Job Description
Join Charlotte's leading financial services firm as a Financial Analyst and drive strategic decision-making for Fortune 500 clients. We're seeking a data-driven professional to transform complex financial data into actionable insights. Our collaborative team environment offers rapid career growth and exposure to cutting-edge fintech solutions. Enjoy competitive benefits, flexible work arrangements, and opportunities for professional development through our industry-leading training programs.
Responsibilities
- Analyze financial statements, market trends, and economic indicators to identify growth opportunities
- Develop financial models, forecasts, and valuation reports for corporate clients
- Prepare executive presentations translating complex data into strategic recommendations
- Collaborate with cross-functional teams to optimize investment portfolios
- Monitor regulatory changes and assess compliance impacts on financial strategies
- Lead ad-hoc financial analysis projects supporting M&A initiatives
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or related field
- 3+ years of experience in financial analysis or investment banking
- Advanced proficiency in Excel, PowerPoint, and financial modeling software
- Strong SQL and data visualization skills (Tableau/Power BI preferred)
- CFA or CPA certification highly desirable
- Exceptional analytical and problem-solving abilities
- Proven track record of delivering accurate financial insights under deadlines