Financial Analyst

Ingersoll-Rand; Charlotte, Northern (NC, KY); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health insurance

Dental and vision coverage

Life insurance

401(k) plan

Paid time off

Employee stock grant

Job summary

Ingersoll Rand is seeking a Financial Analyst to provide administrative support across 1-3 Customer Center locations, assist with cash flow activities, HR and Finance tasks, and report to the Area Operations Manager.

The role requires a high school diploma or GED and 2+ years in industrial or manufacturing financial or data analysis, with strong Excel, data-analysis, and collaboration skills; hybrid work after onboarding.

Qualifications

• High school diploma or GED required.
• 2+ years of relevant Industrial or Manufacturing Financial or Data analyst experience.
• Solid knowledge of Excel and data analysis; familiarity with CRM/SAP/Oracle is a plus.

Responsibilities

• Coordinate resolution of disputed customer invoices, process portal invoices, manage credit memos, reconcile cash & credit card transactions, and assist with credit worthiness decisions.
• Organize new customer and/or new vendor account set-up and manage customer account changes. Ensure compliance with Goods Received Not Invoiced (GRNI).
• Manage indirect purchasing to ensure Customer Centers are properly resourced (facility services, office equipment, and office & safety supplies).
• Manage phones, process incoming and outgoing mail, and handle all office filing.
• Completing customer/contractor forms/questionnaires and requesting certificate of insurance.
• Manage training calendar and employee engagement events, including ordering catering and supplies.
• Collaborate with local Service Supervisor to coordinate facility maintenance and ensure employment law and EHS regulatory compliance.
• Work with Finance to manage data for reporting and decision-making. Monitor policy compliance and address any discrepancies immediately.
• Assist Area Operations Manager and staff with reports, special requests and projects as assigned.

Skills

Excel

Data analysis

CRM tools

Education

High school diploma or GED

Bachelor's degree preferred

Tools

Salesforce

SAP

Oracle

Job description

Ingersoll Rand is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to age, ancestry, color, family or medical care leave, gender identity or expression, genetic information, marital status, medical condition, national origin, physical or mental disability, political affiliation, protected veteran status, race, religion, sex (including pregnancy), sexual orientation, or any other characteristic protected by applicable laws, regulations and ordinances.

Job Title:

Financial Analyst

Location:

Charlotte, NC or Greensboro, NC - 10000 Twin Lakes Pkwy, Charlotte, NC 28269

Shift:

Onsite in the beginning Monday - Friday, then Transition to Hybrid (2 days at home and 3 days in the office)

About Us:

Imagine a company with technology leadership of over 160 years, yet it operates with the energy of a startup. Ingersoll Rand has dedicated itself to Making Life Better for its employees, customers, shareholders, and planets. We produce innovative and mission-critical flow creation and life science technologies – from compressors to precision handling of liquids, gasses, and powers – to increase industrial productivity, efficiency, and sustainability. Supported by over 80+ brands, our products are used in various end-markets including life sciences, food and beverage, clean energy, industrial manufacturing, infrastructure, and more. Across the globe, we’re driving growth with an entrepreneurial spirit and ownership mindset. Learn more at irco.com and join us to own your future.

Job Overview:

The Area Specialist position provides administrative support for 1-3 Customer Center locations. The Area Specialist is responsible for supporting cash flow activities, employee health & safety, policy compliance, and facility oversight. Additionally, the Area Specialist will provide assistance with HR and Finance related activities in the customer centers. The Area Specialist will report to Area Operations Manager, but assigned responsibilities may support objectives in the Sales, Service, or Operations areas of the office

Responsibilities:

• Coordinate resolution of disputed customer invoices, process portal invoices, manage credit memos, reconcile cash & credit card transactions, and assist with credit worthiness decisions.
• Organize new customer and/or new vendor account set-up and manage customer account changes. Ensure compliance with Goods Received Not Invoiced (GRNI).
• Manage indirect purchasing to ensure Customer Centers are properly resourced (facility services, office equipment, and office & safety supplies).
• Manage phones, process incoming and outgoing mail, and handle all office filing.
• Completing customer/contractor forms/questionnaires and requesting certificate of insurance.
• Manage training calendar and employee engagement events, including ordering catering and supplies.
• Collaborate with local Service Supervisor to coordinate facility maintenance and ensure employment law and EHS regulatory compliance.
• Work with Finance to manage data for reporting and decision-making. Monitor policy compliance and address any discrepancies immediately.
• Assist Area Operations Manager and staff with reports, special requests and projects as assigned.

Requirements:

• High school diploma or GED required
• 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 skills.
• Honest, self-motivated and team oriented.
• Able to work within a team environment and independently.
• Ability to assess customer needs, analyze and interpret data, perform basic equipment performance calculations, and to recommend technical solutions
• Must have excellent prioritization and time management skills
• Proficiency with Microsoft Office (Word, Excel, PowerPoint, Teams, Outlook) and CRM tools such as Salesforce, SAP or Oracle

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 required for success.

Travel & Work Arrangements/Requirements:

This position will be based in Charlotte, NC, and may travel occasionally within the US for meetings, employee training, and other business needs (5-10%).

What We Offer:

At Ingersoll Rand, we embrace a culture of personal ownership — taking responsibility for our company, our communities, and our environment, as well as our individual health and well-being. Our comprehensive benefits package is designed to empower you with the tools and support necessary to take charge of your health, ensuring that together, we can continue to make life better. Our range of benefits includes health care options like medical and prescription plans, dental and vision coverage, as well as wellness programs. Additionally, we provide life insurance, a robust 401(k) plan, paid time off, and even an employee stock grant, among other offerings. These benefits are our commitment to you, so you can be your best at work and beyond.

Ingersoll Rand Inc. (NYSE:IR), driven by an entrepreneurial spirit and ownership mindset, is dedicated to helping make life better for our employees, customers and communities. Customers lean on us for our technology-driven excellence in mission-critical flow creation and industrial solutions across 40+ respected brands where our products and services excel in the most complex and harsh conditions. Our employees develop customers for life through their daily commitment to expertise, productivity and efficiency. For more information, visit www.IRCO.com.

What We Offer:

At Ingersoll Rand, we embrace a culture of personal ownership — taking responsibility for our company, our communities, and our environment, as well as our individual health and well-being. Our comprehensive benefits package is designed to empower you with the tools and support necessary to take charge of your health, ensuring that together, we can continue to make life better. Our range of benefits includes health care options like medical and prescription plans, dental and vision coverage, as well as wellness programs. Additionally, we provide life insurance, a robust 401(k) plan, paid time off, and even an employee stock grant, among other offerings. These benefits are our commitment to you, so you can be your best at work and beyond.

What We Offer:

At Ingersoll Rand, we embrace a culture of personal ownership — taking responsibility for our company, our communities, and our environment, as well as our individual health and well-being. Our comprehensive benefits package is designed to empower you with the tools and support necessary to take charge of your health, ensuring that together, we can continue to make life better. Our range of benefits includes health care options like medical and prescription plans, dental and vision coverage, as well as wellness programs. Additionally, we provide life insurance, a robust 401(k) plan, paid time off, and even an employee stock grant, among other offerings. These benefits are our commitment to you, so you can be your best at work and beyond.

Ingersoll Rand is committed to achieving workforce diversity reflective of our communities. We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to age, ancestry, color, family or medical care leave, gender identity or expression, genetic information, marital status, medical condition, national origin, physical or mental disability, political affiliation, protected veteran status, race, religion, sex (including pregnancy), sexual orientation, or any other characteristic protected by applicable laws, regulations and ordinances.

If you are a person with a disability and need assistance applying for a job, please submit a request .

What we Offer:

At Ingersoll Rand, we embrace a culture of personal ownership — taking responsibility for our company, our communities, and our environment, as well as our individual health and well-being. Our comprehensive benefits package is designed to empower you with the tools and support necessary to take charge of your health, ensuring that together, we can continue to make life better. Our range of benefits includes health care options like medical and prescription plans, dental and vision coverage, as well as wellness programs. Additionally, we provide life insurance, a robust 401(k) plan, paid time off, and even an employee stock grant, among other offerings. These benefits are our commitment to you, so you can be your best at work and beyond.