Financial Analyst, FP&A – Technology Finance

DCLI; Charlotte (NC); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

Excellent health, dental, and vision

PTO and paid holidays

401k with company match

Work-life balance support

Wellness resources

Company-sponsored events

Job summary

The Financial Analyst, FP&A – Technology Finance at DCLI supports core FP&A reporting and analysis and partners with technology leaders to improve cost visibility and decision support. You prepare monthly financial reporting, explain performance against budget and forecast, and assist with IT cost reporting and investment analysis.

Based in Charlotte with a hybrid work setup, you will collaborate with Finance, IT, Operations, and Commercial teams to drive accurate reporting, robust

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, General Business, Information Systems, or a related field.
• 1-2 years of finance, accounting, or analytical experience, preferably in FP&A, corporate finance, or technology finance.
• Strong understanding of financial statements, management reporting, budgeting, forecasting, and variance analysis.
• Advanced proficiency in Microsoft Excel and demonstrated ability to build and maintain financial models.
• Proficiency with Oracle Fusion, Oracle EPM, and TM1/Cognos, or comparable ERP/BI tools is a plus.
• SQL knowledge is a plus, including pulling, validating, or reconciling data for reporting purposes.

Responsibilities

• Prepare management reporting focused on historical results, budgets, forecasts, trends, and key business drivers.
• Produce monthly P&L reporting for assigned segments and cost centers with variance analysis.
• Support annual budget and forecast processes by gathering inputs and maintaining financial models.
• Analyze IT spend including labor, software, systems, and vendors.
• Track technology projects, capitalization, cost allocations, and forecast updates.
• Develop KPIs and reporting to improve spend visibility and accountability.

Skills

Financial Modeling

Excel

SQL

Variance Analysis

Cost Analysis

PowerPoint

Education

Bachelor's degree in Finance, Accounting, Economics, or related field

Tools

Oracle Fusion

Oracle EPM

TM1/Cognos

Mekko Graphics

Job description

Financial Analyst, FP&A – Technology Finance

Job Category: Finance

Requisition Number: FINAN001555

• Full-Time
• Hybrid

Locations

Showing 1 location

Charlotte, NC 28273, USA

Description

The Financial Analyst, Financial Planning & Analysis, supports core FP&A reporting and analysis while serving as a key finance partner for technology-related spend. The role prepares monthly financial reporting, explains performance against budget and forecast, supports annual planning, and assists with IT cost reporting, project tracking, and investment analysis. This position partners with Finance, IT, Operations, Commercial, and other business leaders to improve cost visibility, reporting accuracy, and decision support while performing duties consistent with safety, legal, regulatory, and company requirements.

Duties and Responsibilities

• Prepare management reporting focused on historical results, budgets, forecasts, trends, and key business drivers.
• Produce monthly P&L reporting for assigned business segments and cost centers, including clear variance analysis and explanations.
• Support the annual budget and periodic forecast processes by gathering inputs, validating assumptions, and maintaining financial models.
• Assist with monthly reporting and analysis of IT spend, including labor, software, systems, infrastructure, vendors, and third-party development costs.
• Partner with IT and Finance stakeholders to track technology projects, purchase activity, capitalization, cost allocations, and forecast updates.
• Develop and maintain reporting for IT cost drivers, project estimates, and key performance indicators to improve spend visibility and accountability.
• Support business cases, capital requests, and technology investment analyses through data validation, financial modeling, and scenario analysis.
• Perform recurring and ad-hoc analysis in support of Finance, IT, Operations, Commercial, and strategic initiatives.
• Maintain and improve FP&A reporting processes and system infrastructure within Oracle and TM1/Cognos.
• Use Excel, PowerPoint, business intelligence tools, and SQL where applicable to automate reporting, streamline processes, and reduce manual effort.
• Prepare presentations using charts, graphs, and tables for the Board of Directors, Senior Leadership Team, and other stakeholders.
• Maintain industry and competitive landscape analysis using quarterly earnings materials and other available industry resources.
• Identify data quality issues, reconcile reporting differences, and coordinate with stakeholders to support accurate and timely financial reporting.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, General Business, Information Systems, or a related field.
• 1-2 years of finance, accounting, or analytical experience, preferably in FP&A, corporate finance, or technology finance.
• Strong understanding of financial statements, management reporting, budgeting, forecasting, and variance analysis.
• Advanced proficiency in Microsoft Excel and demonstrated ability to build and maintain financial models.
• Proficiency in Microsoft PowerPoint; experience with Mekko Graphics is a plus.
• Experience with Oracle Fusion, Oracle EPM, and TM1/Cognos, or comparable ERP and business intelligence tools, is a plus.
• Exposure to technology cost structures, project-based spending, software or vendor reporting, capital planning, or agile delivery environments is a plus.
• SQL knowledge is a plus, including the ability to pull, validate, or reconcile data for reporting purposes.
• Curious and adaptable, with a willingness to learn new concepts, understand business processes, and take on evolving responsibilities
• Excellent analytical and problem-solving skills with strong attention to detail and a commitment to data accuracy.
• Strong communication and interpersonal skills, including the ability to work effectively with both finance and technical stakeholders.
• Curious and adaptable, with a willingness to learn new concepts, understand business processes, and take on evolving responsibilities
• Self-driven, proactive, organized, and comfortable managing multiple priorities in a dynamic environment.
• Must be able to pass a pre-employment drug screening.

Direct Reports

• N/A

We understand that your role at DCLI is only part of who you are. Our comprehensive compensation and benefits package provide resources for you to be your best self, grow professionally and personally, and reach your full potential.

• Excellent health, dental, and vision insurance options for you and your family
• Ample PTO and paid holidays
• 401k with company match
• Flexibility to support a healthy work-life balance
• Wellness resources
• Company-sponsored parties, outings, and other perks

At DCLI, you’ll find that everyone – from your coworkers and managers to the senior leadership team – wants to see you succeed and there are opportunities available for you to develop in your current role and prepare to take that next step in your career:

• Internal training and educational resources
• Quarterly and annual awards for outstanding performance
• Pathways to promotions and access to advice, feedback, and mentorship
• Participation in professional organizations
• Internships

Equal Opportunity Employer

This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.