Job Description
Join our award-winning finance team in Charlotte's thriving Uptown district! Innovate Financial Group is seeking a detail-oriented Financial Analyst to drive strategic decision-making through data-driven insights. This hybrid role offers competitive compensation, comprehensive benefits, and clear pathways to senior leadership. You'll collaborate with cross-functional teams to optimize financial performance while shaping our company's growth trajectory in the fintech space.
Responsibilities
- Analyze financial data to identify trends, risks, and opportunities
- Build and maintain dynamic financial models for forecasting and budgeting
- Prepare executive-level reports with actionable recommendations
- Conduct variance analysis and performance metrics tracking
- Support M&A activities due diligence and valuation
- Streamline financial processes using automation tools
- Mentor junior analysts on best practices
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or related field
- 3+ years of financial analysis experience in corporate or fintech
- Advanced proficiency in Excel (VBA, Power Query) and BI tools
- Solid understanding of GAAP and financial reporting standards
- SQL experience for data extraction and analysis
- Strong analytical and problem-solving abilities
- CFA or CPA certification preferred
- Excellent communication and presentation skills