Financial Analyst II

Colliers Engineering & Design; Charlotte (NC); On-site; USD 70,000 - 95,000; Full time

Benefits offered by this job

Medical coverage

401(k) matching

Paid time off

Professional development

Job summary

Colliers Engineering & Design in Charlotte, NC is seeking a Financial Analyst II to join our finance team. This role focuses on data analytics, financial modeling, and strategic insight to support decision-making and improve reporting.

The analyst will build models for budgeting, forecasting, and KPI tracking; develop dashboards with Power BI and BST ERP; and collaborate with senior leaders on executive-level materials and growth initiatives.

Qualifications

• Bachelor's degree in Finance, Accounting, or Economics; MBA/CPA preferred.
• 2–3 years of experience in financial analysis in data-driven settings.
• Proficient with Excel, Power BI, CoPilot and ERP systems (BST, Deltek, SAP, Oracle).
• Solid GAAP knowledge and forecasting techniques.
• Strong communication and ability to translate data into insights.

Responsibilities

• Build and maintain financial models for budgeting, forecasting, and KPIs.
• Create dashboards and reports using Power BI, Excel, BST to guide decisions.
• Perform variance analysis to identify drivers of performance.
• Prepare executive presentations and board materials with insights.
• Support process improvements and data governance initiatives.
• Assist M&A analyses, due diligence, and ROI scenarios.

Skills

Financial analysis

Data analytics

Forecasting

Communication

Education

Bachelor's degree in Finance/Accounting/Economics

MBA or CPA preferred

Tools

Excel

Power BI

CoPilot

BST ERP

Deltek

SAP

Oracle

Job description

Overview

Colliers Engineering & Design is seeking a dynamic Financial Analyst II to join our high-performing finance team in Charlotte, NC. This role is designed for a tech-savvy professional who thrives on data analytics, financial modeling, and strategic insight. You will play a critical role in supporting decision-making, enhancing reporting capabilities, and driving financial performance across the organization.

Responsibilities

• Financial Modeling & Forecasting: Build and maintain advanced financial models to support budgeting, forecasting, and scenario planning across P&L, working capital, backlog, and other KPIs.
• Data Analytics & Visualization: Leverage tools like Power BI, Excel, CoPilot, and our ERP system (BST) to create dashboards and reports that deliver actionable insights to leadership and operational teams.
• Performance Analysis: Conduct variance analysis and synthesize drivers of financial performance, identifying risks and opportunities for improvement.
• Strategic Support: Partner with the Director of Finance, CFO and senior leaders to prepare executive-level presentations, business reviews, and shareholder materials that explain the "why" behind financial outcomes.
• Process Improvement: Contribute to initiatives that streamline workflows, enhance data governance, and improve the accuracy and timeliness of financial reporting.
• M&A & Due Diligence: Support acquisition analysis, integration planning, and ROI scenario development as part of the company's growth strategy.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or related field; MBA or CPA preferred.
• 2-3 years of experience in financial analysis, preferably in a data-driven or tech-enabled environment.
• Proficiency in Excel, Power BI, CoPilot, and ERP systems (e.g., BST, Deltek, SAP, Oracle).
• Strong understanding of GAAP, financial statements, and forecasting techniques.
• Excellent organization skills & ability to manage multiple concurrent deliverables effectively and deliver results on time.
• Strong communication skills and ability to translate complex data into clear insights, tailored to the audience.
• Experience with financial systems implementation or enhancement is a plus (e.g., OneStream, TM1, Hyperion Planning, Blackline, etc).
• Ability to read, write and understand English for purposes of comprehending written job-related communications and verbal instructions and interactions.

What We Offer

At Colliers Engineering & Design, our people are our most important resource. That's why we are committed to providing all our employees with a safe, comfortable work environment, potential for career advancement, and the ability to impact society through their projects as well as Company sponsored activities.

This dedication begins with supporting a work life balance through a generous compensation package that includes:

• company paid medical, dental, and vision coverage
• paid pregnancy disability leave
• short- and long-term disability insurance
• life insurance
• a company-matched 401(k)/Roth
• paid time off that includes parental and military leave
• employee referral and professional license bonuses
• a straight time policy that compensates exempt employees for billable hours worked in excess of 40 billable hours within a work week

We have also created an internal culture that provides the resources and technology needed to encourage personal and professional growth opportunities through reimbursement for education; a free in-house resource for hundreds of educational and self-enrichment courses; mentorship program; wellness program; Women's Organization and ongoing philanthropic opportunities.