Sr. Financial Analyst - Sales & Operations
Job in
Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listed on 2026-02-14
Listing for:
AccruePartners
Full Time
position Listed on 2026-02-14
Job specializations:
-
Business
Financial Analyst -
Finance & Banking
Financial Analyst, Financial Reporting, Corporate Finance
Job Description & How to Apply Below
What They Offer You
- High visibility Sr. Financial Analyst role partnering directly with the Director of FP&A and the Chief Commercial Officer focusing on Sales and Operations for strategic decision making
- Opportunity to own and shape revenue operations, forecasting, and commercial analytics in a PE-backed growth platform
- Broad exposure across FP&A, revenue operations, pricing, CRM governance, and M&A integration
- Competitive compensation and comprehensive benefits package
- Long-term growth potential as the company scales nationally.
- Acts as the analytical bridge between Finance, Sales, and Operations, ensuring revenue data is accurate, actionable, and scalable
- Owns revenue forecasting, pipeline modeling, pacing analysis, and commercial KPIs used by senior leadership
- Ensures CRM, ERP, and Power BI data alignment, enabling reliable forecasting and financial planning
- Supports pricing analysis, deal evaluation, margin analysis, and customer profitability insights
- Plays a critical role in integrating new acquisitions and business units into their commercial and financial reporting environment
- Directly influences commercial strategy, forecasting accuracy, and revenue predictability
- 5-10 years of experience in Revenue Operations, Commercial FP&A, Sales Operations, or Commercial Finance
- Experience in B2B services, environmental services, industrial, construction, or field‑services environments is a plus
- Financial modeling, forecasting, and analytical skill set
- Hands‑on experience with CRM systems (Salesforce preferred but not required) and ERP platforms (Net Suite or similar)
- Familiarity with Power BI, Excel, and data‑driven reporting environments
- Proven ability to partner cross‑functionally and communicate insights to senior leaders
- Detail‑oriented, proactive, and comfortable operating in a fast‑paced, evolving organization
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