Vaco - Raleigh

$100,000 - $120,000/Yr

Vaco - Charleston, SC

Full-time - Mid Level

Charleston, SC

Administrative and Support Services

About the position

The Senior Financial Analyst will play a crucial role in driving financial strategy, budgeting, and supporting growth initiatives within a growing organization. This high-visibility position involves significant exposure to leadership and direct involvement in mergers and acquisitions (M&A), including due diligence and integration processes. The role requires collaboration across departments to deliver data-driven insights and build sophisticated financial models that influence strategic decision-making.

Responsibilities

• Lead the annual budgeting process, including preparation, analysis, and collaboration with leadership to optimize results.
• Develop and maintain advanced financial models, including scenario modeling, sensitivity analysis, 'what-if' analysis, and cash flow projections, to support strategic initiatives.
• Perform in-depth variance analysis, benchmarking, and time series analysis to identify trends and inform decision-making.
• Partner with operational leaders to manage budget-to-actual performance, offering insights to improve budgeting processes and financial outcomes.
• Support M&A activities, including financial due diligence, valuation modeling, and post-acquisition integration planning.
• Research market trends, conduct competitive analysis, and provide strategic recommendations to leadership for growth opportunities.
• Proactively identify process improvements and opportunities for increased efficiency in reporting, forecasting, and planning.
• Collaborate with cross-functional teams to deliver ad hoc analyses and special projects.
• Take initiative on key projects, independently driving tasks to completion with minimal supervision.
• Support dashboard creation and data visualization management to effectively communicate financial results and KPIs.

Requirements

• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• 3-7 years of experience in financial analysis or similar roles.
• Advanced financial modeling experience, including scenario modeling, sensitivity analysis, 'what-if' analysis, and data visualization including building dashboards skills.
• Strong budgeting experience, including leading annual budget processes and managing budget-to-actual reporting.
• Excellent Excel skills with the ability to develop dynamic and complex models.
• Experience supporting M&A processes, including financial due diligence and valuation modeling, is a plus.
• Exceptional analytical, problem-solving, and communication skills.
• A proactive, self-starter mindset with the ability to take initiative and work independently when needed.
• Strong organizational skills and attention to detail in fast-paced, deadline-driven environments.

Nice-to-haves

• Experience supporting M&A processes, including financial due diligence and valuation modeling.
• Skills in dashboard creation and data visualization management.

Benefits

• Competitive compensation
• Comprehensive healthcare benefits
• 401(k) retirement plan with company match
• Direct exposure to senior leadership and strategic decision-making processes
• Opportunity to contribute to M&A projects and play a critical role in the organization's growth