Senior Financial Analyst

2 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 a
Senior Financial Analyst – FP&A
to 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 decision-making.

This is a great fit for a motivated finance professional looking to broaden their impact and take the next step in their FP&A career.

What You'll Do

As a key member of the FP&A team, you'll partner with departments across the company to support budgeting, forecasting, performance analysis, and executive reporting.

Core Responsibilities:

  • Lead aspects of the
    annual budget, rolling forecasts, and long-range financial planning
    in coordination with business and finance leadership
  • Conduct
    financial performance analysis
    , including budget vs. actual, forecast variance, and historical trend analysis
  • Build and maintain comprehensive
    financial models
    , including P&L, balance sheet, and cash flow
  • Prepare
    monthly reporting packages
    and dashboards for senior leadership and stakeholders
  • Work closely with G&A functions (e.g., HR, Finance, Sales, Real Estate) to provide strategic financial support and analysis
  • Assist with
    board materials, lender reporting
    , and other executive-level financial deliverables
  • Partner with Accounting to improve data accuracy, system processes, and financial workflows

What You Bring

  • Bachelor's degree in
    Finance, Accounting, Economics
    , or a related field;
    MBA or relevant advanced degree
    is a plus
  • 3–5 years
    of experience in FP&A, corporate finance, or a related analytical role
  • Strong understanding of
    financial statements, budgeting, forecasting, and variance analysis
  • Advanced
    Excel
    skills and experience with financial modeling; ERP/reporting tool experience a plus
  • Excellent analytical and problem-solving ability with attention to detail
  • Strong communication skills, with the ability to present financial information to both finance and non-finance teams
  • Self-motivated and adaptable; able to thrive in a fast-paced, changing environment
  • Collaborative mindset with proven ability to partner across business functions

Why This Role Stands Out

  • High-impact role with
    visibility to senior leadership
  • Exposure to
    board-level and investor reporting
  • Opportunity to
    build models, improve processes
    , and contribute to strategic planning
  • PE-backed company with momentum, investment, and room to grow
  • Collaborative culture that values initiative, insight, and continuous improvement

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