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Associate Director, Financial Planning & Analysis

Job in Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listing for: Barings LLC
Full Time position
Listed on 2026-07-07
Job specializations:
  • Finance & Banking
    Financial Analyst, Corporate Finance
Salary/Wage Range or Industry Benchmark: 100000 - 130000 USD Yearly USD 100000.00 130000.00 YEAR
Job Description & How to Apply Below

Title

Associate Director, Financial Planning & Analysis

Business Unit

Financial Planning & Analysis

Location

Charlotte, NC

Job Summary

This position will support key financial processes, including forecasting, budget planning, and strategic analysis at a firm-wide level. The focus will be conducting financial analysis, modelling, forecasting, and reporting efforts to ensure efficient financial operations. This is a visible role that includes frequent interaction with key internal stakeholders, as well as external finance partners. The successful candidate will have the ability to effectively interact and influence across a matrix business organizational structure and closely liaise with internal and external partner teams.

Primary

Responsibilities
  • Support the ongoing delivery of financial results and reporting
  • Understand and manage analyses for highly visible incentives compensation
  • Provide analytical support on a wide range of projects and cross-functional initiatives
  • Proactively develop improvements to processes using available tools and AI aids
Qualifications
  • Minimum five years of experience within a finance function or with relevant experience in strategy/management consulting, investment banking, or corporate finance
  • Bachelor's degree in accounting or finance required; MBA and/or CPA preferred
  • Excellent analytical, communication (oral and written), and presentation skills
  • Ability to work across all functions and levels of an organization
  • Strong motivation, sense of urgency, high-level of energy, and problem-solving skills
  • Takes ownership, responsibility for tasks and sees them through
  • Advanced level of Excel and PowerPoint required
  • Experience with Workday and Adaptive Planning a plus
  • Experience with incentive compensation modeling a plus
Barings is an Equal Employment Opportunity employer

Minority/Female/Age/Sexual Orientation/Gender Identity/Individual with Disability/Protected Veteran. We welcome all persons to apply.

Benefits
  • Medical (including Virtual Care), Prescription, Dental, and Vision Coverage
  • Fitness Center Reimbursement Program (Including Online Memberships)
  • Employee Assistance Program (EAP)
  • Fertility Benefits
  • Highly competitive 401(k) Plan with Company Match
  • Health Savings Account (HSA) with Company Contributions
  • Flexible Spending Accounts (FSA) - Health Care & Dependent Care
  • Retirement Health Reimbursement Account
  • Life Insurance:
    Basic and Supplemental Life Insurance;
    Spouse and Child Life Insurance
  • Time Off, Disability and Leave of Absence:
    Paid Vacation, Sick Days and Annual Holidays;
    Paid Leave of Absences (Maternity Leave, Parental Leave, Caregiver Leave, Bereavement Time);
    Short and Long Term Disability Plans;
    Paid Volunteer Time
  • Education Assistance Program;
    Charitable Matching Gifts Program;
    Commuter Reimbursement Program;
    Adoption and Surrogacy Reimbursement Program
Additional Information

Barings is a leading global asset management firm dedicated to meeting the evolving investment and capital needs of our clients. We are committed to building long-term relationships with our associates and providing opportunities and support to help them succeed. With our expanding business and global footprint, Barings offers a wealth of opportunities for associates who share our culture, values and commitment to excellence in client service.

Job

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Position Requirements
10+ Years work experience
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