Job Description
Join Charlotte's premier financial services firm as a Senior Financial Analyst and drive impactful business decisions in one of America's fastest-growing financial hubs. We're seeking a data-driven professional to transform complex financial data into actionable insights that shape our strategic initiatives. Enjoy competitive compensation, comprehensive benefits, and opportunities for rapid career advancement in our collaborative, tech-enabled environment.
Responsibilities
- Analyze financial performance metrics and trends to support executive decision-making
- Develop comprehensive financial models and forecasts for business units
- Lead cross-functional budgeting and planning processes
- Identify cost optimization opportunities and ROI improvement strategies
- Present findings to senior leadership through compelling visual dashboards
- Collaborate with IT to enhance financial reporting automation
- Mentor junior analysts on financial best practices
Qualifications
- Bachelor's degree in Finance, Accounting, or related field (MBA preferred)
- 5+ years of progressive financial analysis experience
- Advanced proficiency in Excel, SQL, and Power BI
- Strong understanding of GAAP and financial regulations
- Proven ability to translate complex data into actionable insights
- Experience in financial services or fintech industry
- CFA or CPA certification highly desirable