Job Description
Join our award-winning finance team at Innovate Financial Solutions, a leading financial services firm in Charlotte's thriving business district. We're seeking a detail-oriented Senior Financial Analyst to drive strategic decision-making through data-driven insights. Enjoy competitive compensation, comprehensive benefits, and opportunities for career growth in one of America's fastest-growing financial hubs.
Responsibilities
- Analyze financial data to identify trends, risks, and opportunities for business optimization
- Develop and maintain complex financial models for forecasting and budgeting
- Prepare executive-level reports and presentations for senior leadership
- Collaborate with cross-functional teams to support strategic initiatives
- Ensure compliance with SOX regulations and internal financial controls
- Lead ad-hoc financial analysis projects to support business decisions
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or related field (MBA preferred)
- 5+ years of progressive financial analysis experience
- Advanced proficiency in Excel, Power BI, and financial modeling software
- Strong SQL and data visualization skills
- CPA or CFA designation highly desirable
- Experience in financial services or SaaS industry preferred
- Exceptional analytical and problem-solving abilities