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Sr. Analyst Corporate Finance

Job in Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listing for: Adaptive Health
Full Time position
Listed on 2026-03-01
Job specializations:
  • Finance & Banking
    Corporate Finance, Financial Analyst, Financial Reporting, Financial Manager
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below

Overview

Position Summary The Senior Analyst, Corporate Finance supports Adaptive Health’s financial planning, analysis, and reporting activities, providing insight into business performance and helping inform strategic decision-making. Reporting to the Director of Financial Reporting this role works cross-functionally to support budgeting, forecasting, performance analysis, and capital allocation across the company’s multi-brand portfolio.

Essential Functions
  • Build and maintain financial models to support budgeting, forecasting, scenario analysis, and long-range planning.
  • Consolidate and review P&L, balance sheet, and cash flow performance across brands and business units.
  • Perform corporate finance analysis including cash flow forecasting, variance analysis, and covenant scenario modeling.
  • Support G&A reviews by identifying cost drivers, trends, risks, and optimization opportunities.
  • Prepare financial analyses and materials for senior leadership and board-level discussions.
  • Analyze sales performance, margins, and profitability to support capital allocation decisions.
  • Support annual budgeting and reforecasting processes in collaboration with cross-functional teams.
  • Interpret financial results in a broader strategic context and translate findings into actionable insights.
  • Partner with Accounting, Marketing, Supply Chain, and other teams on planning and analysis.
  • Provide ad hoc financial analysis related to investment opportunities, strategic initiatives, and cost structure optimization.
  • Contribute to the improvement of financial reporting processes, tools, and analytical frameworks.
Education And Experience Requirements
  • Bachelor’s degree in Finance, Accounting, Economics, or a related field.
  • 2–5 years of experience in corporate finance, FP&A, investment banking, or a similarly analytical role.
  • Experience with in consumer goods, wellness, CPG, or a related industry.
  • Strong financial modeling and analytical skills.
  • Advanced proficiency in Excel and PowerPoint.
  • Strong communication skills and ability to clearly articulate financial insights.
  • Highly organized with strong attention to detail and the ability to manage multiple priorities.
  • Proactive, self-directed, and comfortable operating in a fast-paced environment.
Preferred Qualifications
  • Experience with FP&A, planning, or financial reporting software.
  • Exposure to senior leadership or board-level reporting.
  • Experience in high-growth, multi-brand, or private-equity–backed organizations.
  • MBA, CFA, or progress toward an advanced finance credential.
  • Strong business judgment and interest in strategic finance and capital allocation.
Why Join Us?

Competitive Salary & Performance Bonuses – Your hard work and results will be rewarded.

Hybrid Work Flexibility – Work 3 days in-office (Wednesday Mandatory) and 2 days remotely on your schedule.

Growth Opportunities – This role is a stepping stone to professional development and leadership positions.

Cutting-Edge Marketing Strategies – Work with a team that embraces innovation and data-driven decision-making.

Collaborative & Fun Culture – Join a passionate, dynamic team that values creativity and performance.

Adaptive Health is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

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