Financial Analyst

Ingersoll Rand; Greensboro (NC); Hybrid; USD 65,000 - 90,000; Full time

Job summary

Ingersoll Rand in Charlotte, NC is seeking a Financial Analyst to provide administrative support across 1-3 Customer Center locations, handling cash flow activities, health & safety, policy compliance, and facility oversight while assisting HR and Finance tasks. The Area Specialist will report to Area Operations Manager and work with Sales, Service, or Operations teams.

Initial onsite schedule is Monday–Friday, then transition to hybrid (2 days at home, 3 days in the office); travel within the

Qualifications

• High school diploma or GED required.
• 2+ years of relevant Industrial or Manufacturing Financial or Data analyst experience.
• Preferred bachelor's degree in finance, business administration, or related field.

Responsibilities

• Coordinate resolution of disputed customer invoices and process portal invoices.
• Organize new customer/vendor setup and manage account changes with GRNI compliance.
• Manage indirect purchasing to resource Customer Centers.
• Handle phones, mail, and office filing.
• Process insurance certificates and related forms.
• Maintain training calendars and employee events, including catering.
• Collaborate with Service Supervisor on facility maintenance and regulatory compliance.
• Work with Finance to manage data for reporting and decision-making.
• Support Area Operations Manager with reports and special projects.

Skills

Interpersonal skills

Communication

Data analysis

Time management

Teamwork

CRM tools

Microsoft Office

Education

Bachelor's Degree in Finance, Business Administration, or relevant field

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.

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.