Senior Financial Analyst | FP&A / Operational Finance

CRG Search; Fort Mill (SC); Hybrid; USD 90,000 - 120,000; Full time

Job summary

CRG Search is seeking a Senior Financial Analyst to partner with operational leadership, focusing on forecasting, budgeting, and strategic decision support in a $1B+ division. This role offers high visibility with VPs and senior leaders and emphasizes collaboration and business partnering.

The position is based in Fort Mill, SC with hybrid flexibility (4 days onsite, 1 day remote), driving monthly forecasting, reviews, and modeling for critical initiatives and performance improvements.

Qualifications

• Bachelor’s degree in Accounting, Finance, Economics, or related field.
• 2–5 years of experience in Finance, FP&A, Audit, or related analytical role.
• Strong understanding of financial statements and analysis.
• Strong analytical and financial modeling capabilities.
• Experience with Oracle/Hyperion, IBM Cognos, or similar systems.
• Ability to communicate findings clearly to finance and operations leaders.
• Detail-oriented, proactive, and curious with problem-solving skills.
• Willingness to travel 2–4x per year.

Responsibilities

• Serve as the primary Finance business partner for branches and district managers.
• Partner on financial analysis and strategic requests from senior leadership.
• Lead the monthly market-level forecasting process with multiple scenarios.
• Conduct monthly financial reviews with Operations, analyzing performance, forecasts, trends, risks, and opportunities.
• Translate financial data into clear, actionable insights for operational leaders.
• Support the annual bottom-up budgeting and planning process.
• Perform financial modeling and ad hoc analyses on key initiatives (new locations, fleet mix, investments).
• Support month-end activities and journal entries.
• Establish and audit quarterly and annual field incentive compensation.
• Leverage enterprise reporting systems to develop models and identify trends.

Skills

Financial analysis

Financial modeling

Forecasting

Business partnering

Communication

Presentation skills

Problem solving

Education

Bachelor’s degree in Accounting/Finance/Economics

Tools

Oracle/Hyperion

IBM Cognos

Job description

Our large, publicly traded equipment services client is seeking a Senior Financial Analyst to serve as a finance business partner to operational leadership and support a $1B+ division. This is a highly visible role with exposure to VPs and senior leaders, focused on forecasting, financial analysis, budgeting, and strategic decision support. The Senior Financial Analyst will partner with the Finance Manager to provide meaningful financial insights that support business performance and strategic decision-making. The role offers a strong mix of forecasting, financial analysis, budgeting, operational finance, and business partnering, making it an excellent opportunity for someone looking to build broader FP&A experience and work closer to the business. The team also offers an incredibly collaborative environment, a strong team-oriented culture, and excellent opportunities for continued growth and career development!

Location: Fort Mill, SC (only 10 minutes from Charlotte, NC)

Hybrid Flexibility: 4 days onsite/ 1 day remote

Key Responsibilities

• Serve as the primary Finance business partner for Branch and District Managers, with regular exposure to field and senior operational leadership.
• Partner with the Finance Manager on financial analysis and strategic requests from senior leadership.
• Lead the monthly market-level forecasting process, including multiple forecasting scenarios and analysis of key business drivers.
• Conduct monthly financial reviews with Operations, analyzing prior-month performance, current forecasts, trends, risks, opportunities, and areas for improvement.
• Translate financial data into clear, actionable insights that help operational leaders make informed business decisions.
• Support the annual bottom-up budgeting and planning process.
• Perform financial modeling and ad hoc analysis around key business initiatives, including:
• New location/Greenfield investments
• Rental fleet mix and financial impact
• New facility investments
• Leasehold impacts
• Support month-end activities, including journal entry requests and inter- and intra-branch income statement reclassifications.
• Establish, calculate, and periodically audit quarterly and annual field incentive compensation.
• Leverage enterprise reporting systems and financial data to develop models and identify meaningful business trends.

Qualifications

• Bachelor’s degree in Accounting, Finance, Economics, or a related field.
• 2-5 years of relevant experience in Finance, Accounting, FP&A, Audit, or a related analytical role.
• Strong understanding of financial statements and financial analysis.
• Strong analytical and financial modeling capabilities.
• Experience working with enterprise reporting systems such as Oracle/Hyperion, IBM Cognos, or similar platforms.
• Ability to analyze complex information and communicate findings in a concise, business-focused manner.
• Strong interpersonal and presentation skills with the ability to work effectively with both Finance and Operations leaders.
• Detail-oriented, proactive, and naturally curious with strong investigative and problem-solving skills.
• Comfortable presenting and explaining financial concepts to non-finance stakeholders.
• Willingness to travel periodically - 2-4x a year (if needed)