Asset/Liability Analyst jobs in Charlotte, NC

BNI

Founded in 1985, BNI is the recognized worldwide leader in business networking. With over 11,000 chapters meeting every week in more than 77 countries, we have grown to over 300,000 member-businesses. BNI members meet each week to share qualified business referrals, to grow professionally, and to create lifelong relationships with like-minded business professionals. Strong leaders have tremendous earning potential and unlimited professional development opportunities. This is an exceptional opportunity for the right individual. Visit www.bni.com and click on the links below to learn more about BNI.

Who We’re Looking For:

As a key member of the BNI Analyst Program, the Analyst will provide analysis and reporting to assist in managing the business, forecast, and performance metrics for BNI’s business and market leaders. The individual will understand drivers of the business, and provide leadership with accurate, timely and relevant information. The Analyst will play a key role in managing the financial aspects of forecasting, cost planning, day to day finance support for leadership, and assist with broader financial and business topics.

Job Duties & Responsibilities:

• Playing flexible role within Finance and Product teams as projects and initiatives evolve
• Preparing revenue forecasts for the overall company and individual business cases
• Assisting in cost planning, reporting, and budgeting from start to finish
• Collaborating with a wide variety of business partners, including international market leaders
• Providing support / transparency to market leaders on customer acquisition and retention (among other revenue drivers)
• Ensuring business drivers and financials are accurately projected
• Preparing monthly, quarterly, and annual business and financial presentations
• Completing ad hoc requests and performing other duties as needed in a timely manner

Experience & Qualifications:

• Bachelor's in Business, Finance / Accounting, Economics, Data Science or 1-3 years of related experience (experience in professional services environment a plus)

Key Competencies:

• Strong problem solving / analytical skills and sound judgment
• Proactive / resourceful mindset
• Comfortable with ambiguity and able to effectively multi-task, prioritize, and perform within a fast-paced, demanding environment
• Collaborative team-player with strong interpersonal skills, able to build positive, lasting relationships with teammates at all levels of the organization
• Adds to positive and productive work environment
• Excellent verbal and written communication skills
• Conscientious, paying attention to detail and accuracy
• Able to perform effectively under pressure while maintaining a positive attitude
• Committed to improving and learning new skills and topics; receptive to feedback
• Able to structure, plan, and manage projects effectively
• Responsive and maintains sense of urgency
• Proficient in Word, Excel and PowerPoint (advanced skills a plus)
• Experience with SQL, Python, and / or BI applications (Power BI, Tableau, etc.) a plus

This is a full-time role based out of BNI’s Global Headquarters in Charlotte, North Carolina. Background check and references required. Direct applicants only; no search or placement firms. No calls to the company, please. BNI’s wonderful culture is based on Givers Gain® is lived out every day by our team and over 300,000 members globally. Learn more at www.bni.com. An equal opportunity employer.