Job Description
Join our dynamic finance team at Horizon Financial Group, a leading investment firm in Charlotte's thriving Uptown district. We're seeking a detail-oriented Senior Financial Analyst to drive data-driven decision-making for our expanding portfolio. Enjoy competitive compensation, comprehensive benefits, and opportunities for professional growth in one of America's fastest-growing financial hubs.
Responsibilities
- Analyze financial statements, market trends, and economic indicators to inform investment strategies
- Develop comprehensive financial models for forecasting and scenario planning
- Prepare detailed reports for executive leadership and stakeholders
- Collaborate with cross-functional teams on budgeting and variance analysis
- Identify cost-saving opportunities and revenue enhancement initiatives
- Ensure compliance with SEC regulations and internal financial controls
- Mentor junior analysts on financial best practices
Qualifications
- Bachelor's degree in Finance, Accounting, or related field (MBA preferred)
- 5+ years of progressive financial analysis experience
- Advanced proficiency in Excel, SQL, and financial modeling software
- Strong understanding of GAAP and SEC reporting requirements
- Excellent analytical and problem-solving abilities
- CFA or CPA certification highly desirable
- Experience with Bloomberg Terminal and Power BI
- Exceptional communication skills for presenting complex data