Accounting & Operations Manager - M&A

ZipRecruiter; Charlotte (NC); On-site; USD 80,000 - 100,000; Full time

Job description

Accounting and Operations Manager – Mergers & Acquisitions

Pay Rate: $62/hour, part-time 30 hours/week with an opportunity to convert to a full-time employee.

Location: Onsite, Uptown Charlotte, NC. 3 to 5 days per week (5 days per week for conversion to full-time employment).

Length: July 7, 2025 to June 26, 2026.

VisionCor Solutions partners with leading organizations to deliver exceptional solutions. Join our team and support our client’s projects. We are seeking an Accounting and Operations Manager in Mergers & Acquisitions with over 10+ years of experience to support operations and accounting, including financial statements, compliance, transactions, expense management, technical support, budgeting, forecasting, and reporting. This individual will be supported by the current Accounting & Operations Manager and the CFO.

Responsibilities:

• Maintain accounting and financial records and reports, including general ledger, financial statements, regulatory and management reports.
• Perform general accounting activities, including preparation, maintenance, and reconciliation of ledger accounts and financial statements.
• Prepare, record, analyze, and report accounting transactions, ensuring the integrity of records for completeness, accuracy, and compliance.
• Provide financial support, including forecasting, budgeting, and analyzing variances.
• Conduct or assist with various accounting, compliance, and HR projects.
• Administer Expense System (Concur) and Card applications.
• Book and reconcile non-broker-dealer activities.
• Manage external bank administration, settlement, and bill pay initiation.
• Oversee Client Deal & Listserv Administration.
• Coordinate Performance Review Administration.
• Perform other office/administrative tasks.

Requirements:

• Bachelor's degree.
• Management experience in Financial Services, Healthcare, or similar industry.
• Ten (10) years of accounting/finance/compliance experience managing large groups/functions.
• Strong analytical skills.
• Advanced skills in Microsoft Office, particularly Excel.
• Excellent communication skills.

Future Opportunities: Transition into a Full-Time role, including:

• Securities license training.
• BSA/AML reviews.
• Client invoicing.
• Other Broker-Dealer related support.

Got Skills? Grow online at VisionCor Academy.

Company Description: Join us at VisionCor Solutions, a leading professional and consulting firm providing organization, leadership, technical, and learning solutions services. Since 1990, we have partnered with a diverse range of Fortune 500 clients across the United States, delivering innovative solutions that drive success. Headquartered in Charlotte, NC, we are dedicated to excellence and forward-thinking approaches in our field.