Senior Financial Analyst

Overview

Senior Financial Analyst role with a growing, privately held technology organization in the Charlotte market. This position joins the corporate finance team and is ideal for someone who enjoys digging into data, supporting strategic decision‑making, and partnering cross‑functionally to drive business performance. The company offers a collaborative culture, strong leadership visibility, and opportunities for long‑term career growth.

• Support monthly, quarterly, and annual financial reporting and analysis
• Prepare variance analysis and provide insights on key business drivers
• Assist with budgeting, forecasting, and long‑range planning
• Develop and maintain financial models to support strategic initiatives
• Prepare financial reporting packages and performance updates for the ownership group
• Partner with operations, accounting, and leadership to analyze trends and identify opportunities
• Support ad hoc analysis, scenario modeling, and special projects
• Help streamline processes and improve reporting tools, dashboards, and data accuracy
• Participate in financial presentations for senior leadership

• Bachelor’s degree in Finance, Accounting, Economics, or related field
• 3+ years of experience in financial analysis, FP&A, or corporate finance
• Strong analytical skills with the ability to interpret data and communicate insights
• Proficiency in Excel; experience with BI tools (Power BI, Tableau, etc.) is a plus
• Exposure to budgeting/forecasting systems (Adaptive, Anaplan, Hyperion, etc.)
• Ability to build models and automate reporting processes
• Solid understanding of financial statements and corporate finance concepts
• Strong attention to detail and ability to manage multiple priorities

• High visibility with senior leadership
• Stable organization with strong financial performance
• Hybrid work environment with work‑life balance
• Opportunity to influence process improvements and strategic initiatives
• Clear path for professional development