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Financial Associate

Location : Charlotte, NC
Job Type : Direct
Hours : Full Time
Required Years of Experience : 3+ years of exp
Required Education : BS Degree in Accounting or Finance
Travel : No
Relocation : No
Industry : Accounting - Finance

Job Description :


  • Maintains, modifies, and builds company financial models

  • Builds and update presentations for debt and equity investors

  • Assembles and improves internal and external reporting

  • Assists Treasurer with foreign exchange, cost savings initiatives, and liquidity forecasting

  • Analyzes market and financial data and provides interpretation to internal and external business partners

  • Assists in the execution of the annual budgeting process

  • Establishes schedules; recommending plans, collecting, analyzing, and consolidating financial data;

  • Protects operations by keeping financial information and plans confidential.

  • Tracks financial status by monitoring variances from financial plan.

  • Improves financial status by analyzing results and variances; identifying trends; recommending actions.

  • Increases productivity by developing automated applications; eliminating duplications; coordinating information requirements.

  • Updates job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations.

  • Supports ad-hoc finance projects and initiatives

  • Ability to manage day-to-day responsibilities, while simultaneously driving higher-level initiatives for continuous improvement of our systems and processes

  • Ability to motivate and develop the finance team and to foster strong professional relationships with the operational management

Required Qualifications :


  • Bachelor’s degree in Finance/ Accounting or Mathematics, MBA is a plus

  • CPA, CFA or diploma from a similar professional body

  • 3-5 years of experience in finance positions, ideally with exposure to mid-sized or large multinational groups, possibly including exposure through banking client activity 


  • Experience with financial modeling using DCF and comparable methodologies

  • Knowledge and experience in MS Excel and MS PowerPoint

  • Knowledge of finance, accounting, budgeting, and cost control principles including GAAP 

  • Knowledge and experience in building investor pitch books

  • Knowledge of databases and ERP systems

  • Knowledge of US federal, state and local financial regulations

  • Excellent written and oral English communication skills; other languages a plus 


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