Senior Expense Analyst

Oliver James; Florida; Hybrid; USD 90,000 - 130,000; Full time

Job summary

Oliver James Group in Charlotte, NC, is seeking a Senior Expense Analyst to join its Finance team. This hybrid role blends expense accounting, budgeting, forecasting and financial analysis, working closely with senior stakeholders across the business.

You will lead annual budgeting cycles, analyze variances against plans, maintain workforce and compensation budget models, and support controls, audits and process improvements while mentoring junior analysts.

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 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

US GAAP

Variance analysis

Financial analysis

Budgeting

Forecasting

Advanced Excel

Team leadership

Cross-functional collaboration

Education

Bachelor's degree in Accounting, Finance or related discipline

Tools

Oracle

Job description

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.