Senior Financial Analyst

Jobtailor; Charlotte (NC); On-site; USD 95,000 - 135,000; Full time

Job summary

Jobtailor is seeking an FP&A professional in Charlotte, NC with strong modeling and reporting skills. You will contribute to annual budgets, quarterly forecasts, and long-range plans, building robust models, and analyzing results against plans.

You will prepare executive-grade reports, support investor packages, and assist with potential M&A analysis. Candidates should have 4–7+ years of FP&A experience, proficiency in Excel and BI tools, and GAAP knowledge.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or related field (CPA, CFA, or MBA preferred)
• 4–7+ years of experience in FP&A, investment banking, consulting, or private equity-backed companies
• Strong financial modeling and advanced Excel skills (experience with BI tools preferred)
• Proven experience building executive-level reporting and presentations
• Familiarity with GAAP and financial statement analysis

Responsibilities

• Participate in annual budgeting, quarterly forecasting, and long-range planning processes
• Develop and maintain robust financial models, including scenario analysis and sensitivity testing
• Analyze monthly results versus budget/forecast, identifying key drivers of variances
• Provide clear, concise reporting packages with commentary for executive leadership and the Board
• Prepare monthly/quarterly investor reporting packages, including KPI dashboards and variance analyses
• Support lender reporting and covenant compliance monitoring
• Identify opportunities for margin expansion, cost optimization, and revenue growth
• Assist with M&A activities, including financial modeling, due diligence, and integration planning
• Develop complex financial models across revenue, cost drivers, and working capital

Skills

Advanced Excel

Financial Modeling

Executive Reporting

Education

Bachelor's degree in Finance/Accounting/Economics

CPA/CFA or MBA preferred

Tools

BI Tools

Job description

Responsibilities

• Participate in annual budgeting, quarterly forecasting, and long‑range planning processes
• Develop and maintain robust financial models, including scenario analysis and sensitivity testing
• Analyze monthly results versus budget/forecast, identifying key drivers of variances
• Provide clear, concise reporting packages with commentary for executive leadership and the Board
• Prepare monthly/quarterly investor reporting packages, including KPI dashboards and variance analyses
• Support lender reporting and covenant compliance monitoring
• Identify opportunities for margin expansion, cost optimization, and revenue growth
• Assist with M&A activities, including financial modeling, due diligence, and integration planning
• Develop complex financial models across revenue, cost drivers, and working capital

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related field (CPA, CFA, or MBA preferred)
• 4–7+ years of experience in FP&A, investment banking, consulting, or private equity‑backed companies
• Strong financial modeling and advanced Excel skills (experience with BI tools preferred)
• Proven experience building executive‑level reporting and presentations
• Familiarity with GAAP and financial statement analysis