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Financial Analyst

Location : Charlotte, NC
Job Type : Direct
Reference Code : Matt Thomas
Hours : Full Time
Required Education : BS in Finance, Accounting, Econ or Business
Travel : No
Relocation : No
Industry : Distribution

Job Description :

The Company

Our client is a leading global retail and distribution organization experiencing 20% growth year over year. It is an entrepreneurial environment growing through acquisition and launching new business lines. They pride themselves on investing in their workforce and offer competitive benefits, as well as opportunities for advancement.

The Role

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 Regional Finance Manager and be assigned to a territory which they’ll support by providing insightful analysis to drive bottom line profitability.

  • Be the primary point of contact for field operations to the support office

  • 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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