Strategic Financial Analyst: Modeling, Analytics & Insights

HILGARTWILSON, LLC; Charlotte (NC); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Medical, dental, vision

401(k) with company match

Paid time off

Life insurance

Job summary

Colliers Engineering & Design in Charlotte, NC is seeking a Financial Analyst II to join a high-performing finance team. This role emphasizes data analytics, financial modeling, and strategic insight to support decision-making and improve reporting across the organization.

You will collaborate with senior leadership to deliver executive-level insights, drive forecasting accuracy, and participate in strategic initiatives including M&A groundwork.

Qualifications

• Bachelor's in Finance/Accounting/Economics; MBA or CPA preferred.
• 2–3 years of financial analysis experience in a data-driven environment.
• Proficiency in Excel, Power BI, CoPilot, and ERP systems (BST, Deltek, SAP, Oracle).
• Strong GAAP knowledge and forecasting techniques.
• Excellent organizational skills and ability to manage multiple deliverables.
• Strong communication skills to translate data into clear insights.

Responsibilities

• Financial Modeling & Forecasting: Build and maintain advanced financial models for budgeting, forecasting, and scenario planning across P&L, working capital, backlog, and KPIs.
• Data Analytics & Visualization: Create dashboards/reports using Power BI, Excel, CoPilot, and BST to deliver actionable insights to leadership.
• Performance Analysis: Conduct variance analysis and identify drivers, risks, and opportunities.
• Strategic Support: Collaborate with Finance leadership to prepare executive presentations and shareholder materials.
• Process Improvement: Improve data governance and reporting timeliness and accuracy.
• M&A & Due Diligence: Support acquisition analysis, integration planning, and ROI scenarios.

Skills

Financial analysis

Data storytelling

Cross-functional collaboration

Education

Bachelor's degree in Finance/Accounting/Economics

MBA or CPA preferred

Tools

BST ERP

Deltek ERP

SAP ERP

Oracle ERP

Excel

Power BI

CoPilot

Job description

Colliers Engineering & Design in Charlotte, NC is seeking a Financial Analyst II to join a high-performing finance team. This role emphasizes data analytics, financial modeling, and strategic insight to support decision-making and improve reporting across the organization.

You will collaborate with senior leadership to deliver executive-level insights, drive forecasting accuracy, and participate in strategic initiatives including M&A groundwork.