CrawlJobs Logo

Financial Analyst

https://www.roberthalf.com Logo

Robert Half

Location Icon

Location:
United States , Charlotte

Category Icon
Category:
IT - Administration

Job Type Icon

Contract Type:
Not provided

Salary Icon

Salary:

Not provided
Save Job
Save Icon
Apply Position

Job Description:

We are looking for a detail-oriented Financial Analyst to support service billing activities for North America Field Service in Charlotte, North Carolina. This Long-term Contract position focuses on reviewing completed work, confirming documentation and approvals, resolving billing-related discrepancies, and preparing service orders for invoicing. The role works closely with field teams and internal partners in a fast-paced environment, with a hybrid schedule and increased activity during month-end and quarter-end periods.

Job Responsibility:

  • Review completed service jobs and project records to confirm they meet requirements for billing readiness
  • Verify customer approvals, order closure details, and supporting documentation before releasing work for invoicing
  • Examine labor, material, and other cost entries for accuracy and make or coordinate corrections when discrepancies are identified
  • Update service orders to the appropriate billing-ready status so invoicing can proceed without delay
  • Partner with field offices to clarify job status, resolve exceptions, and communicate outstanding issues affecting billing completion
  • Track open orders each day, prioritize aging items, and support deadline-driven month-end activities
  • Monitor shared invoice upload queues and address daily processing needs in coordination with assigned markets
  • Assist in researching customer billing questions or disputes and provide timely progress updates to stakeholders
  • Support performance goals by maintaining accuracy, responsiveness, and consistent follow-through on assigned work
  • Identify opportunities to streamline billing readiness workflows and contribute to ongoing process improvement efforts

Requirements:

  • 5+ years of experience working in a business or operations environment
  • experience with billing operations, job costing, accounting support, or financial analysis
  • strong Microsoft Office skills, particularly within Excel
  • excellent attention to detail and ability to manage multiple priorities simultaneously
  • strong communication and customer service skills when working with internal teams and external customers
  • experience with SAP, Salesforce, or ServiceMax is strongly preferred
  • HVAC service industry experience is a plus
  • ability to work independently while contributing to a collaborative team environment
  • strong financial acumen and process-oriented mindset

Nice to have:

  • Experience with SAP, Salesforce, or ServiceMax is strongly preferred
  • HVAC service industry experience is a plus
What we offer:
  • medical
  • vision
  • dental
  • life and disability insurance
  • 401(k) plan

Additional Information:

Job Posted:
May 20, 2026

Work Type:
Hybrid work
Icon
Robert Half - All Job Offers
Job Link Share:
Copy Link Icon
Facebook Icon Twitter Icon LinkedIn Icon
PREMIUM
More languages and countries
+ Unlock 30987 hidden job offers
Languages
English Čeština Deutsch Ελληνικά Español Français +15
Countries
United States United Kingdom India Canada Australia +
See plans
Plans from $2.99 / month

Looking for more opportunities? Search for other job offers that match your skills and interests.

Briefcase Icon

Similar Jobs for Financial Analyst

Financial & Controlling Analyst / Senior Financial & Controlling Analyst

We’re looking for a Financial & Controlling Analyst / Senior Financial & Control...
Location
Location
Brazil
Salary
Salary:
Not provided
inplanet.earth Logo
InPlanet
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor’s degree in Accounting, Finance, Business Administration, Economics, or a related field
  • 3-5 years of proven experience in controlling, accounting, or financial reporting roles
  • Deep understanding of Brazilian accounting standards, IFRS, and multi-entity consolidation
  • Strong command of Excel/Google Sheets and experience with financial systems
  • Familiarity with Accounting, Compliance, Treasury (AP & AR), and FP&A
  • Advanced English communication skills
  • Excellent organizational and project management abilities
  • Collaborative, proactive, curious, and eager to learn
  • Goes above and beyond with a strong sense of ownership and accountability
  • Hard-working and hands-on
Job Responsibility
Job Responsibility
  • Ensure accurate and timely accounting and tax records following Brazilian GAAP and IFRS
  • Support financial consolidation across multiple entities and geographies
  • Drive or support the month-end and year-end closing processes
  • Support the Finance team in corporate finance, strategy, and investor relations
  • Ensure strong internal controls and help mitigate financial and operational risks
  • Coordinate compliance with local and international tax and accounting standards
  • Support treasury operations, including Accounts Payable (AP), Accounts Receivable (AR), and cash flow planning
  • Partner with FP&A to align operational and financial insights
  • Manage with external auditors and advisors during audits and reviews
  • Identify and lead process improvements to make our systems more reliable, efficient, and scalable
What we offer
What we offer
  • Home Office Budget
  • Personal development budget
  • Language Programme Monthly Allowance
  • 40 days annual leave
  • The opportunity to be autonomous, make a huge difference and belong to a vision
  • Occasional off-sites in Brazil
  • Laptop to fuel your productivity
Read More
Arrow Right

Workday Financials Analyst

We are looking for a skilled Workday Financials Analyst to manage, enhance, and ...
Location
Location
United States , Manchester
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor’s degree in Finance, Accounting, Information Systems, or a related field
  • At least 5 years of experience working with Workday Financials, with a minimum of 2 years in a systems analyst or functional role
  • Strong knowledge of Workday Financial modules, including General Ledger, Supplier Accounts, Expenses, Procurement, and Banking
  • Familiarity with nonprofit, education, or healthcare financial operations is a plus
  • Proficiency in creating and managing dashboards, reports, and analytics within Workday
  • Experience with Workday Studio or Workday Prism is an advantage
  • Strong problem-solving skills and the ability to work collaboratively across departments
  • Excellent communication skills to effectively train users and document processes
Job Responsibility
Job Responsibility
  • Configure and maintain Workday Financial modules, including Financial Accounting, Procurement, Accounts Payable/Receivable, Banking & Settlements, and Grants Management
  • Collaborate with finance and accounting teams to identify and implement process improvements, automation opportunities, and enhanced reporting capabilities
  • Develop and maintain dashboards, custom reports, and data extracts to provide real-time insights and support compliance and leadership decision-making
  • Respond to user inquiries, troubleshoot issues, and provide ongoing support for Workday Finance modules
  • Lead or participate in testing activities during system upgrades, enhancements, or new implementations, including developing test scripts and validating results
  • Create user guides, standard operating procedures, and training materials to support system adoption and user self-sufficiency
  • Conduct training sessions and workshops to ensure users are confident in utilizing the system effectively
  • Ensure system configurations align with audit requirements, internal controls, and nonprofit compliance standards
What we offer
What we offer
  • Medical, vision, dental, and life and disability insurance
  • Eligibility to enroll in company 401(k) plan
  • Fulltime
Read More
Arrow Right

Senior Financial Analyst

Elevate your career as a Senior Financial Analyst. Lead comprehensive financial ...
Location
Location
United States , Austin
Salary
Salary:
Not provided
conseroglobal.com Logo
Consero Global
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • CA / CPA / CFA / MBA
  • Excellent Communication skills
  • 5 – 8 years of experience in Financial Planning and Analysis: Budgeting, Forecasting, Variance Analysis & Reporting
  • Strong Financial modeling skills
  • Working knowledge of GAAP
  • Strong analytical abilities
  • Excellent MS-Excel skills
  • Demonstrated ability to work in a fast paced environment
  • Proven mentorship capabilities
Job Responsibility
Job Responsibility
  • Projection of financial statements (BS, P&L, Cash flow statements) for multiple years
  • Develop complex financial models to support business decisions
  • Provide guidance / alerts to Business on Operational and key financial indicators like Revenue, Margin, Margin % etc
  • Analyze and explain spending variances to budget / forecast
  • Review financial results with Finance and departmental management
  • Provide ad hoc analysis as requested by the management
  • Maintain Industry Comparables model to benchmark and analyze business performance against key competitors
  • Track industry news and activities, assessing value & impact to customer’s business goals
Read More
Arrow Right

Financial Analyst

Our client is looking for a skilled Financial Analyst to analyze financial data,...
Location
Location
United States , Lexington
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor’s degree in Finance, Accounting, Economics, or a related field
  • 2–5 years of experience in a financial analyst or similar role
  • Advanced proficiency in Microsoft Excel, including pivot tables and financial modeling
  • Familiarity with business intelligence tools like Power BI or Tableau is preferred
  • Strong analytical and problem-solving skills with a focus on data-driven decision-making
  • Exceptional attention to detail and commitment to delivering accurate results
  • Excellent written and verbal communication skills
  • Ability to work collaboratively across teams and manage multiple priorities effectively
Job Responsibility
Job Responsibility
  • Analyze historical and current financial data to identify patterns and inform business strategy
  • Develop and refine financial models to support budgeting, forecasting, and variance analysis
  • Prepare detailed financial reports on a monthly, quarterly, and annual basis for internal stakeholders
  • Monitor key performance indicators (KPIs) and assess operational efficiency to drive improvements
  • Conduct cost accounting and margin analysis to evaluate product and service profitability
  • Perform ad hoc financial analyses to support pricing strategies, investment evaluations, and other initiatives
  • Collaborate with the accounting team to ensure accuracy during month-end close processes
  • Provide recommendations based on data insights to enhance profitability and cost management
  • Assist in creating presentation materials for executive leadership and board meetings
What we offer
What we offer
  • Medical, vision, dental, and life and disability insurance
  • Company 401(k) plan
  • Free online training
  • Fulltime
Read More
Arrow Right

Sr. Financial Analyst

We are on the lookout for an experienced Sr. Financial Analyst to join our team ...
Location
Location
United States , Sunbury
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor's degree in Finance, Accounting or a related field is required
  • Minimum 5 years of experience in a similar role within the finance sector
  • Proficiency in financial software packages and MS Office Suite, particularly Excel
  • Ability to analyze financial data and prepare financial reports, statements, and projections
  • Excellent communication and presentation skills
  • Strong analytical, decision-making, and problem-solving skills
  • Ability to work independently and collaboratively in a team environment
  • Proven ability to manage multiple projects concurrently and meet deadlines
  • Strong attention to detail and accuracy in work
  • Knowledge of federal, state, and company policies, procedures and regulations as related to accounting
Job Responsibility
Job Responsibility
  • Aid in system implementations and testing, ensuring smooth transitions and accurate results
  • Conduct analysis for management and external auditors for both quarterly and annual analytical reviews
  • Keep procedure documentation current, ensuring all processes are accurately represented and easily accessible
  • Serve as a communication bridge between vendors and internal associates, answering questions and resolving issues
  • Investigate and analyze discrepancies, recommending solutions for issue resolution
  • Prepare and distribute various daily, weekly, and monthly reports as needed
  • Contribute to company projects as assigned, and expected to cross-train in multiple department positions
  • Develop reporting for internal or external use as required
  • Show initiative in improving process flow and identifying efficiencies
  • Undertake additional data analytic and compliance projects as assigned by management
What we offer
What we offer
  • medical
  • vision
  • dental
  • life and disability insurance
  • eligibility to enroll in company 401(k) plan
  • Fulltime
Read More
Arrow Right

Financial Analyst

Location
Location
United States , New York
Salary
Salary:
85000.00 - 110000.00 USD / Year
arrowsearchpartners.com Logo
Arrow Search Partners
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor’s degree required
  • 5-7 years of AP experience
  • Mix of public and private accounting experience
  • Knowledge of foreign currency transactions
  • Knowledge of Workday and Concur Invoice
Job Responsibility
Job Responsibility
  • Record, review, and reconcile intercompany transactions in multiple currencies across various companies
  • Review of invoices for proper approval, amount, allocation code and expense methodology
  • Set up payments/transfers on various bank portals
  • Set up and maintain vendor profiles, requesting W-9 forms, and verifying bank account changes
  • Assist with external audit requests as needed
  • Assistance with ad hoc assignments and special projects, including FBAR and 1099 filing
Read More
Arrow Right

Financial Planning Analyst

The role involves providing support to our client's advisory team, focusing on t...
Location
Location
United States , Philadelphia
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Possession of a minimum of one year of experience in financial planning or related roles
  • Proficiency in creating and managing annual financial plans
  • Demonstrated ability in conducting financial reconciliation
  • Prior experience in the financial services sector
  • Certification or relevant experience as a Personal Financial Specialist
  • Exceptional analytical skills and attention to detail
  • Strong communication and presentation skills
  • Proficiency in using financial software and Microsoft Office Suite
  • Ability to work independently and as part of a team
  • Bachelor's degree in Finance, Accounting, or related field is preferred
Job Responsibility
Job Responsibility
  • Compile reports on portfolio performance on a regular basis
  • Monitor and update client asset allocations
  • Conduct due diligence on investment mutual funds, ETF's, separate account managers, and hedge funds
  • Prepare and coordinate materials for client meetings
  • Compile quarterly tax projections
  • Handle account creation and maintenance
  • Manage money movement including wire transfers and journals
  • Maintain and update the database regularly
  • Conduct ad hoc project management
  • Assist in portfolio performance updates
What we offer
What we offer
  • Medical, vision, dental, and life and disability insurance
  • Eligibility to enroll in company 401(k) plan.
  • Fulltime
Read More
Arrow Right

Financial Analyst

The Financial Analyst will play a key role in our team, focusing on managing fin...
Location
Location
United States , Fort Worth
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Minimum of 5 years of experience in a Financial Analyst or Accountant role or similar capacity
  • Proficiency in Budget Processes, Capital Management, and Financial Planning & Analysis (FP&A)
  • Extensive experience in Financial Reporting and Compliance
  • Ability to handle Journal Entries and Account Reconciliation
  • Experience in Bank Reconciliations and Fixed Asset Accounting
  • Demonstrated skills in Strategic Planning and Inventory Accounting
  • Knowledge of Risk Management and proven ability in Process Improvement
  • Experience in managing Accounts Payable (AP) and Accounts Receivable (AR)
  • Proficiency in using NetSuite required
  • Excellent analytical, problem-solving, and decision-making skills
Job Responsibility
Job Responsibility
  • Develop and manage financial forecasts, budgets, and financial plans to ensure the financial health of the organization
  • Analyze financial performance against budgets and forecasts, providing insights and recommendations for improvement
  • Perform account reconciliation, balance sheets, month-end, quarter-end, and year-end closing reporting
  • Approve journal entries and handle GL account reconciliation
  • Manage bank account balances, pull daily bank and credit card reports, and process vendor payments via check, ACH, or online
  • Assist with the annual budgeting process
  • collaborate with departmental heads to create accurate budgets
  • Monitor and assist with departmental budgets and expenditures
  • Create and manage the PO process, receive and process inventory, handle and escalate vendor issues
  • Identify financial risks and develop strategies to mitigate them
What we offer
What we offer
  • Medical, vision, dental, and life and disability insurance
  • Eligibility to enroll in company 401(k) plan
  • Fulltime
Read More
Arrow Right