Strategic Finance Analyst - Fringe Forecasting (Hybrid)

Compass Group USA; Charlotte (NC); Hybrid; USD 85,000 - 120,000; Full time

Benefits offered by this job

Medical

Vision

Life Insurance/AD

Disability Insurance

Retirement Plan

Paid Time Off

Holiday Time Off

Personal Leave

Health and Wellness Programs

Discount Marketplace

Identity Theft Protection

Pet Insurance

Employee Assistance Program

Flexible Spending Accounts (FSAs)

Job summary

Compass Group USA is seeking a Senior Financial Analyst for Strategic Analytics in Charlotte, NC, offering a hybrid work arrangement. The role focuses on budgeting, forecasting, and fringe defaults analysis to improve recovery and overall financial performance.

You will act as a trusted financial resource on fringe matters and drive automation across forecasting processes. The ideal candidate has a Bachelor’s in accounting or finance and 3+ years of finance experience, with strong communication

Qualifications

• Bachelor's degree in accounting or finance.
• 3+ years of accounting/finance experience (public accounting and/or industry).
• Strong communication and analytical skills; ability to influence when no direct authority exists.
• Detail-oriented with strong problem-solving skills.
• Team player with the ability to manage multiple projects in a fast-paced deadline driven environment.

Responsibilities

• Build the annual budget and forecast for fringe defaults, developing accurate projections from historical results, current trends, and anticipated changes.
• Monitor performance against forecast to surface trends, risks, and opportunities to improve financial results.
• Assess fringe defaults to quantify financial exposure and find opportunities for stronger fringe recovery.
• Apply strong critical thinking to assess situations independently, form recommendations, and confidently defend your conclusions.
• Get behind the data drivers to provide analysis and follow‑up support to sector finance and key internal customers.
• Support the annual CPI rate files, ensuring contractual rate adjustments are accurately incorporated.
• Serve as the go-to financial resource for fringe-related client and field questions, deliver timely analysis, supporting documentation, and clear recommendations.
• Own the financial side of contract compliance and contractual liability, reviewing contract terms, fringe provisions, and rate escalations, and building the procedures and controls that keep forecasts, reporting, and business decisions aligned to client contracts.
• Drive process improvements and automation that make fringe forecasting and reporting more accurate, efficient, and transparent.
• Partner across Compass Group with Benefits and Compensation, Risk Management, Legal, Labor Relations, Corporate Accounting, Financial Planning, Payroll, and sector financial leadership, building relationships and visibility throughout the organization.
• Take on special projects for the Strategic Analytics team and senior leadership that broaden your impact across the business, handling confidential HR and benefits data with discretion throughout.

Skills

Strong communication skills

Analytical skills

Team player

Detail-oriented

Education

Bachelor's degree in accounting or finance

Tools

Power BI

SQL

SAP

Hyperion/Essbase

Blackline

Job description

Compass Group USA is seeking a Senior Financial Analyst for Strategic Analytics in Charlotte, NC, offering a hybrid work arrangement. The role focuses on budgeting, forecasting, and fringe defaults analysis to improve recovery and overall financial performance.

You will act as a trusted financial resource on fringe matters and drive automation across forecasting processes. The ideal candidate has a Bachelor’s in accounting or finance and 3+ years of finance experience, with strong communication