Job Description
Join our dynamic finance team at WealthBridge Financial Partners as a Part-Time Financial Analyst in Charlotte, NC. This hybrid role (2-3 days onsite) offers flexible hours while allowing you to make significant impacts on our strategic decision-making. You'll work with cutting-edge financial modeling tools and collaborate with senior leadership to drive business growth. Enjoy competitive compensation, professional development opportunities, and a supportive team environment.
Responsibilities
- Analyze financial data to identify trends, risks, and growth opportunities
- Create detailed financial models, forecasts, and variance reports
- Support budgeting and planning processes for multiple business units
- Prepare executive-level presentations with actionable insights
- Collaborate with cross-functional teams on strategic initiatives
- Monitor KPIs and recommend process improvements
- Ensure compliance with financial regulations and internal controls
Qualifications
- Bachelor's degree in Finance, Accounting, or related field
- 2+ years of financial analysis experience
- Advanced proficiency in Excel (VLOOKUP, PivotTables, Macros)
- Experience with financial modeling software (e.g., Bloomberg, FactSet)
- Strong analytical and problem-solving skills
- Excellent communication and presentation abilities
- CFA or CPA certification preferred
- Ability to work independently with minimal supervision