FPA Reporting Analyst

1 month ago


Charlotte, United States Omada Search Full time

Our client is a PE-backed organization in the tech space and they are seeking a highly motivated and experienced FP&A Analyst. This role is integral to the growing finance team, focusing on customizing and enhancing the financial reporting package and developing forecasting capabilities. The position starts on a contract basis with the potential for full-time conversion.

Key Responsibilities:

Customize and enhance the existing financial reporting package to allow data slicing across four different products.Develop and implement a 12-month forecasting model.Work closely with the CFO and Controller to support financial planning and analysis activities.Assist in the integration of newly acquired companies and the optimization of financial processes.Utilize Excel for large-scale financial projects and reporting.Collaborate with the team to improve overall financial reporting and forecasting functions.Support the financial aspects of M&A transactions, with 1-2 transactions expected annually.

Qualifications:

Bachelor’s degree in Finance, Accounting, or a related field.CPA qualification highly desirable.Proven experience in financial planning and analysis, particularly in project-based roles.Strong proficiency in Excel; experience with Netsuite is beneficial.Excellent analytical and problem-solving skills.Ability to work independently and collaboratively in a fast-paced environment.Strong communication skills, both written and verbal.





  • Charlotte, United States Omada Search Full time

    Job DescriptionJob DescriptionOur client is a PE-backed organization in the tech space and they are seeking a highly motivated and experienced FP&A Analyst. This role is integral to the growing finance team, focusing on customizing and enhancing the financial reporting package and developing forecasting capabilities. The position starts on a contract basis...


  • Charlotte, United States Wells Fargo Full time

    Wells Fargo is seeking a Lead Financial Reporting Analyst to join our Regulatory Interpretations Team. This person would work closely with internal and external stakeholders, contributing to a collaborative team that provides the final Wells Fargo vi Reporting Analyst, Financial, Reporting, Analyst, Lead, Accounting, Banking, Business Services


  • Charlotte, United States Truist Financial Corporation Full time

    Complete and interpret a variety of complex accounting and financial reporting activities to support the timely preparation, review, production and distribution of internal and external corporate and bank financial reports and data submissions, inclu Reporting Analyst, Financial, Leadership, Accounting, Reporting, Analyst, Banking, Business Services


  • Charlotte, United States Adecco Full time

    Regulatory Reporting Analyst (Basel, FFIEC 031, FFIEC 101/102, FFIEC 009, FR Y-9C, FR Y-11/12/15)Must be located in Charlotte, NC.Regulatory Reporting experience required.Adecco is seeking an Axiom Implementation Business Analyst to support its regulatory reporting initiatives. The ideal candidate will have a strong background in business analytics, data...


  • Charlotte, United States Adecco Full time

    Regulatory Reporting Analyst (Basel, FFIEC 031, FFIEC 101/102, FFIEC 009, FR Y-9C, FR Y-11/12/15)Must be located in Charlotte, NC.Regulatory Reporting experience required.Adecco is seeking an Axiom Implementation Business Analyst to support its regulatory reporting initiatives. The ideal candidate will have a strong background in business analytics, data...


  • Charlotte, North Carolina, United States LHH Recruitment Solutions Full time

    Position OverviewLHH Recruitment Solutions is in search of a Financial Reporting Analyst to become a vital part of our client’s team in South Charlotte. This organization promotes a collaborative atmosphere, offers a profit-sharing initiative, and provides opportunities to engage with senior leadership.Key Responsibilities:Conducting variance...


  • Charlotte, United States United Services Automobile Association Full time

    Why USAA? Lets do something that really matters. At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all of our employees served in our nations military, but we all Reporting Analyst, Financial, Reporting, Analyst, Lead, Regulatory, Business Services


  • Charlotte, United States Huntington Bancshares, Inc. Full time

    Huntington is seeking an experienced Senior Liquidity Reporting Analyst to support production, manage data requirements and issue management of Liquidity Regulatory Reporting including FR 2052 a report and underlying frameworks. The individual will b Reporting Analyst, Treasury, Analyst, Reporting, Senior, Regulatory, Technology, Banking


  • charlotte, United States Apex Systems Full time

    Business Reporting Analyst - Cyber ResilliencyLarge Banking ClientDuration: 3 month contract to hireLocations: Charlotte, NC / Atlanta, GA (Preferred) - OR Austin, TX / Dallas, TX / Raleigh, NCHybrid - 4 days onsite, 1 RemoteTop Must Have skills: 5+ years as a Business Analyst, Business Data Analyst, Reporting Analyst - or something similarLarge Industry /...


  • Charlotte, North Carolina, United States Truist Full time

    Job SummaryWe are seeking a highly skilled Regulatory Reporting Governance Analyst to join our team at Truist. As a key member of our governance and risk management team, you will play a critical role in supporting the implementation and monitoring of governance programs related to our regulatory reporting function.Key ResponsibilitiesSupport the development...


  • Charlotte, North Carolina, United States Insight Global Full time

    Insight Global - Senior Financial Reporting Analyst - Charlotte, North Carolina Insight Global is in search of a proficient and seasoned Senior Financial Reporting Analyst to support our extensive renewable energy client's Accounting division. This position will be accountable for evaluating all compliance and reporting facets of designated solar and wind...


  • Charlotte, United States United Services Automobile Association - USAA Full time

    As a dedicated Financial Reporting Analyst Mid-Level, you will prepare and delivers financial statements, regulatory reports, and the associated analysis used by internal and external stakeholders to meet regulatory and compliance reporting requireme Reporting Analyst, Financial, Regulatory, Reporting, Analyst, Microsoft, Business Services


  • Charlotte, United States LendingTree Full time

    This position is based in the Charlotte, NC area with a hybrid work schedule of three days per week in office (Tues, Wed, Thurs) and two days WFH. We are not offering relocation support at this time, candidates must be based in Charlotte, NC. Our Reporting Team is the last link in the data chain, enabling users to glean reliable business insights. We are...


  • Charlotte, United States LendingTree Full time

    Job DescriptionJob DescriptionThis position is based in the Charlotte, NC area with a hybrid work schedule of three days per week in office (Tues, Wed, Thurs) and two days WFH. We are not offering relocation support at this time, candidates must be based in Charlotte, NC. Our Reporting Team is the last link in the data chain, enabling users to glean reliable...


  • Charlotte, United States LendingTree Full time

    This position is based in the Charlotte, NC area with a hybrid work schedule of three days per week in office (Tues, Wed, Thurs) and two days WFH. We are not offering relocation support at this time, candidates must be based in Charlotte, NC. Our Reporting Team is the last link in the data chain, enabling users to glean reliable business insights. We are...


  • Charlotte, North Carolina, United States LendingTree Full time

    Job OverviewThis role is situated in a hybrid work environment, requiring three days in the office and two days remote. Candidates must be based in the specified location.Our Reporting Team serves as the final component in the data lifecycle, empowering users to extract valuable business insights. We are in search of a Senior Reporting Analyst to enhance our...


  • Charlotte, United States Brightspeed Full time

    Job DescriptionJob DescriptionCompany DescriptionAt Brightspeed, we are reimagining how people live, work, play and connect by providing fast, reliable internet connections and an awesome customer experience in twenty states throughout the Midwest and South.Backed by funds managed by Apollo Global Management, our vision is to accelerate the upgrade of...


  • Charlotte, North Carolina, United States BrightSpeed Full time

    Job SummaryBrightSpeed is seeking a highly skilled Senior Regulatory Reporting Analyst to join our team. As a key member of our Regulatory Reporting function, you will play a critical role in supporting the Company's regulatory reporting cycle, including report preparation, data analysis, compliance, and certification.Key ResponsibilitiesRegulatory...


  • Charlotte, North Carolina, United States Deriva Energy Full time

    Job SummaryDeriva Energy is seeking a highly skilled and experienced Lead Accounting Analyst - Reporting to join our team. As a key member of our Reporting team, you will be responsible for reviewing and analyzing financial statements, debt service coverage ratios, and other compliance-related aspects of our solar and wind operating projects.Key...


  • Charlotte, United States Bank of America Full time

    Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities, and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for...