Job Description
Join our dynamic finance team at Innovate Financial Solutions in Raleigh's thriving Research Triangle Park. We're seeking a strategic Financial Analyst to drive data-driven decisions for our expanding portfolio of fintech clients. This role offers unparalleled growth opportunities in a collaborative environment where your insights directly shape company strategy.
Responsibilities
- Analyze financial data to identify trends, risks, and growth opportunities for portfolio companies
- Develop comprehensive financial models for forecasting, valuation, and scenario planning
- Prepare executive-level reports and dashboards translating complex data into actionable insights
- Lead budgeting and forecasting processes across departments
- Collaborate with investment teams on due diligence and post-acquisition integration
- Monitor KPIs and variance analysis to ensure strategic alignment
- Stay current on regulatory changes impacting financial reporting
Qualifications
- Bachelor's degree in Finance, Accounting, or Economics (MBA/CFA preferred)
- 5+ years of progressive financial analysis experience in tech/fintech
- Advanced Excel proficiency and experience with financial modeling tools
- Deep understanding of GAAP and SEC reporting requirements
- Exceptional analytical and presentation skills with data visualization experience
- Strong problem-solving abilities with attention to detail
- Experience with ERP systems (SAP, Oracle) and BI tools (Tableau, Power BI)