Financial Services Associate Jobs

Department: Finance Department

Salary: $114,294.00 - $164,298.19 Commensurate with Experience

Welcome to the City of Charlotte

Charlotte is America’s Queen City, opening her arms to a diverse and inclusive community of residents, businesses and visitors alike. Here you will find a safe, family-oriented city where people work together to help everyone thrive. The mission of the City of Charlotte is to deliver quality public services and promote the safety, health, and quality of life for all residents.

Our guiding principles include:

• Attracting and retaining a skilled and diverse workforce

• Valuing teamwork, openness, accountability, productivity, and employee development

• Providing all customers with courteous, responsive, accessible, and seamless quality services

• Taking initiative to identify, analyze, and solve problems

• Collaborating with stakeholders to make informed decisions

SUMMARY

Responsible for directing the organization's accounting functions and areas of focus include: Accounts payable, cost accounting, and financial reporting; Developing and maintaining planning and budgeting systems, the preparation of financial and management reports and procedures, and the presentation of findings and specific recommendations to senior management; Analyzing and interpreting trends requiring management's attention; Duties may also include training and managing other accounting staff.

Major Duties and Responsibilities

• Lead the Financial Services Division, including staff supervision and development, workload and resource planning, operating budget preparation and management, performance monitoring, process and project management, internal controls, and divisional operations.
• Advise and provide support to the Finance Executive Team and City leadership on financial services operations, compliance risks, policy implementation, and recommended solutions to support citywide decisions.
• Lead division and citywide projects related to financial services, systems, policies, and process improvement, and perform other related duties as assigned.
• Serve as a Deputy Finance Officer under North Carolina General Statute 159, ensuring compliance with contract pre-audit requirements on behalf of the Chief Finance Officer.
• Oversee accounts payable operations including invoice processing, check requests, employee reimbursements, expanded electronic payment efforts, and travel-related approvals ensuring accurate and timely processing and effective segregation of duties and internal controls.
• Oversee accounts receivable operations including customer billing, account reconciliation, loan administration, and write-offs.
• Manage all travel and reimbursement program operations, including expense reports, spend authorizations, travel card management, reconciliations and the City’s Travel Card program management.
• Manage the City’s IRS Form 1099 information-return process and applicable Form 1098 reporting, including vendor and customer tax-data integrity, preparation, reconciliation, submission and timely distribution. Ensure required documentation and controls are maintained, coordinate corrections and respond to internal and external inquiries
• Direct preparation, reconciliation, and submission of sales and use tax reimbursement ensuring compliance with state regulations, documentation standards and filing deadlines.
• Participates in developing and implementing departmental policies, programs, and procedures.
• Support and continuously improve Workday ERP functions for Accounts Payable, Customers, Travel and Reimbursement, and Contract Approval; coordinate related system changes with Finance and business partners.
• Resolve escalated issues involving departments, vendors, employees, and consultants; establish service expectations and monitor timely, policy-compliant resolution.
• Establish delegation, cross-training, and coverage plans to maintain operations and approval authority during absences, vacancies and peak workloads.
• Performs other duties as assigned

Knowledge, Skills, and Abilities

• Knowledge of municipal financial management and high-volume accounts payable, accounts receivable, travel, reimbursement, and contract approval processes.
• Knowledge of North Carolina statutory pre‑audit requirements and the ability to establish and oversee review and certification controls that ensure legal and financial compliance before obligations and payments.
• Knowledge of budgeting, financial, and/or accounting software applications and the ability to adapt to evolving technologies.
• Strong leadership skills with the ability to set priorities, allocate resources, develop employees, delegate effectively, and build a collaborative, accountable team.
• Knowledge of IRS Forms 1099 and 1098 reporting requirements, vendor and customer tax-data controls, and the ability to oversee accurate and timely reporting and corrections.
• Ability to analyze financial transactions for accuracy, internal control compliance, and policy adherence.
• Ability to analyze problems, evaluate alternatives, and recommend solutions that support departmental and citywide goals.
• Ability to prepare and present clear and concise reports, correspondence, and other written materials.
• Ability to establish and maintain cooperative working relationships with other departments, government agencies, and the public.
• Ability to lead process improvements and financial system enhancements, including Workday ERP and related platforms.
• Ability to assess service issues, resolve escalated concerns, set priorities, and respond effectively to the needs of City departments, employees, vendors and the public.
• Proficiency in Microsoft Office applications.

Preferred Qualifications

• Master’s degree in finance, accounting, public administration, business or a closely related field.
• Experience leading staff and managing high-volume municipal financial operations, including accounts payable, accounts receivable, contract approval, travel and reimbursement functions.
• Knowledge of governmental accounting principles and fund accounting systems.
• Knowledge of Workday and Hyland OnBase or similar enterprise and document-management systems.

Minimum Qualifications

• Bachelor’s degree in finance, accounting, public administration, business or a closely related field with five (5) years of relevant work experience.
• OR any equivalent combination training and experience that provides the required knowledge, skills and abilities.

Salary

Commensurate with Experience

CONDITIONS OF EMPLOYMENT

The City’s Background Check Policy requires background checks to be conducted on final internal or external candidate(s) applying for any position with the City of Charlotte. The type of information that will be collected as part of a background check includes, but is not limited to: reference checks, social security verification, education verification, criminal conviction record check, and, if applicable, a credit history check, sex offender registry and motor vehicle records check.

Background checks must be in compliance with all federal and state statutes, such as the Fair Credit Reporting Act (FCRA). The checks must be consistent with the guidelines set forth by these laws requiring organizations to obtain a candidate’s written authorization before obtaining a criminal background report, motor vehicle records check or credit report; and to properly store and dispose of information derived from such reports.

Final candidates must pass a pre-employment drug-screening test and physical examination. During the selection process, candidates may be asked to take a skills test, and/or participate in other assessments.

The City of Charlotte is an Equal Opportunity Employer and does not unlawfully discriminate on the basis of race, religion, color, sex, national origin, marital status, age, disability, sexual orientation, political affiliation or on the basis of actual or perceived gender as expressed through dress, appearance, or behavior.

Our culture is to serve the community honorably.

HOW TO APPLY

Apply online.

Federal law requires employers to provide reasonable accommodations to qualified individuals with disabilities. Please tell us if you require a reasonable accommodation to apply for a job.

You are welcome to visit the City of Charlotte Human Resources Department lobby, where self-service application kiosks are available. They are located in our office at 700 East 4th Street, Suite 200, Charlotte, NC 28202. We are open Monday through Friday, from 9:30 a.m. to 3:30 p.m. (EST), excluding official City holidays.

For questions about your application or the hiring process, please email Careers@ci.charlotte.nc.us.

The City of Charlotte is committed to making our services and programs accessible to all. Upon request, auxiliary aids, written materials in alternate formats, language access, and other reasonable accommodations or modifications will be provided. To make a request, please fill out the Innovation & Technology ADA request form or call 704.336.4120.

BENEFITS

The City of Charlotte provides a comprehensive benefits package to eligible employees.

The City of Charlotte is a drug and alcohol-free workplace.