Financial Analyst

Full-time - Mid Level

Charlotte, NC

Credit Intermediation and Related Activities

About the position

The Financial Analyst is tasked with ensuring the accuracy of monthly financial reports, facilitating and maintaining accurate real-time forecasts. This role also plays a crucial part in the annual planning process, maintaining long-term models, and generating relevant, actionable insights into ongoing business trends. The position requires in-office presence three days a week in or near Charlotte, NC, and does not offer visa sponsorship.

Responsibilities

• Ensures the accuracy of monthly financial reports and maintains accurate real-time forecasts.
• Plays a crucial part in the annual planning process and maintains long-term models.
• Generates relevant, actionable insights into ongoing business trends.
• Develops, enhances, and maintains financial analysis, budgets, and forecasts in support of various cost centers.
• Prepares weekly reporting of performance and underlying business trends.
• Tracks financial health and organizational growth through monthly headcount and expense summaries.
• Supports business line management in evaluating new strategic initiatives, including financial modeling and due diligence.
• Utilizes corporate data warehouse capabilities and various software suites for analysis and reporting.

Requirements

• Bachelor's degree in Finance, Accounting, Economics, Business, or related program is required.
• MBA preferred.
• 2+ years of experience in Financial Planning and Analysis, preferably with a public company.
• Proven track record in managing headcount and expense reporting.
• Previous experience supporting Marketing and/or Product functions is highly desirable.
• Working knowledge of Generally Accepted Accounting Principles (GAAP), with emphasis on expense classification and headcount management.

Nice-to-haves

• Experience with cost management and efficiency in financial planning.