Financial Analyst; Charlotte, NC

Financial Analyst

Lewis James Professional is a woman‑owned staff augmentation, project consulting and direct hire search and placement firm. We are currently seeking a Financial Analyst for a direct hire opportunity with a financial services client.

• Oversee monthly forecasting and the annual budgeting processes using financial systems and spreadsheet models
• Develop accurate and actionable financial plans
• Perform variance analysis to identify key drivers of performance opportunities and risks
• Deliver insightful commentary to explain financial results to management
• Establish and maintain comprehensive financial models and dashboards to track key performance indicators and financial metrics
• Creates monthly, quarterly, and annual financial reports for senior management
• Responsible for reporting and tracking business drivers, financial impacts, and progression toward strategic objectives
• Partner with other departments to ensure consistency of information between financial plans and operational execution

• Bachelor’s degree in Finance, Accounting, Business, or a related field
• 3-5 years of experience
• Deep understanding of financial concepts and proven financial modeling and analysis ability
• Proven understanding of financial statements
• Ability to present complex information clearly
• Proficiency in Microsoft Office Suite (Excel, PowerPoint)
• Experience in Hyperion Essbase, Alteryx, Tableau, and Power BI

For immediate consideration, please click “Apply” and use Job Code . You may also send a copy of your resume to: resum and enter only the following job code in the subject line: . Lewis James Professional is an Equal Opportunity Employer. M/F/D/V