Job Description
Join Charlotte's premier financial services firm as a Senior Financial Analyst. We're seeking a detail-oriented professional to drive financial strategy and optimize performance for our growing portfolio of clients. Enjoy competitive compensation, comprehensive benefits, and opportunities for career advancement in one of America's fastest-growing financial hubs.
Responsibilities
- Analyze financial data to identify trends, risks, and growth opportunities
- Develop comprehensive financial models for forecasting and budgeting
- Prepare detailed financial reports for executive stakeholders
- Collaborate with cross-functional teams on strategic initiatives
- Lead month-end closing processes and ensure regulatory compliance
- Present insights to senior leadership through clear visualizations
Qualifications
- Bachelor's degree in Finance, Accounting, or related field
- 3+ years of financial analysis experience
- Advanced proficiency in Excel and financial modeling tools
- Strong SQL and data visualization skills (Tableau preferred)
- CFA or CPA certification highly desirable
- Excellent analytical and problem-solving abilities
- Experience in financial services or consulting industry