Financial Analyst

2 weeks ago


Charlotte, United States Insight Global Full time

Position: Financial Settlements Analyst

Location: Charlotte (5x/week onsite for first 2 months, then hybrid 3/week onsite)

Duration: 12 months contract - potential to extend or flip permanently


Required Skills:

  • Presentable, confident and detail oriented
  • 1-2 years experience in financial services/banking – operations/middle office experience preferred
  • Good data analytical skills (Excel)
  • Excellent communications skills
  • Ability to work under pressure in a team environment
  • Ability to liaise with all levels of the firm and people with different experiences and backgrounds
  • Self-motivated and able to work unsupervised. Candidate will be able to manage own time and know when to escalate

Preferred Skills:

  • Previous settlements experience
  • Securities Industry knowledge (SIE certification, Series 7, 66, etc.)
  • Bachelor’s Degree: Business, Finance, and/or accounting concentration


DAY TO DAY:

Equity Allocations Associate for Institutional Trading- The position is responsible for providing superior customer service for both the underlying customer base and sales force, in support the firm’s global business strategies. Responsibilities include timely and accurate allocation and confirmation of Global Equities. The associate will need to establish a strong working partnership with the customer base and sales force, supporting strategic initiatives to increase same day allocation and STP rates. It is critical that the associate be detail oriented in monitoring and controlling exposure to the bank and our clients. Required Skills: Strong oral and written communication skills with emphasis on establishing and maintaining quality control procedures, and effectively liaison with external and internal parties, clients and colleagues. Desired Skills: Advanced Excel knowledge (macros, pivot tables, VLOOKUP, etc.).

Responsibilities:

∙ Resolution and escalation of unmatched trades for Clients

∙ Timely response to client queries regarding the processing of their trades

∙ Liaising with other internal departments to ensure timely resolution of issues

∙ Involvement in ad hoc projects for new processes or industry initiatives

∙ Breaks investigation and resolution


  • Financial Analyst

    1 month ago


    Charlotte, United States TalentBridge Full time

    Financial Analyst Connecting People with Their Purpose At TalentBridge, we know success begins with personal connections, and our goal is to fully understand your values, motivations, and passions, then to connect you with companies whose values and motivations match your own. We have a client that is looking for a Financial Analyst that is a self-starter,...

  • Financial Analyst

    2 weeks ago


    Charlotte, United States TalentBridge Full time

    Financial Analyst Connecting People with Their Purpose At TalentBridge, we know success begins with personal connections, and our goal is to fully understand your values, motivations, and passions, then to connect you with companies whose values and motivations match your own. We have a client that is looking for a Financial Analyst that is a...

  • Financial Analyst

    1 month ago


    Charlotte, United States Staff Financial Group Full time

    Financial Analyst - FP&A - Entry Level Highly visible and broad functioning role that will assist with critical functions of business planning and reforecasting, valuations, and internal reporting processes. This role will be responsible for gathering information from across the platform to help produce forward looking financial statements and operating...

  • Financial Analyst

    1 week ago


    Charlotte, United States TalentBridge Holdings Corporation Full time

    Connecting People with Their Purpose At TalentBridge, we know success begins with personal connections, and our goal is to fully understand your values, motivations, and passions, then to connect you with companies whose values and motivations match your own. We have a client that is looking for a Financial Analyst that is a self-starter, team player and...


  • Charlotte, United States Truist Financial Corporation Full time

    The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one. 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...


  • Charlotte, United States TalentBridge Full time

    Senior Financial Analyst Are you a strategic financial analyst with a keen eye for detail and a passion for driving business growth? Do you thrive in a dynamic environment and enjoy collaborating with cross-functional teams? We are seeking a highly motivated Senior Financial Analyst to join our growing team and play a key role in supporting our financial...

  • Financial Analyst

    1 month ago


    Charlotte, North Carolina, United States BASF SE Full time

    At BASF, we create chemistry through the power of connected minds. By balancing economic success with environmental protection and social responsibility, we are building a more sustainable future through chemistry. As the world's leading chemical company, we help our customers in nearly every industry meet the current and future needs of society through...

  • Financial Analyst

    1 week ago


    Charlotte, United States Addison Group Full time

    Role : Financial Analyst Location : Huntersville, NC Pay : $28 - $35 / hour Responsibilities: Financial planning process within supply chain Helping with monthly forecast, inventory projections Purchases and receipts Monitoring weekly performance and measure Requirements: Supply Chain experience Forecasting/Financial planning/analyst experience System:...


  • Charlotte, United States TalentBridge Holdings Corporation Full time

    Are you a strategic financial analyst with a keen eye for detail and a passion for driving business growth? Do you thrive in a dynamic environment and enjoy collaborating with cross-functional teams? We are seeking a highly motivated Senior Financial Analyst to join our growing team and play a key role in supporting our financial planning and analysis...


  • Charlotte, United States Jones Lange Lasalle, Inc. Full time

    Detailed data analysis including Budget vs Actual spending and Forecast vs current trend spending for a large Real Estate portfolio of more than 2,700 sites. - Annual Budget planning preparation and development - Monthly and Quarterly Report generati Financial Analyst, Financial, Analyst, Senior, Skills, Technology, Property Management, Reporting


  • Charlotte, United States TalentBridge Full time

    SENIOR FINANCIAL ANALYST   Job #: 24-02123   Connecting People with Their Purpose   At TalentBridge, we know success begins with personal connections, and our goal is to fully understand your values, motivations, and passions, then to connect you with companies whose values and motivations match your own.   About the Role We are partnering with the CFO...


  • Charlotte, United States Randstad North America, Inc. Full time

    This role will provide primarily Business Analyst support for Project Managers in the form of requirements/user story gathering and writing, as well as a number of other PM/ BA tasks that occur during a project (e.g. project documentation, working wi Business Analyst, Financial, Analyst, Project Manager, Business, Staffing, Business Services


  • Charlotte, United States BrightSpeed Full time

    Job Description We are currently looking for an IT Financial Data Analyst to join our growing team! In this role, you will report directly to the Manager, Financial Systems in compiling, synthesizing, analyzing and reporting information related to Brightspeed's financial systems which includes SAP ERP (S/4 HANA), BRIM, RAR, cloud-based data platforms...


  • Charlotte, United States AIR (Advanced Inhalation Rituals) Full time

    Who we are: Rituals are at the heart of all cultures. They are social, they are instinctive, and they are above all, shared. At AIR, our aim is to bring customer-centric, innovation-led and digitally amplified approaches to inhalation rituals for all communities and societies. Through the development of advanced, clean technologies and placing people at the...


  • Charlotte, United States BrightSpeed Full time

    Job Description We are currently looking for an IT Financial Data Analyst to join our growing team! In this role, you will report directly to the Manager, Financial Systems in compiling, synthesizing, analyzing and reporting information related to Brightspeed's financial systems which includes SAP ERP (S/4 HANA), BRIM, RAR, cloud-based data platforms...


  • Charlotte, United States Insight Global Full time

    Required Skills & Experience* 3+ years of data analysis experience* Good SQL and data querying skills and tools* BI Reporting - Tableau or Alteryx* Strong written and oral communication skills* Knowledge of data management fundamentals and experience implementing data solutions (working with data to perform analysis and propose process or technology changes)...


  • Charlotte, United States Insight Global Full time

    Required Skills & Experience* 3+ years of data analysis experience* Good SQL and data querying skills and tools* BI Reporting - Tableau or Alteryx* Strong written and oral communication skills* Knowledge of data management fundamentals and experience implementing data solutions (working with data to perform analysis and propose process or technology changes)...

  • Sr. Financial Analyst

    2 weeks ago


    Charlotte, United States True Commerce Full time

    Are you ready to unlock your true potential? Join a growing and global company where you can be part of a team that fuels supply chain solutions. Discover how you can make a big impact. We are looking for a highly motivated, energetic, and experienced Sr. Financial Analyst to support our FP&A team. The role is an excellent opportunity to support the Finance...


  • Charlotte, United States Sherpa | Recruiting, Staffing & Consulting Full time

    Compensation: $120k Job Overview – Senior Financial Analyst - 32104 Senior Financial Analyst role for a qualified FP&A person. Profitable and growing company with a hybrid work schedule, This is a great role for some looking to make an impact with his/her analysis. Requirements Strong tech skills, including Excel, Tableau, Power BI, PowerPoint etc Strong...


  • Charlotte, United States AIR (Advanced Inhalation Rituals) Full time

    Who we are:Rituals are at the heart of all cultures. They are social, they are instinctive, and they are above all, shared. At AIR, our aim is to bring customer-centric, innovation-led and digitally amplified approaches to inhalation rituals for all communities and societies. Through the development of advanced, clean technologies and placing people at the...