Job Description
Join Charlotte's premier financial services firm as we urgently seek a Senior Financial Analyst to drive strategic decision-making for our rapidly growing portfolio. This high-impact role offers unparalleled opportunities for career advancement in one of America's fastest-growing financial hubs. You'll collaborate with C-suite executives to optimize capital allocation, forecast market trends, and deliver actionable insights that shape our corporate strategy. Our dynamic team values innovation, precision, and professional growth – ideal for ambitious finance professionals ready to make an immediate impact.
Responsibilities
- Develop comprehensive financial models for M&A valuation, capital budgeting, and scenario analysis
- Lead monthly, quarterly, and annual financial reporting packages with executive-level summaries
- Analyze variance between forecasts and actuals, providing root-cause insights and corrective recommendations
- Partner with department heads to build data-driven operational budgets aligned with strategic goals
- Conduct industry benchmarking and market trend analysis to identify competitive advantages
- Design and maintain automated financial reporting dashboards using advanced Excel/Power BI
- Present findings to executive committees through compelling data visualizations and narrative storytelling
Qualifications
- Bachelor's degree in Finance, Accounting, or Economics (MBA/CFA preferred)
- 5+ years of progressive financial analysis experience in corporate finance or investment services
- Advanced proficiency in financial modeling, valuation techniques (DCF, LBO, comps), and data visualization tools
- Expertise in SQL, Power BI, and Excel with macros/VBA
- Strong understanding of SEC regulations and GAAP/IFRS standards
- Proven ability to translate complex financial data into strategic business recommendations
- Exceptional communication skills with experience presenting to executive leadership
- Ability to thrive in fast-paced environments with competing deadlines