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
$160k - $180k
...backed manufacturing company to identify a Director of FP&A who will help lead the company... ...phase of growth through strategic financial planning, operational partnership, and... ...capital investments Perform variance analysis and communicate key business drivers to...Suggested- ...Director of Finance, Planning & Analysis (FP&A) Greater Charlotte Area | Manufacturing Industry | Leadership Opportunity I'm partnering with a well-... ...operations. This leader will be responsible for driving financial planning, forecasting, budgeting, business performance...Suggested
- ...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...Suggested
$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...Temporary workWork at officeLocal area- ...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...Local area
- ..., North Carolina, is seeking a hands‑on Financial Controller to lead its accounting and financial... ...leaders to develop corrective action plans. Maintain the integrity of the general... .... Budgeting, Forecasting, and Financial Analysis Lead the annual budgeting process and...
- ...to lead consolidated forecasting and strategic planning. In this role, you will serve as the source of truth for financial forecasting, partnering closely with senior... ...partners Support annual budgeting and deliver ad‑hoc analysis for leadership and key stakeholders Provide...
- ...A growing non-profit is seeking a Finance Director to lead its accounting, financial reporting, cash management, and operational finance functions. This... ...Manage cash flow, forecasting, and liquidity planning Oversee accounts payable and financial controls Coordinate...
- ...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...Full timePart timeWork at officeShift workDay shift
- ...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
- ...organization by effectively managing all financial tasks. They will oversee the financial... .... Key Responsibilities: Financial Planning and Analysis (FP&A): Develop and manage budgets and... ...to senior management and the board of directors. Skills and Qualifications: Education:...Full time
- ...team of business analysts and planners to drive strategic planning and analysis initiatives. You will work out of our Charlotte, NC location... ...heads to ensure budgets align with corporate goals and monitor financial performance against budget targets by developing and...Temporary workLocal areaFlexible hours
- Direct and coordinate company financial planning and budget management functions to provide leadership... ...and tracking of expenses. Provide analysis and forecasts for senior leadership... ...Ideally would be lead Human Resources associate: assist with recruitment, lead employee...Contract workWork at officeLocal area
$150k
...Fairview Search Group, LLC is conducting an EXCLUSIVE SEARCH for a Manager, Financial Planning & Analysis for a Multi-Billion company located in South Charlotte(South Park) Total Compensation- $150K!!! - Hybrid Work Schedule Responsibilities Manages the budgeting and forecasting...Work experience placement- ...large, publicly traded organization seeking a Manager of Financial Planning & Analysis to join its corporate finance team. This is a newly created... ..., multi-region operation. Reports to an outstanding Director of FP&A who values business partnership, mentorship, and...
- ...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
- ...the key architect in shaping proactive financial strategies, assessing potential opportunities... ..., while strengthening cross‑functional planning with Academic Affairs, Enrollment,... ...applicable laws and regulations. Financial Analysis – Direct institutional financial and operational...Work at officeImmediate start
- ...Vice President, Financial Planning & Analysis About the Company Disruptive provider of predictive marketing software Industry Information Technology and Services Type Privately Held, VC-backed Founded 2013 Employees 1001-500...
- ...Description Summary: The Associate Director, Portfolio Management – Asset Backed Finance is responsible for working with internal partners... ...the ABF team, Portfolio Managers may be asked to perform financial analysis and assist preparing underwriting documents in support of...Work at officeRemote workWork from homeFlexible 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...
$285k - $315k
...our 16,000 chefs, and in-unit associates excel as they deliver world-... ...Job Summary: The Chief Financial Officer (CFO) is a key member... ...Advanced knowledge of financial planning, forecasting, financial modeling, capital investment analysis, mergers and acquisitions, business...Contract workLocal areaRemote workFlexible hours- ...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...
- ...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 Midwestern healthcare organization... ...of annual budgets, long-range financial plans, and performance improvement initiatives... ...with the ability to leverage financial analysis and operational insights to drive the...Interim role
- ...Chief Financial Officer (CFO) About the Company An administration and service company... ...with general ledger management and variance analysis. Knowledge of state funding processes and a proven track record in financial planning for services related to the company's...
$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
$85k - $100k
...Associate Director, Internal Sales Charlotte, NC Open to Remote About... ...to 1996, WestEnd helps financial advisors navigate full economic... ...global macroeconomic analysis into actionable investment decisions... ...Medical, Dental, Vision plans, Flexible PTO, Family Medical...Local areaRemote workFlexible hours
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