Job Description
Join Horizon Financial Partners' elite finance team in the heart of Charlotte's thriving financial district. We're seeking a dynamic Senior Financial Analyst to drive strategic decision-making through data-driven insights. This immediate opening offers unparalleled growth opportunities in a collaborative, fast-paced environment where your expertise will directly impact our $2B portfolio. Enjoy competitive benefits, flexible work arrangements, and exposure to cutting-edge financial modeling tools.
Responsibilities
- Develop comprehensive financial models and forecasts to support strategic initiatives
- Analyze market trends and economic indicators to inform investment strategies
- Prepare executive-level presentations translating complex data into actionable insights
- Lead cross-functional budgeting and variance analysis processes
- Optimize financial reporting systems for enhanced efficiency and accuracy
- Collaborate with executive team on M&A valuation and due diligence
- Maintain compliance with SOX regulations and financial governance standards
Qualifications
- Bachelor's degree in Finance, Accounting, or Economics (MBA/CFA preferred)
- 5+ years progressive financial analysis experience in banking/investment sector
- Advanced proficiency in Excel (VBA), SQL, and Power BI
- Strong understanding of GAAP and SEC reporting requirements
- Proven track record in financial modeling and scenario analysis
- Exceptional communication skills with ability to present to C-suite
- CF designation or progress toward certification