Job Description
Join our dynamic finance team at Horizon Financial Partners and accelerate your career with an exclusive $10,000 sign-on bonus! We're seeking a detail-oriented Financial Analyst to drive data-driven decision-making in our Charlotte headquarters. As a key player in our growth strategy, you'll transform complex financial data into actionable insights that shape our investment portfolio and client solutions. Enjoy competitive compensation, comprehensive benefits, and a collaborative environment where your analytical expertise directly impacts our success. Apply today to become part of Charlotte's thriving financial district!
Responsibilities
- Analyze financial data to identify trends, risks, and opportunities for portfolio optimization
- Prepare detailed financial models, forecasts, and variance reports for executive leadership
- Support budgeting processes through month-end close activities and reconciliation
- Collaborate with investment teams to assess ROI and financial feasibility of new ventures
- Present findings to stakeholders using clear visualizations and executive summaries
- Ensure compliance with SEC regulations and internal financial controls
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or related field required
- 3+ years of financial analysis experience in banking, investment, or corporate finance
- Advanced proficiency in Excel (VLOOKUP, PivotTables, financial modeling)
- Strong SQL and data visualization skills (Tableau/Power BI preferred)
- CFA or CPA certification highly desirable
- Exceptional problem-solving and communication abilities
- Ability to thrive in fast-paced, deadline-driven environments