Financial Analyst

Ingersoll Rand; Charlotte (NC); Hybrid; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health care options

Wellness programs

Life insurance

401(k) plan

Paid time off

Employee stock grant

Job summary

Ingersoll Rand is hiring a Financial Analyst to support cash flow, policy compliance, facility oversight, and related HR and Finance activities for Customer Center locations.

The role emphasizes resolving disputed invoices, reconciling cash transactions, setting up accounts, and ensuring GRNI compliance. You will collaborate with Finance on data reporting and work in a hybrid Charlotte, NC environment.

Qualifications

• High school diploma or GED.
• 2+ years of relevant Industrial or Manufacturing Financial or Data analyst experience.

Responsibilities

• Coordinate resolution of disputed customer invoices; process portal invoices and manage credit memos.
• Reconcile cash and credit card transactions; support credit worthiness decisions.
• Set up new customer and vendor accounts and manage account changes.
• Ensure compliance with GRNI.
• Manage indirect purchasing to keep Customer Centers resourced.
• Handle phones, mail, and office filing.
• Complete customer and contractor forms and request certificate of insurance.
• Manage training calendar and employee engagement events.
• Collaborate with the Service Supervisor for facility maintenance and EHS compliance.
• Partner with Finance on reporting and decision-making data; monitor policy compliance.
• Support Area Operations Manager with reports and special projects.

Skills

Communication

Interpersonal skills

Teamwork

Data analysis

Problem solving

Time management

Prioritization

Education

High school diploma or GED

Bachelor’s Degree in Finance or Business

Tools

Microsoft Office

Salesforce

SAP

Oracle

Job description

Ingersoll Rand is hiring a Financial Analyst to support cash flow, policy compliance, facility oversight, and related HR and Finance activities for Customer Center locations.

Key Responsibilities

• Coordinate resolution of disputed customer invoices; process portal invoices and manage credit memos
• Reconcile cash and credit card transactions; support credit worthiness decisions
• Set up new customer and vendor accounts and manage account changes
• Ensure compliance with Goods Received Not Invoiced (GRNI)
• Manage indirect purchasing to keep Customer Centers resourced (facility services, office equipment, office and safety supplies)
• Handle phones, incoming and outgoing mail, and office filing
• Complete customer and contractor forms/questionnaires and request certificate of insurance
• Manage the training calendar and employee engagement events, including ordering catering and supplies
• Collaborate with the local Service Supervisor for facility maintenance and to support employment law and EHS regulatory compliance
• Partner with Finance on reporting and decision-making data; monitor policy compliance and address discrepancies
• Support the Area Operations Manager and staff with reports, special requests, and assigned projects

Requirements

• High school diploma or GED
• 2+ years of relevant Industrial or Manufacturing Financial or Data analyst experience

Core Competencies

• Excellent relationship-building and interpersonal skills, including verbal and written communication
• Honest, self-motivated, and team oriented
• Ability to work independently and within a team environment
• Capacity to assess customer needs, analyze and interpret data, perform basic equipment performance calculations, and recommend technical solutions
• Strong prioritization and time management skills
• Proficiency with Microsoft Office (Word, Excel, PowerPoint, Teams, Outlook) and CRM tools such as Salesforce, SAP, or Oracle

Tools & Technologies

• Microsoft Office: Word, Excel, PowerPoint, Teams, Outlook
• Salesforce, SAP, Oracle

Benefits

• Health care options including medical and prescription plans, plus dental and vision coverage
• Wellness programs
• Life insurance
• Robust 401(k) plan
• Paid time off
• Employee stock grant

Location, Work Schedule, and Travel

• Location: Charlotte, NC (hybrid) or Greensboro, NC; 10000 Twin Lakes Pkwy, Charlotte, NC 28269
• Shift: Onsite in the beginning Monday through Friday, then transition to hybrid (2 days at home, 3 days in the office)
• Travel: May travel occasionally within the US for meetings, employee training, and other business needs (5-10%)

Preferences

• Bachelor’s Degree in Finance, Business Administration, or relevant field, or a combination of relevant education
• Financial acumen, problem solving, and data analytics skills