Charlotte, North Carolina, United States · Hybrid
$80k–$145k/yr
Alternate Locations: Charlotte, NC (North Carolina); Greensboro, NC (North Carolina); Radnor, PA (Pennsylvania) Work Arrangement: Hybrid : Employee will work 3 days a week in a Lincoln office Relocation assistance: is no…
Skills: SQL, Python, Data Analytics, Data Operations, Data Integration
Charlotte, North Carolina, United States · On-site
$42k–$101k/yr
Overview The Charlotte team at American Senior Benefits consistently ranks among the top 10 offices nationwide—and that success is no accident. Agents here receive hands-on mentorship, proven systems, strong leadership, …
Skills: Insurance Sales, Relationship Building, Client Management, Financial Planning, Business Development
Charlotte, North Carolina, United States · Remote Solely
The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the…
Skills: Risk Management, Governance, Compliance, Project Management, Problem Solving
Charlotte, North Carolina, United States · Hybrid
Truliant’s mission is to improve lives by putting our members first, providing great service and straightforward financial solutions. Our core values of Member Focus, Service, Guidance, Relationships, and Community defin…
Skills: Digital Banking Strategy, Product Management, Agile Delivery, Stakeholder Management, Roadmap Execution
Charlotte, North Carolina, United States · On-site
At CommonPlace, we believe homes are more than four walls—it’s where people find belonging. Our communities are designed to be welcoming, approachable, and rooted in their neighborhoods. Every team member plays a role in…
Skills: Property Management, Leasing, Budget Management, Staff Supervision, Conflict Resolution
Charlotte, North Carolina, United States · On-site
Description Description At Allegacy, our roots run deep — anchored in a longstanding commitment to doing right by our members and the communities we serve. Every role within our organization plays a vital part in nurturi…
Skills: Customer Service, Financial Product Sales, Loan Processing, CRM, Consumer Lending
Charlotte, North Carolina, United States · Hybrid
BENEFITS ACCOUNT MANAGER With over 160 years of experience, Scott Insurance is a leader in developing smart strategies and innovative programs customized to the needs of mid-market companies. We offer property & casualty…
Skills: Benefits Administration, Customer Service, Market Research, Proposal Preparation, Relationship Building
Charlotte, North Carolina, United States · On-site
$138k–$244k/yr
The Trade Ops Group Manager is responsible for the end-to-end leadership of trade execution, post trade processing, and operational support across all asset classes and across all custodians within the Wealth platform. T…
Skills: Trade Execution, Post Trade Processing, Risk Management, Regulatory Compliance, Vendor Management
Charlotte, North Carolina, United States · On-site
Location: Onsite listed in the posting Summary Growth oriented Corporate Treasury team is looking to add an experienced financial analyst/client specialist to help build new Wholesale Public Funds (WPF) Desk. This role p…
Skills: Financial Analysis, Client Relationship Management, Data Management, Reporting, Microsoft Excel
Charlotte, North Carolina, United States · On-site
ADP is hiring a Sales Representative, Small Business Services. Are you ready to build a rewarding future? Uncapped commissions, lavish incentive trips, and career advancement are some of the ways. Do you want to join a F…
Skills: Cold Calling, Lead Generation, Relationship Management, Sales Strategy, Time Management
Charlotte, North Carolina, United States · Remote OK
$53k–$85k/yr
The Workers’ Compensation Claims Specialist manages within company best practices lower-level, non-complex and non-problematic workers’ compensation claims within delegated limited authority to best possible …
Skills: Written Communication, Verbal Communication, Problem Solving, Microsoft Office, Excel
Charlotte, North Carolina, United States · On-site
Location: Charlotte, NC About Total Administrative Services Corporation: As the nation’s largest, privately held third party benefits administrator TASC has a mission To Improve the health, wealth and well-being of…
Skills: Outside Sales, Relationship Selling, CRM Management, Conflict Resolution, Territory Development
Charlotte, North Carolina, United States · On-site
$19/hr–$36/hr
Employee Applicant Privacy Notice Who we are: Shape a brighter financial future with us. Together with our members, we’re changing the way people think about and interact with personal finance. We’re a next-generation fi…
Skills: Mortgage Funding, Closing Documentation Review, Encompass, Wire Transfers, Loan Disbursement
Charlotte, North Carolina, United States · On-site
At Smith Debnam, our philosophy is simple - to provide the best possible value to our clients. We firmly believe that the key to delivering such a value is equally simple - the people who make it happen. Our professional…
Skills: Debt Collection, Negotiation, Customer Service, Skip Tracing, Case Management
Charlotte, North Carolina, United States · Hybrid
$115k–$170k/yr
This role requires a hybrid schedule and will be based in our South Charlotte, NC Headquarters (Tuesday through Thursday) and work fully remotely on Mondays and Fridays each week. For the Sage Home Loans website click he…
Skills: Financial Planning & Analysis, Financial Modeling, Budgeting, Forecasting, Mortgage Banking Economics
Charlotte, North Carolina, United States · Hybrid
$81k–$99k/yr
Company Description About Sia Sia is a next-generation, global management consulting group. Founded in 1999, we were born digital. Today our strategy and management capabilities are augmented by data science, enhanced by…
Skills: AI-Enabled Consulting, Business Analysis, Financial Services Knowledge, Prompt Engineering, Strategic Problem Solving
Charlotte, North Carolina, United States · On-site
Description Asana Partners is a retail real estate investment firm creating value in vibrant neighborhoods by leveraging vertically integrated capabilities and retail expertise. With more than $8 billion of neighborhood …
Skills: Financial Reporting, GAAP, Fund Accounting, Fair-Value Accounting, Consolidated Financial Statements
Charlotte, North Carolina, United States · Hybrid
$90k–$125k/yr
WHO WE ARE: DebtBook is the financial platform powering treasury and capital markets across the public sector. State and local governments, public universities, health systems, and the bankers and advisors who serve them…
Skills: Ruby, React, PostgreSQL, TypeScript, AWS
Charlotte, North Carolina, United States · On-site
Company Description Palmetto is a leading clean tech company on a mission to accelerate the transition to a clean energy future. With a belief that consumers can have it all, we are an uncompromising energy company that …
Skills: Accounts Payable, Vendor Management, Month-End Close, Financial Reporting, Accruals
Charlotte, North Carolina, United States · Hybrid
$140k–$220k/yr
Real Estate Acquisition Consultant The Real Estate Acquisition Consultant is responsible for buying homes for House Buyers of America. This person will follow up on leads, value houses, estimate repairs and close deals i…
Skills: Real Estate Acquisition, Sales, Property Valuation, Negotiation, Due Diligence
Charlotte, North Carolina, United States • Hybrid
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The role focuses on providing data operations and reporting support for Commercial Mortgage Loans and other general account investments. It involves acting as a bridge between business partners and the engineering team to ensure data integrity and build operational dashboards.
Requires a bachelor's degree in a quantitative or finance field and 2-4 years of professional experience in data analytics or investment data support. Proficiency in SQL and Python is essential, along with experience in data reconciliation and controls.
Alternate Locations: Charlotte, NC (North Carolina); Greensboro, NC (North Carolina); Radnor, PA (Pennsylvania)
Work Arrangement:
Hybrid : Employee will work 3 days a week in a Lincoln office
Relocation assistance: is not available for this opportunity.
Requisition #: 76289
Lincoln's Investment Data & Analytics team is building a centralized data, operations, and technology function that delivers operational and reporting excellence across the General Account Investments organization. We are adding a data operations analyst who will roll into the Investment Data & Analytics team and serve as a key support layer between our source systems, our data engineering team, and our business partners.
This is a broad support role which will partner across the Investments organization. You will work closely with line-of-business portfolio managers and the Fixed Income, Asset Modeling, and Alternative Investments teams to provide data, operations, reporting, and coordination support across asset classes. Commercial Mortgage Loans (CML) are the primary and initial focus of the role, and over time your support will expand to cover additional investment functions and asset classes as the centralized function matures.
Across all of these areas, you will help ensure the data behind our investments is accurate, reconciled, well-controlled, and clearly reported. You will also help translate what our business partners need into the pipelines, dashboards, and controls our engineers build on our centralized data platform.
•Serve as a day-to-day data and operations point of contact for the CML production, closing/servicing, and accounting teams, translating their operational and reporting needs for the development team.
•Support reconciliation across CML data sources and accounting views, investigating and resolving breaks and exceptions with auditable data controls.
•Support the CML data lifecycle end to end — from origination through closing, servicing, and accounting — ensuring data flows cleanly and consistently between systems.
•Act as a liaison to internal and external auditors, assembling evidence, explaining data lineage, and supporting the integrity of reported figures.
•Partner across the Investments organization: line-of-business portfolio managers, Fixed Income, Asset Modeling, and Alternative Investments to provide data, operations, and reporting support across asset classes.
•Serve as a coordination point between business teams, the development team, and control and audit partners, translating business and operational needs into clear technical requirements.
•Standardize reconciliation, reporting, and data-control practices across functions as the centralized data and analytics function matures.
•Onboard new data sources and reporting needs from partner teams into repeatable, well-controlled processes.
•Build and maintain operational and management reporting and dashboards on our centralized data platform; monitor data quality and surface exceptions proactively.
•Develop and maintain SQL-backed queries and data preparation flows that ingest, validate, and reconcile investment data from source systems.
•Partner with the development team to embed controls, validation checks, and documentation into the data pipelines and dashboards built
•Contribute to data governance across the function — consistent definitions, data-quality controls, lineage, and documentation.
Core skills
•Hands-on experience with data analytics and data operations concepts: relational data, SQL, and data integration and reconciliation across systems.
•Working proficiency in Python and SQL; ability to build and maintain data preparation flows and reporting.
•Experience with a centralized data platform or comparable data-science/ETL tooling. Ability to build dashboards or reporting, preferred.
•Strong attention to data integrity, controls, and reconciliation, with the ability to trace and explain data lineage.
•Excellent partnership and communication skills, with the ability to translate business and operational needs into technical requirements.
Domain & control literacy
•Familiarity with general account investments — commercial mortgage loans, fixed income, or alternatives — preferred; strong interest and the ability to learn quickly across asset classes is essential.
•Exposure to accounting reconciliation, investment or statutory reporting, and working with auditors is strongly preferred.
•Comfort operating as the bridge between business stakeholders, a development team, and control and audit partners.
Minimum Qualifications
•Bachelor's degree in a quantitative, technical, finance, or related discipline, or equivalent work experience.
•2–4 years of professional experience in data analytics, data operations, reporting, or a related investment data support role.
•Experience supporting data, reporting, or operational workflows.
•Strong technical, analytical, and problem-solving skills.
Applications for this position will be accepted through September 15th, 2026 subject to earlier closure due to applicant volume.
At Lincoln Financial, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future.
Clearly defined career tracks and job levels, along with associated behaviors for each of Lincoln's core values and leadership attributes
Leadership development and virtual training opportunities
PTO/parental leave
Free financial counseling, health coaching and employee assistance program
Tuition assistance program
Work arrangements that work for you
Effective productivity/technology tools and training
The pay range for this position is $79,601 - $145,100 with anticipated pay for new hires between the minimum and midpoint of the range and could vary above and below the listed range as permitted by applicable law. Pay is based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the role. The base pay is just one component of Lincoln’s total rewards package for employees. In addition, the role may be eligible for the Annual Incentive Program, which is discretionary and based on the performance of the company, business unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln’s standard benefits package.
Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future. We focus on identifying a clear path to financial security, with products including annuities, life insurance, group protection, and retirement plan services.
With our 120-year track record of expertise and integrity, millions of customers trust our solutions and service to help put their goals in reach.
Lincoln Financial Distributors, a broker-dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors, and their respective employees, representatives and/or insurance agents do not provide tax, accounting or legal advice.
Lincoln is committed to creating an inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
Follow us on Facebook, X, LinkedIn, Instagram, and YouTube. For the latest company news, visit our newsroom.
If you are interested in a career at Lincoln, we encourage you to review our current openings and apply on our website. Lincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers. These scams can take many forms including fake employment applications, bogus interviews and falsified offer letters.
Lincoln will not ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally, our recruiters do not communicate with applicants through free e-mail accounts (Gmail, Yahoo, Hotmail) or conduct interviews utilizing video chat rooms. We will never ask applicants to provide payment during the hiring process or extend an offer without conducting a phone, live video or in-person interview. Please contact Lincoln's fraud team at [email protected] if you encounter a recruiter or see a job opportunity that seems suspicious.
This position may be subject to Lincoln’s Political Contribution Policy. An offer of employment may be contingent upon disclosing to Lincoln the details of certain political contributions. Lincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincoln’s current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities.
Any unsolicited resumes or candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial are considered property of Lincoln Financial and are not subject to payment of agency fees.
Lincoln Financial ("Lincoln" or "the Company") is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex, age, national origin or disability. Opportunities throughout Lincoln are available to employees and applicants are evaluated on the basis of job qualifications. If you are a person with a disability that impedes your ability to express your interest for a position through our online application process, or require TTY/TDD assistance, contact us by calling (866) 922-6543.
This Employer Participates in E-Verify. See the E-Verify notices.
Este Empleador Participa en E-Verify. Ver el E-Verify avisos.
We help people confidently plan for their version of a successful financial future.
Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future. We focus on identifying a clear path to financial security, with products including annuities, investments, life insurance, group protection, and retirement plan services. With our 120-year track record of expertise and integrity, millions of customers trust our solutions and service to help put their goals in reach. Your tomorrow. Our priority. For social media community guidelines: https://visit.lfg.com/4hJHCb2. Lincoln Financial Distributors, a broker-dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial is the marketing name for Lincoln National Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial℠ affiliates, their distributors, and their respective employees, representatives and/or insurance agents do not provide tax, accounting or legal advice.
Offices: 150 N. Radnor-Chester Road, Radnor, PA 19087, US · 8801 Indian Hills Drive, Omaha, NE 68114, US · 1300 South Clinton Street, Fort Wayne, IN 46802, US · 350 Church Street, Hartford, CT 06103, US · One Granite Place, Concord, NH 03301, US
Based on 584 listings with disclosed salaries, most finance & accounting jobs in Charlotte, NC pay between $45k–$170k per year. Individual offers vary with seniority, company size, and specialization.
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Companies currently hiring include Bank of America, Truist, Wells Fargo, SMBC Group, U.S. Bank, among others. Browse the listings above to see every active employer.
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