Current jobs related to Chief Analyst for Financial Planning - Charlotte, North Carolina - City of Charlotte

  • Senior Financial Analyst

    4 days ago

    Charlotte, North Carolina, United States Allspring Full time

    About the RoleThe Senior Financial Analyst - Chief Operations Office will play a critical and highly visible role in financial support of the Chief Operations Office (COO), with budgets totaling more than $150MM. The COO team includes Global Fund and Client Services, Global Investment Services, Market Data, COO Admin and Human Resources. Strong collaboration...

  • Senior Financial Analyst II

    4 days ago

    Charlotte, North Carolina, United States Truist Financial Full time

    Job SummaryWe are seeking a highly skilled Senior Financial Analyst II to join our team at Truist Financial Corporation. As a key member of our Finance division, you will be responsible for providing strategic financial analysis and guidance to support key decisions and initiatives.Key ResponsibilitiesCollaborate with cross-functional teams to ensure...

  • Senior Financial Analyst

    1 week ago

    Charlotte, North Carolina, United States Compass Group, North America Full time

    Senior Financial Analyst - Strategy and PlanningCompass Group, North America is seeking a highly skilled Senior Financial Analyst to join our Strategy and Planning department. As a key member of our team, you will be responsible for managing sector reporting packages, identifying business challenges, and providing financial insights to...

  • Senior Financial Analyst II

    3 weeks ago

    Charlotte, North Carolina, United States Truist Financial Corporation Full time

    Job SummaryWe are seeking a highly skilled Senior Financial Analyst II to join our team at Truist Financial Corporation. As a strategic business consultant, you will provide financial analysis and guidance to support key decisions and initiatives across various lines of business.Key ResponsibilitiesDevelop and maintain financial models to support business...

  • Chief Financial Officer

    2 weeks ago

    Charlotte, North Carolina, United States Finzly Full time

    Chief Financial OfficerFinzly, a leading provider of real-time banking solutions, is seeking a seasoned Chief Financial Officer to join its senior leadership team. As a key member of the executive team, the CFO will be responsible for professionalizing the finance organization, establishing processes to accelerate growth, and driving financial...

  • Chief Financial Officer

    2 weeks ago

    Charlotte, North Carolina, United States Gecko Hospitality Full time

    Chief Financial Officer / Controller Job DescriptionWe are seeking a highly skilled and experienced Chief Financial Officer / Controller to join our team at Gecko Hospitality. As a key member of our leadership team, you will be responsible for overseeing all aspects of financial management, including financial reporting, expense planning, commercial...

  • Financial Analyst

    2 weeks ago

    Charlotte, North Carolina, United States Staff Financial Group Full time

    Job SummaryWe are seeking a highly skilled Financial Analyst to join our team at Staff Financial Group. The ideal candidate will have a strong background in construction accounting and experience with project management software.Key Responsibilities:Process AIA owner and subcontractor documentsAssist management with profitability projections and investigate...

  • Senior Financial Analyst

    2 weeks ago

    Charlotte, North Carolina, United States Compass Group, North America Full time

    Senior Financial Analyst - Strategy and PlanningCompass Group, North America is a leading foodservice and support services company with a strong presence in the US market. We are seeking a highly skilled Senior Financial Analyst - Strategy and Planning to join our team.Key Responsibilities:Manage sector reporting packages for Compass Group NA Officers and...

  • Senior Financial Analyst

    7 days ago

    Charlotte, North Carolina, United States Banyan Search Full time

    Job SummaryAs a Senior Financial Analyst, you will play a key role in shaping financial strategies and enhancing business intelligence at Banyan Search. This position offers the opportunity to collaborate with senior leaders to foster financial growth and success.Key Responsibilities:Analyze financial data, including profit/loss and loss ratios, to provide...

  • Senior Financial Analyst

    7 days ago

    Charlotte, North Carolina, United States Compass Group, North America Full time

    Compass Group, North America is seeking a highly skilled Financial Analyst - Strategy & Planning to join our team. This key role within the Strategy and Planning department will focus on Sector Internal Reporting, Budget/Forecasting within North America consolidation reporting.The ideal candidate will have a strong background in finance and accounting, with...

  • Financial Planning Specialist

    3 days ago

    Charlotte, North Carolina, United States beBee Professionals Full time $60,000 - $80,000

    About beBee Professionals:beBee Professionals is dedicated to creating a dynamic and supportive professional networking platform. Our mission is to provide a platform where professionals can thrive and grow. As a Financial Analyst, you will play a critical role in ensuring our continued growth and innovation.Key Responsibilities:Develop and maintain...

  • Chief Financial Strategist

    2 weeks ago

    Charlotte, North Carolina, United States Recruit Up, LLC Full time

    Job Title: Chief Financial StrategistUnited Utility is a pioneering force in the electric utility industry, dedicated to providing comprehensive and innovative offerings that support power infrastructure investments across the United States. As the parent company to industry-leading utility service contractors specializing in transmission, distribution,...

  • Senior Financial Analyst

    2 weeks ago

    Charlotte, North Carolina, United States Staff Financial Group Full time

    Job SummaryWe are seeking a highly skilled Senior Financial Analyst to join our team at Staff Financial Group.The ideal candidate will have a strong background in construction accounting and a proven track record of managing job cost accounting, budget control, and change order tracking.Key Responsibilities:Process AIA owner and subcontractor documentsAssist...

  • Financial Analyst

    2 weeks ago

    Charlotte, North Carolina, United States Lennar Full time

    Financial Analyst Job DescriptionLennar is seeking a detail-oriented Financial Analyst to join our team. As a Financial Analyst, you will be responsible for the completion and accuracy of financial reporting, data modeling and extraction, analytics and analysis, ad-hoc reporting, proformas, and accounting functions at month end.Key Responsibilities:Assist in...

  • Financial Analyst

    2 weeks ago

    Charlotte, North Carolina, United States Lennar Homes Full time

    Financial Analyst Job DescriptionLennar Homes is seeking a detail-oriented Financial Analyst to join our team. As a Financial Analyst, you will be responsible for the completion and accuracy of financial reporting, data modeling and extraction, analytics and analysis, ad-hoc reporting, proformas, and accounting functions at month end.Key...

  • Chief Financial Officer Intern

    4 weeks ago

    Charlotte, North Carolina, United States USAA Full time

    About USAAUSAA is a leading financial services organization dedicated to facilitating the financial security of its members, associates, and their families. Our mission is to provide a full range of highly competitive financial products and services that meet the unique needs of the military community.Job SummaryWe are seeking a highly motivated and...

  • Financial Planning and Analysis Lead

    3 days ago

    Charlotte, North Carolina, United States Allspring Full time

    About the RoleThe FP&A Lead (COO and Engineering and Technology) will report to the Head of Corporate Finance and will manage a team of finance business partners. This position will be based in Charlotte and the individual will be required 3 days/week in the office. This role will support the Chief Operations Office and our Engineering and Technology...

  • Chief Financial Strategist

    3 days ago

    Charlotte, North Carolina, United States AccruePartners Full time

    Financial Leadership OpportunityAccruePartners is seeking a highly skilled Chief Financial Strategist to lead our financial planning and analysis efforts. As a key member of our leadership team, you will be responsible for developing and implementing financial strategies that drive business growth and profitability.Key Responsibilities:Lead and own all...

  • Financial Analyst

    2 weeks ago

    Charlotte, North Carolina, United States Lennar Full time

    Financial Analyst Job DescriptionLennar is seeking a detail-oriented Financial Analyst to join our team. As a Financial Analyst, you will be responsible for the completion and accuracy of financial reporting, data modeling and extraction, analytics and analysis, ad-hoc reporting, proformas, and accounting functions at month end.Key Responsibilities:Assist in...

  • Senior Financial Analyst

    1 week ago

    Charlotte, North Carolina, United States Compass Corporate Full time

    Job OverviewCompass Corporate is seeking a highly skilled Senior Financial Analyst - Strategy and Planning to join our team. This key role will be responsible for managing sector reporting packages, identifying business challenges, and providing financial insights to leadership.Key Responsibilities:Manage monthly sector reporting packages for Compass Group...

Chief Analyst for Financial Planning

2 months ago

Charlotte, North Carolina, United States City of Charlotte Full time

Introduction


The City of Charlotte, with a workforce exceeding 7,000 and managing a substantial budget of $2.39 billion, is dedicated to fostering a vibrant community that serves as an exceptional place to live, work, learn, and enjoy.

Charlotte Water, a key enterprise department within the City, stands as one of the largest public water and sewer service providers in the southeastern United States, serving over 300,000 customer accounts with a dedicated team of more than 1,000 employees.

Our service area encompasses the City of Charlotte, Mecklenburg County, and neighboring towns, ensuring comprehensive coverage for our community.

The fiscal year 2023 budget for Charlotte Water is $535 million, supported by a five-year capital program amounting to $2.5 billion.

Our department has achieved the highest credit ratings from all three major credit rating agencies, a testament to our prudent financial management and robust support from the City Council.

We seek skilled and competent candidates who prioritize customer service and thrive in a collaborative team environment.

Overview


As the largest municipality in North Carolina and the 15th largest city in the United States, Charlotte boasts a population of over 897,000 residents.

A prominent hub for commerce, Charlotte is home to several of the nation’s largest financial institutions and technology firms.

Known as the Queen City, Charlotte also hosts the Carolina Panthers, the Charlotte Hornets, and the NASCAR Hall of Fame.

We are committed to ensuring that our community remains a thriving city for all, providing a remarkable environment for living, working, learning, and recreation.

Join us in our mission to maintain the vitality of our City, promoting opportunities for growth and advancement in the workplace.

Summary
This role encompasses the responsibilities of revenue generation, accounting, and comprehensive financial analysis for the department.

Key tasks include the examination of fiscal data, provision of financial insights to various management levels, compliance auditing, and offering training and guidance on financial processes and policies.

This position involves moderate to advanced analytical duties and includes the supervision of a budget and financial analyst.

Major Duties and Responsibilities

  • Develop and monitor the department's annual revenue forecasts.
  • Review and compute rates and fees applicable to the utility.
  • Annually enhance and update various cost allocation plans and conduct activity-based costing analyses as needed.
  • Engage in annual financial reporting activities to support Citywide ACFR development, ensure GASB compliance, facilitate SEC filings, and generate various internal financial reports.
  • Oversee the department's Capital Assets and Grants Budget and Finance Analyst.
  • Guarantee timely and precise accounting of department assets (fixed, rolling stock, intangible, donated, etc.) in line with established policies and financial systems.
  • Identify opportunities for adjustments and enhancements to the Charlotte Water Revenue Manual.
  • Administer department revenue contracts.
  • Conduct informal internal audits of financial and related areas.
  • Collaborate with stakeholders across City departments and within Charlotte Water to address challenges, develop processes/procedures, and optimize team resources.
  • Process transactions in the financial system as required.
  • Ensure historical accuracy by documenting procedures and decisions, maintaining necessary documentation, and providing required documents as needed.
  • Represent the department's financial interests in various committees.
  • Provide training to support financial-related activities and processes.
  • Perform other related duties as assigned with professionalism and tact.

Knowledge, Skills & Abilities

  • Familiarity with governmental accounting principles and fund accounting systems.
  • Ability to compile, interpret, and analyze statistical data and variances.
  • Proficiency in ERP Systems (Munis, Workday), Microsoft Office Suite, SharePoint, and Financial/HR Software (Clarity, Concur, Peoplesoft).
  • Capability to navigate complex situations while providing clarity and focus.
  • Competence in managing sensitive personnel matters.
  • Expertise in implementing GASB statements.
  • Strong written and verbal communication skills for one-on-one, small group, and presentation contexts.
  • Ability to prioritize, organize, and coordinate multiple projects in a fast-paced environment with tight deadlines.
  • Proficiency in Microsoft Excel.
  • Strong interpersonal communication skills.
  • Commitment to delivering excellent customer service.
  • Ability to lead interactions with direct reports and stakeholders.
  • Capacity to perform routine job duties with minimal supervision and tackle assignment challenges with critical thinking.
  • Ability to establish and maintain effective working relationships.
  • Skill in facilitating meetings, actively listening, and persuading others to accept recommendations.
  • Ability to research, obtain, and provide accurate and clear information.

Preferred Qualification

  • Bachelor's degree in business administration, accounting, public administration, or a closely related field from an accredited institution, along with three (3) years of relevant professional experience in financial functions demonstrating analytical and quantitative skills, preferably in a public sector environment; or two years of experience and a master's degree in a related field.
  • Certification as a Certified Public Accountant (CPA) or Certified Management Accountant (CMA).

Minimum Qualifications

  • High School Graduate or Equivalent.
  • Seven (7) years of relevant professional experience in financial functions demonstrating analytical and quantitative skills, preferably in a public sector environment.

OR

  • 2-Year College Degree in business administration or accounting.
  • Five (5) years of relevant professional experience in financial functions demonstrating analytical and quantitative skills, preferably in a public sector environment.

OR

  • Bachelor's Level Degree in business administration, accounting, public administration, or a closely related field from an accredited institution.
  • Three (3) years of relevant professional experience in financial functions demonstrating analytical and quantitative skills, preferably in a public sector environment.

OR

  • Master's Level Degree in business administration, accounting, public administration, or a closely related field from an accredited institution.
  • One (1) year of relevant professional experience in financial functions demonstrating analytical and quantitative skills, preferably in a public sector environment.

Conditions of Employment


The City's Background Check Policy mandates that background checks be conducted on final candidates applying for any position with the City of Charlotte.

The background check process includes, but is not limited to, reference checks, social security verification, education verification, criminal conviction record checks, and, if applicable, credit history checks, sex offender registry checks, and motor vehicle records checks.


Background checks must comply with all federal and state statutes, including the Fair Credit Reporting Act (FCRA).

These checks require organizations to obtain a candidate's written authorization before obtaining a criminal background report, motor vehicle records check, or credit report, and to properly store and dispose of information derived from such reports. Final candidates must successfully complete a pre-employment drug screening and physical examination. During the selection process, candidates may be asked to participate in skills tests and/or other assessments.

The City is an Equal Opportunity Employer and will consider reasonable accommodations as required by law.

How To Apply

Apply online.

Federal law requires employers to provide reasonable accommodations to qualified individuals with disabilities. Please inform us if you require a reasonable accommodation to apply for a job.

We have workstations available for applicants.

Our office operates Monday through Friday, 8 a.m. to 5 p.m. (EST), excluding official City holidays.



For any technical issues with the application process, assistance is available.

Benefits

The City of Charlotte offers a comprehensive benefits package to all employees.

Learn more about the City of Charlotte's benefits.

The City of Charlotte maintains a drug and alcohol-free workplace.

In conclusion:
If you encounter technical issues while submitting your application, assistance is available.