Financial Analyst

Jobtailor; Charlotte (NC); On-site; USD 65,000 - 90,000; Full time

Job summary

Jobtailor in Charlotte, North Carolina seeks a thoughtful FP&A professional to support monthly forecasting, quarterly outlooks, and annual budgets. You will consolidate data with plant controllers and prepare variance analyses for the NA leadership team, driving insights on volume, cost, productivity, and margin drivers.

The role emphasizes collaboration, a strong analytical mindset, and adherence to SOPs and standard work while leveraging ERP and BI tools to enhance reporting quality and

Qualifications

• Bachelor’s degree in finance, accounting, economics, or related field required.
• 2–4 years of FP&A, finance, or analytical experience required.
• Strong Excel skills preferred.
• Exposure to Power BI or similar tools preferred.
• Manufacturing or operational finance exposure preferred.
• Detail-oriented with strong execution discipline.
• Developing professional judgment and business acumen.
• Collaborative and dependable team contributor.

Responsibilities

• Support monthly forecasting, quarterly outlook, and annual budgeting cycles using established models and templates.
• Prepare standard management reports, variance analyses, and performance summaries for senior FP&A colleagues.
• Consolidate and validate financial data from plant controllers and functional partners.
• Assist with monthly, quarterly, and annual reporting packages for North America leadership.
• Respond to defined analytical requests from Operations and Sales partners.
• Support analysis of volume, cost, productivity, and margin drivers.
• Develop foundational understanding of manufacturing and commercial performance drivers.
• Follow FP&A standard work, SOPs, and reporting calendars.
• Maintain templates, trackers, and recurring reports.
• Use FP&A systems and tools, including ERP, planning systems, and BI tools.
• Identify data or process issues and escalate appropriately.

Skills

Financial Analysis

Variance Analysis

Performance Reporting

Data Consolidation

Cost Analysis

Productivity Analysis

Margin Analysis

SOP Compliance

Template Maintenance

Analytical Reporting

Education

Bachelor’s degree in finance, accounting, economics, or related field

Tools

ERP Systems

BI Tools

Planning Systems

Power BI

Job description

• Support monthly forecasting, quarterly outlook, and annual budgeting cycles using established models, templates, and standard work
• Prepare standard management reports, variance analyses, and performance summaries for senior FP&A team members
• Consolidate and validate financial data from plant controllers and functional partners
• Assist with monthly, quarterly, and annual reporting packages for North America leadership
• Respond to defined analytical requests from Operations and Sales partners
• Support analysis of volume, cost, productivity, and margin drivers
• Develop foundational understanding of manufacturing and commercial performance drivers
• Follow FP&A standard work, SOPs, and reporting calendars
• Maintain templates, trackers, and recurring reports
• Use FP&A systems and tools, including ERP, planning systems, and BI tools
• Identify data or process issues and escalat(e?) appropriately

Requirements

• Bachelor’s degree in finance, accounting, economics, or related field
• 2–4 years of experience in FP&A, finance, or analytical roles
• Strong Excel skills preferred
• Exposure to Power BI or similar tools preferred
• Manufacturing or operational finance exposure preferred
• Detail-oriented with strong execution discipline
• Developing professional judgment
• Strong learning mindset and coachability
• Collaborative and dependable team contributor

Core Competencies

Demonstrates expertise in financial planning and analysis (FP&A) with a strong foundation in budgeting, forecasting, and reporting. Proficient in utilizing ERP and BI tools to analyze financial data and support operational performance.

Highest-signal resume keywords

• Financial Planning And Analysis (FP&A)
• Budgeting And Forecasting
• Excel Proficiency
• Power BI Exposure
• Manufacturing Finance Experience

Hard Skills

• Financial Analysis
• Variance Analysis
• Performance Reporting
• Data Consolidation
• Cost Analysis
• Productivity Analysis
• Margin Analysis
• SOP Compliance
• Template Maintenance
• Analytical Reporting

Soft Skills

• Detail-Oriented
• Collaborative Team Contributor
• Strong Execution Discipline
• Developing Professional Judgment
• Learning Mindset

Industry Keywords

• Finance
• Accounting
• Economics
• Manufacturing Finance
• Operational Finance

Tools & Technologies

• ERP Systems
• BI Tools
• Planning Systems