Location:

Charlotte, North Carolina, 28202, United States

Posted:

07-21-2026

Sector:

Accounting and Finance

Work Type:

Direct Hire

Reference:

69465

Contact sales

We’d love to see how we can streamline your hiring together.

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Black heart icon on a white background.
Contact sales

We’d love to see how we can streamline your hiring together.

Request a demo
Black heart symbol on a white background.
Contact sales

We’d love to see how we can streamline your hiring together.

Request a demo
Black heart on white background.
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WHAT THEY OFFER YOU

  • A high-impact Senior Analyst opportunity owning the firm's Travel & Expense (T&E) and Accounts Payable functions within a sophisticated corporate accounting environment.
  • Opportunity to support a growing investment platform while partnering closely with executive leadership, accounting, treasury, and operations teams.
  • Broad exposure to expense allocations, treasury operations, vendor management, 1099 reporting, and corporate accounting initiatives.
  • Ability to drive process improvements through automation, technology enhancements, and operational best practices
  • Hybrid working environment that offers long-term career growth within a collaborative, high-performing finance organization

WHY THIS ROLE IS IMPORTANT
  • Serves as the primary owner of the firm's Travel & Expense and Accounts Payable processes, ensuring expenses are processed accurately, timely, and in accordance with company policies.
  • Plays a key role in allocating expenses across corporate entities, investment vehicles, and business operations while maintaining financial accuracy.
  • Supports treasury operations through wire transfers, ACH processing, banking administration, and cash management activities.
  • Helps strengthen vendor management by overseeing onboarding, due diligence, annual risk assessments, and tax reporting requirements.
  • Identifies opportunities to improve accounting workflows, automate manual processes, and enhance operational efficiency across the accounting function.
  • Partners directly with leadership and cross-functional teams on special projects that improve scalability and financial operations.

THE BACKGROUND THAT FITS
  • 3+ years of experience in high-volume Accounts Payable, Travel & Expense, or corporate expense accounting.
  • Experience within asset management, real estate, private equity, financial services, or other professional services environments is a strong plus.
  • Advanced Excel skills with experience performing reconciliations, allocations, expense analysis, and problem-solving.
  • Experience with expense management and accounting systems such as SAP Concur and Sage Intacct is a plus.
  • Strong analytical mindset with the ability to investigate discrepancies, improve processes, and implement solutions.
  • Self-motivated professional who thrives in a fast-paced environment, manages multiple priorities independently, and communicates effectively across departments and with external vendors.
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