Senior Financial Analyst

Sherpa | Recruiting, Staffing & Consulting; Charlotte (NC); On-site; USD 95,000 - 116,000; Full time

Job summary

Sherpa | Recruiting, Staffing & Consulting in Charlotte, NC seeks a Senior Financial Analyst to join a newly-established team handling financial reporting, forecasting, and analysis. You will work with large data sets to assess annual rates and cost allocations, guiding business sectors on financial impact and strategic decisions.

Ideal candidates bring 3+ years in financial analysis, strong Excel skills, and ability to build relationships across finance and operations. Power BI is preferred.

Qualifications

• Bachelor's degree in Finance, Accounting, Business, or related field.
• 3+ years of financial analysis, FP&A, accounting, or related experience.
• Strong analytical skills with experience working with large data sets.
• Advanced Excel skills and proficiency with Microsoft Office.
• Strong communication, presentation, and relationship-building skills.
• Power BI experience strongly preferred; SQL and accounting experience are a plus.

Responsibilities

• Develop and maintain budgets, forecasts, and reporting related to corporate support costs and annual rates.
• Analyze large data sets to identify trends, financial risks, opportunities, and key business drivers.
• Evaluate annual rates and cost allocations to determine appropriate charges to business sectors.
• Partner with finance teams and internal stakeholders to provide financial analysis, answer questions, and communicate recommendations.
• Support contract compliance by analyzing contract terms, rate escalations, and financial obligations.
• Build and improve reporting, dashboards, and processes to increase efficiency, accuracy, and visibility into financial results.
• Help establish processes and reporting structure for the new team while supporting special projects and strategic initiatives.

Skills

Analytical thinking

Communication

Presentation skills

Relationship building

Education

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

Tools

Excel

Power BI

SQL

Job description

Job Overview – Senior Financial Analyst – 34477

Our client is seeking a Senior Financial Analyst to join a newly-established team supporting financial reporting, forecasting, and analysis across the organization. This role will work extensively with financial data, analyzing annual rates and corporate support costs to help business sectors understand financial impacts and make informed decisions. The ideal candidate is an analytical, personable professional who enjoys working with data, building relationships, and helping develop processes and structure within a growing team.

Compensation

$105,000

Job Responsibilities

• Develop and maintain budgets, forecasts, and reporting related to corporate support costs and annual rates.
• Analyze large data sets to identify trends, financial risks, opportunities, and key business drivers.
• Evaluate annual rates and cost allocations to determine appropriate charges to business sectors.
• Partner with finance teams and internal stakeholders to provide financial analysis, answer questions, and communicate recommendations.
• Support contract compliance by analyzing contract terms, rate escalations, and financial obligations.
• Build and improve reporting, dashboards, and processes to increase efficiency, accuracy, and visibility into financial results.
• Help establish processes and reporting structure for the new team while supporting special projects and strategic initiatives.

Requirements

• Bachelor's degree in Finance, Accounting, Business, or related field.
• 3+ years of financial analysis, FP&A, accounting, or related experience.
• Strong analytical skills with experience working with large data sets.
• Advanced Excel skills and proficiency with Microsoft Office.
• Strong communication, presentation, and relationship-building skills.
• Power BI experience strongly preferred; SQL and accounting experience are a plus.

Additional Job Details

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, and encourage you to apply for other Sherpa roles you're qualified for/interested in.
• 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.