149 Results for

Financial Planning Analyst Jobs in Charlotte, NC

Jobs

New!

Charlotte, NC4 days ago

$80,000–$90,000 Per Year

p>Responsibilities:

Assist in preparing components of financial plans for prospective and existing clients, including retirement projections, cash flow summaries, Social Security estimates, and basic tax planning scenarios.
This information reflects a base salary range that AssetMark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, education, experience, and actual work location.

New!

Charlotte, North Carolina5 days ago

ul>

Assist in preparing components of financial plans for prospective and existing clients, including retirement projections, cash flow summaries, Social Security estimates, and basic tax planning scenarios.

This information reflects a base salary range that AssetMark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, education, experience, and actual work location.

Charlotte, NC30+ days ago
p>Onward Energy total rewards philosophy is motivated by a key tenet of People First, and offers employees a comprehensive total rewards package which includes market-competitive compensation, health, life insurance, and retirement savings benefits. Our Mission is that as North America’s premier independent power generator, we will deliver renewable and reliable power to our customers, opportunities to our employees, sustainable returns to the families who invest in us, and a better world to the next generation.

Charlotte, NC30+ days ago
li>
Strong, expert level technical knowledge of issues relating to financial planning, including income tax, investments, debt management, retirement planning, employee benefits, stock options, insurance, and estate planning for High Net Worth clients in excess of $10 million.
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:
All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.

New!
Charlotte, NC6 days ago
p>The position will report to the Manager of Business Analytics, and the functions for the role include but are not limited to:
Provide strategic financial analysis, reporting, and business support at the product group and division levels (e.g., Bar, Eng.
Basic Job Functions:
The FP&A Analyst supports Nucor's business units by performing forecast analytics, peer comparisons, planningsupport, performance reporting, and trend analysis.

Mooresville, NC20 days ago
li>Develops business cases for key initiatives and major programs by creating robust financial models tied to a program's (or initiative's) strategic narrative; identifying risks to the organization and engaging the business owner in risk mitigation and trade-offs; identifying and measuring key trigger points (metrics) that provide insight into an initiative's success (leading and final indicators).
Applies solid knowledge of financial and business analytics principles to all deliverables; leverages an understanding of policies, data, and resources to support projects or initiatives; collaborates cross-functionally to solve business problems; identifies, recommends, and implements ways to address improvement opportunities.

Huntersville, NC27 days ago
Physical Demands/Work Environment/Travel Requirements: • Physical demands: While performing the duties of this job, the employee is occasionally required to stand; walk; sit; use hands to finger, handle or feel objects, tools or controls; reach with hands and arms; climb stairs; balance, stoop, kneel, crouch or crawl; talk, hear, taste and/or smell; the employee must occasionally lift and/or move up to 50 pounds. Develop and deliver in-depth reporting and analysis, from routine to ad hoc financial reporting (weekly, monthly, quarterly, annually), multi-dimensional scorecards, complex dynamic models, and executive presentations for senior management, product teams, and regional managers.

NC30+ days ago
While reporting directly to the Employee Benefits Accounting Manager as a Senior Financial Analyst, this role will play an integral part in the preparation of the Company's monthly and quarterly financial statements and prepare analyses for the Company's employee benefit arrangements, including pension, postretirement, health insurance, and/or stock-based compensation. • Assisting the Employee Benefits Accounting manager with reviewing actuarial reports for defined benefit plans and stock compensation data in order to prepare the necessary support for financial statement updates and SEC disclosures for Form 10-Q/K presentation.

Mooresville, NC30+ days ago
Develops business cases for key initiatives and major programs by creating robust financial models tied to a program's (or initiative's) strategic narrative; identifying risks to the organization and engaging the business owner in risk mitigation and trade-offs; identifying and measuring key trigger points (metrics) that provide insight into an initiative's success (leading and final indicators). Applies solid knowledge of financial and business analytics principles to all deliverables; leverages an understanding of policies, data, and resources to support projects or initiatives; collaborates cross-functionally to solve business problems; identifies, recommends, and implements ways to address improvement opportunities.

Mooresville, NC30+ days ago
li>
Develops business cases for key initiatives and major programs by creating robust financial models tied to a program's (or initiative's) strategic narrative; identifying risks to the organization and engaging the business owner in risk mitigation and trade-offs; identifying and measuring key trigger points (metrics) that provide insight into an initiative's success (leading and final indicators).
Applies solid knowledge of financial and business analytics principles to all deliverables; leverages an understanding of policies, data, and resources to support projects or initiatives; collaborates cross-functionally to solve business problems; identifies, recommends, and implements ways to address improvement opportunities.

Charlotte, NC21 days ago
$86,000–$126,000 Per Year
p>The Senior Financial Analyst is responsible for all activities related to the Accounting/Finance department, which involve the application of established accounting principles, theories, and concepts to carry out daily operations. After making a conditional offer and running a background check, if Eaton is concerned about conviction that is directly related to the job, you will be given the chance to explain the circumstances surrounding the conviction, provide mitigating evidence, or challenge the accuracy of the background report.

Rock Hill, SC14 days ago
p>'',''USA-SC-Rock Hill-Corporate'',''333 Three D Systems Circle'','''',''Rock Hill'',''29732'','''','''',''No'',''No'',''Employee'',''Employee'',''Jun 15, 2026, 2:53:57 PM'',''Jun 15, 2026, 2:53:57 PM'',''false'',''169871'',''169871'',''true'',''169871'',''false'',''Submission for the position: Business Financial Analyst II - (Job Number: 26000049)'',''false'',''169871'',''false'',''true''. This role will work closely with Operations, Supply Chain, Product Management, Controllership, and other cross-functional partners to provide clear financial insights that support revenue growth, margin performance, OPEX management, cost visibility, operational efficiency, and business decision-making.

Charlotte, NC30+ days ago
Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services.
Analysts on the Liquidity team are responsible for executing and cross-training across a variety responsibilities such as:
Developing and producing dashboards to monitor Key Risk Indicators, peer comparisons, and other metrics.

Charlotte, NC30+ days ago
Remote
$41.10–$61.65 Per Hour
Leads or coordinates complex financial projects, mentors accounting staff, and serves as a technical resource for financial systems and accounting issues across three national service lines, Oncology, Heart & Vascular and Neurosciences. Providing care under the names Advocate Health Care in Illinois; Atrium Health in the Carolinas, Georgia and Alabama; and Aurora Health Care in Wisconsin, Advocate Health is a national leader in clinical innovation, health outcomes, consumer experience and value-based care.

Charlotte, North Carolina18 days ago
AvidXchange is proud to be Certified as a Great Place to Work®.
Collaborate with Sales and Product to incorporate pipeline, win rates, cohort dynamics, and pricing strategy into the revenue plan; quantify impacts of new partnerships, promos, and product launches.

Charlotte, NC27 days ago
Are you ready to grow your career Lets grow togetherFinancial Analyst Commercial FP&A - Supply ChainDepartment Corporate FinanceLocation Charlotte NC 2550 S Tyvola RdType of employment Permanent Full Time 40 hoursTHE ROLEThe position will be part of the North America Commercial FP&A team and act as a finance business partner to the North America Supply Chain organization. WHAT YOULL DOWant to start your career with us Heres an overview of the main responsibilities of this positionReporting Financial Analysis & Performance Management Support monthly quarterly and annual financial reporting for Supply Chain-related P&L including OPEX and selected CAPEX initiativesAnalyze actual results versus budget forecast and prior year with clear variance explanations and insights.

Charlotte, NC30+ days ago
p>Seeking a highly analytical Finance Analyst to join a collaborative corporate finance team that plays a key role in supporting executive leadership and strategic business initiatives. This position is ideal for someone who enjoys solving complex business problems, building financial models, and partnering with leaders across multiple functions to influence decision-making.

Charlotte, NC30+ days ago
Full-time
This role will be responsible for gathering information from across the platform to help produce forward looking financial statements and operating metrics for senior management and Board members.
Highly visible and broad functioning role that will assist with critical functions of business planning and reforecasting, valuations, and internal reporting processes.

Charlotte, NC30+ days ago
$97,000–$112,000 Per Year
Our products impact public utilities, industrial sectors, residential areas, and commercial buildings, with a commitment to providing smart metering, network technologies, and advanced analytics for water, electric, and gas utilities. Your responsibilities include conducting sophisticated financial analyses, developing comprehensive budgeting and forecasting models, and providing key insights for strategic decision making at the corporate level.

Charlotte, NC19 days ago
li>Collaborate with Sales and Product to incorporate pipeline, win rates, cohort dynamics, and pricing strategy into the revenue plan; quantify impacts of new partnerships, promos, and product launches.
Overview:
We're looking for a Senior Financial Analyst to own forecasting and performance analytics for Buyer Revenue, including software subscription/ARR, platform & implementation fees, and buyer‑funded payment programs and rebates.

Charlotte, NC30+ days ago
Driven Brands is North America's largest automotive services company with a portfolio of iconic brands including Take 5 Oil Change, Meineke Car Care Centers, Maaco, 1-800-Radiator & A/C, Auto Glass Now, and CARSTAR. Reporting to the FP&A Manager and supporting our U.S. Glass Brand in our Commercial Growth segment, this role is responsible for providing reliable financial reporting and forecasting to the Glass leadership team that will be used to make decisions impacting the performance of the business segment.

Charlotte, NC30+ days ago
li>
Vendor Management: Work closely with external vendors, consultants, and service providers to manage relationships, monitor deliverables, and ensure high-quality services related to Oracle Fusion Project (Project Finance & Project Management) system.
Business Process Analysis: Analyze existing Project (Project Finance & Project Management) processes, identify areas for improvement, and recommend and implement process enhancements and best practices leveraging Oracle Fusion Project (Project Finance & Project Management) system capabilities.

Charlotte, NC30+ days ago
p>Reporting into the FP&A organization, the Senior Financial Analyst plays a key role in translating financial data into actionable insights, supporting capital investment decisions, and helping operating leaders improve business performance. This position is well-suited for a high-potential finance professional with a growth mindset who is eager to develop into a best-in-class business partner while collaborating closely with the broader FP&A team to help shape and advance Enpro FP&A best practices.

Charlotte, NC14 days ago
$74,500–$134,040 Per Year
p>Sealed Air designs and delivers packaging solutions that protect essential goods transported worldwide, preserve food, enable e-commerce and digital connectivity, and help create a global supply chain that is touchless, safer, less wasteful, and more resilient. The Senior Analyst supports P&L transparency, leads financial modeling, drives process improvements, and deepens commercial profitability understanding to guide business decisions and enhance financial performance.

Fort Mill, SC30+ days ago
p>GENERAL PURPOSE:
The Transportation Financial Analyst is responsible for delivering accurate, insightful analysis that supports operational decision-making, cost management, and long-term financial planning across the transportation network. This role develops, maintains, and improves forecasting models, production reports, and financial tools to support transportation and supply chain activities, including freight accounts, auditing, accruing, and reporting of actuals.

Rock Hill, SC13 days ago
Ferretti Search has a dedicated team of executive recruiters ready to help our clients find employment solutions that benefit them as well as match our candidates with a company that meets their job preferences and career goals.
In addition, this role will partner with highly skilled professionals across the business to drive efficient processes, generate valuable insights and produce effective communication.

Charlotte, NC30+ days ago
$124,830–$152,570 Per Year
This role will be a critical partner to Sales Leadership and Finance Leadership, splitting time across sales analytics and strategic spend management / value tracking to support sound decision-making and capital allocation.
Partner with Sales leadership to develop and maintain continuous sales forecasts using multiple forecasting methodologies, incorporating emerging trends, leading indicators, and scenario analysis.

Charlotte, NC17 days ago
Remote
$80,000–$90,000 Per Year
li>Family Support - Care for loved ones with up to 16 weeks of paid leave for new parents, back-up dependent care, dependent care flexible spending account, and up to a $25,000 lifetime maximum during your adoption, infertility, or surrogacy journey.
We're one of the largest providers of annuities and life insurance in the U.S.,* and our commitment to being a great place to work has earned us recognition as one of America's Most Trustworthy Companies by Newsweek and, locally, one of the Healthiest Employers of Greater Charlotte.

Charlotte, NC30+ days ago
The role of the Senior Financial Analyst is to provide accurate, timely and insightful financial reporting and operational analysis, to identify and communicate expense savings opportunities, and to identify and implement process improvement opportunities both within the Financial Planning Department and throughout the organization. Act as lead budget analyst for areas of responsibility, includes developing expense Guidelines, creating budget bridges, analyzing Manager Plans (& building manager plan review decks), and finalizing annual budgets.

Charlotte, NC30+ days ago
p>https://www.compass-usa.com/wp-content/uploads/2023/08/2023_WageTransparency_CorpAndFoodbuy.pdf.
As the leading foodservice and support services company, Compass Group USA is known for our great people, great service and our great results.

Charlotte, NC30+ days ago
$58,800–$78,400 Per Year
This role supports OPEX governance, cost visibility, and financial analytics across a +$2B USD cost base - working at the intersection of finance and data, focused on driving P&L performance and building smarter, more automated ways of working.
Cumberland Farms convenience stores across the U.S.
Certified Oil • Cumberland Farms • Fastrac • Kwik Shop • Loaf N'' Jug • Minit Mart • Quik Stop • Sprint Food Stores • Tom Thumb • Turkey Hill.

Mooresville, NC30+ days ago
Based in Mooresville, N.C., Lowe's supports the communities it serves through programs focused on creating safe, affordable housing, improving community spaces, helping to develop the next generation of skilled trade experts and providing disaster relief to communities in need.
Completes work assignments by applying up-to-date expertise in subject area; leveraging an understanding of policies, data, and resources to support projects or initiatives; collaborating cross-functionally to solve business problems; identifying, recommending, and implementing ways to address improvement opportunities.

Mooresville, NC18 days ago
Based in Mooresville, N.C., Lowe's supports the communities it serves through programs focused on creating safe, affordable housing, improving community spaces, helping to develop the next generation of skilled trade experts and providing disaster relief to communities in need.
Completes work assignments by applying up-to-date expertise in subject area; leveraging an understanding of policies, data, and resources to support projects or initiatives; collaborating cross-functionally to solve business problems; identifying, recommending, and implementing ways to address improvement opportunities.

Charlotte, NC27 days ago
Backed by funds managed by Apollo Global Management, our vision is to accelerate the upgrade of copper to fiber optic technologies, bringing faster and more reliable internet service to many rural markets traditionally underserved by broadband providers, while delivering best-in-class customer experience. This role helps deliver accurate, timely, and actionable insights across pricing, sales channels, subscriber trends, and capital investments to support strategic and operational decision-making.

Davidson, NC30+ days ago
$72,611.66–$101,394.99 Per Year
What you will do: Work with Corporate Cost Functional Cost Owners and FP&A teams to coordinate the collection of information required to develop, analyze, and/or modify financial plans, which include month end close, quarterly forecasts, and annual operating plans (AOP). The Financial Planning & Analysis Group is responsible for long-term and short-term financial planning, forecasting, management reporting and analysis, and the creation of tools to help understand and drive decision-making.

Charlotte, NC30+ days ago
Remote
$28.55–$42.85 Per Hour
Headquartered in Charlotte, North Carolina, Advocate Health services nearly 6 million patients and is engaged in hundreds of clinical trials and research studies, with Wake Forest University School of Medicine serving as the academic core of the enterprise. Providing care under the names Advocate Health Care in Illinois; Atrium Health in the Carolinas, Georgia and Alabama; and Aurora Health Care in Wisconsin, Advocate Health is a national leader in clinical innovation, health outcomes, consumer experience and value-based care.

Charlotte, NC30+ days ago
Are committed to supporting and investing in inclusive work environments, through initiatives like Diversity, Equity, Inclusion, & Accessibility training, our Aecon Women in Trades and Aecon Diversity in Trades programs, and our Employee Resource Groups (ERGs) to ensure we are building inclusion into every aspect of our culture at Aecon. We lead some of the most impactful infrastructure projects of our generation, at the forefront of transformational change in transportation and energy, and partnering every day to build, connect, power, and strengthen our communities.

Davidson, North Carolina19 days ago
For us at Trane Technologies, and through our businesses including Trane® and Thermo King, sustainability is not just how we do business—it is our business.
Learn about our benefits designed for you to Thrive at work and at home.

Charlotte, NC30+ days ago
p>Knowledge / Skills / Abilities: Computer skills: Advanced MS Excel (with proficiency in managing spreadsheets for headcount and expense tracking), advanced MS PowerPoint, intermediate MS Word, intermediate MS Outlook, Hyperion Essbase.
Develops, enhances, and maintains financial analysis, budgets, and forecasts in support of various cost centers, including monthly headcount and expense reporting to provide clear visibility into operational costs and workforce planning.

New!
Charlotte, NC4 days ago
Remote
$41.10–$61.65 Per Hour
Providing care under the names Advocate Health Care in Illinois; Atrium Health in the Carolinas, Georgia and Alabama; and Aurora Health Care in Wisconsin, Advocate Health is a national leader in clinical innovation, health outcomes, consumer experience and value-based care. Advocate Health employs 155,000 teammates across 69 hospitals and over 1,000 care locations, and offers one of the nation's largest graduate medical education programs with over 2,000 residents and fellows across more than 200 programs.

Huntersville, NC30+ days ago
Newell Brands (NASDAQ: NWL) is a leading global consumer goods company with a strong portfolio of well-known brands, including Rubbermaid, Sharpie, Graco, Coleman, Rubbermaid Commercial Products, Yankee Candle, Paper Mate, FoodSaver, Dymo, EXPO, Elmer's, Oster, NUK, Spontex and Campingaz. This role partners closely with Procurement, Strategic Sourcing, Supply Chain, and FP&A teams to provide pricing guidance, assess risks and opportunities, and translate complex market dynamics into clear financial insights that impact the P&L.

Charlotte, NC30+ days ago
$75,300–$113,100 Per Year
This position delivers key financial reporting and analyses to senior leadership and various operational executive leaders, prioritizing financial storytelling, operational decision support, and an analytics-led culture.
Drives automation and analytic initiatives (Excel, Power BI, AI-enabled reporting) to streamline reporting, improve data accuracy, and shift the organization from manual reporting toward insight-driven decision-making.

Indian Land, South Carolina29 days ago
p style="text-align:inherit"/>
The expected salary range for this position is between: $75,000.00 - $90,000.00
The range for the position in other geographies may vary based on market differences.
The application window is anticipated to close on: July 1, 2026
We’re definitely not your average mortgage company.

Charlotte, NC21 days ago
$111,605–$131,300 Per Year
p>GCM helps clients optimize capital structures, fund growth, and manage financial risk through a comprehensive suite of capital markets solutions, including Investment Grade and Leveraged Finance, Loan Syndications, Derivatives, Foreign Exchange, Repo, Structured Credit, and Working Capital Finance.
Build and maintain driver based models linking business activity (trading volumes, spreads, inventory, underwriting pipeline, repo activity) to P&L, balance sheet usage, funding requirements, and net capital impact.

Charlotte, NC18 days ago
Remote
$80,000–$90,000 Per Year
Family Support –Care for loved ones with up to 16 weeks of paid leave for new parents, back-up dependent care, dependent care flexible spending account, and up to a $25,000 lifetime maximum during your adoption, infertility, or surrogacy journey. We’re one of the largest providers of annuities and life insurance in the U.S.,* and our commitment to being a great place to work has earned us recognition as one of America’s Most Trustworthy Companies by Newsweek and, locally, one of the Healthiest Employers of Greater Charlotte.

Rock Hill, SC25 days ago
li>Non-Local Candidates: Please note that you are competing with local candidates who don't require relocation expenses and can start quickly, so let us know if you have plans to move to the area soon.
3-5 years of experience in accounting, financial analysis, FP&A, cost analysis, or related roles; manufacturing and/or distribution environment strongly preferred.

Charlotte, North Carolina30+ days ago
li>Supports new and ongoing projects and strategic initiatives by helping to create new processes to automate key reporting capabilities and delivering on process improvements and simplifications to enable increased focus on strategic priorities. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences.

Charlotte, NC30+ days ago
Remote
p>The Financial Analyst - Operational Finance supports the Greater Charlotte Market (GCM) with a primary focus on physician and Advanced Practice Provider (APP) compensation analytics, including Nurse Practitioners and Physician Assistants. This role partners closely with physicians, APPs, and operational leaders to design, evaluate, and monitor compensation models while providing financial insights that support clinical, operational, and strategic decision-making.

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Financial Planning Analyst Jobs in Charlotte, NC

Financial Planning Analyst AssetMark, Inc.

Financial Planning Analyst AssetMark Financial Holdings

Analyst - FP&A (Financial Planning and Analysis) Onward Energy

Advice and Financial Planning Wealth Management Analyst Truist Financial Corp

Financial Planning and Analysis Business Analyst Nucor Corp

Sr Financial Analyst - Pro & Services Finance Lowe's Companies Inc

Sr. Financial Planning & Analysis Analyst American Tire Distributors Inc

Sr. Financial Analyst Sonoco Products Co

Sr. Financial Analyst - Merchandising FP&A Lowe's Companies Inc

Sr Financial Analyst - Merchandising FP&A Lowe's Companies Inc

Sr. Financial Analyst - Merchandising GFO Lowe's Companies Inc

Senior Financial Analyst Eaton Corporation Plc

Business Financial Analyst II 3D Systems Corp

Senior Financial Analyst First Horizon Corp

Financial Analyst Senior Advocate Aurora Health Inc

Senior Financial Analyst AvidXchange

Financial Analyst, Commercial FP&A- Supply Chain Circle K Stores Inc

Senior Financial Analyst TalentBridge

Financial Analyst - FP&A - Entry Level NorthPoint Search Group

Sr. Financial Analyst Xylem Inc

Senior Financial Analyst AvidXchange Holdings Inc.

Sr. Financial Analyst Driven Brands Holdings Inc

Project Financial Analyst DP World Ltd

Sr. Financial Analyst Enpro Inc

Senior Financial Analyst, Commercial (Charlotte, NC, US, 28208) Sealed Air Corp

Analyst, Financial - DC Ross Stores Inc

Financial Analyst Ferretti Search

Financial Analyst Senior Atrium Health

Sr. Financial Analyst II Pacific LifeCorp

Senior Financial Analyst - Expense Allocations (Charlotte, NC (Hybrid) or Remote) Brighthouse Financial Inc

Sr. Financial Analyst Belk Inc

SR. FINANCIAL ANALYST (HYBRID) Compass Group North America

Financial Analyst - Cost Management & Analytics Cumberland Farms Inc

Financial Analyst - Merchandising GFO Lowe's Companies Inc

Financial Analyst - Digital FP&A Lowe's Companies Inc

Financial Analyst Connect Holding LLC

Financial Analyst II Trane Technologies Plc

Financial Analyst I OCR Atrium Health

Financial Analyst Aecon Group Inc

Financial Analyst II CFO Trane U.S. -CFO

Financial Analyst LendingTree Inc

Senior Financial Analyst Advocate Aurora Health Inc

Senior Financial Analyst Newell Brands Inc

Sr. Financial Analyst TopBuild Corp

Financial Analyst Movement Mortgage

GCM - Broker Dealer Senior Financial Analyst U.S. Bancorp

Senior Financial Analyst - Expense Allocations (Charlotte, NC (Hybrid) or Remote) (Charlotte, NC, US, 28277) BrightHouseFinancial

Senior Financial Analyst Sherpa LLC.

Senior Finance Analyst - Planning & Analysis Bank of America

Financial Analyst Novant Health Inc

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