Financial Planning and Analysis

• Participate as part of a dynamic team on interesting projects
• Conduct research, analytics, projects, strategy, process review and improvement, and technology enhancements and support
• Attend professional development sessions, informational sessions, networking, and community service events
• Work with a dedicated manager and program manager throughout the internship
• Complete an assigned project to improve a specific process or solve a problem
• Present the assigned project at the close of the internship
• Prepare and deliver a wrap-up presentation to the division leader and key stakeholders outlining accomplishments and internship experience
• Apply classroom knowledge in a corporate banking environment
• Compile and interpret financial data and analyze trends
• Produce insights that help drive business practices
• Produce reports based on data analysis, company trends, and financial processes
• Communicate financial and data analysis results in written and verbal form
• Help streamline and automate processes into efficient, repeatable workflows

Summer Intern – Corporate Finance

• Analyze financial and operational data to identify trends, explain variances, and provide practical recommendations
• Prepare recurring and ad hoc reports on revenue, receivables, cash activity, and customer program performance
• Develop analyses and reporting tools to help stakeholders understand results and make informed decisions
• Review billing activity for accuracy and completeness and investigate discrepancies through resolution
• Reconcile balances and transactions across reports, customer records, and the general ledger
• Monitor open items and work with internal partners to resolve financial questions
• Support month-end close through account reconciliations, accruals, journal entries, and supporting schedules
• Assist with revenue and deferred revenue analysis and reconciliations
• Maintain documentation and follow financial controls and approval processes
• Partner with Finance, Client Services, and Operations to understand business activity and financial impact
• Interpret contract terms and business processes to support accurate billing and reporting
• Identify improvements to data quality, reporting, and financial process efficiency

Financial Analyst

• Deliver accurate, decision-ready data and reporting solutions supporting Market Risk and Counterparty Credit Risk under Basel III, with a focus on FRTB and SA-CCR
• Partner with business, technology, and operations teams to translate regulatory and analytical requirements into scalable solutions
• Ensure data integrity and accuracy and sign off on results
• Strengthen controls and risk management disciplines
• Resolve technical, operational, risk management, business, and organizational challenges
• Set the team's direction and communicate individual and team priorities
• Manage team deliverables against expected results, focusing on operational and tactical activities
• Lead or provide technical consulting on large or complex projects and initiatives
• Manage teammates, including hiring, disciplinary actions, coaching, termination, and performance reviews
• Directly manage a team of five or more professional teammates, potentially including subordinate managers
• Automate reporting processes to improve efficiency and regulatory compliance

Risk Finance Data Management Manager II – Market and Counterparty Risk

• Perform contract accounting and reporting
• Provide project schedule focus to management
• Track annual fiscal plans and monthly updates
• Perform payroll/personnel processing and maintenance/reporting
• Handle contract administration, purchasing, facility leasing, and service administration
• Maintain contract budgets and prepare contract billing
• Estimate materials, equipment, production costs, and delivery schedules
• Comply with financial controls, procedures, system requirements, and forecasting techniques
• Monitor program requirements and cost performance against plans
• Perform financial and administrative reporting for contracts and programs
• Prepare and distribute financial and administrative reports to customers and user organizations
• Conduct variance, risk, and profit/loss analyses
• Set up projects to capture costs, recognize revenue, and bill customers
• Maintain project setup compliance and update project information
• Prepare forecasts
• Perform project financial reporting, including profit and loss statements, project status reports, PMR reports, funding notifications, estimates to complete, estimates at completion, forecast and budget reports, invoice backup reports, and client-specific reports
• Review timecards, travel vouchers, payment allocations, and funding statements for policy compliance

Program Financial Analyst

• Prepare and analyze monthly, quarterly, and annual financial reports
• Support budgeting and forecasting processes
• Conduct variance analysis and explain key drivers and deviations
• Assist with month-end and year-end close activities, including reconciliations and accrual support
• Collaborate with cross-functional teams, including Operations, to gather and interpret financial data
• Analyze financial aspects of the revenue cycle, including accounts receivable, revenue, and allowances
• Develop and maintain financial models to support business initiatives and decision-making
• Identify trends and provide insights for management reporting and presentations
• Support process improvements and automation of financial reporting activities
• Ensure compliance with internal controls, policies, and financial standards, including audit support

Financial Analyst II

• Handle financial claims expense invoicing, reporting, analysis, reimbursement determination, and forecasting
• Prepare weekly invoicing, statements, financial claims expense reports, and month-end closing materials
• Research administrative services and stop loss coverage, including root cause analysis and inquiry resolution
• Analyze claims, plan policies, products, rates, membership, enrollment, underwriting, direct sales, contracts, and program engagement
• Support financial analysis and forecasting for claims expense and stop loss coverage
• Prepare financials for employer groups or stop loss vendors using claims, credits, trends, reports, and other factors
• Review employer group subgroup expenditures for compliance with Administrative Agreements
• Prepare reports, variance analyses, estimates, and adjustments for employer groups, vendors, sales, underwriting, and other audiences
• Verify and identify manual transaction fees and contractual adjustments
• Reconcile statements of account and assist with monthly run-out and final close-out activities
• Compile data for internal and external audits
• Process client transactions including claims holds or suspensions, run-out administrative fees, and employer group settlements
• Determine stop loss benefit eligibility based on contract terms and investigate related vendor inquiries
• Assist with quality reviews of operational inquiries to ensure information accuracy and expected service levels

Client Financial Associate

• Develop, analyze, interpret, report, and present historical and/or forecasted financial claims expense and stop loss coverage information
• Prepare claims expense financials, estimated claim expense, financial forecasts, and business-related analysis and research
• Coordinate and direct preparation of stop loss coverage for employer groups or stop loss vendors
• Prepare reports and analysis for self-funded groups, stop loss vendors, sales, underwriting, and other audiences
• Perform monthly variance analysis at employer-group or consolidated-company level
• Advise management on financial policy, procedure, application, historical performance, planning, and forecasting
• Review internal and external reports for accuracy, including membership, commissions, and large-claim impacts
• Prepare employer group transactions and statement-of-account reconciliations
• Assist with monthly, run-out, and final closeout activities, schedules, and general accounting functions
• Process client transactions involving suspended or held claims, run-out administrative fees, and employer-group settlements
• Determine stop-loss benefit eligibility based on claimant contract terms
• Serve as a contact for internal and external audits and projects, assisting with planning, testing, training, and implementation
• Perform quality reviews of operational inquiries and communicate results with coaching and training recommendations
• Handle complex eligibility and documentation issues with producers and support underwriting referrals

Client Financial Analyst

• Direct all general accounting activities, including accounts payable, accounts receivable, cash management, accruals, and account reconciliations
• Lead monthly, quarterly, and annual financial close processes
• Prepare and review financial statements, management reports, balance sheet reconciliations, and supporting schedules
• Ensure financial reporting complies with GAAP and company policies
• Maintain the chart of accounts and general ledger
• Review financial results and investigate variances, trends, and unusual transactions
• Develop, maintain, and improve accounting policies, procedures, and internal controls
• Ensure segregation of duties and financial approval processes
• Monitor compliance with federal, state, and local financial and tax requirements
• Coordinate annual financial statement audits and serve as primary contact for external auditors
• Oversee accounts payable and accounts receivable functions
• Monitor receivables, aging, collections, and credit exposure
• Oversee vendor payments and authorization/documentation
• Monitor daily cash positions and support cash-flow forecasting
• Review banking activity, reconciliations, and processes
• Identify working-capital and cash-management improvements
• Assist executive leadership with annual budgeting and financial forecasting
• Prepare budget-to-actual reporting and explain significant variances
• Develop financial analyses supporting operational and strategic decisions using Power BI and other business analytics tools
• Monitor financial and operational performance indicators
• Partner with operational leadership to analyze profitability by customer, service line, business unit, or other segment
• Identify cost-saving opportunities, financial risks, and profitability improvements

Director of Finance and Accounting

• Report to the FP&A Manager and support the U.S. Glass segment
• Provide reliable financial reporting and forecasting to the Glass leadership team
• Partner with the Glass operations team and provide business performance and financial analysis
• Perform ad-hoc reporting, analysis, and projects, including quarterly earnings preparation and monthly business reviews
• Identify key risks, opportunities, and business drivers
• Prepare weekly and monthly reporting, including variance analysis versus budget, forecast, and prior year, at brand, region, district, and store levels
• Maintain and update departmental daily, weekly, and monthly reports
• Manage weekly sales reporting
• Track weekly customers and strategic initiatives
• Update and analyze monthly close P&Ls
• Maintain store P&Ls, store comp data, and last-twelve-months financial information by store
• Translate business requirements into new reporting tools
• Present financial analysis and forecasting to business partners weekly and monthly
• Forecast expenses weekly and monthly and prepare annual expense budgets

Financial Planning and Analysis jobs in North Carolina

Summer Intern – Corporate Finance

Financial Analyst

Financial Analyst

Risk Finance Data Management Manager II – Market and Counterparty Risk

Program Financial Analyst

Financial Analyst II

Client Financial Associate

Client Financial Analyst

Director of Finance and Accounting

Senior FP&A Analyst