Financial Analyst II

AccruePartners; Charlotte (NC); Hybrid; USD 70,000 - 100,000; Full time

Benefits offered by this job

Medical, dental, vision coverage

401(k)/Roth matching

Paid time off & parental leave

Education reimbursement

Job summary

AccruePartners seeks an FP&A specialist to join a high-performing finance team in the Charlotte area. You will develop and maintain financial models, build dashboards in Power BI, and deliver actionable insights for leadership across budgeting, forecasting, and KPI analysis.

The role partners directly with the Director of Finance and senior leaders, supporting acquisitions, due diligence, integration planning, and ROI analyses in a tech-enabled environment.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or related field
• 2–3 years of financial analysis experience in a data-driven or tech-enabled environment
• Strong understanding of GAAP, financial statements, and forecasting techniques
• Proficiency in Excel and Power BI; CoPilot experience is valuable
• Experience working within an ERP environment such as BST, Deltek, SAP, or Oracle
• Experience building financial models and conducting variance analysis
• Excellent organization skills and ability to manage multiple deliverables
• Strong communication skills to translate data into clear insights
• Experience with financial systems implementation or enhancement (OneStream, TM1, Hyperion Planning, BlackLine) is a plus
• Exposure to M&A, due diligence, or ROI analysis is valuable

Responsibilities

• Build and maintain advanced financial models for budgeting, forecasting, and scenario planning across KPIs
• Create dashboards and reports in Power BI, Excel, CoPilot, and BST for leadership visibility
• Conduct variance analysis and identify drivers behind financial results
• Prepare executive-level presentations and shareholder materials
• Support process improvements to strengthen data governance and reporting timeliness
• Contribute to acquisition analysis and integration planning

Skills

Financial analysis

Financial modeling

Variance analysis

Data analytics

Communication

Presentation skills

Education

Bachelor's degree in Finance/Accounting/Economics

Tools

Power BI

Excel

CoPilot

BST ERP

Deltek

SAP

Oracle

OneStream

TM1

Hyperion Planning

BlackLine

Job description

The Team You Will Be Joining

• A high-performing finance team supporting decision-making and financial performance across the organization
• Join a team that values data analytics, financial modeling, and strategic insight over routine reporting
• A role partnering directly with the Director of Finance, CFO, and senior leaders
• Work with a group of professionals that work closely with leadership and operational teams to turn financial data into actionable insight
• Finance organization that actively invests in its reporting capabilities, data governance, and financial systems
• Be a part of a team supporting the company's growth strategy, including acquisitions and integration planning

LOCATION

• South End Charlotte Area | Remote for 2 Months, then Hybrid

What They Offer You

• Direct exposure to the Director of Finance, CFO, and senior leadership, including executive presentations and shareholder materials
• The opportunity to combine financial modeling, FP&A, data analytics, and M&A support within one position
• Hands-on work with Power BI, Excel, CoPilot, and the BST ERP system in a tech-enabled finance environment
• Involvement in acquisition analysis, due diligence, integration planning, and ROI scenario development
• Company-paid medical, dental, and vision coverage, plus short- and long-term disability and life insurance
• Company-matched 401(k)/Roth
• Paid time off, including parental and military leave, plus paid pregnancy disability leave
• A straight time policy that compensates exempt employees for billable hours worked beyond 40 in a work week
• Education reimbursement, a free in-house library of courses, a mentorship program, and a wellness program
• Employee referral and professional license bonuses, along with a Women's Organization and ongoing philanthropic opportunities

Why This Role Is Important

• This position plays a critical role in supporting leadership decision-making and driving financial performance across the organization
• Build and maintain advanced financial models supporting budgeting, forecasting, and scenario planning across P&L, working capital, backlog, and other KPIs
• Create dashboards and reports in Power BI, Excel, CoPilot, and BST that give leadership and operational teams real visibility into performance
• Conduct variance analysis and synthesize the drivers behind financial results, identifying risks and opportunities for improvement
• Prepare executive-level presentations, business reviews, and shareholder materials that explain the "why" behind financial outcomes
• Contribute to process improvement initiatives that streamline workflows, strengthen data governance, and improve the accuracy and timeliness of reporting
• Support acquisition analysis and integration planning as a direct contributor to the company's growth strategy
• Ultimately, this is an opportunity to go beyond reporting the numbers and become a strategic partner who helps leadership understand what's driving results and where the business is headed

The Background That Fits

• Bachelor's degree in Finance, Accounting, Economics, or a related field
• 2–3 years of financial analysis experience, ideally in a data-driven or tech-enabled environment
• Strong understanding of GAAP, financial statements, and forecasting techniques
• Proficiency in Excel and Power BI; CoPilot experience is valuable
• Experience working within an ERP environment such as BST, Deltek, SAP, or Oracle
• Experience building financial models and conducting variance analysis
• Excellent organization skills and the ability to manage multiple concurrent deliverables and deliver on time
• Strong communication skills and the ability to translate complex data into clear insights tailored to the audience
• Experience with financial systems implementation or enhancement (OneStream, TM1, Hyperion Planning, BlackLine, etc.) is a plus
• Exposure to M&A, due diligence, or ROI analysis is valuable

Open