Top 222 Financial planning analyst Jobs in Charlotte Nc

Senior Financial Analyst - Expense Allocations (Charlotte, NC (Hybrid) or Remote)
Brighthouse Financial —Charlotte, NC
- $80,000 - $90,000 a year
- Full-time
- Hybrid work
- Bachelor of Science
- Research
- Mid-level
- Paid parental leave
- Health savings account
Financial Analyst - Financial Planning
CaroMont Health —Gastonia, NC
- Full-time
- Mid-level
- Office
- Finance
Financial Analyst
Husqvarna —Charlotte, NC
- Full-time
- Bachelor of Science
- Mid-level
- Office
Data Analyst, Financial Planning Analytics & Reporting
LPL Financial Corp —Fort Mill, SC
- $32.58 - $54.27 an hour
- Full-time
- Office
- Finance
- SQL
- Health insurance
- Paid time off
Quick Apply
Financial Analyst
Siemens Energy —Charlotte, NC
- Full-time
- Mid-level
- Office
- 3 years
- Paid holidays
- Health insurance
8d
Financial Analyst
Aecon Group —Charlotte, NC
- Email
- CPA
- Mid-level
- Office
- Tuition reimbursement
Financial Analyst - Operational Finance
Turner Construction Company —Charlotte, NC
- Construction site
- Mid-level
- 3 years
Analyst - FP&A (Financial Planning and Analysis)
Onward Energy —Charlotte, NC
- Email
- Hybrid work
- Mid-level
- 3 years
- Analysis skills
- Health insurance
- Life insurance
Quick Apply
Senior Financial Analyst
Eaton —Charlotte, NC
- $86,000 - $126,000 a year
- Monday to Friday
- Hybrid work
- Background check
- Oracle
- CPA
- Retirement plan
Financial Analyst
First Horizon Bank —Charlotte, NC
- Microsoft Excel
- Mid-level
- Office
- Wellness program
- Health savings account
Sr Payroll Financial Analyst
Honeywell —Charlotte, NC
- Full-time
- Hybrid work
- 6 years
- Oracle
- Office
- Health savings account
- Paid holidays
Financial Reporting Analyst Senior
USAA —Charlotte, NC
- $93,770 - $179,240 a year
- Hybrid work
- Oracle
- CPA
- Military
- Paid holidays
- Health insurance
Strategic Financial Analyst
U.S. Bank National Association —Charlotte, NC
- $86,360 - $101,600 a year
- Full-time
- Writing skills
- Office
- 8 years
- Paid holidays
- Disability insurance
8d
Financial Analyst
Subsplash —Charlotte, NC
- Remote
- Background check
- CPA
- Mid-level
- Disability insurance
- Health insurance
Quick Apply
Finance Management Summer Analyst Program - 2027
Bank of America —Charlotte, NC
- Office
- Finance
- Analysis skills
- On-the-job training
Financial Analyst Senior
Atrium Health —Charlotte, NC
- $41.10 - $61.65 an hour
- Full-time
- CPA
- 5 years
- Research
- Paid parental leave
- Disability insurance
2d
Financial Crimes Analyst I
Truist Bank —Charlotte, NC
- Full-time
- Computer literacy
- English
- Research
- AD&D insurance
- Paid holidays
10d
Senior Finance Analyst â€“ Business Support (CFO-Card & Small Business Lending Valuation, Analytics, and Reporting)
Bank of America —Charlotte, NC
- Full-time
- Office
- Finance
- SQL
3d
Sr. Analyst, Strategic Deal Management
Sealed Air —Charlotte, NC
- $74,500 - $128,455 a year
- Online Application
- Office
- Contracts
- Senior level
Senior Financial Analyst
Truist Bank —Charlotte, NC
- $74,000 - $134,000 a year
- Full-time
- Microsoft Outlook
- CPA
- 5 years
- AD&D insurance
- Paid holidays

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

Brighthouse Financial -
Charlotte, NC

Apply Now

Job Details

Full-time
$80,000 - $90,000 a year

Benefits

Paid parental leave
Health savings account
Paid holidays
Disability insurance
Health insurance
Dental insurance
Flexible spending account
Paid time off
Work from home
Vision insurance
401(k) matching
Life insurance

Qualifications

Optimizing workflow processes
VLOOKUP function
Accounting systems
Preparation of internal financial performance reports
Internal controls
Financial model construction
Bachelor's degree in finance
Bachelor of Science
SAP
Process improvement
Metrics Reporting
Research
Mid-level
SOX
Finance
MATCH function
Analysis skills
Expense reports
Bachelor's degree
Ratio analysis
Decision making
Forecasting
Financial projection model development
Financial statement interpretation
Financial performance measurement
INDEX function
Bachelor's degree in accounting
Financial forecasting analysis
Legal compliance
2 years

Full Job Description

Where you'll work:

Our flexible, hybrid work model offers the option to work remotely or in the office.

How you'll contribute:

As a Senior Financial Analyst, you'll be responsible primarily for expense allocations, statutory expense reporting and peer review analysis. Additional responsibilities include preparing monthly, quarterly and annual reports and delivering relevant financial analysis. Interact with various teams within the organization, answering questions and providing information accurately, using sound judgement to make effective decisions. Approximately 25% of the role is dedicated to ad-hoc requests and project-based work.

In this role, you'll get to:

Develop and maintain financial models with multiple inputs from financial systems to calculate expense prorates across legal entities and products.
Monthly maintenance of prorates, reviewing submitted changes, compiling and loading prorates in SAP and validating system allocated results.
Review monthly allocation results for unallocated balances and perform research on identified anomalies.
Quarterly preparation of statutory expense ratio for actuals and forecasts along with peer analysis utilizing statutory financials to provide a comprehensive view of our performance relative to the industry.
Prepare financial reports from multiple sources; compile databases and formulate spreadsheets; interpret trends and analyze results.
Document processes, procedures, and metrics. Identify, implement, and/or strengthen internal controls in existing/new processes.
Maintain a sound internal control environment in compliance with Sarbanes-Oxley (SOX) surrounding expense allocations.
Expand or modify existing processes to improve efficiency.
Special projects and ad-hoc analysis as needed.

We're looking for people who have:

Effective business analytical abilities, attention to detail and organizational skills.
Highly proficient in Excel to perform pivots, index matches, vlookups as required.
Experience working with SAP, BPC, PaPM and Analysis for Office is preferred, but not required.
Ability to handle multiple tasks and deadlines.
Excellent verbal, written and interpersonal communication skills.
Ability to work effectively as part of a team as well as independently.
Proactive work style.
2+ years of related work experience.
BA/BS degree, preferably in Finance or Accounting.

Research shows some people may not apply for a role if they don't check all the boxes of a job description. If you don't check every box listed, that's okay. We would love to hear from you.

What you'll receive:

Compensation – Base salary ranging from $80,000 to $90,000 plus competitive performance-based incentives determined by company and individual results.
Flexible Work Environment – Work remotely or in the office to better thrive in all areas of life.
Paid Time Off – Recharge with a minimum of 20 days of paid time off and 16 paid company holidays per calendar year plus paid volunteer time and paid study time.
Financial Health – Work toward achieving your financial goals through our 401(k) savings plan with company match (up to 6%), annual company nondiscretionary contribution (3%), and financial counseling services.
Health and Wellness – Enjoy competitive medical, vision, and dental plans plus tax-free health savings accounts with potential company contributions up to $1,000 per family.
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.
Life and Disability Support – Gain access to company-paid basic life insurance and short-term disability insurance.

The company and your department may occasionally gather in person throughout the year to foster a culture of belonging and promote team building. We'd love for you to join us during those company-wide and department-wide events to help you strengthen connections across the company.

Why join us?

Brighthouse Financial is on a mission to help people achieve financial security. Our company is one of the largest providers of annuities and life insurance in the U.S.,* and we specialize in products designed to help people protect what they've earned and ensure it lasts.

We empower employees to collaborate, bring their passion to work, and make an impact. Our inclusive work environment fosters a culture that celebrates diverse backgrounds and experiences. You can find out more about our company culture by visiting brighthousefinancial.com/about-us/careers/.

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.

Ranked by 2024 admitted assets. Best's Review®: Top 200 U.S. Life/Health Insurers. AM Best, 2025.

PI285778916

Apply Now

Refine Your Search

financial planning analyst jobs in charlotte nc

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

Financial Analyst - Financial Planning

Financial Analyst

Data Analyst, Financial Planning Analytics & Reporting

Financial Analyst

Financial Analyst

Financial Analyst - Operational Finance

Analyst - FP&A (Financial Planning and Analysis)

Senior Financial Analyst

Financial Analyst

Sr Payroll Financial Analyst

Financial Reporting Analyst Senior

Strategic Financial Analyst

Financial Analyst

Finance Management Summer Analyst Program - 2027

Financial Analyst Senior

Financial Crimes Analyst I

Senior Finance Analyst â€“ Business Support (CFO-Card & Small Business Lending Valuation, Analytics, and Reporting)

Sr. Analyst, Strategic Deal Management

Senior Financial Analyst

I want to receive the latest job alert for financial planning analyst in charlotte nc

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