Tech FP&A Analyst: Cost & Forecast Insights

Direct ChassisLink, Inc. / DCLI; Charlotte (NC); Hybrid; USD 70,000 - 90,000; Full time

Benefits offered by this job

Health, dental, vision insurance

Paid time off and holidays

401k with company match

Flexible work arrangements

Wellness resources

Company events

Job summary

Direct ChassisLink, Inc. (DCLI) is seeking a Financial Analyst, FP&A to partner with Technology Finance. You will support monthly reporting, planning, and IT cost analysis while collaborating with Finance, IT, Operations, and Commercial teams in a hybrid Charlotte-based role.

The position emphasizes building financial models, variance analysis, and cost visibility to drive informed decision-making. Strong Excel and PowerPoint skills are essential, with exposure to Oracle/EPM and TM1 beneficial.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, General Business, Information Systems, or related field.
• 1-2 years of finance, accounting, or analytical experience, preferably in FP&A, corporate finance, or technology finance.
• Strong understanding of financial statements, management reporting, budgeting, forecasting, and variance analysis.
• Advanced proficiency in Microsoft Excel and ability to build and maintain financial models.
• Proficiency in Microsoft PowerPoint; Mekko Graphics is a plus.
• Experience with Oracle Fusion, Oracle EPM, TM1/Cognos, or comparable ERP/BI tools.
• Exposure to technology cost structures, project-based spending, software or vendor reporting, capital planning, or agile delivery environments is a plus.
• SQL knowledge is a plus, including the ability to pull, validate, or reconcile data for reporting purposes.
• Curious and adaptable, with a willingness to learn new concepts, understand business processes, and take on evolving responsibilities.

Responsibilities

• Prepare management reporting focused on historical results, budgets, forecasts, trends, and key business drivers.
• Produce monthly P&L reporting for assigned business segments and cost centers with clear variance analysis.
• Support the annual budget and forecast processes by gathering inputs, validating assumptions, and maintaining financial models.
• Assist with monthly IT spend reporting, including labor, software, systems, infrastructure, vendors, and third-party development costs.
• Partner with IT and Finance stakeholders to track technology projects, capitalization, cost allocations, and forecast updates.
• Develop and maintain reporting for IT cost drivers, project estimates, and KPIs to improve spend visibility and accountability.
• Support business cases, capital requests, and technology investment analyses through data validation and financial modeling.
• Perform recurring and ad-hoc analysis in support of Finance, IT, Operations, Commercial, and strategic initiatives.
• Maintain FP&A reporting processes and system infrastructure within Oracle and TM1/Cognos.
• Use Excel, PowerPoint, BI tools, and SQL to automate reporting and reduce manual effort.
• Prepare presentations for Board of Directors and Senior Leadership Team with charts and tables.
• Maintain industry and competitive landscape analysis using quarterly earnings materials.
• Identify data quality issues and reconcile reporting differences with stakeholders.

Skills

Excel

Financial modeling

Variance analysis

PowerPoint

SQL

Education

Bachelor's degree in Finance, Accounting, Economics, General Business, Information Systems, or related field

Tools

Oracle Fusion

Oracle EPM

TM1/Cognos

Job description

Direct ChassisLink, Inc. (DCLI) is seeking a Financial Analyst, FP&A to partner with Technology Finance. You will support monthly reporting, planning, and IT cost analysis while collaborating with Finance, IT, Operations, and Commercial teams in a hybrid Charlotte-based role.

The position emphasizes building financial models, variance analysis, and cost visibility to drive informed decision-making. Strong Excel and PowerPoint skills are essential, with exposure to Oracle/EPM and TM1 beneficial.