49 finance operations analyst jobs at 31 companies in Monroe, NC
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Finance – Strategic Initiatives Analyst
Charlotte or Atlanta
OnsiteFull Time
TruistNYSE: TFC: US-based banking and financial services institution.
5+ YOEBachelor's degree and 5–7 years in finance, business operations, reporting, Business Office, COO, or coordination roles. Requires advanced executive materials, reporting, facilitation, communication, and strategic analysis skills.
Microsoft PowerPoint, Microsoft Excel, Power BI, Tableau, Microsoft Power Apps, Microsoft Power Automate, Microsoft Copilot
Fort Mill or Charlotte or San Diego or Bangalore or Pune or Mangalore
$81k-$135k/yrOnsiteFull Time
LPL FinancialNasdaq: LPLA: Independent broker-dealer and wealth management platform.
1+ YOEBachelor’s degree in business, finance, operations, or related field; 1–3 years in operations, vendor management, or business analysis; offshore team experience and strong Microsoft Office and reporting skills.
Fort Mill or Charlotte or San Diego or Bangalore or Pune or Mangalore
$81k-$135k/yrOnsiteFull Time
LPL FinancialNasdaq: LPLA: Independent broker-dealer and wealth management platform.
1+ YOEBachelor’s degree in business, finance, operations, or related field; 1–3 years in operations, vendor management, or business analysis; offshore team experience; strong Microsoft Office and reporting skills.
Lowe'sNYSE: LOW: Home improvement retailer serving customers with solutions for the home.
2+ YOEBachelor's degree in business/finance/accounting or equivalent experience,2 years building and operating business solutions,experience with Microsoft Outlook and PowerPoint,strong communication and analytical skills.
Grand Rapids or Detroit or Kalamazoo or Akron or Cincinnati or Cleveland or Columbus or Charlotte or Raleigh or Greenville or Miami or Fort Lauderdale or Orlando or West Palm Beach or Jacksonville or Tampa or Chicago or Rosemont or Oak Brook or Milwaukee or Madison
$68k-$83k/yrFieldFull Time
BDO USA: Professional services firm providing assurance, tax, and advisory services.
2+ YOEBachelor's degree in finance, accounting, or economics plus 2+ years in billing or contract management, or high school diploma/GED plus 5+ years. Requires Microsoft Office, Word, Excel, communication, judgment, and multitasking.
Microsoft Office Suite, Microsoft Word, Microsoft Excel, Oracle Cloud
3+ YOEBA/BS or 3-5 years accounting/financial services experience; advanced Microsoft Excel, intermediate Microsoft Office, SQL reading/writing desirable, strong analytical, problem-solving, and communication skills.
Microsoft Excel, Microsoft Office, SQL, MSP (Black Knight)
3+ YOEBA/BS or 3-5 years accounting/financial services experience, advanced Microsoft Excel, intermediate Microsoft Office, data analysis and problem-solving, ability to learn systems, knowledge of mortgage servicing and investor guidelines preferred.
Microsoft Excel, Microsoft Office, MSP (Black Knight), SQL
3+ YOEBA/BS or 3-5 years accounting/financial services experience; advanced Microsoft Excel, intermediate Microsoft Office, data analysis, problem-solving, and ability to learn systems and processes quickly.
Microsoft Excel, Microsoft Office, MSP (Black Knight), SQL
Sumitomo Mitsui Banking Corporation: Global financial institution offering corporate, investment, and retail banking.
1+ YOEBachelor's degree and 1–3 years of reporting, analytics, operations, risk, fraud operations, or financial services experience. Requires advanced Microsoft Excel and strong analytical, quantitative, communication, and data accuracy skills.
Microsoft Excel, Power BI, Tableau, SQL, Alteryx, Actimize, Mitek
Mecklenburg EMS Agency: Government-run EMS agency providing 911 response, ambulance transport, dispatch, and paramedic care to Mecklenburg County.
5+ YOEFive years of revenue cycle experience required; bachelor's degree in healthcare administration or accounting preferred. Requires strong analytical skills and proficiency with Microsoft Office, revenue cycle software, Minitab, Tableau, Access, and Excel PivotTables.
Microsoft Office Suite, Microsoft Excel, Microsoft Access, Minitab, CSV, ASCII, Tableau, Tritech Billing, Five-Star Computing, Solutions Group, File Transfer Protocol
Boston or Chicago or Charlotte or Atlanta or San Francisco or Las Vegas or United States
$62k-$81k/yrHybridFull Time
NEPC: Private investment consulting and outsourced CIO firm serving governments, institutions, families, and individuals.
3+ YOE3+ years investment operations experience, college degree or equivalent, advanced Excel/Word/PowerPoint, detail-oriented with strong communication and organizational skills; portfolio accounting/order management experience preferred.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint
SonocoNYSE: SON: Global provider of consumer and industrial packaging solutions.
Four-year degree in accounting, finance, business, or equivalent. Requires strong analytical skills and manufacturing or Sonoco business knowledge; CPA or CMA preferred. Experience with Oracle/OPM, OneStream, QAD, and EFI Radius.
Atlanta or Charlotte or Columbus or Fort Lauderdale or Frisco or Orlando
HybridFull Time
Abacus Technology: Privately owned U.S. professional services firm providing IT, engineering, communications, and management support to federal government clients.
5+ YOE5+ years pricing, financial analysis, or commercial operations experience; advanced Excel and financial modeling; experience with CPQ/CRM/PSA/ERP; bachelor's preferred in Finance/Business/Economics.
CPQ, CRM, PSA, ERP, Salesforce, ServiceNow, Dynamics, Microsoft Excel
AlbemarleNYSE: ALB: Public specialty chemicals producing lithium, bromine, and catalyst materials for mobility, energy, connectivity, and health customers.
0+ YOEBachelor’s degree in finance/accounting/business, 0–2+ years related experience, strong analytical and communication skills, Microsoft Office proficiency, familiarity with treasury systems (Kyriba, FXall, SAP, BPC), and ability to support liquidity, FX risk, and treasury operations.
Capital Markets Business Enablement Operations - Business Analyst in Charlotte, NC
Charlotte, North Carolina, United States
OnsiteFull Time
Zions Capital MarketsNASDAQ: ZION: Financial services operating through local management teams.
5+ YOE5+ years of related experience, an undergraduate degree in finance or equivalent experience, OTC derivatives knowledge, and strong communication, analytical, organizational, and collaboration skills.
Sunbelt RentalsNew York Stock Exchange (NYSE) and London Stock Exchange (LSE): SUNB: Provider of equipment rental and onsite solutions for industry.
1+ YOEBachelor's degree or equivalent practical experience, 1–3 years in sales commission, finance, sales operations, or data analysis, and proficiency with Microsoft Excel and large data sets.
Microsoft Excel, Xactly, Varicent, CaptivateIQ, Anaplan, Oracle, Salesforce, SQL
Pacific Life: Provides life insurance, annuities, and retirement solutions.
5+ YOE5+ years fixed income operations or middle office experience; Bachelor's in Finance/Accounting; private/less liquid assets exposure; strong analytical and communication skills; proficient with Bloomberg, Excel, Business Objects, Power BI, ePAM, SQL.
Bloomberg, Excel, Business Objects, Power BI, ePAM, MS Office, SQL
PaymentusNYSE: PAY: Public U.S. electronic bill-payment platform serving billers and consumers across utilities, finance, government, and healthcare.
3+ YOEBachelor’s degree in CS, Finance, Economics; 3+ years in electronic billing/payments; 3+ years in technical/analytical client-facing roles; proficient in SQL, Excel, and Tableau.
Ahold Delhaize USAEuronext Amsterdam: AD: The U.S. service division for a global grocery retailer.
4+ YOERequires a bachelor's degree or equivalent experience, 4–5 years of relevant experience, general accounting knowledge, advanced Microsoft Excel, strong analytical and organizational skills, and communication with management and vendors.