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Operational Financial Analyst Jobs in Raleigh, NC

UNC-Chapel Hill

Financial Analyst

Chapel Hill, NC · Hybrid

Posting Information Department CAS Finance and Operations-300106 Career Area Accounting/Finance ... Analyze financial data and prepare reports, forecasts, and budget projections. * Monitor Financial ...

Cary Academy

Financial Analyst

Cary, NC · On-site

Compile, organize, reconcile, and analyze financial and operational data from accounting, payroll, student billing, enrollment, auxiliary program, and other school systems. * Support the tracking ...

NetApp, Inc.

Financial Analyst

Morrisville, NC · On-site

Job Summary As a Financial Analyst for the Revenue Operations and Margin FP&A team, you will be responsible for providing financial support and analysis for the company-wide Revenue and Margin ...

Siemens Energy, Inc.

Financial Analyst

Raleigh, NC · On-site

... operational and strategic decision-making. You will collaborate with business leaders and the ... Prepare and analyze recurring financial reports, including headcount, cost center performance ...

NetApp

Financial Analyst

Morrisville, NC · On-site

Job Summary As a Financial Analyst for the Revenue Operations and Margin FP&A team, you will be responsible for providing financial support and analysis for the company-wide Revenue and Margin ...

Cary Academy

Financial Analyst

Cary, NC · On-site

Compile, organize, reconcile, and analyze financial and operational data from accounting, payroll, student billing, enrollment, auxiliary program, and other school systems. * Support the tracking ...

Cary Academy

Financial Analyst

Cary, NC · On-site

Compile, organize, reconcile, and analyze financial and operational data from accounting, payroll, student billing, enrollment, auxiliary program, and other school systems. * Support the tracking ...

Vaco LLC

Senior Financial Analyst

Raleigh, NC · On-site

$83K - $103K/yr

Senior Financial Analyst Location - North Raleigh About the Role A private equity-backed, multi ... with operational leaders throughout the organization. The ideal candidate is analytical, self ...

Vaco by Highspring

Senior Financial Analyst

Raleigh, NC · On-site

$83K - $103K/yr

You will play a key role in analyzing company performance, developing financial models and ... Work cross-functionally with finance, accounting, operations, and other teams to validate data ...

SuCitta Stealth

Senior Financial Analyst

Cary, NC · On-site

$87K - $108K/yr

Senior Financial Analyst: Atticus While the chemistry isn't unique, the Atticus experience is ... Work closely with teams across finance, accounting, sales, operations, pricing & rebates, and other ...

SuCitta Stealth

Senior Financial Analyst

Cary, NC · On-site

$80K - $99K/yr

Senior Financial Analyst: Atticus About Us While the chemistry isn't unique, the Atticus experience ... Work closely with teams across finance, accounting, sales, operations, pricing & rebates, and other ...

Capital Bank

Senior Financial Analyst

Cary, NC · On-site

$80K - $99K/yr

Senior Financial Analyst: Atticus About Us While the chemistry isn't unique, the Atticus experience ... Work closely with teams across finance, accounting, sales, operations, pricing & rebates, and other ...

Capital Bank

Senior Financial Analyst

Cary, NC

$80K - $99K/yr

Senior Financial Analyst: Atticus About Us While the chemistry isn't unique, the Atticus experience ... Work closely with teams across finance, accounting, sales, operations, pricing & rebates, and other ...

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Operational Financial Analyst information

See Raleigh, NC salary details

$37.4K

$85.7K

$114.7K

How much do operational financial analyst jobs pay per year?

As of Sep 10, 2026, the average yearly pay for operational financial analyst in Raleigh, NC is $85,651.00, according to ZipRecruiter salary data. Most workers in this role earn between $68,000.00 and $107,400.00 per year, depending on experience, location, and employer.

What does an operational financial analyst do?

An Operational Financial Analyst is responsible for analyzing financial data related to a company's daily operations. They help organizations identify areas where efficiency can be improved and costs can be reduced. Their work often involves preparing reports, forecasting budgets, and supporting decision-making by providing actionable insights. Operational Financial Analysts collaborate with various departments to ensure financial strategies align with operational goals and business objectives.

How does an operational financial analyst typically collaborate with other departments within an organization?

Operational Financial Analysts work closely with various departments such as operations, sales, and procurement to gather and analyze financial data relevant to daily business activities. They often participate in cross-functional meetings to provide insights on cost control, budget adherence, and process improvements. Effective collaboration is essential, as analysts must translate complex financial information into actionable recommendations for non-financial teams. This teamwork helps ensure that operational decisions align with the organization’s financial goals and drive overall efficiency.

What are the key skills and qualifications needed to thrive as an operational financial analyst, and why are they important?

To thrive as an Operational Financial Analyst, you need strong analytical skills, a solid understanding of financial principles, and a bachelor’s degree in finance, accounting, or a related field. Proficiency with financial modeling tools, advanced Excel functions, and enterprise resource planning (ERP) systems like SAP or Oracle is essential. Effective communication, attention to detail, and problem-solving abilities make someone stand out in this position. These skills and qualities are vital for accurate financial analysis, informed business decisions, and optimizing operational efficiency.

What is the difference between Operational Financial Analyst vs Financial Analyst?

AspectOperational Financial AnalystFinancial Analyst
Primary FocusAnalyzing operational data to improve financial performance and efficiencyAnalyzing financial data, preparing reports, and supporting investment decisions
Work EnvironmentOften within operations or finance departments, focusing on internal processesTypically in finance or investment departments, focusing on broader financial markets and strategies
Required CredentialsGenerally requires a degree in finance, accounting, or related field; certifications like CPA or CFA are commonSimilar credentials; CPA or CFA often preferred

The Operational Financial Analyst primarily concentrates on internal operational data to enhance efficiency, while the Financial Analyst focuses on broader financial data and market analysis. Both roles require similar educational backgrounds and certifications, but their core responsibilities and work environments differ.

Operational Financial Analyst jobs near you

Operations Financial Analyst

Chapel Hill, NC • On-site

Chapel Hill-Carrboro City Schools
Elementary and Secondary Schools • 1 - 5K employees
Learn more about Chapel Hill-Carrboro City Schoolsexternal

Full-time

Posted 8 days ago

Chapel Hill-Carrboro City Schools rating

7.3

Company rating: 7.3 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

229th of 645 rated elementary and secondary schools

Job description

Position Type:
Technology
Date Posted:
9/2/2026
Location:
Lincoln Center
Date Available:
09/14/2026
Chapel Hill- Carrboro CitySchools Job Description
Job Title: Operations Financial Analyst
Salary Schedule: Classified; CHCCS SalaryPage
Reports To: Executive Director of Technology &Executive
Director of Capital & School Facilities
Salary Grade:107
Work Location: Sheryl Mar/Lincoln Center
FLSA Status: Nonexempt
Work Schedule: Full-time; twelve-months/year
Position Summary
The Operations Financial Analyst performs various complex fiscal, budgetary, administrative, and secretarial duties requiring a keen awareness of all state and district financial oversight requirements and serves as a critical bridge between IT, Operations, and Finance, providing data-driven insights to optimize district technology investments. Daily work involves managing multiple local, state and capital budgets, maintaining accurate and up to date budget data using Linq, requesting vendor quotes, generating contracts, requisitions, invoices, budgetary reports, informational data via hard-copy and computerized records and files, handling a large volume of routine inquiries from members of the IT, Operations and Finance departments, and drafting a variety of informational documents, spreadsheets and correspondence using a variety of word processing, spreadsheet, and file maintenance programs. Additionally, responsibilities will include additional grant and federal funded filing tasks and capital fund fiscal management tasks as directed by administration.
Essential Duties
Budgetary Analysis & Reporting
  • Forecast &Trend Analysis: Develops sophisticated reporting and forecasting tools to analyze expenditure trends and provide data-backed recommendations to IT/Operations leadership.
  • Categorical Fund Management: Reconciles monthly reports for multiple budget codes to ensure Federal, State, and Capital funds are utilized to total capacity while maintaining audit-ready records.
  • Fiscal Reporting
    • Summarizes complex fiscal information into charts, graphs, and comprehensive reports for annual applications and district audits. Summarizes data from various budget codes into comprehensive reports with limited instructions as required for auditing purposes of categorical funds and continued funding.
    • Works closely with the budget/finance division team to ensure accurate financial reporting and data spreadsheets for all expenditures, including preparing documents for review.

Procurement &Compliance
  • Procurement Lifecycle: Manages the creation of quotes, contracts, requisitions, purchase orders, and invoice payments ensuring all purchases have appropriate funding and meet equitable stewardship standards according to applicable laws, rules, procedures, and regulations of the State of North Carolina and the CHCCS Board of Education. Confirms all itemsreceived as orderedand prepares documentation of incoming ordersfor distribution to district offices and/or school sites. Submits signed approval documentation and invoices to appropriate IT / Operations leadership and accounts payable staff for processing payment.
  • Budget Transfers: Assists leaders by preparing budgettransfer requests to ensure sufficient funds for expenditures are in the appropriate budgetline. Submits budgettransfer requests to Finance.
  • Federal funding/Grants Coordination: Leads specific federal and grantfiling tasks and manages capital fund fiscal requirements as directed by administration (i.e.E-rate, Safety Grant)
  • Vendor Relations: Acts as the primary liaison for vendors to resolve billing discrepancies and track the status of high-volume technology orders.

Administrative &Financial Oversight
  • (IT) Inventory Integration: Coordinates with IT Administration to ensure the procurement of hardware and software inventory is reflected in the current asset management system.
  • Process Improvement: Proactively identifies and drives improvements in financial workflows, including the creation of standardized reporting templates.
  • (IT) Budget Oversight: Establishes and maintains financial databases (LINQ), spreadsheets, and daily/monthly balances for all categorical fund expenditures, staff development/travel reimbursements, and description of items ordered for departmental planning, management purposes, and district, state or federal requirements. Maintains records of numerous financial transactions throughout the fiscal year.

Customer Service: Maintains positive customer relations. Acts as a point of contact for telephone calls and visitors; makes appointments; facilitates financial problem-solving; gives detailed information regarding department financial activities and programs.
Meeting Attendance and Participation: Attends all district bookkeeper meetings andany budget related IT/Capital staff meetings.
Education/Experience Requirements
  1. Bachelor's Degree in accounting or business administration with 2-3 yearsof experience OR an Associate's Degree in accounting or business with five or more yearsof training and experience
  2. 1-3+ yearsof business financeor other relevant experience
  3. Previous experience using school district financial software (i.e.LINQ) preferred.
  4. Advanced knowledge and strong fluency with word processing and spreadsheet formulas and functions; preferred experience working withGoogle documents
  5. Strong equitable analytical and data-gathering skills
  6. Self-starter withexcellent interpersonal communication and problem-solving skills
  7. Ability to multitask, prioritize responsibilities, and work independently
  8. Ability to communicate effectively with excellent verbaland written communication skills.
  9. Ability to function independently while working in a highlycollaborative environment as an effective team player.
  10. Ability to think strategically, identify, and equitably solve problems.
  11. A desire to learnand a commitment to excellence.

Physical Requirements
  • Ability to safelyand successfully performthe essential job functions consistent with the ADA,FMLA, and otherfederal, state, and local standards, including meeting qualitative and/or quantitative productivity standards.
  • Ability to maintain regular, punctual attendance consistent with the ADA, FMLA,and other federal, state, and localstandards

Disclosure
This document provides descriptive information about the above Chapel Hill-Carrboro City School position. Work performed by incumbents in this position may vary. Although this document may be used for recruiting, staffing, or career planning, the information contained herein should only be used as a guideline or recommendation for the content and qualifications for this position. An individual's ability to meet the qualifications and capabilities described in this document does not guarantee employment or promotion. ChapelHill-Carrboro City Schoolreserves the rightto change this
document withoutproviding advance writtennotice.
Approved By:Created/Revised: February 2026

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