Senior FP&A Analyst

Sherpa | Recruiting, Staffing & Consulting; Charlotte (NC); Hybrid; USD 90,000 - 108,000; Full time

Job summary

Sherpa is seeking a Senior FP&A Analyst in the Charlotte area for a hybrid role focused on OPEX management, budgeting, forecasting, and financial insights. This role partners with business leaders to drive cost discipline and supports month-end close and capital expenditure oversight.

You will leverage digital and AI-enabled tools to streamline reporting and improve the overall effectiveness of the finance function, joining a collaborative team that values analytical thinking and strong business

Qualifications

• 3+ years of finance or accounting experience.
• Experience partnering across functions to solve complex problems.
• Strong analytical and critical-thinking skills with data-driven insights.
• Excellent written, verbal, communication, and presentation skills.
• Ability to manage multiple priorities with accuracy.

Responsibilities

• Monitor, analyze, and report global OPEX spending.
• Support month-end close and posting journal entries.
• Assist budgeting and forecasting for OPEX.
• Analyze headcount and labor costs for planning.
• Partner with leaders to align spending with targets.
• Leverage digital/AI tools to improve reporting.

Skills

Analytical thinking

Cross-functional partner

Financial analysis

Data-driven

Communication skills

Presentation skills

Time management

Education

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

Job description

Compensation: To $108K, plus bonus.

Job Overview – Senior FP&A Analyst – 34468

This a is hybrid role 3 days in and 2 days out and must be local to Charlotte Area. Client is not offering relocation. Our client is seeking a highly analytical and motivated Senior Financial Analyst to support the global management of operating expenses (OPEX). This role will partner closely with business leaders and cross-functional teams to drive disciplined cost management, accurate forecasting, financial reporting, and actionable business insights. The Financial Analyst will play an important role in month-end close, budgeting and forecasting, OPEX analysis, headcount and cost management, and capital expenditure oversight. The position also provides an opportunity to leverage digital and AI-enabled tools to streamline reporting, automate processes, and improve the overall effectiveness of the finance function. This is an opportunity to join a collaborative and forward-thinking finance team that values analytical thinking, continuous improvement, and strong business partnership.

Key Responsibilities

OPEX Financial Management

• Monitor, analyze, and report global OPEX spending across functional areas.
• Prepare monthly variance analysis against budget and forecast.
• Identify trends, risks, and opportunities to improve cost management and spending efficiency.
• Communicate key cost drivers and financial insights to business leaders.

Month-End Close & Accounting

• Support and execute month-end close activities related to OPEX.
• Prepare and post journal entries while maintaining strong financial controls and accuracy.
• Perform monthly account reconciliations and analytical reviews of account balances.
• Ensure compliance with company accounting policies and procedures.

Budgeting & Forecasting

• Support annual budgeting and monthly forecasting processes for OPEX.
• Develop, maintain, and enhance financial models.
• Partner with stakeholders to develop accurate, data-driven forecasts.
• Analyze changes in business activity and their impact on financial performance.

Headcount & Cost Management

• Monitor headcount trends and labor-related expenses.
• Analyze workforce costs and provide insights to support workforce planning.
• Partner with business leaders to align headcount and labor spending with financial targets.

Capital Expenditure

• Track and report monthly capital expenditures for the assigned operating unit.
• Analyze capital spending against budget and forecast.
• Partner with business teams to ensure capital investments remain aligned with financial objectives.

Business Partnership

• Serve as a finance partner to cross-functional stakeholders and business leaders.
• Lead monthly OPEX reviews, providing visibility into actual spending, variances, and forecast updates.
• Clearly communicate financial performance, trends, and key cost drivers.
• Translate complex financial information into practical business recommendations.

Ad Hoc Analysis & Special Projects

• Provide financial analysis in response to leadership and business needs.
• Support analysis of key spending categories, including travel, samples, relocation, and expatriate expenses.
• Lead or support process improvement, simplification, and reporting initiatives.

Digital & AI Enablement

• Leverage digital tools, analytics, and AI-enabled solutions to enhance financial analysis and reporting.
• Identify opportunities to automate manual processes and improve efficiency.
• Help advance data-driven approaches to OPEX management and financial reporting.

Requirements

• Bachelor’s degree in Finance, Accounting, Business, Economics, or a related field.
• 3+ years of relevant finance or accounting experience.
• Experience partnering across functions to solve complex business and financial problems.
• Working knowledge of financial and management accounting, financial systems, compliance, and reporting.
• Strong analytical and critical-thinking skills with the ability to identify financial drivers and translate data into actionable insights.
• Ability to manage multiple priorities while maintaining a high level of accuracy and service.
• Innovative, digital, and data-driven approach to finance.
• Strong written, verbal, communication, and presentation skills.
• Comfortable working with business partners at multiple levels, including senior leadership.

Additional Job Details

Associate Level

About Our Process

• We will notify you if you are selected as a candidate for this role. If not, but you fit our specializations, we'll consider you for future openings, and encourage you to apply for other Sherpa roles you're qualified for/interested in.
• Non-Local Candidates: Please note that you are competing with local candidates who don’t require relocation expenses and can start quickly, so let us know if you have plans to move to the area soon.
• Candidates for all Sherpa opportunities must be authorized to work in the United States.
• Sherpa is an Equal Opportunity Employer.