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Senior Financial Analysis Manager

2 months ago


Morrisville, North Carolina, United States Insight Global Full time

Key Responsibilities

  • Leverages extensive knowledge of financial systems and analytical skills to create, enhance, and automate comprehensive business reports and analyses.
  • Delivers timely and precise business evaluations, highlighting key performance indicators (KPIs), identifying trends in performance, and uncovering related opportunities.
  • Collaborates closely with Accounting and Business Leaders during the monthly closing process, offering crucial insights and financial reporting to the organization.
  • Assists the Operations Team on a monthly and ad hoc basis by providing performance data, presentations, and additional analyses.
  • Maintains a strong connection with private equity sponsors, delivering necessary reporting and analyses to support investment decisions.
  • Enhances the financial and business understanding within the organization, fostering the development of future business leaders.
  • Engages in or leads strategic and tactical business initiatives beyond finance that deliver widespread value.
  • Manages capital control by partnering with project owners to formulate business cases, annual budgets, and quarterly forecasts.
  • Exhibits confidence, transparency, agility, and clarity. Provides accurate and timely reporting and analytics to key stakeholders, ensuring integrity in projections grounded in logical assumptions. Demonstrates exceptional oral and written communication skills, both internally and externally.

Qualifications

  • Bachelor's degree in finance, accounting, or a related discipline; a master's degree, particularly an MBA, is advantageous.
  • Proven leadership experience with over 10 years in financial planning and analysis within a complex, multi-location, dynamic organization.
  • Experience in a fast-growing company, especially where new locations have been established, with a background in developing a performance management environment utilizing KPIs and dashboards to monitor and drive results.
  • Experience in retail, healthcare-focused retail, or franchise model organizations, particularly in a private equity context.
  • Demonstrated progressive functional expertise in financial planning, forecasting, and analysis.
  • Proficient in navigating various financial systems (e.g., PowerBI, Great Plains, Excel) with a quick learning aptitude.
  • Understanding of profitability drivers essential for achieving financial goals, with the ability to simplify complex issues into easily understandable concepts.
  • Exceptional interpersonal skills to influence through relationship building, business insights, and critical thinking.
  • Exhibits a strong work ethic, a high sense of urgency, and a hands-on approach with a passionate commitment to driving results.