Finance Business Execution Consultant

Job Title: Finance Analyst - COO Operations & Financial Data Management

Location: Charlotte North Carolina 28202

Experience Required: 4+ Years

Department: Finance / Chief Operating Officer (COO) Team

Industry: Financial Services / Banking

Job Overview

We are seeking an experienced Finance Analyst to support the Chief Operating Officer (COO) team with financial coordination, data management, organizational structure maintenance, and operational reporting activities.

The ideal candidate will have a strong background in Finance Operations, Financial Data Management, Data Governance, and Organizational Reporting.

This role requires someone who is highly organized, detail-oriented, and comfortable working with financial and organizational data while independently managing recurring processes and partnering closely with the COO team.

Key Responsibilities

• Coordinate and manage financial activities in partnership with the COO team, ensuring accuracy and alignment with business objectives.

• Maintain financial data integrity through regular data validation, reconciliation, and maintenance activities.

• Support recurring data governance processes to ensure consistency, accuracy, and reliability of financial and organizational information.

• Maintain and update AU (organizational unit) structures, ensuring alignment with organizational, team, and reporting changes.

• Coordinate team alignment activities and ensure organizational changes are accurately reflected in management information and related processes.

• Review and analyze moderately complex financial and operational data to identify discrepancies, inconsistencies, and areas for improvement.

• Support financial planning, reporting, and operational management activities.

• Collaborate with Finance, COO, and cross-functional business stakeholders to resolve financial data and organizational structure issues.

• Ensure financial and organizational information is maintained in accordance with established policies, procedures, and compliance requirements.

• Contribute to process improvements that enhance financial data quality, operational efficiency, and reporting accuracy.

Required Qualifications

• Minimum 4+ years of Finance experience, or equivalent demonstrated through relevant work, consulting, training, military experience, or education.

• Experience supporting financial operations, financial data management, or related finance functions.

• Experience maintaining, reviewing, and validating financial and organizational data.

• Understanding of data integrity, data governance, and recurring data maintenance processes.

• Ability to work with organizational structures, reporting hierarchies, and management information.

• Experience coordinating with Finance, Operations, or business stakeholders.

• Strong organizational skills, attention to detail, and ability to independently manage recurring deliverables.

Preferred Qualifications

• Experience supporting a COO, Finance Operations, or Business Management team.

• Banking or financial services industry experience.

• Experience with organizational unit structures, reporting hierarchies, or organizational alignment activities.

• Knowledge of financial reporting, data reconciliation, and data quality controls.

• Proficiency in Microsoft Excel and other reporting or data management tools.

Pay Range: $58 - $60

The specific compensation for this position will be determined by a number of factors, including the scope, complexity and location of the role as well as the cost of labor in the market; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. Our full-time consultants have access to benefits including medical, dental, vision and 401K contributions as well as any other PTO, sick leave, and other benefits mandated by appliable state or localities where you reside or work.

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