Senior Financial Analyst

Sherpa | Recruiting, Staffing & Consulting; Charlotte (NC); On-site; USD 90,000 - 110,000; Full time

Job summary

Sherpa | Recruiting, Staffing & Consulting is seeking a Senior Financial Analyst to join the FP&A team in the Charlotte, NC area. This role partners with Operations and executive leadership to influence profitability, performance, and long-term strategy.

The position focuses on planning, forecasting, modeling, and strategic finance, with quarterly variance analyses, ROI assessments, and cross-functional collaboration across manufacturing and corporate functions.

Qualifications

• 3–6 years FP&A or related analytical experience.
• Strong financial modeling, forecasting, and analytical skills.
• Advanced Excel proficiency.
• Ability to translate complex financial data into meaningful business recommendations.
• Excellent communication and presentation skills.

Responsibilities

• Partner with Operations and functional leaders to provide financial guidance and decision support.
• Analyze financial and operational performance, identify key business drivers, and communicate actionable insights.
• Evaluate profitability, productivity, labor, material costs, and operational KPIs.
• Support the annual budget, monthly forecasting, and long-range planning processes.
• Develop financial models and scenario analyses to support strategic initiatives.
• Perform variance analysis and present recommendations to leadership.
• Build business cases and ROI analyses for capital investments and growth initiatives.
• Support pricing strategies, cost reduction efforts, and operational improvement projects.
• Identify financial risks and opportunities while helping leadership make informed decisions.
• Prepare executive-level reporting, dashboards, and financial presentations.
• Improve reporting processes through automation and enhanced data analytics.
• Partner with Accounting to ensure accurate financial reporting and forecast integrity.

Skills

Advanced Excel

Financial modeling

Forecasting

Data storytelling

Education

Bachelor's degree

Tools

SAP

Oracle

Hyperion

OneStream

Adaptive Planning

Job description

Job Overview – Senior Financial Analyst – 34357

This is an 3 day in / 2 day out role in the Charlotte, NC area. Our client is not offering relocation assistance at this time.

Compensation: To $110K, plus bonus.

Join a global manufacturing leader that’s investing in its Finance organization and looking to add a Senior Financial Analyst to its high-performing FP&A team. This is an excellent opportunity for someone who enjoys partnering with the business, solving complex problems, and influencing strategic decisions—not just reporting the numbers.

In this highly visible role, you’ll work closely with Operations, executive leadership, and cross-functional teams to provide financial insights that drive profitability, operational performance, and long-term business strategy. You’ll gain broad exposure across the organization while building a clear path for future career growth.

What You’ll Be Doing

Business Partnership & Financial Analysis

• Partner with Operations and functional leaders to provide financial guidance and decision support.
• Analyze financial and operational performance, identify key business drivers, and communicate actionable insights.
• Evaluate profitability, productivity, labor, material costs, and operational KPIs.

Planning, Forecasting & Modeling

• Support the annual budget, monthly forecasting, and long-range planning processes.
• Develop financial models and scenario analyses to support strategic initiatives.
• Perform variance analysis and present recommendations to leadership.

Strategic Finance

• Build business cases and ROI analyses for capital investments and growth initiatives.
• Support pricing strategies, cost reduction efforts, and operational improvement projects.
• Identify financial risks and opportunities while helping leadership make informed decisions.

Reporting & Process Improvement

• Prepare executive-level reporting, dashboards, and financial presentations.
• Support consolidated reporting across multiple business units.
• Improve reporting processes through automation and enhanced data analytics.
• Partner closely with Accounting to ensure accurate financial reporting and forecast integrity.

What We’re Looking For

• Bachelor's degree in Finance, Accounting, Economics, or a related field
• 3–6 years of FP&A, Corporate Finance, Operations Finance, or related analytical experience
• Strong financial modeling, forecasting, and analytical skills
• Advanced Excel proficiency
• Ability to translate complex financial data into meaningful business recommendations
• Excellent communication and presentation skills with the ability to influence business partners
• Self-motivated professional who thrives in a collaborative, fast-paced environment

Preferred Qualifications

• Manufacturing, industrial, or multi-site operations experience
• Capital investment analysis and ROI modeling
• Operational KPI reporting and business performance analysis
• Experience supporting global or multi-business unit organizations
• ERP and financial planning systems experience (SAP, Oracle, Hyperion, OneStream, Adaptive Planning, or similar)

Why This Opportunity?

• Join a stable, global manufacturing organization with continued growth.
• Partner directly with executive leadership and operational leaders.
• Make a measurable impact on strategic and operational business decisions.
• Work within a collaborative, high-performing FP&A team.
• Gain exposure to capital planning, manufacturing operations, and enterprise-wide financial strategy.
• Enjoy strong career advancement opportunities within a world-class finance organization.

If you're looking for an FP&A role where your analysis influences strategy, drives operational performance,

Additional Job Details

Seniority Level: Associate

About Our Process

• Non-Local Candidates: Please note that you are competing with local candidates who don’t require relocation expenses and can start quickly, so let us know if you have plans to move to the area soon.
• Candidates for all Sherpa opportunities must be authorized to work in the United States.
• Sherpa is an Equal Opportunity Employer.