Job Description
Join Charlotte's premier financial services firm as a Senior Financial Analyst. We're seeking a dynamic professional to drive strategic financial planning and analysis for our expanding portfolio. Enjoy competitive compensation, comprehensive benefits, and opportunities for career growth in the heart of Charlotte's thriving business district. Perfect blend of temporary project work with long-term career potential.
Responsibilities
- Develop comprehensive financial models and forecasts for business units
- Analyze variance reports and provide actionable insights to leadership
- Lead cross-functional budgeting and planning initiatives
- Prepare executive-level financial presentations and dashboards
- Collaborate with investment teams on portfolio performance analysis
- Maintain compliance with SOX regulations and internal controls
- Mentor junior analysts on financial best practices
Qualifications
- Bachelor's degree in Finance, Accounting, or related field (MBA preferred)
- 5+ years progressive financial analysis experience
- Advanced proficiency in Excel, Power BI, and SAP
- CPA or CFA designation strongly preferred
- Demonstrated experience in budgeting and forecasting
- Exceptional analytical and problem-solving skills
- Strong communication abilities with executive stakeholders
- Experience in financial services or consulting industry