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Financial Analyst

Job in Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listing for: Socket.dev
Full Time position
Listed on 2026-08-07
Job specializations:
  • Finance & Banking
    Financial Analyst, Corporate Finance, Financial Reporting
Salary/Wage Range or Industry Benchmark: 65000 - 95000 USD Yearly USD 65000.00 95000.00 YEAR
Job Description & How to Apply Below

The Financial Analyst works with the BRP Finance team on strategic opportunities, financial modeling, and creates & produces operational reports that track service level standards and business unit achievement.

Principal Responsibilities:
  • Performs data mining, analytics, concept development, and auditing
  • Supports business segment leaders by generating monthly and quarterly reports for discussion with respective team and partners
  • Develops ad-hoc reports to conduct data analysis
  • Interacts with Accounting team to generate monthly financial reports
  • Generates budgets across multiple business segments
  • Conducts advanced metric reporting
  • Participates in continuous quality improvement process
Education, Experience,

Skills and Abilities

Requirements:
  • 1+ years' experience in Private Equity, Investment Banking, Corporate FP&A, or Public Accounting
  • Background in working with professional service businesses
  • Bachelor's degree in Accounting, Finance, or Business with additional professional development or designations preferred, such as CFA
  • Experience with analyzing M&A transactions, including financial modeling and transaction execution
  • Proficiency in Microsoft Word, Excel, Access, PowerPoint, and system databases required
  • Strong analytical skills, including analysis, data collection, process mapping and troubleshooting for root cause
  • Must be detail-oriented and achieve timeline results
  • Must demonstrate the organization’s core values, exuding behavior aligned with the firm’s culture.
  • Able to interact with various levels of leadership both inside and outside the organization
Special

Working Conditions:
  • Fast-paced, multi-tasking environment
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