Senior Financial Analyst

Carolina Professional Recruiting Group; Charlotte (NC); On-site; USD 85,000 - 110,000; Full time

Job summary

Carolina PRG partners with a rapidly growing organization to identify a Senior Financial Analyst for its Corporate FP&A team. The role offers broad visibility across Finance, Accounting, HR, IT and other corporate functions, with leadership exposure and ownership of key financial processes.

The Senior Financial Analyst will own planning, forecasting, and reporting, and will interact with senior leaders to discuss performance and business drivers.

Qualifications

• Bachelor's degree in Accounting, Finance, Economics, or a related field.
• Approximately 2–5+ years of experience in accounting, FP&A, or corporate finance.
• Strong understanding of the three financial statements and advanced Excel skills.
• Power BI experience is strongly preferred.

Responsibilities

• Own key components of corporate financial planning, forecasting, and reporting.
• Prepare and analyze monthly financial results, including budget vs. forecast vs. prior periods.
• Understand business drivers and explain variances clearly.
• Lead monthly financial reviews with senior leadership and executives.
• Partner with functional leaders to develop budgets, forecasts, and projections.
• Monitor corporate expenses, headcount, and major spending categories.
• Support cash flow forecasting and working capital analysis.
• Collaborate with Accounting on monthly close and reporting.

Skills

Advanced Excel

Financial analysis

Forecasting

Education

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

Tools

Power BI

Job description

Carolina PRG is partnering with a rapidly growing organization to identify a Senior Financial Analyst for a highly visible role within its Corporate FP&A team. This is an excellent opportunity for someone who has built a strong foundation in accounting and/or financial analysis and is ready to take on broader responsibility and regular exposure to senior leadership.

This is a lean, fast‑paced finance organization where team members are expected to roll up their sleeves, take ownership, and operate as true business partners. The Senior Financial Analyst will have broad visibility across the organization and will work directly with leaders in Finance, Accounting, HR, IT, and other corporate functions.

What You'll Do

• Own key components of corporate financial planning, forecasting, and reporting.
• Prepare and analyze monthly financial results, including performance against budget, forecast, and prior periods.
• Develop a strong understanding of business drivers and clearly articulate the reasons behind financial variances.
• Participate in monthly financial reviews with senior and executive leadership, presenting results, explaining assumptions, and helping drive productive conversations around business performance.
• Partner directly with functional leaders to develop budgets, forecasts, and financial projections.
• Manage and monitor corporate expenses, headcount, and other key spending categories.
• Support short- and long‑term cash flow forecasting and working capital analysis.
• Work closely with Accounting throughout the monthly close and reporting process.
• Manage multiple analytical workstreams simultaneously using tools such as Excel and Power BI.
• Support annual planning, rolling forecasts, process improvements, and ad hoc financial analysis.
• Provide financial insight that helps leaders understand both current performance and the potential impact of future business decisions.

What We're Looking For

• Bachelor's degree in Accounting, Finance, Economics, or a related field.
• Approximately 2–5+ years of relevant experience in accounting, FP&A, corporate finance, or a similar analytical role.
• A strong accounting foundation is highly valued, particularly for someone who began their career in accounting and subsequently transitioned into FP&A or corporate finance.
• Strong understanding of the three financial statements and how they work together.
• Advanced Excel skills and experience working with large and complex financial data sets.
• Power BI experience is strongly preferred.
• Ability to understand financial results beyond the numbers and identify the underlying business drivers.
• Strong communication skills and the confidence to present financial information to senior leaders.
• Ability to defend assumptions, answer questions thoughtfully, and lead conversations around financial performance.
• Comfortable managing multiple priorities in an environment that is fast‑moving and continually evolving.
• Self-motivated, intellectually curious, and willing to take ownership without requiring significant direction.

Executive Presence Is Important

This position will have significantly more leadership exposure than a typical Senior Financial Analyst role. The successful candidate must be comfortable interacting directly with executives and functional leaders and be able to communicate financial information in a clear, concise, and credible manner.

We're looking for someone who can move beyond simply preparing the analysis to owning the analysis—understanding the assumptions, anticipating questions, explaining variances, and confidently participating in conversations about business performance.

Why Consider This Opportunity?

Broad exposure. Rather than owning one narrow area of FP&A, this individual will gain visibility across corporate functions and the broader organization.

Executive interaction. The role provides regular exposure to senior leadership and the opportunity to develop executive‑level communication and business‑partnering skills.

Career growth. As the organization continues to grow and team members advance, this person will have opportunities to take on increasing responsibility within Corporate Finance or potentially move into a more operationally focused finance role.

Opportunity to learn. The environment is lean and fast‑paced, which means there will be times when priorities shift and multiple projects need attention simultaneously. For someone who enjoys being challenged, that also creates significant exposure and the opportunity to develop quickly.

Growing organization. This is an opportunity to join a business experiencing significant growth and gain experience in a sophisticated, performance‑driven finance environment.