Job Description
Join Charlotte's premier financial services firm as a Senior Financial Analyst. We're seeking a detail-oriented professional to drive financial strategy and support our growing portfolio of corporate clients. Enjoy competitive compensation, comprehensive benefits, and opportunities for career advancement in Charlotte's thriving financial district.
Responsibilities
- Analyze financial data and create comprehensive reports for executive leadership
- Develop financial models to forecast revenue, expenses, and ROI projections
- Collaborate with cross-functional teams to optimize budget allocation
- Conduct market research and industry trend analysis for strategic planning
- Prepare monthly, quarterly, and annual financial statements
- Present findings to stakeholders with clear data-driven recommendations
- Ensure compliance with SEC regulations and internal controls
Qualifications
- Bachelor's degree in Finance, Accounting, or related field (MBA preferred)
- 5+ years of financial analysis experience in corporate finance
- Advanced proficiency in Excel, SQL, and financial modeling software
- Strong understanding of GAAP and financial reporting standards
- Experience with data visualization tools (Tableau, Power BI)
- CFA or CPA certification highly desirable
- Exceptional analytical and problem-solving abilities
- Excellent communication and presentation skills