Job Description
Join Charlotte's premier financial services firm as a Senior Financial Analyst. You'll drive strategic decision-making through advanced financial modeling, forecasting, and market analysis. Collaborate with executive leadership to optimize portfolio performance while navigating the dynamic Charlotte financial landscape. Enjoy competitive benefits, professional development, and a modern downtown workspace.
Responsibilities
- Develop comprehensive financial models and forecasts for portfolio performance
- Analyze market trends and economic indicators to inform investment strategies
- Prepare detailed financial reports and executive dashboards
- Conduct variance analysis and recommend operational improvements
- Support M&A due diligence and valuation projects
- Maintain compliance with SEC and FINRA regulations
Qualifications
- Bachelor's in Finance/Accounting with 3+ years experience
- CFA/CPA designation preferred
- Advanced proficiency in Excel and financial modeling
- Experience with Bloomberg Terminal and Power BI
- Strong analytical and presentation skills
- Knowledge of SEC reporting standards