Financial Analyst

Search Solution Group; Charlotte (NC); On-site; USD 70,000 - 100,000; Full time

Job summary

Search Solution Group in Charlotte, NC is seeking a Financial Analyst for a private telecommunications client. The role focuses on delivering financial insights, forecasting, KPI analysis, and automated reporting to support executive decision-making and growth.

You'll build and maintain complex Excel models, develop dashboards, and partner with business leaders to optimize capital investments and revenue performance.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field required.
• MBA or other advanced business degree is a plus.

Responsibilities

• Prepare accurate monthly financial reports, forecasts, and analyses for senior leadership.
• Analyze KPIs to assess performance, identify trends, and highlight risks.
• Develop financial models and projections to support strategic planning.
• Improve reporting through automation and tooling.
• Create executive presentations summarizing performance and actions.
• Collaborate with cross-functional teams to ensure data integrity.

Skills

Financial analysis

Financial modeling

KPI reporting

Forecasting

Data visualization

Excel

Education

Bachelor's in Finance/Accounting/Economics/Business Admin

MBA (plus)

Tools

Power BI

SQL

Tableau

Job description

Search Solution Group is seeking a Financial Analyst on behalf of our client, a private telecommunications company. The Financial Analyst will play a key role in delivering financial insights, performance analysis, and strategic recommendations that support executive decision-making and business growth. This position is responsible for preparing financial reports, forecasts, KPI analysis, and automated reporting solutions while identifying opportunities to improve operational efficiency, optimize capital investments, and enhance revenue performance. The ideal candidate is highly analytical, detail-oriented, technologically savvy, and passionate about transforming financial data into actionable business insights.

Job Overview:

Search Solution Group is seeking a Financial Analyst on behalf of our client, a private telecommunications company. The Financial Analyst will play a key role in delivering financial insights, performance analysis, and strategic recommendations that support executive decision-making and business growth. This position is responsible for preparing financial reports, forecasts, KPI analysis, and automated reporting solutions while identifying opportunities to improve operational efficiency, optimize capital investments, and enhance revenue performance. The ideal candidate is highly analytical, detail-oriented, technologically savvy, and passionate about transforming financial data into actionable business insights.

Key Responsibilities:

• Prepare accurate monthly financial reports, forecasts, and financial analyses for senior leadership.
• Analyze key performance indicators (KPIs) to assess operational performance and identify trends, opportunities, and potential risks.
• Develop financial models and projections that support strategic planning and business decision-making.
• Improve financial reporting processes through automation and process optimization, reducing manual effort and increasing analytical capabilities.
• Assist in preparing executive presentations that summarize financial performance, key findings, recommended actions, and strategic initiatives.
• Drive cross-functional process improvements that enhance data quality, operational efficiency, expense management, capital allocation, and revenue growth.
• Develop and maintain reporting repositories, dashboards, and analytical tools that improve visibility into company performance.
• Partner with business leaders to provide financial insights that support operational and strategic initiatives.
• Evaluate return on investment (ROI) for capital expenditures and other business initiatives.
• Analyze operational and financial data to identify root causes of performance gaps and recommend process improvements.
• Build, maintain, troubleshoot, and optimize complex Excel financial models.
• Collaborate with cross-functional teams to ensure accurate financial reporting and data integrity.
• Support the Finance team's transition toward more automated, technology-enabled, and insight-driven decision support.
• Research and adopt emerging technologies, including artificial intelligence (AI), to improve reporting, forecasting, and financial analysis while validating outputs for accuracy and reliability.

Education:

• Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field required.
• MBA or other advanced business degree is a plus.

Experience:

• 3–5+ years of experience in financial analysis, corporate finance, FP&A, accounting, or a related analytical role preferred.
• Experience preparing financial reports, forecasts, budgets, and executive-level presentations.
• Experience developing financial models and KPI reporting.
• Experience improving reporting processes through automation and process optimization.
• Experience working within capital-intensive or subscription-based business environments, preferably telecommunications or similar industries, is preferred.
• Experience utilizing business intelligence and reporting tools is a plus.

Skills:

• Advanced Microsoft Excel skills, including financial modeling, complex formulas, troubleshooting, and data analysis.
• Strong financial modeling and forecasting capabilities.
• KPI development and performance analysis.
• Financial reporting and dashboard creation.
• Data analysis and problem-solving skills.
• Strong presentation and communication skills.
• Process improvement and automation expertise.
• Ability to work with large datasets and multiple reporting systems.
• Strong organizational and project management skills.
• Excellent interpersonal and collaboration skills.
• Curiosity and adaptability when learning new technologies and AI-enabled analytical tools.

Certifications:

• CPA, CFA, CMA, or FPAC certification is preferred but not required.

Knowledge:

• Financial planning and analysis (FP&A) principles.
• Budgeting and forecasting methodologies.
• Financial statement analysis.
• KPI development and business performance measurement.
• Return on Investment (ROI) methodologies.
• Capital expenditure analysis.
• Subscription-based revenue models.
• Data visualization and reporting best practices.
• Process improvement methodologies.
• Financial systems and reporting technologies.
• Artificial intelligence applications within finance and analytics.

Key Competencies:

• Financial and analytical thinking
• Attention to detail
• Strategic problem-solving
• Critical thinking
• Business acumen
• Financial modeling expertise
• Process improvement mindset
• Data-driven decision making
• Communication and presentation skills
• Collaboration and relationship building
• Organizational and time management skills
• Adaptability and continuous learning
• Technology proficiency
• Initiative and accountability
• Professional judgment and integrity

Equal Opportunity Employer Statement:

Search Solution Group is an Equal Opportunity Employer committed to fostering an inclusive workplace where diversity is valued and respected. We do not discriminate on the basis of race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status in our hiring process or employment practices. We believe that a diverse workforce brings unique perspectives and strengths, driving innovation and growth. All employment decisions are based on qualifications, merit, and business needs. We welcome applicants from all backgrounds to apply and contribute to our team.

Disclaimer:

Please note that the job description provided is not exhaustive and is subject to change. Additional duties may be assigned as needed to meet the evolving needs of the organization and to ensure the successful completion of projects and objectives.