• Gather and organize financial data from all accounting departments.
• Compile and analyze financial reports and find discrepancies that require senior management’s attention.
• Create actuarial models and devote time to risk management, especially with regard to accounts receivable
• Prepare financial reports with reliable conclusions that management can use to implement more effective operational strategies.
• Forecast models for revenue changes and expenditure increases/decreases.
• Provide EOM reports for C-level executives.
• Ability to create and manipulate structured and contingent financial models.
• Knowledge of QuickBooks and SQL tools.
• Series 65 and 28 securities Licenses required.
• Req: Master degree in Finance or MBA

Job is in Charlotte, NC
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Innovation Partners LLC
5950 Fairview Road,
Suite 140,
Charlotte, NC 28210