Weighted Assets (Standardized Approach to Counterparty Credit Risk (SA-CCR)) and Supplementary Leverage Exposure for Counterparty Credit Risk (CCR) exposures. This includes (i) performing the computational methodologies used to determine RWAs (SA-CCR), including any assumptions, interpretations and/or models used to make those determinations, (ii) ensuring the accurate implementation of those methodologies within Citi's infrastructure, (iii) ensuring models are fit for Basel purpose, have been validated and accurately implemented, (iv) articulating Business and Functional requirements including performing end to end diagnostic assessment for remediation regulatory capital issues. The role is in the RWA Controllers Derivatives team, which reports into the RWA Controllers Derivatives Exposure Type Lead for Production. The Spot RWA Derivatives team is responsible to ensure accuracy and...

Aledade is seeking a dynamic and collaborative Senior Vice President (SVP) of FP&A and Strategic Finance to join our Finance team in advancing our mission to improve healthcare. Reporting directly to the Chief Financial Officer (CFO), the SVP will drive financial performance, develop strategic financial plans, and support both short- and long-term business objectives. This individual must bring financial discipline, entrepreneurial thinking, and analytical rigor to achieve results. This role will oversee corporate FP&A and Aledade's team of finance business partners, delivering strategic guidance through a financial lens across the organization. We are flexible with geographic location-the ideal candidate can work remotely from anywhere in the U.S. or from our headquarters in Bethesda, MD. Primary Duties: Develop and execute long-term financial strategies, multi-year capital plans, and enterprise initiatives in partnership with executive leadership, ensuring...

Focused on the electrical, network infrastructure and HVAC markets, NSI Industries continues to outpace the industry in unprecedented growth. We are all about Making Connections, and we know our future success depends on the collective talents and experiences of our people and their ability to come together for our customers and communities. With locations across North America, NSI has the size and breadth to provide opportunities to grow and develop. If you're looking for a dynamic, fast-paced and growing workplace to continuously learn and thrive, we want to hear from you! HVAC Division NSI's HVAC Division is a rising force in the industry. High-quality brands like Duro Dyne and Supco provide dependable, time-saving products designed to address the unique challenges faced by HVAC technicians and fabricators. Our commitment to delivering outstanding service propels both our customers and people forward. The Vice President of Finance for the HVAC Division will collaborate...

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: The ABL Structuring team structures, underwrites and closes asset-based lending transactions. Requires in depth quantitative and qualitative analysis to obtain Truist's balance sheet commitment as well as supporting distribution risk...

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 The Regulatory Policy team is responsible for regulatory interpretation, advocacy, and advises senior management on how regulatory developments may impact the firm. The team also evaluates the impact of existing and potential regulation on specific business activity, supports implementation of certain regulations, and advises business leaders on the regulatory implications of transaction structuring. The team's primary functions...

Job Description Own our Client's Onboarding experience end to end! Use your Project Management expertise to manage complex treasury product implementations for JP Morgan Chase Clients from around the world. As a Client Onboarding Vice President within the Commercial & Investment Bank, you will spearhead a project team dedicated to providing support for the implementation of our products and services. You will collaborate with both clients and internal stakeholders to ensure a top-tier experience. This role often represents the client's initial interaction with JP Morgan Chase. Job Responsibilities Own the product implementation and training experience for your assigned clients Meet and connect with clients through WebEx, Zoom, and other collaboration technologies Build and maintain strong relationships with key partners in Relationship Management, Sales, Service, Operations and Product Management Manage client and partner expectations and understanding...

Your Opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. Schwab's branch team is at the heart of our firm's commitment to helping clients own their financial futures. In this exciting role, you'll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You'll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you'll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy...

Our Company: Quarterra Group, Inc., a wholly-owned subsidiary of Lennar Corporation (NYSE:LEN and LEN.B) is a multi-strategy, real estate focused, alternative asset management company comprised of two rapidly growing verticals: Multifamily and Single-Family Rental. Launched in 2011, Quarterra Multifamily, previously known as LMC, is among the nation's most active developers, builders, and managers and has been on the National Multi-Housing Council's (NMHC) annual Top 50 list for eight consecutive years. Quarterra Single-Family Rental launched in 2020 to provide individuals, couples, and families who prefer to rent over home ownership the opportunity to live in exceptional neighborhoods with great amenities. For additional information, please visit Quarterra.com. Summary of Position: The Vice President & Controller, Single-Family Rental Fund Accounting, will lead the financial operations for the Single-Family Rental (SFR) Fund. This key executive will oversee all...

Job Description: Do you want to focus on driving deeper relationships with clients while helping them plan for financial success? The Wealth Management Advisor builds comprehensive financial plans and wealth strategies to prepare their customers for future goals and cash flow needs through a sound and efficient savings, investment, and tax strategy. The Expertise We're Looking For We believe a minimum of 12 years in the financial industry, with experience in complex planning and sophisticated product offerings Series 7, 63, 65, 66 and life insurance licenses required prior to hire or if previously licensed, must be obtained within 6 months of hie We also value a strong understanding of the Broker/Dealer and RIA marketplace Bachelor's Degree strongly preferred for this position The Purpose of Your Role Do you have an unwavering commitment to sustaining long-lasting relationships? Reinforced by an impressive support team, we believe you will effectively implement...

Job Description Own our Client's Onboarding experience end to end! Use your Project Management expertise to manage complex treasury product implementations for JP Morgan Chase Clients from around the world. As a Client Onboarding Vice President within the Commercial Bank, you will spearhead a project team dedicated to providing support for the implementation of our products and services. You will collaborate with both clients and internal stakeholders to ensure a top-tier experience. This role often represents the client's initial interaction with JP Morgan Chase. Job Responsibilities Own the product implementation and training experience for your assigned clients Meet and connect with clients through WebEx, Zoom, and other collaboration technologies Build and maintain strong relationships with key partners in Relationship Management, Sales, Service, Operations and Product Management Manage client and partner expectations and understanding throughout the...

SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and consumer finance. The Group has more than 130 offices and 80,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of SMBC Group, which is one of the three largest banking groups in Japan. SMFG's shares trade on the Tokyo, Nagoya, and New York (NYSE: SMFG) stock exchanges. In the Americas, SMBC Group has a presence in the US, Canada, Mexico, Brazil, Chile, Colombia, and Peru. Backed by the capital strength of SMBC Group and the value of its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The Group's operating...

Job Purpose & Scope In this role, you will develop new commercial business and expand existing commercial customer relationships. You will cultivate, maintain, and strengthen relationships within the community and among team members. You will strive to meet or exceed business goals. Essential Job Functions Execute strategic and tactical plans to manage business development productivity and portfolio quality, and to meet financial targets Identify, prioritize, and develop strategies for high-value retention, expansion, and acquisition of customer relationships by delivering knowledgeable advice and solutions Engage relevant business and bank partners in team-based customer development with expert delivery Leverage local market networks and centers of influence to identify, prospect, and pursue business opportunities to hit market goals Display a high degree of integrity, trustworthiness, and professionalism at all times Embrace Bank OZK's core lending tenets of...

Job Description Be the hub of communication and help build deep and lasting relationships with our most complex Commercial Bank clients across the country. As a Client Success Officer within the Commercial Bank, you will serve as a key liaison for Commercial Bank clients. This role will work closely with Commercial Bankers, Treasury Management Officers, Client Service, Implementations, and Know Your Client (KYC) teams to deliver an enhanced client experience to the firm's valued relationships and newly acquired clients being implemented. The Client Success Officer plays an important role in the execution of the firm's retention, growth, and client experience strategies, including accountability to deliver on broader organizational service and revenue expansion. The Client Success Officer will be a critical partner for Commercial Bankers and Treasury Management Officers to execute more effectively and efficiently in a business development capacity, while retaining an engaged...

THE TEAM YOU WILL BE JOINING: Private Equity backed manufacturing and construction company HQ in South Charlotte Company is expanding and growing market segments to provide best in class deliverables across a growing industry Exceptionally stable leadership team with decades of working together to accomplish greatness for their colleagues and clients WHAT THEY OFFER YOU Experience servant leadership mentality by your direct leadership and executive team Proven support in bringing ideas to life and professional development guidance Grow your career as quickly as this proven business is growing market share WHY THIS ROLE IS IMPORTANT: Direct the organization's accounting functions and areas of focus, including consolidation and internal/external financial reporting Oversee general ledger functions, assure accuracy, timeliness, and conformity with professional standards and best practices in accordance with US GAAP Lead monthly, quarterly, and...

Company:Driven Brands We invite you to join us at Driven Brands! Headquartered in Charlotte, NC, Driven Brands (NASDAQ: DRVN) is the largest automotive services company in North America, providing a range of consumer and commercial automotive needs, including paint, collision, glass, vehicle repair, oil change, maintenance and car wash. With over 4,500 centers in 15 countries, Driven Brands is the parent company of some of North America's leading automotive service brands including Take 5 Oil Change, Take 5 Car Wash, Driven Glass, Meineke, Maaco, CARSTAR, and more. Our network services over 50 million vehicles annually and generates more than $5 billion in system-wide sales each year. Our culture inspires high performance and innovation, enabling our employees to go further, faster in their careers. With amazing people and great brands, we confidently look forward to exciting growth ahead, and believe in following the values that support this vision. JOB DESCRIPTION: Work...