Top Finance Jobs in Charlotte, NC

Supports retail mortgage loan originators by structuring and analyzing loan files, managing underwriting pipelines, coordinating borrowers and realtors, tracking documentation, resolving issues, supporting client retention and business development, and ensuring compliance with mortgage regulations.

The Staff Credit Policy Analyst leads the development and governance of credit policies for home loans, ensuring compliance and operational efficiency while collaborating with leadership and cross-functional teams.

Serve as a strategic finance partner for a subscription business by leading forecasting, monitoring KPIs, building cohort and unit economics models, evaluating investments, and providing actionable insights. Collaborate with business leaders, Marketing, Product, Risk, Operations, and Accounting on financial decisions, revenue recognition, process improvements, scalability, and automation. Present recommendations to decision-makers while supporting an inclusive, collaborative Finance culture.

Support Global Operations through forecasting, budgeting, monthly close, budget-versus-actuals analysis, KPI monitoring, financial guidance, and investment trade-off evaluation. Partner with Operations, FP&A, Data, Accounting, and business leaders to assess volumes, revenue, variable profit, staffing capacity, and expenses, while preparing performance materials and actionable insights for management decisions.

Manage and validate payroll tax calculations, filings, and payments; interpret multi-state payroll tax laws; support audits and SOX compliance; produce tax reports; handle escalated payroll inquiries; maintain documentation, controls, vendor relationships, and lead payroll-related projects and year-end tax processing.

Lead Capital Markets product development by partnering with business lines, coordinating cross-functional launches, educating investors, negotiating term sheets, modeling product economics, and ensuring scalable infrastructure and reporting. Manage investor pipelines, validate readiness for regulatory and investor reporting, oversee execution and post-launch performance, and build repeatable frameworks to streamline future product development.

Lead Strategic Finance for SoFi Checking & Savings and Credit Card: own multi-year planning, forecasts, unit-economics modeling (LTV/CAC), capital-allocation, scenario analysis, business cases, and post-investment measurement. Partner cross-functionally, synthesize insights for executive leadership, scale AI use cases, and manage and develop a high-performing finance team.

Provide subject-matter AML and sanctions advisory for SoFi's crypto products. Identify blockchain-specific financial crime risks, recommend KYT/transaction monitoring and wallet screening controls, support product risk assessments, policy development, regulatory exams, audits, and third-party risk management, and collaborate with Compliance, Product, Engineering, and Investigations teams.