Financial Reporting Analyst

2 months ago


Charlotte, United States Omada Search Full time

Our client is a PE-backed organization in the tech space and they are seeking a highly motivated and experienced FP&A Analyst. This role is integral to the growing finance team, focusing on customizing and enhancing the financial reporting package and developing forecasting capabilities. The position starts on a contract basis with the potential for full-time conversion.


Key Responsibilities:

  • Customize and enhance the existing financial reporting package to allow data slicing across four different products.
  • Develop and implement a 12-month forecasting model.
  • Work closely with the CFO and Controller to support financial planning and analysis activities.
  • Assist in the integration of newly acquired companies and the optimization of financial processes.
  • Utilize Excel for large-scale financial projects and reporting.
  • Collaborate with the team to improve overall financial reporting and forecasting functions.
  • Support the financial aspects of M&A transactions, with 1-2 transactions expected annually.


Qualifications:

  • Bachelor’s degree in Finance, Accounting, or a related field.
  • CPA qualification highly desirable.
  • Proven experience in financial planning and analysis, particularly in project-based roles.
  • Strong proficiency in Excel; experience with Netsuite is beneficial.
  • Excellent analytical and problem-solving skills.
  • Ability to work independently and collaboratively in a fast-paced environment.
  • Strong communication skills, both written and verbal.



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