Senior Financial Analyst
Job in
Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listed on 2026-08-29
Listing for:
Connect Search, LLC
Full Time
position Listed on 2026-08-29
Job specializations:
-
Finance & Banking
Financial Reporting, Financial Analyst, Corporate Finance, Financial Manager
Job Description & How to Apply Below
A growing, PE-backed organization is seeking a Senior Financial Analyst – FP&A to join its corporate finance team. This high-visibility role supports enterprise-wide financial planning, reporting, and strategic analysis. You’ll collaborate across business functions to deliver actionable insights and play a critical role in guiding performance and decision-making.
This is a great fit for a motivated finance professional looking to broaden their impact and take the next step in their FP&A career.
What You’ll DoAs a key member of the FP&A team, you’ll partner with departments across the company to support budgeting, forecasting, performance analysis, and executive reporting.
Core Responsibilities:- Lead aspects of the annual budget, rolling forecasts, and long-range financial planning in coordination with business and finance leadership
- Conduct financial performance analysis
, including budget vs. actual, forecast variance, and historical trend analysis - Build and maintain comprehensive financial models
, including P&L, balance sheet, and cash flow - Prepare monthly reporting packages and dashboards for senior leadership and stakeholders
- Work closely with G&A functions (e.g., HR, Finance, Sales, Real Estate) to provide strategic financial support and analysis
- Assist with board materials, lender reporting
, and other executive-level financial deliverables - Partner with Accounting to improve data accuracy, system processes, and financial workflows
- Bachelor’s degree in Finance, Accounting, Economics
, or a related field;
MBA or relevant advanced degree is a plus - 3–5 years of experience in FP&A, corporate finance, or a related analytical role
- Strong understanding of financial statements, budgeting, forecasting, and variance analysis
- Advanced Excel skills and experience with financial modeling; ERP/reporting tool experience a plus
- Excellent analytical and problem-solving ability with attention to detail
- Strong communication skills, with the ability to present financial information to both finance and non-finance teams
- Self-motivated and adaptable; able to thrive in a fast-paced, changing environment
- Collaborative mindset with proven ability to partner across business functions
- High-impact role with visibility to senior leadership
- Exposure to board-level and investor reporting
- Opportunity to build models, improve processes
, and contribute to strategic planning - PE-backed company with momentum, investment, and room to grow
- Collaborative culture that values initiative, insight, and continuous improvement
Position Requirements
10+ Years
work experience
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