Finance Specialist (Charlotte)

Company Description Unified Group, LLC is an organization based in Charlotte, NC, focused on providing reliable support and services to its community and partners. The company values collaboration, integrity, and practical problem-solving in all aspects of its operations. Team members work closely across functions to improve internal processes and financial stewardship. Unified Group, LLC offers opportunities for volunteers to contribute meaningful skills while gaining experience in a structured, professional environment.
Role Description The Finance Specialist is a volunteer, on-site role based in Charlotte, NC. This role involves supporting day-to-day financial activities, including assisting with the preparation and review of financial statements, helping maintain accurate accounting records, and supporting basic budgeting and expense tracking. The Finance Specialist will help analyze financial data, prepare simple reports, and communicate findings to team members in a clear and organized manner. The role also includes collaborating with staff to improve financial processes and ensure documentation is complete and up to date.
Qualifications

• Candidates should possess strong Analytical Skills to review data, identify trends, and support financial decision-making.
• Candidates should possess Finance skills, including a basic understanding of financial concepts, budgeting, and cash flow.
• Candidates should possess skills related to Financial Statements, including the ability to understand and assist with balance sheets, income statements, and other reports.
• Candidates should possess Accounting skills, including familiarity with bookkeeping practices and accurate recordkeeping.
• Candidates should possess Communication skills to present financial information clearly and collaborate effectively with team members.
• Additional beneficial qualifications include attention to detail, proficiency with spreadsheets or financial software, ability to work on-site in Charlotte, NC, and prior coursework or experience in finance, accounting, or a related field.