What are the responsibilities and job description for the Financial Analyst position at Insight Global?
Position: Financial Analyst
Location: Mebane, NC - 3x a week onsite
Duration: 6 month contract to hire
Pay Range: $90-100k (Based off experience)
Qualifications
- Bachelor’s degree in Finance, Accounting, Economics, or related field
- 5 years of experience in FP&A, financial analysis, or corporate finance
- Experience supporting operating expense budgets, with exposure to SG&A and/or R&D environments
- Advanced Excel skills (complex formulas, financial modeling, scenario analysis)
- Strong analytical, communication, and stakeholder‑management skills
Preferred
- Experience supporting Product Development or Consumer Goods organizations
- Experience with ERP and planning tools (e.g., JDE / Oracle, Hyperion, etc)
- Power BI or other data visualization experience
- CPA, CFA, or MBA (or in progress)
Key Responsibilities
- Lead monthly, quarterly, and annual forecasting for SG&A and R&D
- Support the Annual Operating Plan (AOP) and Long-Range Plan (LRP) processes
- Partner with functional leaders (Selling, Marketing, Engineering, etc) to validate assumptions, assess risks and opportunities, and ensure accurate spend phasing
- Develop and maintain headcount and compensation models
- Collaborate with Engineering, Product, and Marketing to support investment prioritization and trade-off decisions
- Provide financial support for new product development, technology investments, and innovation initiatives
- Prepare variance analyses and actionable recommendations to support financial performance targets
- Support the monthly close process, including results analysis and leadership communications
- Partner with Controllership team to ensure accurate expense classification and reporting
- Produce SG&A and R&D management reporting, including executive-level summaries and insights
- Analyze spending trends and key cost drivers versus Budget, Forecast, and Prior Year
- Deliver ad hoc financial analysis to inform decisions related to hiring, programs, vendors, and cost optimization
- Serve as a finance business partner to corporate and technical stakeholders
- Translate complex financial data into clear, actionable insights for non-finance audiences
- Support internal controls, audits, and compliance requirements
- Maintain and enhance financial models, reporting tools, and dashboards
- Drive continuous improvement in FP&A processes, reporting, and automation
- Coordinate and assess risks and opportunities identified by functional and regional teams
- Support management presentations, business reviews, and strategic planning materials
- Execute additional projects and analyses as needed
Salary : $90,000 - $100,000