Job Description
Join our award-winning financial services firm in Charlotte's bustling Uptown district as a Financial Analyst. You'll drive strategic decision-making through data-driven insights while collaborating with Fortune 500 clients. Enjoy competitive compensation, comprehensive benefits, and rapid career growth in one of America's fastest-growing financial hubs.
Responsibilities
- Analyze financial data to identify trends, risks, and growth opportunities
- Develop detailed financial models for forecasting and scenario planning
- Prepare executive presentations and reports for C-suite leadership
- Lead cross-functional projects with investment and operations teams
- Monitor KPIs and provide actionable recommendations to stakeholders
- Ensure compliance with SEC regulations and internal policies
Qualifications
- Bachelor's degree in Finance, Accounting, or related field
- 3+ years of financial analysis experience in banking or fintech
- Advanced proficiency in Excel, SQL, and Power BI
- CFA or CPA certification preferred
- Strong analytical and problem-solving abilities
- Excellent communication and presentation skills
- Experience with financial modeling and valuation techniques