Demo

Sr. Analyst Corporate Finance

Adaptive Health
Charlotte, NC Full Time
POSTED ON 4/7/2026
AVAILABLE BEFORE 5/6/2026
Position Summary

The Senior Analyst, Corporate Finance supports Adaptive Health’s financial planning, analysis, and reporting activities, providing insight into business performance and helping inform strategic decision-making. Reporting to the Director of Financial Reporting this role works cross-functionally to support budgeting, forecasting, performance analysis, and capital allocation across the company’s multi-brand portfolio.

Essential Functions

  • Build and maintain financial models to support budgeting, forecasting, scenario analysis, and long-range planning.
  • Consolidate and review P&L, balance sheet, and cash flow performance across brands and business units.
  • Perform corporate finance analysis including cash flow forecasting, variance analysis, and covenant scenario modeling.
  • Support G&A reviews by identifying cost drivers, trends, risks, and optimization opportunities.
  • Prepare financial analyses and materials for senior leadership and board-level discussions.
  • Analyze sales performance, margins, and profitability to support capital allocation decisions.
  • Support annual budgeting and reforecasting processes in collaboration with cross-functional teams.
  • Interpret financial results in a broader strategic context and translate findings into actionable insights.
  • Partner with Accounting, Marketing, Supply Chain, and other teams on planning and analysis.
  • Provide ad hoc financial analysis related to investment opportunities, strategic initiatives, and cost structure optimization.
  • Contribute to the improvement of financial reporting processes, tools, and analytical frameworks.

Education And Experience Requirements

  • Bachelor’s degree in Finance, Accounting, Economics, or a related field.
  • 2–5 years of experience in corporate finance, FP&A, investment banking, or a similarly analytical role.
  • Experience within consumer goods, wellness, CPG, or a related industry.
  • Strong financial modeling and analytical skills.
  • Advanced proficiency in Excel and PowerPoint.
  • Strong communication skills and ability to clearly articulate financial insights.
  • Highly organized with strong attention to detail and the ability to manage multiple priorities.
  • Proactive, self-directed, and comfortable operating in a fast-paced environment.

Preferred Qualifications

  • Experience with FP&A, planning, or financial reporting software.
  • Exposure to senior leadership or board-level reporting.
  • Experience in high-growth, multi-brand, or private-equity–backed organizations.
  • MBA, CFA, or progress toward an advanced finance credential.
  • Strong business judgment and interest in strategic finance and capital allocation.

Why Join Us?

Competitive Salary & Performance Bonuses – Your hard work and results will be rewarded.

Hybrid Work Flexibility – – Work 3 days in-office (Wednesday Mandatory) and 2 days remotely on your schedule.

Growth Opportunities – This role is a stepping stone to professional development and leadership positions.

Cutting-Edge Marketing Strategies – Work with a team that embraces innovation and data-driven decision-making.

Collaborative & Fun Culture – Join a passionate, dynamic team that values creativity and performance.

Adaptive Health is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Salary : $110,000 - $120,000

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