What are the responsibilities and job description for the Senior FP&A Analyst position at Sherpa | Recruiting, Staffing & Consulting?
Compensation: To $108K, plus bonus.
Job Overview – Senior FP&A Analyst – 34468
This a is hybrid role 3 days in and 2 days out and must be local to Charlotte Area. Client is not offering relocation. Our client is seeking a highly analytical and motivated Senior Financial Analyst to support the global management of operating expenses (OPEX). This role will partner closely with business leaders and cross-functional teams to drive disciplined cost management, accurate forecasting, financial reporting, and actionable business insights.
The Financial Analyst will play an important role in month-end close, budgeting and forecasting, OPEX analysis, headcount and cost management, and capital expenditure oversight. The position also provides an opportunity to leverage digital and AI-enabled tools to streamline reporting, automate processes, and improve the overall effectiveness of the finance function.
This is an opportunity to join a collaborative and forward-thinking finance team that values analytical thinking, continuous improvement, and strong business partnership.
Key Responsibilities
OPEX Financial Management
Associate Level
About Our Process
Job Overview – Senior FP&A Analyst – 34468
This a is hybrid role 3 days in and 2 days out and must be local to Charlotte Area. Client is not offering relocation. Our client is seeking a highly analytical and motivated Senior Financial Analyst to support the global management of operating expenses (OPEX). This role will partner closely with business leaders and cross-functional teams to drive disciplined cost management, accurate forecasting, financial reporting, and actionable business insights.
The Financial Analyst will play an important role in month-end close, budgeting and forecasting, OPEX analysis, headcount and cost management, and capital expenditure oversight. The position also provides an opportunity to leverage digital and AI-enabled tools to streamline reporting, automate processes, and improve the overall effectiveness of the finance function.
This is an opportunity to join a collaborative and forward-thinking finance team that values analytical thinking, continuous improvement, and strong business partnership.
Key Responsibilities
OPEX Financial Management
- Monitor, analyze, and report global OPEX spending across functional areas.
- Prepare monthly variance analysis against budget and forecast.
- Identify trends, risks, and opportunities to improve cost management and spending efficiency.
- Communicate key cost drivers and financial insights to business leaders.
- Support and execute month-end close activities related to OPEX.
- Prepare and post journal entries while maintaining strong financial controls and accuracy.
- Perform monthly account reconciliations and analytical reviews of account balances.
- Ensure compliance with company accounting policies and procedures.
- Support annual budgeting and monthly forecasting processes for OPEX.
- Develop, maintain, and enhance financial models.
- Partner with stakeholders to develop accurate, data-driven forecasts.
- Analyze changes in business activity and their impact on financial performance.
- Monitor headcount trends and labor-related expenses.
- Analyze workforce costs and provide insights to support workforce planning.
- Partner with business leaders to align headcount and labor spending with financial targets.
- Track and report monthly capital expenditures for the assigned operating unit.
- Analyze capital spending against budget and forecast.
- Partner with business teams to ensure capital investments remain aligned with financial objectives.
- Serve as a finance partner to cross-functional stakeholders and business leaders.
- Lead monthly OPEX reviews, providing visibility into actual spending, variances, and forecast updates.
- Clearly communicate financial performance, trends, and key cost drivers.
- Translate complex financial information into practical business recommendations.
- Provide financial analysis in response to leadership and business needs.
- Support analysis of key spending categories, including travel, samples, relocation, and expatriate expenses.
- Lead or support process improvement, simplification, and reporting initiatives.
- Leverage digital tools, analytics, and AI-enabled solutions to enhance financial analysis and reporting.
- Identify opportunities to automate manual processes and improve efficiency.
- Help advance data-driven approaches to OPEX management and financial reporting.
- Bachelor’s degree in Finance, Accounting, Business, Economics, or a related field.
- 3 years of relevant finance or accounting experience.
- Experience partnering across functions to solve complex business and financial problems.
- Working knowledge of financial and management accounting, financial systems, compliance, and reporting.
- Strong analytical and critical-thinking skills with the ability to identify financial drivers and translate data into actionable insights.
- Ability to manage multiple priorities while maintaining a high level of accuracy and service.
- Innovative, digital, and data-driven approach to finance.
- Strong written, verbal, communication, and presentation skills.
- Comfortable working with business partners at multiple levels, including senior leadership.
Associate Level
About Our Process
- We will notify you if you are selected as a candidate for this role. If not, but you fit our specializations, we'll consider you for future openings, and encourage you to apply for other Sherpa roles you're qualified for/interested in.
- Non-Local Candidates: Please note that you are competing with local candidates who don’t require relocation expenses and can start quickly, so let us know if you have plans to move to the area soon.
- Candidates for all Sherpa opportunities must be authorized to work in the United States.
- Sherpa is an Equal Opportunity Employer.