Job Description
Join Innovate Financial Group's dynamic finance team in Charlotte's thriving Uptown district! We're seeking a strategic Senior Financial Analyst to drive financial excellence and support our expansion initiatives. This role offers unparalleled growth opportunities in a collaborative, data-driven environment where your insights directly shape our business strategy. Enjoy competitive compensation, comprehensive benefits, and a modern workspace in one of America's fastest-growing financial hubs.
Responsibilities
- Analyze financial data to identify trends, risks, and opportunities for business optimization
- Develop and maintain complex financial models for forecasting, budgeting, and scenario planning
- Prepare executive-level reports and presentations for senior leadership and board members
- Collaborate with cross-functional teams to support strategic decision-making and M&A activities
- Lead process improvement initiatives to enhance financial reporting efficiency
- Mentor junior analysts and champion best practices in financial analysis
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 banking
- Advanced proficiency in Excel (Power Query, VBA) and financial modeling
- Experience with ERP systems (SAP/Oracle) and BI tools (Tableau/Power BI)
- Demonstrated ability to translate complex data into actionable business insights
- Strong project management skills with ability to meet tight deadlines
- Excellent communication and presentation skills with executive presence