Job Description
Join our dynamic finance team in Charlotte, NC as a Senior Financial Analyst at Innovate Financial Solutions. We're seeking a detail-oriented professional to drive strategic financial planning and analysis for our growing portfolio of clients. This hybrid role offers competitive compensation, comprehensive benefits, and opportunities for career advancement in one of America's fastest-growing financial hubs.
Responsibilities
- Analyze financial data to identify trends, risks, and growth opportunities
- Develop comprehensive financial models and forecasts for business units
- Prepare detailed budget reports and variance analyses for executive leadership
- Collaborate with cross-functional teams to support strategic decision-making
- Lead month-end and quarter-end closing processes ensuring accuracy
- Create executive dashboards and data visualizations using BI tools
- Conduct ad-hoc financial analysis projects as business needs evolve
Qualifications
- Bachelor's degree in Finance, Accounting, or related field (MBA preferred)
- 5+ years of progressive financial analysis experience
- Advanced proficiency in Excel (pivot tables, VLOOKUP, macros)
- Experience with ERP systems (SAP, Oracle) and BI tools (Tableau, Power BI)
- Strong understanding of GAAP and financial reporting standards
- Excellent analytical, problem-solving, and communication skills
- CPA or CFA certification a significant plus