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 modelling 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. CORE BENEFITS & WELLNESS Medical (including Virtual Care), Prescription, Dental, and Vision Coverage Fitness Center Reimbursement Program (Including Online Memberships) Employee Assistance Program (EAP) Fertility Benefits FINANCIAL WELL-BEING 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 Other Benefits Education Assistance Program Charitable Matching Gifts Program Commuter Reimbursement Program Adoption and Surrogacy Reimbursement Program #J-18808-Ljbffr
- ...At Barings, we are as invested in our associates as we are in our clients. We recognize those who work diligently for... ...current employment opportunities. Title: Associate Director, Financial Planning & Analysis Business Unit: Financial Planning & Analysis Location...SuggestedTemporary workFlexible hours
- ...Director of Financial Planning & Analysis, Charlotte, NC The Director of Financial Planning & Analysis is responsible for transforming data into strategic insights for the Executive Leadership team. The successful candidate will be highly passionate about leveraging...SuggestedTemporary workRelocationRelocation package
- ...Senior Director - Global FP&A Cumberland Farms is a leading convenience retailer... ...responsible for leading the company's global financial planning, forecasting, and performance... ...timely, accurate, and insightful financial analysis to executive leadership, including the...SuggestedWork at officeLocal areaWork from homeMonday to FridayShift work
$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- ...Investment Grade Credit Analyst (Financials) Barings' Investment Grade Corporate team is... ...fundamental credit research, relative value analysis, and investment recommendations across... ...WELL-BEING Highly competitive 401(k) Plan with Company Match Health Savings...Temporary workWork at officeFlexible hours
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- ...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
$50 - $60 per hour
...expertise to help shape how AI understands financial principles and decision-making. In... ..., Wealth Management, and Insurance Planning. Advantages of contracting with us... ...Detail-oriented Proficient in financial analysis, financial modeling, data analysis, and...Hourly payContract workFor contractorsWork experience placementRemote work- ...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
$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- ...Naplesjetcenter, located in Charlotte, NC, is seeking a Finance Manager to oversee all financial aspects of the company. This full-time role involves developing financial strategies, managing budgets, and conducting financial analyses to support growth. The ideal candidate...Full time
- ...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...
- ...Interim Chief Financial Officer (CFO) About the Company Respected healthcare organization... ...Interim CFO will also oversee cash flow planning, capital utilization, and financial... ...have a proven track record in cash flow analysis, capital management, budgeting, forecasting...Interim role
- ...Chief Financial Officer (CFO) About the Company A leading technology company driving... ...and implementing comprehensive financial plans that align with the company's objectives... ...strategic planning, budgeting, and financial analysis, and possess exceptional leadership...
$163k
...Are As a Forward Deployed Engineer Associate Director, you will play a pivotal role in designing... ..., ROI calculation, and tradeoff analysis. Experience building AI solutions that... ...long-term disability coverage, a 401(k) plan, bonus opportunities, paid holidays, and...Work experience placementLive inWork at officeLocal area- ...Financial Planning & Analysis Manager Driven Brands is North America's largest automotive services company with a portfolio of iconic brands... ...customer analytics. This manager position reports to the Director, FP&A Take 5 Oil Change and offers a high level of...
- ...profitability for Major Appliances within the North America Business Area. The controller is responsible for the financial analysis, budgeting, planning, forecasting, month-end close and related activities to drive financial accuracy, effective business partnering and...Contract workWork at officeLocal area
- ...Head of Financial Planning and Analysis About the Company Prominent private equity firm Industry Venture Capital & Private Equity... ...Firm About the Role The Company is seeking an FP&A Director to establish and lead a top-tier financial planning and analysis...
- ...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...
- ...Associate Director, CRE Debt Investments Alternate Locations: Charlotte, NC... ...real estate loans and present analysis and investment... ...understand and evaluate real estate financial statements. Knowledge of real... ...helps people to confidently plan for their version of a successful...Work experience placementWork at officeRelocation packageMonday to FridayFlexible hours
$70k - $90k
...team, contributing to accurate and timely financial reporting. Responsibilities include... ...report any discrepancies or errors Financial Analysis Analyze financial data and provide... ...presentations as required Assist with financial planning and decision making Client Management...Work experience placement3 days per week$80k - $100k
...transactions. This role is instrumental in shaping the financial future of our company and offers significant... ...2. Assisting with budget preparation and financial planning processes. 13. Performing ad-hoc analysis and presenting results in a clear manner. Qualifications...Permanent employmentLocal area- ...the accuracy and timeliness of monthly financial reports, including the month-end close process... ...provide ad hoc financial reporting and analysis, supporting various business units by... ...realistic and achievable financial plans Provide ad hoc financial reporting and...
- ...strategic initiatives, and ensure delivery of high-quality financial guidance, financial planning, and business consulting services. This role is both... ...business consulting, including budgeting, cash flow analysis, internal controls, and tax planning. Partner with clients...Work at officeFlexible hours
- ...Strategy And Planning Team Position The Strategy and Planning Team within the US Firms Tax (USFT) group of the Deloitte US Firms is responsible for performing tax research and analyses on US Firms' transactions (e.g., acquisitions, divestitures, and internal restructuring...Local area
$243.53k - $305.55k
...Charlotte, Stamford, Hoboken, Iselin Sales Executive, Financial Services – Associate Director – (New York or Charlotte) Our Sales function brings together... ...You'll drive global account strategy, rigorous account planning and relationship development across the client(s)...Work experience placementSummer holidayFlexible hours$132k - $165k
...Strategic and Enterprise accounts. Partner directly with Enterprise AEs, SDRs, Sales Leaders, and RevOps on account planning, whitespace analysis, stakeholder mapping, and deal acceleration strategies. Build highly personalized multi-channel engagement plans tailored...For contractorsWork at officeWork from homeFlexible hours
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