Senior Financial Analyst

Connect Search, LLC; Charlotte (NC); On-site; USD 85,000 - 120,000; Full time

Job summary

Connect Search, LLC is seeking a Senior Financial Analyst – FP&A to support enterprise-wide planning, reporting, and strategic analysis within the corporate finance team. You will partner across functions to deliver insights and guide performance for decision-making.

The role offers high visibility and opportunities to influence budgeting, forecasting, and executive reporting in a PE-backed environment.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics or related field.

Responsibilities

• Lead budgeting, forecasting, and long-range financial planning efforts.
• Perform financial performance analysis including variance analysis and trend analysis.
• Build and maintain financial models (P&L, balance sheet, cash flow).
• Prepare monthly reporting packages and dashboards for senior leadership.
• Collaborate with G&A to provide strategic financial support and analysis.
• Assist with board materials and lender reporting.
• Improve data accuracy and financial workflows with Accounting.

Skills

Financial modeling

Forecasting

Variance analysis

Excel advanced

Cross-functional communication

Data storytelling

Strategic thinking

Education

Bachelor's degree in Finance/Accounting/Economics

MBA or relevant advanced degree (plus)”

Tools

ERP systems

Financial reporting tools

Job description

A growing, PE-backed organization is seeking a Senior Financial Analyst – FP&A to join its corporate finance team. This high-visibility role supports enterprise-wide financial planning, reporting, and strategic analysis. You’ll collaborate across business functions to deliver actionable insights and play a critical role in guiding performance and decision-making.

This is a great fit for a motivated finance professional looking to broaden their impact and take the next step in their FP&A career.

What You’ll Do

As a key member of the FP&A team, you’ll partner with departments across the company to support budgeting, forecasting, performance analysis, and executive reporting.

Core Responsibilities:

• Lead aspects of the annual budget, rolling forecasts, and long-range financial planning in coordination with business and finance leadership
• Conduct financial performance analysis, including budget vs. actual, forecast variance, and historical trend analysis
• Build and maintain comprehensive financial models, including P&L, balance sheet, and cash flow
• Prepare monthly reporting packages and dashboards for senior leadership and stakeholders
• Work closely with G&A functions (e.g., HR, Finance, Sales, Real Estate) to provide strategic financial support and analysis
• Assist with board materials, lender reporting, and other executive-level financial deliverables
• Partner with Accounting to improve data accuracy, system processes, and financial workflows

What You Bring

• Bachelor’s degree in Finance, Accounting, Economics, or a related field; MBA or relevant advanced degree is a plus
• 3–5 years of experience in FP&A, corporate finance, or a related analytical role
• Strong understanding of financial statements, budgeting, forecasting, and variance analysis
• Advanced Excel skills and experience with financial modeling; ERP/reporting tool experience a plus
• Excellent analytical and problem-solving ability with attention to detail
• Strong communication skills, with the ability to present financial information to both finance and non-finance teams
• Self-motivated and adaptable; able to thrive in a fast-paced, changing environment
• Collaborative mindset with proven ability to partner across business functions

Why This Role Stands Out

• High-impact role with visibility to senior leadership
• Exposure to board-level and investor reporting
• Opportunity to build models, improve processes, and contribute to strategic planning
• PE-backed company with momentum, investment, and room to grow
• Collaborative culture that values initiative, insight, and continuous improvement