FP&A Analyst

Recruit Up, LLC; Charlotte (NC); On-site; USD 75,000 - 95,000; Full time

Job summary

Gridstone Holdings LLC is looking for a Financial Planning & Analysis (FP&A) Analyst to support strategic initiatives, financial analysis, and executive reporting across the company. The ideal candidate will be analytical, detail-oriented, and a team player with strong financial modeling skills. Responsibilities include budgeting, forecasting, KPI analysis, and coordinating with various departments.

This position is based in Charlotte and requires expertise in financial analysis and modeling with a Bachelor’s degree in a related field.

Qualifications

• 2–5 years of experience in FP&A, financial analysis, corporate finance, accounting, or related finance roles.
• Ability to analyze large datasets and present findings in a clear manner.
• Experience in construction, infrastructure, utilities, EPC, engineering, or project-based industries preferred.

Responsibilities

• Support the annual budgeting process across Gridstone Holdings and its subsidiaries.
• Prepare monthly and quarterly financial forecasts and variance analysis.
• Develop and maintain financial models to support operational planning.

Skills

Financial modeling

Forecasting

Analytical skills

Advanced Microsoft Excel skills

Communication skills

Education

Bachelor’s degree in Finance, Accounting, Economics, Business Administration or related field

Tools

ERP systems

Power BI

Job description

Gridstone Holdings LLC is seeking a Financial Planning & Analysis (FP&A) Analyst to support strategic financial planning, operational analysis, budgeting, forecasting, KPI development, and executive reporting across Gridstone Holdings and its subsidiaries. This position will work closely with the Vice President of FP&A and operational leadership to provide data-driven insights that support business performance, growth initiatives, and executive decision-making.

The ideal candidate is analytical, detail-oriented, highly organized, and comfortable operating in a fast-paced, growth-oriented, multi-entity environment. This role will support financial modeling, consolidated reporting across business units, operational analytics, and process improvement initiatives that help drive scalability across the organization.

Must be based in the Charlotte metro area

RESPONSIBILITIES

• Support the annual budgeting process across Gridstone Holdings and its subsidiaries, including coordination with operational and departmental leadership.
• Prepare monthly and quarterly financial forecasts, variance analysis, and trend reporting.
• Develop and maintain financial models to support operational planning, capital investments, and strategic initiatives.
• Analyze operational and financial KPIs including labor utilization, project performance, backlog, cash flow, equipment utilization, overhead trends, and profitability metrics.
• Prepare recurring and ad hoc executive-level financial reporting packages, dashboards, and presentations for senior leadership.
• Consolidate and analyze financial and operational data across multiple business units and departments.
• Partner cross-functionally with Accounting, Operations, HR, and Project Management teams to improve financial visibility and reporting accuracy.
• Support Finance leadership with acquisition analysis, integration activities, and long-range financial planning initiatives.
• Assist with monthly and year-end financial analysis activities and management reporting.
• Assist with cash flow forecasting and scenario analysis.
• Develop and improve reporting tools, dashboards, forecasting models, and data visualization capabilities.
• Support process improvement and standardization initiatives across finance and reporting functions.
• Maintain accuracy, consistency, and integrity of financial reporting data.
• Assist with special projects and strategic initiatives as assigned by Finance leadership.

SKILLS / REQUIREMENTS

Required:

• Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or related field required.
• 2–5 years of experience in FP&A, financial analysis, corporate finance, accounting, or related finance roles preferred.
• Strong financial modeling, forecasting, and analytical skills required.
• Advanced Microsoft Excel skills required.
• Experience with ERP systems and financial reporting tools preferred.
• Experience with business intelligence and dashboard reporting tools such as Power BI preferred.
• Ability to analyze large datasets and present findings in a clear and concise manner.
• Strong organizational skills with the ability to manage multiple priorities and deadlines in a fast-paced environment.
• Excellent communication, presentation, and interpersonal skills.
• Experience in construction, infrastructure, utilities, EPC, engineering, or project-based industries strongly preferred.
• Experience supporting multi-entity or private equity-backed organizations is a plus.

Preferred:

• Financial planning and forecasting
• Budgeting and variance analysis
• Financial modeling and scenario analysis
• KPI and operational reporting
• Dashboard and data visualization reporting
• Executive reporting and presentations
• Multi-entity financial analysis
• Business partnership and operational finance
• Process improvement and scalability initiatives
• Data analytics and reporting automation

WORK ENVIRONMENT

This position primarily operates in an office environment with standard business hours. Occasional travel to company offices or project locations may be required.

EQUAL OPPORTUNITY EMPLOYER

• Gridstone Holdings is an Equal Opportunity Employer and does not discriminate based on any legally protected status. We value diversity and are committed to creating an inclusive workplace for all employees.