Job Description
Join our dynamic finance team at Innovate Financial Solutions in Raleigh, NC, where data-driven decisions shape our growth trajectory. We're seeking a meticulous Senior Financial Analyst to transform complex financial data into actionable insights that drive strategic business decisions. This hybrid role combines deep financial modeling with collaborative cross-functional partnerships in a fast-paced tech-forward environment.
Responsibilities
- Develop comprehensive financial models for forecasting, budgeting, and variance analysis
- Analyze market trends and competitor performance to identify growth opportunities
- Prepare executive-ready financial reports and presentations for stakeholders
- Lead month-end closing processes and ensure SOX compliance
- Collaborate with operations teams to optimize cost structures and profitability
- Evaluate capital expenditure proposals using ROI and NPV methodologies
Qualifications
- Bachelor's degree in Finance, Accounting, or Economics (MBA/CFA preferred)
- 5+ years of progressive financial analysis experience in tech or SaaS
- Advanced proficiency in Excel (VLOOKUP, PivotTables, Power Query)
- Expertise in financial modeling and valuation techniques
- Strong SQL and data visualization skills (Tableau preferred)
- Proven ability to translate complex data into strategic recommendations
- Certified Public Accountant (CPA) designation required