Financial Analyst Jobs in Monroe, 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.
Investment Analyst Real Estate
- Charlotte, NC (20 miles from Monroe, NC)
- 14 hours ago
- Charlotte, NC (20 miles from Monroe, NC)
- 14 hours ago
Job Description What is the opportunity? RBC Capital Markets is the global investment banking arm of the Royal Bank of Canada (RBC). The real estate analyst position focuses on modeling and...
Financial Analyst III- Internal Controls Team
- Charlotte, NC (20 miles from Monroe, NC)
- 2 days ago
- Charlotte, NC (20 miles from Monroe, NC)
- 2 days ago
Line of Business: Finance Job Description: The Financial Analyst III provides planning, forecasting, reporting and financial analysis support for assigned line(s) of business and/or at the total segment...
Sr. Finance Analyst- Financial Business Support
- Charlotte, NC (20 miles from Monroe, NC)
- 2 days ago
- Charlotte, NC (20 miles from Monroe, NC)
- 2 days ago
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...
Senior Portfolio Analyst-HYBRID
- Charlotte, NC (20 miles from Monroe, NC)
- 3 days ago
- Charlotte, NC (20 miles from Monroe, NC)
- 3 days ago
Sr. Portfolio Analyst - BA07EE Portfolio Analyst - BA08CE We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here...
Budget Analyst Finance [COC0039236]
- Charlotte, NC (20 miles from Monroe, NC)
- 3 days ago
- Charlotte, NC (20 miles from Monroe, NC)
- 3 days ago
RESPONSIBILITIES AND DUTIES - Budget Analyst | Finance [COC0039236] Prepare budget forecasts and cost analysis. Track expenditures and analyze variances. Support departmental budget planning....
Investment Banking Financial Analyst Charlotte, Business Services (Class of 2026)
- Charlotte, NC (20 miles from Monroe, NC)
- 10 days ago
- Charlotte, NC (20 miles from Monroe, NC)
- 10 days ago
Business Unit: Corporate Finance Industry: Business Services Overview Houlihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital markets,...
Intrepid Investment Advisors - 2026 Investment Banking Analyst - Charlotte
- Charlotte, NC (20 miles from Monroe, NC)
- 11 days ago
- Charlotte, NC (20 miles from Monroe, NC)
- 11 days ago
Known for its unique entrepreneurial culture that values teamwork and transparency, Intrepid offers highly motivated individuals the opportunity to make meaningful contributions to client...
Remote WorkMortgage Business Financial Analyst /AVP
- Charlotte, NC (20 miles from Monroe, NC)
- 14 days ago
- Charlotte, NC (20 miles from Monroe, NC)
- 14 days ago
Citi Treasury manages the balance sheet, capital, and liquidity of Citigroup; manages and provides corporate oversight of liquidity, interest rate, and currency translation risks; and supports...
Quantitative Financial Analyst
- Charlotte, NC (20 miles from Monroe, NC)
- 14 days ago
- Charlotte, NC (20 miles from Monroe, NC)
- 14 days ago
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...
- Charlotte, NC (20 miles from Monroe, NC)
- 14 days ago
- Charlotte, NC (20 miles from Monroe, NC)
- 14 days ago
Responsible for taking out bond and loan calculations from large legal documents, and uploading them into an Access-like database. This role manages large loan portfolios which includes managing...
Sr Quantitative Financial Analyst Sr Quantitative Financial Analyst
- Charlotte, NC (20 miles from Monroe, NC)
- 15 days ago
- Charlotte, NC (20 miles from Monroe, NC)
- 15 days ago
Sr Quantitative Financial Analyst Bank of America 3.2 ( ) Multiple Locations Why you should apply for a job to Bank of America : Ranked as one of the 57% say women are treated fairly and equally to...
Senior Finance Analyst Financial Business Support Senior Finance Analyst Financial Business Support
- Charlotte, NC (20 miles from Monroe, NC)
- 15 days ago
- Charlotte, NC (20 miles from Monroe, NC)
- 15 days ago
Senior Finance Analyst - Financial Business Support Bank of America 3.2 ( ) Charlotte, NC Why you should apply for a job to Bank of America : Ranked as one of the 57% say women are treated fairly...
Client Quantitative Analyst I - GB/GM AML Analytics & Reporting
- Charlotte, NC (20 miles from Monroe, NC)
- 15 days ago
- Charlotte, NC (20 miles from Monroe, NC)
- 15 days ago
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...
- Charlotte, NC (20 miles from Monroe, NC)
- 15 days ago
- Charlotte, NC (20 miles from Monroe, NC)
- 15 days ago
Sr. Portfolio Analyst - BA07EE We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every...
Construction Surety Underwriter / Financial Analyst
- Charlotte, NC (20 miles from Monroe, NC)
- 30+ days ago
- Charlotte, NC (20 miles from Monroe, NC)
- 30+ days ago
Who Are We? Taking care of our customers, our communities and each other. Thats the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property...
Demographic Data for Monroe, NC
Moving to Monroe, NC? Find some basic demographic data about Monroe, NC below.
Financial Analyst Online Courses and Training Opportunities
Salary for Financial Analyst Jobs in Monroe, NC
Required or preferred licenses and certifications for Financial Analyst positions.
Highest Education Level
Financial Analysts in Monroe, NC offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Financial Analyst position
- Modeling
- Presentation
- Financial Management
- Visual Basic for Applications
- Investment Analysis
- Budget Planning
- Private Equity
- Budget Analysis
- Budgets
- Quantitative Analysis
- Fixed Income
- Financial Forecasting
- Equities
- Alternative Investments
- Bloomberg Terminal
- FactSet
- Private Banking
- Financial Services
- Corporate Finance
- Capital Markets
- Investment Banking
- Valuation
- Financial Statements
- Investment Management
- Variance Analysis
- Financial Planning and Analysis
- Portfolio Management
- Financial Planning
- Financial Modeling
- Due Diligence
- Asset Management
- Financial Analysis
- Financial Reporting
- Budget Forecasting
- Forecasting
- Finance
- Strategy Development
- Decision Making
- Analytical Skills
- Auditing
- Accounting
- Written Communication
- Documentation
- Budgeting
- Data Analysis
- Reporting
- Collaboration
- Policy Development
- Bachelor's Degree
- Microsoft PowerPoint
- Regulations
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Sales
- Research Skills
- Organization
- Scheduling
- Leadership
- Communication Skills
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Here are some other career titles that require similar skills
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