Job Description
Join Quantum Financial Partners' dynamic finance team in Charlotte, NC! We're urgently seeking a Senior Financial Analyst to drive strategic financial initiatives for our Fortune 500 clients. This high-impact role offers rapid career growth in a collaborative, fast-paced environment where your expertise will directly influence multi-million dollar decisions.
Our ideal candidate thrives in data-driven environments and possesses exceptional analytical skills to transform complex financial data into actionable insights. With competitive compensation, comprehensive benefits, and a commitment to professional development, this is your opportunity to elevate your career in one of America's fastest-growing financial hubs.
Responsibilities
- Analyze financial data to identify trends, risks, and opportunities for portfolio optimization
- Develop comprehensive financial models, forecasts, and variance analyses for C-suite presentations
- Lead cross-functional projects to improve financial processes and reporting efficiency
- Prepare board-level reports and executive summaries highlighting key financial performance indicators
- Collaborate with investment teams to evaluate new market opportunities and ROI projections
- Maintain compliance with SEC regulations and internal financial controls
- Mentor junior analysts and drive continuous improvement in financial methodologies
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or related field (MBA/CFA preferred)
- 5+ years of progressive financial analysis experience in corporate finance or investment management
- Advanced proficiency in Excel, PowerPoint, and financial modeling tools (e.g., Bloomberg, FactSet)
- Demonstrated expertise in variance analysis, forecasting, and financial statement interpretation
- Strong quantitative skills with ability to synthesize complex data into actionable insights
- Experience with ERP systems (SAP, Oracle) and financial reporting software
- Exceptional communication skills with ability to present to executive stakeholders
- Series 63/66 or CFA Level 1 certification preferred