Financial Operations Analyst
Insight Global
Overview Looking to join a global banking institution in Charlotte, NC? Please apply today! ***this must sit in Charlotte, NC*** Job Title: Financial Operations Analyst Location: Charlotte, NC (3x/week onsite) Duration: Contract through the end of year (12/31/2026) with high potential to extend and/or convert FTE! Pay Rate: 40-46/hour Job Description: The Financial Analyst will be responsible for providing analytical support for a Global Markets Operations function encompassing one or more operational product areas including Cash and Collateral Management. Key responsibilities include analyzing and resolving semi-complex operational issues and initiatives as well as day-to-day responsibilities requiring exceptional handling and cross team coordination between multiple operations teams and functions. Job expectations include managing day to day functions such as wiring funds, account balancing, collateral management, trade comparison, break resolution, intraday projections, as well as collaboration opportunities such as projects and the introduction of new initiatives. Functions: Timely and accurate cash management functions. Perform daily reconciliations and event monitoring. Analysis of Fed and DTC securities used as collateral. Perform basic analytics to resolve account balancing discrepancies Production of daily reports – distribute daily reports to the Trading desk, Business Partners and Senior Management (requiring a high level of attention to detail) Resolve queries – Investigate any issues raised to the team, liaising with Front Office, Back Office, Finance and/or the client, as necessary. Involvement in a broad range of initiatives across multiple platforms driven by both the Business and Trade Control and work to ensure they are effectively implemented and delivered. Requirements: Presentable, confident and client focused. Client facing experience or ability to conduct discussions with Clients in a confident manner Excellent communications skills and ability to present to an audience Ability to multi-task and manage time wisely High Attention to Detail 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 Sense of urgency and understanding of break escalation Self-motivated and able to work unsupervised. Candidate will be able to manage own time and know when to escalate Required skills/experience/education: Strives to bring new thoughts and ideas to teams to drive innovation and unique solutions Excels in working among diverse viewpoints to determine the best path forward Experience in connecting with a diverse set of clients to understand future business needs - is a continuous learner Commitment to challenging the status quo and promoting positive change. Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base Believes in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the world Experience with traded cash securities products Familiarity with systems and functions used for wiring cash, performing manual journal entries, and general banking applications #J-18808-Ljbffr
- ...Contract (W2), Weekly Pay (40 hours/week) Desired Start Date: ASAP Calculated Hire is in search of a Securities Operations Representative II for our Fortune 100 Financial Services company. You will be responsible for the following components: Job Description: Perform various...SuggestedWeekly payContract workWork experience placementImmediate start
- ...Billing Operations Analyst Location: Charlotte, NC (28269) Job ID: #72822 Pay Range: $28-34 Shifts: 7a-4p or 8a-5p M-F. Hybrid - after training... ...* Foster a culture of continuous improvement * Demonstrate financial acumen Benefits provided: 401K, medical, dental, and vision,...SuggestedWork experience placementWork at officeShift work
$58k - $66.56k
...identity, age, national origin, ancestry, citizenship, disability, or veteran status. Seniority level Associate Employment type Full-time Job function Analyst, Accounting/Auditing, and Finance Industries Financial Services, Banking, and Investment Banking #J-18808-Ljbffr...SuggestedFull time- ...HVAC and building services industry, is seeking a Billing Operations Analyst to support the North America Field Service organization. This... ...Knowledge of SAP, Salesforce, and/or ServiceMax. Strong financial acumen and analytical skills. Continuous improvement mindset...SuggestedWork at officeRemote workMonday to Friday2 days per week
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- ...Job Title: Financial Business Analyst Location: Charlotte, NC 28273 (Onsite) Duration: 06 Months Detailed Job Description Financial BA Planner with excel programming. BA with good communication and data skills. Domain Experience in financial planning...
- ...Financial Analyst (This role is based in Charlotte, NC and will be hybrid in office 3-4 days per week.) What we believe In the past two years... ...to the firm’s financial and commercial data reporting operations. Acting as a partner to the global finance team, client-facing...Work at officeFlexible hours3 days per week
$70k - $90k
...client service. Essential Duties and Responsibilities Build new financial models to improve financial analysis reporting and/or renewal... ...and efficiency Quality review/proof exhibits prepared by analysts for mathematical, formulaic, spelling, grammatical and branding...- ...Financial Analyst We are looking for a Financial Analyst to play a key part in budgeting, forecasting, and financial analysis, collaborating... ..., and reporting inquiries and issues; interact with Operational Finance teams regarding project results, forecasting and budgets...Work experience placement
- ...The Senior Financial Analyst is a strategic, high-visibility role that partners directly with senior leadership to shape financial strategy... ...processes while translating complex financial and operational data into clear, actionable insights used at the executive level...Work at office
$77.12k - $138.81k
...USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional... ...handling forecasting analytics. This role will require an experienced analyst to independently apply actuarial methods for accurate pricing...H1bWork at officeRemote workRelocation packageFlexible hours$103.45k - $197.73k
...USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional... ...Indications , and Reserving teams. As a dedicated Actuarial Analyst I , you will be a near-credentialed analyst responsible for independently...H1bWork at officeRemote workRelocation packageFlexible hours- ...Financial Analyst: Prepare monthly analysis of budget/plan to actual revenue and expenses for the company Perform advanced reporting and analysis using Excel, including macros, indexes, conditional lists, arrays, pivots, and lookups to assess present and future financial...
- ...Position Summary Senior Financial Analyst is responsible for supporting financial planning, project performance analysis, and strategic decision... ...initiatives including growth planning, acquisitions, or operational improvements. Support audits and compliance requirements....Contract workLocal area
$85k - $100k
...Job Title: Financial Analyst Job ID: 88477 Location: Charlotte, North Carolina What you will be doing: Assist in the preparation of the annual... ...reporting inquiries and issues. Regular interaction with Operational Finance teams with respect to project results, forecasting...Work experience placement- ...America is seeking a detail-oriented and collaborative Senior Financial Analyst to support Foodbuy LLC. This role is integral to delivering... ...attention to detail. Success in this role requires the ability to operate independently, exercise sound professional judgment, and...Local areaFlexible hours
- ...Job Summary Works with finance, operational and administrative organizations to ensure that the business is operating efficiently and profitably... ...of operational metrics. Ensures that budgets, forecasts and financial results are presented in conformity with corporate direction...Work at office
- ...Overview Join to apply for the Business Operations Analyst role at Spectrum . This role requires the ability to work lawfully in the U.S. without employment-based immigration sponsorship, now or in the future. Are you positive and proactive with a passion for business...Full timeWork at officeLocal areaVisa sponsorship
- ...AccruePartners What You Will Do: Prepare timely and accurate month‑end financial reports for a wide range of stakeholders, from C‑suite... ...with field personnel across various locations to support operational and financial goals. Utilize financial and business acumen to...Full time
- ...25 Best Places to Work. Position Summary The Finance team is focused on delivering and developing key financial metrics for the organization. The Junior FP&A Analyst plays a critical role in driving financial insight, supporting strategic decision-making, and enhancing...Temporary work
- ...Location Onsite listed in the posting Summary Growth oriented Corporate Treasury team is looking to add an experienced financial analyst/client specialist to help build new Wholesale Public Funds (WPF) Desk. This role provides assistance to the Head of Wholesale Public...Work at officeLocal area
- ...Credit Karma is a mission-driven company, focused on championing financial progress for our more than 140 million members globally. While... ...launches, growth initiatives, cost saving initiatives and operational investments Analyze key trends and metrics across member behavior...
$120k - $130k
...provider of Safety and Security solutions, PE-backed platform operating across the U.S. under 8 distinct brands. This is a company... ...and rewarded. They are looking for you, an experienced Senior Financial Analyst who can build sophisticated financial models, own the...Work at officeFlexible hours- ...The Husqvarna Division Financial Analyst position is responsible for assisting in all financial planning and analysis activities for Husqvarna Division, including budgeting, forecasting, and other analyses. The role also supports the Husqvarna North America Transformation...Work at office
- ...through simple, scalable, and innovative solutions. Operating at the intersection of B2B and D2C, we offer software, financial products, and services that drive real... ...Markets. Summary of Role The Portfolio Management Analyst on the Capital Markets team will own the...Local areaShift work
$115k
...Job Overview – Senior Financial Analyst – 34357 This is a 3‑day in / 2‑day out role in the Charlotte, NC area. Our client is not offering... .... Develop financial models and scenario analyses to support operational, commercial, and strategic initiatives. Partner directly with...Relocation package- ...Responsibilities Participate in annual budgeting, quarterly forecasting, and long‑range planning processes Develop and maintain robust financial models, including scenario analysis and sensitivity testing Analyze monthly results versus budget/forecast, identifying key...
$80k - $90k
## Financial Planning AnalystApplyremote type: Hybridlocations: Charlotte, NCtime type: Full... ...and insights.As a Financial Planning Analyst, you will support the preparation of financial... ...all voices while winning together.* Operating with Excellence, in learning fast,...Full timeInternshipWork at officeFlexible hours- ...experience (would be willing to take a senior analyst) Pro Forma analysis experience... ...to-Day: Insight Global is looking for a Financial Analyst to work for one of our largest healthcare... ...team provides financial analysis and operational support for healthcare facilities in...Monday to Friday3 days per week
$84k - $98k
...of the largest annuity and life insurance providers in the U.S. Study materials, study time, and exam fees paid for by Brighthouse Financial. Direct exposure to leaders, mentors, and learning opportunities. 24-month rotational work assignments to promote career growth....Temporary workRemote workFlexible hours
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