What are the responsibilities and job description for the Financial Analyst position at SoTalent?
Job Title : Financial Analyst
Location : Charlotte, NC
Job Type : Full Time
Our client is looking for a Financial Analyst II to support forecasting, planning, and financial modeling across key areas such as income, profitability, liquidity, capital, and operating expenses. This role provides actionable insights to optimize business performance while ensuring compliance with regulatory standards.
What You’ll Do
- Prepare financial forecasts and plans for specific business areas or expense categories.
- Develop and improve forecasting models and processes.
- Deliver financial reports, cost-benefit analyses, and ad hoc insights to support management decisions.
- Conduct moderately complex financial research and identify operational opportunities.
- Apply technical knowledge to product pricing, profitability analysis, and resource allocation.
- Ensure risks are identified, monitored, and controlled in line with compliance policies.
What We’re Looking For
- Bachelor’s degree in Business, Finance, Accounting, Economics, or related field (or equivalent experience).
- 2 years of experience in financial analysis, reporting, or planning.
- Strong analytical and critical thinking skills.
- Proficiency in Microsoft Excel and financial modeling.
- Understanding of financial compliance and risk management.
- Excellent communication skills for stakeholder engagement.
Preferred Qualifications
- Knowledge of life insurance or investment industry.
- Experience with expense analysis.
- Progress toward CPA or CFA designation.
Why Join Us?
- Competitive salary and performance-based incentives.
- Comprehensive health, dental, and vision coverage.
- Retirement plans (401(k) and pension).
- Paid time off, holidays, and volunteer hours.
- Tuition reimbursement and career development programs.