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Financial Analyst - Midwest Region

Location : Charlotte, NC
Job Type : Direct
Hours : Full Time
Required Years of Experience : 1+ years of exp
Required Education : BS Degree in Accounting or Finance
Travel : No
Relocation : No
Industry : Accounting - Finance

Job Description :

The primary responsibility of the Financial Analyst is to assist in analyzing and producing accurate, timely reporting for the field and upper management. This role will report to a Finance Manager and be assigned to a territory which they’ll support by providing insightful analysis to drive bottom line profitability.



  • Improve financial status by analyzing results; monitoring variances; identifying trends; recommending actions for management consumption.

  • Identify profitability improvement opportunities and work with manager to drive change in profit centers.

  • Partner with cross functional teams at the support office to drive efficiencies in workstreams and maintain open communication channels.

  • Special reports and projects as assigned.

  • Assist with annual preparation of profit center budgets and quarterly forecasting.

  • Manage opportunities and risks in assigned territories.

  • Extract large amounts of data and synthesize for easy understanding by management.

  • Provide financial training and support to field as necessary, which may require travel.

  • Post monthly journal entries as needed.


Required Qualifications :


  • An undergraduate degree in Business, Accounting, Finance, Economics or related discipline or equivalent experience.

  • Minimum of 1-2 years of experience in a financial role requiring financial analysis.

  • Outstanding organizational and time management skills and the ability to prioritize multiple assignments.

  • Strong verbal and written communication skills, with the demonstrated ability to work with all levels of staff and management.

  • Strong analytical (quantitative as well as qualitative) skills including building models and interpreting large data sets.

  • Proficiency with MS Excel; familiarity with data query/data management tools extremely helpful (MS Access, SQL).

  • Dependable, motivated and self -starter, with the ability to work independently as well as part of a team.


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