Senior Financial Analyst

TalentBridge; Charlotte (NC); On-site; USD 90,000 - 125,000; Full time

Job summary

TalentBridge is seeking a Senior FP&A Analyst to lead planning and analytics for a private equity-backed industrial manufacturer in Charlotte. You will partner with finance leadership and operations to build budgets, forecasts, and influential management reports.

The ideal candidate has 5–7+ years in FP&A, strong financial modeling, advanced Excel, and experience with ERP/BI tools. You will translate complex data into actionable recommendations and support strategic growth initiatives.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business, or related discipline.
• 5-7+ years of FP&A, corporate finance, financial analysis, or related function.
• Strong financial modeling, budgeting, forecasting, and variance analysis capabilities.
• Advanced Microsoft Excel skills and experience with financial reporting, ERP, and BI platforms.
• Ability to analyze large data sets and translate findings into business insights.

Responsibilities

• Lead and support annual budgeting, forecasting, and long-range planning across assigned units and functions.
• Develop and maintain detailed financial models, forecasts, and scenario analyses.
• Analyze monthly financial performance including revenue, gross margin, and operating expenses.
• Perform budget-to-actual and forecast-to-actual variance analysis and communicate insights to leadership.
• Partner with operations, sales, and supply chain to understand performance trends and opportunities.
• Develop management reporting, KPI dashboards, and executive-level presentations.
• Support profitability analysis across customers, products, and manufacturing locations.
• Evaluate operational metrics including volume, pricing, labor, and material costs.
• Assist with cash flow forecasting, working capital analysis, and capex planning.
• Support diligence, integrations, and financial transformation initiatives as needed.
• Identify opportunities to improve FP&A processes and forecasting accuracy.

Skills

Financial modeling

Budgeting

Forecasting

Variance analysis

Excel proficiency

ERP/BI systems

Education

Bachelor's degree in Finance/Accounting

5-7+ years FP&A experience

Tools

Excel

ERP systems

BI tools

Financial reporting software

Job description

Position Overview

A growing, private equity-backed industrial manufacturing organization is seeking a Senior Financial Analyst - FP&A to join its finance team. This is a highly visible role that will partner closely with finance leadership and operational stakeholders to provide financial analysis, forecasting, budgeting, and decision support across the business.

The ideal candidate brings 5-7+ years of progressive financial planning and analysis experience, with a strong understanding of business drivers, financial modeling, and operational performance. Experience within manufacturing, industrial, or private equity-backed environments is highly preferred.

This position is well suited for an analytical, commercially minded finance professional who enjoys working beyond the numbers, partnering with the business, and translating financial and operational data into actionable insights.

Key Responsibilities

• Lead and support annual budgeting, forecasting, and long-range planning processes across assigned business units and functional areas.
• Develop and maintain detailed financial models, forecasts, and scenario analyses to support strategic and operational decision-making.
• Analyze monthly financial performance, including revenue, gross margin, operating expenses, EBITDA, and key operational drivers.
• Perform budget-to-actual and forecast-to-actual variance analysis, identifying underlying business drivers and communicating meaningful insights to leadership.
• Partner with operations, sales, supply chain, and other functional leaders to understand performance trends, risks, and opportunities.
• Develop management reporting, KPI dashboards, and executive-level financial presentations.
• Support profitability analysis across customers, products, business units, and/or manufacturing locations.
• Evaluate operational and manufacturing metrics, including volume, pricing, labor, material costs, productivity, and margin performance.
• Assist with cash flow forecasting, working capital analysis, capital expenditure planning, and other key financial initiatives.
• Support financial diligence, integration activities, and ad hoc analysis related to acquisitions and strategic growth initiatives as needed.
• Identify opportunities to improve FP&A processes, reporting capabilities, forecasting accuracy, and overall financial visibility.
• Serve as a trusted financial partner to business leaders by translating complex financial information into clear recommendations and actionable insights.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business, or a related discipline.
• 5-7+ years of progressive experience in FP&A, corporate finance, financial analysis, or a related function.
• Strong financial modeling, budgeting, forecasting, and variance analysis capabilities.
• Advanced Microsoft Excel skills and experience working with financial reporting, ERP, and/or business intelligence platforms.
• Ability to analyze large and complex data sets and translate findings into meaningful business insights.
• Strong communication and presentation skills with the ability to effectively partner with both finance and operational leadership.
• Demonstrated ability to operate successfully in a fast-paced, growth-oriented environment.

Preferred Experience

• Manufacturing or industrial sector experience, with exposure to operational and plant-level financial drivers.
• Experience within a private equity-backed organization or other performance-driven environment.
• Understanding of EBITDA, working capital, cash flow, margin improvement, and value-creation initiatives.
• Experience supporting multi-site or multi-business-unit organizations.
• Exposure to M&A, acquisition integration, or financial transformation initiatives.