Senior Financial Analyst - FP&A, Forecasting & Reporting

Turner-; Charlotte (NC); On-site; USD 80,000 - 110,000; Full time

Job summary

Turner & Townsend in Charlotte, NC is seeking a Senior Financial Analyst to support finance management, invoicing, period-end close, budgets and forecasts. You will maintain data integrity and provide detailed reporting in a collaborative, control-conscious environment.

The role requires 3+ years in financial analysis, solid accounting knowledge, ERP experience (D365, PeopleSoft, Ariba, OneStream), advanced Excel, and Power BI.

Qualifications

• Bachelor’s degree in Finance, Accounting, or a related field.
• 3+ years of relevant experience in financial analysis, accounting, or a related finance role.
• Solid understanding of accounting principles, revenue recognition, and financial controls.
• Experience with ERP systems (e.g., D365, Peoplesoft, Ariba, OneStream) is highly preferred.
• Analytical Execution: Strong ability to translate complex data into clear, actionable insights for the Finance Manager.
• Technical Proficiency: Advanced knowledge of Microsoft Excel is essential; proficiency in Power BI or data automation tools is a strong asset.
• Problem-Solving: Proactive mindset, with the ability to identify errors or inconsistencies and suggest effective solutions.
• Communication: Clear written and verbal communication skills, with the ability to build effective working relationships across operational teams.
• Organization: Proven ability to manage multiple competing deadlines within the monthly accounting cycle.
• Detail-Oriented: High level of accuracy in self-review and quality checks, ensuring the integrity of all models and reports.
• Collaborative Mindset: Dependable and flexible, with a willingness to support the team during peak workloads and critical business periods.

Responsibilities

• Execute day-to-day financial transactions, including calculating and raising client invoices and initiating vendor purchase orders.
• Prepare documentation for intercompany agreements and credit notes for review and approval by the Finance Manager.
• Assist with period-end closing activities, ensuring adherence to internal policies and financial controls.
• Perform cost allocations and data reconciliations to ensure accurate contract accounting.
• Prepare annual budgets and monthly re-forecasts, gathering input from operational stakeholders and validating data accuracy.
• Utilize Excel, Power BI, and other analytical tools to automate report generation and streamline forecasting processes.
• Support the Finance Manager in scenario modeling and long-range planning exercises.
• Maintain and update standardized financial and operational KPI dashboards to monitor delivery and ROI.
• Conduct detailed variance analysis, highlighting key performance drivers, risks, and opportunities for review by the Finance Manager.
• Respond to ad hoc information requests from management, ensuring data is accurate, timely, and clearly presented.
• Ensure rigorous attention to detail in all financial models and reports prior to final review.
• Collaborate with the Finance Manager to identify process improvements and internal control efficiencies.
• Interface with operational teams to collect financial data and explain performance expectations, serving as a primary point of contact for routine inquiries.

Skills

Analytical execution

Advanced Excel

Power BI

Communication

Attention to detail

Education

Bachelor’s degree in Finance, Accounting, or related field

Tools

D365

PeopleSoft

Ariba

OneStream

Job description

Turner & Townsend in Charlotte, NC is seeking a Senior Financial Analyst to support finance management, invoicing, period-end close, budgets and forecasts. You will maintain data integrity and provide detailed reporting in a collaborative, control-conscious environment.

The role requires 3+ years in financial analysis, solid accounting knowledge, ERP experience (D365, PeopleSoft, Ariba, OneStream), advanced Excel, and Power BI.