Strategic FP&A Analyst: AI-Driven Forecasting & ROI

PositecUSA; Charlotte (NC); On-site; USD 80,000 - 110,000; Full time

Job summary

A leading financial firm in Charlotte, NC, is seeking a Sr. Financial Analyst to provide critical financial analysis to support sales and marketing efforts. The ideal candidate will have experience in FP&A and a strong grasp of financial analytics and modeling software. Responsibilities include ensuring proper financial operations and providing in-depth financial insights for decision-making. Excellent communication and advanced Excel skills are required.

Qualifications

• Minimum of 5-7 years in a financial or accounting position.
• FP&A experience is preferred.
• Exposure to corporate performance management platforms.

Responsibilities

• Support customer-facing activities with timely financial analysis.
• Ensure proper accruals and approvals for programs.
• Develop and maintain reporting packages.

Skills

Financial analytics

Advanced proficiency in Microsoft Excel

Excellent communication skills

Problem-solving

Attention to detail

Education

Bachelor’s degree in accounting or finance

Tools

AI-driven analytics platforms

SAP

PowerBI

Alteryx

Job description

A leading financial firm in Charlotte, NC, is seeking a Sr. Financial Analyst to provide critical financial analysis to support sales and marketing efforts. The ideal candidate will have experience in FP&A and a strong grasp of financial analytics and modeling software. Responsibilities include ensuring proper financial operations and providing in-depth financial insights for decision-making. Excellent communication and advanced Excel skills are required.