Financial Analyst Jobs in Charlotte, NC
A Financial Analyst in the banking industry is responsible for examining financial data, analyzing trends, preparing reports, and making recommendations based on their findings. They provide guidance to businesses and individuals making investment decisions and are responsible for financial forecasting and modeling. The Financial Analyst contributes to the bank's financial planning efforts and helps to manage and mitigate risks. They are expected to understand and explain complex financial concepts and provide insights to both colleagues and clients.
Important skills for a Financial Analyst include strong analytical and problem-solving skills, excellent numerical proficiency, good communication skills, and knowledge of financial software and databases. They should have a strong understanding of financial markets and banking regulations. Relevant certifications such as Certified Financial Analyst (CFA), Certified Management Accountant (CMA) or Certified Public Accountant (CPA) are highly valued. Prior to becoming a Financial Analyst, a person might have roles such as Finance Intern, Junior Financial Analyst, or Financial Advisor.
Senior Retirement Investment Analyst
- Fort Mill, SC (14 miles from Charlotte, NC)
- 2 days ago
- Fort Mill, SC (14 miles from Charlotte, NC)
- 2 days ago
What if you could have an opportunity to help drive the Retirement Partners business at LPL Financial? What if you could work with financial advisors to help them differentiate their retirement...
Summary : Growth oriented Corporate Treasury team is looking to add an experienced financial analyst/client specialist to help build new Wholesale Public Funds (WPF) Desk....
Investment Banking Analyst II/III, Industry Coverage - Communications
- Charlotte, NC
- 2 days ago
- Charlotte, NC
- 2 days ago
Description Citizens is seeking an ambitious Investment Banking Analyst II/III to join the Communications sector team. In this role you will support senior bankers with a focus on originating and...
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and...
Enhanced Due Diligence (EDD) Analyst- Financial Crimes Risk Management
- Charlotte, NC
- 16 days ago
- Charlotte, NC
- 16 days ago
Work Location: Mount Laurel, New Jersey, United States of America Hours: 40 Pay Details: $28.25 - $45.00 USD TD is committed to providing fair and equitable compensation opportunities to all...
Preferred Qualifications: Certified Public Accountant, Certified Management Accountant, or Chartered Financial Analyst Master's degree of MBA Specific financial services or specialized industry experience...
Senior Quantitative Analyst, Emerging Risk Analytics
- Charlotte, NC
- 18 days ago
- Charlotte, NC
- 18 days ago
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and...
Minimum 3-5 years of financial analyst or treasury analyst experience (or an equivalent role) required....
Overview This is a hybrid role (if located in Morrristown, NJ, Charlotte, NC and Raleigh, NC) with the expectation that time working will regularly take place inside and outside of a company...
Job Summary: The Financial Analyst III provides planning, forecasting, reporting and financial analysis support for assigned line(s) of business and/or at the total segment level under the guidance...
User Acceptance Testing Analyst/Financial Crimes
- Charlotte, NC
- 24 days ago
- Charlotte, NC
- 24 days ago
Outstanding long-term contract opportunity! A well-known Financial Services Company is looking for an User Acceptance Tester with financial crimes/risk and controls experience in Charlotte, NC...
Securities Analyst - S and T - Capital Trans - DME - Complex Securities - Mgr - Multi Pos - 1601258
- Charlotte, NC
- 30+ days ago
- Charlotte, NC
- 30+ days ago
banking....
Securities Analyst - S and T - Capital Trans - DME - Complex Securities - Mgr - Multi Pos - 1601258
- Charlotte, NC
- 45+ days ago
- Charlotte, NC
- 45+ days ago
banking....
Apply Job Type Full-time Description JOB SUMMARY The Financial Planning Analyst III performs research and analysis to evaluate and forecast business performance and coordinates budgeting and...
Senior Portfolio Analyst (Charlotte, NC (Hybrid) or Remote)
- Charlotte, NC
- 60+ days ago
- Charlotte, NC
- 60+ days ago
Where youll work: Our flexible, hybrid work model offers the option to work remotely or in the office. How youll contribute: As a Senior Portfolio Analyst, youll be responsible for...
Demographic Data for Charlotte, NC
Moving to Charlotte, NC? Find some basic demographic data about Charlotte, NC below.
Financial Analyst Online Courses and Training Opportunities
Salary for Financial Analyst Jobs in Charlotte, NC
Required or preferred licenses and certifications for Financial Analyst positions.
Highest Education Level
Financial Analysts in Charlotte, NC offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Financial Analyst position
- Modeling
- Asset Management
- Presentation
- Investment Analysis
- Implementation
- Acquisitions
- Budget Planning
- Private Equity
- Budget Analysis
- Budgets
- Budget Preparation
- Quantitative Analysis
- Fixed Income
- Venture Capital
- Bloomberg Terminal
- Lease Accounting
- Cash Forecasting
- Private Banking
- Treasury
- Financial Services
- Corporate Finance
- Investment Banking
- Valuation
- Capital Markets
- Variance Analysis
- Financial Statements
- Investment Management
- Financial Planning and Analysis
- Portfolio Management
- Financial Modeling
- Financial Planning
- Due Diligence
- Financial Analysis
- Financial Reporting
- Budget Forecasting
- Business Administration
- Forecasting
- Finance
- Strategy Development
- Analytical Skills
- Decision Making
- Accounting
- Auditing
- Written Communication
- Data Analysis
- Budgeting
- Collaboration
- Documentation
- Bachelor's Degree
- Microsoft PowerPoint
- Regulations
- Reporting
- Policy Development
- Microsoft Office
- Problem Solving
- Microsoft Excel
- Research Skills
- Organization
- Scheduling
- Leadership
- Communication Skills
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