Job Description
Join our dynamic finance team at Innovate Financial Solutions and drive strategic decision-making in Charlotte's thriving financial district. We're seeking a detail-oriented Senior Financial Analyst to optimize financial performance and support our rapid growth. Enjoy competitive benefits, hybrid work options, and career advancement opportunities in one of America's fastest-growing tech hubs.
Responsibilities
- Lead monthly financial forecasting and variance analysis for $50M+ portfolio
- Develop actionable insights through advanced data modeling and visualization
- Collaborate with executive team on budget planning and strategic initiatives
- Automate financial reporting processes using Power BI and SQL
- Conduct market research and competitive analysis for new investment opportunities
- Mentor junior analysts and improve departmental reporting standards
Qualifications
- Bachelor's degree in Finance/Accounting (MBA or CPA preferred)
- 5+ years of financial analysis experience in SaaS or fintech
- Advanced proficiency in Excel, Power BI, and financial modeling
- Strong understanding of GAAP and SEC reporting requirements
- Experience with ERP systems (SAP or Oracle)
- Exceptional communication and presentation skills
- Proven ability to translate complex data into strategic recommendations