Financial Analyst

6 hours ago

Charlotte, North Carolina, United States Vortex Companies, LLC Full time $90,000 - $120,000 per year

Senior Financial Analyst: Position Overview

The Senior Financial Analyst provides financial planning, analysis, and decision support to drive strategic business performance. This role partners closely with cross-functional teams and senior leadership to deliver insights that inform forecasting, budgeting, and long-term planning. The ideal candidate combines strong analytical ability, business acumen, and communication skills to influence outcomes and improve financial results.

Key Responsibilities

  • Lead financial planning and analysis (FP&A) processes, including budgeting, forecasting, variance analysis, and monthly performance reporting.
  • Develop and maintain financial models to support decision-making and scenario analysis for key business initiatives.
  • Partner with business leaders to analyze trends, identify risks/opportunities, and provide actionable recommendations.
  • Prepare and deliver management reports, dashboards, and presentations summarizing key financial insights for executives.
  • Support strategic initiatives such as pricing analysis, ROI evaluations, capital expenditure reviews, and M&A due diligence.
  • Drive continuous improvement of forecasting tools, models, and processes to enhance accuracy and efficiency.
  • Ensure compliance with GAAP and internal financial controls; collaborate with accounting on month-end close and reporting.
  • Lead consolidation and analysis of financial results across business units to provide a clear picture of company performance.
  • Partner with FP&A and operational leaders to deliver ad-hoc financial analysis that supports business initiatives, investment decisions, and performance improvement efforts.
  • Translate complex financial data into dashboards, KPIs, and metrics that drive business insights.
  • Collaborate with accounting, FP&A, and business teams to align reporting with business strategy and operational goals.
  • Support budget and forecast processes with accurate historical and trend reporting.

Qualifications

Education & Experience

  • Bachelor's degree in Finance, Accounting, Economics, or a related field (MBA or CPA preferred).
  • 4–7+ years of progressive experience in financial analysis, FP&A, or corporate finance.
  • Proven track record in budgeting, forecasting, and data-driven decision support.

Skills & Competencies

  • Advanced proficiency in Excel (pivot tables, complex formulas, financial modeling).
  • Experience with financial systems and BI tools (e.g., Power BI, Tableau, Adaptive Insights, Hyperion, SAP, or NetSuite… NetSuite & Power BI highly preferred).
  • Strong analytical, problem-solving, and critical-thinking skills.
  • Excellent communication and presentation abilities; capable of translating complex data into clear insights.
  • Detail-oriented, highly organized, and able to manage multiple priorities in a fast-paced environment.

  • Financial Analyst

    3 days ago

    Charlotte, North Carolina, United States Connect Search, LLC Full time $80,000 - $120,000 per year

    Financial Analyst – FP&A & Business Partnership (Confidential Search)Industry:Manufacturing / Packaging / Consumer ProductsA global manufacturing organization is seeking aFinancial Analystto join its business unit finance team. This role will play a critical part in supporting financial planning and analysis activities, partnering cross-functionally to...

  • Corporate Banking Analyst- Tech

    2 days ago

    Charlotte, North Carolina, United States Regions Financial Full time $70,000 - $100,000 per year

    Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed,...

  • Financial Analyst

    10 hours ago

    Charlotte, North Carolina, United States JLL Full time $90,000 - $110,000 per year

    JLL empowers you to shape a brighter way.  Our people at JLL and JLL Technologies are shaping the future of real estate for a better world by combining world class services, advisory and technology for our clients. We are committed to hiring the best, most talented people  and empowering them to  thrive, grow meaningful careers and to find a place where...

  • Financial Analyst

    3 days ago

    Charlotte, North Carolina, United States JLL Full time $80,000 - $120,000 per year

    JLL empowers you to shape a brighter way.Our people at JLL and JLL Technologies are shaping the future of real estate for a better world by combining world class services, advisory and technology for our clients. We are committed to hiring the best, most talented people and empowering them to thrive, grow meaningful careers and to find a place where they...

  • Financial Analyst

    3 days ago

    Charlotte, North Carolina, United States Toppan Full time $60,000 - $120,000 per year

    As a Financial Analyst, you will be a key member of the Business Unit Finance team and have primary responsibilities for performing all FP&A related activities including budgeting, management / other reporting, variance analysis, strategic and long-range planning, predicting revenue / costs, forecasting, and partnering with operations planning and other...

  • Senior Financial Analyst

    3 days ago

    Charlotte, North Carolina, United States Connect Search, LLC Full time $120,000 - $140,000 per year

    A growing, PE-backed organization is seeking aSenior Financial Analyst – FP&Ato join its corporate finance team. This high-visibility role supports enterprise-wide financial planning, reporting, and strategic analysis. You'll collaborate across business functions to deliver actionable insights and play a critical role in guiding performance and...

  • Advanced Business Analyst I

    1 day ago

    Charlotte, North Carolina, United States Ally Financial Full time $80,000 - $120,000 per year

    General informationCareer areaComplianceWork Location(s)601 S. Tryon Street, NCCityCharlotte, NCRemote?NoRef #20873Posted Date Working timeFull timeAlly and Your CareerAlly Financial only succeeds when its people do - and that's more than some cliché people put on job postings. We live this stuff We see our people as, well, people - with interests,...

  • Senior Analyst

    7 hours ago

    Charlotte, North Carolina, United States Ally Full time $100,000 - $150,000 per year

    Ally and Your CareerAlly Financial only succeeds when its people do - and that's more than some cliché people put on job postings. We live this stuff We see our people as, well, people - with interests, families, friends, dreams, and causes that are all important to them. Our focus is on the health and safety of our teammates as well as work-life balance...

  • Sr. Analyst

    3 days ago

    Charlotte, North Carolina, United States Amtex Systems Inc Full time $90,000 - $120,000 per year

    Job Title: Sr. Analyst - GRC Tool Admin – ServiceNow / GRC AdminLocation: Charlotte or Raleigh NC, Memphis Tennessee or Birmingham, AlabamaOnsite 5 days a weekDuration: 12-16 monthsGreat communication skills is a must to work with Stakeholdersis currently seeking a GRC Admin for a long-term contract engagement with one of our financial services clients....

  • Business Analyst II

    2 weeks ago

    Charlotte, North Carolina, United States Vertex Elite LLC Full time $90,000 - $120,000 per year

    Dear Business Analyst,Vertex Elite is currently seeking a qualifiedBusiness Analyst with Counterparty Credit Risk experienceto join our team.If you or someone you know is interested, please feel free to reach out for more details or share your updated resume.Role :Business Analyst with Counterparty Credit Risk experienceWork Authorization : USC or Any valid...