Senior Financial Analyst | Joint Ventures

CRG Search; Charlotte (NC); Hybrid; USD 85,000 - 115,000; Full time

Benefits offered by this job

4 weeks vacation/sick days

12 holidays + half-days + floating day

Medical, Dental, Vision Insurance

Job summary

CRG Search is seeking a Senior Financial Analyst – Joint Ventures to join our corporate finance team in Charlotte. This direct-hire role emphasizes joint venture analysis, monthly close, budgeting and forecasting, reconciliations, and process improvement in a collaborative, cross-functional environment.

The ideal candidate holds a bachelor’s in accounting or finance with 3+ years of accounting/financial analysis experience, strong Excel skills, and the ability to communicate complex financial

Qualifications

• Bachelor’s degree in Accounting, Finance, or a related field.
• 3+ years of accounting and/or financial analysis experience.
• Strong analytical, critical-thinking, and problem-solving skills with attention to detail.
• Strong communication and interpersonal skills with ability to collaborate and influence stakeholders.

Responsibilities

• Partner with sector finance teams to manage joint venture profit-split calculations, invoicing, schedules, and audits.
• Lead monthly close activities, including journal entries and P&L/balance sheet analysis.
• Analyze financial/contractual data to identify trends and inform business decisions.
• Support client and contractual reconciliations, including burden-rate reconciliation for major accounts.
• Review budgets, forecasts, and annual plans for assigned accounts.

Skills

Analytical thinking

Communication

Cross-functional collaboration

Attention to detail

Multitasking

Education

Bachelor's degree in Accounting or Finance

Master's degree in Accounting or related

CPA or CPA candidate

Tools

Excel

Power BI

SQL

SAP

Hyperion/Essbase

BlackLine

Job description

Opportunity: Direct-Hire

Location: Charlotte (Southwest)

Schedule: Hybrid

About the Job: CRG is seeking a Senior Financial Analyst – Joint Ventures to join the corporate finance team of a large, nationally recognized organization. This position will play an important role in joint venture financial analysis, monthly close, budgeting and forecasting, contractual reconciliations, financial reporting, and process improvement. The ideal candidate is an analytical, detail-oriented finance professional who can work effectively across multiple teams, communicate financial insights to stakeholders, and independently identify opportunities to strengthen processes and controls.

About the Company: Our global Fortune 500 client, with U.S. headquarters in Charlotte, NC, is a world-class foodservice and support-services provider with a strong presence across the nation. Celebrating 30+ years in North America, this employee-focused company has received recognition for diversity and inclusion, innovation, health and wellness, and company culture. CRG has successfully placed over 300 employees within the last 10 years within this organization, known for its continuous growth opportunities, fantastic benefits package, innovative technology, flexible work environment, and collaborative culture.

Responsibilities

• Partner with sector finance teams to manage joint venture profit-split calculations, monthly invoicing, payment schedules, and activity audits.
• Lead monthly accounting close activities, including journal entries and analysis of P&L and balance sheet accounts.
• Analyze financial and contractual data to identify trends and provide reporting that supports key business decisions.
• Support client and contractual reconciliations, including quarterly burden-rate reconciliation for a major client account.
• Review monthly budget-to-actual results, forecasts, and annual budgets for assigned accounts.
• Provide financial analysis and insights to sector finance leadership and key business partners.
• Develop and implement procedures and controls to ensure compliance with client contractual requirements.
• Identify and drive opportunities for process improvement and automation to improve efficiency, accuracy, and consistency in financial reporting.
• Independently assess financial situations, develop recommendations, and confidently communicate conclusions to stakeholders.
• Collaborate cross-functionally with Finance, Accounting, FP&A, Payroll, Benefits & Compensation, Risk Management, Legal, Labor Relations, and other business partners.
• Handle confidential financial, HR, and benefits information with discretion and professionalism.
• Support special projects and other financial initiatives assigned by leadership.

Required Qualifications

• Bachelor’s degree in Accounting, Finance, or a related field.
• 3+ years of accounting and/or financial analysis experience within public accounting and/or industry.
• Strong analytical, critical-thinking, and problem-solving skills with exceptional attention to detail.
• Strong communication and interpersonal skills with the ability to collaborate across departments and influence stakeholders without direct authority.
• Ability to manage multiple priorities and projects in a fast-paced, deadline-driven environment.
• Strong Microsoft Office proficiency, particularly Excel
• Demonstrated ability to work independently while also contributing effectively within a collaborative team environment.

Preferred Qualifications

• CPA or CPA candidate.
• Public accounting experience.
• Experience with BlackLine, SAP, Hyperion/Essbase, Power BI, or SQL.
• Experience with financial process automation or other process-improvement initiatives.
• Master’s degree in Accounting or a related discipline.
• Experience with joint ventures, contractual financial arrangements, reconciliations, burden-rate analysis, or complex client accounts.

Company Benefits & Perks

• 4 weeks of vacation and sick days
• 12 paid holidays + 3 paid half-day holidays + Floating holiday
• Medical, Dental, and Vision Insurance – multiple plan options
• Flexible Spending Accounts (FSAs)
• Life & Disability Insurance
• Employee Assistance Program (EAP)
• Commuter Benefits
• Pet Insurance
• Employee Discounts & Shopping Programs
• Health & Wellness Programs
• 401K: 50% potential company match on the dollar up to 6%
• Onsite medical clinic, basketball court, and fitness center, alongside other onsite perks!

Category Code: JN001, JN005

#CRGSearchJobs

Seniority Level: Mid-Senior Level