Financial Analyst

Insight Global; Charlotte (NC); On-site; USD 90,000 - 120,000; Full time

Job summary

Insight Global is seeking a Senior Financial Analyst to partner with corporate functions, focusing on forecasting, reporting, financial modeling, and executive-level partnership. This role builds models from scratch and drives processes in a lean, fast-paced environment.

The ideal candidate will own operating expense forecasts, collaborate with VP-level leaders, and translate actuals into forward-looking plans, delivering monthly insights to senior technology leadership and driving FP&A

Qualifications

• 4-5+ years of FP&A, Corporate Finance, or related experience.
• Experience owning operating expense forecasting, budgeting, reporting, and variance analysis.
• Strong financial modeling skills with experience building models from scratch.
• Business case development experience including NPV, IRR, and scenario analysis.
• Ability to work independently and thrive within a lean, fast-paced team environment.
• Experience partnering with senior leaders and business stakeholders.
• Advanced Excel and strong analytical skills.
• Understanding of accounting principles and ability to partner with Accounting teams.
• Executive presence and ability to present financial results to leadership teams.

Responsibilities

• Own budgeting, forecasting, reporting, and variance analysis for corporate and technology functions.
• Support functions such as IT, Legal, and other corporate cost centers.
• Build and maintain forecasting models, long-range plans, and business cases.
• Partner with VPs and department leaders to understand spending drivers and identify risks and opportunities.
• Track key initiatives and measure financial performance against plans.
• Deliver monthly reporting and insights to VP-level leaders and Chief Technology leadership.
• Work closely with Accounting to translate actuals into forward-looking forecasts.
• Support ad hoc analyses and special projects for executive leadership.
• Drive continuous improvement in FP&A reporting, forecasting, and modeling processes.

Skills

Forecasting

Budgeting

Reporting

Variance analysis

Financial modeling

Executive communication

Stakeholder management

Excel modeling

Tools

OneStream

Coupa

Excel

Job description

• 4-5+ years of FP&A, Corporate Finance, or related experience
• Experience owning operating expense forecasting, budgeting, reporting, and variance analysis
• Strong financial modeling skills with experience building models from scratch
• Business case development experience including NPV, IRR, and scenario analysis
• Ability to work independently and thrive within a lean, fast-paced team environment
• Experience partnering with senior leaders and business stakeholders
• Advanced Excel and strong analytical skills
• Understanding of accounting principles and ability to partner with Accounting teams
• Executive presence and ability to present financial results to leadership teams

Plusses

• Experience supporting IT organizations and technology spend forecasting
• Experience managing software renewals, vendor contracts, and sourcing relationships
• Experience with OneStream, Coupa, or similar FP&A/procurement tools
• Strategic sourcing or procurement partnership experience
• Background in smaller, high-growth, or stand-up organizations
• Process improvement and financial automation experience

Day-to-Day

• Own budgeting, forecasting, reporting, and variance analysis for corporate and technology functions
• Support functions such as IT, Legal, and other corporate cost centers
• Build and maintain forecasting models, long-range plans, and business cases
• Partner with VPs and department leaders to understand spending drivers and identify risks and opportunities
• Track key initiatives and measure financial performance against plans
• Deliver monthly reporting and insights to VP-level leaders and Chief Technology leadership
• Work closely with Accounting to translate actuals into forward-looking forecasts
• Support ad hoc analyses and special projects for executive leadership
• Drive continuous improvement in FP&A reporting, forecasting, and modeling processes

Job Description

Insight Global is seeking a Senior Financial Analyst for a top corporate client. This individual will serve as a critical FP&A business partner supporting corporate functions, with a particular focus on forecasting, reporting, financial modeling, and executive-level business partnership. The ideal candidate is a self-starter who enjoys rolling up their sleeves, building models from scratch, and working in an environment where processes and data may not always be perfectly structured.

This person will collaborate directly with Vice Presidents and technology leadership to provide financial insights, manage operating expense forecasts, develop business cases, and support strategic decision-making. The team is lean, highly visible, and offers significant exposure to leadership, making this an excellent opportunity for an FP&A professional looking to expand their impact and responsibilities.