Senior Financial Analyst

Sherpa | Recruiting, Staffing & Consulting; Charlotte (NC); Hybrid; USD 70,000 - 110,000; Full time

Job summary

An established industry player is seeking a Senior Financial Analyst to enhance financial processes and drive strategic initiatives. In this pivotal role, you'll manage financial reporting and compliance while leveraging data-driven insights to optimize operations. Your expertise will be crucial in supporting M&A activities and presenting recommendations to leadership. This dynamic position offers the chance to work on high-impact projects in a hybrid environment, making your contributions vital to the organization's success. If you are passionate about finance and eager to make a difference, this opportunity is perfect for you.

Qualifications

• 4-6 years of experience in financial analysis and accounting.
• Strong knowledge of accounting principles and financial reporting.

Responsibilities

• Drive financial reporting and compliance for Capital Assets and Cash Controls.
• Lead cross-functional projects and present insights to senior leadership.

Skills

Financial Reporting

Data Analysis

Strategic Thinking

Problem-Solving

Communication

Education

Bachelor's degree in Accounting or Finance

MBA or CPA

Tools

Excel

Power BI

ERP Systems (SAP preferred)

Microsoft Power Platform

Job description

Added - 03/06/25 Senior Financial Analyst Accounting/Finance Charlotte, North Carolina | Direct Hire

As a Senior Financial Analyst – Capital Assets, you’ll play a critical role in optimizing financial processes, ensuring compliance, and driving key initiatives across our Capital Assets, Cash Compliance & Controls, and Financial Reporting teams. This is more than just a numbers role—you’ll have visibility across the organization, work on high-impact projects, and contribute to strategic decision-making.

Key Responsibilities:

Financial & Accounting Excellence

• Drive financial reporting and compliance for Capital Assets, Cash Controls, and Financial Reporting teams.
• Manage monthly accounting processes, including close activities, reconciliations, and financial analysis.
• Review and enhance financial processes to improve accuracy and efficiency.

Strategic Projects & Process Optimization

• Leverage data-driven insights and methodologies like DMAIC and LEAN to enhance financial operations.
• Utilize Excel, Power BI, Power Queries, and other tools to streamline workflows.
• Lead multiple cross-functional projects, ensuring successful execution and measurable outcomes.
• Present insights and recommendations to senior leadership, influencing strategic decisions.

Mergers & Acquisitions (M&A) Support

• Conduct financial due diligence, analysis, and integration activities for M&A transactions.
• Ensure seamless alignment of financial processes during acquisitions.
• Provide executive-level reporting and support decision-making for leadership teams.

Technical Expertise

• Strong knowledge of accounting principles, capital assets, leases, and cash management.
• Expertise in financial reporting, ERP systems (SAP experience preferred), and IFRS/US GAAP.
• Proficiency in Excel, Microsoft Power Platform, and data visualization tools.

Leadership & Problem-Solving Skills

• Ability to drive change in a fast-paced, evolving environment.
• Strong analytical, strategic thinking, and problem-solving capabilities.
• Exceptional communication and collaboration skills—comfortable working with stakeholders at all levels.
• High ethical standards and a commitment to continuous improvement.

Requirements

• Bachelor's degree in accounting or finance
• 4-6 years of experience
• MBA, CPA or previous M&A experience is a plus

Additional Job Details

Workplace Policy: #li-Hybrid

Seniority Level: Mid-Senior Level

About our Process

• We will notify you if you are selected as a candidate for this role. If not, but you fit our specializations, we'll consider you for future openings.
• Candidates for all Sherpa opportunities must be authorized to work in the United States.
• Sherpa is an Equal Opportunity Employer.