Senior Financial Analyst

Confidential Careers; Charlotte (NC); Hybrid; USD 100,000 - 130,000; Full time

Job summary

Confidential Careers in Charlotte, NC is seeking a Senior Financial Analyst to join the Commercial Finance team, partnering with Sales, Marketing, Pricing, Strategy and business leadership.

The role focuses on FP&A, financial modeling, forecasting, scenario analysis, and delivering data-driven insights to drive profitable growth and better commercial decisions. This hybrid role offers exposure across functions and potential internal mobility.

Qualifications

• Approximately 4-7 years of experience in commercial finance, FP&A, or related analytical roles.
• Strong financial modeling skills and ability to build models from scratch.
• Comfort with forecasting, scenario modeling, and planning processes.

Responsibilities

• Partner with Sales, Marketing, Pricing, Strategy, and leadership to evaluate performance and support decisions.
• Build and maintain financial models to evaluate growth, pricing, customer economics, and new initiatives.
• Develop scenario models and what-if analyses to inform leadership on outcomes and risks.
• Support forecasting of revenue, gross margin, profitability across segments and channels.
• Analyze price, volume, mix, and other drivers to explain performance and identify opportunities.
• Prepare monthly/quarterly reporting with insights and actionable recommendations.

Skills

Financial modeling

Forecasting

Scenario analysis

Excel

Power BI

Communication

Education

Bachelor's degree in Finance, Accounting, Economics, or related field

Tools

OneStream

Adaptive Insights

Anaplan

Power BI

Job description

Senior Financial Analyst – Commercial Finance / FP&A – Sales & Marketing Finance – Fast track to Manager based on performance

• Location: Hybrid – Charlotte, NC
• Excellent benefits detailed below
• Strong financial modeling experience is highly valued

About the Role

We’re hiring a Senior Financial Analyst to join the Commercial Finance team, partnering closely with Sales, Marketing, Pricing, Strategy, and business leadership to help drive profitable growth and better commercial decision-making.

This is a high-impact FP&A and strategic finance role focused on understanding the financial drivers behind revenue, profitability, customers, products, markets, pricing, and growth investments.

You’ll act as a key financial business partner to commercial leaders, using financial modeling, forecasting, scenario analysis, and data-driven insights to evaluate opportunities and help leadership make better decisions.

The role could be a particularly strong fit for someone coming from:

• Traditional commercial finance, sales finance, marketing finance, strategic finance, or FP&A
• Transaction Advisory Services (TAS)
• M&A or Corporate Development
• Valuation or financial due diligence
• Management consulting or finance consulting
• Public accounting with strong analytical or advisory experience

You do not necessarily need previous commercial finance experience if you have strong financial modeling skills, understand financial statements, can analyze complex business questions, and are interested in moving closer to the business.

Another great aspect of the company is the ability to move internally over time. Finance professionals have opportunities to gain exposure across commercial finance, corporate FP&A, strategic finance, pricing, operations finance, and potentially transition directly into the business.

What You’ll Do

• Partner closely with Sales, Marketing, Pricing, Strategy, and business leadership to evaluate performance and support strategic commercial decisions.
• Build and maintain financial models to evaluate growth opportunities, pricing decisions, customer economics, new products, investments, and strategic initiatives.
• Develop scenario models, sensitivity analyses, and “what-if” analyses to help leadership understand financial outcomes and potential risks.
• Support revenue, gross margin, and profitability forecasting across customers, products, channels, markets, and business segments.
• Analyze price, volume, mix (PVM) and other revenue drivers to explain business performance and identify opportunities for profitable growth.
• Evaluate customer, product, channel, and market profitability to help determine where the business should invest resources.
• Analyze sales performance, revenue trends, margins, pipeline, customer activity, and other commercial KPIs.
• Partner with Sales leadership on forecasting, territory performance, customer opportunities, and commercial planning.
• Support pricing strategy and evaluate the financial impact of pricing actions, discounts, promotions, rebates, and other commercial programs.
• Partner with Marketing to evaluate spending, campaign effectiveness, customer acquisition initiatives, product launches, and return on marketing investments.
• Develop business cases and ROI analyses for new products, market expansion, customer opportunities, strategic investments, and other growth initiatives.
• Help evaluate potential deals, contracts, and commercial opportunities through financial modeling and profitability analysis.
• Prepare monthly and quarterly reporting packages with performance commentary, key trends, and actionable business insights.
• Own portions of the Annual Operating Plan (AOP), forecasting process, and long-range planning process for commercial functions.
• Analyze actual performance against budget, forecast, and prior-year results and explain key business drivers.
• Translate complex financial information into clear recommendations for non-finance business partners and senior leadership.
• Collaborate cross-functionally with Accounting, Corporate FP&A, Operations Finance, Sales, Marketing, Pricing, and Strategy.
• Support strategic projects and ad hoc analyses for senior finance and commercial leadership.
• Drive continuous improvement in financial reporting, dashboarding, forecasting, and commercial analytics.
• Leverage financial systems and analytical tools such as Excel, Power BI, OneStream, Adaptive Insights, Anaplan, or similar platforms.
• Automate manual processes and continuously improve financial models, reporting tools, and analytical frameworks.

What We’re Looking For

• Approximately 4-7 years of relevant experience in commercial finance, FP&A, strategic finance, sales finance, marketing finance, consulting, transaction advisory, deal advisory, M&A, valuation, financial due diligence, or similar analytical roles.
• Strong financial modeling skills are important. You should be comfortable building models from the ground up, evaluating multiple assumptions, and using analysis to support business decisions.
• Open to someone coming from consulting, Transaction Advisory Services, Deal Advisory, M&A, valuation, financial due diligence, or public accounting who wants to transition into industry.
• Traditional commercial finance or FP&A experience is also highly valued.
• Strong understanding of financial statements, business drivers, revenue, profitability, and financial analysis.
• Ability to analyze large amounts of information and identify the key insights leadership needs to make decisions.
• Experience with business cases, scenario modeling, forecasting, profitability analysis, valuation, deal modeling, or strategic financial analysis is highly desirable.
• Advanced Excel skills and experience working with financial models.
• Familiarity with Power BI, ERP systems, planning platforms, or other analytical tools is helpful.
• Strong communication skills with the ability to explain financial concepts to Sales, Marketing, and other non-finance business partners.
• Proactive, collaborative, business-minded, and comfortable asking questions.
• Bachelor’s degree in Finance, Accounting, Economics, or related field. MBA, MAcc, CPA, CFA, or CMA is a plus but not required.
• Experience in manufacturing, CPG, consumer products, industrial products, distribution, or another tangible-product environment is helpful but not required.
• Someone with a high degree of intellectual curiosity who wants to understand how the business actually makes money and what drives profitable growth.

Why This Role?

• Strategic Impact – Help influence revenue growth, profitability, pricing, customer strategy, and commercial investment decisions.
• Financial Modeling – Build models and business cases used to evaluate important strategic and commercial opportunities.
• Business Exposure – Work directly with Sales, Marketing, Pricing, Strategy, Finance, and senior leadership.
• Career Growth – Excellent opportunity to develop toward senior roles in commercial finance, strategic finance, FP&A, pricing, or business leadership.
• Great Transition Role – Strong opportunity for someone coming from consulting, transaction advisory, Deal Advisory, M&A, or public accounting who wants to move into corporate finance.
• Internal Mobility – Opportunity to rotate into other areas of finance or potentially move directly into the business as your career develops.
• Culture – Sharp, collaborative, high-performing team with strong exposure across the organization.
• Flexibility – Hybrid schedule with 2 days onsite each week.
• Target base salary of $100,000 - $130,000, depending on experience. If you are close but need a little more, let’s talk.
• Hybrid schedule – 2 days in the office
• Excellent comprehensive benefits including Medical, Dental, Vision, Life Insurance, and more
• 10+ paid holidays
• 6% 401(k) match

Location

Downtown Charlotte, NC

Candidates must currently reside in the Greater Charlotte metro area or be planning to relocate. This is a hybrid position requiring approximately two days per week in the office and is not eligible for fully remote work.

This position is not eligible for sponsorship. U.S. Citizenship or Green Card is required.