Associate Director, Financial Planning & Analysis
Barings
Title Associate Director, Financial Planning & Analysis Business Unit Financial Planning & Analysis Location Charlotte, NC Job Summary This position will support key financial processes, including forecasting, budget planning, and strategic analysis at a firm-wide level. The focus will be conducting financial analysis, modelling, forecasting, and reporting efforts to ensure efficient financial operations. This is a visible role that includes frequent interaction with key internal stakeholders, as well as external finance partners. The successful candidate will have the ability to effectively interact and influence across a matrix business organizational structure and closely liaise with internal and external partner teams. Primary Responsibilities Support the ongoing delivery of financial results and reporting Understand and manage analyses for highly visible incentives compensation Provide analytical support on a wide range of projects and cross-functional initiatives Proactively develop improvements to processes using available tools and AI aids Qualifications Minimum five years of experience within a finance function or with relevant experience in strategy/management consulting, investment banking, or corporate finance Bachelor's degree in accounting or finance required; MBA and/or CPA preferred Excellent analytical, communication (oral and written), and presentation skills Ability to work across all functions and levels of an organization Strong motivation, sense of urgency, high-level of energy, and problem-solving skills Takes ownership, responsibility for tasks and sees them through Advanced level of Excel and PowerPoint required Experience with Workday and Adaptive Planning a plus Experience with incentive compensation modeling a plus Barings is an Equal Employment Opportunity employer Minority/Female/Age/Sexual Orientation/Gender Identity/Individual with Disability/Protected Veteran. We welcome all persons to apply. Benefits Medical (including Virtual Care), Prescription, Dental, and Vision Coverage Fitness Center Reimbursement Program (Including Online Memberships) Employee Assistance Program (EAP) Fertility Benefits Highly competitive 401(k) Plan with Company Match Health Savings Account (HSA) with Company Contributions Flexible Spending Accounts (FSA) - Health Care & Dependent Care Retirement Health Reimbursement Account Life Insurance: Basic and Supplemental Life Insurance; Spouse and Child Life Insurance Time Off, Disability and Leave of Absence: Paid Vacation, Sick Days and Annual Holidays; Paid Leave of Absences (Maternity Leave, Parental Leave, Caregiver Leave, Bereavement Time); Short and Long Term Disability Plans; Paid Volunteer Time Education Assistance Program; Charitable Matching Gifts Program; Commuter Reimbursement Program; Adoption and Surrogacy Reimbursement Program Additional Information Barings is a leading global asset management firm dedicated to meeting the evolving investment and capital needs of our clients. We are committed to building long-term relationships with our associates and providing opportunities and support to help them succeed. With our expanding business and global footprint, Barings offers a wealth of opportunities for associates who share our culture, values and commitment to excellence in client service. Job ID #LI-JS1 #J-18808-Ljbffr
$180k - $230k
...The Finance team ensures Affirm remains financially sound and strategically positioned for growth. Our team manages financial planning, accounting, pricing, vendor management,... ...insights, accurate reporting, and careful analysis to support decision‑making. From day‑to‑day...SuggestedWork at officeRemote workFlexible hours$112.1k - $225.5k
...engagements, supporting clients with financial planning, forecasting, valuation, and transaction... ...structure initiatives through deal analysis and financial modeling. Prepares client... ...be eligible for hire as an experienced associate. RSM will consider for employment qualified...SuggestedWork experience placementInternshipLocal area$143k - $286k
...About this role As the Associate Director, Logistics Finance , you will serve as a strategic financial anchor for our global supply... ...process improvement across planning and reporting processes, including... .... Perform financial analysis of actual results, forecasts...SuggestedTemporary workWork at officeLocal area- ...Summary: Reporting to the Director, Strategic Finance, this role... ...executing the company’s strategic plan. The Manager, Strategic... ...performing team responsible for financial planning and performance... ...forecasting, budgeting, modeling, and analysis of emerging opportunities and...SuggestedFull time
- ...Job Description Job Description Manager, Financial Planning & Analysis (FP&A) High-Growth Acquisition-Oriented Private Equity Portfolio Company | Hands-On Builder Location: Charlotte, Tampa, or Bridgewater, NJ Reports to: CFO Role Overview The Manager...SuggestedLocal area
- ...Carolina, is seeking a hands‑on Financial Controller to lead its... ...to develop corrective action plans. Maintain the integrity of the... ..., Forecasting, and Financial Analysis Lead the annual budgeting process... ...any other protected characteristic. #J-18808-Ljbffr Parcc Associates
- ...strategic business consultant to lines of business, providing financial analysis and guidance for high-impact decisions including new product... ...development of short- and long-term forecasts and the annual financial plan. Operates with a high degree of independence and strategic...Temporary workWork at office
- ...operational leadership for all financial functions of the MECK Pre‑K... ...leadership role oversees financial planning, budgeting, forecasting,... ...Officer and Finance Director on special projects, strategic... ..., forecasting, and financial analysis to improve organizational efficiency...Full timeContract workCasual workLocal areaNight shiftAfternoon shift
- ...Director Of Finance Le Meridien Sheraton Charlotte Hotel is seeking... ..., and administering all financial operations of the hotel. The... ...accounting, and cashiers. · Plan and implement financial procedures... .... · Prepare financial analysis of hotel operations. · Prepare...Temporary workLocal area
- ...Job description Summary The Director of Finance is responsible for leading financial planning, analysis, budgeting, forecasting, and reporting for a growing car wash organization. This role partners closely with operations leadership to provide actionable financial...Full timeWork at officeMonday to FridayFlexible hoursWeekend workAfternoon shift
- ...consolidated forecasting and strategic planning. In this role, you will... ...as the source of truth for financial forecasting, partnering... ...budgeting and deliver ad‑hoc analysis for leadership and key... ...limited to traits historically associated with race such as hair texture...Work at officeLocal area
- ...Job Summary The Horizon Eye Care Chief Financial Officer (CFO) is a senior executive responsible... ...actions, including financial strategic planning, risk management, record-keeping, and... ...in financial software and data analysis tools. Demonstrated ability in negotiation...Full timeShift work
$180k - $210k
...seeking an experienced and strategic Chief Financial Officer (CFO) to lead the financial... ...guidance, operational insight, and strategic planning to support continued growth across... ...accurate financial reporting and performance analysis to ownership and executive leadership....Work at officeWork from home- ...team of business analysts and planners to drive strategic planning and analysis initiatives. You will work out of our Charlotte, NC location... ...to ensure budgets align with corporate goals and monitor financial performance against budget targets by developing and executing...Temporary workLocal areaFlexible hours
$85k - $100k
...dating to 1996, WestEnd helps financial advisors navigate full... ...translates global macroeconomic analysis into actionable investment decisions... ...Summary and Purpose: As an Associate Director, you will be an integral... ...Medical, Dental, Vision plans, Flexible PTO, Family Medical...Local areaFlexible hours- ...Chief Financial Officer (CFO) About the Company Connects investors and allocators through... ...instrumental in the strategic financial planning of the company, ensuring that the... ...include financial forecasting, budgeting, and analysis, as well as managing the financial risks...
- ...Chief Financial Officer (CFO) About the Company Fast-growing SaaS business Industry... ...in leading comprehensive financial planning, forecasting, and budgeting to support the... ...experience with financial planning and analysis software platforms, a background in fintech...
- ...Chief Financial Officer (CFO) About the Company Leading technology company driving sustainable... ...and executing comprehensive financial plans that align with the company's goals and... ...planning, budgeting, and financial analysis, and possess exceptional leadership...
$80k - $120k
...forecasting, revenue and expenditure variance analysis, capital assets reconciliations, check... ...and analyze accounting data and produce financial reports or statements. Establish and... ...on long-term business and financial planning. Qualifications: Proven working experience...Work experience placementCasual workLocal area- ...recruiting a strategic, hands-on Director of Tax to support our client’s... ...of tax compliance, provision, planning, and risk management, while... ...timely tax-related disclosures in financial statements and SEC filings. Provide tax insights and analysis to support budgeting,...Full timeLocal area
- ...Head of Financial Planning and Analysis About the Company Prominent private equity firm Industry Venture Capital & Private Equity... ...About the Role The Company is seeking an FP&A Director to establish and lead a top-tier financial planning and analysis...
- ...Health And Benefits Financial/Actuarial Manager As a Health and Benefits Financial/Actuarial... ...financing, and measurement and financial analysis of the full spectrum of employer health... ...with financial modeling of benefit plan designs, cost avoidance/funding strategies...Full timeTemporary workWork at officeLocal areaVisa sponsorshipWork visaFlexible hours
$138.15k - $168.85k
...Description: Providing for loved ones, planning rewarding retirements, saving enough for... ...team accountability during the financial close process , metrics m onitoring... ...and multiple systems to support complex analysis ~ Strong analytical, problem-solving...Flexible hours$285k - $315k
...our 16,000 chefs, and in-unit associates excel as they deliver world-... ...Eurest.Job Summary: The Chief Financial Officer (CFO) is a key member... ...knowledge of financial planning, forecasting, financial modeling, capital investment analysis, mergers and acquisitions, business...Full timeContract workLocal areaRemote workFlexible hours- ...Meritage Homes in Charlotte, North Carolina is seeking a finance professional to perform in-depth financial and strategic analyses impacting the business. Candidates must hold a Bachelor's degree in finance or accounting, with CPA designation strongly preferred. The role...
$70k - $90k
...contributing to the accurate and timely financial reporting of our organization. Your duties... ...discrepancies or errors Financial Analysis • Analyze financial data and provide insights... ...as required • Assist with financial planning and decision making Client Management...Work experience placement$74k - $134k
...Overview The role delivers financial analysis and reporting to support decision-making across lines of business. Evaluates performance against plans and strategic goals, prepares management insights, and contributes to investment cases and value creation initiatives. Plays...Full timePart timeWork at office$243.53k - $305.55k
...help to build a better working world. Sales Executive, Financial Services – Associate Director – (New York or Charlotte) Our Sales function brings... ...You'll drive global account strategy, rigorous account planning and relationship development across the client(s)...Work experience placementSummer holidayFlexible hours- ...Parcc Associates is representing a growing, innovative client in search... ...accounting operations and financial reporting with precision and... ...executives to develop financial plans, forecasts, and decision-... ...reconciliation. Monitor gross profit analysis, COGS reconciliations, and...
$100k - $110k
...Regional Controller oversees financial operations for multiple... ...this role provides financial analysis, operational insights, and strategic... ..., and long-range financial planning in compliance with GAAP and... ...Compass Story Associates at Canteen are offered many...Local areaRemote workFlexible hours
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