Financial Data Analyst | Strategic Analytics

CRG Search; Charlotte (NC); Hybrid; USD 95,000 - 125,000; Full time

Benefits offered by this job

Vacation & Sick Days

Paid Holidays

Health Insurance

Job summary

CRG Search seeks a Financial Data Analyst – Strategic Analytics to join its corporate finance team. The role centers on financial data analysis, contract compliance, reporting, and data-driven decision support across a large organization.

The ideal candidate will combine strong analytical and accounting skills with the ability to identify trends, improve reporting processes, and partner with multiple teams.

Qualifications

• Bachelor’s degree in Accounting, Finance, or a related field.
• 3+ years of accounting and financial analysis experience.
• Strong analytical and problem-solving abilities with exceptional attention to detail.
• Strong communication skills, including the ability to collaborate with corporate and cross-functional stakeholders.
• Experience with SAP or other enterprise financial systems.
• Ability to prioritize and manage multiple projects in a fast-paced, deadline-driven environment.
• Strong critical-thinking skills and the ability to independently assess information and develop sound recommendations.

Responsibilities

• Monitor and analyze contractual and financial data, identifying trends and developing reporting to support business decision-making.
• Analyze monthly financial information related to insurance premiums and fringe benefit expenses, identifying opportunities for improved accuracy and efficiency.
• Identify, develop, and implement process improvements and automation solutions to strengthen controls and improve reporting reliability.
• Lead efforts to centralize data collection and improve data accuracy while ensuring policy compliance.
• Collaborate with Internal Audit, Legal, Field Operations, and Finance to maintain data integrity and support compliance initiatives.
• Develop procedures and controls to ensure compliance with client contracts and financial policies.
• Conduct independent analysis, evaluate findings, and communicate conclusions to stakeholders.

Skills

Analytical skills

Problem-solving

Communication skills

Attention to detail

Cross-functional collaboration

Education

Bachelor's degree in Accounting/Finance

Tools

SAP

Hyperion/Essbase

Microsoft Access

Power BI

SQL

BlackLine

Job description

Financial Data Analyst | Strategic Analytics

Schedule: Hybrid

About the Job:

CRG is seeking a Financial Data Analyst – Strategic Analytics to join the corporate finance organization of a large, nationally recognized company. This position will focus on financial data analysis, contract compliance, reporting, process improvement, and data-driven decision support. The ideal candidate will combine strong analytical and accounting skills with the ability to identify trends, improve processes, and communicate findings and recommendations to cross-functional business partners.

This is a great opportunity for an analytical finance professional who enjoys working with data, investigating financial information, improving reporting processes, and partnering with multiple teams across a complex organization.

About the Company:

Our global Fortune 500 client, with U.S. headquarters in Charlotte, NC, is a world-class foodservice and support-services provider with a strong presence across the nation. Celebrating 30+ years in North America, this employee-focused company has received recognition for diversity and inclusion, innovation, health and wellness, and company culture. CRG has successfully placed over 300 employees within the last 10 years within this organization, known for its continuous growth opportunities, fantastic benefits package, innovative technology, flexible work environment, and collaborative culture.

Responsibilities:

• Monitor and analyze contractual and financial data, identifying trends and developing reporting to support business decision-making.
• Analyze monthly financial information related to insurance premiums and fringe benefit expenses and identify opportunities for improved accuracy and efficiency.
• Identify, develop, and implement process improvements and automation solutions to strengthen controls and improve the consistency and reliability of financial reporting.
• Lead efforts to centralize data collection and improve data accuracy while ensuring compliance with established policies and procedures.
• Partner with Internal Audit, Legal, Field Operations, and Finance to maintain data integrity and support compliance initiatives.
• Develop and implement procedures and controls designed to ensure compliance with client contracts and established financial policies.
• Conduct independent analysis, evaluate findings, develop recommendations, and effectively communicate and defend conclusions to stakeholders.
• Analyze underlying data drivers to provide meaningful follow-up analysis and support to sector finance teams and key customers.
• Prepare and analyze journal entries at both operational and corporate levels, helping ensure the accuracy of P&L and balance sheet accounts.
• Assist with client and contractual insurance and benefits reconciliations.
• Handle confidential HR, benefits, and financial information with discretion and professionalism.
• Support special projects and analytical initiatives as assigned by management and senior leadership.
• Collaborate with cross-functional teams including Benefits & Compensation, Risk Management, Legal, Labor Relations, Corporate Accounting, FP&A, Payroll, and sector financial leadership.

Required Qualifications:

• Bachelor’s degree in Accounting, Finance, or a related field.
• 3+ years of experience in accounting and financial analysis.
• Strong analytical and problem-solving abilities with exceptional attention to detail.
• Strong communication skills, including the ability to collaborate with corporate and cross-functional stakeholders.
• Demonstrated ability to influence and communicate effectively without direct authority.
• Experience working with SAP or other enterprise financial systems.
• Ability to prioritize and manage multiple projects in a fast‑paced, deadline‑driven environment.
• Strong critical‑thinking skills and the ability to independently assess information and develop sound recommendations.

Preferred Qualifications:

• Experience with Hyperion/Essbase, Microsoft Access, Power BI, BlackLine, and/or SQL.
• Experience with financial data analysis, reporting, or business intelligence.
• Experience with process automation or data centralization initiatives.
• Experience working with contractual compliance, reconciliations, or financial controls.
• Experience partnering with Legal, Internal Audit, Operations, or other non-finance stakeholders.
• Background in a large, complex corporate environment.

Company Benefits & Perks:

• 4 weeks of vacation and sick days
• 12 paid holidays + 3 paid half-day holidays + Floating holiday
• Medical, Dental, and Vision Insurance – multiple plan options!
• Flexible Spending Accounts (FSAs)
• Life & Disability Insurance
• Employee Assistance Program (EAP)
• Pet Insurance
• Employee Discounts & Shopping Programs
• Health & Wellness Programs
• 401K: 50% potential company match on the dollar up to 6%
• Onsite medical clinic, basketball court, and fitness center, alongside other onsite perks!