Senior Financial Reporting Analyst

AccruePartners; Charlotte (NC); Hybrid; USD 70,000 - 95,000; Full time

Benefits offered by this job

Ownership of reporting initiatives

Senior leadership exposure

Hybrid work in NC/TX

Job summary

AccruePartners in Charlotte, NC, seeks a FP&A Analyst to own recurring financial and operational reporting, dashboards, and KPI packages for leadership visibility. You will develop forecasts, budgeting support, and scenario analysis while identifying trends and risks.

The role emphasizes SQL-driven analysis, financial modeling, and collaboration with finance, operations, and shared services to drive data‑driven decisions and scalable reporting.

Qualifications

• Bachelor’s degree in Accounting, Finance, Business, Data Science, Computer Science, or a related discipline.
• Approximately 2–4 years of experience within FP&A, financial reporting, corporate finance, or a related analytical role in a larger or complex organization.
• Hands‑on experience supporting budgeting, forecasting, financial modeling, and recurring management reporting.
• Strong SQL skills with the ability to work directly with large datasets and translate data into meaningful business insights.
• Strong analytical and communication skills with the ability to present financial findings and recommendations to business partners and leadership.
• Experience within a large-scale operating environment, shared services organization, or similarly complex business is a plus.

Responsibilities

• Develop and maintain recurring financial and operational reporting, dashboards, and KPI packages that provide leadership with clear visibility into business performance.
• Prepare financial forecasts and support budgeting, planning, and scenario analysis while identifying trends, risks, and key performance drivers.
• Build and enhance financial models and analytical tools that improve forecasting accuracy and support strategic business decisions.
• Analyze large datasets using SQL and other analytical tools to identify trends, patterns, opportunities, and potential areas of concern.
• Partner with finance, operations, and shared services leaders to understand business drivers and translate complex financial and operational data into actionable insights.
• Identify opportunities to automate and streamline reporting processes, improve data quality, and create more scalable and repeatable reporting practices.

Skills

SQL

Analytical thinking

Communication

Education

Bachelor's degree

Tools

Excel

Job description

• A large, established organization with a complex operating environment and significant enterprise-level reporting needs.
• A highly collaborative finance function partnering closely with operational leaders, shared services teams, and senior leadership.
• A data-driven environment where financial reporting, forecasting, analytics, and business insights play an important role in strategic decision-making.
• A team focused on improving reporting consistency, visibility, automation, and scalability across the organization.

THE TEAM YOU ARE JOINING

• A large, established organization with a complex operating environment and significant enterprise-level reporting needs.
• A highly collaborative finance function partnering closely with operational leaders, shared services teams, and senior leadership.
• A data-driven environment where financial reporting, forecasting, analytics, and business insights play an important role in strategic decision-making.
• A team focused on improving reporting consistency, visibility, automation, and scalability across the organization.

What They Offer You

• The opportunity to take ownership of meaningful financial reporting and analytics initiatives with visibility across multiple areas of the business.
• Exposure to senior leadership and the ability to influence business decisions through data-driven financial insights and recommendations.
• A role that combines traditional FP&A responsibilities with deeper analytics, reporting automation, and process improvement.
• The ability to work with large datasets and continue expanding your technical skill set across financial modeling, SQL, and reporting tools.

LOCATION

• Hybrid in Charlotte, NC or Dallas, TX - 2-3 days in office
• Opportunity to work within a large corporate environment alongside finance and business leaders across multiple functions.

Responsibilities

• Develop and maintain recurring financial and operational reporting, dashboards, and KPI packages that provide leadership with clear visibility into business performance.
• Prepare financial forecasts and support budgeting, planning, and scenario analysis while identifying trends, risks, and key performance drivers.
• Build and enhance financial models and analytical tools that improve forecasting accuracy and support strategic business decisions.
• Analyze large datasets using SQL and other analytical tools to identify trends, patterns, opportunities, and potential areas of concern.
• Partner with finance, operations, and shared services leaders to understand business drivers and translate complex financial and operational data into actionable insights.
• Identify opportunities to automate and streamline reporting processes, improve data quality, and create more scalable and repeatable reporting practices.

BACKGROUND THAT FITS

• Bachelor’s degree in Accounting, Finance, Business, Data Science, Computer Science, or a related discipline.
• Approximately 2–4 years of experience within FP&A, financial reporting, corporate finance, or a related analytical role in a larger or complex organization.
• Hands‑on experience supporting budgeting, forecasting, financial modeling, and recurring management reporting.
• Strong SQL skills with the ability to work directly with large datasets and translate data into meaningful business insights.
• Strong analytical and communication skills with the ability to present financial findings and recommendations to business partners and leadership.
• Experience within a large-scale operating environment, shared services organization, or similarly complex business is a plus.

On Hold