Job Description
Join Charlotte's fastest-growing financial services firm! We're seeking a dynamic Senior Financial Analyst to drive strategic decision-making through data-driven insights. In this pivotal role, you'll transform complex financial data into actionable recommendations that shape our company's future.
Our ideal candidate thrives in a collaborative environment where analytical rigor meets business innovation. You'll work directly with executive leadership to optimize financial performance, identify growth opportunities, and enhance operational efficiency across our Charlotte headquarters.
Responsibilities
- Analyze financial performance metrics to identify trends, risks, and growth opportunities
- Develop comprehensive financial models and forecasts for budgeting and strategic planning
- Prepare executive-level presentations translating complex data into actionable insights
- Collaborate with cross-functional teams to improve financial processes and controls
- Conduct ad-hoc financial analysis to support M&A activities and capital allocation
- Maintain and enhance financial reporting systems for accuracy and efficiency
- Lead month-end closing activities and variance analysis
Qualifications
- Bachelor's degree in Finance, Accounting, or related field (MBA preferred)
- 5+ years of progressive financial analysis experience in financial services
- Advanced proficiency in Excel, PowerPoint, and financial modeling software
- Strong SQL skills for data extraction and analysis
- CPA or CFA designation highly desirable
- Demonstrated experience with financial reporting and regulatory compliance
- Exceptional communication skills with ability to present to executive leadership
- Proven ability to manage multiple priorities in fast-paced environment