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Financial Analyst

Innovate Financial Group
Durham
Estimated Salary
USD 75.000 – USD 95.000
Live Update
31 Juli 2026
Deadline
31 Jul 2027

Job Description

Join our dynamic finance team at Innovate Financial Group, a leading investment firm in the Research Triangle area. We're seeking a detail-oriented Financial Analyst to drive data-driven decision-making and support our growth strategy. Enjoy competitive compensation, a $10,000 sign-on bonus, and opportunities for career advancement in one of America's fastest-growing tech hubs.

Responsibilities

  • Analyze financial data, trends, and metrics to provide actionable insights for executive leadership
  • Develop and maintain financial models for forecasting, budgeting, and variance analysis
  • Prepare monthly, quarterly, and annual financial reports with clear visualizations
  • Collaborate with cross-functional teams to support strategic initiatives and cost optimization
  • Monitor KPIs and performance metrics to identify improvement opportunities
  • Support due diligence processes for potential investments and acquisitions
  • Ensure compliance with financial regulations and internal controls

Qualifications

  • Bachelor's degree in Finance, Accounting, Economics, or related field (MBA/CFA preferred)
  • 3+ years of progressive financial analysis experience in corporate or investment settings
  • Advanced proficiency in Excel, SQL, and financial modeling tools
  • Strong understanding of GAAP and financial reporting standards
  • Exceptional analytical, problem-solving, and communication skills
  • Experience with ERP systems (SAP/Oracle) and data visualization tools (Tableau/Power BI)
  • Ability to manage multiple projects in a fast-paced environment

Required Skills

Financial Analysis Financial Modeling Budgeting Forecasting Data Analysis Excel SQL SAP Tableau GAAP Due Diligence

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