Strategy & Financial Analyst

Found in: Appcast Linkedin GBL C2 - 2 weeks ago


Charlotte, United States CAROLINA PRG Full time

Carolina PRG has partnered with a premier local headquarters that believes in investing and retaining the best of the best financial talent. The company rewards their talent with an incredible compensation package that includes profit sharing, the strongest 401K match in Charlotte, and a 15% bonus. The Strategy & Financial Analyst will work as part of a high profile team responsible for the development and execution of inorganic growth strategies for all business units. 35% of the role will focus on financial reporting, budgeting, and forecasting. 65% of the position focuses on strategy and special projects including analysis of new facility start-ups, joint ventures, M&A due diligence, long term supply negotiations, macro economic analysis, and business decision modeling. Additionally, the Analyst provides related competitive intelligence for senior management.


Responsibilities:

Strategy

  • Compile quarterly BOD, strategy, risk, leadership, and ad hoc presentations
  • Monitor and synthesize macroeconomic trends, competitor/peer/customer earnings, and company risk
  • Perform complex analytics and modeling that may include profitability optimization, scenario analysis, cap ex business cases, contract structure, or product line innovation
  • Assist with the annual long-range strategic planning compilation, reporting, and analysis
  • Help assess inorganic business opportunities, develop business cases, and execute transactions
  • M&A due diligence, joint venture analysis, competitive analysis, and other strategic special projects.


Finance

  • Support the monthly forecast and annual OP&B processes
  • Compile forecast and plan inputs including standard costs, raw material costs, housing starts, and price
  • Provide forecasting and planning oversight – working with cross-functional teams to validate inputs, drive for consensus, and analyze variances
  • Complete month-end reporting and variance analysis; identify areas of opportunity and risk
  • Leverage IT to improve finance processes and drive value across the organization



Qualifications:

  • Bachelor’s degree with a major in Finance, Economics, Business Administration, science or a technical field
  • 2-4 years of experience in Financial Analysis or Strategic Planning
  • Impeccable, exceptional attention to detail
  • Strong analytical and written / verbal communication skills including excellent, differentiated facility in Microsoft PowerPoint
  • Extensive experience using Microsoft Excel including modeling
  • Strong teamwork and project management skills
  • Excellent attitude and capacity for learning quickly in a very dynamic, intensive environment
  • Experience and demonstrated aptitude managing and prioritizing multiple projects
  • Ability to interact with senior executives and handle high pressure settings with confidence
  • Positive, enthusiastic attitude with capacity for learning quickly in an intensive and fast-paced environment
  • Strong general business acumen
  • Excellent financial and analytical skills - including a solid understanding of valuation principles and fundamentals of financial statement analysis
  • Demonstrated record of professional and academic achievement


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