36 financial operations analyst jobs at 23 companies in Monroe, NC
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Financial Analyst
Charlotte or Houston or Orange County or Denver
$80k-$90k/yrOnsiteFull Time
Flow Control Group: Employee-owned North American technical distributor and industrial solutions provider serving flow control, automation, and life sciences customers.
3+ YOEBachelor's degree and 3+ years in financial analysis, FP&A, accounting systems, or financial operations; requires budgeting, ERP, advanced Excel, data governance, and reporting expertise.
SAP, Oracle NetSuite, Microsoft Dynamics 365, Workday, Microsoft Excel, SQL, Power BI, Tableau
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.
Movement Mortgage: Private U.S. mortgage lender serving homebuyers and homeowners with purchase, refinance, reverse, and other home loans.
0+ YOEBachelor’s degree in a related field and 0–2 years of experience in operations, analysis, process improvement, analytics, financial services, or technology. Requires analytical, communication, Excel, and project-management skills.
Jacksonville or Greenville or Charlotte or San Francisco or New York City
$90k-$168k/yrOnsiteFull Time
SoFiNasdaq Global Select Market: SOFI: Public U.S. digital financial-services helping members borrow, save, spend, invest, and protect their money.
5+ YOERequires 5+ years in brokerage, fintech, financial services, trading operations, or a regulated environment; brokerage and trade lifecycle expertise; complex project ownership; analytical and process-design skills; and FINRA Series 7, 24, 63, or 66.
Vanguard: Global investment management firm owned by its client funds.
3+ YOERequires 3+ years in financial planning, procurement, vendor management, business operations, or related work; analytical, modeling, communication, Microsoft Office, and process improvement skills; undergraduate degree or equivalent.
Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Microsoft Teams, Claude, Microsoft Copilot
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
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)
Dimensional Fund Advisors: Private investment management firm serving institutions, advisors, and individual investors with systematic equity and fixed-income strategies.
Bachelor's in a related field, strong project management and analytical skills, proficiency with PowerPoint and HTML, knowledge of SEC/FINRA standards, and interest in investment products and financial markets.
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
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
NTT DATATokyo Stock Exchange: 9613: Global digital business and IT services provider.
5+ YOERequires a bachelor's degree and 5+ years as a Business Analyst in banking, payments, or financial services, with payment lifecycle, requirements analysis, process mapping, Agile, and stakeholder management expertise.
Capital Market & Financial Risk Management Business Analyst
Charlotte or Jersey City or Tampa
$82k-$123k/yrOnsiteFull Time
InfosysNYSE: INFY: Global leader in next-generation digital services and consulting.
Experience with capital markets and risk functions, requirement gathering, process mapping, regulatory change programs, stakeholder management; bachelor\u0002s degree required or equivalent experience; authorized to work in the US without sponsorship.
SAS Risk/IFRS/Stress, Moody\u0002s Analytics, Oracle OFSAA, Axiom/OneSumX, QRM, Murex, Calypso
Bank of AmericaNYSE: BAC: Global financial services and banking institution.
1+ YOERequires 1–3 years of financial services experience, client-facing communication, analytical and problem-solving skills, attention to detail, prioritization, and ability to work independently under pressure.
Business Analyst – Consulting Manager – Banking and Financial Services
Teaneck or Charlotte
$110k-$130k/yrRemoteFull Time
CognizantNASDAQ: CTSH: Global professional services providing technology and consulting services.
Proven business analysis experience with BRD/FRD and user stories, Agile delivery, risk/compliance exposure, and familiarity with AI/GenAI platforms and stakeholder management.
Associate Analyst, Operations - Performance and Data Recon
Tempe or Fort Mill
$21-$35/hrOnsiteFull Time
LPL FinancialNasdaq: LPLA: Independent broker-dealer and wealth management platform.
1+ YOERequires 1+ year of financial services client-facing or operations experience, strong communication, organization, analytical, problem-solving, and prioritization skills. Bachelor's degree and SIE preferred.
Client Works, Dynamics, NICE, Microsoft Excel, Microsoft Word, Microsoft Office
TruistNYSE: TFC: US-based banking and financial services institution.
4+ YOEBachelor's degree in business or equivalent training, 4+ years in banking or financial services, strong analytical, communication, collaboration, project execution, risk management, and Microsoft Office skills; occasional travel required.
5+ YOEBachelor’s degree or equivalent experience and 5+ years in business analysis, platform support, product support, operations, technology delivery, or financial services; requires requirements gathering, testing, stakeholder coordination, and issue resolution.
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
Loan Support Analyst - Collateral Operations - Midland
Overland Park or Birmingham or Farmers Branch or Atlanta or Little Rock or Dallas or Charlotte
OnsiteFull Time
Midland Loan Services: Commercial real estate loan servicer and asset manager serving lenders, investors, and PNC businesses.
4+ YOEAssociate degree or equivalent and 4+ years of related business or functional experience; requires financial analysis, loan documentation, regulatory compliance, risk mitigation, accuracy, communication, and critical thinking skills.