Senior Financial Analyst — Strategic Growth & Equity Focus

Accrue Partners; Charlotte (NC); On-site; USD 85,000 - 110,000; Full time

Job summary

AccruePartners is seeking a seasoned finance professional to join a newly formed team in Charlotte, NC. The role focuses on rigorous financial analysis, reporting accuracy, and cross-functional collaboration with Board, Investor Relations, and regulatory bodies.

The ideal candidate will have a Bachelor's in Accounting or Finance and at least five years of complex financial analysis, with strong data storytelling and presentation skills to influence executive decisions.

Qualifications

• Bachelor's degree in Accounting or Finance, or equivalent education and related training.
• Five years of relevant accounting or finance experience that includes complex financial analysis.
• Ability to take direction and then work independently to complete tasks while considering broader implications or necessary additional analysis.
• Ability to build consensus through communication and presentation of factual and relevant information.

Responsibilities

• Collaborates and works across the Finance division to ensure integrity of the financials and ensures sound controls and procedures.
• Produces relevant financial analysis and reporting for Board of Directors, Investor Relations, and regulatory agencies.
• Compiles, reviews, analyzes, and submits timely monthly reporting related to financial performance, including pro-forma projections, forecasts, and variance explanations.
• Interprets and summarizes results for Senior Leadership and prepares materials accordingly.
• Maintains data integrity and documentation supporting data sources and models; automates retrieval of financial information where possible.
• Acts as SME on products, fees, and regulatory reporting requirements within assigned area.

Skills

Financial analysis

Data storytelling

Communication

Presentation

GAAP knowledge

Education

Bachelor's degree in Accounting or Finance

Tools

Excel

Spreadsheet skills

Financial reporting systems

Job description

AccruePartners is seeking a seasoned finance professional to join a newly formed team in Charlotte, NC. The role focuses on rigorous financial analysis, reporting accuracy, and cross-functional collaboration with Board, Investor Relations, and regulatory bodies.

The ideal candidate will have a Bachelor's in Accounting or Finance and at least five years of complex financial analysis, with strong data storytelling and presentation skills to influence executive decisions.