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Financial Planning Analyst
1 month ago
Job Summary: As our FP&A Analyst, you will have the opportunity to report to and learn from our CFO (Bain and Wharton background), gaining additional exposure to senior executives and board members as well as our clients who are leading hedge funds and private equity firms. Your analysis and forecasting will aid us as a growth stage company backed by a leading PE firm and the experience gained in this position will prepare you for many exciting career growth opportunities.
Responsibilities (including but not limited to):
You will be the right hand person of the CFO for financial analysis, and will work on most projects the CFO works on
Strategic financial analysis
Analyze M&A opportunities
Assist with annual budgeting and forecasts
Prepare board presentations
Skills:
Very strong Excel skills
Great teammate
Proactive
Desire to learn and grow
Qualifications:
2 - 4 years experience at an accounting firm (transaction services preferred), or management consulting firm
Undergraduate GPA at least 3.5
Ability to commute to Charlotte office in a hybrid fashion
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