Senior Expense Analyst

Oliver James; Charlotte (NC); Hybrid; USD 90,000 - 120,000; Full time

Job summary

Oliver James, based in Charlotte, NC, seeks a Senior Expense Analyst to join its Finance team on a hybrid basis. The role combines expense accounting, budgeting, forecasting and financial analysis, collaborating with senior stakeholders and functional leaders across the business.

The position demands strong budgeting, forecasting and variance analysis capabilities, plus excellent Excel skills and experience with Oracle. Leadership experience and CPA progress are a plus.

Qualifications

• Bachelor's degree in Accounting, Finance or related discipline.
• 3+ years' experience in accounting, expense management or FP&A.
• Strong understanding of US GAAP, accruals and expense allocations.
• Experience with budgeting, forecasting and variance analysis.
• Advanced Excel skills; Oracle experience preferred.
• Strong communication and analytical skills.
• Previous team leadership or mentoring experience.
• CPA qualification or progress towards one is a plus.

Responsibilities

• Lead annual budgeting, forecasting and financial planning activities.
• Analyse actual spend against budget and explain key variances.
• Maintain workforce and compensation budget models.
• Review vendor invoices, journal entries, accruals and prepayments.
• Prepare expense reporting, reconciliations and month-end entries.
• Support financial controls, audit requirements and process improvements.
• Supervise, mentor and develop junior Expense Analysts.

Skills

Budgeting

Forecasting

Variance analysis

Excel advanced

Communication

Leadership

CPA progress

Education

Bachelor's degree in Accounting/Finance or related

Tools

Excel

Oracle

Job description

An established financial services organisation is seeking a Senior Expense Analyst to join its Finance team.

This role offers a blend of expense accounting, budgeting, forecasting and financial analysis, working closely with senior stakeholders and functional leaders across the business.

Key Responsibilities

Senior Expense Analyst

Location: Charlotte NC

Hybrid

The Opportunity

An established financial services organisation is seeking a Senior Expense Analyst to join its Finance team.

This role offers a blend of expense accounting, budgeting, forecasting and financial analysis, working closely with senior stakeholders and functional leaders across the business.

Key Responsibilities

• Lead annual budgeting, forecasting and financial planning activities.
• Analyse actual spend against budget and explain key variances.
• Maintain workforce and compensation budget models.
• Review vendor invoices, journal entries, accruals and prepayments.
• Prepare expense reporting, reconciliations and month-end entries.
• Support financial controls, audit requirements and process improvements.
• Supervise, mentor and develop junior Expense Analysts.

Requirements

• Bachelor's degree in Accounting, Finance or related discipline.
• 3+ years' experience in accounting, expense management or FP&A.
• Strong understanding of US GAAP, accruals and expense allocations.
• Experience with budgeting, forecasting and variance analysis.
• Advanced Excel skills; Oracle experience preferred.
• Strong communication and analytical skills.
• Previous team leadership or mentoring experience.
• CPA qualification or progress towards one is a plus.