Senior Financial Analyst

Senior Financial Analyst, Corporate FP&A

Location: Charlotte, NC

Work Model: Hybrid

Position Overview

The Senior Financial Analyst, Corporate FP&A plays a critical role in supporting enterprise-level financial planning, forecasting, and performance management. This role partners closely with senior leadership and cross-functional teams to deliver actionable insights, drive disciplined decision-making, and improve financial outcomes across the organization.

This is a highly visible role suited for a strong analytical thinker who can translate complex data into clear, executive-ready insights and influence business decisions.

Key Responsibilities:

Financial Planning & Analysis

• Lead monthly, quarterly, and annual forecasting and budgeting processes
• Develop and maintain long-range financial models to support strategic initiatives
• Analyze variances versus budget, forecast, and prior periods with clear business context
• Support scenario modeling, sensitivity analysis, and ad hoc financial analysis

Business Partnering

• Partner with functional leaders across Operations, Sales, Marketing, and Corporate teams
• Provide financial guidance to support investment decisions, cost management, and growth initiatives
• Translate financial results into insights leadership can act on

Reporting & Executive Support

• Prepare executive-level reporting, dashboards, and presentations for senior leadership and the board
• Monitor key performance indicators and highlight risks and opportunities
• Improve reporting accuracy, consistency, and timeliness

Process Improvement & Systems

• Identify opportunities to enhance FP&A processes, tools, and models
• Support automation and standardization efforts to improve scalability
• Partner with Accounting during month-end close to ensure data integrity

Qualifications:

• Bachelor’s degree in Finance, Accounting, Economics, or related field
• 2-7 years of progressive experience in FP&A, corporate finance, or similar roles
• Someone coming out of consulting (Transaction Advisory, Deals, TAAS, FDD, FAAS, M&A) OR public accounting would be great if looking to transition into industry
• Advanced Excel skills including complex models, forecasting, and scenario analysis
• Strong financial acumen with the ability to interpret large data sets
• Experience presenting insights to senior leadership
• MBA, Masters in Accounting, CPA, or CFA is a plus
• Experience in a corporate or multi-business-unit environment
• Exposure to ERP and planning tools such as Adaptive, OneStream, Anaplan, Hyperion, SAP, Oracle or similar is a plus
• Prior experience supporting strategic initiatives or M&A analysis

Key Competencies

• Strong analytical and problem-solving skills
• Executive-level communication and storytelling ability
• Ability to manage multiple priorities in a fast-paced environment
• High attention to detail with a big-picture mindset
• Confidence to challenge assumptions and influence decisions

Why This Role

• High visibility with senior leadership
• Opportunity to influence strategy, not just report results
• Exposure to enterprise-level financial decision-making
• Clear path for growth within FP&A or broader finance leadership

Comp and Benefits:

• Target base salary of $90-120k based on experience
• Flexible work schedule – Hybrid
• Comprehensive benefits (Medical/Dental/Vision/Life Insurance, etc.)
• 4 weeks of Vacation and paid Holidays
• 401(k) match

This position is not eligible for sponsorship. US Citizenship or Green Card is required.