Financial Analyst

Search Solution Group is seeking a Financial Analyst on behalf of a private telecommunications company. This role delivers financial insights, performance analysis, and strategic recommendations to support executive decision-making and business growth.

Responsibilities

• Prepare accurate monthly financial reports, forecasts, and financial analyses for senior leadership.
• Analyze key performance indicators (KPIs) to assess operational performance and identify trends, opportunities, and potential risks.
• Develop financial models and projections that support strategic planning and business decision-making.
• Improve financial reporting processes through automation and process optimization, reducing manual effort and increasing analytical capabilities.
• Assist in preparing executive presentations that summarize financial performance, key findings, recommended actions, and strategic initiatives.
• Drive cross-functional process improvements that enhance data quality, operational efficiency, expense management, capital allocation, and revenue growth.
• Develop and maintain reporting repositories, dashboards, and analytical tools that improve visibility into company performance.
• Partner with business leaders to provide financial insights that support operational and strategic initiatives.
• Evaluate return on investment (ROI) for capital expenditures and other business initiatives.
• Analyze operational and financial data to identify root causes of performance gaps and recommend process improvements.
• Build, maintain, troubleshoot, and optimize complex Excel financial models.
• Collaborate with cross-functional teams to ensure accurate financial reporting and data integrity.
• Support the Finance team's transition toward more automated, technology-enabled, and insight-driven decision support.
• Research and adopt emerging technologies, including artificial intelligence (AI), to improve reporting, forecasting, and financial analysis while validating outputs for accuracy and reliability.

Requirements

• Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field required.
• MBA or other advanced business degree is a plus.
• 3–5+ years of experience in financial analysis, corporate finance, FP&A, accounting, or a related analytical role.
• Experience preparing financial reports, forecasts, budgets, and executive-level presentations.
• Experience developing financial models and KPI reporting.
• Experience improving reporting processes through automation and process optimization.
• Experience working within capital-intensive or subscription-based business environments, preferably telecommunications or similar industries, is preferred.
• Experience utilizing business intelligence and reporting tools is a plus.

Skills

• Advanced Microsoft Excel skills, including financial modeling, complex formulas, troubleshooting, and data analysis.
• Strong financial modeling and forecasting capabilities.
• KPI development and performance analysis.
• Financial reporting and dashboard creation.
• Data analysis and problem-solving skills.
• Strong presentation and communication skills.
• Process improvement and automation expertise.
• Ability to work with large datasets and multiple reporting systems.
• Strong organizational and project management skills.
• Excellent interpersonal and collaboration skills.
• Curiosity and adaptability when learning new technologies and AI-enabled analytical tools.

Qualifications

• CPA, CFA, CMA, or FPAC certification is preferred but not required.
• Knowledge of financial planning and analysis (FP&A) principles.
• Budgeting and forecasting methodologies.
• Financial statement analysis.
• KPI development and business performance measurement.
• Return on Investment (ROI) methodologies.
• Capital expenditure analysis.
• Subscription-based revenue models.
• Data visualization and reporting best practices.
• Process improvement methodologies.
• Financial systems and reporting technologies.
• Artificial intelligence applications within finance and analytics.

Key Competencies

• Financial and analytical thinking
• Attention to detail
• Strategic problem-solving
• Critical thinking
• Business acumen
• Financial modeling expertise
• Process improvement mindset
• Data-driven decision making
• Communication and presentation skills
• Collaboration and relationship building
• Organizational and time management skills
• Adaptability and continuous learning
• Technology proficiency
• Initiative and accountability
• Professional judgment and integrity

Location: Charlotte, North Carolina