What are the responsibilities and job description for the Financial Analyst II position at AccruePartners?
THE TEAM YOU WILL BE JOINING:
LOCATION:
WHAT THEY OFFER YOU:
WHY THIS ROLE IS IMPORTANT:
THE BACKGROUND THAT FITS:
- A high-performing finance team supporting decision-making and financial performance across the organization
- Join a team that values data analytics, financial modeling, and strategic insight over routine reporting
- A role partnering directly with the Director of Finance, CFO, and senior leaders
- Work with a group of professionals that work closely with leadership and operational teams to turn financial data into actionable insight
- Finance organization that actively invests in its reporting capabilities, data governance, and financial systems
- Be a part of a team supporting the company's growth strategy, including acquisitions and integration planning
LOCATION:
- South End Charlotte Area | Remote for 2 Months, then Hybrid
WHAT THEY OFFER YOU:
- Direct exposure to the Director of Finance, CFO, and senior leadership, including executive presentations and shareholder materials
- The opportunity to combine financial modeling, FP&A, data analytics, and M&A support within one position
- Hands-on work with Power BI, Excel, CoPilot, and the BST ERP system in a tech-enabled finance environment
- Involvement in acquisition analysis, due diligence, integration planning, and ROI scenario development
- Company-paid medical, dental, and vision coverage, plus short- and long-term disability and life insurance
- Company-matched 401(k)/Roth
- Paid time off, including parental and military leave, plus paid pregnancy disability leave
- A straight time policy that compensates exempt employees for billable hours worked beyond 40 in a work week
- Education reimbursement, a free in-house library of courses, a mentorship program, and a wellness program
- Employee referral and professional license bonuses, along with a Women's Organization and ongoing philanthropic opportunities
WHY THIS ROLE IS IMPORTANT:
- This position plays a critical role in supporting leadership decision-making and driving financial performance across the organization
- Build and maintain advanced financial models supporting budgeting, forecasting, and scenario planning across P&L, working capital, backlog, and other KPIs
- Create dashboards and reports in Power BI, Excel, CoPilot, and BST that give leadership and operational teams real visibility into performance
- Conduct variance analysis and synthesize the drivers behind financial results, identifying risks and opportunities for improvement
- Prepare executive-level presentations, business reviews, and shareholder materials that explain the "why" behind financial outcomes
- Contribute to process improvement initiatives that streamline workflows, strengthen data governance, and improve the accuracy and timeliness of reporting
- Support acquisition analysis and integration planning as a direct contributor to the company's growth strategy
- Ultimately, this is an opportunity to go beyond reporting the numbers and become a strategic partner who helps leadership understand what's driving results and where the business is headed
THE BACKGROUND THAT FITS:
- Bachelor's degree in Finance, Accounting, Economics, or a related field
- 2–3 years of financial analysis experience, ideally in a data-driven or tech-enabled environment
- Strong understanding of GAAP, financial statements, and forecasting techniques
- Proficiency in Excel and Power BI; CoPilot experience is valuable
- Experience working within an ERP environment such as BST, Deltek, SAP, or Oracle
- Experience building financial models and conducting variance analysis
- Excellent organization skills and the ability to manage multiple concurrent deliverables and deliver on time
- Strong communication skills and the ability to translate complex data into clear insights tailored to the audience
- Experience with financial systems implementation or enhancement (OneStream, TM1, Hyperion Planning, BlackLine, etc.) is a plus
- Exposure to M&A, due diligence, or ROI analysis is valuable
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