Junior Financial Analyst

CPI Security; Charlotte (NC); On-site; USD 70,000 - 85,000; Full time

Job summary

A leading security provider in Charlotte, North Carolina is seeking a Junior FP&A Analyst to join their Finance team. This role requires strong analytical skills and experience in corporate finance, focusing on developing budgets, forecasts, and performance metrics. Candidates should possess an analytical mindset and proficiency in financial modeling, along with a solid understanding of Microsoft Excel. The ideal applicant will partner closely with leadership to drive financial insight and enhance business performance.

Qualifications

• Strong ability to interpret and synthesize complex financial data into meaningful insights.
• Advanced modeling and reporting skills, with the ability to simplify and visualize complex data sets.
• Skilled at presenting financial information clearly to both financial and non-financial stakeholders.
• Minimum three years experience working in corporate finance.

Responsibilities

• Partner with department and executive leaders to develop annual budgets and forecasts.
• Lead monthly financial reporting and analyze departmental P&L statements.
• Conduct profitability and scenario analyses for new business opportunities.
• Analyze key performance indicators (KPIs) to identify trends, risks, and opportunities.

Skills

Analytical Expertise

Financial Modeling

Technical Proficiency in Excel

Communication

Education

4-year degree in Accounting, Finance or Mathematics

Tools

Microsoft Excel

PowerPoint

Tableau

Net Suite

Snowflake

Job description

Company Summary

Headquartered in Charlotte, North Carolina, CPI Security was founded in 1991 on an entrepreneurial spirit and a passion for helping and protecting others. What started as a company of 10 employees and 300 customers has grown into one of the nation’s top 10 largest security providers with over 750 employees. CPI has received many awards for excellence, such as twice-awarded SDM Dealer of the Year, Central Station of the Year, and the Marvel Award. The company leads the industry in alarm response times, is consistently ranked in the top 10 of electronic security businesses and is widely known as North Carolina and South Carolina’s Top 25 Best Places to Work.

Position Summary

The Finance team is focused on delivering and developing key financial metrics for the organization. The Junior FP&A Analyst plays a critical role in driving financial insight, supporting strategic decision-making, and enhancing overall business performance. This position partners closely with department leaders and senior executives to develop budgets, forecasts, and performance metrics that align with the company’s strategic goals. The ideal candidate will have a strong analytical mindset, a deep understanding of financial modeling, and the curiosity to explore the business drivers behind the numbers.

Essential Functions

• Partner with department and executive leaders to develop annual budgets and long‑term financial forecasts
• Lead monthly financial reporting, including analysis and redesign of departmental P&L statements
• Provide detailed variance analysis and explain performance drivers to business partners and leadership
• Conduct profitability and scenario analyses for new business opportunities, pricing strategies, and strategic initiatives
• Support company-wide financial planning processes by creating and maintaining forecasting models
• Analyze key performance indicators (KPIs) to identify trends, risks, and opportunities for improvement
• Deliver actionable insights through clear, data‑driven presentations and reports
• Participate in ad hoc projects and provide analytical support for strategic business decisions

Knowledge, Skills and Abilities Required

• Analytical Expertise: Strong ability to interpret and synthesize complex financial data into meaningful insights
• Financial Modeling: Advanced modeling and reporting skills, with the ability to simplify and visualize complex data sets
• Technical Proficiency: Expert in Microsoft Excel and PowerPoint. Experience in Tableau, Net Suite, and Snowflake not needed but preferred
• Strategic Thinking: Ability to influence business decisions and support both short- and long‑term financial planning
• Communication: Skilled at presenting financial information clearly to both financial and non‑financial stakeholders
• Detail‑Oriented: High degree of accuracy and consistency in reporting and analysis

Other Experience Required

• 4‑year degree in Accounting, Finance or Mathematics background, MBA plus
• Minimum three years experience working in corporate finance