Strategic Finance Analyst: FP&A, Data Insights & M&A

AccruePartners; Charlotte (NC); Hybrid; USD 70,000 - 100,000; Full time

Benefits offered by this job

Medical, dental, vision coverage

401(k)/Roth matching

Paid time off & parental leave

Education reimbursement

Job summary

AccruePartners seeks an FP&A specialist to join a high-performing finance team in the Charlotte area. You will develop and maintain financial models, build dashboards in Power BI, and deliver actionable insights for leadership across budgeting, forecasting, and KPI analysis.

The role partners directly with the Director of Finance and senior leaders, supporting acquisitions, due diligence, integration planning, and ROI analyses in a tech-enabled environment.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or related field
• 2–3 years of financial analysis experience in a data-driven or tech-enabled environment
• Strong understanding of GAAP, financial statements, and forecasting techniques
• Proficiency in Excel and Power BI; CoPilot experience is valuable
• Experience working within an ERP environment such as BST, Deltek, SAP, or Oracle
• Experience building financial models and conducting variance analysis
• Excellent organization skills and ability to manage multiple deliverables
• Strong communication skills to translate data into clear insights
• Experience with financial systems implementation or enhancement (OneStream, TM1, Hyperion Planning, BlackLine) is a plus
• Exposure to M&A, due diligence, or ROI analysis is valuable

Responsibilities

• Build and maintain advanced financial models for budgeting, forecasting, and scenario planning across KPIs
• Create dashboards and reports in Power BI, Excel, CoPilot, and BST for leadership visibility
• Conduct variance analysis and identify drivers behind financial results
• Prepare executive-level presentations and shareholder materials
• Support process improvements to strengthen data governance and reporting timeliness
• Contribute to acquisition analysis and integration planning

Skills

Financial analysis

Financial modeling

Variance analysis

Data analytics

Communication

Presentation skills

Education

Bachelor's degree in Finance/Accounting/Economics

Tools

Power BI

Excel

CoPilot

BST ERP

Deltek

SAP

Oracle

OneStream

TM1

Hyperion Planning

BlackLine

Job description

AccruePartners seeks an FP&A specialist to join a high-performing finance team in the Charlotte area. You will develop and maintain financial models, build dashboards in Power BI, and deliver actionable insights for leadership across budgeting, forecasting, and KPI analysis.

The role partners directly with the Director of Finance and senior leaders, supporting acquisitions, due diligence, integration planning, and ROI analyses in a tech-enabled environment.