Job Description
Join Charlotte's premier financial services firm as a Senior Financial Analyst and drive strategic decision-making for our growing portfolio. We're seeking a detail-oriented professional to transform complex financial data into actionable insights that shape our company's future. Enjoy a collaborative culture, cutting-edge tools, and clear pathways to leadership in one of America's fastest-growing financial hubs.
What We Offer:
- Comprehensive benefits package including 401(k) matching
- Professional development stipend
- Hybrid work flexibility
- Performance-based quarterly bonuses
Responsibilities
- Analyze financial performance data to identify trends and variances
- Develop monthly, quarterly, and annual financial forecasts
- Create detailed financial models for strategic initiatives
- Prepare executive presentations for leadership team
- Collaborate with cross-functional departments on budgeting
- Ensure compliance with SOX and GAAP regulations
- Mentor junior analysts to build team capabilities
Qualifications
- Bachelor's degree in Finance, Accounting, or related field
- 3+ years of financial analysis experience
- Advanced proficiency in Excel (VLOOKUP, PivotTables)
- Experience with ERP systems (SAP/Oracle preferred)
- CFA or CPA certification strongly preferred
- Strong analytical and problem-solving skills
- Exceptional communication abilities
- Knowledge of Charlotte market dynamics