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Senior Financial Analyst

Location : Charlotte, NC
Job Type : Direct
Reference Code : Ashley Todd
Compensation : 50000.00 - 60000.00 USD/YEAR
Hours : Full Time
Travel : No
Relocation : No
Industry : Accounting - Finance

Job Description :

We are looking for an experienced Senior Financial Analyst to forecast revenues and expenditures and advise us on future budgeting.

For this role, you should hold a degree in Finance or Accounting (ideally with a CFA certification) followed by relevant work experience. Knowledge of forecasting models and cost accounting processes are key requirements for this position. You will explore investment options and set company-wide financial policies.

Ultimately, you will ensure our financial planning is healthy and profitable and aligns with business objectives.


  • Develop financial models through bench marking and process analysis

  • Forecast quarterly and annual profits

  • Prepare cost projections

  • Analyze and report on current financial status

  • Conduct thorough research of historical financial data

  • Explore investment options and present risk and opportunities

  • Coordinate with the CFO and the executive team on long-term financial planning

  • Compare anticipated and actual results and identify areas of improvement

  • Participate in budgeting (for departments and projects)

  • Review accounting transactions for data accuracy

  • Establish financial policies

  • Maintain confidentiality of financial information and investment decisions

Required Qualifications :

  • Proven work experience as a Senior Financial Analyst, Financial Analyst or similar role

  • Hands-on experience with financial and statistical software

  • Experience with Crystal Reports 

  • Expertise in MS Excel (creating spreadsheets and using advanced formulas)

  • Familiarity with finance databases

  • Understanding of Enterprise Resource Planning systems (ERP)

  • Up-to-date with accounting laws and regulations

  • Excellent analytical skills

  • Ability to present financial data using detailed reports and charts

  • Demonstrable strategic thinking skills

  • Confidentiality in handling sensitive financial information

  • BS degree in Finance, Accounting or Economics

  • Relevant certification (e.g. CFA/CPA) is a plus

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