Financial Operations Business Analyst

KellyMitchell Group; Charlotte (NC); Hybrid; USD 37,000 - 54,000; Full time

Benefits offered by this job

ESOP

401K

Job summary

KellyMitchell is seeking a Financial Operations Business Analyst for a client in Charlotte, NC. The role supports purchasing, internal chargebacks, and financial reporting, using Excel to organize data, reconcile records, and prepare management reports.

Ideal candidates have procurement or business operations experience, strong Excel skills (VLOOKUP, pivot tables), and the ability to coordinate with Contracts, Legal, and Procurement across departments. This hybrid role offers ESOP and a 401K.

Qualifications

• Professional experience in procurement, purchasing administration, financial operations, or related business function.
• Strong Excel skills, including VLOOKUPs, pivot tables, and data manipulation.
• Ability to review financial information and identify discrepancies.
• Strong organizational skills and attention to detail.
• Clear communication across departments.
• Ability to manage multiple requests and deadlines.
• Analytical problem-solving and ability to work independently.

Responsibilities

• Receive, update, and track tickets in Waypoint/Cherwell.
• Support daily operational tasks, month-end reporting, and administrative activities.
• Identify process gaps and recommend practical improvements.
• Review and track statements of work, purchase orders, and related budget information.
• Coordinate with requestors, project owners, Contracts, Legal, and Procurement to move requests forward.
• Support internal software and hardware chargeback processes.
• Reconcile financial records, investigate discrepancies, and assist with expense reclassifications.
• Use Excel to manipulate data, maintain account tracking spreadsheets, and prepare management reports.

Skills

Procurement experience

Excel proficient

Discrepancy review

Strong organization

Cross-department comms

Multi-tasking

Analytical thinking

Independent work

Tools

SAP

Ariba

SQL

Tableau

Job description

Our client, a leading communication services provider, is seeking a Financial Operations Business Analyst to support purchasing, internal chargebacks, and financial reporting. This role involves reviewing budgets, statements of work, and purchase orders while using Excel to organize data, reconcile records, and prepare management reports. The ideal candidate has some professional experience in procurement, purchasing administration, or business operations.

Core Responsibilities

• Receive, update, and track tickets in Waypoint/Cherwell
• Support daily operational tasks, month-end reporting, and administrative activities
• Identify process gaps and recommend practical improvements
• Review and track statements of work, purchase orders, and related budget information
• Coordinate with requestors, project owners, Contracts, Legal, and Procurement to move requests forward
• Support internal software and hardware chargeback processes
• Reconcile financial records, investigate discrepancies, and assist with expense reclassifications
• Use Excel to manipulate data, maintain account tracking spreadsheets, and prepare management reports

Required Skills/Experience (Must-Haves)

• Professional experience in procurement, purchasing administration, financial operations, or a related business function
• Strong Excel skills, including VLOOKUPs, pivot tables, and data manipulation
• Ability to review financial information and identify discrepancies
• Strong organizational skills and attention to detail
• Clear communication skills and comfort working across departments
• Ability to manage multiple requests and deadlines
• Analytical problem-solving skills and the ability to work independently

Preferred Skills/Experience (Nice-to-Haves)

• Experience reviewing purchase orders, statements of work, and budgets
• Familiarity with internal chargebacks or cost allocation
• Experience with ticketing systems
• Familiarity with SAP, Ariba, or other procurement systems
• Exposure to SQL or Tableau
• Attention to detail when reviewing financial records, purchase orders, and statements of work
• Analytical thinking to interpret data, identify discrepancies, and investigate issues
• Organization to maintain accurate records, spreadsheets, and ticket updates
• Time management to balance daily requests with month-end reporting deadlines
• Clear communication to explain issues, request information, and share status updates
• Cross-department coordination to move requests through review and approval
• Follow-through to track outstanding items and bring requests to completion
• Problem-solving to resolve discrepancies and address process gaps
• Sound judgment to recognize when an issue requires clarification or escalation
• Adaptability to learn new systems and adjust to changing priorities
• Accountability for the accuracy and completion of assigned work
• Initiative to work independently and recommend practical process improvements
• Service mindset when assisting requestors and responding to questions
• Discretion when handling financial and contractual information
• Location: St. Louis, MO or Charlotte, NC
• Work Model: Hybrid
• Pay Range: The approximate pay range for this position is between $27.00 and $39.00. Please note that the pay range provided is a good faith estimate. Final compensation may vary based on factors including but not limited to background, knowledge, skills, and location. We comply with local wage minimums.
• Employee-Owned Profit Sharing (ESOP)
• 401K offered

About KellyMitchell

At KellyMitchell, our culture is world class. We’re movers and shakers! We don’t mind a bit of friendly competition, and we reward hard work with unlimited potential for growth. This is an exciting opportunity to join a company known for innovative solutions and unsurpassed customer service. We're passionate about helping companies solve their biggest IT staffing & project solutions challenges. As an employee-owned, women-led organization serving Fortune 500 companies nationwide, we deliver expert service at a moment's notice.

Marketing Disclosure

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